HomeMy WebLinkAbout2015-02-23 Board of Selectmen Minutes w/documents BOARD OF SELECTMEN MINUTES February 23, 2015
CALL TO ORDER: Chairman Richard Vaillancourt called the meeting to order at 7:00 PM at Town Hall
Meeting Room.
ATTENDANCE: The following were present: Chairman Richard Vaillancourt, Clerk William Gordon,
Rosemary Smedile, Licensing Chairman Tracy Watson, Donald Stewart, Town Manager Andrew Maylor,
Assistant Town Manager Ray Santilli and Executive Assistant, Laurie Burzlaff. Approximately 35
members of the public were present. The meeting was recorded.
PLEDGE OF ALLEGIANCE
Chairman Vaillancourt introduced Brendan "Trey" Sheehy to lead the group in the Pledge of Allegiance
and presented Mr. Sheehy with a Certificate of Appreciation.
APPROVAL OF MINUTES:
William Gordon made a MOTION, seconded by Rosemary Smedile, to approve the Open Session
Minutes of February 11, 2015. Vote approved 5-0.
COMMUNICATIONS AND ANNOUNCEMENTS:
Recognition of 2014 Police Officers of the Year
Police Chief Paul Gallagher described the event that led to the officers being nominated as the 2014
Police Officers of the Year and then introduced the officers: Lieutenant Charles Gray, Officer Jarrad
Lawlor, Officer Jason Wedge, and Officer Robert Hillner.
Recognition of 2014 Firefighters of the Year
Fire Chief Andrew Melnikas read the speech he gave at the Public Safety Awards Banquet and then
introduced the 2014 Firefighters of the Year: Lieutenant Mike Beirne, Lieutenant Graham Rowe,
Firefighter John McClennan, Firefighter Matt Twiss, Firefighter Dan Pas, Firefighter Dan Ryan, Firefighter
Steve Risacher, Firefighter Blake Zwinggi and Firefighter Neil Patnaude.
The Board thanked both departments for all they do for the Town.
New Business Recognition-Cows Rock Ice Cream
Cythia Sanborn and Corrine Willis were present to receive recognition from the Board. Ms. Sanborn
distributed a map to the Board and asked the Board for permission to use Blacksmith Foundation which is
behind their building. The Town Manager indicated he will look into it and contact Ms. Sanborn with a
decision.
Cheri Cousens, Exective Director, Greater Lawrence Sanitary District
Cheri Cousens, Executive Director of the Greater Lawrence Sanitary District, showed a power point
presentation updating the Board on the Organics Energy Project that was first discussed at the
Selectmen's Meeting on August 20, 2014. Ms. Cousens explained that last year Mass DEP banned
commercial facilities from throwing out organic waste, so this new facility will address a need in the
community. Ms. Cousens explained that they have received enough grant money to move forward with
the design of the facility. In response to a question from the Board, Ms. Cousens indicated there would
be 4 additional trucks per day during the pilot phase of the program and 12 additional trucks per day
when the project is completely up and running. The Board expressed their concerns about disrupting the
neighborhood, the environmental impact of the project, and the wear and tear on the roads. The Board
requested a site visit to be scheduled, a peer review to be completed at the cost of the GLSD, and a
written agreement be drafted regarding the number of trucks and hours of operation.
Update on snow and ice budget
The Town Manager, Andrew Maylor, gave an update on the snow and ice budget. Mr. Maylor explained
that to date, $1.7 million has been spent on snow and ice and the Town is approaching a $1 million
deficit. Mr. Maylor indicated that as long as March is tame, we will be able to use balances in existing
accounts to cover the deficit rather than carrying it over to the following year.
Board of Selectmen Minutes February 23, 2015 2
Mr. Maylor acknowledged that the Town has struggled at times with trash pick-up and indicated the town
will work with the vendor to do a better job when dealing with delays in trash pick-up.
Mr. Maylor announced that he intends to keep the parking ban in place and a telephone notification will
go out to residents. Additionally, due to all the snow and ice, there are going to be problems with the
roads in the spring that will need to be addressed.
Assistant Town Manager, Raymond Santilli, announced that the Youth Center ice rink is still available for
use and they expect it to remain open for a couple more weeks.
The Board congratulated NAHS wrestlers Fritz Hoehn and Steve Cincotti for winning states and also
congratulated the High School wrestling team for winning 2nd place in the Division 2 State tournament.
Chairman Vaillancourt announced that the New England Runners Calendar lists North Andover's 4th of
July Road Race as the first race.
CONSENT ITEMS:
Keith D'Entremont of Angel Flight NE requests to use streets in North Andover on Sunday, September
13, 2015 from 7:00 a.m. to 2:30 p.m. for the 5th Annual Ride for Angels (taken out of order)
Keith D'Entremont of Angel Flight NE was present to request to use the streets in North Andover on
Sunday, September 13, 2015 from 7:00 a.m. to 2:30 p.m. for the 5th Annual Ride for Angels charity
cycling event. The four routes (20, 40, 65 and 100 miles)will start and finish at Lawrence Municipal
Airport. All relevant departments recommended approval.
Tracy Watson made a MOTION, seconded by Rosemary Smedile, that the Board of Selectmen
approve the request of Angel Flight Northeast to hold the `5th Annual Ride for Angels'charity
cycling event on Sunday, September 13, 2015 from 7:00 a.m, to 2:30 p.m. Vote approved 5-0.
Accept and sign "Grant of Easement"to Massachusetts Electric Company for 795 Chickering Road
The Board was provided with a copy of an Easement from Massachusetts Electric Company for
installation of an "Underground Electric Distribution System" at 795 Chickering Road (the new fire station).
Tracy Watson made a MOTION, seconded by Rosemary Smedile, that the Board of Selectmen
accept and sign the Grant of Easement to Massachusetts Electric Company for 795 Chickering
Road. Vote approved 5-0.
Request to dispose of surplus vehicle-Water Treatment Plant
Included in the Board's agenda packet was a Memorandum from Public Works Director, Bruce
Thibodeau, requesting to dispose of a surplus vehicle.
William Gordon made a MOTION, seconded by Tracy Watson, that the Board of Selectmen
approve the request of Public Works Director Bruce Thibodeau to dispose of a surplus vehicle per
his memorandum to the Town Manager dated January 22, 2015. Vote approved 5-0.
Request to dispose of surplus vehicle-Emergency Management
Included in Board's agenda packet was a "Fixed Asset Control Card" from Emergency Management
Director, Jeffrey Coco, requesting to dispose of a surplus vehicle.
William Gordon made a MOTION, seconded by Rosemary Smedile, that the Board of Selectmen
approve the request of Emergency Management Director Jeffrey Coco to dispose of a surplus
vehicle as described in the Fixed Asset Control Card dated February 18, 2015. Vote approved 5-0.
LICENSING:
Rosemary Smedile made a MOTION, seconded by Donald Stewart, to open a meeting of the North
Andover Licensing Commission. Vote approved 5-0.
Mukta Shah of Merrimack College requests a One Day Wine & Malt license for a "St. Germain Memorial
Lecture" on Thursday, March 5, 2015 at the Rogers Center from 5:00 p.m. to 10:00 p.m.
Donald Stewart made a MOTION, seconded by William Gordon, that the Board of Selectmen,
acting as Licensing Commissioners, approve a One-Day Wine & Malt License for Merrimack
Board of Selectmen Minutes February 23, 2015 3
College for a "St. Germain Memorial Lecture"on Thursday, March 5, 2015 at the Rogers Center
from 5:00 p.m. to 10:00 p.m. Vote approved 5-0.
Donald Stewart made a MOTION, seconded by Richard Vaillancourt, to close the meeting of the
North Andover Licensing Commission. Vote approved 5-0.
PUBLIC HEARING:
None
OLD BUSINESS:
None
NEW BUSINESS:
Town Manager's FY16 Recommended Budget
The Board was provided with copies of the Town Manager's FY16 Recommended Budget. The Town
Manager read the Executive Summary that was included in the budget book.
Rosemary Smedile made a MOTION, seconded by Donald Stewart that the Board of Selectmen
approve the Town Manager's FY16 Recommended Budget reserving the ability to make
amendments as additional information comes forward and to forward the budget to the Finance
Committee. Vote approved 5-0.
PUBLIC COMMENT:
Stan Limpert of 43 Stonecleave Road, thanked Public Works Director Bruce Thibodeau and his crew for
helping to keep the schools open and the roofs from collapsing.
The Town Manager announced the playground assessment is complete and there was a meeting with
various stakeholders to discuss the plan. Mr. Maylor indicated that the final, comprehensive plan should
be completed soon and an application for funds will be submitted to the Community Preservation
Committee.
TOWN MANAGER'S REPORT:
`Ask the Manager'
No questions were submitted.
NEXT MEETING DATE:
March 9, 2015.
ADJOURNMENT:
Donald Stewart made a MOTION, seconded by William Gordon, to adjourn the meeting at 8:52 p.m.
Vote approved 5-0.
Laurie A. Burzlaff
Executive Assistant
William F. Gordon, Clerk of the Board
Board of Selectmen Minutes February 23, 2015 4
Documents used at meeting:
Certificate of Appreciation-Brendan "Trey" Sheehy
Draft minutes dated 2/11/15
Letter from Chief Gallagher dated 12/30/14
Speech read by Fire Chief
Certificate of Appreciation-Cows Rock
Power Point Presentation-Greater Lawrence Sanitary District
Grant of Easement
Interoffice Memorandum dated 1/22/15
Fixed Asset Control Card dated 2/18/15
Letter date 1/30/15 from Angel Flight NE
Memorandum to Licensing Commission dated 2/18/15
Town Managers FY16 Recommend Budget
January 2015 Fire Department Incident Report
January 2015 Police Activity Report
Job PostingNacancy Log dated 2/17/15
Map of Blacksmith Foundation
TOWN OF NORTH ANDOVER
BOARD OF SELECTMEN
120 MAIN STREErI
NORTH ANDOVER,MASSACHUSETTS 01845 �
Richard M. Vaillancourk,Chairman v /"/
William F.Gordon "'° 1'EI„ ('97fi)688-951.0
Rosemary Connelly Smedile I�AX(978)688-9556
Donald B.Stewart
'Tracy M.Watson
l
BOARD OF SELECTMEN& LICENSING COMMISSIONERS
AGENDA
MONDAY,FEBRUARY 23,2015 at 7:00 PM
TOWN HALL MEETING ROOM
I
I. CALL TO ORDER
I
II. PLEDGE OF ALLEGIANCE
Led by Brendan"Trey" Sheehy
III. APPROVAL OF MINUTES
A. February 11,2015 Open Session Minutes,as written
IV. COMMUNICATIONS AND ANNOUNCEMENTS
A. Recognition of 2014 Police Officers of the Year—Lieutenant Charles Gray,Officer Jarrad Lawlor,
Officer Jason Wedge,and Officer Robert Hillner
B. Recognition of 2014 Firefighters of the Year—Lieutenant Mike Beirne,Lieutenant Graham Rowe,
Firefighter John McClellan,Firefighter Matt Twiss,Firefighter Dan Pas,Firefighter Dan Ryan,
Firefighter Steve Risacher,Firefighter Blake Zwinggi and Firefighter Neil Patnaude
C. New Business Recognition—Cows Rock Ice Cream
D. Cheri Cousens,Executive Director,Greater Lawrence Sanitary District
E. Update on snow and ice budget
V. CONSENT ITEMS
A. Accept and sign'Grant of Easement' to Massachusetts Electric Company for 795 Chickering Road
B. Request to dispose of surplus vehicle—Water Treatment Plant
C. Request to dispose of surplus vehicle—Emergency Management
D. Keith D'Entremont of Angel Flight NE requests to use streets in North Andover on Sunday,
September 13,2015 from 7:00 a.m.to 2:30 p.m. for the 5`h Annual Ride for Angels
VI. LICENSING COMMISSIONERS
A. Mukta Shah of Merrimack College requests a One Day Wine&Malt license for a"St. Germain
Memorial Lecture"on Thursday,March 5,2015 at the Rogers Center from 5:00 p.m.to 10:00 p.m.
VII. PUBLIC HEARING
VIII. OLD BUSINESS
IX. NEW BUSINESS
A. Town Manager's FY16 Recommended Budget
X. PUBLIC COMMENT
XI. TOWN MANAGER'S REPORT
A. "Ask the Manager"
B. Fire Department—January 2015 Activity Report
C. Police Department—January 2015 Crime Statistics
D. Job PostingNacancy Log
XII. NEXT MEETING DATE
Monday,March 9,2015
XIII. ADJOURNMENT
i
1
I
Certificate of Appreciation
Presented to
Brendan "Trey" Sheehy
In appreciation for volunteering to lead the reciting of the Pledge of Allegiance
at a Board of Selectmen Meeting.
May your enthusiasm and interest in local government remain with you for many years to come.
Presented by the
North Andover Board of Selectmen
February 23, 2015
Richard Vaillancourt, Chairman
Approval of Minutes
BOARD OF SELECTMEN MINUTES February 11, 2015
CALL TO ORDER: Chairman Richard Vaillancourt called the meeting to order at 6:32 PM at Town Hall
Meeting Room.
ATTENDANCE: The following were present: Chairman Richard Vaillancourt, Clerk William Gordon,
Rosemary Smedile, Licensing Chairman Tracy Watson, Town Manager Andrew Maylor and Executive
Assistant, Laurie Burzlaff. Approximately 15 people were present in the audience.
PLEDGE OF ALLEGIANCE
Chairman Vaillancourt announced that, since this is not their regularly scheduled night, the meeting is still
being recorded but the live feed will cut off at 7:10 and go over to the Conservation Commission meeting.
APPROVAL OF MINUTES:
Tracy Watson made a MOTION, seconded by William Gordon, to approve the Open Session
Minutes of January 5, 2015. Vote approved 5-0.
LICENSING COMMISSIONERS (taken out of order):
Rosemary Smedile made a MOTION, seconded by William Gordon, to open a meeting of the North
Andover Licensing Commission. Vote approved 5-0.
Mukta Shah of Merrimack College requests a One-Day Wine & Malt License for a John Denver Musical
Tribute at the Rogers Center on Saturday, February 21, 2015 from 6:00 p.m. to 10:00 p.m.
Mukta Shah of Merrimack College requests a One-Day Wine & Malt License for a Ronan Tynan Theatre
Show at the Rogers Center on Friday, March 6, 2015 from 6:00 p.m. to 10:00 p.m.
Mukta Shah of Merrimack College requests a One-Day Wine & Malt License for a Benny Goodman
Tribute at the Rogers Center on Saturday, April 25, 2015 from 6:00 p.m. to 10:00 p.m.
Richard Vaillancourt made a MOTION, seconded by William Gordon, that the Board of Selectmen,
acting as Licensing Commissioners, approve One-Day Wine & Malt Licenses for Merrimack
College for Saturday, February 21, 2015, Friday March 6, 2015 and Saturday,April 25, 2015 from
6:00 p.m. to 10:00 p.m. Vote approved 5-0.
Change of Manager-Butcher Boy
Donna Yameen was present to address any questions from the Board.
Donald Stewart made a MOTION, seconded by Rosemary Smedile, that the Board of Selectmen,
acting as Licensing Commissioners, approve a Change of Manager for Butcher Boy Market Inc.
Vote approved 5-0.
2015 Entertainment License for Smolak Farms
John Smolak, attorney for Smolak Farms, reviewed the Accoustical Report prepared by Cavanaugh Tocci
Associates, Inc., which was provided to the Board prior to the meeting. Attorney Smolak distributed a
"Loudness Comparison Chart (dBA)"which outlined decibel levels for various activities. Attorney Smolak
explained that they are installing a speaker system to regulate sound and Cavanaugh Tocci will measure
sound levels for the first two events to make sure the system is working properly. Selectman Gordon,
while appreciating the steps being taken by Mr. Smolak, expressed his concern about it being louder at
higher elevations and asked that the sound levels be measured at the neighbor's property from a second
floor window with a handheld device. The Board expressed concern of making approval contingent upon
entering upon a neighbor's property. The Board asked Mr. Smolak to come back in front of the Board to
give an update of the testing results.
William Gordon made a MOTION, seconded by Richard Vaillancourt, that the Board of Selectmen,
acting as Licensing Commissioners, approve an entertainment license for 2015 for the period of
May 2015 through October 2015 for Smolak Farms located at 315 South Bradford Street, with the
following conditions: The hours of operation, as provided by the applicant, Monday thru Thursday
between 12:00 p.m. and 7:00 p.m., Friday and Saturday between 12:00 p.m. and 10:00 p.m., and
Sunday between 12:00 p.m. and 9:00 p.m., except on Sundays preceding a Monday state or federal
Board of Selectmen Minutes February 11, 2015 2
holiday, in which case, the Sunday closing hour is extended to 10:00 p.m., further conditions are
those provided in the January 22, 2015 letter from Attorney Smolak and conditions set forth
therein with the one modification under Section 4 to include the testing with a decibel meter at the
property lines of the 5 neighbors identified in the sound study;and further conditions as carried
forward from the 2014 entertainment license that the sound absorbing panels installed last year
remain installed on the east and north sides of the tent and testing with an appropriate sound
monitoring device at the neighbor's window 20 feet off the ground. Motion denied 1-3-1.
Selectman Gordon in favor. Selectman Stewart abstained.
William Gordon made a MOTION, seconded by Richard Vaillancourt, that the Board of Selectmen,
acting as Licensing Commissioners, approve an entertainment license for 2015 for the period of
May 2015 through October 2015 for Smolak Farms located at 315 South Bradford Street, with the
following conditions: The hours of operation, as provided by the applicant, Monday thru Thursday
between 12:00 p.m, and 7:00 p.m., Friday and Saturday between 12:00 p.m, and 10:00 p.m., and
Sunday between 12:00 p.m, and 9:00 p.m., except on Sundays preceding a Monday state or federal
holiday, in which case, the Sunday closing hour is extended to 10:00 p.m., further conditions are
those provided in the January 22, 2015 letter from Attorney Smolak and conditions set forth
therein with the one modification to Section 5 to include "field testing shall take place at the
locations identified in Exhibit D of the Accoustical Report with a sound monitoring device'; and
further conditions as carried forward from the 2014 entertainment license that the sound
absorbing panels installed last year remain installed on the east and north sides of the tent. Vote
approved 4-1. Selectman Stewart opposed.
William Gordon made a MOTION, seconded by Richard Vaillancourt, to close the meeting of the
North Andover Licensing Commission. Vote approved 5-0.
William Gordon excused himself from the meeting at 7:25 pm due to a prior commitment.
COMMUNICATIONS AND ANNOUNCEMENTS:
Safe Routes to School Update
Gene Willis, Town Engineer, accompanied by Michael Myers, consultant from TEC, gave the Board an
update of what is happening with the Safe Routes to School project. Mr. Willis announced a Public
Hearing is scheduled for February 25th at 7:00 p.m. at the Stevens Memorial Library at which time a full
presentation will be given of the project. Abbutters were notified by mail of the public hearing.
Recognition-Kristen Hollenbeck and Kim Robbins
Kim Robbins of French Farm Road explained how the Safe Routes to School initiative came about and
acknowledged the coordinated effort over the last 4 years between the Town, Police Department, School
Department, and parents. Kristen Hollenbeck of South Bradford Street acknowledged the support of
Kristine Karelis, former Middle School PTO President and Judy Tymon, former Town Planner. Ms.
Hollenbeck requested the town continue to work with the state to put sidewalks on Route 125. The Board
recognized Ms. Hollenbeck and Ms. Robbins for all their work in bringing the Safe Routes to School
project to North Andover.
Town Manager, Andrew Maylor, commended Judy Tymon and Gene Willis for all their hard work on this
project which resulted in North Andover receiving more than $1.5 million in funding to make
improvements to the community.
FY2014 Audit Report-Powers &Sullivan, LLC (independent auditors)
Richard Sullivan, Frank Serretti and Carl Warren from Powers &Sullivan, LLC, the Town's independent
auditors, were present. Mr. Sullivan reviewed the audit and its findings. Mr. Sullivan indicated that the
Town's unfunded liability (OPEB)decreased because of design changes to employee benefit plans and
that the constant building of reserves helped bump the Town's rating to AA+. Mr. Sullivan explained the
opinion from auditors is the best the town can get. The opinion indicated no internal control issues, no
material weaknesses and no adjustments were requested to be made to general ledger as a result of the
audit. Mr. Sullivan indicated the Management Letter contains only 5 comments and they are all either
fully resolved or have a plan in place to fix. Mr. Sullivan explained GASB#68, which requires the Town's
unfunded liability to be shown on the front of the financial statements next year.
Board of Selectmen Minutes February 11, 2015 3
The Board thanked Powers &Sullivan for their work. The Board congratulated the staff, particularly
Andrew Maylor and Lyne Savage for their excellent work and indicated the Management Letter was the
best they have ever received.
FY2015 Six Month Financial Status Report-Lune Savage, Finance Director
Finance Director, Lyne Savage, gave the FY2015 six-month financial status report. Ms. Savage indicated
the snow and ice budget is at a break-even point but that does not include the latest storm. Ms. Savage
explained that by law, the snow and ice budget is the only budget allowed to run a deficit and be carried
over to the following year. The Town Manager indicated he does expect the snow budget to be
$300,000-$500,000 over budget when the season ends; however, controls have been put in place that
allow the Town to make transfers to cover the deficit by the end of the year instead of carrying the
expense over to the following year.
The Board thanked Ms. Savage for all her great work.
PUBLIC COMMENT(taken out of order):
Mary Stewart of Prospect Street and Marge Lambert of Prospect Street presented the Board with a
petition signed by the seniors to turn up the heat at the Senior Center. The Town Manager indicated the
temperature is set at 72 degrees and has been tested in 20 different locations throughout the building.
Mrs. Stewart asked for the thermostat be turned up to 76 degrees. Ms. Lambert indicated that less
seniors are coming to the Senior Center because it's too cold. The Town Manager agreed to turn the
thermostat up one degree and continue to monitor.
Sandy Gleed of Prescott Street, spoke with regard to the Smolak Farms license renewal. Ms. Gleed said
she can hear events that take place at the Steven's Estate and the High School from her house and is
concerned that if the Board tries to set noise level standards for Smolak to meet, the Town will need to
also meet those standards, otherwise the Town may be opening itself up to a lawsuit.
Chairman Vaillancourt thanked the Department of Public Works, Police Department, Fire Department and
Emergency Management for everything they have done during these significant snow storms.
Rosemary Smedile indicated the wreaths will come down once DPW is done dealing with the snow.
At the request of Paul Quintal, Rosemary Smedile paid tribute to Priscilla Cronin Quintal, who recently
passed away.
PUBLIC HEARING (taken out of order):
National Grid &Verizon New England Joint Pole Petition- Prescott Street(New Fire Station)
David Boucher, Senior Designer from National Grid, explained the pole petition for the new Fire Station
and indicated wires would be underground but need a new pole to connect to.
Tracy Watson made a MOTION, seconded by Rosemary Smedile, to approve National Grid&
Verizon New England joint pole petition# 17689177-Prescott Street as presented. Vote approved
4-0.
CONSENT ITEMS:
Accept donation ($6082)from the Harold A. Dushame Revocable Trust to Fire Department for Honor
Guard Uniforms
The Harold A. Dushame Revocable Trust generously donated $6082 to the Fire Department for the
purchase of 8 new Honor Guard uniforms.
Donald Stewart made a MOTION, seconded by Tracy Watson, that the Board of Selectmen accept
the donation of$6082 from the Harold A. Dushame Revocable Trust to the Fire Department for the
purchase of 8 new Honor Guard uniforms. Vote approved 4-0.
Accept donation ($3199.70)from the Harold A. Dushame Revocable Trust to Police Department for
Honor Guard Uniforms
The Harold A. Dushame Revocable Trust generously donated $3199.70 to the Police Department for the
purchase of Honor Guard uniforms.
Board of Selectmen Minutes February 11, 2015 4
Donald Stewart made a MOTION, seconded by Rosemary Smedile, that the Board of Selectmen
accept the donation of$3199.70 from the Harold A. Dushame Revocable Trust to the Police
Department for the purchase of Honor Guard uniforms. Vote approved 4-0.
Accept donation ($100) from Susan W. Tompkins to Veteran's Services for Outreach Work
Susan W. Tompkins generously donated $100 to Veteran's Services for Outreach Work.
Tracy Watson made a MOTION, seconded by Rosemary Smedile, that the Board of Selectmen
accept the donation of$100 from Susan W. Tompkins to Veteran's Services for Outreach Work.
Vote approved 4-0.
Waiver of Permit Fees for Chemical Storage Tank Project at Water Treatment Plant
The Board was asked to approve waiving any and all permit fees for the chemical storage tank project at
the Water Treatment Plant.
Tracy Watson made a MOTION, seconded by Rosemary Smedile, that the Board of Selectmen
waive all permit fees for the chemical storage tank project at the Water Treatment Plant. Vote
approved 4-0.
Waiver of Permit Fees for the Emergency Power Upgrade project at the Water Treatment Plant
The Board was asked to approve waiving any and all permit fees for the emergency power upgrade
project at the Water Treatment Plant.
Tracy Watson made a MOTION, seconded by Rosemary Smedile, that the Board of Selectmen
waive all permit fees for the emergency power upgrade project at the Water Treatment Plant. Vote
approved 4-0.
Approval of Conservation Restriction for Maplewood Reserve
Pursuant to M.G.L. Chapter 40, Section 8C and Chapter 184, Section 32, the Board was asked to
approve and sign a Conservation Restriction for Maplewood Reserve, a 40B subdivision on Route 114
near the Middleton Line.
Tracy Watson made a MOTION, seconded by Rosemary Smedile, that the Board of Selectmen,
pursuant to Massachusetts General Laws, Chapter 40, Section 8C and Chapter 184, Section 32,
approve and sign the Conservation Restriction for Maplewood Reserve. Vote approved 4-0.
Appointment to Cultural Council-Dianne Hinckley
The Town Manager recommended Dianne Hinckley be appointed to the Cultural Council for a term
ending June 30, 2017.
Tracy Watson made a MOTION, seconded by Rosemary Smedile, that the Board of Selectmen
appoint Dianne Hinckley to the Cultural Council for a term ending June 30, 2017. Vote approved 4-
0.
OLD BUSINESS:
None
NEW BUSINESS:
None
TOWN MANAGER'S REPORT:
`Ask the Manager'
No questions submitted.
The Town Manager announced the Family Skate Night scheduled for Friday, February 13th at the Youth
Center has been canceled due to the weather.
The Town Manager informed the Board that he will be providing them with his recommended budget by
the end of the week and that the School Committee already voted to support a 3.5% increase to the
school department budget.
Fire Department-December 2014 and 2014 Full Year Activity Reports
The Board was provided with summaries of the December 2014 and 2014 Full Year Activity Reports
provided by the Fire Department.
Board of Selectmen Minutes February 11, 2015 5
Police Department-December 2014 Crime Statistics
The Board was provided with a summary of the December 2014 crime statistics provided by Police Chief
Paul Gallagher.
Job Posting/Vacancy Log
The Board was provided with a `Job Posting/Vacancy Log'from the Human Resources Department.
NEXT MEETING DATE:
February 23, 2015
ADJOURNMENT:
Rosemary Smedile made a MOTION, seconded by Tracy Watson, to adjourn the meeting at 8:26
p.m. Vote approved 4-0.
Laurie A. Burzlaff
Executive Assistant
William F. Gordon, Clerk of the Board
Documents supporting the minutes attached.
Communications
And
Announcements
,r
NORTH ANDOVER
POLICE 4-
r ---Community Partnership---
d
The Office of
Chief Paul J. Gallagher
December 30, 2014
Exchange Club of Lawrence
C/o Kevin Shea
31 Back Nine Drive
Haverhill, MA 01832
Dear Mr.Shea,
This year the North Andover Police Department would like to recognize Lieutenant Charles Gray,Officer
Jarrad Lawlor, Officer Jason Wedge and Officer Robert Hillner as the 2014 Police Officers of the Year.
On Friday,,Jul 25, 2014 at approximately 3:35pm, Officers Lawlor and Wedge were dispatched to the
Santander Bank on Route 125 for a hold up alarm. Per department policy, dispatch contacted the bank,
confirmed that a hold up was in progress; a handgun was involved and radioed this information to the
responding officers.Officer Hillner was additionally dispatched and Lt. Gray radioed that he would be
responding as a supervisor. The ongoing conversation with a bank employee that was communicating
with our 911 Center was the suspect had a gun pointed at the teller. The officers communicated via
radio and assumed a tactical position around the bank, with Officers Wedge and Hillner deploying patrol
rifles as cover officers.As the suspect exited the bank he saw the cruisers on scene and was confronted
by Lt.Gray, who ordered him to the ground and to show his hands,which the suspect complied. During
a pat frisk of the suspect, a black pellet gun was recovered from his waistband. As a result of training,
following policy and good tactical decisions,the suspect was placed under arrest for Armed Robbery and
Assault with Intent to Murder, without incident.
Our officers continually train for this type of scenario and when an actual situation occurred their
training and experience truly showed.
1475 Osgood Strut, North Andover, Massachusetts 01845 Telephone: 978-683-3168 Fax: 978.685-0249
i
Lt. Gray is a 14 year veteran of the police department and currently serves as the Criminal Investigation
Division Commander and Training Officer.
Officer Hillner is a 24 year veteran of the police department and currently serves as the department
Armorer,Traffic Unit and NEMLEC Rapid Response team.
Officer Lawlor is a 9 year member of the police department and serves a defensive tactics instructor.
Officer Wedge is an S year member of the police department and is a certified Drug Recognition Expert.
Respectfully submitted,
Paul J. Galla er
Chief of Police
1
I
The definition of the word "Brotherhood" as defined by the Free Dictionary is an
association of men and women, such as a fraternity or Union, united for a common goal.
Firefighters are a brotherhood and one of their common or unspoken purposes or goals is the
saving of lives, while often times putting their own lives in the path of danger. This
brotherhood was never more evident than in the early morning hours of May 3, 2014. At that
time, Engine # 2 and Ambulance # 2 were dispatched to the area of# 585 Sharpeners Pond Rd
for a reported motor vehicle accident with personal injury. Within minutes, both responding
units were on the scene. Upon arrival, Lt Beirne and his crew, found a vehicle, off the road,
upright, with the driver's side resting against several trees. One of the victims was conscious
and crawling along the ground. A second victim was found, unconscious, lying on the ground in
a ditch with shallow, labored breathing.
Lt Beirne noticed that, as a result of the extensive damage to the vehicle, the gas tank
had ruptured, leaking fuel onto and around the second victim. In addition, there were arcing
wires in close proximity to the accident scene. Taking all of these factors into account the
Lieutenant called for additional manpower and as a result Ladder# 1 was dispatched. The
crew of Ambulance # 2 with the assistance of the Paramedic Unit quickly yet carefully secured
the seriously injured victim to the long backboard and removed him from the hazard. An
additional ambulance was called to the scene to treat the first victim.
Due to the injuries to the unconscious victim the decision was made by the Paramedic
Unit to Request Medflight and the landing zone was set up on the playing fields on Sharpners
Pond Rd. The unconscious and critically injured victim was then transported to a Boston
Hospital. As I was to learn in the following days, for Lt Beirne, and his crew, this was truly a
lifesaving emergency.
The following Monday we learned that the critically injured person was a member of the
Firefighter Brotherhood, a Burlington Firefighter. As a result of the accident, he had suffered
several life threatening injuries. His Fire Chief had communicated to the Burlington Town
Administrator that the reason the firefighter is alive and recovering from those injuries was a
direct result of actions that the North Andover Fire Department performed at the scene. It is a
result of their efforts on that evening that I have nominated Lt Mike Beirne, Lt Graham Rowe,
FFs John McClellan, Matt Twiss, Dan Pas, Dan Ryan, Steve Risacher, Blake Zwinggi, and Neil
Patnaude for the firefighter of the year award.
At this time I would ask that Burlington Firefighter, Gerry Letendre, please approach the
podium and assist me in the presentation of the awards.
Certificate of Appreciation
Presented to
Cows Rock Ice Cream
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 23, 2015
Richard Vaillancourt, Chairman
I 1h
GREATER LAWRENCE SANITARY DISTRICT
ORGANICS TO ENERGY
PROJECT UPDATE
North Andover Selectman 's Meeting
February 23, 2015
Cheri Cousens , PE
Executive Director
978-685-1612
ccousens @glsd . org
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GLSD ENERGY USE
Existing and Projected
• Electricity:
— $2.4 million in 2013
— $3.0 million estimated per year starting in last part 2015
• Natural Gas:
— $110,600 in 2013
— $142,200 estimated per year starting in early 2015
Existing Anaerobic Digestion Facilities
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Former Governor Deval Patrick Visits
Jordan Farm
Combines Organics and Manure
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From left, Randy Jordan, owner of Jordan Dairy Farm in Rutland; Bill L. Jorgenson, managing partner
for AGreen Energy LLC; and Gov. Deval L. Patrick tour the anaerobic digester at the farm.
(T&G Staff/TOM RETTIG)
GLSD 's ORGANICS TO ENERGY
PROJECT
Grants Awarded
• Mass. Clean Energy Center $ 4001000
• Mass. Dept. of Environmental Protection $ 5001000
• Mass. Dept. of Energy Resources $5, 000,000
• Total State Grants $5, 900, 000
— Grants for Design $2,094,000
— Grants for Construction $3,806,000
Possible Additional Grants
• National Grid Incentive Grant $3, 700,000
PROJECTED COSTS & REVENUES
• Project Related Costs
— Estimated Project Cost: $2314891600
— Funds provided by Grants $ 519001000
— Potential NGrid CHP Incentive: $ 317001000
• Yearly Expenses
— 20 Year Loan Payment $111061359
— Increased O&M $118951000
Total Yearly Project Related Costs $310011359
• Yearly Revenue
— Tipping Fees $ 3351800
— Power Generation $219391000
— Natural Gas Savings $ 1001000
— Alternative Energy Credits (AFC's) $ 773,000
— Renewable Energy Credits (RFC's) $ 975,000
Total Revenue per year $511221800
• Yearly Income after Expenses: $2, 121 ,441
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Organics to Energy Construction Schedule
• Design Plans Prepared Jan 2015 thru Dec 2015
• Plans and Spec's to MADEP Oct 15, 2015
• Bids Received Feb 2016
• Construction Period March 2016 thru March 2018
• Pilot Program (Estimated) Nov 2015 thru April 2016
• Electric & Heat Production Starting April 2018
GLSD Organics to Energy
RFQ/P for Acceptance of Organics
• The GLSD has met with and is expecting proposals
from the following companies:
— Waste Management
— Cassella Organics
— Harvest Power
• The FRQ/P is how GLSD will specify control of the
supply/delivery of Organics
— Organic Bio-slurry Quality
— Required Truck Route
— Delivery Contract Duration
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Questions or Comments?
Contact Information :
Cheri R . Cousens , P . E .
ccousens ((@-a- -- sa - od-a
978-685- 1612
Consent Items
/
GRANT OF EASEMENT
Z The TOWN OF NORTH ANDOVER, a Massachusetts municipal corporation having a
usual place of business at 120 Main Street, North Andover, Massachusetts 01845 (hereinafter
Wreferred to as the Grantor), for consideration of One ($1.00) Dollar, grants to
MASSACHUSETTS ELECTRIC COMPANY, a Massachusetts corporation with its usual place
Q of business at 40 Sylvan Road, Waltham, Massachusetts 02451 (hereinafter referred to as the
Grantee) with quitclaim covenants, the perpetual right and easement to install, construct,
reconstruct, repair, replace, add to, maintain and operate for the transmission of high and low
oa voltage electric current and for the transmission of intelligence, an "UNDERGROUND
ELECTRIC DISTRIBUTION SYSTEM" (hereinafter referred to as the "UNDERGROUND
SYSTEM") located in North Andover, Essex County, Massachusetts, consisting of lines of
z buried wires and cables and lines of wires and cables installed in underground conduits, together
with all equipment and appurtenances thereto for the transmission of intelligence and the
ofurnishing of electric service to the herein described premises and to service others, and without
limiting the generality of the foregoing, but specifically including the following equipment;
namely: manholes, manhole openings, bollards, handholes, junction boxes, transformers,
transformer vaults, padmounts, padmount transformers and all housings, connectors, switches,
conduits, cables and wires all located within the easement area of the hereinafter described
U property.
rn
t� Said "UNDERGROUND SYSTEM" is located in, through, under, over, across and upon
a certain parcel of land situated on the southerly side of Prescott Street and the easterly side of
,"Zd Chickering Road, being more particularly shown as Lot A on a Plan of Land recorded with the
Q Essex North District Registry of Deeds as Plan Number 17148.
s�
0
a
WR#t 17689177 Address of Grantee: After recording return to:
Mass El.—40 Sylvan Road,Waltham,Massachusetts 02451 David J.Aho
National Grid
Service Company,Inc.
05 NANDMA GEN 40 Sylvan Road
Waltham,MA 02451
And further, said "UNDERGROUND SYSTEM" (locations of the electrical equipment
and other facilities on the hereinbefore referred to premises of the Grantor) is approximately
shown on a sketch entitled: "ELECTRIC DISTRIBUTION AND CONSTRUCTION j
EASEMENT; nationalgrid; WR 4 17689177; 795 Chickering Rd, North Andover, MA; Drawn
By: David Wicks; Date: 11/13/2014," a reduced copy of said sketch is attached hereto as
"Exhibit A" and recorded herewith, copies of which are in the possession of the Grantor and
Grantee herein, but the final definitive locations of said "UNDERGROUND SYSTEM" shall
become established by and upon the installation and erection thereof by the Grantee.
Also with the further perpetual right and easement from time to time to pass and repass
over, across and upon said land of the Grantor as is reasonable and necessary in order to renew,
replace, repair, remove, add to, maintain, operate, patrol and otherwise change said
"UNDERGROUND SYSTEM" and each and every part thereof and to make such other
excavation or excavations as may be reasonably necessary in the opinion and judgment of the
Grantee, its successors and assigns, and to clear and keep cleared the portions and areas of the
premises wherein the "UNDERGROUND SYSTEM" is located as shown on the sketch herein
referred to, of such trees, shrubs, bushes, above ground and below ground structures, objects and
surfaces, as may in the opinion and judgment of the Grantee interfere with the safe and efficient
operation and maintenance of the "UNDERGROUND SYSTEM" and other related electrical
equipment. However, said Grantee, its successors and assigns, will properly backfill said
excavation or excavations and restore the surface of the land to as reasonably good condition as
said surface was in immediately prior to the excavation or excavations thereof.
If said herein referred to locations as approximately shown on the sketch herein also
referred to are unsuitable for the purposes of the Grantee, its successors and assigns, then said
locations may be changed to areas mutually satisfactory to both the Grantor and the Grantee
herein; and further, said newly agreed to locations shall be indicated and shown on the sketch
above referred to by proper amendment or amendments thereto. The Grantor, for itself, its
successors and assigns, covenant and agrees with the Grantee, for itself, its successors and
assigns, that this Grant of Easement and the location of the Underground System may not be
changed or modified without the written consent of the Grantee, its successors and assigns,
which consent may be withheld by the Grantee in its sole discretion.
It is the intention of the Grantor to grant to the Grantee, its successors and assigns, all the
rights and easements aforesaid and any and all additional and/or incidental rights needed to
install, erect, maintain and operate within the Grantor's land an "UNDERGROUND SYSTEM"
for the transmission of intelligence and for supplying electric service for the building, buildings
or proposed buildings shown on the last herein referred to sketch or amended sketch and the right
to service others from said "UNDERGROUND SYSTEM".
It is agreed that said "UNDERGROUND SYSTEM" and all necessary appurtenances
thereto, shall remain the property of the Grantee, its successors and assigns, and that the Grantee,
its successors and assigns, shall pay all taxes assessed thereon.
W R#
For Grantor's title, see order of taking dated May 3, 1971,recorded with the Essex North
District Registry of Deeds in Book 1170, Page 335.
I
IN WITNESS WHEREOF, the TOWN OF NORTH ANDOVER has caused its corporate
seal to be hereto affixed and these presents to be signed in its name and behalf by each member
of its Board of Selectmen, being thereto duly authorized this day of j
2015.
i
TOWN OF NORTH ANDOVER
By: RICHARD VAILLANCOURT By: WILLIAM GORDON
Its: Chair Its: Clerk
By: TRACY M. WATSON By: ROSEMARY SMEDILE
Its: Member Its: Member
By: DONALD STEWART
Its: Member
WR#17689177 The provisions of Massachusetts
General Laws,Chapter 183
Section 611,are not applicable.
Commonwealth of Massachusetts
County of } ss.
On this the day of _,before me,
Day Month Year
the undersigned Notary Public,
Name of Notary Public
personally appeared RICHARD VAILLANCOURT ,
Name of Signer
proved to me through satisfactory evidence of identity,which was/were
Description of Evidence of Identity
to be the person whose name is signed on the preceding Grant of Easement, and acknowledged
to me that he signed it voluntarily, as a member of the Board of Selectmen for the Town of North
Andover,for its stated purpose.
Signature of Notary Public
Printed Name of Notary
My Commission Expires
Place Notary Seal and/or Any Stamp Above
WR# 17689177 The provisions of Massachusetts
General Laws,Chapter 183
Section 611,are not applicable.
Commonwealth of Massachusetts
County of } ss.
On this the day of ,before me,
Day Month Year
the undersigned Notary Public,
Name of Notary Public
personally appeared WILLIAM GORDON ,
Name of Signer
proved to me through satisfactory evidence of identity, which was/were
i
Description of Evidence of Identity
to be the person whose name is signed on the preceding Grant of Easement, and acknowledged
to me that he signed it voluntarily, as a member of the Board of Selectmen for the Town of North
Andover,for its stated purpose.
Signature of Notary Public
Printed Name of Notary
My Commission Expires
Place Notary Seal and/or Any Stamp Above
I
WR# 17689177 The provisions of Massachusetts
General Laws,Chapter 183
Section 6B,are not applicable.
Commonwealth of Massachusetts
County of } ss.
On this the day of , before me,
Day Month Year
the undersigned Notary Public,
Name of Notary Public
personally appeared TRACY M. WATSON
Name of Signer
proved to me through satisfactory evidence of identity, which was/were
Description of Evidence of Identity
to be the person whose name is signed on the preceding Grant of Easement, and acknowledged
to me that she signed it voluntarily,as a member of the Board of Selectmen for the Town of
North Andover, for its stated purpose.
Signature of Notary Public
Printed Name of Notary
My Commission Expires
Place Notary Seal and/or Any Stamp Above
WR# 17689177 The provisions of Massachusetts
General Laws,Chapter 183
Section 613,are not applicable.
Commonwealth of Massachusetts
County of } ss.
On this the day of ,before me,
Day Month Year
the undersigned Notary Public,
Name of Notary Public
personally appeared ROSEMARY SMEDILE ,
Name of Signer
proved to me through satisfactory evidence of identity,which was/were
Description of Evidence of Identity
to be the person whose name is signed on the preceding Grant of Easement,and acknowledged
to me that she signed it voluntarily,as a member of the Board of Selectmen for the Town of
North Andover, for its stated purpose.
Signature of Notary Public
I
Printed Name of Notary
My Commission Expires
Place Notary Seal and/or Any Stamp Above
i
WR# 17689177 The provisions of Massachusetts
General Laws,Chapter 183
Section 6B,are not applicable.
Commonwealth of Massachusetts
County of } ss.
On this the day of ,before me,
Day Month Year
the undersigned Notary Public,
Name of Notary Public
personally appeared DONALD STEWART ,
Name of Signer
proved to me through satisfactory evidence of identity, which was/were
Description of Evidence of Identity
to be the person whose name is signed on the preceding Grant of Easement, and acknowledged
to me that he signed it voluntarily, as a member of the Board of Selectmen for the Town of North
Andover, for its stated purpose.
Signature of Notary Public
Printed Name of Notary
My Commission Expires
Place Notary Seal and/or Any Stamp Above
III
WR# 17689177 The provisions of Massachusetts
General Laws,Chapter 183
Section 613,are not applicable.
7140 it: A
190 Prescott St N
Prescott St
P887 P888
P2184 P913 "!
Prescott St P886
gpprox Properly Une
Pole 887.50
1( Pad 887.51 tr
159 Prescott St 4?
cCb
795 Chickering Rd
U� L'1111
oil
696 Osgood St
I
676 Osgood St
ELECTRIC DISTRIBUTION CONSTRUCTION EASEMENT
LEGIMD
Proposed 3 Phase Existing Primary OH n at i o n a!grid WR#17689177
® transformer on conductor
private property _ Proposed Primary
• Proposed JO Pole UG conductor
2-4"Concrete 795 Chickering Rd
J Existing JO Pole Encased Conduit
0 Riser rt-+•— Service Arrow North Andover, MA
EXHIBIT'A'NOT TO SCALE
e exact location of said Facilities to be established by and upon Drawn By:David Wicks Date• 11/13/2014
the installation and erection of the Facilities thereof. '
•
INTEROFFICE MEMORANDUM
DATE: January 22, 2015
TO: Andrew Maylor, Town Manager
FROM: Bruce Thibodeau, Director of DPW
CC: Ray Santilli,Assistant Town Manager
Linda Hmurciak, Superintendent WTP
RE: Request to Surplus Vehicle
I am requesting that the Board of Selectmen surplus the following vehicle that has been determined by
WTP Superintendent to be beyond its useful life and will be replaced by a new piece of equipment.
WTP Vehicle # 52, 2008, Chevy Silverado, VIN#: 1GBHK34KI8E178657.
This will be traded in for the new vehicle and the amount of$4,200 will be deducted from the invoice.
. . ........... -
Department Head Signature
.' FIXED ASSET CONTROL CARD
PURCHASES
1. Department: D
Emergency 2.Address 3. Location a
Management It
e
4.Asset Description: 5.Asset Value 6.Valuation Method: 7.Acquisition Date:
S. Useful life: 9. Salvage Value: 10. Funding Source(PO or Donation):
12. Make: 13, Model Number: 14.Serial Number:
11. Bar Code#: International 4700 DT 466 Amb 1 HTSLAAM4TH318719
1996
Fixed Asset Manager Signature Date
TRANSFERS j
Department Transferred From Department Transferred To Date
P�
Department Head Signature Department Head Signature Date
Fixed Asset Manager Signature Date
RETIREMENTS
Retirement/Disposal Date: `
tC
Method of Disposal: e
Department Head Signature: Date:
02-18-15
Fixed Asset Manager Signature: Date:
THIS FORM MUST BE COMPLETED BY THE APPROPRIATE DEPARTMENT HEAD AND SUBMIITED TO
THE FIXED ASSET DEPARTMENT AS A PERMANENT RECORD. PLEASE RETAIN A COPY FOR YOUR
RECORDS.
10
1/30/15
Laurie Burzlaff
Executive Assistant to Town Manager
Town of North Andover
120 Main Street
North Andover, MA 01845
Good day Laurie, I am following up on our e-mail exchange and providing the following information for your
review.
As discussed in our e-mails; we are in the planning stages for our 5th annual Ride for Angels charity cycling event
Once again we are asking the Town of North Andover to grant permission for us to hold this event. We have
scheduled this year's Ride for Angels to be held Sunday, September 13, 2015. The purpose of this event is to
bring about awareness of Angel Flight Northeast and the services we provide as well as to raise funds for our
organization. We are anticipating up to 275 riders along 25 staff and volunteers so roughly 300 people in
attendance that day.
As in previous years; this year's ride will offer riders with four routes options to choose from, either a 20, 40, 65 or
100 mile route. All riders will begin and end their rides at the Lawrence Municipal Airport. Scheduled departure
times are as follows 100 mile ride leaves at 7:00 AM —65 mile ride leaves at 8:30 AM —40 mile ride leaves at
10:00 AM and the 20 mile ride Ieaves11:00 AM. All riders are expected to return to the airport between 1:00 &
2:30 that afternoon. The Lawrence Municipal Airport commission has been presented with date information and
will review for approval at the next commission meeting.
The North Andover by-ways and streets that will be traveled on as riders leave the airport are Sutton Street; Rte.
125 for a few hundred yards and then great Pond Road. As they return in the afternoon, they will be traveling on
Dale Street; South Bradford; Pond Road: Stevens Road: Osgood Street; Rte. 125 for a few hundred yards and
then finally Sutton Street. I have included route maps for your review as well as a 2014 Ride for Angels flyer.
Upon completion of the ride and returning to the airport, riders will be treated to a BBQ luncheon.
As it was last year, catering & cooking services will be provided by Corporate Cafe of Woburn MA. Harpoon
Brewery will again be a major corporate sponsor and will provide any interested legal aged registered riders,
volunteers and staff with donated beer. Registered riders, volunteers and staff will wear identifiable wrist
bracelets. At no time will beer be sold to anyone or provided to non-registered riders, volunteers or staff. Beer will
be served by TIPPS certified Harpoon Brewery staff. I will check with Karen Fitzgibbons on what, if any licensing
requirements are needed for this event.
Registration for our ride will begin at 6:30 am and breakdown should be complete by 4:00 pm that afternoon.
Thank you Laurie, please let me know if you need any further information or if you have any questions regarding
our Ride for Angels. I look forward to your reply.
S/tD'
K ntremont
Lawrence Municipal Airport + 492 Sutton.Street,North Andover,MA 01845 Phone: 978.794.6868 + Fax: 978.794.8779
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Fee Includes:
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with give-a-ways �wont rent raffle
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s Fully supported ride fundraising
Rest sups with food Angel blight Northeast is a non-profit organization providing incentives!
and drinks free Tights in private aircraft by 1,0004- volunteer pilots for
0 BBQ style lunch persons who need to access medical care or have other
after ride compelling needs, Since 1996: .,
* 65,000+free Tights scheduled s 12,000,000 miles covered' �. nge :fi r
Design by THEnvssion.com * 62,000 Children and adults flown * 00+ Earth Angel Volunteers
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•
•
INTEROFFICE MEMORANDUM
DATE: February 3, 2015
TO: Laurie Burzlaff, Executive Assistant
FROM: Bruce Thibodeau, Director of Public Works
CC:
RE: Ride for Angels bike ride
The Division of Public Works has no objection to the request from Keith D'Entremont of Angel Flight,
to hold the "Ride for Angels" on Sunday, September 13, 2015, starting at 7:00am and returning by
around 2:30pm.
If he needs any assistance from the DPW, please have him contact my office.
i
TOWN OF NORTH ANDOVER
Fire Departi-rient
Clentral Fire Headquarters -Fire Preveraion Office
124 MAIN STI EET
NORTH AN[)0VFR, MASSACHUsi.,'I,v'rs W 845
HOR141
Andrew Meliffluis
Teleplione(978)688-9593
FIre Chief
FAX (978) 688-9594
1-1,, F. McCarthy
anwln�kA,5( iioi7noi-ttiaii(i(,)vet,c(..)rn
Fire Prevention Officer S CHUG ..j-
finiccarthy.( g�,lEilf rtliai,idove�i°,coi"n
Town Managers Office
120 Main St.
North Andover,Ma
February 03,2015
The Fire Department recommends favorable action for the annual fundraiser"Ride for Angels"bike ride
on September 13, 2015.
Respectfully,
Lt Frederick McCarthy
Fire Prevention
978-688-9590
f 2`+
}
NORTH ANDOVER
---Community Partnership••-
i
To: Laurie Burzlaff
From: Lt. Eric Foulds
Date: February 17, 2015/
Re: Ride for Angels
The Police Department has no issue with Angel Flight's request to use the roadways of North
Andover for the 5`h Annual Ride for Angels as outlined in their letter.As in previous years,the Police
Department will provide cones and manpower for the start of the race to assist the bicyclists as they
enter Sutton St.and onto RT125.
1475 Osgood Street, North Andover, Massachusetts 01845 Telephone: 978-683-3168 Fax: 978-681-1172
Licensing
Commissioners
TOWN OF NORTH ANDOVER
OFFICE OF
TOWN CLERK
120 MAIN STREET
NORTH ANDOVER, MASSACHUSETTS 01845
f NORTFi q
O`+t� o e NO
Joyce A. Bradshaw,CMMC 0� y.. `p Telephone(978)688-9501
Town Clerk, x F FAX(978)688-9557
�•9 p�AAT[O�PP��S
SSACH�`'�
MEMORANDUM
TO: Tracy M. Watson, Chairman, Licensing Commission
Members of the Board of Selectmen
Andrew Maylor, Town Manager • /
FROM: Karen A. Fitzgibbons, Asst. Town Clerkn?'t�
DATE: February 18, 2015
SUBJECT: One Day Wine & Malt Request
Attached please find a request from Mukta Shah, on behalf of Merrimack College, for a One
Day Wine & Malt License. The event "St. Germain Memorial Lecture" is to be held on March
5, 2015 at the Rogers Center from 5:00 p.m. to 10:00 p.m.
Included are favorable recommendations from the North Andover Police Department, Fire
Department and Building Inspector.
Please do not hesitate to contact me or Joyce Bradshaw if you have any questions or concerns.
Thank you.
TOWN OF NORTH ANDOVER
ONE DAY LIQUOR LICENSE APPLICATION
(30 DAY NOTICE STRONGLY RECOMMENDED)
Organization holding event:
Name&Address of Responsible Party; -: EIS-.i C' Ic C-(f� 1
Contact Number&e-mail '� -10 --
Location of Event: RD�'�+
� C �
Type of Event: C � �� L u �-1�
Is the event being catered? js No
Name of Caterer 'lac xo Go �� ��� �l j C� {_
Date&Time of Event: P M -'
i
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? t
Who is serving the alcohol?
Does the server have liquor liability insurance?_�- _
Have servers had training in alcohol service?
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 -ndover is in no way responsible forthe actions of the applicant.
Applicant's Signature Date
Fitzgibbons, Karen
From: Brown, Gerald
Sent: Tuesday, February 17, 2015 4:11 PIVI
To: Fitzgibbons, Karen
Subject: RE: One Day License
Building Dept has no issues
From: Fitzgibbons, Karen
Sent: Friday, February 13, 2015 11:10 AM
To: Foulds, Eric; McCarthy, Fred; Brown, Gerald
Cc: Gallagher, Paul; Melnikas, Andrew; Leathe, Brian
Subject: One Day License
Hi All,
Attached please find a One Day Wine & Malt request on behalf of Merrimack College. Please have your
recommendations to me no later than Wednesday, February 18, 2015.
Thank you,
Karen
'I'OWN OF NORTH ANDOVER
Fh,e Department
Central 1"ire Headquailers---IFire Prevention Office
124 MAIN
S'I`Rl'FT
7,40R.TH ANI)OVER, MASSAC"HU
SET-rs 01845
Andrew Melnikas Telephone(978) 688,9593
Fire Chief
FAX(978)688-9594
mA
LL F. McCarthy
aiTie nil(d,,is((-Otc)wi,iic)fiiortliiiidc.)vcr,cor i
Fire Prevention Officer S US fu ,ca townofhorlhandovencom
Town Clerk's Office
124 Main St
North Andover,Ma
February 17, 2015
Karen,
The Fire Department recommends favorable action for granting a one day Wine &Malt License to
Merrimack College,Roger Center on March 5,2015
Regards,
Lt. Frederick McCarthy
Fire Prevention
978-688-9590
NORTH ANDOVER
•..Community Partnership... '
To: Karen Fitzgibbons
r '
From: Lt. Eric Fouids
Date: February 17, 2015/
Re: One Day Liquor License
The Police Department recommends favorable action on Merrimack College's request for a One Day
Liquor License—Wine &Malt, on Thursday, March 5,2015 from 5:00pm to 10:00pm at the Rogers
Center, as outlined in the application.
Merrimack College will need to purchase all alcohol for the event from an ABCC recognized
wholesaler or distributor, and will need to provide a copy of the invoice to the Chief of Police no
later than one week following the event.The invoice can be delivered by email, U.S. Mail or dropped
off at the police station.
Sodexo Food Service will need to provide TIPS certificates for all employees involved in the serving of
alcoholic beverages unless they have been previously submitted and are currently on file at the
Police Department.
Ii
i
1475 Osgood Street, North Andover, Massachusetts 01845 Telephone: 978-683-3168 Fax: 978-681-1172
New Business
w
'Yown of North Andover
Office of the
Town anger
North Andover Town Hall
120 Main Street
North .Andover, NIA 01845
e-mail:
amaylor�townofnorthandover.com
Andrew W Maylor° 7�,Iej)ion (978)688-9510
7 )wn Manager ]"CIX (978)688-9556
February 10, 2015
Executive Summary
Town Manager Recommended Budget Fiscal 2016
I am pleased to submit for your review and consideration the Fiscal 2016 Town Manager
Recommended General Fund and Enterprise Fund Budgets for the Town of North Andover. This
financial plan was developed with the adopted Budget Policy Statement as a backdrop and
predicated on our desire to deliver a sustainable level of services while honoring our
commitment to be stewards of the community.
As first communicated in the Five Year Financial Forecast back in December, each department
was asked to develop their budgets assuming a 3.5% year over year budget increase. I am
pleased to announce that the departments worked diligently to stay within that framework and
the Town Manager Recommended Budget for FY16 assumes that 3.5% increase for the Total
Municipal Budget and the budget for the North Andover Public Schools. Additionally, on
January 29, 2015, the North Andover School Committee voted unanimously to adopt the
recommendation of the superintendent schools for a 3.5% increase. Our town meeting members
have communicated their expectation that we reach consensus and the success we have had
during the past three years to improve our infrastructure while building reserves and delivering
high quality services has been the result of unprecedented cooperation between all of the town's
elected and appointed officials, specifically the Board of Selectmen, School Committee, and
Finance Committee.
As I stated at the recent Annual Chamber of Commerce Mayors/Managers event, for those of us
in local government in North Andover we do not see ideology and competence as mutually
exclusive terms, but instead we believe that there is such a thing as the "ideology of competence"
and it is the basis of our relationship with the residents and businesses that we serve. This year
that "competence" will translate financially into our continued commitment to build reserves,
including a unique recommendation that we establish a SPED Stabilization Fund, and the
continued realignment of staff to match service level expectations. Additionally, the transition to
the Group Insurance Commission for employee health insurance has not only been a positive
fiscal game changer but it has also allowed us to begin to address the Other Post Employment
Benefits (OPEB)liability while providing health care holidays for employees in FY 15 and FY 16.
As part of the Town Meeting Warrant I will recommend that we transfer $lmiliion from the
town's health care trust fund to an OPEB trust fund, managed by the Commonwealth, as a way
to further address the OPEB liability. What follows is a brief explanation of the highlights of the
recommended budget contained herein.
Fiscal 2016 General Fund Budget Highlights
Revenue
The revenues for Fiscal 2016 Recommended General Fund Budget total $89,348,722 or a 3.3%
increase compared to the Fiscal 2015 approved budget. The revenues are estimated to increase
by $2.8 million year over year and are based on the recommendation of the Revenue and Fixed
Cost Review Committee with the exception of the use of Free Cash for Capital and Reserves
which are described in more detail later in this document. Property taxes are assumed to increase
by 3.6% or $2.3 million based on the provisions of Proposition 2 1/2 and added New Growth.
Local Receipts, which include revenue streams such as the local meals tax, motor vehicle excise
tax, and building fees, are expected to increase by .8% or $72k. Specifically, the assumption for
the largest category within local receipts, motor vehicle excise, is budgeted to be level funded at
$3.7 million in FY16, although there have been recent signs that over the next several years this
amount will begin to show the steady growth it had prior to FY08. The final state school building
assistance payment of $412k for the high school was paid to the town in FY15 and when
combined with level funding of other state aid categories the result is a net decrease in state aid
of$412k. Until the final state budget is signed by the Governor (sometime well after the Annual
Town Meeting), we will not be certain about the effect on state aid of implementing full-day free
Kindergarten in FY15; however, we expect the effect to be positive. The indirect costs incurred
by the Enterprise Funds and reimbursed to the General Fund are the primary revenue source in
the Operating Transfers category. However, the reimbursement by Community Programs for the
cost of the modular classrooms in the amount of $62k was also categorized here and those
payments ended in FY 15 resulting in an overall decrease of$25k in FY 16.
Expenses
Total recommended General Fund Spending for FY16 is $89,348,722 or a 3.3% increase
compared to the Fiscal 2015 approved budget.
Non-Departmental/Fixed Costs
This category represents approximately 28% of all General Fund spending. The budget
recommendation incorporates the Revenue and Fixed Cost Review Committee estimates, as well
as adding recommendations made under Capital and Reserves., and an additional $402k for an
expected increase in Health Insurance premiums, for a total of $24.7 million or an increase of
4.3%. This increase drops to 3.3% when excluding the increase to Capital and Reserves
(explanation below). The Retirement Assessment of$4.1 million, an increase of$312k, is based
on a funding schedule independently prepared for the Essex Regional Retirement Board of which
North Andover is the largest member. The 8.3% increase in this category should be expected
annually for the next decade or more. Health insurance premiums for active and retired
employees will increase this year by upwards of 9.5% after averaging less than 5% during the
past 5 years. Current year spending in this category is tracking very well and therefore, the
recommendation is that actual budgeted spending will only need to increase by 3.6% to cover
next year's costs. There are projected increases in the town's various insurance accounts
(Workers Compensation, Police and Fire, and Property and Liability) although nothing notable.
A retrospective three year view of Unemployment Compensation has led to a recommendation to
decrease this category by $50k. A change in state accounting practices will result in the cost of
students attending Essex Agricultural being reported separately from Assessment for the first
time and a corresponding reduction in State Assessments. An anticipated increase in the number
of students attending Greater Lawrence Vocational Technical High School has resulted in a
recommendation that that this expense be increased by $74k.
Capital and Reserves
This line item within the Non-Departmental/Fixed Costs category includes recommended
and required transfers to various reserve accounts in the amount of approximately $2
million. Specifically, in FYI the recommended budget includes the annual appropriation
to the Capital Stabilization Fund of$213k consistent with the adopted Financial Reserve
Policy. Also consistent with that policy I am pleased to announce that an appropriation
of only $64k needs to be made to the General Stabilization Fund to achieve the 5%
reserve standard which has been our goal. In past years this amount has been in excess of
$600k. Both of these requests will be funded from Free Cash. The Overlay Reserve Fund
is used to pay for approved property tax abatements and the recommended amount of
$550k this year is consistent with past years. The Overlay Reserve Fund is funded by
Operating Revenues.
There are two new one-time recommendations in the Capital and Reserves category.
First, $408k is recommended to fund a 271' (as opposed to the normal 26) payroll which
impacts the budget in certain years based on the effect of leap years, the fact that a 365
calendar year does not divide equally in to 7 day weeks, and the method by which the
Town accounts for payroll. Both public and private sector organizations have to deal
with this issue. As a reminder to the Board, the Town accounts for 100% of the payroll of
a pay period based on the fiscal year of the pay date, not when the salary is earned. The
Finance Committee and the Town agreed many years ago to treat this as an anomaly and
fund it as a one-time expense in the fiscal year it occurred. The 271' payroll does not
increase wages in anyway; it is just the result of the timing of pay periods. Therefore, it
was not included in the municipal budget, but in this category and funded by Free Cash.
Based on our estimates the next 27th pay period will be in FY27. Second, I am
recommending that the Town take the unique step and establish a Special Education
Stabilization Fund in the amount of$750,000. The intention is to help stabilize spending
on regular education by providing a reserve to deal with unexpected costs in Special
Education primarily as the result of out of district placements after the budget has been
adopted. I am in the process of developing a reserve policy that outlines when and how
the fund can be used. I am recommending that this new reserve be funded from Free
Cash.
School and Municipal Government Spending
As mentioned previously, school department spending and municipal spending increase by 3.5%
in this recommended budget. It should be noted that although Total Municipal spending has
increased by the recommended 3.5%, from department to department the percentage increases
may vary as a result of priorities established in the Budget Policy Statement, other agreed upon
priorities or unexpected costs. An example would be the 3.7% increase in Library spending to
help align staffing with service delivery, or the 4.5%increase in Public Safety spending that is in
part the result of the payouts associated with expected retirements. Also, Salary Reserve line
items have been budgeted in each of the municipal categories to account for estimated salary
increases for those union employees whose contracts expire in FY15 or for exempt employees
not covered by union contracts. The amounts in the various salary reserves represent a 2.25%
budgetary increase. Two additional notes, the ESCo project will yield approximately $300,000 in
net savings (81% school department, 19% municipal government departments) which will stay
with the individual departments in addition to the 3.5%. Also, the $92k in annual rent savings
for the school administration space at Osgood Landing will remain with the school department.
The maintenance and utility costs associated with the new administration building will be funded
from the school department budget.
Staffing
General Fund School Department
The approved School Department Budget for FY16 recommends an increase of 3.3 Full
Time Equivalent (FTE) employees. There is an increase in Paraprofessionals and Aides
from 102.2 FTEs to 103.2 FTEs. Additionally, the budget calls for an increase of 2.3FTE
in Teachers and Other Professionals.
General Fund-Municipal Government
Municipal General Fund staffing for FY16 represents a .15 FTE increase from FY15. As
you are aware the goal for the past four fiscal years has been to properly align staffing
with the service expectations and service delivery of municipal departments. Examples of
that in FY16 are adding a 1.0 FTE Benefits Specialist to the Human Resources
Department to address the impact of transferring to the GIC and in recognition of our
need to focus more energy on our most important resource, our employees. Additionally,
an ongoing evaluation of the needs of Veteran's Department led us several years ago to
add a .4 FTE to that department. Last year I recommended that increase to .5 FTE and in
FY16 we can achieve the proper staffing by making that a .6 FTE, or an addition of .1
FTE. With the hiring of a new director, the focus of Community Development has
broadened to include encouraging economic development. As you know, to assist in that
process an employee was promoted to assistant director (adding 1.0 FTE) to focus
internally on enhancing the permitting process, amongst other initiatives, and allowing
the director to focus on fostering business relationships. Finally, Library staffing has
been of particular focus during the past two years and in FY16 I am recommending the
addition of part-time hours to existing employees which will result in a .30 FTE increase.
Given our desire to maintain staffing at sustainable levels, most of the increases above
came as a result of reassigning existing staff or reducing staff. As an example, the
reduction of hours of two positions (one the result of a retirement) and the allocation of
those duties to an existing employee, led to 1.0 FTE reduction in the Accounting
Department. In addition, the Zoning Board clerical position was cut to by .5 FTE based
on an evaluation of the workload of that department. Also, the .5 FTE administrative
assistant in the Town Manager/Selectmen Department assumed the aforementioned
Benefits Specialist role and was not backfilled thereby resulting in a .5 FTE reduction in
that department. Finally, there has been a reallocation of.25FTE from the Department of
Public works to the Sewer Enterprise Fund in recognition of the proper funding source
for the position. Please note that the position realignments and additions above will
result in no new health insurance contracts or increases in benefits.
Support Services
The Support Services category represents those departments which deliver services to both
school and general government departments, in other words, shared services. For budgeting
purposes, the costs to operate these departments are established and accounted for prior to the
allocation of remaining funds to other departments. In FY16 this category is recommended to
decrease by $140k or 8.2% which is largely attributed to a decrease of$152,391 in Information
Technology. As you may recall the Town decided to implement a unified financial and
permitting software product beginning in FY15 to replace the multiple products that exist
currently. In FY15 this required the Town to pay support costs for both the current and new
products which will no longer be the case from FYI forward; therefore, resulting in a reduction
in cost. Please note that the preventative maintenance contract (approximately $55k) related to
the ESCo project will be paid for by the departments which will see the energy savings.
Additionally, a recent bid for auditing services yielded a low bid which is $4k per year less than
the current contract amount.
Fiscal 2016 Enterprise Fund Budget Highlights
Water
The recommended Water Enterprise Fund budget for FY16 will see a 4.8% decrease from FY15
($5.3 million vs. $5.6 million) attributable to a $424k decrease in debt service. Total Personnel
Costs are recommended to increase by $43k or 4.9% while other non-debt related expenses are
expected to increase by approximately 3.6% or $110k. The fund balance in the Water Enterprise
Fund has reached the four months worth of operating reserves ceiling per the Financial Reserve
Policy and any retained earnings in excess of that amount will be used to offset rates through
pay-as-you-go capital purchases. If the recommended budget is approved by Town Meeting,
water rates should remain unchanged for the 41' consecutive fiscal year.
Sewer
The recommended Sewer Enterprise Fund budget for FY 16 will see a 4.3% decrease from FY15
($4.5 million vs. 4.7 million) attributable to a $407k decrease in debt service resulting in a $253k
decrease in overall expenditures. Total Personnel Costs are recommended to increase by $49k or
13.9% largely attributable to a .25 FTE transfer to this fund from Public Works in the General
Fund (See "Staffing"). Other non-debt related expenses are expected to increase by 3.3% or
$154k almost exclusively the result of the increase in the assessment for the Greater Lawrence
Sanitary District (increase of $66k) and pay-as-you-go capital spending of $80k. The fund
balance in the Sewer Enterprise Fund has reached the four months worth of operating reserves
ceiling per the Financial Reserve Policy and any retained earnings in excess of that amount will
be used to offset rates through pay-as-you-go capital purchases. If the recommended budget is
approved by Town Meeting, sewer rates should remain unchanged for the 41' consecutive fiscal
year.
Stevens Estate
The performance of the Stevens Estate in FY15 has been remarkably strong and I fully expect
that the Fund will generate its fourth consecutive profitable year in 2015. Given the nature of
how Enterprise Funds operate and the for-profit context of the Estate, in order to keep pace with
the increased bookings the expenses will need to increase. Therefore, I am not concerned that
expenses will increase more than 10% year over year (from $293k to $323k), since this means
that bookings and ultimately revenue will increase accordingly.
Conclusion
The development of this recommended budget would not be possible without a commitment by
all departments to review each and every line item in their budgets so that their FYI requested
funding is consistent with our goals of sustainability, stewardship, and service, while being
mindful of the limits of our funding. 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 professional comradery that exists between all those
involved in the budget process has made North Andover a model community that others surely
would like 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 in the Budget
Policy Statement and I look forward to working with you and the Finance Committee between
now and Town meeting.
Regards,
Andrew W. Maylor
Town Manager
TOWN OF NORTH ANDOVER
MASSACHUSETTS
TOWN MANAGER'S RECOMMENDED
BUDGET
FISCAL YEAR 2016
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TOWN OF NORTH ANDOVER, MASSACHUSETTS
FISCAL YEAR 2016
FINANCIAL PLAN AND OPERATING BUDGET
General, Capital Projects and Enterprise Funds
July 1, 2015 —June 30, 2016
BOARD OF SELECTMEN
Richard M. Vaillancourt, Chairman
William F. Gordon, Clerk
Rosemary Connelly Smedile
Donald B. Stewart
Tracy M. Watson, Licensing Chairman
TOWN MANAGER
Andrew W. Maylor
GOVERNMEN I'FINANCE OFFICERS ASSOGIAT1ON
Distinguished
Budget P resen ta tion
Award
PRE,SENTED1 0
Town of North Andov,er
Massachusetts
Fui the Mscfl Veai Dqirning
31sly 1,2014
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, 2014. In order to receive this award, a governement 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're submitting it to the
GFOA to deteremine its eligibility for another award.
TABLE OF CONTENTS
INTRODUCTION AND OVERVIEW
ExecutiveSummary .............................................................................................................................. 1
TownOrganization ............................................................................................................................... 9
OrganizationalChart ........................................................................................................................... 12
PrincipalOfficials ............................................................................................................................... 13
Budget Policy Objectives and Related Goals ..................................................................................... 14
Challenges Addressed in the Fiscal Year 2016 Budget ...................................................................... 16
Development of the Fiscal Year 2016 Budget .................................................................................... 17
FINANCIAL STRUCTURE
BudgetOverview ................................................................................................................................ 19
BudgetCalendar .................................................................................................................................. 21
Financial Reserve Policies .................................................................................................................. 23
OverallSummary of the Budget ......................................................................................................... 27
FINANCIAL SUMMARY
Financial Plan General Fund ............................................................................................................... 33
Financial Plan Enterprise Funds ......................................................................................................... 43
General Fund and Enterprise Fund Revenues by Year ....................................................................... 48
General Fund and Enterprise Fund Expenditures by Year ................................................................. 50
Description of Funds Subject to Appropriation .................................................................................. 52
Governmental Fund Balance Classification ........................................................................................ 53
Non-major Governmental Funds ......................................................................................................... 54
StabilizationFunds ............................................................................................................................. 56
Summary of Revenues and Expenditures ........................................................................................... 58
Detail Expenditures General Fund and Enterprise Funds ................................................................... 59
Five Year Financial Forecast .............................................................................................................. 68
CAPITAL AND DEBT
Report of the Capital Improvement Plan ............................................................................................ 69
Executive Summary - Capital Improvement Program ....................................................................... 74
Debt Service/Net Revenue Ratio Summary ........................................................................................ 79
Summary of Capital Improvement Recommendations ....................................................................... 80
General Fund Capital Projects - Five Year Summary ........................................................................ 81
Enterprise Funds Capital Projects - Five Year Summary ................................................................... 82
Capital Project Criteria Rating Sheet .................................................................................................. 83
CapitalProject Details ........................................................................................................................ 87
DebtService ...................................................................................................................................... 105
DEPARTMENT INFORMATION
Town Personnel Analysis ................................................................................................................. 113
PersonnelListing .............................................................................................................................. 114
General Government
TownManager ...................................................................................................................... 115
HumanResources ................................................................................................................. 120
Accounting ............................................................................................................................ 123
Assessors ............................................................................................................................... 125
Treasurer/Collector ................................................................................................................ 128
TownClerk ........................................................................................................................... 130
Conservation ......................................................................................................................... 134
CommunityDevelopment ..................................................................................................... 138
Planning ................................................................................................................................ 142
Boardof Appeals .................................................................................................................. 145
Public Safety
Police ..................................................................................................................................... 147
Fire ........................................................................................................................................ 151
PublicSafety Reserve ........................................................................................................... 153
BuildingInspection ............................................................................................................... 154
EmergencyManagement ...................................................................................................... 156
Public Works
Administration ...................................................................................................................... 161
Streetsand Sidewalks ........................................................................................................... 162
Refuseand Recycling ........................................................................................................... 163
VehicleMaintenance ............................................................................................................ 164
Structuresand Grounds ......................................................................................................... 165
SnowRemoval ...................................................................................................................... 166
Health and Human Services
Health .................................................................................................................................... 167
ElderServices ....................................................................................................................... 170
Youth and Recreation Services ............................................................................................. 174
VeteransServices .................................................................................................................. 177
Culture and Recreation
Library .................................................................................................................................. 180
Support Services
Auditing ................................................................................................................................ 185
Purchasing ............................................................................................................................. 186
Information Technology ....................................................................................................... 188
Facilities ................................................................................................................................ 190
Education
North Andover School Budget .............................................................................................. 195
North Andover Personnel Listing ......................................................................................... 195
Non Departmental
Insurance
Health and Property Insurance .................................................................................. 196
Health Insurance Rate Chart ..................................................................................... 197
Retirement ............................................................................................................................. 201
CherrySheet Assessments .................................................................................................... 202
FinanceCommittee ............................................................................................................... 207
Legal ..................................................................................................................................... 207
Unclassified— Shared Cost ................................................................................................... 207
Capitaland Reserves ............................................................................................................. 208
Enterprise Funds
WaterDepartment ................................................................................................................. 211
SewerDepartment ................................................................................................................. 215
StevensEstate ....................................................................................................................... 219
DOCUMENT- WIDE CRITERIA
Statistics ............................................................................................................................................ 221
NorthAndover at a Glance ............................................................................................................... 222
Labor Force, Employment and Unemployment in North Andover .................................................. 223
LargestTaxpayers ............................................................................................................................. 224
DepartmentalStatistics ..................................................................................................................... 225
Capital Asset Statistics ...................................................................................................................... 229
Glossaryof Terms ............................................................................................................................. 230
Acronyms .......................................................................................................................................... 238
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e-mail:
amaylor�townofnorthandover.com
Andrew W Maylor° 7�,Iej)ion (978)688-9510
76)wn Manager ]"CIX (978)688-9556
February 10, 2015
Executive Summary
Town Manager Recommended Budget Fiscal 2016
I am pleased to submit for your review and consideration the Fiscal 2016 Town Manager
Recommended General Fund and Enterprise Fund Budgets for the Town of North Andover. This
financial plan was developed with the adopted Budget Policy Statement as a backdrop and predicated
on our desire to deliver a sustainable level of services while honoring our commitment to be stewards
of the community.
As first communicated in the Five Year Financial Forecast back in December, each department was
asked to develop their budgets assuming a 3.5% year over year budget increase. I am pleased to
announce that the departments worked diligently to stay within that framework and the Town
Manager Recommended Budget for FY16 assumes that 3.5% increase for the Total Municipal
Budget and the budget for the North Andover Public Schools. Additionally, on January 29, 2015, the
North Andover School Committee voted unanimously to adopt the recommendation of the School
Superintendent for a 3.5% increase. Our town meeting members have communicated their
expectation that we reach consensus and the success we have had during the past three years to
improve our infrastructure while building reserves and delivering high quality services has been the
result of unprecedented cooperation between all of the town's elected and appointed officials,
specifically the Board of Selectmen, School Committee, and Finance Committee.
As I stated at the recent Annual Chamber of Commerce Mayors/Managers event, for those of us in
local government in North Andover we do not see ideology and competence as mutually exclusive
terms, but instead we believe that there is such a thing as the "ideology of competence" and it is the
- 1 -
basis of our relationship with the residents and businesses that we serve. This year that"competence"
will translate financially into our continued commitment to build reserves, including a unique
recommendation that we establish a SPED Stabilization Fund, and the continued realignment of staff
to match service level expectations. Additionally, the transition to the Group Insurance Commission
for employee health insurance has not only been a positive fiscal game changer but it has also
allowed us to begin to address the Other Post Employment Benefits (OPEB) liability while providing
health care holidays for employees in FY15 and FY 16. As part of the Town Meeting Warrant I will
recommend that we transfer $lmillion from the town's health care trust fund to an OPEB trust fund,
managed by the Commonwealth, as a way to further address the OPEB liability. What follows is a
brief explanation of the highlights of the recommended budget contained herein.
Fiscal 2016 General Fund Budget Highlights
Revenue
The revenues for Fiscal 2016 Recommended General Fund Budget total $89,348,722 or a 3.3%
increase compared to the Fiscal 2015 approved budget. The revenues are estimated to increase by
$2.8 million year over year and are based on the recommendation of the Revenue and Fixed Cost
Review Committee with the exception of the use of Free Cash for Capital and Reserves which are
described in more detail later in this document. Property taxes are assumed to increase by 3.6% or
$2.3 million based on the provisions of Proposition 2 1/2 and added New Growth. Local Receipts,
which include revenue streams such as the local meals tax, motor vehicle excise tax, and building
fees, are expected to increase by .8% or $72k. Specifically, the assumption for the largest category
within local receipts, motor vehicle excise, is budgeted to be level funded at $3.7 million in FY16,
although there have been recent signs that over the next several years this amount will begin to show
the steady growth it had prior to FY08. The final state school building assistance payment of$412k
for the high school was paid to the town in FY15 and when combined with level funding of other
state aid categories the result is a net decrease in state aid of $412k. Until the final state budget is
signed by the Governor(sometime well after the Annual Town Meeting), we will not be certain about
the effect on state aid of implementing full-day free Kindergarten in FY15; however, we expect the
effect to be positive. The indirect costs incurred by the Enterprise Funds and reimbursed to the
General Fund are the primary revenue source in the Operating Transfers category. However, the
reimbursement by Community Programs for the cost of the modular classrooms in the amount of
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$62k was also categorized here and those payments ended in FYI resulting in an overall decrease of
$25k in FY16.
Expenses
Total recommended General Fund Spending for FY16 is $89,348,722 or a 3.3%increase compared to
the Fiscal 2015 approved budget.
Non-Departmental/Fixed Costs
This category represents approximately 28% of all General Fund spending. The budget
recommendation incorporates the Revenue and Fixed Cost Review Committee estimates, as well as
adding recommendations made under Capital and Reserves., and an additional $402k for an
expected increase in Health Insurance premiums, for a total of$24.7 million or an increase of 4.3%.
This increase drops to 3.3% when excluding the increase to Capital and Reserves (explanation
below). The Retirement Assessment of $4.1 million, an increase of $312k, is based on a funding
schedule independently prepared for the Essex Regional Retirement Board of which North Andover
is the largest member. The 8.3% increase in this category should be expected annually for the next
decade or more. Health insurance premiums for active and retired employees will increase this year
by upwards of 9.5% after averaging less than 5% during the past 5 years. Current year spending in
this category is tracking very well and therefore, the recommendation is that actual budgeted
spending will only need to increase by 3.6% to cover next year's costs. There are projected
increases in the town's various insurance accounts (Workers Compensation, Police and Fire, and
Property and Liability) although nothing notable. A retrospective three year view of Unemployment
Compensation has led to a recommendation to decrease this category by $50k. A change in state
accounting practices will result in the cost of students attending Essex Agricultural being reported
separately from Assessment for the first time and a corresponding reduction in State Assessments. An
anticipated increase in the number of students attending Greater Lawrence Vocational Technical
High School has resulted in a recommendation that this expense be increased by $74k.
Capital and Reserves
This line item within the Non-Departmental/Fixed Costs category includes recommended and
required transfers to various reserve accounts in the amount of approximately $2 million.
Specifically, in FY16 the recommended budget includes the annual appropriation to the
Capital Stabilization Fund of $213k consistent with the adopted Financial Reserve Policy.
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Also consistent with that policy I am pleased to announce that an appropriation of only $64k
needs to be made to the General Stabilization Fund to achieve the 5% reserve standard which
has been our goal. In past years this amount has been in excess of $600k. Both of these
requests will be funded from Free Cash. The Overlay Reserve Fund is used to pay for
approved property tax abatements and the recommended amount of $550k this year is
consistent with past years. The Overlay Reserve Fund is funded by Operating Revenues.
There are two new one-time recommendations in the Capital and Reserves category. First,
$408k is recommended to fund a 271' (as opposed to the normal 26)payroll which impacts the
budget in certain years based on the effect of leap years, the fact that a 365 calendar year does
not divide equally in to 7 day weeks, and the method by which the Town accounts for payroll.
Both public and private sector organizations have to deal with this issue. As a reminder to the
Board, the Town accounts for 100% of the payroll of a pay period based on the fiscal year of
the pay date, not when the salary is earned. The Finance Committee and the Town agreed
many years ago to treat this as an anomaly and fund it as a one-time expense in the fiscal year
it occurred. The 27th payroll does not increase wages in anyway; it is just the result of the
timing of pay periods. Therefore, it was not included in the municipal budget, but in this
category and funded by Free Cash. Based on our estimates the next 27th pay period will be in
FY27. Second, I am recommending that the Town take the unique step and establish a Special
Education Stabilization Fund in the amount of $750,000. The intention is to help stabilize
spending on regular education by providing a reserve to deal with unexpected costs in Special
Education primarily as the result of out of district placements after the budget has been
adopted. I am in the process of developing a reserve policy that outlines when and how the
fund can be used. I am recommending that this new reserve be funded from Free Cash.
School and Municipal Government Spending
As mentioned previously, school department spending and municipal spending increase by 3.5% in
this recommended budget. It should be noted that although Total Municipal spending has increased
by the recommended 3.5%, from department to department the percentage increases may vary as a
result of priorities established in the Budget Policy Statement, other agreed upon priorities or
unexpected costs. An example would be the 3.7% increase in Library spending to help align staffing
with service delivery, or the 4.5% increase in Public Safety spending that is in part the result of the
payouts associated with expected retirements. Also, Salary Reserve line items have been budgeted in
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each of the municipal categories to account for estimated salary increases for those union employees
whose contracts expire in FY15 or for exempt employees not covered by union contracts. The
amounts in the various salary reserves represent a 2.25% budgetary increase. Two additional notes,
the ESCo project will yield approximately $300,000 in net savings (81% school department, 19%
municipal government departments) which will stay with the individual departments in addition to
the 3.5%. Also, the $92k in annual rent savings for the school administration space at Osgood
Landing will remain with the school department. The maintenance and utility costs associated with
the new administration building will be funded from the school department budget.
Staffing
General Fund School Department
The approved School Department Budget for FY16 recommends an increase of 3.3 Full Time
Equivalent (FTE) employees. There is an increase in Paraprofessionals and Aides from 102.2
FTEs to 103.2 FTEs. Additionally, the budget calls for an increase of 2.3 FTE in Teachers
and Other Professionals.
General Fund-Municipal Government
Municipal General Fund staffing for FY16 represents a .15 FTE increase from FY15. As you
are aware the goal for the past four fiscal years has been to properly align staffing with the
service expectations and service delivery of municipal departments. Examples of that in FY16
are adding a 1.0 FTE Benefits Specialist to the Human Resources Department to address the
impact of transferring to the GIC and in recognition of our need to focus more energy on our
most important resource, our employees. Additionally, an ongoing evaluation of the needs of
Veteran's Department led us several years ago to add a .4 FTE to that department. Last year I
recommended that increase to .5 FTE and in FY16 we can achieve the proper staffing by
making that a .6 FTE, or an addition of.1 FTE. With the hiring of a new director, the focus of
Community Development has broadened to include encouraging economic development. As
you know, to assist in that process an employee was promoted to assistant director (adding 1.0
FTE) to focus internally on enhancing the permitting process, amongst other initiatives, and
allowing the director to focus on fostering business relationships. Finally, Library staffing has
been of particular focus during the past two years and in FY16 I am recommending the
addition of part-time hours to existing employees which will result in a .30 FTE increase.
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Given our desire to maintain staffing at sustainable levels, most of the increases above came
as a result of reassigning existing staff or reducing staff. As an example, the reduction of
hours of two positions (one the result of a retirement) and the allocation of those duties to an
existing employee, led to 1.0 FTE reduction in the Accounting Department. In addition, the
Zoning Board clerical position was cut to by .5 FTE based on an evaluation of the workload
of that department. Also, the .5 FTE administrative assistant in the Town Manager/Selectmen
Department assumed the aforementioned Benefits Specialist role and was not backfilled
thereby resulting in a .5 FTE reduction in that department. Finally, there has been a
reallocation of.25 FTE from the Department of Public works to the Sewer Enterprise Fund in
recognition of the proper funding source for the position. Please note that the position
realignments and additions above will result in no new health insurance contracts or increases
in benefits.
Support Services
The Support Services category represents those departments which deliver services to both school
and general government departments, in other words, shared services. For budgeting purposes, the
costs to operate these departments are established and accounted for prior to the allocation of
remaining funds to other departments. In FY16 this category is recommended to decrease by $140k
or 8.2%which is largely attributed to a decrease of$152,391 in Information Technology. As you may
recall the Town decided to implement a unified financial and permitting software product beginning
in FY15 to replace the multiple products that exist currently. In FY15 this required the Town to pay
support costs for both the current and new products which will no longer be the case from FY16
forward; therefore, resulting in a reduction in cost. Please note that the preventative maintenance
contract (approximately $55k) related to the ESCo project will be paid for by the departments which
will see the energy savings. Additionally, a recent bid for auditing services yielded a low bid which is
$4k per year less than the current contract amount.
Fiscal 2016 Enterprise Fund Budget Highlights
Water
The recommended Water Enterprise Fund budget for FY16 will see a 4.8% decrease from FY15
($5.3 million vs. $5.6 million) attributable to a $424k decrease in debt service. Total Personnel Costs
are recommended to increase by $43k or 4.9% while other non-debt related expenses are expected to
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increase by approximately 3.6% or $110k. The fund balance in the Water Enterprise Fund has
reached the four months worth of operating reserves ceiling per the Financial Reserve Policy and any
retained earnings in excess of that amount will be used to offset rates through pay-as-you-go capital
purchases. If the recommended budget is approved by Town Meeting, water rates should remain
unchanged for the 41' consecutive fiscal year.
Sewer
The recommended Sewer Enterprise Fund budget for FY16 will see a 4.3% decrease from FY15
($4.5 million vs. $4.7 million) attributable to a $407k decrease in debt service resulting in a $253k
decrease in overall expenditures. Total Personnel Costs are recommended to increase by $49k or
13.9% largely attributable to a .25 FTE transfer to this fund from Public Works in the General Fund
(See "Staffing"). Other non-debt related expenses are expected to increase by 3.3% or $154k almost
exclusively the result of the increase in the assessment for the Greater Lawrence Sanitary District
(increase of $66k) and pay-as-you-go capital spending of $80k. The fund balance in the Sewer
Enterprise Fund has reached the four months worth of operating reserves ceiling per the Financial
Reserve Policy and any retained earnings in excess of that amount will be used to offset rates through
pay-as-you-go capital purchases. If the recommended budget is approved by Town Meeting, sewer
rates should remain unchanged for the 41' consecutive fiscal year.
Stevens Estate
The performance of the Stevens Estate in FYI has been remarkably strong and I fully expect that the
Fund will generate its fourth consecutive profitable year in 2015. Given the nature of how Enterprise
Funds operate and the for-profit context of the Estate, in order to keep pace with the increased
bookings the expenses will need to increase. Therefore, I am not concerned that expenses will
increase more than 10% year over year (from $293k to $323k), since this means that bookings and
ultimately revenue will increase accordingly.
Conclusion
The development of this recommended budget would not be possible without a commitment by all
departments to review each and every line item in their budgets so that their FY16 requested
funding is consistent with our goals of sustainability, stewardship, and service, while being mindful
of the limits of our funding. 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
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and Assistant Town Manager Ray Santilli for their invaluable assistance in helping me prepare this
budget. The professional comradery that exists between all those involved in the budget process
has made North Andover a model community that others surely would like 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 in the Budget Policy Statement 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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Town Organization
Background
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 Cities 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 routes 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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Board of Selectmen
Richard M. Vaillancourt, Chairman
William F. Gordon, Clerk
Rosemary Connelly Smedile
Donald B. Stewart
Tracy M. Watson, Licensing Chairman
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 2014-2015 School Committee are:
Andrew McDevitt, Chair
Brian Gross, Vice Chair
Stanley Limpert, Clerk
David Torrisi, Member
Zora Warren, Member
Revenue Fixed Cost Review Committee
The Revenue Fixed Cost Review Committee advises the Town Manager on revenue, other financial
sources and fixed cost projections for the town operating budgets. The Committee shall consist of
two finance committee members, the School Superintendent, the Director of Finance and
Administration, and the Town Accountant. The Town Manager shall serve as an ex-officio member
of the committee. The Committee shall meet within thirty (30) days but no later than December 1st of
the issuance of the Board of Selectmen budget policy statement provided for in Chapter 9, Section 2-
3 of the Town Charter and shall report to the Town Manager and the Finance Committee their initial
estimates for revenue and other financial sources projections and fixed cost estimates for the
following year's annual operating budget within forty-five (45) days of the Committee's first
meeting. The Committee's report shall identify and describe all revenue and financing sources and
anticipated fixed costs and shall provide a written rationale supporting estimates contained therein.
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 AINTOVRR
ORGANIZATIONAL CHART
Citizens of North Andover
3
Town Meeting
Finance Committee Board of Selectmen School Committee
Town Counsel Town Manage, School Superintendent
Ass:starxt Town Manager/Purchasing
N i=lnanGC Public Works sdmtmstration Fire PoPc Emergency community sinvices Community
Frame Director DI4t Director No Diy�si4n Head pine Chief Polisc Chien Management Human Resources Director
j EM Director. Director :
Atct/6ud -Streets/Sidewalks �'. Cle:"crnsPng Communications ���--
_ •: Elder Services Planning
Treas/Coll z' :1
Fleet Maintenance - .Conservation
Stevens Library ..
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Ass€ssl Sold
Veterans Services Health
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Human Resources` Inspectional
water/Sewer....... Services
3 Stevens Estate
Engineerin&IGIS
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�..YouthFReecrea#ion...''.....
Boxes in Red indicate jointTown(Schooi departments.
Faxes in Green represent Department Head Appointed by Selectmen
PRINCIPAL OFFICIALS
Department Official(s) Additional Areas of Authority
Accounting Lyne Savage, Town Accountant Finance Director,Budget Director
Administration Andrew Maylor, Town Manager
Raymond Santilli,Assistant Town Manager,Purchasing Agent
Assessing Garrett Boles,Assessor
Community &Economic Development Eric Kfoury, Director
Conservation Department Jennifer Hughes, Administrator
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, Director
Information Technology Vacant, Director
Inspectional Services Gerald Brown, Inspector of Buildings Plumbing, Electrical
Library Kathleen, Keenan, Director
Planning Department Vacant, Manager
Police Department Paul Gallagher, Chief
Water, Sewer, Streets, Fleet,
Public Works Bruce Thibodeau, Director Buildings, 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, Manager
Youth&Recreation Services Richard Gorman, Manager
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Budget Policy Objectives and Related Goals
The financial constraints which existed in the first decade of this century have been replaced with an
environment of relative fiscal stability, especially during the past three years. The FY16 spending plan will
continue to focus on maintaining the Town's commitment to the "Fundamentals" a set of policy objectives
that seek to promote a single, pro-North Andover agenda predicated on sustainability and stewardship.
Contained within those Fundamentals are priorities established by the Board of Selectmen as part of their
strategic planning process.The primary focus of the Fundamentals, assuming these priorities, includes:
• Financial - steadily improving the Town's financial condition through balancing budgets and
advancing responsible reserve policies that strengthen local government's flexibility to act on
pressing needs while protecting against the impacts of economic downturns that could threaten
municipal services delivery and the viability of the Town government. The Board will continue to
implement the financial reserve policies adopted on February 10, 2014 to achieve acceptable
reserve standards, along with increasing pay-as-you go capital funding, reducing the OPEB liability
and maintaining a structurally balanced budget. The Town will seek to expand regional strategic
partnerships with surrounding communities.
• 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 begin the implementation phase of the "vision"created
for the Rte 125 corridor detailed in the Mass Center for Economic Development report. The Town
will also continue to engage state officials and other stakeholders to address needed pedestrian
and other improvements along Rte 114. The Town will continue to pursue parking enhancements
along the Main Street Business Corridor to improve access to businesses and town hall.
• Neighborhood Enhancement—continually producing improvements in each and every neighborhood
of the Town by updating infrastructure through a functioning Capital Improvement Program, cleaning
streets, enhancing open space, and tackling and resolving long-standing problems. The Town will
continue with the five (5) year roadway improvement plan and provide an updated plan on the
Town website. The Town will also develop a plan to improve the streetscape in the downtown,
machine shop village and library areas, including replacing and maintaining the trees in those
areas. The Board will focus on developing a preliminary plan for a Sports Field Complex located at
the Middle/Atkinson Schools, in addition to improving municipal and school playgrounds. The
Board will review certain parcels in town that have a potential for large scale development to
determine if the Town may be interested in pursuing any parcels that, if developed, may have a
detrimental impact on delivery of town services. The Town will seek assistance from the state to
install noise barriers along Route 495 and to limit the amount of temporary signs on public
property.
- 14-
• 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 FY16, the Board will reach out to local large business leaders seeking input
regarding growing and retaining businesses in town. The Town will continue to explore increasing
transportation options for North Andover to and from Boston via bus or rail. Additionally, the
Board supports the continued ownership by the Town of the Stevens Estate and the surrounding
open space,but will explore the cost/benefit of the Estate's ancillary structures and grounds.
• Public Safety — constantly improving upon the protection of the public and its property by initiating
policy and providing the necessary resources, be it training, staffing or equipment, to effectively
carry-out the missions of the Town's law enforcement, fire and emergency management agencies.
The Board will work with the police department and collaborate with other communities to
develop a plan to address substance abuse and drug trafficking problems affecting our area.
• 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 FY16, the Town will remain committed to the implementation of the
Facilities Master Plan adopted by the Town Meeting of 2012, reach out to departments to get
feedback regarding priorities and make improvements to the Town's website and continue to use a
variety of electronic communication systems to inform the public. On an annual basis, the Board
will review and update their policies and procedures.
- 15-
Challenges Addressed in the Fiscal Year 2016 Budget
As in previous years the FY16 Budget is predicated on an agenda that strives to promote 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 FY16 Budget addresses major challenges relating to those
Fundamentals, including:
Defining and Managing Budget Issues for FY16 and Beyond—Identifying and managing budgetary issues in
the face of a new economic environment which is remarkably unpredictable has represented an annual
challenge during the past several years and FY16 is no different.That being said,our emphasis on budgeting
conservative revenue growth, recommending structurally balanced budgets and building reserves to
adequate levels has positioned us to weather almost any financial storm. However, short term successes
should not be confused with true sustainability and decision makers must remain focused on the long term
and avoid "feel good" short term thinking.
Promote Economic Development,Asset Improvement and Maintenance—The FY16 Budget contains funding
for organizational changes which we believe will assist in attracting new businesses and retaining existing
ones. Also, increased funding of pay-as-you-go capital projects is an important component of this budget,
consistent with the past several years, as is the continued funding of the Town's Reserve 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
I ife.
Delivering High Quality Services that are Sustainable in the Long Term—The FY16 Budget is in balance
without the use of one-time revenues (other than to fund reserves and the 27th pay period)for the fourth
consecutive year. In recognition of the impact that the uncertainty of Special Education costs can have on
ensuring the delivery of a quality education for all children in North Andover, this budget recommends that a
Special Education Stabilization Fund be established. The goal is to provide a funding mechanism to address
extraordinary situations which could lead to shifting funds from other education programs to cover
unexpected special education costs. As has been the consistent theme for the past several years, the goal is
to create sustainable service delivery.
- 16-
Development of the Fiscal Year 2016 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 the Open Space & Recreation Plan.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 Finance Director and the Revenue and Fixed Cost Review Committee review
this data in order to develop the budget guidelines and policies that drive the development of the upcoming
fiscal year budget.
The economic scan of the FY 16 Budget indicated there was a second year of incremental increases in
economic growth in the state. Given the current state budget deficit, the budget reflects level funded state
aid for most categories. Additionally,the budget assumes nearly level funded local receipts, a significant
decrease in debt service while the increase in the Town's health insurance costs is manageable as a result of
the migration to the Group Insurance Commission. 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
continue to focus on developing regional strategic partnerships to reduce the cost of service delivery,
increase its focus on "Green" initiatives to reduce energy consumption, and encourage the state to reduce
unfunded mandates. Additionally,the Town will need to continue to find a way to reduce the Other Post
Employment Benefits (OPEB) liability and also reduce the impact of retirement benefits in order to stay
sustainable.
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Photo Courtesy of Millie Matasso
Budget Overview
Citizen's guide to the Fiscal Year 2016 Budget
The budget is a blueprint of Town services and facilities for Fiscal Year 2016. 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 (UMAS)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 difference
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 FY16 was initiated in September 2014. In
November the Revenue Fixed Cost Committee meets to begin the process of making recommendations for
the FY16 revenue projections which are presented to the Town Manager to assist with his recommendations
for the FY16 budget. 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
- 19-
budgets. Each department then prepared FY16 operating 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 Town Manager by January 13, 2015.
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.
The budgets submitted were reviewed and adjusted by the Town 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 Town 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 Town 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.
Budget Process and Controls—The level of budgetary control is established by Town Meeting and this
approval defines the level at which expenditures may not exceed appropriations. This level is typically at the
functional level. Additional appropriations may be approved at subsequent Town Meetings. These controls
ensure compliance with the budget approved at Town Meeting.
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.
-20-
BUDGET CALENDAR
Board of Selectmen set calendar September 26, 2014
Capital Budget Instructions distributed September 29, 2014
Budget Policy Statement Adopted October 20, 2014
Capital Improvement request due October 27, 2014
Operating Budget instructions manual distributed November 3, 2014
Revenue/Fixed Cost Review Committee initial meeting November 19, 2014
Town Manager presents Five-Year Financial Forecast December 1, 2014
Recommended Capital Budget issued to Selectmen December 15, 2014
Recommended Capital Budget issued to Finance Committee December 16, 2014
Revenue/Fixed Cost Review Committee issues final report January 2, 2015
Superintendent submits budget to School Committee January 8, 2015
Departmental Operating Budget requests submitted January 13, 2015
Board of Selectmen vote on Capital Budget January 5, 2015
School Committee hold public hearing January 29, 2015
School Committee votes to adopt budget February 5, 2015
Operating Budget submitted to Board of Selectmen February 23, 2015
Operating Budget submitted to Finance Committee February 25, 2015
Board of Selectmen vote to adopt budget March 9, 2015
Warrant for Annual Town Meeting closes March 9, 2015
Finance Committee Public Hearing April 1, 2015
Finance Committee recommendations April 1, 2015
Warrant to printer April 17, 2015
Warrant available to Town Meeting members April 27, 2015
Town Meeting May 19, 2015
-2� -
BUDGET PROCESS
BUDGET PREPARATION SCHEDULE
Development of Capital Budget
Five Year Forecast
School Department Budget Development
Revenue Fixed Cost Committee Revenue Projections
Municipal Department Budget Development
Superintendent submits budget to School Committee
Board of Selectmen vote Capital Improvement Plan
NSchool Committee approves school budget
Town Manager submits budget to Board of Selectmen
Board of Selectmen forward budget to Finance Committee
Board of Selectmen approve Operating Budget
Finance Committee holds Public Hearing
Finance Committee submits recommendations
Town Warrant available to town Meeting members
Annual Town Meeting
AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN
Town of North Andover
Financial Reserve Policies
Adopted by the North Andover Board of Selectmen on February 10,2014
Adopted by the North Andover Finance Committee on February 5,2014
Fund balance and reserve policies should be established to protect the Town from unforeseen increases
in expenditures, reduction in revenues, or a combination of both, or any other extraordinary events.
Fund balance and reserve policies also serve to provide an additional source of funding for capital
construction and replacement projects. Reserves should normally average 5%to 15%of the Town's
General Fund budget.
There are two classes of reserves: 1) restricted reserves which are to be utilized only for the purpose
designated, 2) unrestricted reserves which can be utilized at the discretion of the authorized personnel.
Reserve policies cover: Operating Reserves,which provide for unanticipated expenditures or
unexpected revenue losses during the year; Capital Reserves, which provide for normal replacement of
existing capital plan and the financing of capital improvements; OPEB Reserves provide for funding of
other post employment benefit liability; Cash Flow Reserves, which provide sufficient cash flow for daily
financial needs; and Contingency Reserves provide for unanticipated expenditures.
The Town shall maintain the following general, special and strategic reserve funds:
• Operating Reserves—The maintenance of adequate operating reserves is essential to the
financial strength and flexibility of the Town as a whole. Adequate operating reserves are
integral parts of the financial structure of the Town and help make it possible for the Town to
issue debt, among many other functions.
1. Undesignated Fund Balance-Operating fund balance shall be maintained at sufficient
levels to absorb unpredictable revenue shortfalls and to insure desired cash flow levels.
With regard to the General fund, cash balances available at year end shall, in
combination with the new revenues be sufficient to preclude any requirement for short-
term debt to sustain Town operations. Should this fund balance fall below 5%of the
"Fund Balance Floor," defined as General Fund revenue less state aid and appropriations
-23-
to reserve accounts, a plan for expenditure reductions and/or revenue increases shall be
submitted to the Board of Selectmen during the next budget cycle.
2. Free Cash—This reserve provides for the temporary financing of unforeseen
opportunities or needs of an emergency nature including increases in service delivery
cost. This is the portion of undesignated fund balance certified by the Department of
Revenue, Division of Local Services, as "Free Cash". Monies held in this reserve may be
appropriated during the current budget year and may also be used as a source of
revenue for the ensuing budget year. Of all general fund reserves this is the most
flexible.
• Stabilization Fund—a Stabilization Fund shall be maintained, under the provisions of MGL
Chapter 40, Section 5B.
1. The target funding level (TFL) for the Fund shall be an amount equivalent to 5%of the
Town's prior year's Total General Fund Revenue less appropriations to reserve accounts. A
Stabilization Fund Floor shall be established at 1.5%of the Town's prior year's Total General
Fund Revenue less appropriations to reserve accounts. The Fund shall be funded only with
Free Cash or one-time revenues.
2. The Stabilization Fund may only be used under the following circumstances:
a. To support the operating budget when General Fund Net Revenue, as defined as
Total Revenue less debt exclusions and state school building reimbursements,
increases less than 2.5%from the prior fiscal year.
b. To fund capital projects, on a pay-as-you-go basis,when available Free Cash drops
below$2 million in any year and only if the Capital Stabilization Fund has reached its
floor as defined in the Capital Stabilization Fund section of this policy.
3. The level of use of the Stabilization Fund shall be limited to the following:
a. When supporting the operating budget under "2a" above, the amount drawn down
from the fund shall be equal to the amount necessary to bring the year-over-year
increase in the Town's prior year Net Revenue by 2.5%, or$1 million, whichever is
less. The draw down shall not occur in more than three consecutive fiscal years and
the maximum shall not exceed $2.5 million for the three year period.
b. When funding capital projects, on a pay-as-you-go basis under "216" above, no more
than $1 million may be drawn down from the fund in any fiscal year.The draw down
shall not occur in more than three consecutive fiscal years and the maximum shall
not exceed $2.5 million for the three year period.
4. In order to replenish the Stabilization Fund if used, in the year immediately following any
draw down, the Town shall formulate a plan to restore the Fund to the previously identified
TFL. Said funding shall come from Free Cash.
-24-
• Capital Stabilization Fund a Stabilization Fund shall be maintained, under the provisions of MGL
Chapter 40, Section 5B.
1. The TFL for the Fund shall be an amount equivalent to 1%of the Town's prior year Total
General Fund Revenues. A Capital Stabilization Fund Floor shall be established at
$25,000.The Fund shall be funded only with Free Cash or one-time revenues.
2. The Capital Stabilization Fund may only be used under the following circumstances:
a. To fund projects which have been approved as part of the Town's Capital
Improvement Plan (CIP).
• Other Post-Retirement Benefits(OPEB)--a Stabilization Fund shall be maintained, under the
provisions of MGL Chapter 40, Section 5B.
1. The target funding level (TFL) for the Fund shall be an amount equivalent to 5%of the OPEB
unfunded actuarial liability.
a. An amount equal to 1%of the OPEB unfunded actuarial liability shall be transferred
to the Fund from the Town's Health Insurance Trust Fund at the time the Fund is
established.
b. Annually, an amount equal to a minimum of 2.5%of the Fund balance shall be
appropriated to the Fund either from the operating budget or Free Cash.
c. From time to time the Town shall analyze the balance in the Health Insurance Trust
Fund to determine if additional funds can be transferred into the OPEB Fund.
2. In order to replenish the Stabilization Fund if used, in the year immediately following any
draw down, the Town shall formulate a plan to restore the Fund to the previously identified
TFL. Said funding shall come from Free Cash.
Note:The Annual Town Meeting of 2010 established an OPEB trust fund to offset the
anticipated cost of other post employment benefits (OPEB) of retired employees. To date, no
appropriation has been made to that fund. This fund should be eliminated.
• Overlay Reserve--established per the requirements of MGL Chapter 59, Section 25,the Overlay
is used as a reserve, under the direction of the Board of Assessors, to fund property tax
exemptions and abatements resulting from adjustments in valuation. The Board of Selectmen
shall, at the conclusion of each fiscal year, require the Board of Assessors to submit an update of
the Overlay reserve for each fiscal year, including, but not limited to, the current balances,
amounts of potential abatements, and any transfers between accounts. If the balance of any
fiscal year overlay exceeds the amount of potential abatements, the Board of Selectmen may
request the Board of Assessors to declare those balances surplus,for use in the Town's Capital
Improvement Plan (CIP) or for any other one-time expense.
-25-
• Enterprise Fund Retained Earning Reserve—to provide rate stability in the Water and Sewer
Enterprise Funds, the funds will maintain retained earnings equivalent to a minimum of three
months of appropriated expenses. Retained earnings in excess of four months will be
appropriated to offset user fees directly or indirectly through capital project pay-as-you-go
funding of enterprise fund projects.
-26-
Overall Summary of the Budget
The FY16 Budget for all general Town services and facilities totals $99.5 million. The total
includes $45.2 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); $10.3 million to support the cost
of the Water, Sewer and Stevens Estate Enterprise Fund budgets and $44.0 million to support the
School Department and regional Vocational Schools.
GENERAL FUND REVENUE
2016 REVENUE M11-01--us—us
All 0th-
0.8% 3.3%
IIn4eirgr irnmeintaI'...
101.7%
ILacemses am1d em'maats
Charges for Ser+�ic.e
4.0%
I
dbR:M1hler Taxes � /
5.1%
P'raperty Taxes
75.8'%
2016 TM
2012 Actual 2013 Actual 2014 Actual 2015 Adopted Recmm'd
Property Taxes $ 59,914,742 $ 60,620,515 $ 62,596,596 $ 65,345,132 $ 67,697,726
Tax Title $ 250,143 $ 174,857 $ 608,698 $ - $ -
Other Taxes $ 4,285,545 $ 4,690,699 $ 5,480,517 $ 4,512,000 $ 4,548,300
Charges for Service $ 3,778,657 $ 3,732,173 $ 3,695,838 $ 3,526,629 $ 3,559,908
Licenses and permits $ 227,644 $ 256,074 $ 272,553 $ 250,550 $ 270,200
Intergovernmental-State Aid $ 8,558,726 $ 9,488,463 $ 9,848,056 $ 9,749,141 $ 9,595,512
Miscellaneous Revenue $ 1,476,005 $ 1,241,695 $ 1,138,851 $ 706,816 $ 689,925
All Othter Sources $ 1,463,962 $ 2,644,006 $ 1,543,374 $ 2,414,647 $ 2,987,151
$ 79,955,424 $ 82,848,482 $ 85,184,481 $ 86,504,915 $ 89,348,722
-27-
GENERAL FUND EXPENDITURES
2016, �EXP�E..�NS�E.S General 3.6%
meat
P u bl i c safety
PublicWorks
5.
iuu unu uw ww�uu W IIIIIIIIII
Health&Human Services
Culture&Recreation
1.6%
Support Services
2.4'x'...
;;nnnm
Education
57.5' ',.
2012 Actual 2013 Actual 2014 Actual 2015 Budget 2016 Recmm'd 2016 Recmm'd
General Government $ 2,019,696 $ 2,143,756 $ 2,083,600 $ 2,336,445 $ 2,355,457 $ 2,355,457
Public Safety $ 8,638,048 $ 9,134,674 $ 9,376,598 $ 9,982,596 $ 10,432,514 $ 10,432,514
Public Works $ 3,795,230 $ 4,477,316 $ 4,609,468 $ 4,319,636 $ 4,482,958 $ 4,482,958
Health & Human Service! $ 991,934 $ 985,720 $ 1,083,822 $ 1,221,135 $ 1,220,533 $ 1,220,533
Culture& Recreation $ 827,774 $ 847,254 $ 861,428 $ 942,646 $ 974,850 $ 974,850
Support Services $ 1,088,441 $ 1,103,047 $ 1,342,538 $ 1,704,357 $ 1,564,360 $ 1,564,360
Education $ 37,226,282 $ 38,746,920 $ 40,102,437 $ 42,605,727 $ 43,612,479 $ 43,612,479
Debt $ 7,242,540 $ 6,333,589 $ 6,324,465 $ 5,876,612 $ 5,858,518 $ 5,858,518
Employee Benefits $ 13,047,941 $ 13,429,894 $ 13,989,672 $ 13,605,652 $ 14,273,833 $ 14,273,833
Unclassified Shared Cost $ 1,326,072 $ 1,299,057 $ 1,353,175 $ 1,636,745 $ 2,126,847 $ 2,126,847
Capital & Reserves $ 32,415 $ 1,128,103 $ - $ 1,226,500 $ 1,436,063 $ 1,436,063
Overlay $ 459,973 $ 629,707 $ 564,134 $ 550,000 $ 550,000 $ 550,000
State Assessments $ 1,813,511 $ 1,788,615 $ 1,254,988 $ 495,323 $ 460,309 $ 460,309
$ 78,509,857 $ 82,047,654 $ 82,946,325 $ 86,503,374 $ 89,348,722 $ 89,348,722
-28-
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 $86,902,351 which is the
Town appropriation of$99,508,609 less Overlay Provisions ($550,000), Cherry Sheet
Assessments ($460,309), Transfer to Stabilization ($64,412), Transfer to Capital Stabilization
($213,000), Transfer to Special Education Stabilization ($750,000), Overlay Deficit ($303.),
Salary Reserve ($408,348) and less the Water, Sewer and Stevens Estate Enterprise Funds of
($10,159,886).
General Fund Budget The general fund operating budget in FY16 totals $87.91 million
(exclusive of Free Cash for Reserves), which represents a 2.62%increase over FYI 5.
Revenue: The Town receives 77.01% of its revenue from Property taxation; this is its largest
source of funds. This category has an increase of$2.3 million or 3%. The Town also receives
revenue in State Aid of$9.5 million or 10.91%. The Town also receives $9.1 million or 10.32%
of its revenue in local receipts (fees,permits, etc.).
Expenditures: The School department operating budget at $43,612,479 reflects an increase of
$2.1 million or 3.5% and represents 48.81% 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 67.5% of the
operating budget these increases, without increased State assistance, will continue to have a
negative impact in other funding categories. The Town's decision to migrate to the GIC in FYI
resulted in lower costs that will benefit the town for the next several years. In FYI there is a
projected increase in premiums as can be expected, but by lowering the baseline cost the budget
impact of this health insurance increase is reasonable. The effort to reduce debt service continues
to pay dividends and this initiative should remain a priority. Increased pay-as-you-go funding
remains a component of the FYI Budget and this will continue to be the case as long as
available spending capacity allows.
Capital Budget and Debt Service. The FYI Budget includes $5.8 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.
-29-
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 FY16 is $10,159,886.
ENTERPRISE FUND REVENUE
216 REVENUE
OtherlRevenue
12.0%
User Fees
88.0%
2012 Actual 2013 Actual 2014 Actual 2015 Adopted 2016 Recmm'd
Sewer User Fees $ 4,071,056 $ 4,501,561 $ 4,601,892 $ 4,225,172 $ 3,985,139
Sewer Other $ 743,615 $ 445,783 $ 405,160 $ 493,279 $ 529,797
Water User Fees $ 4,344,947 $ 4,694,416 $ 4,547,027 $ 4,813,434 $ 4,510,757
Water other $ 967,428 $ 793,890 $ 748,643 $ 779,166 $ 811,511
Stevens Estate Fees $ 279,860 $ 335,372 $ 337,071 $ 292,719 $ 360,000
Stevens Estate Other $ 208 $ 399 $ 480 $ - $ -
$ 10,407,114 $ 10,771,420 $ 10,640,273 $ 10,603,770 $ 10,197,204
-30-
ENTERPRISE FUND EXPENDITURES
016 EXPENSES Transfer taCapital Projects
Salaries
Indirect{C.ast
13.5' ',.
Expenditures
19.8'x',.
�111101
} as
Debt
GLSD Ass.essment
2012 Actual 2013 Actual 2014 Actual 2015 Budget 2016 Recmm'd
Salaries $ 1,247,230 $ 1,246,827 $ 1,352,263 $ 1,362,560 $ 1,474,859
Expenditures $ 1,720,320 $ 1,691,443 $ 1,515,343 $ 1,950,684 $ 2,010,204
GLSD Assessment $ 1,152,317 $ 1,325,429 $ 1,322,544 $ 1,655,000 $ 1,721,200
Debt $ 4,314,028 $ 4,197,386 $ 3,673,432 $ 3,663,331 $ 2,832,124
Indirect Cost $ 1,223,736 $ 1,323,775 $ 1,338,726 $ 1,372,195 $ 1,406,499
Transfer to Capital Projects $ - $ 103,357 $ - $ 600,000 $ 715,000
$ 9,657,630 $ 9,888,217 $ 9,202,307 $ 10,603,770 $ 10,159,887
-31 -
c „
D
Z
Luke Coc&ic&ewick
Photo courtesy of Brenda Tamasz
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 /z. Prop 2 �/z established, among several restrictions, a "2 '/z
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 FYI 6.
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
-33-
scheduled revaluation year for the Town. The Town's Board of Assessors is also responsible for
determining the value of personal property through an annual review process.
Major Changes:
There are three major factors that influence the amount of revenue generated by the real and personal
property tax:
1. Automatic 2.5% increase — Each year, a community's levy limit automatically increases by 2.5%
over the previous year's levy limit.
2. New Growth—A community is able to increase its tax levy limit each year to reflect new growth in
the tax base. Assessors are required to submit information on growth in the tax base for approval by
the Department of Revenue as part of the tax rate setting process. In FY16, 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 FY16 the debt exclusion is estimated to be $1,867,461. The levy ceiling of
a Town is 2.5% of valuation of the community. The ceiling for the Town in FY14 was $105,207,235.
As the following shows, the Town is substantially under its levy ceiling.
TAX LEVY BREAKDOWN
Actual Actual Actual Budget Projected
FY 2012 FY 2013 FY 2014 FY 2015 FY 2016
Tax Lnnit 55,488,866 57,613,671 59,689,214 61,955,069 63,639,283
Add 2.5% 1,3 87,222 1,440,342 1,492,230 1,084,214 1,590,982
Add New Growth 737,583 635,201 773,625 600,000 600,000
Add Override - - - - -
Levy Unit 57,613,671 59,689,214 61,955,069 63,639,283 65,830,265
+Debt Exclusion(s) 3,105,780 1,840,566 1,810,971 1,774,775 1,936,388
-SBA Rennb.-EXCLUDED DEBT - - - - -
-Debt Exclusion Adjustment - - - - -
SBA interest rennb-High School (68,926) (68,926) (68,926) (68,926) (68,926)
-Bond Premiurn
Sub total Excluded Debt 3,036,854 1,771,640 1,742,044 1,705,849 1,867,461
Max Levy 60,650,525 61,460,854 63,697,113 65,345,132 67,697,726
ActualLevy 60,626,359 61,434,579 63,441,828
Excess Levy 24,166 26,275 255,285
Levy Increase$ 2,062,016 810,329 2,236,260 1,648,018 2,352,595
Levy Increase% 3.52% 1.34% 3.64% 2.59% 3.60%
Levy Unit Increase$ 2,124,805 2,075,543 2,265,855 1,684,214 2,190,982
Levy Unit Increase% 3.83% 3.60% 3.80% 2.72% 3.44%
Net Debt Exclusion 3,036,854 1,771,640 1,742,044 1,705,849 1,867,461
-34-
%Change
Year to Year Comparison FY11 FY12 FY13 FY14 FY15 FY16 FY15-FY16
Tax Levy(per RECAP) $58,588,509 $60,650,525 $60,795,372 $63,205,294 $65,345,132 $67,697,726 * 3.6%
*Estimated
$100
c
$50
0 .......................
FY11 FY12 FY13 FY14 FY15 FY16
Motor Vehicle Excise Tax Receipts — State law (Proposition 21/2) 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:
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 not expected to increase FY16.
%Change
Year to Year Comparison FY11 FY12 FY13 FY14 FY15 FY16 FY15-FY16
Motor Vehicle Excise $ 3,775,200 $ 3,750,578 $ 3,779,369 $ 4,362,823 $ 3,700,000 $ 3,700,000 * 0.0%
*Estimated
$5.0
c
_° $4.0
$3.0
FY11 FY12 FY13 FY14 FY15 FY16
-35-
Penalties and Delinquent Interest — This category includes delinquent interest on all taxes and tax
title accounts. It also contains demand fees on real and personal property taxes as well as demands
and warrants on late motor vehicle excise taxes.
Delinquent Interest and Penalty Charges —The Town receives interest and charges on overdue
taxes. Interest rates for overdue real and personal property taxes are 14%, and for tax title accounts,
16%. The interest rate for delinquent excise tax accounts is 12% from the due date. State law dictates
the interest rate for taxes, while local bylaw sets water/sewer charges.
If real and personal property taxes are not paid by May 1, in the year of the tax, a demand for
payment notice ($30) is sent to all delinquent taxpayers. Delinquent motor vehicle taxpayers are sent
a demand ($30), a warrant ($5), and two separate notices from a deputy tax collector ($9 and $14).
The deputy collector's earnings come solely from delinquent penalty charges in lieu of a salary.
Demands are ($30) and warrants are not issued for delinquent water/sewer service accounts, which
are subject to a lien on the real estate tax bill. Once a delinquent real estate account goes into a
process of tax title, there are other fees added to the property tax bills. These charges include the cost
of recording the redemption ($75) and demand notices ($30).
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.
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.
-36-
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.
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.
-37-
Town Clerk Licenses & Permits — The Town Clerk issues licenses and permits primarily relating to
marriages, births, deaths, business certificates, raffles,passports and dog registrations.
Other Departmental Permits — Other Departments issue various permits including fire permits, fire
alarm box permits, firearms, fishing and boating permits.
Major Changes:
The Board of Selectmen adjusted Building Inspection fees based upon an analysis of similar fees in
surrounding communities in FY07.
%Change
Year to Year Comparison FY11 FY12 FY13 FY14 FY15 FY16 FY15-FY16
Fees(Bldg,Plumb, Elec.,etc.) $ 954,715 $ 1,163,413 $ 1,073,824 $ 969,597 $ 921,800 $ 939,650 * 1.94%
*Estimated
-,$1,200
M$1,050 .
3 $900
$750
FY11 FY12 FY13 FY14 FY15 FY16
%Change
Year to Year Comparison FY11 FY12 FY13 FY14 FY15 FY16 FY15-FY16
Licenses and Permits $ 225,199 $ 227,644 $ 256,074 $ 272,553 $ 250,550 $ 270,200 * 7.8%
*Estimated
$300
$200
0 $100
FY11 FY12 FY13 FY14 FY15 FY16
-38-
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
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.
%Change
Year to Year Comparison FY11 FY12 FY13 FY14 FY15 FY16 FY15-FY16
Parking Fines/Moving
Violations $ 101,589 $ 108,998 $ 112,917 $ 103,615 $ 113,000 $ 102,900 * -8.9%
*Estimated
...........................................................................................................................................................................................................................................................................................................................................................................................................................................................
$120
na $110
o $100
$90
FY11 FY12 FY13 FY14 FY15 FY16
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 FY16
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 3.8%between FY13 and FY14.
-39-
Every year the Commonwealth sends out to each municipality a "Cherry Sheet", named for the pink
colored paper on which it was originally printed. The Cherry sheet comes in two parts, one listing
the State assessments to municipalities for MBTA, Retired Teachers Health Insurance, air pollution
control districts and the other state programs; the other section listed the financial aid the Town will
receive from the State for funding local programs. Each Cherry Sheet receipt is detailed on the
following pages.
School Aid — Chapter 70 school aid is based on a complex formula that takes into account: (1)
statewide average cost per pupil: (2) local district pupil counts, with weighing factors to reflect
varying costs among programs such as special education or vocational education, and (3) municipal
fiscal "ability to pay" for education, as measured by equalized valuation per capita as a percent of
statewide average.
Major Changes:
There 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 FY11 FY12 FY13 FY14 FY15 FY16 FY15-FY16
Chapter 70 $ 6,092,035 $ 6,124,740 $ 6,808,233 $ 7,163,024 $ 7,068,576 $ 7,262,286 * 2.7%
*Estimated
$7.5
_ $6.5
$5.5
$4.5
FY11 FY12 FY13 FY14 FY15 FY16
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.
-40-
%Change
Year to Year Comparison FY11 FY12 FY13 FY14 FY15 FY16 FY15-FY16
Unrestricted General Gvt Aid $ 1,733,403 $ 1,608,071 $ 1,733,403 $ 1,774,377 $ 1,774,377 $ 1,823,584 * 2.8%
*Estimated
c 1•'$
0
1.7
1.6
1.5
FY11 FY12 FY13 FY14 FY15 FY16
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 starting to show a slight increase starting in
FY13,with FY16 expected to stay level with FY14 actual.
-41 -
%Change
Year to Year Comparison FY11 FY12 FY13 FY14 FY15 FY16 FY15-FY16
Investment Income $ 313,836 $ 118,449 $ 130,403 $ 121,627 $ 130,000 $ 121,000 * -6.9%
*Estimated
$390 .......�
$290
tA
° $190
$90 mom
FY11 FY12 FY13 FY14 FY15 FY16
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 FY11 FY12 FY13 FY14 FY15 FY16 FY15-FY16
Interfund Tranfers $ 1,358,179 $ 1,463,962 $ 1,526,297 $ 1,543,374 $ 1,576,647 $ 1,551,391 * -1.6%
*Estimated
c $1.6
0 $1.5
S� $1.3
$1.2
$1.0
FY11 FY12 FY13 FY14 FY15 FY16
-42-
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 FY16, the sources and uses of the funds in the Water and Sewer
Enterprise Fund budgets total $9.8 million. Water Enterprise Fund revenues derived strictly from user fees
total $4.5 million and Sewer Enterprise Fund Revenues derived from user fees total $3.9 million. The chart
below shows the breakdown of revenues in the Water and Sewer Enterprise Funds for FY16.
Year to Year Comparison FY11 FY12 FY13 FY14 FY15 FY16
Water User Fees $ 5,013,354 $ 4,344,947 $ 4,694,416 $ 4,547,027 $ 4,813,434 $ 4,510,757
*Estimated
$5.5
$5.0
$4.5
$4.0
FY11 FY12 FY13 FY14 FY15 FY16
%Change
Year to Year Comparison FY11 FY12 FY13 FY14 FY15 FY16 FY15-FY16
Water Other Revenue $ 807,491 $ 967,428 $ 793,890 $ 748,643 $ 779,166 $ 811,511 * 4.2%
*Estimated
.......................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................
$1,000
MM $900
o $800
$700
FY11 FY12 FY13 FY14 FY15 FY16
-43-
Year to Year Comparison FY11 FY12 FY13 FY14 FY15 FY16 FY15-FY16
Sewer User Fees $ 4,356,250 $ 4,071,056 $ 4,501,561 $ 4,601,892 $ 4,225,172 $ 3,985,139 * -5.7%
*Estimated
La $4.7
o $4.5
$4.4
$4.2
$4.1
$3.6
FY11 FY12 FY13 FY14 FY15 FY16
Year to Year Comparison FY11 FY12 FY13 FY14 FY15 FY16 FY15-FY16
Sewer Other Revenue $ 515,540 $ 743,615 $ 445,783 $ 405,160 $ 493,279 $ 529,797 * 7.4%
*Estimated
.......................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................
1800
c 600
-� 400
0 300 IIIIIIIIIIIIIIII IIIIIIIIIIIIII
FY11 FY12 FY13 FY14 FY15 FY16
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 FY16, the main use of funds
in the Enterprise Fund Budgets continues to be the Sewer Assessment and the Debt Service,which combined
make up $4,553,324 or 46.29% of the total Enterprise Fund Budgets expense level. The chart below details the
uses of the funds in the FY16 budget.
-44-
Water and Sewer Enterprise Fund Expenses
$6.0
°_ $5.0
uuuu SaIlaries
4.0
111111 Expenses
$3.0 11111 Sewer Assessment
111111 Debt Seruilce
$2.0
1111111 Transfers to CapilRall
$1.0 111111 IlmdTecrt Cost
0.0
FY11 FY12 FY13 FY14 FY15 FY16
As shown in the chart above, some of the major components of the Enterprise Fund Budgets are the Debt
Service, Sewer Assessment and Direct Costs. Included in the direct cost are the salaries and expenses to
operate the systems.
The Fiscal 2016 Enterprise Fund Budgets reflects an overall decrease of 4.60% or$473,847 when compared to
the Fiscal 2015 budget,the majority of the decrease is due to the decrease in debt service.
-45-
Overview
Stevens Estate Enterprise Fund Summary
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 FY16, the sources and uses of funds in the Stevens Estate Enterprise Fund
Budget total$360k and are almost exclusively derived from event revenue.
Year to Year Comparison FY11 FY12 FY13 FY14 FY15 FY16 FY15-FY16
Stevens Estate $ 239,200 $ 280,067 $ 335,770 $ 337,551 $ 292,720 $ 360,000 * 23.0%
*Estimated
.........................................................................................................................................................................................................................................................................................................................................................................................................................................
$400
c
$300
0
$200
FY11 FY12 FY13 FY14 FY15 FY16
.......................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................
Stevens Estate Enterprise Fund Expenses
$160
$140
$120
$100
$80 sallanes
Expenses
$60 011 IIndrect Cost
$4®
$20
FY11 FY12 FY13 FY14 FY15 FY16
-46-
�l
rf Al {
N
ao- r
�rr >
�r
Stevens Estate
Courtesy of Milfie Matasso
-47-
GENERAL&ENTERPRISE FUND REVENUE BY YEAR
Actual Actual Actual Actual Adopted Projected
FY2011 FY 2012 FY2013 FY2014 FY2015 FY2016
LOCAL RECEIPTS
Motor Vehicle Excise 3,775,200 3,750,578 3,779,369 4,362,823 3,700,000 3,700,000
Jet Fuel Tax 15,067 25,851 22,728 25,032 20,000 25,000
Meals Tax 0 140,591 458,321 478,254 450,000 470,000
Forest Products Tax 0 0 0 0 0 0
Hotel Room Tax 249 0 0 82 0 0
Farm Animal Excise 0 0 0 0 0 0
Penalty/Int.on Prop.Tax 112,714 144,093 122,438 132,629 122,000 120,000
Penalty/Int.on MVX 23,051 18,743 17,448 20,086 17,000 19,000
Penalty/Int.on Tax Title 46,473 52,717 130,000 318,304 63,000 63,000
Over/Under 468 618 633 579 0 0
Lien Certificates 41,155 42,300 45,500 30,305 40,000 39,000
Treasurer Demand Fee 112,437 77,929 79,875 77,086 70,000 77,000
Payment in Lieu of Taxes 30,967 32,126 34,386 35,336 30,000 35,300
Bost Community Fee(per agreement) 272,194 278,028 303,482 296,587 288,836 292,445
Bost Community Solid Waste Fees(per ton) 1,428,807 1,457,121 1,498,234 1,535,096 1,544,829 1,566,258
Ambulance Service 836,864 948,455 957,149 958,291 880,000 880,000
Dog Fees 45,860 45,010 43,129 41,250 43,000 41,250
Town Clerk Fees 26,433 26,971 26,131 26,721 26,000 26,000
Extended Polling Hours 4,176 2,184 4,368 0 0 0
Cable Fees 5,059 5,132 5,215 5,246 5,000 5,200
Clerk Violation Fees 2,100 1,800 2,700 3,070 2,000 3,000
Passports 19,150 19,650 19,480 20,875 19,000 20,000
Clerk Application Fees 1,450 300 100 100 100 100
Conservation Fees 1,070 491 795 593 700 500
Planning Board Filing Fees 24,954 37,465 18,349 7,573 18,000 18,000
Police Fee's 3,071 2,625 3,902 5,102 3,000 5,000
Building Inspection Fees 593,243 816,364 657,992 634,903 600,000 600,000
Plumbing Inspection Fees 59,750 62,555 104,406 62,485 60,000 60,000
Electn cal Inspection Fees 86,923 90,891 141,113 94,360 100,000 94,000
Weights/Measures 3,780 3,274 3,912 5,633 3,000 5,600
Recycling Fees 77,696 48,701 42,232 61,686 42,000 61,000
Medicaid Reimbursement 185,081 211,852 207,334 205,916 150,000 150,000
School Dept.Miscellaneous 3,450 560 420 7,207 0 0
Library Fines 11,578 7,345 2,186 2,056 0 0
Bathing Beach Receipts 31,589 37,273 (6,214) 24,882 30,000 24,000
Rental Income 11,370 12,220 10,970 12,050 11,580 11,580
Cell Tower Lease 85,005 84,554 90,092 95,978 85,000 85,000
Misc.Dept Revenue 0 0
Assessor 1,748 1,761 1,633 1,448 1,000 0
Treasurer Collector 23,723 20,135 5,378 30,481 1,000 0
Town Manager 735 863 2,422 0 0 0
Town Clerk 0 0 250 0 0
Police 3,329 3,304 632 0 0 0
Fire 0 19 2,280 0 0 0
Building Inspection 174 64 0 0 0 0
Community Development 397 775 0 0 0 0
Public Works 849 578 514 0 0 0
Health 0 0 0 0 0 0
Veterans 0 0 0 0 0 0
Library 0 389 4 0 0 0
-48-
GENERAL&ENTERPRISE FUND REVENUE BY YEAR
Actual Actual Actual Actual Adopted Projected
FY2011 FY 2012 FY2013 FY2014 FY2015 FY2016
Appeals Board Receipts 3,289 2,000 31,750 2,200 3,000 2,000
Police 10%Admin.Fee 43,456 35,736 41,859 37,891 40,000 37,000
Police Misc.Revenue 0 0 0 0 0 0
Fire Misc Revenue 0 0 0 0 0 0
Building Department Other Revenue 0 0 0 0 0 0
Fire Alarm Box Permit Fees 21,400 21,180 21,400 21,465 21,400 21,000
Health Dept Misc Revenue 0 0 0 0 0 0
Civil Defense Misc.Revenue 0 0 0 0 0 0
Boxford Veterans Reimbursements 11,707 11,707 12,138 17,411 12,000 17,000
Liquor License 91,775 95,350 98,300 95,275 98,300 95,000
Other Alcohol License 800 2,200 3,100 3,700 3,100 3,700
Food License 3,700 3,300 6,675 4,750 6,675 4,700
Miscellaneous Licenses 10,600 9,950 6,175 11,430 6,175 11,400
License to Carry Firearms 3,088 5,213 7,413 6,800 7,000 6,800
FirePernvts 40,618 38,712 42,883 47,345 42,000 47,000
Gas Pernvts 10,423 19,499 26,375 32,881 26,000 32,000
Fishing&Boating License 5,540 4,845 4,820 5,835 4,800 5,800
Burial Pernvts 4,550 3,950 3,550 3,858 3,500 3,800
HealthPernvts 54,106 44,626 56,783 60,680 53,000 60,000
Parking Fines 16,569 19,748 21,312 14,110 18,000 14,000
Court Fines 78,795 84,150 84,355 84,605 89,000 84,000
False Alarm Fine 6,225 5,100 7,250 4,900 6,000 4,900
Interest-General 313,836 118,418 130,403 115,400 130,000 121,000
Misc Non-Recurring
FEMA 15,516 2,212 261,183 4,694 0 0
Hopkinton Bill 13,119 13,197 466 42,665 0 0
Insurance Reimb 5,923 2,435 69,051 2,433 0 0
Surplus Vehicle Auction 11,897 36,825 0 9,749 0 0
Abandon Property Payment 23,828 0 12,916 11,527 0 0
Medicare Pall 77,991 105,558 89,922 84,518 0 0
Bond Premium 127,464 41,359 24,215 143,149 0 0
Wheelebrator Settlement 0 227,954 0 0 0 0
Court Restitution 0 12,600 0 0 0 0
08 Ice Storm 0 27,896 0 0 0 0
2012 One Time Aid 0 125,332 0 0 0 0
State Share 2010 Flood Relief 0 12,670 0 0 0 0
Hurrican Irene Relief 0 0 6,469 0 0 0
Prior year Revenue 0 14,011 5,500 93,464 0 0
Prudential Demualization 0 105,866 0 0 0 0
Legal Fee Reimb-Foreclosure 0 0 0 4,668 0 0
IRS Refunds 0 0 3,340 0 0 0
Free Cash 0 0 1,117,710 0 838,000 1,435,760
TOTAL LOCAL RECEIPTS 9,005,601 9,767,852 11,038,350 10,587,758 9,833,995 10,504,094
PROPERTY TAXES 57,744,496 60,164,885 60,795,372 63,205,294 65,345,132 67,697,726
STATE AID 8,627,928 8,558,726 9,488,463 9,848,056 9,749,141 9,595,512
OTHER FINANCING SOURCES 2,049,131 1,463,962 1,526,297 1,543,374 1,576,647 1,551,391
TOTAL GENERAL FUND REVENUES 77,427,156 79,955,424 82,848,482 85,184,481 86,504,915 89,348,722
Water&Sewer Enterprise Funds
User Charges 9,369,604 8,416,004 9,195,977 9,148,919 8,438,606 8,495,896
Other Fees 1,323,031 1,711,043 1,239,673 1,153,803 1,872,445 1,341,308
Stevens Estate Enterprise Fund
Event Fees 239,200 280,067 335,770 337,551 292,719 360,000
TOTAL REVENUES GENERAL&
ENTERPRISE FUNDS 88,358,991 90,362,539 93,619,902 95,824,755 97,108,685 99,545,926
-49-
GENERAL&ENTERPRISE FUND EXPENDITURES BY YEAR
SUMMARY OF EXPENDITURE CHANGES Town Mgr
Actual Actual Actual Actual Adopted Recmm'd
FY2011 FY 2012 FY 2013 FY 2014 FY 2015 FY 2016
GENERAL GOVERNMENT
Town Moderator 800 270 662 500 825 825
Town Manager/Selectmen 269,410 294,997 311,871 366,591 360,925 337,194
Assistant Town Manager 73,703 47,515 48,953 0 0 0
Human Resources 20,617 76,390 78,789 83,552 83,958 163,262
Town Accountant 204,013 205,504 220,218 226,285 230,739 212,961
Finance Committee 406 326 326 409 795 795
Treasurer/Collector 298,075 282,746 298,246 300,033 310,685 320,034
Assessor 283,179 303,627 311,052 307,872 313,108 318,115
Legal 165,083 115,134 94,432 100,049 165,000 152,000
Town Clerk 304,714 274,697 337,890 262,269 353,767 306,339
Community Development 191,313 197,097 212,752 200,888 223,064 277,506
Planning 97,631 107,229 108,091 108,925 118,773 105,075
Conservation 80,150 81,413 85,784 89,236 115,744 118,672
Board of Appeals 29,836 32,750 34,689 36,991 39,062 22,680
General Gov't Salary Reserve 0 0 0 0 20,000 20,000
Total General Government 2,018,930 2,019,696 2,143,756 2,083,600 2,336,446 2,355,457
PUBLIC SAFETY
Police 4,176,505 4,057,451 4,269,982 4,239,883 4,736,860 4,853,751
Fire 4,185,558 4,331,697 4,599,502 4,640,688 4,873,909 4,975,524
Public Safety Reserve 0 0 0 208,714 67,804 293,840
Building Inspection 247,115 228,714 245,108 256,912 262,548 267,924
Emergency Management 17,246 20,186 20,083 30,400 41,475 41,475
Total Public Safety 8,626,424 8,638,048 9,134,674 9,376,598 9,982,596 10,432,514
PUBLIC WORKS
Administration 336,958 398,505 394,502 389,250 419,751 433,431
Streets&Sidewalks 721,593 797,071 729,945 871,231 839,582 885,008
Solid Waste/Recycling 1,213,570 1,215,128 1,220,358 1,139,097 1,241,537 1,288,952
Vehicle Maintenance 264,401 236,139 252,825 354,089 390,509 408,497
Structures&Grounds 505,507 521,853 530,391 522,930 538,357 582,529
Public Works Salary Reserve 0 0 0 0 14,900 9,541
Snow&Ice Removal 1,147,187 626,534 1,349,295 1,332,871 875,000 875,000
Total Public Works 4,189,216 3,795,230 4,477,316 4,609,468 4,319,636 4,482,958
HEALTH&HUMAN SERVICES
Health 192,255 195,342 191,254 201,945 204,240 207,966
Elder Services 241,546 232,074 237,845 252,233 255,162 259,233
Youth Services 224,964 242,682 234,077 297,423 351,901 317,770
Veterans Services 275,090 321,837 322,544 332,222 399,582 420,757
Health&Human Service Salary Reserve 0 0 0 0 10,250 14,807
Total Health&Human Services 933,855 991,934 985,720 1,083,822 1,221,135 1,220,533
-50-
GENERAL&ENTERPRISE FUND EXPENDITURES BY YEAR
SUMMARY OF EXPENDITURE CHANGES Town Mgr
Actual Actual Actual Actual Adopted Recmm'd
FY2011 FY 2012 FY 2013 FY 2014 FY 2015 FY 2016
CULTURE&RECREATION
Stevens Library 813,521 827,774 847,254 861,428 940,346 974,850
Festival Committee 0 0 0 0 0 0
Culture&Recresation Salary Reserve 0 0 0 0 2,300 0
Total Culture&Recreation 813,521 827,774 847,254 861,428 942,646 974,850
SUPPORT SERVICES
Outside Auditing 55,500 55,500 56,080 57,580 59,000 55,000
Purchasing 17,156 48,491 48,837 49,119 49,783 50,264
Information Technology 780,640 909,512 906,694 999,620 1,295,291 1,142,900
Facility Management 0 74,938 91,436 236,220 292,483 303,019
Support Services Salary Reserve 0 0 0 0 7,800 13,178
Total Support Services 853,296 1,088,441 1,103,047 1,342,538 1,704,357 1,564,360
EDUCATION
Education 36,970,605 36,981,430 38,494,272 39,861,676 41,457,661 43,612,479
All Day Kindergarten 0 0 0 0 680,000 0
Special Education Reserve 0 0 0 0 175,000 0
Regional School Assessments 362,500 243,954 251,748 240,750 293,066 457,798
School Building 575 898 900 0 0 0
Total Education 37,333,680 37,226,282 38,746,920 40,102,426 42,605,727 44,070,277
Debt 6,912,659 7,242,540 6,333,589 6,324,465 5,876,612 5,858,518
Unclassified-Shared Cost 1,019,122 1,055,013 1,008,161 1,051,770 1,213,820 1,224,978
Group Insurance 8,396,967 10,045,567 10,242,904 10,547,403 9,846,537 10,202,420
Liability Insurance 276,258 271,059 290,896 301,405 422,925 444,071
Retirement 2,803,785 3,002,374 3,186,990 3,442,269 3,759,115 4,071,413
Capital 0 0 0 0 223,500 0
Reserves 373,167 0 1,088,000 0 838,000 1,436,063
Deficits 253,432 32,415 40,103 0 165,000 0
Overlay 316,384 459,973 629,707 564,134 550,000 550,000
State Assessments 2,115,484 1,813,511 1,788,615 1,254,988 495,323 460,309
General Fund Budget 77,236,180 78,509,857 82,047,654 82,946,314 86,503,374 89,348,722.21
Enterprise Fund Expenses
Water&Sewer Enterprise Funds 10,024,009 9,402,557 9,596,643 8,897,876 10,311,051 9,837,204
Stevens Estate Enterprise Fund 279,607 255,024 291,575 304,431 292,719 322,682
TOTAL EXPENDITURES GENERAL FUND
AND ENTERPRISE FUNDS 87,539,796 88,167,438 91,935,872 92,148,621 97,107,144 99,508,609
-51 -
Description of Funds Subject to Appropriation
General Fund— The primary operating fund of the Town. This fund is used to account for all
financial transactions and resources except for those that are accounted for in another fund, i.e
Special Revenue, Grants and Donation accounts. Revenues are derived primarily from property
taxes, charges for services, licenses and permits, fines and forfeits, intergovernmental revenue and
miscellaneous revenue. The departments included on the General Fund budget are as follows:
(1) General Government (4) Health & Human Services
Town Moderator Health
Town Manager Elder Services
Human Resources Youth Services
Town Accountant Veterans Services
Finance Committee
Treasurer/Collector (5) Culture & Recreation
Assessors Library
Legal
Community Development (6) Support Services
Planning Outside Auditing
Conservation Purchasing
Board of Appeals Information Technology
Facility Management
(2) Public Safety (7)Education
Police
Fire (8)Fixed Cost, Miscellaneous
Building Inspection and Debt Service
Emergency Management
(3) Public Works
Administration
Streets & Sidewalks
Solid Waste/Recycling
Vehicle Maintenance
Structures & Grounds
Snow & Ice Removal
-52-
GOVERNMENTAL FUND BALANCE CLASSIFICATION
GASB54 provides for two major types of fund balances, which are nonspendable and spendable.
Nonspendable fund balances are balances that cannot be spent because they are not expected to be converted to
cash or they are legally or contractually required to remain intact. Examples of this classification are prepaid
items, inventories and principal (corpus) of an endowment fund. The Town has reported portions of
endowment funds as nonspendable.
In addition to the nonspendable fund balance, GASB54 has provided a hierarchy of spendable fund balances,
based on a hierarchy of spending constraints.
• Restricted: fund balances that are constrained by external parties, constitutional provisions, or enabling
legislation.
• Committed: fund balances that contain self-imposed constraints of the government from its highest
level of decision making authority
• Assigned: fund balances that contain self-imposed constraints of the government to be used for a
particular purpose.
• Unassigned: fund balances of the general fund that is not constrained for any particular purpose.
The Town has classified its fund balances with the following hierarchy.
Nontnaior Total
Coininunity Governtnental Governinental
General Preservation Funds Funds
FUND BALANCE
Nonspendable
Permanent fund principal $ $ $ 29,215 $ 29,215
Restricted for:
Municipal federal and state grants 109,984 109,984
Education federal and state grants 7,753 7,753
Receipts reerved for appropriations 132,739 132,739
Municipal revolving funds 514,733 514,733
Education revovlving funds 205,836 205,836
School lunch funds 31,782 31,782
CPA fund 6,784,648 - 6,784,648
Other special revenue funds - 856,670 856,670
Affordable housing trust fund 974,271 974,271
Other trust funds 75,365 75,365
Municipal capital projects 3,441,753 3,441,753
Education capital projects 150,627 150,627
Other permanent funds 735,384 735,384
Debt service 762,324 - 762,324
Assigned to:
Encumbrances
General government 11,008 11,008
Public Safety 48,806 48,806
Education 36,005 36,005
Public Works 160,897 160,897
Health and human services 2,402 2,402
Culture and recreation 1,014 1,014
Support services 104,130 104,130
Employee benefits 2,224 2,224
Unassigned 8,981,055 - 0 8,981,055
TOTAL FUND BALANCES $ 10,109,865 $ 6,784,648 $ 7,266,112 $ 24,160,625
Source:Town of North Andover June 30,2014 CAFR
53-
Non-major Governmental Funds
Special Revenue Funds
Special revenue funds are used to account for specific revenues that are typically restricted to
expenditures for a particular purpose.
Municipal Federal and State Grants —This fund is used to account for grant funds received from
state and federal governments which are designated for specific non-school related programs.
Education Federal and State Grants - This fund is used to account for grant funds received from state
and federal governments which are designated for specific school related programs.
Receipts Reserved for Appropriation—This fund is used to account for receipts from a specific
revenue source that by law is accounted for separately from the general fund and must be spent by
appropriation.
Municipal Revolving Funds — This fund is used to account for various municipal department's
revolving funds established in accordance with MGL Chapter 44, Section 53E �/z and other applicable
statutes.
Education Revolving Funds — This fund is used to account for the school department's revolving
funds established in accordance with MGL Chapter 44, Section 53E �/z and Chapter 71.
School Lunch Fund— This fund is used to account for all cafeteria activities and is funded by user
charges, federal and state grants and commodities received.
Other Special Revenue Funds — This fund is used to account for the activity of donated funds, gifts,
and public safety details.
Affordable Housing Trust Fund—This fund is used to account for activities relating to the
preservation and creation of affordable housing in the Town.
Other Trust Funds — This fund is used to account for activities of conservation and public safety trust
funds.
Capital Project Funds
Capital project funds are used to account for the acquisition and construction of major capital
facilities other than those financed by proprietary funds and trust funds.
Highway Chapter 90 Projects — This fund is used to account for construction and reconstruction of
the Town's roadways. These projects are funded by state grants from the Massachusetts Highway
Department.
Municipal Capital Projects —This fund is used to account for the acquisition of non-school related
capital assets that are funded through both appropriation and borrowing.
-54-
Education Capital Projects - This fund is used to account for the acquisition of school related capital
assets that are funded through both appropriation and borrowing.
Permanent Funds
Permanent funds are used to report resources that are legally restricted to the extent that only
earnings, not principal, may be used for purpose that support governmental programs.
Permanent Funds Principal— This fund is used to account for all non-library related gifts, bequests
and contributions for which only earnings may be expended to benefit the Town.
Library Permanent Funds — This fund is used to account for gifts, bequests and contributions held for
which only earnings may be expended for purpose specified by the donor in relation to library
activites.
Source:Town of North Andover June 30,2014 CAFA
-55-
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 FY16 Budget does make a contribution
to this fund.
Fund balance as of June 30,2014 $3,546,260
FY15 contribution $ 625,000
FY15 Est. Fund Balance as of June 30, 2015 4 172 260
FY16 contribution $ 64,412
Projected FY16 Fund Balance 4 236 672
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 FY16 Budget does make a contribution to this
fund.
Projected Fund balance as of June 30, 2014 238,890
FY15 contribution $ 213,000
FY15 Est. Fund Balance as of June 30, 2015 451 890
FY16 contribution $ 213,000
Projected FY16 Fund Balance 664 890
Other Post-Retirement Benefits (OPEB) Stabilization Fund
Fund balance as of June 30,2014 $ 0
FY15 contribution $ 1,000,000
FY15 Fund balance as of June 30, 2015 1.000.000
Note:
Est. OPEB Liability as of June 30, 2013 $100,068,844
Est OPEB Liability as of June 30, 2014 $ 86,605,373
-56-
Enterprise Fund Retained Earnings Reserve
Water Fund—as of June 30, 2014 5.72 months*
Sewer Fund— as of June 30, 2014 4.41 months*
*assuming FY 15 Budget Expenditures
Undesi2nated 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 30,2014 $ 4,001,699
FY14 revenues and other financing sources $ 85,184,481
FY 14 expenditures and other financing uses 8(82,295,291)
Fund Balance as of June 30, 2014 S 6,890,890
Certified Free Cash as of June 30, 2014 S 5,407,340
-57-
TOWN OF NORTH ANDOVER SUMMARY OF REVENUES AND EXPENSES
FY16 FY16
FY13 FY14 FY15 DEPARTMENT TOWN MGR
ACTUAL ACTUAL ADOPTED REQUESTED RECMM'D
I. REVENUES
TAX LEVY 58,388,531 60,689,624 63,039,283 65,230,264 65,230,264
DEBT EXCLUSION 1,771,640 1,742,044 1,705,849 1,867,461 1,867,461
NEW GROWTH 635,201 773,625 600,000 600,000 600,000
SUBTOTAL 60,795,372 63,205,294 65,345,132 67,697,726 67,697,726
LOCAL RECEIPTS 9,447,577 10,197,117 8,995,995 9,068,334 9,068,334
CHERRY SHEET 9,488,463 9,848,056 9,749,141 9,595,512 9,595,512
RESERVES AND ONE TIME REVENUE 1,561,063 396,868 838,000 - 1,435,760
INTERFUND TRANSFERS 1,526,297 1,543,374 1,576,647 1,551,391 1,551,391
SUBTOTAL 22,023,401 21,985,415 21,159,783 20,215,236 21,650,996
TOTAL REVENUE 82,818,773 85,190,708 86,504,915 87,912,962 89,348,722
II. EXPENSES
TOWN BUDGETS 18,691,767 19,357,454 20,506,815 21,030,673 21,030,673
SCHOOL BUDGET 38,495,172 39,861,677 42,312,661 43,612,479 43,612,479
VOCATIONAL SCHOOL 251,748 240,750 293,066 457,798 457,798
SHARED EXPENSES
DEBT SERVICE 6,333,589 6,324,465 5,876,612 5,858,518 5,858,518
RETIREMENTASSESSMENT 3,186,990 3,442,269 3,759,115 4,071,413 4,071,413
WORKERS COMPENSATION 248,669 271,426 313,820 351,478 351,478
UNEMPLOYMENT 55,406 102,434 150,000 100,000 100,000
GROUP INSURANCE 10,242,904 10,547,403 9,846,537 9,800,000 10,202,420
PAYROLL TAXES 603,983 630,977 635,000 650,000 650,000
POLICE AND FIRE ACCIDENT INS 100,104 46,933 115,000 123,500 123,500
LIABILITY INSURANCE 290,896 301,405 422,925 444,071 444,071
STABILIZATION 850,000 - 625,000 - 64,412
CAPITAL STABILIZATON 238,000 213,000 213,000
TRANSFER TO CAPITAL PROJECTS - 223,500 -
TRANSFER TO SPECIAL EDUCAITON STABILIZATION - 750,000
SALARY RESERVE(27th Payroll) - 408,348
DEFICITS(SNOW&ICE) - 165,000 -
DEFICITS(OVERLAY,OTHER FUNDS) 40,103 - - - 303
*SUBTOTAL EXPENSES 79,629,331 81,127,192 85,458,051 86,499,930 88,338,413
*Excludes Non Appropriated Expenses(i.e.State Assessments &Overlay Provisions)
OVERLAY PROVISIONS 629,707 564,134 550,000 550,000 550,000
ASSESSMENTS 1,788,615 1,254,988 495,323 480,323 460,309
TOTAL GENERAL FUND EXPENSES 82,047,654 82,946,315 86,503,374 87,530,253 89,348,722
BALANCE A VAILABLE GENERAL FUND 771,119 2,244,394 1,541 382,709 (0)
ENTERPRISE FUNDS
WATER RECEIPTS 5,488,306 5,295,670 5,592,600 5,322,268 5,322,268
SEWER RECEIPTS 4,947,344 5,007,052 4,718,451 4,514,936 4,514,936
STEVENS ESTATE RECEIPTS 335,770 337,551 292,719 360,000 360,000
TOTAL RECEIPTS 10,771,420 10,640,273 10,603,770 10,197,204 10,197,204
WATER EXPENSES 4,785,998 4,601,086 5,592,600 5,322,268 5,322,268
SEWER EXPENSES 4,705,731 4,265,375 4,718,451 4,514,936 4,514,936
STEVENS ESTATE EXPENSES 291,575 303,781 292,719 322,682 322,682
TOTAL EXPENSES 9,783,304 9,170,242 10,603,770 10,159,886 10,159,886
BALANCE A VAILABLE ENTERPRISE FUNDS 988,117 1,470,031 0 37,318 37,318
-58-
TOWN OF NORTH ANDOVER DETAIL EXPENSES
FY16 FY16
Department Town Mgr
FY13 Actual FY14 Actual FY15 Adopted Requested Recmm'd
GENERAL GOVERNMENT
MODERATOR
Salaries 662 500 825 825 825
Expense 0 0 0 0 0
Total Moderator Budget 662 500 825 825 825
SELECTMENT/TOWN MANAGER
Town Manager 149,000 153,046 154,903 158,776 158,776
Assistant Town Manager 0 47,520 48,351 48,351 48,351
Admin Assistant 38,677 25,826 0 0 0
Confidential Secretary 44,046 47,973 0 0 0
Executive Assistant 0 0 48,097 48,097 48,097
Selectmen 25,500 24,856 25,500 25,500 25,500
Other Compensation 5 291 1 688 24,427 6 520 6 520
Total Salaries 262,513 300,908 301,278 287,244 287,244
Expense 49,359 65,683 59,647 49,950 49,950
Total Selectmen/Town Manager Budget 311,871 366,591 360,925 337,194 337,194
HUMAN RESOURCES
Human Resource Director 76,014 80,160 78,589 79,974 79,974
HR Benefits Specialist 0 0 0 54,484 54,484
Other Compensation 0 0 0 1 125 1 125
Total Salaries 76,014 80,160 78,589 135,583 135,583
Expense 2775 3 392 5 369 27,679 27,679
Total Human Resources Budget 78,789 83,552 83,958 163,262 163,262
ASSISTANT TOWN MANAGER
Salaries 46,703 0 0 0 0
Other Compensation 413 0 0 0 0
Total Salaries 47,115 0 0 0 0
Expense 1838 0 0 0 0
Total Assistant Town Manager Budget 48,953 0 0 0 0
TOWN ACCOUNTANT
Town Accountant 92,609 95,040 96,703 96,703 96,703
Assistant Town Accountant 43,075 43,828 44,595 52,595 52,595
Payroll Coordinator 24,246 24,953 24,668 24,668 24,668
Accounts Payable Clerk 37,226 37,869 38,630 14,222 14,222
Other Compensation 2 275 2 275 11,421 2 606 2 606
Total Salaries 199,430 203,965 216,017 190,794 190,794
Expense 20,789 22,320 14,722 22,167 22,167
Total Town Accountant Budget 220,218 226,285 230,739 212,961 212,961
FINANCE COMMITTEE
Expense 326 409 795 795 795
Total Finance Committee 326 409 795 795 795
ASSESSORS
Assessor 75,849 77,176 78,527 78,527 78,527
Assistant Assessors(2) 88,890 90,446 92,028 92,028 92,028
Department Assistant 28,173 29,891 28,103 32,360 32,360
Board of Assessors 10,000 10,000 10,000 10,000 10,000
Other Compensation 7 872 2775 2775 2775 2775
Total Salaries 210,784 210,288 211,433 215,690 215,690
Expense 100,268 97,585 101,675 102,425 102,425
Total Assessors Budget 311,052 307,872 313,108 318,115 318,115
-59-
Department Town Mgr
FY13 Actual FY14 Actual FY15 Adopted Requested Recmm'd
TREASURER/COLLECTOR
Treasurer/Collector 64,612 65,743 66,893 66,893 66,893
Principal Assistant 40,346 41,048 41,867 42,812 42,812
Department Assistants(2) 73,822 75,738 76,210 79,014 79,014
Other Compensation 3 100 3 266 3 100 3 200 3 200
Total Salaries 181,879 185,794 188,070 191,919 191,919
Expense 116,366 114,239 122,615 128,115 128,115
Total Treasuer/Collector Budget 298,246 300,033 310,685 320,034 320,034
LEGAL
Expense 94,432 100,049 165,000 152,000 152,000
Total Legal Budget 94,432 100,049 165,000 152,000 152,000
TOWN CLERK
Town Clerk 69,957 71,235 71,668 71,668 71,668
Assistant Town Clerk 44,798 45,582 46,379 46,379 46,379
Department Assistant(2) 72,642 73,636 74,385 79,232 79,232
Registrars 1,980 2,160 2,160 2,160 2,160
Other Compensation 1 850 2 375 3 175 3 700 3 700
Total Salaries 191,227 194,989 197,767 203,139 203,139
Expense 146,663 67,281 156,000 103,200 103,200
Total Town Clerk Budget 337,890 262,269 353,767 306,339 306,339
CONSERVATION
Conservation Administrator 58,651 63,293 66,940 66,940 66,940
Department Assistant 18,536 18,935 37,479 39,507 39,507
Other Compensation 938 938 1 350 1 350 1 350
Total Salaries 78,125 83,165 105,769 107,797 107,797
Expense 7 659 6 070 9 975 10,875 10,875
Total Conservation Budget 85,784 89,236 115,744 118,672 118,672
COMMUNITY DEVELOPMENT
Director 94,954 96,616 95,778 92,000 92,000
Assistant Director 0 0 0 55,000 55,000
Administrative Assistant 47,030 47,853 48,691 48,691 48,691
Other Compensation 1 550 1 650 1 650 1 650 1 650
Total Salaries 143,534 146,119 146,119 197,341 197,341
Expense 69,218 54,769 76,945 80,165 80,165
Total Community Development Budget 212,752 200,888 223,064 277,506 277,506
PLANNING
Town Planner 65,689 62,432 54,075 58,250 58,250
Department Assistant 32,651 34,755 49,288 30,791 30,791
Other Compensation 3 720 897 525 3209 3209
Total Salaries 102,060 98,084 103,888 92,250 92,250
Expense 6 030 10,841 14,885 12,825 12,825
Total Planning Budget 108,091 108,925 118,773 105,075 105,075
BOARD OF APPEALS
Department Assistant 33,875 35,791 37,112 20,680 20,680
Other Compensation 0 0 525 525 525
Total Salaries 33,875 35,791 37,637 21,205 21,205
Expense 815 1200 1 425 1 475 1 475
Total Budget 34,689 36,991 39,062 22,680 22,680
SALARY RESERVE
General Government Salary Reserve 0 0 20,000 20,000 20,000
Total Salaries 0 0 20,000 20,000 20,000
TOTAL GENERAL GOVERNMENT 2,143,756 2,083,600 2,336,445 2,355,457 2,355,457
-60-
M6 M6
Department Town Mgr
F'Y13 Actual F'Y14 Actual F'Y15 Adopted Requested Recmm'd
PUBLIC SAFETY
POLICE DEPARTMENT
Chief(1) 128,690 130,907 132,032 133,163 133,163
Lieutenant(2) 196,743 191,363 206,220 206,220 206,220
Sergeants(8) 570,104 645,822 672,451 678,457 678,457
Patrol Officers(29) 1,728,682 1,577,732 1,734,933 1,759,056 1,759,056
Administrative Service Director 70,559 71,794 71,794 73,050 73,050
Community Service Officer 39,242 37,876 41,080 41,799 41,799
Administrative Secretary 40,346 41,048 41,867 42,812 42,812
Department Assistant 31,499 37,869 38,630 39,507 39,507
Communications Officers(9),Reserve Disp(2) 361,982 321,110 417,773 409,821 409,821
Holiday Pay 68,425 56,463 70,772 67,344 67,344
Differential(Disptachers) 15,504 15,157 20,504 18,356 18,356
Overtime 122,665 119,635 107,591 123,448 123,448
Holiday Overtime 29,824 42,835 30,252 42,774 42,774
Personal Pay Overtime 20,735 28,567 19,402 19,588 19,588
Vacation Pay Overtime 86,853 103,312 92,725 91,582 91,582
Other Compensation 283,596 214,996 353,757 380,619 380,619
Total Salaries 3,795,448 3,636,485 4,051,783 4,127,596 4,127,596
Expense 474,533 603,398 685,077 726,155 726,155
Total Police Budget 4,269,982 4,239,883 4,736,860 4,853,751 4,853,751
FIRE DEPARTMENT
Chief 107,687 113,571 111,571 111,489 111,489
Deputy Fire Chief 0 0 100,300 100,300 100,300
Lieutenants(9) 600,773 611,496 624,069 625,435 625,435
Firefighters(44) 2,324,624 2,361,293 2,358,820 2,426,474 2,426,474
Administrative Secretary 40,346 41,048 41,867 42,812 42,812
Holiday Pay 251,617 250,796 266,605 294,538 294,538
Overtime 117,848 115,463 72,837 72,837 72,837
Personal Pay Overtime 66,622 77,651 92,629 92,639 92,639
Vacation Pay Overtime 266,193 279,042 303,184 303,184 303,184
EMT Stipend 136,370 146,849 158,710 160,910 160,910
Other Compensation 291,948 233,279 154,820 207,836 207,836
Total Salaries 4,204,027 4,230,488 4,285,411 4,438,454 4,438,454
Expense 395,475 410,200 588,498 537,070 537,070
Total Fire Budget 4,599,502 4,640,688 4,873,909 4,975,524 4,975,524
PUBLIC SAFETY SALARY RESERVE
Public Safety Salary Reserve(includes retirements) 0 208,714 67,804 0 293,840
Total Public Safety Reserve Budget 0 208,714 67,804 0 293,840
INSPECTIONAL SERVICES
Inspector of Buildings 75,574 76,897 78,243 78,243 78,243
Building Inspector 52,579 53,500 54,436 54,436 54,436
Electrical Inspector 37,908 45,162 39,020 39,020 39,020
Plumbing/Gas Inspector 18,261 23,672 21,238 21,238 21,238
Department Assistant 36,504 39,283 38,532 39,507 39,507
Other Compensation 2 295 2 295 7 884 18,234 18,234
Total Salaries 223,122 240,808 239,353 250,678 250,678
Expense 21286 16,104 23,195 17,245 17,245
Total Building Inspection Budget 245,108 256,912 262,548 267,923 267,923
-61 -
Department Town Mgr
FY13 Actual FY14 Actual FY15 Adopted Requested Recmm'd
EMERGENCY MANAGEMENT
Director 5,331 51331 5,464 5,464 5,464
Other Compensation 0 0 0 0 0
Total Salaries 5,331 5,331 5,464 5,464 5,464
Expense 14,752 25,069 36,011 36,011 36,011
Total Emergency Management Budget 20,083 30,400 41,475 41,475 41,475
TOTAL PUBLIC SAFETY 9,134,674 9,376,598 9,982,596 10,138,673 10,432,513
PUBLIC WORKS
ADMINISTRATION
Director 102,302 104,092 105,914 105,914 105,914
Operations Manager 42,874 43,625 44,388 44,388 44,388
Assistant Operations Manager 35,860 36,487 37,126 37,126 37,126
GIS Analyst 10,814 0 0 0 0
Town Engineer 83,965 85,434 86,929 86,929 86,929
Staff Engineer 16,733 16,364 0 47,161 47,161
Department Assistant 36,548 37,976 39,400 41,126 41,126
Administrative Secretary 40,346 41,048 41,867 42,812 42,812
Other Compensation 5,590 3,175 42,927 3,275 3,275
Public Works Salary Reserve 0 0 14,900 0 9 541
Total Salaries 375,031 368,202 413,451 408,731 418,272
Expense 19,471 21,048 21,200 24,700 24,700
Total Public Works Admin Budget 394,502 389,250 434,651 433,431 442,972
STREETS AND SIDEWALKS
Senior Foreman 100,880 14,548 13,105 13,880 13,880
HMSO 132,060 164,967 163,944 180,101 180,101
SMEO 88,642 102,781 142,073 145,508 145,508
Laborer/MEO 6,797 33,094 49,436 20,353 20,353
Working Foreman 0 61,538 39,774 40,747 40,747
Overtime 38,389 27,194 22,000 23,500 23,500
Other Compensation 0 0 0 0 0
Total Salaries 366,768.25 404,122 430,332 424,088 424,088
Expense 363,177 438,489 369,250 400,920 400,920
Capital Outlay 0 28,620 40,000 60,000 60,000
Total Streets&Sidewalks Budget 729,945 871,231 839,582 885,008 885,008
REFUSE AND RECYCLING
Senior Foremen 12,548 15,936 13,258 13,582 13,582
Working Foreman 0 11,645 0 0 0
HMSO 51,353 37,737 41,647 42,583 42,583
SMEO 0 0 11,912 12,177 12,177
Overtime 7,170 4,770 5,000 6,000 6,000
Other Compensation 0 0 0 0 0
Total Salaries 71,071 70,088 71,817 74,342 74,342
Contract Services 579,949 554,867 592,220 620,000 620,000
Dumping Fees 546,907 503,774 550,000 566,000 566,000
Other Expenses 22,431 10,368 27,500 28,610 28,610
Total Expense 1,149,288 1,069,008 1,169,720 1,214,610 1,214,610
Total Refuse&Recycling Budget 1,220,358 1,139,097 1,241,537 1,288,952 1,288,952
VEHICLE MAINTENANCE
Working Foreman 45,448 46,238 47,459 48,509 48,509
Mechanic 43,222 43,638 44,850 45,838 45,838
Overtime 5,354 2,859 2,000 2,500 2,500
Other Compensation 0 0 0 0 0
Total Salaries 94,025 92,736 94,309 96,847 96,847
Expense 158,800 261,353 296,200 311,650 311,650
Total Vehicle Maintenance Budget 252,825 354,089 390,509 408,497 408,497
-62-
Department Town Mgr
FY13 Actual FY14 Actual FY15 Adopted Requested Recmm'd
STRUCTURES AND GROUNDS
Senior Foreman 13,961 14,499 13,105 13,880 13,880
Working Foreman 46,051 28,105 0 0 0
Custodian 33,044 34,311 36,348 37,879 37,879
HMEO 56,829 81,668 60,052 62,969 62,969
SMEO 19,371 22,655 75,952 80,133 80,133
Laborer/MEO 834 4,727 9,625 9,844 9,844
Overtime 6,203 8,454 8,000 9,500 9,500
Other Compensation 43,417 28,463 10,525 10,525 10,525
Total Salaries 219,710 222,882 213,607 224,729 224,729
Expense 310,681 300,048 324,750 357,800 357,800
Total Structures&Grounds Budget 530,391 522,930 538,357 582,529 582,529
SNOW AND ICE REMOVAL
Overtime 147,981 161,810 95,000 95,000 95,000
Total Salaries 147,981 161,810 95,000 95,000 95,000
Repairs and Maintenance 34,695 26,140 45,000 45,000 45,000
Equipment RentaFLease 766,967 718,552 475,000 475,000 475,000
Vehicle Fuel 83,049 75,615 70,000 70,000 70,000
Gravel and Sand 7,475 21,667 15,000 15,000 15,000
Salt 302,488 319,216 167,000 167,000 167,000
Other Charges and Expense 6,641 9,871 8,000 8,000 8,000
Total Expense 1,201,313 1,171,061 780,000 780,000 780,000
Total Snow Removal Budget 1,349,295 1,332,871 875,000 875,000 875,000
TOTAL PUBLIC WORKS 4,477,316 4,609,468 4,319,636 4,473,418 4,482,958
HEALTH&HUMAN SERVICES
HEALTH DEPARTMENT
Public Health Director 68,131 69,323 69,323 69,323 69,323
Health Inspector 34,956 34,897 34,897 34,897 34,897
Public Nurse 45,849 47,340 47,429 47,429 47,429
Department Assistant 27,360 33,134 35,162 35,162 35,162
Sealer-Weights/Measurers 3,800 3,800 4,055 4,055 4,055
Other Compensation 5 532 7 468 7 090 10,816 10,816
Total Salaries 185,627 195,962 197,955 201,681 201,681
Expense 5 626 5 983 6 285 6 285 6 285
Total Health Budget 191,254 201,945 204,240 207,966 207,966
ELDER SERVICES
Director 63,032 64,135 64,135 65,258 65,258
Program Manager 27,355 36,901 36,901 37,546 37,546
Outreach Worker 42,745 43,790 43,790 44,556 44,556
Administrative Secretary 38,844 39,527 40,307 41,223 41,223
Van Driver 33,494 34,888 35,880 36,728 36,728
Other Compensation 3 228 3 100 3 100 3 100 3 100
Total Salaries 208,697 222,340 224,113 228,411 228,411
Expense 29,148 29,893 31,049 30,822 30,822
Total Elder Services Budget 237,845 252,233 255,162 259,233 259,233
YOUTH AND RECREATION SERVICES
Director 78,323 79,694 79,694 81,089 81,089
Support Service Coordinator 38,768 34,982 34,893 36,567 36,567
Admen Support 0 0 38,141 38,141 38,141
Social Prgram Coordinator 36,613 37,254 37,254 37,906 37,906
Program Coordinator 36,613 37,254 37,254 37,906 37,906
Other Compensation 21,638 34,817 37,650 38,175 38,175
Total Salaries 211,954 224,000 264,886 269,784 269,784
Expense 22,123 73,422 87,015 47,986 47,986
Total Youth&Recreation Budget 234,077 297,423 351,901 317,770 317,770
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1 V16 1,V16
Department Town Mgr
FY13 Actual FY14 Actual FY15 Adopted Requested Recmm'd
VETERANS SERVICES
Director 48,597 49,448 49,448 50,313 50,313
Assitant Director 0 19,133 21,419 28,864 28,864
Graves Officer 0 0 450 0 0
Other Compensation 825 1 375 1 375 1 350 1 350
Total Salaries 49,422 69,856 72,592 80,827 80,827
Veterans Benefits 260,686 250,428 315,000 325,000 325,000
All Other Expenses 12,435 11,939 11,990 14,930 14,930
Total Expense 273,121 262,367 326,990 339,930 339,930
Total Veterans Budget 322,544 332,222 399,582 420,757 420,757
SALARY RESERVE
Health and Human Services Salary Reserve 0 0 10,250 0 14,807
Total Salaries Reserve 0 0 10,250 0 14,807
TOTAL HEALTH AND HUMAN SERVICES 985,720 1,083,822 1,221,135 1,205,726 1,220,533
CULTURE AND RECREATION
STEVENS MEMORIAL LIBRARY
Director 72,430 75,540 75,540 76,385 76,385
Assistant Director 52,530 54,786 74,786 52,904 52,904
Reference Librarian 64,078 70,195 67,520 80,911 80,911
Head of Reference 48,789 49,681 51,168 52,306 52,306
Head of Circulation 48,242 48,845 51,168 44,548 44,548
Head of Youth Services 48,789 50,466 51,461 52,605 52,605
Assistant to Youth Services 25,896 26,979 26,871 18,163 18,163
Library Assistant 28,871 0 32,327 71,690 71,690
Library Assistant-Technology 18,587 0 20,726 19,829 19,829
Adult Library Assistant 23,829 25,070 24,726 25,285 25,285
CR Library Assistant 56,714 95,046 37,089 37,928 37,928
Electronics Resources 0 22,215 0 22,988 22,988
Senior Custodian 38,501 39,948 41,428 42,799 42,799
Professional Librarian 0 0 22,052 0 0
Other Compensation 47,233 47,830 91,529 91,817 91,817
Salary Reserve 0 0 2 300 0 0
Total Salaries 574,489 606,601 670,691 690,158 690,158
Expense 272,765 254,826 271,956 284,692 284,692
Total Library Budget 847,254 861,428 942,647 974,850 974,850
TOTAL CULTURE AND RECREATION 847,254 861,428 942,647 974,850 974,850
SUPPORT SERVICES
AUDITING
Expense 56,080 57,580 59,000 59,000 55,000
Total Budget 56,080 57,580 59,000 59,000 55,000
PURCHASING
Purchasing Director 46,702 47,520 47,520 48,351 48,351
Other Compensation 413 413 413 413 413
Total Salaries 47,115 47,932 47,933 48,764 48,764
Expense 1 322 1 3 87 1 8 50 1 300 1 300
Total Purchasing Budget 48,837 49,119 49,783 50,264 50,264
INFORMATION TECHNOLOGY
IT Director Town 88,862 90,417 90,417 92,000 92,000
Network Engineer 56,020 38,789 65,000 62,000 62,000
IT Director School 40,000 20,211 40,000 40,000 40,000
IT Support(5) 236,741 268,459 268,460 273,130 273,130
Other Compensation 1 312 1 050 8 050 9 325 9 325
Total Salaries 422,836 418,927 471,927 476,755 476,755
Expense 483,858 580,693 823,364 666,145 666,145
Total Information Technology Budget 906,694 999,620 1,295,291 1,142,900 1,142,900
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M6 M6
Department Town Mgr
FY13 Actual FY14 Actual FY15 Adopted Requested Recmm'd
FACILITY MANAGER
Facilities Manager 85,000 86,488 86,488 88,001 88,001
Maintenance Facilities Manager 0 55,958 72,745 74,018 74,018
Other Compensation 0 16,787 0 0 0
Total Salaries 85,000 159,233 159,233 162,019 162,019
Expense 6 436 76,987 133,250 141,000 141,000
Total Facilities Budget 91,436 236,220 292,483 303,019 303,019
SALARY RESERVE
Support Services Salary Reserve 0 0 7,800 0 13,178
Total Salaries Reserve 0 0 7,800 0 13,178
TOTAL SUPPORT SERVICES 1,103,047 1,342,538 1,704,357 1,555,183 1,564,361
SHARED COST-NON DEPARTMENTS
DEBT SERVICE
Long Term Principal-Excluded 1,399,856 1,434,856 1,485,000 1,700,000 1,700,000
Long Term Interest-Excluded 440,710 376,115 289,775 236,388 236,388
Long Term Principal-Non Excluded 3,819,474 3,931,890 3,248,155 3,086,240 3,086,240
Long Term Interest-Non Excluded 673,549 579,627 853,682 832,920 832,920
Short Term Interest-Non Excluded 0 1,977 0 2,970 2,970
Total Debt Budget 6,333,589 6,324,465 5,876,612 5,858,518 5,858,518
UNCLASSIFIED-SHARED COST
Workers Comp 248,669 271,426 313,820 351,478 351,478
Unemployment Compensation 55,406 102,434 150,000 100,000 100,000
Payroll Taxes 603,983 630,977 635,000 650,000 650,000
Police and Fire Accident Insurance 100,104 46,933 115,000 123,500 123,500
Total Unclassified-Shared Cost 1,008,161 1,051,770 1,213,820 1,224,978 1,224,978
RETIREMENT
Retirement Assessment 3,186,990 3,442,269 3,759,115 4,071,413 4,071,413
Total Retirement 3,186,990 3,442,269 3,759,115 4,071,413 4,071,413
HEALTH INSURANCE
Health Insurance 10,242,904 10,547,403 9,846,537 10,202,420 10,202,420
Total Health Insurance 10,242,904 10,547,403 9,846,537 10,202,420 10,202,420
LIABILITY INSURANCE
Liability Insurance 290,896 301,405 422,925 444,071 444,071
Total Liabilbity Insurance 290,896 301,405 422,925 444,071 444,071
CAPITAL AND RESERVES
Transfer to Stabilization 850,000 0 625,000 0 64,412
Transfer to Capital Stabilization 238,000 0 213,000 0 213,000
Transfer to Capital Projects 0 0 223,500 0 0
Transfer to Special Education Stabilization 0 0 0 0 750,000
Salary Reserve(27th Pay) 0 0 0 0 408,348
Deficits(Overlay) 10,394 0 0 0 303
Deficits(Snow and Ice) 0 0 165,000 0 0
Deficits(Revolving Funds,Chpt 90) 29,710 0 0 0 0
Deficits(Stevens Estate) 0 0 0 0 0
Total Capital and Reserves 1,128,103 0 1,226,500 0 1,436,063
TOTAL SHARED-NON DEPARTMENTAL
COST 22,190,644 21,667,311 22,345,509 21,801,400 23,237,463
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Department Town Mgr
FY13 Actual FY14 Actual FY15 Adopted Requested Recmm'd
EDUCATION
NAPublic School 38,494,272 39,861,688 41,457,661 43,612,479 43,612,479
All Day Kindergarten 0 0 680,000 0 0
Special Education 0 0 175,000 0 0
N A School Building Committee 900 0 0 0 0
Regional Vocational Tech School Assessment 251,748 240,750 293,066 367,798 367,798
Essex County Agricultural Tech Assessment 0 0 0 90,000 90,000
Total Education 38,746,920 40,102,438 42,605,727 44,070,277 44,070,277
TOTAL EDUCATION 38,746,920 40,102,438 42,605,727 44,070,277 44,070,277
*TOTAL GENERAL FUND BUDGET 79,629,331 81,127,203 85,458,052 86,574,983 88,338,412
Excludes Non Appropriated Expenses(i.e.State Assessments&Overlay Provisions)
Total FY15 Town Budget including State Assessments$495,323 and Overlay Provisions$550,000=$86,503,374
STATE ASSESSMENTS(Cherry Sheet)
Special Education 7,155 11,769 9,298 12,004 12,004
Mosquito Control 90,159 91,372 91,385 91,677 91,677
Retired Teachers Health Insurance 1,316,435 755,578 0 0 0
Air Pollution Control 8,819 9,251 9,251 9,195 9,195
Regional Transit 184,305 185,776 185,776 185,331 185,331
RMV Non Renewal Surcharge 17,280 18,580 17,280 18,580 18,580
School Choice 14,068 5,000 14,068 5,000 5,000
Charter School Assessment 75,544 140,003 78,265 138,522 138,522
Essex County Agricultural Assessment 74,850 37,659 90,000 0 0
Total State Assessments 1,788,615 1,254,988 495,323 460,309 460,309
OVERLAY PROVISIONS
Overlay 629,707 564,134 550,000 550,000 550,000
Total Overlay Provisions 629,707 564,134 550,000 550,000 550,000
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tylo I Y16
Department Town Mgr
FY13 Actual FY14 Actual FY15 Adopted Requested Recmm'd
ENTERPRISE FUNDS
WATER ENTERPRISE FUND
Administrative Secretary 34,718 36,034 37,479 39,032 39,032
Asst Operations Manager 35,860 36,487 36,487 37,126 37,126
Asst WTP Superintendent 50,738 51,619 51,619 52,522 52,522
Electrician 0 13,712 0 0 0
Foreman 33,873 35,131 13,105 13,880 13,880
Head Meter Reader 37,098 39,853 35,819 36,382 36,382
HMEO 7,015 3,881 0 0 0
Laborer 9,169 20,189 57,752 39,707 39,707
Lab Director 37,335 47,685 47,685 48,520 48,520
Mechanic 0 40,143 56,353 56,921 56,921
Meter Reader 39,048 43,852 86,023 87,968 87,968
0/1\4 Chief 30,415 47,314 48,613 49,810 49,810
Operations Manger 21,437 21,812 21,812 22,194 22,194
Senior Foreman 13,961 14,499 0 0 0
Senior Water Analyst 0 0 0 0 0
SMEO 21,683 32,434 32,365 33,120 33,120
Staff Engineer 0 2,377 0 15,720 15,720
WTP Operator 185,912 244,252 232,664 286,412 286,412
WTP Superintendent 41,982 64,076 64,076 65,197 65,197
Overtime 34,687 61,155 50,000 51,500 51,500
Other Compensation 7 344 14,296 24,826 4 590 4 590
Total Salaries 642,274 870,803 896,678 940,600 940,600
Expense 1,187,048 1,161,065 1,488,819 1,541,165 1,541,165
Debt Service 2,197,185 1,690,478 1,706,393 1,282,276 1,282,276
Transfer to Capital 11,920 0 600,000 635,000 635,000
Indirect Cost 747,571 878,741 900,710 923,227 923,227
Total Water Enterprise Budget 4,785,998 4,601,087 5,592,600 5,322,268 5,322,268
SEWER ENTERPRISE FUND
Administrative Secretary 34,718 35,872 37,479 39,032 39,032
Asst Operations Manager 0 0 0 0 0
Asst WTP Superintendent 16,913 17,206 17,206 17,507 17,507
Electrician 0 41,213 0 0 0
Foreman 11,578 11,710 11,940 12,127 12,127
HMEO 6,806 11,473 10,009 30,823 30,823
Laborer 0 3,377 0 0 0
Mechanic 200,772 119,310 154,806 170,762 170,762
0/1\4 Chief 30,175 15,772 16,204 16,603 16,603
Operations Manger 21,437 21,812 21,812 22,194 22,194
Senior Foreman 13,961 14,451 13,105 13,880 13,880
SMEO 21,683 10,582 10,788 11,040 11,040
WTP Operator 62,151 0 0 0 0
WTP Superintendent 41,982 21,359 21,359 21,732 21,732
Overtime 21,436 25,936 35,000 36,000 36,000
Other Compensation 3 108 17,453 7 242 14,758 14,758
Total Salaries 497,682 367,527 356,950 406,459 406,459
Expense 261,238 178,826 325,700 322,970 322,970
Debt Service 2,000,201 1,982,954 1,956,938 1,549,848 1,549,848
Sewer Assessment 1,325,429 1,322,544 1,655,000 1,721,200 1,721,200
Transfer to Capital 91,438 0 0 80,000 80,000
Indirect Cost 529,744 413,525 423,863 434,460 434,460
Total Sewer Enterprise Budget 4,705,732 4,265,375 4,718,451 4,514,936 4,514,936
STEVENSESTATE
Director 53,926 58,484 58,932 59,000 59,000
Other Compensation 52,945 55,450 50,000 68,801 68,801
Total Salaries 106,870 113,933 108,932 127,801 127,801
Expense 138,244 143,387 136,166 146,069 146,069
Indirect Cost 46,460 46,460 47,622 48,812 48,812
Total Stevens Estate Budget 291,574 303,780 292,720 322,682 322,682
TOTAL ENTERPRISE FUNDS 9,783,304 9,170,242 10,603,770 10,159,886 10,159,886
*TOTAL ALL FUNDS 89,412,636 90,297,445 96,061,822 96,734,869 98,498,298
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FY15-Adopted FY16-EST FY17-EST FY18-EST FY19-EST FY20-EST
REVENUES
Property Taxes $ 63,039,283 $ 65,230,265 $ 67,476,022 $ 69,777,922 $ 72,137,370 $ 74,555,805
New Growth $ 600,000 $ 600,000 $ 600,000 $ 600,000 $ 600,000 $ 600,000
Debt Exclusion $ 1,705,849 $ 1,867,461 $ 1,853,589 $ 1,842,680 $ 590,633 $ 345,549
Total Tax Revenue $ 65,345,132 $ 67,697,726 $ 69,929,611 $ 72,220,602 $ 73,328,003 $ 75,501,354
Local Receipts $ 8,995,995 $ 9,068,334 $ 9,295,042 $ 9,527,418 $ 9,765,604 $ 10,009,744
State Aid $ 9,749,141 $ 9,595,512 $ 9,835,400 $ 10,081,285 $ 10,333,317 $ 10,591,650
Total Operating Revenues $ 84,090,268 $ 86,361,572 $ 89,060,053 $ 91,829,305 $ 93,426,924 $ 96,102,748
Operating Transfers/Other $ 1,576,647 $ 1,551,390 $ 1,590,175 $ 1,629,929 $ 1,670,677 $ 1,712,444
Total Revenue $ 85,666,915 $ 87,912,962 $ 90,650,228 $ 93,459,235 $ 95,097,602 $ 97,815,192
EXPENSES
General Government $ 4,500,227 $ 4,657,735 $ 4,820,756 $ 4,989,482 $ 5,164,114 $ 5,344,858
Group Health $ 9,846,537 $ 9,846,537 $ 10,191,166 $ 10,955,503 $ 11,777,166 $ 12,660,453
Other Personnel Benefits $ 4,972,935 $ 5,370,770 $ 5,800,431 $ 6,264,466 $ 6,765,623 $ 7,306,873
Other Non-Departmental $ 2,149,814 $ 2,225,057 $ 2,302,935 $ 2,395,052 $ 2,490,854 $ 2,590,488
Debt Service $ 5,876,612 $ 5,965,789 $ 6,450,320 $ 6,709,545 $ 5,929,514 $ 5,929,514
Public Works $ 4,319,636 $ 4,470,823 $ 4,627,302 $ 4,789,258 $ 4,956,882 $ 5,130,373
Schools $ 42,312,661 $ 43,612,479 $ 45,138,916 $ 46,718,778 $ 48,353,935 $ 50,046,323
Support Services $ 1,704,357 $ 1,772,531 $ 1,843,433 $ 1,917,170 $ 1,993,857 $ 2,073,611
Public Safety $ 9,982,596 $ 10,331,987 $ 10,693,606 $ 11,067,883 $ 11,455,256 $ 11,856,193
Total Expenses $ 85,665,375 $ 88,253,708 $ 91,868,865 $ 95,807,137 $ 98,887,201 $ 102,938,686
Surplus/(Deficit) $ 1,540 $ (340,746) $ (1,218,636) $ (2,347,902) $ (3,789,601) $ (5,123,494)
FACILITIES MASTER PLANPROJECTS
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FY16
CAPITAL IMPROVEMENT PROGRAM
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'Yown of North Andover
• " Office of the
Town Manager
North Andover Town Hall 1 ,a
120 Main Street
North Attidover, MA 01845
e-mail:
a aylor�l iiofiiorlhaiidover.co
Andrew W Maylor° 7�,Iel)h n (978)688-9510
7 )wn Manager ]"CIX (978)688-9556
December 10, 2014
Chairman Vaillancourt 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 FY16 through FY20. 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.
At your strategic planning meeting held this past fall, you reaffirmed our common goal to continue to
implement practices which will result in establishing a sustainable municipality and ensure the
stewardship of town assets. This Capital Improvement Program is predicated on achieving that goal
by requesting funding which helps maintain our infrastructure and increases our ability to efficiently
deliver services while controlling debt service as a percentage of operating revenues.
Specifically, this CIP requests funding for annual building maintenance, roadway improvements, the
adopted Facilities Master Plan, and information technology enhancements. Consistent annual
capital investments in each of these categories will help us address the long list of deferred
maintenance projects while being more proactive in the future.
For the foreseeable future, I will continue the practice of maintaining debt service below 5% of
operating revenues unless circumstances arise which are unforeseen or if the cost of capital impacts
the Town's ability to do so. This calculation does not include either the debt service of the ESCo
project or the corresponding reduction in utility costs associated with that initiative. The
recommended General Fund CIP for FY16 results in a debt service to revenues percentage of
4.10% which is consistent with FY15 (4.05%) and the lowest in memory. Although this does not
represent a trend, the percentage does not exceed 5% for the life of the CIP, even when making
extremely conservative assumptions regarding offsetting revenue sources. The target percentage for
the Enterprise Funds continues to be between 25%-28% of revenues and this target will be achieved
in the Water Enterprise Fund system in FY16 (two years ahead of schedule) and not until FY19 in
the Sewer Enterprise Fund system (one year behind last year's projection). It should be noted that
debt service as a percentage of revenues in both funds is trending in a downward direction.
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Additionally, I will continue the practice begun two years ago to increase "pay-as-you-go" funding of
capital projects. Therefore, the CIP assumes that all requests which comply with the criteria to be
considered a capital project, but cost less than $50,000, will be included in the operating budgets of
the respective requesting departments. Although, the $25K minimum standard in our policy for a
project to qualify as a CIP item is appropriate, altering the past practice when the budget allows is a
sound financial practice.
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 use of Capital Stabilization funds, the repurposing of unused bond proceeds,
and the use of retained earnings for various Enterprise Fund projects.
The recommended CIP for FY16-FY20 calls for total funding during the five year period of
$35,344,390 with $27,495,390 of this total dedicated to General Fund projects, $6,449,000 for
projects in the Water Enterprise Fund and $1,400,000 for the Sewer Enterprise Fund. Of this
amount $5,266,000 will be funded with outside sources, with the remainder of $30,078,390 being
bonded for periods of time ranging from 5 years to 20 years depending on the type of project or
equipment.
For FY16, General Fund Projects have a total cost of $6,209,364, $5,384,364 net of outside
sources. The Water Enterprise Fund requests total $635,000 all of which will be funded by retained
earnings and in FY16 and the Sewer Enterprise Fund recommendation is $875,000 of which
$80,000 will be funded with retained earnings per the Town's Financial Reserve Policy and the
balance through debt. Funding of the approved Facilities Master Plan continues during the next four
years. Progress on the first three phases of the plan continues and is on schedule and within the
aggregate budget. The funding requested for fiscal 2016 will result in the reconstruction of the
central fire station on Main Street into a new home for Community Development. In addition, the
cost to design the rehabilitation and expansion of the Public Works facility is also being requested. It
should be noted that the recommendation by the School Department to move the additional
classrooms contemplated by the plan back one year resulted in an evaluation of the remaining
projects which in turn resulted in the decision to move the DPW facility work ahead of the expansion
of the Senior Center due to the deteriorating condition of that facility. During this CIP five year
period, we will complete this comprehensive plan by constructing new space at town hall, renovating
the Public Works facility, expanding classrooms space to address space needs at various schools,
and expanding the existing Senior Center.
With more than $6 million recommended for street and sidewalk improvements and repairs, the
continued commitment to this category remains intact for this CIP. The deteriorating condition of the
high school track has made it a priority in FY16 with the resurfacing of the two artificial fields at the
high school moving back one year to FY18. Other notable projects within the CIP are the ongoing
enhancements to technology within the School Department and throughout the town, the upgrade of
our public safety reporting system, the continued funding (at a lower cost) of the infrastructure
project around the mills on Water and High Streets, and our focus on addressing the significant
deferred maintenance in our public buildings.
I have been quoted as saying that "If the decisions we make today do not result in a quality of life for
future generations that is at least as good as we have, then we have not achieved our goal of
sustainability." It could be successfully argued that our Five Year Capital Plan, with the Facility
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Master Plan contained as a component, is at the epicenter of our sustainability and stewardship
initiative. If this is true, then we are truly making progress and I respectfully ask for your continued
support. I would like to thank Finance Director/Town Accountant 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 19, 2015 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" FY2016-
2020 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 2016-
2020 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:
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♦ 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;
♦ 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;
♦ 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
♦ A feasibility study or engineering design services which are related to a future capital improvement.
What are the benefits of a capital improvement program?
♦ 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;
♦ 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.
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Creating the Capital Improvement Program
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
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;
♦ The Town Manager submits the proposed CIP to the Board of Selectmen and Finance Committee;
♦ Finance Committee hold public hearings on the Town Manager's recommendations:
♦ Board of Selectmen and Finance Committee adopt CIP program;
♦ Town Manager submits annual capital article for Town Meeting authorization.
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.
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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(Roiling) —All equipment that meets the definition of a capital project item that is capable of self-
propulsion from one location to another.
Equipment (Non-roiling) — 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 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 �/z 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.
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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 �/z and School Building Assistance.
While these levels are subject to change given the nature of the CIP process, the FY2016-2020 CIP includes
general fund project requests totaling approximately $27.4 million over the five years of which $6.2 million
will be authorized in Fiscal Year 2016. Enterprise Funds CIP request totaled approximately $7.8 million over
five years of which 51.5 million will be authorized in Fiscal Year 2016. The financial impact of the CIP on the
General and Enterprise Funds debt service are discussed below.
Debt Service Impact on the General Fund
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 and certain large scale projects may
require a proposition 2�/z 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.
Information provided on the following chart are projected revenues used to prepare the FY16-FY20 Capital
Improvement Plan.
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Revenue Summary Actual Actual Budget Projected
FY 2013 FY 2014 FY 2016 FY 2016
Property Taxes(Net of Debt Exclusions) 58,848,875 60,854,551 63,639,283 65,830,264
Debt Exclusions 1,771,640 1,742,045 1,705,849 1,867,462
Tax Title 174,857 608,698 0 0
Local Receipts 9,447,577 10,197,117 8,995,995 9,068,334
State Aid (Cherry Sheet) 9,076,332 9,435,925 9,337,010 9,595,512
State Aid (MSBA) 412,131 412,131 412,131 0
Interfund Operating Transfers 1,526,297 1,543,374 1,576,647 1,551,391
Reserves and One Time Revenues 473,063 396,868 0 0
Free Cash 1,117,710 0 0 0
Total All Revenue 82,848,482 85,190,708 85,666,915 87,912,962
General Fund Obligation Debt Service 6,333,589 6,322,487 5,561,874 5,059,906
PN Authorized CIP Unissued 0 0 0 795,643
Less GLSD Credit for Police Station Debt -138,322 -141,780 -143,103 -146,681
Less School Comm. Programs to Pre-School Debt -64,200 -62,700 -61,350 0
Less Esco Project Debt Service 0 0 -203,511 -246,757
Subtotal 6,131,067 6,118,007 5,153,910 5,462,111
New Excluded CIP 0 0 0 0
New Non-Excluded CIP 0 0 0 0
Total Debt Service 6,131,067 6,118,007 5,153,910 5,462,111
Less:
Debt Exclusions(Existing and Proposed) 1,840,566 1,810,971 1,774,775 1,936,388
-Excluded SBA Reimbursement 0 0 0 0
-Debt Exclusion Adjustment 0 0 0 0
-SBA State Reimb-interest on H/S -68,926 -68,926 -68,926 -68,926
-Bond Premium
Net Exclusions 1,771,640 1,742,045 1,705,849 1,867,462
Total Debt Service 6,131,067 6,118,007 5,153,910 5,462,111
Less: Debt Exclusions -1,840,566 -1,810,971 -1,774,775 -1,936,388
Net Debt Service( Non Excluded Debt)-less credits glsd&Sch 4,290,500 4,307,037 3,379,135 3,525,723
Increase of Net Debt Service over PY 353,967 16,536 -927,902 146,589
Estimated Total Revenue 82,848,482 85,190,708 85,666,915 87,912,962
Less:
Reserves and One Time Revenues -473,063 -396,868 0 0
Debt Exclusions -1,840,566 -1,810,971 -1,774,775 -1,936,388
Free Cash -1,117,710 0 0 0
Non-excluded SBA -412,131 -412,131 -412,131 0
Net Revenue 79,005,012 82,570,739 83,480,009 85,976,575
Net Debt Ratio 5.43% 5.22% 4.05% 4.10%
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TOWN OF NORTH ANDOVER
CAPITAL IMPROVEMENT PROGRAM
SUMMARY OF FY16 RECOMMENDED CAPITAL IMPROVEMENT PROJECTS
FY16
Department FY16 Funding
Purpose Request Recmm'd Sources Other Funding Sources
Public Works
Roadway Improvements 1,230,000 1,230,000 Bond Chapter 90
Sidewalk Reconstruction 75,000 75,000 Bond Special Revenue Funding
1,305,000 1,305,000
Facilities
Building Maintenance 150,000 150,000 Bond
150,000 150,000
Town Manager/Selectmen
Facilities Master Plan Implementation 4,399,483 4,399,483 Bond
4,399,483 4,399,483
Information Technology
Municipal IT/GIS 50,000 50,000 Bond
School IT 104,881 104,881 Bond
154,881 154,881
Education
High School Track Resurfacing 200,000 200,000 R/A General Fund
200,000 200,000
Total General Fund Capital Projects 6,209,364 6,209,364
Water
Ozone System,Clearwell Baffles&Detention Tank Upgrade 70,000 70,000 R/A Water Fund
Demolition of Pump Station 250,000 250,000 R/A water Fund
Corrosion Study and Repairs of Water Pipes 95,000 95,000 R/A Water Fund
Chemical Storage Tank and Feed System Improvements 70,000 70,000 R/A Water Fund
Process Control Computer Upgrade 150,000 150,000 R/A Water Fund
Subtotal Water 635,000 635,000
Sewer
Improvements to various Pump Stations 750,000 750,000 Bond
Commonwealth Ave Sewer Replacement 125,000 125,000 Bond/RA Sewer Fund
Subtotal Sewer 875,000 875,000
Total Enterprise Fund Capital Projects 1,510,000 1,510,000
Total All Capital Projects 7,719,364 7,719,364
Less g'hsulllroter 96 Faummfiing ($82 r,C001 ($82 5,0001
Total Projected Bond Issue 6,894,364 6,894,364
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GENERAL FUND CAPITAL PROJECTS - FIVE YEAR SUMMARY
Project Name Division Borrowing Year 1 Year 2 Year 3 Year 4 Year 5 Total
Years FY16 FY17 FY18 FY19 FY20
Roadways Improvements FY16-FY20 Public Works 5 $1,230,000 $1,230,000 $1,210,000 $1,230,000 $1,160,000 $6,060,000
Sidewalk Reconstruction FY16-FY20 Public Works 10 $75,000 $75,000 $75,000 $75,000 $75,000 $375,000
Municipal IT(FY16-FY20) Information Tech 5 $50,000 $50,000 $50,000 $50,000 $50,000 $250,000
Building Maintenance(FY16-FY20) Facilities 5 $150,000 $150,000 $150,000 $150,000 $150,000 $750,000
Facilities Master Plan Implementation(FY16-FY19) Town Mgr 20 $4,399,483 $4,301,220 $1,917,100 $3,888,900 $0 $14,506,703
High School Track Resurfacing School 10 $200,000 $200,000
School IT(FY16-FY20) School 5 $104,881 $100,000 $100,000 $100,000 $200,000 $604,881
Integrated Public Safety Reporting System Fire/Police 5 $214,481 $214,481
Ambulance Fire 10 $275,000 $275,000
Life Safety Equipment Replacement Fire 5 $60,000 $60,000 $120,000
Sweeper Public Works 5 $185,000 $185,000
Water&High St.Intersection and Streetscape Public Works 10 $325,000 $500,000 $825,000
6 Wheel Dump Truck Public Works 5 $180,000 $200,000 $380,000
Voting Equipment Town Clerk 5 $62,800 $62,800
Sport Turf Field Surface Replacement School 10 $850,000 $850,000
Amkus Tools Fire 5 $118,000 $118,000
Medium Size Dump Truck Public Works 5 $75,000 $75,000 $150,000
Backhoe Public Works 5 $95,000 $95,000
Atkinson Elementary Roof School 10 $464,500 $464,500
Replace Engine# 1 Fire 10 $680,000 $680,000
Forestry Vehicle Fire 5 $158,000 $158,000
Mini Bus 13 passenger Comm Services 5 $45,616 $45,616
Medical Transport Vehicle Comm Services 5 $25,409 $25,409
Facilities Mater Plan Phase II Town Mgr 20 $100,000 $100,000
TOTAL GENERAL FUND $6,209,364 $7,145,701 $4,914,900 $6,506,400 $2,719,025 $27,495,390
ENTERPRISE FUNDS CAPITAL PROJECTS - FIVE YEAR SUMMARY
Project Name Division Borrowing Year 1 Year 2 Year 3 Year 4 Year 5 Total
Years FY16 FY17 FY18 FY19 FY20
WATER ENTERPRISE FUND
Ozone System,Clearwell Baffles&Detention Tank Upgrade Water R/A 70,000 380,000 420,000 800,000 640,000 $2,310,000
Demolition of Pumping Stations Water R/A 250,000 0 0 0 $250,000
Corrosion Study and Repairs of Water Pipes Water R/A 95,000 $95,000
Chemical Storage Tank and Feed System Improv. Water R/A 70,000 125,000 125,000 200,000 250,000 $770,000
Backwash Tank Extension Water 165,000 165,000 500,000 528,000 $1,358,000
Interconnections Water 100,000 100,000 $200,000
Process Control Computer-update Water R/A 150,000 $150,000
Valve and Hydrant Replacement Water 100,000 100,000 $200,000
Replacement of Vehicle#54 Water 78,000 $78,000
Water Main Replacement Water 500,000 $500,000
N
Water Distribution Truck Water 78,000 $78,000
Lab Renovations Water 50,000 50,000 $100,000
New Sludge Collection System Water 180,000 180,000 $360,000
TOTAL WATER $635,000 $770,000 $988,000 $2,308,000 $1,748,000 $6,449,000
SEWER ENTERPRISE FUND
Improvements to various Pump Stations Sewer 10 $750,000 $50,000 $50,000 $50,000 $50,000 $950,000
Commonwealth Ave Sewer Replacement Sewer 10 $125,000 $25,000 $0 $0 $0 $150,000
Osgood Street Sewer Preliminary Design Sewer R/A& 10 $0 $0 $300,000 $0 $0 $300,000
TOTAL SEWER $875,000 $75,000 $350,000 $50,000 $50,000 $1,400,000
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.
-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.
1-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,
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protect investment, or restore service that has been interrupted due to failure of capital assets will receive the
highest rating in this criterion.
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.
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1-First phase has been partially funded.
0-No prior phases have been funded or partially funded.
CRITERIA F—DEPARTMENTAL PRIORITY Weight: 2
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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CAPITAL IMPROVEMENT PROGRAM
FY 16 PROJECT DETAILS
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. . .......
"�Pl�*ML COMMITMENT
TRACKING SYSTEM
Division: Public Works Priority: 11
Department: DPVV Street&Slidewalks, Type: Improvement
Project: Roadway Improvements FY 116-FY 20 Cost Basis: Arct/Eng
Project Category: Infrastructure Asset Class: Select One
Project Type: Roadways/Slidewallks
=Y2016 FY2017 FY2018 FY2019 FY2020 Total
X11,230,000.00 $11,230,000.00 $1,210,000.00 $11,230,0100.00 $1,1160,000.00 $6,060,000.00
-unding Source Funding Amount Submitted by: Bruce ThibodeaU
State Grant $3,875,000.00 Title: Director of Public Works
3eneral Fund $2,185,000.00 Date: 110/2712014
Total $6,060,000.00
Description Justification
The request us for roadway improvements on various Currently the Town receives app,roxiimately$6,00,000 to
streets to upgrade the conciftions,of the Towns $800,000 annually from Chapter 90 funds,which is
nfrastructure. The funds included ate the both the state consistent with simflar municipalities iin size and number of
chapter'90 monlies and the local fund request that DPW road mliles. Chapter 90 is the only regular source that a
ises to supplement the annu61 Chapter 90 funds from the town has for funding roadway improvements if local funds
State. The work will consist of crack sealing, milling are not appropriated. If the Town rellies only on Chap. 90 it
DAsting paving and repaving,or reclaiming depending on can never fund all the iimprovements needed to prevent the
:he specific needs determined by the Pavement roadway system deteriorating to a point where it will cost
Management Study/Plan. Also,projects may require iincreasing amounts to iimprove. Each dollar spent now on
3rading, drainage improvements, repalir of curbing and good,fair or poor roads can prevent spending elight to ten
sidewalks where road construction iimprovements are dollars later if delayed. The goal here is to supplement the
3eing done. Attached ils a spreadsheet identifying s
JeTfecific Chap.90 fundiing now on local roads(side streets)where
streets, repaIr method for both the projects identii or Chap.90 money ms used for collectors and major arteries
:;hapter 90 funds and Local funds being requested under (Salem St. or Mass.Ave.)otherMse we could never get to
his CIP request for the next five years. The Pavement these roads.
Management Study/Plan investigated all roads in Town,
ated condition of roads, identified repair methods,and
:osts. The Plan allows staff to develop projects, repair
nethods, and costs as well as abiliiity update plan going
'onward as projects are done.
Description of item to Ibe replaced Schedule for completion of project
mprovements to existing roadways. The schedule to complete the work will be accompliished in
the fiscal year that the funds are appropdated barring any
unforeseen issues or weather conditions. Contracts for
utility work, milflng,reclaiming,paving,and stripping are
bid eve three years during the winter months. Therefore,
there Mil be no need for preparation of spedifications or
waiting for bids to be rec6ived. Once the funds are
appropriated companies Linder contract will prepare
estimates based on bid p6ces in the three year contracts,
purchase orders will be issued and the work scheduled.
Some work will be completed iin the summer/fall
construction season (July to November)and completion of
projects wiill be done in the spring season(Apr'ill to June).
Simlilar types of work, such as roads for milling and
overlay,wiill be bundled together to reduce costs.
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Estimated value of replaced item: $1.00
NET(Estimated Annual Impact: $10,000.00
Explanation
In addition to upgrading the linffrastructure, limprovements
will reduce the amount of time and effort repairing
deteriorating roads. Currently a 3 person crew spends five
days a week from Aprill to,tune repairing pavement. Costs
for thus repaiir work range from$110,000 to$20,000
annually for patching asphalt,which is the least efficient
method of repaiiring roads. We receive betwrveen 15 to 20
chairs per year for damage due to potholes. It is
estimated that with an effective pavement management
rogram we can reduce this patching costs to$5,000 to
10,000 annually and claims to fewer than 5..
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CAPITA. COMMITMENT
--------------------------------------------------------------------------------TRACKING S Y S TEM---------------------------------------------------------------------------------------------------------------------------------------------
Division: public Works Priority: 2
Department: DAP VV Street&Sidewalks Type: Improvement
Project: Sidewalk Reconstruction FY 116-iFY 20 Cost Basis: Other
Project Category: Infrastructure Asset Class: Select One
P roj ect Ty pe': RoadwaysZidewalks
FY2016 FY2017 FY2018 FY2019 FY2020 Total
$75,000.0O $75,0O O.00 $75,000.00 $75,06O.00 $75,000.0O $375,000.00
Funding Source Funding Amount Submitted by: Bruce 7hiibodeau
General(Fund $325,000.00 Title: Director Of Public Works
Other $50,000.00 Date: 110/27/2014
Total $375,0100.00
Description Justification
Reconstruct existing sidewalks in the older sections of There are many locations where sidewalks have
Town with priority given to school areas and elderly deteriorated because of age,frost heaviing and
housing areas. Attached is a liist of priorities and costs encroachment of roots from trees planted adjacent to
based on the Current sidewalk contractor pricing. Some sidewalks The program owound eliminate the walking
funds wiilll come from the Sidewalk Construction Special hazards of the uneven sidewalks. Costs are based on the
Revenue Fund,which is mitigation money provided by current sidewalk construction contract.
developers.The remainder lis being requested from
general fund CID '.
Description of item to The replaced Schedule for completion of project
EAsting Town infrastructure see above. All work wiilll be done in the fiscal year of%propriation
depending on weather conditions. Since t ree year
construction contracts are existing no specifications or
bidding is re u1ired. 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 SUrnmerifall construction schedule and other in
the spring depending on impacts to school seasons or
weather conditions.
Estimated value of replaced item: $0.00
NET Estimated Annual Impact: $5,000.0O
Explanation
Will reduce patching operations, improve public safety,and
reduce claims.
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......................
CAPITAL COMMITMENT
TRACKING SYSTEM
Division.* I nfor m atil on Tec h n o 11 ogy Priority: 11
Department: IT-!Municipal Type: Replacement
Project: Muni6ipal IT(FY16-20), Cost Basis: Other
Project Category: Equip(non-Rollilng) Asset Class: Select One
Project Type:: Vehiicle/Equiipment(iinclucling "General IT")
FY2016 FY2017 FY2018 FY2019 FY2020 Total
$50,000.00 $50,000.00 $50,000.00 $50,000.00 $50,000.00 $250,000.00
Funding Source Funding Amount Submitted by: Matthew Killen
General IFund $50,000.00 Title: Director, IT
Total $50,000.00 Date: 110/2012014
Description Justification
Continuing (from FY115),routine infrastructure and system To support the recurring capital needs of technology and
replacements. permit on-going implementation of GIS, substantialllly
enhancing data-drliven decisions.
Description of item to Ibe replaced Schedule for completion of project
Infrastructure communications eqUipment(switches,
routers,etc..),,servers and related technology systems.
Estimated value of replaced item: $0.00
NET Estimated Annual Impact: $0.00
Explanation
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s /////////0
M�
CAPITAL
TRACKING SYSTEM
Division: Facilities Priority: 1
Department: Facilities-Muniicipall Type: improvement
Project: Building Maintenance(IF'Y15-FY20) Cost Basis:. Other
Project Category: Building Asset Glass:. Cllass 11
Project Type: Building Maintainance
FY2016 FY2017 FY2018 FY2019 FY2020 Total
$150„000.00 $1150,000.00 $1510,000.00 $1150,000.00 $150,000.00 $750,000.00
Funding Source Funding Amount Submitted by: Steve Foster
General(Fund $150,0,00.00 Title: facilities director
Total $150,000.00 Date: 10/29/2014
Description Justification
building facilities capitall!improvements maintain energy efficiency and compliance with ESC{
reference attachment ensure weather-tight building envelope
replace end,-off-service-life equipment„systems,building
components
reference attachment
Description of item to be replaced Schedule for completion of 1project
FY 2016
Estimated value of irepllaced item: $0.00
NIET!Estimated'Annual Impact: $0..00
Explanation
-93-
.................................
"PIYAL COMMITMENT
TRACXING SYSTEM
Division!: Administration Priority: 11
Department:: SelectrnenlManager Type: N�ew
Project:: Facility Master Plan Implementation(IFY16-19) Cost Basis: Arct/Eng
Project Category:: Building Asset Class: Select One
Project Type:: Design/Construction(buildings, open space, athletic fields,water,sewer,drain, DWTP
FY2016 FY2017 FY2018 FY2019 FY2020 Total
$4,399,48300 $4,301,220.00 $1,917,100.00 $3,888,900.00 $0.00 $14,506,703.00
Funding Source Funding Amount Submitted by: Andrew Mayllor
General IFund $4,399,483.00 Title: Town Mlanager
Total $4,399,483.00 Date: 110/27/2014
Description Justification
FY116$3,939,903 Renovation of former Fiire Station 1 into Facility Master Plan previously approved and adopted
offices for
Community Development Division
$ 459,580 OPMl and ArcHtect services for
improvements to Public
Works garage site and offices
FY117$4,136,220 Construction costs for improvements to
Public Works
garage site and offices
$ 1E gitect services for renovation/expansion
ofschooll
classrooms
FY118$1,485,000 Construction costs for
renovatiio,nlexpansion of school
classrooms
$ 432,100 OPMl and ArcHtect services for expansion
of Senior Center
FY119$3,888,900 Construction costs for expansion of Senior
Center
Description of item to The replaced Schedule for completion of project
Estimated value of replaced item: $0.00,
NET Estimated Annual limpaict: $0.00
Explanation
-94-
//////////
TRACK�NG SYSTEM
Division.: Education Priority: 11
Department: School Department Type: Replacement
Project': Hligh Schooll Track Resurfacing Cost Basis: Vendor Quote
Project Category'.: Infrastructure Asset Class: Select One
Project Type: DesiigntConstruction(buildings, open space,athletic fliellds,water,sewer,drain, DWTP
FY2016 FY2017 FY2018 FY2019 FY2020 Total
$200,,0,00.00 $0.0o $0.00 $0.0o $0.00 $200,000.00
Funding Source Funding Amount Submitted by: ,Jim Mealey
Select time $200,000.00 Title: Assistant Superintendent for
Finance.and Operations
Total $200,0,00.0(7
Date: 110/24/2014
Description Justification
Recoat surface of hilgh school track at North slide of school. Track was buillt in 2004 with a life expectancy of the
surface of 5-7 years. Has now been 9 years. Requires
appliication of two coats to r'es'tore track surface.
Description of item to Ibe replaced Schedule for completion of(project
Top surface of high schooll track. Estimated to last for 8 En iineering and Biid S ecs in early Summer of 2015.
years before another resurfacing would need to be done. Bad construction in miiTSummer 2015.
Estimated to be 116 years before a complete renovation is Construction iin late-Summer, early-(Fall 20115.
needed.
Estimated value of replaced'item: $0.00
NET(Estimated'Annual Impact: $0.00
Explanation
-95-
---..............
CAPITA. COMMITMENT
TRACKMIG SY:STFM
Division: Information Technology Priority: 2
Department: IT- Schools Type: Replacement
Project: Annual IT Infrastructure Maintenance Cost Basis: Other
Project Category: Infrastructure Asset Class: Select One
P roj ect Ty pe,': Building Maintaiinance
FY2016 FY2017 FY2018 FY2019 FY2020 Total
$104,881.00 $1100,000.00 $100,000.00 $1100,000.00 $200,000.00 $604,881.00
Funding Source Funding Amount Submitted by: Jim Mealley
General)(Fund $604,881.00 Title: Assistant Superintendent for
Total $604,881.00 Finance and Operations
Date: 10/24/2014
Description Justification
Annual funding to maintain IT wireless network, server and Total value of IT infrastructure asset lis about$1,000,000.
data ante ration, and internet capacity at all schools and At$100,000 per year this is a lifecycle replacement time
central Nice. frame of 110 years 5 years is more realistic, so the annual)
amount is increased to$200,000 starting in FY20.
Description of item to Ibe replaced Schedule for completion of project
All of the equipment that proviides IT Wireless network, Annual)
server and data integration, and internet capacity at all
schools and central)office.
Estimated value of replaced item: $0.00,
NET Estimated Annual Impact: $0.00
Explanation
-96-
CAPIM COMMITMENT
TRACKMG SYSTEM
Division: Public Works Priority: 11
Department: Water Type: Improvement
Project: Ozone System,Clearwell Baffles,& Detention Cost Basis: Arct/Eng
Tank Upgrades-update
Project Category: Building Asset Class: Select One
Project Type: Design/Construction(bdildings, open space,athletic fields,water,sevver,drain, DWTP
FY2016 FY2017 FY2018 FY2019 FY2020 Total
$701,0010.010 $380,0010.001 $420,0100.00 $8001,000.00, $640,000.00 $2,310,0100.00
Funding Source Funding Amount Submitted by: Liinda HMUrciak
Water Fund $2,310,000.00 Title: Super.WTP
Total $2,310,000.00 Date: 111/28/2014
Description Justification
Baffling the clearNell would Improve the mixing of all
The ozone system oMll be totally upgraded to the latest chemicals especially the final disinfectant,chlorine.By
technology,the ozone tank would be enlarged to increase enlarging the size o the ozone tank's capacity Would
detention time,and the baffles in the clearrvell will increase iincrease the detention time for a better removall of
chlorine contact time.All these iimprovements will increase rnicroorga6isms. Upgrading the ozone system would mean
Our ability to guarantee a safe drinking water from a more"greener"system which will decrease the plant's
microbial organisms. use of electricity. By doing these projects,we will also be
able to iincrease our water production Output for future
needs as the DEEP currently restricts our flows based on
11mits with contact times and ozone production.The plant is
rated for 112 MGM but!is imited to 10.4 MGM by the DEP
because Of Our short disinfectant contact times.
Description of item to The replaced Schedule for completion of Iproject
Older technology ozone system from i the 1990's. Seeing that this project will take several years to complete,
the anticipated projected date would be at the end of IFY
20.May need to request additional funds in FY 20 to
complete the Upgrades.
Estimated value of replaced item: $0.00
NET Estimated Annual Impact: $110,000.00
Explanation
Decrease in energy consumption.
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M
CA�PITAL CO MITMEN�T
TRACKING SYSTEM
Division: Public Works Priority: 2
Department: Water Type: Improvement
Project: Demolition of Pumping Stations Cost Basis: ArctJEng
Project Category: BUlding Asset Class: Select One
Project Type: DesignlConstruction(buildings, open space,athletic fiellds,water,sewer,drain, DWTP
FY2016 FY2017 FY2018 FY2019 FY2020 Total
$250,000.00 $0.00 $0.00 $0.00 $0.00 $250,000.00
Funding Source Funding Amount Submitted by: Linda Hmurcilak
Water Fund $25,0,000.00 Title: Superintendent' TP
Total $250,000.00 Date: 11112712014
Description Justification
Demolish the North Pumping Station and the Peters Street The station no longer function as a location for pumping
Interconnection. water since the construction of the Drinking Water
Treatment Facility. It has become a liability for the Town
and!is classffied as inactive by the DEP.
The machinery in the Peters Street Station is obsolete and
not cost effective to replace.
Description of item to The replaced Schedule for completion of Iproject
These buildings willll not be replaced but a portable booster Once approved Will go but to bid for demolition and have
pump will be utilized lif needed for the interconnection. the project finalized by the end of that FY.
Estimated value of replaced item: $0.00
NET Estimated Annual Impact: $0.00,
Explanation
-98-
(v
CANIAL
iT
TRACKING SYSTEM
Division: Public Works Priority: 3
Department: Water Type: Improvement
Project: Corrosion Study and Repairs of Water Pipes Cost Basis: ArctJEng
Project Category: Infrastructure Asset Class: Select One
Project Type': Building Maiintaiinance
FY2016 FY2017 FY2018 FY2019 FY2020 Total
$95,000.00 $0.00 $0.00 $0.00 $0.00 $95„000.00
Funding Source Funding Amount Submitted by: Linda Hmurciak
Water Fund $95,000.00 Title: Superintendent
Total $95,000.00 Date: 11/2712014
Description Justification
Conduct a study of the water pipes throughout the During past years project of refurhishiing the pumps and
treatment plant to locate any poiints of weakness/thinness, motors it was discovered that certain pipes were showing
and repair and paint where needed. thinness in certain areas.This could be from chemicall
exposure,dissiimillar metals or electrolysis.Thus„until a
study its done vve do not know what would be the correct
procedure or location for these repairs.
Description of item to Ibe replaced Schedule for completion of(project
N/A Once the approval of the CIP'lis received we wiilll conduct a
study and do repairs Thus completion should be by the
beginning FY 17.
Estimated value of replaced item:: $0.00
NIET(Estimated Annual Impact:. $0.00
Explanation
Several thousands of dollars if we can av6d peaks„
emergency repalrs and prevent downtime of the WTP.
-99-
"PITAL COMMITMENT
N
Division: Public Works Priority: 4
Department:: Water Type: Replacement
Project: Chemical Storage Tanks& Feed System i Cost Basis: Arct/Eng
Improvements-Update
Project Category:: Equip(non-Rolling) Asset Class: Select One
Project Type: DesigniConstruction(bdildings, open space, athletic fields,water,sewer,drain, DWTP
FY2016 FY2017 FY201 8 FY2019 FY2020 Total
$70,000.00 $125,000.00 $125,000.00 $200,000.00 $250,000.00 $770,000.00
Funding Source Funding Amount Submitted by: Linda HMUrciak
Water FUnd $770,000.00 Title: Super.W7P
Total $770,000.00 Date: 111/28/2014
Description Justification
Replacement of chemical tanks and associated pumps, Most of the chemical feed systems and storage tanks are
piping and alarms. reaching the end of their useful life span thus need to be
upgraded or replaced to over the next several years. This
would include seven (7)bulk storage tanks and several
day tanks, 2—4 chemical feed pumps for each chemical
along with all associated plumbing and alarms.
Description of item to The replaced Schedule for completion of project
Storage tanks ranging in size from 100 gal day tanks to This project is expected to span a few years until the
3300 gall storage tanks along with the chemical metering project lis completed.
pumps.
Estimated value of replaced item: $0.00
NET Estimated Annual Impact: $0.00
Explanation
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"PITAL COMMITMENT
TRACKING SYSTEM
Divisiow Public Works Priority: 7
Department:: Water Type: Replacement
Project:: Process Control Computer-update Cost Basis: Arct/Eng
Project Category:: Equip(non-Rolling) Asset Class: Select One
P roj ect Type: Vehicle/Equiipment(iinclludiing "General IT")
FY2016 FY2017 FY2018 FY2019 FY2020 Total
$150,0100.00 $0.00, $0.00 $0.00, $0.00 $11501,0010.00,
Funding Source Funding Amount Submitted by: Linda HMUrciak
Water Fund $1510,0100.00 Title: SUperuntendent
Total $150,000.00 Date: 110/2712014
Description Justification
Engineering, equipment and instaflation of new controllers, The present SCADA system, wNch runs the Water
rewiring all points to new terminal strips,and replace the Treatment Plant, is out of date and electronic circuit boards
old SCADA system(Supervisory Control and Data are no longer available for repair or replacement.
ACqdisition)with a newer water treatment plant control If not replaced the process control computer failures wiill
computer and software(Operators Control Center),. iincrease and the overall impact on the treatment plant
would be greatly affected as wr✓ellll as the water qualliity and
supply.
Description of item to The replaced Schedule for completion of project
The SCAD,A system is the original that was installed when Once approved, 0 Out to,bid for design and specifications
the plant was guflt in 119911. Parts of the system have been and expect instalTation by the end of 16.
updated throughout the years but that can no longer
happen.
Estimated value of replaced item: $0.00
NET Estimated Annual Impact: $110,000.00
Explanation
An increase lin serviicelrepair charges would incurred as
the system is considered old technology.
- 101 -
"PITAL COMMITMENI!
iT
TKACXrNG SYSTFM
Division: Sewer Priority: 11
Department: Sewer Type: Improvement
Project: Improvements to Various Sewer Pump Station. Cost Basis: ArctiEng
FY 116-FY20
Project Category: Infrastructure Asset Class: Select One
Project Type: DesigWConstruction(bdildings, open space,athletic fields,water,sewer,drain, DWTP
FY2016 FY2017 FY201 8 FY2019 FY2020 Total
$75,0,0000.00 $50,000.00 $50,000.00 $50,000.00 $50,000.00 $950�,000.00
Funding Source Funding Amount Submitted by Bruce ThibodeaU
Sewer Fund $950,000.00 Title: Director Of Public Works
Total $950,000.00 Date: 110/2742014
Description Justification
Replacement of the Rea's Pond Pump Station with a The primary pump station to be improved,which would be
higher capacity, modern station and to move the location a complete replacement,will be the Rea's Pond PUMP
out of the Flood Plalin. Pump Station is designed and Station however there are 21 other pump stations that the
permitted awaiting approval of final funding to bid Town maintains that are iin need of upgrades. Many of
construction. these have been taken over from private developers as the
associated projects were accepted by the Town. Many are
Improvements to Forest View, Boston Hilll, Blue Rlidge, 20 to 30 years old.The Rea's Pond Wastewater pumping
Winter Street Pumping Stations-Replacement of two(2) station, located on Great Pond Road, Rt. 1133,adjacent to
check release valves,alir release valve, upgrade of the the Lake and Rea's Pond was bUlilt in 11992. It was built by
PLC(Programimablle Logic Controller), repair of damaged private developers to servlice new development; one
sluice gates, and the installation of a new level reading known as French Farm subdivision. Over the years it has
device to prevent overflows of raw sewerage. become a major component of the collection system in this
area. The service area stretches to the north with the
above mentioned subdivisiicn as far as the Rt. 125 and
Barker Street, and South around the Lake to,and including,
Brooks School. During brines of extreme wet weather and
high groundwater a portable diesel pump is used to
increase Pumping capacity and prevent sewerage over-now
in the adjacent environmentally sensitive areas,which are
the Town's water supply.
Description of item to The replaced Schedule for completion of project
See description above.. Desiign and permitting of the replacement of the Rea's PS
is completed as well as the necessary easements granted
and accepted by the Board of Selectmen. With the
authorization of the final funding, bids may be taken in July
2015.The construction phase will be approximately 9
months. Improvements to the other pump stations Would
be completed within 6 months of authorization Of funds.
Estimated value of replaced item: $11,000.00
NIET Estimated Annual Impact: $25,0001.00
Explanation
Reduce the estimated maintenance costs by repliacing
antiquated equipment at the various PUMP stations.
- 102-
CANIAL CO MITMENI,T
TRACKING SYSTEM
Division': Public Works Priority: 2
Department:: Sewer Type: Select One
Project: Commonwealth Ave Sewer Replacement Cost Basis: Vendor Quote
Project Category�: Infrastructure Asset Class: Select One
lProject Typ,e': Design/Construction(buildings, open space,athletic fields,water,sewer,drain, DWTP
FY2016 FY2017 FY2018 FY2019 FY2020 Total
$125,000.00 $25,000.00 $0.00 $0.00 $0.00 $150,000.00
Funding Source Funding Amount Submitted by: Tim Willett
Other $15,0,000.00 Title: Operations Manager
Total $150,000.00 Date: 110/2712014
Description Justification
File an RDA with the Conservation Commission for The existing sewer main in Commonwealth Ave!is 103
permitting. years old and needs replacement. In 2009, a 20 foot
I ristall 300 feet of new 6"'PVC sewer pipe in section of piipe collapsed and had to be replaced. In 20,113,
Commonwealth Ave. Connect 10 house service lines to a professional sewer serviice company was hired to clear
the new main line, iinstall 3 new pre-cost concrete sewer roots. It took 2 entire days to do the job. The sewer line
manholes. Install and compact backfill,gravel, and trench experiences heavy infiltration gin spriing time through pipe
pavement. Install pavement overlay the following year. joints.
Create new As-Buillt Drawing after construction has been Sewer mitigation funds will be used to pay for all costs.
completed. Labor is estimated at$91,000,permitting&engineering at
$9,000,materials at$25,000. Pavement overlay is
estimated at$25,000. These funds have been collected
over recent years from private development projects.
Using these funds has no impact on the sewer billiing rate.
Description of item to The replaced Schedule for completion of project
Three hundred feet of slix-inch clay sewer pipe,three brilck File RDA: February 2015
manholes, 110 house service connections Leggin Construction: May 2015
Complete Construction:June 2015
As-Buillt Drawing:August 2015
Install pavement overlay: May 2016
Estimated value of replaced item: $0.00
NET Estimated Annual limpact: $10,000.00
Explanation
The cost for repairs and m4interiance.
- 103-
DEBT SERVICE
- ios-
DEBT SER VICE
Bonded Debt
This expenditure covers the cost of the principal and interest payments 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 $223,309,300) 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 1/1/13 4,446,186,000
Debt Limit 222,309,300
Outstanding Debt outside Limit 6/18/14 13,112,310
Outstanding Debt inside Limit 6/18/14 38,686,230
Total Outstanding Debt 6/18/14 51,798,540
Debt Limit 222,309,300
Debt subject to Debt Limit 38,686,230
Borrowing Capacity 183,623,070
- 107-
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. A provision is made for a referendum on the filing of a petition bearing the
requisite number of signatures that would allow the cost to be excluded from the Proposition 2/2 taxation
limits. Borrowing for certain purposes also requires administrative approval from the commonwealth.
Temporary loans in anticipation of current revenues, grants and other purposes can be made without local
legislative approval.
Types of Obligations
Under Massachusetts statute, 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 anticipation notes is measured from the date of the original issue of the notes except for notes
issued for such State-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.
- 108-
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+
Moody's Aa2
- 109-
General Fund Debt Service
2016
2013 2014 2015 Town Mgr Dollar Percent:
Expense Lisle Item ACTUAL: BUDGET BUDGET Itecmrn'd , ''Change'', 'Change';,
Expenses
Principal- Long Term - Excluded $ 1,399,856 $ 1,434,856 $ 1,485,000 $ 1,700,000 $ 215,000 14.5%
Interest- Long Term -Excluded $ 440,710 $ 376,115 $ 289,775 $ 236,388 $ (53,388) -18.4%
Principal- Long Term - Non Excluded $ 3,819,474 $ 3,931,890 $ 3,248,155 $ 3,086,240 $ (161,915) -5.0%
Interest- Long Term -Non Excluded $ 673,549 $ 579,627 $ 853,682 $ 832,920 $ (20,762) -2.4%
Interest on Notes $ - $ 1,977 $ - $ 2,970 $ 2,970
Total: Debt Service= $ 6,333,689 6,324,466 5,875,512 $ 6,868,618 (18,094) ().310
Water Debt Service
2o1s
2013, 2014 2016 , T own Mgr Dollar� Percent
Expense Line Item , ACTUAL BUDGET BUDGET own
Change Change
Expenses
Principal-Long Term $ 1,642,053 $ 1,156,326 $ 1,208,864 $ 828,506 $ (380,358) -31.5%
Interest-Long Term $ 219,026 $ 170,018 $ 161,424 $ 117,665 $ (43,760) -27.1%
Principal-Long Term-MWPAT $ 246,525 $ 251,505 $ 256,586 $ 261,770 $ 5,184 2.0%
Interest-Long Term-MWPAT $ 89,580 $ 84,600 $ 79,519 $ 74,335 $ (5,184) -6.5%
Total: Water Debt Service $ 2,197,186 $ 1,662,449 1,7'06,394 $ 1,282,276 $;(424,117) 24.90/6'
Sewer Debt Service
2016
2016 2014 2415 Town;Mgr D6114t Percent
Expense Line Item ACTUAL BUDGET, BUDGET, Redmni"d, 'Change- Change,
Expenses
Principal-Long Term $ 1,231,965 $ 1,248,005 $ 1,251,608 $ 1,062,508 $ (189,100) -15.1%
Interest-Long Term $ 331,685 $ 293,476 $ 246,378 $ 209,013 $ (37,365) -15.2%
Principal-Long Term-MWPAT $ 378,990 $ 400,896 $ 424,317 $ 254,152 $ (170,165) -40.1%
Interest-Long Term- MWPAT $ 57,560 $ 49,623 $ 34,635 $ 24,174 $ (10,460) -30.2%
Total: Sewer DebtSery ee $ 2,000;201 $' 1,992,000 $ 1,956,938 $ 1,549,848 $ (447,090) 20;84/x'
- 110-
TOWN OF NORTH ANDOVER
TOTAL DEBT OBLIGATIONS
GENERAL FUND -WATER AND SEWER
Combined
General Fund Water Sewer Annual
FY2015 $ 5,561,874 $ 1,700,551 $ 1,956,938 $ 9,219,363
FY2016 $ 5,059,906 $ 1,282,276 $ 1,531,907 $ 7,874,088
FY2017 $ 4,770,939 $ 1,022,670 $ 1,226,063 $ 7,019,673
FY2018 $ 4,445,922 $ 999,561 $ 1,205,813 $ 6,651,296
FY2019 $ 2,759,445 $ 836,933 $ 978,922 $ 4,575,300
FY2020 $ 2,068,436 $ 725,366 $ 891,951 $ 3,685,753
FY2021 $ 1,977,804 $ 692,006 $ 691,561 $ 3,361,371
FY2022 $ 1,576,886 $ 662,271 $ 571,267 $ 2,810,424
FY2023 $ 1,481,667 $ 446,080 $ 259,927 $ 2,187,674
FY2024 $ 1,450,530 $ 443,255 $ 246,282 $ 2,140,067
FY2025 $ 1,325,176 $ 418,105 $ 267,587 $ 2,010,867
FY2026 $ 1,086,096 $ 415,506 $ 218,891 $ 1,720,493
FY2027 $ 922,298 $ 412,905 $ 205,377 $ 1,540,580
FY2028 $ 878,900 $ 410,305 $ 178,481 $ 1,467,686
FY2029 $ 838,675 $ 71,600 $ - $ 910,275
FY2030 $ 408,113 $ 104,000 $ - $ 512,113
FY2031 $ 402,613 $ - $ - $ 402,613
FY2032 $ 401,075 $ - $ - $ 401,075
FY2033 $ 394,213 $ - $ - $ 394,213
FY2034 $ 387,188 $ - $ - $ 387,188
$ 38,197,756 $ 10,643,390 $ 10,430,967 $ 59,272,113
- III -
III
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Country Road,North Andover z
Courtesy of Millie Matasso 0 D
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Town Non-School Personnel Analysis
With the projected cost of personnel at$14.1 million or 67.34% of the General Fund non-school operating
budget the need to stringently monitor this area of the operating budget is of the highest importance. The FTE
Headcount remains relatively unchanged for FYI 6, 15 FTE increase. However several departments
have seen staffing changes in an attempt to improve service delivery and align human resources with
departmental functions.
The chart below shows the Town's non-school headcount over the last four 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
FTE Headcount
198.3 203.0 203.15
FY13 FY14 FY15 FY16
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TOWN OF NORTH ANDOVER
GENERAL FUND POSITION LIST COMPARISON
ACTUAL ACTUAL REQUESTED
FY14 FY15 FY16
MUNICIPAL STAFF STAFF STAFF VARIANCE
DEPARTMENTS POSITIONS POSITIONS POSITIONS +/()
Assessor 3.75 3.75 3.75 0.00
Assistant Town Manager 0.50 0.00 0.00 0.00
Board of Appeals 1.00 1.00 0.50 -0.50
Community Development 2.00 2.00 3.00 1.00
Conservation 1.50 2.00 2.00 0.00
Elder Services 5.00 5.00 5.00 0.00
Emergency Management 0.00 0.00 0.00 0.00
Facilities Management 2.00 2.00 2.00 0.00
Fire 55.00 56.00 56.00 0.00
Health 3.60 3.60 3.60 0.00
Human Resources 1.00 1.00 2.00 1.00
Information Technology* 8.00 8.00 8.00 0.00
Inspectional Services 4.30 4.30 4.30 0.00
Library 12.10 14.10 14.40 0.30
Planning 2.00 2.00 2.00 0.00
Police 53.00 53.00 53.00 0.00
Public Works 23.25 23.25 23.00 -0.25
Purchasing 0.50 0.50 0.50 0.00
Town Accountant 4.00 4.00 3.00 -1.00
Town Clerk 4.00 4.00 4.00 0.00
Town Manager/Selectmen 2.40 3.00 2.50 -0.50
Treasurer/Collector 4.00 4.00 4.00 0.00
Veterans Services 1.40 1.50 1.60 0.10
Youth&Recreation Services 4.00 5.00 5.00 0.00
Grand Total 198.30 203.00 203.15 0.15
*Includes School IT staff
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
The responsibilities for dealing with health insurance and other responsibilities more traditionally
dealt with by a position focused on benefits, but currently handled by the Town Manager's office in
North Andover, have been transferred to the Human Resources Department along with the staff
member handling those duties. This will align the traditional duties of each office with the staff
performing the work in those offices.
PRIOR YEAR ACCOMPLISHMENTS
• Continued the implementation of the Facilities Master Plan including the construction of the new
central fire station and the school administration building, and the design for renovations of Town
Hall and the Main Street fire station for relocation of Community Development Offices.
• Developed a FY15 Budget maintaining level services without the use of reserves and resulted in
no increase in Water and Sewer Rates.
• Drafted and received support for a new set of Financial Reserve Policies.
• Completed the Energy Services performance contracting project.
• Worked with the other Mayors and Managers within the Merrimack Valley to update and re-
release the Merrimack Valley Means Business (MVMB)website to spur economic growth.
• Recommended the creation of an OPEB Stabilization Fund and received support to transfer $1
million into the fund when it was approved.
• Presented a Five Year Capital Improvement Plan for FY15-19 to the Board of Selectmen which
adheres to the plan to reduce debt service as a percentage of operating revenue to below 5%.
• Completed sale of the Bradstreet School property.
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• Identified and had the Selectmen vote to release many sets of Executive Session minutes.
• Completed assessment of playgrounds within town parks and school grounds to address needed
improvements.
• Successfully negotiated agreement with Osgood Street, LLC and the Merrimack Valley Regional
Transit Authority to provide commuter bus service from North Andover to Boston.
FY16 GOALS
• Implement Phase 4 of the Facilities Master Plan by July 1, 2015 which includes the construction
of the former fire station for use as a new home for Community Development and the design for
improvements at the DPW facility.
• Issue Request for Proposals by July 1, 2015 to provide site recommendations and installation of
solar energy system(s) at town owned sites, municipal buildings and/or school buildings.
• Develop a FY17 Budget by February 15, 2016 which maintains level services without the use of
reserves.
• Increase and maintain the Town's reserves (Stabilization and Capital Stabilization) at
approximately 5% of General Fund operating revenues through by June 30, 2016.
• Strive to maintain Water and Sewer utility rates at the level they have been at for the past three
years by June 30, 2016.
• Develop a Five Year capital Plan for FY17-21 by December 31, 2015 which adheres to the goal
of maintaining debt service as percentage of operating revenue to below 5%.
• Complete performance evaluations for all Division Directors and other senior staff members by
July 30, 2016.
• Implement plan to address the parking issues facing the Main Street business corridor by June 30,
2016.
• Expand regional strategic partnerships with surrounding communities by June 30, 2016.
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• Pursue net metering credit opportunities to reduce the cost of energy by December 31, 2015.
• Negotiate new three year collective bargaining agreements with all non-public safety Town
unions by May 1, 2016.
• Update a unified set of procedures for town-wide use by October 15, 2015.
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Town Manager Budget
2016 2015
2414 2415 Dent Town Mqr boilar Percent
Expense Line Itern ACTUAL BUDGET ; Request Remrn'd Change Change
Personnel
Salaries, Full-Time $ 274,355 $ 252,672 $ 261,331 $ 261,331 $ 8,659 3.4%
Wages, Part-Time $ 24,865 $ 46,919 $ 25,500 $ 25,500 $ (21,419) -45.7%
Overtime $ - $ - $ - $ - $ -
Longevity $ 1,688 $ 1,688 $ 413 $ 413 $ (1,275) -75.6%
Salary Reserve $ - $ - $ - $ - $ -
Total: Personnel Casts $ 344,906; $ 341,276 $ 287,244 $ 287,244 $ (14,035) 4.7%
Expenses
Contract Benefits-Manager $ 1,500 $ 1,525 $ 1,500 $ 1,500 $ (25) -1.6%
Repairs&Maintenance $ - $ 200 $ 200 $ 200 $ - 0.0%
Hosting Meeting Expenses $ 535 $ 300 $ 600 $ 600 $ 300 100.0%
Equipment Rental/Leases $ 3,867 $ 6,500 $ 6,000 $ 6,000 $ (500) -7.7%
Outside Professional Services $ 3,750 $ 7,500 $ 3,500 $ 3,500 $ (4,000) -53.3%
Advertising $ 1,060 $ 1,500 $ 1,500 $ 1,500 $ - 0.0%
Training&Education $ 22,153 $ 13,500 $ 3,500 $ 3,500 $ (10,000) -74.1%
Telephone $ 2,739 $ 2,500 $ 2,500 $ 2,500 $ - 0.0%
Postage Services $ 792 $ 1,000 $ 1,000 $ 1,000 $ - 0.0%
Commission on Disability Issues $ 250 $ 250 $ 250 $ 250 $ - 0.0%
Office Supplies $ 4,147 $ 3,500 $ 4,000 $ 4,000 $ 500 14.3%
Printing&Forms $ 6,737 $ 6,400 $ 10,100 $ 10,100 $ 3,700 57.8%
Auto Mileage $ 6,386 $ 7,572 $ 7,600 $ 7,600 $ 28 0.4%
Dues/Memberships&Subscriptions $ 5,304 $ 6,700 $ 6,700 $ 6,700 $ - 0.0%
Other Charges&Expenses $ 6,463 $ 700 $ 1,000 $ 1,000 $ 300 42.9%
Total: Expense Costs $ 65,683 $ 50,647 $ 49,954 $ 49,950 $ (9,672) -16.3%
Total: Town Manager Costs $ 366,591, $ 364,925 $ 337,194 $ 337,194 $ (23,707) -6.6%
Town Manager Personnel Listing
FY14 FYI FY16
STAFF STAFF STAFF VARIANCE
Department Title POS. POS. POS. +/(-)
Town Manager Town Manager 1 1 1 0
Assistant Town Manager 0 0.5 0.5 0
Administrative Assistant 0.4 0.5 0 -0.5
Administrative Secretary 1 1 0 -1
Executive Assistant 0 0 1 1
Total 2.4 3 2.5 -0.5
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Moderator Budget
20'15 2015
2014 2015 Dept Town Mgr Collar Percent
Expense dine Item BUDGET Budget� � Requested � Ridrn r d, — Change, Change
Personnel
Wages, Part-Time $ 750 $ 825 $ 825 $ 825 $ 0.0%
Total: Personnel Costs $ 750 $ $25''$ 82t' $ 825 $ - 010%
Expenses
Dues and Subscriptions $ 75 $ $ $ - $
Total: Expense Costs $ 75 $ $ $ -
Total: Town Moderator Costs $ 825 $ 825 825 $ 825 $ 010%
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HUMAN RESOURCES
MISSION STATEMENT
The Human Resources Department serves the employees and citizens of the Town in a manner that
reflects the Town's core values and culture. The Department seeks to promote fairness, open
communication, and equal opportunity for all. Services include recruitment, compensation and
benefits management, employee relations and human resource information management.
SIGNIFICANT CHANGES
We met compliance requirements of the Affordable Health Care Act which requires notifications to
health insurance participants, and to individuals who are eligible to participate in health insurance but
are not currently enrolled, and the auditing of employee work hours to offer health insurance to
employees who were not previously eligible.
We complied with requirements of the Public Employee Committee Agreement regarding
contribution rate changes and a subsidy of retiree health insurance.
Effective July 1, 2014 the department received a full time Benefits Specialist position which is
critical to the administration of all benefit plans and related billing. The Group Insurance
Commission Health Insurance program generates a high volume of activity due to the number of
subscribers. The number of subscribers increased by 12 enrollees which includes 562 active
employees, 183 retirees and survivors and 199 retired municipal teachers and survivors.
We implemented regulatory changes to the Family Medical Leave Act.
We complied with the implementation of Chapter 149, Section 52E An Act Relative to Domestic
Violence.
We have seen high volume recruitment activity from July, 2014 through January, 2015 due to the
restructuring of departments, replacing retiring employees and voluntary separations. Recruitment
activity resulted in replacing the following 22 positions.
Division/Department Position
Town Manager Executive Assistant
Stevens Memorial Library Library Assistant (2) Senior Library Assistant, Part
Time Assistant Children's Librarian, Part Time
Professional Librarian (2), Technical Services and
Resource Librarian, Head of Circulation, Library
Director, Assistant Library Director
Public Works Drinking Water Treatment Plant Operator,
Heavy Motor Equipment Operator, Tree
Climber Surgeon
Community & Economic Development Director, Planning Department Assistant,
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Alternate Plumbing/Gas Inspector,
Alternate Local Building Inspector,
Alternate Electrical Inspector, Town Planner
Information Technology Network Manager
Elder Services Receptionist, Office Assistant
Police Department Police Officers (4 full time)
Communications Officers (2 full time and
3 part time)
PRIOR YEAR ACCOMPLISHMENTS
The Personnel Policy was revised in October, 2014.
The completion date for a succession planning model for retiring staff has been changed from April
to June, 2015.
FY16 GOALS
The transfer of the Town's new financial system was changed from 2015 to 2016. We will offer
employee self-service options such as the ability to change personal or benefits information in
January 2016.
Provide two Town-wide training sessions for employees by August 31, 2015 and by November 30,
2015.
Provide two training sessions for Department Heads by September 30, 2015 and by February, 29,
2016.
Schedule and coordinate two Assessment Centers, one for Fire Chief and one for Police Chief and
complete the hiring process by May 1, 2016.
Hire and work with a compensation consultant to review and update the Pay Classification plan by
November 30, 2015.
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Human Resources Budget
2016 2916
2914 1915 D'epi Town Mgr Dollar Percent
Expense Lfne Item ACTUAL', BUDGET, Requested Reomm'd; Change, Charge
Personnel
Salaries, Full-Time $ 80,160 $ 78,589 $ 134,458 $ 134,458 $ 55,869 71.1%
Longevity $ - $ - $ 1,125 $ 1,125 $ 1,125
Salary Reserve $ - $ - $ - $ - $ -
Total.Personnel Costs, $ 891169 $ 78,589 ;$ 1351583 $ 135,683, $ 56,994 72.6%
Expenses
Outside Professional Services $ - $ 700 $ 22,500 $ 22,500 $ 21,800 3114.3%
Advertising $ - $ 79 $ 79 $ 79 $ - 0.0%
Training &Education $ 241 $ 2,300 $ 2,300 $ 2,300 $ 0.0%
Postage Services $ 160 $ 271 $ 271 $ 271 $ 0.0%
Office Supplies $ 1,206 $ 450 $ 1,000 $ 1,000 $ 550 122.2%
Printing &Forms $ 1,276 $ 1,000 $ 500 $ 500 $ (500) -50.0%
Auto Mileage $ 82 $ 100 $ 175 $ 175 $ 75 75.0%
Dues/Memberships&Subscriptions $ 428 $ 469 $ 654 $ 654 $ 185 39.4%
Other Charges and Expense $ - $ - $ 200 $ 200 $ 200
Total: Expense Costs, $ 3,392 $ 5;369 $ 27,679 $ 27,679 $ 22,319 415.5%
Total: Human Resowrce Costs $ 83;552, $± $3,958 163,262 $ 163,262 $ 79,394 94.5°h
Human Resources Personnel Listing
FY14 FYI FY16
STAFF STAFF STAFF VARIANCE
Department Title POS. POS. POS. ++)
Human Resources Director 1 1 1 0
HR Benefits Specialist 0 0 1 1
Total 1 1 2 1
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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
There were no significant changes to the Town Accountant's Office this fiscal year.
PRIOR YEAR ACCOMPLISHMENTS
• Awarded the Distinguished Budget Presentation Award for the second year.
• Awarded the Comprehensive Annual Financial Report(CAFR) for FY 13.
• Complied with State filing requirements by completing and submitting the Town's Balance Sheet
by September 15th.
• Complied with State filing requirements by completing the Schedule A by October 31st
• Successfully implemented first phase of new general ledger software by June 30, 2015.
FY16 GOALS
• Submit the FY16 Budget for the "Distinguished Budget Presentation Award" to the GFOA by
August 8, 2015.
• Work with various departments to implement and train on phase two new financial system no
later than June 30, 2016.
• Comply with State filing requirements by completing the Balance Sheet by September 15, 2015
• Comply with State filing requirements by completing Schedule A (a comprehensive report on
Town and School expenditures and account balances)by October 31, 2015.
• Work with external auditors to produce the Town Comprehensive Annual Financial Report
(CAFR) to be submitted to the GFOA by December 31, 2015.
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Accounting Budget
2016
2014: 2016 2016' Town Mgr Dollar 1�q�ce�t
Expense Line Item ACTUAL BUDGET Not Request Recomnf d ' 'Change'' ' Change
Personnel
Salaries, Full-Time $ 201,690 $ 213,742 $ 188,189 $ 188,189 $ (25,553) -12.0%
Longevity $ 2,275 $ 2,275 $ 2,606 $ 2,606 $ 331 14.5%
Salary Reserve $ - $ - $ - $ -
Total: Personnel Costs 203,966 $ 21fi;017 $ 190,795 $ 190,795 $ x(26,222) -11,710
Expenses
Equipment Rental/Lease $ 3,300 $ 3,892 $ 582 $ 582 $ (3,311) -85.1%
Outside Professional Services $ 9,276 $ 626 $ 10,000 $ 10,000 $ 9,374 1498.4%
Training &Education $ 1,315 $ 1,600 $ 1,600 $ 1,600 $ - 0.0%
Telephone $ 480 $ 480 $ 480 $ 480 $ (0) 0.0%
Postage Services $ 86 $ 150 $ 150 $ 150 $ - 0.0%
Office Supplies $ 3,455 $ 3,103 $ 3,200 $ 3,200 $ 97 3.1%
Printing &Forms $ 3,285 $ 3,896 $ 5,000 $ 5,000 $ 1,104 28.3%
Uniforms&Clothing $ 125 $ 175 $ 175 $ 175 $ - 0.0%
Auto Mileage $ 109 $ 100 $ 150 $ 150 $ 50 50.0%
Dues/Memberships&Subscriptions $ 530 $ 400 $ 530 $ 530 $ 130 32.5%
Other Charges&Expenses $ 359 $ 300 $ 300 $ 300 $ - 0.0%
Total: Expense Costs 22,390" $ 14,722 $ 22,167 $ 22,167 $ 7A" 50.650%
Total: Town Accountant Costs $ 225,285 $ 230,739 $ 212,961 $ 212,961 $ (17,778) -7.7'x/0
Town Accountant Personnel Listing
FY14 FYI FY16
STAFF STAFF STAFF VARIANCE
Department Title POS POS. POS. ++)
Accounting Town Accountant/Finance Director 1 1 1 0
Assistant Town Accountant 1 1 1 0
Payroll Coordinator 0.6 0.6 0.6 0
Accounts Payable Clerk 1 1 0.4 -0.6
Part Time Clerk 0.4 0.4 0 -0.4
Total 4.0 4.0 3.0 -1.0
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ASSESSOR'S OFFICE
MISSION STATEMENT
The Assessor's Office is responsible for valuing all taxable and exempt property, generating the Real
and Personal Property Tax Roll and administering the Motor Vehicle Excise Tax. In FY 2015, North
Andover had 10,066 taxable real estate parcels and 912 taxable personal property accounts for a total
taxable value of $4,294,276,090. The FY 2015 Real and Personal Property Taxes totaled
$65,031,996.86. Calendar 2014 Motor Vehicle Excise taxes were $4,362,822.78.
The combined total, $70,394,819.64 is 72.07 % of the Town's Estimated FY 2015 Revenue.
The Assessor's Office processes all statutory and CPA exemptions, Chapter Land Classification
Applications, and Application for Abatement. The 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 analyzes 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. Fiscal 2016 is a triennial revaluation year.
SIGNIFICANT CHANGES
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. The Office is using Statistics programs like SPSS and NCSS more as well as
constructing more complicated analytical spreadsheets.
The CSC is installing a new cloud-based version of the CAMA Software. This past year I served on a
CSC committee which redesigned the record structure and property record cards for condominium
records on the CAMA system. The redesigned software has been implemented and data from our
recollection program is being entered into the new records.
The DOR has mandated that all residential condominiums are to be physically inspected and all
detached and/or Townhouse Style condominiums are to be sketched and put on the CAMA system. In
order to comply with this mandate, the Assessor's Office began the recollection of the interior and
exterior data for all residential condominiums. There are currently 2,059 residential condominium
units for Fiscal 2015.
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PRIOR YEAR ACCOMPLISHMENTS
• The Assessor's Office began the recollection of the interior and exterior data for all residential
condominiums. To date, approximately 80 % of the condominium data has been recollected.
• The Assessor's Office produced $793,341 in tax levy New Growth. The FY15 Budget estimate
was $600,000. In addition to the New Growth, $46,386 was produced in Supplemental Real
Estate Tax (Hopkinton)
• The Assessor's Office processed all 117 FY14 abatement applications before the May 1, 2014
deadline. The pending Appellate Tax Board Real Estate Cases were settled. The FY15 Interim
Year Valuation Update and Tax Rate submissions to the DOR were completed in a timely
manner. The office began analyzing 2014 sales for the FY 2016 Triennial Revaluation in May of
2014.
FY16 GOALS
• Complete a Triennial Reassessment of all Real and Personal Property for FY 2016 with
submission of the documentation to the Department of Revenue in September of 2015.
• Continue the inspection and data recollection of small multi-family properties for cyclical
inspection mandate, begun in March 2014, and continue until the spring of 2016.
• Perform all the annual work required following the tax cycle. For examples prepare tax rolls,
name changes, update maps, check building permits etc. on or before December 1, 2015.
• To continue formal educational training for staff as classes become available.
• Begin researching alternative to current mass appraisal system, for implementation in 2017.
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Assessors Budget
2016 !014
2414 2015 Dept; Town Mgr Dollar Perceni
Expense Lthe Item ACTUAL , BUD6ET Requested 'Recorhm'd -Change Change
Salaries, Full-Time $ 197,513 $ 198,658 $ 202,915 $ 202,915 $ 4,257 2.1%
Wages, Part-Time $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ - 0.0%
Longevity $ 2,775 $ 2,775 $ 2,775 $ 2,775 $ 0.0%
Salary Reserve $ - $ - $ - $ - $
Total: Personnel Costs $ ! 210,288 $ 211,433 $ ? 216,690 215,990 $ ! 4,257 2.0%
Expenses
Repairs&Maintenance $ 7,228 $ 7,300 $ 7,300 $ 7,300 $ - 0.0%
Outside Professional Services $ 63,400 $ 65,000 $ 68,500 $ 68,500 $ 3,500 5.4%
Advertising $ 150 $ 500 $ 500 $ 500 $ - 0.0%
Conferences In State $ 215 $ 1,000 $ 1,000 $ 1,000 $ 0.0%
Training &Education $ 1,655 $ 3,500 $ 3,500 $ 3,500 $ 0.0%
Telephone $ 570 $ 1,000 $ 600 $ 600 $ (400) -40.0%
Postage Services $ 2,992 $ 4,000 $ 3,000 $ 3,000 $ (1,000) -25.0%
Binding $ - $ 1,000 $ 1,000 $ 1,000 $ 0.0%
Plans&Mapping $ 6,500 $ 6,500 $ 6,500 $ 6,500 $ 0.0%
Office Supplies $ 8,009 $ 3,000 $ 3,000 $ 3,000 $ 0.0%
Printing &Forms $ 339 $ 800 $ 800 $ 800 $ 0.0%
Vehicle Fuel $ 237 $ 450 $ 550 $ 550 $ 100 22.2%
Uniforms&Clothing $ 125 $ 150 $ 175 $ 175 $ 25 16.7%
Auto Mileage $ 382 $ 600 $ 600 $ 600 $ - 0.0%
Dues/Memberships&Subscriptions $ 5,711 $ 4,950 $ 4,900 $ 4,900 $ (50) -1.0%
Other Charges&Expenses $ 71 $ 1,925 $ 500 $ 500 $ (1,425) -74.0%
Capital Outlay $ - $ - $ - $ - $ -
Total: Expense Casts $ 97,585 $ 101,675 $ 102,426 '$ 102,425 $ 750 (f'N
Total: Assessing'Off oe $ 307,872 `$ 313,148 $ 318,115 '$ 318015 $ 5,007 1.0%
Assessors Personnel Listing
FY14 FYI FY16
STAFF STAFF STAFF VARIANCE
Department Title POS. POS. POS. ++)
Assessor Assessors 1 1 1 0
Assistant Assessor 2 2 2 0
Department Assiatan 0.75 0.75 0.75 0
Total 3.75 3.75 3.75 0
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TREASURER/COLLECTOR
MISSION STATEMENT
The mission of the North Andover Treasurer/Collectors office is to bill, collect, invest, borrow,
safeguard and disburse monies in an accurate and professional manner.
SIGNIFICANT CHANGES
There were no significant changes to the Treasurer/Collectors office this fiscal year.
PRIOR YEAR ACCOMPLISHMENTS
• Increased the departments offering on-line bill paying.
• Treasurer/Collector received Massachusetts Collector certification.
• Increased tax title collection.
• Cleaned up some old agency funds (closed over 100K to general fund). Implemented quarterly
reconciliation of agency fund.
• Cleaned up old problem real estate accounts (rebilled, re-advertised, etc.)
• Renegotiated banking balances to offset fees.
• Implemented new cash management software system with go live date of July 1, 2015
FY16 GOALS
• Write off/abate old receivables with the assistance of the Assessor's office no later than
December 31, 2015.
• Implement new tax billing software to be integrated with new general ledger software no later
than June 30, 2016.
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Treasurer Collector Budget
2018 201#
2014 2015 Dept Town Mgr Dollar Percent
Expense Lino Item ACTUAL BUDGET Request RecmrWd, Change'', Change
Personnel
Salaries, Full-Time $ 182,528 $ 184,870 $ 188,719 $ 188,719 $ 3,849 2.1%
Wages, Part-Time $ 166 $ - $ - $ - $ -
Overtime $ - $ - $ - $ - $
Longevity $ 3,100 $ 3,200 $ 3,200 $ 3,200 $ 0.0%
Salary Reserve $ - $ - $ - $ - $
Total: Personnel Costs 185,794 188,070 $ 191,919, 5, 151,919, 3,849, 2.46/0
Expenses
Repairs&Maintenance $ - $ 240 $ 240 $ 240 $ - 0.0%
Outside Professional Services $ 12,133 $ 9,600 $ 9,700 $ 9,700 $ 100 1.0%
Data Processing $ 17,730 $ 9,000 $ 14,000 $ 14,000 $ 5,000 55.6%
Tax Title/Foreclosure $ 14,312 $ 20,000 $ 20,000 $ 20,000 $ - 0.0%
Training &Education $ 485 $ 4,600 $ 5,000 $ 5,000 $ 400 8.7%
Postage Services $ 46,537 $ 60,000 $ 60,000 $ 60,000 $ - 0.0%
Office Supplies $ 4,842 $ 5,000 $ 5,000 $ 5,000 $ 0.0%
Printing &Forms $ 17,095 $ 13,000 $ 13,000 $ 13,000 $ 0.0%
Uniforms&Clothing $ 375 $ 375 $ 375 $ 375 $ 0.0%
Auto Mileage $ 258 $ 200 $ 200 $ 200 $ 0.0%
Dues/Memberships&Subscriptions $ 357 $ 400 $ 400 $ 400 $ 0.0%
Other Charges&Expenses $ 115 $ 200 $ 200 $ 200 $ 0.0%
Total; Expense Costs 114,239 $ 122,615 $ 128,115 $ 128,115 $ 5,504 4.5'x/0',
Total: Treasury Costs $ 300,03$, 310,685 $ 324,034 $; 320,434 $ 9,349, I %'
Treasurer Collector Personnel Listing
FYI FYI FY16
STAFF STAFF STAFF VARIANCE
Department Title POS. POS. POS. ++)
Treasurer Treasurer Collector 1 1 1 0
Department Assistan 2 2 2 0
Principal Assistant 1 1 1 0
Total 4 4 4 0
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TOWN CLERK
MISSION STATEMENT
The Town Clerk's Office is dedicated to providing efficient, competent, and courteous service to our
customers. The Office is 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. The Town Clerk's Office
operates in a professional and automated environment and always seeks 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. Mandates continue as Ethics Monitoring, Open Meeting Law, and Campaign
Finance Reporting expand and require extensive resources. 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 the office evolves into an all-electronic era. Election law changes and mandates require
constant updates and training as there will be at least two elections in calendar year 2015-2016. The
Presidential Primary is tentatively scheduled for March 1, 2016 and the Annual Town Election for
March 29, 2016. Early voting and possible new voting machines will change what we must adapt to.
Already enacted legislation will impact no-excuse absentee voting, early voting, and amended voter
registration regulations. The office continues being a passport agency because of extraordinary efforts
by staff to provide a high level of service to the Town's residents. Record retention and preservation
remain a large challenge with limited staff resources and expanding demand. It will be a challenge to
maintain personal contact with citizens in the era of instant technology.
PRIOR YEAR ACCOMPLISHMENTS
• It was an extraordinary year with the 2014 Annual Town Election in March, a State Primary
Election in September, 2014 Primary Election and State Election in November 2014 with over
12,000 voters voting. One night Annual Town Meeting on May 19, 2014 with all voted articles
approved by the Attorney General.
• The cooperation of the School, Police, Fire and Emergency Management Departments made the
election process safe and in strict accordance with all mandates and regulations.
• 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 is offered to residents and others
due to the dedicated efforts of Suzanne Pelich and Patricia Sifferlen. Complex passports are
processed because of a diverse population and reputation for accuracy and assistance.
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• Staff is always looking for better ways to process dog licenses and business certificates.
• License renewals, under the auspices of the Licensing Commissioners, were all processed and
completed. Assistant Town Clerk Karen Fitzgibbons has worked well with existing and new
license holders to maintain a very positive business climate. New businesses are important to the
Town's economic future and the office is so committed to making their experience pleasant and
efficient. Improvements are implemented every year to make the issuance and renewals more
user-friendly to business owners. The Alcoholic Beverages Control Commission is in the process
of implementing on-line applications and renewals.
• Prepared filings and assured that all candidates were in full compliance with Office of Campaign
and Political Finance Requirements. This is a constant challenge as new legislation is in place.
• Continued the complicated Open Meeting Law and Ethics requirements with tracking and
postings implemented. There are over 2,500 potential required employees, Board and Committee
members and vendors to monitor.
• Continued to automate Dog Licenses (producing over $45,000 in revenue). The safety of the
public is protected because of diligent attention to monitoring rabies vaccination and owner
compliance. The office has established automated renewals working with vendors to streamline
the process.
• Business Certificates for compliance and optimum revenue were coordinated with the Inspector
of Buildings 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.
• The office continued to maintain a high level of customer service with existing staff and financial
resources as demands increase. The Town Clerk's staff is committed to our residents.
FY16 GOALS
• Work with IT to make more forms and processes available on Town's web site by December 1,
2015.
• Improve Ethics distribution, compliance of on-line training, monitoring of test compliance, and
assure all Boards and Committees are up to date by November 1, 2015.
• Improve voter registration and census process in preparation for 2016 Presidential Primary in
March 2016.
• Continue to work with School Department monitoring of Kindergarten Registration. This is a
time commitment but does allow updating of voter registration and census updates on a timely
basis.
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• Continue to assist with town-wide implementation of Laserfiche and expand departmental use,
necessary to be in compliance with Open Meeting Law requirements for posting and retention of
meeting documents by June 30, 2016.
• The State project to bring all death records on-line with Funeral Directors and medical personnel
which began in 2014 will continue to assure all certificates are in the Vitals system and totally
automated. The office has successfully implemented the Birth Certificate system through the
State Registry for all new birth certificates. The new system has been a daily struggle as it is very
flawed and requires perseverance and patience. Completion date, dependent on State
implementation, is anticipated by November 2015. The system is up and running in January 2015
and will see updates and changes.
• Bring all elected officials into compliance with Campaign Finance Reports for year-end filings by
January 2016 to assure January 20, 2016 filing deadline.
• I would recommend quarterly meetings with other departments to communicate and resolve
issues. Interdepartmental Communication could be a path to more efficient service and eliminate
duplication and seek better methods.
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Town Clerk Budget
2016 20%
2014 1015 Dept Town Mor Dollar Percent
Expense tine Iteni: � ACTUAL BUDdET Requested � Recinni'd, � � Change -Change,
Personnel
Salaries, Full-Time $ 190,453 $ 192,707 $ 198,079 $ 198,079 $ 5,372 2.8%
Wages, Part-Time $ 2,160 $ 2,160 $ 2,160 $ 2,160 $ - 0.0%
Overtime $ - $ - $ - $ - $
Longevity $ 2,375 $ 2,900 $ 2,900 $ 2,900 $ 0.0%
Salary Reserve $ - $ - $ - $ - $
Total: Personnel Casts $ 194,989 $ 197,767 $ 243,139 $ 203,139 5,372 2.7°la'
Expenses
Repairs&Maintenance $ 2,055 $ 4,000 $ 4,500 $ 4,000 $ 0.0%
Equipment Rental/Lease $ 6,325 $ 8,000 $ 9,700 $ 8,000 $ 0.0%
Outside Professional Services $ 195 $ 1,000 $ 650 $ 650 $ (350) -35.0%
Training&Educaton $ 1,159 $ 2,000 $ 1,650 $ 1,650 $ (350) -17.5%
Postage Services $ 6,141 $ 13,500 $ 10,200 $ 10,200 $ (3,300) -24.4%
Binding $ 815 $ 1,500 $ 1,500 $ 1,500 $ 0.0%
Election Expenses $ 3,802 $ 6,500 $ 4,000 $ 6,500 $ 0.0%
Town Meeting Expenses $ 8,232 $ 7,000 $ 7,000 $ 7,000 $ 0.0%
Election&Meeting Workers $ 15,731 $ 75,000 $ 38,000 $ 33,000 $ (42,000) -56.0%
Outside Detail $ 2,893 $ 15,000 $ 15,000 $ 6,000 $ (9,000) -60.0%
Office Supplies $ 5,862 $ 6,000 $ 6,000 $ 6,000 $ - 0.0%
Printing&Forms $ 3,158 $ 6,500 $ 7,000 $ 7,000 $ 500 7.7%
Annual Reports $ 9,928 $ 8,000 $ 10,000 $ 10,000 $ 2,000 25.0%
Uniforms&Clothing $ 250 $ 350 $ 350 $ 350 $ - 0.0%
Auto Mileage $ 300 $ 850 $ 850 $ 850 $ - 0.0%
Dues/Memberships&Subscriptions $ 435 $ 800 $ 500 $ 500 $ (300) -37.5%
Total Expense Costs 67,281, $ 166"0001 $ 1161,904 $ 143,240 $ (42,800)', -33.8%
Total: Town Clerk Costs $ 262,269 $ 353,767 $ 320,039 $ 306;339 $ (47,428) -13.4%
Town Clerk Personnel Listing
FY14 FYI FY16
STAFF STAFF STAFF VARIANCE
Department Title POS. POS. POS. ++)
Town Clerk Town Clerk 1 1 1 0
Assistant Town Clerk 1 1 1 0
Department Assitant 2 2 2 0
Total 4 4 4 0
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CONSER VATION DEPARTMENT
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 and manage
conservation land, launch environmental education programs and provide leadership and advice on
the protection of natural resources in the community.
SIGNIFICANT CHANGES
There are no significant changes to the Conservation Department this fiscal year. A slight increase in
Stormwater Permitting is requested as the new EPA MS4 permit is expected to be issued in FYI 6. An
additional amount is requested in outside professional services to finalize changes to the stormwater
section of the wetland bylaw regulations (previously funded by planning).
PRIOR YEAR ACCOMPLISHMENTS
• The Conservation Department continued work on the Open Space Plan update with the assistance
of Brown Walker Planners of Newburyport. The plan is taking longer than expected due to
extensive research being done to verify that the list of town owned parcels, conservation
restrictions, easements, Chapter 61 lands, PRD protected lands, and other relevant parcels is
accurate and up to date. A draft plan was reviewed and stakeholders provided comments. Once
mapping by MVPC is complete the plan will be ready for submission to the EOEEA for review.
• The Conservation Department processed twenty-nine (29) Notices of Intent, twenty two (22)
Requests for Determinations, twelve (12) Small Projects, five (5) Abbreviated Notices of
Resource Area Delineation, sixty seven (67) Certificates of Compliance, one extension and seven
(7) amendments/modifications for a total of 143 Permits, 39 more permits than were processed in
2013. In addition, numerous Emergency Certifications and Enforcement Orders were issued.
• The Conservation Department received a Community Forest Stewardship Implementation Grant
in the amount of $11,790 to conduct forest stewardship activities at Osgood Hill. Activities
include invasive species removal, marking of and education about"legacy trees" on the property,
marking and selective harvesting within a demonstration timber stand improvement area and
associated outreach and education. All work associated with the grant must be completed by June
30, 2015.
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• Significant Projects included: completion of permitting for the Riding Academy 40B with
Conservation Restriction; ongoing construction of the Regency Place and Stanton Woods
subdivisions; ongoing construction of 40B developments at Merrimack Condominiums and the
near completion of construction of the Meadows (Oakridge Village/Maplewood Reserves);
permitting for new digester containment at GLSD; completion of construction of Pentucket Bank
in the Butcher Boy Plaza; new single family homes constructed on Great Pond Road; various
town sewer and roadway projects; installation of a new parking lot and stormwater improvements
at the North Andover Country Club; foundation restoration at the Parson Barnard Barn and
construction of additional parking; installation of a dry hydrant at Windrush Farm; Eagle Scout
projects approved including boardwalks at Weir Hill, Rolling Ridge, and Granville Lane as well
as wood duck box installation at a private property on Foster Street; ongoing drainage work at
Royal Crest.
• NPDES Public Education: installed dog waste station at various open space properties in
coordination with DPW; marked catch basins at the High School with the High School
Environmental Club.
• Open Space efforts included: volunteer event to remove invasive species at Osgood Hill; forest
stewardship walk at Osgood Hill; trail marking at Windrush Farm; trail maintenance at Foster
Farm, Bruin Hill, Mazurenko Farm and the Shawsheen River Trail by Friends of North Andover
Trails (FONAT); conservation monitoring at Town Farm.
FY16 GOALS
• Work with Windrush Farm and FONAT to provide new/improved trail access and connections to
adjacent open space properties by June of 2016.
• Continue public education for NPDES MS4 permitting requirements and tracking of ongoing
projects (year-round through May of 2016).
• Post winter, evaluate catch basin marking at high school and continue marking basins at middle
and elementary schools by December 2015 with possible additional marking in Spring of 2016.
• Provide more activities (scavenger hunt, educational walks/hikes) at open space properties to
encourage use (year round).
• Pursue grant funding to provide new Forest Management Plan for Windrush Farm by December
2015.
• Continue implementation of Forest Management Plan for Osgood Hill (currently underway and
ongoing as funding allows).
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• Using guidance and inventory in newly updated Open Space Plan, design monitoring program for
Conservation Restrictions in accordance with the Massachusetts Conservation Restriction
Stewardship Manual (March 2016).
• Assist FONAT in producing/printing a North Andover Trails Guide by December 2015,
dependent on FONAT preparation of maps and materials.
• Prepare for and facilitate the transition to Munis permitting software, leveraging the software to
expedite permit awards,provide more transparency to the permitting process, and improve
customer access to previously awarded permits. Software development efforts to begin February
2015 with and expected implementation date of November 2015.
• MA Record Retention Policy
• Complete and submit required state Record Retention forms and purge approved
documents by October 1, 2015.
• Begin electronic data storage of all new property records July 1, 2015 (subject to
required license and equipment).
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Conservation Budget
2416 101"6"
2014 2015 Dept Town Mgr Dollar Percent J
Expense Line Item ACtUAL F UDbET Requested Recmm'd, Change Change
Persoonnei,
Salaries, Full-Time $ 82,228 $ 104,419 $ 106,447 $ 106,447 2,028 1.9%
Wages, Part-Time $ - $ - $ - $ - -
Longevity $ 938 $ 1,350 $ 1,350 $ 1,350 0.0%
Salary Reserve $ - $ - $ - $ -
Total: Personnel Costs $ $3,165 $ 105i769 $ ; 1117,797 $ 1117x797 $2,428 1.9%,
Expenses
Advertising $ 119 $ 200 $ 200 $ 200 - 0.0%
Conferences and Meetings $ 716 $ 1,750 $ 1,950 $ 1,950 200 11.4%
Telephone $ 1,424 $ 1,650 $ 1,650 $ 1,650 - 0.0%
Postage Services $ 300 $ 400 $ 400 $ 400 - 0.0%
Storm Water Permitting $ 1,743 $ 1,500 $ 2,000 $ 2,000 500 33.3%
Office Supplies $ 86 $ 275 $ 300 $ 300 25 9.1%
Printing&Forms $ - $ 1,250 $ 1,250 $ 1,250 - 0.0%
Vehicle Fuel $ 603 $ 750 $ 750 $ 750 0.0%
Uniforms&Clothing $ 202 $ 400 $ 400 $ 400 0.0%
Publications&Maps $ - $ 150 $ 175 $ 175 25 16.7%
Auto Mileage $ 107 $ 650 $ 650 $ 650 - 0.0%
Dues/Memberships&Subscriptions $ 770 $ 1,000 $ 1,150 $ 1,150 150 15.0%
Total: Expense Casts 6;474 $ 9,975 $ 14,875 '$ 111,875 $944 9.40/0
Total.*Conservation Costs 86,236 $ 115,744 $_'� 118,672" $ 118,672" $2;928" 2.5%;,';
Conservation Personnel Listing
FY14 FYI FY16
STAFF STAFF STAFF VARIANCE
Department Title POS. POS. POS. ++)
General Fund
Conservation Conservation Administrator 1 1 1 0
Department Assistant 0_5 1 1 0
Total 1.5 2 2 0
Revolving Fund
Conservation Field Inspector 1 1 1 0
Total 1 1 1 0
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Community Development
MISSION STATEMENT
The Community and Economic 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
A significant change for the office was the departure of Curt Bellavance in December 2014 and the
hiring of Eric Kfoury as the new Director in January 2015.
This past year we continued to see an increase in construction activities throughout the town; building
upon the slow increase in land development activity over the prior three years by the real estate
market and development community. A lot of activity has occurred at the former Davis & Furber
West Mill, which RCG LLC purchased in early 2014. RCG is working to establish a master plan for
the property, as well as to attract new tenants to offset the loss of its largest tenant, Converse Inc.,
which is anticipated to move its headquarters to Boston in April 2015.
Merrimack College received approval to construct new student residences as part of its efforts to
attract more students and enhance its campus setting.
Lastly, the Osgood corridor continued to see activity with the construction and opening of a new
Dunkin Donuts restaurant, Pentucket Bank branch location at the Butcher Boy Plaza, and continued
development around smaller retail plazas.
PRIOR YEAR ACCOMPLISHMENTS
• ECONOMIC DEVELOPMENT: North Andover saw some expansion activity in the past
year. The following businesses either expanded or moved their business to North Andover:
• Amastan Holdings, research and development company, Commerce Way
• Pentucket Bank, office and branch location, Osgood corridor
• Acelleron, medical products and care, West Mill
• Strolid, automobile financial services, 1600 Osgood
• Panel Claw, expansion at 1600 Osgood
• ACT Theatre Company, 1600 Osgood
• ShredaBox, 1600 Osgood
• Dunkin Donuts, Osgood corridor
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• This office worked with the new owners of the West Mill property, RCG LLC, to assist in
their site planning for future development of the property. It worked with the Economic
Development Council and the Merchants Association to conduct the town's fifth"Restaurant
Week", which helped showcase the variety of restaurants that provide North Andover
residents a selection of culinary cuisines.
• The economic development website was updated and we assisted with the redesigned
Merrimack Valley Means Business website.
• SELF ASSESSMENT TOOL: The office worked with the Dukakis Center for Urban and
Regional Policy on developing a self-assessment of North Andover. The format includes over
250 questions that examine the community's strengths, weaknesses, opportunities and threats.
• MANAGEMENT: Filled vacant positions and modified the organizational structure within
the division. There are a total of 15 FTE, 6 PTE, 4 senior volunteers, 3 interns, 4 special
employees and approximately 6 different consultants serving the division.
• 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 Merrimack Valley Regional Transit Authority (MVRTA)Advisory
Board.
Lastly, we assist the regional planning agency, Merrimack Valley Planning Commission, on a
variety of projects and plans.
FY16 GOALS
As it stands now, the goals of the Community and Economic Development office are primarily on-
going in nature. In other words, many efforts will pick-up from prior fiscal year(s) and continue
throughout FYI 6. For instance, the office will continue to:
• promote business retention and expansion by supporting and assisting new business start-ups
and seeking plans and programs for better recruitment of new enterprises to North Andover;
• promote cultural and quality of life activities that will have a synergetic effect on both
community and economic development issues;
• seek ways to encourage a diversity of retail and commercial development within North
Andover's business districts;
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• advance the diversity of housing throughout the community by facilitating the permitting
process for development projects throughout 2015-2016; and
• promote additional regional collaboration among departments and regional organizations.
With the hiring of anew Director in January 2015, the objective is to have a set of specific priorities
and goals —with associated tasks and achievable timeframes for implementation - set and ready by
July 2015. Among those to be in place are a definitive set of priority tasks and action items to:
• establish a clear vision for the redevelopment of the Route 125 Corridor- taken from the
recommendations of the UMASS Amherst - Center for Economic Development's Oxford
Corridor Redevelopment Plan;
• put in place the self-assessment tool established for the Town through the Dukakis Center for
Urban and Regional Policy report;
• enhance the downtown business, institutional (government) and retail sectors and,
additionally, identify opportunities to establish it as an entertainment and cultural district;
• establish a formal partnership plan with the Lawrence Municipal Airport leadership to
leverage economic development both on and off airport property; and
• a set of recommendations to increase and enhance the utilization of the Stevens Estate as both
an economic driver and a community asset to serve Town residents.
Finally, Community and Economic Development is the division manager for Building, Planning,
Conservation, Health, Zoning and Stevens Estate departments. In order to expedite permit awards,
provide more transparency to the permitting process, and improve customer access to previously
awarded permits, this office will oversee and facilitate the transition to Munis permitting software.
Software development efforts will begin February 2015 and carry over into FY16 with an expected
implementation date of November 2015. Also part of this effort is to identify a record retention plan
for all departments that is in compliance with Massachusetts Record Retention Policy. Specific tasks
include:
• Complete and submit required state Record Retention forms and begin purging of approved
documents by October 1, 2015.
• Begin electronic data storage of all new property records July 1, 2015 (subject to required
license and equipment).
- 140-
Community Development Budget
2016 2016
2014 2015 11 1 Not town Mgr 'Dollar Percent
Expense Line Item ACTUAL � BUDGET itegaested � RecnirWd � � Change; Change
Personnel
Salaries, Full-Time $ 144,469 $ 144,469 $ 195,691 $ 195,691 $ 51,222 35.5%
Longevity $ 1,650 $ 1,650 $ 1,650 $ 1,650 $ - 0.0%
Salary Reserve $ - $ - $ - $ - $ -
Total: Personnel Costs, $ 146,119, $ 146,119, 197,341 $ 197,341 $ 51,222; 35.1/0!
Expenses !
Utilities $ 20,760 $ 22,000 $ 18,545 $ 18,545 $ (3,455) -15.7%
Repairs&Maintenance $ 841 $ 1,500 $ 1,500 $ 1,500 $ - 0.0%
Equipment Rental/Lease $ 4,807 $ 5,895 $ 5,895 $ 5,895 $ - 0.0%
Outside Professional Services $ 15,874 $ 32,500 $ 30,500 $ 20,500 $ (12,000) -36.9%
Advertising $ 960 $ 1,000 $ 1,000 $ 1,000 $ - 0.0%
Conferences and Meetings $ 1,411 $ 1,750 $ 1,750 $ 1,750 $ - 0.0%
Training&Education $ 382 $ 500 $ 500 $ 500 $ - 0.0%
Telephone $ 892 $ 900 $ 900 $ 900 $ - 0.0%
Postage Services $ 710 $ 650 $ 650 $ 650 $ - 0.0%
Office Supplies $ 5,249 $ 5,500 $ 5,500 $ 5,500 $ - 0.0%
Printing&Forms $ - $ 200 $ 200 $ 200 $ - 0.0%
Auto Mileage $ 1,284 $ 1,300 $ 2,300 $ 2,300 $ 1,000 76.9%
Dues/Memberships&Subscriptions $ 908 $ 1,250 $ 2,050 $ 2,050 $ 800 64.0%
Other Charges&Expenses $ 692 $ 2,000 $ 2,000 $ 2,000 $ - 0.0%
Lease of Offices/Buildings $ - $ - $ 16,875 $ 16,875 $ 16,875
Total: Expense Costs 54,759, $ 76,94$ $ 90,165 $ ; 80,165 $ 3,224 4.2%
Total: Co nrnunity Develop.Costs, $ 200,888 $ 223,064 $ 287,606, $ 277,606, $ 54,442 24.4%
Community Development Personnel Listing
FY14 FYI FY16
STAFF STAFF STAFF VARIANCE
Department Title POS. POS. POS. ++)
Community Developmen Director 1 1 1 0
Assistant Director 0 0 1 1
Adminisrative Assistant 1 1 1 0
Total 2 2 3 1
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PLANNING
MISSION STATEMENT
The Planning Department of the Community and Economic 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 Permits as required by the
Zoning Bylaw.
SIGNIFICANT CHANGES
Peter Boynton joined the Planning Board in 2014 as an associate member. The Planning Board is
fully staffed with five full-time members and one associate member.
Matthew Egge began serving as the Town Planner in August 2014, only to depart in January 2015.
Also in August 2014 the Planning Assistant was promoted to Assistant Director of Community and
Economic Development. A new Department Assistant, Virginia Wolstromer, was hired in January
2015.
PRIOR YEAR ACCOMPLISHMENTS
To date, for FYI 5, the Planning Board issued the following decisions:
• Site Plan Review Special Permits 5
• Watershed Special Permit 4
• Preliminary Subdivision 1
• Definitive Subdivision 2
• Downtown Overlay Special Permit 1
• Approval Not Required (ANR) 2
The Planning Department has served to assist the North Andover Affordable Housing Trust,
advancing the Trust's outreach agenda through creation of a town website, adoption of a mission
- 142-
statement, and development of a letter and Notice of Funding Availability to be distributed among
developers of affordable housing.
The Planning Department has worked with the Town Manager's Office and Administrative Offices of
the Merrimack Valley Regional Transportation Authority (MVRTA) to coordinate Commuter Bus
service between North Andover and downtown Boston.
The Planning Department has been aided by the assistance of David Chen, who is working with the
Community Development Offices through a fellowship administered by Merrimack College. David
has provided valuable assistance identifying opportunities for the Affordable Housing Trust,
gathering community feedback for the Commuter Bus Survey, and providing general community
outreach expertise. The fellowship is expected to end in May 2015.
Long term department projects include:
• Ongoing coordination with the Merrimack Valley Regional Planning Agency.
• Creation of a Multi-Use Path to provide a recreational facility for walker and bicyclists
throughout the town.
• On-going maintenance and updating of the Planning Department's Procedure Manual.
• Identification, execution, and completion of a successful affordable housing project
leveraging funding provided through the Affordable Housing Trust.
FY16 GOALS
The Planning Department goals for FY16 include the following medium and long-term planning
projects:
• Prepare for and facilitate the relocation of the Community and Economic Development
Offices to the new location on Main Street by fall 2016.
• Prepare for and facilitate the transition to Munis permitting software, leveraging the software
to expedite permit awards, provide more transparency to the permitting process, and improve
customer access to previously awarded permits. Software development efforts to begin
February 2015 with and expected implementation date of November 2015.
• MA Record Retention Policy:
• Complete and submit required state Record Retention forms and purge approved
documents by October 1, 2015.
• Begin electronic data storage of all new property records July 1, 2015 (subject to
required license and equipment).
• Preliminary efforts for a Multi-Use Path to be conducted by August 2015.
• Update Subdivision Regulations and Watershed Special Permit 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. The review of the required
- 143-
changes will occur September 2015 — December 2015 followed by a presentation to the
Planning Board in January 2016.
• Work with the Affordable Housing Trust to implement plans to provide housing for "special
needs" populations, including veterans, the disabled and the elderly. The Trust is exploring
collaborations with local service providers to provide housing for these populations. This is an
on-going effort.
Planning Budget
2616 701
2014 2015 Dept Town Mgr Dollar. Perdent
Expense Line Item ACTUAL BUDGET Requested Recrnm'd Change Change
Personnel
Salaries, Full-Time $ 97,187 $ 103,363 $ 92,250 $ 92,250 $ (11,113) -10.8%
Salaries-Part Time $ 372 $ - $ - $ - $ -
Overtime $ - $ - $ - $ - $ -
Longevity $ 525 $ 525 $ - $ - $ (525) -100.0%
Salary Reserve $ - $ - $ - $ - $ -
Total: Personnel Costs $ 98,094' $ 103,808 $ 92,250 $ 92,2154 $(11',638)' -111.29/6
Expenses
Outside Professional Services $ 5,235 $ 5,600 $ 4,000 $ 4,000 $ (1,600) -28.6%
Advertising $ 619 $ 2,000 $ 2,000 $ 2,000 $ - 0.0%
Conferences and Meetings $ 430 $ 750 $ 750 $ 750 $ - 0.0%
Training&Education $ 75 $ 400 $ 400 $ 400 $ - 0.0%
Telephone $ 690 $ 800 $ 700 $ 700 $ (100) -12.5%
Postage Services $ 500 $ 600 $ 600 $ 600 $ - 0.0%
Storm Water Permitting Mandate $ 1,000 $ 1,000 $ 1,000 $ 1,000 $ - 0.0%
Office Supplies $ 393 $ 875 $ 500 $ 500 $ (375) -42.9%
Printing&Forms $ 674 $ 500 $ 500 $ 500 $ - 0.0%
Uniforms&Clothing $ 125 $ 125 $ 175 $ 175 $ 50 40.0%
Publications&Maps $ 185 $ 1,000 $ 1,000 $ 1,000 $ - 0.0%
Auto Mileage $ 426 $ 600 $ 600 $ 600 $ - 0.0%
Dues/Memberships&Subscriptions $ 490 $ 635 $ 600 $ 600 $ (35) -5.5%
Other Charges&Expenses $ - $ - $ - $ - $ -
Total: Expense Costs $'' 10,£141 $ 14,865 $ 12,825 $ 12,925 $ (2,060) -13.8%
Total: Planning Cost $ 109,925 $ 17$,773 $ 106,075 $; 106,075 $ (13,698)' -11,5%
Planning Personnel Listing
FY14 FYI FY16
STAFF STAFF STAFF VARIANCE
Department Title POS. POS. POS. +/(-)
Planning Town Planner 1 1 1 0
Department Assistant 1 1 1 0
Total 2 2 2 0
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BOARD OF APPEALS
MISSION STATEMENT
The Board of Appeals is authorized to hear appeals from and review any order or decision made by
the Zoning Enforcement Officer with respect to the Town's Zoning Regulations. The Board is
authorized to grant either a use variance, which allows the applicant to use the land for a purpose not
otherwise allowed or prohibited by the regulations, or to grant an area variance, which allows the
applicant to vary the dimensional or physical requirements of the applicable zoning regulation (i.e.
setback distance).
SIGNIFICANT CHANGES
There were no significant changes in the Board of Appeals department in the past year.
PRIOR YEAR ACCOMPLISHMENTS
• This past year the Board granted a comprehensive permit for the Riding Academy Preserve, an
affordable housing project consisting of 196 units.
• The Board of Appeals department has managed the application process with improved customer
service by guiding the applicant through the process and keeping an ongoing line of
communication with the applicants, staff and Board Members.
FY16 GOALS
• Prepare for and facilitate the transition to Munis permitting software, leveraging the software to
expedite permit awards,provide more transparency to the permitting process, and improve
customer access to previously awarded permits. Software development efforts to begin February
2015 with and expected implementation date of November 2015.
• MA Record Retention Policy:
• Complete and submit required state Record Retention forms and purge approved
documents by October 1, 2015.
• Begin electronic data storage of all new property records July 1, 2015 (subject to
required license and equipment).
145-
Board of Appeals
2016 2016
2D14 2015 Dept Town Mgr Dollar Percent
Expense Line Item �ACTUAL � BUDGET Request Reamm'd' Change � � Change
Personnel
Salaries Full-Time $ 35,791 $ 37,112 $ 20,680 $ 20,680 $ (16,432) -44.3%
Longevity $ - $ 525 $ 525 $ 525 $ - 0.0%
Salary Reserve $ - $ - $ - $ - $ -
Total: Personnel Costs 35,769 $` 37,637 $` 11,205 $` 21,205 ` 06,432) 43.7%
Expenses
Advertising $ - $ 150 $ 150 $ 150 $ - 0.0%
Training & Education $ 65 $ 200 $ 200 $ 200 $ - 0.0%
Postage Services $ 898 $ 800 $ 800 $ 800 $ - 0.0%
Office Supplies $ 95 $ 100 $ 100 $ 100 $ - 0.0%
Printing & Forms $ - $ - $ - $ - $ -
Uniforms&Clothing $ 125 $ 125 $ 175 $ 175 $ 50 40.0%
Auto Mileage $ 17 $ 50 $ 50 $ 50 $ - 0.0%
Total: Expense Costs $' 1,200 $' 1,425 $' 1,475 $' 1,475 66 3.5%',
Total:Beard of Appeals Costs $ 36,991 $ 36,062; $ 22,660 $ 22,686 $ 06,382) 41.9"6/0
Board of Appeals Personnel Listing
FY14 FY15 FY16
STAFF STAFF STAFF VARIANCE
Department Title POS. POS. POS.
Board of Appeals Department Assistant 1 1 0.5 -0.5
Total 1 1 0.5 -0.5
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POLICE DEPARTMENT
MISSION STATEMENT
The North Andover Police Department is committed to providing the highest level of public safety
and service to the citizens and business people within the community. The members of the
Department are empowered to enforce the laws of the Commonwealth of Massachusetts and the By-
laws of the Town of North Andover to ensure that the peace and tranquility of our neighborhoods are
maintained and that crime and the fear of crime are reduced. We emphasize integrity, honesty,
impartiality and professionalism from our members in order to create an environment that values
differences and fosters fairness and flexibility in our mission. We encourage citizen input and
interaction that will assist us in developing sound partnerships between the community and the
police. Working together we can protect our future and enhance the quality of life for everyone
within the town.
SIGNIFICANT CHANGES
The North Andover Police Department negotiated with the communications officers union to
implement part time communications officers that can work per diem. This is expected to eliminate
shifts running with 1 communications officer. In light of the ongoing substance abuse epidemic,
Officers have been trained in the identification of overdoses and administration of nasal naloxone
(Narcan). In reviewing the field training program, additional training hours for reserve officers are
being implemented to better prepare them for the duties and responsibilities of their position.
Pursuant to the new Town by-law, the new permitting process for licensing of liquor establishments
and solicitors has been implemented. We now conduct background checks on all of these applicants.
PRIOR YEAR ACCOMPLISHMENTS
• Active inter-departmental cross training with the police and fire department.
• Active Inter-departmental Cross-training with school administration
• Firefighter now a special police officer for Arson Investigations
• Four recruits enrolled in February 2015 Academy
• North Andover CAM now has an emergency operations center available inside the
community room
• Anti-Crime unit reinstated
• Multiphase cooperative technology phase with school department completed with live video
feed available
• Multiphase cooperative technology with Lawrence Municipal Airport installing cameras at
the airport for security purposes
FY16 GOALS
• To develop and maintain programs aimed at crime prevention and traffic management
through the use of directed patrols, selective enforcement, and utilization of the anti-crime
unit. Identified problems and problem areas of concern will be targeted.
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• To implement Phase 1 of the North Andover Public Safety Fiber network. This will begin to
phase out the antiquated copper line and replace with fiber optic communication abilities for
cruisers, fire apparatus, and 911 throughout town.
• To continue to find new and innovative ways to plan for and respond to calls for service
regarding the ongoing substance abuse epidemic including the use of Narcan
• To begin a three year plan to replace marked and unmarked police vehicles.
• Work with the newly established Merrimack Valley Police Recruit Academy, sponsored by
the Massachusetts Criminal Justice Training Council, to train new officers and maintain
preferred Full-Time staffing
• Increase the number of In-House certified instructors to assist with training and as an
available resource to train academy recruits and veteran officers
• To find new and innovative methods for handling residential and business complaints with the
changing laws regarding marijuana and the effect it has on the quality of life
• To continue to support the North Andover High School Student Police Academy
• Transfer Information Technology maintenance to Information Technology Budget
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Police Department Budget
2916 21116
291A 2918' Dept Town Mgt Dollar Percent
Expense Line Item ACTUAL BUDGET Request Itecmm`d Change Change
Salaries Full-Time $ 2,745,090 $ 2,939,006 $ 2,975,202 $ 2,975,202 $ 36,196 1.2%
Salaries,Dispatchers $ 310,429 $ 417,773 $ 409,821 $ 409,821 $ (7,953) -1.9%
School Crossing Guards $ 37,997 $ 38,896 $ 38,896 $ 38,896 $ - 0.0%
Reserve Police Officers $ 26,696 $ 25,000 $ 35,000 $ 35,000 $ 10,000 40.0%
Salaries,Part-Time $ 4,639 $ 2,500 $ 26,216 $ 26,216 $ 23,716 948.6%
K9 Care $ 1,616 $ 2,973 $ 2,035 $ 2,035 $ (938) -31.6%
Overtime $ 74,246 $ 83,889 $ 123,448 $ 123,448 $ 39,559 47.2%
Dispatcher Overtime $ 43,734 $ 77,280 $ 66,280 $ 66,280 $ (11,000) -14.2%
NEMLEC Overtime $ 1,655 $ 3,000 $ 1,450 $ 1,450 $ (1,550) -51.7%
Longevity $ 3,200 $ 4,825 $ 4,825 $ 4,825 $ - 0.0%
Holiday Pay $ 56,463 $ 70,772 $ 67,334 $ 67,334 $ (3,438) -4.9%
Other Pay $ - $ 42,950 $ 40,950 $ 40,950 $ (2,000) -4.7%
Shift Differential,Dispatchers $ 15,157 $ 20,504 $ 18,356 $ 18,356 $ (2,148) -10.5%
Sick Time Buy Back $ - $ 7,142 $ 8,332 $ 8,332 $ 1,190 16.7%
Vacation Time Buy Back $ - $ 1,046 $ 1,046 $ 1,046 $ (0) 0.0%
Holiday Overtime $ 42,835 $ 30,252 $ 42,774 $ 42,774 $ 12,522 41.4%
Personal Day Overtime $ 28,567 $ 19,402 $ 19,588 $ 19,588 $ 186 1.0%
Vacation Leave Overtime $ 103,312 $ 92,725 $ 91,582 $ 91,582 $ (1,143) -1.2%
Sick Leave Overtime $ 67,171 $ 59,041 $ 46,222 $ 46,222 $ (12,819) -21.7%
Injury Pay Overtime $ 4,942 $ 12,246 $ 11,193 $ 11,193 $ (1,053) -8.6%
Training/Conference Overtime $ 46,615 $ 60,560 $ 57,046 $ 57,046 $ (3,514) -5.8%
Court Overtime $ 22,120 $ 40,000 $ 40,000 $ 40,000 $ 0.0%
Announcement of Retirement $ - $ - $ - $ - $
Total: Personnel Costs $ 3,636,485 4j051,783 $ 4,127,596 $ 4;127,596, $ 78,813 1.9%
Electricity $ 55,000 $ 55,000 $ 55,000 $ 55,000 $ - 0.0%
Heating Fuel $ 18,377 $ 20,000 $ 20,235 $ 20,235 $ 235 1.2%
Software $ 37,141 $ 41,178 $ 42,262 $ 42,262 $ 1,084 2.6%
Water $ 3,913 $ 6,839 $ 6,839 $ 6,839 $ - 0.0%
Repairs&Maintenance $ 38,621 $ 33,204 $ 32,850 $ 32,850 $ (354) -1.1%
Radio repair&maintenance $ 23,262 $ 18,733 $ 18,733 $ 18,733 $ - 0.0%
Vehicle Maintenance $ 2,663 $ 3,700 $ 3,700 $ 3,700 $ - 0.0%
Equipment Rental/Lease $ 9,954 $ 14,354 $ 15,554 $ 15,554 $ 1,200 8.4%
Outside Professional Services $ 7,662 $ 9,000 $ 11,500 $ 11,500 $ 2,500 27.8%
Advertising $ 450 $ 500 $ 500 $ 500 $ - 0.0%
Special Assessment(NEMLEC) $ 4,825 $ 4,825 $ 4,825 $ 4,825 $ - 0.0%
Training&Education $ 26,755 $ 44,290 $ 49,140 $ 49,140 $ 4,850 11.0%
Telephone $ 28,527 $ 30,125 $ 30,525 $ 30,525 $ 400 1.3%
Postage Services $ 2,420 $ 2,600 $ 2,600 $ 2,600 $ - 0.0%
K-9 Expenses $ 2,162 $ 9,800 $ 4,200 $ 4,200 $ (5,600) -57.1%
Office Supplies $ 11,773 $ 15,684 $ 15,684 $ 15,684 $ - 0.0%
Materials&Supplies $ 948 $ 975 $ 25,283 $ 25,283 $ 24,308 2493.1%
Printing&Forms $ 3,223 $ 7,885 $ 2,237 $ 2,237 $ (5,648) -71.6%
Vehicle Fuel $ 104,483 $ 130,515 $ 130,000 $ 130,000 $ (515) -0.4%
Guns&Ammo $ 14,231 $ 49,791 $ 22,152 $ 22,152 $ (27,639) -55.5%
Uniforms&Clothing $ 59,064 $ 52,783 $ 69,064 $ 69,064 $ 16,281 30.8%
Dues/Memberships&Subscriptions $ 8,177 $ 9,919 $ 9,949 $ 9,949 $ 30 0.3%
Other Charges&Expenses $ 40,892 $ 20,338 $ 1,500 $ 1,500 $ (18,838) -92.6%
Animal Control $ 2,964 $ 4,830 $ 5,150 $ 5,150 $ 320 6.6%
Capital Purchases>$5,000 $ - $ - $ 45,000 $ 45,000 $ 45,000
Vehicles $ 95,909 $ 98,209 $ 101,673 $ 101,673 $ 3,464 3.5%
Total: Expense Costs $ 8413,398 $ 685,tf77! $ 726;155 $ 726,155 $ 41;978 6.9%
Total: Police Costs $ 4,239,883 $ 4;736,869 $ 4,853,751 $ 4;653;751 $ 116,891 2.6%
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Police Personnel Listing
FYI FYI FY16
STAFF STAFF STAFF VARIANCE
Department Title POS. POS. POS. +/(-)
Police Chief of Police 1 1 1 0
Lieutenant 2 2 2 0
Sergeants 8 8 8 0
Patrol Officers 29 29 29 0
Adminisrative Service Director 1 1 1 0
Community Service 1 1 1 0
Administrative Secretary 1 1 1 0
Department Assistant 1 1 1 0
Lead Dispatcher 1 1 1 0
Community Officers 8 8 8 0
Total 53 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
As a result of transfers and retirements, four new firefighters were hired this past Fiscal Year. In
addition, funding was secured for the new Fire Headquarters, for which a groundbreaking ceremony
was held on November 25, 2015
PRIOR YEAR ACCOMPLISHMENTS
• Purchased ten (10)new SCBA air bottles as part three of the three year plan.
• Purchased eight ( 8 )new SCBA Harnesses as part of a three year plan
• New SCBA Face pieces purchased bringing all firefighters compliant with the new NFPA
standards
• New Ambulance placed in service at Fire Headquarters
FY16 GOALS
• Second year of a three year plan to purchase new SCBA Harnesses. These eight (8) units will be
purchased as of July 1, 2015 and I expect delivery no later than 9/30/2015
• Fit test for all fire department personnel. This will be accomplished by December 31, 2015.
• Continuation of a protective gear replacement program with the purchase of nine (9) new sets of
gear. The nine(9)new sets will all be purchased no later than April 1, 2016
• Purchase twenty (20) new voice emitters which will be used with the new SCBA Face pieces.
These will be purchased by September 1, 2015
• Transition to the new Fire Headquarters. Expected occupancy to be November/December 2015.
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Fire Department Budget
2016, 2016
2014 2016 Dept Town Mgr Dollar Percent
Expense Lihe Itdrn ACTUAL BUDGET, Otelubsted Recrnrn'd Change ; Change
Personnel
Salaries, Full-Time $ 3,127,407 $ 3,186,476 $ 3,306,510 $ 3,306,510 $ 120,034 3.8%
Overtime $ 115,463 $ 72,837 $ 72,837 $ 72,837 $ - 0.0%
Longevity $ 2,250 $ 2,250 $ 2,250 $ 2,250 $ - 0.0%
Holiday Pay $ 250,796 $ 266,605 $ 294,538 $ 294,538 $ 27,933 10.5%
Academic Pay $ 39,500 $ 36,500 $ 38,000 $ 38,000 $ 1,500 4.1%
Other Pay $ 16,000 $ 16,000 $ 16,000 $ 16,000 $ - 0.0%
Sick Time Buy Back $ - $ 6,224 $ 7,600 $ 7,600 $ 1,376 22.1%
Personal Day Overtime $ 77,651 $ 92,639 $ 92,639 $ 92,639 $ - 0.0%
Vacation Leave Overtime $ 279,042 $ 303,184 $ 303,184 $ 303,184 $ 0.0%
Sick Leave Overtime $ 144,983 $ 103,355 $ 103,355 $ 103,355 $ 0.0%
Injury Leave Overtime $ 30,546 $ 40,631 $ 40,631 $ 40,631 $ 0.0%
Annoncement of Retirement $ - $ - $ - $ - $
EMT Pay $ 146,849 $ 158,710 $ 160,910 $ 160,910 $ 2,200 1.4%
Total: Personnel Cosis $ 4,230,488' $ 4,286,411 $ 4,438,454 $ 4,438;454 $153,043 3.6%
Expenses
Electricity $ 13,356 $ 15,500 $ 16,275 $ 15,500 $ - 0.0%
Heating Fuel $ 9,637 $ 12,000 $ 12,600 $ 12,000 $ - 0.0%
Water $ 3,295 $ 3,200 $ 3,400 $ 3,400 $ 200 6.3%
Repairs&Maintenance $ 25,488 $ 33,000 $ 37,000 $ 37,000 $ 4,000 12.1%
Radio&Transmitter $ 465 $ 5,000 $ 5,000 $ 5,000 $ - 0.0%
Vehicle Maintenance $ 40,535 $ 51,000 $ 56,000 $ 51,000 $ 0.0%
Equipment Rental/Leases $ 2,376 $ 2,500 $ 2,500 $ 2,500 $ 0.0%
Data Processing $ 5,495 $ 6,000 $ 6,000 $ 6,000 $ 0.0%
Medical/Physical Services $ 4,707 $ 4,000 $ 6,000 $ 6,000 $ 2,000 50.0%
Contract Services $ 91,381 $ 92,000 $ 92,000 $ 92,000 $ - 0.0%
Training&Education $ 10,642 $ 38,094 $ 39,000 $ 34,000 $ (4,094) -10.7%
Ambulance Training/Education $ 8,303 $ 31,431 $ 22,450 $ 22,450 $ (8,981) -28.6%
Telephone $ 11,372 $ 12,000 $ 12,000 $ 12,000 $ 0.0%
Postage $ 482 $ 600 $ 600 $ 600 $ 0.0%
Office Supplies $ 2,884 $ 2,800 $ 3,000 $ 3,000 $ 200 7.1%
Printing&Forms $ 947 $ 1,000 $ 1,020 $ 1,020 $ 20 2.0%
Vehicle Supplies $ 0 $ 1,500 $ 1,500 $ 1,500 $ - 0.0%
Ambulance $ 23,376 $ 34,000 $ 37,000 $ 34,000 $ - 0.0%
Vehicle Fuel $ 41,621 $ 40,000 $ 41,000 $ 41,000 $ 1,000 2.5%
Protective Equipment $ 39,424 $ 33,000 $ 37,000 $ 37,000 $ 4,000 12.1%
Uniforms&Clothing $ 47,601 $ 46,400 $ 46,400 $ 46,400 $ - 0.0%
Auto Mileage $ 2,149 $ - $ 4,000 $ 4,000 $ 4,000
Dues/Memberships&Subscription $ 479 $ 4,700 $ 4,700 $ 2,700 $ (2,000) -42.6%
Other Charges&Services $ 4,969 $ - $ 2,000 $ 2,000 $ 2,000
Fire Alarm $ 10,036 $ 21,773 $ 21,773 $ 15,000 $ (6,773) -31.1%
Capital Outlay $ 9,180 $ 97,000 $ 50,000 $ 50,000 $ (47,000) -48.5%
Total: Expense Costs $ 410,200', $ 588498 $' 560;218 $ 537,070, $' (51,428) -8.710!.
Tonal: Fire Depar 3ent'Costs' $ 464o,688' $ 4;873,909 $ 4,998;672 $ 4,979,524 $;101,615, 2.1%
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Fire Department Personnel Listing
FY14 FYI FY16
STAFF STAFF STAFF VARIANCE
Department Title POS. POS. POS. +/(-)
Fire Fire Chief 1 1 1 0
Fire Deputy Chief 0 1 1 0
Firefighters 44 44 44 0
Lieutenant 9 9 9 0
Administrative Secretary 1 1 1 0
Total 55 56 56 0
PUBLIC SAFETY SALARY RESERVE
2016 2016
2014 2015 inept, ToWn Mgr Dollar Percent
Expense Line Item ACTUAL BUDGET Requested Recrnrh cd Change Change
Personnel;
Salary Reserve $208,714 $67,804 $0 $158,840 $ 91,036
Announcement of Retirement $0 $0 $0 $135,000 $ 135,000
Total: Personnel Casts $208,714 $67,804 $0 $203,840 $226,036 333AO/o
Expenses
Total: Expense Casts $0 $0 $0 $0 $0
Total: Public Safety Salary Reserve $208,714 $67,804 $6' $293,840' $226,036 333.4%'
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BUILDING
MISSION STATEMENT
The Building Department is dedicated to 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
There have been no significant changes in the Building Department for the past year.
PRIOR YEAR ACCOMPLISHMENTS
• Conducted inspections of previously uninspected and new facilities to ensure the safety of our
citizens and increase building permit awareness.
• Educated and enforced the guidelines as stated in the 2012 International Energy Conservation
Code.
• Continued education, as required, of contractors by building inspectors by ensuring contractors
are aware of changes in International Building Codes, as stated in the 2009 IRC and 2009 IBC
codes.
• Continued to enforce the Town of North Andover zoning bylaw.
• Continued enforcement of 521 CMR, Architectural Access Code, to satisfy handicap
accessibility.
FY16 GOALS
• Identify abandoned buildings by February 2016, and work with the Attorney General's Office —
Abandoned Property Initiative, Health, Police and Fire Departments as needed for property
resolution.
• Prepare for and facilitate the transition to Munis permitting software, leveraging the software to
expedite permit awards,provide more transparency to the permitting process, and improve
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customer access to previously awarded permits. Software development efforts to begin February
2015 with and expected implementation date of November 2015.
Building Inspection Budget
2016 2016
2014 2015 Dept, Town Mgr Dollar Oercent
Expense Line Item ACTUAL BUDGET; Requested Recnirn`d Change Change
Personnel
Salaries, Full-Time $ 169,934 $ 227,996 $ 211,206 $ 211,206 $ (16,790) -7.4%
Wages, Part-Time $ 68,579 $ 8,822 $ 36,238 $ 36,238 $ 27,416 310.8%
Longevity $ 2,295 $ 2,535 $ 3,235 $ 3,235 $ 700 27.6%
Salary Reserve $ - $ - $ - $ - $ -
Total: Personnel Costs $ 240,808 $ 239,353 $ 250,679 $ 250,679 $ 11,326 4:7%`.
Expenses
Outside Professional Services $ 2,000 $ 8,000 $ 1,000 $ 1,000 $ (7,000) -87.5%
Conferences In State $ 1,036 $ 1,500 $ 1,500 $ 1,500 $ - 0.0%
Training &Education $ 981 $ 1,000 $ 1,000 $ 1,000 $ - 0.0%
Telephone $ 2,693 $ 2,320 $ 2,320 $ 2,320 $ - 0.0%
Postage Services $ 200 $ 200 $ 200 $ 200 $ - 0.0%
Printing &Forms $ 1,463 $ 1,500 $ 2,000 $ 2,000 $ 500 33.3%
Vehicle Fuel $ 1,643 $ 2,750 $ 2,750 $ 2,750 $ - 0.0%
Uniforms&Clothing $ 375 $ 125 $ 175 $ 175 $ 50 40.0%
Auto Mileage $ 5,328 $ 5,000 $ 5,000 $ 5,000 $ - 0.0%
Dues/Memberships&Subscriptions $ 385 $ 800 $ 800 $ 800 $ - 0.0%
Other Charges&Expenses $ - $ - $ 500 $ 500 $ 500
Vehicle $ - $ - $ - $ - $ -
Total: Expense Costs $ 16,104 23,195 $ 17,245 $ 1,7,245 (5,950) 25.7%
Total: Building Code Costs $ 256,912 $ 262,548 $ 267,924 $ 267,924 5,376 2.0%'
Inspectional Services Personnel Listing
FY14 FY15 FY16
STAFF STAFF STAFF VARIANCE
Department Title POS. POS. POS. +/(-)
Inspectional Services Inspector of Building 1 1 1 0
Building Inspector 1 1 1 0
ElectricalInsepector 0.8 0.8 0.8 0
Plumbing/Gas Inspector 0.5 0.5 0.5 0
Department Assistant 1 1 1 0
Total 4.3 4.3 4.3 0
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EMERGENCY MANAGEMENT
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
ancillary staff 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
Transfer of apparatus to Emergency Management from Fire department.
Rehabilitation of Fire department ambulance 3 to transform the apparatus into Emergency
Management car 20.
Upgrading the Steven's estate garage into functional quarters for Car 20
Meeting FCC Digital Radio equipment requirements.
PRIOR YEAR ACCOMPLISHMENTS
Started interior modernization of car 20 quarters at the Steven's estate
Continuing the multi-year build out of our public safety communications network.
Partially outfitting Emergency Management officers with uniforms.
Receiving regional equipment grant through NERAC to support all North Andover public safety
agencies.
Expanding our resource support of the Police and Fire departments.
FY16 GOALS
To finish interior modernization of car 20 quarters at the Steven's estate.
To continue to complete the clothing outfits of our operations division personnel.
To address issues with our Emergency Management garage at the Steven's Estate.
To complete conversion of Car 20 by purchasing public safety communications equipment for
interoperability.
To upgrade and install armature radio equipment (RACES) for Car 20.
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Purchase exterior video monitoring system for Car 20.
Emergency Management Budget
2016 2016
2014 2615 Dept Town Mor Dollar Percent
Expense I.ine Item ACTUC BUDGET � � Requested � � ReomrnM, Change,, Change
Personnel
Wages Part-Time Director $ 5,331 $ 5,464 $ 5,464 $ 5,464 $ 0.0%
Salary Reserve $ - $ - $ - $ - $
Taal: Personnel Costs $ 6,331 $ 5,464 6,464 5,464 6.110/0
Expenses
Radio&Transmitter $ 620 $ 6,000 $ 6,000 $ 6,000 $ 0.0%
Vehicle Maintenance $ 500 $ 2,526 $ 4,000 $ 4,000 $ 1,474 58.4%
Training &Education $ - $ 50 $ 61 $ 61 $ 11 22.0%
Telephone $ 4,512 $ 6,500 $ 6,500 $ 6,500 $ - 0.0%
Postage Services $ 147 $ 150 $ 150 $ 150 $ 0.0%
Office Supplies $ 246 $ 250 $ 250 $ 250 $ 0.0%
Uniforms&Clothing $ 13,599 $ 8,550 $ 8,550 $ 8,550 $ 0.0%
Other Charges&Expenses $ 5,445 $ 1,985 $ 3,000 $ 3,000 $ 1,015 51.1%
Capital Outlay $ - $ 10,000 $ 7,500 $ 7,500 $ (2,500) -25.0%
Total: Expense Costs $ 26,069 $, 36,011 $, 36,011 , 36,1111 0.00/0
Total Emergency Management, $ 311,4(1(1 $ 41,475 $ 41,475 41,475' $ 0.11 0/0
- is7-
DIVISION OF PUBLIC WORKS -PUBLIC WORKS DEPT
MISSION STATEMENT
The Department of Public Works (DPW) mission is to provide professional quality maintenance,
repair, construction services, and capital improvements while operating the following infrastructure:
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; all public shade trees;
one hundred and fifty (150) miles of water mains; ninety (90) miles of sewer mains; twenty two (22)
sewer lift stations; five (5) high lift water booster stations; and, maintain and fuel a fleet of over one
hundred (100) vehicles. Further, the Department's mission is also to provide the highest quality
drinking water by maintaining the Town's water supply, Lake Cochichewick, and by optimally
operating the drinking water treatment plant, which delivers an average daily consumption of 3.2
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 provides rapid response to all snow, ice and other inclement weather emergencies, as well as
water and sewer breaks. The DPW enforces water, sewer and drainage by-laws, grants petitions of
location for utilities, and maintains engineering records and GIS data. The Department's budget is
divided between the General Fund and an Enterprise Fund, funded through sewer and water rates.
SIGNIFICANT CHANGES
The open Staff Engineer position was filled by Patrick Higgins. The position reports to both Town
Engineer Gene Willis and Operations Manager Tim Willett. Patrick brings extensive experience in
land surveying as well as engineering capabilities. Filling this position has provided valuable
assistance to the Division's capacity to work on construction issues, drainage improvements, and
utility installation oversight.
PRIOR YEAR ACCOMPLISHMENTS
• Completed over $1M of roadway improvements on ten (10) different roadways. This included
the re-grading of Middlesex Street from Second Street to the end, which improved drainage and
pedestrian mobility. Another was the re-grading and drainage improvements on Osgood Street
from Pleasant Street to the access road to the High School. The drainage work eliminated
flooding which improved pedestrian mobility along Osgood Street.
• The Pavement Management Program that has been used over the past 5 years to develop priorities
for roadway improvements was updated this year. All Town roads owned were inspected and
rated. The 5-year CIP roadway improvement requests come out of this process.
• Funds were made available through a winter recovery program that the state funded for local
repair of road damage from the past severe winters. The Department used the $123,000 made
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available to repair roadway structures, curbing, line striping and short sections of pavement
throughout Town.
• Approximately $60K of sidewalk improvements to existing sidewalks were completed.
• Steven's Beach was open all summer except for only one day at the start of the season. This is a
significant reduction in closure rate over past years. There was extensive work done on aggressive
public education program, clean up along the perimeter path, added barrels for disposal of animal
waste, enforcement, and extensive monitoring. This was a coordinated effort by Conservation,
Youth Services, Public Works, Health, Police, and the Trustees of the Reservation.
• At the 2014 Annual Town Meeting voters approved replacement of two major pieces of
equipment that provides versatility within our fleet. These were delivered in late fall. One is a
hoist body truck. This equipment allows the staff to be able to change bodies for different tasks
and result in a more useful piece of equipment to be used throughout the year. The other is a
heavy duty medium size dump truck that will be able to accomplish larger tasks without requiring
expensive maintenance. The need for this type of equipment came from input of DPW staff that
operate and maintain this equipment. Their input was sought and used to prepare requests for bid,
to evaluate bids, and to make final decision on purchase.
• The street light improvements on High and Water Streets were designed, publicly bid, and a
contract executed with the contractor. Construction of the period street lights similar to those in
the Old Center will be completed in the spring.
• The Engineering Department is involved in major endeavors, along with the day-to-day requests
for information from town boards, businesses, developers, and residents. The Department
provided reviews, comments, and engineering input on various projects before the Planning
Board, Board of Appeals, and Conservation Commission. In addition Engineering staff were
instrumental in the following projects:
o The Town Farm Athletic Field on Dale Street was completed and came on line in FY
15.
o The major renovation of McEvoy Field that included 3 softball fields, restrooms,
walking path, off street parking and landscaping was substantially completed in FY15
and is anticipated to come on line in FY 16.
o Engineering continues to work with DOT and neighborhood residents on a grant for
Safe Routes to Schools. The grant is approximately 1.3 million dollars and is 100%
federally funded. It will pay for design and construction of: sidewalks on Greene St.,
Parker St. and school property, crosswalks, the realignment of the Greene Street
intersection with Mass Ave, pavement rehabilitation and the addition of green spaces
at the intersections.
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FY 16 GOALS
• Pave an additional ten (10) roads by June, 2016.
• The design of the Peters Street drainage and roadway improvements is complete and filing for
permits will occur in FY 16. State funds (chapter 90) or local funding will be sought for
construction. This will eliminate flooding from storm events in the area, expand storage, and
improve the area around Becky's Pond. If funding is available the work will be started in the
summer of 2015 and completed in the spring of 2016.
• In FY 2016 the department will improve drainage structures in roads and improve culvert
crossing where damage has occurred due to beaver activity. We estimate that 10 structures and
two culverts will be improved. Budget funds of $60,000 have been included in Capital Outlay
under Streets and Sidewalks. The work will be completed by spring of 2016.
• As part of the budgetary process, the Department solicited input from staff, which has requested
that work on roadway improvement projects be set aside to be done by our crews rather than
outside contractors. The Department will work within the budget to accommodate this request.
This will be undertaken throughout FYI 6.
• Based on input from operators and mechanics, the Department will evaluate the purchase of
trucks that will be more versatile. The major need in the next year is to replace two of the
medium size dump trucks which are the most used vehicle for day to day operations. I have
included $120,000 in the budget, which is based on recent quotes for a Ford F550 dump truck and
an F350 dump truck, which includes with plow set up. The trucks will be in service in late fall
2015 or early spring 2016 depending on manufacture availability.
• The Town Engineer will continue to work with the Director to organize the department in terms
of unifying databases, files, identification of project responsibilities, staffing, and budgets. With
recent additions to staff, the Engineering Dept. is working toward adding more capabilities for
project design. It is anticipated that this additional capacity will result in more in house design
and construction reducing the need and associated cost for outside consultants and contractors.
• It is anticipated that the Safe Routes to School Project on Greene and Parker Streets
will be publicly bid and awarded in FY 15/17Y 16 and completed in FY 16. This is
dependent on Mass DOT schedules and funding.
• Also, there are various intersections with in Town that, due to increased traffic
demands, may need to be improved. Engineering evaluation of these intersections will
be done in FY 15 to develop a priority list. Preliminary design funds have been
requested in the FY 16 budget. It is anticipated that the preliminary design portion of
this project will be fall of 2015.
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Public Works -Administration Budget
2016 20,16
2014 2016 Dept, Town Mgr Dollar Percent
Expense Line Item ACTUAL BUDGET Requested Roc rrf d Change Change
Personnel
Salaries, Full-Time 365,027 395,276 405,456 405,456 $ 10,180 2.6%
Wages, Part-Time - - - - $ -
Longevity 3,175 3,275 3,275 3,275 $ 0.0%
Salary Reserve - - - - $
Total: Personnel Costs $368,202 $398,651 $448,731 $408,731 $14,184 2.6%
Expenses
Equipment Rental/Lease 6,807 7,000 7,250 7,250 $ 250 3.6%
Contracted Services 947 2,500 2,600 2,600 $ 100 4.0%
Training &Education 2,574 1,200 4,000 4,000 $ 2,800 233.3%
Telephone 5,465 5,900 6,100 6,100 $ 200 3.4%
Postage 183 350 350 350 $ - 0.0%
Office Supplies 1,793 2,000 2,100 2,100 $ 100 5.0%
Printing&Forms 1,284 500 550 550 $ 50 10.0%
Uniforms&Clothing 1,113 800 800 800 $ - 0.0%
Auto Mileage 350 450 450 450 $ 0.0%
Dues and Subscriptions - 250 250 250 $ 0.0%
Other Charges&Expense 533 250 250 250 $ 0.0%
Total:"Expense Costs $21,048 $21,204 $?4,704 $24,706' $3,504 16.'6%
Total"Admn&,Engineeri o Costs $389,260' $419;7,61 $433,431 $433,431 $13,680 331%
Public Works Administration Personnel Listing
FY14 FYI FY16
STAFF STAFF STAFF VARIANCE
Department Title POS. POS. POS. ++)
Adminstration Director 1.0 1.0 1.0 0
Adminstration Secretary 1.0 1.0 1.0 0
Assistant Operations Manager 0.5 0.5 0.5 0
Department Assistant 1.0 1.0 1.0 0
Operations Manager 0.5 0.5 0.50 0
Staff Engineer 1.0 1.0 0.75 -0.25
Town Engineer 1.0 1.0 1.0 0
Total 6.00 6.00 5.75 -0.25
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Public Works - Streets & Sidewalks Budget
2016 2016
2014 201$ Dept, Tor Mgr .Dollar I Percent
Expense Line Item ACTUAL BUDGET Requested Rectum„d Change Change,;;,,
Personnel
Salaries, Full-Time 376,929 408,332 400,588 400,588 (7,744) -1.9%
Overtime 27,194 22,000 23,500 23,500 1,500 6.8%
Summer Help Salaries - - - - -
Longevity - - - -
Total: Personnel Costs, $404,122 $130,332 $424,088 $424,088 (6,244) -1.60/0
Expenses
Street Lighting 223,748 130,000 144,550 144,550 14,550 11.2%
Engineering Services 1,000 20,000 30,000 30,000 10,000 50.0%
Repairs&Maintenance 71,843 30,000 35,000 35,000 5,000 16.7%
Equipment Rental/Lease - 1,000 1,035 1,035 35 3.5%
Advertising 2,222 1,500 1,550 1,550 50 3.3%
Contracted Services 43,322 50,000 51,750 51,750 1,750 3.5%
Training &Education 1,200 1,000 1,035 1,035 35 3.5%
Storm Water Permitting Mandate 24,940 36,000 36,000 36,000 - 0.0%
Outside Detail 18,460 8,000 8,000 8,000 0.0%
Materials&Supplies 23,209 20,000 20,000 20,000 0.0%
Regulatory Street Signs 5,600 5,000 5,000 5,000 0.0%
Road Oil&Bituminous 16,280 20,000 20,000 20,000 - 0.0%
Uniforms&Clothing 5,400 6,000 6,250 6,250 250 4.2%
Dues/Memberships&Subscriptions 1,096 750 750 750 - 0.0%
Other Charges&Expenses 170 40,000 40,000 40,000 - 0.0%
Capital Outlay 28,620 40,000 60,000 60,000 20,000 50.0%
Total: Expense Casts 487,110 409,260 484,924 460,020' 51,1370 12.6%
Total: Street Maintenance Costs $871,232 $839,682 $885,008 $886,048 $45,426 5A."/o'
Public Works Streets & Sidewalks Personnel Listing
FY14 FYI FY16
STAFF STAFF STAFF VARIANCE
Department Title POS. POS. POS. ++)
Streets and Sidewalks SMEO 3.75 3.75 3.75 0
HMEO 4 4 4 0
Laborer/MEO 0.25 0.25 0.25 0
Senior Work Foreman 0.75 0.75 0.75 0
Senior Foreman 0.25 0.25 0.25 0
Total 9 9 9 0
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Public Works -Refuse & Recycling Budget
2016 2416
2014 2015 Dept' town Mgr Dollar Percent
Ex; ense Line Item ACTUAL IlUbdEt - Requi ested Reon m'd Change Change-
Personnel
Salaries, Full-Time 65,319 66,817 68,342 68,342 1,525 2.3%
Overtime 4,770 5,000 6,000 6,000 1,000 20.0%
Longevity - - - - -
Total: Personnel Costs $74,088 $71,817 $74,342 $74,342 $2;525 3.5%
Expenses
Advertising - 13,200 13,660 13,660 460 3.5%
Contracted Services 554,867 592,220 620,000 620,000 27,780 4.7%
Hazardous Waste Day 9,331 12,000 12,450 12,450 450 3.8%
Outside Detail - - - - -
Materials&Supplies 138 500 550 550 50 10.0%
Dumping Fees 503,774 550,000 566,000 566,000 16,000 2.9%
Uniforms&Clothing 900 1,800 1,950 1,950 150 8.3%
Total: Expense Cons $1,069,008 $1,169,120 $1,2'14,610 $1,214,610 $44,894 3:8°/a'
total: Refwse'06116ction Costs $1,139,037 $1,241,537 $1,288,052, $1,288,062,' $41,415 3.8%
Public Works Refuse & Recycling Personnel Listing
FY14 FYI FY16
STAFF STAFF STAFF VARIANCE
Department Title POS. POS. POS. +/(-)
Refuse and Recycling Sr Work Foreman 0.25 0.25 0.25 0
Senior Foreman 0 0 0 0
SMEO 0.25 0.25 0.25 0
HMEO 1 1 1 0
Total 1.5 1.5 1.5 0
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Public Works Vehicle Maintenance Budget
2016 2016
2014 2015 Dept ToWn,Mgr Dollar F�ercertit
Expense line Item' ACTUAL BUDGET Requested R,ecrr rri'd Charge Change
Personnel
Salaries, Full-Time 89,877 92,309 94,347 94,347 2,038 2.2%
Overtime 2,859 2,000 2,500 2,500 500 25.0%
Longevity - - - - -
Total: Penwhriel Costs $92,736 $94;309 $96,847 $96,847 2,538 2.76/6'
Expenses
Vehicle Maintenance 88,840 92,000 95,250 95,250 3,250 3.5%
Advertising 127 - - - -
Contracted Services 6,179 500 500 500 - 0.0%
Vehicle Supplies 61,612 47,000 49,000 49,000 2,000 4.3%
Vehicle Fuel 20,958 45,000 45,000 45,000 - 0.0%
Uniforms&Clothing 1,200 1,200 1,400 1,400 200 16.7%
Dues/Memberships&Subscriptions 50 500 500 500 - 0.0%
Vehicle 82,386 110,000 120,000 120,000 10,000 9.1%
Total: Expense Costs $261,353 $296,200 $311,650 $311,650 15,450 5.20/6,
Total: Fleet Maint.Costs' $354,089 $390,509 $408,497 $408,497 $17,988 40/6
Public Works Vehicle Maintenance Personnel Listing
FY14 FY15 FY16
STAFF STAFF STAFF VARIANCE
Department Title POS. POS. POS. ++)
Vehicle Maintenance Working Foreman 1 1 1 0
Mechanic 1 1 1 0
Total 2 2 2 0
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Public Works Structures & Grounds Budget
i2411� � 241�
2444; 2015 Dept, Town Mgr Dollar Percent
Expense Line Item ACTUAL 9l1DGET Requested � rectnm'd Change Change
Personnel
Salaries, Full-Time 186,965 195,082 204,704 204,704 9,622 4.9%
Overtime 8,454 8,000 9,500 9,500 1,500 18.8%
Summer Help Salaries 26,938 10,000 10,000 10,000 - 0.0%
Longevity 525 525 525 525 0.0%
Total: Personnel Costs' $222,882 $213,607 $224,729 $224,729 $11,122 5.2%
Electricity 86,893 99,000 99,000 99,000 0.0%
Heating Fuel 56,295 72,000 66,250 66,250 (5,750) -8.0%
Water/Sewerage 6,950 6,500 7,000 7,000 500 7.7%
Repairs&Maintenance 12,402 13,000 36,750 36,750 23,750 182.7%
Outside Professional Services 102,321 65,000 67,250 67,250 2,250 3.5%
Advertising 155 - - - -
Contract Services - 35,000 46,250 46,250 11,250 32.1%
Telephone 928 1,000 1,100 1,100 100 10.0%
Materials&Supplies 21,511 20,000 20,700 20,700 700 3.5%
Building Repairs&Maintenance 9,967 10,000 10,000 10,000 - 0.0%
Uniforms&Clothing 2,625 3,250 3,500 3,500 250 7.7%
Capital Outlay - - - - -
Total: Expense Costs $340,044 ! $324,7511 $357,800 $357,800 $33,080 10.2%
Total: Structures &Grounds:Costs $522,930 " $538;357 $582,$29 $5$2,529 $44,172 8.2°la'
Public Works Structures & Grounds Personnel Listing
FYI FYI FY16
STAFF STAFF STAFF VARIANCE
Department Title POS. POS. POS. ++)
Structures& Grounds Custodian 1 1 1 0
HMEO 1.5 1.5 1.5 0
SMEO 0.75 0.75 0.75 0
Laborer/MEO 0.25 0.25 0.25 0
Senior Foreman 0.25 0.25 0.25 0
Working Foreman 1 1 1 0
Total 4.75 4.75 4.75 0
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Public Works - Snow and Ice Removal
2016 2016
2014 2016 Ceot' ToWn M t DbIlar Percent
Expense Line Item ACTUAL 'BUDGET, Requested Recmm'd 'Change,,Change,
Personnel
Overtime 161,810 95,000 95,000 95,000 - 0.0%
Total: Persbnnel Costs $161,$16 $95,000 $95,600 $95,000 $0 0.00/0
Expenses
Repaires& Maintenance 26,140 45,000 45,000 45,000 - 0.0%
Equipment Rental/Lease 718,552 475,000 475,000 475,000 - 0.0%
Vehicle Fuel 75,615 70,000 70,000 70,000 - 0.0%
Gravel &Sand 21,667 15,000 15,000 15,000 - 0.0%
Salt 319,216 167,000 167,000 167,000 - 0.0%
Other Charges& Expenses 9,871 8,000 8,000 8,000 - 0.0%
Total: Expense Costs $1,171,061 $780,000 $780,000 $7$0,000 $4 6.011/0
Total: Snow Removal Costs $1,832;871 $876,000 $876,000 $876,000 $0 0.011/0
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HEALTH DEPARTMENT
MISSION STATEMENT
The mission of the Health Department is to protect the public health by maintaining a comprehensive
program of environmental and 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
Many health care providers are directing their patients to the local health departments for vaccines
and various testing. This increase is due to changes in the Massachusetts state vaccine program.
There have been increased requests for services such as; TB testing, Shingles vaccine, Hepatitis B
and A inoculations. Most of these are not readily available at the Health Department at this time.
Currently, most inquiries are forwarded to private clinics.
Public Health record keeping has been moving to online applications. This change allows better
access to information that may indicate a public health outbreak and better tracking of cases.
Information now is inputted through the Department of Public Health portals for all communicable
diseases such as salmonella or Hepatitis A, tracked non-communicable diseases such as "Lyme
Disease", and since 2014 all births and all death certificates.
Emergency planning continues to be in the forefront. The North Andover Emergency Planning Group
was formed in 2014. Members include all departments who may have any interest in emergency
preparedness, as well as interested local educational institutions. Members choose the topics that are
most current and attempt to provide organization to the issues such as local response to the
international Ebola crisis, local emergency shelter issues etc. Citizens have high expectations for
public health and safety preparedness for emergency situations. The group intends to continue in
2015.
PRIOR YEAR ACCOMPLISHMENTS
• Hats and Hairnets. The BOH identified a 2014 Food Focus initiative of the use of hats and proper
head covering in food establishments. A campaign to reach out to the establishment operators
included; creating an educational handout for distribution, handing out free hairnets to business
owners to promote the cause and providing two low-cost Certified Food Handler training
opportunities. Compliance is being monitored, but results appear positive to date.
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• Continued Internship use as low or no cost staff. Proctored a "master of public health" student
from Regis College. Supported project investigating the issue of immunizations and North
Andover students and identifying whether any part of the NA population is underserved in this
area.
• Document retention. Continued input project of all Board of Health minutes and agendas. Began
scanning of reports for Wheelabrator, TBI and other submissions. Determining necessities of
retaining paper. Continued with additional projects that will improve access to the public
documents and projects that will reduce document retention.
FY16 GOALS
• Prepare for and facilitate the transition to Munis permitting software. Status report created by
November 2015.
• Complete and submit required state Record Retention forms by September 1, 2015.
• Change and establish new procedure for Food Establishment permitting renewal date to March 1st
of each year, rather than December 1st, by July 2015.
• Utilize summer intern to educate food establishments on new permitting renewal process by
August/September 2015.
• Identify local BOH regulations for needed revision and/or possible removal and present to the
BOH for review and approval by April 2016.
• Trash truck monitoring program; pilot implementation. Create written plan and budget for next
phase of the project by October 2015.
• Identify and implement Lyme disease education plan by September 2015.
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Health Department Budget
2016 2016
2014 201 Dept Town Mgr Dour Percent
Expense Line Item ACTUAL BUDGET Requested Reomm'd Change Change
Personnel,
Salaries, Full-Time $ 182,566 $ 186,810 $ 188,626 $ 188,626 $ 1,816 1.0%
Wages, Part-Time $ 11,411 $ 8,755 $ 8,755 $ 8,755 $ 0 0.0%
Overtime $ - $ - $ - $ - $ -
Longevity $ 1,985 $ 2,390 $ 2,390 $ 2,390 $ - 0.0%
Salary Reserve $ - $ - $ - $ - $ - #DIV 10!
Total: Personnel Costs $ 165,962, $ 197,95$ 199,771 , $ 199,771 $1,816 0:94!0',
Expenses
Outside Professional Services $ 3,600 $ 3,600 $ 3,600 $ 3,600 $ - 0.0%
Contracted Services $ - $ 280 $ 280 $ 280 $ - 0.0%
Training &Education $ 300 $ 300 $ 500 $ 500 $ 200 66.7%
Telepone $ - $ - $ 1,640 $ 1,640 $ 1,640
Postage Services $ 436 $ 440 $ 400 $ 400 $ (40) -9.1%
Office Supplies $ 312 $ 315 $ 300 $ 300 $ (15) -4.8%
Printing&Forms $ 418 $ 425 $ 400 $ 400 $ (25) -5.9%
Vehicle Fuel $ 392 $ 300 $ 400 $ 400 $ 100 33.3%
Uniforms&Clothing $ 125 $ 125 $ 175 $ 175 $ 50 40.0%
Auto Mileage $ 400 $ 500 $ 500 $ 500 $ - 0.0%
Total: Expense Costs $ 6,983 $' 6,286 $' 8,195 $' $,195 $'1,914 34:4%
Total: Public Heatth Costs $ 201,945 $' 204,240 $' 207,966 $ 247,966 $'3,716 1.9%
Health Department Personnel Listing
FY14 FY15 FY16
STAFF STAFF STAFF VARIANCE
Department Title POS. POS. POS.
General Fund
Health Director 1 1 1 0
Health Inspector 0.8 0.8 0.8 0
Public Health Nurse 0.8 0.8 0.8 0
Department Assiatant 1 1 1 0
Total 3.6 3.6 3.6 0
Revolving Fund
Health
Health Inspector 0_2 0_2 0_2 0
Total 0.2 0.2 0.2 0
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ELDER SER 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 an
atmosphere of respect, trust and support.
SIGNIFICANT CHANGES
Massachusetts received an increase in Formula Grant funding of$1 per older adult, bringing the total
to $8 per older adult and increasing the total grant to $42,730.
The North Andover community currently has 5,492 seniors which is an 8% growth over last year and
a 34.9%increase over the last 12 years.
Two nutritional programs were implemented.
The first, Wednesdays Fresh Table, was started as a Pilot Program running for 6 weeks. The focus of
this program was to bring fresh, home-cooked food to our seniors and serve them at a relaxed pace
with real plates, table clothes, flowers, etc. The program was so successful that it was continued on
through mid-December with a promise to return to it in the spring.
The second was an evening meal program held the third Tuesday of every month. Local assisted
living facilities and nursing homes were recruited to bring in a special, healthy menu and serve it to
35 seniors as an early dinner. This was well received by the participants and every seat was filled.
PRIOR YEAR ACCOMPLISHMENTS
The Stevens Library, along with the Senior Center, initiated programs training older adults in the use
of various devices. These programs train seniors in the use of e-readers, smart phones, iPads, laptops,
etc. We currently have three volunteers at the Senior Center that are giving their time on a weekly
basis. Goal Accomplished and will continue.
Working with the Stevens Memorial Library moving the memoir writing group from a Pilot Program
to a success story. Participants met for 90 minutes every Wednesday afternoon for 6 weeks. The six-
week workshop was entitled "Memories to Memoirs: Your Stories". Goal accomplished and will
continue.
We launched an Anti-Bullying campaign collaborating with TRIAD, Youth Center, North Andover
High School, Senior Center and NACAM. Elder Services will complete this objective by April 30,
2015. The direction of this program has taken on its own life. In understanding the demographics
that exist in a Senior Center and meeting numerous times with the Youth Center and school
- 170-
department our production crew has decided to adopt the"RAISE" campaign that the schools
embrace. Phase 1, the script has been written. Phase 2, Actors have been chosen. Phase 3, location for
both the students and older adults to be decided. Phase 4, rehearsals. Phase 5, taping. Phase 6, taping
and editing, Phase 7, finished product. The first filming did not go as expected; many of our actors
had stage fright and were unable to remember their lines. Our approach of filming has changed. The
filming is being done in segments and will be edited and spliced to create a better flow. We now
have two professional actors who are working with our group to help coach and act among the
inexperienced members. Our completion date has been moved to the fall of 2015.
We improve quality and preparation in our existing food program by increasing the participation in
congregate lunches. We looked at alternative sources for meal preparation and service, and updating
equipment within kitchen area. In June a 6 week Pilot Program called "Wednesdays Fresh Table"
was kicked off. We provide fresh cooked meals for 24 participants at a minimal charge. The food was
purchased from local farms and stores and prepared within a day of purchase. The Friends of the
North Andover Senior Center purchased plates and basic stock. An article was written for the North
Andover Citizen explaining how important it was to provide fresh, nutritious meals for older adults.
The North Andover Rotary offered the services of the Interact high school group to prepare a fresh
salad every other week. The program was a great success and at the end of six weeks volunteers were
doing all the work from prepping and cooking to cleaning up. The staff did the shopping and created
a weekly menu. The program was extended into December. Every meal was sold out for the entire
running of our Wednesdays Fresh Table. This was a great accomplishment but it is only the tip of the
iceberg when it comes to the nutrition needs of the elderly population. We plan to bring this program
back in spring 2015.
We continue to collaborate with TRIAD, a group for older adults sponsored by the Sheriffs
Department, Attorney General's Office and local law enforcement. We work together to develop and
initiate programs that keep our seniors engaged and safe in their community. Monthly meetings are
held here at the Center through FY'16. A program with our NA Police Department is scheduled for
January 2015, addressing issues of fraud and scams targeting the older adult population.
A mock trial is currently being developed and will be hosted by TRIAD for the spring of 2015.
TRIAD is presently working with the North Andover Housing Authority identifying bullying and
scams which target low income elders.
These programs are on track and will continue through FYI 6.
The Public Health Nurse and Outreach Coordinator continue providing community education and
screening clinics held at the North Andover Housing Authority. These clinics are held from July 2014
through June 2015. This program is on track and will continue through FYI 6.
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Intergenerational Programs with the Thompson and Franklin Elementary Schools May and June
2015. This goal is on track for completing (2) programs in May/June of 2015 and will continue
throughout FYI 6.
FY16 GOALS
To meet with a kitchen distributor to improve the layout and shelving within the kitchen area.
Replace outdated broken cabinet with open shelving
To install rubber safety stair treads to the second floor area of the Senior Center.
Replace old carpet runners with safety rubber treads
To bridge a connection with all Town Departments in order to educate ourselves and the various
departments as to our identity and enable us to learn more about their services and challenges. Hold
quarterly meetings with other Town service departments, including, but not limited to the Stevens
Memorial Library, the Youth Center, Veteran Services, and the Stevens Estate to exchange
information and find additional opportunities for joint action. Who we are and the various services
we provide to the community are sometimes overlooked or taken for granted when we are all
working hard at our day to day tasks. Working together can help facilitate our needs.
To hold quarterly joint events with the Stevens Memorial Library. These events would be an art
workshop, a music program, a writing program, and a visit from a re-enactor, such as "Teddy
Roosevelt."
- 172-
Elder Services Budget
2016 2416
2014 2015, Dept Town Mgr Dollar Percent
-
Expense Line Item � ACTUAL BUDGET, Requested � Recmtn'd Change .Charge
Personnel
Salaries, Full-Time $ 219,240 $ 221,013 $ 225,311 $ 225,311 $ 4,298 1.9%
Wages, Part-Time $ - $ - $ - $ - $ -
Longevity $ 3,100 $ 3,100 $ 3,100 $ 3,100 $ 0.0%
Salary Reserve $ - $ - $ - $ - $
Total Personnel Costs $ 222,340 $ 224,113 228,411 $ 228,411 $4,298 1.9%
Expenses
Repairs&Maintenance $ 705 $ 705 $ - $ - $ (705) -100.0%
Equipment Rental/Lease $ 1,870 $ 1,777 $ 1,777 $ 1,777 $ - 0.0%
Training &Education $ 316 $ 850 $ 1,035 $ 1,035 $ 185 21.8%
Telephone $ 1,481 $ 1,407 $ 1,400 $ 1,400 $ (7) -0.5%
Postage Services $ 1,313 $ 1,500 $ 1,500 $ 1,500 $ - 0.0%
COA Community Education $ 1,100 $ 1,000 $ 1,000 $ 1,000 $ 0.0%
Health Clinic $ 3,750 $ 4,500 $ 4,500 $ 4,500 $ 0.0%
Social Activities $ 5,000 $ 3,200 $ 3,200 $ 3,200 $ 0.0%
Mental Health Lectures $ - $ 1,250 $ 1,250 $ 1,250 $ 0.0%
Office Supplies $ 6,744 $ 6,500 $ 6,500 $ 6,500 $ 0.0%
Vehicle Fuel $ 5,262 $ 6,000 $ 6,000 $ 6,000 $ 0.0%
Uniforms&Clothing $ 250 $ 250 $ 350 $ 350 $ 100 40.0%
Auto Mileage $ 858 $ 700 $ 900 $ 900 $ 200 28.6%
Dues/Memberships&Subscriptions $ 1,243 $ 1,410 $ 1,410 $ 1,410 $ (0) 0.0%
Total: Expense Costs $ 29,893 $ 31,049 $ 30,822 `'$ 30,822, $ (227); -0,7%
Total Elder Services Costs 252,233 $ 255,162 $ 259,233 '$ 259,233, $ 4,071 1.6%
Eider Services Personnel Listing
FY14 FYI FY16
STAFF STAFF STAFF VARIANCE
Department Title POS. POS. POS. ++)
Elder Services Director 1 1 1 0
Program Manager 1 1 1 0
Outreach Worker 1 1 1 0
Adminstrative Secretary 1 1 1 0
Van Driver 1 1 1 0
Total 5 5 5 0
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YOUTH& RECREA TION SER VICES
MISSION STATEMENT
The mission of North Andover Youth & Recreation Services 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
In the past fiscal year NAYRS completed its first year organizationally falling under the Department
of Public Works. The transition went very smoothly.
In July 2014 Youth & Recreation Services increased its staffing by one position. This position, which
is a combination of Program Coordinator and Administrative Assistant, has allowed us to take the
department to a higher level of service.
We successfully implemented an online registration option for our constituents, enabling them to
easily register and make payments for our membership and programs.
PRIOR YEAR ACCOMPLISHMENTS
• Creation of an outdoor ice skating area at the Youth Center
• The completion of the Dale Street Athletic Field
• The completion of the McEvoy/Chadwick redevelopment project
• Upgrades to Youth Center technology which allows us to expand programming
• Completion of the Ameresco project at the Youth Center
• Completed 51' straight year of raising $50k for new fields
• In collaboration with JNHYC Inc. ran another successful auction and Taste of North Andover
• In collaboration with JNHYC Inc. ran a successful Annual Fund
• Purchased a new mini-bus for the Youth Center which concludes our efforts to upgrade fleet
of vehicles
• Provided 68 Youth Center scholarships
• Summer 2014 program enrollment was at an all-time high
• Increased collaboration with Senior Center
• Completed a number of maintenance projects within the Center
• Increased Youth Center programming by 10%
• Working with the Town Departments and the Trustees of the Reservation to complete a
design for a walking path through Stevens Pond to Weir Hill
• Surveillance upgrades at the Center to improve safety
• Collaborated with Andover Youth Services, Merrimack Valley YMCA, and Greater
Lawrence Boys & Girls Club to create a Youth Summit in June 2015
• Established a Youth Summer Job Fair
• Collaborated with community committees to schedule community awareness programs
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• Met the increased need in our Thanksgiving Drive as well as our Holiday Gift Drive
• Implemented C3 Arts Program which brought in a different clientele for the Youth Center
FY16 GOALS
• Complete installment of all social media applications to increase marketing, visibility and
communications with all town residents
o Milestone: September 1, 2015
• In conjunction with the Fields Committee, School Department and town boards, take the
Middle School Redevelopment Project from planning to complete design and funding stage
o Milestone: January 1, 2016
• Finalize a long term facility plan for the Youth Center. The Director,joint members of the
Youth Center facility committee and Facilities Manager Director
o Milestone: September 1, 2015
• Create a community survey to better meet the needs of our members and residents.
o Milestone: March 1, 2016
• Increase use of the Stevens Pond facility. Implement more in-season programming as well as
look at use of facility during off-season months.
o Milestone: May 1, 2016
- 175-
Youth & Recreation Services Budget
2015 2015
1014 201$ [dept, Town Mgr Dollar Percent
Expense Line Item ACTUAL; BUDGET Requested Recmnf d Change Change
Personnel
Salaries, Full-Time $ 189,183 $ 227,236 $ 231,609 $ 231,609 $ 4,373 1.9%
Lifeguards $ 33,167 $ 36,000 $ 36,000 $ 36,000 $ - 0.0%
Longevity $ 1,650 $ 1,650 $ 2,175 $ 2,175 $ 525 31.8%
Salary Reserve $ - $ - $ - $ - $ -
Total: Personnel Costs 224;444 $, 294,885 $ 259,784 269,784 '$ 4,898 1,8110'
Expenses
Repairs/Maintenance $ 21,378 $ 24,989 $ 32,560 $ 32,560 $ 7,571 30.3%
Equipment Rental Lease $ 2,692 $ 2,626 $ 2,626 $ 2,626 $ - 0.0%
Contracted Services $ - $ 2,500 $ 2,500 $ 2,500 $ - 0.0%
Training &Education $ 1,125 $ 1,500 $ 3,000 $ 3,000 $ 1,500 100.0%
Telephone $ 1,100 $ 1,200 $ 1,200 $ 1,200 $ - 0.0%
Postage Services $ 592 $ 900 $ 900 $ 900 $ 0.0%
Office Supplies $ 1,956 $ 2,000 $ 2,000 $ 2,000 $ 0.0%
Printing&Forms $ 846 $ 1,000 $ 1,500 $ 1,500 $ 500 50.0%
Vehicle Fuel $ 733 $ 1,100 $ 1,500 $ 1,500 $ 400 36.4%
Dues/Memberships&Subscriptions $ - $ 200 $ 200 $ 200 $ - 0.0%
Other Charges&Expenses $ - $ - $ - $ - $ -
Vehicles $ 43,000 $ 49,000 $ - $ - $ (49,000) -100.0%
Total: Expense Costs $1 13,422 $ 87,015 '$ 47;$,85 $ 47,988 $ (39,429) 94,9%
Total: Youth Services Costs $ 297,423 $ 3:51,941 311,714" $, 311,774 $ (34,131) -9,7%
Youth& Recreation Services Personnel Listing
FY14 FYI FY16
STAFF STAFF STAFF VARIANCE
Department Title POS. POS. POS. ++)
Youth&Recreation Director 1 1 1 0
Support Services Coord 1 1 1 0
Social Program Coord. 1 1 1 0
Program Coord. 1 1 1 0
Secretary/Admin Assistant 0 1 1 0
Total 4 5 5 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
• Obtained a full time Administrative Assistant, who has completed the required VIMIS
training.
• The office of Veterans Services has been relocated to the Ground Floor of Town Hall.
• To save office space and improve our quality of services we changed our filing system to
electronic media eliminating the need for two large file cabinets.
• The Department of Veteran Affairs (VA) and the Department of Veterans Services (DVS)has
directed that all VA claims be submitted as a Fully Developed Claim (FDC). This new
directive will require additional work from this office as we are now required to obtain all
documents needed to support a FDC prior to submitting any VA claims.
• With the passing of Valor Act II, all VSO's must complete a State Certification Training
within six months of being appointed as a VSO.
PRIOR YEAR ACCOMPLISHMENTS
• We increased our outreach efforts in the Town of Boxford, awarding 19 WWII
Commemorative coins during a World War H recognition ceremony in February 2014.
• Assisted with the Town of Boxford recognition of Combat Wounded Veterans presented 10
Purple Heart Commemorative Coins.
• 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.
• We continued our work with the Veterans Northeast Outreach Center and the VA Veterans
Homeless prevention program.
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• Completed North Andover's First Veterans Affordable Family Housing unit in the last 50
years. This "Freedom House" project has allowed three Veteran Families to move into an
affordable rental property that will help provide them with financial independents and
eventually eliminate the need for CH 115 benefits.
• Continue to work with local elected officials to find ways to provide additional affordable
Housing and rental property here in North Andover.
FY16 GOALS
• We will maintain at least a 95%reimbursement rate on all CHI 15 Benefits expended through
FY16.
• To improve office efficacy we will complete the conversion of paper files into electronic
media by June 1't, 2016.
• By June 1st 2016 we will have completed the State mandated training and certification
program for the District Director and the Assistant Director of Veterans Services.
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Veterans Services Budget
2016 2016
2014 2015 Dept Town mgr Dollar Percent
Expense Line Item � ACTUAL � BUDGET, Requested � Reomni d, ' Change, 'Change
F*erscnnel
Salaries-Full Time $ 68,581 $ 49,448 $ 79,177 $ 79,177 $ 29,729 60.1%
Salaries-Part Time $ - $ 21,869 $ - $ - $ (21,869) -100.0%
Stipend, Graves Officer $ - $ - $ - $ - $ -
Longevity $ 1,275 $ 1,275 $ 1,650 $ 1,650 $ 375 29.4%
Salary Reserve $ - $ - $ - $ - $ -
a$ 2� $0,827 $ 8,235 11.3%
Total:.Personnel Costs' $ ! 69„56� $ '� 7 582 $; 806827 ;$
Expenses
Training &Education $ 596 $ 1,200 $ 2,400 $ 2,400 $ 1,200 100.0%
Patriotic&Civil Celebrations $ 4,144 $ 2,500 $ 2,000 $ 2,000 $ (500) -20.0%
Rental of Veterans Quarters $ 352 $ 1,200 $ 1,200 $ 1,200 $ - 0.0%
Graves Registration $ 3,535 $ 3,600 $ 4,000 $ 4,000 $ 400 11.1%
Telephone $ 733 $ 1,380 $ 1,380 $ 1,380 $ - 0.0%
Postage $ 500 $ 600 $ 600 $ 600 $ - 0.0%
Office Supplies $ 1,596 $ 760 $ 800 $ 800 $ 40 5.3%
Auto Mileage $ 403 $ 500 $ 700 $ 700 $ 200 40.0%
Dues&Subscriptions $ 80 $ 250 $ 250 $ 250 $ - 0.0%
Veterans Benefits $ 250,428 $ 315,000 $ 325,000 $ 325,000 $ 10,000 3.2%
Other Charges and Expense $ - $ - $ - $ 1,600 $ 1,600
Capital Outlay<$5,000 $ - $ - $ - $ - $ -
Total: Expense Costs $ 262,$67 $ 326,990 $! 3$8,330 $ 339,930 $ 12,940 4.0%
Total: Veteians Benefits'Costs $ 332,222 $ 399,682 $ 419,157 $ 420,757 $ 21,175 5 3°fa;
Veteran Services Personnel Listing
FY14 FYI FY16
STAFF STAFF STAFF VARIANCE
Department Title POS. POS. POS. +/(-)
Veterans Director 1 1 1 0
Assistant Director 0.4 0 0 0
Administrative Assistant 0 0.5 0.6 0.10
Total 1.40 1.50 1.60 0.10
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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 promotes endeavors which stimulate and expand the reading and
intellectual interests of its visitors of all ages in person and online. The Library coordinates and works
cooperatively with other educational, social and cultural groups in the community. The Library is
dedicated to serving the general informational, issue-oriented, cultural, and recreational needs of its
patrons,providing them lifelong learning and personal growth opportunities.
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, offering a warm
and welcoming public setting, and gathering place for individuals, families and groups.
SIGNIFICANT CHANGES
The most significant changes within the Library this year revolve around staffing. Additional staffing
in the form of new part-time positions (night/weekend reference librarians, an Assistant Children's
Librarian, weekend custodian) and increased hours for a reference position were received. Their
positive impact is felt despite the amount of staff turnover occurring at the same time. Other events
impacting staffing were the retirement or resignation of staff and re-filling their positions. These
retirements and resignations meant new opportunities for existing staff, so several staff moved into
higher positions. This led to refilling those positions emptied by promotion. A large part of the year
to-date has been focused on filling positions and training.
Two staff retired in June and September respectively. The Senior Library Assistant position (25-
hours/week) was filled by a current part-time Library Assistant (19-hours/week). The second
retirement required the redefinition of a position's skills; this became the Technical Services and
Reference Librarian position. In September, the resignation of two key leadership positions in the
Library, the Library Director and the Head of Circulation, occurred. The Assistant Director filled in
as Interim Director during the job search; then in December became the Library Director. The
Assistant Children's Librarian (19-hours/week) just filled July I", moved into the Head of
Circulation (37.5-hours/week) in September. And a Library Assistant who started in August resigned
in early December. The Technical Services and Reference Library position, the Assistant Children's
Librarian position, the night/weekend reference librarian positions, and 3 Library Assistant positions
have since been filled.
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PRIOR YEAR ACCOMPLISHMENTS
The significant staff changes have slowed the progress towards the Library's FY15 goals. Goals not
completed by the end of the year may roll forward. These incomplete items are annotated as
"delayed."
• Maintained the Library's hours of operation schedule and basic services through a staff-
challenged year.
• Maintained the level of Children's programming across all ages, ranging from offerings for
toddlers and pre-school children in response to ongoing patron interest in early literacy and
reading readiness programs to elementary grade book clubs; class visits by schools; and visits to
school classrooms.
• Partnered with the Senior Center for the second year with a Memoir Writing Program. The senior
population are some of the most regular visitors to the Library's Monday afternoon Technology
Help drop-in sessions.
• Completed the second year of expanded Library summer programming at the Stevens Estate with
its weekly"Movies under the Tent." One evening alone had 300 attendees.
• Participated in NalloWriMo (National Novel Writers Month) for the third year by offering a
series of fiction writing workshops in November and monthly writers' group meeting in the
Library.
• Continued to increase e-book and audio book access to meet patron increased demand. The
Library ranks 7th of 36 MVLC libraries in e-book usage.
• Spring: Partner with the School District to share Early Literacy and Reading Readiness strategies
and provide curriculum support for implementing the Common Core Standards.
• Delayed: Collaborate with JumpStart, Reach Out and Read, and other literacy programs
• Delayed: Tail Wagging Tutors programming by October 2014
• Participate in "Take your Child to the Library Day" by February 2015
• Read Across America Day by March 2015
• Children's Book Week by May 2015
FY16 GOALS
As a service-based organization, the majority of the Library's goals require sufficient staffing, as
demonstrated by events in FY15. The FY16 goals are considering the additional hours requested in
this budget submission.
• Improve on deliverability of 21st century services through staffing levels and staff competencies:
1. Maintain Library's hours of operation with adequate staff levels to support programs and
events.
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2. Library leadership staff regularly participate in MVLC Network meetings and committees.
3. Library leadership staff participate in state and national professional events located within
the New England area.
4. Hold four �/z day all-staff development days during the year.
5. Each staff member attend a minimum of 3 classes, workshops or webinars during the year.
• Leverage library services and the promotion of literacy through partnerships with other Town
departments and other organizations:
1. Hold quarterly meetings with other Town service departments, including, but not limited
to the Senior Center, the Youth Center, Veteran Services, and the Stevens Estate to
exchange information and find additional opportunities for joint action.
2. Increase coordination of information and marketing of events between the Town's service
departments by contributing to a single online community event calendar to give residents
one place to check for North Andover happenings. If such an online facility does not exist
today, work with the appropriate resources to develop the calendar tool where the Library,
the Senior Center, the Youth Center, Veteran Services, etc. can efficiently contribute their
department calendar information.
3. Hold quarterly joint events with the Senior Center. These events would be an art
workshop, a music program, a writing program, and a visit from a re-enactor, such as
"Teddy Roosevelt."
4. Coordinate the Library's summer programming with Youth Center, so events and
performers complement one another.
5. Develop additional projects with Youth Center, such as strengthening the reading
component of the Youth Center's summer camp offerings to promote summer literacy.
6. Continue to host visits to the Library from Youth Center groups, such as the Girls Service
Club and the Boys Service Club.
7. Continue to offer summer events in alternate locations, such as "Movies under the Tent"
at the Stevens Estate.
8. Continue to offer adult evening learning opportunities, such as the monthly Writers Group
and the annual NalloWriMo (National Novel Writers Month) and add at least one new,
similar offering in art, music or another area.
9. Identify and hold one event with an additional Town department this year, such as
Veterans Affairs or the Health Department.
• Leverage library services and the promotion of literacy through partnership with the North
Andover Public Schools (NAPS) district:
1. Work with the NAPS Superintendent and other key educational resources, such as the
High School Curriculum Coordinator, to maximize the Library's ability to be an adjunct
to the schools. Examples range from purchasing materials that support Massachusetts
curriculum plans to joint purchase of databases. (Joint purchasing of databases would
allow residents to access e-resources currently only available to residents with school-age
children.)
2. Hold quarterly or more often meetings of the Town's librarians, bringing together the
librarians and media specialists in NAPS and the Library.
3. Increase the number of school-class visits to the Library by 10% or more.
4. Increase the number of visits to schools by Stevens librarians by 10% or more.
5. Coordinate the Library's summer programming with all NAPS schools to strengthen
summer literacy efforts. Examples range from providing a supply of required reading
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materials in the Library, to assisting in the development of summer reading lists, to grade-
level book discussions.
6. Provide Library programs and activities for school-age children on the Wednesday early
release days.
• Continue with technology advancements to library services:
1. Delayed: Implement"Going Mobile" strategy with the installation of a discovery platform
for mobile devices that allows for integrated searching of the Library's collections and
databases as well as remote check out.
2. Untether Library staff from desks to move around the building to better serve patrons,
with additional benefits to facility safety and management.
3. Continue to expand the popular e-book collections through various sources including local
budget purchases.
4. Delayed: Install the first remote Library-materials dispenser in Town (like LibDispenser
or RedBox). Possible locations are the Senior Center and the Youth Center.
5. Delayed: Add another patron self-checkout station
• Continue repairs and improvements to the Library building:
1. Renovation of the public bathrooms.
2. Implement the library facility changes proposed by the Space Utilization Study, when it is
complete.
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Stevens Memorial Library Budget
2416 2416 ,
2414 2016 Dept, Town IlAgr [dollar, Pere6nt
xpense Line Item , , ACTUAL BUDGET
ET Reomm`d Change Change,,,,,,:
Personnel
Salaries-Full-Time $ 356,888 $ 362,639 $ 359,474 $ 359,474 $ (3,165) -0.9%
Salaries-Part-Time $ 219,028 $ 283,358 $ 302,403 $ 302,403 $ 19,045 6.7%
Overtime $ 9,156 $ 5,000 $ 5,000 $ 5,000 $ - 0.0%
Longevity $ 4,394 $ 4,393 $ 3,282 $ 3,282 $ (1,112) -25.3%
Sunday Time/Bonus $ 17,135 $ 13,000 $ 20,000 $ 20,000 $ 7,000 53.8%
Salary Reserve $ - $ - $ - $ - $ - #DIV/0!
Total: personnel Costs, $ 646,641 668,390" 690158 $ 690;166 21,766 $.3%
Expenses
Electricity $ 14,058 $ 23,000 $ 23,000 $ 23,000 $ - 0.0%
Heating Fuel $ 9,500 $ 9,000 $ 9,500 $ 9,500 $ 500 5.6%
Water $ 1,201 $ 1,500 $ 1,500 $ 1,500 $ - 0.0%
Repairs&Maintenance $ 6,467 $ 9,000 $ 9,000 $ 9,000 $ - 0.0%
Equipment Rental/Lease $ 1,605 $ 1,750 $ 1,850 $ 1,850 $ 100 5.7%
Contracted Services $ 39,180 $ 40,131 $ 40,967 $ 40,967 $ 836 2.1%
Software Licenses $ 6,673 $ 7,500 $ 10,000 $ 10,000 $ 2,500 33.3%
Telephone $ 861 $ 850 $ 900 $ 900 $ 50 5.9%
Postage Services $ 647 $ 500 $ 1,000 $ 1,000 $ 500 100.0%
Office Supplies $ 3,287 $ 4,000 $ 4,000 $ 4,000 $ - 0.0%
Materials&Supplies $ 3,821 $ 4,000 $ 4,000 $ 4,000 $ 0.0%
Building Repairs&Maintenance $ 16,358 $ 17,750 $ 17,750 $ 17,750 $ 0.0%
Vehicle Fuel $ 80 $ 100 $ 100 $ 100 $ 0.0%
Periodicals $ 6,972 $ 8,000 $ 8,500 $ 8,500 $ 500 6.3%
Books $ 101,742 $ 100,000 $ 105,000 $ 105,000 $ 5,000 5.0%
AV/Electronic Materials $ 39,527 $ 40,000 $ 45,000 $ 45,000 $ 5,000 12.5%
Uniforms&Clothing $ 1,750 $ 1,875 $ 2,125 $ 2,125 $ 250 13.3%
Auto Mileage $ 498 $ 500 $ 500 $ 500 $ - 0.0%
Equipment Technology-Replacement $ 600 $ 2,500 $ - $ - $ (2,500)
Total: Expense Costs $ '' 254,826 $ 271,956 $ 284,692 $ 284,692 $ 12,736 4.7%
Total: Library Costs $ ? 861,428 $ 940;346 $ 974,854` $ 974,860" $ 344544 3.7%
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Stevens Memorial Library Personnel Listing
FY14 FYI FY16
STAFF STAFF STAFF VARIANCE
Department Title POS. POS. POS. +/(-)
Library Director 1 1 1 0
Assistant Director 1 1 1 0
Reference Librarian 1.5 1.7 1.8 0.09
Assistant to Youth Services 0.7 0.7 0.5 -0.22
Library Assistant 1 1 2.8 1.8
Head of Reference 1 1 1.0 0
Adult Library Assistant 0.7 0.7 0.7 -0.03
Cr.Library Assistant 1.7 1.7 1.0 -0.7
Head of Circulation 1 1 1.0 0
Senior Custodian 1 1 1.0 0
Part Time Custodian 0 0.3 0.3 0.02
Professional Librarian 0.5 2 0.0 -2
Head of Youth Services 1 1 1.0 0
Department Assistant 0 0.0 0.3 0.32
Assistant Childrens Librarian 0 0.0 0.5 0.51
Technical Sery&Ref Librarian 0 0.0 0.5 0.48
Total 12.1 14.1 14.4 0.3
Auditing
zols
2014 2015 2016 Town Mgr Dollar Percent
Expense Line Item 'ACTUAL, BUDGET Dept Bequest Reoomnfd ' 'Change, Change,
Expenses
Auditing Services 57,580 59,000 55,000 $55,000 (4,000) -6.8%
Total: Expense Casts $57,680 $59,000 $56,000 $551000 44,000 6.81/a
Total: Auditing Costs $57,580 $58,000., $56,000 $561000 44,000 6.81/a
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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 construction bid documents for the construction of a new Central Fire Station.
• Issued Request for Qualifications for both the Owner's Project Manager and Design Services to
convert the former fire station into offices for the Community Development Division.
• 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
FY16 GOALS
• To issue construction bid documents to convert the former fire station into offices for the
Community Development Division by October 31, 2015.
• To issue Request for Qualifications for both the Owner's Project Manager and Design Services
for improvements to Public Works garage site and offices by December 31, 2015.
• 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 (throughout fiscal year).
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Purchasing Budget
2016 2116
2014 2015 Dept Town Mgr Dollar Percent
Expense Line Item ACTUAL', BUDGET Requested Recmm'd 'Change Change
Personnel
Salaries, Full-Time $ 47,520 $ 47,520 $ 48,351 $ 48,351 $ 831 1.7%
Longevity $ 413 $ 413 $ 413 $ 413 $ - 0.0%
Salary Reserve $ - $ - $ - $ - $ -
Total: Personnel Costs, 47;$32 $ 47,$33 $ 48,764 $ 48,764 $ i 831 1.7°h
Expenses
Advertising $ 208 $ 500 $ 500 $ 500 $ - 0.0%
Training &Education $ 300 $ 400 $ 250 $ 250 $ (150) -37.5%
Postage $ 53 $ 250 $ 250 $ 250 $ - 0.0%
Office Supplies $ 225 $ 200 $ 200 $ 200 $ - 0.0%
Auto Mileage $ 165 $ 200 $ 125 $ 125 $ (75) -37.5%
Dues&Subscriptions $ 175 $ 175 $ 50 $ 50 $ (125) -71.4%
Other Charges&Expense $ 61 $ 125 $ 125 $ 125 $ - 0.0%
Total: Expense Costs ' 1,187 $ 1,860 $ 1,00 $ 1,600 $ ;(350) -18.9"h
Total: Purchasing Costs, $ 49,119! $ 49,7$3 $ 50,264 $ 50,264 $ 481 1.0%%
Purchasing Personnel Listing
FY14 FYI FY16
STAFF STAFF STAFF VARIANCE
Department Title POS. POS. POS. +/(-)
Purchasing Director 0.5 0.5 0.5 0
Total 0.5 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; and network security,
reliability and continuity for all Municipal & School operations.
SIGNIFICANT CHANGES
The department oversaw the complete rebuild of the network core, replacement of all municipal edge
switch equipment, and substantial increases to Internet bandwidth. Following an extended vacancy
the department hired a network manager, but faces a new vacancy with the departure of the director.
PRIOR YEAR ACCOMPLISHMENTS
• Rebuilt enterprise network core
• Replaced municipal edge switch devices
• Began implementation of Munis unified financial system
• Implemented redundant Internet services, increasing bandwidth from 50 to 500MB
• Facilitated implementation of enterprise wireless solution in all schools
• Evaluated feasibility of cloud-based productivity solution
FY16 GOALS
• Complete transition to Munis financial system by June 30, 2016
• Implement cloud-based productivity solution, if approved, by June 30, 2016
• Complete transition of radio transmission lines to fiber optic network, if approved, by June 30,
2016
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Information Technology Budget
2016 2016
2014 ?015 Dept Town Mqr Dollar percent'
Expense Line Item ACTUAL - BUDGET Requested flecmin`d Change � Change
Personnel
Salaries, Full-Time 417,877 463,877 467,130 467,130 3,253 0.7%
Salaries-Part Time - 7,000 7,000 7,000 - 0.0%
Longevity 1,050 1,050 2,625 2,625 1,575 150.0%
Salary Reserve - - - - -
Total: personnel Costs, $418,927 $471,927 $474,166', $476,755, $4,828 ' '.0°h'
Expenses
Network 102,316 118,000 130,000 130,000 12,000 10.2%
Repairs&Maintenance 17,850 20,000 20,000 20,000 - 0.0%
Outside Professional Service 179,419 422,164 300,845 300,845 (121,319) -28.7%
Advertising 830 - - - -
Software Licenses 57,316 68,900 101,000 101,000 32,100 46.6%
Training &Education 269 18,000 18,000 18,000 - 0.0%
Telephone 32,635 32,000 32,000 32,000 0.0%
Office Supplies 174 1,500 1,500 1,500 0.0%
Auto Mileage 1,875 2,500 2,500 2,500 0.0%
Dues and Subscriptions 100 300 300 300 0.0%
Equipment Technology-Replacement 187,909 140,000 60,000 60,000 (80,000) -57.1%
Total: Expense Costs, $580,893 $823,384 8666;145, $666;145 , -$157,219 19.1°h
Total: InfdrmationTechnology Costs $999,620 $1,295,291 $1;142,6010 $1,142,900 41,52;391 -11.8%
Information Technology Personnel Listing
FY14 FYI FY16
STAFF STAFF STAFF VARIANCE
Department Title POS. POS. POS. +/(-)
Information Technolog IT Director Town 1 1 1 0
IT Director- School 1 1 1 0
Network Engineer 1 1 1 0
IT Systems Support 5 5 5 0
Total 8 8 8 0
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FA CILI TIES MANA GEMENT
MISSION STATEMENT
Facilities Management provides safe, functional and efficient building facilities for municipal and
educational operations.
SIGNIFICANT CHANGES
The Building Maintenance Supervisor position has provided a "town wide" consolidated approach to
facilities management to include;
• Field operations
• Quality control
• Contractor/vendor coordination & scheduling
• Mechanical systems oversight
• Efficiencies in procurement & mechanical systems management
PRIOR YEAR ACCOMPLISHMENTS
• Completion of town wide ESCo project to include all energy conservation measures (ECM's)
included in the Investment Grade Audit. (IGA).
• Implementation of EMS (Energy Management System)
• Participation in the design review and construction oversight on building projects to include;
1. Stevens Estate: Roof repairs
2. Kittredge School: gymnasium addition
3. School administration facility
4. Scholfield Mill: Stabilization &weatherization
5. New Central Fire Station
• Provide project management for"self performing" projects;
1. Stevens estate;
• Garage remodeling for Emergency Mgt.
• attic insulation
• Plant House demolition
• Fire alarm system modifications
2. Town Hall: IT head end room AC system
3. NAMS: new SPED classroom (C101) construction
4. Atkinson School:
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• new Kindergarten classroom construction
• academic wing flooring replacement
5. NAHS: IT head end room AC system replacement
6. Asbestos abatement: Atkinson, Kittredge, Franklin schools & Stevens Estate
7. Franklin;
• front entrance driveway/sidewalk modifications
• removal of USTs
• Hot water tank replacements; Atkinson, Sargent & Thompson schools
• Implement electronic document storage system for facilities to include;
1. testing & certifications
2. facility drawings
• Provided a responsive resource to building occupants/stakeholders in the identification
/investigation/resolution of building related issues.
• Consolidation procurement & management of building systems testing, certification,
preventive maintenance and management to include;
1. Elevators
2. Fire alarm
3. Fire prevention
4. Emergency Generator
5. boiler
FY16 GOALS
• Complete utilization of EMS to provide;
1. Energy savings
2. Operational efficiency
3. Local schedule control
4. Timely diagnosis and response to system problems
5. Continued education/training regarding energy efficiency
6. Periodic check of energy savings & check on IGA
• Procurement of FCA (Facilities Condition Assessment) to include;
1. Identification & document present condition of building elements
2. Prioritized list of recommended repairs, upgrades, deficiencies, remaining service life
by type/category
3. Provide asset " inventory"
4. Forecast repair/replacement cost estimates
• Monitor roofing systems performance by implementing MIIA (or similar) roof inspection
program, educate & train facility/custodial staff regarding roofing maintenance and procure town
wide roofing repair and maintenance contractor.
- 191 -
• Improve building project performance by use of facilities department as a project resource.
Implement effective project management to include planning, feasibility, budgeting,
prioritization, coordination and quality control, and continued use of"self-performing" delivery
method for small projects.
• Increased use of outsourced contractors and service providers.
• Implement a consolidated building maintenance program to provide a more streamlined and cost
efficient response to facility needs by expanded use of existing facility maintenance software
(School Dude) to include municipal facilities and a rollout of a preventive maintenance program
using existing and new software
• Planned replacement/upgrade of building components on a timely basis to address "end of service
life" issues and to avoid emergency procurements.
• Participation in the implementation of Facilities Master Plan.
• Continued weatherization of building facilities to include roofing, insulation, and waterproofing.
• Procure and implement consolidated HVAC maintenance program through outsourced vendor(s).
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Facilities Budget
1.0i6 201$
2914 2016 Dept Town Mgr: Dollar Percent,
Expense Twine Item ACTUAL ', ' BUDGET Roquested Roomm`d Change Change,
Personnel
Salaries, Full-Time 159,233 159,233 162,019 162,019 2,786 1.7%
Seasonal Help - - - - -
Longevity
Salary Reserve - - - -
Total: Personnel Costs $169,2$3 $169,233 $162,019 $162,019 $2,786 1.7%
Expenses
Advertising $ 317 $ 250 $ 1,750 $ 1,750 1,500 600.0%
Contract Services $ 16,713 $ 50,000 $ 50,000 $ 50,000 - 0.0%
Training &Education $ 721 $ 1,500 $ 1,500 $ 1,500 - 0.0%
Telephone $ 690 $ 1,000 $ 1,500 $ 1,500 500 50.0%
Postage $ 110 $ 250 $ 250 $ 250 - 0.0%
Office Supplies $ 210 $ 250 $ 500 $ 500 250 100.0%
Materials and Supplies $ 4,026 $ 250 $ 500 $ 500 250 100.0%
Printing and Forms $ 273 $ 500 $ 500 $ 500 - 0.0%
Building Repairs and Maintenance $ 12,490 $ 25,000 $ 30,000 $ 30,000 5,000 20.0%
Vehicle Fuel $ 526 $ 1,000 $ 750 $ 750 (250) -25.0%
Auto Mileage $ - $ 250 $ 250 $ 250 - 0.0%
Dues&Subscriptions $ 210 $ 500 $ 500 $ 500 - 0.0%
Other Charges&Expense $ 1,179 $ 2,500 $ 3,000 $ 3,000 500 20.0%
Capital Outlay $ 39,522 $ 50,000 $ 50,000 $ 50,000 - 0.0%
Total: Expense Costs, $76,987 $133,250 $141,000 $141,000 $7,750 6.80/0;
Total: Facilities Costs $236,220 $292,483 $303,019 $303,019 $10,536 3.6%
Facilities Personnel Listing
FY14 FY14 FY16
STAFF STAFF STAFF VARIANCE
Department Title POS. POS. POS. +/(-)
Facilities Director 1 1 1 0
Maintenance Facility Manager 1 1 1 0
Total 2 2 2 0
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EDUCATION
MISSION STATEMENT
The mission of North Andover Public Schools is to cultivate a respectful community of engaged
learners, insightful thinkers, and effective communicators.
The assessment for the Education Department is set in large part by the Education Reform Act of
1993 and subsequent laws related to Education Reform.
The total FY16 Recommended School Budget of$ 43,612,479 represents an increase of$1,474,818
or 3.5% from FY15. 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
2016 2015
2014 2416 Dept Town Mgr Dollar Percent
Expense Line Item . ACTUAL, BUDdtT' Requested FtecmrWd Change, Change
Personnel
Salaries $ 30,247,202 $ 31,640,487 $ 33,393,785 $ 33,393,785 $ 1,753,298 5.5%
Total: Personnel Costs, $ 30,247,202 $, 31,640,4$7 $ 33;393;786 33,$93;786 , 1,763,298 ! 6.6%
Expenses
Expenses $ 9,614,475 $ 9,817,174 $ 10,218,694 $ 10,218,694 $ 401,520 4.1%
All Day Kindergarten $ - $ 680,000 $ - $ - $ (680,000) -100.0%
Total Expense Education , 39;801,077 $ 42,137,661 43,012;475, $ 43,012,47,9, $ 1,4,74,818 3.6'x/0'
Special Education Reserve $ $ 175,000 $ $ - $ (175,000) -100.0%
Regional Vocational Tech School $ 259,779 $ 293,066 $ $ 367,798 $ 74,732 25.5%
Essex County Agricultural School $ - $ - $ 90,000 $ 90,000 $ 90,000
Total Assessments $ 269,779 $ 408,090 $ 90,000 467;798 $ (10,208) 2.2%
Total: Edocatlon $ 43,121,45$, $, 42,605,727 $ 43;742;479, 44,Q70,277 $ 1,404,$64 3.4°70`
TOWN OF NORTH ANDOVER
EDUCATION POSITION LIST COMPARISON
REQUESTED
FY14 FYI FY16
EDUCATION STAFF STAFF STAFF VARIANCE
DEPARTMENTS POSITIONS POSITIONS POSITIONS +/(-)
Administrative Assistants 19.5 19.5 19.5 0
Paraprofessionals and Aides 104.1 102.2 103.2 1
Teachers and Other Professionals 303.6 304.8 307.1 2.3
Nurses 8.8 8.8 8.8 0
Custodians and Maintenance 26.7 26.7 26.7 0
School Administration 12 12 12 0
District Administration 4 4 4 0
Grand Total 478.70 478.00 481.30 3.30
(1) Special Education teacher for an elementary program
(1)Paraprofessional for the same program
(1) 6th Grade teacher at the Middle School
(30) Guidance Counselor at the High School to meet increased enrollment
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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 Board of Selectmen accepted MGL Chapter 32b, Section 21-23, which allowed the Town the
ability to transfer over to the Group Insurance Commission (GIC) effective January 1, 2014. The
GIC offers the choice of the various HMO, PPO, HMO type, PPO type, indemnity, non-Medicare
eligible (under 65) and non-Medicare eligible(over 65)plans.
As of January 1, 2015 a total of 941 employees and retirees were enrolled in one of the Town's
health insurance plans.
The Town and the Public Employee Committee(PEC)have executed an agreement which will define
health insurance benefits for a six year period. The Town expects significant savings during the next
several years as a result of this agreement.
Health Insurance/Property Insurance
2416
2013 2014 2015 Town'Aigr Dollar Percent
Expense,Line Item ACTUAL,' ACTUAL BUDGET Reemm d —Change Change,
Expenses
Health Insurance $ 10,242,904 $ 10,547,403 $ 9,846,537 $ 10,202,420 $355,883
Total Health Insurnace $ 10,242,904 $ 10,547,403 $ 9,846,537 $ 10,202,420 $355,883 3.6%
Property&Casualty Insurance $ 290,896 $ 301,405 $ 422,925 $ 444,071 $ 21,146
Total Property&Casualty Insurance $ 290,896 $ 301,405 $ 422,925 $ 444,071 $ 21,146 5.0%
Total: Health Property Insurance
Expenses $' 10,533,804 ' 10,846,603 ' 10,269,462 ' 10,646,491 $377,629 3.1%
The rates in the chart below are the actual rates for FYI as of July 1, 2014.
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GIC HEALTH INSURANCE RATE CHART FOR ACTIVE EMPLOYEES
Individual Cost
Hired before January 1, 2013
Number of
Rate Total Employee Town Active
Health Plan Plan type Split Cost Share Share Enrollees
Fallon Community Health Plan Direct HMO 25/75 $ 483.21 $ 120.80 $ 362.41 6
Fallon Community Health Plan Select HMO 25/75 $ 615.39 $ 153.85 $ 461.54 3
Harvard Pilgrim Independence Plan PPO 25/75 $ 686.12 $ 171.53 $ 514.59 33
Harvard Pilgrim Primary Choice Plan HMO 25/75 $ 548.89 $ 137.22 $ 411.67 18
Health New England HMO 25/75 $ 481.89 $ 120.47 $ 361.42 0
NHP Care HMO 25/75 $ 465.41 $ 116.35 $ 349.06 9
Tufts Health Plan Navigator PPO 25/75 $ 619.87 $ 154.97 $ 464.90 77
Tufts Health Plan Spirit HMO Type 25/75 $ 500.37 $ 125.09 $ 375.28 6
Unicare State Indemnity Plan/Community Choice IPPO Type 1 25/75 1 $ 456.68 1 $ 114.17 1 $ 342.51 1 6
Unicare State Indemnity Plan/Plus IPPO Type 1 25/75 1 $ 656.90 1 $ 164.23 1 $ 492.68 1 6
Rate Total Employee Town Number of
Health Plan Plan type Split Cost Share Share Enrollees
Unicare State Indeminity Plan/Basic with CIC 11ndeninity 1 50/50 1 $ 936.24 1 $ 468.12 $ 446.92 468.12 0
Unicare State Indem inity Plan/Basic Without CIC Indemnity 50/50 $ 893.83 $ 446.92 $ 0
Individual Cost
Hired after January 1, 2013
Rate Total Employee Town Number of
Health Plan Plan type Split Cost Share Share Enrollees
Harvard Pilgrim Independence Plan PPO 35/65 $ 686.12 $ 240.14 $ 445.98 1
Tufts Health Plan Navigator PPO 35/65 $ 619.87 $ 216.95 $ 402.92 6
Unicare State Indemnity Plan/Community Choice PPO Type 35/65 $ 456.68 $ 159.84 $ 296.84
Unicare State Indemnity Plan/Plus PPO Type 35/65 $ 656.90 $ 229.92 $ 426.99
GIC HEALTH INSURANCE RATE CHART FOR ACTIVE EMPLOYEES
Family Cost
Hired before January 1, 2013
Rate Total Employee Town Number of
Health Plan Plan type Split Cost Share Share Enrollees
Fallon Community Health Plan Direct HMO 25/75 $ 1,159.70 $ 289.93 $ 869.78 6
Fallon Community Health Plan Select HMO 25/75 $ 1,476.92 $ 369.23 $ 1,107.69 4
Harvard Pilgrim Independence Plan PPO 25/75 $ 1,674.20 $ 418.55 $ 1,255.65 82
Harvard Pilgrim Primary Choice Plan HMO 25/75 $ 1,339.36 $ 334.84 $ 1,004.52 50
Health New England HMO 25/75 $ 1,194.71 $ 298.68 $ 896.03 1
NHP Care HMO 25/75 $ 1,233.34 $ 308.34 $ 925.01 2
Tufts Health Plan Navigator PPO 25/75 $ 1,497.60 $ 374.40 $ 1,123.20 200
Tufts Health Plan Spirit HMO Type 25/75 $ 1,206.01 $ 301.50 $ 904.51 15
Unicare State Indemnity Plan/Community Choice PPO Type 25/75 $ 1,095.99 $ 274.00 $ 821.99 1 14
Unicare State Indemnity Plan/Plus PPO Type 25/75 $ 1,567.69 $ 391.92 $ 1,175.77 6
Rate Total Employee Town Number of
Health Plan Plan type Split Cost Share Share Enrollees
Unicare State Indeminity Plan/Basic with CIC linderimity 1 50150 1 $ 2,185.22 1 $ 1,092.61 1 $ 1,092.61 1 3
Unicare State Indeminity Plan/Basic without CIC 11ndemnity 1 50150 1 $ 2,086.85 1 $ 1,043.43 1 $ 1,043.43 1 0
Family Cost
Hired after January 1, 2013
Rate Total Employee Town Number of
Health Plan Plan type Split Cost Share Share Enrollees
Harvard Pilgrim Independence Plan PPO 35/65 $ 1,674.20 $ 585.97 $ 1,088.23
Tufts Health Plan Navigator PPO 35/65 $ 1,497.60 $ 524.16 $ 973.44 1
Unicare State Indemnity Plan/Community Choice PPO Type 35/65 $ 1,095.99 $ 383.60 $ 712.39
Unicare State Indemnity Plan/Plus PPO Type 35/65 $ 1,567.69 $ 548.69 $ 1,019.00
GIC HEALTH INSURANCE RATE CHART FOR RETIREE'S
Non Medicare Eligible(under 65 yrs)
Individual Cost
Total Number of Rate Split
Health Plan Plan type Cost Enrollees 10/90 14/86 15/85 18.3/81.7 21.6/78.40 25/75135/65 50/50
Fallon Community Health Plan Direct HMO $ 483.21 1 1
Fallon Community Health Plan Select HMO $ 615.39 4 2 1 1
Harvard Pilgrim Independence Plan PPO $ 686.12 1 1
Harvard Pilgrim Primary Choice Plan HMO $ 548.89 5 3 1 1
Health New England HMO $ 481.89 0
NHP Care HMO $ 465.41 2 2
Tufts Health Plan Navigator PPO $ 619.87 6 1 4 1
Tufts Health Plan Spirit HMO Type $ 500.37 4 3 1
Unicare State Indemnity Plan/Community Choice PPO Type $ 456.68 50 2 45 2 1
Unicare State Indemnity Plan/Plus PPO Type $ 656.90 6 1 1 1 5
Total Number of Rate Split
Health Plan Plan type Cost Enrollees 10/90 14/86 15/85118.3/81.7121.6/78.40125/75135/65 50/50
Unicare State Indeminity Plan/Basic with CIC 11ndemnity 1 $ 936.24 1 3 ___+_I 2 1 1 1 1
Unicare State Indeminit Plan/Basic without CIC 11ndemnity 1 $ 893.83 1 0
Non Medicare Eligible(under 65 yrs)
Family Cost
Total Number of Rate Split
Health Plan Plan type Cost Enrollees F 10/90 14/86 15/85 18.3/81.7 21.6/78.40 25/75 35/65 50/50
Fallon Community Health Plan Direct HMO $ 1,159.70 3 2 1
Fallon Community Health Plan Select HMO $ 1,476.92 10 10
Harvard Pilgrim Independence Plan PPO $ 1,674.20 3 3
Harvard Pilgrim Primary Choice Plan HMO $ 1,339.36 9 2 7
Health New England HMO $ 1,194.71 0
NHP Care HMO $ 1,233.34 3 1 2
Tufts Health Plan Navigator PPO $ 1,497.60 8 1 7
Tufts Health Plan Spirit HMO Type $ 1,206.01 0
Unicare State Indemnity Plan/Community Choice PPO Type $ 1,095.99 18 16 2
Unicare State Indemni Plan/Plus IPPO Type 1 $ 1,567.69 1 4 1 4
Total Number of Rate Split
Health Plan Plan type Cost Enrollees 10/90 114/86115/85118.3/81.7121.6/78.40125/75135/65150/50
Unicare State Indeminity P1anBasic with CIC Indemnity $ 2,185.22 1 1 1
Unicare State Indeminit Plan/Basic without CIC 11ndemnity 1 $ 2,086.85 1 0
GIC HEALTH INSURANCE RATE CHART FOR RETIREE'S
Medicare Eligible(over 65 yrs)
Total Number of Rate Split
Health Plan Plan type Cost Enrollees 10/90 14/86 15/85 18.3/81.7 21.6/78.40 25/75 35/65 50/50
Fallon Senior Plan Medicare $ 290.79 5 5
Harvard Medicare Senior Plan Medicare $ 394.79 30 1 29
Tufts Med Comm Senior Plan Medicare $ 348.39 9 9
Tufts Med Preferred Senior Plan Medicare $ 266.56 12 1 6 5
Unicare OME w/CIC IMedicare 1 $ 379.45 1 265 16 1OLL 1 1 147
N
0
0
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.
Retirement Budget
2016
2013 2014 2415 Town M4r . Dollar . Percent
Expense Une Item ACTUAL ACTUAL $UDOeT ReemnM 'Change . Change
Expenses
County Retirement $ 3,186,990 $ 3,442,269 $ 3,759,115 $ 4,071,413 $ 312,298 8.3%
Taal RetirtmentCost, $ 8,186,990, $ 1,442,269, $, t,759,1 16' $ 4,1171,41$ $ 812,298 8.811a
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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 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.
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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 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.
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 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
2016
2013 2014 2015' Town Mgr Dollar Percent
Erxpense Dine Item ACTUAL ACTUAL', thahp,,
Proj6cts
Mosquito Control $ 90,159 $ 91,372 $ 91,677 $ 91,677 $ - 0.0%
Special Education $ 7,155 $ 11,769 $ 12,004 $ 12,004 $ - 0.0%
Retired Muncipal Teachers $ 1,316,435 $ 755,578 $ - $ - $ -
Air Pollution Control $ 8,819 $ 9,251 $ 9,195 $ 9,195 $ - 0.0%
Regional Transit Authorities $ 184,305 $ 185,776 $ 185,331 $ 185,331 $ - 0.0%
RMV Non Renewal Surcharge $ 17,280 $ 18,580 $ 18,580 $ 18,580 $ - 0.0%
School Choice Assessment $ 14,068 $ 5,000 $ 5,000 $ 5,000 $ - 0.0%
Charter School Assessment $ 75,544 $ 140,003 $ 138,522 $ 138,522 $ - 0.0%
Essex County Agricutural Tech $ 74,850 $ 37,659 $ 80,073 $ - $ (80,073) -100.0%
Total: DirectExpense... 1,78$
Non-Departmental Budget
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Finance Committee
2016
2414 2015 Town Mgr Dollar Percent
Expense Line Item Actual Budget Recmm'd Chance Change
Expenses
Advertising $ - $ 45 $ 50 $ 5 11.1%
Dues/Memberships & Subscriptions $ 333 $ 326 $ 350 $ 24 7.4%
Other Charges and Expense $ 76 $ 424 $ 395 $ (29) -6.8%
Total: 'Expense Costs $ 409 $ 795 $ 795 $ 0i0%
Total: Rnarxce Committee Costs $ 409 $ 795 $ 195 0.0°l0
Legal
2016 2016
2014 2015 Dept Town Mgr Dollar Percent
Expense Line Item ACTUAL., , BUDGET Requested Aecmm'd Change Change,
Expenses '
Legal Services $ 100,049 $ 165,000 $ 165,000 $ 152,000 $ (13,000) -7.9%
Total Expense Costs, $100,049 $165,000 $165,040 $162,000 (' 3,400) -7;9°h;
Taal: Legal Services Costs, $100,049 $165,400 $165,000 $152,000 (13,400)
Unclassified- Shared Cost
2016
2013 2014 2015 Town Mgr: Dollar Percent'
Expense Line Item ACTUAL ACTUAL Budget Reemmd Change . Change
Expenses
Workers Compensation $ 248,669 $ 271,426 $ 313,820 $ 351,478 $ - 12.0%
Unemployment $ 55,406 $ 102,434 $ 150,000 $ 100,000 $ (50,000) -33.3%
Medicare-Town $ 175,308 $ 184,923 $ 205,000 $ 210,000 $ 5,000 2.4%
Medicare-School $ 428,675 $ 446,054 $ 430,000 $ 440,000 $ 10,000 2.3%
Police and Fire Accident Insurance $ 100,104 $ 46,933 $ 115,000 $ 123,500 $ 8,500 7.4%
Total: Unclassified 1,008,161 $' 1,051„774 $' 1,213,620 $' 1,224,976 '(26,500) 0.9"l0'
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Capital and Reserves
2, 011 a 2014 2016, Town Mgr 00IIAr Pe�cent,
Expense W4 Item ACTUAL , ACTUAL, BUW8T, KbompVc! ' 'dhaqg
Expenses
Transfer hzStabilization $ 850.000 $ ' $ 625.000 $ 64.412 $ (560.588) -80.7%
Transfer hz Capital Stabilization $ 238.000 $ ' $ 213.000 $ 213.000 $ ' 0.0%
Snow and Ice Deficit $ ' $ ' $ 165.000 $ ' $ (165.000) '100.096
Transfer hz Capital Projects $ ' $ ' $ 223.500 $ ' $ (223.500) '100.0%
Transfer hz Special Education Stabilization $ ' $ ' $ ' $ 750.000 $ 750.000 0.096
Reserve for 27thPayroll $ ' $ ' $ ' $ 408.348 $ 408.348 0.096
Overlay $ 629.707 $ 564.134 $ 550.000 $ 550.000 $ ' 0.096
Total': Unclassified t 11,717,707 $ 664j134 $ 1,776,600 $ 1,986,760 $ 209,260 11.8%
ENTERPRISE FUNDS
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DIVISION OF PUBLIC WORKS - WATER DEPARTMENT
MISSION STATEMENT
The mission of the Water Department is to provide the highest quality drinking water by maintaining
the Town's water supply, Lake Cochichewick, and by optimally operating the drinking water
treatment plant, which delivers an average daily consumption of 3.2 million gallons and a yearly total
of over a billion gallons. The Water Treatment Plant Personel also operate and maintain five (5) high
lift water booster stations and three(3)water storage tanks.
SIGNIFICANT CHANGES
The Water Treatment Plant lost one of its operator to retirement while acquiring a new operator.
PRIOR YEAR ACCOMPLISHMENTS
• As part of an Energy Services Contract (ESCo), a new roof was installed and the HVAC system
was replaced at the Water Treatment Plant (WTP). These projects were funded through both
capital funds and the energy efficiency that will be realized over future years.
• Replaced two variable frequency drives (VFDs) for one (1) raw water and one(1) finish water
pump that have reached their life expectancy.
• At the WTP, enclosers have been fabricated for the outside flocculation and sedimentation tanks
so that all mixers will no longer be exposed to the elements. All gear box motors for the
sedimentation and flocculation tanks have been repaired or replaced.
• Two tanks which hold 3,200 gallons each of process chemicals had to be taken out of service
after an inspection found that they had minor leaks. These fiberglass tanks was relined giving the
Department several more years of use before a total tank replacement will be required.
• WTP operators successfully replaced Ozone electrodes and associated parts in one of the ozone
generators thus having the back-up generator totally ready for any emergencies.
• The Bradford Standpipe was cleaned and some small areas were repaired that had corroded.
• The Town went out to bid to replace over 40 electrical actuators that operate the opening and
closing of the valves associated with the plant's eight carbon filters. This was accomplished
during the winter while the plant was at its lowest flow output.
• All outdoor lamps at the Water Treatment Plant were changed to LEDs for energy efficiency
along with the outside foyer light which now shines through a new Town seal in the peak of the
foyer.
• The Water Booster Station on Empire Drive was accepted by the Town.
-2ii -
• A flag pole was erected at the WTP site in memory of the Marathon Bombing and a new sign was
installed welcoming everyone to the North Andover Water Treatment Plant.
• The Water Distribution Crew flushed all public hydrants in FY15. As a result of the program,
nine (9)hydrants were found to be inoperable and were repaired.
• Five Hundred and fourteen (514) meters were replaced by a combination of the Phase V Meter
Replacement Contractor and DPW personnel.
• Ten (10) water main breaks were repaired.
FY 16 GOALS
• Begin the process at the WTP to upgrade and replace the process control computer system that
runs the drinking water plant by September 2015.
• Complete the emergency power upgrade so that all the raw water and finish water pumps will be
on the emergency back-up generator at the WTP by September 2015.
• Working with National Grid to replace the indoor lighting with energy efficient LED at the Water
Treatment Plant by May 2016
• Design,permit, bid and construct the extension of new 12-inch ductile iron water main on
Chestnut Street from Peachtree Lane to the Rosemont Drive Pump Station; take out of service,
demolish, and abandon the existing Rosemont Booster Pump Station, which will eliminate
operational costs; and conduct hydrant flow testing on Ridge Way, Skyview Terrace, and
Rosemont Drive when job is complete by June 1, 2016.
• Demolish the North Pumping Station, which is the abandoned brick building on Rt. 133, Great
Pond Road, adjacent to the boat ramp to be completed by June 2016
• Replace aging chemical tanks throughout the plant over the next several years while bringing the
areas up to new safety standards. Work has begun on two tanks which should be completed by
Spring 2015. The next aspect of replacing tanks will begin in FY15 and will not be completed
until the Spring of FY19.
• There are projects, which will be in the planning/preliminary design phase in FY 15 and FY 16.
We plan to use a combination of CIP and budget money to refine future CIP requests for
construction and implementation of upgrades that will modernize the plant, increase capacity
without major expansion, and reduce operating costs well into the future. The process will be
completed in Fall of 2016 to be able to update future CIP requests. These projects are:
o Upgrades to the Ozone System to decrease the energy cost of ozone production, while
increasing the size of the detection tank.
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• Increase the number of baffles in the Clearwell to increase the contact time with the
disinfectant and chlorine.
• Expand the backwash tank and the addition of a new sludge collection system to make
our dewatering process more effective allowing us to recycle more while sending less
into the sewer collection system.
• Plan to expand the high service area on Empire Drive into Chestnut Street, Marian Drive, and
Evergreen Drive to increase water pressure and hydrant flow rates by September 1, 2015.
• Design improvements to two Water System Interconnections with Andover by May 1, 2016.
• Flush all public hydrants by November 15, 2015.
• Update Water Distribution System Maps by June 1, 2016.
• Replace 50 old meters by June 15, 2016.
• Replace ten old hydrants by June 30, 2016.
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WATER ENTERPRISE FUND BUDGET
LINE ITEM
2014 2015 2016 2016 Dollar Percent
ACTUAL BUDGET Dept Request Town Mgr Change Change
Recomm'd
Personnel
Salaries- Full-Time 801,742 821,852 846,797 846,797 24,945 3.0%
Salaries- Part-Time 6,225 5,000 5,150 5,150 150 3.0%
Overtime 61,155 50,000 51,500 51,500 1,500 3.0%
Longevity 1,681 1,344 781 781 (563) -41.9%
Announcement of Retirement - 18,482 - - (18,482) -100.0%
Salary Reserve - - - 36,371 36,371
Total: Personnel Costs $870,803 $896,678 $904,228 $940,600 $43,922 4.9 1/6'
Expenses
Electricity 308,065 520,000 538,200 538,200 18,200 3.5%
Heating Fuel 13,511 80,000 80,000 80,000 - 0.0%
Engineering 6,200 13,000 17,000 17,000 4,000 30.8%
Repairs&Maintenance 191,089 153,000 160,000 160,000 7,000 4.6%
Laboratory 19,348 25,000 28,000 28,000 3,000 12.0%
Advertising 737 1,500 1,000 1,000 (500) -33.3%
Contracted Services 83,491 98,000 105,000 105,000 7,000 7.1%
Training &Education 4,823 13,700 9,500 9,500 (4,200) -30.7%
Telephone 6,456 10,000 10,450 10,450 450 4.5%
Postage Services 672 3,500 3,000 3,000 (500) -14.3%
Storm Water Permitting Mandate 16,929 45,000 45,000 45,000 - 0.0%
Outside Detail 5,940 7,400 8,800 8,800 1,400 18.9%
Office Supplies 5,557 5,000 6,300 6,300 1,300 26.0%
Materials&Supplies 65,354 99,100 94,500 94,500 (4,600) -4.6%
Vehicle Fuel 15,610 14,000 15,000 15,000 1,000 7.1%
Chemicals 110,675 197,000 205,000 205,000 8,000 4.1%
Uniforms&Clothing 8,073 8,100 8,400 8,400 300 3.7%
Auto Mileage 798 200 215 215 15 7.5%
Dues/Memberships&Subscriptions 2,219 2,200 2,300 2,300 100 4.5%
Other Charges&Expenses 16,660 12,900 36,500 36,500 23,600 182.9%
Capital Outlay>$5,000 117,263 160,000 167,000 167,000 7,000 4.4%
Vehicle 4,450 20,219 - - (20,219) -100.0%
Subtotal:Expense costs $1,003,920 $1,488,819 $1,541,165 $1,641,166 x$62;346` 1.6%
Debt Service
Principal Long Term 1,166,448 1,208,864 828,506 828,506 (380,358) -31.5%
Interest Long Term 187,925 161,424 117,665 117,665 (43,760) -27.1%
MWPAT Principal 251,505 256,586 261,770 261,770 5,184 2.0%
MWPAT Interest 84,600 79,519 74,335 74,335 (5,184) -6.5%
Transfers to Capital Projects - 600,000 635,000 635,000 35,000 5.8%
Indirects 878,741 900,710 923,227 923,227 22,517 2.5%
Total: Expense Costs $3,$73,139 $4,695,923 $4,381,668 $4,381,668 -$314,264 -6.7%
Total: Water Dept. Costs $4,443,942 $$,692,600 $5,285,897 $6,322,268 -$270,332 4.8%
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DIVISION OF PUBLIC WORKS - SEWER DEPARTMENT
MISSION STATEMENT
The Sewer Department ensures the proper and safe discharge of wastewater through the operation of
pumping stations and by maintaining and improving the wastewater system infrastructure.
SIGNIFICANT CHANGES
There were no significant changes to the Sewer Department this fiscal year.
PRIOR YEAR ACCOMPLISHMENTS
• Two sewer line replacement projects began in FY14: one in Sutton Street and the other in School
St & the Bunkerhill Street Easement. In Sutton Street near the McEvoy Playground, 890 feet of
old 8" clay pipe was replaced with new 12" PVC pipe. In School Street, 340 feet of 6" clay pipe
was replaced with 6" PVC pipe and 40 feet of 10" clay pipe was replaced with 12" PVC pipe in
the Bunkerhill Street easement behind the DPW building.
• Design completed to replace the Rea's Pond Sewer Pump Station off Great Pond Road. The
new replacement station will be constructed outside of the flood plain. Previous flooding of this
area in 2006 and 2007 threatened to submerge the sewer station and contaminate Lake
Cochichewick. By constructing a new station with greater capacity and better location, the
threat to the Lake during flood events will be eliminated.
• All sewer pump stations were upgraded with a new level control system which will improve the
pump's response to sudden increases in flow, thus cutting down on emergency call-ins from
sudden high alarms;
• Wet wells at all sewer stations were cleaned of grit and grease to keep the pumps from being
overworked and two stations received new driveways.
• Blue Ridge sewer station pump was relined to improve efficiency and extend the pumps life
expectancy.
• Both pumps at Meeting House Sewer pump station were overhauled to improve efficiency,
• Four main line obstructions were cleared by the sewer crew.
• An air release valve on Turnpike Street near Chestnut Street was replaced.
FY 16 GOALS
• The Rea's Pond Pumping Station will be publicly bid in June and Construction will begin shortly
there after. It is anticipate that the new pump station will be constructed in FY 16 and will be on
line by Fall 2016.
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• Accumulate sufficient funding in the Sewer Mitigation Account for the replacement of sewer
lines on Commonwealth Avenue by 7/1/15. The project will involve wetlands permitting from the
North Andover Conservation Commission for the work within the 100 foot buffer zone along the
Shawsheen River to be completed by 8/1/15. Install 320 feet on new 6' PVC sewer main and
three new manholes by 11/15/15. Replace up to ten 5" clay sewer services in the roadway as
needed by 11/15/15.
• Update the Town's sewer collection system maps by April 1, 2016.
• Within the twenty two sewer pump stations, plans are for upgrading pumps, variable frequency
drives (VFD's) and computer control boards along with putting into several stations a new
method of grinding the incoming flow to better protect the pumps. A new sewer truck with a
crane is also requested for the sewer department to replace the current aging vehicle.
Improvements to the stations began in FY14 and will be ongoing until the Fall 2016.
-216-
SEWER ENTERPRISE FUND BUDGET
LINE ITEM 2016
2014 2016 2016 Town Mgr Dollar Percent
ACTUAL BUDGET Dept Request Recomm'd Change Change
Personnel
Salaries, Full-Time 330,516 314,709 355,701 355,701 40,992 13.0%
Salaries, Part-Time 10,331 - - - - 0.0%
Overtime 25,936 35,000 36,000 36,000 1,000 2.9%
Longevity 744 1,081 519 519 (562) -52.0%
Announcement of Retirement - 6,160 - - (6,160) -100.0%
Salary Reserve - - - 14,239 14,239 0.0%
Total: Personnel Costs $367,627 $356,954 $392;220 $406,459 49,509 13.91!
Expenses
Electricity 77,061 97,500 100,000 100,000 2,500 2.6%
Heating Fuel 3,783 10,000 10,000 10,000 - 0.0%
Engineering Services 1,052 3,000 3,000 3,000 - 0.0%
Repairs&Maintenance 48,862 85,000 88,000 88,000 3,000 3.5%
Advertising - 200 200 200 - 0.0%
Contracted Services 3,869 23,000 23,350 23,350 350 1.5%
Training&Education 765 2,500 2,500 2,500 - 0.0%
Telephone 11,425 12,500 13,000 13,000 500 4.0%
Outside Detail 3,520 5,800 6,000 6,000 200 3.4%
Materials&Supplies 10,189 42,000 44,500 44,500 2,500 6.0%
Vehicle Fuel 11,194 11,000 11,650 11,650 650 5.9%
Uniforms&Clothing 2,675 5,200 5,200 5,200 - 0.0%
Dues/Memberships&Subscriptions 75 200 200 200 - 0.0%
Other Charges&Expenses 4,355 17,800 5,000 5,000 (12,800) -71.9%
Capital Outlay<$5,000 - 10,000 10,370 10,370 370 3.7%
Subtotal Expenses: $178;825 $325,700 $322,970 $322,970 (2,730) .0.8%
Debt Service
Principal Long Term 1,243,005 1,251,608 1,062,508 1,062,508 (189,100) -15.1%
Interest Long Term 289,431 246,378 209,013 209,013 (37,365) -15.2%
MWPAT Principal 400,896 424,317 254,152 254,152 (170,165) -40.1%
MWPAT Interest 49,623 34,635 24,174 24,174 (10,460) -30.2%
Sewerage Assessment(GLSD) 1,322,544 1,655,000 1,721,200 1,721,200 66,200 4.0%
Transfer to Capital - - 80,000 80,000 80,000 0.0%
Indirects 413,525 423,863 434,460 434,460 10,597 2.5%
Total: Expen e'Costs $3,897,849 x$4,361,$01 $4,10$,477 $4,108,477 (253,023) -5.8%
Total: Sewer Dept.Costs $4,265,375 $4,718460 $4,5001697 $4,514,936 (2113,51,4) .4.3%�
-217-
Water& Sewer Enterprise Funds Personnel Listing
FY14 FY15 FY16
STAFF STAFF STAFF VARIANCE
Department Title POS. POS. POS.
Water
Administrative Secretary 1 1 1 0
Asst Operations Manager 0.5 0.5 0.5 0
Asst WTP Superintendent 0.75 0.75 0.75 0
Foreman 0.25 0.25 0.25 0
Head Meter Reader 0.75 0.75 0.75 0
HMEO 0 0 0.5 0.5
Laborer 1.5 1.5 1 -0.5
Mechanic 1 1 1 0
Meter Reader 2 2 2 0
O/M Chief 0.75 0.75 0.75 0
Operations Manager 0.25 0.25 0.25 0
Senior Water Analyst 0 0 0 0
Lab Director 1 1 1 0
SMEO 1.25 0.75 0.75 0
WTP Operator 4 4 4 0
WTP Superintendent 0.75 0.75 0.75 0
Staff Engineer 0 0 0.25 0.25
Total 15.75 15.25 15.50 0.25
Sewer
Administrative Secretary 1 1 1 0
Asst Operations Manager 0 0 0 0
Asst WTP Supervisor 0 0.25 0.25 0
Foreman 0.5 0.25 0.25 0
HMEO 0.25 0.75 0.75 0
Laborer 0 0 0 0
Mechanic 3.5 3 3 0
O/M Chief 0.25 0.25 0.25 0
Operations Manager 0.25 0.25 0.25 0
Senior Foreman 0.25 0.25 0.25 0
SMEO 0.25 0.25 0.25 0
WTP Operator 0 0 0 0
WTP Superintendent 0.25 0.25 0.25 0
Total 6.5 6.5 6.5 0
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STEVENS ES TA TE
MISSION STATEMENT
The mission of the Stevens Estate is to operate and maintain an event center attracting people,
businesses and interest, support local business and regional tourism, to provide outstanding customer
service, and to strive to build community identity through a variety of recreational, educational and
community events, all with maintaining the historical nature of the Estate and the property.
SIGNIFICANT CHANGES
The Stevens Estate had some major renovations completed this past year. The roof was completely
fixed, the attic was insulated and the small plant house was removed from the property.
PRIOR YEAR ACCOMPLISHMENTS
• Completed the FY with a positive cash balance
• Reviewed and stabilized expenses
• Continued to book prime dates as well as fill in smaller events in the slower months.
• Completed the roof project
• Removed the plant house
• Purchased chairs that will generate more income for the Estate
FY16 GOALS
• To make a profit while still improving the building and operations of the Stevens Estate
• To get the brick project off the ground to generate more income for the Estate
• To continue to have a presence in Town and help with local events
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STEVENS ESTATE ENTERPRISE FUND BUDGET
LINE ITEM 2016 2016
2014 2015 Dept Town Mgr Dollar Percent
ACTUAL BUDGET Request Recmm'd Change Change
Personnel
Salaries-Full-Time 58,609 58,932 59,000 59,000 68 0.1%
Salaries-Part-Time 55,325 50,000 65,000 65,000 15,000 30.0%
Salary Reserve - - - 3,801 3,801
Longevity - - - -
Total: Personnel Costs, $113,03, $108,932 $124,000 $127,801 $18;869 17.3°/o
Expenses
Electricity 6,604 8,226 8,514 8,514 288 3.5%
Heating Fuel 20,548 20,816 16,960 16,960 (3,856) -18.5%
Water 5,922 5,000 5,675 5,675 675 13.5%
Repairs&Maintenance 4,684 6,500 8,728 8,728 2,228 34.3%
Equipment Rental 26,902 23,916 17,753 17,753 (6,163) -25.8%
Laundry Service 5,326 7,700 9,970 9,970 2,270 29.5%
Advertising 6,274 8,119 11,403 11,403 3,284 40.5%
Contracted Services 773 576 596 596 20 3.5%
Food Delivery 334 500 518 518 18 3.5%
Refunds - 145 150 150 5 3.4%
Liquor, Beer&Wine 18,258 20,314 28,425 28,425 8,111 39.9%
Telephone 2,904 2,966 3,070 3,070 104 3.5%
Postage 4 65 115 115 51 78.2%
Bank Credit Card Charges 3,203 4,500 4,658 4,658 158 3.5%
Office Supplies 1,920 2,000 2,070 2,070 70 3.5%
Materials/Supplies 2,505 6,373 3,491 3,491 (2,882) -45.2%
Buildings and Grounds 18,548 15,000 20,525 20,525 5,525 36.8%
Auto Mileage - 250 250 250 - 0.0%
Liquor License 3,000 3,100 3,100 3,100 0.0%
Other Charges&Expenses 100 100 100 100 0.0%
Capital Purchases>$999<$4999 15,580 - - - -
Subtotal Expenses: $143,387 $136"166' $146,069 $146,069 $8;904 7.3°/o
Indirects 46,460 47,622 48,812 48,812 1,191 2.5%
Total: Expense Costs $189,847 $183,787 $194,861 $194,881 $11,094 6.0°/0
Total: Stevens Dept.Costs $303,781 $292,719 $318,861 $322,682 $29,963 10.2%
Stevens Estate Personnel Listing
FY14 FYI FY16
STAFF STAFF STAFF VARIANCE
Department Title POS. POS. POS. ++)
Stevens Estate Director 1 1 1 0
Total 1 1 1 0
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STATISTICS
Demographic Profile of North Andover
Age Distribution (2010 US Census) Race &Ethnicity (2010 Census)
Persons % Persons %
Under 5 1655 5.8 White 25144 88.69
5-14 4417 15.5 Black 506 1.78
15-44 10327 36.5 Am. Indian, Eskimo or Aleut 28 0.10
45-64 8185 28.9 Asian or Pacific Islander 1787 6.3
65 & over 3768 13.3 Hispanic Origin 458 1.62
Other 429 1.51
Total Population 28352
Households by Type (2010 Census)
Households %
Family households 7324 69.6
with own children under 18 3796 36.1
Married-couple family 5995 57
with own children under 18 3076 29.3
Female householder, no husband present 1012 9.6
with own children under 18 575 5.5
Nonfamily households 3192 30.4
Householder living alone 2688 25.6
Householder 65 and over 1212 11.6
Average household size 2.62
Average family size 3.19
Housing Units (2010 Census)
Units %
Total Units 10964
Total Occupied 10516
Owner occupied 7769 73.9
renter occupied 2747 26.1
Vacant for rent 159
Vacant for sale 74
Average household size of owner-occupied units 2.8
Average household size of renter-occupied units 2.10
-221 -
Massachusetts Department of Revenue,Division of Local Services
North Andover at a Glance
(12/31/13)
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
2012 Population: 28,422 2012 Labor Force: 14,238 2011 Unemployment Rate: 5.7%
2011 Per Capita Income 54,661 Houseing Units per sq Nfile 373.10
EQV Per Capita: 156,435 2011 Road Nfiles 147.99
2012 Number of Registered Voters 18,968 2012 Number of Registered Vehicles: 23911
Bond Ratings
Moody's Bond Rating as of Dec 2012 Aa2
S&P Bond Rating as of Sept 2013 AA+
Fiscal Year 2014 Tax Classification
Tax FY14 FY14 FY14
Classification Tax Rate Tax Levy Assessed Values Revaluation
Residential 14.41 52,634,815 3,652,658,906 Most Recent-FY13
Open Space 0 0 0 Next Scheduled FY-15
Commercial 19.45 5,383,845 276,804,384
Industrial 19.45 3,024,946 155,524,200
Personal Property 19.45 2,398,222 123,301,890
Total 63,441,828 4,208,289,380
Fiscal Year 2014 Revenues by Source Fiscal Year 2014 Proposition 2%Levy Capacity
Revenue Source %of Total New Growth 773,625
Tax Levy 63,441,828 66.26% Override 0
State Aid 9,795,239 10.23% Debt Exclusion 1,742,045
Local Receipts 21,441,015 22.39% Levy Limit 63,697,114
Other Available 1,071,746 1.12% Excess Capacity 255,286
Total 95,749,828 Ceiling 105,207,235
Override Capacity 43,252,166
Fiscal Year 2014 Estimated Cherry Sheet Aid Reserves
Education Aid 7,103,074 7/1/2013 Free Cash 2,462,552
General Government 2,280,034 FY13 Stabilization Fund 3,773,565
Total Receipts 9,383,108 FY14 Overlay Reserve 564,134
Total Assessments 1,102,112
Net State Aid 8,280,996
Fiscal Year 2014 Average Single Family Tax Bill
Number of Single Family Parcels 6,239
Assessed Value of Single Family 467,608
Average Single Family Tax Bill 6738
State Average Single Family Tax Bill
Fiscal Year 2011 4537
Fiscal Year 2012 4711
Fiscal Year 2013 4846
-222-
Labor Force, Employment and Unemployment in North Andover
(Source Massachusetts Department of Employment & Training)
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 13,568 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 14,068 13,046 1,022 7.3% 8.3%
2011 14,043 13,209 834 5.9% 7.3%
2012 13,964 13,152 812 5.8% 6.8%
2013 14,038 13,168 870 6.2% 6.7%
2014* 14,006 13,346 660 4.7% 5.6%
*information as of April 2014
-223-
LARGEST TAXPAYERS
The following shows the ten largest taxpayers:
% of
Fiscal 2015 Amount of Total
Name Nature of Business Assessed Value Tax Levy
National Grid Utility $ 44,382,060 $ 900,512 1.32%
AIMCO (Royal Crest) Apartments 53,769,990 773,750 1.22
Edgewood Congregated Care/Nursing Home 37,808,040 $ 767,125 1.16
Mansur Investment Office/Manufacturing 15,000,000 $ 304,350 0.70
Delta (Delta Realty Trust) Shopping Mall 19,754,350 $ 400,816 0.61
Ozzy Properties Office 15,779,400 $ 320,164 0.48
Wood Ridge Homes Co-op homes 13,249,140 $ 268,825 0.41
RCG North Andover Mills Office 12,841,500 $ 260,554 0.39
Eaglewood Properties Retail 9,234,200 $ 187,362 0.28
North Andover 2004 Office 6,691,600 135,773 0.21
Total $ 228,510,280 $ 4,319,231 6.78%
Sources: Town Assessors
-224-
DEPARTMENTAL STATISTICS
Function/Program
2006 2006 2007 2008 2009 2010 2011 2012 2013 2014
General Government
Population 27,025 27,390 27,412 27,566 27,753 28,352 28,352 28,352 28,352 28,352
Registered Voters, Annual Town Election 17,043 17,128 16,400 16,787 18,059 18,169 17,256 18,307 18,598 18,247
Town Clerk
Births 317 287 304 310 291 285 285 263 289 289
Marriages 123 110 84 87 78 95 84 74 86 115
Deaths 290 257 278 310 268 296 279 183 251 250
Dog Licenses 1,947 2,033 2,348 2,308 2,396 2,314 2,361 2,110 2,390 2,132
Business Certificates 105 101 78 89 110 87 91 84 92 87
New Voter Registrations 387 884 785 1,746 612 1,099 866 1,523 1,450 797
Passports 780 1,191 755 783 786 773 745 701 920 885
Assessors
Single Family N/A N/A N/A N/A 6,164 6,173 6,181 6,198 6,217 6,239
Condominiums N/A N/A N/A N/A 1,898 1,915 1,929 1,951 1,985 2,028
N Misc Rec N/A N/A N/A N/A 27 28 30 31 30 29
v Two Family N/A N/A N/A N/A 426 423 420 419 421 417
Three Family N/A N/A N/A N/A 43 43 44 44 43 44
Four-eight Family N/A N/A N/A N/A 48 48 50 50 51 52
Vacant land N/A N/A N/A N/A 512 492 468 489 462 441
Residential/Commercial N/A N/A N/A N/A 37 38 36 37 36 35
Commerical buildings and land N/A N/A N/A N/A 435 490 491 492 491 494
Industrial buildings and land N/A N/A N/A N/A 82 84 84 84 8 83
Personal Property Accounts N/A N/A N/A N/A 844 818 847 882 906 881
Chapter 61 - Forestry Property N/A N/A N/A N/A 7 7 7 7 7 7
Chapter 61A- Farm Property N/A N/A N/A N/A 143 145 139 137 137 137
Chapter 61 B- Recreational Land N/A N/A N/A N/A 9 9 8 7 7 7
Exempt buildings and land N/A N/A N/A N/A 438 436 452 460 464 468
Public Utilities N/A N/A N/A N/A 4 4 4 4 4 4
Utilities valued by State N/A N/A N/A N/A 6 5 5 6 6 6
Public Safety
Police
Complaints Issued 659 - 153 127 140 110 86 434 589 -
Arrests 310 490 410 400 406 409 396 285 364 312
Summons/Hearings 298 381 385 132 132 368 286 149 214 303
Citations 3,451 4,956 5,004 4,399 3,742 3,748 2,953 2,938 3,646 2,707
Parking tickets issued 731 1,091 821 920 680 624 645 548 484 -
Total number of animal complaints 223 195 214 253 271 295 297 383 489 -
Function/Program
2006 2006 2007 2008 2009 2010 2011 2012 2013 2014
Fire
Incidents
Fire and Rescue 2,306 2,335 2,247 1,564 1,612 3,986 1,358 1,515 1,396 1,283
Ambulance Calls 2,499 2,756 2,624 2,885 2,650 2,616 2,444 2,663 2,745 2,379
Smoke Detectors 517 520 501 385 406 327 401 322 444 613
Carbon Monoxide Detectors - - 392 349 377 314 377 295 412 587
Fireworks Display Permits 1 1 1 1 1 1 1 1 1 1
Liquid Gas Storage Permits 137 148 40 40 28 38 29 19 27 65
Open Air Burning Permits 649 - - - - - - - - 345
Oil Burner Install Permits 35 51 40 35 46 70 45 26 47 26
Sprinkler Inspections - 16 81 49 23 13 27 23 32 35
Underground Tank Installation 3 7 7 11 6 22 26 8 6 27
Underground Tank Removals 9 8 3 4 13 6 7 8 2 5
Building Department
Permits issued 2,487 2,744 2,381 2,456 2,214 2,470 2,375 2,774 3,080 3,207
Education
Public school enrollment 4,491 4,671 4,624 4,546 4,604 4,614 4,638 4,687 4,766 4,801
N Human Services
Planning
Plan reviews 16 16 13 12 8 2 5 27 33 18
Board of Health
Inspections
Food Est. (related permits& reviews) 151 147 192 198 198 179 288 225 234 352
Septic (all related reviews/permits/inspections) 135 135 67 53 30 49 46 22 140 202
OFFA Haulers/Trash Haulers&Placards 179 159 133 131 257 237 250 256 241 273
Commercial Permits 201 248 264 246 256 254 262 266 241 295
Professional Permits 40 63 70 75 75 83 82 89 53 101
Council on Aging
Home delivered meals served 13,829 13,999 17,605 18,527 19,685 15,106 15,541 18,369 17,519 16,230
Outreach Case Management 1,163 2,429 4,510 3,062 4,243 4,532 8,203 8,895 8,094 9,981
Community Education 1,720 1,861 3,619 3,698 3,900 7,078 6,708 7,682 8,635 8,417
Recreation 11,820 10,913 10,781 12,983 8,013 9,961 11,221 21,796 13,414 18,005
Transportation 984 1,008 1,174 2,242 3,379 4,234 4,285 4,598 6,822 6,377
Youth &Recreation Services
Memberships N/A N/A N/A N/A 611 646 656 694 709 691
Summer Programs N/A N/A N/A N/A 75 792 814 854 798 832
Overall Services N/A N/A N/A N/A N/A 2,973 2,961 3,098 3,179 3,215
Calls for Service
47000 _
3'5000 __
37000
25000
27000 J._._.0
15000 --
1000
Year Year Year Year Year Year Year Year Year
Calendar Year Bookings
1000
90
800
0
609
00
300 -______ ---
200
1 1
�-
Year Year Year Year Year Year Year Year Year
mn
Domestic A use
2'50
20
151
100
50
Year Year Year Year Year Year Year Year Year
20 4
+
s
�� IN
2015
General Government
Number of Buildings 13
Public Safety
Police
number of stations 1
Fire
number of stations 2
Education
number of elementary schools 5
number of preschools 1
number of middle schools 1
number of high schools 1
Public Works
Water mains (miles) 148
Fire Hydrants 1515
Sanitary sewers (miles) 90
Storm sewers (miles) 99
Culture and Recreation
Playgrounds 17
Parks 2
Playgrounds - Acreage 90
Parks - Acreage 11
Public Beaches 1
Ball Fields 39
Tennis Courts 6
Source:Various Town Departments
-229-
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 Town'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.
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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 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.
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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. The 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 Town 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 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 § 53F�/z, 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 § IOC, 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 2015 fiscal year is July 1, 2014 to June 30,2015 and is usually
written as FY2015. 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,
-232-
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 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.
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.
-233-
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 �/z
percent of the total full and fair cash value of all taxable property (MGL Ch. 59 § 21C). 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 �/z percent of the prior year's levy limit plus new growth and any overrides. (MGL Ch. 59 §
21C (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
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.
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 21/2. A law which became effective on December 4, 1980. The two main components of
the tax law relating to property taxes are: 1 ) the tax levy cannot exceed 2 �/z % 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
-234-
maximum tax levy allowed for the prior by more than 2 �/z % (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 § 53E�/z 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, and a departmental revolving fund may be implemented in addition to or in conjunction with
-235-
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
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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 assessors' warrant authorizes the tax collector to collect taxes in the amount and
from the persons listed, respectively.
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Acronyms
ADA Americans Disabilities Act GIC Group Insurance Commission
ANR Approval not required GIS Geographic Information System
B/P Blood Pressure ICS 100 Incident Command System
BOH Board of Health IT Information Technology
CAFA Comprehensive Annual Financial JNHYC Joseph N Herman Youth Center
Report
MA DEP Massachusetts Department of
CAMA Computer Assisted Mass Appraisal Environmental Protection
CIP Capital Improvement Program MCC Metropolitan Communications
LLC
CMR Commonwealth of Massachusetts
Regulations MGL Mass General Law
COA Certificate of Appreciation MIIA MIIA Property&Casualty
Insurance
CPA Community Preservation Act
MOVET Marts Onecall/click Veterans Portal
CPC Community Preservation
Committee MPO Metropolitan Planning
Organization
CSC Community Software Consortium
MVLC Merrimack Valley Library
DOR Department of Revenue Consortium
EMS Emergency Management Systems MVRTA Merrimack Valley Regional Transit
Authority
EOC Emergency Operations Center
NACAM North Andover CAM
ESCO Energy Service Company
NAHS North Andover High School
FCC Federal Communications
Commission NAMS North Andover Middle School
FDK Full Day Kindergarten NalloWriMo National Novel Writers Month
FEMA Federal Emergency Management NCSS Number Cruncher Statistical
Association System
FONAT Friends of North Andover Trails NERAC North East Regional Advisory
Council
FTE Full Time Equivalent
NIMS 700 National Incident Management
GAAP General Accepted Accounting System
Principals
NPDES National Pollutant Discharge
GFOA Government Finance Officers Elimination System
Association
NVOC Northeast Veterans Outreach
Center
-238-
OPEB Other Post Retirement Benefits
PEC Public Employee Committee
PILOT Payment In Lieu of Taxes
PTE Part Time Equivalent
R/A Raise and Appropriated
R/T Round Trip
RFP Request for Proposal
SCBA Self-Contained Breathing
Apparatus
SPED Special Education
SPSS Statistical Package for the Social
Sciences
TFL Target Funding Level
UMAS Uniform Municipal Accounting
System
VFD Variable Frequency Drive
WTP Water Treatment Plant
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Public Comment
Town Manager' s Report
North n v r Fire
Incidents ® Primary Type Only
Printed: 2/10/2015 8:30 am From Date:01/0112015 to:01/31/2015
Jurisdiction:North Andover
Pritnary Type Incidents
False Alarms&False Calls 12.3%
®'.Fire 2.7%
❑Good Intent Calls 3.9%
EM Hazardous Conditions(No Fire) 4.4%
®Other Type of Incidents 1.0%
EM Rescue&Emergency Medical Service 64.7%
Service Calls 11.0%
Total: 100.0
i
it
Fire
1 Building fire
4 Cooking fire,confined to container
3 Chimney or flue fire,confined to chimney or flue
1 Fuel burner/boiler malfunction,fire confined
1 Mobile property(vehicle)fire,other
1 Dumpster or other outside trash receptacle fire
11 Sub-Total,Fire
Rescue&Emergency Medical Service
222 EMS call
17 Motor vehicle accident with injuries
23 Motor vehicle accident with no injuries
1 Search for person in water
1 Removal of victim(s)from stalled elevator
264 Sub-Total,Rescue&Emergency Medical Service
Hazardous Conditions(No Fire)
2 Gasoline or other flammable liquid spill
4 Gas leak(natural gas or LPG)
1 Oil or other combustible liquid spill
1 Carbon monoxide incident
Page 1 of 3 MFIncidentsbyPrimary'rype 08/23/13
North Andover Fire Department
Incidents - Primary Type Only
Printed: 2/10/2015 8:30 am From Date:01/01/2015 to:01/31/2015
Jurisdiction:North Andover
2 Power line down
4 Arcing,shorted electrical equipment
4 Hazardous condition,other
18 Sub-Total,Hazardous Conditions(No Fire)
Service Calls
2 Lock-out
2 Water evacuation
5 Water or steam leak
3 Smoke or odor removal
2 Assist police or other governmental agency
1 Public service
14 Assist invalid
2 Unauthorized burning
4 Cover assignment,standby,moveup
10 Service call,other
I
45 Sub-Total,Service Calls
I
Good Intent Calls
8 Dispatched&canceled en route
2 No incident found on arrival at dispatch address
2 Smoke scare,odor of smoke
3 Hazmat release investigation w/no hazmat
1 Good intent call,other
16 Sub-Total,Good Intent Calls
False Alarms&False Calls
1 Direct tie to FD,malicious/false alarm
4 Sprinkler activation due to malfunction
6 Smoke detector activation due to malfunction
10 Alarm system sounded due to malfunction
1 CO detector activation due to malfunction
1 Sprinkler activation,no fire-unintentional
10 Smoke detector activation,no fire-unintentional
1 Detector activation,no fire-unintentional
7 Alarm system sounded,no fire-unintentional
7 Carbon monoxide detector activation,no CO
2 False alarm or false call,other
50 Sub-Total,False Alarms&False Calls
Other Type of Incidents
4 Error or Training Incident
4 Sub-Total,Other Type of Incidents
408 Total Number of Incident Types
Page 2 of 3 XXFIncidentsbyPrimaryType 08/23/13
North Andover Fire Department
Incidents - Primary Type Only
Printed: 2/10/2015 8:30 am From Date:01/01/2015 to:01/31/2015
Jurisdiction:North Andover
Total Count of Unique Incident Numbers for this Period: 408
Grand Total Count of Unique Incident Numbers for this Period: 408
i
I
i
i
i
Page 3 of 3 XXFIncidentsbyPrimary-rype 08/23/13
POLICE
---Community Partnership•--
The Office of
Chief Paul J.Gallagher
TO: Andrew Maylor,Town Manager
FROM: Paul J.Gallagher,Chief of Police
RE: January 2015 Monthly Report
DATE: February 12,2015
The month of January 2015 started with a horrific incident that impacted the Town of North Andover.
On January 6,2015 officers responded to Foulds Terrace for a report of a medical call. Upon arrival the
officers were faced with a triple homicide. All officers worked professionally and apprehended the
alleged suspect within minutes.The area was sealed and a canvass of all the apartments was conducted
to ascertain if there was any other victims and to calm the residents. The department worked closely
with District Attorney Jonathan Blodgett and Massachusetts State Police, Major Crime Unit and Crime
Scene Unit. The community center was set up on scene by police and victim advocates to also calm the
fears of our residents. DA Blodgett and I held a news conference at 2:00pm,which was broadcasted live
by Boston media. We addressed the situation to inform the public that a suspect was in our custody.
Police presence in all senior complexes has been intensified. The Command staff has attended meetings
at the senior center and Saint Michaels.
The Merrimack Valley now has a certified police academy,for area departments,to send the new recruit
officers. In the past,we have been put on a waiting list for other academies which greatly impacted
staffing. Northern Essex Community College has served as the venue and sponsor for this new academy.
Area police chiefs,which I am proud to be one of,have worked together to make this happen and be on
the Advisory Board of the academy. The academy will have fifty students in each class and we are
anticipating two classes per year.
1475 Osgood Street, North Andover, Massachusetts 01845 Telephone: 978-683-3168 Fax:978-685-0249
We honored the 2014 Officers of the Year sponsored by the Exchange Club of Lawrence. I nominated
Lieut.Charles Gray,Officers Jarrad Lawlor,Jason Wedge and Robert Hillner at the ceremony. As a team
they arrested a suspect in a bank robbery in progress due to their tactical training and positioning.The
arrest was made without any injury to the bank employees,officers or the armed suspect. They
deserved this honor for a job well done.
We had a change in our K9 unit this past month.Our K9,"Julie",has retired effective December 31,
2014. Officer Brush has served since 2000 as our canine handler with distinguished service. We do
welcome our new K9"Mojo"under the command of Officer Eric Sewade. They both graduated the
Boston Police K9 Academy on January 9'h. I look forward to working with them.
During January all officers of the department were trained in the use of Nasal Naloxone(Narcan),an
opiate inhibitor,as a tool to combat the opiate epidemic in the region and overdoses in North Andover.
Training was provided by Lawrence General Hospital and the Advanced Life Support Unit,specifically
Paramedic Jon Lovett. The department's goal is have all officers carrying this lifesaving drug while on j
duty.
i
North Andover Police Crime Statistics
Criminal Activity
Dec-141 Jan 15 Change--I % Chawre
i I
Domestic Abuse 10 6 -4 -4&0%
A&B,Assault 6 4 .2 .,33.3%
Suspicious Activity 81 68 -16.0%
B&E 3 0 -3 -1110.0%
B&E MV 30 31 1 3.3%
Larceny 37 29 .8 21.6%
General Disturbance 23 20 i .3 -13.0%
Alarms Res&Comm 115 119 4 3.5%
Aid to Public 50 54 4 8.0%
911 Hang Up/Abandon 37 21 -16 -43.2%
Arrests/Summons Dec-14 Jan-15' % Chann
Total Booked 46 43 8 -6.5%
Arrests 14 17 3 21.4%
OUI Arrests 3 6 3 100.0%n
Summonsed 27 16 -11 401.7%
Waffant Arrests 1 2 1 100.0%
PC 1 2 1 100.0%
Calls for Service 3570 3132 ,438 -123%
Proactive fogging Dec-141 Jan-15 ftp e e
Motor vehicle Stops 819 455 364 -44A%
Motor vehicle Crashes 78 72, -6 -17.7%
Property Checks 1302 1329 27 2.1%
Community Service Ofe. Dec 14 Jan 15 Chan p
e % Chanae
Animal Complaints 23 V), 3 1,3.0%
Calls for Service 46 30 -16 u -34.8%
Document Service 20 10 -10 -50,0%
Parking Enforcement 1 4 3 -1 .25.0%
Property Checks 1302 1329 27 2.1%1
4
+
North Andover Police Crime Statistics
140 _-
120 — —
100
80
60 — —
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40 — —
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E 30
E 25
20
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Total Booked Arrests OUI Arrests Summonsed Warrant PC
Arrests
1400 _
1200 -- —
.0
1000 — —
p 800
600
400
0 200 —
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Motor vehicle Stops Motor vehicle Crashes Property Checks
1400
1200
m
1000
800
-- 600
400
E
200
pu,, o� „Y,r _
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Complaints Service Enforcement
Job PostingNacancy Log
February 17, 2015
Date Position Department Hiring Manager Status
Posted
2/10/15 Communications Officer NAPD Chief Gallagher Posted
2/4/15 Superintendent Drinking Bruce Thibodeau Post on 2/4/15 and advertise on line on
Water MA Water Works, and MMA.
Treatment
Plant
2/3/15 Deputy Fire Chief NAFD Maylor/Melnikas Requisition opened with Civil Service,
Delegation Agreement received on
2/4/14,to be returned to Civil Service on
2/4/15. Once agreement signed and
returned from Civil Service, the process
will begin.
1/23/15 Information Technology IT Andrew Maylor Eagle Tribune/Monster ad ran on 1/18/15,
Director posted internally 1/23/15. Resumes
received and interviews to be scheduled.
1/23/15 P.T. Receptionist Elder Irene O'Brien Receiving resumes, will schedule
Services interviews after close date of 2/6/15. To
schedule when staff member returns to
work.
12/30/14 Planner Planning Eric Kfoury Ad in Eagle Tribune/Monster ran 1/4/15,
ad in MMA on line 1/6/15. Resumes
received, 3 applicants selected for
interviews on 2/4/15,to be scheduled for
following week. Interviews on-going,
11/20/14 Tree Climber Surgeon Public Works Bruce Thibodeau Interview scheduled for 2/6/15. Received
resumes from applicants who are not
qualified or live out of state. Interviewed
one qualified applicant, made contingent
offer of employment. Applicant declined
job due to low salary. Posted to be
advertised and placed in Monster.com
next cycle. Interviewed applicant,
checking references.
2/17/2015 4:30 PM
North Andover MIMAP BLACKSMITH FOUNDATION January 26, 2015
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SR Horizontal Datum:MA Stateplane Coordinate System,Datum NAD83, '..
Roads Meters Data Sources:The data for this map was produced by Merrimack '..
HORTtq Valley Planning Commission(MVPC)using data provided by the Town of
Easements �� q,�, North Andover.Additional data provided by the Executive Office of
1'j MVPC Boundary ,� gE`,,ED r *e 40 Environmental Affairs/MassGIS.The information depicted on this map is
,12 G for planning purposes only.It may not be adequate for legal boundary
O —• '"' definition or regulatory interpretation.THE TOWN OF NORTH ANDOVER
MAKES NO WARRANTIES,EXPRESSED OR IMPLIED,CONCERNING
# i} THEACCURACY,COMPLETENESS,RELIABILITY,OR SUITABILITY
OF THESE DATA.THE TOWN OF NORTH ANDOVER DOES NOT
#
0,� 9 # ASSUME ANY LIABILITY ASSOCIATED WITH THE USE OR MISUSE OF
QO'+.rraw^°p4� THIS INFORMATION
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