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HomeMy WebLinkAbout2003-04-28 Annual Town Meeting Warrant ReportD Reading Report on the Warrant Annual i 1 Meeting April '. ANNUAL TOWN MEETING APRIL 28, 2003 TABLE OF CONTENTS Article Title Sponsor Page # 1 Election 2 2 Reports Board of Selectmen 3 3 Instructions Board of Selectmen 3,4 4 Authorizing Payment of Prior Years Bills Board of Selectmen 4 5 Authorizing the Disposal of Surplus Materials and Equipment Board of Selectmen 4 6 Amending FY 2003—FY 2012 Capital Improvements Program Board of Selectmen 4,5 7 Amend Section 3-5 of the Reading Home Rule Charter Board of Selectmen 5,6 8 Amending FY 2003 Budget Finance Committee 7-9 9 Adopting FY 2004 - FY 2013 Capital Improvements Program Board of Selectmen 9 10 Approving Debt Authorization — Chapter 90 Board of Selectmen 9,10 11 Approving Debt — Design of Water Treatment Plant Board of Selectmen 10 12 Approving Revolving Funds: * Compost and/or Recycling Bins ® Parking Enforcement * Conservation ♦ Recreation Board of Selectmen 10-12 13 Approving FY 2004 Budget Finance Committee 12,13 14 Authorizing Lease of Space at RMHS — REAP School Committee 13 Article Title Sponso Page # 15 Accept MGL Chapter 71, Section 71 F — Out of District Tuition School Committee 13,14 16 Accept MGL Chapter 40, Section 3, Paragraph 3 — Rental of Property (Schools) School Committee 14 17 Acceptance of Streets Board of Selectmen 14-16 18 Vacating of cul-de-sac — Linnea Lane Board of Selectmen 16,17 19 Amending Charter to require Board of Selectmen to Approve Warrants Petition 17 20 Amend General Bylaws re: Article 2, Section 2.2 — "Conduct of Town Meeting," Rule 3 Request of Rules Committee 17,18 21 Zoning Map Amendment — PUD-R for Map 58, Lot 5 CPDC 18 22 Vacating Town Meeting Seats Board of Selectmen 19 APPENDIX Article I I — Water Treatment Plant Report Article 14 — Existing REAP Lease 38-49 50-63 Maps 64-66 Fiscal Year 2003 Budget Yellow Pages 67-230 Fiscal 2004-2013 Capital Improvements Program Blue Pages 231-234 Conduct of Town Meeting 235-241 / \_ / COMMONWEALTH OF MASSACHUSETTS Middlesex, ss. Officer's Return, Reading: By virtue of this Warrant, 1, on March 6, 2003 notified and warned the inhabitants of the Town of Reading, qualified to vote on Town affairs, to meet at the place and at the time specified by posting attested copies of this Town Meeting Warrant in the following public places within the Town of Reading: Precinct 1 J. Warren Killam School, 333 Charles Street Precinct 2 Registry of Motor Vehicles, 275 Salem Street Precinct 3 Reading Police Station, 15 Union Street Precinct 4 Joshua Eaton School, 365 Summer Avenue Precinct 5 Town Hall, 16 Lowell Street Precinct 6 Alice M. Barrows School, 16 Edgemont Avenue Precinct *7 Reading Library, Local History Room, 64 Middlesex Avenue Precinct 8 Charles Mobil on the Run, 1330 Main Street The date of posting being not less than fourteen (14) days prior to April 8, 2003, the date set for the Local Election in this Warrant. I also caused an attested copy of this Warrant to be published in the Reading Chronicle in the issue of March 12, 2003. A true copy. Attest: heryl,r. Johnson,/Fown Clerk 1 TOWN WARRANT (Seal) COMMONWEALTH OF MASSACHUSETTS Middlesex, ss. To any of the Constables of the Town of Reading, Greetings: In the name of the Commonwealth of Massachusetts, you are hereby required to notify and warn the inhabitants of the Town of Reading, qualified to vote in elections and Town affairs, to meet in the following place designated for the eight precincts in said Town, namely: Precincts 1, 2, 3 , 5, 6, 7 and 8 Hawkes Field Hous6, 62 Oakland Road TUESDAY, the EIGHTH DAY OF APRIL A.D., 2003 from 7:00 a.m. to 8:00 p.m. to act on the following Articles, viz: ARTICLE 1 To elect by ballot the following Town Officers: A Moderator for one year; One member of the Board of Selectmen for three years; One member of the Board of Assessors for three years; Two members of the Board of Library Trustees for three years; Two members of the Municipal Light Board for three years; Two members of the School Committee for three years; and sixty-six Town Meeting Members shall be elected to represent each of the following precincts: Precinct 1 Eight members for three years; Precinct 2 Eight members for three years; Precinct 3 Eight members for three years; Precinct 4 Eight members for three years; Precinct 5 Eight members for three years; One member for two years Precinct 6 Eight members for three years; Precinct 7 Eight members for three years; Precinct 8 Eight members for three years; One member For two years Question I Shall the Town of Reading be allowed to assess an additional $4,500,000 in real estate taxes and personal property taxes for the purpose of maintaining as near as possible current levels of service for Reading Public School Department, Police Department including Crossing Guards, Fire Department including Advanced Life Support, Public Safety Dispatch, Community Services Department including the Social Worker and Mosquito Control, Finance and Accounting Departments, Reading Public Library, Department of Public Works and Road Improvements for the Fiscal Year beginning July 1, 2003? K and to meet at the Reading Memorial High School Auditorium, 62 Oakland Road, in said Reading on MONDAY, the TWENTY-EIGHTH DAY OF APRIL A.D., 2003 at seven-thirty o'clock in the evening, at which time and place the following Articles are to be acted upon and determined exclusively by Town Meeting Members in accordance with the provisions of the Reading Home Rule Charter. ARTICLE 2 To hear and act on the reports of the Board of Selectmen, Town Accountant, Treasurer- Collector, Board of Assessors, Director of Public Works, Town Clerk, Tree Warden, Board of Health, School Committee, Contributory Retirement Board, Library Trustees, Municipal Light Board, Finance Committee, Cemetery Trustees, Community Planning & Development Commission, Town Manager and any other Board or Special Committee. Board of Selectmen Background: This Article appears on the Warrant for every Town Meeting. Generally, reports are given at the beginning of Town Meeting. The following are reports that are expected to be given: ♦ State of the Town * Library Trustees ♦ Report on the sale of the landfill ♦ RIVILD report on Instructional Motion — March 4, 2003 Special Town Meeting — see Appendix + Finance Committee report on the ♦ RMILD presentation on their FY 2003 state of the Town's Finances — see Budget — see Appendix Budget pages ♦ Final report — School Building Committee Finance Committee Report: No report. Bylaw Committee Report: No report. ARTICLE 3 To choose all other necessary Town Officers and Special Committees and determine what instructions shall be given Town Officers and Special Committees, and to see what sum the Town will raise by borrowing or transfer from available funds, or otherwise, and appropriate for the purpose of funding Town Officers and Special Committees to carry out the instructions given to them, or take any other action with respect thereto. Board of Selectmen Background: This Article appears on the Warrant for every Town Meeting. Generally, Instructional Motions are given at the end of Town Meeting just before adjournment. There are no known Instructional Motions at this time. 3 Finance Committee Report: No report. Bylaw Committee Report: No report. ARTICLE 4 To see if the Town will vote to authorize the payment during Fiscal Year 2003 of bills remaining unpaid for previous fiscal years for goods and services actually rendered to the Town, or take any other action with respect thereto. Board of Selectmen Background: There are no known unpaid bills from the prior year and, therefore, it is likely that this Article will be indefinitely postponed. Finance Committee Report: No report. Bylaw Committee Report: No report. ARTICLE 5 1 To see if the Town will vote to authorize the Board of Selectmen to sell, or exchange, or dispose of, upon such terms and conditions as they may determine, various items of Town tangible property, or take any other action with respect thereto. Board of Selectmen Background: This Article appears on the Warrant for all Annual Town Meetings. Town Meeting's approval is required for the Town to dispose of items of tangible property (equipment, supplies, furnishings, etc.) in excess of $500 in value. Normally, this would be items like trade-in of Police cars, DPW equipment, etc. The following item(s) will need authorization from Town Meeting for disposition: * Two (2) Weil McLean Gas Fired Hot Water Furnaces + Kohler Diesel-Powered Generator #20 Fast Response with Transfer Switch and Panel + Two Police Cruisers Finance Committee Report: The Finance Committee recommends the subject matter of this Article by a vote of 7-0-0. This Article allows the Town to dispose of surplus equipment and materials as appropriate. The furnaces and the generator are from the old Police Station and there is no use for them by the Town. Bylaw Committee Report: No report. ARTICLE 6 To see if the Town will vote to amend the FY 2003 - FY 2012 Capital Improvements Program as provided for in Section 7-7 of the Reading Home Rule Charter and as previously amended, or take any other action with respect thereto. Board of Selectmen Town By-laws require that no expenditure for capital improvements can be approved by Town Meeting unless the project is included in the Capital -- |nnproVernanta Program. There are two capital items on the Warrant for this Town Meeting —/\[ticle 10 to authorize debt for the Chapter QO grant, and Article 11 which authorizes debt for the design for the Water Treatment Plant. Both of these projects G[e currently oOthe Capital |DlpnJVgDleDts pnJgngRl, so there is no need to amend the F\/ 2003 — FY 2012 Capital |Dlp[OVe0eOtS PFOgn8Dl. l[h8[efOF8, it is likely that this Article will be indefinitely postponed. Finance Committee Report: No report. Bylaw Committee Report: No report. ARTICLE To see if the Town will Vote pursuant to M.G.L. c. 43B Section 10/B\ to approve an amendment to the Reading Home Rule Charter by adding the following language to Section 3-5: "The K8uOioip8| Light Board shall hire the General Manager of the Reading Municipal Light Department and set his compensation; the General Manager shall serve at the pleasure of the Board and may be nannovad by vote of majority of the entire Board after notice and hearing. The Municipal Light Board ahoU appoint the Accounting Manager or Chief Accountant of the Reading K8VniCip8| Light Department; and appoint counsel to the (' \ Reading Municipal Light Department. The Accounting Manager Or Chief Accountant as the case may be' and Counsel shall be subject to the supervision of the General Manager. The Municipal Light E]0and shall approve warrants for payments of all bills and payroll of the Municipal Light Department; and approve all contracts made iDaccordance with M.G.L. c.30B' except contracts for purchasing of The Municipal Light Board Gh8U employ the Auditor appointed by the Town Of Reading Audit Committee. The Municipal Light Board Sh8|| anOU3|/V set electric rates and approve an annual operating budget and Capital Improvements Program each fiscal year. Such epp[OVa| will be done by 8 majority Vote Of the K8UOicip8| Light Board. After the Municipal Light Board has approved an onnVe| operating budget and Capital |[DprOVerDeDts PnJgraOl, it will present them to the Reading Finance [|oDlnlitt8e and Reading Town Meeting. Upon request of any ofthe other towns served by the Reading yNVOiciD@| Light [)epad[DeOt' the Municipal Light Board shall make a presentation t0 the Finance Committee and/or Town Meeting of any such town /a\." or take any other action with respect thereto. Board of Selectmen This matter was the subject of the Special Town Meeting OO March 3. 2003. After full presentation and diSCUssioD. the following instructional motions were made and approved: "ARTICLE 2 - On motion by John H. Russell, Precinct 8, it was moved to instruct the ♦ Board of Selectmen to bring the subject matter of Article 4 before the Annual Town Meeting. Motion carries." Additionally, the following Instructional Motion was made: ♦ "ARTICLE 2 - John H. Russell, Precinct 8, moves to instruct the Light Board to govern themselves in the short term in accordance with sense of meeting vote of Article 4. Motion carries." The reason for postponing action 'under this Article in March was to avoid any procedural problems that may have been created by a question as to whether or not the Citizens Advisory Board (CAB), which was set up under the 20 Year Agreement, had 30 days to review and comment on the proposed amendments to the Reading Home Rule Charter. That 30 days expired in mid-March, and the CAB made their recommendations to the Reading Municipal Light Board on April 3rd. The process of amending the Reading Home Rule Charter is that: ♦ The Article must be presented to Town Meeting; ♦ If Town Meeting approves the Charter amendment by a 2/3 vote, the amend- ment gets sent to the Attorney General's Office for review; ♦ The Attorney General's Office has 28 days to review and comment; ♦ If approved by the Attorney General, the question goes on the ballot at the next Town Election which would be in March 2004; ♦ If the amendment is approved by the voters, it then becomes effective. Attached to this Warrant report is a report from the General Manager of the RIVILD outlining the progress of the Department in addressing the second Instructional Motion. Because an extensive presentation was made on this subject at the March 3rd Town Meeting, an abbreviated presentation will be made at the Annual Town Meeting. Finance Committee Report: The Finance Committee voted to recommend the Article as presented by a vote of 7-0-0. These modest changes to the governance of the Reading Municipal Light Department are appropriate in order to create the proper "checks and balances" between the RML Board and the authority of the General Manager as established under Chapter 164. The "checks and balances" proposed mirror those established in the Town's Municipal Government through the appointment of the Town Manager, Town Accountant and Town Counsel by the Board of Selectmen. The use of Chapter 30b (the Uniform Procurement Act) by the Reading Municipal Light Department represents appropriate business practice, and there is no evidence to indicate that using Chapter 30b will create any additional costs or difficulties to the RMLD. Chapter 30b and the Reading Home Rule Charter establish, and will maintain, the independence of the Light Department from the Town Government for purposes of Procurement. Bylaw Committee Report: Action pending. I" Al ARTICLE 8 To see if the Town will vote to amend one or more of the votes taken under Article 12 of the Warrant of the Annual Town Meeting of April 22, 2002, as amended by Article 5 of the Subsequent Town Meeting of November 12, 2002, and as amended by Article 7 of the January 13, 2003 Special Town Meeting relating to the Fiscal Year 2003 municipal budget, and to see what sum the Town will raise by borrowing or transfer from available funds, or otherwise, and appropriate as the result of any such amended votes for the operation of the Town and its government, or take any other action with respect thereto. Finance Committee Background: In January 2003, Reading, along with other cities and towns, was informed that the Governor would be requesting (and later received) authority to make .additional reductions in State aid to cities and towns in order to balance the current year's State Budget. These are so-called 9c cuts. These reductions, more than Y2 way through our fiscal year, amount to $371,000. Other reductions in specific accounts amounted to an additional $135,000 for a total State aid reduction of $506,000. The Town has identified adequate "unexpended appropriations" and previously unidentified "unanticipated revenues" that will close at the end of the year to offset the Governor's 9c cuts. One of these items, closing out the Workers' Compensation Trust Fund which was created when Reading self insured for Workers' Compensation, will require Town Meeting action under this Article. These "unexpended appropriations" and "unanticipated revenues" would have gone into Free Cash at the end of the Fiscal Year if it were not for the 9c cuts. In addition, because of various circumstances including a harsh Winter, several other accounts of the Town are/will be short of funds. The School Department has identified reductions in their budget to offset any over-expenditures in their accounts. The same is true for the School Building Maintenance. On the Town side, the Town has identified approximately $340,000 of reductions in expenditures to offset most of the shortfall anticipated for this Fiscal Year. There will be a need for some use of Free Cash to offset some of these expenditures, primarily for snow and ice removal. The Board of Selectmen, School Committee and FINCOM met several times and reached agreement on how these reduction and other shortfalls in the FY 2003 Budget would be addressed. These amendments are now before Town Meeting to approve and are as follows, as of the date of printing this report: Line Acc't Description Shortfall Reduction Comment Al 25 Town Accountant Salaries $3,675 Assist. Accountant 131 61 Conservation Salaries $5,000 Wetland Fees B6 511 Health Salaries $1,000 Adolescent Nurse 138 541 Elder/Human Services Salaries $11,321 Social Work./Coor. Vol. B17 62 Community Services Salaries $2,000 53rd Payroll C12 35 Finance Salaries $4,660 Assist, T/Coll. and Clerk C13 35 Finance Expenses $5,300 Postage/Personnel D4 41 Law Expenses $10,000, General Legal Expenses_ D10 52 Elections/Registration Expenses $5,000 Advertising D11 850 Property/Casualty Insurance $3,0001 lGeneral Expenses rA Line Acc't Description Shortfall Reduction Comment D14 15 General Services Salaries $1,996 Clerical Sal/53rd Payroll K17 12 Capital - Flexible Account $7,789 02-080 Capital - Town Hall Masonry $7,789 El 1 611 Library Salaries $22,716 Vacancy/Turnover F1 III Police Salaries $26,969 Vacancy - Military F2 111 Police Expenses $52,000 Cruiser Replacement F5 121 Fire Salaries $27,263 Vac./OT/63rd Payroll G3 302 DPW - Engineering Salaries $1,525 Jr. Engineer G4 302 DPW - Engineering Expenses $790 Police Details G5 303 DPW - Highway Salaries $46,952 Vac./Work Comp/OT G6 303 DPW - Highway Expenses $26,000 Vehicle Maint./ Fuel G7 313 DPW - Park/Forestry Salaries $15,520 W. Comp/Seasonal G8 313 DPW - Park/Forestry Expenses $3,850 Seasonal Labor G9 DPW - Salaries $30,050 53rd Payroll G11 325 DPW - Street Lighting $13,290 Savings on bills G12 312 DPW - Rubbish/Recycling $66,000 Savings/Contract G13 321 DPW - Snow and Ice Control $325,200 Bad Winter G14 481 DPW Cemetery Salaries $31,620 Seasonal Labor G141 481 DPW Cemetery Expenses $31,620 Seasonal Labor Total - Town $449,809 $340,086 H3 Town Build. Maint. Salaries $6,000 Overtime H4 Town Build. Maint. Expense $20,000 Total - Building Maintenance $26,000 TOTAL FOR ALL GENERAL FUND BUDGETS $475,809 $340,086 $135,723 From Free Cash M1 400 DPW - Water Salaries $10,000 Overtime M2 400 DPW.- Water Expenses $10,000 Insurance Refund M3 405 DPW - Water Capital $56,750 WTP Feasibility Study M3 405 DPW - Water Capital $50,000 MWRA Connection M3 405 DPW - Water Capital $69,500 WTP Pilot Program TOTAL FOR ALL WATER BUDGETS $186,250 $10,000 I $176,250 From Water Reserve Finance Committee Report: The Finance Committee voted 7-0-0 to recommend the subject matter of this Article as presented. The amendments to State aid this year are devastating, and require the use of unexpended appropriations and surplus revenues to balance these 9c reductions to State aid. Normally, these funds would have gone to increase free cash for next year. R The use of $135,000 in free cash to balance over-expenditures in FY 2003 is below expectations, and thus permits the Town to move forward into FY 2004 with approximately $950,000 in free cash, plus whatever additional amounts are generated as a result of closing out FY 2003. The normal expectation for free cash and other cash reserves for a budget the size of Reading's would be $2,750,000 but given the Town's fiscal circumstances, the $950,000 in free cash is above expectations. . Additionally, the method of balancing the FY 2003 Budget leaves the FINCOM with a reserve fund balance of approximately $66,000 to handle any unforeseen situations arising during the last two months of FY 2003. Bylaw Committee Report: No report. ARTICLE 9 To see if the Town will vote to approve the FY 2004 — FY 2013 Capital Improvements Program as provided for in Section 7-7 of the Reading Home Rule Charter, or take any other action with respect thereto. Board of Selectmen Background: The "Blue Pages" of this report contain several pages of Capital Project Requests. These are the basic building block of the Capital Improvements Program. The workload in putting together the FY 2004 Budget and balancing the FY 2003 Budget after the 9c cuts has made it impossible to complete the new Capital Improvements Program in time to be included in this report. The FINCOM will be reviewing the new Capital Improvements Program before Town Meeting's first session on April 28th, and will make a recommendation at that time. Finance Committee Report: Action pending. Bylaw Committee Report: No report. ARTICLE 10 To see what sum the Town will raise by borrowing, whether in anticipation of reimbursement from the State under Chapter 44, Section 6, Massachusetts General Laws, or pursuant to any other enabling authority or from the tax levy, or transfer from available funds, or otherwise, for highway projects in accordance with Chapter 90, Massachusetts General Laws, or take any other action with respect thereto. Board of Selectmen Background: The Town Accountant advises that the Town is all caught up on approving the Chapter 90 authorizations to date and, therefore, no action is required on this Article at this time. Therefore, this Article will be tabled and may be brought back before Town Meeting at such time as additional funds for road construction become available from this source of funds. Finance Committee Report: No report. 0 Bylaw Committee Report: No report. ARTICLE 11 To see what sum the Town will raise by borrowing, or transfer from available funds, or otherwise, and appropriate for the purpose of making improvements to the Louanis Water Treatment Plant and related facilities by construction of a new facility or renovation of the existing facility, including the costs of engineering services, plans, documents, cost estimates, bidding services and all related expenses incidental thereto and necessary in connection therewith, said sum to be expended by and under the direction of the Town Manager; and to see if the Town will authorize the Board of Selectmen, the Town Manager, or any other agency of the Town, to apply for a grant or grants, to be used to defray the cost of all, or any part of, said water system improvements; and to authorize the Town Manager to enter into any and all contracts and agreements as may be necessary to carry out the purposes of this Article, or take any other action with respect thereto. Board of Selectmen Back-ground: A copy of the Executive Summary from the report by CDM relative to the Water Treatment Plant is attached in the Appendix to this report. The Water and Sewer Advisory Committee (WSAC) will be reviewing this project at its meeting on April 16th. Part of their review is a complete review of the Capital needs and costs, the capital financing plan, and the effect of both on water and sewer rates. Because this review is not complete as of this date, it is possible that a report will be made on this Article at Town Meeting, and that the Article will be tabled if the fiscal review and evaluation is not completed at that time. Finance Committee Report: Action pending. Bylaw Committee Report: No report. ARTICLE 12 To see what sum the Town will vote to establish revolving funds under Chapter 44, Section 53E%2 for any or all of the following purposes: + Using the receipts generated through the sale of compost and recycling bins to purchase additional compost and/or recycling bins; * Using the receipts generated from the rental of parking spaces and/or parking fines to enforce parking regulations; * Administering the consultant fee provision of Reading General Bylaws Section 5.7; Wetiand Protection; ♦ Using all or part of the receipts generated from the issuance of Building, Plumbing or Gas, and Wiring permits for the Walkers Brook Crossing Development to pay the costs of oversight.and inspection of the development on that site; and im ♦ Using the receipts generated through registration fees and other revenues for Recreation programs to pay the costs of the. Recreation program and related expenses. and to pay for related expenditures, and to determine the total amount of expenditures during Fiscal Year 2004 which may be made from each such fund, or to take any other action with respect thereto. Board of Selectmen Background: There will be five separate motions under this Article. This Article provides for the required annual re-authorization under Massachusetts General Laws, Chapter 44, Section 53E'/2 for five revolving funds for specific purposes as noted. Compost Bins - There is an available balance of $3,909 as of April 8, 2003 in this revolving fund for Home Composting Bins. This fund was set up to use State Grants to purchase compost bins and resell them to residents at a reduced price. The amount available is sufficient to purchase bins. Since 1994, The Town has sold 521 bins and we have 29 in stock now. Annual reauthorization of this revolving fund is required under the grant, and will allow the Town to continue this worthwhile program. The use of the bins results in fewer vehicle trips to the compost area, thereby reducing congestion and the use of fuel. Additionally, because of the elimination of curbside leaf collection, these bins provide an alternative for residents to compost their own materials on site. The Town will not be requesting authorization for a revolving fund for curbside recycling bins as we will be working with local vendors to sell curbside recycling bins. Parking Enforcement - The Parking Enforcement Program started August 13, 2003. The Parking Enforcement Officer (PEO) works 18 hours a week. The PEO Program costs have been $7,253 as of March 31, 2003. Employee/Merchant Permit Parking, the sole funding source for the revolving fund, has generated $4,515 thus far. (25 out of 31 permit spaces are now rented.) In addition, the PEO has written 1205 tickets which has yielded $17,040 in fines during that period. While the rental of spaces has been a little slow, the Board of Selectmen is in the process of evaluating the parking regulations in the Square and would anticipate that, by this time next year, the program will be fully self sufficient. When considering the rental of spaces and the fines, the PEO Program is more than paying its way. Conservation Consulting Fees - This Article re-authorizes the revolving fund for consulting fees that may be imposed under Reading General Bylaws, Section 5.7, Wetlands Protection. The Conservation Commission may impose the consulting fee and use the fee to engage the services of expert professional consultants to assist with the review of Notices of Intent. Any unused portion of the fee must be returned to the applicant. The balance remaining in the fund at the end of the fiscal year must be carried forward in order to pay the consultants and to return the unused portion to the applicant. The revolving fund was accepted by the Subsequent Town Meeting of November 19, 2001. To date (3/12/2003) in Fiscal Year 2003, the Commission has received $5,000, expended $2,200, and released the remaining $2,800 from this fund. 11 Fees for Inspection - Walkers Brook Crossing — At last Fall's Town Meeting, an Article was approved to set up a revolving fund for inspection of the Walkers Brook Crossing development. The amount received from the building permit fees was deposited into that account, and moneys have been expended to date for plan review, and some minimal inspections that have been required to date. The motion on this item will request an extension of the revolving fund for another year since the majority of the inspection will be done in FY 2004. Additional -inspections will be required in FY 2005, so a one year further extension will be required. The amount initially placed in the fund was $162,764.17. As of March 31't, $12,417.67 was expended, leaving $150,346.50 remaining in the fund. The motion under this Article will be to approve expenditures of up to $200,000 because there will be additional fees for the "finishing and fit-up" of the Jordan's store which will generate additional inspections requirements. Recreation Revolving Fund — Beginning in the late 80's to early 90's, the Recreation Division began operating under Chapter 44, Section 53D which provides for Recreation Revolving Funds. Due to the growth of the Reading Recreation Division, 53D no longer fits as it was originally intended. The Recreation Division recommends the adoption of a Departmental Revolving Fund G.L. under Chapter 44, Section 53EY2. The proposed 53EY2 Fund provides the opportunity to pay full-time salaries so long as fringe benefits are paid through the revolving fund as well. As of April 1, 2003, the Recreation Revolving Fund has $9,777.85 with a projection of $78,000 to be carried forward based on Summer registrations from April 1 — June 30, 2003, and outstanding expenditures to be paid before June 30, 2003. The motion under this Article will be to approve expenditures of up to $500,000 to cover the salaries of three (3) full-time Recreation employees plus fringe benefits as well as cover all costs incurred by programs carried out by the Recreation Division. Finance Committee Report: By a vote of 7-0-0, the Finance Committee recommends approval of all of the five Revolving Funds as proposed. Four of the funds are merely renewals of the previous funds. The Recreation Revolving Fund appears to be a better and "cleaner" way of running the Recreation programs. Bylaw Committee Report: No report. Conservation Commission Report: The Conservation Commission voted 5-0 to support the Conservation Consulting Fund portion of this Article during their meeting of March 12, 2003. ARTICLE 13 To see if the Town will vote to determine how much money the Town will raise by borrowing, or from the tax levy, or transfer from available funds, or otherwise, and appropriate for the operation of the Town and its government for Fiscal Year 2004 beginning July 1, 2003, or take any other action with respect thereto. Finance Committee Background: The Budget for FY 2004 is included in the "Yellow Pages" of this report. Finance Committee Report: The Finance Committee's recommendations are included with the Budget as part of the "Yellow Pages" in this report. 12 Bylaw Committee Report: No report. ARTICLE 14 To see if the Town will vote to authorize the Board of Selectmen, with the approval of the School Committee and the approval of the Commissioner of Education, to rent or lease certain surplus space in the Reading Memorial High School to one or more public or private profit-making businesses or non-profit organizations; provided, however, that joint occupancy of the High School building will not interfere with educational programs being conducted in said building and provided that the terms of any such rental or lease shall be approved by the School Committee, or take any other action with respect thereto. School Committee Background: This Article authorizes the execution of a lease for the rental of surplus space at the High School by the Board of Selectmen with the School Committee's concurrence and the approval of the Commissioner of Education. Town Meeting will be asked to authorize a lease between the Town and Reading Extended Activities Program (REAP) for Fiscal Year 2004. The lease is a renewal of a lease negotiated by Town Counsel of terms authorized by the School Committee. The lease is for one year and any subsequent lease with REAP of surplus space in the High School will be brought to Town Meeting for authorization. Finance Committee Report: The Finance Committee recommends the subject matter of this Article by a vote of 7-0-0. FINCOM is aware that, once the RMHS construction program is underway and the space occupied by REAP is no longer available, this lease would be terminated. That event may be a year or two away and in the meanwhile, the School Department generates approximately $18,000 in rent from this use which is compatible with the High School use. Bylaw Committee Report: No report. School Committee Report: The Reading School Committee voted on February 24, 2003 to recommend that this Article be added to the Town Meeting Warrant. ARTICLE 15 To see if the Town will accept the provisions of Chapter 71, Section 71 F of the Massachusetts General Laws related to "Nonresident or foster care students; deposit of tuition payments and State reimbursements; expenditures and appropriations," or take any other action with respect thereto. School Committee Background: The Reading School Committee collects tuition from non-resident Special Education students. In order to continue the practice of depositing the tuition funds into a revolving account, Town Meeting needs to accept Chapter 71, Section 71 of the Massachusetts General Law — Nonresident. or faster care students, deposit of tuition payments and State reimbursements; expenditures and appropriations. 13 Finance Committee Report: The Finance Committee voted 7-0-0 to recommend the subject matter of this Article. This is a "housekeeping" Article which will permit the practice over the past two years that this SPED Program has been in effect, to be institutionalized. Bylaw Committee Report: Action pending. School Committee Report: The Reading School Committee voted on February 24, 2003 to recommend that this Article be added to the Town Meeting Warrant ARTICLE 16 To see if the Town will accept the provisions of Chapter 40 Section 3, Paragraph 3 of the Massachusetts General Laws related to "Towns; power to hold, lease and convey property," or take any other action with respect thereto. School Committee Background: The balance remaining in the rental of school property fund has never closed to the general fund at the end of the fiscal year. These receipts have always been used to fund building maintenance expenditures. In order to continue this practice, the current procedure requires that Town Meeting accept the third paragraph of Chapter 40, Section 3 of the Massachusetts General Laws — Towns, power to hold, lease and convey property. Finance Committee Report: The Finance Committee recommends this Article by a vote of 7-0-0. The practice over a number of years has been to carry forward any remaining unexpended receipts from rental of school facilities to the next year in a revolving fund. In three of the past five years, the School Department has utilized these remaining balances to offset the future year's expenditures. Acceptance of this law institutionalizes this practice and the Article is a "housekeeping" Article. Bylaw Committee Report: Action pending. School Committee Report: The Reading School Committee voted on February 24, 2003 to recommend that this Article be added to the Town Meeting Warrant. ARTICLE 17 To see if the Town of Reading will vote to reaffirm previous Town Meeting votes that: accepted the report of the Board of Selectmen upon the laying out as public ways the following described private ways under the provision of law authorizing the assessment of betterments, such ways being laid out in accordance with plans duly approved by the Board of Selectmen; and authorized the Board of Selectmen to take such ways under the provision of law authorizing the assessment of betterments, in fee or rights of easement therein by eminent domain, under the provisions of Chapter 79 of the General Laws, as amended, or acquire said lands in fee or rights of easement therein by purchase, gift or otherwise and to assess betterments therefor. Such ways being filed in the Office of the Town Clerk in accordance with the statutory requirements. M And to see what sum the Town will raise by borrowing, or from the tax levy, or transfer from available funds, or otherwise, and appropriate for the acquisition of said lands or easements therein or for payment of any eminent domain damages and for the construction of said ways, or take any other action with respect thereto. Proposed Public Way Proposed Public Way Anson Lane Lindsav Lane Ashley Place Fairchild Drive southerly approximately 950 feet to the 1997 acceptance Milepost Road Chapel Hill Drive Old Farm Road Davis Lane Partrid e Road Duck Road Pond Meadow Drive Emerald Drive Rice Road Estate Lane Riverside Drive Fairchild Drive Sanborn Lane From 1989 acceptance westerly approximately 670 feet to Lilah Lane Fairview Avenue From Sunnyside Avenue to Riverside Drive Sanborn Lane From Roma Lane to cul-de-sac Gateway Circle Stone Well Road Haystack Road Symonds Way Jessica Circle Terrace Park Kurchian Lane Thomas Drive Lilah Lane Verde Circle Board of Selectmen Background: Essentially this is a "housekeeping" Article. Thirty three streets, as listed below, were duly accepted by the Town at Town Meetings in the past. The Town Meetings followed Board of Selectmen public hearings at which the Selectmen determined the public purposes that necessitated the taking of each street and accepted the layout of each street. However, after the Town Meeting votes, the orders of taking were neither issued nor recorded in accordance with statutory requirements. Therefore, the previous Town Meeting votes must be reaffirmed so that the orders may be recorded in a timely manner and compensation paid to the owners who are the current abutters to each street. Engineering plans, with metes and bounds description of the streets, have been available for public examination in the office of the Town Clerk since March 3, 2003. Written notice was sent to each current abutter/owner as to the purpose of this Warrant Article on March 14, 2003. This Article has been previously funded to the extent of $1 per lot on each street and, therefore, no additional appropriation is required. WAYS- Anson Lane Ashley Place Chapel Hill Drive Town Meeting Vote Year 1997 1993 1993 15 Ways Lynn Village Way Milepost Road Old Farm Road Town Meeting Vote Year 1999 1993 1993 Ways Davis Lane Duck Road Emerald Drive Estate Lane Fairchild Drive Fairview Avenue Forest Street Gateway Ci[C|8 Haystack Road Jessica Circle PCVn:hiaDL8Oe LilahLaOe Lindsay Lane 1992 Town Meeting Vote Year 1993 1992 1884 1993 1993 1999 1993 1993 1993 1994 1993 1993 Finance Committee Report: No report. Bylaw Committee Report: No report. Ways Parsons Lane Partridge Road Pond Meadow Drive Rice Road Riverside Drive Roma Lane Sanborn Lane Sanborn Lane Stone Well Road Symonds Way Terrace Park Thomas Drive Varney Circle Verde Circle 1999 Town Meetina Vote Yea ` 1883 1884 1994 1993 1999 1993 1883 1983 1995 1993 1993 1999 1993 ARTICLE 18 To see if the Town will vote b] authorize the Board Of Selectmen Of the Town of Reading to convey and/or abandon certain rights in fee and/or easements in Reading, Middlesex County, MA in the portion of the cul-de-sac in the public way known as LiOnea Lane which portion to be abandoned is shown on 3 highlighted portion of the plan entitled "Street Acceptance Plan, Linnea Lane" originally dated February 1060| and to determine the minimum amount to be paid for such conveyance and/or abandonment; and to authorize the Board of Selectmen to convey and/or abandon all or any part of said rights in fee and/or easements for such aDloVD1 or g larger amount, and upon such terms and conditions as the Board of Selectmen ahe|| consider proper, and to deliver a deed OF deeds therefore if necessary, Or take any other action with respect thereto. Board OfSelectmen The property owners at48 and 45UOOea Lane have requested that the Town 8b@DdOO the cVl+d8-S@CiD front Cf their houses because it serves no purpose. In current subdivisions, the cul-de-sac would have been temporary and xvOu|d have been abandoned and restored tD the property owner when the street was extended. This was not the case when Unnaa Lane was developed. The Department of Public Works favors the elimination of the cul-de-sac because it is difficult to the plow and requires UOO8C8S38[y maintenance. It also reduces the amount of pavement thereby reducing the amount Vfstonnvvoter runoff from the road. The Town will need tO maintain aO easement over the property because Town water and sewer lines run through the'a[ea. Aaimi|er abandonment was done on Lucy Drive in1B97. This proved tobevery successful for both the Town and adjacent homeowners. _ Finance Committee Report: No report. irt Bylaw Committee Report: No report. r' t. ARTICLE 19 To see if the Town will vote to amend Section 7 -9 of the Town of Reading Horne Rule Charter by inserting in the second sentence after "The approval of any such Warrant by the Town Manager" the words "and subsequently by the Board of Selectmen" so that the entire text of Section 7 -9 shall read as follows: Section 7 -9: Approval of Financial Warrants Warrants for the payment of Town funds prepared by the Accountant in accordance with the provisions of the General Laws shall be submitted to the Town Manager. The approval of any such Warrant by the Town Manager and subsequently by the Board of Selectmen, shall be sufficient authority to authorize payment by the Town Treasurer but the Board of Selectmen shall approve all Warrants in the event of a vacancy in the office of Town Manager. or take any other action with respect thereto. Petition Background: The Board of Selectmen is the only elected Board that does not review and approve the Town of Reading's bills payable and payroll warrants; elected Boards that do review and approve the respective bills payable and payroll warrants are the School Committee, Board of Assessors, Board of Library Trustees and the Municipal Light Board. The petitioners believe that Town Meeting should discuss changing Reading's Home Rule Charter, Article 7, requiring all elected Boards to act equally by reviewing and approving the bills payable and payroll warrants. An affirmative vote by two - thirds of Town Meeting Members present will move these proposed changes to Reading's Home Rule Charter to the electorate at the next Town -wide Election. Finance Committee Report: The Finance Committee voted not to recommend the subject matter of this Article by a vote of 0 -7 -0. The current process works well. The proper "checks and balances" are in place. The Board of Selectmen hires both the Town Manager and the Town Accountant who are responsible for the final sign -off on all payroll and accounts payable warrants. Bylaw Committee Report: Action pending. ARTICLE 20 To see if the Town will vote to amend the Town of Reading Bylaws, Article 2, Section 2.2 Conduct of Town Meetings Rule 3 by adding the words "or Charter' after the word Bylaws so that the rule shall read in its entirety: Rule 3 Prior to debate on each Article in a Warrant involving changes in the Bylaws or Charter, the Bylaw Committee shall advise the Town Meeting as to its recommendations and reasons therefore. j or take any other action with respect thereto. Rules Committee 17 Background: The Rules Committee felt that it made sense to have the Bylaw Committee review proposed Home Rule Charter changes, and that Rule 3 was silent on the issue. This proposed change will address what has been an unwritten fact. Finance Committee Report: No report. Bylaw Committee Report: Action pending. ------------------------------------------------------------------ ------------------------------------------------------------------ ARTICLE 21 To see if the Town will vote to amend the Town of Reading Zoning Map as follows: Designate and include the following property in the PRD-R Zoning District: Assessor's Map 58, Lot 5 or take any other action with respect thereto. Community Planning and Development Commission Background: The current Longwood PUD overlay is a newly created district for the area of Longwood Poultry Farm, (Assessors Map 96, Lot 13; Map 58, Lot 7; Map 80, Lot 30) including properties addressed at 468 West Street, 6 Kelch Road and 111 Longwood Road.' At the request of Timothy Leary, owner of the property at 113 Longwood Road, Article 21 proposes to amend the Zoning Map to include that property, Assessors Map 58, Lot 5, in the Longwood PUD overlay. Finance Committee Report: No report. Bylaw Committee Report: Action pending. CPDC Report: The Community Planning and Development Commission voted 4-0-0 to recommend passage of the subject matter of Article 21 of the Warrant at the Annual Town Meeting on April 28, 2003, which designates the following Assessor's map and lot number as PUD-R: Assessor's Map 58, Lot 5. As per MGL, Chapter 41A, Section 5, the CPDC held a public hearing on March 24, 2003, advertised the hearing for two consecutive weeks on March 10 and March 17, 2003 in the Reading Chronicle prior to the date of the hearing, and notified Town Meeting Members and subject abutters, if appropriate, within the specified time period. IR ARTICLE 22 To see if the Town will vote pursuant to Section 2-6 of the Reading Home Rule Charter to declare the seats of certain Town Meeting Members to be vacant and remove certain described persons from their position as Town Meeting Members for failure to take the oath of office within 30 days following the notice of election or for failure to attend one half or more of the Town Meeting sessions during the previous year, or take any other action with respect thereto: James E. Barry Francis J. Burgholzer, Jr. Kevin M. Douglas Board of Selectmen Back-ground: The Reading Home Rule Charter provides for the removal by Town Meeting of Town Meeting Members who do not attend at least half of the Town Meeting sessions during the previous year. There are three members who meet that situation: James E. Barry Precinct 1 Francis J. Burgholzer, Jr. Precinct 3 Kevin M. Douglas Precinct 6 The Town Meeting Members from each of these precincts will be asked to meet in a caucus before this Article is taken up, and to evaluate the particular circumstances of each of these situations. The 'three affected precincts will then make a recommendation to Town Meeting as to whether the member should be removed. Finance Committee Report: No report. Bylaw Committee Report: No report. i R] and you are directed to serve this Warrant by posting an attested copy thereof in at least one (1) public place in each precinct of the Town not less than fourteen (14) days prior to April 8, 2003, the date set for the Election in said Warrant, and to publish this Warrant in a newspaper published in the Town, or by mailing an attested copy of said Warrant to each Town Meeting Member at least fourteen (14) days prior to the time of holding said meeting. Hereof fail not and make due return of this Warrant with your doings thereon to the Town Clerk at or before the time appointed for said meeting. Given under our hands this 4th day of March, 2003. Daniel W. Halloran, �Jr, Constab e 1011 Camille W. Anthony, Chairman Matthew Cummings, Vice Chairman �'�''c�ivd Sul ��,,lre Richard W. Schubert, Secreta reorge V. Hines f L AC 2/0- - Gail F. Wood SELECTMEN OF READING READING MUNICIPAL LIGHT DEPARTMENT REPORT ON THE LIGHT DEPARTMENT im 21 2002 Performance ® The RMLD restructured a power supply contract in the spring, which saved the ratepayers over $700,000. ® The RMLD put a Purchased Power Adjustment Charge in its rates in June to refund $3.5 million to the ratepayers. ® The RMLD gave back $3 million in November as a one -time refund. ® The RMLD's reliability index was 99.9957, which means that the average customer outage is 22 minutes per year. This rating is among the highest in New England. 2 22 2003 Performance The RMLD"s, Operating Budget for 2003 is $57,962,206, which is $156,414 lower than the 2002 pro forma expenses of $58,118,620. Reading Municipal Light Department Comparison of Annual Expenses - 2002 versus 2003 $70 $60 $50 In $40 EM 2002 M2003 M $30 $20 $10 $0 Total Expense Power Supply Operation Depreciation Outside Misc. Income Expense Expense Services Deductions Categories 2003 Annual Expenses as a Percentage of Total Expenses Outside Services 1% Misc. Income Depreciation Expense Deductions 4% Operating Expense 1% 17% Power Supply 77% 23 2003 Performance (Continued) • A Cost of Service Study was commissioned to reduce and de- seasonalize the electric rates in mid 2003. • The second phase of the Cost of Service Study will explore the feasibility of developing rates to include a school rate, primary user rate and block rates reflecting climate control usage. • The RMLD's Customer Service Department brought the Residential Conservation Service in house, which is saving $36,000 per year in Outside Services Costs. • The RMLD has $13.5 million in its Rate Stabilization Fund. A part of which is being used to stabilize the fuel charge. • The RMLD also uses the Rate Stabilization Fund as a reserve against unforeseen events (early nuclear decommission, loss of large customers, sustained economic down turn, etc.). ® The RMLD has approximately $4.2 million in bonds through the Town of Reading, which will be paid off by 2007. The RMLD does not foresee the need for additional bonding through 2007. 0 24. ARTICLE 4 To see if the Town will vote pursuant to M.G.L. c. 43B Section 10(a) to approve an amendment to the Reading Home Rule Charter by adding the following language to Section 3 -5: "The Municipal Light Board shall hire the General Manager of the Reading Municipal Light Department and set his compensation; the General Manager shall serve at the pleasure of the Board and may be removed by vote of a majority of the entire Board after notice and hearing. The Municipal Light Board shall appoint the Accounting Manager or Chief Accountant of the Reading Municipal Light Department; and appoint counsel to the Reading Municipal Light Department. The Municipal Light Board may delegate in whole or in part as it may deem proper, the direct supervision of the Accounting Manager or the Chief Accountant as the case may be, along with the supervision of other subordinate employees. The Municipal Light Board shall approve warrants for payments of all bills and payroll of the Municipal Light Department; and approve all contracts made in accordance with M.G.L. c. 30B, except contracts for purchasing of power. The Municipal Light Board shall employ the Auditor appointed by the Town of Reading Audit Committee. The Municipal Light Board shall annually set electric rates and approve an annual operating budget and Capital Improvements Program each fiscal year. Such approval will be done by a majority vote of the Municipal Light Board. After the Municipal Light Board has approved an annual operating budget and Capital Improvements Program, it will present them to the Reading Finance Committee and Reading Town Meeting. Upon request of any of the other towns served by the Reading Municipal Light Department, the Municipal Light Board shall make a presentation to the Finance Committee and /or Town Meeting of any such town(s)." or take any other action with respect thereto. Board of Selectmen 25. 61 Restatements of Massachusetts Law (Chapter 164) • The RMLD Board shall hire the General Manager. • The RMLD Board shall set the General Manager's compensation. • The General Manager shall serve under the direction of the RMLD Board. • The RMLD Board may remove the General Manager by a majority vote of the entire Board after notice and hearing. • The RMLD Board shall approve warrants for payment of bills and payroll. • The RMLD Board shall annually set electric rates. • The RMLD Board shall approve an annual operating budget by a majority vote of the Board. 9 W C Conflicts with Massachusetts General Law (Chapter 164) • The RMLD Board shall appoint the Accounting Manager or Chief Accountant of the RMLD. According to Chapter 164, Section 56, the General Manager has the authority to hire employees of the Municipal Light Department. • The RMLD Board shall appoint counsel to the Reading Municipal Light Department. According to Chapter 164, Section 56, the General Manager is responsible for the employment of attorneys. • The RMLD Board shall approve all contracts made in accordance with M.G.L. c. 30B, except contracts for purchasing of power. According to Chapter 30B only the Municipal Light Board has the authority by majority vote of the Board to accept Chapter 30B guidelines. 27 Actions Taken Policy Changes The RMLD has taken the following actions and changed its policies in order that past problems do not reoccur. • The RMLD no longer has company credit cards and eliminated the credit card policy. • The RMLD has revised its policies with respect to travel. Meals are only reimbursable on a per diem basis. • The RMLD Policy 19, Board of Commissioners has been changed so that the RMLD employees may directly contact any RMLD Board member for any reason. • The RMLD Board has an exceptions sheet, upon which it lists questions, concerns and comments concerning the payables and payroll. The General Manager and the Accounting Manager review and respond to the Board's questions and concerns. • Petty cash is only used for storm duty expenses and payroll problems. - Neither incident has arisen since the change enacted in January 2002. 8 28. Changes in RMLD Board Policy #19 that reflects Article 4 points • The RMLD Accounting Manager Board Sub Committee will interview the final Accounting Manager candidates and makes recommendations to the General Manager prior to the hiring of a new Accounting Manager. • On a quarterly basis the Accounting Manager will meet with the Town Accountant and a member of the RMLD's Audit Sub Committee. • The Accounting Manager has been given the authority to meet with the RMLD Board with instances when there arises an issue for resolution with respect to expense reporting, payables, payroll, and any other financial issues. • The General Manager, as part of the quarterly budget process, will give the RMLD Board an update on the budget versus actual expenditures for Outside Services. • The General Manager will present to the RMLD Board, as part of the budget process, the counsel(s) that he plans to use for the next fiscal year. 9 29 Revision No. 8 RMLO Policy No. 1Q BOARD OF COMMISSIONERS PURPOSE A. To establish the role of the RMLD Board and Commissioners. Effective Date: 4/3/03 Per Board Vote: 4/3/03 B. To establish administrative controls for certain Commissioner activities. C. This policy may not be changed unless it is advertised in the local newspapers in the four-town service territory once a week for two consecutive weeks. These newspapers are Reading Daily Times Chronicle, The Wilmington Town Crier, The North Reading Transcript and The Lynnfleld Villager. The notice of this change will also be posted in the Town Halls in the four-town service territory. Any changes that involve grammar or minor content needed for clariffication need not be advertised GOVERNING LAWS Ml�L. Chapter 1G4 and other applicable federal and state statutes and regulations. RESPONSIBILITIES A. Board Chairman and Vice Chairman: 1. Chairman is responsible for calling regular, emergency, and Executive Session meetings ur the RK0UD Board aeneeded. 2. Cho|nnon pmeNeo over RW1LO Board meetings, approves the agenda and recognizes all speakers, including other Commissioners. 3. Chairman nominates Board members to represent the Commission at appropriate functions, events and meetin Final decision iobya majority ofthe Board members. A majority of the Board |oat least three of the five members. 4. Chairman nominates Board members ho Board 8ub-Oommittaaa.Final appointment iobya majority vote of the Board members. 5. If the Chairman is unable to attend oBoard meeting, then the Vice Chairman will aonm as the Chairman of the Board Meeting. If the Chairman and Vice Chairman are unable to attend a Board meeting, then the Secretary of the Board will assume the duties of the Chairman and will appoint u Commissioner buserve au Secretary for that meeting. 6. The Board will not address anew issue past 1O:45 PM and ends all Board meetings by 11: 15 PM. B. Board Secretary: 1. Final review of Board minutes. 2. Certifies, ao required by law, votes of the Board. 10 30 ML RESPONSIBILITIES B. Board Secretary: Signs, direction of a majority of the Board members, power supply contracts and legal settlements on behalf of the Board. Alternatively, the General Manager or any Commissioner may be authorized by e majority vote of the Board to perform this function. C. Commission aua whole, by majority vote: i. Responsible for approving overall goals, objectives and policy setting for the Department to be discharged by the General Manager within the constraints of M.G.L., Chapter 164 and other applicable federal and state statutes and The Commission hs elected by the voters of the Town of Reading, accountable to the Town of Reading and responsible to the ratepayers of the entire RK4LD service area. 2. Selects the General Manager and establishes tmratemnd manner of compensation. The General Manager serves as the equivalent of the Chief Executive Officer and the Chief Operating Officer for the Board with the ultimate authority and responsibility for the operation and the management of the RMLD, under the direction and control of the Commissioners and subject to M.G.L., Chapter 164. Before the end of the fiscal year, the Board will give the General Manager written performance appraisal based on the General Manager's performance during the previous fiscal year and adjust the General Manager's salary based on goals and expectations, in writing' for the next fiscal year, upon which the General Manager will beevaluated. Except for actions contrary to decisions or written policies made by the Board aa a whole, the General Manager is authorized to take whatever actions are required bu operate and manage the utility. The General Manager is the only designated representative for the Board regarding collective bargaining negotiations. The General Manager may utilize other RyNLD management personnel as needed to carry out Mhnoo nanpono|b|Udno. 3. When a new Accounting Manager is hired, the Accounting Manager Sub- Committee will interview the final candidates and makes recommendations to the General Manager before the General Manager hires the Accounting Manager. 4. The General Manager will present to the Board the aa|eudon criteria and legal counsel(s) to be used for the coming year as port of the Operating Budget presentation. 5. The Cmn/on/om/onera will meet quarterly with the Accounting Manager to discuss the umgat This meeting will be held during a Board meeting in Open Session. If any issues tpbe discussed are being considered 8n Executive Session, then the discussion will proceed during the next Executive Session. 11 31 Ill. RESPONSIBILITIES C. Commission aao whole, by majority vote: 5. The Accounting Manager will also meet with a member of the RMLD's Audit Sub-Committee and the Town Accountant quarterly to discuss the RMLD's financial issues. These meetings may be held more frequently if the RMLD Accounting Manager believes that necessary. Also on a quarterly basis, coinciding with the Accounting Manager's presentation in Open Session to the Commissioners, the General Manager will give an update on the expenditures on Outside Services, which Includes the legal, engineering, audit, and other consulting services. The General Manager is required to give the Commissioners a full report on the expenditures for each of the outside services including the dollars expended, cost to complete, and a projected end date. If any legal issues are being considered in Executive Session then the explanation of that legal Issue will be given in closed session. When the Accounting Accounting Manager shall bring his concerns to the Commissioners for discussion and resolution at the next available Board meeting. The issue will be discussed in Open Session unless there is a need to go into Executive Session (i.e., invoices conceming legal matters, etc.). O. Serves ooan appeal body for ratepayers on matters arising from the RMLD's Operations. 7. The RMLD Board will appoint one Commissioner to serve on the Town of Reading Audit Committee. Reappointment of this position will be done and annuah��� lly after ----- --- -- ---- '--~u~u'^''* ^~~~^' ~~~~'""^ "= ~ the annual '--- of ''----'= election. The ^~'~' of \ ^~°="'''a ^~""'^ Committee " will uw'u out a Request for Proposals for `- .4muKtiog Services on behalf ofthe Tbmm and for the Reading Municipal Light Department The presence of Commissioner on the Town of Reading's Audit Committee will ensure that the selected auditing /frm is qualified to perform a financial audit ofa municipal electric utility. The R8xLD Board of Commissioners accepts the audited financial statements and management letter and shall require the General Manager to submit a written action report on any item commented on by the euditoes Management Letter. 8. Annually selects Commissioners to aome as Board Chainnan, Vice Chairman and Secretary. The Chairman, Vice Chairman, and Secretary will bo elected by o majority vote of the Board. A special restructuring of the Board may beheld with e vote of four members. 9. Approves, after the Citizen's Advisory Board, oo provided for mthe Twenty-Year Agreement, on the following topics: a. Significant Expansion or Retirement of the RM0'sTmnsmission. Distribution, General Plant, or Generation; b. Power Contracts and Agreements and their Mix; C. Cout-of-8onvioe and Rate Making Practices; d. Financial and Cost Accounting Practices and; a. Other Issues that may come before the Board. 12 32 Ill. RESPONSIBILITIES C. Commission as a whole, by majority vote: 10. Approves: a. The annual report (including audited financial statements) of the RMLD. b. All correspondence on RM0|etterhead that io written byany Commissioner to other elected Boards, Committees orratepayers. C. All collective bargaining agreements. Also establishes the goals and objectives for the General Manager to meet in bargaining now or amended collective bargaining agreements. d. All presentations made by the R/NLDbo other elected Boards or Committees. e. Initiation of litigation orsettlement. t The appointment of Commissioners bo Board Sub-Comm|Ueeo. 11. Approves, in conjunction with the General Manager, the payroll and weekly accounts payable warrants. 12. Commissioners may attend (consistent with approved RMILD budgets) meetings, conferences, training sessions and similar functions as appropriate for enhancing policy-making skills. Attendance at APPAs summer and winter national conferences and NEPPA's annual conference and annual business meetings are presumed to be appropriate. Attendance of similar functions sponsored by the Town of Reading r the Commonwealth ofMassachusetts for / ) elected officials are also presumed hmbeappropriate. \ / Attendance for all other meetings, conferences, training oeoeinno and similar functions shall be administered |n the same manner ao for RN\LD management employees, as outlined in Policy 5, Emp|oXee, RK8LD Board of Commina|onono, Citizen's Advisory Board Overnight/Day Travel Policy. In the event a Commissioner disagrees Kh the resultant decision(s), request the Board as a whole, by a majority vote, to approve attendance (subject to any conditions deemed appropriate by the Board). Any Commissioner attending meetings, conferences, training sessions and similar functions as appropriate for enhancing policy-making skills are required to make a full report at the next available Commissioner's meeting. It is the policy of the Board that no Commissioner will have a personal or economic interest or benefit, directly or indirectly, from attendance in meetings, conferences, training sessions and similar functions. Further, it is the responsibility of each Commissioner to make a full public disclosure of any personal interest or benefit in advance. U. Commissioners serve as Trustees of the RIVI0 Pension Trust with all rights and obligations conferred upon them by the Trust, ao amended by the Trust from time to time. Commission, as a whole and by majority vote, as Pension Trustees: 1. Acknowledges that the Town of Reading Audit Committee will select the firm that performs the annual financial audit of the RN>LD Pension Trust. The R/WLD Board of Commissioners accepts the audited financial statements based on the recommendation of the BK8LO'o Audit Gub-Oommittee. 2. Selects the firm that performs on annual actuarial studofUe0N0Pension 13 33 Ill. RESPONSIBILITIES D. Commissioners serve as Trustees of the 0N0Pension Trust with all rights and obligations conferred upon them by the Trust, ueamended by the Trust from time hotime. Commission, aao whole and by majority vote, ao Pension Trustees: 3. Selects all professional services associated with the Pension Trust. Approves all professional services invoices associated with the Pension Trust. 4. Approves all financial transactions (including investments and disbursements) and records involving any aspect of the Pension Trust. E. Board8ub-Cummiftaao: i. Serve aue mechanism for the Board io review and consider specific issues. can n*onmmond, but not approve unless specifically de|egated, a course of action to the Board. RIVILID Board of Commissioners Subcommittees Task Force Subcommittee GMCummittee/8eamh Audit Sub-Committee Community Relations Power Contracts, Rate Setting, Customer Choice Pension Operating and Capital Budget Payables Account Payables Payroll CAB/Board8ubcommittee 34 Responsibilities To sit onRMLD Oversight Task Force, Review 8M evaluation process and search. Recommend audit findings to the Board. One member o[ the Audit Sub Committee meets at least quarterly to with the Accounting Manager and the Town Accountant to review and discuss R[NLD financial issues. Review and approve all press releases. Recommend power contracts to Board. Recommend rate changes to the Board. Recommend actuaries and actuary findings to the Board. Recommend Operating and Capital Budgets to Board. Review and approve payoblea on a weekly basis. This position is rotational. It requires three primary signers and one back up. No Commissioner may serve more than three consecutive years on this Sub-Commiftee and must take a year leave before returning to this Sub-Commiftee. Review and approve payroll. This position is rotational. It requires primary signer and one back up. No Commissioner may serve more than three consecutive years on this Sub- Committee and must take a year leave before returning to this Sub-Committee. Recommend payment to the Town. 14 RMLD Board of Commissioners Subcommittees Town of Reading Audit Committee Accounting Manager |V. POLICY ELEMENTS A. It is the policy of the RMLD Board: Responsibilities Sit on the Town of Reading Audit Committee and select firm that performs annual financial audit ofRNiU] pension trust. Interviews the Omd candidates and makes recommendations to the General Manager before the General Manager hires the Accounting Manager. t To operate in accordance with the spirit, ae well onthe letter of all laws affecting its business and its employees. 2. All Commissioners and employees are required to act with the highest level of integrity, business ethics and objectivity in any RMU]bonoaoUon or where o Commissioner or employee represents the Board or the R[NLO. No Commissioner oremployee is allowed to m|ouan the authority orinfluence of his or her RK8LOposition. 3. To operate hna businesslike and efficient manner in all aspects nf operating and managing the RMLD. 4. To be supportive of a good working relationship between Management and Unions as detailed in the Labor Relations Objective section of the Labor Relations Guide for Managers; toinitiate communication and interaction with respect to RMLD business with all RMLD employees only through the General Manager; to provide union employees separate aooeoo to the Board as constrained within the collective bargaining agreements. 5. To hold regular and public meetings to allow ratepayers to provide direct input on any open session matter before the Board. G. 3o affirmatively and courteously respond to all requests for public information, subject to the constraints of Policy 12, Board Document Dissemination and the Massachusetts Public Records Law. All requests will be arranged through the General Manager. 7. To not contribute, in any form, to civic, charitable, benevolent or other similar 8. To maintain "cost ofservice" manage the 0N0with the goal that its residential rates are lower than any investor owned electric utility in K4000aohuootto and lower than any e|oobn utility whose service area in contiguous with the RK4LD'o. A. To utilize technology, training, personmd, and flexible work and administrative processes to maintain a competitive and municipally owned electric utility serving the best interests of all ratepayers, to direct and manage the RMLD in the best interests of the RMLD, the Town of Reading, and its ratepayers. 15 35 New Concepts • The RMLD shall make a presentation of the Annual Budget and Capital Improvements Program to the Reading Finance Committee and Reading Town Meeting each fiscal year. • The RMLD shall make a presentation of the Annual Budget and Capital Improvements Program to the Outside Towns' Finance Committee and/or Town Meeting. 36 Benefits of the RMLD • The RMLD is the largest municipal electric utility in the Northeast. • The RMLD has a Rate Stabilization Fund (RSF) in order to offset unforeseen events (early nuclear decommission, loss of large customers, sustained economic down turn, etc.) and stabilize fuel costs. • The RMLD has approximately $4.2 million in bonds, which are backed by the RSF and will be paid off by 2007. The RMLD doesn't see the need for additional bonding through 2007. • The RMLD returned $1,948,829 to the Town of Reading during fiscal year 2002. l • The RMLD has returned over $29.6 million to the Town of Reading since 1980. • The RMLD's residential rates are in the lowest third of the electric utilities in Massachusetts. • The RMLD's commercial and industrial rates are among the three lowest in Massachusetts. • The RMLD provides community oriented educational activities to the youth and seniors of the Town of Reading. • The RMLD continues construction programs, which are revitalizing its distribution system and increases its reliability both in the Town of Reading and throughout its service territory. 17 37 ARTICLE 11 — Background Information Following is the Executive Summary of the "Louanis Water Treatment Plant Feasibility Study", completed by CDM, Inc. in cooperation with Town of Reading Department of Public Works staff. Purpose This report summarizes the Louanis Water Treatment Plant comprehensive evaluation and feasibility study. This study resulted from the Town of Reading's desire to investigate their existing water treatment facility and to develop a recommended improvements plan that will satisfy current and future treatment and operational challenges. The following major issues have driven the need for this study: 1. The requirement to meet Stage 1 Disinfectants/Disinfection Byproducts Rule (D/DBR) for total trihalornethanes (TTHMs) by January 2004. 2. Consumer complaints about the hardness, taste, and color of the drinking water. 3. Excessive maintenance of aging and outdated equipment. 4. Heightened security awareness 5. The need to upgrade the existing WTP to current codes and safety regulations. 6. To increase plant efficiency by integrating the latest operational and monitoring technologies into the treatment facility. Combined, these issues have presented the Town of Reading with an opportunity to conduct a full assessment of the situation. An evaluation of the plant's future needs and an assessment of the efficiency of the current operations were used to develop a recommended improvements plan to provide Reading with high quality drinking water through the year 2025. ES-1 Background Reading's core water treatment facility, originally named the Hundred Acre Meadow Water Purification Plant, was first constructed nearly 70 years ago with a capacity of 1.75 million gallons per day (mgd). The plant was designed to remove iron and manganese from Reading's groundwater supply. Treatment consisted of coke tray aeration, sedimentation, and slow sand filtration. Reading's treatment plant has undergone two major upgrades and a number of improvements since it was first constructed in 1935. The first major upgrade was in 1962 when the plant was expanded and modified to meet increased water demands and to comply with the design standards at that time. The coke tray aerators were converted to spray aerators, the original sedimentation basins were converted to flocculation basins, and the original slow sand filters were converted to sedimentation basins. In addition, the treatment facility was expanded to include six new rapid sand filters, a 155,000 gallon clearwell, backwash pumping equipment, chemical storage and feed systems, a pipe gallery, and updated instrumentation and electrical equipment necessary to operate the plant. Following the 1962 upgrade, an additional clearwell with a capacity of 500,000 gallons was constructed in 1968 and automatic residuals removal equipment was added to the sedimentation basins in 1972. The treatment plant was rehabilitated for a second time in 1981. A detailed analysis of plant performance, hydraulic capacity, and equipment conditions was performed. Recommended upgrades included improvements to the aeration system, adding new rapid mix basins, modifications to the sedimentation basins, additional filter influent piping to increase plant hydraulic capacity, filter improvements, and installation of new chemical feed facilities for chlorine, chlorine dioxide, ammonia, lime, and fluoride. Physical plant upgrades consisted of a new building for offices, laboratory, and chemical storage and feed systems. Construction of a new high service pump station and standby power was also recommended. Except for the new high service pump station, all of the recommended improvements were implemented in the 1981 -1983 plant improvements program. However, because MA DEP would not approve chloramines at that time for a distribution system residual, the ammonia system was never placed on line. In 1988, about five years following the second major rehabilitation, the residuals collection system in the sedimentation basins was upgraded. The most recent upgrades were implemented in 1991. A new aeration system was installed above the sedimentation basins and an air scour retrofit was installed below the filters to enhance the backwashing process. Existing Conditions The Louanis Water Treatment Plant has provided the Town of Reading with reliable, good quality drinking water since its last major upgrade in 1981. The raw water quality from Reading's nine source wells is very difficult to treat. Reading has been able to consistently meet current drinking water regulations, except for recent concerns with total ES -2 39 trihalomethanes (TTHMs). The plant has managed to keep TTHM levels just below the previous Maximum Contaminant Level (MCL) of 100 ppb. However, the EPA recently introduced the Stage 1 D/DBPR, which lowers the MCL to 80 ppb. In order to meet this lower MCL, Reading must modify the plant's existing disinfection treatment process. Water Supply and Demand The current average fmished water demand for the Town of Reading is approximately 2.0 mgd, well below the Town's registered raw water withdrawal of 2.57 mgd. During dry years, the maximum day high period demand (May through October) has risen to as much as 3.8 mgd. Average day high period demand for 1995 -2001 was 2.2 mgd. In 1999 Reading completed a study to develop a long -term water supply strategy. The study concluded that supplementing Reading's water supply from an inside source was very unlikely. Therefore, any supplemented water would need to be obtained from an outside source. The most promising outside source is the Massachusetts Water Resources Authority (1VIWRA) Waterworks System. The Town of Reading is currently in the process of applying for admission to MWRA as a supplemental source of supply for as much as 219 million gallons of water per year. With the approval of this application, the MWRA will supplement the Town's existing water supply each year from May through October. A supplemental supply from the MWRA will allow Reading to meet current and future high period demands while relieving the stress on the Ipswich River at the same time C� Water Quality and Treatment Process Evaluation Monthly workshops have been held since the early stages of this project to identify the most important water quality and treatment process goals for the Louanis Water Treatment Plant. Workshop attendees included key representatives from the Town of Reading and CDM. The workshops included discussion sessions on the following issues: ■ Raw water quality from the nine source wells ■ Current finished water quality ■ Reading's water quality compatibility with MWRA water supply ■ Regulatory outlook ® Customer focus ® Pilot testing ® Development of water quality goals ES -3 40 - -- The water quality goals for the Louanis Water Treatment Plant are summarized as follows: 1. Reduce disinfection byproducts (DBPs) in the distribution system and comply with Stage 1 D/DBPRs by January 2004. 2. Reduce total organic carbon (TOC) and color levels in finished water. 3. Meet or exceed finished water iron concentrations of 0.03 mg/L or less and finished water manganese concentrations of 0.03 mg/L or less. 4. Reduce the major consumer grievances such as hardness, taste, and color complaints. 5. Consistently produce high quality finished water from any combination of the nine source wells, regardless of their water quality. Treatment Process Performance Assessment The major recommendations from the water quality and treatment process review include: • Consider using chloramines as an alternative disinfection treatment to meet new TTHM standards by January 2004. • Consider pilot testing the following treatment technologies to help decrease TOC and color levels: ® Post filtration GAC contactors ® Membrane filtration system ® NMX ion exchange resin ® Reduce hardness in the finished water by decreasing or eliminating the addition of lime (required for pH adjustment) and replace it with potassium hydroxide instead. Existing Facility Evaluation CDM has conducted health and safety, security, mechanical, electrical, instrumentation and control, HVAC, architectural, and structural audits of the Louanis Water Treatment Plant. The audits included analysis, inventory, and on site inspections of all plant facilities and equipment. Health and Safety Evaluation Several health and safety concerns were identified during the facilities evaluation. It was recommended that Reading replace the existing chlorine gas system with a safer ES -4 41 hypochlorite system because of the serious health effects posed by an accidental chlorine gas leak. Due to the risk of contaminating Reading's well supply, it is also strongly recommended that the existing fuel oil underground storage tank be replaced with an aboveground storage tank. In addition, CDM recommends that emergency procedures be developed for a fuel oil spill in case an accident should occur during fuel oil deliveries. Finally, in order to improve operator safety it is recommended that the existing catwalks be extended to the top of the aeration towers and that permanent lighting be installed for maintenance of the distribution tray. Security Evaluation Due to recent events, security has become a top priority for water utilities. In order to address these concerns, it is recommended that Reading update all of the security system alarms and monitors at the water treatment facility including security gates and fencing. Mechanical Evaluation The mechanical evaluation revealed that a majority of the water treatment plant equipment has reached its life expectancy. Most of the equipment needs to be replaced because it is aging, obsolete, and/or requires excessive maintenance. Some of the major recommended mechanical improvements are to replace the existing horizontal flocculators with vertical flocculators, reconstruct and relocate the existing rapid mixers into the existing flocculator basins, and replace the existing high service pumping station with all new pumps, motors, valves and building structure. The new pumping station building must also be relocated because the existing structure is located in a flood zone. The town was previously advised to replace the high service pumping station in the 1981 treatment plant evaluation. Electrical Evaluation The electrical evaluation concluded that most of the electrical equipment is aging, obsolete and /or needs replacement. It was also determined that new VFDs are needed at all nine supply wells, the standby generator needs replacement, and an emergency stand- alone lighting system needs to be installed to meet the requirements of the Life Safety and Massachusetts Electrical Code. Instrumentation and Controls An on -site inspection was performed to evaluate current operating conditions and plant needs for instrumentation and control equipment. At present there is little centralized control or monitoring of plant equipment. Most of the equipment is controlled locally with some equipment monitored from the control room. A good deal of the field equipment is corroded and deteriorating while the filter and well pump control panel contains obsolete equipment. The most efficient means of operation and monitoring the plant would be through a Supervisory Control and Data Acquisition (SCADA) system. Implementation of a full SCADA system would provide improved monitoring and control of existing equipment. It would also simplify the instrumentation and control aspects of upgrading and replacing process and mechanical equipment. 42 ES -5 HVAC Evaluation An on -site inspection of the HVAC system was also performed. The outcome of the evaluation showed that major pieces of the HVAC system have deteriorated due to rust, chemical fumes, and aging. As a result, it was recommended that the air handling units, hot water unit heaters, and dehumidifiers be among the first components of the HVAC system to be upgraded. Architectural Evaluation The architectural evaluation revealed that two issues need to be addressed so that the treatment facility will comply with the Commonwealth of Massachusetts Architectural Access Board Regulations and the Americans with Disabilities Act (ADA). A lift or an access ramp is required for public access to the main operating floor of the treatment facility. An accessible unisex handicap bathroom must also be added to the main operating floor. Structural Evaluation The structural evaluation showed that most of the structures appeared to be in good condition at the time of the on -site inspection. It was observed that the concrete slats in the roof of the flocculation basins exhibited spalls, cracks, and corrosion over approximately 60% of the roof s total surface area. However, recommended improvements for the flocculator basins include removing the roof above each flocculator basin and replacing it. As a result, this structural problem will most likely be corrected. j Improvement Alternatives A, B, and C Alternative A - Rehabilitation Options Al, A2, and A3 Every component of the existing treatment plant has been evaluated in order to appropriately upgrade the facility to meet current and future plant needs in a comprehensive manner. The results of this extensive assessment were used to develop a set of rehabilitation options to be evaluated on the basis of cost, ability to meet water quality goals, and other factors such as reliability, ease of operations, and public reception. A total of three rehabilitation options were investigated. Each option includes the necessary upgrade of aging and deteriorated equipment, required treatment modifications necessary to meet current and future water quality requirements, and also includes those improvements needed to satisfy consumer expectations. The differences in the options are based on limiting new work to upgrading existing facilities (Option A1) to replacing existing process structures and equipment (Option A3). All options are intended to provide similar water quality, meeting project objectives. The three options are defined as follows: Option No, Components 43 ES -6 Al Remove horizontal flocculators from existing floc basin and install new vertical flocculators and rapid mix chambers in existing floc basin. Abandon existing rapid mix chambers. A2 Construct new rapid mix chambers and flocculator basins in the open space adjacent to existing sedimentation basins. Abandon existing flocculator basins and rapid mix chambers and reuse those areas for other purposes. A3 Construct new rapid mix chambers, flocculator basins, sedimentation basins, filters, and filter pipe gallery in the open space adjacent to the existing sedimentation basins. Abandon existing pre - treatment process train and reuse those areas for other purposes. Cost estimates were prepared for each of the three rehabilitation options including engineering, construction, and contingency costs. The cost estimates ranged from $13.8 million for Option Al to $18.2 million for Option A3. Alternative B - Construct New Conventional WTP An alternative to rehabilitating the existing plant is to build a brand new state of the art water treatment plant. While the scope of this study did not allow for an in -depth evaluation of a new water treatment facility, estimated costs were developed for new 3.0 mgd, 3.5 mgd, and 4.0 mgd water treatment plants. The estimated project costs include �. engineering, construction, and contingency costs for a new conventional water treatment plant and post filtration GAC contactors. The cost estimates ranged from $18.2 million for a new 3.0 mgd plant to $22.8 million for a new 4.0 mgd plant. These preliminary costs were developed to compare the cost of a new conventional facility with costs of the rehabilitation alternative. Permitting, demolition, and MWRA water costs were not included in the new WTP cost estimates. Alternative C — Construct New Membrane Filtration System A membrane filtration system is a cost - effective water treatment alternative. Unlike conventional water treatment, membrane filtration can eliminate the need for pretreatment processes such as rapid mix, flocculation, and sedimentation resulting in reduced costs. Reading recently completed membrane pilot testing to determine whether or not membrane filtration could effectively treat their raw water. Pilot study results showed that membrane filtration exceeded iron and manganese removal expectations. The membranes also worked very well in treating high color and TOC levels in Reading's raw water. Overall, membrane filtration produced a high quality finished water that meets and for some parameters exceeds the finished water quality produced by the existing conventional treatment plant. The estimated project cost for the membrane filtration system alternative is $14.3 million. This cost estimate could increase or decrease depending on materials of construction and 44 ES -7 operational design parameters. The project costs include engineering, construction, permitting and contingency costs associated with a new membrane filtration system and necessary upgrades to the existing facilities. The recommended improvements plan identifies Alternative C as the most cost effective and comprehensive improvement option for the Louanis Water Treatment Plant. Funding Identifying outside funding is an important issue for the Town of Reading as it proceeds towards improving its water treatment capabilities. Implementing a recommended improvement plan will ultimately need financing through debt issued and paid back through rates. The Town can apply for the Commonwealth's Drinking Water State Revolving Fund (DWSRF) loan for municipal drinking water projects. The DWSRF loan offers financing at a 2% rate, which represents a fair discount in market rates. The DWSRF loan requires that the project must start within a year from the date that the SRF loan is granted. Reading could also consider conventional municipal general obligation debt. With current long -term rates for municipal debt approaching historic lows, conventional bonding may be an alternative to SRF financing. Recommended Improvements The recommended improvements include the following components: • Fast track conversion to chloramines for disinfection treatment to meet Stage 1 D/DBR by January 2004 • Implement chloramines public awareness program • Eliminate GAC as a treatment option due to unsatisfactory pilot testing results • Design and construct a membrane filtration system and necessary upgrades to the existing water treatment facilities ® Conduct MIEX ion exchange resin pilot testing to determine if color and TOC removal can be fiirther improved ® Make final recommendations based on piloftesting results ■ Continue monthly workshops between the Town of Reading and CDM The Town of Reading and CDM will continue to hold monthly workshops to evaluate pilot testing results. This additional information will be evaluated and used to develop final recommendations. ES -8 45 Design/Bidding $ 1,500,000 Construction $11.14009000 Construction Services $ 1,400,000 TOTAL $14,3009000 The request is for authorization for runding the cost of design and 46 ES -9 a, LE 1 m 0 RA 47 W q S N C) (0 O 00 0 0) Co I ME r/I 9 1 W q S N Ca w M, Ql R D O U- s— --------- 0 Vi 20 48 2. go Lu 2; 9 U ID cn C: 0 Kim= ICI Ca w M, Ql R D O U- s— --------- 0 Vi 20 48 2. go Lu 2; 9 U ID i INDENTURE OF LEASE THIS INDENTURE made this day 15" of 2002 by and between the TOWN OF READING, a municipal corporation, with offices at 16 Lowell Street, Reading, Middlesex County, Massachusetts, (the "Town") acting by and through its Board of Selectmen, without personal liability for any of the members thereof, hereinafter the Lessor, and READING EXTENDED-DAY ACTIVITIES PROGRAM, INC., a Massachusetts corporation with a usual Lax M"S,69if zz-Kr4tce- payt- place of business c/o Ceeln, President, Reading, Middlesex County, Massachusetts, hereinafter the Lessee. The words "Lessor" and "Lessee" shall include the parties hereto and their respective legal representatives, heirs, successors, executors, administrators, and assigns, where the context so admits. WITNESSETH, that the Lessor, as authorized by a two thirds vote of Town Meeting Q. members on April 22, 2002, in consideration of the rents, covenants and agreements of the Lessee as hereinafter set forth, does by these presents, let, lease and rent to the Lessee the following described property, situated in the Reading Memorial High School, a school building in actual use by the School Committee (the "School Committee") of the Town of Reading, Middlesex County,. Commonwealth of Massachusetts (the "School"), to wit: The Lessee's present facilities, constituting approximately 2,073 square feet, on the lower floor of the library building near the lecture hall in the Reading Memorial High School, 62 Oakland Road, Reading, Middlesex County, Massachusetts (the "Premises"), together with the appurtenant rights set forth herein, and together with the right to use the following parking spaces in common with others entitled thereto: 50 (a) Four (4) parking spaces for vans in the area of the parking lot abutting the School designated by the Reading Superintendent of Schools and denoted "REAP Parking Only "; (b) Two (2) parking spaces in the lower portion of the parking lot abutting the School adjacent to the Field House and two (2) parking spaces in the upper portion of the parking lot abutting the School adjacent to the cafeteria and denoted "REAP Drop Off Only" for the drop off of students; and (c) No more than ten (10) parking spaces in the lower portion of the parking lot abutting the School adjacent to the Field House. All of the aforesaid parking spaces shall be used only Monday through Friday until 7:00 P.M., except on nights when Lessee has evening meetings in the Premises when such parking spaces may be used until one (1) hour after the. conclusion of the meeting. There shall be no overnight parking in any of the parking spaces. TO HAVE AND TO HOLD the same for the term of one year unto the Lessee, from July 1, 2002 to June 30, 2003. YIELDING AND PAYING therefor for the term rental computed at the annual rate of $8.73 per square foot, being eighteen thousand ninety seven dollars and twenty cents ($18,097.20) in twelve equal monthly payments of one thousand five hundred eight dollars and ten cents ($1,508.10) each payable to the Lessor on the first day of each month, the first of the payments due on July 1, 2002. 51 2 CONDITION OF THE PREMISES AND APPURTENANT RIGHTS. The Lessor makes no warranty or representation as to the fitness or condition of the l Premises which are leased in "as is" condition. Except as otherwise expressly provided herein, the Lessor shall be under no obligation to maintain or make any alterations or repairs to the Premises, appurtenances, or fixtures therein. Lessor will maintain the balance of the School in which the Premises are located in accordance with the maintenance standards adopted by the Superintendent of Schools and/or School Committee. The Lessee shall have the right to use in common with others entitled thereto, the entrances to the School which are appurtenant to the Premises so far as may be reasonably necessary for access to the Premises and the bathrooms in the vicinity of the Premises. Lessor agrees to provide reasonable snowplowing of the parking area and walkways outside the School and appurtenant to the Premises and reasonable cleaning of common areas, including hallways, stairways, entranceways, and public toilet facilities inside the School and appurtenant to the Premises. The Lessees shall have the right to use in common with others entitled thereto: a) the hallway immediately outside of the Premises from 3:00 P.M. to 5:30 P.M. for computer training, b) the lecture hall from 4:30 P.M. to 5:00 P.M., on days when the lecture hall is not otherwise needed for School purposes, for homework; and c) the cafeteria for one hour after school on days with inclement weather. The use of the hallway, lecture hall and cafeteria are subject to Lessee cleaning said spaces each day after being so used of any dirt and debris caused or generated by Lessee's use thereof. Lessor agrees to provide and reasonably maintain a dumpster reasonably near, but outside of the School for Lessee's use in common with others as allowed by Lessor. Lessee shall be 52 3 r responsible for removing its waste from the Premises to the dumpster as needed to maintain the Premises in good condition. Lessor agrees to furnish at its own expense reasonable hot and cold water, reasonable electricity in accordance with existing wiring, and reasonable heat during the regular heating season to the Premises where radiators are presently located during Lessee's normal business hours on regular business days, all subject to interruption due to any accident, to the making of repairs, alterations or improvements, to labor difficulties, to trouble in obtaining fuel, electricity, service, or supplies from the sources from which they are usually obtained for the School, or to any cause beyond the Lessor's control. Lessor shall have no obligation to provide utilities or equipment other than the utilities and equipment within the Premises as of the commencement date of this Lease. In the event Lessee requires additional utilities or equipment, the installation and maintenance thereof shall i be the LESSEE's sole obligation, provided that such installation shall be subject to prior written consent of the Lessor. COVENANTS REGARDING USE OF PREMISES. The Lessee convenants and agrees with the Lessor that, during the term of this Lease, the Lessee will use and occupy the Premises solely .for the purposes of an extended day childcare facility and activities related thereto. Access to the programs provided by Lessee shall be available to all residents of the Town, subject only to reasonable and appropriate non - restrictive terms of membership or charges on a non- discriminatory basis and without regard to sex, race, religion or neighborhood residence. 53 4 Lessee agrees that its use of the Premises shall not interfere with the educational programs being conducted in the School or with the other uses of the School by the Lessor or its School Committee or by any other tenants, licensees or permitees in the School. During the term of the tenancy hereby created and for such further time as the Lessee shall hold the Premises or any part thereof, the Lessee agrees: to keep the Premises and all glass, wires and other fixtures therein (acknowledged now to be in good order and condition) repaired, whole and of the same kind, quality and description, and in such good order and condition as the same are or may be put in, damage by accidental fire or other unavoidable casualty only excepted; to save the Lessor harmless and indemnified from all loss, damage, liability and expense incurred or claimed by reason of the Lessee's neglect or use of the Premises, the School or of anything therein, or by reason of any injury or damage to any person or property therein, or while in transit thereto or therefrom upon the hallways, stairways, walkways, parking areas or other approaches thereto unless caused by, and to the extent on a comparative fault basis with, the negligent acts of the Lessor; to be answerable for all nuisances caused or suffered on the Premises or in the School, and not to strip, overload, damage or deface the Premises or the School, or to suffer or permit any trade or occupation to be carried on, in or use made of the Premises which shall be unlawful, noisy, offensive or injurious to any person or property or such as to increase the danger of fire or affect or make void any insurance on said School or on anything therein against . fire or other liability, or which may render any increased or extra premium payable for such insurance, or which shall be contrary to any law, ordinance, rule or regulation whether from time to time established by public authority, by the New England Fire Insurance Rating Association, or any successor thereto, or by the Lessor; not to make any hole in the exterior of the School, or to place any placard, sign, awning or the like thereon, without first 54 5 in each instance obtaining the prior consent in writing of the School Committee. The Lessee may place a sip on the outside of the School subject to the approval of the School Committee in writing, which assent the School Committee shall not unreasonably deny, provided that any such sign complies with Paragraph 6.2. of the Zoning By-Laws of the Town of Reading (the "By- Laws") notwithstanding the provision of Section 6.2.4. thereof or any other section of the By- Laws exempting Town-owned property from the terms of the By-Laws. The foregoing agreements relating to use of the Premises, the School and anything therein and of the parking areas shall be construed to include also use thereof by Lessee's agents, servants, employees, customers, members, guests and any others claiming rights to be therein through or under the Lessee. Lessee further agrees that it shall provide its own locks and keys to and on the Premises, and deliver to Lessor such key(s) as are necessary to open all locks to and on the Premises, and that Lessor shall not be responsible for any of Lessee's personal property on the Premises. service. Lessee agrees that it shaft provide at its own expense its own telephone apparatus and The Lessee agrees not to sublet or assign the whole or any part of the Premises, and if it does any such sublease or assignment shall be void. Lessee agrees that the Lessee will not, and that Lessee's agents, servants, employees, customers, members, guests and any others claiming the right under the Lessee to be in the Premises will not make claim against the Lessor for any injury, loss or damage to person or property occurring therein from any cause, unless caused by, and to the extent on a comparative fault basis with, the negligent acts of Lessor, and Lessee shall indemnify Lessor against any such claims. 55 6 The Lessee shall save the Lessor harmless from all loss and damage occasioned by the use or escape of water or by the bursting of pipes, as well as from any claim or damage resulting from neglect in not removing snow and ice from the roof of the School or from the sidewalks or parking areas bordering upon the School, or by any nuisance made or suffered on the Premises, unless such loss is caused by the negligent acts of the Lessor. The Lessor may at any time enter the Premises to view or to show the Premises or to make repairs thereto or other construction therein or to other parts of the School if the Lessor elects so to do, or to place or to remove placards, signs, awnings and the like, without being held responsible therefor; provided that except in an emergency Lessor shall not materially disrupt Lessee's use and enjoyment of the Premises. Lessee shall not be responsible for repairing plumbing and heating problems except where same have been caused by modifications or additions made by Lessee and/or the negligence of the Lessee, its agents, servants, employees, guests or customers. The Lessee conducts business five (5) days a week, Monday to Friday, and shall have access to the Premises while conducting its business. The Lessee shall have control of the thermostat regulating the heating of the Lessee's Premises. Lessor agrees to furnish, provide and install all paper goods and products in the public toilet facilities in the School and appurtenant to the Premises. Lessor agrees to keep the grounds in a reasonably presentable condition. INSURANCE. Lessee agrees to obtain and maintain automobile insurance for its vans and comprehensive public liability insurance each with limits for personal injury of $1,000,000 each 7 56 occurrence and $5,000,000 aggregate and for property damage of $500,000 each occurrence and $1,000,000 aggregate in responsible companies qualified to do business in Massachusetts and in good standing therein insuring the Lessor as well as Lessee against injury to persons or damage to property as provided and naming the Lessor as an additional insured thereon. The Lessee shall deposit with the Lessor certificates for such insurance policies at or prior to the commencement of the term, and thereafter within thirty (30) days prior to the expiration of any such policies. All such insurance certificates shall provide that such policies shall not be cancelled without at least ten (10) days prior written notice to each insured named therein. The Lessee shall obtain and maintain insurance for loss or damage by fire, theft and extended coverage casualties on its personal property in the Premises. The Lessee shall obtain and maintain Worker's Compensation Insurance or similar insurance for its employees to the extent required by law. The Lessee agrees to give thirty (30) days written notice to the Lessor in the event of cancellation of any of the above insurance described acid required above. INDEMNIFICATION. The Lessee shall hold the Lessor and all of the Lessor's officers, employees, agents, heirs, successors, legal representatives and assigns harmless from and against any loss, damage, liability, expense, claims, demands, actions, and causes of actions or suits at law or in equity, including reasonable attorney's fees, as a result of any injury, claim or loss of any kind, including personal injury, property damage, or otherwise to which the Lessor or its officers, employees, agents, heirs, successors, legal representatives and assigns may be subjected arising from or by virtue of Lessee's negligence, errors, omissions, actions or failure to act pursuant to this Lease or in any way relating to the Lessee's use and/or operation of the Premises pursuant to this Lease. If 57 8 the Lessor or its officers, employees, agents, heirs, successors, legal representatives and assigns shall be made a party to any litigation arising out of Lessee's negligence, errors, omissions, actions or failure to act as aforesaid or out of Lessee's use and/or operation of the Premises pursuant to this Lease, Lessee shall protect, defend and hold the Lessor and its officers, employees, agents, heirs, successors, legal representatives and assigns harmless therefrom and pay all costs, expenses and reasonable attorney's fees that may be incurred or paid by Lessor in enforcing the terms of this Agreement. ALTERATIONS TO PREMISES. Any other provision hereof to the contrary notwithstanding, the Lessee shall not renovate, reconstruct, alter or remodel the Premises in any respect, including but not limited to modifications to plumbing and electric or telephone circuits or wiring, without the School Committee's prior written consent. All additions, improvements, alterations, erections, modifications and installations shall become the property of the Lessor and shall be surrendered to the Lessor upon termination or expiration of the tenancy hereby created; provided, however, that in the event that the Lessor, prior to the expiration of thirty (30) days following the termination or expiration of such tenancy, gives written notice to the Lessee that all or any part thereof shall be removed by the Lessee, the Lessee within thirty (30) days after such written notice shall remove the same, repairing all damage to the Premises resulting therefrom, and shall comply with any request of the Lessor made pursuant to the provisions hereof regarding restoration of the Premises. All such allowed alterations shall be at Lessee's expense and shall be in quality at least equal to the present construction. Lessee shall not permit any mechanics' liens, or similar liens, to remain upon the leased Premises for labor and material furnished to Lessee or claimed to have been furnished to Lessee in connection with work of any character performed or C M claimed to have been performed at the direction of Lessee and shall cause any such lien to be released of record forthwith without cost to Lessor. The Lessee shall reimburse the Lessor upon demand for all expenses incurred by the Lessor with respect to any and all modifications of the Premises (including modifications with respect to the electrical wiring, telephone circuits and wiring, or the plumbing therein), or installations or appliances therein or thereupon, caused to be made by the Lessor at the request of the Lessee. 110-skrula In the event that: (a) The Lessee shall default in the payment of any installment of rent or other sum herein specified and such default shall continue for ten (10) days after written notice thereof-, or (b) The Lessee shall default in the observance or performance of any of the Lessee's covenants, agreements, or obligations hereunder and such default shall not be corrected within thirty (30) days after written notice thereof; or (c) The Lessee shall be declared bankrupt or insolvent according to law, or, if any assignment shall be made of Lessee's property for the benefit of creditors, then the Lessor shall have the right -thereafter, while such default continues, to re-enter and take. complete possession of the Premises, to declare the term of this Lease ended, and remove the Lessee's effects, without prejudice to any remedies which might be otherwise used for arrears of rent or other default. The Lessee shall indemnify the Lessor against all loss of rent and other payment which the Lessor may incur by reason of such termination during the residue of the term. If the Lessee shall default, after reasonable notice thereof, in the observance or performance of any conditions or covenants on Lessee's part to be observed or performed under 59 10 or by virtue, of any of the provisions in any article of this Lease, the Lessor, without being under any obligation to do so and without thereby waiving such default, may remedy such default for the account and at the expense of the Lessee. If the Lessor makes any expenditures or incurs any obligations for the payment of money in connection therewith, including but not limited to, reasonable attorneys' fees in instituting, prosecuting or defending any action or proceeding, such sums paid or obligations incurred, with interest at the legal maximum rate and costs, shall be paid to the Lessor by the Lessee as additional rent. Should a substantial portion of the Premises, or of the School of which they are a part, be substantially damaged by fire or other casualty, the Lessor may elect to terminate this Lease. When such a fire or casualty renders the Premises substantially unsuitable for their intended use, a just and proportionate abatement of rent shall be made, and the Lessee may elect to terminate this Lease if: (a) The Lessor fails to give written notice within thirty (30) days of intention, to restore the Premises, or (b) The Lessor fails to restore the Premises to a condition substantially suitable for their intended use within ninety (90) days of said fire or casualty. NOTICE. Any notice required or permitted hereunder shall be in writing and shall be hand delivered or sent by overnight delivery by a recognized public or private carrier, or sent by registered or certified mail, postage pre -paid, return receipt requested, and addressed, if to the Lessor, to the "Board of Selectmen of the Town of Reading, 16 Lowell Street Reading, Massachusetts 01867, and if to the Lessee to "Reading Extended -Day Activities Program, Inc." c/o C r °ten°; President, +f- 2Z r �� Baton- &feet-,Reading, MA 01867. Notice if hand delivered shall be deemed given upon delivery. 60 11 �- Notice if mailed as aforesaid shall be deemed given two (2) days after the mailing date. Either party may, by notice given as aforesaid, change its address or add a second address for all subsequent notices. COMPLIANCE WITH LAWS. Lessee shall perform and/or cause to be performed all activities referred to herein in compliance with all applicable laws, by -laws, ordinances, codes and regulations, as the same may be administered by authorized governmental officials. All such activities shall be done in a good and workmanlike manner employing materials of good quality and so as to conform with all applicable zoning, building, fire, health and othdr codes, regulations, by -laws, ordinances and laws of all governmental authorities having jurisdiction of the Premises and shall be done with reasonable dispatch and properly and be adequately insured. Lessor. SURRENDER. Upon the expiration of the Term, Lessee shall peaceably surrender the Premises to the QUIET ENJOYMENT. . The Lessor covenants and agrees with Lessee that upon Lessee paying the above reserved rent and performing and fulfilling all covenants, agreements and conditions herein, Lessee shall and may, at all times during the Term peaceably and quietly have, hold and enjoy the Premises and all easements, rights, benefits and appurtenances belonging or in any way appertaining thereto without hindrance or molestation from the Lessor or anyone claiming under the Lessor. GOVERNING LAWS: This Lease shall be governed by, construed and enforced in accordance with the laws of the Commonwealth of Massachusetts. i CAPTIONS. It is agreed that the captions and titles in this Lease are for convenience only and are not a part of this Lease and do not in any way limit or amplify the terms and provisions of this Lease. EXECUTION. This Lease embodies the entire agreement between the parties, and each party warrants and represents that its signatory hereto is duly authorized to execute and deliver this Lease. No act or omission of any employee or agent of a party shall change or modify any of the provisions of this Lease, and no amendment shall be binding unless it is in writing and is signed by a duly authorized officer of a party. PARTIES BOUND AND BENEFITED. All rights and liabilities herein given to, or imposed upon either of the parties hereto, shall extend to the administrators, successors and assigns of such party. The persons signing this Lease on behalf of the Town do so in their capacity as Selectmen of the Town of Reading, Massachusetts, and are not bound individually. The persons signing this Lease on behalf of the Lessee do so in their corporate capacity, and are not bound individually. DISCLOSURE STATEMENT. To the extent required by law, the Lessor and Lessee shall file and update proper disclosure statements with the Deputy Commissioner of Capital Planning and Operation of the Commonwealth of Massachusetts in accordance with Massachusetts General Laws Chapter 7, Section 40J. 62 13 SEVERABILITY. If any provision of this Lease or portion of such provision or the application thereof to any person or circumstance is held invalid, the Lease (or the remainder of such provision) and the application thereof to other persons or circumstances shall not be affected thereby. IN WITNESS WHEREOF, the parties have hereunto set their hands and seals as of the day and year first above written. LESSEE READING EXTENDED-DAY ACTIVITIES PROGRAM, INC. 6Al2k3M a� �* By U 63 14 LESSOR 13 le By its Board of Selectmen ,'Ile W. Anthon Cbairrng� Matthew Cummin Vice Chairman C "-- I Richard W. Schubert, Secretary George V. Hines Gail F. Wood ARTICLE 11 5 n ARTICLE 17 IN ARTICLE 21 m ARTICLE 17 11 11 11 \p 64 -- —.... �„ �'rc: a Hl ,ll q •v T r J ARTICLE 17 r ARTICLE 18 ARTICLE 17 1 1 1 ARTICLE 17 I b ARTICLE 17 NV TOWN MEETING, APRIL 2003 low ARTICLE 18 r '- I Iw M x �u ,a ,m y i� z c Q L i J N IL Z' N cr „ 'O U 0 n r ' Q ca a S P- O N e 3 ,o m t9 �r Z' cr n ca S O N 3 m t9 �r a° A `'O r Mm rti '1S 0 y 41+ 1 1 Ih a `2C�G� 61 SN a2 N h 119 ti r a = N 0 r1 �r'•� S•<i 1�} Cp 1 t q c c 91 30 2 m ^ ti N tip. �• 35 � ti 6 _ v hApo i �0 48 p9 9A a�Ui 1 J N =- a ml a :�Ua 66 ARTICLE 21 Town ®f Reading FINANCE COMMITTEE 16 Lowell Street (781) 942 -9043 Reading, MA 01867 -2685 FAX: (781) 942 -9070 Town of Reading Finance Committee Report on the 2004 Budget Below is a portion of the analysis prepared by Finance Committee member, Andrew Grimes, to answer questions relating the recent override to Proposition 2 %2. We feel that his analysis of the financial issues facing the town would be beneficial for Town Meeting members. The comparison of Reading demographics to that of our suburban neighbors reveals how the very aspects of this community that make it such an enjoyable place to live, the low level of industrial properties and the large amount of children, can strain our fiscal resources. We hope that you will find that this report provides you with a solid background for your review. of the 2004 budget. Sincerely, Finance Committee Catherine. Martin; Chair Richard McDonald, Vice -Chair James Francis; Robert LeLacheur Charles R. Robinson Andrew Grimes Karen M. Epstein Randy Mason Harold Torman Frequently asked questions regarding the Operating Override. What is an "override "? An override is a local vote authorizing that city or town to raise its annual property tax levy by more than 2.5 %. Under a Massachusetts law called Proposition 2% municipalities cannot raise their tax levy on existing properties by more than 2.5% per year unless the residents vote to approve a larger increase. This vote is called an override because it overrides the limit imposed by Proposition 2 %2. Why do we need an override? Reading needs an override now because the town is facing a severe financial crisis. The cuts necessary to balance next year's budget would be so severe that we would have to compromise the health and safety of our residents and eliminate some of the most basic elements of our children's education. 67 How did we end up in this situation? When the town passed its last operating override in 1993 it put the town's finances on a sound footing. Since that time, however, expenses have risen by more than the combination of new growth and the 2.5% per year increase allowed under Prop 2 %Z. The rapid increase in the expense of municipal services is largely due to spiraling health care benefit costs and state mandated education programs. In addition, during the 1990s Reading's new growth slowed and our demographics began to change. Over the last decade, our population and number of housing units grew by only 5 %while our public school enrollment rose by more than 18 %. For a number of years in the 1990's increased local aid from the state made up the difference. This spared local taxpayers the pain of an override but it also made us more dependent on the state and therefore more vulnerable to any state cutbacks. From 1993 .to 2002 state aid has risen from 14% of Reading's total revenues to 23 %. Over the last several years, however, Reading's total revenues have not kept up with its expenses. Beginning in 2000, the town was forced to draw on our reserves and make significant cuts every year in order to live within the limits of Proposition 2 %2. In that period, we have cut 21 positions on the town side (Police, Fire, DPW, Library, and Town Hall) and 23 from the schools. That is close to a 9% reduction in staff for the town and 5% for the schools. Now the state government is facing its own financial crisis. In order to balance the state budget without raising state taxes, Beacon Hill reduced State Aid in the current fiscal year by $371,000, and is reducing Reading's local aid for 2004 by another$1 A million. In addition, the state has eliminated a number of categorical grants that helped fund local school, health, and public safety programs. The town's 2004 budget calls for total cost increases of about $3.7 million. Increases include $600,000 in health insurance premiums, $800,000 in mandatory education programs and approximately $2.3 million for our union labor contracts. The only new revenue to offset these items is an additional $1 million in property taxes permitted by Prop 2'h. The net projected shortfall from these items alone is $4.2 million. The Board of Selectmen added an additional $300,000 to this amount for roadwork which has been postponed for an unacceptably long time. already. Why is Reading's situation so dire? There are three major factors that make Reading's position particularly bad: 1) State aid is being slashed. The final blow for Reading comes from the current crisis at the., state level. The state has already cut our local aid and grants by over $1 million through 2003. In 2004, state aid will be reduced by an additional $1.4 million. Beacon-Hill, however,. has provided no relief from the many mandates they have imposed on us. Reading must come up with the money to pay for these programs. This is particularly devastating for Reading because we derive almost 25% of our revenues from state aid. That is a higher percentage . than any of our neighboring or comparable communities. 2) We have already cut to the bone:. Over the past three years; the town of Reading has already made substantial cuts, eliminating 17% of town hall staff, 15% of DPW, 12% at the library; 10% in police /dispatch, and l l% at the schools. We have completely eliminated capital expenditures. No department has been spared.. We are therefore starting this crisis in a more vulnerable position than towns that are just starting to make cuts. As of 2003, Reading ranks 26 out of 29 comparable communities in suburban Boston in per capita spending. In other words, only 3 communities out of this list spend less than Reading does. 3) We have spent our reserves. Reading has spent nearly all of our reserves, over $4 million, in an effort to maintain services while living within the limits of Proposition 2%. We now have no sale of real estate money and only $1 million in free cash in case of emergency. Generally, guidelines suggest that towns should maintain a reserve of 5% of the operating budget. Reading's reserve is less than 2 %, ranking us 322 out of 351 communities in the state. Reading is also one of only 19 communities in the state which has not been able to establish a stabilization fund to cushion the impact of a downturn such as the one we are facing right now. Why have we spent more than allowed tinder Prop 2Y2? While the town has done its best to keep costs down and live within the limits of Prop 2' /z,.there are some areas of the budget where the town has limited control, in particular, special education and health insurance. They are beyond our control because state law mandates the level of special education benefits we must provide, and health insurance rates are determined by outside insurance providers. The impact of these two line items alone explains most of why we need an override. Here is a table that shows how these two items have grown since 1998: Fiscal Year Employee Benefits Special Education Total 1998 4,926,781 4,327,138 9,253,919 + 16 %= 10,734,546 2004 7,458,422 7,418,742 14,877,164 Excess= 4,142,618 Percent increase 51% 71% 61% It is worth noting that the 51 % increase in the cost of benefits shown above occurred even as Reading was reducing. the number of employees on the payroll. The cost per employee increased by more than 51 %. The assumption underlying Proposition 2% is that costs should rise by less than 16% over this six - year period. That is how much the town can raise property taxes over that time. The "Excess" listed on the right side of the chart shows that these costs would be $4.1 million lower if they had grown at the 2.5% rate anticipated by Prop 2 %Z. Without this $4.1 million in excess costs our budget situation would be a lot less daunting. One aspect of benefits is within the town's control - the percentage of health care benefits paid by our employees. Reading makes its employees pay 30% of this cost, more than the comparable municipal employees in any of our neighboring communities. It is also worth noting the size of these items in relation to the total budget. In 1998 special education and benefits combined were 21.8% of the total town budget, now they are over 27 %. In order to keep the overall budget under control while these two items spiral upward, we have allowed these costs to crowd out other areas of the budget. Even the most ardent supporters of Prop 2% acknowledged that towns would probably need revenues in excess of the 2.5% allowed from time to time. That is why the override provision is built into the law. The tax increase limit imposed by Prop 2%2 works as long as the cost of providing government services rises at the same 2.5% rate that the law allows revenues to rise. When costs rise more rapidly than the 2.5% limit the town has to choose between cutting services or passing an override to raise additional revenue. This is the case in Reading today. Despite the best efforts of our town government to limit costs, the rapid rise in benefits and special education costs outside our control has pushed us to the point where we can no longer provide an acceptable level of services without additional revenue. How does Reading's spending compare to other communities? Out, of 25 similar communities that reported detailed data, Reading's per capita spending ranked: M General Government 23rd Fire 22nd Police 20th Public Works 19th Human Services 23rd Culture/recreation 23rd Debt service 18th Schools (per pupil) 21st In another sample of 29 similar suburban Boston communities, Reading ranked 25'11 in spending per resident. Among school districts considered similar by the state, we rank 118' out of 14 in per pupil spending. Statewide, our per-pupil spending ranks 242 out of 351 communities. The conclusion is that Reading has a revenue problem, not a spending problem. Our schools rank close to 201h on the MCAS, we just won the state science olympiad for the 1 Ph year in a row, and our police, fire, library and other town services are all top notch. In every category we spend significantly less than the average of our neighboring and comparable communities. State aid has been cut drastically, our financial reserves are depleted, and we have already made substantial cuts. If Reading's spending is so low, why do my taxes seem high? There are two primary factors that make Reading's property taxes relatively high our low commercial tax base and our relatively large number of students. Reading gets more than 93% of its property tax revenues from residential properties. Out of 29 similar suburban towns only Behnont, Winchester and Marblehead have a lower commercial tax base. If we had more commercial development we would be able to share more of the cost of our services with businesses, lowering the cost to homeowners. Here are the percentages from some of our neighboring towns: Town Residential Commercial Reading 93.3% 6.7% Wakefield 67.8% 31.2% Stoneham 82.8% 17.2% Wilrningt6n 52.0% 48.0% North Readin 85.4% 14.6% Woburn 43.2% 56.8% Lexington 74.9% Bedford . 56.1% 43.9% Winchester 94.9% 5.1% Andover 68.6% 31.4% 'Burlington 35.3% 64.7% Reading also has a very high number of students in our local schools relative to our population. This means that there are fewer taxpayers supporting each student in the schools. We have managed to limit the impact of this ratio by keeping our per pupil costs low relative to other towns, but the high number of students is still a force which puts pressure on our taxes. Here are the ratios for a number of neighboring towns and towns with similar populations: 70 Number of Average # Ratio of Households Town Households of Students per Student WOBURN 15,391 4,824 3.2 MELROSE 11,248 3,569 3.2 70 NORWOOD 11,945 3,906 3.1 MARBLEHEAD 8,906 2,971 3.0 STONEHAM 9,289 3,124 3.0 DEDHAM 8,908 3,084 2.9 WAKEFIELD 9,937 3,581 2.8 BELMONT 9,980 3,642 2.7 WINCHESTER 7,908 3,367 2.4 NORTH ANDOVER 9,943 4,352 2.3 WELLESLEY 8,861 3,948 2.2 BURLINGTON 8,445 3,826 2.2 READING 8,823 4,273 2.0 NORTH READING 4,870 2,507 1.9 WILMINGTON 7,158 4,018 1.8 What is the effect of these factors on my tax bill? The following table shows how our low commercial tax base and high ratio of students to residents effect our tax bills. This table assumes that all towns listed pay the same amount per pupil for education (the amount shown is the statewide average). Per Pupil Percent Paid Amount Remainder Number of Average Spending by Paid by to be Homes Tax bill per Commercial Commercial funded by per Home Taxes Taxes Residential Student .Taxes WOBURN $ 7,874 57% $ .. 4,472 $ 3,402 3.19 $ 1,066 BURLINGTON $ 7,874 65% $ 5,094 $ 2,780 2.21 $ 1,258 WAKEFIELD $ 7,874 31% $ 2,457 $ 5,417 2.77. $ 1,956 STONEHAM $ 7,874 17% $ '1,354 $ 6,520 2.97 $ 2,195 WILMINGTON $ 7,874 48% $ 3,780 $ 4,094 1.78 $ 2,300 WINCHESTER $ 7,874 5% $ 402 $ 7,472 2.35 $ 3,180 NORTH READING $ 7,874. 15% $ 1,150 $ 6,724 1.94 $ 3,466 READING $ 7,874 ..7% $ 528 $ 7,346 2.04 $ 3,601 This shows that if Reading spent the same amount as other towns we would have higher tax bills. It is not a matter of Reading being inefficient or wasteful, it is a fact of our low commercial base and our student -heavy demographics. No matter how little Reading spends, these two factors will always tend to make our residential taxes higher. The obvious long -term solution is to increase our commercial tax base. .Has this crisis affected oarr ability to borrow moriey? Yes. Wall Street has already lowered our bond rating once this year. This means we will pay a higher interest rate on the money we borrow for capital projects. This is an independent, outside' observer confirming that the town is facing a financial crisis. The factors cited in reducing our bond rating are the fact that we have spent our reserves to unacceptably low levels and have not maintained a responsible level of capital spending. Does the override have to be so big? The override is actually a conservative solution. The town is not trying to add back positions or services that were cut in previous years. The override is set at the amount necessary to maintain the current level of services. As discussed above, increases in special education and benefits alone 71 have been $4.2 million greater than the 2.5% increases anticipated by Prop 2 %Z, and that is only since 1998. Why don't we use the money from the landfill aizd other iiew develop»ietats? The Jordans/Home Depot, Spence Farm and Longwood Farm developments will not solve this crisis. The cash from the sale of the landfill will not be available to the town until the landfill is capped, and even then the money is restricted by law and cannot be used to fund operating (day - to -day) expenses. In addition, tax revenues from all these projects will not come in time for this fiscal year. While any prediction of future events is speculative and subject to change, the town's best forecast of when we could see revenue from various development projects is as follows (in thousands of dollars): Project ' 2004 2005 2006 2007 2008 2009 2010 Description Landfill Phase 1 $ - $ 334 $ 668 $ 668 $ 668 $ 668 $ 668 Jordans, Home Depot, Chili's Landfill Phase 2 $ - $ - $ 130 $ 260 $ 260 $ 260 $ 260 Hotel, Office, garage Spence Farm $ - $ 147 $ 294 $ 294 $ 294 $ 294 $ 294 200 Rental Units Longwood Farm $ - $ 135 $ 269 $ 404 $ 539 $ 673 $ 673 250 Condominiums Phase 1 Longwood Farm $ - $ - $ - $ 220 $ 441 $ 441 $ 441 Office.- 240,000 square ft Phase 2 Pearson $ - $ - $ ` - $ - $ 445 $ 673 .$1,346 Hotel & Office Redevelopment Total New Revenue $ - $ 616 $1,361 $1,846 $2,647 $3,009 $3,682 Is this override forever? Yes. The tax increase authorized by this vote does not have an automatic expiration date so it will be permanent unless the town takes action in the future to reverse it. Will this override help the fall 2003 budgetproblein i.e. will there still be'layoffs this fall? The override would help this fall. The town's finances are managed on a fiscal year running from July 1 to June 30. This override would provide revenues for the year beginning on July 1. The amount of the override was .set at a level that should allow us to avoid any layoffs this year. How nzzzclz will this cost? For an-average home in Reading with an assessed value of $355,000 taxes will increase by $562. How ana I supposed to afford this? While the amount of the override is significant it is important to put it in perspective. Federal taxes were cut in 2001 by at least $600 per year for a married couple, $300 for single taxpayers. For families 2001 also saw an increase in the per child tax credit of $100 per child. ` Most Reading taxpayers also saw additional reductions in their state and federal tax. While individual cases will all differ, the total savings for the median income household in Reading could easily be $1,000 or more. And that is every year. State income taxes also fell from 595% to 5.3 %over the last few. years, and the Bush administration is pushing for even more tax cuts this year. Among his proposals are an increase in the per child tax credit of $400 per child, as well as rate and marriage penalty relief which could save the median household in Reading at least $1,000 more per year. Another thing to consider is how much you have saved by refinancing your mortgage, as many in Reading have done lately. Even a 1/2% decrease in rate on a $200,000 mortgage yields $1,000 in savings per year. 72 What other innpacts will there be if the override fails? The proposed cuts will have many far - reaching affects that are difficult to quantify, however some likely outcomes are: • Increased liability insurance for the town — as police, fire and road maintenance are cut we.may face additional claims for liability in auto accidents and other emergency situations. • Increased homeowner's insurance for residents - There is a company called Insurance Services Organization (ISO) which rates fire services in cities and towns. One is the best rating and ten the worst. Reading is currently rated a four. Insurance companies use this rating as a benchmark in determining local insurance rates for homeowners and businesses. The proposed cuts to the fire department could well lead to a lower rating and thus higher insurance rates for the entire town. • Higher interest costs — Our bond rating has already been lowered once this year, and if the override fails it is very possible that it will be lowered again. This would lead to higher interest costs for all of the town's new debt, including the entire high school project. i 73 Town of Reading 16 Lowell Street Reading, MA 01867 -2685 �. FAX: (781) 942 -9070 TOWN MANAGER Email: townmanager @ci.reading.ma.us (781) 942 -9043 FY2004 BUDGET MESSAGE The following yellow pages of this document represent the entire Town of Reading budget for FY2004. These materials include all of the details of the municipal budgets and much of the details of the school and building maintenance budgets. This information is also available on the Town's website at www.ci.reading.ma.us. After three years of severe reductions in services for all elements of Town and School services, the approval on April 8, 2003 of a $4.5 million Proposition 2 %2 Override allows the Town to provide in FY2004 the same level of services as in FY2003.. This assumes that the State Aid proposed by Governor Romney is approved by the legislature and signed by the Governor. Because the State budget process is at least two months behind the Town's budget process, this assumption may or may not prove to be valid. It is, however, the best information available at this time. From Fiscal Year 2001 through Fiscal Year 2003, the Town Services portion of the budget .(Sections A — G) were reduced approximately $2.5 million, on an approximately $12 million. base. Services previously lost during this time, will not be recovered. Two important additional services will also be provided. ♦ In the Fire Department, we will be able to transition into an Advanced Life Support (ALS) . type of service. This is a service that is provided to the Town on a contracted basis, but the Town will be able to provide the service directly at a comparable cost and much better service delivery. o $300,000 in road improvements will be spent on an annual basis. While this is less than the $700,000 needed, . it will allow the Town to malce .substantial progress in stemming the . deterioration of the Town's road systems. REVENUES The attached revenue summary reflects a 6.3% increase in overall revenues from FY2003 to FY2004. Property Tax - The largest part of that increase is from the property tax levy. Of the $5.46 million increase in property taxes for FY 2004, $4.5 million is a direct result of the Proposition 2 %Z Override; and the remainder is the result of normal growth under Proposition 2 %Z. Local Revenue from other Sources - Local revenues from sources other than property taxes increases a modest 1.8 %, primarily because of increases in flu clinic fees, dumpster fees, non - 74 resident commuter parking fees, and Advanced Life Support fees, The Board of Selectmen has also committed to reviewing and increasing the fines for various traffic violations. State Aid - The intergovernmental revenue, or State Aid, is expected to be reduced by 12.4% or approximately $1.5 million. This is based on the Governor's proposed budget. .Operating Transfers - Operating transfers will be reduced by 26.4% or approximately. $770,000. This is primarily because: Sale of Real Estate funds have been depleted (except for the $3 million from the sale of the landfill, which is not yet available for expenditure); ♦ A reduction in the payment from the Reading Ice Arena Authority from the previous high levels, to a more realistic ongoing level; and ♦ Elimination of the use of certified free cash to balance the FY2004 budget. This will allow the Town to regenerate free. cash (our major form of cash reserves) to help balance future years budgets. EXPENSES The total. expense budget increases by $3,448,000 from the FY2003 expense budget. This is equal to 6.67%. The budget continues to reflect a priority on education, with a 6.8% increase in fanding- for the Reading Public Schools. It also reflects a continued commitment to building maintenance, with an 8.1% increase. Town Services, Sections A — G (Section n D is intentionally left blank) — These budgets reflect the continuation of current levels of Town services, with the exception of improved services in the Fire Department's Advanced Life Support as noted earlier. Section D is left blank because what was formerly the Department of General Services has been consolidated with the Community Services Department, reflecting the reorganization approved by Town Meeting last Spring. Section H -- Building Maintenance reflects expenditures for building maintenance. The 8.1% increase does not take into account any new school facilities to be maintained, but better reflects needed expenditures for maintenance of all the Town and School facilities. Section I — Schools - This section reflects the Reading Public School budget. These are the monies that are directly available for expenditure by the School Department for school operations. There are additional funds in other budgets of the Town that help to offset part of the. school .operations— snow plowing, field maintenance, employee benefits, debt service, etc. Section J — Vocational School District budgets are increased 91% this year. This reflects ftinding of the Northeast Metropolitan Regional Vocational School District at a 0% increase, and reflects fanding for the Essex Agricultural School to which the Town sends two students. The major reason for the increase is that Chapter 70 State Aid was previously made available directly to the vocational schools. Under the Governors proposed budget, these "Chapter 70" funds for the vocational schools are part of the State aid to the Town of Reading, and therefore the assessment to the Town has increased. 75 Section K Debt Service and Capital — These budgets reflect debt service due on already approved and bonded (including bond anticipation notes) projects for the Town. _ Additionally, $405,000 is dedicated to capital improvements. These expenditures are a result of the Proposition 2 %z Override. $300,000 of that Override is .directly attributable to roadway improvements, and an additional $21,000 to Advanced Life Support equipment. The additional $9,000 in fire equipment is to purchase fire hose; the $65,000 in highway equipment is to replace a dump truck which "expired". this Winter; and $10,000 is available in the. Town Manager's budget in a flexible account which will be used primarily for building improvements. Section L - Employee Benefits includes best estimates of the cost of benefits for all Town and School employees for FY2004. We have assumed an increase in health insurance rates at an additional 11% upon renewal on March 1, 2004, which is on the conservative` side. Section M - Water Fund — The water budget includes the first year of payment of debt service on the Summer Avenue water project. These notes will be sold for five years. It also reflects necessary capital outlay for the water system assuming that a reconstruction of the water treatment plant will be done within the next two years. Section N - Sewer Fund — This budget includes the most recently projected MWRA assessment, as well as other expenses related to operation of the sewer system. Good progress will be made in continuing inflow and infiltration (I:I) removal through the capital program. $336,000 will be used from the sewer reserve to offset all of the capital expenses. r Fj.spectftilly Su. tte' 1 Peter I. Hechenbleikner Town Manager PIH/ps 76 Town of Reading, Massachusetts Projected Revenues General Fund 77 2003 2004 Final Budget Budget Budget Budget (Revised) Over (Under) Projected Over (Under) 2002 2003 2002 2004 2003 Notes Property taxes: Tax levy (within levy limit) 31,448,955 32,453,486 1,004,531 37,925,782 5,472,296 A.) Tax levy (debt exclusion) 154,204 154,204 155,565 1,361 Less: Provision for abatements and exemptions 383,556 390,120 6,564) 400,000 _ 9,880 31,065,399 32,217,570 1,152,171 37,681,347 5,463,777 % change 3.7% 17.0% Local revenues from sources other than property taxes: Motor vehicle excise 2,650,000 2,650,000 2,650,000 Penalties and interest on taxes 140,000 150,000 10,000 150,000 Payments in lieu of taxes 215,000 210,000 (5,000) 210,000 Charges for services 1,004,500 1,125,000 120,500 1,190,600, 65,600 B.) Licenses and permits 45,000 50,000 5,000 50,000 Special assessments 5,000 5,000 5,000 Fines 100,000 95,000 (5,000) 111,100 16,100. C.) Interest earnings 650,000 325,000 325,000. 325,000 4,809,500 4,610,000 (199,500) . 4,691,700 81,700 % change -4.1% _ 1.8% ( Intergovernmental revenue: State aid 12,084,945 12,464,133 379,188 10,953,285 (1,510,848) Less: State aid - offset items 4( 66,122) 299,778 166,344 299,778 11,618,823 12;164,355 545,532 10,653,507 1,510,848 D.) % change 4.7% - 12.4% Operating transfers ! available funds: . Cemetery perpetual care 99,890 (99,890) Cemetery sale of lots 60,000 10,000 (50,000) 10,000 Wetland protection filing fees 940 (940) Sale of real estate funds 137,500 46,700 (90,800) (46,700) Reading Ice Arena Authority 130,000 204,163 74,163 116,074 (88,089) E.) Earnings distributions - electric 1,706,229 1,779,597 73,368 1,824,087 44,490 F.) Overlay surplus 186,000 127,779 (58,221) 201,820 74,041 G.) . Certified "Free Cash" 714,993 755,522 40,529 (755,522) 3,035,552 2,923,761' (111,791) 2,151,981 (771,780 % change -3.7% - 26.4% Totals 50,529,274 51,915,686 1,386,412. 55,178,535 3,262,849 % change 2.7% 6.3% A.) FY 2004 new growth projected at $150,000; increase by $4,500,000 for proposition 2112 override B) Increases in flu clinic fees; dumpster fees, non - resident commuter parking fees and ALS receipts, net of reduction in recreation fees (recreation expenses charged directly to revolving fund in FY 2004) C.) Increase in parking fines D.) Governor's budget recommendations; SBA for Parker Middle School reduced $130,000 (pending DOE audit; all other state aid level funded E.) Per Reading Ice Arena Authority F.) Increases in FY 2004 by 2.5% over FY 2003 G.) Per Board of Assessors 9- Apr -03 77 REVIEW OF BUDGET EXPENSE HISTORY Regional Vocational School FY 1999 FY2000 FY2001 FY2002 FY2003 FY2004 '99TO'04 132.74% BUDGET BUDGET BUDGET BUDGET BUDGET BUDGET BUDGET 0.34% 0.30% 0.31% 0.32% 0.57% $increase from previous year 1 $125,240 1 Increase General Gov't (w.o. Bid Maint) $11,379,407 $11,950,265 $12,466,395 $12,143,702 $12,300,784 $12,863,941 $921,377 % inc. over Prior Year 1.96% 5.02% 4.32% - 2.59% 1.29% 4.58% 8.10% % of annual budget ' 25.14% 24.90% 24.59% 24.15% 23.78% 23.31% 7.76% $ increase from previous year $218,935 1 $570,858 1 $516,130 ($322,693)1 $157,082 1 $563,157 11.73% School (w.o. Voke 8, Bid Maint) $21,015,835 $22,447,760 $23,738,454 $24,515,840 $24,808,998 $26,492,645 $3,793,163 • inc. over Prior Year 8.49% 6.81% 5.75% 3.27% 1.20% 6.79% 18.05% • of annual budget 46.43 %. 46.78% 46.83% 48.76% 47.96% 48.01% $632,940. $increase from previous year $1,643,984 $1,431,925 1 $1,290,694 1 $777,3861 $293,158 1 $1,683,647 -8.22% Bid. Maint. (School and Town) $2,447,610 $2,562,688 $3,158,272 $2,944,396 $2,997,993 $3,239,861 $550,383 % inc. over Prior Year 3.85% 4.70% 23.24% - 6.77% 1.82% 8.07% 22.49% of annual budget 5.41% 5.34% 6.23% 5.86% 5.80% 5.87% $ increase from previous year $90,729 1 $115,0781 $595,584 ($213,876)1 $53,597 1 $241,868 $51,730,251 Regional Vocational School $219,592 $165,000 $153,752 $155,636 $163,287 $312,111 ($56,305) % inc. over Prior Year 132.74% - 24.86% - 6.826/6 1.23% 4.92% 91.14% - 25.64% % of annual budget 0.49% 0.34% 0.30% 0.31% 0.32% 0.57% $increase from previous year 1 $125,240 1 ($54,592) $ increase from previous year ($11,248)1 $1,8841 $7,6511 ($1,075,7p8)1 $148,824 $359,948 Debt/Capital $4,179,755 $4,599,540 $4,705,568 $3,629,770 $3,918,252 $4,278,200 ($261,503= % inc. over prior year 8.81% 10.04% 2.31% - 22.86% 7.95% 9.19% - 6.26% - % of annual budget 9.23% 9.59% 9.28% 7.22 %. 7.57% 7.75% $ increase from previous year $338,343 $419,7851 $106,028 1 ($1,075,7p8)1 $288,4821 $359,948 Employee Benefits $5,309,278 $5,568,847 $5,836,156 $6,281,930 $6,977,410 $7,458,422 $1,668,132 % inc. over prior year. 7.76% 4.89% 4.80% 7.64% 11.07% 6.89% 31.42% .% of annual budget: 11.73% 11.61% 11.51% 12.49% 13.49% 13.52% $increase from previous year $382,497 $259,569 1 $267,3091 $445,7741 $695,480 1 $481,012 State Assessment $709,548 $689,603 $632,940. $606,880 $563,527 $533,000 ($146,021) % inc. over prior year 4.67% - 2.81% -8.22% - 4.12% - 7.14% - 5.42% - 20.58% % of annual budget 1.57% 1.44% 1.25% 1.21% 1.09% 0.97% $ increase from previous year. $31,682 1 ($19,945) ($56,663) ($26,060) ($43,353) ($30,527) Total General Budget $45,261,025 $471983,703 $50,691,537. . $50,278,154 $51,730,251 $55,178,180 $6,469,226 $ difference from previous year 2,831,410 2,722,678 2,707,834 - 413.383 1,452,097 3,447,929 Total General Budget % inc. over 6.67% 6.020/6 5:64% - 0.82 %. 2.89% 6.67% 14.29% 04/09/2003 78 04/10/2003 7 79 TOWN OF READING, MASSACHUSETTS - FISCAL YEAR 2004 BUDGET Actual Actual Budget Recommended Percent Expenditures Expenditures (Revised) Budget Source of Increase FINCOM No. FY - 2001 FY - 2002 FY - 2003 FY - 2004 Funding 03 to'04 Recommend. Budget Summary General Fund A Accounting 104,172 105,372 110,055 114,580 4.11% B Community Services 1,234,734 1,179,511 1,285,855 1,308,343 1.75% C finance 675,753 666,800 821,747 841,086 2.35% E Library 798,480 806,380 817,000 869,000 6.36% F Public Safety 5,813,964 5,757,753 5,946,306 6,325,738 6.38% G Public Works 3,570,018 3,315,388 3,358,321 3,405,194 1.40% Town Totals 12,197,121 11,831,204 12,339,284 .12,863,941 4.25% H Building Maintenance 3,157,831 3,007,242 2,997,993 3,239,861 8.07% I -J Schools 23,875,234 24,693,634 .24,972,285 26,804,756 K Debt Service and Capital 4,660,233 3,609,543 3,918,252 4,278,200 9.19% L Employee Benefits 5,756,873 6,285,906 6,971,133 7,458,422 6.99% Total General Fund 49,647,292 49,427,529 51,198,947 54,645,180 6.73% - State Assessments 655,784 642,717 563,416 533,000 - 5.406/. Total Funding Required For General Fund 50,303,076 50,070,246 51,762,363 55,178,180 6.60% Enterprise Funds N Water Fund 2,603,484 2,761,939 2,673,528 2,812,582 1.83% 0 Sewer Fund 3,508,404 3,563,279 3,932,693 4,002,106 12.32% I Total Enterprise Funds 6,111,888 6,325,218 6,606,221 6,814,688 7.74% 04/10/2003 7 79 TOWN OF READING, MASSACHUSETTS - FISCAL YEAR 2004 BUDGET - Actual Actual Budget Recommended Percent Expenditures Expenditures (Revised) Budget Source of Increase FINCOM No. FY - 2001 FY - 2002 FY .2003 FY .2004 Funding 03 to '04 Recommend. . A Accounting Accounting Al Salaries and Wages 102,843 104,532 108,735 113,260 4.16% 7 -0 -0 A2 Expenses 1,329 840 1,320 1,320 0.00% 7 -0 -0 Total Accounting 104,172 105,372 110,055 114,580 4.11% B Community Services Conservation B1 Salaries and Wages 34,806 41,856 35,743 26,660 - 25.41% Zoning Board 62 Salaries and Wages 1,787 942 1,250 1,800 44.00% Historical Commission B3 Expenses 1,194 973 974 974 0.00% Inspection B4 Salaries and Wages 87,192 93,553 94,094 99,107 5.33% Planning B5 Salaries and Wages 52,490 54,620 59,323 60,856 2.58%, Health / Wts & Measures B6 Salaries and Wages 95,910 92,419 104,917 112,246 6.99% B7 Expenses 48,867 47,387 45,589 45,289 - 0.66% Elder Services B8 Salaries and Wages 130,782 128,815 123,705 134,146 8.44% B9 Expenses 3,340 3,248 3,460 3,460 0.00% Veterans -B10 Salaries and Wages 8,240 8,445 8,892 9,370 5.38% B11 Expenses 695 618 700 700 0.00% 612 Assistance 7,751 3,990 6,000 6,000 0.00 %° Selectmen 813. Expenses 2,646 2,546 1,450 1,450 0.00% Town Manager 814 Salaries and Wages 97,050 94,962 96,862 99,284 2.50% 615 Expenses 24,868 116 100 100 0.00% Law Division . 616 Town Counsel 96,059 112,268 105,000 110,250 5.00% B17 Labor Counsel 3,370 3,137 4,000 8,000 100.00% B18 Expenses 18,024 25,000 04110/2003 1 80 04110/2003 2 8 .1 TOWN OF READING, MASSACHUSETTS - FISCAL YEAR 2004 BUDGET Actual Actual Budget Recommended Percent Expenditures Expenditures (Revised) Budget Source of Increase FINCOM No. FY • 2001 FY .2002 FY - 2003 FY - 2004 Funding 03 to'04 Recommend. Town Clerk B19 Salaries and Wages 46,610 48,496 50,465 53,173 5.37% B20 Expenses 1,382 1,387 1,100 1,100 0.00% Elections and Registrations " B21 Salaries and Wages 24,183 10,750 24,140 15,546 - 35.66% 622 Expenses 21,444 19,999 27,370 27,493 0.45% Casualty Insurance 823 Expenses 104,631 146,997 203,084 212,999 4,88% General B24 Salaries and Wages 254,978 198,021 192,547 205,978 6.98% B25 Expenses 66,435 63,966 70,090 72,362 3.24% 1,234,734 Community Services B26 . Salaries and Wages 834,028 772,879. 791,938 818,166 3.31% 7 -0 -0 B27 Expenses 400,706 406,632 493;917 490;177 - 0,76% 7 -0 -0 1,234,734 1,179,511 .1,285,855 1,308,343 1.75% C Finance Finance Committee C1 Salaries and Wages 845 754 922 922 0.00% C2 Expenses 34,425 35,911 37,611 34,000 - 9.60% C3 Reserve Fund 150,000 150,000 0.00% Assessment C4 Salaries and Wages 87,054 95,433 99,295. 102,751 3.48% C5 Expenses 8,248 14,844 8,700 8,700 0.00% Technology C6 Salaries and Wages 75,332 78,276 81,518 88,278 8.29% C7 Expenses 112,632 101,678 103,926 103,921 0.00 %° . Human Resources C8 Salaries and Wages 36,460 38,313 39,864 42,006 5.37% C9 Expenses 34,527 11,922 11,300 11,300 0.00% General C10 Salaries and Wages 231,268 236,638 242,539 251,388 ,3.65% C11 Expenses 54,962 53,031 46,072 47,820 3.79% Finance C12 Salaries and Wages 430,959 449,414 464,138 485,345 4.57% 7 -0 -0 C13 Expenses 244,794 217,386 357,609 - 355,741 - 0.52% 7 -0 -0 Total Finance 675,753 666,800 821,747 841,086 2.35% 04110/2003 2 8 .1 TOWN OF READING, MASSACHUSETTS - FISCAL YEAR 2004 BUDGET Actual Actual Budget Recommended Percent Expenditures Expenditures (Revised) Budget Source of Increase FINCOM No. FY - 2001 FY - 2002 FY .2003 FY - 2004 Funding 03 to '04 Recommend. E Library Library E1 Salaries and Wages 625,597 631,341 666,330 679,195 1.93% 7 -0 -0 E2 Expenses 172,883 175,039 150,670 189,805 25.97% 7-0 -0 Total Library 798,480 806,380 817,000 869,000 6.36% F Public Safety Police F1 Salaries and Wages 2,691,169 2,663,118 2,731,031 2,859,479 4.70% F2 Expenses 215,610 215,544 218,994 218,994 0.00% Animal Control F3 Salaries and Wages 9,666 10,119 9,971, 11,706 17.40% F4 Expenses 1,537 3,394 1,560 2,560 64.10% Fire / Emergency Management F5 Salaries and Wages 2,520,348 2,513,424 2,596,743 2,802,403 7:92% F6 Expenses 102,4.08 51,497 52,701 72,701 37.95% \ Dispatch F7 Salaries and Wages . 250,950 262,467 297,110 319,699 7.60% F8 Expenses 22,276 38,190 38,196 38,196 0.00% Public Safety . F9 Salaries and Wages 5,472,133 5,449,128 5,634,855 5,993,287 6.36% 7 -0 -0 F10 Expenses 341,831 308,625 311,451 332,451 6.74% 7 -0 -0 $ $ $ $ Total Public Safety 5,813,964 5,757,753 5,946,306 6,325,738 6.38% G Public Works Administration G1 Salaries and Wages 87,147 78,981 79,849 81,705. 2.32% G2 . Expenses 5,164 5,814 5,550 5,550 0.00% Engineering G3 .: Salaries and Wages 214,625 224,459. 224,037 240,571 7.38% G4 Expenses.. 16,517. 16,542 11,950 11,950 0.00 %' Highway and Equip. Maint. G5 Salaries and Wages 620,501 572,985 648,773 680,045 4.82% G6 Expenses 318,185 269,704 255,391 256,649 0.49% 04/10/2003 82 04/10/2003 4 83 TOWN OF READING, MASSACHUSETTS • FISCAL YEAR 2004 BUDGET Actual Actual Budget Recommended Percent Expenditures Expenditures (Revised) Budget Source of Increase FINCOM No. FY - 2001 FY - 2002 FY - 2003 FY • 2004 Funding 03 to'04 Recommend. Parks and Forestry G7 Salaries. and Wages 289,375 299,413 317,436 322,449 1.58% G8 Expenses 72,831 53,816 42;843 66,888 56.12 % Recreation Gg Salaries and Wages 41,439 44,754 47,132 Revolving G10 Expenses 72 2,071 2,500 Fund Public Works (Sub - Total) G11 Salaries and Wages 1,253,087 1,220,592 1,317,227 1,324,770 0.57% 7 -0 -0 G12 Expenses 412,769 347,947 318,234 341,037 7.17 % 7 -0 -0 G13 Street Lighting 203,128 206,900 204,000 204,900 0.00% 7 -0-0 G14 Rubbish Collection/ Disposal 969,977 1,112,883 1,127,060 1,098,630 - 2.52% 7 -0 -0 G15 ' Snow and Ice Control 636,100 214,216 251,100 276,547 10.13% 7 -0 -0 Cemetery G16 Salaries and Wages 63,257 54,913 109,730 92,110 - 16.06% 7 -0 -0 G17 Expenses 31,700 64,637 30,070 67,200 •123.48% 7 -0 -0 G18 Puplic Works Site Clean -up 93,300 Public Works G19 Salaries and Wages 1,316,344 1,275,505 1,426,957 1,416,880 - 0.71% G20 Expenses 2,253,674 2,039,883 1,931,364 1,988,314 2.95% Total Public Works 3,570,018 3,315,388 3,358,321 3,405,194 1.40% Town Total - Salaries/Wages 8,781,904 8,682,799 9,092,953 9,506,133 4.54% Town Total - Expenses 3,415,217 3,148,405 3,246,331 3,357,808 3.43% TOWN TOTAL 12,197,121 11,831,204 12,339,284 12,863,941 4.25% H Building Maintenance School Buildings H1 Salaries and Wages 1,059,978 1,061,255 1,043,665 1,088,525 4.30% 7 -0-0 H2 Expenses 1,602,483 1,450,143 1,443,144 1,597,369 10.69% 7 -M Town Buildings H3 Salaries and Wages 112,644 122,121 124,984 130,867 4.71% 7 -0 -0 H4 Expenses 382,726 373,723 386,200 423,100 9.55% 7 -0-0 ( I Total Building Maintenance 3,157,831 3,007,242 2,997,993 3,239,861 8.07 % 04/10/2003 4 83 84 TOWN OF READING, MASSACHUSETTS • FISCAL YEAR 2004 BUDGET Actual Actual Budget Recommended Percent Expenditures Expenditures (Revised) Budget Source of Increase . FINCOM No. FY • 2001 FY - 2002 FY -2003 FY - 2004 Funding 03 to'04 Recommend. -J Schools I School 23,721,482 24,539,347 24,808,998 26,492,645 6.79% 7 -0-0 J Vocational Schools 153,752 154,287 163,287 312,111 91.14% 7 -0 -0 $ $ $ Total Schools 23,875,234 24,693,634 24,972,285 26,804,756 7.34% K Debt Service and Capital K1 Debt Service 3,893,743 3,488,206 3,893,252 3,873,200 - 0.52% 7 -0-0 K2 Capital Projects K3 Geo Info Systems 70,000 21,500 K4 ' Town Bldg 60,000 44,000 K5 Replace Pumpers 230,231 K6 Fire Equipment 22,837 15,000 30,000 7 -0-0 K7 Replace Ambulance 110,312 K8 Drainage Improv 10,000 K9 Hwy Equipment 103,000 65,000 7 -0 -0 K10 Sidewalk / Curb 65,000 • 25,000 K11 Playground Upgrade 17,947 K12 Library Computers 8,000 K13 School Technology 100,000 K14 Roadway Improvements 300,000 7 -0 -0 K15 . Flexible Account 10,000 10,000 7 -0 -0 Total Capital Projects 766,490 121,337 25,000. 405,000 1520.00% Total Debt and Capital 4,660,233 3,609,543 3,918,252 - 4,278,200 9.19% L Employee Benefits L1 Contributory Retirement 2,166,800 2,216,900 2,136,600 2,186,300 2.33% 1-2 Non - Contrib, Retirement ' 95,935 119,942 99,333 102,042 2.73% L3 Unemployment Benefits 16,581 24,576 40,000. 40,000 0.00% L4 Group Health / Life Ins. 2,855,150 3,298,839 4,002,438 4,414,041 10.28% L5 Medicare / Social Security 405,555 410,619 473,039 473,039. 0.00% L6 Workers' Compensation 184,219 176,408 189,723 213,000 12.27% L7 Police I Fire Indemnification 32,633 38,622 30,000 30,000 0.00% L8 Total Employee Benefits 5,756,873 6,285,906 6,971,133 7,458,422 6.99% 7 -0 -0 04/10/2003 5 84 04/10/2003 6 85 TOWN OF READING, MASSACHUSETTS - FISCAL YEAR 2004 BUDGET Actual Actual Budget Recommended Percent Expenditures Expenditures (Revised) Budget Source of Increase FINCOM No. FY - 2001 FY - 2002 FY .2003 FY - 2004 Funding 03 to'04 Recommend. Enterprise Funds M . Water Fund . M1 Salaries and Wages 650,748 666,773 727,530 782,753 7.59% 7 -0 -0 M2 Expenses 1,283,374 1,236,171 1,249,498 1,271,410 1,75% 7 -0 -0 M3 Debt Service 127,419 7 -0 -0 M4 Capital Outlay 669,362 858,995 696,500 631,000 - 9.40% 7 -0 -0 $ $ $ $ Total Water Fund 2,603,484 2,761,939 2,673,528 2,812,582 5.20% N Sewer Fund N1 Salaries and Wages 161,491 182,915 203,932 215,233 5.54% 7 -0 -0 N2 Expenses, 2,954,180 3,038,174 3,250,571 3,318,683 2.10% 7 -0 -0 N3 Debt Service 132,190 132,190 132,190 132,190, 0.00% 7 -0 -0 N4 Capital Outlay 260,543 210,000 346,000 336,000 . - $336,000 Sewer - 2.89% 7 -0-0 $ $ $ $ Reserve i Total Sewer Fund 3,508,404 3,563,279 3,932,693 4,002,106 1.77% 04/10/2003 6 85 History of Full Time Equivalent Employment (FTE) Town of Reading Massachusetts DEPARTMENT 1989 1994 1999 2004 Community Services 22.8 21.6 25.6 19.5 i Finance /Accounting 17.5 .18.2 18.1 16.9 Library 18.8 18.2 19.7 17.4 Public Safety 94.4 90.5 97 94.3 DPW 75.6 62.2 69.9 60.9 TOTAL 229.1 210.7 230.3 209 04/09/2003 86 Town of Reading FY - 2004 Budget Department: Accounting, Budget Summary (Form A) Division: Accounting - 025 Summary: Al &A2 Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget Budget Summary FY - 2001 FY - 2002 FY - 2003 FY - 2004 Salaries and Wages (Form B) 102,843 104,532 108,735 113,260 Expenses(Form C) 1,329 840 1,320 1,320 Totals 104,172 105,372 110,055 114,580 Revenue and Staffing Revenues Staffing 2.8 2.6 2.6 2.6 Commentary The Accounting Department is responsible for maintaining financial records that facilitate the preparation . of financial reports and schedules that provide meaningful, accurate information for comparability and for management's decision making process, The Accounting Department ensures that financial transactions are in compliance with legal requirements and are properly recorded on a timely basis. i 09- Apr -03 87 Town of Reading FY - 2004 Budget Salaries and Wages (Form B) Department: Accounting Division: Accounting - 025 Summary: Al Annual Adopted Actual Actual Budget Recommende FTE Expenditures FTE Expenditures FTE (Revised) FTE Budget Classification # FY - 2001 # FY - 2002 # FY - 2003 # FY - 2004 Town Accountant 1.0 .71,583 1.0 73,008 1.0 74,757 1.0 76,910 Asst, Town Accountant 0.2 3,013 0.2 5,832 0.2 7,987 0.2 8,344 Administrative Assistant 0.8 23,681 0:8 24,648 0.6 19,309 0.6 20,256 Account Clerk 0.8 19,334 0.6 15,604 0.8 21,510 0.8 23,194 Totals 2.8 117,611 2.6 119,092 2.6 123,563 2.6 128,704 Source of Funding Water Fund 3,692 3,640. 3,707 3,861 Sewer Fund 3,692 3,640 3;707 3,861 Electric Fund 7,384 7,280 7,414 7,722 General Fund (Form A) 102,843 104,532 108,735 113,260 88 Town of Reading FY - 2004 Budget Department: Accounting Expenses (Form C) Division: Accounting - 025 Summary: A2 Annual Adopted Actual. Actual Budget Recommended Expenditures Expenditures (Revised) Budget Classification FY - 2001 FY - 2002 FY - 2003 FY - 2004 Supplies . , 493 250 300 300 Professional Development 913 569 900 900 Travel Reimbursement 110 206 300 300 Totals 1,516 1,025 1,500 1,500 Source of Funding Water Fund 47 47 45 45 Sewer Fund 47 47 45 45 Electric Fund 93 91 90 90 General Fund (Form A) 1,329 840 1,320 1,320 i 09- Apr -03 89 Town of Reading FY - 2004 Budget Department: Community Services �- Budget Summary (Form A) Division: Conservation - 061 Summary: B1 Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget Budget Summary FY - 2001 FY - 2002 FY - 2003 FY - 2004 Salaries and Wages (Form B) 34,806 41,856 35,743 29,660 Expenses(Form C) 0 0 0 0 Totals 34,806 41,856 35,743 29,660 Revenue and Staffing Revenues Staffing 1;1 1.1 1.1 1.0 Commentary . 09- Apr -03 90 Town of Reading FY - 2004 Budget Department: Community Services Salaries, and Wages (Form B) Division: Conservation - 061 Summary: B1 Annual Adopted ., Actual Actual Budget Recommende FTE Expenditures FTE Expenditures FTE (Revised) : FTE Budget Classification # FY - 2001 # FY - 2002 # FY - 2003 9 FY - 2004 Conservation Administrator 1.0 34,707 1.0 41,500 1.0 43,193 1.0 45;490 Recording Secretary 0.1 99 0.1 356 0.1 2,550 0 91 Town of Reading FY - 2004 Budget Department: Community Services Budget Summary (Form A) Division: Zoning Board of Appeals - 066 Summary: B2 . Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget Budget Summary FY - 2001 FY - 2002 FY - 2003 FY = 2004 Salaries and Wages (Form B) 1,787 942 1,250 1,800 Expenses(Form C) 0 0 0 0 Totals 1,787 942 1,250 1,800 Revenue and Staffing Revenues Staffing 0.1 0.1 0.1 0.1 Commentary 09- Apr -03 92 Town of Reading FY - 2004 Budget Department: Community Services Salaries and Wages (Form B) Division: Zoning Board of Appeals - 066 Summary: B2 Annual Adopted Actual Actual Budget Recommende FTE Expenditures FTE Expenditures FTE (Revised) FTE Budget Classification # FY - 2001 # FY - 2002 # FY - 2003 # FY - 2004 Recording Secretary 0.1 1,787 0.1 942 0.1 1,250 0.1 1,800 Totals 0.1 1,787 0.1 942 0.1 1,250 0.1 1,800 Source of Funding $ $ $ $ General Fund (Form A) 1,787 942 1,250 1,800 93 Town of Reading FY - 2004 Budget Department: Community Services Budget Summary (Form. A) Division: Historical Commission.- 681 Summary: B3 Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget Budget Summary FY - 2001 FY - 2002 FY.- 2003 FY - 2004 $ $ $ $ Salaries and Wages (Form B) 0 0 0 0 Expenses(Form C) 1,194 973 974 974 Totals 1,194 973 974 974 Revenue and Staffing Revenues Staffing 0.0 .0.0 0.0 0.0 Commentary 09- Apr -03 \. 94 Town of Reading FY - 2004 Budget Department: Community Services Expenses (Form C) Division: Historical Commission - 681 Summary: B3 Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget Classification FY - 2001 FY - 2002 FY - 2003 FY - 2004 Office Supplies 1,194 973 974 974 Totals 1,194 973 974 974 Source of Funding General Fund (Form A) 1,194 973 974 974 09- Apr -03 95 Town of Reading FY - 2004 Budget Department: Community Services Budget Summary (Form A) Division: Inspectors -141 Summary: B4 Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget Budget Summary FY - 2001 FY - 2002 FY - 2003 FY - 2004 Salaries and Wages (Form B) 87,192 93,553 94,094 99,107 Expenses(Form C) 0 0 0 0 Totals 87,192 93,553 94,094 99,107 Revenue and Staffing Revenues Staffing 2.0 2.0 2.0 2.0 Commentary 09- Apr -03 \, 96 Town of Reading FY - 2004 Budget Department: Community Services Salaries and Wages (Form B) Division: Inspectors -141 Summary: B4 Annual Adopted Actual Actual Budget Recommende FTE Expenditures FTE Expenditures FTE (Revised) FTE Budget Classification # FY - 2001 # FY - 2002 # FY - 2003 # FY - 2004 Building Inspector 1.0 50,869 1.0 52,719 1.0 55,050 1.0 57,987 Gas/ Plumbing Inspector 0.5 17,913 0.5 18,443 0.5 19,022 0.5 20,060 Wiring Inspector 0.5 18,296 0.5 20,603 0.5 19,022 0.5 20,060' Zoning Enforcement Officer 114 Alternate Inspectors 1,788 1,000 1,000 Totals 2.0 87,192 2.0 93,553 2.0 , 94,094 2.0 99,107 Source of Funding General Fund (Form A) 87,192 93,553 94,094 99,107 Town of Reading FY - 2004 Budget Department: Community Services Budget Summary (Form A). Division: Planning - 065 Summary: B5 Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget Budget Summary FY - 2001 FY - 2002 FY - 2003 FY - 2004 Salaries and Wages (Form B) 52,490 54,620 59,323 60,856 Expenses(Form C) 0 0 0 0 Totals 52,490 54,620 59,323 60,856 Revenue and Staffing Revenues Staffing 1.0 1.0 1.1 1.0 Commentary \. 09- Apr -03 Town of Reading FY - 2004 Budget Department: Community Services Salaries and Wages (Form B) Division: Planning - 065 Summary: B5 Annual Adopted. Actual Actual Budget Recommende FTE Expenditures FTE Expenditures FTE (Revised) FTE Budget Classification # FY - 2001 # FY - 2002 # FY - 2003 # FY - 2004 Town Planner 1.0 52,490 1.0 54,620 1.0 56,823 1.0 60,856 Recording Secretary 0.1 2,500 0 $ $ $ $ Totals 1.0 52,490 1.0 54,620 1.1 59,323 1.0 60,856 Source of Funding General Fund (Form A) 52,490 54,620 59,323 60,856 we Town of Reading FY - 2004 Budget Department: Community Services Budget Summary (Form A) Division: Health - 511 Summary: B6 & B7 Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget Budget Summary . FY - 2001 FY - 2002 FY - 2003 FY - 2004 Salaries and Wages (Form B) 95,910 92,419 106,417 111,246 Expenses (Form C) 48,867 47,387 45,2$9 44,811 Totals 144,777 139,806 151,706 156,057 Revenue and Staffing Revenues Staffing 3.3 0.0 3.3 2.3 Commentary\' 09- Apr -03 100 Town of Reading FY - 2004 Budget Salaries and Wages (Form B) Department: Community Services Division: Health - 511 Summary: B6 101 Annual Adopted Actual Actual Budget Recommende FTE Expenditures FTE Expenditures FTE (Revised) FTE Budget Classification # FY - 2001 _# FY - 2002 # FY - 2003 # FY - 2004 Health Services Admin, 0.8 47,183 49,636 0.8 51,467 1.0 56,867 Health Services Admin. G 0:2 2,200 0.2 2,500 0 Tobacco Control Coord. G 0,9 38,160 39,575 0.9 0 0.0 0 Public Health Nurse 0.6 24,982 19,845 0.6 25,600 0.6 26,700 Health Inspector 0.5 19,118 19,889. 0.5 20,690 0.5 21,681 Health Inspector . G 0.1 5,031 8,734 71 0 0.0 0 Sealer of Weights & Meas 0.1 2,380 2,369 0.1. 4,160 .0.1 4,110 Sealer of Weights & Meas G 11,743 13,801 10,000 10,000 Nurses (FlulHep B /Adol) 0.1 2,247 680 0.1 2,000 0.1 1,888 Totals 3.3 153,044 0.0 154,529 3.3. 116;417 2.3 121,246 Source of Fundinq . Grant Funding 57,134 62,110 10,000 10,000 General Fund (Form A) 95,910 92,419 106,417 111,246 101 Town of Reading FY - 2004 Budget Department: Community Services - Expenses (Form C) 'Division: Health - 511 Summary: B7 Annual Adopted . Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget Classification FY -2001 FY - 2002 FY - 2003 FY - 2004 Animal Disposal 3,300 3,364 3,700 3,700 Contractual Services 2,067 2,790 100 0 Riverside Community Care 6,556 6,556 6,560 6,560 E.M.A.R.C. 8,220 7,535 8,220 8,220 Mosquito Control 22,724 23,936 22,724 22,724 Clinics 3,397 999 1,300 1,422 Educational Supplies 998 1,202 885 385. Travel Reimbursement 1,605 1,005 1,800 1,800 Weights and Measures G 1,406 15,567 10,000 5,000 Totals 50,273 62,954 ` 55,289 49,811 Source of Funding Grant Funding 1,406 15,567 10,000 5,000 General Fund (Form A) 48,867 47,387 45,289 44,811 (. 09- Apr -03 \ 102 Town of Reading FY - 2004 Budget Department; Community Services Budget Summary (Form A) . Division: Elder Services - 541 Summary; B8'& B9 Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) . Budget Budget Summary FY -2001 FY -2002 FY —2003 FY - 2004 Salaries and Wages (Form B) 130,782 128,815 123,705 134,146 Expenses (Form C) 3,340 3,248 3,460 3,460 Totals 134,122 132,063 127,165 137,606 Revenue and Staffing Revenues Staffing 4.9 0.0 4.3 4.2 Commentary 09- Apr -03 103 Town of Reading FY - 2004 Budget Salaries and Wages (Form B) Department: Community Services Division: Elder Services - 541 Summary: B8 104 Annual Adopted Actual Actual Budget Recommende FTE Expenditures FTE Expenditures FTE (Revised) FTE Budget Classification # FY - 2001. # FY - 2002 # FY - 2003 # FY - 2004 Elder Services Admin. 1.0 3.7,379 44,032 1.0 46,254 1.0 48,673 Social Worker 1.0 33,964 32,038 1.0 33,435 1.0 37,885 Coordinator of Volunteers 0.8 14,110 14,333 0.6 2,963 0.6 3,096 Coordinator of Volunteer G 10,054 11,471 16,980 16,980 Coordinator of Volunteer D 6,202 7,481 Van Driver 1.0 24,052 16,613 0.9 20,716 0.9 22,064 Substitute Van Driver 0.1 2,577 3,496 0.1 1,300 1,815 Nutrition Coordinator 0.7 18,700 18,303 0.7 19,037 0.7 20,613 Shopping Assist. Coord. G 0.3 5,975 6,482 0.0 Totals 4.9 146,811 0.0 146,768 4.3 146,887 4.2 158,607 ` Source of Funding' .. Grants 16,029 17,953 16,980 16,980 Donations Fund 6,202 7,481 General Fund (Form A) 130,782 128,815 123,705 134,146 104 Town of Reading FY - 2004 Budget Department: Community Services. Expenses (Form C) Division: Elder Services - 541 Summary: B9 Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget Classification FY - 2001 FY - 2002 FY - 2003 FY - 2004 $ $ $ $ Fuel 1,475 1,747 1,560 1,560 Senior Center Supplies 369 410 250 250 Automotive Repair 654 145 400 400 Educational Supplies 24 244 250 250 Travel Reimbursement 818 702 1,000 1,000 Senior Tax Work Program ..6,265 7,363 10,500 10,500 Totals 9,605 10,611 13,960 13,960 Source of Funding Burbank Trust Fund 6,265 7,363 10,500 10,500 General Fund (Form A) 3,340 3,248 3,460 3,460 09- Apr -03 . 105 Town of Reading FY - 2004 Budget Department: Community Services Budget Summary (Form A) Division: Veterans - 551 & 552 Summary: B10, B11 & B12 Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget Budget Summary FY - 2001 FY - 2002 FY - 2003 FY - 2004 Salaries and Wages (Form B) 8,240 8,445 8,892 9,370 Expenses (Form C) 8,446 4,608 6,700 6,700 $ $ $ $ Totals 16,686 13,053 15,592 16,070 . Revenue and Staffing Revenues Staffing 0,3 0.3 0.3 0.3 Commentary �. \1 09- Apr -03 „ M Town of Reading FY - 2004 Budget Department: Community Services Salaries and Wages (Form B) Division: Veterans - 551 & 552 Summary: B10 Annual Adopted Actual Actual Budget Recommende FTE Expenditures FTE Expenditures FTE (Revised) _ FTE.. Budget Classification # FY - 2001 # FY - 2002 # FY - 2003 # FY - 2004 Veterans' Agent 0,3 8,240 0.3 8,445 0.3 8,892 0.3 9,370 $ $ $ $ Totals 0.3 8,240 0.3 8,445 0.3 8,892 0.3 9,370 Source of Funding General Fund (Form A) 8,240 8,445 8,892 9,370 107 Town of Reading FY —2004 Budget Department: Community Services Expenses (Form C) Division: Veterans - 551 & 552 Summary: B11 & B12 Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget Classification FY - 2001 FY - 2002 FY - 2003 FY - 2004 Travel Reimbursement 695 618 700 700 Veterans' Assistance 7,751 3,990 6,000 6,000 i Totals 8,446 4,608 6,700 6,700 Source of Funding General Fund (Form A) 8,446 4,608 6,700 6,700 09- Apr -03 \, M: Town of Reading FY -2004 Budget i Department: General Services Budget Summary (Form A) Division; Selectmen - 015 Summary: B13 Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget Budget Summary FY - 2001 FY -2002 FY - 2003 FY - 2004 Salaries and Wages (Form B) 0 0 0 0 Expenses (Form C) 2,646 2,546 1,450 1,450 Totals 2,646 2,546 1,450 1,450' Revenue and Staffing Revenues Staffing 0.0 0.0 0.0 0.0 Commentary 09- Apr -03 109 Town of Reading FY - 2004 Budget Department: General Services j Expenses (Form C) Division: Selectmen - 015 Summary: 613 Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget Classification FY - 2001 FY - 2002 FY - 2003 FY - 2004 Advertising 1,146 1,545 750 Supplies 214 34 200 200 Other Expenses 1,286 967 500 500 Totals 2,646 2,546 1,450 1,450 Source of Funding General Fund (Form A) 2,646 2,546 1,450 1,450 09- Apr -03 110 Town of Reading FY - 2004 Budget Department: General Services Budget Summary.(Form A) Division: Town Manager - 012 Summary: B14 & B15 Annual Adopted Actual Actual Budget Recommended . Expenditures Expenditures : (Revised) _ Budget Budget Summary FY - 2001 FY - 2002 FY - 2003 FY - 2004 Salaries and Wages (Form B) 97,050 94,962 96,862 99,284 Expenses (Form C) 24,868 116 100 100 Totals 121,918 95,078 96,962 99,384 Revenue and Staffing Revenues Staffing 1.0 1.0 1.0 1.0 Commentary i 09- Apr -03 111 Town of Reading FY - 2004 Budget Department: General Services Salaries and Wages (Form B) Division: Town Manager - 012 Summary: B14 112 Annual Adopted Actual Actual Budget Recommende FTE Expenditures FTE Expenditures FTE (Revised) FTE Budget Classification # ' FY - 2001 # FY - 2002 # FY - 2003 # FY - 2004 Town Manager 1.0 97,050 1,0 99,960 1.0 101,960 1.0 104,509 T- $ $ $ Totals 1A 97,050 1,0 99,960 1.0 101,960 1,0 104,509 Source of Fundino Water Fund 2,499 2,549 2,613 Sewer Fund 2,499 2,549 2,613 General Fund (Form A) 97,050 94,962 96,862 99,284 112 Town of Reading FY - 2004 Budget Department: General Services Expenses (Form C) Division: Town Manager - 012 Summary: B15 Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised)' Budget Classification FY - 2001 FY - 2002 FY - 2003 FY - 2004 Advertising 115 116 100 100 Publications & Subscriptions 753 Grant Consultant 24,000 Totals 24,868 116 100 100 Source of Funding General Fund (Form A) 24,868 116 100 100 09- Apr -03 113 Town of Reading FY - 2004 Budget Department: Gereral Services r Budget Summary (Form A) Division: Law - 041 l Summary: B16, B17, & B18 Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget Budget Summary FY - 2001 FY - 2002 FY - 2003 FY - 2004 Salaries and Wages (Form B) 0 0 0 0 Expenses (Form C) 117,453 115,405 134,000 118,250 Totals 117,453 115,405 134,000 118,250 Revenue and Staffing Revenues Staffing 0.0 0.0 0.0. OA Commentary l 09- Apr -03 \ 114 Town of Reading FY - 2004 Budget Department: Gereral Services Expenses (Form C) Division:. Law - 041 Summary: B16, B17, & B18 Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget Classification FY - 2001 FY - 2002 FY - 2003 FY - 2004 Town Counsel 96,059 112,268 105,000 110,250 Labor Counsel 3,370 3,137 4,000 8,000 Expenses 18,024 25,000 Totals 117,453 115,405 134,000 118,250 Source of Funding General Fund (Form A) 117,453 115,405 134,000 118,250 09- Apr -03 115 Town of Reading FY - 2004 Budget Department: General Services Budget Summary (Form A) Division: Town Clerk - 051 Summary: B19 & B20 Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget Budget Summary FY -2001 FY - 2002 FY - 2003 FY - 2004 Salaries and Wages (Form B) 46,610 48,496 50,466 53,173 Expenses (Form C) 1,382 1,387 1,100 1,100 Totals 47,992 49,883 51,566 54,273 Revenue and Staffing Revenues Staffing 1.0 1.0 1.0 1.0 Commentary 116 Town of Reading FY - 2004 Budget Department: General Services Salaries and Wages (Form B) Division: Town Clerk - 051 Summary: B19 Annual' Adopted Actual Actual Budget Recommende FTE Expenditures FTE Expenditures FTE (Revised) FTE Budget' ' Classification ` # FY'- 2001 # FY - 2002 # FY - '2003. # FY - 2004 $ $ $ $ Town Clerk 1.0 46,610 1.0 .48,496 1.0 50,466 1.0 53,173 $ $ $ $ Totals 1.0 46,610 1.0 " 48,496 1.0 50,466 1.0 53,173 Source of Funding $ $ $ $ General Fund (Form A) 46;610 48,496 50,466 53,173 117 Town of Reading FY - 2004 Budget Department: General Services Expenses (Form C) Division: Town Clerk - 051. \. Summary: 820 Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget Classification ; FY - 2001 FY - 2002 FY - 2003 FY - 2004 $ $ $ $, Contractual Services 740 652 500 500 Supplies 642 , 735 600 600 ' l $ Totals` 1,382'• 1,387 1,100 1,100 Source of Funding $ $ $ $ General. Fund (Form A) 1,382 ,1,387 1,100 .. 1;100 09- Apr -03 1 !18 Town of Reading FY - 2004 Budget Department: General Services Budget Summary (Form A) Division: Elections & Registrations Summary: B21 & B22 Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget Budget Summary FY - 2001 FY'- 2002 FY - 2003 FY - 2004 Salaries and Wages (Form B) 24,183 10750 ' 15,140 15,546 Expenses (Form C) 21,444 19,999 22,870 27,493 Totals 45,627 30,749 38,010 43,039 Revenue and Staffing . Revenues Staffing 0.0 0.0 0.0 0.0 ( Commentary ( 09- Apr -03 119 Town of Reading FY - 2004 Budget Department: General Services Salaries and Wages (Form B) . Division: Elections & Registrations. \ Summary: B21 Annual Adopted Actual Actual Budget Recommende 'Expenditures FTE, Expenditures FTE' (Revised) FTE Budget Classification # FY- 2001: # FY - 2002 ; : # FY - 2003 # FY :2004 Registrars 1,393 1,312 1,420 1,320 Census 801 685 800 800 Elections .19,835 8,000 17,880 12,370 Town Meeting 2,154 753 1,040 1;056 Totals 0.0 24,183 0.0 10,750 0.0 ; . 21,140 0.0 15,546 Source of Funding State Reimbursement 6,000 0 l , General Fund (Form A) 24,183 10,750 ! + 15,140 15,546 \ 20 Town of Reading FY - 2004 Budget Department: General Services Expenses (Form C) Division: Elections & Registrations Summary: B22, Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget Classification . FY -2001 FY - 2002 FY - 2003 FY - 2004 Advertising 5,053 5,191. 4,820 5,620 Postage 616 585 708 Contractual Services: Elections ;4,228 4,393 8,615 9,735 Census 11,547 7,880 5,225 5,100 Town Meeting 2,535 ` 3,625 6,330 Totals 21,444 19,999 22,870 27,493 Source of Funding General Fund (Form A); . 21,444 19,999 22,870 27,493 l 09- Apr -03 • i • 121, Town of Reading FY - 2004 Budget Department: General Services Budget Summary (Form A) Division: Insurance - 850 Summary: B23 Annual Adopted . Actual Actual Budget Recommended Expenditures Expenditures' (Revised). Budget' Budget Summary FY : 2001 FY - 2002 FY - 2003 FY - 2004 Salaries and Wages (Form B) 0 0 0 0 Expenses (Form C) 1104,631 146,997 203,084 212,999 Totals 104,631- . 146,997 203,084 212,999 Revenue and Staffing Revenues Staffing 0.0 0.0 0.0 0.0 Commentary \ " 09- Apr 703 \. 122 Town of Reading FY - 2004 Budget . Department: General Services Expenses (Form C) Division, Insurance - 850 Summary:. B23 Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget Classification FY - 2001 FY - 2002 FY - 2003 FY - 2004, Insurance Premiums 113,065, 160,457 207,252 217,615 Claims 1,070: - 3,956 4,000 4,000 Administration . 1,000 1,000 'Totals 114,135 156,501 2121252 222,615 Source of Funding , Water Fund 7,897 7,897: 4,031 4,228 Sewer Fund . , 1,607 1,607 5,137 5,388 General Fund (Form A) 104,631 ' 146,997 203,084 212,999 l 09-Apr-03 Town of Reading FY - 2004 Budget Department: General Services Budget Summary (Form A) Division: General - 015 \ Summary: B24 & B25 Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget Budget Summary FY: 2001. FY - 2002 FY - 2003 FY - 2004 $ .. $ $ Salaries and Wages (Form. B) .254,978 209,522. 217,141: .205,978 Expenses (Form C) 66,435 63,966 70,090 72,362 Totals 321,413 273,488 287,231 278,340 Revenue and Staffing „ Revenues Staffing 9.2 7.7 7.3 6.6 Commentary r 09-Apr-03 \ 124' Town of Reading FY - 2004 Budget Department: General Services Salaries and Wages (Form B) Division: General- 015 Summary: 624 Annual Adopted Actual Actual Budget Recommende FTE ''Expenditures FTE Expenditures FTE, (Revised) FTE' Budget Classification # FY - 2001 # FY - 2002 # FY - 2003 # FY - 2004 $ Assistant Town Manager 1'.0 50,915 0.0'. 0.0 0.0 Office Manager 1.0 37,674 1.0 39,600 1.0 41,184 1.0 43,387 Administrative Sec'y 1.2 33,123. 1.0 32,637 1.0 32,773 1.0 34,738 Principal Clerks) 1.7 43,886 14 34,240. 1.0 32,052 1.0 29,494 Temporary Position 0.4 4,666 0.4 6,310 ' 0.4 5,050 0.3 4,220 Overtime /Out of Classification 3,089 3,349 2,700 2,700 Sick Leave Buyback 1,455 0 Administrative Assistant 1.0 25,127 1.0 30,427 1.0 7 32,058 1.0 31,085 Principal Clerk 2.9 56,498 2.9 61,011 2.9 71;324. 2.0 55,354 493 Recording Secretary 0.3 5,000 Totals 9.2 254,978 7.7 . 209,522 7.3 217,141 6.6 20UM Source of Funding General Fund (Form A) 254,978 ` 209,522 217,141 205,978 ;, 125 Town of Reading FY - 2004 Budget Department: General Services Expenses (Form C) Division: General - 015 Summary: B25 Annual Adopted Actual Actual . Budget Recommended Expenditures. Expenditures (Revised) Budget Classification FY - 2001 FY - 2002 FY -2003 FY - 2004 Maintenance of Equipment 700 700 500 500 Postage '20,387 22,222 28,400 30,672 Photocopy Equipment / Supplies 20,930 17,674 17,500 17,500 Office Supplies 2,912 2,533 3,000 3,000 Printing & Stationery 1,524 3,305 1,400 1,400 Professional Development 7,501 7,242 7,115 7,115 .Travel Reimbursement 61 Advertising 1,143 1,734 1,500 1,500 . Supplies ! 4,651 2,966 4,600 4,600 Printing & Stationery 103 400 400 Duplicating & Photo Supplies 67 110 110 Printing : 32 • 75 75 Professional Development 2,688 534 1,500 1,500 Travel Reimbursement 3,091 . 3,226 3,300 3,300 Dues &•Membership 65919 1,088', 500 500 Technical Publications 276 70 : 70 Subscriptions i 188. 120: 120 Rental of Facilities 264 `Totals 66,435 63,966 ' 70,090 `' 72,362 Source of Funding General Fund (Form ' 66,435`. 63,966 70,090 72,362 09- Apr -03 126. . Town of Reading FY - 2004 Budget Department: Finance Budget Summary (Form A) Division: Finance Committee - 021 Summary: C1 &C2 Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised). Budget Budget Summary. FY - 2001 FY - 2002 FY -2003 FY -.2004 .' Salaries and Wages (Form B) , 845 '754 922 922 Expenses (Form G) . 34,425 35,911 37,611 34,000 Totals 35,270 36,665 38,533 34,922 Revenue and Staffinq . $ $ $ $ Revenues Staffing .. 0.0 0,0 0.0 0.0 Commentary 09 Apr -03 r 127 , . Town of Reading FY - 2004 Budget Department: Finance Salaries and Wages (Form B) Division: Finance Committee - 021 Summary: C1 Annual Adopted Actual Actual Budget Recommende FTE Expenditures ' FTE Expenditures ` FTE (Revised) FTE Budget Classification # FY - 2001 # FY - 2002 ` # FY -2003 # FY - 2004 Recording Secretary 845 754 922 922 i Totals 0.0 845 ,OA 754 0..0. 922 0.0 922 Source of Funding l $ General Fund (Form A) 845 754 922 922 \. 128 . Town of Reading FY - 2004 Budget Department: Finance Expenses (Form C) Division: Finance Committee - 021 Summary: C2 Annual Adopted Actual. Actual Budget Recommended Expenditures ` Expenditures (Revised) Budget Classification FY - 2001 FY - 2002 FY - 2003 FY - 2004 Financial Audit 40,500 42,250 44,250 40,000 Totals 40,500 42,250 44,250 40,000 Source of Funding Water.Fund 2,025 2,113 2,213 2,000 Sewer Fund 2,025 2,113 2,213 2,000 Electric Fund 2,025 2,113 2,213 2,000 General Fund (Form A) 34,425 35,911 37,611 34,000 09- Apr -03 129 Town of Reading FY - 2004 Budget Department: Finance Salaries and Wages (Form B) Division: Assessment - 031 Summary: C4, Annual Adopted Actual Actual Budget Recommende FTE Expenditures FTE Expenditures FTE . (Revised) FTE Budget Classification' # FY - 2001. # FY.- 2002 # FY - 2003 # . FY - 2004 . Appraiser 1.0 54,430 1.0 ' 56,628 1.0.. 58,910 1.0 62,055 Assistant Appraiser 1.0 32,624 1.0 38,805 1.0 40,385 1.0 40,696 Totals 2.0 87,054' 2.0 95,433 2.0 99,295 2.0 102,751 Source of Funding General Fund (Form A) 87,054 95,433 99,295 102,751 131 Town of Reading FY - 2004 Budget Department: Finance Expenses (Form C) Division: Assessment - 031 : Summary: C5. Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget Classification FY - 2001 FY - 2002 FY - 2003 FY - 2004 $ $` $ $ Equipment Maintenance Repair 1,500 1,500 1,500 °, 1,500 Recording Fees 319 241 500 500 Appraisal Services 3,500 6,000 :, 3,500 3,500 Supplies. 1,531 692 1,600 1,600 Publications / Subscriptions 714 1,054 800 .800 Travel Reimbursement 684 695 800 800 Revaluation (Fiscal 2002) 4,662 $ $ $ Totals 8,248 14;844 8,700 8,700 . Source of Funding $ $ $ $ General Fund (Form A) 8,248 14,844 8,700, 8,700 09- Apr -03 C, 132 Town of Reading FY - 2004 Budget Department: Finance Budget Summary (Form A) Division: Technology - 045 Summary: C6 & C7 Annual Adopted Actual Actual Budget Recommended Expenditures ,Expenditures (Revised) Budget Budget Summary FY - 2001 ` . FY - 2002 FY - 2003. FY - 2004 Salaries and Wages (Form B) 75,332 78,276 81,518 88,278 Expenses form C} 112632 101,678 103,926 103,921 $ $ $ $ Totals 187,964 179,954 185,444 192,199 Revenue and Staffing Revenues` Staffing 2.0 2.0 2.0 2.0 Commentary The Technology Division received a grant from the. State to complete the next phase of the Geographic Information Systems (GIS) project. The Assessors' Maps have been digitized in Fiscal 2003, completing the base mapping and preparing us for adding layers of specific applications for the Town. A larger server was nn�nhacari in Fiscal gM3 Town of Reading FY - 2004 Budget Department: Finance Salaries and Wages (Form B) Division: Technology - 045 Summary: C6 Annual Adopted Actual Actual Budget Recommende FTE , Expenditures . 'FTE Expenditures FTE (Revised) FTE Budget Classification # - 2001 # - 2002 #. FY - 2003 # FY - 2004 mTFY TFY Technology Coordinator 1.0 58,917, 1.0 61,308 1.0 63,765 1.0 67,164 Network Technician 1.0 41;525 1.0 43,093. 1.0. 44,928 1.0 52,132 Totals 2.0 !, '100,442 2.0 104,401 2.0 108,693 2.0 110,296 Source of Funding ` Water Fund ' 10,044 .' 10,450 10,870 11,930 Sewer Fund 10,044' 10,450 10,870 11,930 Electric Fund 5,022 5,225., . 5,435 7,158 � C 'General Fund Form A 75,332 78,276 81,518 88,278 134 Town of Reading FY - 2004 Budget Department: Finance Expenses (Form C) Division: Technology -.045 Summary: C7 Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget Classification FY -2001 FY - 2002 FY - 2003. FY - 2004 $ $ $. $ Maintenance of Equipment 11,871 10,961 10,875 10,875 Consulting Services 3,000 Computer License Fee 7,350 7,350 7,350 7,350 Telephone 64,359 641786 68,000 68,000 Contractual Services 15,200 8,455 9,000 .9,000 Supplies 21,493 25,397 23;696 23,696 Training 928 Totals 124,201. 116,949 118,921 118,921 Source of Funding Water Fund 4,285 5,998 5,998 6,000 Sewer Fund 4,285 5,998 5,998 6,000 Electric Fund 2,999 3,275 2,999 3,000 General Fund (Form A) 112,632 101,678 103,926 103,921 ( 09- Apr -03 135 Town of Reading FY - 2004 Budget Department: Finance Budget Summary (Form A) Division: Human Resources - 042 Summary: C8 & C9 Annual' Adopted Actual Actual Budget Recommended ,Expenditures Expenditures (Revised) Budget Budget Summary FY - 2001 FY - 2002 FY 2003. FY 2004 $ $ $ $ Salaries and Wages (Form B) 36,460 38,313 39,864 42,006 Expenses (Form C) 34,527 11,922 11,300 11,300 $ $: $ $ Totals 70,987.' 50,235 51,164 53,306. Revenue and Staffing $'. $ $ 'Revenues Staffing 1.0 1.0 1.0 1.0 Commentary The Personnel Division,: headed by the Human Resources Director has assumed a number of the duties previously performed by the Assistant "turnover Town Manager. The Town government has experienced a huge in staff these past two years, which taxes this division., Doing more with the same or fewer resources is a major challenge. 09- Apr -03 06 ' Town of Reading FY - 2004 Budget Department: Finance Salaries and Wages (Form B) Division: Human Resources - 042 Summary: C8 Annual . Adopted Actual Actual Budget , Recommende FTE Expenditures ` FTE, Expenditures FTE (Revised) FTE Budget Classification FY - 2001 _# FY - 2002 # FY - 2003. # FY - 2004 _# Human Resources Admin. 1.0 46,152 1.0 48,497 1,0 ,50,466 1.0 53,173 Totals 1.0 46,152, 1.0 48,497 1.0 50,466 1.0 53,173 Source of Funding . Water Fund 2,307 2,425 2,525 2,659 Sewer Fund 2,307 2,425 2,525 2,659 Electric Fund 5,078 5,334 5,552 5,849 General Fund (Form A) 36,460 : 38,313 39,864 42,006 137 Town of Reading FY - 2004 Budget Department: Finance Expenses (Form C) Division: Human Resources - 042 . Summary: C9 „ Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget Classification FY - 2001 FY - 2002 FY - 2003 FY - 2004 ' Advertising 12,215 3,200 5,000 5,000 Medical Services 12,167 9,457 7,500 7,500 Printing 328 1,065: 600 600 Employment Expenses., 1 11,617 Totals . 36,327 13,722 13,100 13,100 Source of Funding Water Fund '. 900 900 900 900 ' Sewer Fund 900 900 900 900 Electric Fund General Fund (Form A) 34,527. ' 11,922 11,300 11,300 09-Apr-03, \. 1 , Town of Reading FY : 2004 Budget Department: Finance Budget Summary (Form A) Division: General - 035 Summary: C10 & C11 Annual, Adopted . ' Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget Budget Summary FY - 2001 FY - 2002 FY - 2003 FY - 2004 Salaries and Wages (Form B) 231,268 236,638 242,539 251,388 Expenses (Form C) ` ' 54,962 53,031 46,072 47,820 Totals 286,230 289,669 288,611 299,208` Revenue and Staffing Revenues 35,000 44,500 45,000 ` 45,000 Staffing 9.5 8.7 8.5 8.5 'Commentary The Finance Department has worked to accommodate a decreasing staff as,well as a reduced . expense budget in the last two fiscal years. In Fiscal 2004, a $2600 increase in the postage account is requested in order to cover the 8.8235 % increase in postage on July 1, 2002. ( 09- Apr -03 139 Town of Reading FY -.2004 Budget Department: Finance / l Salaries and Wages (Form B) Division: General, 035 Summary: Annual Adopted Actual Actual Budget Recommende FTE Expenditures FTE Expenditures FTE' '. (Revised) FTE Budget Classification: # IF - 2001 # . FY - 2002 # FY - 2003 # FY - 2004 Finance Director 1.0 72,176 1.0 75,094 1.0 78,137 1.0 82,314 Asst. Treasurer I Collector 1.0 42,355 1.0 44,051 1.0 45,845 1 A 42,897 Administrative Assistants 3.0 91,213. ` 3.0 94,887 3.0 97,188 3.0 100,078 Clerks 4.5 93,968 3.7 91,132 3.5 89,864 3.5 100,343 Overtime (out of grade) 103 850 Totals' 9.5 299,712 8.7 305,267 8.5 311,884 8.5 325,632 Source of Funding . `. Water Fund 20,722 20,302 20,900 22,143 Sewer Fund 20,722 ` 20,302 20,900 22,143 Electric Fund ' 27,000 28,025 27,545 29,958 General Fund (Form A) 231,268 236,638 242,539 251,388 144 Town of Reading FY - 2004 Budget Department Finance Expenses (Form C), Division: General - 035 Summary; Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget Classification FY - 2001 FY - 2002 FY - 2003 FY - 2004 $ $' $ Tax Title Services 9,905 10,331 7,696 8,000 Banking Services 21,131 30,005 17,670 17,670 Postage 30,567 18,750 29,525 32,125 Supplies 5,682 6,391 4,500 ;. 4,500 Professional Development 3,084 2,379. 2,500 2,600 Travel Reimbursement .: 724 37 500 150 Equipment 1,005% 1,360. Totals '. 72,098 69,253 62;391 65,045 Source of Funding Water Fund 5,800 5,532 5,532 5,850 Sewer Fund 5,800 5,532 5,532 5,850 Electric Fund 5,536 5,158 5,255 5,525 $ $ $ $ General Fund (Form A) 54,962 53,031 46,072 47,820 . ( 09- Apr -03 141 Town of Reading FY - 2004 Budget Department: Library Budget Summary (Form A) Division: Library - 611 Summary: E1 & E2 Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget Budget Summary FY - 2001 FY - 2002 FY - 2003 FY - 2004 $ $ $ $ Salaries and Wages (Form B) 626,597 631,341 666,330 679,195 Expenses (Form C) 172;883 175,039 150,670 189,805 $ $ $ $ Totals 798,480 806,380 817,000 869,000 Revenue and Staffing Revenues Staffing 18.2 17.3 17.4 17.4 Commentary $869,000 is `a level service budget. The,Reading Public Library will be able to maintain FY03 hours of operation in FY04. State certification requirements will be met. Last year: *The . number of people visiting 'the Library could have filled the Fleet Center to capacity eleven times over: *Reading had the highest per capita circulation in the North of Boston Library Exchange (NOBLE). The value of the 13.5 items borrowed per resident is,conservatively estimated at $300. *Nearly 20,000 residents have Reading Public Library cards. *Nearly 17,000 people attended programs' at the Library. *Customers asked more than 51,000 questions. That's about 170 each day the Library was open. 09- Apr -03 \. 142 Town of Reading FY - 2004 Budget Department; Library Salaries and Wages (Form B) Division: Library - 611 Summary: E1 Annual Adopted Actual Actual Budget Recommende FTE Expenditures FTE Expenditures FTE. (Revised) FTE Budget. Classification # FY - 2001 _# FY - 2002 # . FY - 2003 # . FY:- 2004 . $ $ $ $ Director - 1.0 57,690 1.0 58,304 1.0 61,782 1.0 63,823 Assistant Director 1.0 44,260 1.0 52,292 1.0 .. 54,590 1.0 53,173 Technical Secretary 0.7 191578 0.7 20,144 0,7 21,182 0.7 22,336 Division Heads 4.0 150,582 4.0 175,898 4.0 186,096 4.0 . 185,123 Librarians ' 4.6 199,063 4.2 180,652: 42 186,019 4.2 195,776 Senior Library Associate 0.7 19,498 0.7 19,434 0.7. 20,769 0.7 21,015 Library Associates 0.7 19,635 0,7 19,661 0.7 19,789 0.7., 20,438 Senior Library Technician 0.4 12,786 0.4 9,654 0.4 12,018 0.4 12,806 Library Technicians 2.4 , 66,502 2.3 58,681 2,4 65,784 2.4 70,139 Pages 2.7 36,003 2.3 .34,066 2,3 38,301 2.3 34,56.6 Sick Leave Buy Back 2,555 Totals 18.2 625,597 17.3 631,341 17.4 666,330 17.4 679,195 Source of Funding General Fund (Form A) 625,597 631,341 666,330 679,195 143 Town of Reading FY - 2004 Budget Department: Library / Expenses (Form C) Division: Library - 611. !` Summary: E2 Annual Adopted Actual Actual Budget Recommended 'Expenditures Expenditures (Revised) Budget Classification FY - 2001 FY - 2002 FY - 2003 FY - 2004 $ $ $. Equipment Maintenance 709 3,105 3,105 NOBLE. 37,768 39,924 40,747 44,000 Office Supplies? 10,028 10,158 .' 10,000 10,000 Professional Development 2;003 2,108 1,000 1,000 Travel Reimbursement 1,086 1,059 700 700 Other 80 80 0 Materials -15% min. requirement ` 121',209 121,710 95,118, 131,000 $ $ $ $ Totals 172,883 175,039 150,670 189,805 Source of Funding General Fund (Form A) 172,883 175,039 150,670 189,805 09- Apr -03 . 144 Town of Reading FY - 2004 Budget Deparlment: Public Safety Budget Summary (Form A) Division:. Police -111 Summary: F1 & F2 Annual . Adopted Actual Actual Budget Recommended Expenditures 'Expenditures (Revised) Budget Budget Summary FY = 2001 FY - 2002 FY - 2003 FY - 2004 $ $'. $ $ Salaries and Wages (Form B) 2,691,169 2,663,118 2,731,031 2,859,479 Expenses (Form C) 215,610 215,544 ,, 218,994 218,994 $ $ $ $ Totals 2,906,779 2,878,662 2,950,025 3,078,473 Revenue and Staffing Revenues Staffing 43.0 40.0 40.0 40.0 Commentary 09- Apr -03 145 Town of Reading FY - 2004 Budget Department: Public Safety Salaries and Wages (Form B); Division: Police -111 Summary: F1 Annual Adopted Actual Actual Budget Recommende FT E Expenditures FTE Expenditures FTE (Revised) FTE Budget Classification # . FY - 2001 # FY - 2002 # FY - 2003 # FY - 2004 Chief 1.0 .94,563 1.0 104;661 1.0 107,076 1.0 115,605 Lieutenants 4.0 324,263 3.0 255,380 3.0 259,969 3.0 271,370 Sergeants 7.0 486,037 7.0 503,696 7.0 513,242 7.0: 534,764 Detectives 3.0. ; 166,856 3.0 171,160 3.0 173,693 3.0 180,403 Officers 26'.0 ' 1,159,303 24.0 1,208,984 24.0 1,240,948 24.0 1,308,920 Clerks 2.0 56,185 2.0 58,338 2.0 62,308 2.0 64,485 School Traffic 95,868 100;375 98,635 112,970 Overtime 206,883 159,898 156,000 156,000 Holiday 87,185 83,135 88,832 92,962 Temporary Positions 9,754 2,962 10,000 10;000 Buy Back 4,272 14,529 20,328 0 Training 0 .0 0 12,000 Totals 43.0 2,691,169 40.0, 2,663118 40.0 2,731,031 40.0 2,859,479 . Source of Funding General Fund, (Form A) , 2,691,169 2,663,118 2,731,031 2,859,479 146 Town of Reading FY -,2004 Budget Department: Public Safety Expenses (Form C) Division: Police -111 Summary: F2. Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget Classification FY - 2001 FY - 2002 FY - 2003 FY -2004 Electricity 10,400 10,084 8,100: 8,100 Equipment Maint l Repairs 4,816 1,200 1,200 ; Bicycle Repairs 847 140 500 500 Traffic Light Repairs 9,019 5,251 5,514 5,514 Parking Program 4,037 7,846 6,500 6,500 (NEMLEC) 3,175 3,325. 3,425 3,925. Postage 1,271 881 1,400 , 1.,400. Photocopy Equipment 755. 1,079 1;200 1,200 Law Enforcement TV Network _ 4,392 5,449 6,320 .0 Fuel 24,828 21,907 22,000, 22,001 Office Supplies 7,967 ` 3,290 5,830 5,830 Duplicating & Photo Supplies 5,257 3,271 4,000 4,000 Medical Supplies 724 100 100 100 Clothing / Uniforms 33,609 44,983. 41,202 41,202,: Vehicular Suppies & Repairs 11,303 18,118 11,570 11,570 Food/ Groceries ` 190 164 200 200 Public Safety Supplies 12,399 5,070 6,950 6,950 Public Safety Supplies (Revolvers) 11,735 11,525 7,000 7,000 Firearm Renewal Supplies 38 300 300 , Training 5,502 6,134 8,000. 14,220 Special Investigations 121 400 400 Professional Development 1,211 1,086 1,280 1,280 . Travel Reimbursement 253' 205 .300 300 Equipment /Furniture 411 1,029 1,000 1,000 Communications . 1,946 8,785 18,553 18,553 Radar Unit 1,833 2,467 3,750 3,750 Motorcycle 713 Vehicle(s) 48,465 53,317 52,400 52,000.` Radios' 8,431 ` $ $ $ $` Totals 215,610 215,544 218,994 ' 218,994 Source of Funding $ $ $ $ General Fund (Form A) . 215,610 215,544 218,994 218,994 1, 09- Apr -03 147 l� Town of Reading FY - 2003 Budget Department Public Safety / 1 Budget Summary (Form A) Division: ACO Summary: F3 & F4 Annual Town Adopted Department Manager Actual Budget Requested Recommended Expenditures (Revised) Budget Budget Budget Summary FY- 2001 FY - 2002 FY - 2003 FY - 2003. Salaries and Wages (Form B) 9,665 10,118 9,971 9,971 Expenses (Form C) 1,536 3,485 3,685 1,560 Totals 11,201. 13,603 13,656, 11,531 Revenue and Staffing $ $ $ $ Revenues' Staffing 0.5 0.3 0.3 0.3 Commentary' 09- Apr -03 148 Town of Reading FY - 2003 Budget Department: Public Safety Salaries and Wages (Form B) Division: ACO Summary: F3 Annual Town Adopted Department. Manager _ .. Actual Budget' Requested Recommende FTE Expenditures FTE (Revised) FTE Budget FTE Budget Classification # .. FY - 2001 # FY -.2002 # FY - 2003 # FY - 2003 $ C 9,665 0.3 10,175 0.3 9,971 ', 0.3 9,971 , C Totals 0.0 9,665 0.3 10,175 0.3 9,971 0.3 9,971 Source of Funding $ $ $ $ General Fund Form A ( ) 9,665 10,175 9,971 9,971 149 Town of Reading FY - 2003 Budget Department: Public Safety Expenses (Form C) Division: ACO Summary: F4 Annual Town Adopted Department Manager Actual. Budget Requested Recommended Expenditures . (Revised) Budget Budget Classification FY - 2001 FY - 2002 FY - 2003 FY - 2003 KENNEL BOARDING 405 1,335 1,335 1,000 KENNEL FEES `'300 1,540 1,540 1,000 FUEL 250 250 250 200 AUTOMOTIVE REPAIR 210 200 200 200 OTHER EXPENSES 371 160 360 160 Totals 1,536 3,485 3,685 1,560 Source of Funding General Fund (Form A) 1,536 3,485 3,685` 1,560 26- Mar -02 150 Town of Reading FY - 2004 Budget Department: Public Safety Budget Summary (Form A) Division: Fire 1 Emergency Mgmt -121 Summary: F5 & F6 Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget. .' Budget Summary FY - 2001 FY -2002 FY - .2003 FY - 2004 $ : $ $ $' Salaries and Wages (Form B), 2,520,348 2,530,849 2,596,743 2,802,403 Expenses (Form C) 102,408 51,497 52,701 72,701 $ $, $ $ Totals 2,622,756 2,582,346.. 2,649;444: 2,875,104 Revenue and Staffing $ 252,691 262,172 $ Revenues Staffing 46.0 44.0 44.0 --'-48-.0 ( The Mission of Fire and Emergency Management is the protection of life, property and the environment. These goals are achieved' through the following activities: Fire extinguishment Emergency medical education for the community (CPR and defibrillator) —The delivery of emergency medical services — Emergency preparedness through planning and training —Fire prevention -wMaintaining and expanding emergency/ fire alarm system —Fire safety education — Environmental protection As a result of recent world events Emergency Management has assumed a more active, role. The Town of Reading is in compliance with all State and Federal regulations and all plans have been reviewed to ensure they are up to date. This will ensure the community is ready to handle any type.of disaster, whether natural or'manmade, and is eligible to receive all available Federal and State funds Budgetary Changes: ' The FY 2004 budget as prepared .increases the Department by four Firefighters. This will allow the level of emergency `medical services provided to the community to be upgraded to the Advanced Life Support Level and reduce the overtime account. This upgrade,of service' will significantly improve the level of emergency medical care provided to the community. . Demand for Services The demand for services has continued to increase as the number of Fire personnel has decreased. for comparison purposes data is provided on personnel, emergency calls, ambulance calls and ambulance revenue for the years 1981 and 2002. Year Personnel Total Calls Ambulance Calls . Ambulance Revenue , 1981 51 2,540 842 $27,464 2002 42 4,357 1,825 $267,384 Change . -21 %: +72% +217% +974% 09- Apr -03 151 Town of Reading FY - 2004 Budget Department; Public Safety Salaries and Wages (Form B) Division: Fire !Emergency Mgmt 121 Summary: F5 Annual Adopted Actual Actual Budget Recommende FTE Expenditures FTE Expenditures . FTE (Revised) FTE Budget' Classification # FY - 2001 # FY - 2002 # FY - 2003 FY - 2004. $ $ $ _# $ Fire Chief 1.0 103,777 1,0 76,801. 1.0 81,003 1.0 84,652 Secretary 1.0 34,009 1.0 34,690. 1.0 35,382 1.0 36,549 'Fire Prevention (Lieut.) 1.0 34,869 1,0 51,700 1,0 54,257, Captains 4.0, 228,048 4.0 253,841 4.0 259,629. 4.0 273,544 Lieutenants 4.0 187,402 4.0 216,985 4.0 217,419: 4.0 225,775 Firefighters ' 33,0 1,427;310 33.0 1,484,835 32.0 1,451,866 36'.0 1,643,890 Mechanic 1.0 7,189 Fire Alarm 1.0 11;862 1.0 12,331 1.0 13,251 1.0 13,251 Overtime 321,431 269,717 285,786 220,128 Holiday Pay 123,606 126,079 129,300 142,916, Sick Leave Buyback 40,847 29,710 47,608 43,702 Vacation Buyback 8,435 23,799 19,119 ALSIEMT Recert. Overtime 0 17,425 0 33,781. f' ALS Continuing Ed. 10,838 \ $ $ $ $ Totals ` 46.0 2,620,348 44.0 2,530,849 44.0 2,596,743 48.0 2,802,403 Source of Funding General Fund (Form A) 2,520,348 2,530,849 2,596,743 2,802,403 152 Town of Reading FY - 2004 Budget Department: Public Safety Expenses (Form C) Division: Fire / Emergency Mgmt -121 Summary: F6 Annual Adopted Actual Actual Budget Recommended Expenditures . Expenditures (Revised) Budget Classification FY - 2001 FY -2002 FY - 2003 FY - 2004 Equipment Maint/Repairs 3,928 3,603 '; 2,386 2,386 Apparatus Maintenance 30,116 2,798 1,000 1,000 Radio Maint/Repairs 2,897 1,028 2,060 2,060 Fire Alarm Maint/repairs 2,871 3,301 2,900 2,900 Fuel 10,832 8,8251 7,500 71500 Office Supplies 2,592 1,125, 1,845 1,845 Clothing- Firefighters 18,262 8,900 . ' 14,700 20,700, Protective Clothing` 6,702 0 0. 0 Publications /Subscriptions 565 301 254 254 Training 2,737 3,085 3,500 3,500 Professional Development 416 645 795 795 Metrofie Dues 2,500 2,500 2,500: 2,500 Other Expenses 21179 2,022 1,361 1,361 Equipment 15,811 13,364, 10,900 10,900 Fire Hose Replacement 1,000 1,000 ALS Medical Control 8,000 ALS Medications and Supplies 9,000 Town of Reading FY - 2003 Budget Department: Public Safety Budget Summary (Form A) Division: DISPATCH Summary: F7 & FS Annual Town Adopted Department Manager Actual Budget Requested Recommended Expenditures (Revised) Budget Budget Budget Summary FY - 2001 FY - 2002 FY - 2003 FY - 2003 Salaries and Wages (Form B) 251,106 253,101 317,110 297,110 Expenses (Form C) 22,275 38,196 38,196 38,196 Totals 273,381 291,297 355,306. 335,306' Revenue and Staffing Revenues Staffing 11.0 10.5 8.5 8,5 Commentary 09- Apr -03 , 154 1 Town of Reading FY - 2003 Budget Department: Public Safety Salaries and Wages (Form B) Division: DISPATCH Summary: F7. Annual Town Adopted Department Manager Actual Budget , Requested Recommende FTE Expenditures FTE `(Revised) FTE Budget FTE Budget Classification # FY - 2001 # FY - 2002. # FY - 2003 # FY - 2003 SALARIES- PERMANENT 7.5.. 189,932 6.5 195,040 8.0 265,954 8.0 265,954 SALARIES- TEMPORARY 3.5 7 20,531 4.0 10,199 0.5 10,0001 0.5 0 ADD. GROSS OVERTIME 28,463 ..30,000 20,006 10,000 ADD, GROSS HOLIDAY 12,000 13,862 17,156. '` 17,156 ADD. GROSS TRAINING 17.8 4,000 4,000 .4,000 Totals 11.0 251,104 10,5 253,101 `: 8.5 317,110 8.5 297,110 Source of Funding General Fund (Form A) 251,104 253,101 317,110 .297,110 155, Town of Reading FY - 2003 Budget Department: Public Safety. Expenses (Form C) Division: Dispatch Summary: F8 Annual Town Adopted Department Manager Actual Budget Requested Recommended Expenditures (Revised) Budget Budget ' Classification FY - 2001 FY -'2002 FY = 2003 FY 2003 MAINTENANCE OF EQUIPMENT 3,388 3,180 3,1801 3,180 COMPUTER SERVICES 10,970: ,' 24,043 24,043 24,043 VIDEO SURV SYSTEM CONTRACT 101 1,880: ' 1,880 1,880 OFFICE SUPPLIES 1,420 740 740 740 COMPUTER SUPPLIES 943 918 918 918 ' CLOTHING /UNIFORMS 2,580 2,140 2,140 2;140 PROFESSIONAL DEVELOPMENT 0 255 255 " 255 COMMUNICATIONS 2,871 5,040 5,040 5,040 • Totals 22,273 38,196 38,196 38,196'. Source of Funding General Fund (Form A) .,' 22,273. 38,196 38,196 38,196 26- Mar -02 156 Town of Reading FY - 2004 Budget Department: Public Works Budget Summary (Form A) Division: Administration (301) Summary: G1 &G2 Annual Adopted Actual Actual Budget Recommended `. Expenditures Expenditures (Revised) Budget Budget Summary. FY - 2061 FY - 2002 - ' FY - 2003 FY - 2004 Salaries and Wages (Form B) 87,147 78,981 79,849 81,705 I Expenses (Form C) 5,164 51,814. 5,550 7,610 Totals :92,311 84,795 85,399 89,315 Revenue and Staffing $ $ $ $ Revenues Staffing 5.0 4,6 4.0 4,0 Commentary Administration Division salaries for FY 2004 include general increases plus implemetation of the Reclassification Plan for the Supervisor of Business Services, and Clerk. FY 2004 expenses are level - funded except for lump sum increases in Professional Developement ($1,560) for maintenance of certifications for the Recreation Administration and Program Coordinator, and $500 for general office supplies reflecting an increase in usage following the reorganization of Recreation into DPW. (Note: The FY 2003 Budget contained no allowance for this usage increase: while effort's are underway to accomodate the reorganization it is becoming apparent that supply usage has increased and will require adjustment prior to the end of this fiscal.year,) ( 09- Apr -03 157 Town of Reading FY - 2004 Budget Department: Public Works Salaries and Wages (Form B) . Division: Administration (301) Summary: G1 Annual Adopted Actual Actual Budget Recommende FTE'' Expenditures FTE Expenditures FTE (Revised) .. FTE Budget Classification' # FY - 2001 # FY - 2002 # FY - 2003 # FY.- 2004 Director : 1.0 80,340 1.0 83,598 1:0 85,268 1,0 88;071 Super- Bus, Serv. 1.0 49,062 1.0 51,033 1.0 53,086 1'.0 50,535': Admin. - Asst. 1.0 29,601 1.0 30,810 1.0 32,063 1,0 33,759 Clerk 2.0 48,324 1.6 39;897 1.0 26,156 '. ' 1.0 28,355: Overtime 137 379 400 Grade Adjustments 215 100 125 e j i Totals 5.0 207,678. 4.6 205,716 4.0 196,673 4.0 201,245 Source of Funding Water 74,430 79,069 71,786 73,454. Sewer 46,101 47,666 45;038 46,085 General Fund (Form A) 87,147 78,981 79,849: 81,705 158 Town of Reading FY - 2004 Budget Department: Public Works Expenses (Farm C) Division: Administration (301) Summary: G2 Annual Adopted Actual Actual Budget , Recommended Expenditures Expenditures (Revised) Budget . Classification FY - 2001 FY - 2002 FY - 2003 FY - 2004 Supplies 2,800 ` 3,111. 2,500 3,000 Professional Development 2,364 2,702 , 3,000 4,560 Travel Reimbursements 0 0 50 50 $ . $. $ $ Totals 5;164 5,814 ' 5,550 7,610 Source of Fundinq $ $' . $ $, General Fund (Form A) 5,164 5,814 5,550 7,610 09- Apr -03 1 59 ., Town of Reading FY - 2004 Budget Department: Public Works Budget Summary (Form A) Divisions. Engineering (302) ` Summary: G3, G4 Annual Adopted Actual Actual : Budget Recommended Expenditures Expenditures (Revised) `: Budget Budget Summary FY - 2001 FY - 2002 FY - 2003 FY - 2004 Salaries and Wages (Form B) 214,625 224,459• 224,037 240,511 Expenses (Form C) 18',517 16,542 11,950 11,950 T6tals' 231,142 241,001 235,987 '. 252,521 Revenue and Staffing Revenues Staffing 6.5 6.5 6.2 6,3 \ Commentary . Engineering Division salaries reflect general as well as union contract increases. Expenses are level.. funded, 09- Apr -03 �. 160 Town of Reading FY - 2004 Budget Department: Public Works Salaries and Wages (Form B) Division: Engineering (302) Summary: G3 Annual Adopted Actual Actual Budget Recommende FTE Expenditures . FTE., Expenditures ` FTE (Revised) FTE. Budget Classification # FY - 2001 # FY - 2002 # FY - 2003' # FY - 2004 Town Engineer 1.0 .. 66,906 1.0 68,250. 1.0 69,615 .1.0 71,900 Sr. Civil Eng. (PE) 1.0 50,586 , 1.0 52,426 1.0 55,188 Civil Engineer 2.0 77 89,619 1.0 - .45;669 1.0 47;522 1.0 50,053 Senior Engineer 1.0` 44,637 1,0 , 46,926 1,0.. 47,586 1..0 49,130 Chief Field Technician 1.0 45,839 1.0 48,411 ,. 1:0 47,586 1.0 : 49,430 Field Technician 1.0 38,289 1.0 41,446 ' 1.0 43,109 1.0 45,399 Junior Engineer 0,5 10,296 0.5 101066 0.2 5,362 0.3 6,970 Overtime 5,344 .. 4,136. 0 4,000 Grade Adjustments ( 440 352 ' 500 500 $ $ $' $ Totals 6.5. 301,369 6.5 315,842 6.2 313,706 6.3 332,570 Source of Funding Water 58,862 62,010 60,847 62,428 Sewer 27,882 29,373 28,822 291571 $ $ $ $ General Fund (Form A) 214,625 224,459: 224,037 :` 240,571 09- Apr -03 161 Town of Reading FY - 2004 Budget Department: Public Works Expenses (Form C) Division: Engineering (302) Summary: G4 Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget Classification FY - 2001 FY - 2002 ` FY - 2003 FY - 2004 $ $ Record Fees - Street Accept, 255 ' 0 350 350 Contract Services , 6,113 1,245 0 0 Police Details 7,182 11,698 8,000 81000 Supplies & Equipment .2,466 3,100 3,100 3,100 Computer Supplies (CAD) 501 500 500 500 $ $ $ $ Totals 16,517 16,542 11,950 11,950 Source of Funding General Fund (Form A) ' 16,517: 16,542` 111,950 11,950 \ 09 -Apr 03 162 . Town of Reading FY - 20043 Budget Department: Public Works Budget Summary (Form A). Division: Highway (303) Summary: G5, G6 Annual Adopted Actual Actual Budget. Recommended Expenditures Expenditures (Revised) Budget Budget Summary FY 2001: FY '2002 > FY - 2003. FY - 2004 . Salaries and Wages (Form B) 620,501 572,985 648,773 680,045 Expenses (Form C) 318,185. 269,704 255,391 256,649 Totals, 938,686 842,689 904,164 936,694 Revenue and Staffing Revenues Staffing 18.1 17,6 16.0 16.0 Commentary Highway and Vehicle Maintenance. salaries increase by general factors as'well as by provisions of union contract. Expenses are level funded except for the uniform account which increase according to the provisions of the union contact. 09- Apr -03 163, Town of Reading FY - 2004 Budget Department: Public Works / Salaries and Wages (Form B) Division: Highway (303) C Summary: G5 Annual Adopted. Actual Actual., . Budget Recommende FTE Expenditures FTE Expenditures FTE (Revised) FTE Budget ` Classification #. FY = 2001 # FY - 2002 # FY - 2003 # - FY - 2004 $ $ $ $. Supervisor 1.0 .55,050 1.0 57,117 1.0 59,426 !. 1.0 : 62,608 Foreman 7 1.0 • 42;326 1.0 44,096 1.0 45,198 .1.0 .' 47,789 Working Foreman 2,0 73,081 2.0 68,341 2;0 78,777. `,. 2.0 83,337 Equip.Oper. 4.0 138,553 4.0 129,188 4.0 148,686 4.0 ,156,467 Skilled Laborer ' 4.0 64,317 2:0 41,989 2.0 69,482 2,0 `. 72,752 Laborer 1.0 73,170 3.0 57,415 2.0 57;607 2.0 59,170 Master Mechanic .1.0 26,830 1,0 ;9,996 ': 1,0 45,198 1.0 45,064 Mechanic 1 2.0 59,498 2.0 75,338 2.0 78,799 2.0 81,702 Mechanic 11 1.0 33,599 Mechanic 111 1.0 17,666 1.0 26,016 1.0 27,695 Seasonal Laborer 1.1 13,250 0.6 9,115 0.0 0 0.0 0 Overtime 50713 45,304 19;579 20,250 ( . On -call Premium (OT) 10,660 10,972 Longevity, 9,925 9,925 10,025 9,350 Grade Adjustments 4,822 5,445 4,241 4,385 $ $ $ $... Totals 18.1 628,601 17.6 579,285 16.0 655,373. 16.0 687,445 ; Source of Funding Water 5,800 4,700 4,900 , ", 5,500`: Sewer 2,300 1,600 1,700 1,900 $ $ $ $ General Fund (Form A) 620,501 572,985 648,773 680,045 . 164 Town of Reading FY - 2004 Budget Department: Public Works Expenses (Form C) Division: Highway (303) Summary: G6 Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget Classification ' FY - 2001 FY - 2002 FY - 2003 FY - 2004 Line Painting 18,508 15,054 15,054 15,054 School Pavement Maint. 0 0 0 0 Highway Patch' 13,493 '13,595 13,596 13,596 Street Sweep Rental 0 0 0 0 Equipment Maintenance. 28,645 49,054; 12,558. 12,558 Uniforms /Boots 5,458 6,405 `. 6,000 8,250 Licenses : 595 365 750 750 Police Details .. 9,246 6,459 6,150 • 6,150 Miscellaneous Services 8,978` ' 7,575 7,961 • 7,961 Supplies - Highway, 49,115 38,61,4 39,975 39,975 Pavement Repair 23,998 0 0 0 Supplies - Equipment Maintenance: 142,622 7 129,902 135,555 ., : 135,555 Engine Fuel 38,127 26,381 40,000 40,000 $' $ $ $ Totals 338,785 293,404 277,599 279,849 Source of Funding , Water 14,200: , 115,300 1' 13,880 14,700 Sewer 6,400 8,400, 8,328 8,500 General Fund (Form A) '318,185 269,704 255,391 256,649 �09- Apr -03 165 i Town of Reading FY - 2003 Budget Department: Public Works Budget Summary (Form A) Division: Parks & Forestry (313) Summary: G7, G8 Annual Adopted Actual Actual Budget Recommended Expenditures'. Expenditures (Revised) Budget Budget Summary . FY - 2001 FY - 2002 FY - 2003 Fl.- 2004. Salaries and Wages (Form B) 289,375 299,413 317;436 322,449 Expenses (Form C) 72;831 53,816 42,843. 66,888 $ $' $ $ Totals '362,206 353,229 360,279 389,337.. Revenue and Staffing $ $" $ . $. Revenues Staffing 10,4 8.3 6.3 7.5. Commentary Salariies have been forecasted using Union Contract provisions plus general guidelines: Expenses have been level funded except for uniform and boots replacement costs which have used Union Contract provisions. Seasonal staff has been forcasted as being provided by an'outside agency rather than as part of Town employment. This continues a satisfactory practice begin. FY 2002 and continued through to FY. 2003, Funding of seasonal salaries has or will be transfered to exenses and will be supplemented with reimbursement from the Recreation Fund in consideration of field maintenance, (A request to transfer FY 2003 appropriation approval for seasonal staff salary to expenses will be made separately. The supplement from the Recreation Fund in FY. 2003 is planned at $12,000.) The budget,request for FY 2004 requests no salary for seasonal staff but does highlight a line iteni under Contractual Services, The request does provide for a continuation of funding from the Recreation Fund. 09- Apr -03 166 Town of Reading FY - 2003 Budget Department:. Public Works Salaries and Wages (Form B) Division: Parks & Forestry (313) Summary: G7 Annual Adopted Actual Actual .. Budget . .. ` Recommende FTE Expenditures FTE Expenditures FTE (Revised) . FTE Budget Classification # FY - 2001 # FY - 2002 # FY - 2003 # FY - 2004 Supervisor 0.5 31,169 0.5 31,793 0.5 32,429 0.5 33,494 Foreman 1.0 40,241 1.0 41,558 1.0 :43,450 1.0 45,064 Working Foreman 1.0 35,353 1.0 38,528 1.0 39,378: 1.0 41,668 . Tree Climber I 1.0 30,522 1.0 33,522 1.0 35,029 2.0. 71,914 Tree Climber ll. 1.0 7,143 1.0. ` 30,554 '1.0 32,406 Equip. Oper. 1.0 33,395 1.0 34,840 ` ., 1.0 36,436 1.0 37,770 Skilled Laborer 2.0 29,691 1.0 . 31,616 1A 32,406 1.0 34,270 Laborer 26,838 1.0 26,154 1.0 : 28,803 .: 1.0 31,084, Seasonal Laborer 2.9 22,332 0.8 7,202 0,8 13,024 Overtime 23,787 14,551 4,170 4,310 Overtime - Compost 13,800 13,100 Longevity 4,017 3,600 4,275. 4,275 Grade Adjustments: 4,888 5,494 1,829 5,500 $' $ $ $ Totals. '. 10.4 289,375 ' 8.3 299,413 ' 8.3 317,436 7.5 322,449 Source of Funding ( $ $ $ General al Fund (Form A) ! 289,375. 299,413 ' `. 317,436 322,449 167 Town of.Reading FY -.2004 Budget Department: Public Works Budget Summary (Form A) Division: Rubbish (312) \ Summary: G14 Annual Adopted Actual Actual Budget ' Recommended ; Expenditures Expenditures (Revised) Budget: Budget Summary FY - 2001 FY 2002 FY - 2003 FY - 2004 $. $ $ $ Salaries and Wages (Form B) 0 0 0 0 Expenses (Form C) 969,977 1,112,883 1,127,060 1,098,630 $. $ $ $ Totals 969,977 '. 1,112883 1,127,060 1,098,630 Revenue and Staffing Revenues: $ $ $ $ Appliance Stickers $11,680 $14,480 $11,680 $11,680 Bulk Item Stickers $11,090 $11,170 $19,000 $19,000 CRTs Disposal Stickers $3,310 $5,650 :$3,310 $3,310 $26,080 $31,300 $33,990 $33,990 Staffing 0.0 0.0 0.0 0.0 \ Commentary Cost of rubbish collection and curbside recycling refelct contract values. Spring and fall leaf pickup, spring general cleanup week and January Christmas tree pickup events remain excluded for FY 2004.. (Christmas tree pickup was,restored in.FY 2003 only as a result of a specific donation by a resident.) Rubbish disposal costs reflect an estimated tonnage times a rate increased by histori cal factors. Revenue generated by the sale of stickers fell short of expectations' in FY 2002 in the bulk item category - po'ssibly because the free spring bulk collection week originally deleted, was reinstated and therefore reduced.sticker sales. Free pickup has been deleted for FY 2003 and for FY 2004, F.Y 2002 Sticker sales for:disposal of CRTs almost exactly offset costs ($5,650 compared with $5,665)' even though units from Municipal Department and Schools were processed;atno charge'•. Revenue for FY 2004 is estimated at no growth from FY 2003. 09- Apr -03 170 Town of Reading FY - 2004 Budget Department: Public Works Expenses (Form C) Division: Rubbish (312) Summary: G14 Annual Adopted. Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget Classification FY - 2001 FY - 2002 , FY - 2003 FY - 2004 $ $ $ $ Collection 325,197 424,285 425,560 377,730 Disposal 485,826 510,487 530,500 546,200 Curbside Recycling 148,382 161,000 161,000 161,000 Miscellaneous Recycling 10;572 17,111 10,000 13,700 Totals, 969,977 11112;883 1,127,060 1,098,630 Source of Funding General Fund (Form A) 969,977. 1,112,883 1,127,060 1,098,630 ( 09- Apr -03 171 Town of Reading, FY - 2003 Budget Department: Public Works Budget Summary (Form A)•. Division: Snow, & Ice Removal (321)• Summary: G15 Annual Adopted Actual , Actual Budget Recommended Expenditures Expenditures (Revised) Budget Budget Summary FY 2001 FY - 2002 FY -- 2003 FY- 2004 Salaries and Wages (Form B) 197,597 60,961 54,528 54,975 Expenses (Form C) 438,503 153,255 `• 196,572 221,572 Totals 636,100 214216 251,100 276,547 Revenue and Staffing ` Revenues Staffing 0.0 0.0 0.0 _ 0.0 Commentary \ Snow and Ice Removal Budget are highly contingent upon the actual weather experience, as'shown on the attached Expenditure History. Note that the Budget for FY 2003 and the Budget Recommendation for FY 2004 compare' reasonably with the average history of FY 1998,1999, 2000 and 2002 - $260,352. (2001 is excluded because, at $636,100, it represents a significantly variant year of expenditures.) 09 -Apr -03 172 Town of Reading FY - 2003 Budget Department: Public Works Salaries and Wages (Form B) Division: Snow &Ice Removal (321) Summary: G15 Annual Adopted Actual Actual Budget Recommende FTE Expenditures . FTE.. Expenditures, FTE (Revised) FTE Budget Classification # FY -2001 # FY = 2002. # FY -2003 # FY - 2004 Regular Time - Enterprise - -- 20,810 -- 2,024 - -- ;10,000 9,500 Regular'Time - Other. 4,669 430 2,000 1,500 Overtime: 'l 172,118 -- 58,507 — 42,528 43,975 Totals 0.0. 197,597 0.0 60,961 0,0 54,528 0.0 54,975 Source 4 Funding Town of Reading FY - 2003 Budget Department: Public Works Expenses (Form C) Division: Snow &Ice Removal (321) Summary: G15 Annual Adopted. Actual. Actual Budget Recommended Expenditures . Expenditures (Revised) Budget Classification : FY - 2001 FY - 2002 FY - 2003 FY - 2004 Contracted Plowing & Hauling .'.215,026 52,159 97,979 97,979 Police Details t 7,140 1,003 7,409 7,409 Sand /Salt/CaCI /Supplies 197,263 97,637 80,811. 80,811 Fuel 19,073 2,457 10,373 10,373 Additional funding . 25,000 Totals 438,503 153,255 196,572 221,572 Source of Funding 1 General Fund (Form A) 438,503 .153,255 196,572 221,572 ,r 09- Apr -03 04 SNOW AND ICE EXPENDITURE HISTORY Fiscal Initial 0/(U) Year Expenditure Appropriation Appropriation 2003 $577,000 $251,100, $325,900 2002 $2141155 $251,100 ($36,945)` 2001 $636,100 $226,100 $410,000 (2) 2000 ;$252,219 $197,419 $54.,800 1999 $291176 $192,301 $98,875 1998: $2837856 $187,467 $96,389 .1997 $284,442. $182,058 $102,384 1996` $677,475 ; $177,614 $499,861 (1) 1995 $136,935 $175,000 ($387065) 1994 $428,680 $110,000 $318,680 1993 $3440416 $110,000, $234,416 1992 $91,347 $1507000 ($58,653) 1991 $128;915 $150;000 ($21,085) 1990 $235,600 1989 $104,600 1988 $2631900 AVERAGES: 5 YR:, 1999 -2003 $394,130 Excluding; 2001 (4 Year)' .' $333, 638 (1) Re- imbu'rsement under State or Federal government emergency, or, other relief programs HAVE NOT been included in these costs. These re- imbursements totalled $61,123 from the State and $59,863`',from the Federal governments. (2) Re- iinb'ursement under Federal government' emergency relief programs HAVE NOT been included in `these costs.' This re- imbursement totalled $ 80,917: 04/09/2003 175 Town of Reading FY - 2003 Budget Department: Public Works Budget Summary (Form A) Division: Cemetery (481) Summary: G16, G17 Annual Adopted Actual Actual Budget Recommended 'Expenditures Expenditures (Revised) Budget Budget Summary FY - 2001 ` FY.- 2002. FY - 2003 FY - 2004 $ $ $ $ Salaries and Wages (Form B) .63,257 54,913. 109,730 92,110 Expenses (Form C) - 31,700 64,637,' 30070 67,200 Totals 94,957' 119,550 939;80,0 159,310 Revenue and Staffina $ $ $ Fees 134,528 134,593. 135,000 140,000 Sale of Lots 0 0 15,000 18,210 134,528 134,593 150,000 158,210 Staffing 6.4 6.4 6.4 4.5 Salaries are entered at union contract scale. Seasonal staff =- previously budgeted as Town employees - have been included in FY 2004 as Contractual Services (Staffing Agency). This continues a practice established in FY 2002 and continued to FY 2003. Funds appropriated in these years for seasonal staff salaries will be requested to be transfered to Expenses. It has been anticipated for FY 2004 that all salaries and expenses except for $5,100 for Veterans Flags, markers and flowers will be funded by fees, sale of lots and bequests fund income. (Note: Should the Veterans Fower Fund reach its established funding goal, it is anticipated that part or all of the $5,100 Will funded from that source :) Sale of. Lots revenue as a funding source was directed in FY 2001.and 2002 in total for Wood End Cemetery bond. retirement payments. With the reitrement of these bonds at the end of FY 2002 these funds again bvecame available for operating uses. 09- Apr -03 176 Town of Reading FY - 2002 Budget Salaries and Wages (Form B), Department: Public Works Division: Cemetery (481) Summary: G16 Annual Adopted Actual Actual Budget Recommended FTE • Expenditures . FTE Expenditures FTE (Revised) FTE Budget Classification #, FY - 2001 # ` FY - 2002 # FY - 2003' # FY - 2004 Director 0.5 31,169 0.5 31,793 0,5 32,429 0.5 33,494 Foreman . 1.0 40,241 1.0 41,558 ' ' 1.0 43,450 1.0 . 45,064 Equip. Operator 1A 36,028 71.0 36,982. 1,0 38,653 1.0 40,096 Skilled Laborer 1.0 29,777 , 1:0 , 31,616 1.0 32,406 1.0 34,270 Laborer : 1.0 21,989 1.0 21,122 1.0 27,162 1.0 30,476 Seasonal'Laborer 1.9 17,977 1.9 3,472 1.9 31,620 Overtime . 7;951 9,746 6,965 10,510 Longevity 2,325. 2,325. 2,325 2,425 Grade Adustments 689 1,189 560 775 Totals . ; . 6.4 188,147 6.4 .179,803 6,4 215,570 4.5 197,110 Source of Funding Cem Perpetual Care - Benefits 25,000 25,000 15,000 10,000 Cemetery Perpetual Care' 99,890 99,890 90,840 95,000 General Fund (Form'A) 63,257 54,913 109,730 92,110 09- Apr -03 17 7, Town of Reading FY - 2003 Budget Department: Public Works (- Expenses (Form C) Division: Cemetery (481) Summary: G17 Annual' Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget . Classification FY - 2001: FY - 2002 FY - 2003 FY 2004 `Electricity 780 858 600 800 Uniforms /Boots 792 1,407 ' 1,500, 1,600 Licenses 40 100 200 200 Fuel Oil #2 1,101 662 750. 800 Water /Sewer 70 82 125 125 Seasonal Staff - Agency 27,651 35,000 Vandalism Gasoline /Diesel 2,663 3,038 3,520. 3,550 Postage & Supplies 563 96 225 225 Trees /Plants 396 300 300 300 . Flowers (P.C.) 425 514 850 800 Fertilizer (P.C.) 901. 165 1,000 1,000 'Chemicals /Fertilizer 568 495 700 .700 Auto Parts /Repairs' 3,167 - 3,781, 3,000 3,500. Masonry 1,549 2,322 1,000. 2,000 Grave Liners : 7,817 8,824 7,000 9,000 Flags & Markers 1,089 1,081 1,000 1,100 Veterans Flowers 3,520 '3,880 3,800 4,000 Building Improvements.. ' 649 219 500 .500 Small Tools. 3,162 4;229 4,000' 6,000 Lot Repurchases . 2,448 4,932 $ $ $ { $ Totals 31,7001 64,637' 30,070. 71,200 Source of Funding Veterans Flower Fund ` 4,000 General Fund (Form A) 31,700 64,637 30,070 67,200 09- Apr -03 ` 178. Reading Public Schools FY - 2004 Budget Program: Custodial / Maintenance Budget Summary (Form A) Annual Adopted Actual Actual Budget Recommended Budget Detail on Expenditures Expenditures (Revised). Budget Summary Form FY - 2001 FY - 2002 FY - 20D3 FY - 2004 Salaries and Wages B 1,059,978 1,061;255 1,043,665 1,088,525 Expenses: Heating of buildings C ` 425,352 313,666 430,000 443,000 Utilities C 516,136 489,473 520,000 546,000 Maintenance of buildings C 604,978 567,238 417,000 524,225 Custodial services C 56,017 79,766 76,144 84,144 Total Expenses 1,602,483 1,450,143 1,443,144 1,597,369 $ $ $ $ Totals , ( 2,662,461. 2,511,398 2,486,809 2,685,894 Revised 04- Mar -03 ( i Reading Public Schools FY - 2004 Budget Program; Custodial / Maintenance Salaries and Wages (Form B) Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget Classification # FY - 2001 .! # FY - 2002 # FY —2003 #_ FY - 2004 Directors 2.0 97,124 2,0. 109,161 2,0 113,975 2.0 118,425 Custodians 26.7 807,256 26.7 858,957 24.7 801;052 24.7 841,966. Custodians (substitutes) 23,556 4,022. 35,000 35,000 Clerical 47,318 1,9. 50,186 1,9 52,738 1.9 55,934 Overtime 123,622 96,679 120000 120,000 Longevity 7,813, 7,750 7,400 7,200 Sick leave. buyback, 3,444 3,500 Budget offset (revenue - use property) (50,155 ) (40,000 (50,000) 60,000 Budget offset (revenue - lunch program) 25,500 40,000 30,000) Totals ",28.7 1,059,978 30.6 1,061,255 28.6 ` 1,043,665 28.6 1,088,525 Revised 04- Mar -03 180 Reading Public Schools FY - 2004 Budget Program:. Custodial ! Maintenance Expenses(Form C) Annual Adopted Actual Actual Budget Recommended Code Expenditures Expenditures (Revised) Budget Heating of Buildings # FY - 2001 FY - 2002 FY - 2003 FY - 2004 Heating oil 5212 -000 242,559 175,166 240,000 253,006 Natural gas '5213-000 182,793 138,500 190,000. 190,000 Totals 425,352 313,666. 430,000 443,000 Utilities $ $.. $ $ Water supply sewer disposal 5231 -000 65,154 66,969 .70,000 73,500 Electricity 5211 -000 450,982 422,504 450,000 472,500 $ $ $ $ Totals 516,136 489,473 520,000 546;000 Maintenance of Buildings Maintenance of buildings 5245 -000 435,978 567,238 417,000 524,225 Building. 169,000 ( $ $ $ $: Totals 604,978 567,238 417,000 524,225 Custodial Services $ $ $ $ Custodial supplies 5450 -000 42,673, 69,485 62,000. 70,000 Clothing allowance, 5477 -000 8,625 5,958 8,625. 8,625 Fuel 5411000. 41719 4,323 4,719 4,719 In state travel 5710 -000 400 400 '. Travel reimbursement 5713 -000 400 400 $ $ $ $ Totals 56,017 79,766 76,144 84,144 Revised 04- Mar -03 181 N3 Reading Public Schools FY - 2004 Budget Program: Building Maint, (Town Bldgs) Budget Summary (Form Al Annual \ Adopted Actual` Actual Budget Recommended Budget Detail on Expenditures Expenditures '(Revised) Budget Su_ mmary Form FY -'2001 FY - 2002 FY - 2003 FY - 2004 . Salaries and Wages B 112,644 122,121 124,984 .130,867 Expenses: Heating of buildings C . 90,224 67,780 90,000 90,000 Utilities C 147,900 142,431 148,000 155,400 Maintenance of buildings C 129,718 147,190 130,000, 156,500' Custodial services C 14,884 16,322 18,200 21,200 Total Expenses 382,726 373,723 386,200 423,100 $ $ $ $ Totals 495,370 495,844 511,184 553,967 Revised 04- Mar -03 182 Reading Public Schools FY - 2004 Budget Program; Building Maint. (Town Bldgs) , Salaries and Wages (Form B) Annual Adopted Actual Actual Budget. Recommended Expenditures Expenditures (Revised) Budget Classification # FY - 2001 # FY - 2002 # FY - 2003 # FY - 2004 Custodians 3.0 90,667 3.0 95,556 3.0 98,934 3.0 104,867 Overtime 20,977 25,565 25,000 25,000 Longevity 1,000 1,000 1,050 1,000 i $ $ $ $ Totals 3.0 112,644 30 122,121 3.0 .124,984 3.0 130,867 Revised 04- Mar -03 183 • Reading Public Schools FY - 2004 Budget Program: Building Maint. (Town Bidgs) Expenses (Form C) Annual \ Adopted Actual Actual Budget Recommended Code Expenditures Expenditure's (Revised) Budget Heating of Buildings # FY - 2001 FY - 2002 FY - 2003 FY - 2004 .Natural gas 5213 -000 90,224 67,780 90,000 90,000 $ $. Totals 90,224 67,780 1 90,000 90,000 Utilities . Water supply / sewer disposal 5231 -000 9,413 9,461 10,000 ` 10,500 Electricity'' 5211 -000,, 138,487 132,970, ., 138,000 144,900 Totals 147,900 `, 142,431 148,000 155,400 Maintenance of Buildings Maintenance of buildings. 5245 -000 129,718 ' 147,190 130,000 156,500 Totals 129,718 .147,190 130,000' 156,500 Custodial Services Custodial supplies 5450 -000 14,744 15,077 17,000. 20,000 Clothing allowance 5477 -000 140 1,245 1,200 1,200 : Totals 1 14,884 16,322 . 18,200 21,200 1 Revised 04- Mar -03 ,184 ,. 4 O on o 0 C C C "' C - C O 7= as _ z 'C.. Qj m N U "O O —Cd co °� aq O, cs api cpn . n [ O m . cj vOi C X: U > U 3 N aj a� Gi N C U 6J U - w U' c% N G ca �t V �•' Q N u N' c. H Q VU " ca N Q ° T N vs 40 CZ �� N to a ,N„ SOD a u N O N �° u ' p _ «i O N [ N b N N cd O H y cJ .a; N �° N N H ~ O U cCi C? C G p c O oz Y v b V C c d3 71 c o aci ' c N y N N _ a .. m cu fu d o 3 o 7R3 °�y O'b >>j N w N N N> N Nr O �. b � C O N o O C c> p°p ° cn vii b ado aGi • ti tN- N'� O O � a N td cz ate+ U °' 4 o. cz to C ° O U `. Q �° cn � a , � �a °O �" • > °s � � •� > N ::3 (U wcts a 30 al U C/) c % •'dA • - ,, j : 'C1 .� 'O y N rn w 'Cf c a) ', C' CA C' O N[ C a �U ao m: 3 o `o c° o y - 5 o c aci 3 C7 Y Nw.3 Y� 3 �� p ° on oc. N 0 , E 3 u'U., � ca N o c U o~ y � N. m c ° v O N r ':? d a cq ca N N [ U - H U N NTH .f� Q U > .Qn N Q ..Q , ; w N ai > w cu y cQ 47 N G3. N °. 1 QQi is. c b [ b' cu .c '.N H fQ 'Q ..� Q , o; c:. .o x cri o a� o ti a a� x �. N N A o o[ w m Q a (U m ON '• C F' N R • v C7 a� CC[ as as to O cu cu no . 64 N tN-. e1 v w op O ca 0 N 0 'D 'i, ; = y o y 'tf cc' O tn m , vcv a m o f al NO ' > rL b cs CO -A v o S:J� O p L • pUq •� . > is cA : b _� p _D '''' N cy N .0 3 O v E O c2 •L Q° N °c°w'.c:c •c �' c n o.'ca.o 3 m ° c' �.' b o o _ .� ca. o r . 3 . v° ',thy rs - m , ao " w ' u N a� to c o c �qs n a c 3 o H > o" .0 " ,o ° c CL CJ t�.y y ' [ y ate-. '.H . 1 .\ '.' Ly, ca 0. �✓ N i t y N �' 'A rye , Q > O 71 U "O U U • v y' p .�,• ., OCC N ..0 C. C U^ L p G y> .D O !J U o v -0 .x U v :•� _ '� LO ,!I L.�. y w . U 'O ¢, al I .0 .y N .. ' 3 N =' t,,, ! :' ... " ' N r' > o In Q. . �. f~'S o . U''-. ^ N N .' '�•'•+ -ci 11 7 'U U . V: c N Q• . •N. O GL U yC 'y C N J; C7 N y 1; C v G C U J ^ .0 _ � O ° U O O om N' .y _ U v> J Q '7 - 7J y N N ,.y L 3 'p'- QJ cz _ H U ~7 '� .41 O G Lam• p y E"' :J :.0 ..._ O 0. 4w E"' - c,7 O Q .O j ;--' ;J � U ...., !J Jy: Cn U '� N a0 w' v J U r" �J; O ,C �; . _' d' 186 o�3��an�Tw fsJ9�INCORp04P� READING PUBLIC SCHOOLS ADMINISTRATION OFFICES Harry K'.:Harutunian, ;Ph.D. 82 Oakland Road, Post Office Box. 180 Dennis A. Richards Superintendent Reading, Massachusetts 01867 -0280 Associate.Superintendent Telephone 781 -94475800 Fax 781- 942 -9149 TO: Town of Reading , FROM: William J. Griset Jr. DATE: March 4, 2003 TOPIC: 'School Committee Budget FY2004' Introduction This year's budget represents a minimal increase, which provides for maintenance of most, but not all," staff positions and existing programs in the Reading Public Schools. The School Committee has tried, when possible, to make sure that the budget reflects: ® known increases in utilities and insurance, ® the minimal amount, for the mandated Education Reform, Act of 1993, realistic funding for students with special, educational needs, and - salaries for negotiated contracts. The School Committee Budget for FY2004 totals $29,178,539 which represents. an increase of $1,882,732 or a 6.9 %increase over the FY2003 budget. The School Department projects that the Reading Public Schools will see a K -12 enrollment for' 2003 -2004 of approximately 4,242 students. It is important to note that the Longwood Farm and the Spence Farm were sold to developers in the winter of 2002 resulting in an estimate.as.of February 2002 of between 20 and 40 new students to the Reading Public Schools. There will be very little or no impact on this budget but potentially a major impact on the 2004 -2005 and future school department budgets: 187 3 Guidelines The School Committee used the following guidelines in developing this budget: • when possible, maintain reasonable pupil/teacher ratio in accordance with historical practices and educational research (grades K -2 below mid- twenties, grade 3' S at mid - twenties) as it applies to the Reading Public School System, ® redistrict kindergarten students to fitlly utilize space in the other schools, ® when possible, provide equal educational opportunities for all students K -12, a . maintain the middle school philosophy and structure, ®. maintain 'a reasonable level of support service in all programs; • 'fund curriculum . initiatives to allow curriculum adoptions to proceed with predictabiii'ty, and ® ''.fund building maintenance at a level, which will maintain town and school buildings for the'future. . Taken as a whole, the effect of these guidelines is to provide the most basic level of service to all Reading Public School students. There is little room for expenses such as those associated with, unanticipated enrollment increases, additional .unanticipated special education residential placements or greater than projected overruns in utility costs.. \. :Minimal Budget Increases, The $1,882,732 increase represents the minimal amount of money that the school department will need to cover increases in salaries (includes columns, steps, stipends and a percentage increase); ,special education, which includes tuition. and . .transportation costs for fourunanticipated :out -of- district students and maintenance and 'supplies for buildings. FY03 Revised Bud et FY04 _ Increases Increase Administration .: 713,670 740,990 27,320 3.8% Regular Day. 16,783,718 .17,544,993 761,275 4.5% Special Needs 6,5891269 7,418,742 829,473 12.6% Other School' Services 722,341 787,920 65,579 9.1% Custodial/Maintenance, 2,486,809 2;685,894 199,085 8.0% Total ;: 27,295,807 29,178,539 1,882,732 6.9% '. The School Committee recognizes that the town will not be able to generate enough revenue to support the $1,882,732 needed. The Town Manager has indicated there is a decrease in revenue far the Town /School Department F.Y04 Budget. With the uncertainty of the Governor's budget, the House budget, the Senate budget and any additional revenue that may be coming from the federal government under the new education bill signed.by the.President, we are moving forward a budget that shows the minimal increase we will need to open the schools in the fall of 2001 The.following items, which have traditionally been included in previous, School Department Budgets, are not included in this budget: • . an across - the -board inflationary increase; a per. pupil increase, • an increase for enrollment, • an FTE, staffing increase, • an increase in custodial staff (Peat Marwick Report), and ® an increase in money for building maintenance. Additional Information' The following charts and graphs can be found on subsequent pages: • Analysis of School, Budget Fiscal Year 1`995 -2004, • Analysis of School Budget by Program Fiscal Year 2002 -2004, and • Allocation of Line Item. Budget by Program Fiscal Year 2004. Conclusion A reduction in, this proposed budget will have a serious impact on the Reading School Department's ability to implement aspects of the Education Reform Act of 1993. A reduction would also have a major impact on some of the most basic levels of programs and services students receive in our schools. Additional reductions in staff and textbook and equipment purchases would seriously impact the schools. 189 Reading Public Schools Budget Summary Fiscal Year 2004 Annual Adopted Actual Actual :. Budget Recommended Expenditures Expenditures (Revised). Budget FY - 2001 FY - 2002. FY - 2003 - FY - 2004 $ $ $ $ Administration 81,5,983 800,195 713,670 740,990 Regular Day 16,328,310 16,488,725 16,783,718 17,544,993 Special Needs 5,897,326 6,548,035 6,589,269 7,418,742 Other School Services 679,863 702,392 722,341 787,920. Custodial / Maintenance 2,662,461 ". 2,511,398 2,486,809 -2,685,894 Totals 26,383,943 f , 27,050,745 27,295,807 29,178,539 Revised 04- Mar -03 190 - Reading Public Schools FY - 2004 Budget' Program: Administration Budget Summary (Form Annual Adopted Actual Actual Budget Recommended Budget Detail on Expenditures Expenditures (Revised) Budget Summary Form FY - 2001 FY - 2002 FY - 2003. FY - 2004 $ $ $ $ Salaries and Wages B 379,104 407,959 420,511 437,831 Expenses: Administration C 271,103 218,873 141,100 141,100 , Professional development C 108,691 112,023 97;059 97,059 Utilities C 57,085 61,340 55,000 65,000 Total Expenses 436,879 392,236 293,159: 303,159 $ $ $ $ Totals 815,983. 800,195 713,670 740;990 Revised 04- Mar -03 191 Reading Public Schools FY - 2004 Budget Pro ram: Administration. Salaries and Wages (Form B) Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget ` Classification # FY - 2001. # FY - 2002 # FY - 2003 # FY - 2004 Administration 2.0.: 219,847 2.0 225,133 2.0 230,488 2.0 234,476 . Clerical 5.2 156,997 5.2 181,173: 5.2 187,023 5.2 200,855 Clerical overtime `', 2,260 1,653 3,000 2,500 $ $ $ $ Totals 7.2 379,104 7.2 . 407,959 71 420,511 7.2 437,831 Revised 04- Mar -03 192 1 Reading Public Schools FY - 2004 Budget Program: Administration Expenses(Form C) Annual Adopted Actual Actual Budget Recommended Code Expenditures Expenditures (Revised) Budget Administration # FY - 2001 FY - 2002 ` FY - 2003 FY - 2004 Maintenance of office equipment 5242 -000 21,408 26,588 31,000 31,000 School Policy Manual ' 5380 -000 3,000 3,000 Advertising 5301 -000 19,612 16;087 15,000. 15,000 Medical services 5303 -000 17,744 21,413 16,000 16,000 Legal services 5304 -000 126,766 84,307 •. Labor counsel 5306 -000 36,336 21,321 36,000 36,000 Finacial audit „ 5308 -000 10,500 7,500 7,500 7,500 Computer . 5323 -000 4,585 7,135 3,000 3,000 Postage 5342 -000 3,299 2,523 3,300 2,500 Office supplies 5420 -000 10,452 15,247 12;000 14,000 Printing 5434 -000 61229 2,297 5,000 3,000 In state travel 5710 -000 5 500 500 Dues and memberships '5730-000 10,431 12,501 5,000 5,800 District awards 5783 -000 2,759 1,949 2,800 2,800 Equipment furniture 5852 -000 982 1,000 1,000 Totals. 271,103 ` 218,873 141,100 141,100 Professional Development $ $ $ $ Professional development 5711 -000 44,198 37,218 31,059 .31,059 Tuition reimbursement 5711 -000 64,493 74,805 66,000 66,000 Totals 108,691 112,023 97,059 97,059 Utilities $ $ $ $ Telephone 5341 -000 57,085 61,340 55,000 65,000 Totals, 57,085 61,340 55,000 65,000 Revised 04- Mar -03 193 - Reading Public School FY - 2004 Budget Program: Regular Day Budget Summary (Form A) Annual \ I Adopted Actual Actual Budget Recommended Budget Detail on Expenditures Expenditures (Revised) Budget, Summary Form ,FY - 2001 FY - 2002 FY.- 2003 FY - 2004 $ $ $ Salaries and Wages B 15,071,665 15,361,456 15,683,497 16,428,893 Expenses: Instructional services: Principal office expenses C 151,137' 170,084 108,104 111,573 Instructional supplies C` 417,504 ,, 310,578 251,816 249,387 Understanding disabilities. 15,000 15,000 15,000 15,000 Instructional equipment (maintenance) D 25,994 ' 23,387 36,865 35,249 Textbooks (replacement) , D 110,697: 80,602 87,674 84,723 Library materials E 42,144 35,938 38,080 38,580 Media / educational software E 22,225: 15,231 22,277 19,027 Guidance E 7,585 6,573 8,426 8,376 Instructional equipment (new) F 80,130 :21,848 36,951 ` 36,466 Instructional equipment (replacement) F 138,897 114,783 121,028 131,219 Curriculum initiatives G 132,336 262,850 184,000 184,000 Beginning teacher support program . 120,000 120,000 Other student services:. Student transportation services 112,996 70,395 85,000 82,500 \. Total Expenses ' 1,256,645 1,127,269 1,115,221 1,116,100 $ $ $ $ Totals 16,328,310 16,488,725 16,798,718 17,544,993 Revised 04- Mar -03 i 04 Reading Public School FY -.2004 Budget Program: Regular Day Salaries and Wages (Form B) Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget Classification . # FY - 2001 # F.Y - 2002 # FY - 2003 # FY - 2004 Principal 11.0 858,115 11.0 877,586 11.0 898,406 11.0 933,446 Teachers 273.6 13,329,561 269.2 13,242,478 257.4 13,613,317 257.4 `. 14,301,576 Technology 462 Differentials 58,443 70,477 79,643 71,475 Substitute teachers 129,922 234,929:. 175,000 228,000 .Educational assistants 32.5 425,765 32.1 473,056 32.1 528,309 32.7 554,590 Clerical 11.0 277,133 11.5— 11.5 •316,201 11.5 324,562 Longevity 101,608 89,778 82,000 81,000 Sick leave buyback 2.0 ' 8,656 19.0 163,839 14.0 118,621 14.0 122,899 Revenue offset (grants) (118,000) (78,640) 1.4 (128,000) 1.4 (50,000) Revenue offset (tuition) (193,000)' Vacation buyback 24,345 ( Merit 30,000 Totals 330.1 15,071,665 342.8 15,361,456 327.4 15,683,497 328.0 16,428,893 Revised 04- Mar -03 195 Reading Public School FY - 2004 Budget Program: Regular Day Expenses (Form C) Annual / Adopted Actual Actual Budget Recommended Code Expenditures Expenditures (Revised) Budget. . Principal Office Expenses # FY - 2001 FY - 2002 FY - 2003 FY - 2004: $ $ $. Maint. of.office equipment 5242 -000 .16,520 15,594 19,709 20,309 Postage 5342 -000 ,10,476 10,862 8,219 8,419 Office supplies . 5420 -000 7,103 4,845 6,345 6,545 Computer supplies' 5425000 6,610 71988 7,150 6;350 Printing 5434 -000 4,883 5,075 5,370 4,670 Professional development : 5711 -000 92,078 112,562 43,401. 43,470 Dues and membership 5730 -000 3,987 4,442 3,571 4,571 Other expenses 5780 -000 3,759 1,184 9,811 10,111 Awards 5783 -000. 2,059 2,581 2,000 ' 2,100 Graduation 5784 -000 2,926 2,569 2,528 2,528 Travel reimbursement 5713 -000 736 2,382 2,500 $ $ $ $ Totals 151,137 170,084 108,104 111,573 Instructional Supplies $ $ $ $ \ General 5511 -000 202,418 177,147 98,769, 100,217 Art ' 5511 -231 30,808 18,316 .22,600 21,600 Business education 5511 -249, 6,569 4,068 5,135 5,135 Computers, 5511 -253 14,340 10,854 15,042 14,292 Foreign language 5511 -235 2,771 2,969 3,759 3,159 Language arts 5511 -233. 23,732 14,789 9,321 10,546 Mathematics 5511 -237 35,639 22,885 19,590 19,290 Music` 5511- 239.: 8,956. 6,660 5,942 `. 5;842 Physical education 5511 7257 9,647 5,027. 5,862 6,012 ` Reading..' 5511 -241 18,749 8,774 7;790 6,790 Science 5511 -243 37,461 22,071 34,107 30,795 Social studies 551.1 -245, 16,356 7,954 14,093 !. 16,109 Technicaf education 5511 -255 2,350 771 1,106 Field trips . 5511 -261 2,189 155 900 1,100 System wide testing 5523-000, 6,848 8,238 7,800 8,500 Gifts donations 5328000 1,329),100 $ $ $ $ Totals 417,504 310,578 251;816 249,387 Revised 04- Mar -03 ` 196 - Reading Public School FY - 2004 Budget Program: Regular Day Expenses(Form Dl Annual Adopted Actual Actual Budget Recommended Instructional Equipment Code Expenditures. Expenditures (Revised) Budget (Maintenance and Repair) # FY - 2001 FY - 2002 FY - 2003 FY - 2004 ' Art 5243 -231_ 355 595 595 Audio/ visual 5243 -263 3,263 3,546 4,874 4,674 . Business education 5243 -249 1,621 1,383 2,370 2,370 Computers 5243 -253 12,751 11,598 16,475 17,275 Foreign language 5243 -235 Language arts 5243 -233 415 1,090 1,090 Mathematics 5243 -237 Media center 5243 -265 3,565 2,601 4,055 2,055, Music 5243 -239 2,428 2,766 3,907 3,807`' , Physical education 5243 -257 1,676 424 1,780 , 1,980 Science 5243 -243 615 1,245 1,245 Social studies 5243 -245 158 158 Technical education 5243 -255 75 299 316 $ $ $ $ 25,994 23,387 36,865 35,249 Textbooks (Replacement) Art 5515 -231 ;' 1,590 895 395 Business education . 5515 -249 729 6,890 3,737 3,737 Foreign language 5515 -235 13,417 7,268 6,245 5,995 Language arts 5515 -233 19,011 82508 16,362 ' 16,162 Mathematics 5515 -237 40,181. 30,310 28,856 30,026 Music 5515 -239 15,561 4,359 3,037 1,537. Physical education 5515 -257 126 '112 158 158 Reading 5515 -241 12,250 ,' 11,458 10,743 10,743 Rebinds . 5515 -271 3,714 4,243 5,290 5,290 Science 5515 -243 3,648 7,076 3,741 2,991 Social studies 5515 -245 4,473 5,178 8,539 7,689 Technical education 5515 255 339 71 Lost books (2,752) 6,390 Totals 110,697 80,602 87,674 84,723 Revised 04- Mar -03 197 Reading Public School FY - 2004 Budget Program; Regular Day Expenses (Form E) Annual Adopted Actual Actual Budget Recommended Code Expenditures Expenditures (Revised) Budget Library Materials # FY - 2001 FY - 2002 FY - 2003 FY - 2004 $ $ $ $ Books, magazines & periodicals 5517 -273. 31,673 17,792 28,400. 28,900 Computer materials 1 5517 -253 6,790 14,384 5,890 5,890 Supplies 5517 -267' 3,681 3,762 ` 3,790 3,790 Totals • 42,144 35,938 38,080 38,580 Media / Educational Software .Art 5519 -231 530 214 300 100 Business. education 5519 -249. 4.00 123 395 395 ' Computers 5519 -253 2,130 (8,254) 2,400 2800 Foreign language 5519 -235 860 695 1,250 950 Language arts 5519 -233 2,881 572 1,295 1,095 Mathematics 5519 -237 1,742 933 2,004 1,804 Music, 5519 -239' 177 450 200 Physical education 5519 -257 589 ' 1,373 858 458 Reading 5519 -241 1,405 1,840 2,764 2,264 Science 5519 -243 3,069 3,293 3,180 2,780 Social studies 5519 -245 4,584 12,650 .3,685 2,685 Supplies 5519 -267 3,440 1792 3,696 3,496 Technical education 5519 255 418 Totals 22,225 15,231 22,277 19,027. Guidance $ $ $ '$ Audio visual 5521 -263 413 541 647 627 Books 5521 -273 2,018 1,263 2,118 2,088 Postage: 5521 -219 739 642 731 731 Supplies '' 5521 7267, 3,154 3,554 3,686 3,686 Computer materials 5521253 1,261 1,244 573 1,244 $. $ $ $ Totals 7,585 6,573 8,426 8,376 Revised' 04- Mar -03" Reading Public School FY - 2004 Budget , Program: Regular Day Expenses(Form F) Annual Adopted Actual Actual Budget Recommended Instructional Equipment Code Expenditures Expenditures (Revised) Budget New # FY - 2001 FY - 2002. FY - 2003 FY - 2004 Art 5853 -231 5,045. 4,128 5,830 5,830 ' Audio visual 5853 -263 6,460 2;378 4,338 4,538 Business education 5853 -249 3,013 2,255 3,081 3,081 Computers 5853 -253 40,073 487 3,743 3,943 Foreign language 5853 -235 508 687 1,227 1,027 Language arts 5853 -233: 5,694 2,862. 4,150 4,150 Mathematics' 5853 -237 1,738 1,513 2,154 2,154 Media center 5853 -265 1,700 1,652 1,580 .3,580 Music 5853 -239 4,923 1,528 2,754 2,054 Physical education 5853 -257 1,343 949 832 632 '. Reading 5853 -241 738 .' Science 5853 -243 3,930 21223 3,565 2,965, Social studies 5853 -245 2,495 133 2,512 2,512 Technical education 5853 -255 . 2,470 1,053 1,185 Totals 80,130 21,848 36,951 36,466 Instructional Equipment (Replacement) Art 5858 -231 1,541 558 940 .. 990 Audio visual 5858-263 4,350 11688 1,547 2,047 Business education 5858 -249 1,680 1,185 1,896 1,896 Computers 5858 -253 81181 17,005 3,865 11,290 Foreign language 5858 -235 400 Language arts 5858 -233 18,151 254 Mathematics 5858 -237 , 100 748 Media center 5858 -265 5,200 Music 5858 -239 850 471 1,132 1,132 Physical education 5858 -257. 1,595 2,025 2,216 2,466 Science ', _ 5858 -243 .1,117 4,451 5,790 5,590 Social studies 5858 -245 2,852 1,731 2,014 1,264 Photocopy equipment 5343 -000' 98,580 85,415 101,528 98,196 Totals 138,897. 114,783 121,028 131,219 Revised 04- Mar -03 199 Reading Public School FY - 2004 Budget Expenses (Form G) Program: Regular Day 200 Annual Adopted Actual Actual Budget :, Recommended Code, Expenditures . Expenditures (Revised) Budget . Curriculum Initiatives # FY - 2001 FY - 2002 FY - 2003 FY , 2004 Elementary Schools: Language arts 5505 -233: 132,336 195;944 116,580 97,000 Mathematics 5505 -237 Science. 5505 -243 ` . 8,027 Social.studies 5505 -245 10,167 Professional development 5505 -xxx 30,295 57,420 40,000 Photocopy costs 5505 -xxx Research and development 5505 -288 Shipping and handling 5505 -289 10,000 7,000 Middle Schools: Language arts 5507 -233 13,400 Foreign language 5507 -235 Mathematics, 5507 -237 Science 5507 -243 Social studies,, 5507 -245 ` Professional development 5507 -xxx 5,600 Research and development 5507 -288' Shipping and handling 5507 -289 1,000 Nigh School: Language arts 5509 -233 13,400 Foreign language 5509 -235 Language; arts " 5509 -233 11335 Mathematics . 5509 -237 Science 5509 -243 Social studies 5509 -245 15,967 . Professional development 5509 -xxx 5,600 Research and development 5509 -288 Shipping and handling . 5509 -289 1,115 1,000 Totals 132,336 262,850 184,000 184,000 " Revised 04- Mar -03 200 Reading Public School FY - 2004 Budget Program:* Special Needs Budget Summary (Form A) Annual Adopted Actual Actual Budget Recommended Budget Detail on Expenditures Expenditures (Revised) Budget Summary Form FY - 2001 FY - 2002 FY - 2003. FY.- 2004 Salaries and Wages B 2,769,080 3,057;905 3,325,219 3,568,692 Expenses: `Administration . C 82,447 111,346 88,050. 88,050 Itinerant. services C 155,556 115,513 " 119,000 111,000 Textbooks and equipment D 10,531. 6,088 20,000 20,000 Consultationandevaluation D 54,030 19,665 40,000 40,000 Transportation D 688,276 751,610 706,000 800,000 Tuition D 2,137,406 2,485,908 2,291000 2,791,000 Total Expenses 3,128,246 3,850,050 3,490,130 3,264,050. :Totals 5,897,326 6,548,035 6,589,269 7,418,742 Revised 04- Mar -03 i 201 202 Reading Public School FY - 2004 Budget Program: Special Needs Salaries and Wages (Form B) Annual Adopted Actual Actual ' Budget Recommended Expenditures Expenditures (Revised) Budget Classification # FY - 2001 # `FY - 2002. # FY - 2003 # FY - 2004 $ $ Director 1.0 77,000 1.0 83,748 1.0 84,638 1.0 90,135 Teachers 40.0 1,818,555 41.3 1,964,794 40.6 2,171,775 40.6.` 2,329,024 Differentials 81840 9,061 9,378 10,047 Substitute teachers 11,913 8,362 10,000 7,000 Educational assistants 58.5 821,678 63.7 908,538 64.4 985,773 ' 64A 1,082,273 Tutors 0.9 18,222 0.9 ` 14,265 0.9 16,832. 0.9 15,209 Home /hospital tutoring 6,377 30,158 18,450 21;000 Clerical 2.7' 60,442 2.7 64,603 2.7 72,673 2.7 78,504 Longevity 6,389 5,417 5,700 5,500 . Sick leave buyback 8,959 Budget offset (revenue) 70,000 (60,336) 40,000 (50,000)' ,Totals 103.1 2,769,080 109.6 3,057,905 109.6 ' 3,325,219 109.6 3,568,692 Revised 04- Mar -03 " 202 Reading Public School FY - 2004 Budget Program: Special Needs Expenses (Form C) Annual Adopted Actual Actual Budget Recommended Code Expenditures Expenditures (Revised) Budget Administratiorr # FY - 2001 FY - 2002 FY - 2003 FY - 2004 Maint. of office equipment 5242 -ODO 4,504 4,200 4,300 4,300 Legal services 5304 000. 34,639 ,67,089 30,000 30,000 Medicaid program .5315 -000 1,396 2,524 10,000 ' 10,000 Postage 5342 -000 1,465. 1,308 2,000 2,000 Office supplies 5420 000 2,725 2,717 3,000 3,000 Printing 5434 -000 38 350 350 Professional development 5711 -000 12,430 .24,341 30,000 30,000 In state travel 5710 -000 1,500 1,500 Travel reimbursement 5713 -000 3,696 2,369 ' . 2,500. 2,500 Dues and membership 5730 -000 560 .1,170 1,400 1,400 Office equipment 5856 -000 21,032 5,590. 3,000 3,000' Totals 82,447 111,346 88,050` ` 88,050 Itinerant services Physical therapy.' 5355 -000 6,470 2,000 2,000 Occupational therapy . 5357 -000 6,126 18,669 9,000 5,000 Speech therapy 5371 -000 959 " 6,011 ` 2,000 2,000 Vision services 5373 000 38,545 37,046 30,000 30,000 Deaf services 5375 -000 28,774 32,827 35,000 35,000 . Physical therapy supplies 5427 -000 1,756 68 3,000 2,000 Psychologist supplies 5428 -000 16,937 2,695 5,000 3,000. Speech therapy supplies 5429 -000 1,902 957. 3,000 2,000 Resource supplies 5512 -000 22,534 8,052 10,000 10,000 Audio visual expenses 5519 -000 974 Tutoring services 5376 -000 37,049 2,718 20,000 20,000 Totals 155,556 115,513 119,000 111,000 Revised 04- Mar -03 203 - Reading Public School FY - 2004 Budget Program: Special Needs Expenses(Form D) Annual Adopted Actual ` Actual Budget Recommended Code Expenditures Expenditures (Revised) Budget Textbooks and Equipment . # FY - 2001 FY - 2002 FY - 2003 FY - 2004 $ $. $ $ . Adaptive equipment 5858 -000 10,531 6,088 20,000 20,000 $ $ $ $ Totals .'10,531 6,088 20,000 20,000 Consultation and evaluation Consultations 5356 -000 33,489 14,501 30,000. 30,000 Independent evaluations 5358 -000 20,541 5,164 10,000 10,000 Totals 54,030 19,665 40,000 40,000 Transportation Transportation - public / private 5339 -000 688,276 751,610 706,000 800,000 $ $ $ $ Totals 688,276 751,610 706,000 8001000 Tuition Tuition,- collaboratives / public 5352 -000 974,925 984,208 945,000 1,100,000 Tuition - private schools 5353 -000 1,156,981 1,627,193 1,480,000 1,775,000 Budget offset (tuition) 136,393 150;000 100,000 Collaborative (dues) 5673 -000 5,500 10,900 16,000 16,000 Totals 2,137,406 2,485,908 2,291,000 2,791,000 ' Revised 04- Mar -03 204 - Reading Public Schools FY 2004 Budget Program: Other School Services Budget Summary (Form Al Annual Adopted Actual Actual Budget Recommended Budget, Detail on Expenditures Expenditures (Revised) Budget Summay Form FY - 2001 FY - 2002 FY - 2003 'FY - 2004 Salaries and Wages R 497,724 511,616 541,079 588,042 . Expenses: Health services'. C 11,085 9,372 10;250. 10,250 Athletic services C 154,943 165.,582 156,512 175,128 Extra curricular activities C 16,111 15,822 14;500 14,500 Total Expenses 182,139 190,776 1.81,262 199,878 Totals 679,863 702;392 '. 722,341 787,920 Revised 047Mar -03 205 1 Reading Public Schools FY - 2004 Budget Program: Other School Services Salaries and Wages (Form B) 206 Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget Classification # FY -2001 # . FY - 2002 # FY - 2003 # FY - 2004 Health Services: Physician 8,159 8;359 9,225 8,500, Director 0.2 7,800 0.2 7,995 0.2 8,425 0.2 8,564 .. Nurses 5.8' 173,046,. 5.8 176,676 5.8 186,733 5.8 200,166 Clerical 0.5 10,864 0.5 10,997 0.5 11,993 05: 12,642 Budget offset (grants) 10,000 Athlectic Services: Director 0.7 51,500 0.7 55,100 01 55,274 ' 0.7 57,428 Coaches ' 221;223 235,289 255,228 278,998 Clerical 0.5 13,627 0.5 14,169 0.5 11,993 0.5 . 12,642 Clerical (user fees) 3,000 Custodial 1,446 2,364 4,000 4,250 t Budget offset (revenue) 20,000 23,000 20,000 20,000 Budget offset (user fees) (43;000 ) (43,000 43,000 (43,000) Extra CurriculaActivities: Extra curricula 51,759 43,867 46,519 40,240- Coordinator 0.3 21,300 0.3 22,800. 0.3 24,669: 0.3 24,612 Totals 8.0 497,724 8.0 511,616 8.0 541,079 8.0 588,042 Revised 04- Mar -03 206 Reading Public Schools FY - 2004 Budget Program: Other School Services Expenses (Form C) Annual Adopted Actual Actual Budget Recommended Code Expenditures Expenditures (Revised) Budget Health Services # FY - 2001 FY - 2002 FY - 2003. FY - 2004 Postage 203 -5342 480 198 500. 500 Office supplies 203 -5420 339 284 300 300' Medical supplies 203 -5451 5,168 4,175 4;700 4,700 Professional development 203 -5711 536 ,1,318 1,000.; ., 1,000 Travel reimbursement. 203- 5713 1,187 '404 650 650 Vision testing equipment 203 -5880 2,464 799 '' 1,500 1,500 Equipment 203 -5853 911 2,194 1,600 1,600 Totals 11,085 9,372 10250 10,250 Athletic Services Maintenance of equipment 205 -5241 5,282 7,143 9,000 9,000 Maintenance of fields. 205 -5246 3,772 5,537• 3,635 5,000 Rental of facilities 205 -5271 27,647 32,100 :. 27,500 30,000 Transportation 205 -5330 41,219 40,941. 43,000. 49,400 ' Athletic officials 205 -5361 33,857 37,350 37,000 41,551 Crowd monitors 205 -5363 2,882 3,853. 3,500 4,200 Office supplies 205 5420 965 2,766 1,500 1,500 Dues and memberships 205 -5730 2,057 2,097 2,177 2,477 Awards 205 -5783 2,064 ` 1;463., 1,200 2,000 Equipment 205 -5853 35,198. 32,332 28,000 30,000 $ $ $ $. Totals 154,943 165,582 156,512 175,128 Extra Curricula Activities . $ $ $ $ Maintenance of equipment 204 -5241 205 500. 500 Rental of facilities 204 -5271 264 500 500 Transportation 204 -5330 8,175' 9,087. 5,000 5,000 Office supplies 204 -5420 69 684 500 500 ' Band / Music 204 -5497 3,536 1,945 3,000, 3,000 Drama productions 204 -5498 168 1,000 1,500 Training 204 -5705 1,490 1,000 1,00 0 ' Entry fees 204 -5737 2,100 1,070 1,500 1,200 Equipment 204 -5853 11858 1,282 1,500. 1,300 Totals 16,111 15,822 14,500. 14,500 Revised 04- Mar -03 • 207 _ Town of Reading FY - 2004 Budget Department: Debt Service Budget Summary (Form A) Division: Debt Service- 710 \. Summary: K1 Annual Adopted Actual Actual Budget Recommended ; Expenditures, Expenditures (Revised) Budget - Budget Summary FY - 2001 FY - 2002 FY - 2003 FY - 2004 Salaries and Wages (Form B) 0 0 0 0 Expenses (Form C) 3,893,743 3,488,206 3,893,252 3,873,200 Totals 3,893,743 3,488,206 3,893,252 3,873,200 Revenue and Staffing Revenues Staffing 0.0 0.0 0.0 0.0 Commentary C Debt service is down $ 20,052 from Fiscal Year 2003, The New Elementary School will be started in Fiscal 2003, reflecting an expenditure of $2,300,000 in Bond Anticipation Notes, Interest rates on temporary borrowing are at an all time low of 1,24 %. The $117,500 in reduction of principal on BANS is for Marion Woods and the $120,000 for Summer Avenue water project. We did not reduce any principal for Marion Woods in Fiscal Year 2003, 09- Apr -03 208 Town of Reading FY - 2004 Budget Department: Debt Service. Expenses (Form C) Division: Debt Service - 710 Summary: K1 Annual Adopted Actual Actual Budget, . Recommended Expenditures Expenditures (Revised) ` Budget: Classification FY -2001 FY - 2002 FY - 2003 FY - 2004 Repayment of Principal'', 1,982,000. 1,504,000, 2;372,684 2,369,000 ' Interest on Long-Term Debt 995,157 901,852 1,476,018 ,. 1,323,100 Interest onTemporary Debt 604,447 552,559 44,550 69,019 Interest on Debt Exclusion 5,565 Ret. of (B.A.N.S.) Debt. Exclusion 150,000 Retirement of Debt (water mains) 120,000 Retirement of Debt (Marion Woods) 312,000 527,000 117,500 . Interest on Refunded Taxes 139 2,795 2,000 • Totals 3,893,743 3,488,206 3,893,252. 4,156,184 . Source of Funding Debt Exclusion 155;565 Water Department (Summer Ave) 127,419 General Fund (Form A) 3,893,743 3,488,206 3,893,252 3,873,200 09- Apr -03 209 Town of Reading FY -.2004 Budget Department: Employee Benefits (. Budget, Summary (Form A) Division: Contributory retirement - 811 Summary: L1 Annual Adopted Actual Actual Budget Recommended Expenditures . Expenditures (Revised) ' Budget Budget Summary FY - 2001 FY - 2002 -FY - 2003 FY - 2004 Salaries and Wages (Form B) 23,110 .24,144 22,370 23,126 Expenses (Form C) 2,143,540 2,192,156 2,114,230 2,163,174 Totals 2,166,650, 2,216,900 2,136,600 2,186,300 Revenue and Staffing Revenues Staffing 0.8 0.8 0.8 0.8 Commentary The Reading Retirement System is a defined benefit plan covering all permanent full time employees, with the exception of school department employees who are members of the Teachers' Retirement System, Investment earnings, member contributions and assessments provide the funding required to 'administer the Retirement System and to pay pension benefits. The annual assessment levied on the Town and the Reading Housing Authority is determined actuarially. The.assets of the Retirement System are invested in the PRIT Fund', which is a pooled fund established to invest the assets of the State Teachers; State Employees and any other state retirement system that . chooses to invest in the fund. l)9- Apr -03 210 Town of Reading FY - 2004 Budget Department: Employee Benefits Salaries and Wages (Form B) Division: Contributory retirement- 811 Summary: L1 Annual Adopted Actual Actual Budget Recommende FTE Expenditures ` `' 'FTE, Expenditures . FTE (Revised) FTE Budget Classification # FY = 2001 # FY -.2002 # FY - 2003. # FY - 2004 Board Administrator 0.8 31,046 - 0.8 32,460 0,8 31,948 0.8 .33,055 Totals 0.8 31,046 0.8. 32,460 0.8 31,948 0.8 33,055. '. Source of Funding Water Fund 528 555:. 601 625 Sewer Fund 55 58. 153 158; Electric Fund , 7,305 7,651 ' 8,642 8,956 Housing Authority 48 52 . ' " 182 190 $ $ $ $ General Fund (Form A) 23,110 24,144 22,370 23,126 ` 211 Town of Reading FY - 2004 Budget Department: Employee. Benefits Expenses (Form C) Division: Contributory retirement: 811. I Summary: L1 Annual Adopted Actual .. Actual Budget Recommended Expenditures Expenditures (Revised) Budget Classification FY - 2001 FY - 2002 FY - 2003 FY-20 04 . Pension Assessment 2,873,854 2,933,240' 3,013,052 3,076,145 Administrative Expenses; Postage 1,700. 1,300 1,400 1,500 Banking Services 700 1,200 1,100 1,200 Actuarial Valuation' 750 9,500 1,000 10,000 Office Supplies 650... 650 650 650 Bonding Premium 11250 1,250 1,250 1,250. Travel Reimbursement 100 100 100 250 Professional Development 500 500 500.. 550 ` Dues and Membership 200 200 200. 200 Totals 2,879,704 2,947,940 3,019,252 3,091,745'; Source of Fundino Water Fund 48,972 50,345 56,699 58,375 Sewer Fund 5,045 5,342 14,447 14,742' Electric Fund 677,695 694,749 816,658 837,644 Housing Authority 4,452 4,748 17,218 17,810 $ . '' $ $ $ General Fund (Form A) 2,143,540.` 2,192,756 2;114,230 2,163,174 ' 09- Apr -03 212 Town of Reading FY - 2004 Budget Department: Employee Benefits Expenses (Form, C) Division: Non- contributory Pensions - 813 Summary:: L2 Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget Classification FY - 2001 FY - 2002 ` FY - 2003: FY'- 2004 Pensions 113,789 138,156 117,907 120,976 ,l Totals 113,789 138,156 117,907 120,976 Source of Funding Electric Fund ' 17,854 18,214 18,574 18,934 $ $ ,. General Fund (Form A) ', .95,935 119,942 '99,333 102,047 09- Apr -03 214 Town of Reading FY - 2004 Budget Department: Employee Benefits . Budget Summary (Form A) Division: Unemployment - 815 Summary: L3 Annual Adopted Actual Actual. Budget Recommended Expenditures Expenditures (Revised) Budget Budget Summary FY = 2001, FY - 2002 FY - 2003 FY-2004 Salaries and Wages (Form B) 0 0;1 0 0 Expenses (Form C) 16,581 .24;576 40,000 40,000 Totals 16,581 24,576 40,000, 40,000 Revenue and Staffing Revenues " Staffing 0.0: 0.0 0.0 0,0 Commentary As there are more layoffs due to budget cuts, and fewer jobs available, the unemployment figures are showing an increase. Anticipated costs for FY 2003 are. $120,000. Depending on the number of layoffs in the FY 2004 budget, this budget could be considerably underfunded.. ( 09- Apr -03 2`15 Town of Reading FY -.2004 Budget Department; . Group Insurance Budget Summary (Form A) Division: Group Health / Life Ins. - 817 Summary: L4 Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget Budget Summary FY 2001 FY - 2002 FY - 2003 ' FY - 2004.1 $ $ $ $ Salaries and Wages (Form B) 0 0 . 0 0 Expenses (Form C) 2,855,150 3,298,839 4,002,438 4,414,041 $ $ $ $ Totals 2,855,150 3,298,839 4,002,438 4,414,041 Revenue and Staffing Revenues Staffing 0.0 0.0 0.0 0.0 Commentary Health Insurance continues to increase dramaticaliy. The Town's experience is driving the rates somewhat. The Health Insurance Advisory Committee held quarterly meetings to analyze the data on our group to see if some savings could be found. They requested that we bid out the Town's health insurance program to check the market. Bids were due in on November 26, 2002 and resulted in two bids, one from MIIA (our current provider of Blue Cross /Blue Shield products), and one from Harvard/ Pilgrim, The decision was made to accept a higher co -pay proposal for HMO Blue as bid by MIIA. Employees will pay $10,00 for visits to providers and $50;00 for visits to the emergency room. These rates increase from $5.00 and $25.00' respectively. Another factor in the increase is the number of employees choosing our plan. The school employees choosing to take the Town's health insurance is up by 20 people and the Town up by 5. The increase over FY 2003 is $411 B03, or approximately 10.3 09- Apr -03 \, 216 Town of Reading FY - 2004 Budget Department: Group Insurance Expenses (Form C) Division: Group Health /Life Ins.. -817 Summary:. L4 Annual Adopted Actual Actual ,Budget Recommended Expenditures Expenditures (Revised) Budget Classification FY -:2001 FY - 2002 : FY - 2003 FY - 2004 Group Health Insurance 3,450,793. 4,018,226 4,851,428' 5,340,477 Group Life Insurance 31,220 27,400 '32,000 28,000 Employee Assistance Program 3,591 4,191 4,500 4,300 Totals, 3,485,604 4;049,817 4,887,928 5,372,777 Source of Funding Water Fund 139,282 165,405 201,101 188,162 Sewer Fund 45,893 47,0231 60,806 64,733 Electric Fund 445,279 538,550 623,583 .: 693,287 Electric Fund Overhead 12,554 General Fund (Form'A) 2,855,150 3,298,839 4,002,438 . 4,414,041 C 09- Apr -03 Town of Reading FY - 2004 Budget Department: Employee Benefits Expenses (Farm C) Division: Medicare / Soc Security - 819 Summary: L5 Annual Adopted Actual ,,Actual Budget Recommended Expenditures Expenditures (Revised) Budget Classification FY - 2001 FY - 2002 FY - 2003 FY - 2004 $ $ $. $ Medicare l Social Security 409,752 415,019 `. 477,571 477,571 $ $ $ $' Totals 409,752 415,019 477,571 477,571 Source of Funding Water Fund 3,811 4,000 4,120 4,120 Sewer Fund 386 ' 400 412 412 $ $ $ ,. $ General Fund (Form A) 405,555 410,619. 473,039 473,039 09- Apr -03 219 i Town of Reading FY - 2004 Budget . Department: Employee Benefits Budget Summary (Form A) Division: Worker Compensation - 821 Summary: L6 Annual Adopted Actual Actual Budget Recommended Expenditures ;Expenditures (Revised) Budget Budget Summary FY - 2001 FY = 2002 FY - 2003 FY - 2004 Salaries and Wages (Form B) 0 0 01 F 0 Expenses (Form C) 184,219 176,408' 189,723 ` 213,000 Totals 184,219 1.76,408 189,723 213,000 . Revenue and Staffing Revenues' Staffing 0.0 0,0 0.0 0.0 Commentary There are no exact figures for the vdorkers' comp insurance. Claims seem. to be under better control, but. the insurance company is continuing to, raise prices: The estimated increase is not based on specifics, but is a best guess. • i : 1 { 09- Apr -03 220` . Town of Reading FY - 2004 Budget Department: Employee Benefits Expenses (Form C) Division: Worker Compensation - 821 Summary: L6 Annual Adopted Actual. Actual Budget Recommended Expenditures Expenditures. (Revised) Budget Classification FY - 2001. FY - 2002 ' ; FY - 2003 FY -2004 $ $ $ $. Insurance Premiuns 215,944 240,647 ; 275,176. 300,000 Claims . i. 28,250 Totals 244,194 240,647 275,176` 300,000 ` Source of Funding Water Fund 13,033 13,500 14,789 15,000 ` Sewer Fund 6,516 6,750 6,803 7,000 Electric Fund 40,426 43,989 63,861 65,000 General Fund (Form A) 184,219' 176,408. 189,723 213,000 09- Apr -03 "2Z1 Town of Reading FY -2004 Budget Department: Employee Benefits Budget Summary (Form A) Division: Police / Fire Indemnification -131 Summary: L7 Annual . Adopted Actual Actual Budget . Recommended Expenditures Expenditures (Revised) Budget Budget Summary FY= 2001 FY - 2002 FY - 2003 ` FY :2004 Salaries and Wages (Form B) 0 0 0 0: ` Expenses (Form C) 32,633 38,622 30,000 30,000 Totals 32,633. 38,622 0,000 . , 30,000 Revenue and 5taffing Revenues , l Staffing 0.0 0.0 0.0: 0.0 Commentary This appropriation provides funding to pay for medical expenses incurred by police and fire personnel, who are injured in the line of duty. 09- Apr -03 222 Town of Reading FY - 2004 Budget Department: Employee Benefits Expenses (Form C) Division: Police/ Fire Indemnification -131 Summary: L7 Annual Adopted Actual Actual, Budget Recommended Expenditures ! , Expenditures (Revised) Budget Classification FY - 2001 FY,- 2002 FY - 2003 FY - 2004 $ Indemnification' - Police 21,378 :' ` 12,927 15,000 15,000 Indemnification - Fire 11,255. 25,695 15,000 15,000 Totals 32,633 38,622 30,000 30,000 Source of Funding General Fund (Form A) 32,633 38,622 30,000 30,000 09- Apr -03 223. Town of Reading FY - 2004 Budget Department: Public Works Budget Summary (Form A) Division: Water (400 & 405) Summary:. M1, M2 - Annual Adopted . Actual Actual Budget Recommended Expenditures Expenditures > (Revised) Budget Budget Summary FY = 2001 FY - 2002 FY -2003 FY - 2004 Salaries and Wages (Form B) 650,748 666,773 727,530 782 753 ` Expenses (Form C) 1,283;374'. • . 1,236,171 ': 1,249,498 1,388,829 Totals ` 1,934,122 1,902.,945: 1,977,028 . ; 2,171,582 Revenue and Staffing` Revenues Staffing 15,9 16.5 16.6 16.5 . Commentary Salaries for Water Departement staff contain contractual increases. Expenses are level funded with certain exceptions. Cost of providing support for maintaining MWRA discharge permits reflect anticipated filing and analysis costs. Costs of support services provided by other Town organization contain the estimated increases of those organizations.. . 09- Apr -03 Town of Reading FY - 2004 Budget Department: Public Works Salaries and Wages (Form B) Division: Water (400 & 405) Summary: M1 Annual Adopted Actual Actual Budget Recommends FTE Expenditures FTE Expenditures FTE (Revised) FTE Budget. Classification # FY - 2001 ' . FY - 2002 # FY - 2003 # FY - 2004 _# WTP Supervisor . 1,0 54,891 1.0 57,117 1.0 , 59,426: 1.0 67,533 Chief Treat. Pit. Oper '. 1.0 45,626 1.0 . 47,654 1,0 49,612 1.0 _ 52,253 Treat. Pit; Oper. IV 3.0 89,545 3.0 91,444 3.0 134,231 3.0 141,355 'Treat. Pit, Oper. IVOIT: 1.0 42,926 Treat. Pit. Oper. III 22,260 1.0 40,742 Treat. Pit. Oper. II 16,936 1.0 34,816 Oper. In Trng 1.0 26,484 Snow & Ice Rem. 1,235 0 900: 500) Overtime 55,795 39,318 47,985 50,672 Grade Adjustments 40 264 330 330 Shift Differiential .: 1.,532 1,955 `, 3,161 3,022 Water Supervisor(1l2) 0.5 27,446' 0.5 28,558 0.5' 29,713 0,5 31,304 Foreman 1,0 38,228 1.0 41,558 1.0 43,450 9.0 45,064 Working Foreman 2.0 72,307 2.0 46,943 2.0 78,031 2.0 80,906 Equip: Oper. 3.0 .. 96,058 10 104,192 3.04 108,839 3.0 112,849 Skilled Laborer 1.0 28,775 1.0 30,688 1.0 32,406' 2.0 69,252 Laborer 2.0 49,200 2.0 53,256 2.0; 55,944 1.0 ` 28;715 , Clerk (112) 0.4 9,735; 0.4 12,052 0.5 12,570 0.5 13,627 Snow & Ice'Rem. 13,711 ` 1,489 6,600 6,500 ' Seasonal Laborer 4,041 0.6 4,090 0.6 : . 9,572 0.5 8,016 Overtime 37,4771, 44,8331 19,416 25,000 On -call Premium 7,380 8,229 Longevity 5,250 5,250 5,925 6,900 Grade Adjustments 1,004: 1,111 2,224 1,800. $ $ $ $ Totals . 15.9 650,748. 16,5 i 6661773 16.6 727,530 16.5 782,753 Source of Funding . $ $ $ $ . General Fund (Form A) 650,748. 666,773 727,530. ., 782,753 225. Town of Reading FY - 2004 Budget Department: Public Works . Expenses (Form C) Division:. Water (400 & 405) Summary: M2 Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget Classification FY - 2001 FY - 2002: FY 2003 FY - 2004 WTP: Electricity 168;795 ` 165,567. i 175,100 175,100 Heating Fuel 17,968 11,792 16,900 .16,900 Telephone 3,047 3,107 3,650, 3,650 Supp's & Treat Chem 149,876 123,550 140,250 140,250 Well Field Supplies 4,940 142 1,581. 1,581 _ Equip Sery & Lab Test 67,720 87,365 69,576 69,576 Well Field Maint. 58,733 51,884 58,140 58,140 MWRA Sewer Discharge 120,581 105,916 120,000 120,000 MWRA Permit & Test 12,485 9,555 `' 9,900 10,245 ' Water Supply Protect. 2,316 29,443 4,000. 4,000 MWRA System Connection 85,500 25,000 0 0 DIST: General Supps\Serv. 10,682 28,822 27,120 28,822 .; Main /Hydrant Repairs 31,572 77 47,662 32,360 32,360 Serv. /Meter Supplies 39,187 43,455 52,326. 52,326 Cross Conn. Prog. 5,880 3,960 8,300 8,300. Police Details 9,459 9,410 10,250 10,250 `\ Uniforms /Boots 3,367 3,108 4,825 .: 5,050 Licenses 140 345 450 > 450 $ $ $ $ Sub Totals 792,244 748,381. `; 736,430' '•`' 737,000 09- Apr -03 • 226 Town of Reading FY - 2002 Budget Department: Public Works Other Expenses (Form C) Division: Water. (400 & 405) Summary: M2 . Annual. Adopted Department Manager Actual Budget Requested Recommended Expenditures (Revised) Budget Budges Classification FY - 2001 FY - 2002 FY - 2003 FY - 2003 $ $ $ $ Total from page #1 792,244 ' 746,381: 736,430 737,000 GEN: Financial Services 49,822 51,4071 52,690 55,388 General Admin 2,499 2,549 2,613 . DPW Admin. 1 / 71,786. 80,250 . 'Engineering' ; ? 153,292 ` { 161,079 '; 60,847. 62,428. Equipment Maint. t 1 18,780 20,200 Liability Ins, 7,897 7,897 4,031 8,500 Primacy Assmt.. 5,803 `. 5,981 5,395 5,654 Purchase Ser - Wakfld 4,179 4,848 4,680 5,095 Haz. Waste Coll. Prog, 61,409 17,384 12,000. 15,000 Professional Dev'ment 3,103 2,891 3000 3,000 Workers' Compensation Ins. 13,033 •. 14,789 15,000 13,500 Medicare /Social Security' 3,811 4,000 4,120 4,120 Health /Life insurance 139,282 165,405 201,101 18B,162 Pension 49,500 50,900 57,300: 59,000 Debt Service 127,419 Totals 1,283,374 1,236,171 1,249,498 1,388,829 Source of Funding . $ $ $ $ General Fund (Form A) 1,283,374 1,236,171 1,249,498 1,388,829 . 09- Apr -03 227 Town of Reading FY - 2004 Budget i Department: Public Works Salaries and Wages (Form B) Division: Sewer (430) Summary: N1 Annual Adopted Actual Actual Budget Recommende FTE Expenditures FTE Expenditures FTE (Revised) FTE ,' Budget Classification #.. '. FY -2001 ` # ' . FY - 2002 ` # FY - 2003 # FY - 2004 $. $ Supervisor (1/2)' 0.5 27,446 0,5 28,558 0.5 29,713 0.5 31,304 Working Foreman 1.0 36,774 1.0 . 38,000 1.0 39,399 1.0 41,669 Equip.Oper. 1.0 36,092 1.0 37,188 1.0 38,653 1.0 40,893 Skilled Laborer. Laborer .. 2.0 33,408 ; 2.0 42,716 2.0 55,944 2,0 59,778 Clerk (1/2) 0.4 9,735 0.5 12,049 0.5 12,570 0.5 13,627 Snow &Ice Removal Overtime 5,863 21,759 836 23;145 2,500 24,749 2,500 25,590 On -call Premium ! 3,280 2,743 Longevity 1,950 1,950 .1,950 1,950 Grade Adjustments ( 190 14,5 173' 179 Totals 4.9 161,491`, . 5.0 182,915 5.0 203,931 5.0 215,233 Source of Funding General,Fund (Form A) 161,491 182,915 ` . , 203,931 215,233 229 Town of Reading FY - 2004 Budget Department: Public Works Expenses (Form C) Division: Sewer (430) Summary: N2, N3 Annual Adopted Actual Actual Budget Recommended Expenditures Expenditures (Revised) Budget Classification FY - 2001. FY - 2002 FY - 2003 FY - 2004 MWRA (Revised) 2,656,586 2,732,923 2,909,925 2,969,021 Supplies: Sewer 4;363: 14,039 Chei aistion m 12,138 12,138 Distribution System: l 1,270 2,671 7,319 7,319 Contractual Services: Pumping Station 15,613 14,139 15,698 15,698' Police Details s 30,930. 2,533 1,133. 2,500 Purchase Sery - W'rn &W'fld 13,328 .1 12,682 11,625 13,550 System N Inspections 15;810 15,810; 15,810` 15,810 Town Financial Services 49,822 51,407 52,690: 55,388 General Admin ", 2,499 2,549 2,613 DPW Services: Administration 45,038 42,422 Engineering . 82,683 87,039 28,822 29,571 Equipment Maintenance 10,028 10,400 Liability Insurance 1,607 1,607 5,137 2,000 Electricity 22,723 21,460 23,600 23,600 Telephone 205 0 0 0 \ Uniforms /Boots ,. 1,305 1,078 2,100 2,OOp Licenses 40 190 200 200 Hazardous Waste Coll. Prog. 0 17,409 12,000 15,000 Backflow Reimbursement 1,115 0 0 Workers' Compensation Ins. 6,516 6,750 6,803 7,000 , Medicare /Social Security 386 400 412 412 Health /Life Insurance 45,893 47,023 ' 60,806 64,733 . Pension Costs "• 5,100 5,400. 14,600 14,900 Debt Serevice: ' i MWRA No- Interest Loan:.::. Walkers Brook Drive Project 132,190 132,190. 132,190 132,190 $ $ $ $ Totals 3,086,370 3,170,364 3,382,761 $,450,603 Source of Funding' $ General Fund (Form A) 3,086,370 3,170,364, ` 3,382,761. 3;450,603' . r C 09 Apr 03 \. 1 230 . 231 N X 3 U) w 12 2 is E CL C m m U r� 0 LL >- Q O . a) CL M O O N 0 0 0 �''nn V 0�/ 6.L a M Z UJ W N LL O 0 > "t 00 CV W LL W � 1 O FL U 0 0 Z 0 C . Z_ Ci O CL LL O Z Fv O f-- cn .- U a9 co a F- z LL a H LL C 231 N X 3 U) w 12 2 is E CL C m m U r� 0 LL >- Q O . a) CL M O O N 0 0 0 O C............. 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Although Robert's Rules of Order is the basic source, a Town Meeting Member need only be familiar with what is contained in the Charter. These notes are intended to outline the major points all Town. Meeting Members should know, and which by knowing, will make Town Meeting more understandable: ORGANIZATION o Town Meeting consists of 192 elected members, of which 97 constitute a quorum. o There are two required sessions: the Annual Meeting in Spring which is primarily for . fiscal matters and acceptance of the annual budget, and the Subsequent Meeting in November. Special Town Meetings may be called at any time that the need arises. ♦ There are three main committees which review certain Articles and advise. Town ..Meeting of their recommendations: Finance for all expenditures of funds; Bylaw for all bylaw changes; and the Community Planning and Development Commission for all zoning changes: Their reports are given prior to dis- cussing the motion. GENERAL RULES OF PROCEDURE m The Meeting. is conducted through the Warrant 'Articles which are presented (moved) as motions. Only one motion may be on the floor at a time; however, the motion may be amended. Often two or more Articles which address the same 235 subject may be discussed together; however, only. one is formally on the floor, and each when moved is acted upon individually. Note that the vote on one may influence the others. ♦ Members who wish to speak shall rise, state their name and precinct in order to be recognized. - ® A Member may .speak for ten (10) minutes ` but permission must be asked to exceed this limit. ® Seven (7) Members can question a vote and calf for a standing count and twenty (20) can ask for a roll call vote; however; a roll call .vote is seldom used because of the time it takes. PRINCIPAL MOTION. ENCOUNTERED AT TOWN MEETING The following motions are the principal ones used in most cases by Town Meeting to conduct its business. Experience shows that the Members should be familiar with these. e Adjourn: Ends the sessions, can be moved at any time: e Recess: Stops business for a short time, generally . to resolve a procedural question or to obtain information. ♦ Lay on the Table: Stops debate with the intention generally of bringing the subject up again later. May also be used to defer action on an Article for which procedurally a negative vote is undesirable. Note that tabled motions die with adjournment. s Move the Previous Question: Upon acceptance by a two- thirds (2/3). vote, stops all debate and brings the subject to a vote. This is generally the main motion, or ♦ The most recent amendment, unless qualified by the mover. The reason for this as provided in Robert's Rules of Order is to allow for other amend- ments should they wish to be presented. ♦ Question of Privilege: Sometimes used to offer a resolution. Should not be used to "steal' the floor. ♦ Point of Order: To raise a question concerning the_ conduct of the Meeting. ♦ Point of Information: To ask for information relevant to the business at hand. MULTIPLE MOTIONS SUBSEQUENT (MULTIPLE) MOTIONS If the subsequent motion to be offered, as distinct from an amendment made during debate, includes material which has previously been put to a vote and defeated it will be viewed by the Y� 236 Moderator as reconsideration and will Amend: Offers changes to the main not be accepted. If the subsequent motion. Must be in accordance with motion contains distinctly new material the motion and may not substantially which is within the scope of the Warrant alter the intent of the motion n. In Article, then it will be accepted. An accordance with Robert's Rules of example of this latter situation is Order, only one primary and one successive line items of an omnibus secondary motion will be allowed on budget moved as a block. the floor at one time, unless-specif- ically accepted by the Moderator. SUBJECT TO THE FOLLOWING CONSIDERATIONS s Indefinitely Postpone: Disposes of the Article without a yes or no o The maker of any proposed multiple vote. motion shall make their intent known, and the content of the ♦ Take from the Table: Brings back a motion to be offered shall be motion which was previously laid on conveyed to the Moderator - prior to - the table. the initial calling of the Warrant Article:. o Main Motion: The means by which a subject is brought before the ® Once an affirmative vote has been Meeting. taken on the motion then on the floor - no further s ubsequent alternative THE FOLLOWING MOTIONS MAY BE motions will be accepted. (Obviously USED BY A MEMBER FOR THE does not. apply to the budget, for PURPOSE NOTED: example.) 236 j o Also - There can only be one motion except if this day shall fall on a legal on the floor at any one time. You holiday, in which case the Meeting have the ability to offer amendments shall be held on the following day. to the motion that is on the floor. You The Subsequent Town Meeting shall also have the ability to move for consider and act on all business as reconsideration. may properly come before it except the adoption of the annual operating budget. TOWN OF READING BYLAWS ARTICLE 2: TOWN MEETINGS Section 2.1.5 Adjourned sessions of every Annual 2.1. General Town Meeting after the first such adjourned session provided for in Section 2.1.1 Section 2.1.3 of this Article and all The Annual Town Meeting shall be held sessions of every Subsequent Town on the third Tuesday preceding the Meeting, shall be held on the follow- second Monday in April of each year ing Thursday at 7:30 p.m. and then for the election of Town officers and on the following Monday at 7:30 p.m. for other such matters as required by and on consecutive Mondays and law to be determined by ballot. Thursdays, unless a resolution to Notwithstanding the foregoing, in any adjourn to another time is adopted by year in which presidential electors are a majority vote of the Town Meeting to be elected, the Board of Selectmen Members present and voting. may schedule the commencement of the Annual Town Meeting for the same Section 2.1.6 date designated as the date to hold the The Board of Selectmen shall give Presidential Primary. notice of the Annual Subsequent or any Special Town Meeting at least Section 2.1.2 fourteen (14) days prior to the time The polls for the Annual Town Meeting of holding said Meeting by causing shall be opened at 7:00 a.m. and shall an attested copy of the Warrant remain open until 8:00 p.m. calling the same to be posted in one (1) or more public places in each Section 2.1.3 precinct of the Town, and. either All business of the Annual Town causing such attested copy to be Meeting, except the election of such published in a local newspaper or Town officers and the determination of mailing an attested copy of said such matters as required by law to be Warrant to each Town Meeting . elected or determined by ballot, shall be Member. considered at an adjournment of such meeting to be held at 7:30 p.m. on the Section 2.1.7 second Monday in April, except if this All Articles for the Annual Town Meeting day shall fall on a legal holiday, in . shall be submitted to the Board of which case the Meeting shall be held Selectmen not later than 8:00 p.m. on on the following day or at a further ' the fifth Tuesday preceding the date of adjournment thereof. election of Town officers unless this day is a holiday in which case the following . Section 2.1.4 day shall be substituted. A Special Town Meeting called the Sub- s/ � sequent Town Meeting shall be held on All Articles for the Subsequent Town the second Monday in November, Meeting shall be submitted to the Board 237 of Selectmen not later than 8:00 p.m. on the fifth Tuesday preceding the Subsequent Town Meeting in which action is to be taken, unless this day is a holiday, in which case the.following day shall be substituted. Section 2.1.8 The Board of Selectmen, after drawing a Warrant for a Town Meeting, shall immediately deliver a copy of such Warrant to each Member of the Finance Committee, the Community Planning and Development Commission, the Bylaw Committee and the Moderator. 2.2 Conduct of Town Meetings Section 2.2.1 In the conduct of all Town Meetings, the following rules shall be .observed: Rule 1: A majority of the Town Meeting Members shall constitute a quorum for doing business. Rule 2:. All Articles on the Warrant shall betaken up in the order of their arrangement in the Warrant, unless otherwise decided by a majority vote of the Members present and voting. Rule 3: Prior :to debate on each Article in a Warrant involving the expenditure of money, the Finance Committee shall advise the Town Meeting as to its recommendations and. the reasons therefor. Rule 4: Prior to debate on each Article in a Warrant involving changes in the Bylaws, the Bylaw Committee shall advise. the Town Meeting'. as to .its recommendations and. thev reasons therefor. Rule 5: Every person shall stand when speaking, shall respectfully address the 238 Moderator, shall not speak until recog- nized by the Moderator, shall state his name and precinct, shall confine himself to the question under debate and shall avoid all personalities. Rule 6: No person shall be privileged to speak or make a motion until after he has been recognized by the Moderator. Rule 7: No Town Meeting Member or other person shall speak on any ques- tion more than ten (10) minutes without first obtaining the permission. of the Meeting. Rule 8: Any inhabitant of the Town may speak, at a Town Meeting having first identified himself to the Moderator as an inhabitant of the Town. No inhabitant shall speak on any .question more than five (5) minutes without first obtaining the permission of the Meeting. Inhabitants shall be given the privilege . of speaking .at Town Meetings only after all Town Meeting Members who desire to speak upon the question under con- sideration have first been given an opportunity to do so. Rule 9: Members of official bodies who are not Town Meeting Members 'shall, have the same right to..speak, but not to vote, as Town Meeting Members on all matters relating to their official bodies. : Rule 10: No speaker at a Town Meet - ing shall be interrupted except by a Member making a point of order or privileged motion or by the. Moderator. Rule 11: Any person having a.mon- etary or equitable interest in : any matter under discussion at a Town Meeting and any person employed by another having such an interest, shall disclose the fact of his interest or his employer's interest before speaking thereon. \J Rule 12:: The Moderator shall decide all be first in order. Motions to adjourn, to questions of order subject to appeal to move the question, to lay on * the table the meeting, the question on which and to take from the table shall be appeal shall be taken before any other. decided without debate. Rule 11, When a question. is put, the vote on * all matters shall be taken by a ,.show of hands, and the Moderator shall declare the vote as it appears to him. If the Moderator is Unable to decide the vote by the show of hands, or if his decision is immediately questioned by seven (7) or more Members, he shall determine the question by ordering a standing vote and he shall appoint tellers to make and return the count directly to him. On request of not less than twenty (20) Members, a vote shall be, taken by roll call. Rule 14: All original main motions having to do with the expenditure of money shall be presented in writing, and all other motions shall be in writing if so directed by the Moderator Rule 15: No motion shall be received and put until it is seconded. No motion made and seconded shall be withdrawn if any Member objects. No amendment not relevant to the subject of the original motion shall be entertained. Rule 16: When a question is Under debate, no motion shall be in order except (1) to adjourn, (2) to lay on the table or pass over, (3) to postpone for a certain time, (4) to commit, (5) to amend, (6) to postpone indefinitely or (7) to fix a time for terminating debate and putting the question, and the afore- said several motions shall.have precedence in the order in which they stand arranged in this Rule. Rule 17: Motions to adjourn (except when balloting for offices and when votes are being taken) shall always 239 Rule 18: The previous question shall be put in the following form or in some other form having the same meaning: "Shall the main question now be put?," and until this question is decided all .debate on the main question shall be suspended. If the previous question be adopted, the sense of the meeting shall immediately be taken upon any pending amendments in the order inverse to that in which they were moved except that the largest sum or the longest time shall be put first, and finally upon the main question. Rule 19: The duties of the Moderator and the conduct and method of pro- ceeding at' all Town Meetings, not prescribed by law or by the Rules set forth in this Article, shall be determined by the rules of practice set forth in Robert's Rules of Order Revised so far as they may be adapted to Town Meetings. Section 2.2 ' 2 It shall be the duty of every official body, by a Member thereof, to be in attend- ance at all Town Meetings for the information thereof while any subject matter is under consideration affecting such official body. Section 2.2.3 All committees authorized by Town Meeting, shall be appointed by the Moderator unless otherwise ordered by a vote of the Members present and voting. All committees shall report as directed by the Town Meeting. If no report is made within a year after the appointment, the committee shall be discharged unless, in the meantime, the Town Meeting grants an extension of time. When the final report of a committee is placed. in the hands of the Moderator, it shall be deemed to be received, and a vote to accept the same shall discharge the committee but shall not be equivalent to a vote to adopt it. Section 2.2.4 Motion to Reconsider 2.2.4.1 A motion to reconsider any vote must be made before the final adjournment of the Meeting at which the vote was passed but such motion to reconsider shall not be made at an adjourned meeting unless the mover has given notice of his intention to make such a motion, either at the session of the meeting at which the vote was passed or by written notice to the Town Clerk within twenty-four (24) hours after the adjournment of such session. When such motion is made at the session of the meeting it' which� the vote was passed, said motion shall be accepted by the Moderator but consid- eration thereof shall be postponed to become the first item to be considered at the next session unless all remaining Articles have been disposed of, in which case `reconsideration shall be consid- ered before final adjournment. There can be no reconsideration of a vote. . once reconsidered or after a vote not to reconsider. Reconsideration maybe ordered by a vote of two-third (2/3) of the votes present. Arguments for or against reconsider- ation may include discussion of the, motion being_,reconsidere.d providing such discussion consists -brily of relevant facts or arguments not pre-. Viously presented by any speaker. 2.2.4.2 The foregoing provisions relating to motions to reconsider shall not apply to any such motion made by 240 the Board of Selectmen and authorized by the Moderator as necessary for the reconsideration of actions previously taken by Town Meeting by reason of State or Federal action or inaction or other circumstances not within the control of the Town or Town Meeting. In the event such a motion to reconsider is made and authorized, said motion may be made at any time before the final adjournment of the Meeting at which the vote was passed, said motion may be made even if the vote was already reconsidered, or was the subject of a vote not to reconsider - and reconsideration may be ordered by a vote of two-thirds (2/3). of the votes present. 2.2.4.3 Notice of every vote to be reconsidered at an adjourned Town Meeting shall be posted by the Town Clerk in one (1) or more public places.in each precinct of the Town as soon as possible after adjournment,, and he 'shall, if practicable, at least one (1) day before the time of the next following session, of said Adjourned Meeting, publish such notice in some newspaper published in the Town. Said notice shall include.the Vote to be reconsidered and the place and time of the next , following session of said Adjourned Meeting.. The foregoing notice provisions shall not apply when a motion to reconsider any Town Meeting action is made publicly at Town Meeting before the adjournment of any session of any Adjourned Town Meeting. Section 2.2.5. The Selectmen shall, at each. Annual Town Meeting, give, to the. Members information of the State of the Town. Section 2.2.6 The Town Meeting Members and Town Meeting Members-Elect from each precinct shall hold an annual precinct meeting after the Annual Town Election but before the convening of the business sessions of the Annual Town Meeting. The purpose of the meeting shall be the election of a Chairman and a Clerk and to conduct whatever business may be appropriate. Chairman shall serve no .more than six (6) consecutive years in that position' Additional precinct meet- ings may be called by the Chairman or by a petition of six (6) Town Meeting Members of the precinct. Section 2.2.7 Removal of Town Meeting Members 2.2.7.1 The Town Clerk shall mail, within thirty (30) days, after the adjournment sine die . of a Town Meeting, to every Town Meeting Member who has attended less than one half (1/2) of the Town Meeting sessions since the most recent Annual Town Election, a: record of his attend- ance and a copy of Section 2-6 of the Charter. 2.2.7.2 Town Meeting Members of each precinct shall consider at a precinct meeting to. be conducted in accordance with Section 2.2.6 of these Bylaws and Section 2-6 of the Charter, preceding the consideration of the Article placed upon the Annual Town Meeting Warrant in accordance with Section 2-6 of the Charter, the names of Town Meeting Members in that precinct appearing on said Warrant Article and adopt recommendations to Town Meeting as to what action, should . be taken regarding each such Member. The Chairman of each precinct or his designee shall make such recommend- ations along with supporting evidence and rationale to Town Meeting. 241 2.2.7.3 The names of the Members subject * to removal in accordance with Section 2-6 of the Charter shall be grouped by precinct in the Warrant Article required by said Section. Section 2.2.8 : Meetings During Town Meeting No appointed. or elected board, commission, committee or other, entity of Town Government shall schedule or conduct any hearing, meeting or other function during any hours in which an Annual, Subsequent or Special Town Meeting is in session or is scheduled to be in session. Any such board, commission or committee which schedules or holds a meeting or hearing - on the same calendar day but at a time prior, to a session of Town Meeting shall adjourn or recess not less than five. (5) minutes prior to the scheduled session of Town Meeting. Any board, commission or committee may, at the opening of any session of Town. Meeting, present to that Town Meeting an instructional motion request- ing.,an exemption from this Bylaw and asking that Town Meeting permit it to meet at a date and hour at which a future session of Town Meeting is scheduled and may present reasons for Town Meeting to give such permission. Notwithstanding the foregoing, any board, commission or committee which meets the requirements of Section 23B of Chapter 39 of the General Laws concerning emergency meetings may, upon meeting such requirements, ,conduct such a meeting or hearing at a time scheduled for a Town Meeting. .0