HomeMy WebLinkAbout2010-02-24 Finance Committee PacketThe Town of Reading - FINCOM
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Town of Reading 16 Lowell Street, Reading, MA 01867
FINCOM
Wednesday, February 24, 2010 at 7:30 PM
Town Hall Conference Room
Town of Reading
Town Hall conference room
Reading, MA 01867
February 24, 2010
Meeting Agenda
1. Health Insurance update J
2. FYll budget: revenue review
3. FYI Town Manager Budget
4. Regionalization
5. Other
• Snow & Ice budget; FINCOM reserve fund request (library)
• Upcoming March budget schedule
6. FINCOM minutes
a September 30, 2009
e October 14, 2009
® November 9, 2009
® November 18, 2009
7. Adj ourn
Health Insurance Update - January 16,2010
Enrollment
HMO
PPO
Medex
June'07
1,168
586
176
406
June'08
1,186
600
162
424
June'09
1,182
618
145
419
July 109
1,196
590
184
422
Jan '10
1,213
590
198
425
Change
31
(28)
53
6
June'09
Jan '10
Change
Enterprise'
145
148
3
RMLD, Water, Sewer
Municipal
346
342
(4)
Schools
691
723
32
1,182
1,213
31
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VnI_ XXW. No. 2 A Publication of the Massachusetts Municipal Association 0 VVWkrW.rnrna.orq February 2010
Budaet bmill avoluds -local add culs
Government Aid account D.Lu, the governor also an-
would be level- funded at nounced proposals to help
$936 million, after being cut cities and towns reduce
by $378 million (29 percent) costs. The governor filed leg-
since the beginning of fiscal islation (H. 4439) to give ,
2009. cities and towns tightly re-
With cities and towns stricted authority to extend
statewide facing large bud- their pension funding
get gaps next year, the schedules by 10 years, to
MMA is asking the Legisla- 2040, to protect local tax-
ture to approve a local aid payers from unnecessarily
resolution for fiscal 2011 high assessments during
based on the governor's this time of fiscal crisis. Un-
budget recommendations. less the funding schedules
The House is not expected are extended, market losses
to debate a fiscal 2011 state caused by the recession will
budget until mid-April, and trigger steep increases in
the Senate customarily • annual pension payments
takes up the budget in mid- and force budget cuts to
May. The Legislature* last key municipal and school
approvied a local aid resoiu- services.
tion in March 2008 for fis- The governor also sent a
cal 2009 municipal and • special message to the Leg-
school aid distributions. islature endorsing passage
"Arhe" filing his budget BUDGET, continued on 22
By John Robertson
'0 n Jan. 27, Gov. Deval
Patrick filed a $28.2
billion state budget recom-
mendation for fiscal 2011
that would provide $4.98
billion to level-fund the
main municipal and educa-
tion aid accounts and en-
sure that every city, town
and school district receives
at least the fiscal 2010 level
of funding next year.
Thirteen school districts
would receive a small aid
increase in order to reach
the foundation budget level
of spending on education.
The state appropriation
for Chapter 70 education
aid would increase by $178
million to make up for state
fiscal stabilization fund rev-
enues (federal stimulus
funds) used to help pay for
Gov. Deval Patrick presented a
preview of his budget bill during
the MMA Annual Meeting on Jan.
22 in Boston. He told local officials
that his proposal would Levelfiind
most local aid pr6gran7s.
Chapter 70 in fiscal 2010
and to cover the additional
school aid amount.
. The Unrestricted General
By Mitch Evich
Beverly Mayor Bill Scan-
lon is the new presi-
dent of the MMA, and Nat-
ick Selectman Josh Ostroff
is the new vice president.
. The AEVIA board endorsed
Scanlon and Ostroff as offi-
cers for 2010 following the
association's Annual Busi-
ness Meeting in Boston on
Jan. 23.
Scanlon, who succeeds
F'rsnklin Town Administrator
Jeff Nutting as MMA presi-
dent, is serving his eighth
two-year term as Beverly's
mayor, following a career in
the private sector: The city
bond rating has been •raised
many times during his
tenure, which is the longest
in Beverly history. .
Beverly Mayor Bill Scanlon (right) stands, with Natick Selectman Josh
ostrofffollowing their election on Jan. 23 as president and vice pres-
ident of the MMA-
He received the Theodore
Mann Award for Regional
Leadership in 2008 and has
served as chair of the North
Shore Coalition of Mayors
and Town Managers.
Scanlon said his priorities
include legislation that
would allow cites and
towns to make changes to
employee health care plans.
outside of collective bargain-
ing — a change that could
pp,E,qmF,NT, continued on 27
continued from page 1
of a limited early retirement
incentive for municipal em-
ployees as a tool to assist
cities and towns in reducing
the size of the workforce.
In anticipation of the start
of a slow recovery in the
state's economy, the gover-
nor's budget is based on a
consensus tax projection of
$19.05 billion, an increase
of $590 million (just 3.2 per-
cent) over the current pro-
jection for fiscal 2010. The
consensus estimate repre-
sents the agreement reached
early each year between the
governor's chief budget ofii-
cer and the chairs of the
House and Senate Ways and
Means committees on a tax
projection for the next fiscal
year.
For fiscal 2011, the gov-
ernor's budget also in-
cludes $177 million in tax
initiatives, some of which
would be used to supple-
ment the slumping sales
tax amount used to fund
the state's School Building.
Authority. The new taxes
include proposals filed last
year to end sales tax ex-
emptions on candy and ,
soda, extend the cigarette
excise to cigars and other
tobacco products, cap the
tax credit for the film in-
dustry, and improve state
tax collection efforts.
The governor's budget also
relies on another round of
temporary non -tax revenues,
mainly $175 million from
the state's stabilization fund
and $1.4 billion in federal
economic recovery funds.
The federal dollars include
about $600 million in addi-
tional Medicaid reimburse-
ments that have been Ap-
proved by Congress but
have not yet become law.
Beyond level - funding the
main local aid accounts, the
governor's budget recom-
mendation would treat
smaller municipal and
school aid accounts in dif-
ferent ways.
The Cherry Sheet Pay -
ment -in- Lieu -of -Taxes
(PILOT) program would be
level - funded at $27.3 mil-
lion, and reimbursements
discuss
-MMPA to a .'nd employment- law
egYslative and judicial
developments regarding
key labor • and employment
laws will be the topic of the
March 4 meeting of the
Massachusetts Municipal
Personnel :Association.
The meeting will cover re-
cent developments in state
and federal anti -disc mina-
tion laws, wage and hour
laws, the Family and Med-
ical Leave Act, the data se-
curity law, and other impor-
tant state and federal laws
affecting employers in Mass-
achusetts.
The session will be led by
attorneys Gregory Manousos
and .Daniel Field, partners
at Morgan, Brown & Joy, a
Boston firm that specializes
in representing. employers in
labor and employment law
matters.
The meeting will be held
at the Thayer Public Library
in Braintree. The registra-
tion fee is $30 for members
and $45 for nonmembers.
Members and nonmem-
bers may register online at
www.mma.org.
Contact MMA. Member Ser-
vices Coordinator Ellen Stool -
macher
Page 22 TheBeacon February 2010
for veteran's benefits would
increase by $7 million.
The Police Incentive Pay
Program (Quinn Bill) would
be cut from $10 million to
$5 million. Full funding of
the state's 50 percent share
of the program would re-
quire almost $60 million.
The governor filed legislation
last October to clarify that
municipalities are not liable
for the state share of Quinn
Bill payments unless they
are specifically required to
by a collective bargaining
agreement. The Legislature
has not taken up his rec-
ommendation.
The regional library aid
account would be cut by $3
million. The governor has
proposed to eliminate the
cap on minimum spending
waivers that the Board of
Library Commissions may
grant next year.
On the school side, stu-
dent transportation reim-
bursements for regional
school districts would be
level - funded at $40.5 mil-
lion, which would cover
about half of the state's es-
timated share of costs.
Special education "circuit
breaker" reimbursements
would be roughly level -
funded at $135 million and
would cover an estimated
35 -40 percent of eligible
costs next year. In a pro-
posed law change in the
budget bill, the governor
would freeze private school
special education tuition
rates at the fiscal .2010 level.
The governor would level-
lund, at $75 million, reim-
. bursements to municipali-
ties and school districts for
a portion of Chapter 70 ed-
ucation aid taken to pay, tu-
ition to charter schools. The
preliminary Cherry Sheet es-
timates released by the Divi-
sion of Local Services with
the governor's budget rec-
ommendation project that
school aid deductions will
total $304 million next year,
an increase of $17.6 million.
Under these estimates, re-
imbursements would cover
25 percent of lost school
aid.
1
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foMunahv: Budget picture -remains unsettled
r budget - crafting purposes, local aid."
Murphy pointed, out, the He said legislators are
state's tax collections will likely to pass a local aid
still fall shy of levels resolution so that local lead -
achieved in fiscal 2007. ers will have reliable num-
"We're facing a fiscal situ - bers for crafting municipal
aiion for fiscal 2011 that budgets.
hasn't been seen In "We are hopeful to get a
decades," he said. "When we local aid resolution,° he
put this fiscal 2011 budget said. '-You might not like
together, it's going to make the numbers, but you need
fiscal 2010 look like the the nurribers."
good old days.... We have Legislators did not adopt
to balance the budget. We're a local aid resolution last
going to have to make diffi- year. For fiscal 2008 and
cult choices." 2009, the Legislature passed
He said there is "no ap- resolutions in March.
petite" on Beacon Hill for Murphy did not offer any
raising taxes. specifics about' what legisla-
He added, however, that tors might do on local aid.
legislators will make every The format did not allow for
effort to protect local aid. questions from the audience.
"We are trying to help The House Ways and ..
cities and towns," he said. Means Committee is ex-
'We understand the chal- pected to file its fiscal 2011
lenges you face.... Nobody budget recommendation in
in the building wants to cut mid - April.
By John Ouellette
day after
Gov. 1
Deval Patrick
told local off!- • ° °
cials that his
budget bill
would level -
fund the main local aid ac-
counts, House Ways and
Means Committee Chair
Charles Murphy warned local
officials that the state's budget
situation rarnainG unsettled.
".All I suggest to you folks is
dont go n'nni g out and
putting your budgets together"
based on local aid amounts in
the governors proposal, Mur-
phy said during the MMt3s
Annual Business Meeting on
Jan. 23 in Boston.
He said the state still faces
a $3 billion budget gap and
is only slowly emerging from
an economic crisis. While
state revenue collections are
House Ways and Means Commit
tee Chair Charles Murphy speaks
during the MMA's Annual Busi-
ness Meeting on Jan. 23.
showing modest growth, he
said, it's too early to tell if the
trend is reliable.
Even if revenue growth
does hit the 3.2 percent
benchmark for fiscal 2011
that state leaders are using
EPA eleases draft of new clean
_
cant source of water pollu -,
tion. The proposed permit
includes 'best management
practices," such as removing
illegal sewage connections to
storm. drains, street sweep-
ing, public education, and
steps to expand the filtra-
tion of storm water rather
than diverting storm water
Into sewer systems.
The federal Clean Water
Act requires that these per-
mits be re- evaluated every
five years to ensure that
they continue to protect the
environment. The previous
permit was issued •iii 2003.
The EPA is seeking.com-
ments on the draft MS4
permit until March 31. The
agency will hold a public
hearing on March 18 at.9
a.m. at the Thomas P.
O'Neill Federal Building in
Boston.
By Torn Philbin
n Jan. 27, the U.S.
Environmental Protec-
tion Agency announced new
pollution control measures
in a draft Clean Water per-
mit to reduce pollution from
storm water runoff' in 84
communities in Eastern
Massachusetts.
The draft permit would re-
quire communities to insti-
tute more advanced storm
water management programs
designed to reduce pollutants
that are discharged from
municipal storm drains.
These programs include the
monitoring of storm water
discharges, and measuring
and limiting the maximum
amounts of pollutants re-
leased to rivers, lakes and
bays.
Municipal storm sewer
systems (MS4s) collect rain
and snowmelt from streets
and drain them to rivers
and streams. Some sewage
lines or industrial dis-
charges can be improperly
connected to storm sewers,
however, leading to raw
sewage or other pollutants
reaching water bodies.
Discharges from MS4s
can include Infiltration from
cracked sanitary systems,
spills collected by drain out-
lets, or paint or motor oil
dumped directly into a
drain. These discharges con-
tribute bacteria, heavy met-
als, toxins, petroleum prod-
ucts, solvents, nutrients,
viruses and bacteria to
water bodies. The EPA has
found that illegal sewage
connections are major con-
tributors to pollution in New
England's rivers and
streams.
Last year, a group of
Massachusetts local officials,
including former MMA Presi-
dent Bruce Tobey, traveled
to Washington, D.C., .to
meet with top EPA officials
to express concern about a
number of unfunded federal
mandates,' assistances to
cities and towns,, and 'com-
munications. between the
EPA and communities.
The local officials told the
regional administrator for
the EPA s New England of-
fice that strict wastewater
and storm water standards
are placing a financial bur-
den on cities and towns at
a time when local budgets
are already stretched to the
limit.
In its draft permit, the
EPA has considered suc-
cessful efforts by cities and
towns to address a signifi-
TheSencon February 2010 Page 5
FINCOM FY10 Schedule
(All meetings are Wednesday at 7:30pm in Town Hall, unless noted)
2009
August 12 - regular meeting - August 12 Minutes
September 9 Financial Forum I (at the Senior Center) September 9 Minutes
FY10 budget review; FY 11 Budget process
September 30 regular meeting
October 14 Financial Forum II (at the Senior Center)
Capital Plan; FYl 1 preliminary revenues
November 9 Subsequent Town Meeting begins (Monday)
November 1S regular meeting
2010
February 10
Financial Forum III (at the Senior Center)
March 3
FYl l Budget Meetings — Benefits, Capital, Debt; Town Departments
March 10
FYI I Budget Meetings - School Department
March 17 ,
FYl 1 Budget Meetings — Town Departments
March 24
FYl 1 Budget Meetings — Town Meeting Warrant & budget discussion
March !31
FYI Budget Meetings — FINCOM votes warrant & budget
April 14
regular meeting
April 26
Annual Town Meeting begins(Monday)
May 12
regular meeting
June 30
Year -end meeting
J
02/10/2010 09:20' TOWN OF READING
blelacheur (YEAR -TO -DATE BUDGET REPORT
FOR 2010 13 .
ACCOUNTS FOR:
ORIGINAL APPROP TRANS /ADJSMTS REVISED BUD YTD EXPENDED
0401 DPW -TRASH SNOW STREET LIGHTING
0423 SNOW / ICE
CONTROL
144,517
0.
03 SALARIES
- 14235530 530420
PLC DETAIL
171.90*
14233511 511000
WAGES PERM
- 34,799.60
147.2%
8,000
0
11,971
0 11,971
14233511 515000
OVERTIME
6,521.43
18.5%
269,758.74
23,890.63
61,812
0 61,612
TOTAL SALARIES
14235540 540430
SALT
100.0.*
16,639.52
73,783
0 73,783
05 EXPENSES
0
0
0
14235530 530415
PLOW /HAUL
84,790.63
- 150,634.81
PG 1-
glytdbud
ENC /REQ AVAILABLE BUD % USED
2,305.44
.00
144,517
0.
144,517
- 14235530 530420
PLC DETAIL
171.90*
108,582.60.
.00"
- 34,799.60
147.2%
8,000
0
8,000
14235540 540000
SUPP /EQUIP
.00
6,521.43
18.5%
269,758.74
23,890.63
248,700
0
248,70.0
14235540 540430
SALT
100.0.*
16,639.52
.00
8,360.48
66.6%
0
0
0
14235548 548999
GASOLINE
84,790.63
- 150,634.81
130.11
565,844. 18
84,790.63
25,000
0
25,000
TOTAL EXPENSES
- 150,634.81
426,217
0
426,217
TOTAL SNOW
/ ICE CONTROL
500,000
0
500,000
TOTAL DPW -TRASH SNOW STREET
LIGHTING
500,000
0
500,000
TOTAL EXPENSES
_
500,000-
0
500,000
PG 1-
glytdbud
ENC /REQ AVAILABLE BUD % USED
2,305.44
.00
9,665.56
19.30
'106,277.16
.00
- 44,465.16
171.90*
108,582.60.
.00"
- 34,799.60
147.2%
169,384.75
.00
- 24,867.75
117.2.*
1,478.57
.00
6,521.43
18.5%
269,758.74
23,890.63
- 44,949.37
.00
60,900.D0
- 6.0,900.00
100.0.*
16,639.52
.00
8,360.48
66.6%
457,261.58
84,790.63
- 115,835.21
127.2%
565,844.18
84,790.63
- 150,634.81
130.11
565,844. 18
84,790.63
- 150,634.81
130.1%
565,844.18
84,790.63
- 150,634.81
Children's room — Shelving Repairs and reinforcement:
Three separate spans of shelving - one 5-', 24', and 36' - have pulled away from the
exterior walls in the children's 'room. Each unit is comprised of three low shelves of
books. The 185 linear feet of shelving hold approximately 3500 children's books.
This problem has existed for several years, but has recently become more pressing.
Custodians have reinforced the steel shelving with L brackets several times, but the fix
won't hold as the weight of the books (reduced by almost one -third on re- shelving) and
the old flooring continue to cause the book cases to lean in and bent the steel brackets
right away again.....
In the picture book area, where we thought there was a safety risk, we emptied the
shelves until they can be repaired. The books are temporarily shelved elsewhere and
other children's room collections have been relocated to the basement awaiting new
shelving. The replacement shelving will provide a long -term safe and secure fix for a
collection that is very heavily used by very young children and toddlers. We will be able
to reuse some of the individual parts of the current shelving with the new supports and
frames.
Both problem areas and the books are very heavily used by families with young children,
and school -age children, so there's a certain amount of urgency to our moving quickly to
resolve this.
I
MASSACHUSETTS
DMSER
RWOM!!'�s
IN
P 1N R.
February 1, 2010
Re: MRA Dividend, 2010
L (C 4S.
One Winthrop Square, Boston, MA 02110
617-426-7272 or 800-882-1498
Facsimile 617-426-9546 • www.ernila.org
C , � I tk C OVL•--
I.,
M
Dear NffLk Member:
At our annual meeting on January 23, 2010, MIIA announced,that-the Board of Director?'
of the NIIJU Property and Casualty Group, Inc. had declared $500,000 in Dividends.
Enclosed is a facsimile check showing the dividend amount awarded to You. You may
use this as a premium credit or, if you prefer; you-may request a check for this amount. In
either case, please make your request in writing. Coritact Greg McGrath at
grncgrath@mma:org (1-800-374-4405•ext. 256). If you wish to publicize .publi�i the dividend
award, I have enclosed a sample press release for your use.
It was also announced at the annual meeting that MM is continuing distribution of
$10,000,000 in Participation Credits over three years. Fiscal year 2011 will be the third
year of this distribution. This amount more than doubles Participation Credits granted
prior to FY2009. In addition, VIIJA granted a one-time $2,000,000 Participation Credit
retroactive to FY2009. This additional.amount was distributed in July 2009. Thus,,the
three -year Participation Credit total will be $12,0•,000,
The Participation Credit re
., qognizes the continuing commitment of many of our members
over several years, and recognizes the administrative savings to the program from these
loyal members. These credits will be applied to your Property & Liability and Workers,
Compensation premiums on policies effective July 1, 2010. Only members who remain
in the programfor fiscal. year 2011 are eligible to receive Participation Credits. The
credits will be shown in your invoice.
i for you'r loyalty
Thank YOU , and for your part in maintaining the excellent loss control and
safety records which. allows N411A to provide these savings to our members.
Sinter Y.
John Kelly
operations Manager
An Interlocal Service of the Massachusetts Municipal Association
PRESS RELEASE
MHA Announces 1500,000 Dividend
Continues Distribution- of $io Million Participation Credit
`MIIA Property and Casualty Group declared $500,000 in Dividends and -
continued distribution of $10,000,000 in Participation Credits announced in 2008. The
participation credit is being distributed over three ye'ars, fiscal years 2009, 2010 and
2011. Therefore, the credit for FY2011 will be more than $33M. Combined with the
$500,000 dividend, the total distribution for FY201.1'will be, over $3.8M.
In addition to the 3-year $10,000,000 participation credit, M11A also has
distributed an additional one-time $2,000,000 participation credit that applied
retroactively to fiscal year 2009. Thus, participation credits that will be provided in
FY2009, FY 2010 and FY20 11 now total $12,000,000.
. These participation credits and dividends benefit participants in MIIA's workers'
compensation and property & liability program's. The [NAME OF MEMBM is a
member of the [MIA workers' compensation program and/or the M11A property and
liability program] and has received a dividend in the amount of [AMOUNT -OF
DIVIDEND].
Total dividends and participation credits returned to MIIA members now exceed
$37-million!'
The dividend distributio, n of $500,000 confirms MHA's underlying philosophy
that municipalities and other public entities, through a cooperative effort, can reduce and
control workers' compensation insurance costs. MHA. is distributing this dividend to
eligible members immediately.
MHA introduced the Participation Credit several years ago to recognize the
continued commitment of many of our members and to recognize the administrative
savings to the program from these loyal membeis. The Participation Credit- will be
applied to reduce insurance premiums on policies effective July 1, 2010 (FY201 1) for
members who remain -in the programs for that fiscal year.
These credits and dividends, combined with discounted rates, offer members
substantial savings. In addition, MHA continues to expand its MIIA Rewards program, a
program that enabled MIIA members to earn more than $2M in additional credits against
FY2010 insurance costs. Members earn these credits by performing 'certain loss control
activities and attending training seminars offered by MHA.
G�J
The dividend and participation credit announcement was made during the M]IA.'s
annual business meeting on January 23rd, 2010. More than 350 public officials attended
the annual business meeting and luncheon, which is held during the Massachusetts
Municipal Association's annual meeting.
MIIA (which stands for the Massachusetts Interlocal Insurance Association) is the
private, non - profit insurance arm of the Massachusetts Municipal Association. Municipal
insurance is MIIA's only business. MIIA insures over 390 cities, towns, and other public
entities in Massachusetts.
OFJR?
y` Finance Committee Meeting.
September 30, 2009
639jINCD W Conference Room, Reading Town Hall
The meeting convened at 7:3 0 PM in the Conference Room of Town Hall.
FINCOM Members Present: Committee Chair George Hines, Matthew Wilson, Bryan Walsh, Marsie
West, David Greenfield, Tom White, Barry Berman and Kevin Leyne. Members Absent: Harold
Torman "
Also Present: Town Manager Peter Hechenbleikner, Assistan t To Manager/Finance Director Bob
LeLacheur
There being a quorum the Chair called the meeting to order at,7:30.
Other Business:
Bollard Replacement Cost
The Town Manager stated that about 8 -10 total bollards have be:
have been paid for by the auto insurance companies of the respoz
has recently instructed. staff to stop replacing bollards as they are
reviewing if the Town is able to continue to collectinsurance mo
downtown improvements.
Municipal Building Committee.,
A draft policy establishing a Munic
FINCOM's meeting packet. The M
what significant municipal iimprovc
also identify potential funding sour
the library, the possibility of all =dal
equipment or possibly a commumt
allow for a member of FINCQM to
of the, October meetings for discuss
ecked down and replacements
parties. The Board of Selectmen
ked down. Town Counsel is
n,&set'it aside for other
Building Commmittee (MB C) was provided on page two of
,would be composed of seven members who would determine
As or projects maybe needed within the next ten years and to
Some of the projects the MBC might. consider investigating are
idergatt for;il e schools, space for the cemetery division's
titer. The. MBC would be an ad -hoc committee which would
?.. This is a draft policy and is on the Selectmen's agenda for one
and.:then they may go through the formal adoption process.
Local Meals Tax Option
The Town Manager, informed th&committee that this is on the Selectmen's agenda for October 20th
and is also on the Town Meeting "Warrant for November (Article 11). Information and estimates of a
1 % meals tax was included in the meeting packet. Mr. LeLacheur explained that the State Department
of Revenue's (DOR) estimates based on a 1 % increase in the local meals tax is provided in the packet
but pointed out that these `estimates may not be accurate because the DOR data includes addresses for
meals tax returns but businesses that operate in more than one location, such as chain restaurants, only
file a single meals tax return instead of filing one for each location. DOR's findings are also based on
2007 data and Reading has had several new restaurants open and some have closed since that time.
Based on the DOR's 2007 data, Reading would collect approximately $175,898 but this number may
be high because of the large number of chain restaurants in town.
Mr. Greenfield believed the local meals tax is an appropriate option at this point in time and would
support it if the tax included an end date or a date at which the Town would reconsider whether to
l`.J
continue or discontinue the tax. Mr. White would like to further investigate other options before . .
implementing a meals tax. A couple members did not realize this was on -the Town Meeting Warrant
and asked if they should be voting on this article. Mr. LeLacheur said FINCOM will be expected to
vote on this Article but it can be at the next meeting, after the Financial Forum on October 14th. Ms.
West reminded the Committee that this was not a pure tax on everyone but only for people who make
the choice to eat out. Mr. Wilson believes the committee should be looking at this as a revenue
opportunity. Mr. Walsh asked if the neighboring Town's have a meal tax and asked for this
information before malting a decision. Further discussion continued about the local meals tax. Mr.
Hechenbleikner and Mr. LeLacheur will look into the neighboring town's audsee if they have a meals
tax and will have that information for the next meeting. Mr. Hines also asked for information as to
what exactly gets taxed, at what level does the meals tax kick in? The Town Manager said he would
also check with Town Counsel to see if the meals tax can have a sunset clause. The discussion and
vote will continue to the next meeting after the financial forum
FYI Budget Process
Page 18 of the handout shows proposed November Town IVleeting budget amendmentsfor F.Y2010.
There is a decrease in the health insurance costs due to the policy change, an increase in community
services wages budget due to the change.in Town Planner, aid an increase in the Veteran's Benefits in
the community services expenses budget. Town Meeting will' also vote a new School Department
budget to reflect the change of a federal grant that replaces the state ;aid.
Accommodated costs are shown on page 16 It as veryhard to make an accurate estimate for projected
Health Insurance because we don't know these'exact libfi bers until late January. Unemployment
benefits for FY2010 and FY2011 have increased`to $100,000and $105;000 which is more accurate
than the $55,000 initially projected, for FY2010. r
Mr. LeLacheur said the Toi
Financial Forum
One member asked if it has
explained that It Usuall`y tak
emphasized' the importance
will be reviewed in detail d
is
R
nt plans to have a free -cash estimate for the October 14th
eyed to teduce�the capital budget. The Town Manager
for things to change during economic downturns and
he capital levels in check. The capital and operating budgets
ber 10' at the Senior Center.
November Town Meeting Warrant
The Town Manager acid Assistant Town Manager summarized each Warrant Article. Mr. LeLacheur
recommended voting on each article on October 14th after the Financial Forum. He also noted that the
Board of Assessors is also considering updating the Town's software program and hiring a new
assessor who would be experienced in the new software. Ideally, the Board of Assessor's would like
to hire someone by January I"
Other
The Town Manager informed the group that there will be discussion about the Coordinator of
Volunteers position that was voted back into the FY 10 budget at Annual Town Meeting and discussion
about the Town's practice of plowing church parking lots will be on the Board of Selectmen's agenda
for next Tuesday October 6th.
Approval of Minutes
On a motion by Mr. Wilson, seconded by Mr. Greenfield, to accept the minutes for the meeting
dated June 24, 2009, as written. FINCOM voted 5-0-1 (Mr. Berman abstained).
On a motion by Mr. Leyne, seconded by Mr. Greenfiled, to approve the minutes for the meeting
dated August 12, 2009, as amended. FINCOM voted 5-0-1 r. Hines abstained).
dated September 9, 2009, as written. FINCOM voted 6-0-0 to approve.
Mr. LeLacheur told FINCOM that they would be discussing the capital budget at their next meeting or
during the Financial Forum.
Mr. Berman made a motion, seconded by
FINCOM 6-0-0 to adiourn.
Respectfully submitted,
Recording Secretary
OF J?
Finance Committee Meeting
October 14, 2009
�rs'9 ,H�oR4p4 "` Reading Senior Center
The meeting convened at 7:30 PM in the Senior Center
FINCOM Members Present: Committee Chair George Hines, Vice Chair David Greenfield, Barry
Berman, Kevin Leyne, Hal Torman, Bryan Walsh, Marsie West, Tom White and Matthew Wilson.
Also Present: Board of Selectmen Chair Ben Tafoya and members Steven Goidy, James Bonazoli, and
Camille Anthony; School Committee members Chuck Robinson, Karen Janowski, David Michaud and
Elaine Webb; Town Manager Peter Hechenbleikner, Assistant Town Manager/Finance Director Bob
LeLacheur, Town Accountant Gail LaPointe, Fire Chief Greg Burns, Police Chief Jim Cormier,
Library Director Ruth Urell, Library Assistant Director Doreta Socha, DPW Director Jeff Zagar, DPW
Business Manager Jane Kinsella, Interim School Superintendent` John Doherty, School Director of
Finance & Operations Mary DeLai, Vocational School „Committee merriber Marie Ferrari, Richard
Curtis, Bill Brown and Stephen Hagan from the Reading Advocate
There being a quorum the Chair called the meeting to order
FY09 Revenues
Town Accountant Gail LaPointe reviewed the
$400,000 over what was budgeted from varioi
permits and all other revenue sources. FY09 i
offset by the SFSF grant. The Town also expe
expected, $400,000 Federal,Prescription Insui
$250,000 in all other revenues
venues for FY09. :The net total for FY09 was
S.-sources such as building permits and health
d a $;l rmllion dollar cut in state aid but it was
50,000 loss'n Motor Vehicle excise tax than
idy (this, is a one time occurrence), and
FY09 Expenditures
The' Town was a total of $910,000 under budgeted expenses for FY09. The FINCOM had unused
Reserves of $100,000” he School department lead a $218,000 surplus to off set the 9 -C cuts from
January,,. and the municipal;government''. .had $385,000 in surplus above and beyond their April 9c cuts
done at, 6wn Meeting.
The reserves as of September 20'09 include $5,100,000 in free cash, $1,490,300 in the General
Stabilization Fund; and $150,000in FINCOM reserves to make a total of $6,740,300 total in reserves.
The total excludes stabilization fiends designated for specific purposes such as the Gateway Smart
Growth District adoi�ted> in 2007.
Projected FY11 Revenues:
Ms. LaPointe discussed the projected revenues for FY11 and how they will change from FY10.
Property taxes are projected to increase by $1.5 million, local revenues are expected to decrease by
$0.4 million, intergovernmental revenues are assumed to stay level because state aid is unknown at this
time, and total transfers and available are expected to decrease by $0.6 million resulting in a total
change of half a million dollars or a 0.7% decrease from FY10 to FY11. Mr. Berman asked why the
Town is budgeting for the same level of funding rather than less for FY11? Mr. Hines asked if the
federal stimulus funds will be available next year and the Town Manager responded that it all depends
on how the state decides to spend that money. Ms. Anthony asked why the federal stimulus money is
in the projected budget if we are not sure if any funds will be available. The Town Manager explained
that if we do get some federal stimulus money the Town can't spend it until it is appropriated and
therefore it should be included in the budget.
Accommodated Costs Update for FYI
Mr. LeLacheur reviewed the accommodated costs and explained that the health benefits are the biggest
unknown at this point in time because we won't have the exact numbers until January. The total
projected FYI accommodated costs is $25.7 million. A November financial forum may not be
necessary but if there is one we will know the results of the local meals tax vote, the status of the 9 -C
cuts in FYI 0, and we will know the Governor's FY10 revised budget by then.
Local Meals Tax Discussion
The FINCOM Chair explained that the local meals tax option cam& up during the September financial
forum and it was suggested to add this to the next financial forum,S'agenda. The FINCOM has
discussed this at their last meeting but have not voted on the issue and would like t6 hear from the
Selectmen; the School Committee and anyone else wishing to comment.
The Town Manager directed everyone to pages 6 -8 of the' provided handout which lists all the
establishments in Town that hold a common victualler's license-,and all would be subject to the tax if
implemented. A few others may be also be subject to the tax that is not included in the list. The packet
also includes Town Counsel's explanation of what constitutes a meal and what is and isn't taxable. To
address the FINCOM's question from their last meeting, a sunset claus,.,,,,o ,rlhe tax is not allowed
during the time of adoption but the Town can certainly rescind at any tune'. The rough estimate of a full
year's value is between $125,000 and $150,000
Board of Selectman Chair Ben`Tafoya expressed support for this'opporiunity to generate some money
for the Town. School Committee Chair Chuck Robinson expressed support emphasizing that the
money it would generate 'could be helpful to the schools ,especially since they have already had to lay-
off several positions and doesn't think-the" 1% tax will deter people from eating out. Mr.
Hechenbleikner, explained that`this is`a Local tax AhatJ§ collected by the state but then returned to the
localities. Mr White did`not believe this tax should be adopted and pointed out that the costs of various
items are increases along with other taxes. A few other members of the FINCOM and School
Committee also offered cornih'.ents in support` of the tax.
Mr. Tafoya announced that the' Selectmen will be discussing the meals tax on their October 20th
meeting agenda at.$,:30 PM.
Ms. Ferrari from the Northeast-Vocational School Committee presented information about the school's
budget. Town Meeting will �be voting on changes to the vocational school's budget in Article 4 in 11
November. Ms. Ferrari.distributed the school's FY 10 operating budget and a comparison between
Reading Memorial High School and the Northeast Vocational school showing the breakdown of per
pupil costs. FINCOM will need to make a recommendation to Town Meeting because the vocational.
school.'s budget has changed since the Annual Town Meeting approval.
Article 4:
On a motion by Mr. Greenfield and seconded by Ms. West, FINCOM voted to approve line B99
as written in the amount of $175,000 by a vote of 9 -0 -0.
On a motion by Ms. West and seconded by Mr. Torman, FINCOM voted to approve line D99 as
written in the amount of $60,000 for the Performance Contracting by a vote of 9 -0 -0.
On a motion by Mr. Torman and seconded by Mr. Greenfield, FINCOM voted to accept line E97
in the amount of $28;257 for the Northeast Vocational School by a vote of 0-8-1 (Mr. White
abstained). The vote does not carry.
Mr. Hechenbleikner and Mr. LeLacheur recommended that FINCOM wait to approve this budget item
until more information is available and more work has been done by the vocational school on their
budget.
On a motion by Ms. West, seconded by Mr. Greenfield, FINCOM voted to: approve line K91 in
the amount of $12,000 for the Community Services Wages by ,,a vote of 9 0 0;;,
On a motion by Ms. West, seconded by Mr. Walsh,, FINCOM voted to approve lu eX92 in the
amount of $50,000 for Community Services Expenses for Veteran's Benefits by a vote of 9 -0 -0.
On a motion by Mr. Berman, seconded Mr. Torman, FINCOM voted to accept line V99 as
written in the amount of $842,443 for the School Department byavote of 9 -0 -0.
On a motion by Mr. Berman, seconded by Mr. Torman, FINCOM voted to approve line C7 in
the amount of $75,000 for the Finance Department by a.,vote of 9-0-0.'
The Board of Assessor's have re(
includes the costs. of training `the"
very dated and not used by many
assessor who is fanular with,it.
last vacant so they intend to reply
program.
On a. motion ,made by Mr.
written Artcle;3 on the an
Leyne was abs'e t,41or this
Article 6:
1 to change the "existing assessing software system and also
arson hired for the position. The Town's existing software is
communities and therefore it will be very hard to find a new
handful of people-applied two years ago when the position was
software and then hire someone with experience using the new
'seconded by Ms. West, FINCOM voted to accept as
the Capital Improvements Plan by a vote of 8 -0 -0 (Mr.
On a motion by Mr. White, seconded by Mr. Greenfield, FINCOM voted to approve Article 6 as
written by a vote of 9 -0 -0.
Mr. Leyne will make the report to Town Meeting.
Article 7:
Article 7 was postponed to Annual Town Meeting in April.
3
Article 8:
On a motion made by Ms. West, seconded by Mr. Greenfield, FINCOM voted to accept Article 8
as written by a vote of 9-0-0.
Mr. White will make the report to Town Meeting on Article 8.
Article 11:
On a motion by Ms. West, seconded by M
tax in Article 12 as written by a vote of 8-
Mr. Wilson will make the report to Town M
Other Business:
One FINCOM meeting
voted to
on,P,,n1ciq*,I/-.
to approve the local meals
ppriove).
committee' of the open meeting law.
" !: * Town
Mr. LeLache.ii'r�"i6biin'de-d�.-th(,- Committee that Meeting is scheduled to begin on Monday
" th yl
November. '0 and ther'&"abe not meetinjs planned before then but email him, if anything comes up.
The briof:write ups for each Warrant ant Mtklle�ihould be sent to Bob by Monday October 19th.
I. . I arr
On a motion by Mr. Berman, secon e y d d b Ms. West, the FINCOM meeting was adjourned at
10:07 pm by a vote. of 9 -0 -0.
4
COIN QFRZg
Finance Committee Meeting
r November 9, 2009
s3.: "c o�4o�P Reading Memorial High School
The meeting convened at 7:00. PM in the Performing Arts Center at Reading Memorial High School.
FINCOM Members Present: Committee Chair George Hines, Barry Berman, Kevin Leyne, Hal
Torman, Bryan Walsh, Marsie West, Tom White and Matthew Wilson.
FINCOM Members Absent: Committee Vice Chair David Greenfield
Also Present: Assistant Town Manager/Finance Director Bob LeLacheur.
There being a quorum the Chair called the meeting to order at 7:1 PM.
Mr. Hines explained that new information about the proposed meals tax had come to: light since the
formal FINCOM vote on October 14th. In particular, if adopted the tax must remain in place for a
minimum of three years. He asked all members present if they wished to make a motion-16 'reconsider
their previous vote, and all members declined to do so.
Mr. Hines asked for interest in the new Municipal Building
to this new group.
On a motion by Mr. Berman, seconded by Air. Wilson ;I
as their liaison to the ad hoc Municipal Building Commi
inittee, and volunteered to be a liaison
COM voted to appoint George Hines
by., a vote of 7 -0 -1 (Hines abstaining).
meeting was adjourned at 7:20
1
Finance Committee Meeting
November 18, 2009
s39jIXCORp�R�� Conference Room, Reading Town Hall
The meeting convened at 7:30 PM in the Conference Room of Town Hall.
FINCOM Members Present: Committee Chair George Hines, Vice Chair David Greenfield, Barry
Berman, Kevin Leyne, Harold Torman, Bryan Walsh, Marsie West, Tom White and Matthew Wilson.
Also Present: Town Manager Peter Hechenbleikner, Assistant Town Manager/Finance Director Bob.
LeLacheur, Community Services Director /Town Planner Jean Delios,-Iibrary Director Ruth Urell,
Library Trustees David Hutchinson, Jeff Doucette and Vicki Yablonsky, residents Dave Talbot and
Rick Schaeffer.
There being a quorum the Chair called the meeting to order at 7:35 pm.
Other Business:
FY11 Budget process
The Assistant Town Manager reviewed the revenues assumptions' for FYI I which currently stand at
$68.9 million net of debt exclusion and MSBA debt payments. This-is-4- projected decline of 0.4%
versus FY10. The key assumptions are $11.43 million.in State Aid, or -, a 6.2 %o decline versus FY10;
and $337k in Federal ARRA funding, or a 60% :decline from FY10.
Projected Accommodated costs_are $25.25 million, oru-20X increase'from FY10 levels. The key
assumption is health insurance at +8% o. If the Town, School and Facilities departments all had zero
percent increases in their operating budgets (non - accommodated), a structural deficit of over $930k
exists in FYI 1, and under similar projections this increases in FY12 to $1.4 million.
On a motion by Marsie West seconded by David. Greenfield, to utilize up to $1 million of cash
reserves in order``to balance the FYl1 budget = nendin! no mid vear FY10 9c cuts, FINCOM
FY10 Northeast Metropohtau Regional Vocational School ( NMMVS) budget
The Assistant Town Manager reviewed the most recent (November 12, 2009) proposed FY10 budget
from the NIVIRVS School Committee. It is $861,935 lower than the previous proposal. Assessments to
cities and towns would increase by 1% instead of the prior 5.9 %, thereby saving $548,178. The
remaining shortfall in revenue is from state aid ($314,757). From an expense perspective, NMRVS
proposes to reduce energy and health insurance expenses, but does not change staffing levels or cut
other expenses. Continued lack of transparency in the budget process is noted. A December 1 takeover
by the state is deemed to be probable, and this budget may then be. imposed.
On a motion by Tom White, seconded by Bryan Walsh, to reject the most recent budget
submitted by the Northeast Vocational School Committee, FINCOM voted 9 -0 -0.
Library Building Update
The Library Board of Trustees presented FINCOM with a handout "Building Evaluation and
Recommendation ". They noted that community demand for services was still increasing, and the
1
r�
existing facility presented structural and technological challenges to meet these demands. They cited
the process used to gather facts and community input, and presented three possible options: renovate;
renovate and build addition; new building /new location. They noted the Adams & Smith LLC study
from May 2008 as background. Each approach was discussed, and the Trustees suggested that the
Town fund an architectural study and site design for the first two options. They estimated a cost of
$50k — 70k for such a study. Peter Hechenbleikner reminded the group about the Municipal Building
Committee, and the role it now plays.
November 30 — Special Town Meeting
At the request of some residents, FINCOM agreed to hear about the Special Town Meeting (STM),
even though they expected to play no formal role in zoning issues. They requested that all information
presented focus on.the financial implications of the STM. Community Services Director /Town Planner
Jean Delios gave an extensive presentation on the intent of the d propose zoning changes as well as the .
possible financial results. She showed the history of a two year process with many meetings along the
way that led to this STM. Residents Dave Talbot and Rick Schaeffer presented arguments against the
proposed zoning changes, including the possible cost of extra parking needed. FINCOM-,'chair George
Hines declared that there were not sufficient financial issuesat stake, and the rest of FINCOM agreed,
resulting in no motions or opinions for the STM.
Approval of Minutes
FINCOM deferred approval until the next meeting .
an Walsh made a motion, seconded by M .
Bry arsie
FINCOM 8 -0 -1 (Matt Wilson: = abstaining) to ad `ot
Respectfully submitted,
Rec
2
TOWN OF READING
Finance Committee Liaisons — as of 2102/2010
Name /Address/Email
Telephone
Liaison Assignments
58 Grand Street
George Hines ('05-'l 1), Chair.
617 -592 -6569 (C)
Board of Selectmen;
35 Grand Street
617 -532 -4217
Schools; Audit Committee;
gvhines@Nierizon.net
77 Sunnyside Ave
David Greenfield ('05 -`11)
781 -942 -2072 (H)
Accounting/Finance
192 Woburn Street
617 -664 -0417 (W)
Board of Selectmen
we4greens@comcast.net
3 Whitehall Lane
Audit Committee
Barry Berman ('07-'l 1)
781- 942- 7907(H)
Schools
54 Longview Road
781- 684- 5705(W)
RMLD
bcberinan@comcast.net
46 Grand St.
KevinLeyne('09 -'12)
781- 249 -0965
Community Services
34 Larch Lane
Matt Wilson ('07 -'10)
Public Safety
Kevin.lMe@verizon.net
n,verizon.net
Bryan Walsh ('08-'12)
781- 944 -2884 (H)
Economic Development
58 Grand Street
Public Safety
walshbl@v6rizon.net
Harold S. Torman ('03-'10)
781- 942 -2794 (H)
Public Works
77 Sunnyside Ave
Economic Development
Hal.Torman@lantheus.com
Marsie West ('03 -`09)
781- 942 -0604 (H)
Library
3 Whitehall Lane
617- 382 -2865 (W)
Accounting/Finance
west.m@mellon.com
Tom White ('07 -'10)
(781) 944- 6628(H)
RMLD
46 Grand St.
Public Works
ab�dwhite@yEiboo.com
Matt Wilson ('07 -'10)
(781) 942- 7544(H)
Community Services
385 Summer Ave.
(339) 927- 7122(W)
Library
wilson2958@hotmail.com
ADMINISTRATION
Peter Hechenbleikner
phechenbleikner@ci.reading.ma.us
ma.us
John Doherty
jdphefty@reading.kl2.ma.us
Gail LaPointe
glapointe(o,ci.reading_ma_us
Mary DeLai
mdelai@_reading.kl2.ma.us
Bob LeLacheur
blelacheur@ci.reading.ma.us
ma.us
942- 9043(W) Town Manager
944 =5800(W) Superintendent of Schools
942- 6604(W) Town Accountant
942- 5800(W) Director of Finance & H.R.
(Schools)
942- 6636(W) Asst. Town Manager/Finance
942- 9805(H) Director (Town)
Association of Town
Committees
One Winthrop Square.
Boston, MA 02110
617- 426 -7272 or 800 -882 -1498
r
r
Newsletter
December 2009
President's Letter by Pat Brusch, Belmont Advisory Committee Member
read the material, and return that signed form to the Town Clerk.
An additional requirement is that we all take a test (this can be
done on line, and instructions are with the material gas nito print
by the Town Clerk). All of us have to take this test, p A Pl
out the confirmation and send that to the Town Clerk by P
2010. (Don't stress about the test, it was not difficult to pass).
Third, there have been major changes to the Open Meeting Law,
and these become effective January 2010,' These changes will
affect the way we all do business. Many local officials have asked
their town counsel to explain the changes and answer questions.
If yours has not done so, I encourage you to ask for this. There
are clarifications on what can and• cannot be done via email,
posting of minutes, new requirements for posting topics for each
meeting, and many other things that we need to pay .attention to.
The new law makes Saturdays like Sundays with regard to
counting hours for posting of meetings. This is the topic of one
of the sessions at MMA's Annual Meeting.
Happy New Year to all of you. I hope you had an enjoyable
holiday season,
Busy times are ahead for all of us. While it appears that the
recession is ending, many states, including Massachusetts, are
experiencing serious difficulties. There are no easy answers, but
all of us are in this together.
Thanks to all of you who attended our Annual meeting in October,
We tried a new location, and the reviews were very positive. We
will plan to return to Franklin next fall.
There are three things I would like to alert all of you to as we
begin the new year and budget season. First, I encourage
everyone to attend the MMA Annual Meeting, January 22 and
23, The Governor will address attendees and will probably give us
some idea of what his budget will look like. His budget will be
presented the following week). There will be many workshops
presented that will help us with budgeting strategies, as well as
other topics that are important for us to be learn about. And
members of the ATFC board will be at the MMA trade show booth
on Friday January 22 between 12 and 2 pm. We will be
distributing our handbook and will be there o seen to any
questions. If you are there, please stop by us
By now all of you should have received a copy of the new Ethics
Law along with Conflict of Interest information. All cities and
towns are required to get this information to all employees and
members of all committees'and commissions Whether.volunteer
or not, if we are appointed by a town official, we are part of this.
We then have to sign. a form indicating that we have received and
As for the ATFC Governing Board, we will begin our monthly
meetings in February. Dates and times will be posted on the
MMA website.
We will be doing another series of regional works o p s 0) andng
These seminars generally begin late in the day
last about 2 hours. We include sandwiches and beverages and
there is no fee to attend; but we do ask for advance registration
If any of you would like to host one of these seminars in your
area, please let us know by contacting Denise at the MMA.
Rope to see many of you. at the MMA meeting in January.
ATFC Governin Board
Joanne Marden, Andover; Allan Tosti, Arlington; Pat Brusch, .
Belmont; Mary McBride, Billerica; Bruce Button, Concord; Paul
Joyce, Dedham; Martin Crowley, East Bridgewater; Kimberly Roy,
Halifax; Jennifer Gonzalez, Holbrook;
Richard Creem, Needham;
John Warren, Stoneham; Cinder McNerney, Swampscott: Staff:
MMA Senior Member Services Coordinator Denise Baker
MMA Annual Meeting, January 22 -23, 2010
The MMA's Annual Meeting P Trade Show offers a range of
professional development opportunities for local leaders.
This year's 30 Annual Meeting workshops will arm members with
the skills, tools and knowledge to move forward during these
difficult financial times.
Topics include an update from the Division of Local Services,
practical financing for redevelopment, and finance and budgeting
basics.
"Collective Bargaining Strategies for Health Insurance" will
discuss how two communities overcame obstacles to get
important, moneysaving changes in municipal health insurance.
The MMA Annual Meeting, to be held Jan. 22 and 23 in. Boston, is
the largest regular gathering of municipal officials in the state.
The event features the region's largest trade show, business
meetings, annual award presentations, receptions and other
activities.
The 2009 Annual Meeting & Trade Show was attended by more
than 1,100 local leaders and featured more than 200 exhibitors
at the Trade Show.
This year's Annual Meeting theme is "Local Leaders: Acting
Today, Building Tomorrow, Creating a Stronger Future."
Speakers include best - selling author Richard Florida and retired
New England Patriot Tedy Bruschi, Comedian Paul D'Angelo will
provide the entertainment at the closing banquet on Saturday.
All MMA Annual Meeting events will be held at the Hynes
Convention Center, with the exception of evening receptions and
banquet dinners, which will be held at the Sheraton Boston Hotel.
Early registration is advised.for the Annual Meeting. The two-day
registration rate is $140 for members and $250 for '
nonmembers. Onsite registration is $175 for members and $316
for nonmembers. Annual Meeting registration rates are being
held at the same level for the seventh straight year.
Program registration forms should be returned to the MMA by
mail or fax. Registrations cannot be accepted over the phone.
Reservations are also being accepted for the Women Elected
Municipal Officials Leadership Luncheon on Friday, Jan. 22, as
well as the Friday and Saturday evening dinners.
Those who plan to stay in Boston while attending the MMA
Annual Meeting are advised to make reservations at the host
hotel, the Sheraton Boston, as soon as possible.
The MMA has secured a special rate for meeting attendees: $155
for single occupancy or $165 for double occupancy. The reduced
rate is only available until Jan. 7, or until all the rooms set aside,
for the MMA have been filled. The reduced -rate rooms are
expected to sell out quickly, and reservations are accepted on a
first -come, first- served basis.
Hotel reservations are made directly through the Sheraton
Boston at (800) 325 -3535. Members may also register for a room
through the MMA Web site. A special link can be found in the
Hotel, Directions and Parking area of the Annual Meeting section.
The candidates for governor have been invited to take part in a For more information on the Annual Meeting, contact David K.
forum to be held on Saturday afternoon, Jan. 23. Costa (ext. 106), and for Trade Show information, contact Karen
LaPointe (ext. 154), both at the MMA.
_ F.og,.detailed,information on the meeting, visit www.mma.org.
ATFC at the MMA Annual meeting
The Association's board members will be at the MMA trade -show
booth at the annual meeting on Friday, January 22 from noon to
2 p.m.
They will be distributing copies of the Finance Committee
Handbook and talking to members about what types of services
the association should be focusing on during 2010. Come by and
visit us! .
There will be no business meeting of the ATFC at the conference
this year, All official business was conducted at'the October
meeting.
Members are invited to attend the breakfast and if interested,
may attend either the Selectmen's or Councillors' Association
Annual Town Meeting. Information on both will be available in
your program materials. Or you can sleep in, your choice)
Over 200 Attend Annual Meeting
Finance committee members from around the state attended the
annual meeting on Saturday, October 24. This year's event was
held at Tri- County regional high school in Franklin,.allowing the
association to reduce the registration fee by $15 per attendee.
The day began with a panel discussion on the impact the financial
climate is having on municipalities. It set the table for the rest
of the day's six educational workshops, Topics included:
budgeting 101, drafting and implementing financial policies,
school funding, regionalizing services, revenue forecasting and a
state budget update from MMA's Legislative Deputy Director
John Robertson. All materials from these sessions are available
for download at www.mma.org.
The 2010 Board of Directors was elected during the business
meeting, where a minor bylaw change was also approved.
The annual meeting continues to be the best daylong educational
opportunity for finance committee members. Next year's
program is already being planned.
2010 Governing Board Elected
At the Annual Meeting in October, the 2010 Governing Board was elected.
President: Pat Brusch, Belmont
First Vice President: Kim Roy, Halifax.
Second Vice President, John Warren, Stoneham
Treasurer, Al Tosti, Arlington
Directors: Joanne Marden, Andover; Mary McBride, Billerica; Bruce Button, Concord; Martin Crowley, East Bridgewater; Jennifer Gonzalez,
Holbrook; Richard Creem, Needham
Past Presidents: Paul Joyce, Dedham and Cinder McNerney, Swampscott
All officers are serving their second yearlong term. The bylaw change voted at the annual meeting allows members to serve multiple terms.
Spring Workshops — What's the Topic!
The association is planning to do more regional trainings next
spring. In 2009, we did 2 successful workshops.
The first was held in Boston at the MMA office during lunch,
allowing members who work in the city to grab a free lunch and
learn about a topic during their lunch hour, We had 30 people
attend, with MMA staff leading a presentation on federal
stimulus funding.
We also had success holding an early evening meeting in
Andover, focusing on library funding and certification.
We are again planning regional trainings and are asking you for
feedback on the topic. Please send an email to Denise Baker at
the MMA if there's a topic you think would be timely and useful
to members. `
increase of Purchasing Threshold Signed into Law
In late November, Gov. Deval Patrick signed a supplemental
budget bill that includes aprovision to raise the so-called micro-
procurement threshold in Chapter 149 from $1 to $5,000,
thereby requiring only the use of "sound business practices" for
procurements under that amount. [See Chapter 166 ofthe Acts of
2009, Section 30.]
The Legislature had passed the bill on Nov. 19.
The public construction reform law. passed in 2004 adjusted
several public bidding thresholds in state law, inadvertently
lowering from $5,000 to $1 the threshold that requires cities and
towns to solicit three written quotes for purchases. Since. that
time, the MMA and local officials across the state have sought to
return the threshold to $5,000. The Special Commission on Public
Construction Reform has also supported returning the threshold
to $5,000.
The MMA and local officials argued that the $1 threshold imposed
time and administrative burdens on all municipalities who need
to complete small building repairs, requiring them to bring in
more than one party to look at every job. The rule also prompted
the filing of numerous emergency waivers, which burdened the
Division of Capital Asset Management. And the requirement did
not take into account "sole source" items or situations where
fewer than three contractors are available.
r�
Property Tax Deadline Extended by 30 Days
On December 16, the.Legislature approved a bill that gives cities
and towns an extra month, if necessary, to send out quarterly
property tax bills.
The Department of Revenue has not been able to keep pace with
certification responsibilities it must execute in order for local
officials to set tax rates and mail out quarterly bills by Dec. 31.
DOR officials say that they should be able to complete their
certification process within the 30 additional days.
The mailing extension only applies in communities that accept
the legislation. Acceptance is by majority vote of the city or town
council, subject to the municipal charter, or the board of
selectmen.
The bill was supported by the MMA and the Massachusetts
Association of Assessing Officers. Similar legislation has been
enacted in past years,
Massachusetts Taxpayers' Foundation Publication
The MTF has published the 39th Edition of the Municipal It can be downloaded from the Foundation's website,
Financial Data booklet. It contains comprehensive financial data www.masstaxpayersfoundation.org or you can pick up a free copy
on every community as well as state -wide analysis. at the MMA Annual Meeting.
Resource: Massachusetts Budget and Policy Center
The Mass. Budget and Policy Center's website proclaims their focusing on transparency. They track longmterm trends in
goal is to provide independent research and analysis of state education, health care.and tax policy. MassBudget provides
budget and tax g policies, as well as economic issues, that affect independent research in many areas that affect local
low- and moderate income people in Massachusetts. government.
The center's Executive Director, Noah Berger, has been a guest The Center and its website, www.massbudget.org, are a great
speaker at our Annual. Meeting. resource,
The Center performs research and analysis on the state budget,
8008 Edition of the Finance Committee Handbook Available
The Finance Committee Handbook has been revised and is now The handbook reflects changes made to Massachusetts General
available to all member communities. Laws since the previous update in 2008.
This version includes updates to all chapters, notably school To request a copy, contact Jonelyn Langestein at the MMA.
finance, Proposition 2 `/E and cash management.
Best wishes for a Happy and Healthy New Year from the ATFC!
n
Page 1 of 3
LeLacheur, Bob
From: Schena, Paula
Sent: Tuesday; February 09,2010 4:46 PM
To: LeLacheur, Bob
Subject: FW: RE: I'm a Town Meeting Member from Precinct 7
Please copy to Fincom
From: Hechenbleikner, Peter
Sent: Tuesday, February 09, 2010 3:04 PM
To: Reading - Selectmen
Cc: Schena, Paula; LeLacheur, Bob
Subject: FW: RE: I'm a Town Meeting Member from Precinct 7
I/c Board of Selectmen
c FINCOM
Peter I. Hechenbleikner
Town Manager
Town of Reading
16 Lowell Street
Reading MA 01867
phone: 781 - 942 -9043
fax 781 - 942 -9071
web www.readingma.org
email townmana9er @ci.reading.ma.us
Please let us know how we are doing - fill out our brief customer service.survey at http://readingma-
su rvey.virtualtownhall. net/survey /sid/603ffd2e45471753/
From: LeLacheur, Bob
Sent: Tuesday, February 09, 2010 10 :19 AM
To: k.weldl @verizon.net
Cc: Hechenbleikner, Peter; Doherty, John
Subject: FW: RE: I'm a Town Meeting Member from Precinct 7
Hi Karl — sorry for the delay, I've had to ask a lot of different folks for this information and here's what I have:
1.)- What percentage of all town employees (meaning those who collect any type of pay from the town) DO
NOT live in Reading?
47% of current employees do not live in Reading. This figure is skewed slightly by a large number of
Reading residents that work at our elections — if you disregard them, the split is closer to 50% o in and
50% outside of Reading.
2.) What is the percentage increase in the town budget since 2006?
In FY06, the Reading general fund budget was $64.6 million. The tentative proposed FYll Reading
general fund budget is $71.9 million. This is an increase of $7.3 million, or 11.3% over five years (a bit
less that 2.2% annualized). The largest single factor in this increase has been.health insurance which
has increase by $2.2 million, or 39.7% (6.9% annualized). While high, this 6.9% is below recent
industry. figures due to significant benefit changes along'the way.
ni��innsn
Page 2 of 3
3
3.) How many positions have been eliminated for FYI 0 and proposed FYI 1?
RAILD eliminated 3 positions in FYIO and the FY11 budget is in progress. Their funding is from
ratepayers spread across four towns and very distinct from Reading town government/school
department. The town and schools combined have eliminated 22.7 FTEs in the FYIO budget and have
proposed to eliminate another 8.3 FTEs in the FYI I budget.
Thanks,
Bob LeLacheur
Assistant Town Manager/Finance Director
781-942-6636
From: Hechenbleikner, Peter
Sent: Thursday, February 04, 2010 8:28 AM
To: LeLacheur, Bob
Subject: FW: RE: I'm a Town Meeting Member from Precinct 7
Peter I. Hechenbleikner
Town Manager
Town of Reading
16 Lowell Street
Reading MA 01867
phone: 781-942-9043
fax 781-942-9071
web ww.w.readingma.org
email townmanaqer ci.readina.ma.us
Please let us know how we are doing -fill out our brief customer service survey at hftp://readingma-
survey. virtualtownhall.net/survev/sid/603ffd2e45471753/
From: k.weldl@verizon.net [mailto:k.weld1@verizon.net]
Sent: Wednesday, February 03, 2010 5:20 PM
To: Hechenbleikner, Peter
Subject: Re: ,RE: I'm a Town Meeting Member from Precinct 7
Thank you Peter. Yes, all people, who work for or are paid by the town. (Income and/or benefits)
On Feb j, 2010, Hechenbleikner, Peter <phechenbleikner@ci.reading.ma.us>, wrote:
I'll have the Assistant Town Manager get as much of the information as you requested together for you. I assume
your request includes Town, School, and Light Department.
Peter I. Hechenbleikner
Town Manager
Town of Reading
16 Lowell Street
Reading MA 01867
phone: 781-942-9043
fax 781-942-9071
web www.readfn-qma.b'rq
?/1 ?/?()l
Page 3 of 3
email townmana er ci.readinq.ma.us
Please let us know how we are doing - fill out our brief customer service survey at http:f/readingma-
survey.virtualtownhall.net/survev/sid/603ffd2e45471753/
From: [Tailto:k.weld1@verizon.net]
Sent: Wednesday, February 03, 2010 3:27 PM
To: Reading - Selectmen
Subject: I'm a Town Meeting Member from Precinct, 7
Hello,
I have some questions that I would like answered.
1.) What percentage of all town employees (meaning those who collect any type of pay from the town) DO
NOT live in Reading?
2.) What is the percentage increase in the town budget since 2006?
3.) How many positions have been eliminated for FY 10 and proposed FY 11 ?
If I could get the answers to these questions I'd appreciate it.
Karl Weld
Town Meeting Member, Precinct 7
2/12/2010