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FINCOM MINUTES 04-27-2015 Mtg Handouts
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Source page 1
Town of Canton
Finance Committee Meeting — Monday, April 27, 2015
List of Meeting Handouts
Please note: These meeting handouts may also be found on the Town's website under the Posted
Minutes section (Laser Fiche).
Agenda (1 page).
Fiscal 2016 Cherry Sheet Comparison, dated 4/22/15, provided by Jim Murgia, Finance Director
(1 page).
Email from Bob Golledge to the Finance Committee, dated April 27, 2015 (1 page).
FY16 Budget Recommendation Recap, April 24, 2015, provided by Barry Nectow, School Business
Administrator (2 pages).
Start Time Committee Transportation Analysis/Operating Budget Impact, dated April 27, 2015, provided
by Barry Nectow, School Business Administrator (2 pages).
New Motion — Article 12 Motion 10 - $540,000 for six school buses, dated April 23, 2015, provided by
Barry Nectow (1 page).
Operating Results as of March 31, 2015, dated April 17, 2015, provided by Jim Murgia, Finance Director
(8 pages).
Email from Tracy Kenney regarding Summary of the Conflict of Interest Law for Municipal Employees and
Municipal Employee Online Training Program, dated April 3, 2015 (1 page).
Email from Jim Sims to the Finance Committee regarding Pre ATM Meeting Summary (2 pages).
List of Finance Committee Members dated April 27, 2015 (1 page).
Copy of Finance Committee By-Law, dated 2014 edition (3 pages).
FINCOM Minutes 04-27-2015 Page 6 of 6 04/28/2015
Printed on 5/11/15Source page 2
Agenda
Town of Canton — Finance Committee
Monday, April 27, 2015 at 7:00 p.m.
Rob Barker
Canton Public Library — Community Meeting Room
786 Washington Street, Canton, MA Sepp Bergschneider
Jim Casamento
Minutes: Primary/Alternate - Sepp Bergschneider / Jim Casamento Jerry Dorfman
(times are approximate)
Nichola Gallagher
7:00 p.m. Call Meeting to order Dianne Gustafson
Stephanie Leach
New Business:
Tim McKenna
7:00 p.m. FY16 Cherry Sheet Information / Updated State Aid - $136,208
Jim Murgia, Finance Director Barbara Saint Andre
7:10 p.m. Request for Additional Funding for FY16 Operating Budget & Capital Request
Jim Sims
For 6 buses — School Department/School Committee
Jeff Granatino, Superintendent of Canton Public Schools
Diane Wolff
Barry Nectow, School Business Administrator
7:30 p.m. Vote on School FY16 Operating Budget Request & Capital Request Vacancy
7:35 p.m. FY15 Operating Results as of March 31, 2015
Jim Murgia, Finance Director
7:40 p.m. Pre-Town ATM/STM Meeting held on April 15, 2015 — discussion
Jim Sims/Jim Murgia
Coverage of First Night of Town Meeting/Special Town Meeting
New Officials Forum —June 2, 2015, Marlborough
Conflict of Interest Law — Acknowledgement of Receipt/On-line Training
Committee Members — Term Expirations
Other Business: Liaison Reports
Minutes to be approved: March 30, 2015
April 2, 2015
April 8, 2015
April 9, 2015
Next Meeting Date: To be determined
Public Announcements/Public Comment
Adjourn
If a topic becomes known prior to 48 hours before the scheduled meeting, the Committee will update this posting. The Committee
may also discuss a topic or topics not reasonably anticipated by the Chair or the Committee 48 hours before the meeting.
Agendas Subject to Change
FINCOM Agenda 0427201 5.docSource page 3
Fiscal 2016 Cherry Sheet Comparison
Variance between
FY2016 FY2016 Revenue House Budget &
FY2015 Cherry Governor's FY2016 House Committee Revenue
Sheet Estimate Budget Proposal Budget Proposal Recommendation Committee
Education:
Chapter 70 4,936,587 5,084,405 5,084,405 5,010,587 73,818
Charter Tuition Reimbursement 8,930 12,678 21,008 8,930 12,078
Sub-total, All Education Items: 4,945,517 5,097,083 5,105,413 5,019,517 85,896
General Government:
Unrestricted Gen Gov't Aid 1,908,176 1,976,870 1,976,870 1,908,176 68,694
Veterans Benefits 150,409 143,237 143,237 150,409 -7,172
State Owned Land 37,903 37,903 37,903 37,903 0
Exemp: VBS and Elderly 146,418 146,027 146,027 146,418 -391
Sub-Total, All General Government 2,242,906 2,304,037 2,304,037 2,242,906 61,131
°tar stimated Receipts 7,188,423 7,401,120 7,409,450 7,262,423 147,027
County Assessments:
County Tax 199,266 201,584 201,584 201,584
State Assessments and Charges:
Mosquito Control Projects 91,650 94,393 94,393 94,393
Air Pollution Districts 7,843 8,002 8,002 8,002
Metropolitan Area Planning Council 1 10,966 10,994 10,994 10,994 0
RMV Non-Renewal Surcharge 1 26,620 26,620 26,620 26,620
----
MBTA 466,735 475,852 475,852 475,852
Special Education 29,288 45,541 45,541 45,541
School Choice Sending Tuition 1 6,700 5,000 5,000 5,000
r
Charter School Sending Tuition 1 111,645 73,171 83,990 73,171 10,819
i
Total State Assessments and Charges 751 447 739 573 750 392 739 t__T
573 10 819
Total Estimated State & County Charges 950,713 941,157 951,976 941,157 f0,819
Net State Aid 6,237,710 6,459,963 6,457,474 6,321;266 136,208
Fy 16 cherry sheets per House.xisx 4/22/2015Source page 4
Z I
Jones, Ellen
From: Bob Golledge <bob@golledgestrategies.com>
Sent: Monday, April 27, 2015 3:29 PM
To: Jones, Ellen
Cc: Barbara Saint Andre; Dianne Gustafson; Jerry Dorfman; Jim Casamento; Jim Sims;
Nichola Gallagher; Rob Barker; Robert Barker; s_leach17@yahoo.com; Sepp
Bergschneider; Tim McKenna; Murgia, James R.; Granatino, Jeff
(granatinoj@cantonma.org); Nectow, Barry; Canton Community Television; David Wells;
Reuki Schutt; John Bonnanzio; Loughran, Mike; BKaccount
Subject: Re: agenda - April 27, 2015 - Finance Committee mtg.
Dear Finance Committee:
I apologize in advance that I will be unable to attend the meeting this evening, as I have a work related meeting that I can not move, however
the Superintendent and the Business Manager will be in attendance to answer any questions and go over any specific details.
I am very pleased, as a result of recent updates and efforts by the Town Finance Director and others, that delta between the budget number
that the School Committee most recently voted and the "Town target" is $65,800.
As we have discussed in recent weeks, with the Finance Committee, Board of Selectman and the Capital Planning Committee, the School
Committee is striving to tackle two significant challenges in the budget this year, which we believe will have meaningful and immediate and
positive educational benefits to our students - adjusting the start time, particularly for high school students and reducing the number of
classes throughout the district that have class size above 24 per class, many of which have between 27-29 students per class. Through the
proposed School Committee budget, which requires increased operating and capital costs to change the start time (including purchasing
buses) and increasing the number of FTEs throughout the district by 12.8, we will be making great progress on both of these priorities,
although we'll still have a way to go to in the future to reduce class sizes and the number of "combined classes" at the high school.
Thank you for your ongoing efforts and commitment to the Town and the School District. I know that you will be going in to further detail on
the costs associated with the school buses and start time this evening. Recognizing that the School Committee has reduced the budget request
by more than $700k from what was originally voted on for the school budget and the two high priorities outlined above, I'm hoping that the
existing delta of $65,800 can be bridged as we approach town meeting.
Finally, after the Capital Planning Committee meeting, where they voted to support the School Committee's capital request to purchase the
school buses ($540K), I'm hoping that the Fincom can vote tonight to support this request also.
Please don't hesitate to contact me directly with any follow up questions or comments and again I apologize for my scheduleing conflict this
evening.
Regards, Bob
Bob Golledge
Golledge Strategies & Solutions L1_,C
20 Morton Street
Canton, MA 02021
781.915.4181
BobAGolledgeStrategies.com
On Thu, Apr 23, 2015 at 10:36 AM, Jones, Ellen <ebigwood@town.canton.ma.us> wrote:
Hello,
1Source page 5
1 FY16 Canton Public Schools 1/22/2015 SC Voted - Sent to
2 Superintendent's Budget Request TH on 01-23-2015
3
4
GMS
65 Late Bus Supervisor $2,940
66 Increase to Wellness Equipment, Supplies and Materials $1,099
67 Increase to Instructional Materials - All Departments
68 Chromebooks and Cart $8,500
69 Automated External Defibrillator for GMS Gymnasium $1,600
70
71 $20,639
72 Elementary FTE
73 0.5 FTE Secretary at JFK .
$14,603 0,50
74 0.5 FTE Technology Teacher - Hansen (Net of Current Non-Certified Position) $6,953
75 0.5 FTE Technology Teacher - JFK (Net of Current Non-Certified Position) $6,953
76 0.5 FTE Technology Teacher - Luce (Net of Current Non-Certified Position) $6,953
77 0.2 FTE Library Aide - JFK $4,960 0,20
78 Elementary/Preschool Webmaster Stipend (4 @ $1,000) .
$4,000
79 Journey Materials - Hansen $7,000
80 Journey Materials - JFK $4,500
81 Journey Materials - Luce $11,700
82 Envisions Materials - Hansen $7,000
83 Envisions Materials - JFK $7,000
84 Envisions Materials - Luce $7,000
85 Increase PPE - Visual Arts - Hansen $205
86 Increase PPE - Visual Arts - JFK $176
87 Increase PPE - Visual Arts - Luce $259
88 Increase to Performing Arts Supplies, Materials, Equipment and Repairs - JFK $200
89 Increase to Wellness Dept. Supplies, Materials and Renewals - Hansen • $695
90 Increase to Wellness Dept. Supplies, Materials and Renewals - JFK $661
91 .
92 $90,817 ,
93 Rodman
94
95 $0
96 Special Education
97 1.0 FTE Speech Language Assistant at CHS $34,093 1.00
98 1.0 FTE Kindergarten SPED Teacher at Hansen $59,305 1.00
99 $93,398
100
101 Miscellaneous
102
1030.5 FTE Inc./Upgrade to Administrative Assistant - Bus. Off, $25,000 0.50
104 Civil Rights Coordinator Stipends (Hansen, Luce, JFK, GMS - $1,000 each) $4,000
105 Increase Substitute Rate - Certified - $77.00/$81.00; Non-Certified - $72.00/$75.00 $17,500
106 Restore Instructional Supplies - District-wide $40,000
107 Increase to Existing Transportation Budget ($324/Day/Bus to $329/Day/Bus) $10,400
108 Increase to Transportation Budget by 6 Buses $355,320 1.03%
109 Typing Pal - GMS, Hansen, JFK, Luce $1,725
110 Study Island - Hansen, JFK, Luce $7,500
111 Curriculum and Instruction Supplies: PD, Title I, STEAM $4,300
112 $465,745
HAFY16 superintendents request as of 02-09-2015
2Source page 6
A 1 FY16 Canton Public Schools 1/22/2015 SC Voted - Sent to 2 Superintendent's Budget Request TH on 01-23-2015 3 _4 113 114 Total - Priority - Level II $713,751 2.07% 16.70 115 116 Total Priority - Level I & II - Line 176 Column J $1,539,369 4.45% 117 118 Total Budget Increase Requested - Line 491 Column J $2,600,382 7.52% 119 120 FY16 Operating Budget Request - Line 496 Column K $37,159,637 121 122 FY16 Finance Director Preliminary Target $35,780,908 3.53% Hi\FY16 superintendents request as of 02-09-2015 3
Source page 7
A I E
1 Start Time Committee Transportation Analysis
2 Operating Budget Impact
3
4 Option 3
Purchase bus with our
5 Description drivers W/ Fee Increase
6
7 # Of Buses 6
8
9 , Payment to Vendor
10
11 Labor $157,589,39
12
13 Benefits
14
15 Fuel $30,000.00
16
17 Maintenance $12,000.00
18
19 Insurance $6,000.00
20
21 Administrative $30,000.00
22
23 Supplies and Materials $2,500.00
24
25 Total Additional Costs $238,089.39
26
27 , Revenue Offset $61,150.00
28
29 Net Increase to Operating Budget $176,939.39
30
31 Revenue
36
37 # of Riders 2,242
38
39 # of Fee Paying Riders 1,223
40
41 Current Fee $200.00
42
43 New Fee $250.00
44
45 Old Revenue $244,600.00
46
47 New Revenue $305,750.00
48
49 Revenue Increase $61,150.00
AP
50
$26.53 O‘All
51 Hourly Rate
HNANC R
52 # of hours/day 5.5
53 IDays/year 180Source page 8
Jones, Ellen
From: Barry Nectow <nectowb@cantonma.org>
Sent: Monday, April 27, 201.5 1.2:06 PM
To: ghdorfman@gmail.com
Cc: Nichola.Gallagher@statestreet.com; diannegus@verizon,net; Jones, Ellen;
bsaintandre@petrinilaw.com; jwcasa406@gmail.com; jimsims@rcn.com;
rhbarkerjr@schaybarker.com; robert.barker@genzyme.com; s_leach17@yahoo.com;
seppb12@hotmail.com; timothymckenna70@live.com; Murgia, James R.;
granatinoj@cantonma.org; bob@golledgestrategies.com; Canton.TV@comcast.net;
DVDWLLS@aol.com
Subject: Re: Finance Committee Meeting - Monday, April 27, 2015 7:00 p.m. at the LIBR
Attachments: Start time bus analysis as of 04-27-2015.pdf
Good morning:
The cost to the operating budget to institute the start time change is $177,000. I have attached to this email a
breakdown of the line item costs.
The $297,000 (now $286,000) you referenced was the shortfall between the FINCOM and School Department budgets.
The cost to purchase the 6 buses using long term debt capital is $540,000.
If you have any further questions, please let me know.
Thanks.
APR 72015
Barry
Barry S. Nectow
School Business Administrator
Canton Public Schools
(781) - 821 - 5060 X1245
Canton Public Schools do not discriminate on the basis of race, color, religion, national origin, gender identity, sex,
sexual orientation, age, or disability.
NOTICE OF CONFIDENTIALITY: This transmission is intended only for the addressee(s) listed above, and may contain
information that is confidential. If you are not the addressee, any use, disclosure, forwarding, copying or other
communication of the contents of this transmission is prohibited without permission. If this message was received in
error, please delete the message immediately and notify the sender. This transmission and any replies are subject to
archiving and public records requests in compliance with Massachusetts and federal law.
g dorfman <ghdorfman@gmail.com> on Friday, April 24, 2015 at 2:45 PM -0400 wrote:
>Hi Barry,
>During our April 4/16/15 meeting I believe it was stated that the cost
1Source page 9
NEW MOTION
ARTICLE 12 MOTION 10
MOVED: That Five Hundred Forty Thousand Dollars ($540,000) be appropriated to
be spent by the School Committee to purchase six (6) school buses and to meet said
appropriation the Town Treasurer, with the approval of the Board of Selectmen, be
authorized to borrow, pursuant to any applicable statute or any other enabling authority as
may be, the sum of Five Hundred Forty Thousand Dollars ($540,000) and to issue bonds
and notes of the town therefore.
APR
TOVVNSource page 10
Tam of Canton, a55a0145ctt5
DEPARTMENT OF FINANCE
KATHLEEN D. BUTTERS
MEMORIAL HALL TOWN ACCOUNTANT
801 WASHINGTON STREET kbutters@town.canton.ma.us
CANTON, MA 02021 (781) 575-6605
JAMES R. MURGIA PHONE: 781-575-6610
FINANCE DIRECTOR FAX: 781-575-6608 SUSAN E. DESJARDINS
jmurgia@town.canton.ma.us town.canton.ma.us ASST. TREASURER/COLLECTOR
(781) 575-6612 sdesjardins@town.canton.ma.us
(781) 821-5006
MEMORANDUM
LOUIS M. JUTRAS
INFORMATION
TO: Board of Selectmen SYSTEMS MANAGER
FROM: Jim Murgia, Finance Director ljutras@town.canton.ma.us
(781) 821-5069
DATE: April 17, 2015
SUBJECT: Operating Results as of March 31, 2015
Attached for your review are three reports showing the general fund's revenues and expenditures for the
first nine months of fiscal 2015, as of March 31, 2015.
The summary report compares actual revenue and expenditures as of March 31, 2015 against budget.
We budgeted an $801,000 operating deficit due to free cash being used for streets and sidewalks
($500,000), Hansen School addition ($250,000) and OPEB ($51,000). The actual operating surplus for
the first nine months of fiscal 2015 amounted to $2.4 million as shown on this summary. Last year's first
nine months surplus amounted to $3.2 million.
In July we paid Norfolk County Retirement System $3.5 million to fund our fiscal 2015 pension
assessment. By making one annual payment, instead of two semi-annual payments, we saved over
$70,000. This payment is included in the Fixed Costs total expenditures for the nine months.
The revenue report (2 pages) shows revenue for the first nine months totaled $62.5 million. This amount
represents 79.2% of the budgeted revenue for fiscal 2015, which is more than expected after nine months
into the fiscal year. Revenue for the first half of fiscal 2015 is also 2.6% more than last year's first nine
months total of $60.9 million.
Local Receipts as of March 31, 2015 totaled $6.2 million or 5.5% more than was budgeted for fiscal 2015.
Motor vehicle excise tax and Permits revenue have contributed to this favorable situation.
The expenditure report (4 pages) shows departmental operating expenditures for the first nine months of
the year, compared to a year ago. Including encumbrances these expenditures totaled $58.6 million or
75.1% of budget as of March 31, 2015. Actual expenditures for the first nine months amount to
$55.6 million, which is $1.2 million more than a year ago.
I hope you will find this information to be useful. If you have any questions or comments, please let me
know.
JRM/ej
Attachments
cc: Kathy Butters, Town Accountant
William T. Friel, Town Administrator
Bob Golledge, Chairman, School Committee
Jeff Granatino, School Superintendent
Barry Nectow, School Business Administrator
Barbara Saint Andre, Acting Chair, Finance CommitteeSource page 11
SUMMARY OF REVENUES AND EXPENDITURES
FY 2015 Fy 15 Actuals Actuals as
Revised Budget as of 3/31/15 % of Budget
GENERAL FUND REVENUES:
PROPERTY TAX REVENUE 63,173,500 48,533,454 76.8%
STATE AID 7,599,730 5,777,601 76.0%
LOCAL RECEIPTS 5,834,907 6,158,536 105.5%
TRANSFERS FROM OTHER FUNDS 2,270,348 1,691,068 74.5%
TAX TITLE / FORECLOSURE REVENUE 0 292,434 0.0%
TOTAL REVENUES 78,878,485 -; 62,453,093 79.2%
GENERAL FUND EXPENDITURES: 1
SCHOOL EXPENSES 34,548,305 24,408,582 70.7%
MUNICIPAL EXPENSES 17,434,371 12,618,808 73.0%
FIXED COSTS 24,998,277 20,905,448 83.1%
1
TOTAL OPERATING EXPENSES 76,980,953 — 57,932,838 75.3%
CASH CAPITAL EXPENDITURES 1,750,000 J 1,479,846 84.6%
TRANSFERS TO STABILIZATION FUNDS 0 ' 0.0%
SPECIAL APPROPRIATIONS 0 0 0.0%
,
STATE & COUNTY CHARGES 948,532 592,479 62.5%
TOTAL EXPENDITURES 79,679,485 60,005,163 75.3%
OPERATING SURPLUS/(DEFICIT) - GENERAL FUND (801,000) 2,447,930 0.0%
ATM DATA.xlsx summary 4/9/2015Source page 12
TOWN OF CANTON, MA
REVENUE REPORT
SUMMARY OF REVENUE ACCOUNTS FOR FUND
As of March 31
FY 2015 FY 2015 FY 2015 % OF FY 2014 FY 2015 YTD ACTUAL vs.
ORIGINAL REVISED YTD ANNUAL YTD FY 2014 YTD ACTUAL
BUDGET BUDGET ACTUAL BUDGET ACTUAL $$ VARIANCE % VARIANCE
01-PROPERTY TAXES
10011 PERSONAL PROPERTY TAXES 3,800,000 3,800,000 3,196,590 2,818,773 377,817
84.1 13.4
10012 REAL ESTATE TAXES 59,373,500 59,373,500 45,336,864 43,965,577 1,371,287
76.4 3.1
TOTAL: 01-PROPERTY TAXES 63,173,500 63,173,500 48,533,454 76.8 46,784,350 1,749,104 3.7
02-LOCAL RECEIPTS
10015 MOTOR VEHICLE EXCISE 3,100,000 3,100,000 3,459,623 111.6 3,255,049 204,574 6.3
10016 OTHER EXCISE-HOTEL/MEALS TAX 650,000 650,000 445,625 68.6 435,028 10,598 2.4
10017 PENALTIES & INTEREST 300,000 300,000 206,547 68.8 243,084 (36,537) (15.0)
10018 PAYMENTS IN LIEU OF TAXES 219,907 219,907 222,149 101.0 214,543 7,606 3.5
10032 FEES 150,000 150,000 105,236 120,029 (14,793) (12.3)
70.2
10036 RENTALS 200,000 200,000 222,630 111.3 178,566 44,064 24.7
10037 OTHER DEPARTMENT REVENUE 60,000 60,000 87,987 146.6 54,603 33,384 61.1
10041 ALCOHOL LICENSES 70,000 70,000 74,120 105.9 70,825 3,295 4.7
10042 OTHER LICENSES 80,000 80,000 59,685 74.6 71,235 (11,550) (16.2)
10045 PERMITS 500,000 500,000 863,002 359,561 503,441 140.0
172.6
10077 FINES AND FORFEITS 100,000 100,000 87,582 87.6 106,721 (19,139) (17.9)
10082 EARNINGS ON INVESTMENTS 80,000 80,000 52,560 65.7 61,298 (8,738) (14.3)
10084 OTHER MISC. REVENUE 25,000 25,000 32,175 128.7 32,345 (171) (0.5)
10085 REIMBURSEMENTS 300,000 300,000 239,615 79.9 213,536 26,078 12.2
TOTAL: 02-LOCAL RECEIPTS 5,834,907 5,834,907 6,158,536 105.5 5,686,475 472,060 8.3
03-STATE AID
10062 EDUCATION DIST & REIMB. 5,409,021 5,409,021 4,161,311 76.9 4,038,878 122,433 3.0
10066 GEN GVMT REIMB & DISTRIB 2,190,709 2,190,709 1,616,290 73.8 1,736,439 (120,149) (6.9)
TOTAL: 03-STATE AID 7,599,730 7,599,730 5,777,601 76.0 5,775,317 2,284 0.0
04-TRNS. FROM OTHER FUNDS
10097 OTHER FIN SRC-TRANSFERS 2,270,348 2,270,348 1,691,068 74.5 1,932,833 (241,765) (12.5)
W\Munis\MCR Library\Budget reports\Canton Revenue Report.rpt Page 1 of 2 4/9/2015Source page 13
TOWN OF CANTON, MA
REVENUE REPORT
SUMMARY OF REVENUE ACCOUNTS FOR FUND
As of March 31
FY 2015 FY 2015 FY 2015 % OF FY 2014 FY 2015 YTD ACTUAL vs.
ORIGINAL REVISED YTD ANNUAL YTD FY 2014 YTD ACTUAL
BUDGET BUDGET ACTUAL BUDGET ACTUAL $$ VARIANCE % VARIANCE
TOTAL: 04-TRNS. FROM OTHER FUNDS 2,270,348 2,270,348 1,691,068 74.5 1,932,833 (241,765) (12.5)
05-TAX LIENS/FORECLOSURES
10014 TAX LIENS/TAX TITLES 0 0 292,434 0.0 704,125 (411,691) (58.5)
TOTAL: 05-TAX LIENS/FORECLOSURES 0 0 292,434 0.0 704,125 (411,691) (58.5)
GRAND TOTAL 78,878,485 78,878,485 62,453,093 79.2 60,883,100 1,569,993 2.6
W:\Munis\MCR Library\Budget reports\Canton Revenue Report.rpt Page 2 of 2 4/9/2015Source page 14
TOWN OF CANTON
OPERATING EXPENSES BY VOTING CATEGORY
FUND 100 EXCLUDING ARTICLES
As of March 31 for Fiscal Years 2014 - 2015 FISCAL YEAR 2014
ORIGINAL REVISED EXPENDED YTD % OF TOTAL % OF REMAINING % OF REVISED EXPENDED % OF
BUDGET BUDGET THRU BUDGET EXPENDED & BUDGET BUDGET BUDGET BUDGET Y-T-D BUDGET
FY 15 FY15 March 31 FY 15 ENCUM. YTD FY 15 FY 15 FY 15
129 EXECUTIVE OFFICE 454,931 454,931 294,817 64.8 336,817 74.0 118,114 26.0 440,572 325,245 73.8
151 TOWN COUNSEL 249,085 249,085 308,481 123.8 324,106 130.1 (75,021) (30.1) 304,585 266,842 87.6
154 HUMAN RESOURCES DEPT 116,561 116,561 71,996 61.8 71,996 61.8 44,565 38.2 78,616 57,274 72.9
179 PLANNING DEPARTMENT 55,320 55,320 12,524 22.6 12,524 22.6 42,796 77.4 5,320 5,210 97.9
192 PUBLIC BLDGS/PROP MAINT 330,250 331,056 225,513 68.1 226,503 68.4 104,554 31.6 324,393 221,011 68.1
193 POLICE STATION MAINT. 15,467 16,042 12,221 76.2 12,221 76.2 3,821 23.8 15,467 7,859 50.8
194 PUBLIC SAFETY FACILITY 7,187 8,077 5,873 72.7 6,903 85.5 1,174 14.5 7,187 6,978 97.1
195 TOWN REPORTS 5,500 5,500 0 0.0 0 0.0 5,500 100.0 7,500 0 0.0
199 ARMANDO RECREATION FACILITY 8,853 8,853 5,623 63.5 5,623 63.5 3,230 36.5 8,853 5,593 63.2
244 SEALER OF WEIGHTS & MEAS 7,500 7,500 6,750 90.0 6,750 90.0 750 10.0 7,500 6,750 90.0
632 PEQUITSIDE FARM 25,022 25,022 19,087 76.3 19,087 76.3 5,935 23.7 25,022 20,330 81.2
910 EMPLOYEE CONTRACT BENEFIT 173,147 173,147 116,601 67.3 116,601 67.3 56,546 32.7 173,147 114,270 66.0
TOTAL 01-Executive Branch 1,448,823 1,451,094 1,079,486 74.4 1,139,131 78.5 311,963 21.5 1,398,162 1,037,361 74.2
133 DIRECTOR OF FINANCE 170,674 170,674 125,803 73.7 125,803 73.7 44,871 26.3 167,446 120,379 71.9
135 ACCOUNTANT 193,124 193,124 137,588 71.2 137,588 71.2 55,536 28.8 202,247 147,101 72.7
145 TREASURER/TAX COLLECTOR 200,226 200,226 141,066 70.5 141,066 70.5 59,160 29.5 194,061 134,466 69.3
155 INFORMATION SYSTEMS 360,037 425,170 290,546 68.3 293,759 69.1 131,411 30.9 405,782 267,151 65.8
TOTAL 02-Finance Dept 924,061 989,194 695,003 70.3 698,217 70.6 290,977 29.4 969,536 669,098 69.0
176 ZONING BOARD 35,996 35,996 22,648 62.9 22,648 62.9 13,348 37.1 35,895 22,792 63.5
241 BUILDING DEPARTMENT 305,628 305,628 212,436 69.5 212,436 69.5 93,192 30.5 302,029 211,724 70.1
TOTAL 03-Building & Zoning 341,624 341,624 235,084 68.8 235,084 68.8 106,540 31.2 337,924 234,515 69.4
220 FIRE DEPARTMENT 4,487,137 4,647,137 3,341,509 71.9 3,346,182 72.0 1,300,955 28.0 4,537,216 3,191,121 70.3
221 FIRE ALARMS, BOXES, ETC 22,975 22,975 11,833 51.5 11,833 51.5 11,142 48.5 22,975 6,977 30.4
231 AMBULANCE SERVICE 352,443 353,643 312,134 88.3 316,453 89.5 37,190 10.5 345,778 324,519 93.9
232 UNMANNED AMBULANCE 1,000 1,000 1,000 100.0 1,000 100.0 0 0.0 1,000 1,000 100.0
291 EMERGENCY MANAGEMENT 13,000 13,000 11,974 92.1 11,974 92.1 1,026 7.9 10,875 11,589 106.6
TOTAL 06-Fire Dept 4,876,555 5,037,755 3,678,450 73.0 3,687,443 73.2 1,350,312 26.8 4,917,844 3,535,207 71.9
W:\Munis\MCR LibraryTudget reports\Canton Expense Report.rpt Page 1 of 4 Date: 4/9/2015Source page 15
TOWN OF CANTON
OPERATING EXPENSES BY VOTING CATEGORY
FUND 100 EXCLUDING ARTICLES
As of March 31 for Fiscal Years 2014 - 2015 FISCAL YEAR 2014
ORIGINAL REVISED EXPENDED YTD OF TOTAL % OF REMAINING % OF REVISED EXPENDED % OF
BUDGET BUDGET THRU BUDGET EXPENDED & BUDGET BUDGET BUDGET BUDGET Y-T-D BUDGET
FY 15 FY15 March 31 FY 15 ENCUM. YTD FY 15 FY 15 FY 15
400 PUBLIC WORKS ADMINISTRATI 296,431 296,431 211,381 71.3 211,381 71.3 85,050 28.7 285,075 209,127 73.4
410 ENGINEERING DEPARTMENT 194,926 199,926 137,832 68.9 137,832 68.9 62,094 31.1 191,497 132,251 69.1
420 HIGHWAY MAINTENANCE 874,013 874,013 612,367 70.1 636,911 72.9 237,102 27.1 831,249 561,416 67.5
421 SIDEWALKS 0 0 0 0.0 0 0.0 0 0.0 0 0 0.0
425 STREET SIGNS & TRAFFIC 51,700 52,703 25,350 48.1 29,809 56.6 22,894 43.4 50,213 48,718 97.0
426 GAS & OIL FUND 96,190 96,190 43,901 45.6 43,901 45.6 52,289 54.4 96,812 77,226 79.8
427 HIGHWAY EQUIPMENT MAINT 265,188 265,188 200,547 75.6 210,962 79.6 54,226 20.4 252,919 192,193 76.0
491 CEMETERY MAINT 171,730 171,730 121,000 70.5 121,000 70.5 50,730 29.5 163,657 135,317 82.7
492 TREE DEPARTMENT 159,718 159,718 129,237 80.9 129,237 80.9 30,481 19.1 208,771 162,758 78.0
493 TREE WARDEN & SHADE TREES 0 0 0 0.0 0 0.0 0 0.0 0 0 0.0
TOTAL 07-Public Works 2,109,896 2,115,899 1,481,615 70.0 1,521,032 71.9 594,866 28.1 2,080,193 1,519,007 73.0
542 YOUTH SERVICES 3,667 3,667 1,942 53.0 1,942 53.0 1,725 47.0 3,667 2,100 57.3
630 PARKS & RECREATION 521,404 521,995 351,173 67.3 355,821 68.2 166,174 31.8 488,610 345,659 70.7
TOTAL 08-Recreation & Playgr 525,071 525,662 353,115 67.2 357,763 68.1 167,899 31.9 492,277 347,759 70.6
210 POLICE DEPARTMENT 4,267,844 4,268,340 3,120,432 73.1 3,125,018 73.2 1,143,322 26.8 4,238,798 3,068,098 72.4
292 ANIMAL CONTROL OFFICER 125,763 125,763 61,917 49.2 61,917 49.2 63,846 50.8 122,330 69,634 56.9
TOTAL 09-Police & Animal Ctrl 4,393,607 4,394,103 3,182,350 72.4 3,186,935 72.5 1,207,168 27.5 4,361,128 3,137,732 71.9
131 FINANCE COMMITTEE 11,500 11,500 1,374 11.9 1,374 11.9 10,126 88.1 11,500 1,793 15.6
149 WATER/SEWER RATE POLICY 1,000 1,000 0 0.0 0 0.0 1,000 100.0 1,000 0 0.0
182 CAPITAL OUTLAY & PLANNING 2,556 2,556 145 5.7 145 5.7 2,411 94.3 2,556 11 0.4
184 BUILDINGS RENOVATIONS COM 3,381 3,381 431 12.7 431 12.7 2,950 87.3 3,381 70 2.1
547 DISABILITY COMMISSION 2,565 2,565 431 16.8 431 16.8 2,134 83.2 2,565 247 9.6
691 HISTORICAL COMMISSION 3,669 3,669 2,388 65.1 2,388 65.1 1,281 34.9 10,658 8,640 81.1
692 BEAUTIFICATION COMMITTEE 1,378 1,378 0 0.0 0 0.0 1,378 100.0 1,378 0 0.0
TOTAL 10-Committees & Commissic 26,049 26,049 4,769 18.3 4,769 18.3 21,280 81.7 33,038 10,761 32.6
161 TOWN CLERK 180,583 181,683 132,381 72.9 132,381 72.9 49,302 27.1 176,369 127,438 72.3
163 ELECTIONS & REGISTRAR'S 36,843 37,343 29,647 79.4 29,647 79.4 7,696 20.6 34,168 9,467 27.7
W:\Munis\MCR Library\Budget reports\Canton Expense Report.rpt Page 2 of 4 Date: 4/9/2015Source page 16
TOWN OF CANTON
OPERATING EXPENSES BY VOTING CATEGORY
FUND 100 EXCLUDING ARTICLES
As of March 31 for Fiscal Years 2014 - 2015 FISCAL YEAR 2014
ORIGINAL REVISED EXPENDED YTD OF TOTAL % OF REMAINING % OF REVISED EXPENDED % OF
BUDGET BUDGET THRU BUDGET EXPENDED & BUDGET BUDGET BUDGET BUDGET Y-T-D BUDGET
FY 15 FY15 March 31 FY 15 ENCUIVI. YTD FY 15 FY 15 FY 15
TOTAL 11-Town Clerk & Elected 217,426 219,026 162,028 74.0 162,028 74.0 56,998 26.0 210,537 136,904 65.0
141 ASSESSORS 261,427 261,427 201,239 77.0 201,239 77.0 60,188 23.0 225,801 146,997 65.1
171 CONSERVATION COMMISSION 88,406 88,406 63,915 72.3 63,915 72.3 24,491 27.7 89,068 63,456 71.2
175 PLANNING BOARD 53,931 58,731 38,769 66.0 40,790 69.5 17,941 30.5 59,125 33,979 57.5
198 UNPAID BILLS 0 0 0 0.0 0 0.0 0 0.0 0 0 0.0
510 HEALTH DEPARTMENT 337,772 337,772 236,027 69.9 239,711 71.0 98,061 29.0 331,760 228,889 69.0
541 COUNCIL ON AGING 263,024 263,024 173,629 66.0 175,629 66.8 87,395 33.2 217,870 162,176 74.4
543 VETERANS SERVICES DEPARTMENT 260,123 260,123 188,933 72.6 188,933 72.6 71,190 27.4 262,256 195,821 74.7
610 LIBRARY 1,146,576 1,146,576 791,344 69.0 798,283 69.6 348,293 30.4 1,111,874 793,010 71.3
TOTAL 12-Stand Alone 2,411,259 2,416,059 1,693,856 70.1 1,708,499 70.7 707,560 29.3 2,297,754 1,624,327 70.7
TOTAL 01-MUNICIPAL 17,274,371 17,516,465 12,565,757 71.7 12,700,902 72.5 4,815,563 27.5 17,098,393 12,252,671 71.7
710 PRINCIPAL PAYMENTS 3,730,900 3,730,900 2,612,900 70.0 2,612,900 70.0 1,118,000 30.0 4,433,245 3,254,204 73.4
751 LONG-TERM INTEREST PAYMENTS 1,095,233 1,095,233 942,613 86.1 942,613 86.1 152,620 13.9 1,553,503 1,328,133 85.5
752 SHORT-TERM INTEREST PAYMENTS 54,442 54,442 31,631 58.1 31,631 58.1 22,811 41.9 53,000 4,444 8.4
TOTAL 12-Debt Service 4,880,575 4,880,575 3,587,145 73.5 3,587,145 73.5 1,293,430 26.5 6,039,748 4,586,781 75.9
132 RESERVE FUND 500,000 340,000 0 0.0 0 0.0 340,000 100.0 287,000 0 0.0
422 STREET LIGHTING 140,000 143,074 68,159 47.6 77,112 53.9 65,962 46.1 159,137 78,188 49.1
423 SNOW & ICE REMOVAL 414,500 414,500 1,020,648 246.2 1,256,029 303.0 (841,529) (203.0) 850,329 785,141 92.3
433 TRASH COLLECTION 1,552,000 1,558,875 1,057,078 67.8 1,469,264 94.3 89,611 5.7 1,490,789 987,300 66.2
840 BLUE HILLS REGIONAL 1,098,642 1,098,642 915,535 83.3 915,535 83.3 183,107 16.7 1,059,042 794,282 75.0
841 NORFOLK COUNTY AGRICULTR HS 10,000 10,000 7,472 74.7 7,472 74.7 2,528 25.3 10,000 8,589 85.9
911 RETIREMENT BENEFITS 3,604,434 3,604,434 3,593,834 99.7 3,593,834 99.7 10,600 0.3 3,212,846 3,194,469 99.4
913 UNEMPLOYMENT COMPENSATION 150,000 150,000 150,000 100.0 150,000 100.0 0 0.0 150,000 150,000 100.0
914 EMPLOYER SHARE-HEALTH INS 11,261,785 11,261,785 8,451,476 75.0 8,451,476 75.0 2,810,309 25.0 10,498,160 7,890,849 75.2
915 EMPLOYER SHARE-LIFE INS 60,000 60,000 43,900 73.2 43,900 73.2 16,100 26.8 60,000 48,509 80.8
946 TOWN INSURANCE 935,341 935,341 812,631 86.9 812,631 86.9 122,710 13.1 924,950 880,241 95.2
990 TRANSFERS 0 0 0 0.0 0 0.0 0 0.0 0 0 0.0
WAMunis\MCR Library\Budget reports\Canton Expense Report.rpt Page 3 of 4 Date: 4/9/2015Source page 17
TOWN OF CANTON
OPERATING EXPENSES BY VOTING CATEGORY
FUND 100 EXCLUDING ARTICLES
As of March 31 for Fiscal Years 2014 -2015 FISCAL YEAR 2014
ORIGINAL REVISED EXPENDED YTD % OF TOTAL % OF REMAINING % OF REVISED EXPENDED % OF
BUDGET BUDGET THRU BUDGET EXPENDED & BUDGET BUDGET BUDGET BUDGET Y-T-D BUDGET
FY 15 FY15 March 31 FY 15 ENCUM. YTD FY 15 FY 15 FY 15
993 OPEB TRANSFER 551,000 551,000 551,000 100.0 551,000 100.0 0 0.0 400,000 400,000 100.0
TOTAL 15-Misc. Fixed 20,277,702 20,127,651 16,671,731 82.8 17,328,253 86.1 2,799,399 13.9 19,102,253 15,217,567 79.7
TOTAL 02-FIXED EXPENSES 25,158,277 25,008,226 20,258,876 81.0 20,915,397 83.6 4,092,829 16.4 25,142,001 19,804,348 78.8
300 SCHOOL DEPARTMENT 34,548,305 34,549,255 22,195,875 64.2 24,409,532 70.7 10,139,723 29.3 33,611,059 21,718,698 64.6
TOTAL 17-School Admin 34,548,305 34,549,255 22,195,875 64.2 24,409,532 70.7 10,139,723 29.3 33,611,059 21,718,698 64.6
TOTAL 03-SCHOOL 34,548,305 34,549,255 22,195,875 64.2 24,409,532 70.7 10,139,723 29.3 33,611,059 21,718,698 64.6
820 CHERRY SHEET ASSESSMENTS 749,266 749,266 492,846 65.8 492,846 65.8 256,420 34.2 765,873 542,115 70.8
830 COUNTY TAX-CHERRY SHEET 199,266 199,266 99,633 50.0 99,633 50.0 99,633 50.0 194,406 97,203 50.0
TOTAL 19-State & County Chgs 948,532 948,532 592,479 62.5 592,479 62.5 356,053 37.5 960,279 639,318 66.6
TOTAL 05-STATE & COUNTY CHGS 948,532 948,532 592,479 62.5 592,479 62.5 356,053 37.5 960,279 639,318 66.6
GRAND TOTALS: 77,929,485 78,022,478 55,612,987 71.3 58,618,310 75.1 19,404,168 24.9 76,811,731 54,415,035 70.8
WAMunis\MCR Library\Budget reports\Canton Expense Report.rpt Page 4 of 4 Date: 4/9/2015Source page 18
Jones, Ellen
From: Kenney, Tracy
Sent: Friday, April 03, 2015 4:31 PM
To: Town Dpts; Town Mgrs & Div Heads; Town Library; townnotices@cantonma.org
Subject: Summary of the Conflict of Interest Law for Municipal Employees and Municipal
Employee Online Training Program
Importance: High
To All Municipal Employees:
Chapter 28 of the Acts of 2009 requires that each year municipalities distribute the State Ethics
Commission's "Summary of the Conflict of Interest Law for Municipal Employees". The Summary is
available on the State Ethics commissions website http://vvww.mass.gov/ethics/education-and-
training-resources/implementation-procedures/municipal-employee-summary.html Please review it
and make yourself aware of its requirements.
The law requires that each employee provide the municipality with a written acknowledgment of
receipt. Please fill out and submit the "Acknowledgement of Receipt", located at the end of the
Summary, to the Town Clerk's office within ten business days.
In addition to the annual distribution of the "Summary of the Conflict of Interest Law for Municipal
Employees", each municipal employee is required by law to complete a "Conflict of Interest Law
Online Training Program" every two years.
All Municipal employees must complete the online training program that is currently on the State
Ethics Commission's website www.muniprog.eth.state.ma.us/ by April 15, 2015. The training
program can be completed on any work, home or publicly available computer with internet
access. After completing the training program you will need to print out a completion certificate and
provide the certificate to the Town Clerk's office as evidence that you have complied with the online
training requirement.
The program includes audio and video components. If headphones are available to you, you may
wish to wear them while completing the training to minimize office noise and distraction. The program
should take about an hour to complete. If you have difficulty following the audio portions of the
program, you can click the "Script" menu tab, located next to the "Contents" tab, on the left column of
the program screen.
At the end of the program, there is a 10-question course assessment. You should choose the
appropriate course assessment depending on whether you are a:
Commission or Board member, or
Municipal Employee
After you complete the appropriate course assessment, follow the prompts on the screen for
instructions on printing your completion certificate. Be sure to submit the completion certificate to the
Town Clerk's office and keep a copy for your records.
1Source page 19
If you have already filed an "Acknowledgement of Receipt" or an online training program completion
certificate with the Town Clerk's office in 2015 you do not need to resubmit the documentation.
If you have any questions please call the Town Clerk's office at 781-821-5013.
Sincerely,
Grzaw eev
Canton Town Clerk
Ms, Tracy K. Kenney
801 Washington Street
Canton, MA 02021
Tele. 781-821-5013
Fax 781-821-5016
2Source page 20
Jones, Ellen
From: Jim Sims <jimsims@rcn.com >
Sent: Thursday, April 16, 2015 12:18 PM
To: Barbara Saint Andre; Dianne Gustafson; Jerry Dorfman; Jim Casamento; Nichola
Gallagher; Rob Barker; Sepp Bergschneider; Stephanie Leach; Tim McKenna
Cc: Jones, Ellen; Finance Comittee; Murgia, James R.
Subject: Pre ATM Meeting Summary
Just wanted to update everyone on Wednesday's pre ATM meeting.
The SHORT VERSION:
The STM will start as an informal session after the regular ATM's Article 2 Motion 4. They are allowing about 3 hours for
a totally informal, relaxed rules session; then proceed to the formal STM to end by 11 PM. The informal portion is for
presentations, questions etc to fully inform all the voters in a relaxed give and take way. If the STM is shorter than
expected, the moderator may resume the regular ATM depending on the time. The Consent agenda has Article
23 and 24 added and Article 8 removed. Bundled articles will be Articles 31,32,33 and Articles 22,25,26 and 29. The BOS
will make a substitute motion on Town Meeting floor for Article 7, putting salaries for the elected officials back in. They
will not be any paper copies of the amended motion. The next FINCOM meeting is April 27th with the School
Committee.
Read on for the LONG - DETAILED VERSION
The meeting started late, about 3:15 or a little later.
Just before 4PM we were still talking about the Special Town Meeting; then we jumped quickly to the regular town
meeting, consent agenda and bundled articles. Jeremy Comeau, Victor and Alan Hines were still discussing things when
everyone was leaving about 4:20. There were about 15 people present.
Several asked if I was the new chair of FINCOM, and I politely said no. At which point Mark Porter informed everyone
that Barbara, as vice chair, was now the Chair, and would attend most of the Town Meeting, but was unable to attend
the May 11th, first session. According to Mark, Diane or Sepp will be acting chair that day.
The warrant is going to the printer today, Thursday April 16th. The STM warrant material will be on white paper bound
into the middle of the ATM warrant material, at about page 46. The ATM warrant will be on newsprint paper as in the
past.
Any overflow crowd will be in the cafeteria with the registered voter check-in desks before the entrance to the cafeteria.
They are working on getting separate rooms for the various board meetings the day of Town meeting. If there is an
overflow, Dick Staiti will be sworn in as deputy Moderator. Any in the overflow crowd will have to make their way to the
auditorium to ask questions, but all in the overflow will be able to watch on the TV's in the cafeteria.
That first day, will be almost all STM. All STM "experts"
will be asked to sit in front. ATM starts out with the election of the moderator - Article 1. Article 2 will be next, with the
rules to govern Town Meeting. Article 2 motion 4 adjourns ATM and goes to the STM. No one offered what would
happen if motion 4 doesn't pass.
Much of the information in this paragraph was determined at some previous undefined pre ATM/STM meeting. (I didn't
know there even was one!) The STM will first go into informal session for presentations by the developer and the BOS.
1Source page 21
This ,informal session relaxes all the rules, allowing for unlimited questions and answers in as much of a relaxed
atmosphere as possible. The BOS acts as traffic cop, picking out the "experts" to best answer the question. This
informal session has no limits to time or even status of the voter registration status of those asking questions. In fact, an
11 year old is reportedly asking to speak at the STM, and will be allowed to do so. Since the informal session is not for
the record, questions may be asked again, for the record, at the formal session of the STM. The moderator wanted the
presentations included in the formal record. Since the presentations etc are what has been available for the last several
months, Victor preferred only concessions from questions that result in improvements to the project should be included
in the record.
Since the formal STM session should only take a half hour or so, Town Counsel suggested that the informal session end
around 10:30PM, allowing the half hour or so for the formal session before adjourning until Wednesday. If the informal
session ends earlier, and the STM finishes early, then the ATM may resume with Article 3 - Committee Reports. A
convenient "break" point is at Article 4 - Consent Agenda.
The actual time will determine how the rest of ATM proceeds; but in any case, at the appropriate time the BOS will make
the motion to dissolve the STM so the ATM can proceed.
There is no lottery in the STM. The plan is to allow everyone plenty of time to be satisfied with the information in that
informal session on the 7 STM articles and then proceed quickly in a formal STM. Town Counsel felt it is best to get
positive votes on all all 7 articles together.
Something like 5 articles passing and 2 failing is not the objective to this STM production.
Jeremy was the only one suggesting any bundled articles. The two groups of articles bundled will be:
Articles 31,32,33
Articles 22,25,26 and 29
Jeremy suggested adding two articles # 23 and 24 to the Consent agenda as those two are duplicates from the STM and
the Town will not get two bites at that apple. Jim Murgia deleted one from the consent agenda - Article 8 - Unpaid bills.
Apparently there is one. No info was provided.
There will be maps added to Article 30 and 33.
There will be an amended motion on the screen with no paper copies for Article 7 - Salaries for elected officials. Town
Counsel said that since only the numbers will be changed, and not the motion wording, it will be less than a 30 word
change, so no copies needed. By the way, there were kudos, but for whom I'm not sure. The actual money for those
elected officials was left in the budgets in spite of the FINCOM motion to zero them out in the article. Thus the rule of
finding funding does not apply.
One last point, the School Committee has a meeting with the CPC on adding the 6 buses to article 12 on Thursday April
16th. Jim Murgia told the School Committee to meet with FINCOM on Mon., April 27th????
2Source page 22
Town of Canton
Finance Committee
Members
Committee Member Contact Information
Current 1st Term
# Last Name First Name Position Street Note
Term Ends Started
1 Barker Robert Member 47 Eliot Street 2015 2/2011 1
2 Bergschneider Sepp Member 515 Chapman Street 2016 2013 1
3 Casamento Jim Member 12 Standish Drive 2016 2015 1
4 Dorfman Gerald Member 19 Standish Drive 2015 2013 1
5 Gallagher Nichola Member 623 Chapman Street 2017 2014 1
6 Gustafson Dianne Member 9 Standish Drive 2016 2013 1
10 Forge Pond Road
7 Leach Stephanie Member Unit A 2017 2014 1
8 McKenna Tim Member 3 Meadows Ave. 2015 2013 1
Two years left on this term from Mark Porter's vacancy. 2017
10 Saint Andre Barbara Vice Chairman 9 Patriots Drive 2017 2/2012 1
ii Sims Jim Member 19 Trayer Road 2016 2006 1
12 Wolff Diane Member 48 Spring Lane 2015 2006 1
NA Murgia Jim Finance Director Sharon, MA NA NA NA
NA Jones Ellen Secretary 196 Neponset St. NA NA NA
notes: 1 = has been sworn in
COMMITTEE MEMBERS.XLS as of 5/15/2015
Page 1 of 1 5/15/2015Source page 23
REVISED General By-Laws (2014 edition)
PART B - FINANCE COMMITTEE
Section 1. Composition of Committee; Limitations 7-B-1
There shall be a Committee called the Finance Committee which shall consider
any and all municipal operations involving an appropriation by the Town, for the
purpose of making reports and recommendations thereon to the Town. Such
Committee shall consist of twelve voters, who shall serve without pay, none of
whom, during their service on such Committee, shall hold any regular elective
Town office, having to do with the expenditure of Town money, and no member
of such Committee after serving three consecutive terms shall be eligible for
appointment to succeed himself.
Section 2. Transitional 7-B-2
The Warrant Committee of the town in office at the time this By-Law shall
become effective, except those ineligible to serve under the preceding section of
this article is hereby: continued in office, hereinafter called Finance Committee,
and the members thereof shall continue to hold office until their successors shall
take office as hereinafter provided.
----> Section 3. Method of Appointment; Terms of Office; Organization; Filling of
Vacancies 7-B-3
The Moderator shall at each Annual Town Meeting, for the transaction of
business, appoint four (4) members of the Finance Committee to serve for three
(3) years, and if one or more vacancies shall have occurred in the Finance
Committee since the last Annual Town Meeting, for the transaction of business,
one member to serve for the unexpired term of each member through whom
such vacancy shall have been created.
7-B-1 As amended under article 18, ATM 1957 and under article 19, ATM 1989.
7-B-2 As amended under article 13, ATM 1953.
7-B-3 As amended under article 13, ATM 1953, under articles 59 and 61, ATM 1985 and under article 19, ATM 1989.
24Source page 24
REVISED General By-Laws (2014 edition)
If there is a vacancy in the Finance Committee whether caused by death,
resignation or otherwise, the Finance Committee shall immediately notify the
town Moderator in writing and the Moderator shall thereupon fill such vacancy for
the unexpired term. Members absent from one-third of the regularly scheduled
meetings in any calendar year may be removed by a two-thirds vote of the other
members present and voting. Said committee shall choose its own officers.
Upon completion of the annual town meeting, and prior to the first day of July, the
Finance Committee shall meet at the call of the Town Clerk who shall act as
temporary Chairman until the Committee organizes by the choice of a Chairman
and Secretary.
Section 4. Duty of Committee, In General
It shall be the duty of the Finance Committee to study the financial affairs of the
town and to advise with all the Officers of the Town as to expenditures and
recommendations for appropriations to be made by them. To this Committee
shall be referred all articles of the Warrants calling for appropriations.
Section 5. Right of Access
The Committee shall have access to all facts, figures, records and other
—.-- information relating to all fiscal affairs of Town Departments, Boards, Committees
or Officers and the same shall be furnished forthwith by any Department, Board,
Committee, Officer, or employee whenever so requested by the Committee.
Section 6. (Disallowed by Attorney-General)
Section 7. Procedures
The Finance Committee shall consider the various articles in the Warrants for all
the Town Meetings held during the period for which they are appointed including
the Warrant for the Annual Town Meeting next after their appointment and they
shall report in print at all Town Meetings their estimates and recommendations
for action of the Town.
Section 8. Distribution of Reports 7-13-8
Section 9. Quorum
Five (5) members of the Finance Committee shall constitute a quorum thereof.
Section 10. (Disallowed by Attorney-General)
7-B-8 As amended under article 39, ATM 1960. Section 8 was repealed by a vote taken under article 32, ATM April 28,
2003,
7-8-9 As amended under article 19, ATM 1989.
25Source page 25
REVISED General By-Laws (2014 edition)
Section 11. Reports by Town agencies to Provide Certain Information 7-B-11
All Departments, Boards, Committees, or Officers authorized by law to expend
money shall furnish to the Finance Committee, on or before the third Monday in
August of each year, detailed reports of the expenditures for the previous fiscal
year; and, for the ensuing fiscal year, detailed estimates of the amounts
necessary for the proper maintenance and administration of the departments
shall be submitted on or before the third Monday in January.
Section 12. Poll of Members 7-B-12
The recommendations of the Finance Committee with reference to the various
Articles of the Town Warrants shall include a poll of the votes taken at the
meetings of the Finance Committee, said poll to show only the number of
Committee members voting in favor of or against the actions recommended by
the full Committee.
7-B-11 .s
f.k amended under article 18, ATM 1962 and under article 19, ATM 1989 and under article 30, ATM 2011.
7-B-12 Inserted under article 19, ATM 1963.
26