HEATH FINANCE BOARD

WE WATCH OUT FOR YOUR MONEY
FINANCE COMMITTEE






 Finance Committees are established in accordance with Chapter 39, Section 16 of the Massachusetts General Laws. It reads as follows:

“Every town whose valuation for the purpose of apportioning the state tax exceeds one million dollars shall, and any other town may, by by-law provide for the election or the appointment and duties of appropriation, advisory or finance committees, who shall consider any or all municipal questions for the purpose of making reports or recommendations to the town; and such by-laws may provide that committees so appointed or elected may continue in office for terms not exceeding three years from the date of appointment or election.

In every town having a committee appointed under authority of this section, such committee, or the selectmen if authorized by a by-law of the town, and, in any town not having such a committee, the selectmen, shall submit a budget at the annual town meeting.”

The Town of Heath has a Finance Committee (FinCom) composed of five elected members.  It works cooperatively with the Board of Selectmen in preparing the budget.

In addition it makes recommendations with regard to warrant articles, conducts special studies, investigates town expenditures and, in general, performs an oversight function of the Town’s financial decisions. The role of the FinCom is advisory but its opinions usually carry significant weight at Town Meetings.
 


 The current members are: Don Freeman, Chair  (337-4854)  Ned Wolf, Secretary    (337-4476)   
Jeff Simmons     (337-4994) 
Jan Carr    (337-5747)
Dave Gott    (337-5340)



 
 




PLEASE SCROLL DOWN TO SEE THE MOST RECENT MINUTES

Minutes of the Meeting of the Heath Finance Committee

January 12, 2009

 

Time:  7:00 pm

Place:  Sawyer Hall

Present:  Don Freeman, Jan Carr, Dave Gott, and Ned Wolf

Absent:  Jeff Simmons

 

The minutes of the October 6th and September 29th meetings were read and unanimously approved with emendations.  There was a discussion of how FinCom members might see minutes of a Special Town Meeting or an Annual Town Meeting.  Don asked Hilma whether she could send him copies of such minutes.  She said that she would do so.

The next ATM is scheduled for May 9th.

 

Next members discussed Tracey’s request that the FinCom vote to allow the overexpenditure of all winter accounts as necessary.  Don made a motion, which Ned seconded, to authorize the overexpenditure of all winter accounts as necessary per request of Tracey Baronas.  The motion was approved by unanimous vote.

 

Members spoke of efforts by Mike and Gloria to calculate the cubic tonnage of ice storm debris as part of the FEMA and MEMA process.  There is a question of how the Town will cover the 25% that FEMA won’t cover for storm damage.  Members thought that the Stabilization Fund would be a possibility.

 

On the issue of capital planning Dave will e-mail templates from the other towns.

 

Regarding heating assistance Jan said that the General Heath Fund isn’t going anywhere

due to citizens’ hesitation to donate funds in  this economy.  One question is whether a way can be found to help people buy propane gas tanks to take advantage of Osterlander’s rates which are half as high as those of competitors.

 

Turning to the issue of pay per throw, members looked over data Don had collected.  Dump tipping fees by year seems to be consistent.  Don will check some of the data with Gloria and will talk with the Ruggeris on Deerfield St. about the collection of cans.  Groups might be encouraged to make money and save the Town money by collecting cans.

 

Don asked that members review his e-mail report of December 10 following a FRCOG meeting.  The FinCom may need to come up with suggestions for budget cuts.  There was discussion of having a night at the Heath School to advertise for choice students.  Don will e-mail Sheila for her insights on school choice.  Ned will report on the upcoming LEC meeting.

 

Members next considered the land development occurring opposite the Center Cemetery and the Fairgrounds.  It seems unlikely that the Town can come up with the $55,000 needed to purchase both lot 3 and lot 4.

The meeting adjourned at 8:20 pm.

 

Respectfully submitted,

Ned Wolf, Secretary

Minutes of the Meeting of the Heath Finance Committee

February 3, 2009

 

Time:  7:30 pm

Present:  Don Freeman, Ned Wolf, Jeff Simmons, Jan Carr, and Dave Gott

               with the BOS

Place:  Sawyer Hall

 

There was discussion of the so called 9C cuts imposed by Governor Patrick.  Tom Lively said that if we do nothing in response to Heath’s cut of $9,500 in state revenue, then the Town will have to borrow funds near the end of the fiscal year.  Although $33,000 is available from a recent land sale, that money would have to be appropriated.  Don suggested that the FinCom come up with contingency cuts.  Members will look over the FY2009 Expenses Report with before discussing contingency cuts at the next meeting.

 

It was reported that the community policing grant has been cut.

 

There was discussion of an e-mail from Superintendent Buoniconti in which he explains the rise in Heath’s net minimum contribution resulting in an increase of  approximately $130,000 in Heath’s Mohawk District assessment.  Attention was focused on the apparent increase from 9 million to 19 million in the Town’s total income.  Might it be due to the jump in income of an individual?  If so, might the State recompute Heath’s net minimum contribution with a lower result?

 

Regarding the Heath School, School Board member Emily Cross spoke of plans to transition to a Heath principal on the Susan Todd model, i.e. based in the building with a percentage of that person’s time going to district work separate from being principal.

She also reported that the Mohawk District is applying for a $20,000 grant to see if a Horace Mann charter school would be viable in the District.

 

The meeting adjourned at 9:10 pm.

 

Respectfully submitted,

Ned Wolf, Secretary

Minutes of the Heath Finance Committee Meeting

February 17, 2009

 

Time:  7:30 pm

Place:  Assessors’ Office, Sawyer Hall

Present:  Jeff Simmons, Ned Wolf, Don Freeman, Jan Carr, and Dave Gott

 

The minutes of the January 12th and February 3rd meetings were approved with emendations.

 

Jeff wondered what the levy limit will be for FY10.  He noted that one begins by calculating 2.5% of the levy limit for FY09.  Adding that to the levy limit for FY09, one then adds the certified new growth added to Heath’s tax base.  Members agreed on the need to know the new levy limit.

 

Members discussed the steep increase in the Mohawk District school assessment for Heath.  Jan provided information sheets on foundation enrollments and required minimum contributions for the district towns.  The discussion focused on the effect of the increase from 9 to 19 million dollars of Heath’s aggregate income for 2006.  Dave suggested writing to legislators expressing our belief that the jump is a onetime event due possibly to one person’s increased income and asking for help.  Jeff suggested contacting the Association of Town Finance Committees.  Don said he would contact Phoebe Walker and Joe Judd because Shelburne may have experienced a similar situation.

 

Turning to what funds might be available to deal with such an increase of $129,463, members noted that there should be approximately $30,000 from the paying off of trucks and approximately $30,000 from the sale of land.  Jeff asked what could be done with money left in the community policing grant.  Members spoke of the issue of raises for town employees.  Jan remarked that unless we increase our library funding we will lose our state funding.  Finally, members noted that there is approximately $380,000 in Stabilization.

 

Regarding assistance for home heating oil, Dave reported that Joe For Oil is one possibility while there is also a website extranet.citizensenergy.com.

 

Projections of new growth, replies from legislators on the issue of the spike in the school assessment, and remaining funds in the community policing grant were topics members agreed should be discussed with the BOS.

 

At 8:40 pm members moved to join the BOS meeting in progress.  Tom reported that the BOS has heard from neither Representative Bosley nor Senator Downing about possible help regarding the high school assessment.  The Governor’s Budget has no pothole money.  The remaining $8,600 in the community policing grant has been used for patrolling, training, and a defibrillator. 

 

The FinCo9m meeting adjourned at 9:05 pm.

Respectfully submitted,

Ned Wolf, Secretary

Town of Heath Finance Committee Meeting 3/24/09

Present: Jan Carr, Don Freeman, Dave Gott, Jeff Simmons

 

The Committee unanimously approved the Warrant for the April 14, 2009 Special Town Meeting as written with the deletion of Articles 7 & 8 and the addition of “2008” in Article 10 after the dates “December 11 and 12”. This action concurs with approval of the same version of the Warrant by the Select Board. This Warrant, if passed by the voters, will leave the Town of Heath with $171, 144 in Free Cash.

 

The Finance Committee unamimously voted to recommend to the Select Board that they implement a version of the proposal made by Town Treasurer Kris Nartowicz in her 3/19/09 email to the Town Coordinator. The Town could engage in a plan to pay off the mortgage on the Heath School more quickly (possibly in as short as three years) than the current arrangement involves. This plan would probably save the Town over $100,000. Furthermore, the Town could structure the payments in such a way as to reduce the FY10 mortgage expenditure by approximately $50,000. Perceived advantages to this plan include lowering our total debt, benefitting from currently low interest rates, taking advantage of a time limited offer, and counterbalancing the possible spike in the FY10 school assessment for the Town of Heath.

 

We also discussed further ways to economize in the FY10 budget as well as the possibility of our committee’s assisting the Town Treasurer and The Select Board in reviewing tax delinquencies in the Town on a case by case basis to see what creative solutions might arise for recovering needed funds.

 

The next Finance Committee meeting will be held at Sawyer Hall on 3/31/09 at 7PM, initially in conjunction with the Select Board.

 

Dave Gott

Minutes of the Meeting of the Heath Finance Committee

March 31, 2009

 

Time:  7:00 pm

Place:  Sawyer Hall

Present:  Ned Wolf, Jan Carr, and Jeff Simmons meeting jointly with the BOS

 

In a discussion with the Assessors, Sheila asked them to look at the cost of updating the Town’s map.  It appears that it would be close to a $6000 investment.  Is now the time?

 

Jan made a motion to approve the February 17th minutes.  The motion was seconded by Jeff and approved by a vote of 3 to 0.

 

Members expressed appreciation for Dave Gott’s taking the minutes of the March 24th meeting.  Jeff made a motion, seconded by Jan, that the minutes be approved.  The vote was 2 in favor with Ned abstaining because he was not present on the 24th.

 

There was discussion of the budget request submitted by Kris Burnes of the Board of Health.  The request is for level funding.  Kris reported that due to a 6% decrease in FRCOG fees the amount for the FRCOG Health Agent will be $9,483 for FY10.

 

In the discussion of the possibility of paying off the school loan early with the saving $100,000, the FinCom recommended pursuing that option.

 

The meeting adjourned at 9:05 pm.

 

Respectfully submitted,

Ned Wolf, Secretary

Minutes of the Meeting of the Heath Finance Committee

April 14, 2009

 

Time: 6:30 pm

Place:  Heath School

Present:  Don Freeman, Ned Wolf, Jeff Simmons, and Dave Gott

 

The March 31st minutes were approved by a vote of 3 – 0 with Dave Gott abstaining because he was not present at the March 31st meeting.

 

There was a discussion of Charlemont’s request for $32,300 for its ambulance.  The consensus was that Jeff should lead in asking questions about such things as why Charlemont needs a new ambulance, liability issues, and the collection rate for fees. 

 

The FinCom meeting was suspended at 6:55 pm so that members could attend the Special Town Meeting.

 

The FinCom meeting resumed with the BOS at 7:25 pm.  There was a discussion of the request by Val Kaempfer and Armand Clavette for the Highway Department to operate the chipper for 2 days on Shawnee Drive and Sioux Circle while helpers bring tree limbs.  Sheila said that the request seemed reasonable but that the BOS would need time to consider it.  She said that FEMA would not be the financial source for such a project.

 

Next there was a discussion of Mike Smith’s request for a new $14,000 wing plow or for as many as the Town chooses to place on the fleet of plow trucks.  Such a plow would increase the given truck’s swath and thus save hiring a lead pick-up.  One suggestion was that one new wing plow be bought this year and that in succeeding year’s a new wing plow be purchased at the time of the purchase of a new truck.

 

In the discussion of building a new salt shed questions included “Could Chapter 90 money be used?”, “What would be the best type of construction?”, and “What would be the optimal dimensions taking into consideration the turning radius of the pay loader?”

Mike will give these questions more attention.

 

Members reviewed  the April 13th version of the Town’s budget focusing on the items in bold face type.

 

In Line 26 the $6,000 would help to bring the Town’s maps up to date.

 

In Line 64 the $14,500 includes extra police time because Margo is not getting $11,000 in grant money.

 

In Line 70 Mike says that a decrease such as from $11,000 to $9,900 will result in the Board’s revisiting that item next year. 

 

Regarding Line 85, Sheila said she would check with Suzanne Crawford about Pre-school Support.

 

In Line 91 members asked how Mike had come up with $40,000 for Vehicle Gas and Oil.

 

In Line 97 the question is whether to use Pre-treated salt which at $127,000 would be about $60,000 more than treated sand.

 

The 10% reduction in Line 98 is one of Mike’s efforts to reduce his budget.

 

In Lines 99 and 100 the experience of funding temporary help this past year makes the amounts $1,309 and 3,536 seem reasonable.

 

After discussing Dump Tipping in Line 105 members agreed with the BOS to replace $20,000 with $18,000.

 

In the discussion of Charlemont’s request for $32,000 for its ambulance Jeff asked about the liability and the collection rate of service fees.  Gloria said that Heath would have no liability because Charlemont owns the ambulance.  She added that ambulance fees collected go just towards paying the operational costs and not the capital costs.

Sheila will seek more information from Charlemont.

 

Questions to be considered before the next meeting on April 21st include:

      -What is the Levy Calculation for FY10?  Don said he would have this for next week.

-         What effect would 1% pay raises to Town employees have on the other budget items?

-         How should Free Cash be used?

 

The FinCom meeting adjourned at 9:05 pm.

 

Respectfully submitted,

Ned Wolf, Secretary

Minutes of the Meeting of the Heath Finance Committee

April 21, 2009

 

Time:  6:30 pm

Place:  Assessors’ Office

Present:  Don Freeman, Jeff Simmons, Jan Carr, Dave Gott, and Ned Wolf

 

The minutes of the April 21st meeting were read and accepted with emendations.

Jan, who was not present, abstained.

 

Members studied Don’s memo on the subject “Estimating the FY 2010 Tax Rate”.

The memo discusses 3 drafts in which it is assumed that the cherry sheet amount will be $66,022 while assumptions about other data used in computing the tax rate vary from draft to draft.  The sources of data are provided in the footnotes.  The drafts raise such questions as whether and how the Town will contribute $32,300 to a Charlemont ambulance or purchase a new wing plow for $14,000.

 

Members agreed that a COLA increase in the salaries of Town employees should be in the FY2010 budget.

 

At 7:00 pm members joined the BOS for a discussion of the Police Department’s budget and how it is affected by the loss of the Community Policing Grant.  FinCom members determined in the discussion that money appropriated to replace community policing in this year’s budget would not be dedicated entirely to catching speeders.

 

Don asked BOS members about the origins of Mike Smith’s estimate of $40,000 for Vehicle Gas and Oil in FY2010.  He suggested that next year Heath consider putting its amount for Vehicle Gas and Oil out to bid.

 

BOS members received copies of Don’s memo on estimating the FY 2010 Tax Rate.

They asked questions and expressed their appreciation for Don’s good work.

Tom said it would help us to keep our eye on the maximum amount we can raise by taxes without incurring an override.

 

Brian spoke of the Town’s having an energy audit done by ESCO.  There will be no cost to the Town.  Recommendations will be made which could save on energy consumption.

 

The $2500 amount for “Connect CTY” will likely be removed from the budget although we will wait for Sheila’s input.

 

Gloria reported that Tracey Baronas has told her that the Town must make up for $32,332.25 due to overruns in the three accounts Salary Winter Highway, Winter Sand/Salt, and Winter Hired Services.  Brian made a motion that there be a Special Town Meeting at 8:30 am just before the Annual Town Meeting on the morning of May 9th.

The motion was seconded and approved by the BOS.  There followed a discussion of three STM articles to transfer money from Free Cash into each of the overrun winter accounts.  Jeff made a motion, seconded by Jan, that the FinCom recommend the three articles to transfer from Free Cash the appropriate amounts into the Salary Winter Highway Account, the Winter Sand/Salt Account, and the Winter Hired Services Account so that the total is the $32,332.25 that Tracey says needs to be covered.

The motion was approved by unanimous vote.

 

Regarding the $32,300 for the Charlemont ambulance and the $14,000 for a new wing plow, members discussed whether or not stabilization money should be used. 

Jeff made a motion, seconded by Jan, that stabilization money be used to cover the $32,300 for the Charlemont ambulance and the $14,000 for a new wing plow.

The motion was approved by unanimous vote.

 

At 9:00 pm members left the BOS meeting and returned to the Assessors’ Office.

They discussed the possibility of the Town’s stepping in to make up for the loss of state support for our library.  They asked what is included in the “Equipment and Uniforms”

line of the police budget.  They noted that the approximately $136,000 that would remain in Stabilization would be more than 5% of the Town’s budget, a recommended lower bound.

 

The FinCom adjourned at 9:15 pm.

 

Respectfully submitted,

Ned Wolf, Secretary

 

 

 

 

 

 

 




 

 

 




 

 

 

 

 

 

 

 

 

 

 

 

 


 

 

 

 

 

 




 

 




 

 

 

 

 

 





 

 

 







 

 

 

 

 

 



 



  

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 



 

 

 

 

 

 

 

 

 




 

 

 

 

 

 

 

 

 

 

 

 


 

 

 

 

 



 


 

 

 

 


 


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 



 

 

 

 

 

 

 

 

 


 

 

 




 

 

 

 

 

 

 

 


 

 

 

 

 

 




 


 

 


 

 

 

 















 






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