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Override tracker First publish, June 2026

What Marblehead committed to when the override passed.

Voters approved a $15 million operating override 4,278–3,594 on June 9, 2026, and a separate $2.3 million trash override at 67.4%. The boards made a list of specific promises on the way to that vote. This page tracks them.

Every line cites a primary source. Status updates each quarter, after the joint Select Board / School Committee / Finance Committee review.

Met Action complete Phase-in Multi-year rollout underway Pending Promised but not yet started Holds Passive commitment, ongoing Dropped Pulled off the list

Section A Dollar allocations

What the money is for.

The override is phased in over three years and split among three buckets. The Select Board acknowledged on June 10 that roughly $7.7 million of the $15 million is for restorations the public can readily identify, and the remaining $9.6 million still needs clearer articulation.

01

$15M operating override approved at the ballot

Met

Question 3 (Tier 3 “Invest”) carried 4,278–3,594 (54.3%–45.7%) on June 9, 2026. Questions 1 and 2 also carried but were superseded.

Source: Marblehead Independent, June 9 2026.

02

$2.3M trash override approved at the ballot

Met

Question 4 carried with 67.4% support, funding curbside trash, recycling, yard waste, and disposal services through the levy.

Source: Marblehead Independent, June 9 2026.

03

$6.5M allocated to municipal services

Phase-in

Of the $15M total, $6.5M is earmarked for the town side, separate from the schools’ allocation. Phased in over three years per the April 15 plan.

Source: Select Board, June 10 2026 (meeting page; remarks at ~24:53).

04

$8.5M allocated to schools

Phase-in

The school portion of the override. The School Committee’s May 21 proclamation lays out what Tier 1 ($6.2M school), Tier 2 ($7.2M school), and Tier 3 ($8.5M school) each cover; voters chose Tier 3.

Source: School Committee, May 21 2026 (meeting page); Select Board, June 10 2026.

05

~$4.3M phased into Year 1 (FY27) under Article 29

Phase-in

Article 29 of the 2026 Annual Town Meeting passed 1,227–159. Year 1 spend is a fraction of the $15M total; phase-in continues through FY29.

Sources: 2026 ATM Article 29 vote; April 15, 2026 override presentation (phase-in table).

06

Articulate where the remaining $9.6M goes

Pending

Moses Grader, June 10: voters readily understood ~$7.7M of the $15M as restorations; the remaining $9.6M “we have to do a better job articulating”.

Source: Select Board, June 10 2026 (meeting page; remarks at ~24:53).

Section B The Memorandum of Understanding

Five promises signed by the Select Board, School Committee, and Finance Committee.

From the final page of the April 15 override presentation. Each item runs through at least FY2030.

07

No new override pursued at least through FY2030

Holds

The Select Board, School Committee, and Finance Committee jointly commit to not pursue another override at least through fiscal year 2030.

Source: April 15, 2026 override presentation, MOU section.

08

62%–38% unrestricted-revenue split formalized

Holds

Establishes a clear allocation of unrestricted revenues and benefits between schools and the town.

Source: April 15, 2026 override presentation, MOU section.

09

Quarterly joint financial reviews

Phase-in

Quarterly finance reviews and annual public updates from the Town Administrator and School Superintendent. First scheduled for early October 2026 after Q1 close.

Sources: April 15, 2026 override presentation, MOU section; Select Board, June 10 2026.

10

Phase out Free Cash to balance the budget

Pending

Shift to structural budgeting and reduce reliance on Free Cash as a balancing mechanism.

Source: April 15, 2026 override presentation, MOU section.

11

Build Stabilization Fund to 5% of operating budget

Pending

Establishes a target reserve level providing a meaningful financial cushion against future volatility, in line with the financial policy.

Source: April 15, 2026 override presentation, MOU section.

Section C Municipal restorations and additions

28 staff positions and named program commitments.

Tier 3 covers 15 restored positions (Tier 1), 7 new positions (Tier 2), and 6 additional new positions (Tier 3 add-ons) — 28 FTEs total. Specific named items below.

12

28 total FTEs committed across the three tiers

Pending

15 restored (Tier 1) + 7 new (Tier 2) + 6 new (Tier 3). FTE summary printed in the April 15 deck.

Source: April 15, 2026 override presentation, FTE summary row.

13

Library: full restoration and accreditation preserved

Pending

Full restoration of 8.5 positions, plus +1 part-time Assistant Librarian and increased materials funding under Tier 2; accreditation no longer at risk.

Source: April 15, 2026 override presentation, tier comparison table.

14

Police: SRO restored, force grows from 29 to 33 officers

Pending

School Resource Officer restored under Tier 1; +1 officer under Tier 2; +1 officer under Tier 3 add-ons. End state: 33 officers, described as the historic staffing level.

Source: April 15, 2026 override presentation, tier comparison table.

15

Fire: +4 firefighters added across Tiers 2 and 3

Pending

2 firefighters added under Tier 2 plus 2 more under Tier 3 add-ons, intended to reduce overtime costs. Department currently down one full shift.

Source: April 15, 2026 override presentation, tier comparison table.

16

DPW: full restoration plus 4 new positions

Pending

Tier 1 restores 1 PT Clerk, 1 HEO, 1 Laborer, and the $60K asphalt cut. Tier 2 adds a GIS position. Tier 3 adds 1 Foreman and 1 Specialized HEO.

Source: April 15, 2026 override presentation, tier comparison table.

17

Public Buildings: 2 custodians and a $450K maintenance budget

Pending

Tier 1 restores 2 Special Labor Custodians serving Mary Alley and Abbot Hall. Tier 2 establishes a $450,000 townwide maintenance budget covering buildings and the rail trail.

Source: April 15, 2026 override presentation, tier comparison table.

18

Community Development: Director plus Assistant Planner, Conservation Agent, Grant Writer

Pending

Tier 1 restores the Community Development Director. Tier 2 adds 1 Assistant Planner and 1 Conservation Agent (replacing the Sustainability Coordinator and Grant Coordinator roles cut in FY27). Tier 3 adds 1 Grant Writer for additional grant revenue.

Source: April 15, 2026 override presentation, tier comparison table.

19

Mental health: $60K counseling investment via Health Department

Pending

Tier 3 doubles Mental Health funding with a $60,000 investment in counseling.

Source: April 15, 2026 override presentation, tier comparison table.

20

$1M recurring annual capital investment

Pending

Tier 3 funds $1 million in recurring capital for leases, equipment, and building improvements — three articles appearing annually on the Town Warrant.

Source: April 15, 2026 override presentation, tier comparison table.

Section D School Committee proclamation

Five school-side commitments from the May 21 vote.

The School Committee voted 4–0 on May 21, 2026 to officially support Tier 3. The proclamation laid out what each tier funds. Voters chose Tier 3, locking in all of the items below.

21

Maintain existing school staff (Tier 1)

Phase-in

$6.2M school-side floor preserves the staffing left after the FY27 balanced budget eliminated 18.25 FTEs.

Source: School Committee, May 21 2026 (meeting page); override proclamation.

22

SPED out-of-district obligations funded through FY29 (Tier 1)

Phase-in

The FY27 gap was closed in part by a one-time $1.5M SPED OOD prepayment. Tier 1 establishes recurring funding for SPED through FY29 without repeating that one-time measure.

Source: School Committee, May 21 2026 (meeting page); override proclamation.

23

Full-day kindergarten (Tier 2)

Pending

Tier 2 funds full-day kindergarten and a sustainable student technology lifecycle.

Source: School Committee, May 21 2026 (meeting page); override proclamation.

24

Recurring school building capital fund (Tier 3)

Pending

Tier 3 adds a recurring school building capital fund to address deferred maintenance on a planned basis.

Source: School Committee, May 21 2026 (meeting page); override proclamation.

25

In-district 18–22 special education program (Tier 3)

Pending

Tier 3 funds an in-district program for students aged 18 to 22, intended to reduce out-of-district placement costs.

Source: School Committee, May 21 2026 (meeting page); override proclamation.

Section E Process and accountability

Six process commitments made on June 10, after the vote.

At its first meeting following the ballot, the Select Board named six items that govern how it intends to handle the override over time.

26

First quarterly financial review in early October 2026

Pending

Jim Sisson, June 10: "the quarter ends September. I would think we would have it in the first couple weeks of October." Both Select Board and School Committee chairs expected to attend.

Source: Select Board, June 10 2026 (meeting page; remarks at ~21:51).

27

Develop a written accountability plan

Pending

Moses Grader, June 10: "in addition to the quarterly meetings, I think we should really try to develop a plan around accountability. In other words, how are we going to show that accountability".

Source: Select Board, June 10 2026 (meeting page; remarks at ~25:00).

28

Develop a communication strategy and public cadence

Pending

Erin Newby, June 10: "I do think we need a communication strategy. How are we going to keep the community updated? What's the cadence? What's the form?"

Source: Select Board, June 10 2026 (meeting page; remarks at ~26:27).

29

Implement GFOA budget module to link departmental strategy to numbers

Pending

Moses Grader, June 10: an 80-page strategic document at the department level that links to the financial data, intended to drive forward strategic oversight of the town.

Source: Select Board, June 10 2026 (meeting page; remarks at ~25:00).

30

Continue cost-cutting and efficiency work alongside the override

Pending

Erin Newby, June 10: "I think we have responsibility to continue to cut costs and find efficiencies, not just rely on the taxpayer's money." Jim Sisson echoed: try to stretch the override "as long as we can".

Source: Select Board, June 10 2026 (meeting page; remarks at ~21:05 and ~21:51).

31

Expand the Select Board / School Committee collaboration model to other boards

Pending

Moses Grader, June 10: the collaboration with the schools during the override was "very impressive" — intent to continue it and expand to other boards.

Source: Select Board, June 10 2026 (meeting page; remarks at ~28:00).

Section F Not yet committed

Cost-side items the boards have not put on the record.

These ideas appear on what can we do. None has been promised. They are listed here so the question — when, if ever? — has a permanent home.

Quarterly checkpoint

First check-in: early October 2026.

Under the MOU and the June 10 Select Board commitment, the first joint financial review with the School Committee and Finance Committee is scheduled for the first weeks of October, after the close of Q1. This section updates after each quarterly meeting with what changed on the list above.

Q1 FY27 review — awaiting October 2026

Status changes, new commitments, and items pulled off the list will be logged here after the meeting.

Companion pages and corrections

Help us tighten this.

If a primary source contradicts a row, if a commitment is missing, or if you've watched a meeting where the boards moved an item on this list, please write.