Key terms

Two types of certified budgets

The process branches depending on how the School Committee certifies its budget relative to what the towns can fund within their levy limits.

Level Funded

The requested budget is at or near the standard increase of half of new revenues. Even though towns give more to the schools, it is less than the decrease in Chapter 70 state aid — resulting in roughly $600,000 less for the school. A level-funded budget is also any request low enough to be covered without significant impact on other town department budgets.

Greater than Level Funded

Any budget the School Committee certifies that exceeds the level-funded definition above. This triggers the more involved approval sequence, including potential Town Meetings and override votes.

Starting point

School Committee certifies a budget

The School Committee must certify its budget request by April 30th. The budget is then sent to both Mendon and Upton for consideration at their Town Meetings.

Passes in both towns
Outcome: Budget is approved in both towns with no override step required. Next step: review the Numbers and Vote Info pages for current figures and dates.
Fails in one or both towns

The School Committee must act within 30 days. The outcome depends on whether this is the first or second failure.

First failure

Option A

School Committee accepts the Town's appropriation.

Outcome: This budget path closes at the town-approved amount. Next step: review likely service effects on the Tradeoffs page.
Option B

School Committee recertifies at greater than the Town approved. The Selectmen must call a Town Meeting within 45 days.

Approved
Outcome: Town Meeting approves this branch. Next step: compare pass/fail service impacts on the Tradeoffs page.
Conditional

Town Meeting approves contingent on an override vote.

Override passes
Outcome: Budget is authorized through the override. Next step: confirm voting logistics on Vote Info.
Override fails
Budget funded at reduced level. Money must be found within existing levy limits; town departments may be impacted.
Defeated

Town Meeting votes no. Override vote is triggered.

Override passes
Outcome: Budget is authorized through the override. Next step: confirm voting logistics on Vote Info.
Override fails
Budget funded at levy limit. Money must be found; town departments impacted.

Second failure

Option A

School Committee accepts the Town's appropriation.

Outcome: This budget path closes at the town-approved amount. Next step: review likely service effects on the Tradeoffs page.
Option B

School Committee forces a Joint Town Meeting (JTM) with both Mendon and Upton.

JTM fails
Outcome: Joint Town Meeting does not advance this branch. Next step: follow School Committee recertification options and review Tradeoffs.
JTM passes
Budget approved. Money must be found and town departments are impacted.

An override may be attempted. If it passes, the levy increase covers the gap. If it fails, departments absorb cuts.

Override vote

Town Ballot — the override question

When a Prop 2½ override is placed on the Town Election ballot, voters directly authorize (or reject) a permanent levy increase. This is the stage Mendon is currently in for FY27.

Ballot passes
Outcome: Override is approved and the levy increase is permanent. Next step: track implementation details on the Numbers page and future Town postings.
Ballot fails

The School Committee must act. It has three paths.

Path A

School Committee recertifies at Level Funded.

Outcome: Process closes on a level-funded recertification. Next step: compare service-level implications on the Tradeoffs page.
Path B

School Committee calls a Joint Town Meeting.

JTM fails
Outcome: Joint Town Meeting does not advance this branch. Next step: monitor School Committee recertification and review Tradeoffs.
JTM passes
Budget approved by default. Money must be found; town departments are impacted.

An override may be attempted at this point. Passes → budget covered. Fails → departments absorb the gap.

Path C

School Committee recertifies at greater than Level Funded. Selectmen decide whether to call a Town Meeting within 45 days.

No Town Meeting called
Budget approved by default. Money must be found; town departments are impacted.
Town Meeting called

Town Meeting votes on the budget.

Approved
Outcome: Town Meeting approves this branch. Next step: review figure details on the Numbers page.
Defeated
New budget approved contingent on a Prop 2½ override.  The override goes to a future ballot.
Conditional
Outcome: New budget is approved unconditionally. Next step: compare remaining override scenarios on the Tradeoffs page.

An override may still be attempted. If it passes, the levy increase covers the cost. If it fails, the unconditional approval stands at the lower amount.

Current status

Where Mendon is in this process

The School Committee has certified a budget greater than Level Funded for FY27. Town Meeting voted to approve it contingent on a Prop 2½ override. The override question is now on the Town Election ballot — this is the vote residents are being asked to decide.

A yes vote resolves the process: the levy increase is authorized and no departments are impacted. A no vote returns the School Committee to the options in Phase 2 above.

See the Vote Info page for election dates and polling details, and the Numbers page for the specific dollar figures involved.

Source

About this process diagram

This page describes the statutory framework governing how the Mendon-Upton Regional School District budget is certified, reviewed, and approved under Massachusetts General Laws Chapter 71 and Proposition 2½ (M.G.L. c. 59, § 21C).

For the authoritative current warrant language and budget documents, see the Documents page or visit mendonma.gov.