Finance, Wage & Personnel Standing Committee

FIFTEEN ROPE FERRY ROAD
WATERFORD, CY 06385-2886
PHONE; 860-442-0553
wwwiivaterlordclorg
AGENDA
Finance, Wage, & Personnel Standing Committee of the RTM
Meeting January 27, 2026
6:00 PM - Waterford Town Hall
BoE Conference Room
1. Call to Order
2. Roll Call
3. Public Comments
4. Approval of 8/20/25 and 9/3/25 meeting minutes
5. Consideration of and possible action of items referred to the committee:
e Review of Ordinance 3.17 Fleet Management (RTC 8/4/25)
e CIP Approval Process Pilot Program (RTC 6/2/25)
e Salaries of Elected Officials (RTC 12/2/24)
6. Adjournment
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FIFTEEN ROPE FERRY. ROAD
PHONE: 860-442-0553
WATERFORD, GT 06385-2886
www.waterfordct.org
MINUTES
FINANCE, WAGE & PERSONNEL STANDING COMMITTEE OETHE RTM _
Special Meeting 4 8 ra
Wednesday, August 20, 2025 :
6:00PM — Waterford Town Hall =
Louise Appleby Room bs
U
1. Call to Order 6:00pm w
2. Pledge of Allegiance Ww
3. Roll Call
Present: Chairman Harry Colonis, Danielle Steward-Gelinas, Kate MacKenzie, Ted
Olynciw, Kayla Mullen
Absent: None
Also present: RTM Minority Leader Susan Driscoll, RTM Moderator Paul Goldstein, RTM
Member Tim Condon, Town Clerk David Campo, Assessor Paige Walton, Finance Director
Kim Allen, and Town Attorney Rob Avena.
4, Public Comment: Resident Jeffrey Craddoc, 38 Seabreeze Drive, spoke in support of ITEM
6B and how he would qualify, along with additional background on the subject.
5. To consider and act upon the minutes of the January 27, 2025 meeting
MOTION by Steward-Gelinas, seconded by Olynciw, to accept.
VOTING IN FAVOR: Unanimous
6. Consideration of the possible action on items referred to committee:
B. New Veteran’s Tax Exemption for Disabled Veterans (RTC, 04/04/2025)
Assessor Paige Walton provided background citing previous legislation that
provided an exemption for Veterans with a 100% disability rating that left out
Veterans or families that may be entitled. The notable absences were Totally
Disabled individually Unemployable (TDIU} individuals and Gold Star Families.
Public Act No, 25-168 (Summary Attached) would allow for the addition of these
ratings per an ordinance passed by the town’s legislative body. The Assessor
estimates the impact to the town would be $30,000. She noted.that the amount
Is subject to unknowns and could change.
Town Attorney Avena recommended that these be added to the Waterford Code
of Ordinances as two new sections under section 3.12, The reason that this ts in
committee now is to have this in place by October 1, 2025 to allow the Town to
apply it to the next Grand List. The bill clarifies and provides the language to
apply the exemption.

RTM Member Tim Condon noted that some of the language in regard to trusts is
somewhat contradictory, but Town Attorney Avena believes it is defendable and
the language is required under Public Act No. 25-168,
The body discussed what they thought would be the logical way to incorporate
the ordinances within the Waterford Code of Ordinances. It was decided to
entitle the ordinance that relates to Totally Disabled Individually Unemployable
residents as 3.12.145 and Gold Star Families as 3.12.182 (See Attachment)
MOTION by Steward-Gelinas, seconded by Mullen to move Draft 1 of Ordinance
3,12.145 and Draft 1 of Ordinance 3.12.182 to a Public Hearing on 09/03/2025.
(See Attachment}
VOTING IN FAVOR: Unanimous
A. Review of Ordinance 3.17 Fleet Management (RTC 08/04/2025)
RTM Member Tim Condon provided background for his letter (See Attachment)
to the RTM in regard to Chapter 3.17 — Fleet Management Plan and Reserve
Account Fund. The intent of the fleet ordinance is to provide a five year look
forward while amortizing for the tax impact on the residents. He is concerned
that this may create an unsustainable and unaffordable wave of expenses, if we
don’t review and make some adjustments to the ordinance. He explained that
lease options may be an option to keep fleet expenses consistent and to identify
larger fleet expenses, The town officials need to see how fleet works and how it
will affect us year to year.
Finance Director Kim Allen noted that this review and update could provide the
town with additional options to fund larger fleet purchases,
Draft language would be compiled by Town Attorney Avena and Finance Director
Kim Allen.
7. Adjournment
~ MOTION by Steward-Gelinas, seconded by Colonis, to adjourn at 6:32.
VOTING IN FAVOR Unanimous
Harry Colonis
Chair ~ Finance, Wage & Personnel Committee

RECEIVED FoR RECORD
House Bill No. 7287 WATERFORD, C1
applicable to assessment years commencing on or after October 1, 2005)G 2b1P 3 27
Any person who has established his or her entitlement torarpropelty?
tax exemption under subdivision (19), (20), (22), (23), (24), (25), (26), (28),
[or] (63) or (83) of section 12-81 or section 12-81¢ for a particular
agsessinent year shall be isstied a certificate as to such entitlement by the
tax assessor of the relevant municipality. Such person shall be entitled
to such exemption in any municipality in this state for such assessment
yeai provided a copy of stich certificate is provided to the tax assessor
of any municipality in which such exemption is claimed and further
provided such person would otherwise have been eligible for. such
exemption in'stich municipality if he or she had filed for stich exemption
as provided under the general stattites,
Sec, 240. (NEW) (Effective October 1, 2025) (a) Any municipality, upon
approval by its legislative body, may provide that, in lieu of the
exemption prescribed under subdivision (20) of section 12-81 of the
general statutes, any resident of this state who has served in the Army;
Navy, Marine Corps, Coast Guard, Air Force or Space Force of the
United States and has been determined by the United States Department
of Veterans Affairs to have a service-connected total disability based on
individual unemployability shall be entitled to an exemption from
property tax on (1) that fractional share of a dwelling, including a
condominium, as defined in section 47-68a of the general statutes, a unit
in a common interest community, as defined in section 47-202 of the
general statutes, anda mobile manufactured home, as defined in section
12-63a of the general statutes, (A) that belongs to or is held in trust for
such resident, or that is possessed by such a residentas a tenant for life
or tenant for a term of years liable for property tax under section 12-48
of the general statutes, and (B) that is occupied by such resident as the
resident's primary residence, or (2) lacking-such residence, one motor
vehicle that belongs to or is held in trust for such resident and is garaged
in this state. As used in this subsection, ‘dwelling" does not include any
Public Act No, 25-168 350 of 745

House Bilf No. 7287
portion of the wnit or structure used by such resident for commercial
purposes or from which such resident derives any rental income.
(b) If such resident lacks such dwelling or motor vehicle in such
resident's name, the dwelling or motor vehicle, as applicable, belonging
to or held in trust for such resident's spouse, or possessed by such
resident's spouse as a tenant for life or tenant for a term of years liable
for property tax under section 12-48 of the general statutes, who is
domiciled with such resident, shall be so exempt. When any resident
entitled to an exemption under the provisions of this section has died,
the dwelling or motor vehicle, as applicable, belonging to or held in trust
for such deceased resident's surviving spouse, or possessed by such
deceased resident's surviving spouse as a tenant for life or tenant for a
term of years liable for property tax under section 12-48 of the general
statutes, while such spouse remains a widow or widower, or belonging
to or held in trust for such deceased resident's minor children during
their minority, or both, while they are residents of this state, shall be so
exempt as that to which such resident was or would have been entitled
at the time of such resident's death.
(c) No individual entitled to the exemption under this section and
under one or more of subdivisions (29), (22), (23), (25) and (26) of section
12-81 of the general statutes or section 241 of this act shall receive more
than one exemption.
(d) (1) No individual shall receive any exemption to which such
individual is entitled under this section until such individual has
complied with section 12-95 of the general statutes and has submitted
proof of such individual's determination by the United States
Department of Veterans Affairs, to the assessor of the town in which the
exemption is sought. If there is no change to an individual's
determination, such proof shall not be required for any assessment year
following that for which the exemption under this section is granted
initially. If the United States Department of Veterans Affairs modifies
Public Act No, 25-168 351 of 745

House Bill No. 7287
an individual's determination to other than a service-connected total
disability based on individual unemployability, such modification shall
be deemed a waiver of the right to the exemption under this section.
Any such individual whose determination was modified to other thana
service-connected total disability based on individual unemployability
may seek the exemption under subdivision (20) or (83) of section 12-81
of the general statutes, as applicable.
(2) Any individual who has been unable to submit evidence of such
determination by the United States Department of Veterans Affairs in
the manner required by this section, or who has failed to submit such
evidence as provided in section 12-95 of the general statutes, may, when
such individual obtains such evidence, make application to the tax
collector not later than one year after such individual obtains such proof
or not later than one year after the expiration of the time limited in
section 12-95 of the general statutes, as the case may be, for abatement
in case the tax has not been paid, or for refund in case the whole tax or
part of the tax has been paid. Such abatement or refund may be granted
retroactively to include the assessment day next succeeding the date as
of which such individual was entitled to such determination by the
United States Department of Veterans Affairs, but in no case shall any
abatement or refund be made for a period greater than three years.
(3) The tax collector shall, after examination of such application, refer
the same, with the tax collector's recommendations thereon, to the board
of selectmen of a town or to the corresponding authority of any other
municipality, and shall certify to the amount of abatement or refund to
which the applicant is entitled. Upon receipt of such application and
certification, the selectmen or other duly constituted authority shall, in
case the tax has not been paid, issue a certificate of abatement or, in case
the whole tax or part of the tax has been paid, draw an order upon the
treasurer in favor of such applicant for such amount, without interest.
Any action so taken by such selectmen or other authority shall be a
Public Act No. 25-168 352 of 745

House Bill No. 7287
matter of record and the tax collector shall be notified in writing of such
action,
(e) (1) In any municipality that provides the exemption under
subsections (a) to (d), inclusive, of this section, such municipality may,
upon approval by its legislative body, further provide that, for any
individual receiving the exemption under said subsections for a
dwelling described in subdivision (1) of subsection (a) of this section,
not more than two acres of the lot upon which such dwelling sits shall
be exempt from taxation,
(2) In any municipality that provides the exemption under
subsections (a) to (d), inclusive, of this section, such municipality may,
upon approval of its legislative body, further provide that the surviving
spouse of any resident of this state who (A) had served in the Army,
Navy, Marine Corps, Coast Guard, Air Force or Space Force of the
United States, (B) had been determined by the United States Department
of Veterans Affairs to have a service-connected total disability based on
individual unemployability, and (C) died prior to October 1, 2025, but
after a date to be determined by such legislative body, shall, while such
spouse remains a widow or widower, be entitled to the exemption
under this section.
(3) In any municipality that provides the exemption or exemptions
under this section, such municipality may, upon approval of its
legislative body, limit the total amount of the exemption or exemptions
granted under this section to the median assessed valuation of
residential real property in such municipality.
Sec, 241, (NEW) (Effective October 1, 2025) (a) Any municipality, upon
approval by its legislative body, may provide that the surviving spouse,
while such person remains a widow or widower, of a person who was
killed in action while performing active military duty with the armed
forces, as defined in subsection (a) of section 27-103 of the general
Public Act No. 25-168 353 of 745

House Bill No. 7287
matter of record and the tax collector shall be notified in writing of such
action.
(e) (1) In any municipality that provides the exemption under
subsections (a) to (d), inclusive, of this section, such municipality may,
upon approval by its legislative body, further provide that, for any
individual receiving the exemption under said subsections for a
dwelling described in subdivision (1) of subsection (a) of this section,
not more than two acres of the lot upon which such dwelling sits shall
be exempt from taxation,
(2) In any municipality that provides the exemption under
subsections (a) to (d), inclusive, of this section, such municipality may,
upon approval of its legislative body, further provide that the surviving
spouse of any resident of this state who (A) had served in the Army,
Navy, Marine Corps, Coast Guard, Air Force or Space Force of the
United States, (B) had been determined by the United States Department
of Veterans Affairs to have a service-connected total disability based on
individual unemployability, and (C) died prior to October 1, 2025, but
after a date to be determined by such legislative body, shall, while such
spouse remains a widow or widower, be entitled to the exemption
under this section.
(3) In any municipality that provides the exemption or exemptions
under this section, such municipality may, upon approval of its
legislative body, limit the total amount of the exemption or exemptions
granted under this section to the median assessed valuation of
residential real property in such municipality.
Sec. 241. (NEW) (Effective October 1, 2025) (a) Any municipality, upon
approval by its legislative body, may provide that the surviving spouse,
while such person remains a widow or widower, of a person who was
killed in action while performing active military duty with the armed
forces, as defined in subsection (a) of section 27-103 of the general
Public Act No, 25-168 353 of 745

House Bill No. 7287
statutes, which surviving spouse is a resident of such municipality, shall
be entitled to an exemption from property tax on (1) that fractional share
of a dwelling, including a condominium, as defined in section 47-68a of
the general statutes, a unit in a common interest community, as defined
in section 47-202 of the general statutes, and a mobile manufactured
home, as defined in section 12-63a of the general statutes, (A) that
belongs to or is held in trust for such surviving spouse, or that is
possessed by such a surviving spouse as a tenant for life or tenant for a
term of years liable for property tax under section 12-48 of the general
statutes, and (B) that is occupied by such surviving spouse as the
surviving spouse's primary residence, or (2) lacking such residence, one
motor vehicle that belongs to or is held in trust for such surviving
spouse and is garaged in this state. As used in this subsection,
“dwelling” does not include any portion of the unit or structure used by
such surviving spouse for commercial purposes or from which such
surviving spouse derives any rental income.
(b) No surviving spouse entitled to the exemption under this section
and under one or more of subdivisions (19), (20), (22), (23), (25), (26) and
(83) of section 12-81 of the general statutes, section 12-81ii of the general
statutes or section 240 of this act shall receive more than one exemption.
(c) (1) A surviving spouse described in subsection (a) of this section
who claims an exemption from taxation under this section shall give
notice to the town clerk of such municipality that he or she is entitled to
such exemption.
(2) Any such surviving spouse submitting a claim for such exemption
shall be required to file an application, on a form prepared for such
purpose by the assessor, not later than the assessment date with respect
to which such exemption is claimed, which application shall include at
least two affidavits of disinterested persons showing that the deceased.
person was performing such active military duty, that such deceased
person was killed in action while performing such active military duty
Public Act No. 25-168 354 of 745

House Bill No. 7287
and the relationship of such deceased person to such surviving spouse,
provided the assessor may further require such surviving spouse to be
examined by such assessor under oath concerning such facts. Such town
clerk shall record each such affidavit in full and shall list the name of
such surviving spouse claimant, and such service shall be performed by
such town clerk without remuneration. No assessor, board of
assessment appeals or other official shall allow any such claim for
exemption unless evidence as herein specified has been filed in the office
of such town clerk. When any such surviving spouse has filed for such
exemption and received approval for the first time, such surviving
spouse shall be required to file for such exemption biennially thereafter.
(3) The assessor of such municipality shall annually make a certified
list of all such surviving spouses who are found to be entitled to
exemption under the provisions of this section, which list shall be filed
in the town clerk's office, and shall be prima facie evidence that such
surviving spouses whose names appear thereon are entitled to such
exemption as long as they continue to reside in such municipality and
as long as the legislative body of such municipality continues to provide
for such exemption. Such assessor may, at any time, require any such
surviving spouse to appear before such assessor for the purpose of
furnishing additional evidence, provided, any such surviving spouse
who by reason of disability is unable to so appear may furnish such
assessor a statement from such surviving spouse's attending physician
or an advanced practice registered nurse certifying that such surviving
spouse is totally disabled and is unable to make a personal appearance
and such other evidence of total disability as such assessor may deem
appropriate.
(4) No such surviving spouse may receive such exemption until such
surviving spouse has proven his or her right to such exemption in
accordance with the provisions of this section, together with such
further proof as may be necessary under said provisions. Exemptions so
Public Act No. 25-168 3355 of 745

House Bill No, 7287
proven shall take effect on the next succeeding assessment day.
(d) Any such surviving spouse who has submitted an application and
been approved in any year for the exemption provided in this section
shall, in the year immediately following approval, be presumed to be
qualified for such exemption. During the year immediately following
such approval, the assessor shall notify, in writing, each surviving
spouse presumed to be qualified pursuant to this subsection.
(e) (1) In any municipality that provides the exemption under
subsections (a) to (d) of this section, such municipality may, upon
approval by its legislative body, further provide that, for any individual
receiving the exemption under said subsections for a dwelling described
in subdivision (1) of subsection (a) of this section, not more than two
acres of the lot upon which such dwelling sits shall be exempt from
taxation.
(2) In any municipality that provides the exemption or exemptions
under this section, such municipality may, upon approval of its
legislative body, limit the total amount of the exemption or exemptions
granted under this section to the median assessed valuation of
residential real property in such municipality.
Sec. 242, Section 12-81ii of the general statutes is repealed and the
following is substituted in lieu thereof (Effective October 1, 2025):
(a) (1) Except as provided in subdivision (2) of this subsection, any
municipality, upon approval by its legislative body, may provide that
any parent whose child was killed in action, oy the surviving spouse of
a person who was killed in action, while performing active military duty
with the armed forces, as defined in subsection (a) of section 27-103,
which parent or surviving spouse is a resident of such municipality,
shall be entitled to an exemption from property tax, provided such
parent's or surviving spouse's qualifying income does not exceed (A) the
Public Act No. 25-168 356 of 745

Current ordinances — August 2025
Chapter 3.12 PROPERTY TAX EXEMPTIONS
3.12.010 - Buildings with solar energy systerns. RECEIVED FOR RECORD
8 ayy WATERFORD. CT
3.12.020 - Private residences with solar electricity-generating systems.
i W195 AUG 2b1P 3 2b
3.12.030 - Buildings with passive solar energy systems. ih &
3.42.040 - Blind persons.
3,12,050 — Property leased te nonprofit organization.
" 3,12.060 - Homestead exemption for elderly or totally disabled—Authority.
3.412.070 - Homestead exemption—~Qualifications.
3,12.080 - Homestead exemption—Applicability—Acreage restriction,
3.12.090 - Homestead exemption—Application for tax credit—tssuance of certificate.
3,412,100 - Homestead exemiption—Application—Denlal—Right of appeal.
3.12.110 - Homestead exemptlon—Effective date.
3,12,120 - Homestead exemption—Limitation.
3.12.130 - Homestead exemption—Conveyance of interest in real property.
3.42,140 - Tax exemption for qualified veterans.
3.12.444 - Additional exemption; qualifying income.
3,12,142 - Veterai''s surviving spouse,
3.12,143 - Application for additional exemption.
3,12.144 - Notification; change in qualifying income.
3.142.145 ~ NEW Settion Sept 2025...:.need subtitle
3.12.150 - Tax exemption for modified handicap accessible vehicle.
3.12.160 - Tax abatement for volunteer firefighters.
3.12.176 - Excess tax paymenis.
3.12,.180 - Property tax exemption for buildings used in farming.
3.42,181~- Tax exernption for gold star parents/spouses.
3,12.182 ~ NEW Section Sept 2025... need subtitle

3.12.140 - Tax exemption for qualified veterans. Current August 2025
Pursuant to Section 22-81(21}{c} af the Connecticut General Statutes Annotated, an exemption from any property tax Is
authorized for qualified veterans, The dwelling house and the lot whereupon the same is erected, belonging to or held in trust for
any citizen and resident of this state, occupied as such citizen's domicile shail be fully exempt from focal property taxation if such
citizen is a veteran of the Army, Navy, Marine Corps, Coast Guard or Air Force of the United States and has received financial
assistance for specially adapted housing under the provisions of Section 801 of Title 38 of the United States Code and has applied
such assistance toward the acquisition of such dwelling house. The same exemption may also be allowed on such housing unlts
owned by the surviving spouse of such veteran: {1) while such spouse remains a widow or widower; or (2) upon the termination of
any subsequent marriage of such spouse by dissolution, annulment, or death, or by such veteran and spouse while occupying such
premises as a residence,
Application for such exemption must be filed In accordance with C.G.S.A, § 12-81(21}{c) within thirty days following the annual
assessment date.
(R.T.M. 10-3-94)
3.12.141 - Additional exemption; qualifying income.
Pursuant to Connecticut General Statutes Section 12-81f(a), as amended, any veteran entitled to an exemption from property tax
- In accordance with Connecticut General Statutes Section 12-84(19) shall be entitled to an additional exemption of ten thousand
dollars, applicable to the assessed value of the property, provided such veteran‘s qualifying income does not exceed, by more than
twenty-five thousand dollars, the applicable maximum amount as provided under Section 12-811 of the Connecticut General
Statutes, as the same may be amended from time to time.
(RTM. 6-7-04 § 4)
3.12.142 - Veteran's surviving spouse.
Pursuant to Connecticut General Statutes Section 12-84f(b}, as amended, any veteran's surviving spouse entitled to an exemption
from property tax Ih accordance with Connecticut General Statutes Section 12-81{22) shail be entitled to an additional exemption of
ten thousand dollars, applicable to the assessed value of property, provided such surviving spouse's qualifying Income does not
exceed by more than twenty-five thousand dollars, the maximum amount applicable to an unmarried person as provided under
Section 12-8141 of the Connecticut General Statutes, as the same may be amended fram time to thme,
(R.T.M. 6-7-04 § 2)
3.12.143 - Application for additional exemption.
Any such veteran or spouse submitting a claim for such additional exemption shall be required to file an application on a form
prepared for such purpase by the assessor, nat later than thirty days following the assessment date with respect to which such
additional exemption Is claimed, provided when an applicant had filed for such exemption and recelved approval for the first time,
such applicant shall be required to file for such exemption biennially thereafter, subject to the provisions of Section 3.12.144 of this
chapter, Each such application shall include a copy of such veteran's or spouse's federal income tax returns, or in the event such a
return is not filed such evidence related to income as may be required by the assessor, for the tax year of such veteran or spouse
ending immediately prior to the assessment date with respect to which such additional exemption is claimed. With respect to an
exemption applicable to the October 1, 2004 grand list only, an applicant may fife an application no later than December 31, 2004,
(R.T.M. 6-7-04 § 3)
3.12.144 - Notification; change in qualifying income.
Any person who has submitted an application and been approved in any year for the additional exemption under Section 3.12.141
or 3.412.142 of this chapter shall, in the year immediately following approval, be presumed to be qualified for such exemption. During
the year immediately following such approval, the assessor shail notify, In writing, each person presumed to be qualified pursuant to
the section. If any person has qualifying income in excess of the maximum allowed under Sectlons 3.212.141 or 3.12.142, such person
shall notify the assessor on or before the next filing date for such exemption and shall be denied such exemption for the assessment
year immediately following and for any subsequent year until such person had reapplied and again qualified for such exemption. Any
person who fails to notify the assessor of such disqualification shall make payment to the municipality in the amount of property tax
loss related to the exemption improperly taken.
(R.T.M. 6-7-04 § 4)

3.12.181 - Tax exemption for gold star parents/spouses, Current August 2025
Pursuant to the Connecticut General Statute §§ 12-81(15), (20), (24), and in accordance with Public Act No. 17-65, any parent
whose child was killed in action, or, the surviving spouse of a person who was killed In action, while performing active military
duty with the Armed Forces, as defined jn C.G.S.A. § 27-103, which parent or surviving spouse is a resident of the Town of
Waterford, shall be entitled to an exemption of twenty thousand dollars applicable to the assessed value of property within the
town and subject to taxation; provided such parent's or surviving spouse's qualifying income does not exceed by more than
twenty-five thousand dollars the maximum amount applicable to an unmarried person as provided under C.G.S.A. § 12-841,
A, Application for additional exemption.
4. Any such surviving parent or spouse submitting a claim for such additional exemption shall: (1) notify the town
clerk; and (2) file an application on a form prepared for such purposes by the assessor, which must be filed
between February 1 and October 31, as to the October 1 “tassessment date for which the exemption is claimed.
2. Each such person clalming this exemption shall provide the assessor two notarized affidavits of disinterested
persons showing that: (1) the deceased child or person was performing such active military duty, that such
deceased child or person was killed in action while performing such duties; and (2) the relationship of such
deceased chiid to such parent, or such deceased person to such surviving spouse. Such parent or surviving
spouse may further be required by the assessor to be examined under oath concerning such facts. Such town
clerk shall record each such affidavit In full and shail list the name of such parent or surviving spouse claimant,
and such service shall be performed without remuneration.
3. Each such application to the assessor shall Include a copy of the surviving parent's or surviving spouse's federal
Income tax return, or In the event such a return is not filed such evidence of Income as required by the assessor
for the tax year ending Immediately prior to the assessment date to which such exemption is claimed, Once
such application for the exemptian |s recelved and approved for the first time, such applicant shall be
subsequently required to file on a biennial basis.
4. The assessor shall annually make a certified list of the recipients of this exemption and file such list with the
town clerk which shall be prima facie evidence that such parents or surviving spouses whose names appear
thereon are entitled to such exemptions long as they continue to reside In the Town of Waterford.
5. Upon sale or transfer of said property to which the exemption is applied the exemption shall be prorated as of
the date of sale. if property is transferred to a trust, the trust must benefit the recipient of the exemption and
no other. A certified statement from the preparer of any such trust must be submitted Indicating the
beneficiary,
B. Limit to exemption. This exemption is in addition to the basic veteran exemption under C.G.S.A, §§ 12-B1{19}, (20),
(24). However, no applicant may receive more than one additional municipal property tax exemption for veterans or
their family members under C.G.5.A. §§ 12-81(f), (g).
C. General provisions. Any such parent or surviving spouse who has submitted an application and been approved in any
year for the exemption provided in this section shall, in the year Immediately following approval, be presumed ta be
qualified for such exemption. During the year immediately following such approval, the assessor shall notify, in
writing, each parent or surviving spouse presumed to be qualified pursuant to this subsection. If any such parent or
surviving spouse has qualifying income In excess of the maximum allowed under the ordinance codified in this
section, such parent or surviving spouse shall notify the assessor on or before the next filing date of such exemption
and shail be denied such exemption for the assessment year immediately following and for any subsequent year
until such parent or surviving spouse has reapplied and again qualified for such exemption. Any such parent or
surviving spouse who fails to notify the assessor of such disqualification shall make payment to municipality In the
amount of property tax loss related to such exemption improperly taken, Said ordinance shall become effective
fifteen days after passage and shall commence with the October 1, 2019 Grand List,
(Amend. of 12-18-18{2}}

NEW Ordinance 3.12,145 Draft1 8/20/25
nous etE AN RE
ECEIVED FOR RECORD
. OFTERE ORD: eT
105 AUS 21P 3 25
3.12.145 ~ Exemptions for veterans with TDIU determination
Pursuant to the Connecticut General Statutes §12-84 (19), (20), (21), (83) and in-accordance with Public Act No, 25-168,
any Waterford resident who has served in the Army, Navy, Marine Corps, Coast Guard, Air Force or Space Force of the
United States and has been determined by the United States Department of Veterans Affalrs to have a service-connected
total disability based on Individual unemployability (TDIU) shall be entitled to an exemption from property tax on elther of
the following:
i. The fractional share of a dwelling, including a'cofdominium as defined in C.G.S. § 47-68a, a unit in'a common
interest community as defined in C.G.5. §47-202, anda mobile manufactured home as defined In -C.G.S, §12-
63a, that (a) belongs to or Is held in trust for such resident, or is possessed by stich a resident asa tenant for
life or tenant for a term of years liable for property-tax.under C.G.S. §42-48, and (b) is occupled by such
resident as the resident's primary residence, or
2. Lacking such a residence, one motor vehicle that belongs to or is held in trust for such resident and is
gataged In this state,
As used in this subsection, “dwelling” does not Include any portion of the unit or structure used by such resident for
commercial purposes or from which such resident derives any rental income.
If stich resident lacks such dwelling or motor vehicle in such resident's name, the dwelling or motor vehicle, as
applicable, belonging to or held in trust for such resident's spouse, or possessed by such resident's spouse as a tenant for
life or tenant for a term of years liable for property tax under C.G.S, §12-48, who is domiciled with such resident, shall be
so-exempt,
When any resident entitled to an exemption under the provisions of this séction has died, the dwelling or motor
‘vehicle, as applicable, belonging to or held in trust for such deceased resident's surviving spouse, or possessed by such
deceased resident's surviving spouse as a tenant for life or tenant fot a term of years liable for property tax under C.G.5..§
12-48, while such spouse remains a widow or widower, or belonging to or held In trust for'such deceased. resident's mihor
children during their minority, or both, while they are residents of this state, shall be so exempt’ as that to which such
resident was or would have been entitied at the time of such resident's death.
A. Application for dwelling exemption.
1._No individual shall receive any exemption under this section until such individual has complied with G.G.S. §
12-95 and has submitted proof of such individual's determination by the United States Department of
Veterans Affairs to.the Waterford assessor.
2. lf there is no change to an individual's TDIU determination, such proof shall not be required for any
assessment yeat following that for which the exemption under this section Is granted initially, if the United
States Department of Veterans Affairs modifies an individual's determination to other than a service-
connected total disability based on individual unemployabllity, such modification shail be deemed a walver
of the right to the exemption under this section, Any such individual whose determination was modified to
other than_a sérvice-connected TDIU may seek-an exemption under subdivision {20} of (83) of section 12-81
of the general statutes, as applicable,
B. Retroactive abatement or refund.

NEW Ordinance 3.12.145 Drafti1 8/20/25
1.
Any individual who has been unable to submit evidence of TolU determination by the United States
2.
Department of Veterans Affairs in the manner required by this section, or who has falled to submit such
evidence as provided In C.G.S. §12-95 may, when such individual obtains such evidence, make application to
the tax collector not later than one year after such individual obtains such proof or not later than one year
after the expiration of the time limited In C.G.S.§ 12-95, as the case may be, for abatement in case the tax
has not been paid, or for refund in case all or part of the tax has been paid. Such abatement or refund may
be granted retroactively to include the assessment day next succeeding the date as of which such individual
was entitled to TOIU determination by the United States Department of Veterans Affairs, but In no case shall
any abatement or refund be made for a period greater than three years,
The tax collector shall refer such application, with the tax collector's recommendations thereon, to the board
of selectmen and shall certify to the amount of abatement or refund to which the applicant is entitled. Upon
receipt of such application and certification, the board of selectmen shall issue a certificate of abatement if
the tax has not been paid or, In case all or part of the tax has been paid, draw an order upon the treasurer in
favor of such applicant for refund of such amount, without interest. Any action so taken by the board of
selectmen shall be a matter of record and the tax collector shall be notified in writing of such action.
C,__Limit to exemption.
1, __No individual entitled to the exemption under one or more subdivisions of C.G.5, § 12-84 (19), (22), (23),
{25), (26) and (83) shall receive more than one exemption.
2.__No applicant may receive more than one additional municipal property tax exemption for veterans ar thelr
family members under C.G.S. §12-81 (f} and {g).
{RTM xx/xx/25)

NEW Ordinance 3.12.182 Draft 1 8/20/25
RECEIVED FOR RE
WATERFORD Gro
WS AUG 2b1P B25
3.12,182 — Alternate exemption for gold stay surviving spouses
Pursuant to the Connecticut General Statutes §§ 12-81 (19), (20), (21), (83), and In accordance with Public Act No. 25-
168, any surviving spouse who Is’a resident of the Town of Waterford, while such person remains a widow or widower of a
person who was killed in action while performing active military duty with the armed forces, as defined in C.G.5. § 27-103,
shall be entitled to an exemption from property tax on either of the following:
A. The fractional share of a dwelling, including a condominium, as defined in C.G.5, §47-68a, a unit Ina common _
interest community, as defined in C,G.S. §47-202, and a mobile manufactured home, as-defined in C.G.S. 12-63a,
that (1) belongs to or is held in trust for such surviving spouse, or that is possessed by such a surviving spouse as a
tenant for life of a tenant for a term of years liable for: property tax under-C.G,5. 12-48, and (2 that Is. o¢cubled by
such.surviving spouse as the surviving spouse’s primary residence, or
B. Lacking such residence, one motor vehicle that belongs to of Is held in trust for such surviving spouse and is
paraged in this state.
As used in this subsection, “dwelling” does ot include any portion of the unit or structure used by such surviving
spouse for commercial ptitposes. or from which such surviving spouse derives any rental income.
No surviving ‘spouse entitled to the exemption under this section and under one or more of subdivisions (19), (20), (22)
(23), (25}, (26) and (83) of section 12-81 and section 12-811 of the. General Statutes, shall receive.more than one
exemption.
C, Application for dwelling exemption.
1. Any such surviving spouse submitting a claim for such exemption shall; (1) notify the town clerk; and (2) file an
application of a form prepared for such purpose by the assessor, not later than the October 1 assessrfient date
with respect to: which such exemption Is claimed.
2. Each such person claiming this exemption shall provide the assessor two notarized affidavits of disinterested
persons showing that: (1) the deceased person was performing such active military duty, that such deceased
person was killed in action while performing such duttes;-and (2) the relationship of such deceased person to
such surviving spouse. Such surviving spouse may further be required by the assessor to be examined under _
oath concerning such facts. Such town clerk shall record each such affidavit in full and shall list the name of
such surviving spouse claimant, and such service shall be performed without remuneration, No-assessor,
board of assessment appeals or other official shall allow any. such claim for exemption unless eviderice as
herein. specified has been filed in the office of such town clerk
3. Once such application for the exemption is received and approved for the first time, such applicant shall be
subsequently required to file on a biennial basis.
4, The assessor shall annually make a certified list of the recipients of this exemption and file such list with the
town clerk which shall be prima facie evidence that such surviving spouses whose names appear thereon are
entitled to such exemptions long as they continue to reside in the Town of Waterford,

NEW Ordinance 3.12.182 Draft 1 8/20/25
D. Limit to exemption. No individual entitled to the dwelling exemption under one or more subdivisions of C.G.S, §§
12-84 (19), (20), (22), (23), (25), (26) and (83) shall recelve more than one exemption. No applicant may receive
more than one additional municipal property tax exemption for veterans or thelr family members under C.G.S. §§
12-81(f} and (g).
E. General provisions. Any such surviving spouse who has submitted an application and been approved in any year
for the exemption provided in this section shall, in the year immediately following approval, be presumed to be
qualified for such exemption, During the year Immediately following such approval, the assessor shall notify, in
writing, surviving spouses presumed to be qualified pursuant to this subsection. Said ordinance shall become
effective fifteen days after passage and shall commence with the October 1, 2025, Grand List.|
(RTM xx-xx-25)

8/4 /25~
Moderator Goldstien,
Sit, as you know.the manner in which we the Town of Waterford fund our fleet is. markedly different
from many of our neighboring communities. Boufne' from recommendations made after the .
dérégulation of power; it ls one that if admiiitstered correctly fully funds our fleet-without the use of
traditional methods:such as bonding, This method Is fair to both-the departments requesting the
vehicles and the taxpayer as It provides a known funding level fiscal years ir advance: To no-fault of any
particular board of individual the plan is‘faltering and in need. of some altétatioris if we deem thls model
worthy of continuing. Without:adjustment at Its current trajectory our fleet will become unaffordable In
Just a few budget cycles, This coupled. with the rate at which the RTM is able to revlew.and pass an
ordinance |s'on average over a year, makiiig now-the time to-act ifwe wish Impact-the fleet plan for FY
27-28, Some Items fecdmmehded for consideration would be,
3,17.050- include altérnativé funding methods such as lease purchase fo be available ta
be requésted.as a variance for vehicles:over a certain price point,
3,17,060- Charge the Ad Hoc Committee with the development of a funding level to be
submitted t¢ thé First Selectman. Similar to‘a request’ made by any other dapartments.
Add the ability for the RTM. to recommend 4.0 sur back-to the Board of Selécttnan the
same as the Board of Finance.
Add transparency to the funding level by Fequiring out year budget impacts-at current
funding-requests along with caleulations.as backup materials.
Add the ability for the Fleet Ad Hoc-to.Issue a varlatice itself without.a request from a
department head on issues of funding.
These are but a few changes that if implemented would bring sustainability along with greater
transparency ahd.understanding ofthow our fleet plan is funded and flinctions, Therefore, tam
fequesting that ordinance.3.17 Fleet Management Plait and Reserve Account Fund be sent Into
committee for review. and possible alteration, .
Respectfully Submitted, .
imothy R. Condon
District 4
Representative Town Meeting

FIFTEEN ROPE FERRY ROAD
WATERFORD, CT 06385-2886
PHONE: 860-442-0553
wwiwwaterfordet.org
Ie
MINUTES
FINANCE, WAGE & PERSONNEL STANDING COMMITTEE OF TH RIMG
PUBLIC HEARING & SPECIAL MEETING ‘ :
Wednesday, September 3, 2025 “sh i
6:00 P.M. - Waterford Town Hall, Louise Appleby Room Oe
The September 3, 2025 Public Hearing of the Finance, Wage & Persoiinel Standing Committée
of the RTM was called to order by Chairperson Harry Colonis at 6:00 P.M.
ROLL CALL
Present: Harry Colonis, Kayla Mullen, Ted Olynciw, Danielle Steward-Gelinas
Absent: Kate MacKenzie
Also Attending: Town Clerk David L. Campo, Town Attorney Robert Avena, RTM
Memiber Susan Driscoll, Assessor Paige Walton
The Public Hearing opened at 6:01 P.M.in regard to the Waterford Code of Ordinances
proposed amendments, Sections 3.12.145 — Exemptions for Veterans with TDIU
Determination and Section 3.12.186 — Alternate exemption for dwelling or motor
vehicle of veterans’ surviving spouse.
Assessor Paige Walton gave a summary of the proposéd améndments,
‘PUBLIC: COMMENT: Resident Jeffrey Craddoc, 38 Seabreeze Drive, spoke in support
of ITEM 6A.
Public hearing closed at 6:08 PM
The September 3,2025 Special Meeting of the Finance, Wage & Personnel Standing Committee
of the RTM was called to order by Chairperson Harty Colonis at 6:10 P.M.
ROLL CALL
Present: Harry Colonis, Kayla Mullen, Ted Olynciw, Danielle Steward-Gelinas
Absent! Kate MacKenzie
Also Attending: Town Clerk David L. Campo, Town Attorney Robert Avena, RTM
Member Susan Driscoll, Assessor Paige Walton
AGENDA ITEM 3: Minutes
MOTION by Olynciw, seconded by Steward-Gelinas, to approve-the minutes from the

August 20, 2025 meeting with the following corrections offered by Driscoll: add
“veterans deemed to have a total disability based on individual unemployability" to the
second sentence after “were” and replace ‘Totally Disabled Individually Unemployable”
in the last sentence with “TDIU” prior to “residents” in section 6B
VOTING IN FAVOR: Unanimous
AGENDA ITEM 4A: New Veteran’s Tax Exemption for Disabled Veterans, RTC
08/04/25
MOTION by Steward-Gelinas, seconded by Olynciw, to open discussion.
VOTING IN FAVOR: Unanimous
MOTION by Steward-Gelinas, seconded by Olynciw, to report issue out of committee
and recommend that the RTM approve the two proposed ordinances, Sections 3.12.145 —
Exemptions for Veterans with TDIU Determination and Section 3.12.186 — Alternate
exemption for dwelling or motor vehicle of veterans’ surviving spouse to extend the
maximum exemption to our veterans. (See attachment)
VOTING IN FAVOR: Unanimous
AGENDA ITEM 4B: No discussion
MOTION by Steward-Gelinas, seconded by Mullen, to adjourn at 6:31 P.M.
VOTING IN FAVOR: Unanimous
Respectfully submitted,
Harry Colonis
Chairperson

NEW Ordinance 3.12.145 Final Draft — 9/3/25
FOR RECORD
3.12,145 ~ Exemptions for veterans with TDIU determination ut 20, cr
Pursuant to the Conhectictit General Statutes 12-84 (19), (20),.(24), (83},-a
property tax on either of the following: Ti rites
1. The fractional share of a dwelling, including a condominium as defined in C.G.S, § 47-68a, a unit in a common
interest commurilty as defined in C.G.5, §47-202, and a moblle manufactured home as defined In C.G:S, §12-
63a, that {a} belongs to or Is held in trust for such resident, or is possessed by such a resident asa tenant for
life or tenant for a term of years liable for property tax.undet C.G.S. §12-48, aid (b) is occupied by such
resident as the resident's primary residence, or
2._Lacking such a residence, one tiotor vehicle that belongs te or is held in trust for such resident and is
garaged In this state.
As used in this subsection, “dwelling” does not include any portion of the unit or structure used by such resident for
commercial purposes or from which such resident derives any rental income.
ifsuch resident lacks such dwelling or motor vehicte In such resident's namé, the dwelling or motor vehicle, as
applicable, belonging to or held in trust for such resident's spouse, or possessed by such resident's spouse asa ténant for
life or tenant for a term of years liable for property tax under C.G.S. §42-48, who Js domiciled with such resident, shall be
so exempt.
When any resident entitled to an exemption under the provisions of this section has died, the dwelling or motor
vehicle, as applicable, belonging to or held in trust for such deceased resident's surviving spouse, or possessed by such
deceased resident's surviving spouse as a tenant for Ife or tenant for a term of years liable for property tax under C.G.S, 6
12-48, while such spouse remains a widow or widower, or belonging to or held in trust for such deceased residefit’s minor
children during their minority, or both, while they are residents of this state, shall be so exempt as that-to which such
resident Was or would have been entitled at the time of such resident's death,
A.__ Application for dwelling exeription.
1, __No individual shall receive any exemption under this section until such individual has complied with C.G.S. §
12-95 and has submitted proof of such individual's determination by the United States Department of
Veterans Affairs to the Waterford assessor.
2._ if there is no change to an individual's TDIU determination, such prdof shall not be required for any
assessment year following that for which the exemption under this section Js granted initlally, If the United
States Department of Veterans Affairs modifies‘an individual's determination to other than a service-
connected total disability based on individual unemployability, sich modification shall be deemed-a waiver
of the right to the exemption under this section. Any such individual whose determination was modified to
other than a service-connected TDIU may seek an exemption under subdivision (