Board of Selectmen Special Budget Meeting (linked)

DEPT/AGENCY:
TOW Ur wATERFORD
GENERAL FUND
2024-2025 PROPOSED BUDGET
10145
HUMAN RESOURCES DEPARTMENT
[ADMINISTRATION
51210 __|CLERICAL/TECHNICAL 64,027 63,784 59,969
51810 [OVERTIME 0 0 0
51920 [FCA 11,319 11,920 11,995
52010 [ADVERTISING 1,661 4,000 4,400
52020 __ [POSTAGE 514 968 904
52030 ___| PROFESSIONAL FEES 68,772 75,000 75,000
52040 __ |SERVICE CONT. & REPAIR 1,167 1,467 1,467
52050 |DUES, CONF. & EDUCATION 420 455 885
52070 | REIMBURSABLE EXPENSE 0 250 250
52080 __ | TELEPHONE 492 495 495
52300 __ | TRAINING 2,765 6,300 6,470
EMPLOYEE ASSIST. PROGRAM

Our Mission:
Our mission in Human Resources is to provide the Town’s citizens with quality, cost-effective
services in the areas of recruitment, retention, labor relations, training, safety and administration
of all benefits and employment policies of the Town. Our goal is to provide the above services
with integrity and efficiency in all of our interactions in a work environment that is characterized
by fairness, open communication, personal accountability, trust and mutual respect. The Town
of Waterford recruits, hires, compensates, trains and promotes persons on the basis of
qualifications for the work to which they will be assigned. The Town is committed to ensuring
that applicants are employed and employees are treated fairly during employment without
regard to race, color, sex, sexual orientation, gender identity or expression, national origin,
ancestry, religion, age, veteran status, physical or intellectual disability, marital status, present
or past history of mental disorder, learning disability or any other characteristic protected by
federal, state or local law. All employment-related policies, procedures and actions are designed
to comply with applicable laws.
Looking Back:
During FY 2023, the Human Resources Department posted and/or advertised 57 open positions,
resulting in 17 promotions, 28 new full-time hires, and 12 new part-time hires. In addition, the
Department processed 97 seasonal new/re-hires consisting of 41 employees for the Recreation
& Parks Department playground program and beach staff and 56 employees for the Youth &
Family Services’ Camp DASH program.
Recruitment by Fiscal Year
7 : ’
FY 2023 FY 2022 FY 2021 FY 2020
S D
fs) o
Number of People
Nn w
oO oO
RB
oo
Promotions New Hires

e Office Coordinator | (Rec & Park Dept): 48 years of service
Fire Marshal: 38 years of service
Traffic Device Control Technician: 33 years of service
Refuse Truck Driver: 32 years of service
Mechanic: 30 years of service
Firefighter: 28 years of service
Public Safety Dispatcher II: 26 years of service
Lieutenant (Police Dept.): 25 years of service
Public Safety Dispatcher |: 25 years of service
Clerk/Typist III (Public Works): 25 years of service
Deputy Town Clerk: 24 years of service
Director of Recreation & Parks: 23 years of service
Refuse Truck Driver: 20 years of service
Director of Utilities: 20 years of service
Turnover by Fiscal Year
Number of People
e N N Ww WwW
uw oun ow
b
uo
FY 2023 FY 2022 FY 2021 FY 2020
Retirements Resignations
As positions became open due to retirements or resignations or for any newly created positions,
the Human Resources Director, along with labor counsel and the union (if applicable), reviewed
job descriptions to ensure the duties of the position and the minimum qualifications were
accurately reflected. During FY 2023, the Human Resources Director presented 12 revised job
descriptions to the Personnel Review Board (PRB), which is the governing body that must approve
any new or revised job descriptions before they become effective.

2. Local 1303-037 of Council #4, American Federation of State, County, and Municipal
Employees (AFSCME) Collective Bargaining Agreement for July 1, 2022 — June 30, 2026
was ratified by the RTM on November 14, 2022.
3. United Public Service Employees Union/Connecticut Organization for Public Safety
Division (UPSEU/COPS) Waterford Police Union Collective Bargaining Agreement for July
1, 2022 — June 30, 2026 was ratified by the RTM on November 14, 2022.
Negotiations began in FY 2023 with the Local 818 of Council #4, American Federation of State,
County, and Municipal Employees (AFSCME), General Government Administrators (GGA) Union.
This collective bargaining agreement is expected to be settled in FY 2024.
Looking Forward:
For FY 2025, the Human Resources Department anticipates another year of active recruiting
based on the trends over the last three years. As the competition to hire and retain talented
employees continues to increase, the Town will continue to work on cultivating a positive culture
and positive employee experience along with ensuring the Town’s leaders and managers are
receiving the support and training they need to effectively lead their teams.
In regards to collective bargaining, the Town of Waterford and the Waterford Professional
Firefighters Association, Union Local 4629 International Association of Firefighters, AFL-CIO, will
start negotiations for a successor contract in FY 2024, with an anticipated settlement in FY 2025.
The current Firefighter contract ends June 30, 2024.

51110 — ADMINISTRATION $96,819
Human Resources Director
51210 — CLERICAL/TECHNICAL $59,969
Administrative Assistant
51910 — FRINGE BENEFITS $11,995
51920 -FICA: 7.65% of taxable wages of $156,788 = $11,995
GRAND TOTAL 51000 SERIES $168,783
52010 — ADVERTISING $4,400
Indeed: $300/post x 10 postings = $3,000
CCM: $150/post x 4 postings = $600
Newspaper: $400 x 2 postings = $800
Expended FY23
Expended FY22
Expended FY21
Expended FY20
$1,661 $2,341 $2,522 $5,841
52020 — POSTAGE 
$904
20 pieces per week @ $0.66 $686.40
50 certified notifications @ $4.35 $217.50
Expended FY23
Expended FY22
Expended FY21
Expended FY20
$514
$558
$694
$808
52030 — PROFESSIONAL FEES
$75,000
Legal fees in regards to collective bargaining, union grievances, policy
review, wage and hour, leave compliance, ADA, employee discipline/
termination
Expended FY23
Expended FY22
Expended FY21
Expended FY20
$68,772
$120,695
$68,525
$53,177

$100,000.00
$80,000.00
$60,000.00
$40,000.00
$20,000.00
S-
Total Expense
FY 2023 FY 2022 FY 2021
General Labor Negotiations MH&H Claims
52040 — SERVICE CONTRACTS AND REPAIRS $1,467
Color copies ($20/month) S 240.00
Lease fee for copier ($77.23/month) S 927.00
Copier overage fees ($25/month) S$ 300.00
Expended FY20
$2,063
Expended FY21
$1,293
Expended FY23
$1,167
Expended FY22
$1,268
52050 — DUES, CONFERENCES, EDUCATION $885
HR Specialist Monthly Newsletter $211.00
SHRM annual dues for Director $244.00
CT Business & Industry Assoc. (CBIA) Yearly HR Conference $250.00
Human Resource Leadership Assoc (HRLA) Workshops $180.00
$45 x 4 workshops
Expended FY23 Expended FY22 Expended FY21 Expended FY20
$420
$503
$418
$420
52070 — REIMBURSABLE TOWN EXPENSES
Refreshments for interview panels, workshops
$250
Expended FY23
Expended FY22
Expended FY21
Expended FY20
$0
$99
$245
$o

52300 — TRAINING $6,470
Local GovU on-line training for OSHA required trainings $5,270
and other required industry trainings for Town employees
(200 users @ $26.35/user). (see attached contract)
Trainings for Department Heads in areas such as leadership, $1,200
supervision, sexual harassment, diversity and cultural
competence.
Expended FY23 Expended FY22 Expended FY21 Expended FY20
$2,765 $195 so $50
52570 — EMPLOYEE ASSISTANCE PROGRAM
This program provides diagnostic assessment, counseling and referrals
for employees and their families. Three sessions are free of charge.
Additional sessions can be covered by employee’s health insurance.
Supervisory referrals are a useful management option as well. Cost is
based on 191 full-time employees @ $23.56 per person. (see attached
backup letter regarding price increase)
$4,500
Expended FY23 Expended FY22 Expended FY21 Expended FY20
$2,119 $1,991 $1,991 $1,991
53020 — OTHER SUPPLIES $1,050
Safety and risk management materials $500.00
Drug and Alcohol Clearinghouse Yearly CDL queries: $ 50.00
4O queries x $1.25/query
Office supplies to include labels, pocket folders, index $500.00
cards, badge sleeves, lanyards
Expended FY23
Expended FY22
Expended FY21
Expended FY20
$899
$128
$751
$632
GRAND TOTAL
$264,204

Customer Name: Town of Waterford (CT)
Customer Address: 15 Rope Ferry Rd
Waterford, Connecticut 63852
Attention: Director Christine Walters
Lexipol's Address: 2611 Internet Boulevard, Suite 100
Frisco, Texas 75034
Prepared By: Anali Walls
Expiration Date: 4/1/2024
Contract & Proposal Valid Through: 7/1/2024 - 6/30/2025
Signature:
Print Name:
)
, Title:
|
~ Date Signed:
, QTY DESCRIPTION UNIT PRICE DISC (%) EXTENDED
}200 | LocalGovl Full Library PerUser _USD 6,200.00 15.00 | _ USD 5,270.00
seal
Discount: | USD 932.00
TOTAL: | USD 5,270.00
The foregoing pricing has been prorated for the benefit of Agency and Agency therefore agrees that
they will waive the right to cancel this agreement until the end of the first renewal period.
The above subscription services, and when applicable, implementation services, shall be invoiced by Lexipol upon the
execution of this Agreement.
Discount Notes
15% Travelers members discount

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Director of Human Resources
Town of Waterford
15 Rope Ferry Road
Waterford, CT 06385
Dear Christine,
Thank you for inquiring about rates for the upcoming fiscal year.
It has been a privilege for us to be your partner since 2013. Since then, we have not sufficiently raised
our rates to fully reflect our annual increases in salaries, wages, and benefits. We want to continue to
work with you to provide these essential services but, in order to do so with the quality and response
time you have come to expect, we must increase our rate for the next agreement beginning on July 1,
2024 to $4500 for the 2024-25 fiscal year (equating to $23.56 per employee).
We look forward to continuing to provide EAP services for the Town of Waterford. Please let me know if
you would like to meet or schedule a call to discuss further.
Sincerely,
Co
Melissa Ortiz, MS, LPC
Interim Director
(800) 526-3485 Fax: 203-379-2048
Middletown 213 Court Street, 8'" Floor, Middletown, CT 06457
Groton 21 Chicago Avenue, Groton, CT 06340
Hartford 152 New Park Street, Hartford, CT 06102
www.solutions-eap.com
A program of Behavioral Health Connecticut, LLC

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BUDGET FUNCTION
The Board of Assessment Appeals is an official municipal agency, created by Connecticut state
law that is designed to serve as an appeal body for taxpayers who wish to challenge the
valuation of their property or the denial of an exemption. The Board of Appeals is typically
comprised of three elected members who meet twice annually to hear taxpayer appeals.
Appellants may appear before the Board to appeal their current Grand List valuations for real
estate, personal property or motor vehicles in the month of March and may also appear in
September when the Board meets exclusively to review motor vehicle appeals.
Assessment staff provides technical support during the hearing and deliberation process and
directs complex issues and questions to the Assessor for clarification to the Board. All BAA
members receive a fixed stipend for their service on the board and assisting staff are
compensated at the appropriate overtime rate and are scheduled based on the number of
appeals the Board receives.

| 7 “| | - Change fromFY |
Line Item FY 2023 FY 2024 FY 2025 2024 (+/-) |
| Appropriated ‘Appropriated — Request $o H
| | |
|PERSONNELCOSTS it | |
'51010 Elected Officials | 300 300 300, 0
(51210 Clerical/Technical { 694 677 752 vk) |
'51920 Fica 76 75 80 5
‘SUBTOTAL | | 1,070 _ 1,052 1,132 | 80
‘SERVICES | |
'52010 Advertising | 350 350 350 0
52020 Postage _ | | 50 50 60 10 |
'52050 Dues, Conf. & Education — ' 150 150 200, 50 |
|SUBTOTAL | 550 550 610 | 60
|DEPARTMENT TOTAL | 1,620 | 1,602 1,742 | 140

Personnel Costs: Compensation for members of the Board of Assessment Appeals is fixed at
$100 per year per member except during revaluations. Clerical costs are based on the
estimated number of appeals that the board hears in a typical non-revaluation year. The chart
below outlines the number of appeals heard each year and the required clerical hours to
facilitate the hearing process. FY25 personnel costs are calculated assuming 40 total appeals
with 20 hours of clerical time provided by the Assessor’s staff at an overtime rate. The
calculated FICA is included.
| 2019GL_ 2020GL_ 2021GL_2022GL_*Revaluation
|# Appeals March Session | 38, 31 16, 178 |
it Appeals Sept Session | 2| 4 18, 10,
| |
| |
1 |
Total Appeals | 40 35 34 188,
| | |
| 20 20 20 60
# Clerical Hours
Budget Request: $1,132
See the Personnel/Fringe Benefit spreadsheet for calculations.

f
g
pp
Budget Request: $610
10104-52010 — Advertising Request: $350
Includes required annual publication notifying taxpayers of Board of Assessment
Appeals Hearing dates and appeals procedures. Required notices are published in The
Day newspaper and posted on the Town’s website twice annually. Advertising costs
incurred in FY23/24 = $345 to date.
Advertising Breakdown:
March 2023 Legal Ad: $224
September Legal Ad: $126
$350
10104-52020 — Postage Request: $60
\
Postage estimate is based on approximately 90 mailings at the standard rate and
includes an original hearing appointment notification to each appellant and a statutorily
required post hearing action notice to each appellant containing appeal results and the
process to pursue their appeal in Superior Court if aggrieved.
Postage costs incurred in FY23 = $227
10104 — 52050 — Dues, Conf. & Education Request: $200
Education cost represents an allowance for BAA training, which is made available to all
board members and clerical staff by the state’s Office of Policy and Management in
conjunction with the Connecticut Association of Assessing Officers. All BAA members
and clerical staff should attend training annually. The current cost for the BAA course is
$50/per person. Dues, Conf. & Education Fees incurred in FY23:$150.00

Board of Assessment Appeals rl w zm
Meeting Minutes may) So sim
ay BS
Meeting date: September 20, 2023 Bo 25
Location: Waterford Town Hall, Assessor's Office eN py, oF
ee m
Time: 6pm start ZN = 58
‘,
Board Members Present: Marilyn Lusher-Chair, Lee Couture, Jerry Porter ¥ be 8
Alternate Member Present: John Morgan
Staff Present: Paige Walton - Assessor & Leanne Santos - Assessment Aide
The meeting was called to order at 6:04 pm, the following decisions were voted on by board members and approved.
Timothy Conderino-
Decision:
Alfred Eaton-
Decision:
Erie Levine-
Decision:
Andrew Leuze-
Decision:
Ludger & Jacquelyn
Lubkowski-
Decision:
Bryan Picazio-
Decision:
Debbie StDenis-
Decision:
Michele Sisson-
Decision:
Decision:
Decision:
2021 International VIN# 3HTEJTAN9MNO063614
Board members unanimously voted to reduce appraised value to $79,500
1964 Ford Pickup VIN# FIOBES54358
Board members unanimously voted to reduce assessed value to $500 (see affidavit) supplied by
owner,
2018 Acura VIN# $38TB4H71JL003572
Board members unanimously voted to reduce assessed value to $14,683
2014 Reiser VIN# SSLRIWAI3EN000392
Board members unanimously voted to reduce appraised value to $750
2008 Chev Truck VIN# IGCEC14X68Z100959
Board members unanimously voted to reduce appraised value to $2575
2014 BMW VIN# WBA3BSC54EP540152
Appellant was not present/ No change
2013 Honda VIN# [HGCR2F53DA021220
Board members unanimously voted to reduce assessed value to $4900
2004 Toyota VINH JTEGD21 4840076086
Board members unanimously voted to make no change
2011 Nissan VIN# INGAAOECXBN3 10423
Board members unanimously voted to reduce assessed value to $9000
2011 Ford VIN# [FMJULJSOBEF5S6738
Board members unanimously voted to reduce assessed value to $4500
The minutes from the April 24, 25 & 26 2023 meetings were accepted with the following correction:
Amend the meeting time for September 20, 2023 to Spm on the April 26, 2023 minutes.

Meeting was adjourned at 7:40pm.
bmitted by,
aes
Leanne Santos

AKE CHECKS PAYABLE TO
15 ROPE FERRY RD DAY PUBLISHING COMPANY
WATERFORD, CT 06385 Include your account #/
i order # on your check AMGUNT Exany
United States remittance
PLEASE RETURN UPPER PORTION WITH YOUR REMITTANCE
SIZEAINES GROSS NET
DATE DESCRIPTION PUBLICATION REFERENCE # OR QTY AMOUNT OTHER AMOUNT
08/16/23 9-20 hearing notice The Day 9-20 hearing 2 cot $100 32 $0.00 3100 32
notice
08/16/23 9.20 hearing notice Day Classified 9-20 hearing 2 cof $100 $000 $100
Webpage notice
081723 9-20 hearing notice T Public Notces 9.20 hearing Not Applicable $25 00 $0.00 $26 00
Webpage nonce
Total 
$126.32 $0.00 $126.32
Account Number Customer Total Due
093229 TOWN OF WATERFORD - ASSESSORS $126 32
Day Credit Department 860-701-4204 Accounting Fax 860-437-7504
Community Classifieds - Toll Free 800-582-8296 Advertising Fax 860-437-8780
Day Publishing Company - Toll Free 800-542-3384 Classified Fax 860-442-5443
FILE COPY
VENDOR# GN 157
APPROVED
PO# FY
CLOSEPO Y___N
ACCOUNT #_y tT = 5 2
ZA di
AMOUNT___/24 72
SIGN__ << 2
DATE__¢ |pp (2223

TOWN OF WATERFORD - ASSESSORS MAKE CHECKS PAYABLE TO eu
16 ROPE FERRY RD DAY PUBLISHING COMPANY | pe=mer——e
WATERFORD, CT 06385 Include your account # on CHECK NUMBER
United States your check remittance {
AMOUNT PAID
PLEASE RETURN UPPER PORTION WITH YOUR REMITTANCE
: ; REFERENCE # SIZE/LINES NET:
DATE DESCRIPTION PUBLICATIONS POF “OROTY "AMOUNT -
Previous Balance . $0.00
02/28/23 3-20 hearing notice CPNW, DAY, DCW 01069255 2 001 X 27 Lines $223.60
: , 3-20 hearing
notice
Day Credit Department 860-701-4204 Accounting Fax 860-437-7804
Community Classifteds + Toll Free 800-582-8296 Advertising Fax 860-437-8780
» Day Publishing Company ~ Toll Free 800-542-3354 Classified Fax 860-442-5443
Billing Period Account Number Customer
02/01/23-02/28/23 b93229 TOWN OF WATERFORD - ASSESSORS
Current Due Over 30 Days Over 60 Days Total Batance
$223,60 $0.00 $0.00 $223.60
REC'D FINANCE
MAR 2°23 py LDS
APPROVED
VENDOR# 15]
PO# _ FY_.2.023
Payment Terms - Net End of Month
CLOSEPO Yoo N_X
ACCOUNT #.
LOlAS= S200
AMOUNT._£ 22 «0
SIGN Wid
DATE_alif2<
AFINANCE CHARGE OF 1.5% PER MONTH ON ACCOUNTS NOT PAID WITHIN THE MONTH FOLLOWING PUBLICATION

Assessor's Office Metered Mail # items BAA Metered Mail #items
FY23 Postage FY 23 Postage
34.27 64 0 0
70.83 123 0 0
30.36 52 (0) 0
12.45 21 0 0
12.10 20 0 0
101.23 177 0 ¢)
115.50 192 0 0
1394.80 2324 0 0
143.04 238 84.60 141
152.76 218 85.08 141
29.13 36 18.12 29
14.59 12 14.40 24
Total Postage $ 2,111.06 3477 $ 202.20 335
FY 24 Postage FY 24 Postage
6.84 a0 12.15 19
21.03 33 0.63 1
25.20 38 5.04 8
19.23 29 0 0
Nov-23 13.20 20 0 0
Total Postage $ 85.50 131 $ 17.82 28

Monday, February 13", 2023
(Snow Date: Wednesday, February 22TM, 2923)
6:00 to 9:00 pm
Name: John K Mag af
Day Phone: ({Yoo) 236-a52¢ Email address:_| ohng terran joa loTM
Municipality: Tawa of Wale
Work Address: /S 72, pe Fury BD.
Town: Wyle ST: C{_ Zip: L035
Payment Fee: $50.00
Checks made payable to: CAAO APPROVED
VENDOR# bof4
PO# FY__ 2023
Mail Registrati
ail Registration & payment to CLOSEPO Y____N
Town of WigB&XOUNT #_/osog 3220s P
BAA Work
Chandler Rose, ANBUNT 450.2
. T
979 MainSIGN__“CS ae S Wo
Willimantic, CT 96296-22002 /j/5.05

Monday, February 13", 2023
(Snow Date: Wednesday, February 22", 2023)
6:00 to 9:00 pm
Name: CC. a Ay Gong o
Day Phone: () Ge bas- 5644 Email address:_¢ thy CO Ay geny) tom
Municipality: Town of WakAal
Work Address: G47 igh ‘Pst AO:
Town: \W ade-ty O ST: C7 Zip: g63¢s_
Payment Fee: $50.00
APPROVED
Checks made payable to: CAAO VENDOR# b 4
PO# FY_2023
Mail Registration & payment to: CLOSEPO Y___ Now a
Town of WitdharUNT # JobS - s225.___
BAA Workshopynt__-# 6 ~
Chandler Rose, Assessor so
979 Main S#aN SANs
1
Willimantic, CT 96242200 AL / 2023

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BUDGET FUNCTION
The Zoning Board of Appeals has three primary functions, as defined in state statute:
e To hear and make decisions concerning requests from applicants for relief to standards
in the Waterford Zoning Regulations
e To hear appeals of decisions made by the Zoning Enforcement Officer
e To review certificates of location for motor vehicle uses, including dealer/repairer
licenses
MEMBERS
Catherine Lynn Gonyo — Chair
Michele Kripps — Vice Chair
Anne Darling, Secretary
William Herzfeld
John Morgan
ALTERNATES
Greg Gallup
Jason Kohl
Vacancy

ZONING BOARD OF APPEALS: Proposed Fiscal Year 2025
SERVICES: |
10115-52010-101-010-15-00-52 ADVERTISING | 3,700
40115-52020-101-010-15-00-52 POSTAGE 160
40115-52050-101-010-15-00-52 DUES,CONFERENCES & EDUCAT 400
TOTAL $ 4,260
MATERIALS & SUPPLIES:
40415-63010-101-010-15-00-53 OFFICE SUPPLIES | 50
TOTAL 
50
TOTAL $ 4,310
ADVERTISING LINE 10115-52010 $ 3,700 Requested
The ZBA is required under the Connecticut General Statutes to advertise notice of public
hearings and Board actions. The cost of each advertisement depends on the complexity of the
actual applications. Average advertising costs for individual applications in the last five years
ranged from $215 to over $600. Total annual advertising costs can vary significantly from year
to year based on the number of applications the ZBA receives.
POSTAGE LINE 10115-52020 $ 160 Requested
All ZBA public hearing notices and actions are sent via certified mail to the applicants. Property
owners and agents also receive these mailings. Each certified letter costs approximately $6.75.
The department has seen an increase in ZBA applications over the last several years. $160.00 is
requested, which matches the FY25 funding request.

fiscal year. Newly enacted State Legislation through Public Act 23-173 now requires that each
member of the ZBA and other Land Use Commissions complete four hours of training under the
guidelines established by the State Office of Policy and Management. The State of Connecticut
offers a training seminar specifically targeted to ZBA members that is held annually in the
spring. The CT Association of Zoning Enforcement Officers (CAZEO) hosts monthly meetings that
address relevant topics and current issues in zoning practice. The annual CT Bar Association
conference also typically includes sessions geared toward zoning practice and current legal
matters. Access to these training opportunities helps ZBA members at all states of their service
to the Town to maintain an understanding of relevant zoning issues. $400 is requested in FY25.
OFFICE SUPPLIES LINE 10115-53010 $50 Requested
The ZBA historically maintains $50 in this line to pay for items that are not supplied by the
Planning Department or Finance Office. Board member name plates and updated Zoning
Regulation binders are funded through this line.

ZONING BOARD OF APPEALS:
SERVICES:
10115-52010-101-010-15-00-52 ADVERTISING
10115-52020-101-010-15-00-52 POSTAGE
| 10115-52050-101-010-15-00-52 DUES,CONFERENCES & EDUCAT
Total SERVICES
‘MATERIALS & SUPPLIES:
10115-53010-101-010-15-00-53 OFFICE SUPPLIES
Total MATERIALS & SUPPLIES
TOTAL
Zoning Board of Appeals
5 Year History of Expenditures
FY2023 FY2022 FY2021 FY2020 FY2019
ORIGINAL FY2023 ORIGINAL FY2022 |ORIGINAL FY2021 ORIGINAL FY2020 ORIGINAL
BUDGET ACTUAL BUDGET __ACTUAL_| BUDGET ACTUAL BUDGET ACTUAL _ BUDGET
3,700 3,344 3,700 2,667] 3,700 2,908 3,700 2,406 3706
160 109 160 116 160 155 160 53 160
400 225 400 50} 400 200 400 0
4,260 3,678 4,260 2,833} 4,260 3,263 4,260 2,459 4266
50 50 50 26) 50 85 50 1) 50
50 50 50 26 50 85 50 0 50
4,310 3,728 4,310 2,859) 4,310 3,348 4,310 4316
2,459

DEPARTMENT:
Zoning Board of Appeals
LINE ITEM
2021-2022
ACTUAL
2022-2023
ACTUAL
2023-2024
EXPECTED
2023-2024
YTD
(12/08/2023)
2024-2025
PROPOSED
VARIANCE
Alarm Monitoring
Alarm Penalties
Ambulance Subsidy
Beach Admission Fees
Benefit Assessments
Bulky Waste Fees
Conveyance Tax
Copy Fees
East Lyme Animal Control Fee
Enhanced E 9-1-1
Fines/Penalties
Hazardous Household Waste
Inspection Fees
Interest/Lien Fees
Inter-Municipal Revenues
Miscellaneous
Permitting/Licensing Fees
$
7,760.00
$4,080.00
$560.00
$
5,920.00
Program/Registration Fees
Recording Fees
Regional Communications Fees
Rentals
Sale of Recyclables
State Operational Grants
Tipping Fees
Versa Kart/Blue Box Purchases
4p | |4n Len [en Len |r Len [en [ee [en [em [en [ee [9 | |e | |e? [ee [eo | Le [OO
1
TOTALS
$
7,760.00 $ 4,080.00
$560.00
$
5,920.00
$ 5,360.00

Members Present: Catherine Gonyo, Michelle Kripps, Warren Mackenzie, John
Morgan
Members Absent: Anne Darling
Alternates Present: William Herzfeld
Alternates Absent Jason Matyeski, Greg Gallup,
Staff Present: Jonathan Mullen, Planning Director; Wayne Scott, Zoning
Official; Dawn Choisy, Recording Secretary
1. CALL TO ORDER AND APPOINTMENT OF ALTERNATES
Chairwoman Gonyo called the meeting to order at 5:30. W. Herzfeld was appointed to sit for A.
Darling,
2. APPROVAL OF MINUTES
MOTION: Motion made by J. Morgan, seconded by M. Kripps, to approve the minutes of the
September 6, 2023 special meeting as written.
VOTE: 4-0-1, W. Herzfeld abstaining
3. PUBLIC HEARING
Application #ZBA-23-6 - Appeal of Angel Eyes Construction, LLC owner, Todd Pezzelosi
applicant at 8 Point Comfort, R-20 zone, Variance is requested from zoning regulations: Section
4.4.1, Front Yard Setback as shown on plans titled “CAM Site Plan” dated August 19, 2023,
revised to October 1, 2023. A Coastal Site Plan Review is required in accordance with the
Coastal Management Act.
The following exhibits were previously entered into the record:
EXHIBIT 1 - ZBA Application and support material
EXHIBIT 2 - CAM Application
EXHIBIT 3 - Plan titled “CAM Site Plan” revised to 10/1/23
EXHIBIT 4 - Preliminary Building Plans
EXHIBIT 5 - DEEP referral dated 10/4/23
EXHIBIT 6 - Legal Notice of Public Heating published in the Day newspaper on
October 18, 2023 and October 25, 2023
EXHIBIT 7 - Hearing notification letter sent to applicant dated October 6, 2023 along
with certificates of mailing
EXHIBIT 8 - CT DEEP Land and Water Resoutces Division Coastal Site Plan Review
Comments Checklist dated 10/17/23
Surveyor Brian Florek, representing the applicant, reviewed the requested variance with the
Board, The applicant is requesting a front yard setback so the structure can be pulled away from
the slope, and be closer to Point Comfort. The proposed location of the new home is in character

4. OLD BUSINESS
There was no old business,
5. NEW BUSINESS
Review of the 2024 meeting schedule
MOTION: Motion made by W. Herzfeld, seconded by M. Kripps, to approve the 2024
meeting schedule as drafted.
VOTE: 5-0
Review of the 2022/2023 Annual Report
MOTION: Motion made by M. Kripps, seconded by W. Herzfeld, to approve the 2022/2023
Annual Report as drafted.
VOTE: 5-0
Review of the 2025 Budget
MOTION: Motion made by W. Herzfeld, seconded by M. Kripps, to approve the 2025
budget as drafted.
VOTE: 5-0
6. CORRESPONDENCE
No correspondence was received,
7. ADJOURNMENT
MOTION: Motion made by W. Herzfeld, seconded by M. Kripps, to adjourn the meeting at
5:55.
VOTE: 5-0
Respectfully Submitted,
Dawn Choisy Ano
Recording Secretary

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Town of Waterford
BUDGET FUNCTION
Functional Description of the Duties of the Tax Office
. ve purpose of the Tax Office is to bill and collect municipal rea! estate, business personal property, and motor vehicle taxes;
conform to all state statutes for collection and reporting, as well as to provide information regarding taxes to taxpayers and
various agencies upon demand. The office is responsible for the accuracy and legality of all steps in the billing, adjustment,
collection, deposit, and reporting process.
The Grand List 2022 levy totaled $95,949,759.99, a decrease of $572,916.98 or 0.006% compared to the GL 20271 levy. As of
the end of FY 2023, the tax office had collected at the following rates:
Real Estate: 99.58%
Personal Property: 99.90%
Motor Vehicle: 97.23%
Motor Vehicle Supplemental: 93.55%
Total Collection Rate: 99.48%
State statutes govern the tax collection process almost entirely. Tax bill preparation and delivery, the collection calendar,
collection procedures, interest rates, fees, and collection tools specified in the statutes, such as:
12-130 Failure to send or receive bill: Failure to send out or receive any such bill or statement shail not invalidate the tax
142-146 No tax installment shall be construed to be delinquent...if...the envelope containing such tax...bears a postmark
showing a date within the time allowed by statute..
12-146 If any tax due...is not paid in full...the whole or such part as is unpaid...shall be subject to interest from the due date of
such delinquent installment.
There is no provision in the statutes for a tax collector to waive interest except for a taxpayer who has received
compensation under Chapter 968 as a crime victim.
3 majority of the required billing information comes from the Assessor's Office, often in conjunction with the Connecticut
Department of Motor Vehicles. The daily work necessitates a close working relationship with those offices as well as the Town
Clerk, Finance Department, Town Treasurer, and various other agencies. The 2022 levy generated 31,318 tax bills: 9,570 real
estate, 1,297 personal property, and 20,451 motor vehicle bills.

Personnel Cost: $192,066
This is an increase of $7,232 (3.91%)
L1 51010 Elected Officials: $89,684
The salaries for elected officials are addressed by action of the RTM. At the 2/7/2022
meeting of the RTM, it was voted to increase the elected officials’ salaries by the least of the
following criteria:
1. Percentage increase of the CPI-U from July of the preceding fiscal year;
2. Half (50%) of the percentage increase approved for non-union management,
3. One point five percent (1.5%)
On 12/4/2023 the RTM voted the increases in related union and non-union salaries the set
the new salaries for elected officials. This year’s total included increases for last'year’s and
this year’s budgets.
LI51210 Clerical/Technical: $88,733
This is an increase of $3,296 (3.86%). The salary for the Tax Office's full-time
Accounts Receivable Clerk is determined by a negotiated contract between the Town and
Local 1303-037
The Town of Waterford has set the Seasonal Clerk wage scale at $16.00 as of
7/1/2023: the Connecticut minimum wage will be $15.69 effective 1/1/2024.
| have recalculated the necessary hours and days for our seasonal employee per the
recommended budget amount from the Finance Department. This would limit the position to a
maximum of 20 hours per week. | have also re-evaluated the need for a seasonal clerk for
the January collection period based on office needs in January. | have since eliminated the
request for a January seasonal employee for the third year in a row.
L!_51920 FICA: $13,649
This is an increase of $444 (3.36%). FICA is budgeted at 7.65% of all wages,
including overtime. The increase is a function of the changes in salaries budgeted above in
Lt 51010 through 51810.

June-July 3 ads x $109.11 = $327.33
3 ads x $109.11 = $327.33 Dec-Jan
LI 52020 Postage: $8300
Postage rates have gone from $0.55 (1/27/2019); $0.58 (8/29/2012); $0.60 (7/10/2022);
$0.63 (1/22/2023); $0.66 (7/9/2023) and in January 2024 $0.68. Metered rates will be $0.64 from
$0.63, an additional 1.6% increase.
FY 2019 $5,348
FY 2020 $5,552
FY 2021 $4,874
July 2023 Metered Mail
Actual Postage
Aug 2023 Metered Mail
Actual Postage
Sept 2023 Metered Mail
Actual Postage
Oct 2023 Metered Mail
Actual Postage
Nov 2022 Metered Mail
Postage
Dec 2022 Metered Mail
Postage
Jan 2023 Metered Mail
Postage
Feb 2023 Metered Mail
Postage
Mar 2023 Metered Mail
Postage
Apr 2023 Metered Mail
Postage
May 2023 Metered Mail
Postage
June 2023 Metered Mail
Postage
FY 2022
FY 2023
FY 2024
$250.17
$13.92
$2,107.20 DQ Statements
$74.88
$1,443.90 Demands
$31.98 PP Lien Notice
$50.01
$3.12
$189.72
$3.50
$828.45
$16.80
$839.74 Postcards
$14.08
$622.68 DQ Statements
$22.12
$528.84 Demands
$16.28
$45.84 Lien Notices
$2.96
$590.04
$29.60
$527.64 DQ Statements
$5.18
$8,258.65
$6,662
$6000 + ($1800 add approp)
July-Oct: $3975.18

Quality Data Service — All Billing Services $27,143.24
Last year $20,870.36
This is an increase of $6,272.88 (30.06%) comprised of an increased estimate of
motor vehicle tax bills and an increase in postage costs.
This year, $12,186.60 of software support moved to IT budget.
Invoice Cloud Credit Card Processor $480
PCI compliance for 1 credit card readers $15 per machine per month $180
Cloud Access Fee $25 per month $300
DMV — Access DMV database for current address
and registration information $250
New Employee Background Check $45
L152040 Service Contracts and Repairs: $1156
This is for the lease payments on the Ricoh copier and copy fees based on usage.
Copier/Printer Lease $1038
Ricoh copier lease: $77.23 per month $926.76
Copy fees: $0.007 per copy $120.00
2021: $ 66.09 3 Year Average: $113.38
2022: $ 146.85
2023: $ 127.19
Printer Service Contract for Desktop Office Printers
2 HP Desktop printers supplies & repairs $109

Northeast Regional Tax Collectors & Treasurers Ass’n
Conferences:
Connecticut Tax Collectors’ Association (CTx)
Northeast Regional Tax Collectors & Treasurers Ass’n
CTx Spring Meeting
CTx Fall Meeting
LI 53010 Supplies: $360
There is need for #9 blue return envelopes used for
return payments and forms. Supplies that are specific to
departments are now in each department's budget in addition to some
supplies that are no longer in the Finance Department perview.
Return Envelopes Price is $24.40 per box of 500
Receipt Paper for Validator (83 @ $1.65)
Validator Ribbons (17 @ $6.89)
Miscellaneous Non-Finance Supplies
Rubber Bands, Red Pens, Calendars, colored Sharpies,
Pencils, Colored highlighters, Address Labels etc.
Supplies History Receipt Paper Validator Ribbons
Fy 2018 400 a2
FY 2019 80 18
FY 2020 90 , 18
FY 2021 70 48
FY 2022 80 16
FY 2023 80 20
6 Yr Average 83 : 17
‘ Most Recent Costs: $1.65 ; $6.89
LI 54060 Office Equipment: $0
$ 30
$ 750
$ 900
$ 50
$ 50
$ 50
$140
$120
$ 50

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Ad
$91}S1}2}S$
UO1}D9][/0D

June Personal Property Bills - Printing & Processing $312.50 $288.00 $24.50 8.51%
June CAS! & NCOA $85.00 $82.69 $2.31 2.79%
June Mailing Costs $2,518.75 $1,916.22 $602.53 31.44%
June QNest $450.00 $441.00 $9.00 2.04%
June EZ-Track USPS Tracking System $125,00 $110.25 $14.75 13.38%
June Mailing Envelopes, Preprinted $906.75 $609.72 $297.03 48.72%
June Return Envelopes, Preprinted $957.13 $679.40 $277.73 40.88%
June First Class Postage $10,075.00 $7,110.00 $2,965.00 41.70%
June Insert (Brochure) $2,115.75 $1,532.92 $582.83 38.02%
December CASI & NCOA $85.00 $82.69 $2.31 2.79%
December MV Supp - Printing & Processing $637.50 $540.00 $97.50 18.06%
December Mailing Costs $318.75 $272.88 $45.87 16.81%
December EZ-Track USPS Tracking $60.00 $55.00 $5.00 9.09%
December Mailing Envelopes $114.75 $86.83 $27.92 32.15%
December Return Envelopes $121.13 $96.75 $24.38 25.20%
\,|December First Class Postage $1,275.00 $1,237.50 $37.50 3.03%
“/December Insert (Brochure) $126.23 $102.20 $24.03 23.51%
Final Posted Rate Books $1,764.00 $1,764.00 $0.00 0.00%
Binding Final Posted Rate Books $255.00 $248.06 $6.94 2.80%
Inc/Dec
Total $27,143.24 $20,870.36 $6,272.88 30.06%
$39,329.84 $32,680.35 $6,649.49 20.35%
Billing History (# of bills per type}
Bill Type Current year Est GL 2022 GL 2021 GL 2020
Real Estate 5,500 5,300 5,268 5,061
Motor Vehicle 13,400 9,300 9,300 11,674
Personal Property 1,250 1,200 1,200 1,170
Motor Vehicle Supplemental (Jan) 2,550 2,250 2,750 2,650
22,700 18,050 18,518 20,555
GL 2019
5,073
11,511
1,146
2,600
20,330
13

Kelly
Kelly,
Is the $375/$385 for the 3 ads per publication ($128.34/ad) for me or for each ad?
No sorry it is $375/$385 per publication date. 3 x 375 = $1125.
| will see if | can get it processed as an in-column ad like we did last year. | will get back to you with
pricing for that if they allow it.
Thank you,
Kelly
Alan,
We can run something similar to this in the back part of the Times paper. The total for the 3 day will be
for approx. $500. This will probably work better for you.
Due to the increase last year, | had really truncated the ad to this:
Waterford Municipal Taxes become due on July 1.
Taxes become delinquent after August 1.
Interest of 1% % will be charged on delinquent accounts.
Taxes are payable at Waterford Town Hall
Monday-Friday 8-4
With this stripped down version, the cost had stayed at $109.08/ad.
Where would we be in that instance. I’m sure that you understand my desire to maintain a tight
municipal budget.
Alan
If that worked for you last year than we can run that for you again. It was a very small ad.

Description of Services Est Qty Total
Software Services
Annual Software Support Fee - Revenue Collection Software 1 7,925.00
Annual Subscription Fee - QSearch - Tax Records Web Hosting 1 2,995.00
“Service
Annual Hardware Maintenance Plan - Epson TMU675 validator 3 750.00
Serlal #: J9UGO02545
Serial #: J9UFO02529
Serial #: BMLGO12104
DRaaS - Disaster recovery as a service 84 516.60
Printing Services
Setup Charge 1 115.00 ~
Jun - Printing and Processing RE Bills Including Banks 5,500 1,375.00 ~
Jun - Printing and Processing MV Bills 13,400 3,350.00 ~
Jun- Printing and Processing PP Bills 1,250 312.50 ~
Dec - Printing and Processing MVS Bills 2,550 637.50 ~
Book Services
Final Posted Ratebook per CT State Statutes 3 1,764.00 ~~
Binding Final Posted Books - 2019 3 255.00 ~
Subtotal - CONTRACTED SERVICE 19,995.60
Grand Total $19,995.60
Customer Acceptance Signature:
Print Name and Title:
Leo DiNicola, CFO - 203-910-2316 (c) Customer Acceptance Date:
PO #:
Signature represents agreement to our Tetms & Conditions: | sWquablydatasesvice-my sharepoint coml-bJaipsrsonelymiza ads_blevEVydrriGgRiisy8.J 1GDZOIQROR238DuKl8S_SnFexcGdA7e=IENWOU

Description of Services Est Qty Total
Mailing Services
Jun - CASI certify File 1 85.00 ~
Jun - Fold, Meter, Insert, Tray, Strap and Deliver Mail to Post 20,150 2,518.75 ~
Office for mailing Bills (RE, PP, MV) ; ;
Jun - QNest Services - QDS patented service 1 450,00 -~
Jun - EZ-Track USPS Mail tracking system for each individual 1 125.00
mailings using QDS Permit - rate based on pieces processed
Jun - #10 Mailing Envelopes 24# WW - 1 sided . 20,150 906.75 ~
Jun - #9 Return Envelope (BRE) ~ 1 Sided - Color BLUE Envelope 20,150 957. 13
Jun - ist Class Postage - CASS Certified Rates - 20,150 10,075.00 ~~
Jun - TRIFOLD BROCHURE ~ 8 1/2 x 11 Insert, Black Ink, Color 20,150 2,115.75 -—~
Paper, 24lb, duplex - includes tri-fold and inserting with tax bills
Subtotal JUNE : cy 17,233.38
Dec - CASI certify File ‘ 1 85.00 ~
Dec - Fold, Meter, Insert, Tray, Strap and Deliver Mail to Post 2,550 318.75 -
Office for mailing Bills
Dec - EZ-Track USPS Mail tracking system for each individual 1 60,00 ~
mailings using QDS Permit
Dec - #10 Envelopes 24# WW - 1 sided 2,550 114.75 ~
Dec - #9 Return Envelope (BRE) - 1 Sided - Color envelopes 2,550 121.13 -
Dec - SLIP INSERT - 8 1/2 x 3 1/3 Buckslip Insert, Black Ink, 2,550 126.23 —
GREEN Paper, 24lb, single - includes inserting with tax bills
Dec ~ 1st Class Postage* - CASS Certified Rates 2,550 1,275.00 ~
Subtotal DECEMBER 2,100.86
Grand Total $19,334.24
Finance Dept
Customer Acceptance Signature:
Print Name and Title:
Leo DiNicola, CFO - 203-910-2316 (c) Customer Acceptance Date:
PO#:
| Signature represents agreament to our Terms & Conditions: l sHqualtydataservice-my.sherepolnt comfbafpsreonaVamiza ade biavEVydnfQgRiisaS)18NZ03QBORz3BOuKBSLSHFeXcGdA7e=3ENWDU.

Description ~ _ aS _ Item Count Total
1“ itsi00)
Total Amount: $70.00
Due Date: 12/10/2023
Balance Due: $70.00
“Unit Price can vary for some Ilems, Please see the Detailed view for further breakdown,
For Service Period of 11/01/2023 through 41/30/2023
Invoice Cloud
30 Braintree Hill Office Park, Suite 303
Braintree, MA 02184
(901) 737-8686
Payment Remittance
Checks Mailed via USPS: Wire/Ach Payment:
Invoice Cloud Inc Bridge Bank
PO BOX 8044 ABA/Routing Number: 121143260
Carol Stream, IL 60197-8044 Account Number: 8593434564
For Credit to: Invoice Cloud Inc

* YOU ARE RESPONSIBLE FOR PAYMENT UNTIL YOU WITHDRAW
FROM THE PROGRAM OR YOU HAVE BEEN NOTIFIED OF
TERMINATION BY DMV .
PLEASE CONTACT THE FISCAL OFFICE AT 860-263-5269 WITH ANY
QUESTIONS.
PLEASE REMIT THE TOTAL DUE TO:
DEPARTMENT OF MOTOR VEHICLES
3RD FLOOR/FISCAL SERVICES RM 327
60 STATE STREET
WETHERSFIELD, CT 06161
ate
o d, C
06385
5/30/2023 4098
DUE DATE
71712023
DESCRIPTION Qty AMOUNT
-- PAYMENT DUE UPON RECEIPT --
PERIOD COVERED: 7/01/23 TO 06/30/24
»ARLY BILL FOR ONLINE ACCESS TO MOTOR VEHICLE
INFORMATION. (DMV DIRECT PROGRAM) 1 250,00.
Please return one copy of invoice with payment,
Total
$250.00,
Paymenits/Credits $0.00
Seat Belts Do S