RTM Budget Agenda - DAY 2 (linked)

%00°02
%00°0
%80°TT
cGL
TWOINHD3L/1V91N319
OTCTS
%00°0
STWAddV
LNJINSSASSV
40
“Gd
GNNd
1WYANID
quodvdalvM
40
NMOL
SOTOT
1395q0Nd
GisOdOudd
SZ0Z
-
HZ0~
*AOINI9DW/1d3ad

STVLOL
97°08
08°TSO‘T
S6°C7
00°00€
00°00€
pepelz
|e30L
S6°CC
00°00€
00°00€
334
LV14
SYAdWSW
VV]
0319414
TS°LS
08°TSZ
03°TSZ
9T°LL9
JesUYysa]
JEI9]D
JEIOL
TO'9v
vv
T09
V/N]
vv'T09
O9'VES
O06S°ZE
$
|9T
UOISS8S
YIP
uoIssas
AI\|
}daS
OS'TT
9¢°OST
V/N
|9€0ST
99°CUT
006S°ZE
S$
|v
II]
Pply
JUSUSsessYy
(vor)
AYVIVS
ScAd
Sz0z/vz07~
|
vZ0Z/EZOZ
|
SCAAALVY}|
AIIM
JIAOTd
INA
JYIH
40
ALVG
SIXVL
AIJAOIdIN
|
ALIAJDNO1
AYVIVS
AYVIVS
ATYNOH
|
/GI1YOM
TIOYAVd
WLOL
SYNOH
oz6Ts
JNM
UVIA
TWISI4
SZ0?-7202
S1ViddV
LNJINSSASSV
4O
GYVO"
-
LIJHSNYOM
T4ANNOSUYAd
GuOsysLVM
40
NMOL

TOWN OF WATERFORD
FY2025 BUDGET REQUEST
DEPARTMENT:
Board of Assessment Appeals
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.

BUDGET SUMMARY
|
| | Change from FY
Line Item - FY2023 ~«~—Ss FY. 2024 FY 2025 2024 (+/-)
| 'Appropriated Appropriated - Request — $o |
i i | | |
i | | |
PERSONNEL COSTS | | | | |
51010 Elected Officials | 300 300 300° 0 |
51210 Clerical/Technical | | 694 677 752 75 |
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

TOWN OF WATERFORD
FY2025 BUDGET REQUEST
DEPARTMENT:
BUDGET EXPLANATIONS BY CATEGORY
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
# Appeals Sept Session 2 4 18 10
Total Appeals 40 35 34 188
# Clerical Hours 20 20 20 60
Budget Request: $1,132
See the Personnel/Fringe Benefit spreadsheet for calculations.

WOU AY
TOWN OF WATERFORD
FY2025 BUDGET REQUEST
DEPARTMENT:
Services: Accounts 52010-52050: Encompassing all necessary operating costs, including
statutorily required legal ads and filing notifications, related postage costs, and provisions for
Board Member and staff training in assessment appeals.
Budget Request: $610
e 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
e 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
e 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

Town of Waterford Phone: (860) 444-5820
Assessor's Office Fax: (860) 444-5819
15 Rope Ferry Road
Waterford, CT 06385
1 2 2
BH oo <2
Board of Assessment Appeals ot wa Se
. : ee ee fa
Meeting Minutes aay) 23 mm
Bs" BS
Meeting date: September 20, 2023 SO 9 9S
Location: Waterford Town Hall, Assessor’s Office eN yp 82
ae rm
Time: 6pm start aN = 29
4 Ley) 2]
w oe
Board Members Present: Marilyn Lusher-Chair, Lee Couture, Jerry Porter
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- 202¢ International VIN# 3HTEJTANIMN063614
Decision: Board members unanimously voted to reduce appraised value to $79,500
Alfred Eaton- 1964 Ford Pickup VIN# FI0BES54358
Decision: Board members unanimously voted to reduce assessed value to $500 (see affidavit) supplied by
owner,
Eric Levine- 2018 Acura VIN# 558TB4H71JL003572
Decision: Board members unanimously voted to reduce assessed value to $14,683
Andrew Leuze- 2014 Reiser VIN# SSLR1WA13EN000392
Decision: Board members unanimously voted to reduce appraised value to $750
Ludger & Jacquelyn
Lubkowski- 2008 Chev Truck VIN# IGCEC 14X68Z 100959
Decision:
Bryon Picazio-
Decision:
Debbie StDenis-
Decision:
Michele Sisson-
Decision:
Decision:
Decision:
Board members unanimously voted to reduce appraised value to $2575
2014 BMW VINA WBA3BSC54EP540152
Appellant was not present/ No change
2013 Honda VIN# 1HGCR2F53DA021220
Board members unanimously voted to reduce assessed value to $4900
2004 Toyota VIN# JTEGD21A840076086
Board members unanimously voted to make no change
2011 Nissan VIN# IN6AADECXBN3 10423
Board members unanimously voted to reduce assessed value to $9000
2011 Ford VIN# IFMJULJSOBEFS6738
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 6pm on the April 26, 2023 minutes.

a he BAA Budget for fiscal year 2025 was unanimously approved.»
Possible meeting dates for March 2024 were reserved as:
March 6" and 13" (5 pm — 8 pm) and March 9" (9am — !2pm) if needed
Possible meeting date for September 2024 were reserved as:
September 11" and 18" (6pm-9pm)
Meeting was adjourned at 7:40pm.
bmitted by,
\onX ‘
Leanne Santos

The Dai ACCOUNT NUMBER CUSTOMER
D93229 TOWN OF WATERFORD - ASSESSORS
THE DAY PUBLISHING COMPANY
PO BOX 1231
47 EUGENE O'NEILL DRIVE CLIENT PAGE NUMBER DUE DATE
NEW LONDON. CT 06320-1231
Page 1 of 1 Upon Receipt
Order Number Amount Due
d01064103 $126.32
SHE OK NUMGE?
TOWN OF WATERFORD - ASSESSORS MAKE CHECKS PAYABLE TO
15 ROPE FERRY RD DAY PUBLISHING COMPANY
WATERFORD, CT 06385 Include your account #/
i order # on your check AMGUNT Pall
United States remitance
PLEASE RETURN UPPER PORTION WITH YOUR REMITTANCE
DATE DESCRIPTION PUBLICATION REFERENCE# — SYF/LINES anouen, OTHER aganar
08/16/23 9-20 hearing notice The Day 9-20 hearing 2 col $100 32 $0.00 $100 32
notice
08/16/23 9-20 hearing notice Day Classified 9-20 hearing 2 cot $100 $000 $100
Webpage notice
08/17'23 9 20 hearing notice CT Public Notces 9-20 hearing Not Applicable $25 00 $0.00 $25 00
Webpage nouce
Total 
$126.32 $0.00 $126.32
Account Number Customer Total Due
D93229 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 800-542-3354 Classified Fax 860-442-5443
FILE COPY
APPROVED
VENDOR#__GhAK \o
PO# Fy!
CLOSEPO Y. N
ACCOUNT #_v up = Deu \
AMOUNT___/AL
SIGN << 2
DATE__/yp(7203

Th D ACCOUNT NUMBER CUSTOMER BILLING PERIOD
c al 093229 TOWN OF WATERFORD - ASSESSORS 02/01/23-02/28/23
THE DAY PUBLISHING COMPANY
47 EUGENE ONEILL ORIVE GUENT PAGE NUMBER DUE DATE
NEW LONDON, CT 06320-1231 Page 1 of 1 03/28/2023
Current Ovar 30 Days Over G0 Days Total Balance
$223.60 $0.00 $0.00 $223.60
STATEMENT NUMBER
TOWN OF WATERFORD - ASSESSORS Shake CHEGHS PAVABEE FO on
15 ROPE FERRY RD DAY PUBLISHING COMPANY |
WATERFORD, CT 06385 Include your account # on CHECKIN MBER
United States your check remittance |
[AMOUNTPAID |
PLEASE RETURN UPPER PORTION WITH YOUR REMITTANCE
DATE DESCRIPTION PUBLICATIONS ere eeS Lapin pak
Previous Balance $0.00
02/28/23 3-20 hearing notice CPNW, DAY, DCW d0t053255 ° 2 cal X 27 Lines $223.60
‘ _ 3-20 hearing
notice
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 800-542-3354 Classified Fax 860-442-5443
Billing Period Account Number Customer
02/01/23-02/28/23 93229 TOWN OF WATERFORD - ASSESSORS
Current Que Over 30 Days Over 60 Days Total Balance
$223.60 $0.00 $0.00 $223.60
REC'D FINANCE
MAR 2°23 pHLB5S
VENDOR# Lg]
PO# ~ FY_2028
CLOSEPO Y NX
ACCOUNT #__101)05- 520(U
AMOUNT.__§ 22.4 0
SIGN +f Wail [oyyrn
DATE_alil2<
Payment Terms - NetEndof Month A FINANCE CHARGE OF 1.5% PER MONTH ON ACCOUNTS NOT PAID WITHIN THE MONTH FOLLOWING PUBLICATION

Monthly Postage
Assessor's Office
Assessor's Office Metered Mail # items BAA Metered Mail
FY23 Postage FY 23 Postage
34.27 64 0
70.83 123 0)
30.36 52 0
12.45 21 0
12.10 20 0
101.23 177 0
115.50 192 0
1394.80 2324 0
143.04 238 84.60
152.76 218 85.08
29.13 36 18.12
14.59 12 14.40
Total Postage $ 2,111.06 3477 $ 202.20
FY 24 Postage FY 24 Postage
6.84 11 12.15
21.03 33 0.63
25.20 38 5.04
19.23 29 0
Nov-23 13.20 20 0
Total Postage S 85.50 131 S 17.82
# items
ooooo0ccU0dllcO
141
141
29
24
335
19
oO tO F
28

Board of Assessment Appeals Workshop
Registration
Windsor Town Hall
Council Chambers
275 Broad Street
Windsor, CT 06095
Monday, February 13", 2023
(Snow Date: Wednesday, February 22", 2023)
6:00 to 9:00 pm
Name: John R Maca. af
Day Phone: ({ foo) 236 -a52¢ Email address:_| ohn mortar joe loTM
Municipality: “Tinea of Walt boa
Work Address: /S 1 pe Fai PAZ
Town: _ Wye. ST: CT Zip: 6365
Payment Fee: $50.00
Checks made payable to: CAAO APPROVED
VENDOR# 4
Mail Registration & PO# FY_ 202%
a :
il Registration & payment to CLOSEPO Y .
Town of WidB&OUNT #_/osog = se2os©
BAA Work
iia
Chandler Rose AQUNT Ws? >
979 MainGN_ “aan Sw
Willimantic, CT 96236-2200 2 /y/3.32

Board of Assessment Appeals Workshop
Registration
Windsor Town Hall
Council Chambers
275 Broad Street
Windsor, CT 06095
Monday, February 13", 2023
(Snow Date: Wednesday, February 22", 2023)
6:00 to 9:00 pm
Name: Co a fy 4 ony)
Day Phone: () God bas - 5444 Email address: Cathy Cathy gory) .lo
Municipality: “Towa of" Wikbl
Work Address: G5 _Baeden ‘Pst RO,
Town: __\4/ AY ST:_C7 Zip: _g@63%¢s_
Payment Fee: $50.00
APPROVED
h ; !:
Checks made payable to: CAAO VENDOR# b ‘
PO# FY_202%
Mail Registration & payment to: CLOSEPO Y Now
BAA WorkshopyynT _ -# SU
Chandler Rose, Assessor Sa, Sa
979 Main SN 2
Willimantic, CT 96292200 ALD [2923 _.