Representative Town Meeting Budget and Special Meeting - DAY 2 (linked)

TOWN OF wATERFORD
GENERAL FUND
2023 - 2024 PROPOSED BUDGET
DEPT/AGENCY: 10105 BD. OF ASSESSMENT APPEALS
PERSONNEL COST
51010 ELECTED OFFICIALS 300 300
300 300 0 0.00%
51210 CLERICAL/TECHNICAL 149 694] © 677 677 (17} -2.45%
51920 FALCA
52010 ADVERTISING 296| - 350
52050 DUES, CONF., & EDUCATION 150 150
oe "| SUBTOTAI
350 350 0 0.00%
52020 POSTAGE 19 50 50 50 0 0.00%
150 150 0 0.00%

Caan
TOWN OF WATERFORD
FY2024 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.

TOWN OF WATERFORD
FY2024 BUDGET REQUEST
DEPARTMENT:
BUDGET SUMMARY
Change from FY
Line Item FY 2022 FY2023 FY 2024 2023 (+/-)
Appropriated Appropriated Request SO
PERSONNEL COSTS
51010 Elected Officials 300 300 300 0
51210 Clerical/Technical 694 694 677 -17
51920 Fica 76 76 ae -1
SUBTOTAL 1,070 1,070 1,052 -18
SERVICES
52010 Advertising 350 350 350 0
52020 Postage 50 50 50 0
52050 Dues, Conf. & Education 150 150 150 0
SUBTOTAL 550 550 550 0
DEPARTMENT TOTAL 1,620 1,620 1,602 -18

TOWN OF WATERFORD
FY2024 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. Based on the estimated number of
appeals that the board hears in a typical non-revaluation year, there are 19 hours of clerical
time provided by the Assessor’s staff at an overtime rate. The calculated FICA is included.
Budget Request: $1,052
See the Personnel/Fringe Benefit spreadsheet for calculations.
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: $550
® 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 FY22 = $295 to date.
Advertising Breakdown:
March 2024 LegalAd: $174
September Legal Ad: $175
$350

TOWN OF WATERFORD
FY2024 BUDGET REQUEST
DEPARTMENT: __
10104-52020 — Postage Request: $50
Postage estimate is based on approximately 70 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 FY22 = $19.
10104 — 52050 — Dues, Conf. & Education Request: $150
Education cost represents an allowance for BAA training, which is made available to all
board members by the state’s Office of Policy and Management in conjunction with the
Connecticut Association of Assessing Officers. The current cost for the BAA course is
$50/per person. Dues, Conf. & Education Fees incurred in FY22:5150.00

TOWN OF WATERFORD
PERSONNEL WORKSHEET - BOARD OF ASSESSMENT APPEALS
2023-2024 FISCAL YEAR
LINE 51920
HOURS TOTAL PAYROLL
WORKED/| HOURLY SALARY SALARY LONGEVITY | EMPLOYEE TAXES
DATE OF HIRE EMPLOYEE WEEK | RATE FY24 | 2022/2023 | 2023/2024 FY24 SALARY (F.IC.A)}
Assessment Aide III 4| $ 35.6400 136.00 142.56] N/A 142.56 10.913
Sept MV Session
March Session 15] $ 35.6400 558.00 534.60 |N/A 534.60 40.90
Total Clerical Technical 694.00 677.16 677.16 51.80
ELECTED|BAA MEMBERS FLAT FEE 300.00 300.00 22.95
Total Elected 300.00 300.00 22.95
TOTALS 
977.16 74.75
WORKDAYS 2023/2024 WEEKS TO BUDGET
260 52
TOWN OF WATERFORD
FRINGE BENEFITS WORKSHEET - 04 ASSESSOR
2023-2024 FISCAL YEAR
LINE 51910 LINE 51920
TOTAL PAYROLL
HRA FRINGE TAXES
POSITION CLOTHING ALLOWANCE | FUNDING | BENEFITS (F.IC.A)
S - 0.00 0
0.00
0.00
0.00
0.00
0.00
TOTALS - FRINGE BENEFITS 0.00 0.00 |***ADDED TO FICA ON
PERSONNEL WORKSHEET

TOWN OF WATERFORD, CONNECTICUT
STATEMENT OF EXPENDITURES AND OTHER FINANCING USES-
ORIGINAL BUDGET AND ACTUAL-GENERAL FUND
FOR THE FIVE YEARS ENDED JUNE 30, 2022
FY2022 FY2021 FY2020 FY2019 FY2018
ORIGINAL FY2022 ORIGINAL FY2021 ORIGINAL FY2020 ORIGINAL FY2019 ORIGINAL FY2018
ORG OBJECT DESCRIPTION BUDGET ACTUAL BUDGET ACTUAL BUDGET ACTUAL BUDGET ACTUAL BUDGET ACTUAL
BOARD OF ASSESSMENT APPEALS:
PERSONNEL:
10105 51010 ELECTED OFFICIALS 300 300 300 200 300 400 300 300 500 133
10105 51210 CLERICAL AND TECHNICAL 694 149 664 371 831 379 781 232 1,994 1,783
10105 51810 OVERTIME ie] 0 0 0 269 0 0 QO 0
10105 51920 F.L.C.A. 76 34 74 44 87 80 83 Al 153 147
TOTAL PERSONNEL 1,070 483 1,038 614 1,218 1,128 1,164 573 2,647 2,063
SERVICES: .
10105 52010 ADVERTISING 350 296 350 414 500 177 500 319 500 177
10105 52020 POSTAGE 50 19 50 38 150 91 150 \7 235 99
10105 52050 DUES,CONFERENCES & EDUCATION 150 150 150 Q 300 50 300 0 300 0
10105 52070 REIMBURSABLE EXPENSES 0 0 0 0 0 0 50 _ 0 108 0
TOTAL SERVICES 550 465 550 452 950 318 1,000 335 1,143 276
TOTAL BOARD OF ASSESSMENT APPEALS 1,620 948 1,588 1,066 2,168 1,446 2,164 908 3,790 2,339
Page i of 1

Paige Walton .
f “rom
< vent:
To: Paige Walton
Subject: RE: F¥24 BAA Budget
Sent from my Verizon, Samsung Galaxy smartphone
.------- Original message --------
From: Paige Walton <pwalton@waterfordct.org>
Date: 12/9/22 1:45 PM (GMT-05:00)
“~~: Marilyn Lusher <marilyn@marilynlusher.com>
\. abject: RE: FY24 BAA Budget
Not in this budget — it was supposed to be covered in the FY23 budget request, but was cut by the BOS.
This budget is for FY24 (7/1/2023 through 6/30/24) so the appeals from the revaluation will have already taken place. It
should be a typical BAA session in March 2024.
Also, the Finance Director just informed us that she will be taking care of transferring over any additional funds needed
for the 2 extra board members and OT salary for the clerk this coming March session.
From: Marilyn Lusher <marilyn@ marilynlusher.com>
Sent: Friday, December 9, 2022 1:40 PM
To: Paige Walton <pwalton@waterfordct.org>
Subject: RE: FY24 BAA Budget
_Should the additional members be in this budget? Ifso, where is that amount?
ye

A
&
\
Paige Walton .
‘rom: €.couture@snetnet>
Sent: riday, December 9, 2022 1:29 PM
To: Paige Walton
Subject: Re; FY24 BAA Budget
‘Looks good. I approve
Happy Holidays!
Lee Couture
Sent from my iPhone
On Dec 9, 2022, at 1:25 PM, Paige Walton <pwalton@ waterfordct.org> wrote:
Thank you Dave.
Paige S. Walten, CCMA Ii
Assessor
Town of Waterford
{860} 444-5822
pwalton@waterfordct.org
vid Peabody <david.peabody@ymail.com
Sent: Friday, December 9, 2022 1:22 PM
To: marilynlusher@remax.com; Lee Couture <lee.couture@snet.net>; Paige Walton
<pwalton@waterfordct.org>
Ce: Marilyn Lusher <marilyn@ marilynlusher.com>
Subject: Re: FY24 BAA Budget
4i Paige, | approve —

Th D ACCOUNT NUMBER CUSTOMER BILLING PERIOD
4 all 093229 TOWN OF WATERFORD - ASSESSORS 07/01122-07/31/22
THE DAY PUBLISHING COMPANY
~~ AT EUGENE ONEILL DRIVE CLIENT PAGE NUMBER DUE DATE
Current Over 30 Days Over 60 Days Total Balance
$162.60 $0.00 $0.00 $162.60
STATEMENT NUMBER
TOWN OF WATERFORD - ASSESSORS MAKE CHECKS PAYABLE TO re
_15 ROPE FERRY RD DAY PUBLISHING COMPANY |=
WATERFORD, CT 06385 include your account # on CHECK NUMBER
United States your check remittance
FILE COPY AMOUNT PAID.
PLEASE RETURN UPPER PORTION WITH YOUR REMITTANCE
Previous Balance ~ $0, 00
07/26/22 Waterford- notice CPNW, DAY, DOW d01037698 2 col X 19 Lines $162.60
hearings for the
7 202
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 =- Toil Free 800-542-3354 Classified Fax 860-442-5443
(
oe Billing Period Account Number Customer
07/01/22-07/31/22 D93229 TOWN OF WATERFORD - ASSESSORS
Current Due Over 30 Days Over 60 Days Total Baiance
$162.60 $6.00 $0.00 — $162.60
PO# “FY {2
ACCOUNT #_/010S~S2010
AMOUNT_flle2-O
sien_f zn
DATE_&{1 {22
ayment Terms -NetEndofMonth A FINANCE CHARGE OF 1.5% PER MONTH ON ACCOUNTS NOT PAID WITHIN THE MONTH FOLLOWING PUBLICAT:ON

Paige Walton
f ‘rom: legal <legal@theday.com>
\ gent: Friday, January 14, 2022 12:56 PM
To: Paige Walton
Subject: RE: Board of Assessment Appeals -Town of Waterford
Happy Friday paige — your notice is all set to run in temmrrows paper 1-15
Thank youl!
Total : $162.60
TOWN OF WATERFORD
BOARD OF ASSESSMENT APPEALS
( ‘he Board of Assessment Appeals will conduct hearings:
\—_.for the 2021 Grand List on the dates and times fisted:
» below. Applications for appeal must be submitted in.
“writing and filed with the Assessor's office by February,
- 20th, 2022. Hearings are by appointment only. Applica-
_ tions may be requested by contacting the Assessor's:
“Office at (860) 444-5820 and are also available online.
at https://www.waterfordct.org/board-of-assessment-
“appeals. Meeting date and time schedule is as follows: |e
“Tuesday March 1, 2022 4:00 pm - 7:00 pm
_ Wednesday March 2, 2022 4:00 pm - 7:00 pm
Tuesday March 8 2022 4:00 pm - 7:00 pm
“Wednesday March 9, 2022 4:00 pm - 7:00 pm.
“Location: Waterford Assessor's Office
: 15 Rope Ferry
From: Paige Walton <pwalton@waterfordct.org>
Sent: Friday, January 14, 2022 10:48 AM
To: legal <legal@theday.com>
Subject: Board of Assessment Appeals -Town of Waterford
Good Morning,
Attached please find a legal ad for the Waterford Board of Assessment Appeals March 2022 session. | would like the ad
'f 7 run in The Day as soon as possible.
Please let me know if there are any questions,

Paige Walton .
rom: Paige Walton
(nt: Monday, July 25, 2022 1:00 PM
To: , ‘legal’
Ce: Amanda Goodhind
Subject: RE: BAA legal ad
Thank you!
~Paige
Paige S. Walton, CCMA II
Assessor
Town of Waterford
(860) 444-5822
pwalton@waterfordct.org
From: legal <legal@theday.com>
Sent: Monday, July 25, 2022 8:37 AM
To: Paige Walton <pwalton@waterfordct.org>
( ~~» Amanda Goodhind <agoodhind@waterfordct.org>
\_@ject: RE: BAA legal ad
3
Good morning Paige &)
This notice is all set and ready to run in tomorrow’s paper—7-26
Total : $162.60
an

oN
Maryellen NicConnell
I . TS
From: Cindy Dupointe
Sent: Tuesday, November 23, 2021 2:20 PM
To: Maryellen McConnell
Subject: FW: CAAO INFOLINE: BAA Workshop
Hi
1 spoke with Rob about the email below, he approved payment fer the training for ail 3.
Cindy Dupointe, LMSW
Executive Assistant to the First Selectman
Waterford Town Hall
15 Rope Ferry Road
Waterford, CT 06385
cdupointe@waterfordct.or
Phone: 860-444-5834
Fax: 860-444-0273
) Waterford
CONNECTICUT
PRIVILEGED AND CONFIDENTIAL: This communication, including attachments, is for the exclusive use of addressee and
may contain proprietary, confidential or privileged Information. if you are not the intended recipient, any use, copying,
disclosure, dissemination or distribution is strictly prohibited. if you're not the intended recipient, please notify the
sender immediately by return email and delete this communication and destroy all copies.
From: Paige Walton
Sent: Tuesday, November 23, 2021 2:04 PM
To: Cindy Dupointe <cdupointe@waterfordct.org>
Subject: FW: CAAO INFOLINE: BAA Workshop
The CAAO sponsors a workshop each year for new BAA members, assessment staff and Assessors who work closely with
the Board of Assessment Appeals.
This year we have one new office staff member, Kelcie, who will be acting as the Board’s secretary and admin, and a
newly elected BAA member, Lee Couture.
Because the board ts tasked with specific authorities 10 change assessments, list additional, omitted assessments and
overturn exemption determinations, members and staff should be fully trained on all pertinent statutes and functions
of the Board. As well, since the Assessor acts as the technical advisor to the board, he/she should periodically sit
through a BAA refresher course to remain abreast of any changes to statutes or procedure.
Additionally next year is a revaluation year which will likely result in a marked increase in appeals to the Board for the
March/April 2023 session. | anticipate that 2 BAA alternatives will be assisting the board in 2023 and the new Assistant
Assessor will also have joined the office staff so that between this year and next ail new BAA members and staff who
i

ssist the board should have attended a BAA workshop. The current BAA chair, Marilyn Lusher and member Mike
Buscetto have attended workshops in the past.
$150 is budgeted each year for Board of Assessment Appeals education.
Please fet me know if you need ary further information. |
~Paige
From: Labarbera, Larry {mailto:labarbera@townofwindsorct.com)
Sent: Tuesday, November 16, 2021 11:24 AM
To: CAAO Hotline (caao-hotline@caas.com) <ceao-hotline@caao.com>
Subject: CAAO INFOLINE: BAA Workshop
ee wees os mim theme a ey Soe
I CAUTION: This email originated from outside of the organization. 1
j Do net click links or open attachments unless you recognize the sender's email address and know the
content is safe. ,
le ww eee ee
Board of Assessment Appeais Workshop
Bristol City Hall
City Council Chambers 1st floor
111-North Main St.
Bristol, CT 06010
Tuesday, November 30°, 2021
- §:00 pm to $:00 pm
Virtual - zoom link Gf requested)
Instructor: Brian Smith, CCMA H
3 hours Continuing Education Credit |
Workshop Cost $50.00
Click here for complete details and Registration Form

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[INVOICE DATE! INVOICENUMBER | DESCRIPTION __. | INVOICE AMOUNT |
| 1172392021 ' BOAA WORKSHOP P. WALTON, K SULLIVAN & L. COUTURE REGISTRATION - $150.00 |
i __ _ __Glik10105 - §2050 . ; si50@0
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t86S: 444-5842 Fax. (860) 445-0575 VOID 160 GAYS FROM DATE OF ISSUE
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