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

DEPT/AGENCY:
51110
TOWN OF wATERFORD
GENERAL FUND
2023 - 2024 PROPOSED BUDGET
10104
ADMINISTRATION
52010
158,652 (25,000) 192,597 23,302 13.76%
51210 CLERICAL/TECHNICAL 61,369 66,342 4,118 6.62%
51810 OVERTIME 0 0 0
51910 FRINGE BENEFITS 287 0 0.00%
51920 F.LCA 
19,809 11.85%
ADVERTISING
0
52020 POSTAGE 1,628
52030 PROFESSIONAL FEES 93,853 25,000
52040 SERVICE CONT & REPAIRS 6,175
DUES, CONF., & EDUCATION

TOWN OF WATERFORD
FY2024 BUDGET REQUEST
DEPARTMENT:
}
}
Assessor
BUDGET FUNCTION
The Assessment Division is responsible for the discovery, listing and equitable valuation of all
real and personal property within the Town of Waterford in accordance with Connecticut State.
Statutes at 70% of fair market value for the annual compilation of the Grand List. Additionally,
the Assessor and staff administer state and local programs of tax relief, apply exemptions as
permitted by state law, assist the public with a variety of inquiries and provide data to various
entities including the State Office of Policy and Management.
The Assessor’s office also maintains an up-to-date inventory of all property, including land and
improvements thereon, changes in ownership, new construction, alterations, parcel and map
changes and sub-divisions filed as of the assessment date. Assessment staff inspects and values
all permit activity within the Town of Waterford annually, and the revaluation of all real
property town-wide is conducted once every 5 years as defined by Connecticut State Statutes.

TOWN OF WATERFORD
FY2024 BUDGET REQUEST
DEPARTMENT:
BUDGET SUMMARY
Line Item
PERSONNEL COSTS
51110 Administration
51210 Clerical/Technical
51810 Overtime
51910 Fringe Benefits
51920 FICA
SUBTOTAL
SERVICES
52010 Advertising
52020 Postage
52030 Professional Fees
52040 Serv Cont & Repairs
52050 Dues, Conf: & Education
52070 Reimbursable Expense
SUBTOTAL
MATERIALS & SUPPLIES
53020 Other Supplies
53200 Pricing Books
SUBTOTAL
DEPARTMENT TOTAL
/ _ Change from FY
FY 2022 FY2023 FY 2024 2023 (+/-)
Appropriated Appropriated Request $0
196,788 169,295 192,598 23,303
62,788 62,224 66,342 4,118
0 0. 0 0
20,041 17,711 19,808 2,097
282,025 249,230 «278,748 29,518
400 400 400 0
1031 1068 1650 582
250 250 250° o-
5666 5921 6236 315
1825 1825 2855 1030
0 0 0 )
9,172 - 9,464 11,391 1,927
150 150. 150 0
500 500 1859 1359
650 650 2009 1359
291,847 259,344 292,148 32,804

TOWN OF WATERFORD
FY2024 BUDGET REQUEST
DEPARTMENT:
BUDGET EXPLANATIONS BY CATEGORY
Personnel Costs: Office staff typically consists of 3 full time positions; A Certified Municipal
Assessor, an Assistant Assessor and an Assessor’s Aide Ill; and one part-time Assessor’s Aide II
position at 19 hours/week. The vacant Assessor position has been filled by the previous
Assessor. Salaries, fringe benefits & longevity are based on rates established by union
contracts.
Budget Request: $278,748 11.84% increase
See the Personnel/Fringe Benefit spreadsheet for calculations.
Services: Accounts 52010-52070: Encompassing all necessary daily operating costs, including
statutorily required legal ads and filing notifications, related postage costs, professional fees
related to office operations, required office equipment and materials and provisions for
' Assessor’s ongoing continuing education and staff training.
Budget Request:
e 10104-52010 - Advertising Request: $400 0% increase
Includes annual publication of a combined legal advertisement notifying taxpayers of
state mandated exemption filing deadlines and announcing Personal Property filing
requirements as mandated by state statute. An additional legal ad is published in
January announcing the filing requirements for the state Elderly Homeowners/Totally
Disabled tax relief program. Required notices are published in The Day newspaper and
posted on the Town’s website. The combined legal ad published in the fall is advertised
jointly with 3 neighboring municipalities resulting in a cost sharing discount.
Advertising Breakdown:
Combined Legal Ad: $250
Elderly Legal Ad: $150
$400

TOWN OF WATERFORD
FY2024 BUDGET REQUEST
DEPARTMENT:
10104-52020 — Postage Request: $1,650 54.50% increase
In addition to typical correspondence with taxpayers the Assessor’s Office is required by
CT State Statute to send out annually the following applications/notifications to
taxpayers:
Elderly Homeowners/Totally Disabled Program re-applications and reminder letters
Additional veteran’s re-applications and reminder letters
Personal Property and Real Estate increase notices
Income & Expense forms for commercial/income producing properties
Postage costs incurred in FY22 = $1,628
Postage Breakdown:
Monthly Correspondence: $298 Est. at $25/mo_
increase Notices: $970 1385@.70
Elderly & Advets Apps/reminders: $152 200@.70 + April nonfile cert of mailing $12
Inc. & Expense Forms: $230 328@.70
10104-52030 — Professional Fees Request: $250
The Assessor’s Office requires direct access to the State of Connecticut’s DMV CIVLS
online database which allows staff members to assist taxpayers with motor vehicle situs
issues and accurately determine additions/deletions to the motor vehicle grand list.
The annual cost for this service is $250.
10104-52040 — Service Cont & Repairs Request:$6,236 5.32% increase
The Assessor’s Office uses administrative software provided by Quality Data Service Inc.
(QDS) to apply all exemptions, state and local benefits, produce required state reports
and to bridge ail billable accounts to the Tax Collector. While software maintenance
costs related to QDS are included in the IT budget, there are additional costs
attributable to QDS for necessary and required services provided to the Assessor's
office. These services include the production and binding of the town’s permanent

cation,
TOWN OF WATERFORD
FY2024 BUDGET REQUEST
DEPARTMENT:
annual Grand List books and the annual generation and mailing of online personal
property filing notices with unique pin # assignment.
The Assessor’s Office also leases a Xerox copy machine from Connecticut Business
Systems (CBS) at a fixed cost of $158/month.
Service Cont. Fees incurred FY22: $6,175
Service Cont. & Repairs Breakdown:
QDS Grand List Binding: $2,977
QDS Online PP Filing: . $1,233 Estimated at 1350 accounts
CBS Copier: $1,896
CBS Copier overage est: S130
$6,236
10104 — 52050 — Dues, Conf. & Education Request: $2,855 56.44% increase
The Assessor’s office has experienced significant staff turnover in the past two years. All
aspects of assessment administration require formal assessment specific education and
training.
Continuing Education, (50 credit hours over 5 years) is required statutorily to meet
recertification standards for all Certified Connecticut Municipal Assessors. New staff will
require course attendance for training in assessment administration/statutes through
educational programs provided by the Connecticut Association of Assessing Officers
(CAAO). Courses and workshops are offered in June at the UCONN Assessor School and
throughout the year as determined annually by the CAAO’s Education Committee.
Additional continuing education credits for the Assessor and Assistant Assessor are
offered for assessment and statute related topics throughout the year. Dues are
annually recurring for the CAAO, IAAO, NRAAO and GNLAA, all of which require
membership as a source of assessment industry tools/information and for educational
offerings at a reduced cost. CAAO membership is required to maintain CT CCMA
certification.
Dues, Conf. & Education Fees incurred in FY22 to date: $1,409
Assessor Dues ~ CAAO, NRAAO, GNLAA, IAAO $350
Asst. Assessor Dues — CAAO, NRAAO,GNLAA, IAAO $350
Cont. Ed — Assessor- UCONN, IAAO, workshops $930
UConn/Ed, workshops — Asst & Aide $1,225
$2,855

TOWN OF WATERFORD
FY2024 BUDGET REQUEST
DEPARTMENT:
Materials & Supplies: Accounts 53020 — 53200: Includes additional supplies and materials
required to effectively operate the Assessor's office.
e 10104-53020- Other Supplies Request: $150 0% increase
The Assessor's office requires an allowance for miscellaneous items not provided by
others. Fees incurred in FY22: $83 telephone headset.
® 10104-53200 — Pricing Books Request: $1,859 271.80% increase
Pricing guides are provided through a bulk purchase contract conducted by the CAAO. JD
Power (formerly NADA) has changed the base pricing for motor vehicle valuation guides
to a per vehicle price. The former base price for Waterford’s NADA books was $470 and
included both the fee for DMV to pre-price a majority of motor vehicles utilizing the
7 former NADA software and one set of standard pricing guides.
The new JD Power base price for Waterford (DMV pricing) is now $1,675 ($0.077 per
vehicle at 20,592 vehicles plus an additional $75 per town which covers the Truck & Trailer
VIN program, the NICB guide, CAAO Motor Vehicle committee expenses and on set of
books provided to OPM). Pricing guides must now be purchased separately. The
Assessor’s office has opted to forgo the separate pricing guides and instead has been
utilizing the JD Powers Online Pricing Program for an additional fee of $184.

een,
TOWN OF WATERFORD
PERSONNEL WORKSHEET - 04 ASSESSOR
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)
51110 - ADMINISTRATION
ASSESSOR 40] N/A 81,000.00] 120,000.00] N/A 120,000.00 | 9,180.00
12/07/2021|ASSISTANT ASSESSOR 40] N/A 72,597.79| 72,597.79] N/A 72,597.79 | 5,553.73
TOTALS 
153,597.79 | 192,597.79 0.00 | 192,597.79 | 14,733.73
51210 - CLERICAL/TECHNICAL
06/30/2016 ASSESSMENT AIDE III 35| $ 23.9402 | 41,254.67 | 43,571.08 | $ - 43,571.08 | 3,333.19
07/01/2014 ASSESSOR AIDE | 19| S$ 23.0477 | 22,217.84 | 22,771.12 | N/A 22,771.12 | 1,741.99
TOTALS 
63,472.51 | 66,342.20 0.00 | 66,342.20 | 5,075.18
51810 - OVERTIME 0.00 0.00 0.00 0.00 0.00
51910 -FRINGE/F.I.C.A. 0.00 0.00
TOTALS 
217,070.30 | 258,939.99 0.00 | 258,939.99 | 19,808.91
BUDGET TOTAL W/F.L.C.A 
278,748.90
WORKDAYS 2023/2024
WEEKS TO BUDGET
260
52

Poa’
08/20/2022 17:22
vbielucki
‘Town of Waterford,oT iP 2
eluc LYEAR-TO-DATE BUDGET REPORT glytdbud
. 06/30/22
FOR 2022 12
ACCOUNTS FOR: 04 ASSESSOR
ORIGINAL APPROP REVISED BUDGET YTD EXPENDED MTD EXPENDED BNCUHBRANCES AVAILABLE BUDGET % USED
201 GENERAL FUND
10104 ASSESSOR
44001 MAPS
40104 44067 MAPS
9.06 0.00 -28.25 -2.50 fi, be 2E.2E5 AGG. 05
44003 STREET CARDS
40164 44002 STREET CARDS
-00 0.00 ~432.00 -28.00 0.00 432.00 100.0%
TOTAL ASSESSOR - 0.00 -460.25 -30.50 0.08 460.25 100.0%
TOTAL GENERAL FUND .
0.00 0.00 -460.25 -30.50 6.00 466.25 106.0%
TOTAL ASSESSOR ;
@.00 0.00 460.25 -30.50 0.00 460.25 100.0%
TOTAL REVENUES
20 : 0.00 -460.25 -30.50 0.00 460.25

42/08/2022 11:53 |Town of Waterford, CT
[P 1
pwalton )YBAR-TO-DATE BUDGET REPORT iglytdbud
FOR 2023 05
ACCOUNTS FOR: ORIGINAL § TRANFRS/ REVISED AVAILABLE PCT
101 GENERAL FUND APPROP ADJSTNTS BUDGET YTD EXPENDED ENCUMBRANCES BUDGET USED
10104 ASSESSOR
10104 44001 . MAPS 9 0 0 20.50 .00 20.50 100,08
TOTAL ASSESSOR 0 0 0 =20.50 .00 20.50 100.0%
TOTAL GENERAL FUND 0 0 0 -20.50 -00 20.50 100.08.
TOTAL REVENUES 0 0 0 -20.50 .00 20,50

12/08/2022 11:53 [Town of Waterford, CT
|P 2
pwalton | YEAR-TO-DATE BUDGET REPORT iglytdbud
FOR 2023 05
ORIGINAL TRANERS/ REVISED AVAILABLE Pct
APPROP ADJSTMTS BUDGET YTD EXPENDED ENCUMBRANCES BUDGET USED
GRAND TOTAL 0 0 0 ~20.50 - 00 20.50 100.0%
** BND OF REPORT ~- Generated by Paige Walton **

Sei
12/08/2022 11:54 [Town of Waterford, CT
1
\e
pwalton |YEAR~TO-DATE BUDGET REPORT (glytdbud
FOR 2023 05
ACCOUNTS TOR: ORIGINAL TRANFRS/ REVISED AVAILABLE cr
101 GENERAL FUND APPROP ADJSTMTS BUDGET YTD EXPENDED ENCUMBRANCES BUDGET USED
10104 ASSESSOR
10104 44003 STREET CARDS 0 0 0 ~169.00 ,00 169.00 100.0%
TOTAL ASSESSOR 9 0 Q ~169.90 .00 169,00 100.0%
TOTAL GENERAL FUND 0 0 0 ~169.00 +60 169,00 100.0%
TOTAL REVENUES 0 0 0 ~169.00 +00 169.00

12/08/2022 11:54 |Town of Waterford, CT P
pwalton | YEAR-TO-DATE BUDGET REPORT Iglytdbud
FOR 2023 05
ORIGINAL TRANFRS / REVISED AVAILABLE PCr
APPROP ADJSTMTS BUDGET YID EXPENDED ENCUMBRANCES BUDGET USED
GRAND TOTAL 0 0 0 -169.00 .00 169.00 100.0%
** END OF REPORT - Generated by Paige Walton **

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
ASSESSOR:
PERSONNEL:
10104 51110 ADMINISTRATION 196,788 158,652 196,788 196,533 196,788 201,303 191,989 198,572 178,218 187,306
10104 51210 CLERICAL AND TECHNICAL 62,788 61,369 58,818 64,060 58,818 62,080 56,123 57,490 76,428 54,114
10104 51810 OVERTIME 0 0 10) 0 0 32 0 2,327 0 307
10104 51910 FRINGE BENEFITS 2,408 287 2,697 891 2,697 1,887 3,248 19,380 5,223 1,962
10104 51920 F.LC.A. 20,041 15,204 19,761 19,009 19,761 19,402 19,230 0 19,052 18,413
TOTAL PERSONNEL 282,025 235,512 278,064 280,493 278,064 284,703 270,590 277,770 278,921 262,102
SERVICES:
10104 52010 ADVERTISING 400 0 650 214 650 366 650 245 650 574
10104 52020 POSTAGE 1,031 1,628 744 1,286 744 1,364 736 353 2,340 1,641
10104 52030 PROFESSIONAL FEES 250 93,853 0 2,650 0 478 8,590 24,243 8,620 8,575
10104 52040 SERVICE CONTRACTS AND REPAIRS 5,666 6,175 1,680 5,487 1,680 2319 16,066 13,513 14,326 12,989
10104 52050 DUES,CONFERENCES & EDUCATION 1,825 1,409 1,825 380 1,825 450 2,615 1,040 2,000 2,769
10104 52070 REIMBURSABLE EXPENSES 0 0 0 0 ie] 0 0 ie] 162 0
TOTAL SERVICES 9,172. 103,065 4,899 10,017 4,899 4,976 28,657 39,394 28,098 26,548
MATERIALS & SUPPLIES: :
10104 53020 OTHER SUPPLIES 150 83 150 282 150 57 150 99 186 333
10104 53200 PRICING BOOKS 500 1,425 500 470 500 470 399 1,040 862 604
TOTAL MATERIALS & SUPPLIES 650 1,508 650 752 650 527 549 1,139 1,048 937
TOTAL ASSESSOR 291,847 340,085 283,613 291,263 283,613 290,206 299,796 318,303 308,067 289,588
Page Lof1

ee
FIFTEEN ROPE FERRY ROAD WATERFORD, CT 06395-7506
Assessor's Office
FY 2022-2023
GL 2021
Staff: Paige Walton, Nicole Serra, Kelcie Sullivan, Richard Messina
The primary function of the Assessor's Office is the discovery listing and valuation of all taxable and
tax-exempt property. Three categories of property; real estate, motor vehicle and business personal
property, comprise the grand list. In compiling the annual grand list office staff regularly reviews and
inspects ongoing improvements made to real property, conducts reviews and audits of business
personal property equipment and maintains and values all vehicles located within the Town of
Waterford as of the October 1* assessment date.
The Assessor’s Office is also responsible for the administration of numerous state-mandated and local
option tax exemptions and abatements such as the Tax Relief for the Elderly, Veterans, Blind and
Disabled programs. In addition to the appraisal, classification and recording of all property the
Assessment division must analyze and properly reflect all property transfers and ownership changes in
order to maintain an accurate and current CAMA database.
Our goal is to perform responsible assessment, appraisal and administrative work to ensure uniformity
and an equitable distribution of the tax burden. As well, we strive to ensure that computerized records
are regularly and efficiently updated to permit prompt public access to data and to enable statutory and
statistical revaluations to proceed proficiently. This includes the maintenance of accurate tax/GIS
maps which requires processing and recording changes resulting from subdivisions, assemblage,
boundary agreements and surveys.
The Assessment Department continues to incorporate various technological advances including online
personal property declaration filing, as well as staff education, to improve our administrative processes
and increase our efficiency in serving the public.
Before corrections and Board of Assessment Appeals adjustments the 2021 Net Grand List totaled
$3,512,862,470. The Board of Assessment Appeals met in the month of March and reduced the Net
Grand List by $427,500. The final 2021 taxable net Grand List as reported to OPM was:
$3,512.434,970

2021 Grand List summary:
2021 GRAND LIST OF TAXABLE AND EXEMPT
TYPE OF ACCOUNT #OF ACCOUNTS _|GROSS ASSESSMENT |TOTAL EXEMPTIONS|TOTAL NET VALUE
REAL ESTATE REGULAR 9050] $_2,370,902,386.00 | $ _ 34,576,996.00 | $ 2,336,325,390.00
REAL ESTATE ELDERLY HOMEOWNER 225| $ 29,752,140.00 | $ 946,500.00} $ __28,805,640.00
TOTAL REAL ESTATE TAXABLE 9,275| $_2,400,654,526.00 | $ _35,523,496.00 | $ 2,365,131,030.00
REAL ESTATE EXEMPT 300] $ _289,082,840.00 | $ _289,082,840.00
REAL ESTATE TOTALS ; 9575| $_2,689,737,366.00 | $ 324,606,336.00 | $ 2,365,131,030.00
PERSONAL 1278] $__957,974,160.00| $ _24,837,593.00| $ —_933,136,567.00
MV 20,077] $__217,651,283.00 | $ 3,483,910.00 | $ _ 214,167,373.00
TOTAL MV & PP 21,355| $_1,175,625,443.00 | $ _28,321,503.00 | $ 1,147,303,940.00
2021 GRAND LIST
E Personal Property Motor Vehicle Real Estate
$933,136,567
$214,167,373
$2,365,131,030

Summary of Change
The 2021 Assessor’s Grand List realized a net increase of $125,261,784 or a net change of 3.71%.
This Grand List growth is due primarily to new construction and property improvements resulting from
building permits and from a close review of property sales wherein significant property improvements
were noted. Major construction projects impacting the 2021Grand List include the new Hartford
Healthcare building at S Dayton Road, apartments located at 171 Rope Ferry Road and sites approved
for commercial development with construction underway for the Waterford Woods apartment complex
on Willets Avenue and the utility scale solar facility located at 117 Oil Mill Road. The motor vehicle
list included 682 fewer vehicles this year, primarily as a result of the DMV’s extension on vehicle
registration renewals. Despite the vehicle count decrease the demand for used cards over the past year
has resulted in either value retention or appreciation. Surrounding towns have reported similar rates of
increase.
e The Grand List 2021 change in each component is the result of:
e Personal Property- Values increased by 6. 14% led by changes made at Dominion as well as
personal property additions by CL&P.
e Real Estate- There was a 1.18% increase resulting from new construction and property
improvements made town-wide.
e Motor Vehicle — The 2021 Grand List increased by 25.65%. The COVID-19 pandemic has
affected all aspects of the motor vehicle industry including manufacturing, computer chip
shortages and mandatory shutdowns. The significant interruption in the consumer supply chain
has resulted in both an increase in demand and value across all vehicle classes.
Component — 2020 2021 % Change
Real Estate S 2,337,585,637 $ 2,365,131,030 1.18%
Personal Property S 879,136,394 S$ 933,136,567 6.14%
Motor Vehicles S 170,451,155 § 214,167,373 25.65%
Assessment Change
Change Summary
$2,500,000,000
$2,000,000,000
$1,500,000,000
$1,000,000,000
§500,000,000
Real Estate Personal Property Motor Vehicles
@2020 © 2021

TM,
Distribution of Grand List
The Grand List is comprised of 3 Stratums; Real Property, Personal Property and Motor
Vehicles. The percentage distribution historically remains consistent. The charts
below illustrate our Grand List structure overall and compares each sub-category of
real estate and its contribution to the total net grand list.
2021 Grand List
2020 Grand List
Total Real Estate 67.33% Total Real Estate 69.01%
Personal Property 26.57% Personal Property 25.96%
Motor Vehicles 6.10% Motor Vehicles 5.03%
100.00% 100.00%
Net Grand List Comparison 2020 to 2021
Category |2020 Grand List AFTER BAA & COCS
2021 Grand List PRE BAA
1,499,675,200 $
822,647,753 $
339,794,190 $
2,662,117,143 $
1,512,687,571 $
838,126,214 $
339,293,051 §
2,690,106,836 $
1,512,636,621 $ 12,961,421
837,807,694 $ 15,159,944
339,293,051 $ (501,139)
. 2,689,737,366 $ 27,620,223
0.86%
1.84%
0.15%
1.04%
2021 Grand List Post BAA SVARIANCE %VARIANCE % GRAND LIST
43.07%
23.85%
9.66%
76.58%
Net Real Estate
Residential $
Commercial $
Industrial $
Total Gross Real Estate -$
Exemptions $
Total Net Real Estate $
Personal Property $
Exemptions §
Total Net Personal Property $
Motor Vehicles $
Exemptions $
Total Net Motor Vehicles $
(324,531,506) $
2,337,585,637 $
907,920,160 $
(28,783,766) $
879,136,394 $
172,797,105 §
(2,345,950) $
170,451,155. $
* (324,606,336) $
2,365,500,500 $
958,032,190 $
(24,837,593) $
933,194,597 5
217,651,283 $
(3,483,910) $
214,167,373 §
(324,606,336) $ - 74,830
2,365,131,030 $ 27,545,393
957,974,160 $ 50,054,000
(24,837,593) $ (3,946,173)"
933,136,567 $ 54,000,173
217,651,283 $ 44,854,178
(3,483,910)"$ 1,137,960
214,167,373 $ 43,716,218
0.02%
1.18%
5.51%
-13.71%
6.14%
25.96%
48.51%
25.65%
67.34%
27.27%
26.57%
6.20%
6.10%
Total Net Grand List $
3,387,173,186 $
3,512,862,470 $
3,512,434,970 § 125,261,784
3.70%
100.00%
DISTRIBUTION OF GRAND LIST
ia Personal Property
mw Motor Vehicle
a Real Estate

sere,
Top Ten Taxpayers Grand List 2021 RE/PP Combined
REAL ESTATE
Net Assessed Value
Dominion Energy Nuclear CT Inc. MP#3
Dominion Energy Nuclear Connecticut Inc.
Dominion Energy Nuclear CT Inc MP#2 _
Centro GA Waterford Commons (Waterford Commons Plaza)
Crystal Mall LLC (Mall Stores) .
Chase Crossroads Waterford Square (Crossroads Plaza)
Mass Municipal Wholesale Electric Co
Wal-Mart Real Estate Business Trust
VTR Northeast Holdiings LLC
Charter Oak Federal Credit Union
251,405,533
129,751,610
74,420,093
29,248,272
28,590,018
13,976,930
12,544,967 |
12,283,794
11,815,950
11,307,540
PERSONAL PROPERTY
Net Assessed Value
Dominion Energy Nuclear Connecticut Inc
Connecticut Light & Power Company dba Eversource
Mass Municipal Wholesale Electric Co
Yankee Gas Services Co
Green Mountain Power Corp
SEConn Fabrication LLC
Constitution Eye Surgery Ctr East LC
Target Corporation
Stop & Shop Supermarket Co
Sonalysts Inc.
Ve UR OUR
722,493,958
102,607,680
16,203,660
11,143,430
5,840,066
4,204,080
3,377,070
2,713,250
2,639,270
2,139,590
COMBINED
Net Assessed Value
Dominion Energy Nuclear Connecticut
Connecticut Light & Power Co. dba Eversource
Centro GA Waterford Commons (Waterford Commons Plaza)
Mass Municipal Wholesale Electric
Crystal Mall LLC (Mail Stores) —- _
Chase Crossroads Waterford Square (Crossroads Plaza)
Charter Oak Federal Credit Union
Sonalysts Inc.
Wal-Mart Real Estate Business Trust _
VTR Northeast Holdings LLC
Vra Ym YN HY 1 Th OY YM
1,178,071,194
102,607,680.
29,248,272
28,748,627
28,590,018
13,976,930
13,290,350
12,739,220
12,283,794
11,815,950

Assessment Administration
The Board of Assessment Appeals conducted hearings in March over the course of two
sessions. Assessment staff assists the board by performing the following duties:
appellant appointment scheduling; legal ad postings; records and files meeting
agendas and minutes; updates assessment changes in the CAMA and QDS system and
mails action notices to all appellants per state statute.
in total, the Board heard 16 appeals and made 9 changes, including 1 change toa
motor vehicle valuation appearing on the 2020 Supplemental list. The Board chose to
hear appeals for commercial and industrial properties with assessed values over SIM
and made O changes to properties in this category.
Total 2021 GL BAA Reductions by category
# Appeals # #No Changes Total BAA Reductions _
Changes
Real Estate 14 7 7 {$ 369,470.00)
Personal Property 1 4 0 (S 58,030.00)
Motor Vehicle** . 1 1 ) (§ 2,850.00)
*2020 Supplemental
16 9 7 ($ 430,350.00)
Total 2021 Reductions __ . (S 427,500.00)
Not Heard 0
Incomplete/Late Filings
Total Not Heard 0
Real Estate:
Sales questionnaires continue to be sent to all new owners of real estate. The
returned forms assist staff in determining the validity of sales as a reflection of the
current real estate market. Staff continues to review listings of properties for sale and
update real estate data as warranted. The sales validation process is recorded both
locally, in the town’s CAMA system, and at the state level through the OPM sales ratio
database, which is integral to the state’s annual compilation of the Equalized Net
Grand List.

a
Transfers of real estate title for tax billing and ownership records are processed on an
ongoing basis in the Assessor’s office. From October 2021 through September 2022 a
total of 1067 changes to title were processed.
Number of Documents Ql Q2 Q3 Q4 YTD
Totals
Transfers 2 $2,000 142 87 137 132 498
Change or Transfer SO 127 150 135 157 569
Transaction Totals 269 237 272 289 1067
The Assessor’s Office is required to maintain accurate GIS/tax maps and process
updates accordingly. Working with Tighe and Bond, the Assessor’s office initiated a
total of 31 map changes for the 2021 Grand List.
Staff members have processed a total of 2251 building permits this year, verifying and
valuing those that reflect property improvements and changes of use.
Income and Expense forms were mailed on March 15, 2022 to all owners of
commercial, income producing real estate. The deadline to file the 2021 I&E forms
was June 1°, 2022. Staff collected returned forms for further analysis by the Assessor
and commercial appraisers with Vision Government Solutions Inc. to establish
economic income data relevant to the 2022 state-mandated revaluation.
The 2022 town-wide revaluation commenced in March 2021 with the mailing and
collection of data mailers to all residential property owners. Vision data collectors
visited all commercial properties to record changes, property use and condition.
Residential properties were measured and listed when returned data mailers indicated
a change in construction detail or when completed data mailers were not received by
the Assessor's office. Revaluation staff also made site visits to all properties with
outstanding building permits.
Preliminary values resulting from the 2022 revaluation will be established and impact
notices mailed by November 23, 2022 to all property owners. Informal hearings will
be conducted by telephone in mid-December for all property owners wishing to
discuss their newly established valuations. The revaluation is anticipated to be
finalized and certified by January 31%, 2023.

THE DAY PUBLISHING COMPANY
PO BOX 1231
47 EUGENE O'NEILL DRIVE
NEW LONDON, CT 06320-1231
EAST LYME ASSESSORS
PO BOX 519
NIANTIC, CT 06357
United States
a
ACCOUNT NUMBER
CUSTOMER
BILLING PERIOD
D140217 EAST LYME ASSESSORS 09/01/22-09/3022
CLIENT PAGE NUMBER BUE DATE
Page 1 of 1 10/30/2022
Current Over 38 Days Over 60 Daye Total Satance
$067.95 $0.00 $0.00 $967.95
STATEMENT NUMBER
MAKE CHECKS PAYABLE TO Toy
DAY PUBLISHING COMPANY .
include your account # on CHECK NUMBER]
your check remittance j
AMOUNT Pap
PLEASE RETURN UPPER PORTION WITH YOUR REMITTANCE
NBT
$0.00
* 09/24/22- 10/1/2022 Grand List GPNW, DAY, DCW d01040314 3 col X 83 Lines $967.95
08/25/22" 10/1/2022
; Grand List
Day Credit Department 860-701-4204 Accounting Fax 860-437-7504
Community Classifieds - Toll Frea 800-582-8296 Advertising Fax 860-437-8780
Day Publishing Company - Toll Free 800-542-3354 Classified Fax 880-442-5443
Bilitng Parfod Account Number Customer
09/01/22-09/30/22 D140217 EAST LYME ASSESSORS
Current Due Over 30 Days Over 60 Days Total Balance
$967.95 $0.00 $0.00 $967,905
APPROVED
VENDOR#__77 24
PO# FY_202%
ACCOUNT #_Lolb4- £2. DIO
AMOUNT.
G2A.94
SIGN_VUO
DATE_\O\ 12) 4-
Payment Terms - Net End of Month =A FINANCE CHARGE OF 1.5% PER MONTH — ON ACCOUNTS NOT PAID WITHIN THE MONTH FOLLOWING PUBLICATION

, Paige Walton :
= From: . Diane Vitagliano <dvitagliano@eltownhall.com>
\. Sent: Friday, September 2, 2022 8:57 AM
To: Daphne Doran; Melissa Kronfeld, Old Lyme Assessor; Paige Walton
Subject: RE: September 2022 Legal Notice
f —_
Hi All,
The bill for each town is $241.99 per town. | will pay and if each town can make their check out to East Lyme once | get
the invoice that would be great.
Diane
From: Daphne Doran <ddoran@eltownhail.com>
Sent: Thursday, September 1, 2022 4:05 PM
To: Diane Vitagliano <dvitagliano@eltownhall.com>; Melissa Kronfeld, Old Lyme Assessor <mkronfeld@oldlyme-ct. gov;
Paige Walton, Waterford Assessor <pwalton@waterfordct.org>
., Subject: September 2022 Legal Notice
~ Good afternoan
Attached (below) is the proof of the legal notice for publication along with the cost .
If you have any questions, please fet us know.
Daphne Doran | Assistant Assessor
Phone: {860) 739-6931
Email: ddoran@eltownhall.com
Address: Town of East Lyme
108 Pennsylvania Avenue
Niantic, CT 06357
www. cltownhall com
From: legal <iegal @thedey.com>
"Sent: Thursday, September 1, 2022 10:30 AM

[
%,
* go1aaeats
Legal Notice
Towns of EAST LYME, LYME OLD LYME AND WATERFORD, CT
Filing of Tax Lists for 10/1/2022 Grand List
Ye Toats of EAST LYE, LYIME, OLD LYME AND WATERFORD, having separately
complied with Section Ba {D), and (H) of Section 12-41 of the Gonecticut General
_ Statutes, notes that it 6 not necessary for persons lhble for taxes on Raal Estate or.
“futomoblies acthety registered with the Connectiout Department of Motor Vehikies :
to fils tax lists with the Assessor annually as covered under Conneticut Genxal
_ Statute Section 12-22,
:Pergona! Property: AH owners of tangible personal property except:
Lregistered Motor Vehicles are required by Connecticut General
Statutes, to fite with the Asseszor, annus’y during tha month of Octo -
Gf. a sting of such business property. This property includes but
_ is not limited te the following: Machinery, Cquipment, Furniture and
' Fiatures etc. used in = business.
“Fallure to file: _ Section 1242 of the Cornectiut General Statutes requires the As-
csessor to file a listing for those whe fait to file or file late and add a 2X penalty to
1 the Ibting.
“Prease note the follewina:
Metenns: Veterans of any war period so declared in Section 12-
234, Subsection 19 of the Connecticut Generat Statues, having aot:
“previously filed for exemption within their Town, must provide an
Losiginal or certified copy of the Honorable Dischrge, or simifar, to
the Town Clerk prior ta Octoker 4, 2022.
“Disabled Veterane:; = Veterans ciaiming disability éxemptions for’
ethe first dime must submit proof from the Veterans Administration
Lto the Assessor before the BAA completes its duties stating the
“percentage of dizability in order to reccive the proper amount of
“exemption on the 2022 Grand List. All others need only file Hf their
(percentage of disability changed since 10'4/2021
Disabkd Veterans Aged 65 or Older: IF jou ara nxetiing additioralexerptios dis
oto aweteran’s Geabilly. yOu May be entitled to an astitional exemption equivalent to
ithe 1CGK disability rating. you qualify and are not recetring such exemption provide
proof of age to the Assessor.
‘Totally Disabled: Under certain ciraumstances, residents who are receiving permanent:
"disability benefits under the Federal Ctd Age Survie ors and Disability insurance Progam
of cextain other qualifying programs may be entitked to receive a £1 (CG property ex-
empticn upon submission of qualifying oof of such disabllity to the Assessor (as fer
~~settion 12-8) supsection 56, CGS), Claims must be fited during the assessment perked.
dnd: Proof of legat blindness, as defined in Section 12-92 of the
~ Connecticut Genesal Statutes. if not previously fled and atlowed,
imvust be submitted to the Assessor during the assessment period
for consideration on the 1011/2022 Grand List.
“Farmers Applications for exeraption on farm machinery must de filed with the As-
_sessor by Octobar 33, 222
> Farm, Forest Gyners of Reat Estate qualified under various subsections of 12-1077
1 of the Correcticut General Statutes, applying for relief undes croviskes of this statute’
i Must make apelication to the Assessor hetasen September J, 2002 and October 31,
‘2022 For the 1071/2022 Grand Lt. Contact the Asseasor’s office for astails
Local Option Exemption: = Under EAST LYME LYBME OLD LYME AND WATERFORD
Tyan Ordinances, a local exarption is zéailable to oaners of certain prisata vehictes
specially equipped for the transportation of the handicapped. Details are waite
from the Assessor's office,
“Local Option veteran Program: __ Under EAST LYMIE, LYME, OLD LYME AND WATER:
- FORD Town Ordinances, an additional seteransexempticn may be avaitabteto qualifying
i Meterans. Details are a'sailable froen the Assessor's office
" Fos the purpose of fulfilling the above obligations
Baal Lyme: The Assessor's Offers is open at the Town Hall, 108
[Pennsylvania Avenue, Hiantic, CT from §:00A.8.to 4:00 PM, week-
days except legal holidays.
: Lym: The Assescor's Office is opcn at the Town Matt, 400 Hamburg
‘Rad, Lyme CT from 9:00A.M.te 42:00P.h1 and $2:30 P.M. to 4:00 P.M.
“Monday, Tuesday, Wednesday and Friday except fegat holidays.
Old Lymé¢: The Assessor's Office is open at the Town Hull, 52 Lyme
St, Old Lyme CT from 9:00A.M.to 4:00 Pi. weekdays except legal
holidays. ,
_ Waterford. The Assesso7's Office 13 open at the Town Hall, 15 Rope
: Ferry Rd, Waterford CT from 3:00 A.M. to 4:00 P.M. weekdays ox-
‘eept legal holidays.
Dated this August 25 2022
f ne vitaplians Melinda Krerifeld-
\ ester Asszssot
“onan CF East Lyme, CT Tean of OF Lyre S Leire
» Paige S. Walton
Assessor:
Tran of Metatant oT

United States Postal Service
Postage Statement—First-Class Mail
and First-Class Package Service
Use this form for First-Class Mail and First-Class Package Service.
Permit Holder names, Address, Email, Telephone
TOWN OF WATERFORD
Name, Address, Telephone
| Mailing Agent tit other than permit holden
Mail Owner (tether than permit halded
Name, Address
Certification
s Use Only
[USPS Use Only
i
5 15 ROPE FERRY ROAD
‘So WATERFORD, CE 06385
2 860-440-0511
amontontwaterfordct.org
CAPS Cust. Ref. No. CRID CRID CRID -
Post Office of Mailing Mailet’s Malling Date | FederalAgencyCostGode | Statement Seq. No. Pernit # No, and type
af day fh 485 | of Containers
NEW LONDON , CT Af dé 2fez ee
Type of Postage | Processing Foi Mail Enclosed | Weight ofa Single Piece SSF Transaction (0# Parcels Only Hold 7?
[_] Permit imprint | Category within Another Class { ND] t For Pickup (HFPU) 4 ft. Letter
en | [_]Preeanceed [of Letters LJ marketing Mat | t= = rounds No. of pisces. o ms
c nome (i rats [LJ Bouns Printed Matter} Total Pieces Total Weight Guiomar an Lettr
toon Matarad EF tee on ustomer teneral
= | [7] Parcets [J uprary Mall f2 vi ¥f a 7). 4 Z / Ls Electronic Labels cn
= | Move Update Method [L_] Pertoctcats Letter or flat-size mailpieces contain: [_]siscon Trays
A acitary Service [_]Atternstive Method] L_] Media Mall [_] Round Trip ONLY: One DVD/CD or other disk, For Automation Pica Pisces, Flat Trays
lorsement =e —
Muttipi Enter Data of Address
[i scoaue 4 o io acs | Combined Malling | This is a Political Campaign Malling LL] ves ff No Matching and Coding | = Pallets
[lacs [[] 1a Aternative [state css This is Official Election Mail ves PAN conics Other
peuiese Porat sis Official Election Mail [] ves lo 7 a
Parts Completed (Select all that apply): [J A_ Os fe io fjs [Jnsa
4} Subtotal Postage (Add parts totals) | ;
@ Price at Which Postage Affixed (Chack ona). [#4 Comect | | Lowest {_] Neither = - oe
BE (2 | comsiete i mating includes cloves bearing matered/PC Postage /27F sus.x5_ 0.461" Postage Affixed| - 5&7 37y
6|3 Incentive/Discount Flat Dollar Amount | -
Tg 
Fee Flat Dollar Amount | +
~ 5| Permit#_ 485 Net Postage Due (Line 1 +/- Lines 2, 3, 4)
Incentiva/Discount Claimed: nc. nessa
‘The maiter's signature certifies acceptance of Hability for and ag
the agent certifies that he or she Is authorized to sign on behalf of th
agents may be fiabla for any deficiencies resulting from matters within thar responsibility,
form is accurate, truthful, and complete; that the mail and the supporting documentation comp!
claimed; and that the mang does not cantain any matter prohibited by law or postal regulation.
form or who omits information requested on this form may be subject to criminal and/or civil penalties, including fines and imprisonment.
Privacy Notice: For information regarding our Privacy Policy visit www.usps.can.
ama TYpe of Fee:
reement to pay any revenue deficiencies assessed on this mailing, subject to appeal, if an agent signs this form,
e mailer and that tha mailer Is bound by the certification and agrees to pay any deficiencies. In addition,
knowledge, or control, The mailer hereby certifies that all information furnished on this
ly with all postal standards and that the mailing qualifies for the prices and fees
understand that anyone who furnishes false or misleading information on this
PS Form 3600-FOM, January 2022 (Page 1 of 8) PSN 7530-13-000-5559
Signature of Mailar or Agent Printed Name of Maller or Agent S'gning Form Telephone 860-440-0511
BERT MONTON @ TOWN OF WATERFO: Cell :860-308-6979
This form and mailing standards are available on Postal Explorer at pe.usps.com.

FY22 METERED MAIL TO DATE
usage
Number Name Items Value
1)1ST SELECTMAN 87 #REF! 10101-52020
2|REGISTAR OF VOTER 3095 §1,534.09 |10102-52020
3\COVID 0 $115.75 |101-16070
4|ASSESSOR 3028 $1,508.99 |10104-52020
5|BOARD OF ASSESS APEALS 15 $75.89 |10105-52020
6|TAX COLLECTOR 12788 $6,367.95 |10106-52020
7| FINANCE 5835 $3,376.96 |10107-52020
8|/TOWN CLERK 4344 $3,367.18 |10109-52020
9|PLANNING AND ZONING 224 $528.73 |10110-52020
10] ECONOMIC DEVELOPMENT 0 $29.70 |10113-52020
11] CONSERVATION COMMISSION 36 $72.69 |10114-52020
12/ZONING BOARD OF APPEALS 34 $126.25 |10115-52020
13|;RTM 0 $0.00 |10117-52020
14|BUILDING DEPT. 1951 $1,123.44 |10118-52020
15|FLOOD AND EROSION 0 $104.86 |10141-52020
16) HARBOR MANAGEMENT 0 $0.00 25142-52020
17 ETHICS COMMISION 0 $0.00 |10143-52020
18|EMERGENCY MANAGEMENT li $7.04 |10122-52020
19|BUREAU OF FIRE PREVENTION 82 $121.42 |10123-52020
20)POLICE DEPARTMENT 567 $708.86 |10129-52020
21;PUBLIC WORKS 674 _ $424.59 |10130-52020
22} HISTORIC PROPERTIES COMMISSION 44 $91.71 {10120-52635
23|}YOUTH SERVICE BUREAU 447 $242.62 |10119-52020
24| HUMAN RESOURCES 882 $507.90 |10145-52020
25|SENIOR CITIZENS COMMISSION 450 §269.25-|10135-52020
26|WTFD PUBLIC LIBRARY 609 $306.77 |10136-52020
27;RECREATION AND PARKS 950 $453.59 |10137-52020 -
28|WTED. SHELLFISH COMMISSION 0 $89.92 |20780-52020
29| UTILITY COMMISSION 30884 $10,993.60 |60131-52020
30/BD OF ED CENTRAL OFFICE 7783 $8,350.20 |10160-59901
32|GREAT NECK ELEMENTRY 1123 $1,241.25 |10160-59901
33|OSWEGATCHIE ELEMENTRY 1377 $1,054.26 |10160-59901
34]QUAKER HILL ELEMENTRY 1311 $903.39 |10160-59901
36|CLARK LANE MIDDLE SCHOOL 4328 $2,984.29 10160-59901 BOE
37|WATERFORD HIGH SCHOOL 4480 $2,969.60 |10160-59901 $17,502.99
38;REVAL 152 $261.42 |20501-57639
39|ANIMAL CONTROL FUND RAISING 0 $0.00 |27829-52020 GG
40|TOWN CLERK ABSENTEE BALLOTS 90 $47.70 |10109-52020 #REFI
41|OPEN DOORS GRANT 0 $0.00 |21735-52020
#REF! 101-16100 #REFI
TOTAL

Assessor's Office
FY21 Postage
Jul-20
Aug-20
Sep-20
Oct-20
Nov-20
Dec-20
Jan-21
Feb-21
Mar-21
Apr-21
May-21
Jun-21
Total Postage
FY 22 Postage
Jul-21
Aug-21
Sep-21
Oct-21
Nov-21
Total Postage
Monthly Postage
Assessor's Office
Metered Mail # Items BAA Metered Mail = # Items
FY 21 Postage
93.55 174 0 0
14.50 29 0 0
0.00 0 0 0
20.60 38 om 0
31.00 57 0 0
9.50 19 0 0
542.88 2331 1.5 3
336.78 658 19.38 38
192.16 376 16.83 33
8.16 16 0 0
9.07 17 0 0
28.08 53 0 0
S 1,286.28 3768 © Ss 37.71 74
16.21 30 oO 0
9.56 18 0 0
28.62 53 0 0
33.32 60 8.25 15
50.50 92 0 0
S 138.21 253 S 8.25 15

Seat Belts Dio Save Lives
‘Teen Driving: You Risk, You! ,
STATE OF CONNECTICUT _-
DEPARTMENT OF MOTOR VEHICLES
SECURITY
SERVICE
60 State Street, Wethersfield, Connecticut 06161
ct.govidmy
BILL TO Invoice
Waterford (ASSESSOR)
15 Rope Ferry Rd DATE INVOICE #
Waterford, Ct 06385
5/31/2022 3942
| DUE DATE
7/25/2022
DESCRIPTION QTY AMOUNT
-- PAYMENT DUE LIPON REC: °T ~-
PERIOD COVERED: 7/0122 TO 06/30'2:
YEARLY BILL FOR ONLINE ACCESS ‘1G VMIOTOR V :HICLE.
INFORMATION. (DMV DIRECT PROGRAM) I 250.00 |
* YOU ARE RESPONSIBLE FOR PAYMZ\T UNTIL OU WITHDRAW
FROM THE PROGRAM OR YOU HAVE BEN NO!. IED OF
TERMINATION BY DMV APPROVED
PLEASE CONTACT THE FISCAL OFFEZ} AT 860-2 3-5
QUESTIONS.
PLEASE REMIT THE TOTAL DUE TO:
-VENDOR#
Ea
TH ANZ
CLOSE PO
ACCOUNT }
AMOUNT.
DEPARTMENT OF MOTOR VEHICLE3 ~~
3RD FLOOR/FISCAL SERVICES RM 327 SIGN. th ——
60 STATE STREET | ~ ——
WETHERSFIELD, CT 06161 DATE £ HZ otz __.
ae ' 4 ot
Please return one copy of invoice with payr12-1. -
“= Total $250.00 |
| ~ Payments/Credits $0.00 |
ae
Balance Due ~*~ 3250.00 }

2022-0024
Paige S. Walton Invoice Number:
f— 2432 Dairy Rd.
7 Invoice Date: 12/05/2022
Cosby, TN 37722
Invoice
Buyer: | Shipping Address:
Town of Waterford Town of Waterford
15 Rope Ferry Road 15 Rope Ferry Road
Waterford, CT 06385 Waterford, CT 06385
Purchase Order Number Purchase Order Date Currency
N/A 12/05/2022 US Dollars
— Unit of ..
Name Description _ Oty. Tax Unit Price Total
Measure
(an 11/20/2022 -
1. Each 55.00 No $50.00 $2,750.00
11/26/2022
50.00 .
7 11/27/2022- Each 55.00 No $ $2,750.00
12/03/2022
Comments: Remote and in-office Subtotal: $5,500.00
management, Ongoing 2022
Revaluation, 2022 Grand List
Compilation, Map changes, Sales
verification, taxpayer communications Total: $5,500.00
va Construed in accordance with and goverened by the laws of Connecticut.
L
Page 1 of 1

a
121 Mattatuck Heights Rd
Quality Data Service, Inc. Bu dge t | Le tter FY2023-24
Waterbury, CT 06705
Date r Letter/Qu ot..
www.QDs.biz 11/22/2022 | 2020E6209
Name/ / AddAddress Ship To/Bili To
: Waterford AAssessor
Description of Services Est Qty Total
Software Services
Annual Software Support Fee - Assessor Software 1 6,311.81.
Annual Subscription Fee - Personal Property CAMA 1 2,205.00
Annual Subscription Fee - QDS Hosted Personal Property 1 303.19
Declaration Form
DRaaS - Disaster recovery as a service 84 509.36
Double Sided laser Printing & Indexing of Grand List - Regular 2,050.65
Permanently Binding Grand List Book({s) - Regular List J. ZL. Binh h 330.75
Double Sided laser Printing & Indexing of Grand List - MVS 512.66
Permanently Binding Grand List Book(s) - MVS ga 82.69
Assessor Annual Cost of Services; Maintenance of Town FTP 552.25
(File Transfer Protocol) Folder
Subtotal 12,857.36
PP Declarations - Printing and Mailing Services
Printing, processing, and nesting personal property online | 1,350 372.10
letters. Pp dame as
#10 Window Mailing Envelopes 24# WW - 1 sided 1, ot 90.00
CASI certify File 82.69
ist Class Postage - CASS Certified Rates 1, 350 688.50
Subtotal 1,233.29
Subtotal CONTACTUAL SERVICES 14,090.65
Grand Total.
_ Finance Dept oo
Leo DiNicola, CFO - 203-910-2316 6 (0) Customer Acceptance Date:
PO #:
Customer Acceptance Signature:
Print Name and Title:

REC'R FINANCE
www.ads.biz
‘FEB 2/22 Pua?
Quality Data Service, Inc. invoice
121 Mattatuck Heights Rd
Waterbury CT 06705 Date Invoice #
1/24/2022 2019-9648
Bill To 
Ship To
Waterford Assessor
Town Hall
15 Rope Ferry Rd. ~
Waterford, CT 06385 DU>
5.0. No. P.O. No. Terms Due Date Ship Date Ship \ Oe
Due on receipt | 1/24/2022 1/19/2022 US Mail
Description Qty Amount
Double Sided laser Printing & Indexing of Grand List - Regular 2021 4 1,860.00 |
1 RE
2 PP
. F3MVAL
( [4aMvmz
“| Permanently Binding Grand List Book(s) - Regular List 2021 4 300.60
APPROVED
VENDOR#__744
¢ Fa ae
CLOSEPO Y. N
ACCOUNT #_jol0'/-S20UO.
Total Due $2,160.00
Contact Leo DiNicola CFO Payments /Credits $0.00
Phone # 2037559031
alane 2,160.00
Fax # 203-574-4360 B @ Due i
e-mail LEO@QDS.BiZ
( Web Site

TOWN OF WATERFORD
ATTN: TAX ASSESSOR
15 ROPE FERRY
WATERFORD, CT 06385
[On rr |}
QUALITY DATA SERVICE INC
121 MATTATUCK HEIGHTS RD
WATERBURY, CT 06705
‘|| DODZm< |
[OH V—TH |
Purchase Order
Fiscal Year 2022 Page: 1of1
Purchase
Order #
220464
Terms and Conditions under which this order is
issued can be found on the town's website at:
www. waterfordct.org
TOWN OF WATERFORD
TAX ASSESSOR OFFICE
15 ROPE FERRY RD
WATERFORD, CT 06385
Description/PartNoTM:
TAX ASSESSOR
QUALITY DATA SERVICES - GL BIN
ok
GL 2021 BINDING/PRINTING
INVOICE #2019-9648
1,0 |EACH
UOM |: “Unit Prices | Extended Price:
$2,160.00 $2,160.00
ov, Lari?
Purchasing Agent
VENDOR COPY

Quality Data Service, Inc.
121 Mattatuck Heights Rd
Invoice
co Dat Invoice #
( Waterbury CT 06705 — —
. 10/5/2022 | 2019-22132
Bili To 
Ship To
Waterford Assessor
Town Hall
£5 Rope Ferry Rd.
Waterford, CT 06385 E
§.0. No. P.O, Neo. Terms Due Date Ship Date Ship Via Tracking #
Due on receipt | 10/5/2022 9/23/2022 US Mai
Description Qty Amount
PP Declarations - Printing and Mailing Services
Printing, processing, and nesting personal property online letters. 1,295 339.94
#10 Window Mailing Envelopes 24# WW - 1 sided 1,400 98.01
CASI certify File 1 78.75
~~ | Ist Class Postage - CASS Certified Rates 1,295 621.34
APPRQVED
=o
VENDOR#_ 7 ‘/
“SEPO Y. it
SUNT #._[olodt Sou?
JUNT__L/ 3% 27,
u aN - a . .
UATE fof 7fae? ee |
“Total Due $1,138.04
Contact Lao DiNicola CFO | Payments/Credits $0.00 |
Phone # 2037559031
B 1,138.04
Fax # 203-574-4360 alance Due $ 8 J
; e-mail jeo@qds.biz
Ke { Web Site www.qds.biz

_
—
Xerox Financial Services LLC
208 Meritt 7 Cost Per Image Agreement XefOx
Norwalk, CT 05851
Supplier Name-Address:
Owner: XEROX FINANCIAL SERVICES LLC ~ 201 Merritt 7, Norwalk, CT 06851
CUSTOMER ANT ORMA TION
Agreement Number:
&} Full Legal Name: WATERFORD, TOWN OF Phone:
é Billing Address: 15 Rope Ferry Road Contact Name: Rawle Dummett
chy: WATERFORD | state CT | 2ip Code: Contact Emall: rdummeti@waterfordst.org
SERRE RSE
MONTHLY IMAGE ALLOWANCE® EXCESS IMAGE CHARGE®*
s QTY | MODEL and DESCRIPTION baw COLOR BSW COLOR
= 4 {XEROX C8a45 1,000 6 O06 08
2
4
Meter Billing Frequency (Monthly unless checked)! [" ] {Other} * Included in Base Payment ** Pius applicable taxes
TERRY BRSEPATAIENT Sttaoniniy frequency cales clner cise noted] Hydiginentbocetien Gi ddlerentfronr biking Address}:
Initial Term: gua | Base Paympent (plu applicable taxes): $158.00 24 Rope Ferry Road
tin months} Frequency Pa Monthly [} Quarterly Py Annually
CUSTONL IACCERTARCE
"BY YOUR SIGNATURE oye rou CWIPDO YOU ARE ENTERING INTO A NON-CANCELLABLE AGREEMENT AND THAT YOU HAVE READ AND AGREED TO ALL
APPUCABLE TERMS AD CONSE Sex SRI PARES 1 AND 2 HEREOF,
Authorized Signer: — See HY, MF pag) | Federal Tax lO # (Required). 76 ~20DI/o. /
iq —_— . Tt 3 Ae
Print Mamet £2 749 hE Ag 5 Tele: 7 ~ Fir,
OWRER-ACCEPTANCE
Accepted By. _ Xerox Financial Services LLC EE (a
FERMS'&: COROITIONS
7. Definitions. The words “you” and “your” mesn the legal entiy identified in “Customer Information” above: and “KFS,* “we,” “us”, “Owner® aed “our mean Xerox Financial Services ie.
“Party” means you oF
oo xf, and. “Pasties” means doth you and XFS. “Supnlier* means the entity identified as “Supplier” above. *heceptance |Date" means thed date you Lreeotably determine
d end operating satisfactorily “Agreement” means this Cost Per image Ag any “Commencement Date”
will be a date after the Acceptance Date, as set forth in our fist Invaice, for Seclitaiing an arderty transition and to prove a unten billing cycle: “Discount Rate” means 3% per annum.
*Equipment” means the hems identified in “Equipment” above and in any plus 31 idefined in section $ hereof}; attachments, accessories,
pats, irs thereto: "Excess’ harges” meate tha applicable tues image charges. *interkm Perlod* means the period, ifany, between
the A Date and the & Date. seta Payment” means ove thirtieth of the Base Payment muhisled by the number of days in the interim Period, *Payment” meant
the Base Payment specified above, weticn aya inglude an amount payable to Supplier under the Mamtenance Agreement to account for the Monthly Image Allowances Asted id above, the
Excess Charges (unless otherwise you, Supplier anc XF5), Taxes and other charges you, Supplier and KFS agree will be invoiced by XFS. “°M
vereement nyo and Supple efor i tinenance and support purposes. “Orig Fee” mesns a one-time fee of SL25 billed on yaur Brstinvolce, which you agree: eto pm, covering
3: and other initial costs, “Term” means the Interim Period, if any, together with the lnftlal Term phos ary sub renewal or res. "UCC*
means the Area Commercial Code of the State(s) where XFS must fie UCC 1 financing statements To |perfect its Interest in the Equipment.
Free eat n
aynants ond Lete Payments, You agres atid that the Equi was and by vou based on your judgment and supplied! by Supplley
XFS wil aequire same from Supplier to lease to you hereunder and you agree to tease same from XFS. The initial Term You agree
te pay
Lenght the
the test Payment plus any apelicable Interim Payment no later than 30 days after the Ct t Date: each sub t Payment shal Hy nie on the ame tate af each
month thereatier You agree to pay us al sums due under rach invoice viz check, Automated Clearing House debit, Electronic Funds Transter or direct debit from your bank account by the
dve date. {fang Payments not pals in full within 5 ve efor is om ate, You wi pay tlete charge of the greater of 10% of the amount due or $25, not to exored the maximum amount
For each % yoo wall dd the applicabh fee, not to exceed $25. Restrictive covenant on any method of payment wll be inefiective,
3. Equipment md Software. To the extent that the € uh cludes *s services such 21 software licenses, such intangible property shall be referred to 35
“Software.” You acknowledge snd agree that XFS is not the foensor of sch tene aod therefore has na right, Gtle or interest in it and you wil comply throughout, Oeton with any ikense
and/or other agreement (Software License*} with the supplier of the Software (“Software Suppliec") You are responsibie for determining with the Suppiler whether any Software Licenses
are Fequited, and entering into them with the Software Supotier(s no later than 30 days after the Acceptate Daic. YOU AGREE THE EQUIPMENT iS FOR YOUR LAWFUL BUSINESS USE
THE UNITED STATES, WALL NOT ZE USED FOR PERSONAL, HOUSEHOLO OR FAMILY PURPOSES, AND IS NOT BEING ACQUIRED FOR RESALE. You wif not atach the Equipment as a fixture to
real es