Board of Selectmen - 67 (02/03/2022)
agenda center attachment
| Board/Commission | Board of Selectmen |
|---|---|
| Meeting Date | February 03, 2022 |
| Pages | 54 |
| File Size | 12.2 MB |
| OCR Status | Searchable (OCR processed) |
| Source URL | Original |
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Full Text (OCR Extracted)
TOWN OF WATERFORD
GENERAL FUND
2022-2023 PROPOSED BUDGET
DEPT/AGENCY:
10104
ASSESSOR
51110
ADMINISTRATION
SS
196,533
196,788
(65,000)
123,425
169,295
(27,493)
“13.97%
51210
CLERICAL/TECHNICAL
64,060
62,788
26,983
62,224
(564)
-0.90%
51810
OVERTIME
0
0
0
0
0
#DIV/0!
51910
FRINGE BENEFITS
891
2,408
0
0
(2,408)
0.00%
_-11.63%
ADVERTISING
214
400
0
400
0
0.00%
POSTAGE
1,286
1,031
138
1,068
37
3.59%
PROFESSIONAL FEES
2,650
250
65,000
45,562
250
0
0.00%
SERVICE CONT & REPAIRS
5,487
5,666
2,242
5,921
255
DUES, CONF., & EDUCATION
~ JOTHER SUPPLIES
TOWN OF WATERFORD
FY2023 BUDGET REQUEST
DEPARTMENT
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. All permit activity within the Town
of Waterford is inspected and valued annually by Assessment staff and the revaluation of all
real property town-wide is conducted once every 5 years as defined by Connecticut State
Statutes.
TOWN OF WATERFORD
FY2023 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 2021
FY2022
FY 2023
2022 (+/-)
Appropriated Appropriated Request
$0
196,788
196,788
169,295
-27493
58,818
62,788
62,224
-564
0
0
0
0
2697
2408
0
-2408
19,761
20,041
17,711
-2,330
278,064
282,025
249,230
-32795
650
400
400
0
744
1031
1068
37
6)
250
250
6)
1680
5666
5921
255
1825
1825
1825
0
0
0
0
0
4,899
9,172
9,464
292
150
150
150
0
500
500
500
0
650
650
650
0
283,613
291,847
259,344
-32,503
TOWN OF WATERFORD
FY2023 BUDGET REQUEST
DEPARTMENT
BUDGET EXPLANATIONS BY CATEGORY
Personnel Costs:
Office staff consists of 3 full time positions; A Certified Municipal
Assessor, an Assistant Assessor and an Assessor’s Aide III; and one part-time Assessor’s Aide II
position at 19 hours/week. Salaries, fringe benefits & longevity are based on rates established
by union contracts.
Budget Request: $249,230
11.63% decrease
*Turnover in Assessment staff in FY21/22
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
FY2023 BUDGET REQUEST
DEPARTMENT
e
10104-52020 — Postage
Request: $1068
3.59% 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 FY21 = $1286.28 *greater than typical monthly
correspondence total due to Covid-19.
Postage Breakdown:
Monthly Correspondence:
$360 Est.
@ $30/mo
Increase Notices:
$411 709 @ .58
Elderly Applications/reminders:
$99
Feb. 150@.58 + April nonfilter letters 20@.58
Advets reminders:
$23
40@.58
Inc. & Expense Forms:
$175 301@.58
$1068
e
10104-52030 - Professional Fees
Request: $250
0% increase
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.
e
10104-52040 — Service Cont & Repairs Request:$5,921
4.5% 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 all 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
annual Grand List books and the annual generation and mailing of online personal
property filing notices with unique pin # assignment.
TOWN OF WATERFORD
FY2023 BUDGET REQUEST
DEPARTMENT
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 FY21 $5487
Service Cont. & Repairs Breakdown:
QDS Grand List Binding:
$2,835
QDS Online PP Filing:
$1,190 Estimated at 1350 accounts
CBS Copier:
$1,896
$5,921
10104 -52050 — Dues, Conf. & Education
Request: $1,825
0% inc
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 will be received for certain
conference attendance on assessment and statute related topics throughout the year.
Dues are annually recurring for the CAAO, IAAO, NRAAO and GMNLAA, 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 FY21 to date:
$380
Assessor Dues — CAAO, NRAAO, GNLAA,IAAO
$350
Asst Assessor Dues - CAAO
$295
Cont. Ed — Assessor — Uconn
$530
UConn/Ed — Asst & Aide
$325/pp
$650
$1825
TOWN OF WATERFORD
FY2023 BUDGET REQUEST
DEPARTMENT
Materials & Supplies: Accounts 53020-53200:
Includes additional supplies and materials
required to effectively operate the Assessor’s Office
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 FY21:$282 replacement of 2 broken task chairs, additional
supplies, office’s portion of Finance Infoshred bill. FY22 to date: $71 — 2 replacement
calculators, scissors.
10104-53200 — Pricing Books
Request:
$500
0% increase
Pricing guides are provided through a bulk purchase contract conducted by the CAAO.
The 5 most common pricing books (NADA — as re commended by OPM) were packaged
last year at a cost of $470 and are estimated to increase slightly in cost. Online pricing
tools will be utilized for unique categories/older/antique vehicles to avoid purchasing
additional pricing manuals as was past practice.
Fees incurred in FY21:$470
TOWN OF WATERFORD
PERSONNEL WORKSHEET - DEPARTMENT NAME
2022-2023 FISCAL YEAR
LINE 51920
HOURS
TOTAL
PAYROLL
DATE OF
WORKED/
HOURLY
SALARY
SALARY
EMPLOYEE | TAXES
HIRE
POSITION
WEEK
RATE
2021/2022
2022/2023
|LONGEVITY|
SALARY
(F.IC.A)
0
0
0
0
51110 - ADMINISTRATION
0
0
vacant
Assessor
N/A
98,295
0
98,295
7,520
12/7/2021
|Asst Assessor
N/A
71,000
0
71,090
5,432
51210 - Clerical/Technical
0
0
8/30/2021
Assessment Aide III
35|
22.0607
41,713
40,305
0
40.395
3,083
AS-G, Step 1
0
0
0
0
10/30/2017
Assessment Aide II
19}
22.1000
21,075
21,919
0
21,919
1,677
51810 - OVERTIME
0.00
0.00
0.00
0.00
TOTALS -- DEPARTMENT
259,576
231,519
231,519
17,711
WORKDAYS
2022/2023
WEEKS TO BUDGET
261
52.2
08/13/2021 13:28
Town of Waterford, CT
P
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YEAR-TO-DATE BUDGET REPORT
glytdbud
06/30/21
FOR 2021 13
ACCOUNTS FOR:
ORIGINAL
REVISED
AVAILABLE
PcT
04
ASSESSOR
APPROP
BUDGET
YTD EXPENDED
MTD EXPENDED
BNCUMBRANCES
BUDGET
USED
101 GENERAL FUND
10104 ASSESSOR
44003 STREET CARDS
10104.44003
STREET CARDS
a
a
-~273.00
.00
-00
273.00
100.0%
TOTAL ASSESSOR
6
ie]
-273.00
.00
+00
273.00
100.0%
TOTAL GENERAL FUND
i]
a
=273 .00
.00
.00
273,00
100.0%
TOTAL ASSESSOR
ie]
a
-273.00
.00
,00
273.00
100.0%
TOTAL REVENUES
a
iH
*=273.00
.00
00
273.00
F/ gal &|
08/13/2021 13:41
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ase Munis:
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Town of Waterford,
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YEAR-TO-DATE BUDGET REPORT
glytdbud
07/31/21
FOR 2022 021
JOURNAL DETAIL 2022
1 TO 2022
12
ACCOUNTS FOR:
ORIGINAL
REVISED
AVAILABLE
PCT
04
ASSESSOR
APPROP
BUDGET
YTD EXPENDED
MTD EXPENDED
ENCUMBRANCES
BUDGET
USED
101 GENERAL FUND
10104 ASSESSOR
44003 STREET CARDS
20104 44003 STREET CARDS
0
0
+35.00
-35.00
00
35.00
100.0%
2022/01/000504 07/31/2021 GCR
-35.00 REF
ASSESSOR 073021
TOTAL ASSESSOR
0
0
-35.00
~35.00
-60
35.00
100.0%
TOTAL GENERAL FUND
fe)
0
-35.00
~35.00
.00
35.00
100.0%
TOTAL ASSESSOR
)
0
-35.00
~35.00
.00
35.00
100.0%
TOTAL REVENUES
ft)
ra)
-35.00
=35.00
.00
35.00
sub 21 ~
De.
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Jo. 2
09/14/2021 14:14
Town of Waterford, CT
P
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vbielucki
}YEAR-TO-DATE BUDGET REPORT
iglytdbud
08/31/21
FOR 2022 02
JOURNAL DETAIL 2022
2 TO 2022
2
ACCOUNTS FOR:
ORIGINAL
REVISED
AVAILABLE
Pct
04
ASSESSOR
APPROP
BUDGET
YTD EXPENDED
MTD EXPENDED
ENCUMBRANCES
BUDGET
USED
101 GENERAL FUND
10104 ASSESSOR
44003 STREET CARDS
40104 44003 STREET CARDS
0
D
-§2..00
-17.00
00
52.00
100.0%
2022/02/000310 08/31/2021 GCR
-17.00 REF
083121 ASSESSOR AUGUST
TOTAL ASSESSOR
0
G
-52.00
-17.00
-06
52.00
100.0%
TOTAL GENERAL FUND
0
iH
-52.00
-17.00
-00
§2.00
100.0%
TOTAL ASSESSOR
0
tt]
-52,00
-17.00
-60
52.00
100.0%
TOTAL REVENUES
0
Q
~52.00
-17.060
-00
52.00
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10/18/2021 13:45
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Town of Waterford, cr
P
2
vbielucki
YEAR-TO-DATE BUDGET REPORT
glytdbud
09/30/21
FOR 2022 03
JOURNAL DETAIL 2022
3 TO 2022
3
ACCOUNTS FOR:
ORIGINAL
REVISED
AVAILABLE
PCT
ASSESSOR
APPROP
BUDGET
YTD EXPENDED
MTD EXPENDED
ENCUMBRANCES
BUDGET
USED
101 GENERAL FUND
10104 ASSESSOR
44001 MAPS
10104 4400)
MAPS
Q
0
~7.50
» -#,50
-00
7.50
100.0%
2022/03/000304 09/30/2021 GCR
-7.50 REF
ASSESSOR SEPT 2021
44003 STREET CARDS
1910444003
STREET CARDS
0
0
“92.00
-40.00
.00
92.00
100.0%
2022/03/000304 03/30/2021 GCR
-40.00 REF
ASSESSOR SEPT 2021
TOTAL ASSESSOR
0
i)
~99,50
-47.50
.00
99.50
100.0%
TOTAL GENERAL FUND
)
1)
=99,50
-47.50
-00
99.50
100.0%
TOTAL ASSESSOR
)
)
~99.50
-47.50
00
99.50
100.0%
TOTAL REVENUES
d
8
~99,50
-47.50
46
99.50
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11/12/2021 08:48
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Town of Waterford, CT
Pp
2
vbielucki
YEAR-TO-DATE BUDGET REPORT
glytdbud
10/31/22
FOR 2022 04
JOURNAL DETAIL 2022
4 TO 2022
4
ACCOUNTS FOR:
ORIGINAL
REVISED
AVAILABLE
PcT
04
ASSESSOR
APPROP
BUDGET
YTD EXPENDED
MTD EXPENDED
ENCUMBRANCES
BUDGET
USED
101 GENERAL FUND
10104 ASSESSOR
44001 MAPS
1010444001 MAPS
0
6
-10,75
-3.25
.00
10.75
100.0%
2022/04/000277 10/29/2021 GCR
-3.25 REF
ASSESSOR 102921
44003 STREET CARDS
10104 44003
STREET CARDS
0
0
-132.00
-40,00
.00
132.00
100.0%
2022/04/000277 10/29/2021 GCR
-40.00 REF
ASSESSOR 102921
TOTAL ASSESSOR
0
rt)
~142.75
-43.25
.00
142.75
100.0%
TOTAL GENERAL FUND
0
0
142.75
-43,.25
-00
142.75
100.0%
TOTAL ASSESSOR
0
0
-142.75
~43.25
.00
142.75
100.0%
TOTAL REVENUES
0
a
-142.75
-43.25
.00
142.75
ya
TOWN OF WATERFORD
RECEIPT REPORT
TO:
Finance Department
Deposit Date
-2}0a1
FROM:
Assessor
Date
\Q-3-30 ol
Org
Obj
Description
Amount
10104 - 44001
Maps
2.50
10104 - 44003
Street Cards
lig DO
Check No.
Amount
Summary
Cash
Checks
ACH
Deposit Slip
Explanation
Totals
$
2-2
-50 uv“
24.50
{revised 10/26/2018)
GENERAL GOVERNMENT:
SELECTMEN:
PERSONNEL
SERVICES
MATERIALS & SUPPLIES
TOTAL
REGISTRAR OF VOTERS:
PERSONNEL
SERVICES
MATERIALS & SUPPLIES
EQUIPMENT
TOTAL
BOARD OF FINANCE:
PERSONNEL
SERVICES
MATERIALS & SUPPLIES
TOTAL
ASSESSOR:
PERSONNEL
SERVICES
MATERIALS & SUPPLIES
TOTAL
TOWN OF WATERFORD, CONNECTICUT
STATEMENT OF EXPENDITURES AND OTHER FINANCING USES-
ORIGINAL BUDGET AND ACTUAL-GENERAL FUND
FOR THE FIVE YEARS ENDED JUNE 30, 2021
FY2021—
FY2020 .
‘FY2019 |
FY2018
FY2017
ORIGINAL.
FY2021
ORIGINAL
FY2020
ORIGINAL
FY2019
ORIGINAL
—-FY2018 = ORIGINAL
FY2017
_BUDGET_ACTUAL_ BUDGET.
ACTUAL BUDGET
ACTUAL
BUDGET
_ACTUAL__ BUDGET __ ACTUAL
194,527,
189,468
192.636
193,364 «187,217,
186,942
_—«180,290
182,341
179,360
179,715
8675
«= «3,412,s7,837 0s 5847
«43,087
54,805
«43,130
117,200
43,130
«65,650
“4,118 = 8,358
1,150
193,679
875
802 OS
a1
928
660
201,320
201,238
«201,23
392,890
231,129
242,549
224,384
300,392. 223,415
246,025
63,535
62,703
«60,918 ©
«58,970
«1,103.
«69,430.
-ts«8, 808
58,643
51,240
«61,246
5599
4,375
$484
5195
8812
5486
— 5,758
5599
7,777,
7,785
5144
2,595
5679
5636
4,764
7,379
4,491
4573.
6,511
4,998
Pea
0
od
oO
4
ee
0
4
0
74,279
69,673
72,082
«69,800 71,680 = 82,295 ~——69,088
68,816
65,529
74,030
44002-1571.
«3,807,
4,388
4600
ag
3203. —«4689—«3,348
61,600
60,404.
60,475
«60,050.
«62,375
«= 58,853
50,467
48,825
«49,061
0
6
9
30
8
30
3080
30
66,000
© 62,081
64,312
«61,417. 87,096 = 81,302
53,700.
53,644
§2,439
278,064
-280,493
278,064
+«—«-284,703-—«-270,580
«277,770
=a
262,102
296,980
388,879
4899
10017. 4889
4,976.
28,657
39,304
26,648
26,776
«26,239
650
752. 650
527... B49
1,139 |
1
937._-1,094
711
283,613
291,263 283,613
290,206.
290,706
«318,303
«308,
289,688
© 324,860
418,829
Page 1
BOARD OF ASSESSMENT APPEALS:
PERSONNEL
SERVICES
TOTAL
TAX COLLECTOR:
PERSONNEL
SERVICES
MATERIALS & SUPPLIES
EQUIPMENT
TOTAL
FINANCE:
PERSONNEL
SERVICES
MATERIALS & SUPPLIES
EQUIPMENT
TOTAL
LEGAL DEPARTMENT:
SERVICES
TOTAL
TOWN CLERK:
PERSONNEL
SERVICES
MATERIALS & SUPPLIES
OFFICE EQUIPMENT
TOTAL
iTM
é
{
i
TOWN OF WATERFORD, CONNECTICUT
STATEMENT OF EXPENDITURES AND OTHER FINANCING USES-
ORIGINAL BUDGET AND ACTUAL-GENERAL FUND
FOR THE FIVE YEARS ENDED JUNE 30, 2021
Page 2
FY2021
FY2020°
FY2019
--PY2018
FY2017
ORIGINAL
FY2021
ORIGINAL
FY2020
ORIGINAL
FY2019
ORIGINAL
= FY2018
ORIGINAL.
FY2017
‘BUDGET. ACTUAL -SUDGET
ACTUAL
BUDGET
ACTUAL
BUDGET
ACTUAL
BUDGET__
ACTUAL
1,038
614
4,218
1128.
1,164
573
sé GAT
2063
730
827
650
452-980
318 1,000
335
4,443
2776
—s«*736
326
4,588
1,066
2,168
1446
2,164
908
=—s«3,790
2.339
© 1,466
‘1,183
175,509
174,740
174,655
169,175
167,249
170,361
«(165,367
165,400.
164,854
155,595
30,867
27,211
+«=—«- 29,432
«28,758
«= 38,671
«= 36,865
«38,819
39,447,
38,094
35,348
30
936-30
0.30
16.
80
50.80
24
60
50-100
575.
1,900,890 ——i(ié‘C~:O
0
200
200
208,156
202,938
204,217
«198,508
207,850
© 209,122
(204,236
204,897
203,228 = 191,167
853,370.
543,754
554,302
535,897
843,364
529,400
519,526
490,698.
519,349
562,414
417,900
«=-90,540. 117,908
+= 98,645.
«147,087
| 125.688
«= 132,078
115,214.
347,478 = -321,363
30,000
29,330
30,000
20623.
30,000 = 25,232.
«=
s«385,000
23,045°
36,000
32,276
0
70
——t—<CSCO
0
500
199.
0
0
34,728
35,580
701,270
663,604
702,300
«655,165
720,951
680,519
686,604
628,957 936,556
951,633
298,000
322,134
208,000
307,357 298,000
302,413 © 288,000
«284,074
289,000
282,648
298,000 © 322,134.
288,000
307,357 298,000
302,413 ~—=—«289,000
284,074
289,000
282,648
232,562
235,831
230,832
231,209
«223,282
«224,171 ~—=«-216,337' «= 219,270 215,620
219,229
30,004
31,859
32,004 «= 31,780 34,204
«25,384
~—s«33,804
28,852.
31,455
29,547
2,863
1450
2853
2,112
|
3,190:
803
1597
1,004 = 1,097
1990
«18901
o
0 = 4620
4603
1
0
267,309
271,030
265,690
265,191 260,290
252,715
_—-—- 257,664
254,322. 248,080
249,873
FIFTEEN ROPE FERRY ROAD
WATERFORD, CI’ 06385-2886
Assessor's Office
FY 2021-2022
GL 2020
Staff: Paige Walton, Charles Lobacz, 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 records 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 2020 Net Grand List totaled
$3,387,908,016. The Board of Assessment Appeals met remotely via zoom in the month of March and
reduced the Net Grand List by $734,830 The final 2020 taxable net Grand List as reported to OPM
was:
$3,387,173,186
2020 Grand List summary:
2020 GRAND LIST OF TAXABLE AND EXEMPT
TYPE OF ACCOUNT
#OF ACCOUNTS GROSS ASSESSMENT TOTALEXEMPTIONS TOTAL NET VALUE
Real Estate Regular
9024 $
2,341,082,613
$
34,737,246
$
2,306,345,367
Real Estate Elderly Homeowner
249 $
32,922,910
S$
1,126,250
$
31,796,660
Total Real Estate Taxable
9273 $
2,374,005,523
$
35,863,496
$
2,338,142,027
Real Estate Exempt
298
S$
288,668,010
S$
288,668,010
$
-
Real Estate Totals
9571 $
2,662,673,533
$
324,531,506
$
2,338,142,027
Personal
1280
S$
908,098,600
S$
28,783,766
S
879,314,834
Motor Vehicle
19805 $
172,797,105
2,345,950
170,451,15
Total MV & PP
21085 $
1,080,895,705
S$
31,129,716
$
1,049,765,989
2020 Grand List
$170,451,155
@ RealEstate
= PersonalProperty
#® Motor Vehicle
Summary of Change
The 2020 Assessor’s Grand List realized a net increase of $56,216,229 or a net change of 1.69%. 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. Increases in the declared personal property of both Dominion and CL&P - $16.9M and
$9.8M respectively, accounted for the bulk of this year’s net personal property increase. The motor
vehicle list included 682 fewer vehicles this year, primarily as a result of the DMV’s extension on
vehicle registration renewals. Despite the vehicle count decrease the demand for used cards over the
past year has resulted in either value retention or appreciation. Surrounding towns have reported similar
rates of increase.
e
The Grand List 2020 change in each component is the result of:
e
Personal Property- Values increased by 3.60% led by changes made at the Millstone Nuclear
Power Plant as well as personal property additions by CL&P.
e
Real Estate- There was a 0.61% increase resulting from new construction and property
improvements made town-wide.
e
Motor Vehicle — The 2020 Grand List increased by 7.19%.
Component
2019
2020
% Change
Real Estate
S
2,323,381,208
S$
2,337,585,637
0.61%
Personal Property
S
848,563,101
S$
879,136,394
3.60%
Motor Vehicle
S
159,012,648
$
170,451,155
7.19%
ASSESSMENT $ CHANGE
Change Summary
Real Estate
Personal Property
Motor Vehicle
$2,500,000,000
$2,000,000,000
$1,500,000,000
$1,000,000,000
$500,000,000
S-
@2019 & 2020
The Grand List is made up of 3 Stratums; Real Property, Personal Property and Motor Vehicles. The
percentage distribution historically remains consistent. The charts below illustrate our Grand List
Distribution of Grand List
structure overall and compares each sub-category of real estate and its contribution to the total net grand
list.
2020 Grand List
2019 Grand List
Total Real Estate
69.01%
Total Real Estate
69.75%
Personal Property
25.96%
Personal Property
25.48%
Motor Vehicle
5.03%
Motor Vehicle
4.77%
Total
100.00%
Total
100.00%
Net Grand List Comparison 2019 to 2020
Category
2019 Grand List AFTER BAA & COCs 2020 Grand List PRE BAA
2020Grand
List Post BAA $ VARIANCE
% VARIANCE % GRAND LIST
Net Real Estate
Residential $
1,487,296,141 $
1,500,100,920 $
1,499,675,200 $12,379,059
0.83%
AA 28%
Commercial $
821,440,373 $
822,778,423 $
822,647,753 $ 1,207,380
0.15%
24.29%
Industrial $
334,150,890
$
339,794,190 $
339,794,190
$ 5,643,300
1.69%
10.03%
Total Gross Real Estate $
2,642,887,404
$
2,662,673,533 $
2,662,117,143 $19,229,739
0.73%
78.59%
Exemptions §
(349,506,196) $
(324,534,506) $
(324,531,506) $ 5,025,310
157%
Total Net Real Estate $
2,323,381,208
$
2,338,142,027
$
2,337,585,637 $14,204,429
0.61%
69.01%
Personal Property $
875,070,820 $
908,098,600 $
907,920,160 $32,849,340
3.75%
26.80%
Exemptions $
(26,507,719) $
(28,783,766) $
(28,783,766) $ 2,276,047 f
8.59%
al Net Personal Property $
848,563,101
$
879,314,834
§$
879,136,394 $30,573,293
3.60%
25.95%
Motor Vehicles $
161,228,498 $
172,797,105 $
172,797,105 $11,568,607
7.18%
5.10%
Exemptions $
(2,215,850) $
(2,345,950) §
(2,345,950) $ 130100
5.87%
otal Net Motor Vehicles $
159,012,648 $
170,451,155 $
170,451,155 $11,438,507
7,19%
5.03%
Total Net Grand List $
3,330,956,957 $
3,387,908,016 §
3,387,173,186 $56,216,229
1.69%
100.00%
Distribution of GL
5.03% atl
a Real Estate
= Motor Vehicle
= Personal Property
Top Ten Taxpayers Grand List 2020 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
Crystal Mall LLC (Mall Stores)
Centro GA Waterford Commons (Waterford Commons Plaza)
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
251,115,933
128,384,860
71,675,493
30,690,018
29,145,260
13,976,930
12,530,097
12,283,794
11,815,950
11,307,540
rr
UYU
YN
NNN
YY
YD
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
Coca Cola Bott Southeastern NE
WG Crossroads Place LLC
Constitution Eye Surgery Ctr East LC
Sonalysts Inc
681,321,128
98,709,340
13,568,660
12,003,086.
4,890,376
2,410,650
2,398,690
2,196,060
2,006,850
UN
YNnYNnYNYN
YY
VY
COMBINED
Net Assessed Value
Dominion Energy Nuclear Connecticut
Connecticut Light & Power Co. dba Eversource
Crystal Mall LLC (Mall Stores)
Centro GA Waterford Commons (Waterford Commons Plaza)
Mass Municipal Wholesale Electric
Chase Crossroads Waterford Square (Crossroads Plaza)
Charter Oak Federal Credit Union
Sonalysts Inc.
Wal-Mart Real Estate Business Trust
Yankee Gas Services Co.
1,133,197,408
98,709,340
30,690,018
29,145,260
26,098,759
13,976,930
13,547,160
12,606,480
12,283,794
12,003,080
YU
YY
YY
YN
YN
YN
YL
Assessment Administration
The Board of Assessment Appeals conducted hearings via zoom teleconferencing in March over
the course of three sessions. Assessment staff assists the board by performing the following
duties: appellant appointment scheduling; legal ad postings; records and files meeting minutes;
updates assessment changes in the CAMA and QDS systems and mails action notices to all
appellants per state statute.
In total the Board heard 31 appeals and made 21 changes. The Board chose to hear appeals for
commercial and industrial properties with assessed values over $1M and made 0 changes to
properties in this category.
Total BAA 2020 GL reductions by category
# Appeals #Changes #No Changes Total Reductions
Real Estate
16
10
6
-$556,390.00
Personal Property
15
11
4
-$178,440.00
Motor Vehicle
0
)
0
$0.00)
31
21
10
-$734,830.00|
Not Heard
Incomplete/Late Filings
1
Total Not Heard
1
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.
Transfers of real estate title for tax billing and ownership records are processed on an ongoing
basis in the Assessor’s Office. From October 2020 through September 2021 a total of 1177
changes to title were processed.
NumberofDocuments
Ql
a2
3
=Q4
= YTD_
Change orTransfersO
130,
126
140 139
585
The Assessor’s office is required to maintain accurate GIS/tax maps and process updates
accordingly. Working with Tighe & Bond the Assessor’s office initiated a total of 34 map
changes for the 2020 Grand List.
Staff members have processed a total of 1,870 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, 2021 to all owners of income producing
real estate. The deadline to file the 2020 I&E forms was June 1%, 2021. 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 upcoming 2022 town-wide revaluation commenced in March with the mailing and collection
C
of data mailers to all residential property owners. Phase II of the revaluation is currently
underway as data collectors with Vision Government Solutions Inc. began actively measuring
and listing residential properties in October 2021.
The revaluation project will progress with additional residential and commercial property
measure and list field visits in the spring of 2022. Vision Government Solutions Inc. will also be
visiting properties through early fall 2022 to reflect value changes resulting from building
permits issued between 10/1/2021 through 09/30/2022.
Preliminary values resulting from the 2022 revaluation will be established and impact notices
mailed in December 2022 to all property owners. Informal hearings will be held in early January
2023 for all property owners wishing to discuss their newly established valuations. The
revaluation is anticipated to be certified and finalized by January 31%, 2023.
Personal Property:
New business accounts were discovered utilizing advertisements, internet and Connecticut
Secretary of State searches, a physical canvass of the town, and trade name certificates that are
placed on file with the Town Clerk’s office.
An online electronic personal property filing process was instituted again this year for the 2021
Grand List which is currently in process. Cost savings realized by sending out online filing
notices to business personal property owners as opposed to mailing 4-page declarations is
estimated at approximately $500. 25% of all active personal property accounts have been filed
electronically for the 2021 Grand List now in progress.
The electronic filing system has thus far proven to increase processing efficiency within the
Assessor’s office while also providing taxpayers with a user-friendly system and secure access to
individual prior year filings. The Assessor’s office will continue to provide taxpayers with the
option to file online
The following reports were filed with various state departments:
Office of Policy & Management:
Date Filed
M37 — State owned real property
3/9/2021
M37 C& H — Colleges & Hospitals
3/9/2021
M13 & M13A — Taxable & Exempt Property
3/31/2021
M65 — Manufacturing, Machinery & Equipment
4/1/2021
Veteran’s Affairs Report
5/24/2021
DEP-F490 — Annual Report to State Forester
6/5/2021
M42B — Totally Disabled
6/7/2021
M35B — Reimbursement Request - Homeowners Benefit
6/10/2021
MS59A — Additional Veterans Report
7/8/2021
M35P — Reduction to Homeowners’ Reimbursement
9/7/2021
Diane Vitagliano <dvitagliano@eltownhall.com>
Monday, October 05, 2020 1:42 PM
Melinda R. Kronfeld; Assessor; Paige Walton
Invoice from the Day for the Joint ad
0711_001.pdf
Follow Up Flag:
Follow up
Flagged
content. ‘safe. :
SE peontent ip enfe
sy
Gocd Afternoon,
Hope all are well. Attached is the invoice for the Joint Ad. It certainly is nice to be able to split it 4 ways. That if $214.87
each.
~
Thank you
gd
4
-_
~ Diace Vetagliaus
357 SS
fC
Diane Vitagliano, CCMA
Assessor East Lyme
# of! 7. 3 9
860-691-4107
TT
Senter
ACCOUNT NUMBER
CUSTOMER
BILLING PERIOD
0140217
EAST LYME ASSESSORS
09/01/20-09/30/20
s
OMPANY
ee
47 EUGENE O'NEILL DRIVE
CURRENT
OVER 30 DAYS
60 AND OVER
TOTAL DUE
NEW LONDON, CT 06320-1231
$ 857.55
$ 0.00
$ 0.00
$ 857.55
EAST LYME ASSESSORS
CHECK NUMBER
is your digital marketing real
PO BOX 519
working? For a FREE -
NIANTIC, CT 06357
comprehensive digital audit call
Aaron Witko at 860-701-4332
tod: ay!
AMOUNT FAI:
THANK YOU FOR YOUR BUSINESS!
PLEASE RETURN UPPER PORTION WITH YOUR REMITTANCE
$0 00
Previous Balance
09/05/20 prsar Legal Notice Towns of EAST L
$857.55
DAY,DWe
100873237
3 Col X95
Lines
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VENDOR#___|72Y
PO#
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AOCAUINT
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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 - Toli Free
800-542-3354
Classified Fax
860-442-5443
BILLING PERIOD
ACCOUNT NUMBER
CUSTOMER/CLIENT
09/01/20-09/30/20
0140217
EAST LYME ASSESSORS
$ 857.55
$ 0.00
$ 0.00
$ 857.55
PUBLICATION
Payment Terms - Net End of Month A FINANCE CHARGE OF 1.5% PER MONTH ON ACCOUNTS NOT PAI WITHIN THE MONTH FOLLOWING
;
vettneet
ACCOUNT NUMBER
CUSTOMER
BILLING PERIOD
foe"
Stheda y ' om
D93229
WATERFORD - TOWN OF/ ASSESSORS
04/01/20-01/31/20
~~
Client
PAGE NUMBER
DUE DATE
(—_
THEDAY PUBLISHING COMPANY
—
an
47 EUGENE O'NEILL ORIVE
CURRENT
OVER 30 DAYS
60 AND OVER
TOTAL DUE
NEW LONDON, CT 06320-1231
$ 123.90
$ 0.00
$ 0.00
$ 123.90
WATERFORD - TOWN OF/ ASSESSORS
;
digital
marketi
H
CHECK NUMBER
is your
digital
marketing really
15 ROPE FERRY RD
working? Fora FREE
WATERFORD, CT 06385
comprehensive digital audit call
Aaron Witko at 860-701-4332
to day!
AMOUNT PAICO-
THANK YOU FOR YOUR BUSINESS!
PLEASE RETURN UPPER PORTION WITH YOUR REMITTANCE
01/23/20
Previous Balance
853720 LEGAL TOWN OF WATERFC
$0.00
DAY,OWB
(00853720
2 anes
$123.90
APPROVED
VENDOR# {s7
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Day Publishing Company
860-442-2200
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
CUSTOMERI/CLIENT
C
01/01/20-01/3 120
93229
WATERFORD - TOWN OF/ ASSESSORS
CURRENT DUE
OVER 30 DAYS
60 AND OVER
“TOTALDUE.
|
$ 123.90
$ 0.00
$ 0.00
$ 123.90
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
Le
(
From:
Diane Vitagliano <dvitagliano@eltownhall.com>
Sent:
Thursday, August 19, 20217 1:52 PM
To:
Melinda R. Kronfeld; Paige Walton; Debra Yeomans
Subject:
September Joint meeting add
Attachments:
September Legal 2021.docx
Hi All,
Will you please.take a minute when you get a chance to review the joint add. | will send it off to the newspaper fora
quote the end of next week.
Thanks
Diane
Diane Vitagliano, CCMAII
C
Assessor East Lyme
860-691-4107
Legal Notice
Towns of EAST LYME, LYME, OLD LYME AND
WATERFORD, CT
Filing of Tax Lists for 10/1/2021 Grand List
The Towns of EAST LYME, LYME, OLD LYME AND WATERFORD, having separately
complied with Section (B), (D), and (H) of Section 12-41 of the Connecticut General
Statutes, notes that it is not necessary for persons liable for taxes on Real Estate or
Automobiles actively registered with the Connecticut Department of Motor Vehicles, to file
tax lists with the Assessor annually as covered under Connecticut General Statute Section
12-42.
Personal Property:
All owners of tangible personal property except registered Motor Vehicles
are required by Connecticut General Statutes, to file with the Assessor, annually during the
month of October, a listing of such business property. This property includes but is not limited
to the following: Machinery, Equipment, Furniture and Fixtures etc. used in a business.
Failure to file:
Section 12-42 of the Connecticut General Statutes requires the Assessor to file
a listing for those who fail to file or file late and add a 25% penalty to the listing.
Please note the following:
Veterans:
Veterans of any war period so declared in Section 12-81, Subsection 19 of the
Connecticut General Statues, having not previously filed for exemption within their
Town, must
provide an original or certified copy of the Honorable Discharge, or similar, to the Town Clerk
prior to October 1, 2021.
Disabled Veterans:
Veterans claiming disability exemptions for the first time must submit
proof from the Veterans Administration to the Assessor during the Assessment period stating the
percentage of disability in order to receive the proper amount of exemption on the 2021 Grand
List. All others need only file if their percentage of disability changed since 10/1/2020
Disabled Veterans Aged 65 or Older: __ If you are receiving additional exemptions due to a
veteran’s disability, you may be entitled to an additional exemption equivalent at the 100%
disability rating. If you qualify and are not receiving such exemption, provide proof of age to the
Assessor.
Totally Disabled: | Under certain circumstances, residents who are receiving permanent
disability benefits under the Federal Old Age Survivors and Disability Insurance Program or
certain other qualifying programs, may be entitled to receive a $1,000 property exemption upon
submission of qualifying proof of such disability to the Assessor (as per section 12-81 subsection
55, CGS). Claims must be filed during the assessment period.
Blind:
Proof of legal blindness, as defined in Section 12-92 of the Connecticut General
Statutes, if not previously filed and allowed, must be submitted to the Assessor during the
assessment period for consideration on the 10/1/2021 Grand List.
Farmers:
Applications for exemption on farm machinery must be filed with the Assessor
during the month of October, 2021.
Farm, Forest:
Owners of Real Estate qualified under various subsections of 12-107 of the
Connecticut General Statutes, applying for relief under provisions of this statute, must make
application to the Assessor between September 1], 2021 and November 1, 2021 for the 10/1/2021
Grand List. Contact the Assessor’s office for details
Local Option Exemption:
Under EAST LYME, LYME, OLD LYME AND WATERFORD
Town Ordinances, a local exemption is available to owners of certain private vehicles specially
equipped for the transportation of the handicapped. Details are available from the Assessor’s
office.
Local Option Veteran Program:
Under EAST LYME, LYME, OLD LYME AND
WATERFORD Town Ordinances, an additional veterans exemption may be available to
qualifying Veterans. Details are available from the Assessor’s office
For the purpose of fulfilling the above obligations:
East Lyme: The Assessor’s Office is open at the Town Hall, 108 Pennsylvania Avenue, Niantic,
CT from 8:00A.M.to 4:00 P.M. weekdays except legal holidays.
Lyme: The Assessor’s Office is open at the Town Hall, 480 Hamburg Rd, Lyme CT from
9:00A.M.to 12:00P.M. and 12:30 P.M. to 4:00 P.M. Monday, Tuesday, Wednesday and Friday
except legal holidays.
Old Lyme: The Assessor’s Office is open at the Town Hall, 52 Lyme St, Old Lyme CT from
9:00A.M.to 4:00 P.M. weekdays except legal holidays.
Waterford: The Assessor’s Office is open at the Town Hall, 15 Rope Ferry Rd, Waterford CT
from 8:00 A.M. to 4:00 P.M. weekdays except legal holidays.
Dated this August 19, 2021
Diane Vitagliano
Melinda Kronfeld
Debra A. Yeomans
Assessor
Assessor
Assessor
Town of East Lyme, CT
Town of Lyme & Old Lyme Town of Lyme, CT
Paige S. Walton
Assessor
Town of Waterford, CT
STATE OF CONNECTICUT
DEPARTMENT OF MOTOR VEHICLES
60 State Street, Wethersfield, CT 06161
ct.govidmyv (860) 263-5700
ee
QUESTIONS.
PLEASE REMIT THE TOTAL DUE TO:
DEPARTMENT OF MOTOR VEHICLES
3RD FLOOR/FISCAL SERVICES RM 327
60 STATE STREET
WETHERSFIELD, CT 06161
PLEASE CONTACT THE FISCAL OFFICE AT 860-243-5269 WITH ANY
BILL TO
Invoice
Waterford (ASSESSOR)
15 Rope Ferry Rd
DATE
INVOICE #
Waterford, Ct 06385
5/28/2021
3691
DUE DATE
7/30/2021
DESCRIPTION
QTY
AMOUNT
-- PAYMENT DUE UPON RECEIPT --
PERIOD COVERED: 7/01/21 TO 06/30/22
YEARLY BILL FOR ONLINE ACCESS 10 MOTOR \HICLE
INFORMATION. (DMV DIRECT PROGRAM)
250.00
|
* YOU ARE RESPONSIBLE FOR PAYMEXT UNTI. YOU WITHDRAW
FROM THE PROGRAM OR YOU HAVE BEEN NOI. iED OF
TERMINATION BY DMV
APPROVED
!
<orTM
-
ee
DOA re an ion
Please retum one copy of invoice with payment.
Seat Belts Do Save Li
Total
$250.00
Payments/Credits
$0.00
Balance Due
$250.00 |
IT EMBs
An Affirmative Action/Equal Opporturi
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By: Xerox Financial Services LLC | Name and Title:
Date:
2, Definitions. The wards “you” and “your” mean the legal entity identified in “Customer information’ shove, and XFS,” “we,” “ux”, “Owner” snd “our” mean Xerox Financial Services LLC.
*Party” means you or XFS, and jrarties: me:
means both you and XFS. “Supplier” means the entity identified a5 “unpller” shone. “acceptance Date” means the date you irrevocably determite
Equi
ent has been delivered, installed
Operating satisfactorily. “Agreement” mases this n Pat image Agate juding
witl be a cate aft Heese ee Date ab aat (orth in car et eolen, fos facilitating an orderty transition nd to prove a uniioem bling cys.
tytie. “Discount Rate” means 3% per annum.
“Equipment” means the lems identified
in “Equipe ment” above and in any
{defined in section 3
} attachments, accessories,
thereto. “Excess (
i <¢ image charges. “interim Perlod* means
means
the period, Ht any, between
Date. “Interim Payment” means one thirtieth of the Base Payment muttiplied by the number
of days in the Interim Period. “Payment” means
Ree
ee ee ae eat cone anich nay melode on ameurt payable to Supplier under the Maintenance Agreement
to account for the Monthly Image Allowances listed above, the
Excess Charges (unless otherwise agreed bY you. , Sapper and HES), Tact aot oe nari Fee? wees
, Supplier and 5 9agree willbe iewaloed by XFS, "Maintenance Agreement”
means a separate
agreement
n you and Supplies for mssmtenanice nd support p
fea of $125 billed on your first involee, whiel you agree to pay, covering
and ot!
” means the intert Pei
tog
hoe a Term hoy
means the Uniform Comercial Code of the Statefs) where XFS grunt the UES
hth
nd Late
You sgvee and
hat the Equipment was selected. configured ad negated by you based on your gent tnd supe by Supt
a your request, XFS wi acquire same from Supplier to lease to you hereunder and you agree to lease same from XFS, The Initial Term commences
on the Commencement Date. You agree
to Oay XFS the First Payment plus any
ity applicable Interim Payment ne later then 30 devs after the Commencem
erent Date, each subsequent Payment On be payabte oe the same cave ct each
month thereatter Var ape to papa asus die under each invoice vis check,
Ay! mated Clenng Howse deb Bccronc Funds ratte or dest et Wom Ye Gan ascourt by te
due date If any Payment ia cot pakd la full within 35 deys after ies dua date, you wit pey u inte charge of the greater of 10% of the amount due oF $25. net to exceed the maximum
emount
parmittes
by law. For each dishonored or returned Payment, you will be aisessed the applicable
fee, not to exceed 5.35,
oe roatiod of
wil de Ineffective
B Equipment end Saftwere, To the extent that the
i
indudes
property or
services such
as sotware Becroes, 2uch incangible property shall be referred to as
“Software.”
You acknowledge
and agree that XFS |s notilve Boerwor of euch Software, ang therefore bas rig ht, Utle te
lll
comply
throughout
the Term with any license
and/or other agreement |'Software License”) with the supptier of the Software ("Software Supplier}. You are responsible far p hitrd pod with the SuPer nen any Software Licenses
are required,
and entering Into them with the Sottware Suppliers} ng later than 30 days after the Acceptance Date. YOU AGAEE THE EQUIPMENT
6 FOR YOUR LAWFUL BUSINESS USE IN
THE UNITED: SUATES, WILL NOT BE USED FOR PERSOPIAL, HOSe Ty PURROLES, AD 1S NUT Eiind ACQUIRED TOR RESALE, You wk nox attach the Equipment 3 a feture ta
cenl estate or make any permanent atterstions to it.
4. NOR CaROE le rae oe
eA ee
ee ee eae eee ee oan
a aii G& RECOUPLENT FORA |. YOUR OBLIGATION
TO MAKE ALL PAYMENTS
1S ABSOLUTE AND UNCONDITIONAL
ANO NOT SUBJECT FO OFLAY, RED
BEDUHN, SET OFF DEFENSE, COUNTERCLAIM
OR RECOUPMENT FOR ANY REASON WHATSOEVER, |
oF
THE PERFORSAANCE
OF THE EQUIPMENT, SUPPLIER,
ANY THIRD PARTY, OIE:
ured cmb you guint iPS oops Orech of our obligations hereunder shall be asserted solely
eects ccton: provides however, , that your obligations he
hereunder shall continue un
5. End
of Agreement Options.
nat in Gefauit
and if you provide
ter than 150 dart and no ess than 60 days’ prior writen notice to 1F5,.
Tuy, ot the end! of the Initia Term
Perea ere ere eae of the Equipment by paying its Jair market value, as determined
ned by XFS its sole
but reasonable disc
i Cetermined FMV"),
plus Taxes, or {bi retum the Equipment within 30 days
of the End Date, at your expense, tully Insured, t0 a continental
US location XFS shall specify. vec connat renin
Equigment more than 30 days prior to the End Date without our r consent. Hw
we
a consent, we
wemey charge you, in addition to ai undiscounted amounts due heveunder,
an earty termination fee.
W you have not elected one of the above options, ths Agreem:
for sucetasive 3-month terms. Either party may terminate the Agreement #3 af the end of way S-month fenewe!
term on 36 days’ cap ican eter ot eretnae os Ora amen geen
urchase options ‘shall be exersised with respect to each
item af Equipment on the day
ig the date of
‘such itens, and by the delivery at such time by you to XFS of payne form acceptable
te XFS, of
the amaunt of the applicable
purch
fice. Upon
of the
amount,
XFS shal! transfer out interest In the Equipment
to you on an “AS
1S, WHERE IS,” “WITH
ALL FAULTS”
basis, without ceprerentation oe warranty of any kind.
§. Eaulpment Return. If the Equipment s retumed to XFS,
sha be [a the same cont eR
2 when delivered to you. except lor “ordinary wear and tear” ang, Hot In such condition, you wiwil
be Vable for atl expenses XFS incurt ta return the Equipment to
ndition. (TiS
‘YOUR RESPONSIBILITY TO SECURE ANY SENSITIVE DATA AND PERMANENTLY DELETE SUCH DATA.
FROM THE INTERNAL MEDIA STORAGE PRIOR TO RETURNING THE EQUIPMENT TO XFS. YOU SHALS HOLD XFS HARMLESS FROM VOUR FAILURE TO SECURE AND PERMANENTLY DELETE
CUSTOMER DATA AS OUTUNED tt THIS
SECTION.
7. Equipment Delivery ond Maintenance, You should arrange with Supplier
to have the
Equi
IN
to you at the
Specitied herein, and you agree ta exearte
3 Delery &
‘Acceptance Certificate at KFS's request jand confirm same via
lephane
and/or
when vou have recelved, lnipecteg ana brevocaby accepted th 1 Equipment, and
authorize XFS
to tund Suppiler
for the Equipment.
ff you fatto accept the Equioment, you sha¥ no longer have Soy
tions hereunder; however,
for any Equipment
chase order cr other contract issued ott your behal direct we
quipment
may not be moved
to snether Plessical loca
Jocation without KFS ! Srior written conser
congent, which shat not
be unreasonably withheld or delayed, You agree
the Eaulpmert out of tence during the Term. You shal permit. xf: S or its agent to inspect Equipment and asry
nce evden te ua for forma bans hur upon essai notce. You
entered into a
tg mzintain the Equipment
In eaod warg ord
with the
i neg and to provide you with Eauipmant supplies. ¥ ous acknowledge
thet XFS is acting solely os on
"e, Sapliar with respect ‘to the bling and collecting of the charges under any Mulntonenct Agreornart. XF5 \S NOT UABLE FOR ANY BREACH BY SUPPLIER OF ANY OF ITS
OBUCATIONS TO-YOU, NOR WILL ANY OF YOUR OBUGATIONS HEREUNOER BE MODIFIED, RELEASEDOR EXCUSED BY ANY ALLEGEO BREACH SY SUPPLIER,
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ORDERPACKETID
9052
s
poceeereetl
MAINTENANCE AGREEMENT
Gary DelCoile
~BILLING INFORMATION-
-SHIPPING INFORMATION~
CONTACT NAME: RawleDummett
_
CONTACT NAME. Rawle Dummert
COMPANY NAME: Town Of Waterford
COMPANY NAME: Town Of Waterford
ADDRESS:
15 Rope Ferry Road
ADDRESS: 15 Rope Ferry Road
CITY: WATERFORD
STATE: CY 21P: 06385
CITY: WATERFORD
STATE CT ZIP. 06385
EMAIL: rdummert@waterfordct.org
EMAIL: rdummett@waterfardct.org
«METER INFORMATION-
~IT INFORMATION-
METER CONTACT: Rawle Dummert
IT CONTACT:
METER EMAIL rdummett@waterfordc.org
ITPHONE.
METER PHONE. 860/440: 0540
17 EMAIL.
—_
EQUIPMENT
MOREL
SERIAL
Xerox
thn
wane Supply
BASE CHARGE. «sre teate
BsW COPIES INCLUDED:
1,006
S/W PRINTS INCLUDED:
BASE BILLED BY: cit
nt
COLOR COPIES INCLUDED:
G
COLOR PRINTS INCLUOED:
A
.
sam
PER COPY/RATES
OVERAGES Sit LED’
%
TOG
06
BILLED BY:
ces
ASQM*
BLAGK
COLOR
BLACK
COLOR
ADSITIONAL NOTES”
COMES
PRINTS
COPY MINIMUM REQUIRED ON ALL 45 PMM MODELS AND LOWER
*& PRINT} COPY 05 DEFINEO AS STANDARD 8S"
15"
CONTRACT DATE.
TO.
FOR THE FIXED CHARGES THAT ARE SURIECT TO THE TERMS SET FORTH IN THIS AGREEMENT, CONNECTICUT BUSINESS SYSTEMS’ FIELD SERVICE DEPARTMENT WILL
PROVIDE TECHNICAL REPAIR SERVICE IN ORDER TO MAINTAIN THE ABOVE “EQUIPMENT” IN PROPER OPERATING CONDITION
MAINTENANCE AND SUPPLY AGREEMENT COVERS CONSUMASLE ITEMS: BLACK AND COLOR TONER, WASTE TONER, DEVELOPER AND FUSER OIL. THIS EXCLUDES