Board of Finance - Minutes - 10/08/2025

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Board of EtancéS
PHONE: 860-442-0553
www.waterfordet.org
Wednesday, October 8, 2025
Regular MBetnegeinut Town Hall Auditorium 7:00 p.m.
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Present: Glenn Patterson, Robert Tuneski, Michael Rocchetti, Bill Sheehan, Joseph Filippetti, Ron
Fedor, Josh Kelly
Elected: Abbas Danesh, Treasurer
Staff:
3.
5.
Kim Allen, Director of Finance; Paige Walton, Assessor; Rebecca Hall, Administrative
Assistant Finance Office/BOF Recording Secretary
Establishment of a quorum and call to order
A quorum was established and the Regular Meeting of the Board of Finance was called to order
at 7:00p.m. October 8, 2025.
Public Comment: none
Approval and acceptance of BOF Special Meeting minutes:
Motion by Bill Sheehan and seconded by Ron Fedor to approve the minutes of the July 22, 2025,
BOF Special Meeting as presented.
Vote: 6-0-1
Motion: Passed
Approval and acceptance of Joint BOF/BOS Special Meeting minutes:
Motion by Bill Sheehan and seconded by Robert Tuneski to approve the minutes of the July 22,
2025 BOF/BOS Joint Special Meeting as presented.
Vote: 6-0-1 Abstain: Michael Rocchetti Motion: Passed
Approval and acceptance of September 10, 2025 Regular Meeting minutes:
Motion by Bill Sheehan and seconded by Josh Kelly to approve the minutes of the September
10, 2025 Regular Meeting as presented.
Vote: 7-0-0 Motion: Passed

Board of Finance Minutes, 10/8/2025
Page 2
6.
To consider and act on a request by Paige Walton, Assessor, for an appropriation in the amount
of $210,000 from designated line# 20501-57369 (CNR Revaluation) for property revaluation
project to Vision Government Solutions Inc. and forward to the RTM if required.
Motion by Ron Fedor and seconded by Josh Kelly to move $210,000 from designated line#t
20501-57369 (CNR Revaluation) for property revaluation project to Vision Government
Solutions Inc. to appropriated, and forward to the RTM as required,
Vote: 7-0-0 Motion: Passed
To consider and act on a request by Chris Haley, Director of Fire Services, for an appropriation in
the amount of $49,102 from designated line #20523-57777 (Fire Service-SCBA Upgrade Prog)
for the SCBA Upgrade Program and forward to the RTM if required.
Motion by Josh Kelly and seconded by Joseph Filippetti to move $49,102 from designated linett
20523-57777 (Fire Service-SCBA Upgrade Prog) for the SCBA Upgade Program to
appropriated, and forward to the RTM as required.
Vote: 7-0-0 Motion: Passed
Review and possible action on the FY27 Budget Guidelines.
Motion by Bill Sheehan and seconded by Robert Tuneski to approve the FY27 Budget
Guidelines as presented by the Finance Director, Kimberly Allen.
Chairman, Glenn Patterson, asked the director to point out specific changes made to the FY27 Budget
Guidelines. The director responded that specific changes would be regarding the new request for more
budget details from the Board of Education (BOE) on page 5. The new request would be for the BOE to
provide the same financial documentation (Education Financial System, EFS, Report) as is required of
them to submit to the State of Connecticut in order to be transparent to the Town and taxpayers with
their budgeted money.
Michael Rocchetti added an observation that with the BOE being greater than 50% of the Town’s
budget, there is no clear picture of what is done with the allotted money and that is very concerning to
him. Mrs. Allen added that the EFS Report provides much more detail of costs and expenditures.
Vote: 7-0-0 Motion: Passed
Review and possible action on the proposed Board of Finance Regular Meeting and Budget Hearing
schedules.
Motion by Bill Sheehan and seconded by Josh Kelly to approve the schedules as presented with the
following corrections:
1. Regular Meeting scheduled February 12, 2026 CHANGE to February 11, 2026.
2, Regular Meeting scheduled November 11, 2026 CHANGE to November 18, 2026.
3. Add the approved budget submission date at the bottom of the Budget Hearing Schedule to
read “December 19, 2025”,
Vote: 7-0-0 Motion: Passed

Board of Finance Minutes, 10/8/2025
Page 3
10.
11.
12,
13.
14,
Old Business: none
New Business: none
Liaison Reports: Ron Fedor asked Glenn Patterson about the Long Range Fiscal Planning
Meeting. Chairman Patterson responded that the next meeting will be held in the 4" Quarter,
likely December.
Correspondence: No comments
As a side note, the Chairman personally thanked the current Board of Finance members for
their time and fruitful discussions over the past year. Joseph Filippetti added a full agreement
to his statement. Bill Sheehan also thanked the members who are up for election as some will
remain and some may leave. He believes that the Board has been a good team across both
Parties. Bob Tuneski said that he felt this Board was a very collegial bunch with the best
intentions of the Town at heart. He also wanted to publicly acknowledge Michael Rocchetti for
his contributions to the Oswegatchie Building Committee as he accidentally forgot to mention
his name at the RTM Meeting on October 6, 2025.
Chairman Patterson thanked the Director of Finance, Kimberly Allen, and her department who
always assist with the Board’s needs. In closing and in jest, Chairman Patterson pointed out
that the Town Treasurer, Abbas Danesh, wins the “Most Meetings Attended” award as well as
thanking him for his assistance to the Board of Finance.
Adjournment
Motion by Bill Sheehan and seconded by Michael Rocchetti to adjourn the Regular Meeting of
the Board of Finance at 7:24pm.
Vote: 7-0-0 Motion: Passed
Respectfully submitted,
ill) W. Sheehan, febecca L. Hall,
Clerk of the Board of Finance Recording Secretary
Attachments: Board of Finance 2026 Regular Meeting Schedule
Board of Finance Fiscal Year 2026/2027 Budget Hearing Schedule

BOARD OF FINANCE
BUDGET HEARING SCHEDULE
FISCAL YEAR 2026/2027
Monday, March 2, 2026 -Library oat
Police Department ED FOR
Emergency Management RECENERFORD.CT
Fire Services .
Board of Finance mms och 15 P EM2
Contingency
Wednesday, March 4, 2026...
thics Commission
Conservation of Health
Public Health & Nursing
Miscellaneous Social Grants
‘Youth Services
Senior Citizens
Recreation and Parks
Monday, March 9, 2026... ..Beonomic Development
Conservation Commission
Planning and Zoning
Zoning Board of Appeals
Building Department
Flood and Erosion Control
Review Projected Revenue
Finance Department
Wednesday, March 11, 2026.
Wednesday, March 11, 2026.
Regular Meeting
‘Human Resources
Retirement
Insurance
Legal
Information Technology
Monday, March 16, 2026 ... Registrar of Voters
Assessor
Board of Assessment Appeals
Tax Collector
Town Clerk
Representative Town Meeting
Board of Selectmen
Wednesday, March 18, 2026. - Building Maintenance
Public Works
Capital Improvements
Debt Service
‘Transfers to Capital and Non-Recurring
. Board of Education
‘Monday, March 23, 2026...
Wednesday, March 25, 2026... .. Board of Finance Public Hearing on Budget Followed by
Special Meeting for Final Budgetary Action
RTM Annual Budget Meeting
(anticipated to be conducted May 4* through May 8%)
Monday, May 4, 2026...
All Board of Finance Meetings will be held at the Waterford Town Hall at 7:00 p.m. and end at 10:30 p.m,
unless otherwise noted. All budgets are due in the Finance Office on December 19,2025 WITH NO
EXCEPTIONS.
‘S:Finance: Board of Finance-grm/Meeting Schedule/Budget Hearing Schedule

BOARD OF FINANCE
MEETING SCHEDULE
IVED FOR RECORD
CALENDAR YEAR 2026 REE MER ORD ET
ALL MEETINGS WILL BE HELD AT 7:00 P.M. UNLESS OTHERWISHNoKED? | 42
January 14, 2026 Regular Meeting 5 1.9 ffir
February 11, 2026 Regular Meeting ERK
March 2, 2026 Budget Hearing
March 4, 2026 Budget Hearing
March 9, 2026 Budget Hearing
March 11, 2026 Regular Monthly Meeting
(Followed by Budget Hearing)
Mareh 11, 2026 Budget Hearing
March 16, 2026 Budget Hearing
March 18, 2026 Budget Hearing
March 23, 2026 Budget Hearing
March 25, 2026 Public Hearing on the budget
followed by Special Meeting for
Final Budgetary Action
April 8, 2026 Regular Meeting
May 4, 2026 RTM Annual Budget Meeting
{anticipated to be conducted
May 4® through 11)
May 27, 2026 Regular Meeting (Fourth
Wednesday)
June 10, 2026 Regular Meeting
July 15, 2026 Regular Meeting (Third
Wednesday)
August 12, 2026 Regular Meeting
September 9, 2026 Regular Meeting
October 14, 2026 Regular Meeting
November 18, 2026 Regular Meeting
December 9, 2026 Regular Meeting
$:Finance:Board of Finance/Meeting Schedule/BOF Meeting Schedule 2026