12-10-2025 BOF Regular Meeting Agenda & Backup Documents REVISED

Contributed Gifts Fund
October 31, 2025
R&P 
R&P 
R&P
R&P
R&P
 MEMORIAL
FRANCES X.
CIVIC
DEIDRICK
HELMET
R&P
TREES &
 SWEENEY
R&P
R&P
TRIANGLE
R&P
FIELD PRESS 
R&P
RODEO
GENERAL 
BENCHES
 MEMORIAL
DOG PARK
PLAYGROUND
MEMORIAL
TOY BOX
BOX
CEMETERY
FISCAL YEAR 2026
DONATIONS DONATIONS DONATIONS DONATIONS DONATIONS
DONATIONS
DONATIONS DONATIONS
DONATIONS
DONATIONS
REVENUES
REC & PARKS MEMORIAL TREES & BENCHES 
DONATIONS
$20,785.00
POLICE DEPT. GENERAL DONATIONS
TOTAL REVENUES
$0.00
$0.00
$20,785.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
EXPENDITURES
07/26/2025 U.S. BANK
07/26/2025 U.S. BANK
07/26/2025 U.S. BANK
08/25/2025 U.S. BANK
08/29/25 ADP IMPORT
08/15/25 MARK KOSMAN DESIGN
09/25/2025 U.S. BANK
09/26/25 COMPETITIVE SERVICE
09/26/25 COMPETITIVE SERVICE
09/26/25 BARCO
$675.60
09/26/25 BARCO PO 260247
$819.00
10/24/25 SAVTREE LLC
$307.35
10/24/25 SAVTREE LLC
$790.18
10/24/25 WHALING CITY GRAPHIC
10/27/2025 U.S. BANK
10/29/25 M.E. O'BRIEN
$31,380.00
TOTAL EXPENDITURES
$0.00
$0.00
$2,592.13
$0.00
$0.00
$31,380.00
$0.00
$0.00
$0.00
$0.00
NET CURRENT YEAR ACTIVITY
$0.00
$0.00
$18,192.87
$0.00
$0.00
($31,380.00)
$0.00
$0.00
$0.00
$0.00
PRIOR YEAR BALANCE
$594.72
$129.60
($73.61)
$65.00
$987.97
$71,486.32
$1,140.00
$220.00
$2,910.00
$100.00
CURRENT YEAR BALANCE
$594.72
$129.60
$18,119.26
$65.00
$987.97
$40,106.32
$1,140.00
$220.00
$2,910.00
$100.00
Page 1 of 2

Contributed Gifts Fund
October 31, 2025
FISCAL YEAR 2026
REVENUES
REC & PARKS MEMORIAL TREES & BENCHES 
DONATIONS
POLICE DEPT. GENERAL DONATIONS
TOTAL REVENUES
EXPENDITURES
07/26/2025 U.S. BANK
07/26/2025 U.S. BANK
07/26/2025 U.S. BANK
08/25/2025 U.S. BANK
08/29/25 ADP IMPORT
08/15/25 MARK KOSMAN DESIGN
09/25/2025 U.S. BANK
09/26/25 COMPETITIVE SERVICE
09/26/25 COMPETITIVE SERVICE
09/26/25 BARCO
09/26/25 BARCO PO 260247
10/24/25 SAVTREE LLC
10/24/25 SAVTREE LLC
10/24/25 WHALING CITY GRAPHIC
10/27/2025 U.S. BANK
10/29/25 M.E. O'BRIEN
TOTAL EXPENDITURES
NET CURRENT YEAR ACTIVITY
PRIOR YEAR BALANCE
CURRENT YEAR BALANCE
FINANCE
POLICE
POLICE
POLICE
POLICE
POLICE
R&P
DEPT.
DEPT.
DEPT.
DEPT.
PUBLIC 
GOLF CART
AUDITORIUM
AUSTISM
VEHICLE
K-9
GENERAL 
SAFETY
DONATIONS
A/V UPGRADE TRAINING  CHALLENGE  PROGRAM DONATIONS
 DOCK
TOTAL
$250.00
$0.00
$0.00
$0.00
$0.00
$0.00
$250.00
$0.00
$21,035.00
$151.00
$37.99
$296.90
$15.98
$100.00
$140.00
$1,743.48
$883.02
$883.02
$196.24
$685.97
$0.00
$151.00
$0.00
$0.00
$177.99
$4,804.61
$0.00
$39,105.73
$0.00
($151.00)
$0.00
$0.00
($177.99)
($4,554.61)
$0.00
($18,070.73)
$2,440.00
$151.00
$1,700.00
$780.11
$9,427.35
$13,700.20
$7.04
$105,765.70
$2,440.00
$0.00
$1,700.00
$780.11
$9,249.36
$9,145.59
$7.04
$87,694.97
Page 2 of 2

GENERAL FUND
STATEMENT OF EXPENDITURES COMPARED TO BUDGET
FOR FISCAL YEAR 2025-2025, THROUGH OCTOBER 31, 2025
WITH COMPARATIVE ACTUAL AMOUNTS
FOR FISCAL YEAR 2024-2025, THROUGH  OCTOBER 31, 2024
FISCAL YEAR 2026
FISCAL YEAR 2026
VARIANCE
FISCAL YEAR
FISCAL YEAR 2026
FISCAL YEAR 2026
PERCENT
FAVORABLE
2024-2025
APPROPRIATED
ACTUAL
EXPENDED
(UNFAVORABLE)
ACTUAL
GENERAL GOVERNMENT
Board of Selectmen
206,402
$65,302
31.64%
141,100
$60,750
Registrar of Voters
121,255
$35,899
29.61%
85,356
$39,336
Board of Finance
83,608
$80,243
95.98%
3,365
$77,288
Assessor
319,641
$118,806
37.17%
200,835
$111,944
Board of Assessment Appeals
1,829
$227
12.41%
1,602
$270
Tax Collector
227,817
$97,146
42.64%
130,671
$90,124
Finance Department
784,326
$391,878
49.96%
392,448
$317,974
Legal Department
295,000
$287,753
97.54%
7,247
$256,717
Town Clerk
272,301
$103,329
37.95%
168,972
$97,730
Planning and Zoning
695,016
$206,976
29.78%
488,040
$219,826
Building Maintenance
1,020,000
$510,276
50.03%
509,724
$538,112
Insurance
5,604,561
$2,865,212
51.12%
2,739,349
$1,801,728
Economic Development Commission
25,352
$9,462
37.32%
15,890
$9,591
Conservation Commission
18,250
$10,305
56.47%
7,945
$1,805
Zoning Board of Appeals
4,310
2,960
68.68%
1,350
2,983
Retirement Commission
7,200,257
$3,132,361
43.50%
4,067,896
$3,740,598
R.T.M.
17,403
$15,121
86.88%
2,283
$14,036
Building Department
321,515
$86,085
26.77%
235,430
$93,621
Youth Service Bureau
307,435
$79,406
25.83%
228,029
$105,124
Social Service Grants/Miscellaneous
101,481
$100,831
99.36%
650
$93,090
Contingency Fund
257,887
0
0.00%
257,887
0
Emergency Management
1,230,035
$369,186
30.01%
860,849
$336,473
Fire Services
3,958,130
$1,866,271
47.15%
2,091,859
$1,757,507
Police Department
7,122,210
$2,180,734
30.62%
4,941,476
$2,159,548
Public Works Department
5,154,902
$2,749,127
53.33%
2,405,776
$2,547,759
Conservation of Health
155,063
155,063
100.00%
0
148,407
Public Health Nursing
21,600
21,600
100.00%
0
52,594
Senior Citizens Commission
523,586
176,607
33.73%
346,980
156,945
Waterford Public Library
1,012,780
$321,507
31.75%
691,273
$319,322
Recreation and Parks
1,535,328
$634,579
41.33%
900,749
$691,978
Flood and Erosion Control Bd.
1,109
101
9.07%
1,008
0
Ethics Commission
900
285
31.68%
615
303
Page 1 of 2

GENERAL FUND
STATEMENT OF EXPENDITURES COMPARED TO BUDGET
FOR FISCAL YEAR 2025-2025, THROUGH OCTOBER 31, 2025
WITH COMPARATIVE ACTUAL AMOUNTS
FOR FISCAL YEAR 2024-2025, THROUGH  OCTOBER 31, 2024
FISCAL YEAR 2026
FISCAL YEAR 2026
VARIANCE
FISCAL YEAR
FISCAL YEAR 2026
FISCAL YEAR 2026
PERCENT
FAVORABLE
2024-2025
APPROPRIATED
ACTUAL
EXPENDED
(UNFAVORABLE)
ACTUAL
Human Resources
244,204
$119,734
49.03%
124,470
$139,513
Information Technology
1,214,796
$913,839
75.23%
300,958
$807,292
Transfer to Waterford Special Activity Fund
0
$0
0.00%
0
$4,750
Transfer to Waterford Shellfish Fund
2,029
$2,029
100.00%
0
$1,290
Transfer to Capital Improvement Fund
1,101,089
$1,101,089
100.00%
0
$1,430,335
Transfer to Capital & Non-Recurring Fund
2,344,764
$2,344,764
100.00%
0
$3,350,899
Transfer to Dog Fund
100,000
$100,000
100.00%
0
$100,000
Debt Service
7,964,500
$7,354,264
92.34%
610,237
$7,400,482
Total General Government
$51,572,671
$28,610,354
55.48%
$22,962,317
$29,078,044
Board of Education
59,828,308
$16,960,156
28.35%
42,868,152
$12,672,356
Total General Fund
$111,400,979
$45,570,511
40.91%
$65,830,468
$41,750,400
Page 2 of 2

TOWN OF WATERFORD
STATEMENT OF REVENUES COMPARED TO ANTICIPATED
FOR FISCAL YEAR 2025-2025, THROUGH OCTOBER 31, 2025
WITH COMPARATIVE ACTUAL AMOUNTS
FOR FISCAL YEAR 2024-2025, THROUGH  OCTOBER 31, 2024
 
FAVORABLE
FISCAL
(UNFAVORABLE)
FISCAL
FISCAL
YEAR
FISCAL
FISCAL
YEAR
YEAR
2025-2026
YEAR
YEAR
2025-2026
2025-2026
PERCENT 2025-2026
2024-2025
BUDGET
ACTUAL
RECEIVED VARIANCE
ACTUAL
STATE OF CONNECTICUT
EDUCATION
EQUALIZED COST SHARING
$326,617
$81,611
24.99%
(245,006)
$81,611
HEALTH & WELFARE
$6,359
$0
0.00%
(6,359)
$0
SUB TOTAL
332,976
81,611
24.51%
(251,365)
81,611
GENERAL GOVERNMENT
PILOT-DISABLED
1,200
0
0.00%
(1,200)
$0
TIERED PILOT 
367,422
368,508
100.30%
1,086
$349,298
TAX RELIEF-VETERANS
5,000
0
0.00%
(5,000)
$0
COURT FINES
0
0
#DIV/0!
0
$10,245
CIVIL PREPAREDNESS
35,444
9,777
27.58%
(25,668)
$35,444
TELECOMMUNICATIONS PROPERTY TAX
58,071
0
0.00%
(58,071)
$0
TOWN AID ROADS-IMPROVED
321,360
215,440
67.04%
(105,920)
$160,680
LOCAL CAPITAL IMPROVEMENT (LOCIP)
177,241
0
0.00%
(177,241)
$0
SDE STATE GRANT
14,103
7,052
50.00%
(7,052)
$7,051
ENHANCEMENT 911
23,000
11,284
49.06%
(11,716)
$11,297
MUNICIPAL REVENUE SHARE GRANT
315,978
2,008
0.64%
(313,970)
$0
GRANTS FOR MUNICIPAL PROJECTS
34,255
0
0.00%
(34,255)
$0
TOTAL GENERAL GOVERNMENT
1,353,074
614,068
45.38%
(739,006)
574,015
TOTAL STATE OF CONNECTICUT
1,686,050
695,679
41.26%
(990,371)
655,626
OTHER SOURCES
EDUCATION
TUITION
57,585
35,302
61.30%
(22,283)
52,420
RENT & MISCELLANEOUS
1,500
1,000
66.67%
(500)
1,000
SUB TOTAL
59,085
36,302
61.44%
(22,783)
53,420
GENERAL GOVERNMENT
INTEREST & LIENS
413,060
105,488
25.54%
(307,572)
121,910
INTEREST ON INVESTMENTS
2,000,000
868,218
43.41%
(1,131,782)
1,071,184
RECREATION & PARKS
150,000
150,564
100.38%
564
90,619
FIRE SERVICES INSPECTIONS & PLAN FEES
8,875
1,275
14.37%
(7,600)
9,045
BUILDING INSPECTOR
589,155
165,432
28.08%
(423,723)
493,334
LICENSE, FEE, PERMIT, FINE
73,566
8,034
10.92%
(65,532)
6,770
LIBRARY
1,598
476
29.77%
(1,122)
550

TOWN OF WATERFORD
STATEMENT OF REVENUES COMPARED TO ANTICIPATED
FOR FISCAL YEAR 2025-2025, THROUGH OCTOBER 31, 2025
WITH COMPARATIVE ACTUAL AMOUNTS
FOR FISCAL YEAR 2024-2025, THROUGH  OCTOBER 31, 2024
 
FAVORABLE
FISCAL
(UNFAVORABLE)
FISCAL
FISCAL
YEAR
FISCAL
FISCAL
YEAR
YEAR
2025-2026
YEAR
YEAR
2025-2026
2025-2026
PERCENT 2025-2026
2024-2025
BUDGET
ACTUAL
RECEIVED VARIANCE
ACTUAL
SALE OF EQUIPMENT
1,000
72
7.19%
(928)
0
SCRRRA REBATE
1,500
0
0.00%
(1,500)
0
NL RADIO COMM. NETWORK USE FEE
85,000
0
0.00%
(85,000)
0
BULKY WASTE FEES
112,000
48,478
43.28%
(63,522)
47,007
MISCELLANEOUS
26,572
26,434
99.48%
(138)
35,894
CONVEYANCE TAX
225,000
244,485
108.66%
19,485
155,256
EMS-REG COMM CTR FEES
6,000
1,500
25.00%
(4,500)
0
PLANNING& ZONING, ZBA, CONSRV COMM
55,121
9,931
18.02%
(45,190)
29,030
TOWN CLERK FEES
175,000
62,303
35.60%
(112,698)
55,844
LIENS -COLLECTED BY UTILITY COMMISSION
0
0
#DIV/0!
0
0
TIPPING FEES
275,000
39,286
14.29%
(235,714)
30,427
RECYCLING
50,000
11,293
22.59%
(38,707)
24,040
COST SHARING PRR
0
0
#DIV/0!
0
0
TRANSFERS FROM OTHER FUNDS
0.00
0
0.00%
0
6,736
TRANSFERS IN-PY ENCUMBRANCES
0
0
0.00%
0
0
EUGENE O'NEILL GATE/LEASE REVENUE
22,000
0
0.00%
(22,000)
22,942
AMBULANCE OPERATING SUBSIDY
0
0
0.00%
0
0
YSB BOE CLERICAL STIPEND
5,000
0
0.00%
(5,000)
5,000
RENTAL OF BUILDINGS
50,000
25,317
50.63%
(24,683)
24,947
SENIOR SERVICES
15,552
1,661
10.68%
(13,891)
11,670
VERSA KART/BLUE BOXES
8,000
2,130
26.63%
(5,870)
2,600
BOE SCHOOL RESOURCE OFFICERS
90,000
0
0.00%
(90,000)
0
PUBLIC WORKS BOE CUSTODIAL SUBSIDY
78,357
78,357
100.00%
0
75,927
SUB TOTAL
4,517,356
1,850,734
40.97%
(2,666,622)
2,320,732
TOTAL OTHER SOURCES
4,576,441
1,887,036
41.23%
(2,689,405)
2,374,152
PROPERTY TAXATION
CURRENT PROPERTY TAX
103,023,460
77,473,299
75.20%
(25,550,161)
73,730,006
PRIOR YEAR TAXES
543,528
188,999
34.77%
(354,529)
(893,691)
TOTAL PROPERTY TAXATION
103,566,988
77,662,298
74.99%
(25,904,690)
72,836,315
TOTAL REVENUES
109,829,479
80,245,013
73.06%
(29,584,466)
75,866,093

TOWN OF WATERFORD
CAPITAL PROJECTS FUNDS
OCTOBER 31, 2025
 
REMAINING
BALANCE
FUND 
DESCRIPTION
APPROPRIATION
EXPENDED
BALANCE
PCT EXP
RETURNED
424 DISTRICT MAGNET SCHOOL/EARLY CHLDHD LRN CT
21,248,892.00
21,248,807.19
84.81
100.00%
432 WATERFORD HIGH SCHOOL BUILDING PROJECT
68,362,787.00
67,786,416.66
576,370.34
99.16%
TOTALS
89,611,679.00
89,035,223.85
576,455.15
99.36%
0.00
PRIOR YEAR EXPENDITURES
89,035,223.85
CURRENT YEAR EXPENDITURES
0.00
 

TOWN OF WATERFORD
STATEMENT OF REVENUES, EXPENDITURES,
AND CHANGES IN FUND BALANCE
FLEET MANAGEMENT FUND
AS OF OCTOBER 31, 2025
  
Revenues:
   Investment Income
48,544
   Vehicle Rentals
7,500
   Sale of Vehicles
13,669
Total Revenues
69,713
Expenditures:
   Equipment Replacement
184,018
   Vehicle Replacement
1,147,015
Total Expenditures
1,331,033
Excess (Deficiency) of Revenues Over Expenditures
(1,261,320)
Other Financing Sources (Uses):
   Transfers from other funds
1,000,000
Total Other Financing Sources (Uses)
1,000,000
Net Change in Fund Balances
(261,320)
Fund Balances - Beginning
2,649,340
Fund Balances - Ending
2,388,020

TOWN OF WATERFORD
CAPITAL IMPROVEMENT FUND
OCTOBER 31,  2025
EXPENDED/
PERCENT
TRANSFERS
ACCOUNT 
DEPT/YEAR
DESCRIPTION
APPROPRIATED
ENCUMBERED
BALANCE
EXPENDED
OUT
30126-55738
BOS FY26
FLEET MANAGEMENT PLAN
1,000,000.00
1,000,000.00
0.00
100.0%
1,000,000.00
TO FLEET MANAGEMENT FUND
31117-55803
BLDG MAINT FY17
PARKING LOT -YOUTH SERVICES
300,000.00
85,000.00
215,000.00
28.3%
31118-55803
BLDG MAINT FY18
PARKING LOT -YSB/POLICE 
195,320.00
57,000.00
138,320.00
29.2%
31120-55851
BLDG MAINT FY20
ADA IMPROVEMENTS YSB/PD
87,000.00
38,364.40
48,635.60
44.1%
31120-55852
BLDG MAINT FY20
TOWN HALL BATHROOMS
87,500.00
87,500.00
0.00
100.0%
31121-55851
BLDG MAINT FY21
ADA IMPROVEMENTS YSB/PD
80,700.00
4,639.00
76,061.00
5.7%
31122-55819
BLDG MAINT FY22
UST REPLACEMENT               
250,000.00
242,721.32
7,278.68
97.1%
31123-55904
BLDG MAINT FY23
UST REPLACEMENT EUGENE O'NEILL
260,000.00
112,264.95
147,735.05
43.2%
31123-55905
BLDG MAINT FY23
UST REPLACEMENT LIBRARY&PUBLIC SAFETY
420,000.00
411,130.95
8,869.05
97.9%
31124-55912
BLDG MAINT FY24
TOWN DOCK REPLACEMENT         
40,000.00
25,000.00
15,000.00
62.5%
31124-55913
BLDG MAINT FY24
JORDAN PARKHOUSE REPAIRS      
31,583.00
30,152.24
1,430.76
95.5%
31124-55915
BLDG MAINT FY24
SEPTIC REPLMT (EUGENE O'NEILL)
43,500.00
35,154.00
8,346.00
80.8%
31125-55904
BLDG MAINT FY25
UST REPLACEMENT EUGENE O'NEILL
153,000.00
89,471.59
63,528.41
58.5%
32224-55908
EMERGENCY MANAGEMENT FY24
APCO INTELLICOM GUIDECARD SYST
40,000.00
20,000.00
20,000.00
50.0%
32224-55909
EMERGENCY MANAGEMENT FY24
EVENTIDE NEXLOGDX RECORDER    
88,701.00
0.00
88,701.00
0.0%
32325-55916
FIRE SERVICES FY25
COHANZIE SKYLIGHT REPLACEMENT 
30,000.00
27,100.00
2,900.00
90.3%
32326-55923
FIRE SERVICES FY26
COHANZIE AIR CONDITIONING     
15,000.00
15,000.00
0.00
100.0%
32926-55924
POLICE DEPT FY26
MARINE UNIT UPDATES           
31,089.00
23,849.97
7,239.03
76.7%
33023-55890
PUBLIC WORKS FY23
ROAD RESURFACING EVERSOURCE AF
315,951.00
(449,026.83)
764,977.83
-142.1%
33025-55920
PUBLIC WORKS FY25
NIANTIC RIVER ROAD SIDEWALK RE
25,000.00
15,000.00
10,000.00
60.0%
33026-55925
PUBLIC WORKS FY26
ROAD RISK ASSESSMENT          
55,000.00
0.00
55,000.00
0.0%
33123-55019
UTILITY COMM FY23
CONTRACT #1 SEWER INTERCEPTOR EASEMENT ACCESS
250,000.00
108,419.12
141,580.88
43.4%
33123-55895
UTILITY COMM FY23
ROOF & SIDING REPLACEMENT     
50,000.00
33,280.52
16,719.48
66.6%
33720-55855
REC & PARKS FY20
TOWN COURT REPAIRS
1,447,058.00
1,446,250.00
808.00
99.9%
33722-55896
REC & PARKS FY22
EQUIPMENT STORAGE PLAN        
21,000.00
16,750.00
4,250.00
79.8%
33723-55838
REC & PARKS FY23
CHILDREN'S PLAYGROUND
40,000.00
40,000.00
0.00
100.0%
33725-55838
REC & PARKS FY25
STENGER PARK BATHROOM & WALKWAY
10,500.00
7,200.00
3,300.00
68.6%
34723-55021
INFORMATION TECHNOLOGY  FY23 AUDITORIUM MEETING ROOM UPDATES
272,000.00
207,641.54
64,358.46
76.3%
TOTALS
5,639,902.00
3,729,862.77
1,910,039.23
66.1%
1,000,000.00
PRIOR YEAR EXPENDITURES
2,393,747.77
CURRENT YEAR EXPENDITURES
1,336,115.00
Page 1 of 1

TOWN OF WATERFORD
CAPITAL AND NON-RECURRING EXPENDITURE FUND
FUND BALANCE AND APPROPRIATION
AS OF OCTOBER 31, 2025
APPROPRIATED
DESIGNATED
UNDESIGNATED
TOTAL 
20501-57639
REVALUATION
$0.48
$657,321.00
$0.00
$657,321.48
20510-57897
28 INDUSTRIAL DRIVE IMPROVEMENTS
$85,000.00
$0.00
$0.00
$85,000.00
20511-57740
COHANZIE SCHOOL REMEDIATION &
$0.00
$40,000.00
$0.00
$40,000.00
20511-57767
NEVINS COTTAGE REPAIRS
$18,070.14
$0.00
$0.00
$18,070.14
20511-57840
PLAN OF CONSERVATION DEVELOPMENT
$10,103.66
$0.00
$0.00
$10,103.66
20511-57870
MAGO POINT IMPROVEMENTS       
$31,137.33
$0.00
$0.00
$31,137.33
20511-57872
ROOF & HVAC REPLACEMENT PUBLIC SAFETY BUILDING
$4,769.20
$0.00
$0.00
$4,769.20
20511-57879
TOWN HALL BATHROOM REFURBISHMENT
$2,581.60
$0.00
$0.00
$2,581.60
20511-57889
PUBLIC SAFETY COMPLEX HVAC    
$0.00
$100,000.00
$0.00
$100,000.00
20522-57022
STATE RADIO CONVERSION PROJECT
($42,914.00)
$0.00
$0.00
($42,914.00)
20522-57022
LOAN PROCEEDS STATE RADIO CONVERSION PROJECT
($3,600,000.00)
$0.00
$0.00
($3,600,000.00)
20522-57022
RADIO SYSTEM REPLACEMENT GRANT
$0.00
$0.00
$0.00
$0.00
20502-48050
RADIO SYSTEM REPLACEMENT GRANT
($1,000,000.00)
$0.00
$0.00
($1,000,000.00)
20502-48047
RADIO SYSTEM REPLACEMENT GRANT STATE BOND FUNDS
($500,000.00)
$0.00
$0.00
($500,000.00)
20522-57794
MOBILE & PORTABLE RADIO REPLACEMENT PROGRAM
$21,510.50
$3,683.00
$0.00
$25,193.50
20523-57777
FIRE SERVICES -SCBA UPGRADE PROGRAM
$4,168.56
$50,000.00
$0.00
$54,168.56
20523-57792
OSWEGATCHIE-BUILDING RENOVATIONS
$12,296,052.79
$0.00
$0.00
$12,296,052.79
20500-48778
FUNDING OFFSETS DEBT SERVICE-OSWEGATCHIE FIRE
($12,600,000.00)
$0.00
$0.00
($12,600,000.00)
20523-57836
FIRE SERVICES CARPET REPLACEMENT
$0.00
$30,000.00
$0.00
$30,000.00
20523-57888
GOSHEN ROOF REPLACEMENT       
$0.00
$60,000.00
$0.00
$60,000.00
20530-57695
MUNICIPAL COMPLEX RENOVATION
$317,087.81
$6,100,833.00
$0.00
$6,417,920.81
20507-59205
FUNDING OFFSETS DEBT SERVICE-MUNICIPAL COMPLEX
($1,251,500.00)
($6,000,000.00)
$0.00
($7,251,500.00)
20529-57871
POLICE DEPT BLDG  HVAC        
$0.00
$25,000.00
$0.00
$25,000.00
20530-57696
MUNICIPAL COMPLEX CLEAN UP
$4,370.23
$0.00
$0.00
$4,370.23
20530-57880
MAJOR/MINOR COLLECTOR ROAD PAVING
$60,025.37
$0.00
$0.00
$60,025.37
20530-57886
OLD NORWICH ROAD PAVING
$351,215.45
$0.00
$0.00
$351,215.45
20531-57685
I/I MITIGATION & CONTROL
$235,865.56
$0.00
$0.00
$235,865.56
20531-57816
OLD NORWICH/EVERGREEN/HARVEY AVE PUMP STATION REHAB
$31,318.46
$0.00
$0.00
$31,318.46
20531-57881
PLASTIC WATER SERVICE LINE REPLACEMENT
$784,748.62
$0.00
$0.00
$784,748.62
20531-57894
CROSS COUNTRY SEWER MAIN ACCESS
$200,000.00
$0.00
$0.00
$200,000.00
20531-57895
WATER TANK MANAGEMENT         
$2,726.00
$0.00
$0.00
$2,726.00
20531-57896
BARTLETT CORNER WATER BOOSTER 
$166,950.00
$0.00
$0.00
$166,950.00
20531-57898
ENGINEERING INTERLOCAL WATER A
$124,588.04
$0.00
$0.00
$124,588.04
20536-57848
LIBRARY HVAC UPGRADE          
($173,628.76)
$0.00
$0.00
($173,628.76)
20502-48757
CT PUBLIC LIBRARY CONSTRUCTION GRANT
($250,000.00)
$0.00
$0.00
($250,000.00)
20537-57735
LEARY PARK ACCESS ROAD & DRAINAGE
$20,000.00
$0.00
$0.00
$20,000.00
20537-57878
REPAIR OF PLEASURE BEACH SIDEWALK/PATH
$0.00
$145,000.00
$0.00
$145,000.00
20547-57775
VIRTUAL SERVER REPLACEMENT    
$0.00
$88,500.00
$0.00
$88,500.00
20547-57861
SWITCHES
$0.00
$2,258.00
$0.00
$2,258.00
20547-57882
COMPUTER REPLACEMENTS
$0.65
$74,925.00
$0.00
$74,925.65
20500-43600
TURF FIELD RENTAL REVENUES
$0.00
$4,815.00
$0.00
$4,815.00
20560-55020
CLMS CHILLER REPLACEMENTS
$50,372.99
$0.00
$0.00
$50,372.99
Page 1

TOWN OF WATERFORD
CAPITAL AND NON-RECURRING EXPENDITURE FUND
FUND BALANCE AND APPROPRIATION
AS OF OCTOBER 31, 2025
APPROPRIATED
DESIGNATED
UNDESIGNATED
TOTAL 
20560-57820
WHS TRACK & FIELD REPLACEMENT
$0.00
$53,000.00
$0.00
$53,000.00
20560-57822
IT LEARNING BOARDS -END OF LIFE
$6.10
$27,319.88
$0.00
$27,325.98
20560-57828
QH 10-YR RETRO COMMISSIONING
$0.00
$30,000.00
$0.00
$30,000.00
20560-57833
TENNIS COURTS
$0.00
$104,200.00
$0.00
$104,200.00
20560-57841
BUS LOT OFFICE
$0.00
$150,000.00
$0.00
$150,000.00
20560-57842
SCHOOL SECURITY
$38,909.40
$0.00
$0.00
$38,909.40
20560-57883
FINANCING ENERGY EFFICIENT EQUIPMENT
$243,335.00
$0.00
$0.00
$243,335.00
20560-57884
CHROMEBOOK & IPAD EQUIPMENT
$17,608.00
$0.00
$0.00
$17,608.00
20560-57892
HVAC EVALUATION/REMEDIATION    
$0.00
$85,000.00
$0.00
$85,000.00
20560-57893
GREAT NECK SCHOOL FIELD DRAINAGE
$19,168.00
$250.00
$0.00
$19,418.00
205-31520
UNDESIGNATED FUND BALANCE
$0.00
$0.00
$1,011,780.12
$1,011,780.12
TOTAL
($4,276,352.82)
$1,832,104.88
$1,011,830.32
($1,432,417.62)
 
Page 2

TOWN OF WATERFORD
CAPITAL AND NON-RECURRING EXPENDITURE FUND
FUND BALANCE DESIGNATION AND APPROPRIATION
JULY 1,2024 TO JUNE 30,2025
AS OF OCTOBER 31, 2025
BEGINNING 
FY26 RTM
CLOSED
AVAILABLE 
BALANCE
XFER IN
FISCAL YEAR 2025-2026
ENCUMBERED/ BAL (REVERTS
INTEREST 
OTHER 
TO DATE
 
APPROPRIATIONS
DESIGNATED
UNDESIGNATED
DESIGNATED APPROPRIATED
DESIGNATED UNDESIGNATED
EXPENDED
TO FUND)
INC
REVENUES
APPROPRIATED
DESIGNATED UNDESIGNATED
20501-57639
REVALUATION
$0.00
$532,700.00
$0.00
$125,000.00
$379.00
($379.00)
$378.52
$0.48
$657,321.00
$0.00
20510-57897
28 INDUSTRIAL DRIVE IMPROVEMENTS
$85,000.00
$0.00
$0.00
$85,000.00
$0.00
$0.00
20511-57740
COHANZIE SCHOOL REMEDIATION &
$0.00
$40,000.00
$0.00
$0.00
$40,000.00
$0.00
20511-57767
NEVINS COTTAGE REPAIRS
$28,070.14
$0.00
$0.00
$10,000.00
$18,070.14
$0.00
$0.00
20511-57840
PLAN OF CONSERVATION DEVELOPMENT
$10,103.66
$0.00
$0.00
$0.00
$10,103.66
$0.00
$0.00
20511-57870
MAGO POINT IMPROVEMENTS       
$36,347.34
$0.00
$0.00
$147,695.26
$142,485.25
$31,137.33
$0.00
$0.00
20511-57872
ROOF & HVAC REPLACEMENT PUBLIC SAFETY BUILDING
$52,769.20
$0.00
$0.00
$48,000.00
$4,769.20
$0.00
$0.00
20511-57879
TOWN HALL BATHROOM REFURBISHMENT
$8,026.89
$0.00
$0.00
$5,445.29
$2,581.60
$0.00
$0.00
20511-57889
PUBLIC SAFETY COMPLEX HVAC    
$0.00
$100,000.00
$0.00
$0.00
$100,000.00
$0.00
20522-57022
STATE RADIO CONVERSION PROJECT
$0.00
$0.00
$0.00
$1,000,000.00
$4,600,000.00
($1,000,000.00)
$4,642,914.00
($42,914.00)
$0.00
$0.00
20500-48771
LOAN PROCEEDS STATE RADIO CONVERSION PROJECT
$0.00
$0.00
$0.00
($3,600,000.00)
($3,600,000.00)
$0.00
$0.00
20522-57022
RADIO SYSTEM REPLACEMENT GRANT
$0.00
$0.00
$0.00
$1,500,000.00
$1,500,000.00
$0.00
$0.00
$0.00
20502-48050
RADIO SYSTEM REPLACEMENT GRANT
$0.00
$0.00
$0.00
($1,000,000.00)
($1,000,000.00)
$0.00
$0.00
20502-48047
RADIO SYSTEM REPLACEMENT GRANT STATE BOND FUNDS
$0.00
$0.00
$0.00
($500,000.00)
($500,000.00)
$0.00
$0.00
20522-57794
MOBILE & PORTABLE RADIO REPLACEMENT PROGRAM
$21,510.50
$3,683.00
$0.00
$21,510.50
$3,683.00
$0.00
20523-57777
FIRE SERVICES -SCBA UPGRADE PROGRAM
$4,168.56
$0.00
$0.00
$50,000.00
$4,168.56
$50,000.00
$0.00
20523-57791
JORDAN-TRAFFIC LIGHT UPGRADE
$35,460.00
$0.00
$0.00
$35,460.00
$0.00
$0.00
$0.00
20523-57792
OSWEGATCHIE-BUILDING RENOVATIONS
$286,372.97
$0.00
$0.00
$12,600,000.00
$590,320.18
$12,296,052.79
$0.00
$0.00
20500-48778
FUNDING OFFSETS DEBT SERVICE-OSWEGATCHIE FIRE
$0.00
$0.00
$0.00
($12,600,000.00)
($12,600,000.00)
$0.00
$0.00
20523-57836
FIRE SERVICES CARPET REPLACEMENT
$0.00
$30,000.00
$0.00
$0.00
$30,000.00
$0.00
20523-57888
GOSHEN ROOF REPLACEMENT       
$0.00
$60,000.00
$0.00
$0.00
$60,000.00
$0.00
20530-57695
MUNICIPAL COMPLEX RENOVATION
$326,502.39
$6,100,833.00
$0.00
$9,414.58
$317,087.81
$6,100,833.00
$0.00
20507-59205
FUNDING OFFSETS DEBT SERVICE-MUNICIPAL COMPLEX
($1,251,500.00)
($6,000,000.00)
$0.00
($1,251,500.00)
($6,000,000.00)
$0.00
20529-57871
POLICE DEPT BLDG  HVAC        
$0.00
$0.00
$0.00
$25,000.00
$0.00
$25,000.00
$0.00
20530-57696
MUNICIPAL COMPLEX CLEAN UP
$4,370.23
$0.00
$0.00
$4,370.23
$0.00
$0.00
20530-57880
MAJOR/MINOR COLLECTOR ROAD PAVING
$223,392.42
$0.00
$0.00
$163,367.05
$60,025.37
$0.00
$0.00
20530-57886
OLD NORWICH ROAD PAVING
$1,053,000.00
$0.00
$0.00
$701,784.55
$351,215.45
$0.00
$0.00
20531-57685
I/I MITIGATION & CONTROL
$235,865.56
$0.00
$0.00
$235,865.56
$0.00
$0.00
20531-57816
OLD NORWICH/EVERGREEN/HARVEY AVE PUMP STATION REHAB
$1,259,606.68
$0.00
$0.00
($125,000.00)
$1,103,288.22
$31,318.46
$0.00
$0.00
20531-57881
PLASTIC WATER SERVICE LINE REPLACEMENT
$411,454.08
$200,000.00
$0.00
$500,000.00
$700,000.00
($700,000.00)
$326,705.46
$784,748.62
$0.00
$0.00
20531-57890
WEIMES & MARILYN EJECTOR REPLACEMENT
$8,047.17
$0.00
$0.00
$7,996.97
$50.20
($0.00)
$0.00
$50.20
20531-57894
CROSS COUNTRY SEWER MAIN ACCESS
$0.00
$0.00
$0.00
$200,000.00
$200,000.00
($200,000.00)
$200,000.00
$0.00
$0.00
20531-57895
WATER TANK MANAGEMENT         
$0.00
$0.00
$0.00
$46,222.00
$46,222.00
($46,222.00)
$43,496.00
$2,726.00
$0.00
$0.00
20531-57896
BARTLETT CORNER WATER BOOSTER 
$0.00
$0.00
$0.00
$166,950.00
$166,950.00
($166,950.00)
$166,950.00
$0.00
$0.00
20531-57898
ENGINEERING INTERLOCAL WATER A
$0.00
$0.00
$0.00
$0.00
$125,000.00
$411.96
$124,588.04
$0.00
$0.00
Page 1

TOWN OF WATERFORD
CAPITAL AND NON-RECURRING EXPENDITURE FUND
FUND BALANCE DESIGNATION AND APPROPRIATION
JULY 1,2024 TO JUNE 30,2025
AS OF OCTOBER 31, 2025
BEGINNING 
FY26 RTM
CLOSED
AVAILABLE 
BALANCE
XFER IN
FISCAL YEAR 2025-2026
ENCUMBERED/ BAL (REVERTS
INTEREST 
OTHER 
TO DATE
 
APPROPRIATIONS
DESIGNATED
UNDESIGNATED
DESIGNATED APPROPRIATED
DESIGNATED UNDESIGNATED
EXPENDED
TO FUND)
INC
REVENUES
APPROPRIATED
DESIGNATED UNDESIGNATED
20536-57848
LIBRARY HVAC UPGRADE          
$1,425,212.24
$0.00
$0.00
$0.00
$1,598,841.00
($173,628.76)
$0.00
$0.00
20502-48757
CT PUBLIC LIBRARY CONSTRUCTION GRANT
($250,000.00)
$0.00
$0.00
$0.00
($250,000.00)
$0.00
$0.00
20537-57735
LEARY PARK ACCESS ROAD & DRAINAGE
$0.00
$20,000.00
$0.00
$0.00
$20,000.00
($20,000.00)
$20,000.00
$0.00
$0.00
20537-57798
CHILDREN'S PLAYGROUND-CIVIC TRIANGLE
$0.00
$0.00
$0.00
$25,000.00
$25,000.00
($25,000.00)
$25,000.00
$0.00
$0.00
$0.00
20537-57878
REPAIR OF PLEASURE BEACH SIDEWALK/PATH
$0.00
$145,000.00
$0.00
$0.00
$145,000.00
$0.00
20547-57775
VIRTUAL SERVER REPLACEMENT    
$0.00
$0.00
$0.00
$88,500.00
$0.00
$88,500.00
$0.00
20547-57861
SWITCHES
$0.00
$2,258.00
$0.00
$0.00
$2,258.00
$0.00
20547-57882
COMPUTER REPLACEMENTS
$0.65
$28,333.00
$0.00
$46,592.00
$0.65
$74,925.00
$0.00
20500-43600
TURF FIELD RENTAL REVENUES
$0.00
$4,815.00
$0.00
$0.00
$4,815.00
$0.00
20560-55020
CLMS CHILLER REPLACEMENTS
$929,774.04
$0.00
$0.00
$879,401.05
$50,372.99
$0.00
$0.00
20560-57820
WHS TRACK & FIELD REPLACEMENT
$466,600.00
$53,000.00
$0.00
$466,600.00
$0.00
$53,000.00
$0.00
20560-57822
IT LEARNING BOARDS -END OF LIFE
$6.10
$27,319.88
$0.00
$6.10
$27,319.88
$0.00
20560-57828
QH 10-YR RETRO COMMISSIONING
$0.00
$30,000.00
$0.00
$0.00
$30,000.00
$0.00
20560-57833
TENNIS COURTS
$856,601.25
$104,200.00
$0.00
$856,601.25
$0.00
$104,200.00
$0.00
20560-57841
BUS LOT OFFICE
$0.00
$150,000.00
$0.00
$0.00
$150,000.00
$0.00
20560-57842
SCHOOL SECURITY
$370,112.87
$0.00
$0.00
$331,203.47
$38,909.40
$0.00
$0.00
20560-57883
FINANCING ENERGY EFFICIENT EQUIPMENT
$243,335.00
$0.00
$0.00
$243,335.00
$0.00
$0.00
20560-57884
CHROMEBOOK & IPAD EQUIPMENT
$197,608.00
$0.00
$0.00
$180,000.00
$17,608.00
$0.00
$0.00
20560-57892
HVAC EVALUATION/REMEDIATION    
$0.00
$85,000.00
$0.00
$0.00
$85,000.00
$0.00
20560-57893
GREAT NECK SCHOOL FIELD DRAINAGE
$0.00
$278,750.00
$0.00
$71,500.00
$350,000.00
($350,000.00)
$330,832.00
$19,168.00
$250.00
$0.00
20500-49000
TRANSFERS IN 
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
205-31520
UNDESIGNATED FUND BALANCE
$0.00
$0.00
$851,970.58
$159,809.54
$0.00
$0.00
$1,011,780.12
 
$7,077,817.94
$1,995,891.88
$851,970.58
$2,344,764.00
$2,508,551.00
($2,508,551.00)
$0.00
$14,005,156.81
$50.20
$159,809.54
$142,485.25
($4,276,352.82)
$1,832,104.88
$1,011,830.32
Page 2

Insurance 
Administration Fund
Balance Sheet
October 31, 2025
Assets
   Cash and Cash Equivalents
4,129,317
   Accounts Receivable
164,943
   Due From Other Funds
91,665
Total Assets
4,385,925
Liabilities
   Accrued Liabilities (IBNR)
949,000
   Advance Payments
11,246
Total Liabilities
960,246
Net Assets
   Unrestricted
$3,425,678
Total Net Assets
$
$3,425,678




1:
PUBLIC HEALTH
BUDGET
EXPENDED
ENCUMBERED
BALANCE
1.2 COVID-19 Testing
Wfd-1.2-01
COVID Test Kits  PROJECT COMPLETE
3,499.84
$              
3,499.84
$              
-
$                        
-
$                        
1.5 Personal Protective Equipment
Wfd-1.5-01
PPE Supplies  PROJECT CANCELLED
-
$                        
1.7
Wfd-1.7-01
First Responder CADlink Equip/ Software  PROJECT COMPLETE
74,666.69
$            
74,666.69
$            
-
$                        
-
$                        
Wfd-1.7-02
ESO Fire RMS Software  PROJECT COMPLETE
10,923.95
$            
10,923.95
$            
-
$                        
-
$                        
Wfd-1.7-03
Dispatch Upgrades  PROJECT COMPLETE
26,662.50
$            
26,662.50
$            
-
$                        
-
$                        
Wfd-1.7-04
Emergency Services Pagers & Mobile Radios PROJECT COMPLETE
13,671.00
$            
13,671.00
$            
-
$                        
-
$                        
1.12 Mental Health Services
Wfd-1.12-01
Human Services Coordinator  PROJECT COMPLETE
123,470.64
$         
123,470.64
$         
-
$                        
-
$                        
Wfd-1.12.02
Safe Futures  PROJECT COMPLETE
50,000.00
$            
50,000.00
$            
-
$                        
-
$                        
1.14 Other COVID-19 Public Health Services
Wfd-1.14-01
Ledgelight Health District  PROJECT COMPLETE
55,478.90
$            
55,478.90
$            
-
$                        
-
$                        
PUBLIC HEALTH SUBTOTAL
358,373.52
$         
358,373.52
$         
-
$                        
-
$                        
2:
NEGATIVE ECONOMIC IMPACTS
2.32 Small Business Economic Assistance (General)
Wfd-2.32-01
Waterford Small Business Grants  PROJECT COMPLETE
236,311.21
$         
236,311.21
$         
-
$                        
-
$                        
2.35 Aid to Tourism, Travel or Hospitality  
Wfd-2.35-01
Eugene O'Neill Theater  PROJECT COMPLETE
344,937.84
$         
344,937.84
$         
-
$                        
-
$                        
NEGATIVE ECONOMIC IMPACTS SUBTOTAL
581,249.05
$         
581,249.05
$         
-
$                        
-
$                        
TOWN OF WATERFORD
AMERICAN RESCUE FUNDS QUARTERLY REPORT
THRU 12/31/2025
Other COVID-19 Public Health Expenses
PAGE 1

TOWN OF WATERFORD
AMERICAN RESCUE FUNDS QUARTERLY REPORT
THRU 12/31/2025
5:
INFRASTRUCTURE
5.5 Clean Water: Other Sewer Infrastructure
Wfd-5.5-01
Cross Road Pump Station Upgrade PROJECT CANCELLED
54,361.28
$            
54,361.28
$            
-
$                        
-
$                        
Wfd-5.5-02
Old Norwich Road Pump Station Upgrade PROJECT COMPLETE
1,341,316.65
$      
1,341,316.65
$      
-
$                        
(0.00)
$                    
Wfd-5.5-03
Gorman Pump Station Control Panels Upgrade  PROJECT COMPLETE
141,792.18
$         
141,792.18
$         
-
$                        
-
$                        
Wfd-5.04
Save the River-Save the Hills  PROJECT COMPLETE
2,500.00
$              
2,500.00
$              
-
$                        
-
$                        
5.14 Drinking Water:  Storage
Wfd-5.14-01
Fargo Lane Water Tower Rehab PROJECT COMPLETE
1,210,500.00
$      
1,210,500.00
$      
-
$                        
-
$                        
5.21 Broadband: Other Projects
Wfd-5.21-01
Broadband/Security Upgrades at Stations   PROJECT COMPLETE
29,574.00
$            
29,574.00
$            
-
$                        
-
$                        
INFRASTRUCTURE SUBTOTAL
2,780,044.11
$      
2,780,044.11
$      
-
$                        
-
$                        
6:
REVENUE REPLACEMENT
6.1 Wfd-6.1-01
Civic Triangle Park ADA Revitalization  PROJECT COMPLETE
1,710,854.93
$      
1,710,854.93
$      
-
$                        
-
$                        
Wfd-6.1-02
Town GIS Updates  PROJECT COMPLETE
27,655.32
$            
27,655.32
$            
-
$                        
-
$                        
Wfd-5.21-02
Cyber Security  PROJECT COMPLETE
25,168.00
$            
25,168.00
$            
-
$                        
-
$                        
Wfd-5.21-03
Baseball Field Renovation NEW PROJECT
22,000.00
$            
22,000.00
$            
-
$                        
-
$                        
Wfd-5.21-04
8 Goshen Road PROJECT COMPLETE
42,544.71
$            
42,544.71
$            
-
$                        
-
$                        
REVENUE REPLACEMENT SUBTOTAL
1,828,222.96
$      
1,828,222.96
$      
-
$                        
-
$                        
TOTAL
5,547,889.64
$      
5,547,889.64
$      
-
$                        
-
$                        
PAGE 2

 
 
 
 
 
 
 
 
 
127 Washington Avenue, 4th Floor West, North Haven, CT 06473 
 
www.scrcog.org | 
 203-234-7555 | 
 203-234-9850 | 
 lfrancis@scrcog.org  
 
October 20, 2025 
Office of Policy and Management 
450 Capitol Avenue 
Hartford, CT 06106 
Re: Support for Adjusting Revaluation Schedule for Guilford, Waterford, and Stonington 
Dear [Undersecretary Heft / OPM Leadership], 
On behalf of the South Central Regional Council of Governments (SCRCOG), I write to express 
our support for the request by the Towns of Guilford, Waterford, and Stonington to modify their 
assigned revaluation schedules under Public Act 22-74. 
SCRCOG fully supports the intent of the Act to create statewide alignment and efficiency in 
municipal revaluations. However, the current schedule places these three towns in the position 
of conducting two full revaluations within a three-year period—an interval shorter than 
originally anticipated and inconsistent with the legislation’s stated goal of promoting cost 
savings and administrative efficiency. 
A modest, one-year deferral of each town’s second revaluation would still achieve OPM’s 
objective of statewide alignment by 2037 while allowing the towns to better manage costs, 
staff workload, and public resources. This adjustment represents a balanced and practical 
approach that benefits both municipalities and the state. 
Thank you for your consideration and for your continued partnership in supporting efficient and 
equitable local governance. 
Best Regards, 
 
Laura Francis 
Executive Director 

 
 
 
 
 
 
 
 
 
127 Washington Avenue, 4th Floor West, North Haven, CT 06473 
 
www.scrcog.org | 
 203-234-7555 | 
 203-234-9850 | 
 lfrancis@scrcog.org  
 

 
5 Connecticut Avenue 
Norwich, CT 06360 
(860)889-2324 
secogct.gov 
 
Representing 22 towns, cities, and boroughs in 
Southeastern Connecticut. 
October 28, 2025 
 
Office of Policy and Management 
450 Capitol Avenue 
Hartford, CT 06106 
 
Re: Three-Year Revaluation Schedule for Waterford, Stonington, and Guilford 
 
Dear Secretary Beckham and Undersecretary Heft: 
 
Public Act 22-74 established a new schedule of property revaluations throughout 
Connecticut, with the goal of grouping towns in each planning region together to 
facilitate collaborative contracting for revaluation services. 
 
The adjusted schedule results in the gap between towns’ revaluations over the next few 
years ranging from 4-6 years for the majority of towns, but in three towns—Guilford, 
Waterford, and Stonington—the schedule requires them to conduct revaluations with 
only a three-year cycle in between a 2026 or 2027 revaluation and a subsequent 2029 
or 2030 revaluation, with the target schedule of 2034 and 2035 (5 years later) for their 
third revaluation. With each revaluation costing upwards of $200,000, conducting 
revaluations in such short succession places an unusual financial burden on these three 
towns. 
 
SECOG’s Board of Directors discussed this issue at their last meeting and directed me to 
send a letter asking OPM to make accommodations for these three towns to reduce the 
unequal burden being placed on them. Postponing these towns’ 2029/2030 revaluations 
each by one year would enable them to conduct revaluations every four years in 
advance of the target 2034/2035 date. 
 
Thank you for your consideration of this request. 
 
 
Sincerely, 
 
 
 
Amanda E. Kennedy, AICP 
Executive Director