08-14-24 BOARD OF FINANCE REGULAR MEETING AGENDA AND BACKUP DOCUMENTS

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Board/CommissionBoard of Finance
Meeting DateAugust 14, 2024
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Town of Waterford  
Phone: (860) 444-5820 
Assessor’s Office 
Fax: (860) 444-5819 
15 Rope Ferry Road 
Waterford, CT 06385 
TO: 
Robert Brule, First Selectman 
Kimberly Allen, Finance Director 
Cc: 
 
Shea Davy, Purchasing Agent 
FROM:           Paige Walton, Assessor
RE: 
Additional Appropriation & Bid Waiver Request – Charles B. Feldman & Associates LLC 
Personal Property Auditing & Consulting 
DATE: 
July 19, 2024 
The Assessor’s office seeks to establish a personal property audit program, which includes the physical 
inspection of business personal property and records.  Audits should be conducted regularly to maintain equity 
and to ensure filing accuracy. In addition to the fair and equitable distribution of the tax burden, a consistent 
auditing program allows for the discovery of unlisted or under-listed personal property and provides an 
opportunity for taxpayer education concerning complex reporting standards and requirements. 
The annual personal property filing requirement is a self-reporting system. To date, other than the self- 
declaration form, there has been no taxpayer compliance/audit program in place to assist with the discovery 
and verification of taxable personal property. 
As such, the Assessor’s Office respectfully requests an additional appropriation in the amount of $24,500 for 
line 10104-52030 Professional Fees for personal property auditing services, to be conducted pursuant to §12-
53 of the Connecticut General Statutes for the 2021, 2022 & 2023 Grand List years. 
Additionally, the Assessor’s Office would like to request a waiver of competitive bidding for personal property 
auditing services. 
Auditors must be well versed in accounting, personal property valuation, governing state statutes pertaining to 
the assessment and audit process, and relevant case law.  Charles B. Feldman & Associates LLC have 
completed similar audit work throughout the state of Connecticut over the past several decades and as 
municipal assessors specializing in personal property, possess a very specific level of expertise in the field of 
auditing.  As such, Charles B. Feldman & Associates LLC are uniquely qualified to assist us in establishing a 
robust auditing program.  
We would like our request to be included on the Board of Selectman’s August 6th agenda and to be forwarded 
to the other Boards as necessary. 
Attachment: 
Charles B. Feldman & Associates LLC Quote 




































































































DATE 
APPROVED
DEPARTMENT
SOURCE
LINE 
ITEM
DESCRIPTION
 APPROVED 
BUDGET 
AMOUNT 
APPROPRIATED/ 
AVAILABLE
AMOUNT 
DESIGNATED
AMOUNT 
ENCUMBERED
AMOUNT 
EXPENDED
COMMENTS
 DATE 
UPDATED 
2/6/2023 BOE
CIP
20560-
55020
CLARK LANE MIDDLE SCHOOL CHILLER 
REPLACMENT
                951,340                   70,229                            -                   859,545                   21,566 Additional funds have been approved in the amount of 
$149,340 and the contract has been awarded.
7/22/2024
7/1/2019 BOE
CNR
20560-
57828
QH 1-YEAR RETRO COMMISSIONING
                  30,000                            -                     30,000                            -                              -   On Hold, waiting to see the legislation on the HVAC 
inspection before moving forward.
Legislation gave a slight reprieve for the inspections, quaker 
hill is the oldest elementary and will be the first one 
evaluated. I expect this project to go ahead in the 
winter/spring of 2025
7/22/2024
7/1/2019 BOE
CNR
20560-
57833
TENNIS COURTS
                  52,300                            -                     52,300                            -                              -   Funds being held until the courts are replaced in the future. 
A funding request is coming forward to the Boards this 
summer.
7/22/2024
7/1/2020 BOE
CNR
20560-
57842
SCHOOL SECURITY
             2,082,900                 280,219                            -                1,618,941                 183,739 Project is moving along. Camera’s ordered.  Wiring in 
progress at CLMS for camera installation.  Next - cameras 
will be installed at Town Hall, Police Station and other 
schools. Working through zoning boards for bollards and 
fencing.
7/22/2024
7/1/2023 EMERGENCY 
MGMT
CIP
32224-
55908
APCO INTELLICOM GUIDECARD SYSTEM
                  40,000                            -   
                  20,000                   20,000 Project in progress now that the NexGen system is live.  
Expected completion date - early Fall 2024.
7/11/2024
7/1/2023 EMERGENCY 
MGMT
CIP
32224-
55909
EVENTIDE NEXLOGDX RECORDER
                  88,701                   88,701 
System is to be built with the town's radio system upgrade. 
Currently on hold awaiting bonding decision from State as 
possible source of funding for full radio upgrade project.
7/11/2024
12/5/2023 EMERGENCY 
MGMT
CNR
20522-
57887
Fargo Water Tank Antennas
                  48,998                            -   
                  48,997                            -    Project  being completed in conjunction with the Fargo 
Water Tank Prefabrication project. New mountings 
installed and antennas to be moved for tank rehabilitation 
work.  Project will be completed once tank is fully complete 
and antennas returned to original location.
7/11/2024
7/1/2016 EMERGENCY 
MGMT
CNR
20522-
57794
MOBILE & PORTABLE RADIO REPLACEMENT 
PROGRAM
             1,257,577 
41 
0 
517,932 
739,604 New radios purchased as part of our town wide radio 
system.  Last part of order placed and awaiting shipment 
before closing project.  Will be shipped once old radios are 
reprogrammed.
7/11/2024
7/1/2019 FACILITIES
CIP
31120-
55851
ADA IMPROVEMENTS PD/YSB
                  87,000 
66,200 
0 
6,000 
14,800 Project Design being completed and then work will begin.
7/16/2024
New FY24 Project added - approved since last report or out of regular budget cycle
Project complete but being kept open for retainage (per contract) or final state review and closure
TOWN OF WATERFORD
GENERAL FUND
CAPITAL PROJECT STATUS REPORT (CIP, CNR  & ARPA)
FY24 FOURTH QUARTER REPORT (Apr 1 - Jun 30), 
COLOR CODING 
Project is closed/completed and will be removed from next report.
1

DATE 
APPROVED
DEPARTMENT
SOURCE
LINE 
ITEM
DESCRIPTION
 APPROVED 
BUDGET 
AMOUNT 
APPROPRIATED/ 
AVAILABLE
AMOUNT 
DESIGNATED
AMOUNT 
ENCUMBERED
AMOUNT 
EXPENDED
COMMENTS
 DATE 
UPDATED 
New FY24 Project added - approved since last report or out of regular budget cycle
Project complete but being kept open for retainage (per contract) or final state review and closure
TOWN OF WATERFORD
GENERAL FUND
CAPITAL PROJECT STATUS REPORT (CIP, CNR  & ARPA)
FY24 FOURTH QUARTER REPORT (Apr 1 - Jun 30), 
COLOR CODING 
Project is closed/completed and will be removed from next report.
7/1/2020 FACILITIES
CIP
31121-
55851
ADA IMPROVEMENTS PD/YSB
                  80,700 
66,561 
0 
10,500 
4,639 Project Design being completed and then work will begin.
7/16/2024
7/1/2022 FACILITIES
CIP
31123-
55905
UST REPLACEMENT (LIBRARY & PUBLIC SAFETY)
                420,000 
8,729 
0 
170,609 
240,623 Public Safety Building: This portion of the project is 
completed and remains open for Retainages.  Library:  
Replacement tank  installed but old tank still needs to be 
removed.
7/16/2024
7/1/2022 FACILITIES
CIP
31123-
55904
UST REPLACEMENT (EUGENE O'NEILL, 2 tanks)
                260,000 
108,515 
0 
74,570 
76,914 Complete (awaiting final invoicing) but needs to remain 
open for required 2 years of resting.
7/16/2024
7/1/2021 FACILITIES
CIP
31122-
55819
UNDERGROUND TANK REPLACMENT  (POLICE 
DEPT)
                250,000 
0 
0 
13,798 
236,202 New tank fully operational.  Remains open for retainage.
7/16/2024
7/1/2019 FACILITIES
CIP
31120-
55852
TOWN HALL BATHROOMS
                  87,500 
(311)
0 
0 
87,811 Building Official reviewing men's for final CO and reviewing 
plan for women's before beginning next phase.
7/16/2024
7/1/2016 FACILITIES
CIP
31117-
55803
PARKING LOT - YSB & POLICE
                300,000 
260,800 
0 
14,068 
25,132 Plan being developed so that work can begin.
7/16/2024
7/1/2017 FACILITIES
CIP
31118-
55803
PARKING LOT - YSB & POLICE
                195,320 
138,320 
0 
0 
57,000 Plan being developed so that work can begin.
7/16/2024
7/1/2023 FACILITIES
CIP
31124-
55912
TOWN DOCK REPLACEMENT
                  40,000                   40,000                            -                              -                              -   Meeting was held with DEEP and it is estimated that 
additional funds will be needed to complete project.  
Department to request additional funding before beginning 
project.
7/16/2024
7/1/2023 FACILITIES
CIP
31123-
55904
UST REPLACEMENT (EUGENE O'NEILL)
                260,000                 108,515                            -                     74,570                   76,914 Project ongoing.  Testing to be completed.
7/16/2024
7/1/2023 FACILITIES
CIP
31124-
55913
JORDAN PARK HOUSE REPAIRS
                  25,000                   20,850                            -                              -                        4,150 Project begun.  External oil tank replaced with an internal 
double wall tank.  Priority list of remaining work is being 
complied to complete project.
7/16/2024
7/1/2021 FACILITIES
CIP/ARPA
31122-
55893
EUGENE O'NEILL MANSION ROOF REPLACEMENT                   60,768 
0 
0 
2,700 
58,068 Roof replacement is completed.  Town is due credits from 
vendor and once received, chimney work will be completed 
to complete project.
7/16/2024
8/7/2023 FACILITIES
CNR
20511-
57885
COMMUNITY CENTER BMS PROJECT
                300,000 
51,050 
0 
2,000 
246,950 Project complete.  Awaiting final invoice before closing.
7/16/2024
2/7/2021 FACILITIES
CNR
20511-
57872
ROOF & HVAC REPLACMENT OF PUBLIC SAFETY 
BULDING
                409,400 
14,369 
0 
63,203 
331,828 Project complete.  Awaiting final invoice before closing.
7/16/2024
2/7/2021 FACILITIES
CNR
20511-
57874
RECONDITION ELEVATORS (TOWN HALL & YSB)
                310,900 
28,569 
0 
239,565 
42,750 Contract signed with OTIS and work being scheduled to 
begin.
7/16/2024
2

DATE 
APPROVED
DEPARTMENT
SOURCE
LINE 
ITEM
DESCRIPTION
 APPROVED 
BUDGET 
AMOUNT 
APPROPRIATED/ 
AVAILABLE
AMOUNT 
DESIGNATED
AMOUNT 
ENCUMBERED
AMOUNT 
EXPENDED
COMMENTS
 DATE 
UPDATED 
New FY24 Project added - approved since last report or out of regular budget cycle
Project complete but being kept open for retainage (per contract) or final state review and closure
TOWN OF WATERFORD
GENERAL FUND
CAPITAL PROJECT STATUS REPORT (CIP, CNR  & ARPA)
FY24 FOURTH QUARTER REPORT (Apr 1 - Jun 30), 
COLOR CODING 
Project is closed/completed and will be removed from next report.
11/9/2022 FACILITIES
CNR
20511-
57879
TOWN HALL BATHROOMS
                419,090 
72,046 
0 
182,502 
219,542 Building Official reviewing men's for final CO and reviewing 
plan for women's before beginning next phase.
7/16/2024
7/1/2022 FIRE
CIP
32323-
55900
COHANZIE EMERGENCY GENERATOR
                  57,000 
0
0
57,000
0 Generator received and awaiting installation late summer.
7/25/2024
7/1/2016 FIRE
CNR
20523-
57792
OSWEGATCHIE FIRE BUILDING IMPROVEMENTS
                693,471                 604,526                            -                        2,488                   86,457 Project ongoing.  Additional funds requested to hire 
architect and project manager.
7/25/2024
7/1/2019 FIRE
CNR
20523-
57838
FIRE SERVICES PRE EMPTION LIGHT REPAIRS
                  50,000                            -                              -                              -                              -   Funds requested to be transferred to account 20523-
57777.  Project to be resubmitted during FY26 budget 
cycle.
7/25/2024
7/1/2023 FIRE SERVICES
CNR
20523-
57777
SCBA UPGRADES
                  64,000                           19                            -                              -                     63,981 3 year project.  FY24 annual replacements completed.  
Funds transferred from account 20523-57838 to this 
account to fund year 2 of project.
7/25/2024
7/1/2019 FIRE/PUBLIC 
WORKS
CNR
20523-
57791
JORDAN TRAFFIC LIGHT UPGRADE
                  25,000                            -                     25,000                            -                              -   Quote received.  Cooperative Purchasing request to be 
submitted to begin work.
7/25/2024
2/6/2023 IT
CIP
34723-
55021
AUDITORIUM MEETING ROOM
                272,000                 184,597                            -                     66,272                   21,381 Project to be completed in 3 phases (floor, furniture and 
technology). Flooring complete.  Furniture to be installed 
week of July 29.  Technology bids being prepared for audio,  
video and live streaming.
7/23/2024
7/1/2023 IT
CIP
34724-
55910
NEXGEN TRANSITION
                309,520                      6,736                            -                     20,034                 282,750 Project completed.  Awaiting final invoicing before closing.
7/23/2024
7/1/2021 IT
CNR
20547-
57860
PHONE SYSTEM UPGRADE (SOFTWARE & 
HARDWARE) 
                581,700 
44,076 
0 
0 
537,624 Project completed.  Awaiting final invoicing before closing.
7/23/2024
7/1/2021 IT
CNR
20547-
57847
TOWN WIDE CAMERA SYSTEM (Priority 5)
                  85,000 
0 
0 
84,914 
0 Project being completed with Security Project.  Town Hall 
cameras to be installed after Clark Lane is completed.
7/23/2024
7/1/2023 IT
CNR
20547-
57882
COMPUTER REPLACEMENTS
                  42,250 
                     8,069                            -                     34,180 FY24 project complete.  Will remain open for FY25 
schedule.
7/23/2024
4/1/2022 PLANNING
ARPA
23507-
55018
CIVIC TRIANGLE
             2,054,845 
0 
941,838 
1,113,007 In progress:  ADA walkways, street scape and plantings.  
Expected completion date, July 2024.
7/16/2024
7/1/2022 PLANNING
CIP
31123-
57857
CIVIC TRIANGLE UPGRADES (DREDGING)
             1,285,818 
23,388 
0 
0 
1,262,430 Dredging completed.  Remains open for final billing and 
retainage per contract.
7/16/2024
7/1/2019 PLANNING
CNR
20511-
57840
POCD
                100,000 
0 
0 
10,915 
89,085 Final draft version awaiting review and approval by 
Commission.   Chairman has taken leadership of the 
project.
7/16/2024
3

DATE 
APPROVED
DEPARTMENT
SOURCE
LINE 
ITEM
DESCRIPTION
 APPROVED 
BUDGET 
AMOUNT 
APPROPRIATED/ 
AVAILABLE
AMOUNT 
DESIGNATED
AMOUNT 
ENCUMBERED
AMOUNT 
EXPENDED
COMMENTS
 DATE 
UPDATED 
New FY24 Project added - approved since last report or out of regular budget cycle
Project complete but being kept open for retainage (per contract) or final state review and closure
TOWN OF WATERFORD
GENERAL FUND
CAPITAL PROJECT STATUS REPORT (CIP, CNR  & ARPA)
FY24 FOURTH QUARTER REPORT (Apr 1 - Jun 30), 
COLOR CODING 
Project is closed/completed and will be removed from next report.
7/1/22019 PLANNING
CNR
20511-
57767
NEVINS COTTAGE
                152,000 
20,715 
100,000 
0 
31,285 Town has signed a license with the Friends of Nevins 
Cottage, LLC to allow them access to property.  Project 
renovations plan before the Historical Properties 
Commission.  Once approved, a permit will be requested to 
begin work.
7/16/2024
7/1/2019 PLANNING
CNR
20541-
57328
ALEWIFE COVE
                  37,500 
0 
37,500 
0 
0 Grant received.  New London to invoice for our share of 
project.  Grant will require a match from Waterford in 
FY26.  Contract awarded by New London for project.
7/16/2024
7/1/2022 PLANNING
CNR
20511-
57870
MAGO POINT IMPROVEMENTS
                400,000 
0 
374,500 
0 
24,000 Still  in negotiations with State on funding and how the 
project will move forward.
7/16/2024
3/1/2024 PLANNING
LoCIP
23507-
55018
CIVIC TRIANGLE
                200,000                 200,000 
0 In progress:  ADA walkways, street scape and plantings.  
Expected completion date, July 2024.
7/16/2024
8/3/2022 PUBLIC WORKS
ARPA
23507-
58022
EUGENE O'NEILL THEATER
                324,995                            -   
0 
50,538 
274,458 Roof replacement is completed.  Town is due credits from 
vendor and once received, chimney work will be completed 
to complete project.
7/16/2024
1/20/1900 PUBLIC WORKS
CIP
33024-
55911
BLOOMINGDALE RD/HUNTS BROOK 
BRIDGE/CULVERT
                  15,000                            -                              -                        3,000                   12,000 Study done and plan received.  Awaiting final payment 
before closing.
7/16/2024
8/7/2023 PUBLIC WORKS
CNR
20530-
57886
PAVING (OLD NORWICH ROAD)
             1,053,000 
1,053,000 
0 
0 
0 Scheduled for Fall 2024.
7/16/2024
11/9/2022 PUBLIC WORKS
CNR
20530-
57880
MAJOR/MINOR PAAVING PROJECTS
             1,762,736 
764,446 
0 
91,427 
906,863 Oil Mill Road has been completed, Niantic River Road has 
been resurfaced.  Manhole adjustment work contract 
awarded.  New Shore work being replaced by Goshen Road, 
Quarry Road and Leary Road to ensure work in the area can 
continue while WUC studies the water main in this area.
7/16/2024
6/6/2022 PUBLIC WORKS
CNR
20511-
57876 
Southwest School Underground Tank Removal 
                       
                155,000 
75,527 
0 
6,314 
73,159 Tank removed. Awaiting environmental review before 
closing this part of project.  
7/16/2024
7/1/2022 PUBLIC WORKS 
CIP
33023-
55901
SANDY HOLLOW & SHORE ROADS CONCRETE 
CURB REPLACEMENT
                319,300                   90,180                            -                   218,600                   11,060 Contract awarded to White Construction. Work to start by 
the end of July 2024.
7/16/2024
7/1/2021 PUBLIC WORKS 
CIP/LoCIP
33022-
55882
SIDEWALK REPLACEMENT:  Norman/Concrete 
Panels
                  80,100 
(48,104)
0 
17,449 
110,755 Punch list of items outstanding before project completion.
7/16/2024
7/1/2021 PUBLIC WORKS 
CIP/LoCIP
33022-
55883
SIDEWALK REPLACMENT: William 
Street/Concrete Sidewalk
                  42,300 
10,969 
0 
9,642 
21,689 Punch list of items outstanding before project completion.
7/16/2024
7/1/2021 PUBLIC WORKS 
CIP/LoCIP
33022-
55884
SIDEWALK REPLACMENT:  Summer 
Street/Concrete Sidewalk
                  33,420 
21,633 
0 
5,118 
6,669 Punch list of items outstanding before project completion.
7/16/2024
4

DATE 
APPROVED
DEPARTMENT
SOURCE
LINE 
ITEM
DESCRIPTION
 APPROVED 
BUDGET 
AMOUNT 
APPROPRIATED/ 
AVAILABLE
AMOUNT 
DESIGNATED
AMOUNT 
ENCUMBERED
AMOUNT 
EXPENDED
COMMENTS
 DATE 
UPDATED 
New FY24 Project added - approved since last report or out of regular budget cycle
Project complete but being kept open for retainage (per contract) or final state review and closure
TOWN OF WATERFORD
GENERAL FUND
CAPITAL PROJECT STATUS REPORT (CIP, CNR  & ARPA)
FY24 FOURTH QUARTER REPORT (Apr 1 - Jun 30), 
COLOR CODING 
Project is closed/completed and will be removed from next report.
7/1/2021 PUBLIC WORKS  
CIP/LoCIP
33022-
55885
SIDEWALK REPLACMENT:  David Street/Concrete 
Sidewalk
                  43,680 
11,390 
0 
10,892 
21,399 Punch list of items outstanding before project completion.
7/16/2024
7/1/2021 PUBLIC WORKS / 
LIBRARY
CNR
20536-
57848
LIBRARY HVAC UPGRADE
             1,091,200 
971,200 
0 
120,000 
0 In design phase.  Bid expected to be distributed in 
December 2024.
7/16/2024
7/1/2022 PUBLIC WORKS/ 
FACILITIES  
CNR
20511-
57871
PUBLIC SAFETY BLDG HVAC PLAN
                  62,045 
0 
62,045 
0 
0 Purchase Order awarded to RZ Design under project 20511-
57872.  Reviewing this account for closure.
7/16/2024
7/1/2022 REC&PARK
CIP
33723-
55838
CHILDREN'S PLAYGROUND EQUIPMENT
                  40,000 
40,000
0
0
0 CIP funds will be joined with Contributed Gift Fund to 
complete project.  Project to be completed with Civic 
Triangle to ensure park integrates into overall plan.  To be 
completed in last phase of Civic Triangle project.
7/18/2024
7/1/2021 REC&PARK
CIP
33722-
55896
EQUIPMENT STORAGE PLAN
                  21,000 
4,250
0
9,199
7,551 Preliminary plan received and being revised based on Rec & 
Park's initial review of plan.  Awaiting revised plan.
7/18/2024
7/1/2019 REC&PARK
CIP
33720-
55854
LEARY BASKETBALL COURT REPAIRS
                           -   
0 
0 
0 
0 Project funds requested to be transferred to account 33720-
55855.  On RTM's August meeting agenda.
7/16/2024
7/1/2019 REC&PARK
CIP
33720-
55855
TOWN HALL BASKETBALL COURT REPAIRS
                249,808 
132,000 
0 
0 
0 Funds requested to be transferred from account 33720-
55855.  An additional appropriation of $117,808 approved 
by BOF.  Going before RTM on August meeting.
7/16/2024
REC&PARK
CNR
20537-
57735
LEARY PARK ROAD/PARKING LOT
                  20,000 
0 
20,000 
0 
0 Had discussions with DPW Director on project and what 
improvements can be completed with current budget.  
Funds to be used to make an ADA accessible walkway from 
parking lot to courts.
7/16/2024
8/3/2022 WUC
ARPA
23507-
55012
OLD NORWICH PS UPGRADE
             1,097,939                            -   
0 
895,817 
163,410 Ongoing.  Roof Complete. New Door Installed, Next phase - 
have gas line installed.
7/11/2024
8/3/2022 WUC
ARPA
23507-
55014
FARGO LANE WATER TOWER
             1,196,933                            -   
0 
913,912 
283,012 Project awarded to  Utility Service Company.  Tank drained 
and contractor setting up containment system.  Inspection 
showed significant pitting. Corrosion corrected with epoxy 
coating; fill pipe replaced.  Estimated completion date - Fall 
2024
7/11/2024
5

 
sHB5437 / File No. 668 
 
1 
 
 
House of Representatives 
 
 
File No. 668 
General Assembly 
 
February Session, 2024 
(Reprint of File No. 592) 
 
Substitute House Bill No. 5437 
 
As Amended by House Amendment 
Schedule "A" 
 
 
 
Approved by the Legislative Commissioner 
May 3, 2024 
 
AN ACT CONCERNING EDUCATION MANDATE RELIEF, SCHOOL 
DISCIPLINE AND DISCONNECTED YOUTH. 
Be it enacted by the Senate and House of Representatives in General 
Assembly convened: 
 
Section 1. (NEW) (Effective July 1, 2024) (a) There is established the 
1 
Education Mandate Review Advisory Council. The council shall advise 
2 
and provide annual reports to the joint standing committee of the 
3 
General Assembly having cognizance of matters relating to education 
4 
on the cost and implementation of existing education mandates on local 
5 
and regional boards of education, as well as the impact of any proposals 
6 
relating to additions or revisions to such education mandates. Such 
7 
annual reports may include, but need not be limited to, (1) a review of 
8 
education mandates on local and regional boards of education in the 
9 
general statutes and the regulations of Connecticut state agencies for the 
10 
purpose of identifying those mandates that may be burdensome or have 
11 
the effect of limiting or restricting the provision of instruction or services 
12 
to students, including a detailed analysis of each such mandate so 
13 
identified, the specific statutory or regulation citation for such mandate 
14 

sHB5437 
File No. 668 
 
sHB5437 / File No. 668 
 
2 
 
and how such mandate is imposed on a board of education, and (2) any 
15 
recommendations regarding the repeal of or amendment to any such 
16 
sections of the general statutes or regulations of Connecticut state 
17 
agencies. 
18 
(b) The council shall consist of the following members: 
19 
(1) One appointed by the speaker of the House of Representatives, 
20 
who shall be a representative of the Connecticut Association of Boards 
21 
of Education; 
22 
(2) One appointed by the president pro tempore of the Senate, who 
23 
shall be a representative of the Connecticut Association of Public School 
24 
Superintendents; 
25 
(3) One appointed by the majority leader of the House of 
26 
Representatives, who shall be a representative of the Connecticut 
27 
Association of Schools; 
28 
(4) One appointed by the majority leader of the Senate, who shall be 
29 
a representative of the Connecticut Association of School Business 
30 
Officials; 
31 
(5) One appointed by the minority leader of the House of 
32 
Representatives, who shall be a member of a local or regional board of 
33 
education; 
34 
(6) One appointed by the minority leader of the Senate, who shall be 
35 
a 
representative 
of 
the 
Connecticut 
Federation 
of 
School 
36 
Administrators; 
37 
(7) One appointed by the House chairperson of the joint standing 
38 
committee of the General Assembly having cognizance of matters 
39 
relating to education, who shall be a paraeducator in a public school in 
40 
this state; 
41 
(8) One appointed by the Senate chairperson of the joint standing 
42 
committee of the General Assembly having cognizance of matters 
43 

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relating to education, who shall be a teacher in a public school in this 
44 
state; 
45 
(9) One appointed by the House ranking member of the joint standing 
46 
committee of the General Assembly having cognizance of matters 
47 
relating to education, who shall be a paraeducator in a public school in 
48 
this state; and 
49 
(10) One appointed by the Senate ranking member of the joint 
50 
standing committee of the General Assembly having cognizance of 
51 
matters relating to education, who shall be a teacher in a public school 
52 
in this state. 
53 
(c) All initial appointments to the council shall be made not later than 
54 
August 1, 2024. The initial terms for the members appointed shall 
55 
terminate on January 31, 2029. Terms following the initial terms shall be 
56 
for five years. Any member of the council may serve more than one 
57 
term. Any vacancy shall be filled by the appointing authority. 
58 
(d) The speaker of the House of Representatives and the president 
59 
pro tempore of the Senate shall select the chairpersons of the council 
60 
from among the members of the council. Such chairpersons shall 
61 
schedule the first meeting of the council, which shall be held not later 
62 
than October 1, 2024. 
63 
(e) The administrative staff of the joint standing committee of the 
64 
General Assembly having cognizance of matters relating to education 
65 
shall serve as administrative staff of the council. 
66 
(f) Not later than January 1, 2025, and annually thereafter, the council 
67 
shall develop and submit an annual report on its review of the 
68 
implementation and cost of statutory and regulatory education 
69 
mandates on local and regional boards of education. Such annual report 
70 
shall include, but need not be limited to, (1) a review of all existing 
71 
education mandates required by state law, (2) the costs incurred by local 
72 
and regional boards of education resulting from the implementation of 
73 
such education mandates, and (3) how such education mandates are 
74 

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being implemented by local and regional boards of education, 
75 
including, but not limited to, the manner in which and how often such 
76 
education mandate is being implemented. The council shall submit such 
77 
report, and any recommendations for legislation, to the joint standing 
78 
committee of the General Assembly having cognizance of matters 
79 
relating to education and the Commissioner of Education, in accordance 
80 
with the provisions of section 11-4a of the general statutes. 
81 
Sec. 2. Subsection (a) of section 10-220a of the 2024 supplement to the 
82 
general statutes is repealed and the following is substituted in lieu 
83 
thereof (Effective July 1, 2024): 
84 
(a) Each local or regional board of education shall provide an in-
85 
service training program for its teachers, administrators and pupil 
86 
personnel who hold the initial educator, provisional educator or 
87 
professional educator certificate. Such program shall provide such 
88 
teachers, administrators and pupil personnel with information on (1) 
89 
the nature and the relationship of alcohol and drugs, as defined in 
90 
section 21a-240, to health and personality development, and procedures 
91 
for discouraging their abuse, (2) health and mental health risk reduction 
92 
education that includes, but need not be limited to, the prevention of 
93 
risk-taking behavior by children and the relationship of such behavior 
94 
to substance abuse, pregnancy, sexually transmitted diseases, including 
95 
HIV-infection and AIDS, as defined in section 19a-581, violence, teen 
96 
dating violence, domestic violence and child abuse, (3) school violence 
97 
prevention, conflict resolution [,] and the prevention of and response to 
98 
youth suicide, [and the identification and prevention of and response to 
99 
bullying, as defined in subsection (a) of section 10-222d, except that (A) 
100 
those boards of education that implement any evidence-based model 
101 
approach that is approved by the Department of Education and is 
102 
consistent with subsection (c) of section 10-145a, sections 10-222d, 10-
103 
222g and 10-222h, subsection (g) of section 10-233c and sections 1 and 3 
104 
of public act 08-160, shall not be required to provide in-service training 
105 
on the identification and prevention of and response to bullying, and 
106 
(B)] provided such school violence prevention training shall be in a 
107 
manner prescribed in a school security and safety plan, in accordance 
108 

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with the provisions of section 10-222n, (4) cardiopulmonary 
109 
resuscitation and other emergency life saving procedures, (5) the 
110 
requirements and obligations of a mandated reporter, (6) the detection 
111 
and recognition of, and evidence-based structured literacy interventions 
112 
for, students with dyslexia, as defined in section 10-3d, [(7) culturally 
113 
responsive pedagogy and practice, including, but not limited to, the 
114 
video training module relating to implicit bias and anti-bias in the hiring 
115 
process in accordance with the provisions of section 10-156hh, (8) the 
116 
principles and practices of social-emotional learning and restorative 
117 
practices, (9)] (7) the laws governing the implementation of planning 
118 
and placement team meetings and concerning plans pursuant to Section 
119 
504 of the Rehabilitation Act of 1973, as amended from time to time, 
120 
[(10)] (8) an annual update of the new state and federal policies 
121 
concerning special education, recommendations and best practices, and 
122 
[(11)] (9) emergency response to students who experience a seizure in a 
123 
school, including, but not limited to, the recognition of the signs and 
124 
symptoms of seizures, the appropriate steps for seizure first aid, 
125 
information about seizure action plans for students and, for those 
126 
authorized to administer medication under section 10-212a, the 
127 
administration of seizure rescue medication or prescribed electrical 
128 
stimulation using a Vagus Nerve Stimulator magnet. The manner and 
129 
frequency of the provision of the information described in subdivisions 
130 
(1) to (9), inclusive, of this subsection shall be determined by the 
131 
professional development and evaluation committee, established 
132 
pursuant to subsection (b) of this section, provided such information is 
133 
provided at least once every five years. Each local or regional board of 
134 
education shall allow any [school] paraeducator or noncertified 
135 
employee to participate, on a voluntary basis, in any in-service training 
136 
program provided pursuant to this section. 
137 
Sec. 3. Subsection (a) of section 10-220a of the 2024 supplement to the 
138 
general statutes, as amended by section 60 of public act 23-167, is 
139 
repealed and the following is substituted in lieu thereof (Effective July 1, 
140 
2025): 
141 
(a) Each local or regional board of education shall provide an in-
142 

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service training program for its teachers, administrators and pupil 
143 
personnel who hold the initial educator, provisional educator or 
144 
professional educator certificate. Such program shall provide such 
145 
teachers, administrators and pupil personnel with information on (1) 
146 
the nature and the relationship of alcohol and drugs, as defined in 
147 
[subdivision (17) of] section 21a-240, to health and personality 
148 
development, and procedures for discouraging their abuse, (2) health 
149 
and mental health risk reduction education that includes, but need not 
150 
be limited to, the prevention of risk-taking behavior by children and the 
151 
relationship of such behavior to substance abuse, pregnancy, sexually 
152 
transmitted diseases, including HIV-infection and AIDS, as defined in 
153 
section 19a-581, violence, teen dating violence, domestic violence and 
154 
child abuse, (3) school violence prevention, conflict resolution [,] and the 
155 
prevention of and response to youth suicide, [and the identification and 
156 
prevention of and response to bullying, as defined in section 10-222aa, 
157 
except that those boards of education that implement any evidence-
158 
based model approach that is approved by the Department of Education 
159 
and is consistent with subsection (c) of section 10-145a, subsection (g) of 
160 
section 10-233c and sections 1 and 3 of public act 08-160, shall not be 
161 
required to provide in-service training on the identification and 
162 
prevention of and response to bullying] provided such school violence 
163 
prevention training shall be in a manner prescribed in a school security 
164 
and safety plan, in accordance with the provisions of section 10-222n, (4) 
165 
cardiopulmonary resuscitation and other emergency life saving 
166 
procedures, (5) the requirements and obligations of a mandated 
167 
reporter, (6) the detection and recognition of, and evidence-based 
168 
structured literacy interventions for, students with dyslexia, as defined 
169 
in section 10-3d, (7) [culturally responsive pedagogy and practice, 
170 
including, but not limited to, the video training module relating to 
171 
implicit bias and anti-bias in the hiring process in accordance with the 
172 
provisions of section 10-156hh, and (8) the principles and practices of 
173 
social-emotional learning and restorative practices] the laws governing 
174 
the implementation of planning and placement team meetings and 
175 
concerning plans pursuant to Section 504 of the Rehabilitation Act of 
176 
1973, as amended from time to time, (8) an annual update of the new 
177 

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state 
and 
federal 
policies 
concerning 
special 
education, 
178 
recommendations and best practices, and (9) emergency response to 
179 
students who experience a seizure in a school, including, but not limited 
180 
to, the recognition of the signs and symptoms of seizures, the 
181 
appropriate steps for seizure first aid, information about seizure action 
182 
plans for students and, for those authorized to administer medication 
183 
under section 10-212a, the administration of seizure rescue medication 
184 
or prescribed electrical stimulation using a Vagus Nerve Stimulator 
185 
magnet. The manner and frequency of the provision of the information 
186 
described in subdivisions (1) to (9), inclusive, of this subsection shall be 
187 
determined by the professional development and evaluation committee, 
188 
established pursuant to subsection (b) of this section, provided such 
189 
information is provided at least once every five years. Each local or 
190 
regional board of education may allow any [paraprofessional] 
191 
paraeducator or noncertified employee to participate, on a voluntary 
192 
basis, in any in-service training program provided pursuant to this 
193 
section. 
194 
Sec. 4. Subsection (b) of section 10-222d of the general statutes is 
195 
repealed and the following is substituted in lieu thereof (Effective July 1, 
196 
2024): 
197 
(b) Each local and regional board of education shall develop and 
198 
implement a safe school climate plan to address the existence of bullying 
199 
and teen dating violence in its schools. Such plan shall: (1) Enable 
200 
students to anonymously report acts of bullying to school employees 
201 
and require students and the parents or guardians of students to be 
202 
notified at the beginning of each school year of the process by which 
203 
students may make such reports, (2) enable the parents or guardians of 
204 
students to file written reports of suspected bullying, (3) require school 
205 
employees who witness acts of bullying or receive reports of bullying to 
206 
orally notify the safe school climate specialist, described in section 10-
207 
222k, or another school administrator if the safe school climate specialist 
208 
is unavailable, not later than one school day after such school employee 
209 
witnesses or receives a report of bullying, and to file a written report not 
210 
later than two school days after making such oral report, (4) require the 
211 

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safe school climate specialist to investigate or supervise the 
212 
investigation of all reports of bullying and ensure that such 
213 
investigation is completed promptly after receipt of any written reports 
214 
made under this section and that the parents or guardians of the student 
215 
alleged to have committed an act or acts of bullying and the parents or 
216 
guardians of the student against whom such alleged act or acts were 
217 
directed receive prompt notice that such investigation has commenced, 
218 
(5) require the safe school climate specialist to review any anonymous 
219 
reports, except that no disciplinary action shall be taken solely on the 
220 
basis of an anonymous report, (6) include a prevention and intervention 
221 
strategy, as defined by section 10-222g, for school employees to deal 
222 
with bullying and teen dating violence, (7) provide for the inclusion of 
223 
language in student codes of conduct concerning bullying, (8) require 
224 
each school to notify the parents or guardians of students who commit 
225 
any verified acts of bullying and the parents or guardians of students 
226 
against whom such acts were directed not later than forty-eight hours 
227 
after the completion of the investigation described in subdivision (4) of 
228 
this subsection (A) of the results of such investigation, and (B) verbally 
229 
and by electronic mail, if such parents' or guardians' electronic mail 
230 
addresses are known, that such parents or guardians may refer to the 
231 
plain language explanation of the rights and remedies available under 
232 
sections 10-4a and 10-4b published on the Internet web site of the local 
233 
or regional board of education pursuant to section 10-222r, (9) require 
234 
each school to invite the parents or guardians of a student against whom 
235 
such act was directed to a meeting to communicate to such parents or 
236 
guardians the measures being taken by the school to ensure the safety 
237 
of the student against whom such act was directed and policies and 
238 
procedures in place to prevent further acts of bullying, (10) require each 
239 
school to invite the parents or guardians of a student who commits any 
240 
verified act of bullying to a meeting, separate and distinct from the 
241 
meeting required in subdivision (9) of this subsection, to discuss specific 
242 
interventions undertaken by the school to prevent further acts of 
243 
bullying, (11) establish a procedure for each school to document and 
244 
maintain records relating to reports and investigations of bullying in 
245 
such school and to maintain a list of the number of verified acts of 
246 

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bullying in such school and make such list available for public 
247 
inspection, and annually report such number to the Department of 
248 
Education, and in such manner as prescribed by the Commissioner of 
249 
Education, (12) direct the development of case-by-case interventions for 
250 
addressing repeated incidents of bullying against a single individual or 
251 
recurrently perpetrated bullying incidents by the same individual that 
252 
may 
include 
both 
counseling 
and 
discipline, 
(13) 
prohibit 
253 
discrimination and retaliation against an individual who reports or 
254 
assists in the investigation of an act of bullying, (14) direct the 
255 
development of student safety support plans for students against whom 
256 
an act of bullying was directed that address safety measures the school 
257 
will take to protect such students against further acts of bullying, (15) 
258 
require the principal of a school, or the principal's designee, to notify the 
259 
appropriate local law enforcement agency when such principal, or the 
260 
principal's designee, believes that any acts of bullying constitute 
261 
criminal conduct, (16) prohibit bullying (A) on school grounds, at a 
262 
school-sponsored or school-related activity, function or program 
263 
whether on or off school grounds, at a school bus stop, on a school bus 
264 
or other vehicle owned, leased or used by a local or regional board of 
265 
education, or through the use of an electronic device or an electronic 
266 
mobile device owned, leased or used by the local or regional board of 
267 
education, and (B) outside of the school setting if such bullying (i) 
268 
creates a hostile environment at school for the student against whom 
269 
such bullying was directed, or (ii) infringes on the rights of the student 
270 
against whom such bullying was directed at school, or (iii) substantially 
271 
disrupts the education process or the orderly operation of a school, (17) 
272 
require, at the beginning of each school year, each school to provide all 
273 
school employees with a written or electronic copy of the school 
274 
district's safe school climate plan, and (18) require that all school 
275 
employees annually complete the training described in [section 10-220a 
276 
or] section 10-222j. The notification required pursuant to subdivision (8) 
277 
of this subsection and the invitation required pursuant to subdivision 
278 
(9) of this subsection shall include a description of the response of school 
279 
employees to such acts and any consequences that may result from the 
280 
commission of further acts of bullying. 
281 

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Sec. 5. Section 10-233m of the 2024 supplement to the general statutes 
282 
is repealed and the following is substituted in lieu thereof (Effective July 
283 
1, 2024): 
284 
Each local or regional board of education that assigns a school 
285 
resource officer to any school under the jurisdiction of such board shall 
286 
enter into a memorandum of understanding with a local law 
287 
enforcement agency regarding the role and responsibility of such school 
288 
resource officer. Such memorandum of understanding shall (1) be 
289 
maintained in a central location in the school district and posted on the 
290 
Internet web site of the school district and each school in which such 
291 
school resource officer is assigned, (2) include provisions addressing 
292 
daily interactions between students and school personnel with school 
293 
resource officers, and (3) include a graduated response model for 
294 
student discipline. Any such memorandum of understanding entered 
295 
into, extended, updated or amended (A) on or after July 1, 2021, shall 
296 
include a provision that requires all school resource officers to complete, 
297 
while in the performance of their duties as school resource officers and 
298 
during periods when such school resource officers are assigned to be at 
299 
the school, any separate training specifically related to social-emotional 
300 
learning and restorative practices provided to certified employees of the 
301 
school pursuant to [sections] section 10-148a, [and 10-220a,] and (B) on 
302 
or after July 1, 2023, shall include provisions specifying a school 
303 
resource officer's duties concerning, and procedures for, the restraint of 
304 
students, use of firearms, school-based arrests and reporting of any 
305 
investigations and behavioral interventions of challenging behavior or 
306 
conflict that escalates to violence or constitutes a crime, pursuant to the 
307 
provisions of section 10-233p, as amended by this act, provided such 
308 
provisions are in accordance with any laws or policies concerning the 
309 
duties of police officers. For the purposes of this section, "school 
310 
resource officer" means a sworn police officer of a local law enforcement 
311 
agency who has been assigned to a school pursuant to an agreement 
312 
between the local or regional board of education and the chief of police 
313 
of a local law enforcement agency. 
314 
Sec. 6. Subsection (a) of section 22a-226e of the 2024 supplement to 
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the general statutes is repealed and the following is substituted in lieu 
316 
thereof (Effective July 1, 2024): 
317 
(a) (1) On and after January 1, 2014, each commercial food wholesaler 
318 
or distributor, industrial food manufacturer or processor, supermarket, 
319 
resort or conference center that is located not more than twenty miles 
320 
from an authorized source-separated organic material composting 
321 
facility and that generates an average projected volume of not less than 
322 
one hundred four tons per year of source-separated organic materials 
323 
shall: (A) Separate such source-separated organic materials from other 
324 
solid waste; and (B) ensure that such source-separated organic materials 
325 
are recycled at any authorized source-separated organic material 
326 
composting facility that has available capacity and that will accept such 
327 
source-separated organic material. 
328 
(2) On and after January 1, 2020, each commercial food wholesaler or 
329 
distributor, industrial food manufacturer or processor, supermarket, 
330 
resort or conference center that is located not more than twenty miles 
331 
from an authorized source-separated organic material composting 
332 
facility and that generates an average projected volume of not less than 
333 
fifty-two tons per year of source-separated organic materials shall: (A) 
334 
Separate such source-separated organic materials from other solid 
335 
waste; and (B) ensure that such source-separated organic materials are 
336 
recycled at any authorized source-separated organic material 
337 
composting facility that has available capacity and that will accept such 
338 
source-separated organic material. 
339 
(3) On and after January 1, 2022, each commercial food wholesaler or 
340 
distributor, industrial food manufacturer or processor, supermarket, 
341 
resort or conference center that is located not more than twenty miles 
342 
from 
either 
an 
authorized 
source-separated 
organic 
material 
343 
composting facility an authorized transfer station or any collection 
344 
location authorized to receive source-separated organic materials, and 
345 
that generates an average projected volume of not less than twenty-six 
346 
tons per year of source-separated organic materials shall: (A) Separate 
347 
such source-separated organic materials from other solid waste; and (B) 
348 

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ensure that such source-separated organic materials are recycled at any 
349 
authorized source-separated organic material composting facility that 
350 
has available capacity and that will accept such source-separated 
351 
organic material. 
352 
(4) On and after January 1, 2025, each commercial food wholesaler or 
353 
distributor, industrial food manufacturer or processor, supermarket, 
354 
resort, conference center or institution that generates an average 
355 
projected volume of not less than twenty-six tons per year of source-
356 
separated organic materials shall: (A) Separate such source-separated 
357 
organic materials from other solid waste; and (B) ensure that such 
358 
source-separated organic materials are recycled at any authorized 
359 
source-separated organic material composting facility that has available 
360 
capacity and that will accept such source-separated organic material. 
361 
For the purposes of this section "institution" means any establishment 
362 
engaged in providing hospitality, entertainment or rehabilitation and 
363 
health care services, and any hospital, public or [private educational] 
364 
independent institution of higher education building or facility or 
365 
correctional facility. 
366 
(5) On and after July 1, 2026, each public or nonpublic school building 
367 
or educational facility in which students in grades kindergarten to 
368 
twelve, inclusive, or any combination thereof, are enrolled, that is 
369 
located not more than twenty miles from either an authorized source-
370 
separated organic material composting facility and that generates an 
371 
average projected volume of not less than twenty-six tons per year of 
372 
source-separated organic materials shall: (A) Separate such source-
373 
separated organic materials from other solid waste; and (B) ensure that 
374 
such source-separated organic materials are recycled at any authorized 
375 
source-separated organic material composting facility that has available 
376 
capacity and that will accept such source-separated organic material. 
377 
Sec. 7. Section 10-248a of the general statutes is repealed and the 
378 
following is substituted in lieu thereof (Effective from passage): 
379 
For the fiscal year ending June 30, [2020] 2