Board of Selectmen Special Budget Meeting

AGENDA
Tuesday, February 3, 2026
4:00 PM
Waterford Town Hall
PROCEDURE: The Board of Selectmen will hear budget requests in accordance
with the below agenda for the Budget meeting, which begins at 4:00pm:
The Board of Selectmen to consider and act on the following proposed budgets and
at the appropriate time forward to the Board of Finance for its consideration of and
action on the FY27 Budgets: | — ow
A RS
A. Call to Order & Roll Call: . & Be
B. Pledge of Allegiance ge 5 ss
C. Public Comment: zo 7 33
D. Consider and act on the following budget requests: ay as) ae
Bae = 78
1. Tax Collector - To consider and act on the propdsed EY27 Bax
Collector budget request in the amount of $233,609.
2. Assessor - To consider and act on the proposed FY27 Assessor budget
request in the amount of $351,260.
3. Board of Assessment Appeals - To consider and act on the proposed
FY27 Board of Assessment Appeals budget request in the amount of
$5,693.
4. Human Resources Department - To consider and act on the proposed
FY27 Human Resources Department budget request in the amount of
$256,477,
5. Legal Department- To consider and act on the proposed FY27 Legal
Department budget request in the amount of $295,000.
6. Registrars of Voters — To consider and act on the proposed FY27
Registrars of Voters budget request in the amount of $119,293.
7. Board of Selectmen - To consider and act on the proposed FY27
E. Recess:
Board of Selectmen budget request in the amount of $207,470.

10107 FINANCE DEPARTMENT 761,497 784,326 0 431,364 805,507 21,181 2.70%
10108 LEGAL DEPARTMENT 286,169 295,000 0 291,458 295,000 0 0.00%!
10109 TOWN CLERK 260,585 272,301 0 122,720 271,688 (613) 0.23%
10110 PLANNING & ZONING 660,450 695,016 0 314,468 699,654 4,638 0.67%)
10111 BUILDING MAINTENANCE 1,152,391 1,020,000 0 669,801 | _ 1,217,876 197,876 19.40%
10112 INSURANCE 4,849,536 5,604,561 o| 3,611,694 | _ 5,947,106 342,545 6.11%
10113 ECONOMIC DEVELOPMENT COMM 9,191 25,352 0 9,462 25,407 55 0.22%
10114 CONSERVATION COMMISSION 5,031 18,250 0 10,317 18,250 0 0.00%
10115 ZONING BOARD OF APPEALS 2,108 4,310 0 2,960 4,310 0 0.00%
10116 RETIREMENT COMMISSION 7,461,685 7,200,257 Of 3,939,325] 8,301,874 1,101,617 15.30%
10117 REPRESENTATIVE TOWN MTG. 17,085 17,403 0 15,652 17,802 399 2.29%
10118 BUILDING DEPARTMENT 264,700 321,515 0 111,881 355,537 34,022 10.58%
10119 YOUTH & FAMILY SERVICES 289,113 307,435 0 113,992 292,078 (15,357) ~5.00%
10120 SOC. SVC, GRANTS/MISC. 99,380 103,540 0 72,860 122,825 19,315 18.66%
10121 CONTINGENCY 263,706 265,000 0 7,113 285,000 20,000 7.55%
10122 EMERGENCY MANAGEMENT 1,086,655 1,230,035 0 521,510 | 1,270,180 40,145 3.26%
10123 FIRE SERVICES 3,618,796 3,958,130 88,640 1,874,316 | 4,345,218 387,088 9.78%
10129 POLICE DEPARTMENT 7,054,299 7,215,097 of _2,369,159| 7,321,043 105,946 1.47%
10130 PUBLIC WORKS DEPARTMENT 4,705,872 5,154,902 oO; 2,320,484] 5,312,218 157,316 3.05%
10132 CONSERVATION OF HEALTH 148,407 155,063 0 155,063 160,368 5,305 3.42%
10133 PUBLIC HEALTH NURSING SERV. 25,862 21,600 0 1,100 17,280 (4,320) =20.00%|
5 SENIOR CITIZENS COMMISSION 524,333 523,586 0 266,193 528,682 5,096 0.97%
5 WATERFORD PUBLIC LIBRARY 1,012,967 1,012,780 0 495,299 |__1,045,991 33,211 3.28%
10137 RECREATION & PARKS COMM. 1,487,357 1,535,328 0 824,869 | 1,608,405 73,077 4.76%
10141 FLOOD & EROSION CONTROL BD 327 1,109 0 168 1,104 (5) -0.45%
10143 ETHICS COMMISSION 540 900 0 526 900 0 0.00%
10145 HUMAN RESOURCES DEPT. 224,945 244,204 0 143,365 256,477 12,273 5.03%
10147 INFORMATION TECHNOLOGY 1,203,901 1,214,796 oO} _1,003,971| 1,380,069 165,273 13.61%
10138 CURRENT YEAR CAPITAL IMPR. 2,634,168 1,101,089 1,101,089 | _3,669,490 2,568,401 233.26%
10140 TRANS TO CAP & NON-REC. 4,296,312 773,264 773,264 816,971 43,707 5.65%
10139 DEBT SERVICE 8,109,746 7,964,500 7,354,264 | _ 7,922,996 41,504) -0.52%
BOARD OF EDUCATION:
10160 [OPERATING BUDGET 57,500,835| 59,828,308 (59,828,308) -100.00%'
TOTAL BOE OPERATIONS 57,500,835 | _ 59,828,308 0] (59,828,308) =100.00%
TOTAL BOARD OF EDUCATION FUNDS BEING REQUESTED/PROPOSED
Operating (account 10160)
Capital (accounts 10138 & 10140)
Fleet Management Plan
Debt Payments (account 10139)
Retirement (account 10116)
GRAND TOTAL BOE BUDGET
858,307
144,000
6,506,701
1,678,715
9,187,723

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FISCAL YEAR 2027 BUDGET
WATERFORD TAX COLLECTOR
Functional Description of the Duties of the Tax Office
The purpose of the Tax Office is to bill and collect municipal real estate, business personal property, and motor vehicle taxes;
conform to all state statutes for collection and reporting, as well as to provide information regarding taxes to taxpayers and
various agencies upon demand. The office is responsible for the accuracy and legality of all steps in the billing, adjustment,
»ollection, deposit, and reporting process.
“The Grand List 2024 levy totaled $104,077,869,51, an increase of $3,976,159.52 or 3.97% compared to the GL 2023 levy. As of
the end of FY 2025, the tax office had achieved an overall collection rate as follows:
Real Estate: 99,69%
Personal Property: 99.91%
Motor Vehicle: 97.77%
Motor Vehicle Supplemental: 93.73%
Totai Collection Rate: 99.62%
State statutes govern the tax collection process almost entirely, Tax bill preparation and delivery, the collection calendar,
collection procedures, interest rates, fees, and collection tools specified in the statutes, such as:
42-130 Failure to send or receive bill: Failure to send out or receive any such bill or statement shail not invalidate the tax
42-146 No tax installment shall be construed to be delinquent...if...the envelope containing such tax,,.bears a postmark
showing a date within the time allowed by statute..
42-146 If any tax due...is not paid in full...the whole or such part as is unpaid...shail be subject to interest from the due date of
such delinquent instaliment. :
There is no provision in the statutes for a tax collector to waive interest except for a taxpayer who has received
compensation under Chapter 968 as a crime victim.
The majority of the required billing Information comes from the Assessor's Office, often in conjunction with the Connecticut
Department of Motor Vehicles. The daily work necessitates a close working relationship with those offices as well as the Town
Clerk, Finance Department, Town Treasurer, and various other agencies. The 2024 levy generated 33,938 tax bills: 9,606 real
estate, 1,258 personal property, 20,714 motor vehicle bills and this year we started billing a portion of the supplemental (partial
year) motor vehicle bills. In July, there were 2,260 supplemental motor vehicle bills. The remaining half will be billed in January.
JA Look Ahead:
ig
The Tax Office has no specific plans for capital requests or purchases and we are currently at a minimal staffing level.
We continue to investigate options that will reduce overhead costs for the Town and for the taxpayers including, but not limited
to, the most cost-efficient online payment opportunities and the new collection agency with which we have contracted.

Personnel Cost: $186,608
This is an increase of $4,247 (2.33%).
Backup Page: 6-7
LI. 51010 Elected Officials: $91,940
At the 2/7/2022 meeting of the RTM, that body voted to increase the elected officials’
salaries by the lowest of the following criteria:
4. The percentage increase of the CPI-U from July of the preceding fiscal year;
2. One-Half (50%) of the percentage increase approved for non-union management;
3. One point five percent (1.5%)
At the 12/1/2025 meeting of the RTM, salaries of the non-union managers were approved at
a 2.5% increase thereby setting the salaries of elected officials at 1.25%.
LI. 51210 Clerical/Technical: $81,407
This is an increase of $2,811 (3.58%). The salary for the Tax Office's full-time
Accounts Receivable Clerk is determined by a negotiated contract between the Town and
Local 1303-037. The increase of the full-time clerk is 2.35% and the increase of the non-
union part-time clerk is 5.06%
The Town of Waterford has set the Seasonal Clerk wage scale at $17.50 as of
7/1/2026. | have recalculated the necessary hours and days for our seasonal employee per
the recommended budget amount from the Finance Department. There are 23 days
necessary for this year’s collection month. At the 400 hours ($1750.00) calculated by Finance
for the budget, this would limit the position to only 4 hour per day as opposed to the historical
5-hour day.
L151920 FICA: $13,261
This is an increase of $301 (2.32%). FICA is budgeted at 7.65% of all wages.
Services: $46,411,
This is an increase of $1,355 (3.01%).
Li 52010 Advertising: $730
State statute 12-145 requires publication of tax notices six times per year in a local
newspaper: three times for each of the collection months. Rates are for publication in the
Waterford Times. | have been in contact with The Day legal ad department and they are
stating that the price will be increasing, therefore jam budgeting a 5.8% increase.

FY 2019 $5,348 FY 2022 $6,662 FY 2025 $8752
FY 2020 $5,552 FY 2023 $7559
FY 2021 $4,874 FY 2024 $9357
“SAALAT:
21269 Cc
; " $2,8 894.40, "Da Statements _ oo.
July 2025, ‘Metered Mail | ~~
Postage
“Sept 2025 Metered Mail! $1,837. 26:Demands _
i Actual;Postage ot, $107. 88! PP. Lien Notice |
Oct 2025 ,Metered Mail ‘ :
“Nov 2024 | ‘Metered. Mail aL.
‘Postage i
Dec 2024 .Metered Mail ;
: _, Postage |, 20
‘Jan 2025 _ Metered Mail i$:
‘Postage _
"Feb 2025 ‘Metered Mail i $1, 342. 33° DQ Statements
:Postage $69.30:
Mar 2025 ; Metered _ $700. 35 [Demands _
‘ $16.20:
‘Apr. 3025 | ‘Metered Ma ""$7a9,90\Lien Notices |
{
‘Postage (0 $4,505 Co FL
May 2025. “Metered Mail, $57.96) OC
ostage, | |, $270" Seen
‘Metered Mail i _ $63, 74) (DQ Statements . _
‘Postage | $0. 00,
fo {$10,016.93 .

Data Services expenses in the backup.
| have eliminated the expenses for Invoice Cloud as we will be changing our online payment
processor and that company does not charge those fees.
Quality Data Service — All Billing Services $34,323.51
Last year $29,573.84 (Backup: Pages 15-17)
This is an increase of $1,749.67 (6.92%)
This year $13,357.50 of software support moved to IT budget.
Last year: $12,760.00
S DMV — Access DMV database for current address
; and registration information (Backup: Page 18) $250
New Employee Background Check $45
L1 52040 Service Contracts and Repairs: $1067
This is for the lease payments on the Ricoh copier and copy fees based on usage.
Copier/Printer Lease ; $1067
Ricoh copier lease: $77.23 per month $926.76
Copy fees: $0.007 per copy ; $140.00
4 Year Average: $142.45
2022: $ 146.85
2023: $ 127.19
2024: $ 174.35
\ 2028: $121.41

New London County Tax Collectors Ass n $ 40
Northeast Regional Tax Collectors & Treasurers Ass'n $ 40
Conferences:
Connecticut Tax Collectors’ Association (CTx) $ 800
Northeast Regional Tax Collectors & Treasurers Ass'n $ 900
CTx Spring Meeting $ 70
CTx Fall Meeting $ 70
LI 53010 Supplies: $ 590
Supplies that are specific to departments are now
in each department's budget in addition to some supplies
that are no longer in the Finance Department purview.
(Backup: Pages 25-27)
Toner for HP printer M402n (Printer @ Soulinda’s Desk) $ 180
Receipt Paper for Validator (100 @ $1.89)
{Current purchase 120 rolls] $ 170
Validator Ribbons (20 @ $6.99) $ 140
Miscellaneous Non-Finance Supplies
Rubber Bands, Red Pens, Calendars, colored Sharpies,
Pencils, Colored highlighters, Address Labels, canned air .
batteries etc. $ 100
ry205 tO Bk aad
FY 2026 ytd 120 : 10 :
Li 54060 Office Equipment: $0

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DEPART
LINE:IT!
2 Year Average
THRU 11/30
Beach Admisston Fees
Benefit Assessments
Bulky Waste Fees
Conveyance Tax
Copy Fees
Fines/Penalties
Hazardous Household Waste
Inspection Fees
interest
290,865:
354,675
147,787
322,770
Lien Fees
2,082
3,048
1,152
3,006
Inter-Municipal Revenues
{nvestment Interest
Permitting/Licensing Fees
Program/Registration Fees
Recording Fees
Rentals
Sale of Equipment/Vehicles
Sale of Recyclables
State Operational Grants
Tax Collections-Current Year
96,078,023 98,014,510
77,995,850
97,046,267
Tax Collections - Prior Year
486,706
617,639
278,468
652,173
Versa Kart/Blue Box Purchases
Miscellaneous
Accurint (Personal Search)
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NSF
2,275
2,450
2,035
2,363
UCC Lien Fee
1,340)
1,420
41,446
1,380
Motor Vehicle Fees
23,164)
22,819
18,192
22,992
Warrant Fees
East Lyme Animal Control Fee
Eugene O'Neill Gate Receipts
Alarm Monitoring
‘Alarm Penalties
Enhanced E 9-1-1
Regional Communications Fees
96,885,325 99,016,564 78,414,930
97,950,943 |"
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June Real Estate B
g
g
g
june Motor Vehicle Bills - Printing & Processing $3,724.00 $3,564.40 $159.60 448%
June Personal Property Bills - Printing & Processing $336.00) $332.50 $3.50 1.05%
June CAS! & NCOA $95.00 $90.00 $5.00 5.56%
June Malling Costs $2,700,00 $2,619.50 $80.50 3.07%
June QNest $500.00 $475.00 $25.00 5.26%
june &Z-Track USPS Tracking System $125.00 $125.00 $0.00 0.00%!
June Mailing Envelopes, Preprinted (20,000) $1,100.00 $1,007.50 $92,50 9,18%
June Return Envelopes, Preprinted $4,150.00 $1,057.88 $92.12 8.71%
June First Class Postage $12,100.00 $11,284.00 $816.00 7.23%
June Insert (Brochure) $2,600.00 $2,418.00 $182.00 7.53%
December CASI & NCOA $95.00 $90.00 $5.00 5.56%
December MV Supp ~ Printing & Processing $714.00 $678,30 $35.70 5.26%
December Mailing Costs $344.25 $331.50 $12.75 3.85%
December £Z-Track USPS Tracking $65.00 $60.00 $5.00 8.33%
December Mailing Envelopes $140.25 $127.50 $12.75 10.00%
December Return Envelopes $146.63 $133.88 $12.75 9,52%
Decernber First Class Postage $41,542.75 $1,428.00 $114.75 8.04%
December Insert (Brochure) $146.63 $133.88 $12.75 9.52%
Final Posted Rate Books $1,764.00 $1,764.00 $0,00 0.00%
Binding Final Posted Rate Books $270,006 $270.00 $0.00 0,00%
Inc/Dec
Total $31,323.51 $29,573.84 $1,749.67 5.92%
$44,681.01 $42,333.84 $2,347.17 5.54%
Billing History (# of bills per type)
Bill Type GI 2024 GL 2023
Real Estate 9,606 9,572
Motor Vehicle 20,714 20,692
Personal Property 1,258 4,240
Motor Vehicle Supplemental (GL 2024 July Only) 2,360 3,236
33,938 34,740
as

Description of Services . Est Qty Total
Software Services
Annual Software Support Fee - Revenue Collection Software : ; 1 8,557.50
Annual Subscription Fee - QSearch - Tax Records Web Hosting Service 4 3,360.00
Annual Hardware Maintenance Plan - Epson TMU675 validator 3 915.00
Serial #: 19UG002545
Serial #: J9UFO02529
Serial #: BMLGO12104
DRaaS - Disaster recovery as a service 84 525,06
Printing Services
Setup Charge : a 1 125,00 i
Jun - Printing and Processing RE Bills Including Banks 5,500 1,540.00 :
Jun - Printing and Processing MV Bills 43,300 3,724.00
Jun- Printing and Processing PP Bills 1,200 336.00
Dec - Printing and Processing MVS Bills 2,550 714.00
Book Services
Final Posted Ratebook per CT State Statutes : 3 1,764.00
Binding Final Posted Books 3 270.00
Subtotal - CONTRACTED SERVICE 21,830.50
Grand Total $21,830.50
Finance Dept
Customer Acceptance Signature:
Print Name and Title:
Leo DiNicola, CFO - 203-910-2316 (c) Customer Acceptance Date:
y/ PO#:
[ Signature represents agreement to our Terms & Conditlons: J 2 bl Wuploads202411 2008. STANOARD: 10-CONDITIONS- 10-26-20
ae

Description of Services Est Qty Total
Mailing Services
Jun - CASI certify File 1 95.00
Jun - Fold, Meter, Insert, Tray, Strap and Deliver Mail to Post Office for malling 20,000 2,700.00
Bills (RE, PP, MV)
Jun - QNest Services - QDS patented service , 1 500.00
Jun - EZ-Track USPS Mail tracking system for each individual mailings using QDS 1 125.00
Permit - rate based on pieces processed
Jun - #10 Malling Envelopes 24# WW - 1 sided 20,000 1,160.00
Jun - #9 Return Envelope (BRE) - 1 Sided - Color BLUE Envelope 20,000 1,150.00
Jun ~ 1st Class Postage - CASS Certified Rates 20,000 12,100.00
Jun - TRIFOLD BROCHURE - 8 1/2 x 11 Insert, Black Ink, Color Paper, 24lb, 20,000 2,600.00
duplex - includes tri-fold and inserting with tax bills
Subtotal JUNE 20,370.00
Dec - CASI certify File 1 95.00
Dec - Fold, Meter, Insert, Tray, Strap and Deliver Mall to Post Office for mailing 2,550 344,25
Bills
Dec - EZ-Track USPS Mail tracking system for each individual mailings using QDS 1 65.00
Permit
Dec - #10 Envelopes 248 WW - 1 sided 2,550 140.25
Dec - #9 Return Envelope (BRE) - 1 Sided - Color envelopes 2,550 146.63
Dec - SLIP INSERT - 8 1/2 x 3 1/3 Buckslip Insert, Black Ink, GREEN Paper, 24lb, 2,550 146.63
single - includes inserting with tax bills
Dec - 1st Class Postage* - CASS Certified Rates 2,550 4,542.75
Subtotal DECEMBER 2,480.51
Grand Total $22,850.51
Finance Dept
leo@qds.biz
Customer Acceptance Signature:
Print Name and Title:
Customer Acceptance Date:
PO #:
‘bist is! te adsy2028/t ZKOOS-STANOARD-TEAD CON

Waterford, CT 06385
5/21/2024 4360
DUE DATE
71212024
DESCRIPTION : QTy
-- PAYMENT DUE UPON RECEIPT --
AMOUNT
PERIOD COVERED: 101/24 TO 06/30/25
i |YBARLY BILL FOR ONLINE ACCESS TO MOTOR VEHICLE
INFORMATION. (DMV DIRECT PROGRAM) i : 250.00
* YOU ARE RESPONSIBL2 FOR PAYMENT UNTIL YOU WITHDRAW
FROM THE PROGRAM OR YOU HAVE BEEN NOTIFIED OF
TERMINATION BY DMV
PLEASE CONTACT THE FISCAL OFFICE AT 860-263-5269 WITH ANY
QUESTIONS.
'
FORPAYMEN) of Fie
PLEASE REMIT THB TOTAL DUE TO: APPROVED 2 | fee p
. acct i ae
O' [a
DEPARTMENT OF MOTOR VEHICLES aC LYEAR fake —
a=
3RD FLOOR/FISCAL SERVICES RM 327 TURE :
Ea ee
SIGN
60 STATE STREET DATE Met adie)
WETHERSFIELD, CT 06161 .
Please return one copy of invoice with payment,
Total $250.00
Payments/Credits $0.00
Seat Belts Do Save Lives
DMV is an equal opportunity employer operating under an ap, roBedatae: Bue plan. $250.00
. 12

CTx Dues Membership Form
INVOICE NUMBER
. CTx_Dues_20250145
NAME
Alan Wilensky
ADDRESS
15 Rope Ferry Road
Waterford, CT 06385
~ United States
TITLE
Tax Collector
“sTOWN OR COMPANY
* Waterford
PHONE
860-444-5815
SELECT PAYMENT METHOD
. Pay By Check
Order
_ Tax Collector Dues
Please send your check to:
CTX
eb eee aE UA on thn
EMAIL . ;
" awilensky@waterfordct.org
“Qty Unit Price "price
4 f $75.00 $75.00
$75.00 .
19

COLLECTOR S ASSOCIA
Annual Dues Statement
For 2025
2025 dues:
Member $40.00
Retired $5.00
Please make/remit payment to:
New London County Tax Collectors Assoc
C/O Christine Dixon
East Lyme Tax Collector
PO Box 511
Niantic CT 06357

NRTCTA Membership Application
New & Renewal: July 1, 2025 ~ June 30, 2026
Make checks payable to: NRTCTA. Please forward payment to:
Rosemarie Silva 4 Garfield Terrace, West Warwick, RI 02893.
Questions/Phone: Rosemarie Silva (401) 827-9063 and Jo Anne Santos (401) 364-1217
Individual Membership:
Dues: $ 40,00 Active Member (Also for Each Vendor Representative-see below)
$ 5.00 Retired Member
Your Name:
Title/Position:
E-mail:
Telephone number:
Address:
Name of Community you werk for:
Associate Membership (Business/Vendors)
Dues: $100.00 Per Organization (Associate Business Membership)
Vendors & Business must pay $100 per organization as well as $40 per organization representative.
Name of Company/Organization:
Representative Name(s)/Title(s):
E-mail:
Telephone number:
Address:
me

Attendee information
INVOICE
42025-00059
NAME
+ Alan Wilensky
CITY/TOWN REPRESENTED
- Waterford
MAILING ADDRESS
+ 15 Rope Ferry Road
” Waterford, Connecticut 06385
_ United States
EMAIL
. aWwllensky@waterfordct.ora
PHONE
: (860} 444-5815
DIETARY RESTRICTIONS?
Plan Selection
Payment
PAYMENT OPTION
' Pay By Check
Order
_ Product
. PLAN A- Single Occupancy
+ PLAN A Options; Wed, & Thurs. Room Nights ~ with Meals for
Wed., Thurs., Fri.
Please remember to send your check to:
CTx c/o Milford Tax Collector
Attn: Cory Gumbrewicz
70 W River St, Milford CT 06460
“Unit Price “Price
$750,00 $750.00
Total $750.00

n
VENDORS AND EXHIBITO S $
y
p y
separate charge of $50 if you require electricity at your table. These charges are due IN ADDITION TO your
conference registration costs, which are the same as our tax collector (member) costs (for lodging and meals).
Please email Paula Usher ati usherp@bethel-ct.gov or Lisa Biagiarelli at: Lbiaglar@norwalkct.gov for detalis. Paula
is in charge of vendors. You will still send your reservation form to Maecl Evans.
For ROOM RESERVATIONS: All attendees must reserve room(s) for this event through the NRTCTA. Please do
not call the hotel directly. Please do not use other travel sites online to reserve a room at this venue for
this event.
Checks payable to: NRTCTA. Please send to: Maecl Evans, Treasurer c/o Town of Fairfield, 611 Old Post Road,
Fairfield, CT 06824. mevans@fairfleldct.org. General conference questions: Lblagiar@norwalkct.gov .
Visit our website: www.nrtcta.org for details, including a registration form and preliminary agenda.
Program Is expected to include up to 12,5 hours of class time over 2 % days, and will feature speakers from as
many member states as possible!
CONTINUING EDUCATION / CEUs: CTC, CFO and CCMC CEUs will be appiled for In states with continuing
education requirements (such as New Jersey, Connecticut and Rhode Island) and representatives from that state
who have received approval from that state. Please join us. You will enjoy camaraderie, networking, vendor
exhibits from relevant service providers, and outstanding professional development in a resort setting. Be sure to
check the website for updates / changes to agenda, as speakers confirm.
PLAN OPTIONS / PRICING:
PLAN A: “SINGLE”: Single Occupancy, member, entire conference ~ Sunday through Wednesday; 3 nights lodging,
plus meals (Sunday night event, 3 breakfasts, 2 lunches, dinner Tuesday, boxed lunch to go Wednesday) - Early bird
(by 7/11) = $825 per person. OR: $900 per person (7/12 through Aug, 8, 2025) {one member only In the room).
PLAN B: “DOUBLE”: Double Occupancy, two members, entire conference - Sunday through Wednesday; 3 nights
lodging, plus meals (Sunday night event, 3 breakfasts, 2 lunches, dinner Tuesday, boxed Junch to go Wednesday ) -
Early bird (by 7/11) = $575 per person. OR: $650 per person (7/12 through 8/8/2025) (two NRTCTA members
sharing one guestroom.
PLAN C: “GUEST”: Non-member guest, sharing a room with a NRTCTA member: $325 per person (for example,
spouse or guest.) You [member] register under Plan At your spouse registers under Plan C. All conference meals

_ Attendee information
Invoice #
AT-00817
Name
Alan Wilensky
City/Town Represented
Waterford
Email
awllensky@waterfordctorg
Phone
(860) 444-5815
Are you a Dues Paying CTx Member?
Yes
Meal Selection
{f applicable, any dietary restrictions?
Check Out
Payment Option
Pay By Check
Prime Rib - $70
Please remember to send your check to:
CTx c/o Milford Tax Collector
Attn: Cory Gumbrewicz
70 W River St, Milford CT 06460
Title
Tax Collector
PE ans

 Date: Nov 25,
|
Order#: 7646445904 Alan Wilensky
Account#: 70112090 Town Of Waterford
PO#: FY18/181002 415 Rope Ferry Rd
Front Reception
ee Waterford, CT 063852806
‘Wiew order ae
Need fo make changes? Most orders can be cancelled within 30 minutes after placing it.
PROCESSING
Expected on: Wednesday, November 27, 2024 (10 items)
e Epson ERC-32B Black Dot-Matrix Printer Ribbon 10@ $7.09 each $70.90
; (£65090)
| item: 752325 { Model: E65080 $70.90
Accounting information Payment information
Account#: 70112090 Subtotal: $70.90
PO: FY18/181002 i
PO Release: 10106-53010 Shipping: FREE
Tax: $0.00
Order Total: $70.90
Invoice: $70.90
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TOWN OF WATERFORD
Attention: MOSES . Invoice Number tnvolee Amount’
15 ROPE FERRY RD 6039736425 $113,40
WATERFORD, CT 06385-2806 Invaice Date Dua Date
08/15/2025 09/20/2025
Order Number Terms
7662720815-000-001 2% 10 NET 45 DAYS
BIN To” .. Gustemer Account ~
410506 NYC 70112080
Detail Invoice
. . Ordered By . Order Date j
Budget Center - BGDescription BRANDISHEA DAVY 08/08/2025 }
oo : Deliver To Approved By i
PO Number ‘PO Description : . BRANDISHEA DAVY i
FY18/181002 Ship-to iD *
PO Release : PO Release Description . TOW TAX COLL
10106-53010 . : Ship-to Name
ShippingAddress ; ; ‘TOWN OF WATERFORD
15 ROPE FERRY RD,FRONT RECEPTION, WATERFORD, CT,06385-2806
Nem Cust Unit Extended Tex 
|
Line Number DescriptieniLiBC sku UOM Qy price Price Amount Total i
I 532631 ‘ADD ROLL SIN 2 PLY WIC NCR Baest RE 0) SL89 Sh13.40 50.60 $13.40
Subtotal; $113.40
FreighvOther: $0.00
‘Yax (§0,00%): $0.00 |
Total: $123.40 i
Please Remit All Payments To:
ACH Check
y Wells Fargo Staples
P Account: 4654634682 Routing: 121000248 PO Box 70242
IARRemiliance@Staples.com Philadelphia, PA 19476-0242
For invoice and payment related inquiries please call 888-753-4103 Page: 1
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Waterford, CT 06385
Attention: Alan Wilensky
Billing Address: Town Of Waterford
15 Rope Ferry Rd
Waterford, CT 06385
Payment Method: On Account
PO Number: 10106-53010
Item Number Description. - be ” Qty Price . | Total
AAGSK2400 GALENDAR,DESK PAD,MO,22X17,JAN- 1 $1.29/EA ° $1.29
DEC,BK/WE
AAGE7 1750 REFILL,DY DESK,3-1/2X6,JAN-DEC, 1/2 HR 4 $2,79/EA $2.79
APT,BKWE
Product Subtotal: $4.08
Tax Subtotal*: $0.00
Order Total: $4.08
* may include bottle deposits
Thank you for shopping at www.wbmason.com

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real and personal property within the Town of Waterford in accordance with Connecticut State
Statutes at 70% of fair market value for the annual compilation of the Grand List. Additionally,
the Assessor and staff administer state and local programs of tax relief, apply exemptions as
permitted by state law, assist the public with a variety of inquiries and provide data to various
entities including the State Office of Policy and Management.
The Assessor’s office also maintains an up-to-date inventory of all property, including land and
improvements thereon, changes in ownership, new construction, alteration, parcel and map
changes resulting from sub-division, assemblage, boundary agreements and surveys filed as of
the assessment date.
In compiling the annual Grand List the Assessor’s office regularly reviews and inspects ongoing
improvements made to real property, processes approximately 1300 business personal
property filings annually, and lists and values all vehicles located within the Town of Waterford
as of the October ist assessment date.
The Assessor’s office also provides technical and clerical assistance to the Board of Assessment
Appeals throughout the year by creating the Board’s hearing schedules, generating
appointment letters and notices and recording required agendas and minutes.
Throughout the year the Assessor engages in ongoing appraisal review and analysis; prepares
written and oral testimony and works in collaboration with the Town’s legal department to
resolve any outstanding tax appeals filed with Superior Court under CGS §12-117a and 12-119.
In accordance with Connecticut statutes, The Assessor’s office must also oversee the periodic
revaluation of all real property. Effective with the 2023 Grand List, Section 7 of Public Act 22-74,
a new five-year revaluation schedule has been instituted statewide. Mandatory revaluations
are now scheduled for Grand List years 2026, 2030 and 2034.
Looking Ahead: Anticipated Grand List growth attributed to EB’s refurbishment and
occupation of the mall properties and the potential construction of new apartment units will
necessitate an additional part-time staff member in the Assessor’s office. To assist with
building permit confirmation, identifying unpermitted structures and tracking changes to
buildings, the Assessor’s office anticipates the use of high-resolution aerial imagery and 3D data
to provide location intelligence. The new software request in the amount of $8,300 is included
in this year’s IT budget as a new item for the Assessor’s office. Outside of the three state-
mandated revaluations scheduled between the years 2026 and 2034 there are no additional
capital project requests anticipated.

Real Estate
Changes to real property ownership
Building permits entered/processed
Property Inspections/construction detail/value changes
Motor Vehicles
# of vehicles manually priced
certificates of correction to prorate/add or delete
vehicles from current and prior GLs
Personal Property
# accounts reconciled/priced
Assessment Administration
State Elderly tax relief applications processed
Local Elderly tax relief applications processed
State Additional Veterans applications processed
Local Veterans applications processed
New Veteran's Totally & Permanently Disabled applicatins processed
Board of Assessment Appeals applicants scheduled 24 RE & MV
BAA Changes made
Map changes processed
Tax Appeals received
Tax Appeals currently under review from prior years
Income & Expense forms rec'd /analyzed
New Pa 490 apps reviewed
PA490 Decertifications
Veterans- new DD 214s recorded
943
2455
567
3674
1164
1254
104
104
63
105

Appropriated Appropriated Appropriated Appropriated Appropriated Request
PERSONNEL COSTS
51110 Administration 196,788 169,295 192,597 206,793 211,963 225,504 13,541
51210 Clerical/Technical 62,788 62,224 66,342 45,797 46,899 74,645 27,746
51810 Overtime “ *
51910 Fringe Benefits 2,408 - - 250 250 250 -
51920 FICA 20,041 17,711 19,809 19,343 19,803 22,961 3,158
SUBTOTAL 282,025 249,230 278,748 272,183 278,915 323,360 44,445
SERVICES
52010 Advertising 400 400 400 300 300 250 (50)
52020 Postage 1,031 1,068 1,650 1,720 1,860 2,760 900
52030 Professional Fees 250 250 250 250 24,750 10,750 (14,000)
52040 Serv Cont & Repai 5,666 5,921 6,236 6,350 7,662 7,365 (297)
52050 Dues, Conf & Edu 1,825 1,825 2,855 3,290 2,765 3,615 850
52070 Reimbursable Exp - 1,364 1,390 26
SUBTOTAL 9,172 9,464 11,391 11,910 38,701 26,130 (12,571)
MATERIALS & SUPPLIES
53020 Other Supplies 150 150 150 750 835 1,000 165
53200 Pricing Guides 500 500 1,859 2,370 1,190 770 (420)
SUBTOTAL 650 650 2,009 3,120 2,025 1,770 (255)
DEPARTMENT TOTAL 291,847 259,344 292,148 287,213 319,641 351,260 31,619

Assessor (CCMA II), an Assista t
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commercial improvements and new construction at the Crystal Mall site, Millstone and
potential new apartment units will necessitate the restoration of the part-time Assessor Aide |
position. The ongoing personal property auditing program will be transitioning to a year-round,
in-house auditing program conducted by the Assessor and Assistant Assessor resulting in the
need for additional administrative assistance. A seasonal Assessor’s Aide | position is also
requested to assist the office staff with taxpayer issues and concerns during the summer
months when the Assessor and Assistant Assessor are conducting new construction field
inspections.
Budget Request: $323,360 15.93% increase
*See the Personnel/Fringe Benefit spreadsheet for calculations
Services: Accounts 52010-52070: encompassing all necessary daily operating
costs, including statutorily required legal ads and filing notifications, related postage costs,
professional fees related to office operations, required office equipment and materials and
provisions for the Assessor and Assistant Assessor’s ongoing continuing education and staff
training.
Budget Request: $26,130 (32.48%) decrease
e 10104-52010 - Advertising Request: $250 (16.67%) decrease
Includes annual publication of a combined legal advertisement notifying taxpayers of
state mandated exemption filing deadlines and announcing Personal Property filing
requirements as mandated by state statute. The required notice is published in The Day
newspaper and posted on the Town’s website. The combined legal ad published in the
fall is advertised jointly with three neighboring municipalities resulting in a cost-sharing
discount. Notices announcing the filing requirements for the state Elderly
Homeowners/Totally Disabled tax relief program are posted in February on the Town’s
website, in the senior center and on the digital message boards located in Quaker Hill
and in front of the High School. The Assessor’s office also conducts periodic forums for
residents to provide information and updates regarding available tax benefit programs
effecting senior citizens and veterans.

Elderly Homeowners/Totally Disabled Program re-applications and reminder letters
Additional Veteran’s re-applications and reminder letters
Personal Property and Real Estate increase notices
Income & Expense forms for commercial/income producing properties
Personal property declarations/notices to file
Personal property audit notification and results letters
Postage costs incurred in FY 25/26 to date = $525.20
Postage Breakdown:
Postage Items Postage Fees
I&E Penalty Notices 55
Increase Notices PP
1270
RE 567
Incomplete MV requests for info 200
Unreg MV request for info/to file 100
PP Audit Notices Certified 25
PP Audit Result Notices Certified 25
PP Audit 2nd request for documentation 12
New Elderly Tax Relief Requests 50
Elderly Letters 110
Elderly Reminders 40
Eld Cert of Mailing 40 $ 20.00
Advets & Local Vets 73
APA vet application mailers & reminders 95
Certified Mail Pieces 50 § 265.00
Regular Mail Pieces 2572 $ 2,006.16
Estimated additional 50 pieces of mail per month
May-Dec (General Taxpayer correspondence and 600 $ 468.00
sales verification letters )
Estimated FY26-27
3222 $ 2,759.16

accurately determine additions/deletions to the motor vehicle grand list. The annual cost for
this service is $250.
In FY25 a personal property audit program was implemented which includes the physical
inspection of business personal property and records by an experienced auditor well versed in
personal property valuation. Personal property auditing services are currently provided by
Charles B. Feldman & Associates LLC.
Of the existing 1261 personal property accounts roughly 1/3 (440) accounts habitually fail to file
an annual personal property declaration form. While desk audits are performed in-house
through the declaration reconciliation process, non-filer and complex accounts warrant an in-
depth 3-year lookback audit to ensure filing compliance and to establish an equitable base
value for these accounts moving forward.
The Assessor’s office will be transitioning from utilizing a third-party auditing vendor for all
audits to a year-round, in-house auditing program for standard accounts to be conducted by
the Assessor and Assistant Assessor. Charles B. Feldman & Associates will continue to provide
auditing services for individual complex accounts.that require an in-depth analysis.
Based on the current rates by account size provided below the cost to formally audit 3 larger
complex accounts is $10,500.
23,24,25 Grand List Audits.
Pre-Adjusted Gross Assessment CosttoComplete Anticipated # of Accounts
1.01 million - 2.5 million iS 2,000.00 1 $ 2,000.00
2.51 million - 5.0 million $ 3,000.00 1 $ 3,000.00
5.01 million - 10 million $ 4,000.00
10.01 million - 20 million $ 5,500.00 1 $ 5,500.00
20 million plus S 6000 plus
1.0 million and under S 650.00 *40 $ -
*performed in-house
43 $10,500.00

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and to bridge all billable accounts to the Tax Collector. While software maintenance
costs related to QDS are included in the IT budget, there are additional costs
attributable to QDS for necessary and required services provided to the Assessor's
Office. These services include the production and binding of the town’s permanent
annual Grand List books and the annual generation and mailing of online personal
property filing and income and expense notices with unique pin# assignment.
A Xerox copy machine previously leased from Connecticut Business Systems (CBS) at a
rate of $158/month plus copy overages has been replaced with a machine leased from
Ricoh at $119.68/month plus a per copy fee of $.0069. Estimating 60,000 copies
annually, the new lease will result in an overall savings of $352.84.
The Assessor’s office also utilizes an iPad, in conjunction with an annual Box and T-
Mobile subscription for use in the field, when conducting inspections and to scan and
store historic documents.
Additionally, the Assessor’s Office has submitted a new software request included in this
year’s IT budget for Nearmap in the amount of $8,300. Nearmap will provide the Assessor’s
Office with the use of high-resolution aerial imagery, flown twice per year, and 3D data with
location intelligence capability. Nearmap will assist with the identification of unpermitted
structures, building permit confirmation and tracking changes to buildings. Currently the
$8,300 annual subscription fee for Nearmap includes unlimited licenses and usage for town
employees across all departments.
Service Cont. Fees incurred FY 25: $7,400
Service Cont. & Repairs Breakdown:
QDS Grand List Binding: $3,075
QDS Online PP Filing: $1,376 Estimated at 1,300 accounts
QDS Online I&E Filing: | $470 Estimated at 350 accounts
Ricoh Copier Lease: $1,436
Ricoh per copy estimate: $ 414
Box subscription: $ 340 annually
T-Mobile subscription: $ 254 calculated at $21.14/month
$7,365

to meet recertification standards for all Certified Connecticut Municipal Assessors. The
Assessor holds a CCMA II certification and the Assistant Assessor recently attained a
CCMA | certification. New staff will require course attendance for training in assessment
administration/statutes through educational programs provided by the Connecticut
Association of Assessing Officers (CAAO). Courses and workshops are offered in June at
the annual UCONN Assessor School and throughout the year as determined by the
CAAO’s Education Committee. Additional continuing education credits for the Assessor
and Assistant Assessor are offered for valuation and statute related topics throughout
the year. The Wichita Property Tax Conference is held each year in July and offers
educational sessions on complex special use and public utility property valuation. Dues
are annually recurring for the CAAO, IAAO, NRAAO and GNLAA, all of which require
membership as a source of assessment industry tools/information and for educational
offerings at a reduced cost. CAAO membership is required to maintain CT CCMA
certification.
Dues, Conf. & Education Fees incurred in FY25: $3,360.10
Education & Dues
nnn HUY YY YY YH
$ 3,615.00
450.00 Wichita Tax Conference
140.00 Fall Meeting Assessor & Asst Assessor
140.00 Spring Meeting Assessor & Asst Assessor
650.00 Annual Uconn Assessor's School Assmt Aide
400.00 Annual Uconn Assessor's School Workshops - Asst Assessor
200.00 AAT Courses - Assmt Aide (2 per year)
270.00 CAAO Dues - Assessor, Asst Assessor, Asmt Aide
240.00 IAAO Dues - Assessor
80.00 NRAAO Dues - Assessor & Assst Assessor
45.00 GNLAA Dues - Assessor, Asst Assessor, Asmt Aide
1,000.00 IAAO & Misc. course offerings for Continuing Education Credits/Assessor

Assessor & Staff mileage — Annual Assessor School: $525
Assessor & Asst. Assessor mileage CAAO biannual meeting: $343
Assessor & Asst. Assessor mileage Fall Symposium: $137
Assessment Aide AAT course mileage — Rocky Hill: $315
Assessor — additional course mileage: $ 70
$1,390
Materials & Supplies: Accounts 53020 — 53200: includes additional
supplies and materials required to effectively operate the Assessor’s office.
e 10104-53020 —Other Supplies Request: $1,000 19.76% increase
The Assessor’s office requires an allowance for miscellaneous items and supplies not
provided as standard office supplies through the Finance Office. Supply funds requested
are for the following items:
o Dymo Label Rolls: 10 @ $10 each $100
o Toner Cartridges public printer 2 @ 150 each $300
o Bankers Boxes 12 pk @$30 $ 30
o 3Ring Binders 2 & 1 inch (4pk each size) $75
o Shredder Bags 2 boxes @ $21 S$ 42
o Expandable 10x13 mailers (1 case) $100
© Tax Map Vinyl protector sheets (1 case) $185
o Legal & Graph pads $ 70
o Flash Drives 2—3packs @25 $ 50
o Canon digital camera memory cards & reader $ 48
$1,000

depreciation schedule applied to the original MSRP.
Each town must pay a fee to the DMV to pre-price the majority of vehicles appearing on
the Grand List utilizing the JD Powers or Price Digest software. Pricing books have been
phased out by JD Powers and the CAAO has entered into a contract with Price Digest to
p