Board of Finance Budget Hearing Agenda (PDF)

FIFTEEN ROPE FERRY ROAD
WATERFORD, CT 06385-2886
AGENDA
Waterford Town Hall
Budget Hearing
PHONE: 860-442-0553
www.waterfordct.org
aye
Wednesday, March 10, 2024
Zoom Meeting @ 7:00 p.m:
Topic: Board of Finance Meeting followed by Budget Meeting
Time: Mar 10, 2021 07:00 PM Eastern Time (US and Canada) ~
Dial by your location
+1 312 626 6799 US (Chicago)
+1 929 205 6099 US (New York)
+1 301 715 8592 US (Washington DC)
Meeting ID: 832 3852 8404
Passcode: 572708
Find your local number: https://usO2web.zoom.us/u/kdyLC6pOJH
1. Call to Order
2. Public Comment
3, 10101 — Board of Selectmen
4, 10102 — Registrar of Voters
5. 10104 - Assessor
6. 10105 — Board of Assessment Appeals
7. 10106 — Tax Collector
8. 10109 — Town Clerk
9. 10117 - Representative Town Meeting
10. Adjournment
Ronald Fedor, Chairman


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Board of Sclecimen
FISCAL YEAR 2022 BUDGET |
Town of Waterford
_ The First Selectman acting for the board of selectmen shall be the general town administration
‘fficer and shall be responsible for the operation and maintenance of the hall of records, town
| garage, other property at the town civic center and other property under the administration of the
board of selectmen. He shall be responsible for assignment of office space and scheduling of
meetings at the hall of records. Office hours at the hall of records shall be established by the First
Selectman (Code of Ordinances, Waterford, Connecticut 2.08.010).
Our Mission:
The Town of Waterford will strive to promote and improve quality of life, enhancing a sense of
community, and preserving the integrity of our small-town identity and culture. We are
committed to fostering respect, integrity, and honesty. Town government will support initiatives
that create a welcoming and affordable environment for residents, businesses and visitors
alike. We strive to provide excellence through a responsible and accessible First Selectman and
Board of Selectmen.
shal

Board of Selectmen
Fiscal Year 2022
Town of Waterford
| FY2022 BUDGET SUMMARY
Over the past year, during challenging times during Covid-19, my office introduced 10
Emergency Orders in town to ensure residents remained safe during the pandemic. My office
worked diligently to keep Town Hall and other town offices and departments open to residents in
a safe manner (open by appointment only, programs and activities cancelled and limiting number
of residents in areas to respect to social distancing).
During the pandemic, the First Selectman’s office remained open to the public and continues to
maximize new meeting technology, such as ZOOM, to meet regularly with residents, town staff
and community members and continue to hold routine and special public meetings and hearings,
per ordinance.
Working closely with our IT Department, the town efficiently designed a consistent and effective
means of municipal communication. In addition, technology continues to play a necessary role
for my office, including, but not limited to, social media presence, professional writing,
sconomic development networking and emergency services upgrades.
Covid-19 has delayed attendance at conferences, trainings and education, however, through the
town’s SustainableCT membership, my office interviewed and selected an Equity Coach to assist
in the creation of a community DEI committee. There will be continued work and need for more
DEI initiatives in town, partnerships with the private sector and increased training, education and
need for professional services. These professional services will focus on social media
communication, legal questions necessitating a neutral party opinion and professional writers to
assist with messaging and assistance.

Board of Selectmen
Fiscal Year 2022
Town of Waterford
BUDGET EXPLANATIONS BY CATEGORY
BOARD OF SELECTMEN
BUDGET JUSTIFICATION
FY 2022
51010 FIRST SELECTMAN
110,837
Effective July 1, 2021, elected officials will receive a 1.2% rate increase based on the October
2020 CPI-U.
Expended. FY20
Expended FY19
Expended FY18
109,523
105,694
103,115
51020 OTHER SELECTMEN
3,780
Effective July 1, 2021, elected officials will receive a 1.2% rate increase based on the October
2020 CPI-U.
Expended FY20
Expended FY19
Expended FY18
3,735
3,604
3,368
51110 ADMINISTRATION
Effective July 1, 2021, the RTM approved a 2.25% rate increase
Expended FY20 [Expended FY19 IExpended FY18
69,497 69,497 67,946
51210 CLERICAL/TECHNICAL
Expended FY20 Expended FY19 Expended FY18
75_ 150 0
51810 OVERTIME
Expended FY20 _[Expended FY19 Expended FY18
0 0 0
51920 FICA
71,061
75
14,210
Effective July 1, 2021, elected officials will receive a 1.2% rate increase based on the October
2020 CPI-U.
7.65% of Taxable Wages of $185,753 = $14,210

Board of Selectmen
Fiscal Year 2022
Town of Waterford
IExpended FY20_ _[Expended FY19 Expended FY18
13,690 13,691 12,513
GRAND TOTAL 51000 Series
52010 ADVERTISING
199,963
100
To cover the costs of legal notices as required by State Statues and other public notices which are
published by the Board of Selectmen.
IExpended FY20 IExpended FY19 IExpended FY18
100 200 0
52020 POSTAGE
Cards and letters mailed to residents and businesses
Expended FY20 IExpended FY19 IExpended FY18
75 125 32
52030 PROFESSIONAL FEES
Professional development and consultation for municipal leadership
Legal fees for independent counsel for third party review
Social media consultant expertise
Funds for professional writing for economic development & public service announcements
lExpended FY20 IExpended FY19 IExpended FY18
3680 5000 §2,942
52040 SERVICE CONT., & REPAIRS
iExpended FY20 IExpended FY19 lExpended FY18
1300 1582 1261
52050 DUES, CONFERENCES AND EDUCATION
100
3,000
400
Educational materials; attendance at conferences, meetings and seminars, mainly state and
regional
CCM Annual Conference ($125)
Fred Pryor Leadership Seminars for First Selectman ($275)
Expended FY20
IExpended FY19
Expended FY18
150
150
205
52070 REIMBURSABLE EXPENSE

Board of Selectmen
Fiscal Year 2022
Town of Waterford
ws
Refreshments at office and other departments in town; flowers for special occasions and
acknowledgements, cards and PPE
IExpended FY20 Expended FY19 Expended FY18
370 480 365
GRAND TOTAL 52000 Series 4,300
53020 OTHER SUPPLIES 150
Office supplies
Expended FY20 _ Expended FY19 Expended FY18
150 150 85
53090 FUELS & LUBRICANTS 900
Routine maintenance and service on 1-WFD
C) Expended FY20__ [Expended FY19 Expended FY18
968 1000 717
GRAND TOTAL 53000 Series $1,050
DEPARTMENT TOTAL 
$205,313



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REGISTRAR OF VOTERS
FISCAL YEAR 2022 BUDGE
Town of
Waterford _
BUDGET FUNCTION
The Registrars of Voters are responsible for the administration of the election process, the annual canvas and the
' aintenance of the town’s voter database.
The annual canvas of electors is completed each year from January to May as required by law. An inactive list of
voters is generated naming those voters who have not responded to the annual canvas. Periodically, we do a non-
voting canvas to keep our records as accurate as possible.
The registrars attend Registrars of Voters Association of Connecticut spring and fall conferences where we receive
training and obtain credits towards our required continuing education. Our deputies attend one day'so they can learn
procedures, as well. We also attend most monthly New London County ROVAC meetings held in Montville and all
necessary town meetings.
Before every election, we hire and train thirty to fifty poll workers depending on the needs of that year's election. Our
elections run in a two and four year cycle and our budgets are adjusted based on this cycle.
We register voters in person at our office, online through the CT Voter Registration System and online through the
DMV.
The current number of registered voters. as of 11/30/2020 is 14,418.
Our office hours are Monday through Friday 9:45 to 12:45. Office hours are increased during the busy election
months as needed.

Registrar of Voters
Fiscal Year 2022
Town of Waterford
~ FY¥2022 BUDGET SUMMARY
Please find enclosed the Registrar of Voters’ proposed budget for FY 2022. We have worked
diligently to make our budget as close to our expenditures as possible without having to ask for more
funding throughout the year.
This year we are budgeting for a Municipal election.

Registrar of Voters
Fiscal Year 2022
Town of Waterford
BUDGET EXPLANATIONS BY CATEGORY
51010 ELECTED OFFICIALS
Pursuant to RTM action June 2019 an annual salary for each Registrar is as follows:
07/01/20 - 06/30/21 - $23,640
Effective July 1, 2021 elected official salaries will be based on the October CPI-U of the previous year.
The October 2020 CPI-U is 1.2%
$23,924 x 2 Registrars = $ 47,848
51310 VOTER REGISTRATION
Staff for voter registration sessions, part-time clerical
help during the canvass and elections. $ 3,500
51320 ELECTION ACTIVITIES
This budget contains a provision to fund personnel to work the Municipal
Election of November 2, 2021. It makes no provision for referenda, primaries, recounts or audits.
It also includes reimbursement for conference attendance for Registrars and stipend for Moderator
Training.
Conference attendance stipend @35.00/day
x 4 days x 2 Registrars $ 280
Conference attendance stipend @35.00/day
x 1 day x 2 deputy registrars $ 70
Stipend for Mandatory Moderator
Moderator Certification stipend
x2 @25 $ 50
Head Moderator (1) $ 325
District Moderators 3 @ $275 $ 825
District Asst. Registrars 8 @ $250 $2,000
Official Checkers 4 @ $225 $ 900
Ballot Clerks 4 @ $225 $ 900
Tabulator Tenders 4 @ $208 $ 832
Absentee Ballot Moderator (1) $ 100
Absentee Ballot Counters 6@ $50 $ 300
End of Night Reporting $75
TOTAL: $ 6,657
51920 FICA
7.65% of $ 58,004= $ 4,437

Registrar of Voters
Fiscal Year 2022
Town of Waterford
GRAND TOTAL 51000 SERIES: $62,442
52010 ADVERTISING
Notices of legal registration sessions and deadlines mandated for publication
in a local newspaper $ 1
52020 POSTAGE
Required: All mailings be first class postage. Mailings comprise letters
of voter acceptance and any changes a voter has made. This also includes
DMV notifications and reports to the Secretary of State. During canvass,
there are letiers of address verification and any address change service fees.
Memory cards for the optical scan machines must be insured and return
receipt requested for programming and audits. $ 1,300
52040 SERVICE CONTRACTS AND REPAIRS
$2,250 Annual cost of maintenance contract for the AccuVote optical scan
Tabulators = 10 machines @ $225. (LHS increase per machine $200 to $225
Effective 06/30/2021).
$ 2,250
52050 DUES, CONFERENCES AND EDUCATION
$140 ROVAC - Dues for 2 Registrars and 2 Deputy Registrars
$680 Registrar of Voters Biannual State Conference $85/day x 8 days
$170 Registrar of Voters State Conference (one) $85/day x 2 Deputy Registrars
$120 Training of Election Day Moderators 2 @ $60 $ 1,110
52070 REIMBURSABLE EXPENSES
$345 Mileage reimbursements for Registrars and staff for training,
conference and meeting attendance - 600 miles @ $.575/mi.
$540 Lunch and supplies for Election Day.
$ 885
52080 TELEPHONE
We are using phones for our polling places from the Board of Ed. We were not $ 1
charged this year but that may change in the future.
GRAND TOTAL 52000 SERIES: $ 5,547

Registrar of Voters
Fiscal Year 2022
Town of Waterford
53020 OTHER SUPPLIES
$1941 Programming of Memory Cards for Municipal Election 2021:
6 races @ $21.00 $ 126
103 Voting Positions @ $10.50 $1082
5 Districts @ $21 $ 105
9 Ballot Style @ $21 $ 189
20 Memory Cards @ $21 $ 420
Shipping and handling $ 19
TOTAL: $1941
$625 IVS Ballot Style $125 per page (towns are required to pay this cost for municipal elections)
4 Districts @$125 $ 500
1 EDR $ 125
$ 625
$3600 Ballots for Municipal Election, $.50 x 7,200(50% of registered voters as of 11/30/20) Increase
due to 4 different ballot styles (4 districts) for municipal election.
Voter turnout: 2013 20%, 2015 38%, 2017 28%, 2019 41%
$102 The cost to obtain data NCOA (national change of address) to conduct the annual canvass.
$250 Various election supplies including, ink for tabulators, ballot marking pens. Infoshred ($18x4).
GRAND TOTAL 53000 SERIES: $6,518
54180 VOTING MACHINES
We are keeping this open due to the Secretary of State indicating we will possible $ 1
be using E-Poll books (electronic voter check-in on election day).
A vendor has yet to be approved.
GRAND TOTAL 54000 SERIES: $ 1
GRAND TOTAL BUDGET REQUEST: $74,508

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: Assessment
FISCAL YEAR 2022 BUDGET |
Town of Waterford _
BUDGET FUNCTION
The Assessment Division is responsible for the discovery, listing and equitable
valuation of all real and personal property within the Town of Waterford in
accordance with Connecticut State Statutes at 70% of fair market value for the
annual compilation of the Grand List. Additionally, the assessor and staff administer
state and local programs of tax relief, apply exempiions as permitted by state law,
assist the public with a variety of inquiries and provide data to various entities
including the State Office of Policy and Management.
The Assessor’s office also maintains an up-to-date inventory of all property,
including land and improvements thereon, changes in ownership, new construction,
alterations, parcel and map changes and sub-divisions filed as of the assessment
date. All permit activity within the Town of Waterford is inspected and valued
annually by Assessment staff and the revaluation of all real property town-wide is
conducted once every 5 years as defined by Connecticut State Statutes.

_
a
é \
-
Department Name
Fiscal Year 2022
Town of Waterford
FY2022 BUDGET SUMMARY
Line Item
PERSONNEL COSTS
51110 Administration
51210 Clerical/Technical
51810 Overtime
51910 Fringe Benefits
51920 FICA
SUBTOTAL
SERVICES
52010 Advertising
52020 Postage
52030 Professional Fees
52040 Service Cont & Repairs
52050 Dues, Conf. & Education
52070 Reimbursable Expense
SUBTOTAL
MATERIALS & SUPPLIES
53020 Other Supplies
53200 Pricing Books
SUBTOTAL
DEPARTMENT TOTAL
Change from FY
FY 2020 FY 2021 FY2022 2021 (+/-)
Appropriated Appropriated Request so (percent)
196,788 196,788 196,788 0 0%
58,818 58,818 62,788 +3970 7%
0 0 0 0 0%
2,697 2,697 2,408 -289 -11%
19,761 19,761 20,041 +280 1%
278,064 278,064 282,025 +3961 1%
650 650 400 -250 -38%
744 744 1,031 +287 39%
0 0 250 +250 n/a
1,680 1,680 5,666 +3986 237%
1,825 1,825 1,825 0 0%
0 0 0 0 n/a
4,899 4,899 9,172 +4273 87%
150 150 150 0 0%
500 500 500 0 0%
650 650 650 0 0%
283,613 283,613 291,847 +8234 3%

Department Name
Fiscal Year 2022
Town of Waterford
BUDGET EXPLANATIONS BY CATEGORY
Personne! Costs: Office staff consists of 3 full time positions; A Certified Municipal Assessor, an
Assistant Assessor and an Assessor's Aide III; and one part-time Assessor's Aide II position at 19
hours/week. Salaries, fringe benefits & longevity are based on rates established by union contracts.
Budget Request: $282,025 1% 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 Assessor’s ongoing
continuing education and staff training.
Budget Request: $9,172 87% increase
e 10104-52010 - Advertising Request: $400 -38% reduction
Includes annual publication of a combined legal advertisement notifying taxpayers of state
mandated exemption filing deadlines and announcing Personal Property filing requirements as
mandated by state statute. An additional legal ad is published in January announcing the filing
requirements for the state Elderly Homeowners/Totally Disabled tax relief program. Required
notices are published in 7he Daynewspaper and posted on the Town’s website. Advertising
costs incurred in FY20 = $365; FY21 publishing rate increases are anticipated to be offset by
savings realized from cost sharing/advertising jointly with neighboring municipalities.
Advertising Breakdown:
Combined Legal Ad: $250
Elderly Legal Ad: $150
$400
e 10104-52020 - Postage Request: $1,031 39 % increase
In addition to typical correspondence with taxpayers the Assessor's Office is required by CT
State Statute to send out annually the following applications/notifications to taxpayers:
Elderly Homeowners/Totally Disabled Program re-applications and reminder letters
Additional veteran’s re-applications and reminder letters
Personal Property and Real Estate increase notices *(under-estimated in FY20,21)
Income & Expense forms for commercial/income producing properties *
*(not included in FY20,21 -1&E forms are required for the
upcoming 2022 revaluation and annually thereafter per CGS12-63c)
Postage costs incurred in FY20 = $1,364; FY21 anticipated total cost: $1,095 includes greater
than typical monthly correspondence total due to Covid-19
Postage Breakdown:
Monthly Correspondence: $360 Est @ $30/mo
Increase Notices: $390 709@.55
Elderly Applications/reminders $ 93 Feb. 150 @.55 + April nontiler letters 20@.55
Advets reminders $ 22 40@.55
Inc. & Expense Forms $166 307@.55
$1,031

Department Name Qe
Fiscal Year 2022
Town of Waterford
e 10104-52030 - Professional Fees Request: $250 increase
The Assessor's Office requires direct access to the State of Connecticut’s DMV CIVLS online
database which allows staff members to assist taxpayers with motor vehicle situs issues and
accurately determine additions/deletions to the motor vehicle grand list.
Professional Fees incurred in FY20: $478 - included new employee background checks,
physicals & $250 DMV CIVLS access. FY21: $250-DMV CIVLS
e 10104-52040 - Service Cont & Repairs Request: $5,666 237% increase -
The Assessor's office uses administrative software provided by Quality Data Service Inc.
(QDS) to apply all exemptions, state and local benefits, produce required state reports and to
bridge all billable accounts to the Tax Collector. While software maintenance costs related to
QDS are included in the IT budget, there are additional costs attributable to QDS for necessary
and required services provided to the Assessor's office. These services include the production
and binding of the town’s pérmanent annual Grand List books, and the annual generation and
mailing of online personal property filing notices with unique pin # assignment.
The Assessor's Office also leases a Xerox copy machine from Connecticut Business Systems
ee (CBS) at a fixed cost of $158/month. The previous copy machine did not meet the copying,
Ne faxing and scanning needs of the Assessor's office and was replaced in October 2019.
Service Cont Fees incurred FY20: $2,319 - cost for previous copier contract total, final cell
phone payment for former Assessor. Cost also included QDS production and mailing of
personal property declarations which was not budgeted for. QDS GL books fee was incorrectly
included & paid from IT budget.
Service Cont. Fees incurred FY21: $5,643 - cost for QDS GL books, QDS PP online filing
notices and unique pins, copier contract. QDS GL books fee, increased copier fee was not
budgeted for.
Service Cont. & Repairs Breakdown:
QDS Grand List Binding: $2,700
QDS Online PP Filing: $1,070 Estimated at 1350 accounts
CBS Copier $1,896
$5,666

Department Name
Fiscal Year 2022
Town of Waterford
10104-52050 - Dues, Conf. & Education Request: $1,825 0% increase
Continuing education, (50 credit hours over 5 years) is required statutorily to meet
recertification standards for all Certified Connecticut Municipal Assessors. New staff will
require course attendance for training in assessment administration/statutes through
educational programs provided by the Connecticut Association of Assessing Officers (CAAO).
Courses and workshops are offered in June at the UCONN Assessor School and throughout
the year as determined annually by the CAAO’s Education Committee. Additional continuing
education credits for the Assessor will be received for certain conference attendance on
assessment and statute related topics throughout the year. Dues are annually recurring for the
CAAO, IAAO, NRAAO and 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 FY20: $450 - Limited educational offerings. UConn
Assessor’s School cancelled. FY21: $575 - courses cancelled/Covid-19
Dues, Conf & Education Breakdown:
Assessor Dues - $350
Asst Assr Dues - $ 70
Cont. Ed- Assessor & Asst $920
UConn/Ed --Assmt Aide $485
$1,825
e 10104-52070 - Reimbursable Expense Request: $0 0% increase
Materials & Supplies: Accounts 53020-53200: Includes additional supplies and materials
required to effectively operate the Assessor's Office
10104-53020 - Other Supplies Request: $150 0% increase
The Assessor's Office requires an allowance for miscellaneous items not provided by others.
Fees incurred in FY20: $57 Chase card closing fee used for additional supplies purchased by
former Assessor. FY21: $300 replacement of 2 broken task chairs, additional supplies, office’s
portion of Finance Infoshred bill
10104-53200 - Pricing Books Request: $500 0% increase
Pricing guides are provided through a bulk purchase contract conducted by the CAAO. The 5
most common pricing books (NADA - as recommended by OPM) were packaged last year at a
cost of $470 and are estimated to increase slightly in cost. Online pricing tools will be utilized
for unique categories/older/antique vehicles to avoid purchasing additional pricing manuals as
was past practice.
Fees incurred in FY20: $470 FY21: $470

12/11/2426 89:12 1-203-248-9167 UTILITY COMM
PAGE 01/82
(_ZDMIMUMICATIONS, INC.
920 Sherman Avenue ° Hameden, Cojmecticut © 06514
Phone: (203) 287-1306 (B00) 443-1306 Fax: (205) 248-9167 ,
Date (9//-7O
for ACCISPAYABLB DEPT . next (0-1-7
Please check your records. The following invoices on your account ate NOW
due. Ifyou have any questions rogarding the following invoices please give ’
me a call at (203) 287-1306. .
peice = FOF ~ Zi 44
If you have alxeady sent your payment please disregard this notice and
accept our thanks for you. payment
Sincerely,
¥,
Shidban Hawley
Accounts Receivable

12/11/282@ @9:12 1-263-248-9167
( UTTLITY COMMUNICATIONS
~ 920 Sherman Avenue
Hamden CT 96514
(203) 287-1306
Bill to: Accts Payable
waterford, Town Of
Finance Dept.
15 Rope Ferry Road
UTILITY COMM
PAGE 92/82
INVOICE
Doc# |Date Due Date Page
80441) 10/29/2020 4
Ship to: WATERFORD POLICE DEPARTMENT
ATTN CHIEF MAHONEY
41. AVERY LANE
WATERFORD CT 96385
Waterford CT @6385 bet pP/d Terms Slsman
7QA88 MET 30 DAYS 137
Quantity | Description Unit Price Total
2 m3eq6—V 338.17 676.34
cam axts W/WOR INOR IP
1 UPS GROUND 13.45 13.46
release
Please Remit Invoice Total ——~—————) 689.79

STATE OF CONNECTICUT
DEPARTMENT OF MOTOR VEHICLES ie
60 State Street, Wethersfield, Connecticut 06161
ct.gov/dmvy
BILL TO Invoice
Waterford (ASSESSOR) .
15 Rope Ferry Rd
Waterford, Ct 06385
DATE INVOICE #
6/46/2020 3414
GU RG AVR Dk REI
lave 3514 $ 250.20
06/16/2620 @ Pages 1 = FPL DOC3TS300
BUE DATE
FAT2020
DESCRIPTION QTy AMOUNT
~ PAYMENT DUE UPON RECEPT -'
PERIOD COVERED: 7/01/20 TO 06/30/21)
YEARLY BILL FOR ONLINE ACCESS TO MOTOR VEHICLE
INFORMATION. (DMV DIRECT PROGRAM) | 1 ; 250.00
Seat Belts Do Save Lives
* YOU ARE RESPONSIBLE FOR PAYMENT UNTIL YOU WITHDRAW
FROM THE PROGRAM OR YOU HAVE BEEN, NOTIFIED OF APHR OVED
TERMINATION BY DMV
\VIENDOR# _____..
PLEASE CONTACT THE FISCAL OFFICE AT 860-263-5269 WITHANY "| ## FY my)
QUESTIONS.
C'oS8EPO Y__L_N
f
PLEASE REMIT THE TOTAL DUE TO:
'
e
DEPARTMENT OF MOTOR VEHICLES
3RD FLOOR/FISCAL SERVICES RM 327
60 STATE STREET
WETHERSFIELD, CT 06161
Please return one copy of invoice with payment.
Total $250.00
Payments/Credits $0.00
Balance Due $250.00

REV. 08/2018
ill Ka THAIES WLR etre it
Inve CARO-ONY PAIGE WALTO 8 -280.00
ct 0
fa/ovs20te 3 Passs 5 «FPS DOCZ3S155
C/A AO, INC.
On-line DMV Direct Data Access
i with the
CONNECTICUT DEPARTMENT OF MOTOR
» NVEHICLES
&
APPROVED FORPAYMENT =
AccT#_joo't $2030
AMOUNT # 2.20,.00
FISCAL YEAR__%
” SIGNATURE .
$ pave N99 :

REV. 06/2018
x
.e
CONNECTICUT ASSOCIATION OF ASSESSING OFFICERS, INC.
ACCESS TO CONNECTICUT DEPARTMENT OF MOTOR VEHICLES (DMV)
The Connecticut Association of Assessing Officers, Inc. (CAAQ) has an on-line data access agreement with the
Connecticut Department of Motor Vehicles (DMV). The agreement allows Connecticut municipalities to access,
directly into DMV Records, DMV's registration, and delinquent tax records. The program is known as “DMV
DIRECT". .
Hl
The municipalities who currently participate in this program have found the system to be useful. if ‘your
municipality is interested In Parteipating in this program, the following information and steps are required:
PG Reauirements
« Desktop operating system ce
= Intemet connection is required to access CIVLS
« Browser Based: Microsoft ie. (recommended), Chrome, & FireFox (least desirable as it séems to be
problematic)
In order to set up an account to access DMV DIRECT you will need to enter into a contract with CAAO. This
requires two forms to be completed and signed (the letter of participation and OMV Direct Responsible Party
form), and retum them to Patrick Sullivan at the Town of West Hariford assessor's office and Chairman of the
CAAO MV Committee for processing.
DMV A ist tter of P: i
DMV's current access fee is $250, 00 for Towns with a population of 38,000 and under and $450.00 for Towns
with a population over 38,000, This fee is necessary to cover DMV's administrative and direct information cost.
Please note the fee to participate is based on the period between July 1 and June 30, You will te billed
again each June (due July 1} for the $250/$450 participation fee no matter when you decide to Join Div
Direct.
Please make the check payable to: GT Dept. of Motor Vehicles, 60 State St, Wethersfield CT, 08161 and
mail the original Letter of Participation, DMV Responsible Party Form, and your check to:
Tewn of West Hartford
Dept, of Assessment — Patrick Sullivan
50 South Main St :
West Hartford, CT. 06107
' You will not receive your password and access until the above steps have been completed, Upon receipt
of the municipality’s letter of participation, DMV Responsible Party Form and payment made payable to DMV,
DMV will contact you directly to assign the necessary data-access user name and password(s) fo the authorized
Municipal Tax Assessor, Please note that set-up takes approximately 2-4 weeks.
If your municipality is interested in Accessing DMV data, or if you have any questions, please contact Patrick
Sullivan at (860) 561-7412 or by e-mail at Patrick. sthartford. .

REV. 06/2018
CAAO ~ DMV
DIRECT LETTER OF PARTICIPATION
Date: lolol 14
Patrick Sullivan
Department of Assessment
Town of West Hartford
50 South Main St
West Hartford CT. 06107
Dear Patrick
The TowniCity of Waler fred would like to aceass online data with the Department
of Motor Vehicles (DMV).
Please consider this our “Letter of Participation”.
4.
4,
5.
6.
The Town/City of ude AQ would fike to participate in the Connecticut
- ‘Association of Assessing Officers’ {CAAO) and DMV’s “DMV DIRECT” online access program.
The Town/City agrees to‘hold the CAAO and DMV harmiess from any fiability resulting from misuse
of the online data. .
The Town/City has all the necessary hardware in place and has completed the Respoiisible Party
Form in order to access the DMV system.
The Town/City has enclased with this Letter of Participation the $250/$450 access fee payable to
DMV and understands that we will be billed each June $260/$450 for our participation in this
program for the period of July 1, to the following June 30".
The following staff member{s) i in the Assessor Cffice will have access to the online DMV data:
¢ Tie ba Hen - Asses x7 Eu Penski
The Town/City agrees to notify both yeu and DMV if there are changes in the personnel using the
system, or if it terminates their participation in the program.
2
The person signing this letter represents that he or she has been authorized by the Town/City to do
so on its behalf and to bind the Town/City to the Agreement.
<
Thank you for your consideration.
Sincerely,
Kay S. Weer
ee ed

DMV 1-YEAR FEE: Aap, a2
REV. 06/2018
CAAO-DMV Direct Responsible Party Form
Date: leh lig i
Ey
Municipality: Town ot Wakely Q
3 Digit Town Number: {$2
Population: ‘ L% Go7
Address: ars Rape Fecry RD, Waker er 6357
Name of town Tax Assessor/CAAO member responsible for access of authorized users:
Paige S Walton
Telephone number: (ea vie- £G.22
Mailing Address: (if different from above)
Email address: Pula [Hongo wubel nt. 24
internet Provider:
Browser: Microsoft Le. recormenseay (Crome) Foxfire
Peis
ne: f
Your town will be responsible for the annual fee and DMV will $end an invoice for your
participation in the DMV Direct.program each June for the next fiscal year’s fee. If you
decide to withdraw from DMV Direct, you must notify DMV. There is no prorating or refunds
of the DMV Direct fee,

CONNECTICUT ASSOCIATION OF ASSESSING OFFICERS
MOTOR VEHICLE COMMITTEE
SUBSCRIPTION RENEWAL PACKAGE
2020 MOTOR VEHICLE PRICING PACKAGE
Wednesday, April 22, 2020
Waterford Assessor's Office
Town Hall
15 Rope Ferry Road
Waterford CT 06385-2806
1 2020 MOTOR VEHICLE PRICING PACKAGE $ 470
Includes one (1) copy each of the following:
NADA Used Car Guide NADA Older Used Car Guide
NADA Commercial Truck Guide NADA Motorcycle Guide
NICB Vehicle ID Manual
~ ADD Total Amount figure from “ADDITIONAL NADA?” form $ 0
TOTAL AMOUNT DUE TO CAAO, INC $ 470
3A oe He ie ee 9 5 Ho AR Ae he a a oe oe ok ae a eR a a a ik deo aR a OK Rk dk eo HE RR IC AS eo a os ee a oe 2 3 oo ek ee ae of
MAKE CHECK PAYABLETO CAAO, INC
APPROVED
Sandy Rainieri
City of Milford
Assessor’s Office
70 West River St
Milford, CT 06460

CONNECTICUT ASSOCIATION OF ASSESSING OFFICERS
MOTOR VEHICLE COMMITTEE
ORDER FORM: “ADDITIONAL NADA” 2020 PRICING GUIDES
TOWN OF: Waterford Assessor's Office
Town Hall
15 Rope Ferry Road
OTY Waterford, CT 06385-2806
# un... October issue, NADA Official Used Car Guide $ 48.00 ea __ .
# _ September-December issue, NADA Official Older Used Car Guide = $ 35.00 ea,
# September-December issue, NADA Classic, Collectible, Exotic Guide $ 35.00 ea _,
# _....... September-December issue, NADA Commercial Truck Guide $48.00 ¢a__
# _September-December issue, NADA Motorcycle/Snowmobile Guide —_ $ 35.00 ea
# ___....December issue, NADA Vintage Collectible & Retro Motorcycle Guide$ 30.00 ea
# _., September-December issue, NADA Recreational Vehicle Guide $ 55.00 ea
# ...., NADA CONNECT RV* Online Subscription Only*(replaces Older RV$100.00 ea
~ Guide) & has values for both RV Guides (years 2020-1968)
#. .__... NADA Online (replaces E-Valuator) $170.00 ea
# TOTAL ORDER TOTAL AMOUNT - $
(Add #ffis amount to the billing form)
Be
MAKE CHECK PAYABLE TO: CAAO, Inc | oa
MAIL ALL ORDER S$ & PAYMENTS TO:

Monthly Postage
Assessor's Office
Assessor's Office Metered Mail - # Items BAA Metered Mail # Items
FY 20 Postage FY 20 Postage
Jul-19 15.15 30 0 0
Aug-19 4.8 8 1 2
Sep-19 33.66 60 0 0
Oct-19 38.65 56 1.5 3
Nov-19 10.95 22 0 0
Dec-19 6.5 13 0 0
Jan-20 986.35 1948 5.5 11
Feb-20 27.08 37 21 42
Mar-20 21.15 42 37.12 73
—, Apr-20 176.9 344 23.26 42
Cc. May-20 21.82 31 1.12 1
Jun-20 20.6 24 0 0
Total Postage S 1,364 2615 $- 91 174
FY21 Postage
Jul-20 99.74 174 0 0
Aug-20 20.08 ' 29 0 0
Sep-20 43.45 59 1 2
Oct-20 20.6 38 0 0
Nov-20 31 57 0 0
Total Postage S 215 357 5 . 1 2

bership Dues
INTERNATIONAL ASSOCIATION
vf ASSESSING OFFICERS aw cei MO 64105 1616 USA
Paige S. Wal Breas City, vo-
Town of Waterford , Telephone 816/701-8100
15 Rope Ferry Rd Toll Free 800/616-4226
Waterford, CT 06385-2806 Fax 816/ 701-8149
Internet _ wwwiaaoorg
Federal LD, No.. — 36-2210012:
Amount Que
Fair and Equitable 1/21 12/31/24 $0.00
“Jounal of Property Assessment and Administration a8 M21. 12181124 $0.00
APPROVED |
VENDOR#__2.23
PO# FY_ Aa
CLOSEPO'Y___N
Jurisdiction no fonge
JAAO Membership Assistance Fund,
sponsé oe : rene NORGTART Ter. more information, :
AMOUNT 9.220. 25 TOTAL tf
You hay@\$GaNj member since May, 200i > a, < ei) offers six profesiGnal designations increasing competence of assessment
Mailing Address: / % { personnel through education:
Paige Dake mi ae [ Z te Certified Assessment Evaluator
Town of Waterford ee Assessment Administration Specialist
15 Rope Ferry Rd Cadastral Mapping specialist
Personal Property Specialist
Waterford, CT 06385-2806 @® ® Residential Evaluation Specialist
@ @) Mass Appralsal Specialist
ee Plaare coast .
Please return form with payment fo:
. 1AAO
Pay online anytime at www.iaao.org! PO Box 28900 Dept, 929
Phoenix, AZ 85038-0900
Member Number: 00744399
invoice Number: 21-00144399 Credit card payments may be faxed to 1-816-701-8149.
Amount Due: 220.00
CARD NUMBER YS"
Due Date‘ 1/4/2024 Pereeery , EXPIRATION |
CHECKORCREDITCARDONLY Lh i
Make checks payable to JAAO in US, $ currency. NAME ON CARD
If you would like to make a change to this invoice, please call the AAO
Membership Department at 1-600-616-4226. SIGNATURE:
The provided e-mail is for the servicing of your account, [fis LAAQ Policy not to sell, rent, or distribute e-mail addresses,
Questions or Concerns? Please call the AAO Membership Department at 1-800-616-4226,

Northeastern Regional Association of Assessing Officers
An Affiliate of the International Association of Assessing Officers
Membership Application
Dear Assessing/Appraising Professional,
Below is an application to renew your membership to the Northeastern Regional Association of Assessing
Officers, Our organization has been in existence for over fifty years and was created to provide training
and educational opportunities for assessing officials, to improve assessment standards and to promote
more efficient and uniform administration of property tax laws throughout the northeastem United States
and Canada, ;
In order to reach the above goals, the NRAAO sponsors an annual conference. This year the conference
was held at Gurney’s Newport Resort, 1 Goat Island, Newport, Rhode Island 02840, 401-849-2606,
April 28 - May 1, 2019. As a professional in the appraising field, you would be gaining insight to how
the assessment field operates, learn about new laws and regulations and meet with assessing officials from
various communities, states and provinces. As an assessor, you too would be gaining much needed
information in order to perform your job in a professional manner. As an added bonus, credits are given
towards certification in each related field. In addition, conference registration fees will be reduced for
NRAAO members attending the 56th Annual Conference to be held at Atlantic City Hard Rock Hotel
& Casino Atlantic City, New Jersey MAY 17-20, 2020
me Please fill out the application and send it along with the proper fee, via check, money order or voucher
C a _ Made out te NRAAO and retum it to Betsy Quist, P.O. Box 5005, Woodbridge, CT 06525.
: OR PAY ONLINE — NRAAO.ORG (fees apply}
The fee structure is as follows:
Active Member (Assessing Officials):
Associate Member (Retired Officials): .
Subscribing Members (Corporate, Reps, etc): § 100.00
RENEWAL MEMBERSHIP APPLICATION 2029
NORTHEASTERN REGIONAL ASSOCIATION OF ASSESSING OFFICERS
Name: “pala Wa Hea Title: Assessor” Date: pl 3} 4
Jurisdiction/Firm: “Tawa of- Wak DP Phone Number & 2) YY YSERA
Mailing Address: /S Rope firs AR City; WED sr C7 zip: O63 FS
Fax Number: E-Mail Address: Let Mey
Signature \__
Complete this application and retura it with the appropriate fee by check, voucher or money order made out to
NRAAO and return to NRAAO, c/o Betsy Quist, P.O. Box 5005, Woodbridge, CT 06525-5005. If you have any
questions, please do not hesitate to call me at 203-389-3417 or e-mail at Boulst@woodbridgect.orp

GREATER NEW LONDON AREA ASSESSORS
ASSOCIATION
2019 Membership Dues Notice
For April 1, 2019 through March 34, 2020
Name: Pas ge S. walter
Municipality: “Teen of wakeborD
Address: _/5 Pape Kitry KY.
City/State/zip: WaeG, cr 96355"
Phone Number: _/(&) 774-5322
Email: £ witlona kre Ot. oye
Make checks payable to GNLAAA
Please remit your payment with completed form to:
Kathi Race, Assessor’s Office
Town of East Hampton
20 East High Street
East Hampton, CT 06424-1000
**Please complete a separate form for each employee as necessary**

Connecticut Association of Assessing Officers ; '
clo Fauna Eller, Assessor's Office Membership Invoice
~ ‘505 Silas Deane Highway Invoice # 2149
Wethersfield, CT 06109-2280
Siaeihgs oe
VENDOR#__ 69
Paige Walton road PO# FY 262\ «#
5 ,
Waterford, Ct 06385-2806 CLOSE PO Y. N
ACCOUNT #__jole4-S Led ”
AMOUNT__£ 72-0),
SIGN 8 aaa: S) 7. amen —
Thank you for your membership! Acco al our records, your afembérship |is about to
expire. In order to continue your mem end-altthe benefits it provides..olease send in
payment before the Due Date below.
Thanks again and we hope you'll renew your “membership in Connecticut Association of
Assessing Officers!
Walton, Paige Regular Member 70,00
4/1/2021 - 1/4/2022 Membership Dues “see Sey
Payment Stub Member: Walton, Paige
Invoice #: 2149
Please tear off this stub and include with your payment. Description: Membership'Dues
Date Due: 2/15/2021
Send payment to: ‘ ye
CAAO Amt. Bue: 70.00
c/o Fauna Eller, Assessor’s Office
505 Silas Deane Highway
Wethersfield, CT 06109-2280
Enclosed:
or login and pay online at ned
https://caao.com .

CONNECTICUT ASSOCIATION OF ASSESSING OFFICERS, INC.
MB PUPAL ih OP Me
kowe CHARLES LopAcz RENEN — § 70.02
02/28/2820 # Pages 1 =F P4 DOC3ZSE94
President ~ Shawna Baron
President Elect Thomas DeNoto
Secretary — Pamela Deziel
Treasurer — Lawrence G, LaBarbera
2020 - Renewal Notice
Your dues invoice is shown below, and your membership will be paid until December 31°, 2020.
This year you are able to renew directiy online by paying by PayPal. PayPal accepts mmast credit cards.
Member Type: Regular
Dues Amount: $72.45 (Paid by Paypal)
Please jnake check payanie to ome
From the CAAO Bylaws: Annual dues be due and payable on the first business day of each calendar year to,
the Treasurer. Any member whose dues have not been paid on or before the following March 31* shall forfeit all
rights and privileges as a member of this Association until such time, and in accordance with these by-laws, a3 when
those dues are paid in full,
Please take the time to review your data in the membership directory and update and out of date information,
Name of Member:
Municipality: :
Position:
Date Joined CAAO:
|
If your date joined is incorrect please contlet me at famnlipsypther fieldct.gov. FY 702 Q ken
Please return this notice with your payment, Thank yobs LOSE PO Voemitin — Na :
De

seaermnensnies
:
EB ES PPR Th ;
wee fh Menem tp Kies
42272020 Pages 1 PL pocaesese wD
The Connecticut Chapter of IAAO and the CAAO
are pleased to announce presentations for:
2020 Kohl's v Rocky Hill Court Decision and
Assessor Potpourri
This 4 hour program will provide alreview of the 2020 Kohl’s personal property court decision,which
reversed a Superior Court decision'and sent the case back for a new trial. The Assessor Potpourri will
include a roundtable discussion by Tim Hutvagner and Mary Gardner on effects of Covid in an office
setting. Sonia Rutchick will also present her process of inventorying construction site equipment and
communications with general contractors in an effort to document assets for the personal property
?
roe
' assessment.
When: — Wednesday, October 7, 2020
Where: l Churchill Park Pavilion
j 1991 Main St
APPROVED | Newington, CT
NDOR# Time:. | 49:00 am to 3:00 pm
, Registration 9:30am
LOSE PO Y.. =
CCOUNT #_/o/of- 52250 ; i
MOUNT_.439.2 xa ST RETP iy Thursdaw. October 1, 202
SIGN _Qo mee ending CCMA A
roval
Fer questions-or i make your reservation, contact Brendan Moriarty
+, 860-258-2722 or email bmoria ockyhillct.gov
>
yt
Name of Attendee: Paige S Walton .
Organization: Town of Waterford
Phone: (g60)444-5820 | Email: pwalton@waterfordct.org
Checks Payable to the: SihachapterofiAAO:s7
Clo“ Brendan: Moriarty
OWit of Rocky-Hillé
“7§FOld Main Street?
Rocky Hill-Gr-06067"

Connecticut Chapter of the International Association of Assessing Officers
Course 402 — Tax Policy
Course 402 offers student's strategies for assisting in the effective formulation and implementation of tax
policies and presents background enabling students to understand the context under which property tax
policy is established. Students will be given analytical tools with which they can explain the effects of proposed
property tax changes. They will be grovided with a sound theoretical basis to guide decision-making and to
assist in creating workable solutions for their jurisdictions. The- course ts designed for assessment
in the area of tax policy ona regular basis. -_ ¥ Hy
ietemmemnaniniime F:
Sree ot
Recommended: Course 101 and Course 102, Property yas valiig tion {PAV} textbook (3rd edition) AQB Approved: 33.50 QE,
33.50 hours CE with exam /30 hours CEnorexmmnr
te i.
When: March 16. 20", 2020
Where: Bristol Public Library '
> High Street a
~-Bristol;-CF06010----
Time: 8:00am to 5: fem
Cost: | $55
$600.00 Non-Members
Course fees include the cost of materials. Any required books or periodicals can be purchased at IAAO.org
(Lunch on your own)
RSVP By Friday February 7", 2020
Refund Policy: Any cancellations prior to the RSVP deadline will be issued a 100% refund. Any cancellations
after the cancellation deadiine will only be issued a 50% refund. -
For questions or to make your reservation contact Sarah Scacco 203-563-0123 or email to
Sarah.Scacco@wiltonct.org
Municipality/Company: Town of Waterford
Name of Attendee; Paige S Walton
Phone 860-857-8303 Emai| PWalton@waterfordct.org
Amount Enclosed 52.09
Mail to: CT Chapter of AAO
C/O Sarah Scacco
Checks Payable to: CT Chapter of JAAO Wilton Assessor’s Office
238 Danbury Rd
Wilton, CT 06897

C Connecticut Association of‘Assessing Officers, Inc.
Education Committee
Lage ay
_.,, Chandler Rose, CMA IE, Co-Chair
OSS Willian Gaffney, CCMA II, Co-Chair
meee inten eH Le
ats of
} if
eer enarmmanton : emern an mre ne sce.”
EDU€ATIONAL OFFERING
7
Course: © BOARD.ORASSESSMENT APPEALS.WORKSHOP
Instructor: Brian-Smith,-GGMA He * ant
Date: Thursday;January 23, 2020**
Time: Registration 5.45 p.m. —.Workshop 6:00 — 9:00 p.m,
Location: — Colchester Town Hall --Contois Meeting Room ONE
127 Norwich Avenue
Colchester, Connecticut 06415
Make Checks Payable to: CAAO
NaMEr EVO. Kena N
woos: SS Oslo Sheet Mystic CTO635S
euone: ED-A—- WAT rota: Persil @upterferach 0%
Complete this form and mail along with your check in the amount of $50 to:
Colchester Town Hall
127 Norwich Avenue
Colchester, Connecticut 06415
Attn: John Chaponis
Any questions, please contact John Chaponis at (860) 537-7205 or Assessor@ColehesterCT gov
**In the event of inclement weather requiring a cancelation, the Workshop will be rescheduled for January 27, 2020,

asniconannteHE
ADMINISTRATIVE ASSESSMENT TECHNICIAN (AAT) MODULE 1D
INTRODUCTION TO BENEFIT PROGRAMS & EXEMPTIONS
DATES: February
TIME: There are
Class I -
Class 2 -
13, 19 and 26. (Snow dates: February 20 and 27)
two separate classes, one in the moming and one in the afternoon.
9:00 A.M ~ 12:00 P.M.
1:30 P.M. ~ 4:30 P.M.
*Please note: If the number of egistrants for either the moming or the afternoon class does not meet
the minimum class size, they w
for which the majority had regis
PLACE; QUALIT;
121 MAT
tl be combined into one class. The class will be offered in the time
tered,
Y DATA SYSTEMS
TATUCK HEIGHTS
WATERBURY, CT 06705
The topics covered in this modu! © are: Homeowners, Veterans, Additional Veterans, Blind, Totally
Disabled and Active Duty MV,
not vendor specific and will not
FEE:
The module consists of three half days. *Please note this module is
Cover any software
Registration must be received by; February 4, 2020 and mailed with the form and fee for
Purchase order) to: |
Pam Deziel+ t
Assessor's Office HRS FPA nals Aveta RUBS 1]
Wolcott Town Hall BAND, yet CLES Fea g gg ag
10 Kenea Ave 2708/2019 & Pages 1 FP1 Doc25s129;
Wolcott, CI 06716 0 OEESI287
Please contact Pam if you have Any questions at: 203-879-8100 x111 or pdeziel@wolcottct.org
Please send a copy of this form I, registration with required fee ($60.00) or copy of approved
purchase order. Class size js limited to a maximum of 25 students with a minimum of 15
“Tt
students,
(For AAT use only)
Morning Class Pal Afternoon Class [] CHECK#
PO#
AAT EXEMPTIONS/ABATEMENTS ome 1D lO\DY- §2650
name: EVO. Rens: % Wor ©
town: \Nyerer: nwolwal
CELL PHONE: (ROO) AGN -
orrice PHONE: RO) GUY 2 5820
y i (Contact if the class is cancelled due to weather.)
Som Cr. OM

John Rainaldi, CCMA Il, Co-Chair Patrick Sullivan, CCMA Il, Co-Chair
Jrainaldi@manchesterct.gov Patrick. Sullivan@westhartfordct.qov
The DMV has informed us that the towns’ Change-of-Address files have been placed on both the assessors’
and the collectors’ Tumbleweed sites. Your vendor should be contacting you this week with instructions to
load them.
The file names are:
2020_05_01_INTO100TaxTownAddressUpdates_xxx.csv
2020_05_01_INTO100TaxTownNameUpdates_xxx.csv
John and Pat
This year is CAAO’s Election year.
Become a leader within your professional organization. We are looking for members to run for President
- Elect, Secretary and Treasurer. CAAO could utilize the strengths that you possess and make our organization
. even better than it is now.
Anyone who is interested in running for one of these offices needs to send a nomination letter to the
Committee Chairperson, Gail Gwiazdowski assessor@pomfretct.gov or assessor@lisbonct.com by May
29". (Note: the e-mails are a correction from what was printed in the recent Assessoreporter)
ee
Por Asee sment Appeals
CCMA Courses 1A, 1B, 2A, 2B, 3 & 4
August 10 — 14, 2020
Registrations for the 2020 Annual Assessor RUE are now being accepted for CCMA Courses 1A,
B, 2A, 2B, 3 and 4. Phe: 300,00
Note: There will be no workshops for recertification credit offered by the Annual Assessor School this
year.
Class hours will be 8:30 am to 4:30 pm Monday thru Thursday. Class will start at 8:30 on Friday for
the exam.
The location of each class is to be determined at a future date. As soon as the class location is
confirmed students will be notified.
The number of seats available in each class will be determined by the location of the class.

A seat in the class will be reserved upon receipt of either payment in full or an approved purchase
order.
Courses 2A, 2B, 3 and 4 require p