PLEASE
REMEMBER THAT THIS WEB REPORT ON THE ACTIVITIES OF THE WESTON BOARD OF
FINANCE IS THE
OPINION OF "ABOUT TOWN" AND NOT AN
OFFICIAL REPORT OF ANY MEETINGS
For
background on meetings
upcoming or in the past,
W E S T O N B
O A R D O F F I N A N C E
MEMBERS:
Bob Atkinson, Michael Carter, Melissa Koller, Patrice Kopas,
Michael O'Brien, Chair.,
David Muller, Gerald T. Sargent, III, Vice-Chair.
Looking outward, since Weston does not
exist in a vacuum...as discussed at Board of
Finance meetings in the Fall and Winter of 2008...as relates to
foreclosure question:
________________________________________________________________________________________
BOARD OF FINANCE MEETING
NOTICE
Thursday, June 11,
2009 at 8pm
Town Hall Meeting Room
1. Discussion/decision re: supplemental appropriation from the
2008-2009 fiscal year, for the purpose
of meeting an expected Town operating 08-09 budget deficit/done.
2. Discussion/decision re: a special appropriation from the
2008-2009 fiscal year to meet the expected
OPEB supplemental funds needed for 08-09/done.
3. Discussion/decisiomn re: supplemental appropriation from
fiscal year 2009-2010 to settle C&H lawsuit
/done.
4. Discussion/decision regarding proposed Board of Selectmen
policy for combined Finance Director/
Treasurer position/discussed, modified.
5. Discussion/decision re: elimination and account balance for
various special revenue, enterprise and
special purpose funds/reserved for next meeting.
6. Approval of Meeting minutes of May 14, 2009/done.
7. Any other business
8. Adjourn.
________________________________________________________________________________________

"About Town"
stopped in after the Building Committee and saw this set up - it was
going to be a long night, so we went home.
FORUM reporter stayed - her notes here.
BOARD OF FINANCE MEETING
NOTICE
Wednesday, April 1,
2009 at 8pm
Town Hall Meeting Room
1. Discussion/decision regarding requested Town and School
operating and capital budget requests for
2009-2010/zero increase from last year for operating budgets.
2. Approval of the minutes of March 19, 2009.
3. Any other items to be brought up for Board consideration.
4. Adjourn.
_______________________________________________________________________________________
BOARD OF FINANCE MEETING
NOTICE
March 19, 2009
8:00PM, Town Hall
Commission Room
1. Discussion/decision regarding proposed FY 09-10 Board of
Education budget items (e.g. salaries,
grants, health insurance, etc.)
2. Discussion/decision re: FIA proposed phased in funding
schedule for OPEB trust account.
3. Approval of minutes of Feb. 12.
4. Any other items of business to be brought up for Board
consideration. (Is this not a
"special" and
not allowed to have an "any other
business" part of the agenda?)
5. Adjourn
_______________________________________________________________________________________
BOARD
of FINANCE MEETING NOTICE
February 12, 2009
8:00 PM, TOWN
HALL COMMISSION ROOM
1. Discussion/Decision
regarding proposed FY07-08 audit- Scott Bassett, McGladrey &
Pullen
2. Discussion/decision
regarding update on foreclosure listings. Donna Anastasia
3. Approval of Meeting
Minutes of January 8, 2009.
4. Any other items of
business to be brought up for Board consideration
5. Adjourn.
NOTE: At the conclusion of the meeting,
some members will attend the Board of Selectmen’s budget
meeting, and this may constitute a quorum.
________________________________________________________________________________________
Board of Finance Meeting
Notice/notes
December 11, 2008, at
8pm, Town Hall Meeting Room
1. Discussion/decision regarding proposed supplemental
appropriation or Insurance Reserve* transfer in
the amount of $22,900 for the purpose of meeting current year OPEB
obligations ($4100 school, $18,800
town)/insurance reserve funds for school and town to be reduced by
these numbers.**
2. Discussion/decision regarding recommended OPEB custodial
services agreement with Wachovia/to
become Wells Fargo eventually - requested that before we go about
investing OPEB $$ there be a clear
statement of investment policy (asset allocation suggested: 45% fixed
income, 50% equities, 5%
REIT).
3. Discussion/decision regarding recommended investment
consulting agreement with Fiduciary
Investment Advisors/more to come.
4. Discussion/decision regarding FY09-10 budget guidance to the
Board of Education and Board of
Selectmen/
After lengthy discussion, including input
from Superintendent of Schools, Director of Finance
for the Board of Ed. and Town
Administrator, it seemed that all involved were aiming for 3%
increase or less,
as the First Selectman had suggested. Reference to reports
distributed at
multi-board meeting.
It was stressed by some
members of the Board of Finance that announcing a "number" might not
be a good
idea, and that it would be a good thing to inform the taxpayers all
during the
budget-making process of what was being considered to avoid a
last minute "You didn't tell us!"
situation.
Others opinions were not to
pick a percentage at this point because that could have unintended
consequences (wrong number a
possibility at this early stage).
"What can the taxpayers
afford?"
Impact of return from private
school (320 kids there now...)
Board of Education budget
workshops to be televised January 12, 14 and 16, 2009.
Questions from the Board of
Finance: how much is salary $$ in the education budget?
Answer: 60% salary, 20% benefits. Plus fixed
costs and cost of mandates.
When will we know how much
the Grand List has grown/shrunk? February 1, 2009 is date for
filing of new
Grand List (after reassessment appeals are over, etc.).
5. Approval of Meeting minutes of November 13, 2008/done.
6. Any other items of business to be brought up for Board
consideration/none.
7. Adjourn/10pm.
-----------------
* = "Insurance Reserve" at $1,800,000 (Education) and
$350,000 (Town) before this action.
Board of Ed at $7 million and
Town
at $1.4 million - numbers possibly needed to cover 100% costs???
** = why are we doing this if there
is a state teachers retirement fund?
________________________________________________________________________________________
Multiboard
discussion
regarding the current
financial crisis and its implications for Weston...
December 2, 2008 meeting of Finance, Selectmen and Education Boards
began late, after
executive sessions re: various judgements ...
_______________________________________________________________________________________
OUR
BOARD OF FINANCE ON TOP OF HOUSING ISSUE...background here from NYTIMES.
Board of Finance agenda for
November 13, 2008 at 8pm
Town Hall Meeting Room (6 members present, one speaker phone)
1. Approval of
Tax Collector Suspension List in the amount of $51,830.35/est. @44
property owners in
serious condition (i.e. including foreclosed, IRS tax liens, judgement
liens,
etc.); list approved
Atkinson (m), Sargent (s) - unanimous .
2. Discussion/decision regarding proposed supplemental
appropriation in them amount of
$66,602 for the purpose of reimbursement of overpayment of State grant
for the Hurlbutt
core building project/Town Administrator explained that basement area
not counted but we will have to
refund $$ to CT - the funding process nowadays is for the Town to
upfront the money...Town Attorney
will be asked to review this before action is taken.
3. Discussion/decision regarding recommendation to borrow up to
$837,000 from the Town's
general fund balance to provide funding to continue with the High
School auditorium project until
the grant retainage amount is released/this amount is too high because
original amount did not include
$119k refunded from the high school roof project - number more like
$686k...but they voted to transfer
up to $700,000 from the General Fund surplus to the auditorium project
(O'Brian m, Sargent s; unanimous).
4. Discussion/decision regarding proposed year end transfers for
FY07-08/discusion of whether there
should be Finance Board oversight when town-side budgets by department
go over ther amount OK'd by
ATBM - example of road repaving budget. In the budget process
only the Board of Education gets to
move items around and change numbers in different parts of their budget
(see Town
Charter)
"About Town" left at this point...
5. Approval of meeting minutes of Oct. 23, 2008.
6. Any other business to be brought up for Board consideration...
7. Adjourrn.
_______________________________________________________________________________________
Revised
Board of Finance agenda for October 23, 2008 at 8pm
Town Hall Meeting Room
1.
Discussion/decision regarding OPEB investment advisory services
contract/done, but not active yet.
2. Year end transfers (revision - to be discussed at a later
date).
3. Discussion/decision regarding borrowing for school
construction project until completion of audit
requirement/next month - discussion of where the balance between cost
of financing and the loss of
income meet.
4. Discussion/decision regarding target town/school/capital
budgets for FY09-10/teachers' contract in
arbitration.
5. Approval of minutes of Sept. 11, 2008?.
6. Any other items of business to be brought up for Board
consideration (???)
7. Adjourn.
________________________________________________________________________________________
Board of Finance agenda for
September 11, 2008 at 8PM
Town Hall Meeting Room
Only four items on
this agenda, but it lasted a couple of hours.
First was
Power Point presentation by Bleachers/Booster Barn group. After discussion, Board of Finance
voted unanimously in favor of using $513k of the "special
appropriation" fund of 2% of gross budget of
FY'09 ($63 million), as the Selectmen asked, money to be repaid in
approximately 8 years by user groups.
Second was the Weston Volunteer Fire Department request for $900k over
a three year period starting in
FY'09 (this year) - 3 payments of $300k each. This is to rebuild
the Lyons Plains Firehouse (which the
Volunteer Fire Company owns).
Third was the minutes of the previous meeting and fourth ("any other
business") "About Town" left.
________________________________________________________________________________________
Board of Finance Agenda for
June 12, 2008 at 8pm
Town Hall Commission Room
1.
Discussion/decision regarding proposed account transfer of $111,853.30
to the school
construction account (8000400-49000), from the high school roof capital
account (5007532-55001);
2. Discussion/decision regarding proposal to develop RFP for
soliciting OPEB trust fund investment
services.
3. Approval of minutes April 1 and May 8, 2008
4. Any other items
5. Adjourn
________________________________________________________________________________________
SPECIAL BOARD OF FINANCE
AGENDA
Tuesday, May 27, 2008,
8pm
Town Hall Meeting Room
1. Discussion/decision regarding the disposition of the General
Fund Balance/decided to fund O.P.E.B.
and the Auditorium.
________________________________________________________________________________________
BOARD OF FINANCE MEETING NOTICE
May 8, 2008 at 8pm
Town Hall Commission Room
1. Discussion/decision re: supplemental appropropriation, Kid in
Crisis program for FY2009, $67,958
2. Discussion/decision re: supplemental appropriation request in
the amount of $512,700 ($333,700)
for the replacement of the Town Hall roof.
3. Update on the auditorium bid results (bids opened May 6)
4. Discussion/decision re: supplemental appropriation for
drainage improvements/outfall for 33 November
Trail in the amount of $31,640.
5. Discussion/decision re: proposed Board of Selectmen
appropriations from General Fund Balance
surplus for Special Town Meeting.
6. Approval of minutes, Feb. 25 and Mar. 13, 2008.
7. Any other items...
8. Adjourn.
_______________________________________________________________________________________
ATBM OKs everything in the budget April
21, 2008.
Weston High School "Company" provides
assistance to Town Meeting - sets up mics, does
sound checks, etc.
________________________________________________________________________________________
SPECIAL
BOARD OF FINANCE MEETING; THURSDAY,
April 3, 2008 at 8:00 PM -
TOWN HALL COMMISSION
ROOM - agenda is: Discussion/deliberation regarding FY 2008-2009
Board
of Selectmen, Board of Education, Capital Improvements and Debt Service
budgets respectively.
4-3 vote not to cut the school budget; everything else OK'd as is.
________________________________________________________________________________________
BOARD OF FINANCE MEETING NOTICE
Thursday, March 13,
2008
8PM, Town Hall Meeting Room
1. Discussion/decision re: unfunded mandates group/put off until
a later meeting
2. Discussion/decision re: surplus/after Executive Session
discussing extent of liability re:
heart&hypertntion with Town Administrator, vote unanimous to limit
expenditure of surplus (we think).
3. Minutes approved from Feb. 14
4. Under "any other business" vote taken to recommend O.P.E.B.
Board and trust agreement to
Board of Selectmen as appears in text previously discussed in time for
Public Hearing on Public
Hearing on Ordinance at the Board of Selectmen (March 20 at 7pm)
_______________________________________________________________________________________
BOARD OF FINANCE MEETING ON
THE BUDGET, TOWN HALL MEETING ROOM
Monday and, if
necessary, Tuesday, Feb. 25 & 26 at 8pm, Board of Selectmen's Budget
Wednesday and, if necessary, Thursday, Feb. 27 & 28, Board of
Education Budget
______________________________________________________________________________________
BOARD of FINANCE
MEETING NOTICE
Thursday,
February 14, 2008
8:00 PM
TOWN HALL MEETING ROOM
1. Discussion/Decision
regarding proposed Senior Property Tax Freeze.- Woody Bliss, First
Selectman.
2. Discussion/decision regarding
proposal to establish trust fund for OPEB liabilities.
3. Discussion/decision regarding supplemental
appropriation request in the amount of $54,000 to apply
a portion of a Police Department heart and hypertension claim.- Tom
Landry/done
4. Discussion/decision regarding proposed
appropriations from General Fund Balance surplus/ 3-3 tie.
Very interesting, but we are not sure what is going on here...there is
supposed to be a Special Town
Meeting, we think, on appropriating the excess "surplus" in the rainy
day fund. But how much, what it
will be used for and when the Town gets to decide is up in the
air. We left after more than 2 hours.
5. Approval of Meeting Minutes of January 10.
6. Any other items of business to be brought up for
Board consideration
7. Adjourn.
_______________________________________________________________________________________
BOARD of FINANCE
MEETING NOTICE
January 10, 2008
8:00 PM
TOWN HALL COMMISSION ROOM
1.
Discussion/Decision regarding selection of appropriate account type for
GASB/OPEB fund
accumulation.- Natalie Welsh, Shipman and Goodwin/interesting
discussion of possible Trust Fund.
2. Presentation
of FY2006-2007 audit.- Scott Bassett, McGladrey & Pullen/ no big
problems.
3.
Discussion/Decision regarding supplemental appropriation request in the
amount of $325k for the
purpose of design and reconstruction of Cartbridge.- Tom Landry/as one
members stated, "Do we have
a choice?"
4.
Discussion/decision regarding targeted General Fund Balance amount to
be considered for
re-appropriation/"About Town" did not stay to hear this.
5. Approval of
Meeting Minutes of December 13.
6. Any other
items of business to be brought up for Board consideration
7. Adjourn.
_______________________________________________________________________________________
We did
not attend,
but received reliable report of Election results.
BOARD of
FINANCE
MEETING
NOTICE
December 13, 2007 rescheduled
to MONDAY, DEC. 17 because of impending
snow storm Thursday.
8:00 PM
TOWN HALL COMMISSION
ROOM
1.
Discussion/Decision regarding approval of wording
for January 17 special town meeting addressing
school construction
projects.- Bruce Chudwick, Shipman and Goodwin.
2.
Discussion/decision regarding proposal to
establish trust fund for OPEB liabilities- Bruce Chudwick
3.
Executive Session- Potential Litigation Settlement
Regarding Liberty Mutual/Nettleton Mechanical
Claim.- Don Gary, School
Building Committee
4. Approval
of Meeting Minutes
of
November 8 .
5. Election
of Board officers/Michael O'Brien, Chair., Gerald Sargent, Vice-Chair.
6. Any
other items of business to be brought up for
Board consideration
7. Adjourn.
--------------------------------------------------------------------------------------------------------------------------
"About
Town" could
not attend - however, reliable information indicates that, given a
second
chance, this time the Board of Finance approved FAA $$!
REVISED
AGENDA (3pm
Tuesday) - Executive
Session- Potential Litigation
Regarding Revson
Field- G. Kenneth Bernhard
(as new item #3)
BOARD of FINANCE,
November 8, 2007, 8:00 PM, TOWN HALL COMMISSION ROOM
1.
Discussion/Decision regarding request for approval of vehicle tax
suspension list.- Charity Nichols.
2.
Discussion/decision regarding supplemental appropriation request from
the Police Commission
(expected to be approximately $5,000) for Police
Chief search expenses.- Rick Phillips.
3.
Discussion/decision regarding final FY2006-07 year end transfers. Rick
Darling.
4. Discussion of
general financial status and projections in anticipation of general
fund balance draw
down for capital and OPEB needs.- Tom Landry.
5. Update on the
status of various capital projects- Davis Hill drainage, Revson Field
drainage, town
hall roof, town/school facilities report.- Tom Landry
6. Approval of
Meeting Minutes of October 11 and October 22.
7.
Supplemental
Appropriation Request in the amount of $58,000 to join a regional
appea
of the recent FAA flight path plan. – Woody Bliss
8. Any other items
of business to be brought up for Board consideration
Another second hand
report - apparently, at the 7pm Special Board of Finance meeting on
Oct. 22,
2007, the two item agenda included a settlement for one
Referendum contract (approved for
payment) and funding to join in a
multi-town endeavor to challenge the FAA route proposed
changes in the
flight paterns above, among other places Weston. Approval not
given
(unanimolusly).
--------------------------------------------------------------------------------------------------------------------------------------------------------
Report is below
second
hand ("About Town" got as far as the "S-Curve" and turned around and
went back home) - from two different sources...see
Weston FORUM report
below.
Board of
Finance, Thursday,
October 11, 2007 at 8pm in the Town Hall Meeting Room
1.
Supplemental for Interfaith Housing of $14,420.00 approved by the Board
of Selectmen/we assume
this was approved.
2. Discussion regarding the supplemental
appropriation of $5,467.00 for a new Dial-A-Ride van
requested by
the Commission on Aging/this, too..
3. Discussion regarding the supplemental
appropriation of
$35,000.00 for Police Chief recruitment
expense requested by Police
Commission Chairman Rick Phillips/withdrawn from agenda.
4. Discussion regarding a supplemental
appropriation
for $24,000.00 for a drainage study requested by
Deepwood/Davis Hill
residents/? we didn't find out about this.
5. Discussion regarding the supplemental
appropriation of $65,000.00 for drainage improvements at
Revson Field
requested by the Building Committee/done - Board of Finance interested
in weighing the
choice to do the repair or pursue legal action..
6. Discussion regarding the supplemental
appropriation of $3,500.00 for a survey of Revson Field/done.
7. Further discussion regarding the OPEB
liability
and funding proposals/?.
8. Resolution authorizing the Close out of
Capital
Projects and re-appropriation of funds/done, we think.
9. Discussion regarding Capital non-recurring
fund
transfers and Close outs/done, we think.
10. Update on the progress of the Facilities Review-Tom
Landry/on schedule to have draft end of October
(we think--same as
reported at Building Committee).
---------------------------------------------------------------------------------------------------------------------------------------------------------
Board
of Finance Meeting Notice,
Thursday, December 14, 2006 at 8pm, Town Hall Commission
Room.
1. Discussion/decision re: General Fund Reserve
target
amount and Policy - Board of Selectmen/this
item will be discussed at
the next meeting in greater depth - however, no decision need be made
until
after the completion of the budget process (April 2007);
2. Discussion/decision re: transfer request in the
amount
of $37,478 for 2 road drainage projects
(John Conte)/question of
establishing policy - Town aware of this, OK for these 2 projects.
3. Discussion/decision re: transfer request in the amount
of
$20,000 for the purpose of renovations to
Kinderland for interim
occupancy by various Town departments (Tom Landry)/$17,000 OK'd after
extended
debate; Town agreed to continue using Jarvis for a Town
department (i.e. Social Services or Parks and
Rec).
4. Report on schedule for High School roof repair (Tom
Landry)/probably to a Special Town Meeting in the
new year to have the
voters decide.
5. Approval of minutes of November 9/done..
6. Any other items of business to be brought up for Board
consideration/further discussion of new State
Mandate on retirement
funds set-asides; discussion of Capital Advisory RFP re:
School and Town major
structure/capital facilities plan for scheduled
major repairs ("About Town" interpretation of topic).
7. Adjourn/"About Town" left before adjournment--at
10:15pm.
_______________________________________________________________________________________
Weston's
finance
board wants feedback: How much are taxpayers willing to
spend?
Weston FORUM
Written by Kimberly Donnelly
Wednesday, December 17, 2008
The Board of Finance wants to hear from Westonites now what they think
they can afford to pay in taxes
next year.
When it comes to budget preparations and deliberations, “the real
question is what can the town afford?”
said Mike O’Brien, chairman of
the finance board.
The board heard presentations from the town and the schools at a joint
meeting of selectmen and finance
and school board members earlier this
month. The finance board also got updates at its meeting Thursday,
Dec.
11.
When it comes to advising the
selectmen and the
school board at this point, the consensus of the finance
board is that
it is “not going to give guidance as to a particular number,” Mr.
O’Brien said.
Both the schools and the town have said they are looking at
about a 3%
increase to their respective
budgets. “We see that as a maximum, not a
goal,” Mr. O’Brien said.
“Giving a hard and fast number doesn’t really get the job done
one way
or another,” Mr. O’Brien said.
“Basically we’re saying, ‘Put together
the best budget you can, given what’s going on in the world, and
keep
it down as much as you can.’”
Public feedback
Mr. O’Brien would like to see the public get involved and voice
opinions early on to give the various town
entities a sense of what
people are willing and able to pay.
“It comes down to the Board of Finance — at the end of the day,
it’s up
to us to decide what the town can
afford and what it can’t. But we need
the input of the townspeople to tell us what we can afford,” he said.
It is still early in the budget process — real deliberations
will begin
after the first of the year — but
departments have already been looking
at what they need for the 2009-10 fiscal year. Town departments
submitted their initial budget requests to the town administrator and
finance director this week.
The school board will hold budget workshops Jan. 12, 14 and 16.
“I
would strongly recommend people
attend these workshops,” Mr. O’Brien
said, noting they will also be televised on the public access station.
He also suggested taxpayers attend the Board of Selectmen
meetings when
the first selectman presents
the proposed town budget (scheduled for
Tuesday, Feb. 3) and when the school board presents its
proposal to the
selectmen (set for Wednesday, Feb. 4).
Uncertainty
Mr. O’Brien acknowledged that people may not know right now just
how
their financial situations are going
to play out over the next several
months. Aside from the uncertain world economy, the impact of
revaluation on Weston homeowners won’t become apparent until February.
Revaluation and its overall impact on the town’s grand list, as
well as
the town’s revenue stream, will also
factor into budget deliberations.
Mr. O’Brien pointed out that the capital budget has not yet been
addressed, but, he said, the general
consensus seems to be that the
town should not defer maintenance items if at all possible.
However, it is not likely the town will seek bonding anytime
soon. “In
this environment, bond issues right
now are a no-go, because they are
very expensive. We are hoping the bond market in 2009 will come
back
and allow us to get a good rate.” Only then could the town consider
bonding for any capital items,
Mr. O’Brien said.
Still, even with all the unknowns, it’s important for people to
go to
meetings where budgets are still being
crafted and scrutinized and to
voice their opinions early on, Mr. O’Brien said.
Speak Up, held by the League of Women Voters of Weston every
February,
is also a great time for people
to ask questions of the selectmen and
the members of the school and finance boards, and to let those
same
people know their thoughts and ideas, Mr. O’Brien said.
“Getting a feel for what the affordability is in town is going
to be
interesting and important this year,” he
said.
____________________________________________________________________
Weston
Annual Town Budget
Meeting; Voters approve $63.4 million budget
Weston Forum
Patty Gay
Apr 22, 2008
At the Annual Town Budget Meeting held last night in the
auditorium of
Weston High School,
approximately 120 voters overwhelmingly approved an
overall 2008-09 town budget of $63,417,586,
a 4.71% increase from the
current fiscal year.
Immediately after the vote, the Board of Finance approved a mill
rate
of 24.05, a 2.82% increase from
the current rate of 23.39. A mill is
equal to $1 for every $1,000 of assessed property value.
The budget was approved exactly as it was recommended to the
taxpayers
by the finance board.
Although there were comments and questions raised
about the education budget and items in the town
budget, no changes
were made.
Line by line, voters approved a town operating budget of
$10,626,270, a
4.57% increase from the current
budget.
The school budget of $43,975,601, a 5.48% increase, was approved
in one
singular vote.
Voters also approved a capital improvement budget of $1,396,000,
a
5.76% increase; and a debt service
budget of $7,419,715.
___________________________________________________________________
From FORUM...earlier action reported
Officials
question the safety of Revson Field
Weston FORUM
by Kimberly Donnelly
Apr 9, 2008
Some officials believe the town should take a more
proactive approach toward fixing the problems on
Revson Field.
At a Board of Selectmen meeting last Thursday, April 3,
Selectman W. Glenn Major said the discovery
of glass and other debris found embedded throughout the playing field
means the field might still be
unsafe; rather than waiting to see if more glass turns up, the town
should be more actively checking to
see if there is more, Mr. Major said.
“The glass you can see, you can pick up. It’s the glass you
can’t see that’s the issue,” he said.
Athletic Field Services of Larchmont, N.Y., owned by Flavio
LaRocca, was hired last fall by the town to
try to remediate drainage problems and surface inconsistencies that
plagued Revson for more than two
years.
A few weeks ago, however, as the fields were being readied for
the upcoming high school baseball
season, maintenance workers noticed and reported large amounts of
debris, including shards of glass
and pieces of slate, asphalt, wood, and plywood, embedded throughout
the outfield where remediation
work had been done.
Tom Landry, town administrator, explained at the April 3
selectmen’s meeting that when the debris was
discovered, Mr. LaRocca came to look at it and agreed he would do what
it takes to make it right.
On Wednesday, March 26, Mr. LaRocca and a crew of eight workers
raked, swept, and hand-picked
debris from the field, which was re-opened the next day.
By Friday, March 28, however, the field was closed again because
more glass was discovered. Mr.
Landry said he again called Mr. LaRocca, who sent more workers on
Wednesday, April 2, to handpick
glass off the field. Mr. Landry said Mr. LaRocca told him conditions
were too wet at that time to rake.
The high school baseball team played its first game on Revson
Field that same day, April 2. Conditions
were a bit “wet and soupy,” but no problems were reported, Mr. Landry
said.
Excavate
At the April 3 Board of Selectmen meeting, Mr. Major suggested
the town should perhaps excavate at
least one area on the field where it is known a depression was filled
with topsoil, in order to get a better
idea of how deep the glass might be buried.
“We have a duty to make sure the field is safe,” Mr. Major said.
He acknowledged everyone has been trying their best to keep
field closure to a minimum so as to not
impact the kids, but the situation now warrants a different approach.
“So you lose the field this spring anyway because you shouldn’t
be playing on it if there’s glass on it ...
I don’t subscribe to the concept that you play on the field because you
don’t see any glass. I think we
have to be reasonably assured that there isn’t any glass for them to be
playing.”
“I have no doubt you can go out there and find glass,” Mr.
Landry said.
Mr. Major asked Mr. Landry to coordinate with the Parks and
Recreation Department, which oversees
the town’s playing fields, to dig up a section and examine the soil
more thoroughly.
First Selectman Woody Bliss, who was participating in the
meeting by phone, said he thought the
contractor should be present during such an inspection. “We don’t want
him coming back and saying
we did something to the field,” Mr. Bliss said.
At this point, Joe Fitzpatrick, chairman of the Building
Committee, offered his opinion. “At this stage,
whether it was the guy’s fault or he got bad material is irrelevant. He
put bad stuff on the field. We gave
him the opportunity to clear it. It doesn’t sound like he’s done it.
What I would do is do what Glenn [Major]
suggested. Send Tom [Landry] out there. The minute you find a hunk of
glass, you put [Mr. LaRocca] on
notice ... You give him whatever the legal notice is, 72 hours ... You
direct him to come in, scrape
everything off, remove all the material and replace it. When he tells
you no, you get someone else to do
it, and you haul [Mr. LaRocca] ... into court. I don’t know what else
you can do.”
Mr. Major agreed, saying if glass is found deeper in the soil,
“you don’t want to be playing on it ...
you’ve lost the field anyway.”
Westonite Bob Machson spoke from the audience and praised Mr.
Major’s initiative. “If someone did this
in my back yard, I would be giving them 24 hours to get it off, or get
someone else to get it off, and I
would sue the person. Period,” Mr. Machson said.
“Frankly, Tom,” he continued, speaking to Mr. Landry, “I’m
surprised that was not your first reaction. I
applaud Glenn ... and I have to say, that should be the town’s first
reaction.”
Mr. Machson also said he would like to hear from town counsel
about what the town’s legal rights are.
He said he is concerned, also, about preserving evidence from the
previous problems the field had —
problems Athletic Field Services was supposed to be addressing, but for
which no one has yet to be held
accountable, Mr. Machson said.
Mr. Major said the town had a survey done last October — before
work began —to establish and preserve
the existing conditions.
History
Flooding and other poor field conditions have plagued the two
baseball fields at Revson since it was
renovated more than two years ago during the school and athletic
facilities building project.
A report by Milone & MacBroom, commissioned by the town in
September 2006, states the drainage
problems at Revson were caused primarily by “compaction of the topsoil
and the very low permeability of
the subsoil.” In addition, “depressions in the playing surface” are
noted as a contributing factor to the
drainage issues.
Milone & MacBroom offered several proposals for redoing the
fields that would be guaranteed to fix the
drainage problem. To completely re-engineer the field, however, would
cost the town anywhere from about
$500,000 to upwards of $1.2 million.
At the urging of the Building Committee, the town instead opted
to hire Athletic Field Services to use a
much less expensive shatter penetration and aeration method to try to
remediate the field. In October,
the town finance board approved up to $65,000 for repair work, along
with $3,500 to first complete a
survey.
As of Nov. 5, Athletic Field Services had completed about
$42,000 worth of work, including aerating the
outfield, bringing in 160 tons of topsoil, 40 tons of clay, and
reseeding with about 1,000 pounds of seed.
Blame
The question of who is to blame for the initial problems at
Revson has remained largely unanswered.
Town officials have said with four different design and
construction companies involved, all denying fault,
it was determined it would be difficult to win in court.
However, when the Board of Finance was asked to approve money
for the “quick fix” of the field, it urged
local leaders to fix their sights on legal action against those
potentially responsible for the field’s condition.
“There is wisdom in paying the $65,000 to fix the field,” said
then finance board Chairman Jerry Sargent in
October 2007, “but there is a concern from many on this board about
throwing more money at a problem
that is not of our own making.”
Several finance board members agreed at that time the firms that
designed and constructed the field
should be held liable for the substandard conditions.
The first selectman was at the October finance board meeting as
well, and said the town had explored
legal action, but he would not elaborate in open session. The finance
board then voted to enter executive
session to discuss the legal issues.
About 20 minutes later, the finance board returned from
executive session and rendered its approval for
the supplemental appropriations to cover the cost of the survey and
Athletic Field Services’ remediation
work.
___________________________________________________________________
Weston
finance board examines capital improvement priorities
by Brian Gioiele
Weston FORUM
Feb 21, 2008
While there is no final priority list or exact dollar amount,
one thing is certain: town officials will be asking
taxpayers to spend at least $2.1 million in the coming months.
The Board of Finance spent Thursday night discussing possible
priorities, focusing on funding the liability
for post-employment benefits trust fund ($1.1 million), high school
auditorium work ($700,000) and Town
Hall roof repairs ($350,000).
The board delayed any ruling on the priorities, instead waiting
for the town’s capital committee to finalize
its own priority list from not only that group of three items but also
those listed in the Kaestle Boos report,
which lists some $44 million in needed work on the school and town
facilities.
“We need a priority list,” said First Selectman Woody Bliss. “We
have money to spend on the highest
priority items, such as the Town Hall roof. Then we have to make
decisions on funding the other projects.”
Finance board member Melissa Koller said that, with interest
rates low now, it may be time to look into
bonding the major projects, so that the work may be done as quickly as
possible.
“Here we are faced with $40 million in potential expenditures,”
said Ms. Koller. “Interest rates are at
all-time lows. It’s a good time to look at bonding.”
“The choices are doing the projects at once and paying over time
or spreading out the work and the cost
to taxpayers out over years,” responded Mr. Bliss. “I’m with you. I’d
rather do more up front.”
And where is the money going to come from to cover the $2.1
million in potential expenditures? Excess
in the town’s general fund, that’s where.
During its January meeting, the finance board seemed to favor
keeping the town’s fund balance at 12%
of the total town budget, currently estimated at $63.4 million for the
2008-09 fiscal year.
The fund balance will be an estimated $10.4 million by June 30 —
end of the present fiscal year —
which puts the general fund at 16.6% of the so-to-be finalized fiscal
year 2008-09 fiscal year budget.
What does that all mean? Using the 12% number, the general fund
would need to be $7.6 million. What
that means is that the town would need to draw down the fund balance by
$2.9 million to spend on some
of the impending costs facing the town.
One problem with moving such a large chunk of money from the
general fund lies in the town charter.
The charter states that supplemental appropriations “in any fiscal year
shall not exceed 2% of the current
tax levy.” Any larger such cash shifts require Town Meeting approval.
The fiscal year 2007-08 tax levy is some $58.6 million, and 2%
of that figure is $1,172,893. The
supplemental appropriations, to date, are $548,354, meaning that the
town can only move another
$624,539.
Board members acknowledged that it will seek Board of Selectmen
authorization for a special Town
Meeting for the use of general fund supplemental appropriations over
and above the $624,539 to address
OPEB (the town’s liability for post-employment benefits, particularly
retiree medical benefits) and capital
committee project recommendations.
But the board members were split on how much to ask the special
Town Meeting to spend.
Board member David Muller first moved that the $624,539 remain
untouched in the general fund for the
remainder of the present fiscal year to cover any surprise supplemental
appropriations and $2,178,330 to
go before the special town meeting.
“I want to retain the flexibility,” said Mr. Muller about having
that money available to cover unanticipated
costs prior to the end of the present fiscal year.
Mr. Muller was joined by fellow members Patty Kopas and Bob
Atkinson in supporting the option. But
Chairman Michael O’Brien, Ms. Koller and Michael Carter were opposed,
leaving a 3-3 tie that defeated
the motion.
“I’m concerned about having $624,000 set aside,” said Mr.
Carter. “I’d rather hold back $200,000 or
$300,000 instead of $624,000. If we go a little below 12%, so be it.
Mr. O’Brien said that any of the $624,539 unspent at the end of
the fiscal year remains in the general
fund and could then be added to the $2.1 million.
“Twelve percent is an arbitrary number,” said Ms. Koller, adding
that maintaining 8% to 11% of the fiscal
year’s budget is enough to maintain an Aaa rating. “I think we are
being extremely conservative here.”
But Mr. Bliss said that the town should remain at the high range
of 12% considering the town’s high level
of debt after bonding the $80-million school project.
“I’d be cautious about dropping below 12%,” said Mr. Bliss. “If
you’re thinking about another bond issue,
then you should think about keeping it around 12%. It’s real easy to
spend the money. It’s not easy to
get it back.”
Mr. Bliss was referring to when he entered office, and the
town’s general fund was at only 3%. His initial
goal was to reach 7% of the town’s fiscal year budget, but that goal
steadily rose as the town embarked
on the school building project.
In a letter dated Dec. 21, Town Administrator Tom Landry states
three reasons to maintain the 12%
retention level: “1) It helps to offset the high debt level carried by
the town as compared to other Aaa rated
communities for bond rating agencies; 2) There is a standing $400,000
heart and hypertension judgment
against the town, which, if we lose the appeal, will have to be paid
from general fund balance proceeds;
3) There are six months remaining in the fiscal year, so any additional
supplemental appropriations made
by the Board of Finance over the remainder of the year will further
erode the 12% balance.”
Following Mr. Muller’s failed motion, Mr. Carter moved that
$300,000 be maintained to cover unexpected
costs through the end of the fiscal year and $2,449,478 go before a
future special Town Meeting. Ms.
Koller and Mr. O’Brien joined Mr. Carter, while Mr. Muller, Mr.
Atkinson and Ms. Kopas opposed, meaning
this vote also failed.
“The capital committee will come up with a list of priorities,
then there will be some meat behind the
$2.1-million number. If the priorities come out to $2.2 million or $2.3
million, then there might be a call on
the $624,000,” said Mr. O’Brien.
______________________________________________________________________________________
Heart and hypertension: Weston officials
not stressed by officers' claims
Weston FORUM
by PATRICIA GAY
Jan 9, 2008
Two medical claims that could set the town back hundreds
of thousands of dollars aren’t bothering Tom
Landry, town administrator.
In November, Mr. Landry told the Board of Selectmen there were several
big ticket items the town will
likely have to pay for in the upcoming fiscal year. Among those items
are two “heart and hypertension”
medical claims made by two Weston police officers.
One of the claims, by police Officer Richard Palmiero, is in the final
stages of disposition and may exceed
$400,000. The other claim, by Detective Carl Filsinger, is more recent,
and its price tag is not yet known.
Mr. Landry said these claims are one reason why the selectmen and
finance boards are holding onto and
not spending the budget surplus. “We are setting aside $400,000 for
Rich Palmiero’s claim. We are not
sure what else might crop up, but this expense is no surprise,” Mr.
Landry said.
Scott Williams, an attorney with Maher Williams of Fairfield, who
specializes in workers’ compensation
issues, is representing the town of Weston in these claims. He said he
has represented the town on
workers’ compensation cases for many years.
Special benefit
Officer Palmiero’s claim is the first of its kind for Weston, said Mr.
Landry. It is not a lawsuit, but rather
a claim for a special benefit under Connecticut General Statute 7-433c.
The benefit is available to police officers or firefighters who become
partially or totally disabled or die as a
result of hypertension or heart disease. It applies only to those who
were hired before 1996.
How much the officer or firefighter is compensated under the special
benefit depends on a variety of
factors, including age, scope of the disease, and length of service.
To claim the benefit, several things are required. When the employee
was hired he or she had to have had
a clean physical with no signs of heart disease or hypertension. The
claim must be filed within a year after
a doctor diagnoses the employee with hypertension or heart disease. The
claim must be filed with the
town and the commissioner’s office of workers’ compensation in
Stamford.
A commissioner decides if the claim is valid. The town may not appeal
the commissioner’s decision, but
may dispute the amount awarded for the claim.
Mr. Landry said Officer Palmiero’s case has progressed very far in the
process. Officer Palmiero was hired
before 1996, had a clean pre-employment physical, and was diagnosed by
his doctor with either heart
disease or hypertension. He made a claim for the benefit within a year
of the diagnosis, and a workers’
compensation commissioner accepted the claim, Mr. Landry said.
All that is left hanging is the dollar amount of the benefit. The
commissioner pegged it in the low $400,000
range based on its calculations. The town is disputing that figure and
has requested that Officer Palmiero
have a physical by an outside physician to see if that doctor agrees
with the diagnosis of Officer
Palmiero’s doctor.
“If the outside doctor agrees with Rich’s doctor, then the town will
pay the full amount. If there is a
significant difference, we will have to discuss things further,” Mr.
Landry said.
Attorney Williams said if the diagnosis is different and the town and
Officer Palmiero cannot reach a
compromised agreement, both sides’ numbers will be submitted to a
commissioner, who will pick one
of the numbers. That decision is final and may not be appealed.
Detective Filsinger’s claim has not been heard yet by the
commissioner’s office.
Workers’ comp
The heart and hypertension special benefit differs from a regular
workers’ compensation benefit in several
ways, said Mr. Williams.
Under the special benefit, an employee does not have to prove the
disease is a result of the job, and
family history is not relevant. “It is presumed that the job caused the
disease,” Mr. Williams said.
There is no such presumption under regular workers’ compensation laws.
And in those cases, such
factors as family history are quite relevant.
But there is one benefit to filing a claim under regular workers’
compensation laws, Mr. Williams said.
Financial awards from that process are not taxable, but the awards are
taxable under the special benefit.
In 1996, the state legislature, facing pressure from towns and cities
that were paying significant money
in heart and hypertension claims, repealed the special benefit by
adding a clause to statute 7-433c which
read, “Those persons who began employment on or after July 1, 1996,
shall not be eligible for any benefits
pursuant to this section.”
So police officers and firefighters hired after July 1, 1996, are not
eligible for the special benefit, but they
may still make a claim under regular workers’ compensation laws, Mr.
Williams said.
Mr. Williams said there are strong advocates on both sides of the
equation as to whether there should be
a special benefit for heart and hypertension. “One side says taxpayers
are getting killed by these claims,
but the other side says these emergency service workers put their lives
on the line protecting people and
it is difficult to prove the causation of heart disease or
hypertension,” he said.
Mr. Landry acknowledged that in 2007 there was legislation proposed to
reinstate the heart and
hypertension special benefit, but it didn’t make it through the
approval process. “You can expect to see it
introduced again,” he said.
Surprise
Officer Palmiero said some people are surprised to learn that he has a
heart and hypertension claim
pending. A 35-year veteran of the Weston Police Department, he is very
active and currently works regular
patrol shifts.
Detective Filsinger, a 26-year veteran, said he has not called in sick
one day in his years of service.
“That sounds about right,” said Police Chief John Troxell, who has
worked with both officers throughout
most of his career.
Both officers are represented by attorney Clayton Quinn of Milford, and
they referred comments on their
cases to him. Mr. Quinn’s office was contacted for comment, but he did
not return The Forum’s phone call.
_______________________________________________________________________________________
Public
hearing Jan. 10 - Weston talks tax relief
Weston FORUM
by BRIAN GIOIELE
Jan 2, 2008
Despite pleas for a more convenient time, local leaders chose
not to reschedule the public hearing on
ordinance changes to both the town’s senior and veterans tax relief
programs.
Hal Mathews, representing the Select Committee on Veterans
Affairs, asked the Board of Selectmen on
Thursday, Dec. 20, to move the hearing from Thursday, Jan. 10, at 7
p.m. at Weston Town Hall to a
Saturday morning, when senior citizens — veterans and non-veterans —
would be better able to attend.
“We feel it is important to hold the meeting at the time that is
most convenient,” said Mr. Mathews.
“It could be a problem with 7:30 p.m. on a January night. Many of
those who are affected by this are
older and don’t drive at night.”
If a time change was not possible, Mr. Mathews asked that the
town bus be made available. He also
asked that the selectmen make clear that letters concerning the
proposals would be accepted prior to
the hearing.
The selectmen said the date and time would remain in place, but
the board agreed to look into making
transportation available to those residents who wish to attend but are
unable to drive in the evening.
“People can certainly send in letters with their opinions [on
the tax relief proposals],” said First Selectman
Woody Bliss. “I’m not aware of any opposition. This is not a
controversial issue.”
Two hearings, one night
The selectmen have scheduled two separate public hearings on
Jan. 10.
The first will begin at 7 p.m. and focus on the adjustments to
the town’s veterans tax relief program.
The hearing on the proposed senior tax freeze will begin immediately
after the first hearing.
Once the hearing is complete and approvals given, the selectmen
said the adjustments would be part
of the next fiscal year budget.
The selectmen plan to make the proposed ordinances available to
the public before the public hearing.
Residents may obtain copies from town hall. The selectmen also hope to
place the ordinances on the
town Web site (www.westonct.gov).
The Forum also will post the information on its site
(www.theWestonForum) when it becomes available.
For veterans (read new ordinance here)
The veterans affairs committee is asking that the town’s
veterans tax relief program, for both disabled
and nondisabled veterans, be adjusted to reflect the recent jump in
property assessments.
Present tax relief for nondisabled veterans calls for $4,500 to
be applied as a reduction from the current
property assessment — a figure Betsy Peyreigne, committee co-chairman,
says has been in place for
several decades.
“Despite the major upward trend in the value of assessments and
the annual change in mill rates, the
$4,500 amount has remained constant,” said Ms. Peyreigne in letter
penned with Teri Gaberman, fellow
committee co-chairman, to the selectmen. “This has resulted in a
diminished net relief to all Weston
veterans.”
In order to better meet the tax relief needs, the committee is
proposing the $4,500 be raised to $10,000,
which would remain the “bare minimum” but could rise as property
assessments jump in the future.
“If the value of the program relief amount had been adjusted at
the same rate as the assessments,
the veterans’ tax exemption would be approximately $22,000, given 2007
values,” states the committee
letter.
“In consideration of the existing school expenses, other
mandatory town expenditures, combined with
the fact that homeowners bear approximately 98% of the local tax
burden,” the letter states, “we feel that
asking for the entire $22,000 per veteran is unrealistic.”
Under the proposal for nondisabled veterans, after each
revaluation, the veterans’ tax exemption would
automatically be recalculated to reflect the change, but never to fall
below the $10,000 figure.
For disabled veterans who are currently receiving a $13,500
reduction in assessed value, the committee
proposes the figure be increased at the same proportion as for the
nondisabled veterans. With the new
benchmark, minimum value for exemption would be $29,970.
Freeze
The Commission on Aging has proposed no changes in the present
town abatement or deferment
programs, instead calling for creation of a third program — a tax
freeze for senior citizens 65 years old
or older under a specific set of criteria.
The income threshold would be $100,000, with no threshold on net
worth or house value. The real estate
base tax would be frozen at the date of the application.
Subsequent annual real estate tax increases would be deferred
interest-free until the house is sold or for
14 years, at which time the applicant would be required to pay off the
first tax deferment and subsequent
years annually thereafter as required by state law.
According to the Commission on Aging proposal, the cost of the
temporary lost income would be included
in the annual town budget.
“Let us assume that the average applicant has a home that is
assessed for $500,000, and that there will
be 100 applicants. If the freeze were in effect for 2007-08, the town
of Weston would have ‘temporary lost
income’ in the amount of $32,500,” according to the commission proposal.
The commission states this new program would benefit those who
do not meet the wealth threshold for
abatement, those who receive a 60% abatement, and those who have
incomes in excess of $49,000, but
no more than $100,000.
“The deferred tax increases become a lien on the property and
will be paid when the property is sold or
transferred. At that time, the town will receive tax income to offset
the established tax deferment line.
This budget line should not be part of the current abatement/deferment
program,” states the commission
proposal.
The veterans affairs committee also offered a proposal for those
veterans with “lower income.” The
committee asked that those veterans who are single and have a net
taxable income less than $52,700
and those who are married with net taxable income less than $58,900
receive an additional $10,000 off
the assessed value to “further compensate them for their service.”
_______________________________________________________________________________________
Weston
settles Losito lawsuit: Electrician to receive $125,000
Weston FORUM
by PATRICIA GAY
Dec 26, 2007
The town has settled a lawsuit with an electrical contractor
that claimed it was owed money from the
intermediate school building project.
On Monday, Dec. 17, Weston’s Board of Finance approved paying
$125,000 to M.J. Losito Electrical
Contractors of Bethel to settle a lawsuit the contractor filed against
the town in May. The selectmen
approved the settlement in November.
The finance board’s approval to allocate the funds puts an end
to Losito’s claims against the town,
said Tom Landry, town administrator.
Losito was the electrical contractor for the intermediate school
building project and provided electrical
service, lights, power, voice and data lines, generator, and lighting
fixtures. The school opened in 2005.
The lawsuit said Losito had a $1,739,000 lump sum written
contract with the town to perform all the
electrical work on the project, but claimed the town owed it an
additional $783,032 because of delays
and “change order” work requests that required the contractor to incur
expenses that were not in the
original contract.
“When the claim first came in, O&G said it was without
merit. However, after reviewing the claim, we
saw there was some merit. So at the end of the day, we decided to
settle out,” Mr. Landry said. O&G
Industries was the construction manager for the project.
Mr. Landry said most of the claims from the intermediate school
project have been settled and paid, but
there remains one contractor who has threatened to bring a lawsuit but
has not yet done so; and there is
a wrongful termination case pending in Hartford by Harold Mindell, whom
the town fired in 2004 as the
owner’s representative on the project.
Mr. Landry also said most of the written contracts the town made
with contractors in the intermediate
school project contained arbitration clauses, so if the contracts were
disputed they would be settled by
an arbitration panel and not in court.
However, the Losito contract did not contain such an arbitration
clause. There were at least “a few” other
contracts from the project that did not have that clause, Mr. Landry
said.
____________________________________________________________________
For
some Weston seniors; Town
considers freezing taxes
Weston FORUM
by BRIAN GIOIELE
Nov 20, 2007
Town officials keep moving toward adding a tax freeze option to
the
existing abatement and deferral
programs for local senior citizens.
The Board of Selectmen opened debate on the Commission on
Aging’s
proposal Thursday, but delayed
setting a public hearing date until
receiving input from town counsel and estimates on potential cost
impacts of the new plan on future town budgets.
“There is a fiscally important plan for the town,” said Hal
Mathews.
“It will keep people in town. It will help
stabilize the school system.
It will help stabilize taxes.”
The selectmen tabled the talk until their Dec. 6 meeting, when
the
board felt it would probably set a
public hearing on both the tax
freeze proposed by the Commission on Aging as well as changes
recommended by the Select Committee on Veterans Affairs last month.
Once the hearing is complete and approvals given, the selectmen
said,
the adjustments would be part of
the next fiscal year budget.
Tax freeze
The Commission on Aging is not asking for any change in the
present
town abatement or deferment
programs, but instead for creation of a
third program — a tax freeze for those senior citizens 65 years
or
older under a specific set of criteria.
The income threshold would be $100,000, with no threshold on net
worth
or house value. The real estate
base tax would be frozen at the date of
the application.
Subsequent annual real estate tax increases would be deferred,
interest
free, for 14 years, at which time
the applicant would be required to
pay off the first tax deferment, and subsequent years annually
thereafter
as required by state law.
Selectman Glenn Major suggested if this tax freeze were
implemented,
the Commission on Aging should
consider warning participants that
refinancing could lead to having to pay what’s owed the town earlier
than anticipated.
Homeowners with a lien from a town are more likely to have to
pay that
loan off before a bank would
choose to allow refinancing, Mr. Major
said.
“Having a disclaimer is a good idea,” said newly seated
Selectman Gayle
Weinstein.
“Then people can make an informed decision for
themselves.”
According to the Commission on Aging proposal, the cost of the
temporary lost income would be included
in the annual town budget.
“Let us assume that the average applicant has a home that is
assessed
for $500,000, and that there will
be 100 applicants. If the freeze were
in effect for 2007-08, the town of Weston would have ‘temporary lost
income’ in the amount of $32,500,” according to the commission proposal.
Who would benefit
The commission stated that the new program would benefit those
who do
not meet the wealth threshold
for abatement, those who receive a 60%
abatement, and those who have incomes in excess of $49,000
but no more
than $100,000.
“The deferred tax increases become a lien on the property and
will be
paid when the property is sold or
transferred. At that time, the town
will receive tax income to offset the established tax deferment line.
This budget line should not be part of the current abatement/deferment
program,” states the commission
proposal.
The town’s Select Committee for Veterans Affairs also offered a
proposal for veterans with “lower income.”
The committee asked that those veterans who are single and have
a net
taxable income less than
$52,700, and those who are married with net
taxable income less than $58,900, receive an additional
$10,000 off the
assessed value to “further compensate them for their service.”
The veterans affairs committee also is asking that the town’s
veterans
tax relief program, for both disabled
and nondisabled veterans, be
adjusted to reflect the recent jump in property assessments.
Current tax relief for nondisabled veterans calls for $4,500
applied as
a reduction from the current property
assessment — a figure that
committee co-chairman Betsy Peyreigne says has been in place for
several
decades.
“Despite the major upward trend in the value of assessments and
the
annual change in mill rates, the
$4,500 amount has remained constant,”
said Ms. Peyreigne in letter penned with fellow committee
co-chairman
Teri Gaberman to the selectmen. “This has resulted in a diminished net
relief to all Weston
veterans.”
In order to better meet the tax relief needs, the committee is
proposing the $4,500 be raised to $10,000,
which would remain the “bare
minimum” but could rise as property assessments jump in the future.
“If the value of the program relief amount had been adjusted at
the
same rate as the assessments, the
veterans tax exemption would be
approximately $22,000, given 2007 values,” states the committee letter.
Under the proposal for nondisabled veterans, after each
revaluation,
the veterans tax exemption would
automatically be recalculated to
reflect the change, but never to fall below the $10,000 figure.
For disabled veterans who are currently receiving a $13,500
reduction
in assessed value, the committee
proposes that the figure be increased
at the same proportion as for the nondisabled veterans — with the
new
benchmark, minimum value for exemption at $29,970.
The selectmen plan to hold a public hearing on changes to both
tax
relief for senior citizens and military
veterans on the same night.
________________________________________________________________________________________
Budget
hikes for 2008-09 may reach
$522,000
Weston FORUM
by BRIAN GIOIELE
Nov 15, 2007
Weston’s finance board has received a sneak peek at impending
town
budgetary hikes as well as possible
capital costs.
Tom Landry, town administrator, briefed the Board of Finance
last
Thursday, estimating some $522,000
in town budget increases for the
2008-09 fiscal year budget, which will be formally put together early
next year.
In his presentation, Mr. Landry also noted the town’s
undesignated fund
balance will jump to some $9.6
million, which lead the town
administrator to recommend a target “drawdown” of that account by $2
million.
“There are plenty of areas in which this money can be used,” Mr.
Landry
said.
Among the potentially large bills on the horizon are:
• The replacement of the town hall roof
(estimated at
$475,000 — about $300,000 above the original
estimate);
• Costs associated with two former police
officers’
heart and hypertension lawsuit, a finding against the
town of $400,000,
which is presently under appeal; and
• A potentially higher than expected bill for
renovation of the high school auditorium.
Also beginning this year is cost associated with the Government
Accounting Standards Board (GASB)
requirements.
This pinpoints the town and school unfunded liability for post
employment benefits for retirees. And that
total sits at $12.1 million,
with $10.4 million for schools and $1.7 million for the town. Mr.
Landry said that
$56,000 will be needed in the coming fiscal year’s
budget to cover those costs.
Another issue is the pending findings from the Kaestle Boos
report
reviewing the town’s facilities. A draft
of that report is due as early
as this week, according to Mr. Landry.
“Once you have had a chance to look at the reports, then you can
decide
how deep into the fund balance
you want to go,” said Mr. Landry.
Fund balance
The town administrator said he recommends a conservative
approach,
keeping the fund balance at 12%
of next year’s target budget of $63
million, which would mean paring the fund by some $2 million to be
spent as the selectmen and finance boards see fit.
The finance board first broached the subject of paring down the
ever-growing fund balance earlier this year,
with the Board of
Selectmen and Mr. Landry recommending that a policy be created to keep
the general
fund somewhere between 8% and 12% of the town’s total
budget.
While the finance board, at that time, chose not to set a
definite
number for the fund balance size, the
members did decide on a policy
that will “endeavor to keep the fund balance level adequate to maintain
the town’s Aaa bond rating,” while not focusing on a specific number.
In conducting an annual review of the fund balance, Jerry
Sargent,
finance board chairman, said at the
time that his board would look at
the financial condition of the town — specifically, the current
spending
levels, forecasts for upcoming operational and capital
expenditures, and potential contingency liabilities,
such as the
estimated long-term costs of new GASB 45 requirements.
“We will consider all of these things in determining the
appropriateness of the fund balance,” stated Mr.
Sargent at the time
the finance board established this policy.
Earlier this year, Mr. Landry’s recommendation was for the fund
balance
to sit somewhere between 8%
and 12% of the town’s total budget. For the
2004-05 fiscal year, the fund balance was $6,988,749, or
12.8% of the
total budget of $49,247,494.
In the 2005-06 fiscal year, the fund balance was about $8.4
million, or
14.6% of the total town budget of
$54,531,078.
The unaudited estimates for the 2006-07 fiscal year fund balance
are
even higher, with the fund balance
amounting to more than 15% of the
total town budget of some $57.7 million.
And Mr. Landry reiterated Thursday his support for a drawdown.
He
recommended what he called a
conservative reduction of $2 million,
which would leave the fund balance at some $7.6 million, or about
12%
of next year’s estimated budget of $63 million.
Increases
Projected increases to the 2008-09 town budget include: $155,000
for a
3.5% payroll adjustment; and a
$110,000 hike when factoring in 4%
increases on all other general budget items such as salaries, health
insurance, pension, social security, liability insurance and energy.
Mr. Landry also estimated increased costs such as $69,000 for
Kids in
Crisis; $21,000 for the town hall
annex operating costs; $55,000 for a
full-time zoning enforcement officer; and $56,000 set aside for the
new
GASB 45 liability.
________________________________________________________________________________________
NOTE:
November 8th there
was a "re-vote" and it passed
Money
for FAA lawsuit - Finance board denies request
Weston FORUM
by BRIAN GIOIELE and KIMBERLY
DONNELLY
Oct 24, 2007
The Board of Selectmen’s
plans to join a lawsuit challenging the
Federal Aviation Administration’s recently
approved plane redirection
proposal have stalled.
By a 1-4 vote, with Chairman
Jerry Sargent the lone yes vote and Bob
Atkinson abstaining, the Board of
Finance Monday denied the selectmen’s
request for a supplemental appropriation of as much as $58,000.
The
money would have been used to pay Weston’s portion of the initial legal
expenses.
Mr. Sargent, in an e-mail
response Tuesday morning, said his board
“struggled to see the impact of the
FAA’s proposed change on Weston,
and further questioned whether a lawsuit is the most effective way to
change the proposal.”
First Selectman Woody Bliss
told the finance board that the $58,000
would enable Weston to join
neighboring towns in filing the appeal,
acquiring lobbyists, and beginning a grassroots organization to
respond
to the issue.
Based on population
Contributions from towns
interested in the appeal process are based on
population size. Estimates of
contribution amounts show Westport at
$80,720, Redding at $55,000, Greenwich at $129,000, Norwalk at
$112,000, Stamford at $145,000, Wilton at $68,000, Ridgefield at
$77,000, New Canaan at $71,000,
Darien at $72,000, and Pound Ridge,
N.Y., at $50,000. According to Mr. Bliss, the initial payment would
require each town to deposit $30,000.
But Mr. Sargent said the
finance board questioned whether the
Connecticut towns had considered joining
one of the four other parties
already suing “as a potentially more efficient way to address the
issue. An
answer was not offered at the meeting.”
After the vote and discussion
on a different matter, Mr. Bliss
requested the board reopen the discussion
regarding the FAA decision,
so that he could possibly bring in Judy Neville, first selectman of New
Canaan, to speak with the finance board.
That request was denied by a
vote of 3-3 (a tie vote meant the motion
failed), with Mr. Sargent, Mike
O’Brien, and Dick Nichols opposed.
Board members Dave Muller, Bob Atkinson, and Patty Kopas voted
in favor
of reopening discussion.
On Tuesday, however, Mr.
Bliss said he is still hopeful the town will
be able to join the alliance’s lawsuit,
and that the finance board did
leave the issue open to discussion in the future. “They said that if we
have
more information, we can still bring it forward for them to
consider,” Mr. Bliss said.
He said he plans to do just
that. “I think this is a real concern for
Weston,” he said.
As to the question of why the
alliance was not joining other lawsuits
that had already been filed, Mr. Bliss
said Tuesday that he did answer
that question. “With regard to concerns, the concerns are the same
among the parties who have filed suits,” Mr. Bliss said. “However, when
it comes to solutions, they are
different.” Ultimately, the lawsuits
may end up being combined, he added.
“Frankly, the state ought to
do it. But there is the question of
whether state has standing,” Mr. Bliss said.
At the selectmen’s meeting
The finance board decision
came four days after the selectmen voted
unanimously to join 10 other
communities — a group calling itself the
Alliance for Sensible Airspace Planning — in legally challenging
the
FAA plan, which would redirect planes descending to LaGuardia Airport
over southern Fairfield County
and areas of New York at peak travel
times.
“It is the position of the
town that this plan is dangerous,” said
First Selectman Woody Bliss during last
Thursday’s selectmen meeting.
“They are moving traffic patterns about 20 miles to the northeast,
which
brings more air traffic to the towns in Fairfield County,
including Weston.”
“It’s times like this I am
grateful for the size of the general fund we
have,” added Selectman Glenn Major,
“so we can step up, like in this
case, and preserve the style we expect in Weston. The flight patterns
moving over the town would be quite detrimental.”
Mr. Bliss said that the
alliance interviewed four law firms but focused
the Chicago, Ill.-based international
law firm McDermott, Will &
Emery LLP, which, the first selectman said, is one of the top three
firms in the
country in aviation law.
Each community that joins the
suit must put at least $30,000 in a
general pool of cash. The $58,000
Mr. Bliss requested would have been a
maximum, but that number could have gone down if more towns
joined the
legal action.
Mr. Bliss said Thursday the
alliance wants to take a “three-pronged
approach,” saying that the
communities are not only using the law firm
but also employing a lobbying firm in Washington, D.C., and
sparking
grassroots organizations to urge the state legislators to take action.
Alliance members first
announced the selection of attorney Steven
Pflaum, a senior partner with
McDermott, Will & Emery LLP, after an
Oct. 9 meeting at New Canaan Town Hall. Mr. Pflaum will serve
as
counsel in any legal action against the FAA’s plan to redirect flight
paths over southern Fairfield County.
Mr. Bliss said the alliance
is working in concert with state Attorney
General Richard Blumenthal, who said
he is weighing what options his
office could take.
The FAA claims its flight
plan over southern Fairfield County will
reduce airport congestion, delays and
pollution from aircraft. But
residents of towns in Connecticut, New York, New Jersey, and
Pennsylvania
have complained that noise from jets will negatively
impact their quality of life.
Mr. Bliss said the lawsuit
would be based on a number of issues,
including “that the plan is not a proper
plan, the process they used
coming up with it is incorrect, and there were many items that should
have
been considered but were not, including safety, noise, and quality
of life.”
According to Mr. Bliss, there
is the question of environmental impact
studies, none of which were filed by
the FAA during the approval
process. He said FAA officials claimed that they were under no
obligation to
file such studies.
“The only argument [the FAA]
used to defend its plan was safety, that
this would reduce delays,” Mr.
Bliss said. “But computer models showed
that delays would be reduced by an average of only three
minutes per
flight.”
Mr. Bliss said the real
problem is the limited number of runways, gates
and terminals. But increasing
those at the New York airports could take
as many as 15 years when factoring in permit processes.
“What amazed me the most was
the number of pilots and air traffic
controllers who testified at the public
hearings against the plan,” Mr.
Bliss said, adding that he also testified at past hearings in New
Canaan
and Stamford.
The first selectman said
pilots and controllers stated there are
already too many “near misses” between
planes in the air. Those same
airline experts said changing the gap in the air from five miles to
three miles
— as is proposed — would only increase that number,
according to Mr. Bliss.
The new FAA plan would not
only create additional traffic flying over
the area, but now there is also a
proposed new holding pattern at 5,000
feet over Fairfield County. While FAA officials have said this would
be
used rarely, Mr. Bliss said there is no guarantee.
________________________________________________________________________________________
Revson
fix gets the OK
Weston FORUM
by BRIAN GIOIELE and KIMBERLY
DONNELLY
Oct 17, 2007
The Weston Board of Finance
approved funding a quick, less costly fix
for Revson Field’s drainage
problems, but not without urging local
leaders to fix their sights on legal action against those potentially
responsible for the field’s condition.
Only two days after the Board
of Selectmen finally approved funding a
field fix-up plan, the finance board
last Thursday, Oct. 11, supported
separate supplemental appropriations, one for $65,000 for drainage
improvements at Revson Field, and a second for $3,500 to have an
updated survey done of the field.
“There is wisdom in paying
the $65,000 to fix the field,” said Jerry
Sargent, finance board chairman, “but
there is a concern from many on
this board about throwing more money at a problem that is not of our
own making.”
Mr. Sargent then urged First
Selectman Woody Bliss — who was present,
along with Building Committee
member Don Gary, to push for approval of
the funding request — to again obtain town counsel’s advice
on possible
legal action against those firms involved in designing and constructing
the field.
“My sense is that we’d be
spending money over and over again here,”
said finance board member Michael
O’Brien about repairing the Revson
Field drainage conditions.
“There is something wrong
with this whole thing," said Mr. O'Brien.
“I’m surprised that the town
didn’t ask for some relief from the four
parties involved (in the field
construction),” added Mr. O’Brien.
“That’s the whole point of bringing professionals in to do a job like
this.
Once the work is done, we have the right to bring them back in
and put them on notice. There was a
faulty job here, and we have the
right to look for repairs and reparations.”
Fellow finance board member
Richard Nichols agreed, saying that from
the facts before him, the firms that
designed and constructed the field
could be held liable for the present conditions.
“There was something wrong
with the design here,” said Mr.
Nichols. “We don’t need a brain trust to tell
us something is wrong
here. If the Board of Selectmen decided not to go forward on facts not
known to
us, we should be made aware of those facts. I’m very troubled
by all of this. We are spending other
people’s money, and we need to be
very judicious in how we do this.”
At that point, Mr. Bliss said
that the town had explored legal action
but would not elaborate in open
session. The finance board then voted
to enter executive session to discuss the legal issues.
Some 20 minutes later, the
finance board returned from executive
session and rendered its approval for
the two supplemental
appropriations.
Revson Field’s faulty
drainage situation has become well known, with
local baseball officials saying the
present state of the field is
dangerous for players.
In one instance, a local
player broke an ankle just running the bases.
Baseball officials in attendance
Thursday told the finance board that
on another occasion, a team from Brookfield refused to play on the
field.
“The varsity team is
embarrassed by the field,” said Ed Nussbaum. “It’s
the laughingstock of the whole
South West Conference. This is not
something that the kids should have to bear the brunt of.”
In the wake of the poor
conditions, the Building Committee commissioned
a report about potential fixes to
the situation, but Mr. Gary said that
those solutions ranged from a partial repair for $500,000 to a complete
renovation of the field for some $1.25 million.
Those huge costs forced the
Building Committee to take a more pragmatic
view of the field repair,
said Mr. Gary.
The proposal — first
presented by Mr. Gary at the Sept. 6 Board of
Selectmen meeting — would address
Revson’s drainage problems by using a
“shattered aeration” process.
Concerns
At that time, concerns were
raised by members of the public about
whether this was the best course
of action, since the aeration
technique would not address the underlying cause of the drainage
problems:
compaction of the subsoil.
But after an ensuing
investigation, the Building Committee stood by its
original plans to hire Athletic Field
Services, which would use special
equipment that simultaneously aerates and vibrates, creating fissures
in the topsoil. The surface is then top dressed with a special sand and
soil mixture, and then reseeded.
While the aeration method
cannot be guaranteed, it has been successful
in other places, Mr. Gary said.
“In this case, our expert
opinion stated that a guaranteed fix would
cost $1.25 million,” Mr. Gary said.
“We’re trying to do something here
that is good for the baseball teams and field without needing a huge
capital outlay.”
The Board of Selectmen, at
the urging of several members of the public,
requested Mr. Gary first see
about getting someone to survey the Revson
property and put together an “existing condition” map before
it
approved funding for field remediation.
He did so, and at a Special
Meeting Tuesday, Oct. 9, the selectmen
approved up to $3,500 for the survey
work, and up to $65,000 for field
remediation.
Mr. Gary said last Friday
that he expected the surveyor, Brautigan Land
Surveyors of Newtown, would be
on site at the field this week
determining where the survey is to be done.
Actual survey work would
likely take place by the end of this week or
the beginning of next, Mr. Gary said;
it will take about two days of
field work and at least one day of computer work.
The surveyor will mark
approximately 450 points on the field, making
the existing condition map accurate
to about a quarter-inch on the hard
surface of the field and to about one inch on the soft.
There was initially a
question as to whether construction would begin
before during or after the survey.
“We would like to get the
construction guys there as the surveyors are winding up,” Mr. Gary said.
‘Wrong decision’
Had the finance board not
approved the funds Thursday, Mr. Gary said
the window of opportunity to begin
work this fall — so that only the
fall sports season would be impacted rather than the spring baseball
season — would likely have been missed.
But that did not stop one
resident in attendance, Bob Machson of White
Birch Ridge, saying that the
board was making a poor decision for all
the best reasons.
“From what I hear, the expert
you hired to be an expert hasn’t told you
to do this,” he said. “You are
making the wrong decision here.”
He went on to question the
town legal counsel, saying that every avenue
for recouping funds for the poor
design and construction of the field
should be explored.
At that point, Town
Administrator Tom Landry said that there had been
extensive discussions between
town counsel and local leaders about
seeking reparations in this case. But with four different companies,
all denying fault, involved, Mr. Landry said it was determined that it
would difficult to win, thereby costing
the town another estimated
$150,000 for nothing.
“If we spend $100,000 of our
money to take that course, I would be
happy,” said Mr. Machson. “None of
this makes any sense.”
_______________________________________________________________________________________
Town of Weston, CT Financial Report
(full copy at the Town Clerk's Office)
McGladrey & Pullen, L.L.P., C.P.A.
June 30, 2007
Link here to the Table
of Contents (report in in the Town Clerk's Office), Independent
Auditor's intro-
ductory statement; and the "narative overview" including tables on
changes in Town debt, Capital Assets
and Dereciation, Net Assets and Changes in Net Assests, plus comments
on how the Town is run.
_______________________________________________________________________________________
HISTORY:
Board
of Finance agrees at May 13, 2004 meeting to go out for $21
million
bonding early
(to lock in rates)...auditorium bonding to be in a
separate
issue, later; O.P.E.B. link here.
____________________________________________________________________