Special Town Meeting Places Appointed Treasurer Question On The April 4 Town Election Ballot

Photo: Special Town Meeting approved the one article on the agenda

In an overwhelming show of support for transforming how the town runs its finances, the Belmont Special Town Meeting voted Monday, Jan. 30, to place a ballot question on the 2023 annual Town Election to convert the elected town treasurer’s post to an appointed position.

The vote – 195 yes, 52 no, with one abstention – will place before town voters at the April 4 election the opportunity to implement a major recommendation proposed by the 2022 Collins Center Report in reshaping Belmont’s fiscal structure or to retain the current framework that stretches back to the town’s founding in 1859.

On Monday, the 247 members who attended the virtual meeting expressed a clear preference for change.

“The town would be best served by being able to hire the most qualified person available, not the most popular resident who wins an election,” said Belmont Select Board Adam Dash who presented the board’s position.

In his final Town Meeting as a member of the Select Board, Dash noted the Treasurer’s position requires a state-regulated set of technical skills and experience which, by, “restricting the pool of people to just Belmont residents prevents us from casting a wide net which includes looking outside for the hire.” According to the Collins Center report, 821 Belmont residents work as financial managers in the finance and insurance industry, while Middlesex County has 40,000 in the same occupation.

Mark Paolillo, chair of the Select Board, said adopting significant change in the town’s financial management – as recommended by the Collins Center report and advised by a 2011 Division of Local Services analysis of the town – which has been hampered for years by the lack of a unified approach in the budget process.

“The town of Belmont is one of the most decentralized towns in Massachusetts … and it really diminishes our effectiveness around financial management,” said Paolillo.

The meeting also heard from Treasurer Floyd Carman, who decided not to seek re-election in April, ending 18 years in the post. Carman – who received unanimous praise from the meeting for his stellar tenure at treasurer – primarily spoke on the duties and requirements of the job. Carman did not expand on the Special Town Meeting article itself, remaining agnostic on his personal views of the article.

If voters approve the ballot question, the town will begin a process of advertising for and vetting candidates before making a selection while the Treasurer’s Office staff runs the day to day operations. If the measure fails, the person who receives the most votes, including write-ins, will serve three years as treasurer.

While state statute names the Select Board as the appointing agency, Belmont’s Town Administrators Act passed in 2014 supersedes the state law, with Town Administrator Patrice Garvin holding that responsibility.

During the 66 minutes of debate, many members supporting the article concurred with the Collins Center’s findings that Belmont needs to revamp its management structure to meet current and future budget challenges effectively.

“The town is in a financial crisis and I strongly support making this position an appointed one for all the reasons described in the Collins Center report,” said Roger Fussa, precinct 8. Speaking from the report, Fussa said effectively dealing with Belmont’s structural deficit is rooted in its financial organization. If the residents and town officials back away from the 19 Collin Center recommendations being proposed – which an appointed treasurer is considered a priority – long-term solutions “will bare little fruit,” said Fussa.

Others believed Belmont can no longer roll the dice on selecting one of the most important posts in town based on politics.

“This position is simply too important and requires too much expertise to leave up to a vote and up to chance,” said Nicole Dorn, precinct 1, who works in a financial role for a public entity. “There is an incredible amount of complexity and compliance that goes into these roles. Imagine if we got someone in this position without the skills to manage our bond rating and it tanks? That would have a greater negative impact on our town that perhaps any action taken by the Select Board or Town Administrator or even ourselves.”

While politics plays an integral and essential role in shaping Belmont’s future, Paul Joy, precinct 7, said some positions in town government require “a different set of skills and experience, a level of professionalism that simply can’t be politized.”

“It is imperative that we separate politics from the professional role in town government to ensure that our financial health remains strong and secure,” he said.

Those seeking to preserve the current elected Treasurer’s post view the proposed change as taking the resident’s voice out of the selection process. Judith Ananian Sarno, precinct 3, said “my perspective is our town officials are proposing we take the hiring decision away from the 1,000s of voters … and then want to make the change to making it a position hired by one person. In this case, the town administrator with sole authority to hire,” noted Sarno.

“[Currenty] our elected treasurer is required to be a Belmont resident and in my view, this ensures that the persons running for the office will have a commitment to serving Belmonts financial interests is not necessarily true of the professionals we hire from outside Belmont,” Sarno said.

Judith Feinleib, precinct 6, questioned the “significant unintended consequences” to the town if the Treasurer is no longer providing an independent voice on financial matters.

Feinleib argued – counter to the finding in the Collins Center report the town has too many separate financial entities – that Belmont’s “unusual but effective governmental structure” in which the elected offices such as the Select Board, Town Clerk, Assessors and Treasurer, provides a balance not just to each other, but to influential volunteer committees, ie. the Planning Board and the Warrant Committee, “on which Belmont depends for so much of the work that is needed to keep our town running.”

Feinleib said this “healthy balance” of multiple power structures will be lost if the Treasurer is made into “a mid-level appointed bureaucrat,” resulting in the volunteer committees and “our unelected town administrator … will have too much power.”

Belmont Treasurer Carman Will Not Seek Re-election, Opens Up Vote On Appointed Post

Photo: A 2014 photo of Town Treasurer Floyd Carman

Floyd Carman, Belmont’s long time Treasurer, announced late Friday, Dec. 30, his decision not to seek re-election to the post in the April 2023 town election.

“I am retiring and not running for re-election on April 4, 2023, as your Elected Town Treasurer and Tax Collector after 18 years on the job,” said Carman in an email to residents. “It has been a privilege and honor to serve Belmont.”

The announcement makes official what was speculated in the fall when the Select Board’s Roy Epstein revealed that Carman would not seek a seventh three year term as the town’s leading financial official. Carman would later say in November that he would decide whether to run to keep the post “sometime in the new year.”

With Carman’s decision, the Select Board will move forward with its plan to seek Town Meeting approval to restructure the Treasurer’s position from an elected position to one which is appointed by the Town Administrator. The Board is seeking to implement one of the major recommendations proposed in a report by the Collins Center for Public Management released in August 2022. The report called Belmont “one of the most decentralized town structures of its size existing in the Commonwealth” resulting in a “significant diffusion of responsibilities and authority across the executive branch.” The Center made nearly 20 recommendations including the change to an appointed treasurer to allow a more cohesive approach to budgeting and financial management.

The Special Town Meeting will be held in February for member to vote on an article to establish an appointed treasurer post. If adopted, a ballot question will be presented to voters at the Town Election. During this time, any eligible voter can run for the open post to fill the three year term. If the voters approve the appointed treasurer post, the winner in the general election will serve until the legislature approves the voters initiative which will occur in a matter of weeks. If the voters rejects the proposal, the winner will serve the three year term.

The Select Board has come out in strong support for the appointed post as have many members of the influential Warrant Committee. Additionally, Elizabeth Dionne, the sole candidate seeking to fill the seat on the Select Board held by Adam Dash who is not running for re-election, has said she supports a appointed treasurer. Critics of the change have said there are highly qualified residents who can fill the post who will then be beholden to the voters rather than a non-elected Town Administrator.

Elected Or Appointed: Hybrid Public Forum On The Future Of Town Treasurer, Thursday Oct. 27

Photo: The poster for the hybrid public forum this Thursday.

The Belmont Select Board will be holding a public forum on Thursday, Oct. 27, at 7 p.m. to discuss an article that will be voted on at the Special Town Meeting – running from Nov. 29 to Dec. 1 – concerning the proposal to have future Town Treasurers be appointed rather than elected.

The article comes from a recommendation of the Collins Center in its report on the government structure of Belmont.

Members of the public are welcome to attend the meeting in-person at Belmont Town Hall, 455 Concord Ave., in the Select Board Conference Room or participate remotely on Zoom. Belmont Media Center will be broadcasting and live-streaming the event. 

To view the meeting agenda and Zoom information please click here or visit the Select Board page of the Town website.