Dalton Considers Budgeting Software

By Sabrina DammsiBerkshires Staff
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DALTON, Mass. — The Finance Committee has endorsed a budgeting software to streamline and increase the transparency of the budgeting process.
 
The Select Board will consider whether to support the purchase of software.
 
During the Feb. 11 meeting, the committee reviewed the budgeting software ClearGov, which has been used in other municipalities and school districts, including Lanesborough, Central Berkshire Regional School District, Lenox Public Schools, and Mount Greylock Regional School District.
 
"It is an expense, but I think in terms of transparency, and about being able to give the residents of Dalton a transparent budget picture, I think it's a great way forward," Town Manager Eric Anderson said. 
 
It is something that the town can post to its website, improving transparency, and save staff time. 
 
This will be Anderson's seventh year driving a budget discussion, six in his previous town in Connecticut, and budgeting consumes a substantial number of hours annually. 
 
"I'm a pretty expensive employee for you, so anything you can do to free up my labor hours to do other things is a bonus to the town and that goes for the department heads also, and that goes for your time," Anderson said. 
 
"I think this is worth it in terms of just labor savings to the town, but I also think it's a safer way to budget." 
 
The town has been using the same Excel sheet to budget since it was developed by former committee member Terry Williams 25 years ago and life has gotten more complex since then, Anderson said. 
 
Excel-based budgeting increases the liability to error because of the high number of cells in the document that has to be managed, he said. 
 
"It's very easy to overwrite a cell and then lose the path that was previously established, and then, you know, not realize you've done that," Anderson said. 
 
Although Anderson's previous town did not approve the software, three of the four abutting towns did. 
 
"One of them adopted it after they botched a budget pretty badly through an Excel error. They set a mill rate that was roughly a million higher than they had to and ended up returning money to a town," he said. 
 
"And after that, they decided they needed to up their game on the budget issue a little bit after they took an immense amount of flack." 
 
The program is very robust, Chair William Drosehn said, referencing to a presentation on the system that he, Anderson, and Select Board Chair Robert Bishop, attended. 
 
Drosehn said he looked at a couple of other programs but did not consider them as robust. 
 
"It's really gotten my attention that it would be very beneficial for us to have this," he said. 
 
During budget deliberations, the committee often seeks up-to-date information on current fiscal year spending, but typically must wait up to a month for a response, Drosehn said. 
 
"With this piece of software, we would be able to put it on the board and know that day or that moment," he said. 
 
The initial setup fee is $5,185, which covers downloading the town's accounts, integrating it with ClearGov, and ensuring compatibility with its existing financial software.
 
This setup allows the town to pull data directly from its current system into ClearGov and, after the budget process, export it back into its financial software.
 
This year, the total cost would be about $18,000, including the $12,000 a year subscription.

Tags: accounting,   software,   

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BRPC Exec Search Panel Picks Brennan

By Breanna SteeleiBerkshires Staff

PITTSFIELD, Mass. — The Executive Director Search Committee voted Wednesday to move both finalists to the full Berkshire Regional Planning Commission, with a recommendation that Laura Brennan was the preferred candidate. 

Brennan, BRPC's assistant director, and Jason Zogg were interviewed by the committee on Saturday.

Brennan is also the economic development program manager for the BRPC. She has been in the role since July 2023 but has been with BRPC since 2017, first serving as the senior planner of economic development. 

She earned her bachelor's degree from Franklin & Marshall College in Pennsylvania and earned a graduate-level certificate in local government leadership and management from Suffolk University.

Zogg is vice president of place and transportation for Tysons Community Alliance, a nonprofit that is committed to transforming Tysons, Va., into a more attractive urban center. 

He previously was the director of planning, design, and construction at Georgetown Heritage in Virginia, where he directed the reimagining of Georgetown's C&O Canal National Historic Park.

They each had 45 minutes to answer a series of questions on Saturday, and the search committee said they were both great candidates. Meeting virtually on Wednesday, the members discussed which they preferred.

"In my own personal opinion, I think both candidates could do the job and actually had different skills. But I do favor Laura, because she can hit the ground running and with the time we have now, I think she is very familiar with the organization and its strengths and weaknesses and where we go from here," said Malcolm Fick.

"I would concur with Malcolm, especially because she was the only candidate who could speak directly to what's currently going on in the Berkshires, and really had a handle on every aspect of what BRPC does, could use examples, and showed that she actually understood the demographic information when that information was clearly available on the BRPC website, and through other means, and she was the only candidate who was able to integrate our regional data, our regional demographics, into her answers, and so I find her more highly qualified," said Marybeth Mitts.

Brennan was able to discus the comprehensive regional strategy the BRPC has worked on for Berkshire County and said she made sure they included voices from all over the region instead of what she referred to as the "usual suspects."

"That was an enormous priority of ours to make sure that the outreach that we did and the input that we gathered was not from only the usual suspects, but community groups that were emerging in a lot of different corners of the region and with a lot of different missions of their own, and try to encompass and embrace as many voices as we could in that," Brennan said in her interview.

Member Sheila Irvin said she liked Brennan’s knowledge of Berkshires Tomorrow Inc.

"I think that her knowledge of the BTI, for example, was important, because that's going to play a role in the questioning that we did on funding. And she had some interesting insights, I think on how to use that," said Irvin. "And in addition, I just thought her style was important. 

"She didn't need to rush into an answer. She was willing to take a minute to think about how she wanted to move on and she did."

In her interview, Brennan was asked her plans to help expand funding opportunities since the financial structure is mainly grants and the government has recently been withdrawing some interest.

"With Berkshires Tomorrow already established, I would like to see us take a closer look at that and find ways to refine its statement of purpose, to develop a mission statement, to look at ways that that mechanism can help to diversify revenue," she said. "I think, that we have over the last several years, particularly with pandemic response efforts, had our movement to the potential of Berkshire's Tomorrow as a tool that we should be using more, and so I would like to see that be a big part of how we handle the volatility of government funding."

Member John Duval said she has excelled in her role over the years.

"Laura just rose above every other candidate through her preliminary interview and her final interview, she's been the assistant executive director for maybe a couple of years and definitely had that experience, and also being part of this BRPC, over several years, have seen what she's capable of doing, what she's accomplished, and embedded in meetings and settings where I've seen how she's responded to questions, presented information, and also had to deal with some tough customers sometimes when she came up to Adams," said Duval.

"She's done an excellent job, and then in the interviews she's just calm and thought through her answers and just rose above everyone else."

Buck Donovan said he respected all those who applied and said Zogg is a strong candidate.

"I think both and all candidates were very strong, two we ended up were extremely strong," he said.  "Jason, I liked his charisma and his way. I really could tell that there was some goals and targets and that's kind of my life."

The full commission will meet on Thursday, March 19, to vote on the replacement of retiring Executive Director Thomas Matuszko.

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