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HomeMy WebLinkAboutRES 669 Draft 01 1980-1984/ --- / ~~~ County of Hawaii - State of Hawaii Resolution WHEREAS, pursuant to County Charter Section 3-14 interim amendments to the Salary Ordinance may be by resolution,; NOW, THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE COUNTY OF HAWAII that the Salary Ordinance is hereby amended for the following department: SECTION 8.04 (f). REAL PROPERTY TAX DIVISION. DEPARTMENT OF FINANCE. Appraisal Section 1. Reallocate one position of Clerk-Typist SR-8 (temporary as needed) to Real Property Appraiser IV SR-21 and transfer position from Accounting and Collection Section. Accounting and Collection Section 2. Reallocate one position of Clerk-Typist SR-8 (temporary as needed) to Tax Collection Assistant SR-15.. BE IT FURTHER RESOLVED that a copy of this resolution be transmitted to the departments of Finance and Civil Service for their information. Dated at Hilo, Hawaii, this 1.7th day of August 1983. INTRODUCED BY: o~.~ ~~~J Councilman, County of H waif COUNTY COUNCIL County of Hawaii Hilo, Hawaii I hereby certify that the foregoing RESOLUTION was by the vote indicated to the right hereof adopted by the COUNCIL of the County of Hawaii on August 17, 1983 ATTEST: ~. COUNTY CLE AIRMAN & AEA IDING OFFICER } \.. ROLL CALL VOTE AYES NOES A/E Dahlberg X De Luz, III x Fujii x Hale X Kawahara x Lai X Schulte x Chr. Yamashiro v Reference: M.B. Na RESOLUTION NQ ~ 6f9 8~ :~ JL, ter.. b partment: HAWAII COUt~!~ COUNCIL POSITION INFORM,9~ON FORM quest: :Reallocation R -_'f=' d s. ,,,~ s- Reclassification .:C, / PS Date: February 25, 1983 New Position ;-~ Class Title HC No. SR Salary Cost Diff. Fund Source # of Pos. in Dept. Clerk/Typist(TA ) 3062 8 ..$995/mo G-1151 2 R.o Appraiser N = 21B $1587/mo. $592/mo General • 3062 8 (2. pos.) ` 1- Give reasons hoer new duties arose (statutes enacted, Ordinances, Newly authorized programs, basis for increased workloads,-.etc.): ?c3ditioral manpower necessary to meet extremely heavy appraisal workloads. Present workload per appraiser is 13,055 parcels per man, which is more than double the national reccnunended average. 'Ib meet the program goals of uniform and equitable assessments additional appraisal personnel is requested. 2. If reallocation, list only new du ties."- (Example: 1- Takes dictation SO%; 2. Keeps office accounts 30%, etc_): 3. Give reasons why new duties at higher level are needed and cannot be assigned to classes at higher level or han'~Iled in other ways such as short term contracts, etc. (Use productivity measurements where possible.): ~ r C -/i 7` j ~ 2,. «y r" 4. Was reallocation or reclassification budgeted and if not, why were manpower needs not planned through budgetary process? Need personnel approvals before budgeting. 5. List other rationale or pertinent statements and data: Ir addition to the growth in-number of land parcels, building records, and exemption records, the growing public interest and awareness in assessment policies and procedures adds to the total workload of the appraisal staff. L~spite increased workloads there have been no personnel additions to the appraisal sectior. over the last ter. years. 6. Attach: X a. Old Table of Organization X b. New Table of Organization with changes clearly visible c. Old class specification d. New class specification r•• PAST I O DEPARTMENT OF PERSONNEL SERVICES 2.185 •P:i~ STATE OF HAWAII . .'. . ~ Class Specification for the Class: REAL PROPERTY APPRAISER IV Duties Summary Appraises real property for acquisition, disposition, or tax assessment purposes anchor assists in the review and analysis of appraisal reports made by fee or staff appraisers; and performs other duties as required. Di_ stinguishing Characteristicsr This class is characterized by the independent conduct of appraisals of all categories of real property including income producing properties, partial takings, severance dara9es, benefits, special purpose properties and other complex types. Difficult appraisals due to a greater range of difference between properties, unique features and lack of adequate data are involved. At this level, an appraiser 3.s responsible fox valuating properties which present a variety of problems in terms of size, complexity, diversity, lack of comparable data and,/or valuation methods required. 'i'}ta Real Prnpnrty .°.oprai„^.r I : rec~ivc aysig;m~enis wii:hout detail edeinstructionsaandris expectedito~carry~thran through to completion with substantial independence. Work assignments are often planned by discussion between the appraiser and his supervisor. The appraiser works from,an oral or writter, statement as to the general objectives and any limiting factors such as time, funds, personnel, etc. lie is held responsible for plannir;g, organizing, scheduling, and completing the assigned work. His co~~pleted work is given a final revie~, for soundness of conclusions reached and for compliance vrith agency appraisal instructions and procedures, but his valuation conclusions acid recommendations are usually accepted as submitted. In those situations where fee appraisers are used extensively, the Real Property Appraiser IV may make the final agency review and approve appraisal rF~orts submitted by fee appraisers, subject only to spot check by the superviscr. In those situations where the appraiser makes the property appraisal himself, his recommendations are submitted to a reviewing appraiser or supervisor for reviaw and approval, but his estimates of property value are usually accepted by the reviaving appraiser or supervisor, and are used in the decision making by personnel in other related programs. At this level and above, appraisers are responsible for serving as expert with nesses in court or chambers on behalf of the State and in opposition to capable private appraisers retained to represent property holders or other local interests. -) -2 ;ZEAL PP.OPERTY APPRAISER,r-1!, O ,, U ~ Examples of putiess ical of appraisal assignments at this lever The following are typ Agricultural properties where the value cannot be clearly established by direct roductive value of the comparison. Such appraisals require consideration of the P raising rise on a capitalization basis, ain app well land, and analysis of the farm enterp vements. For example, include the summation method of valuating imFpo f through a farm, or any comparable limitation of use by the value;of a right-o--"ray must be estimated gpartial taking, interference with the normal highest and best use of the remainder must `anddappi~iedeto vadluating~the severancerdzbagere.and after'the,taking Rr'sidential developments, protects or subdivisions involving a number of single raisal of value must be established. and multiple unit driellings on which simultaneous ap et constivcted or are in varying stages of completion. The Typically these are not y out and spacing of the appraiser has no directly comparable sales data available and must consider cons ru=' tion ci>sts, the pro~zble effects on value elevation,atopography, drainage and gradients, units' the utilities and access provided, and other aspects of the development licit~andfcompbexity ofkfactorseinvolved,ethe e completed projeCt• due to the multip 1 ervise the concksct appfiaiser must select the best appraisal method. of combination of methods to ach eve effective results. ;.Incumbents of these positions may conduct, or sup of economic surveys. and collection of market data to determine the acceptance of sites for subdivision development. ' ro erties for which direct or li~arion tAoderately large and valuable commercial p P valuation requires ~•PP comparison data are available but where establish ng a roach and taking into account such complicating factors as of t1iP capitalization app ~~.. _. _.~. r.~ - , ....L.,n nr~i,innent and machinery and ia:portaRt considerations of opera~ing specie. P'-^r roved and unimproved land vrhich include a wide ,,,....--t" be sites for urilan renewal projects, p~eT Qe~'alol'~°r'n` costs. Tracts of imp property types. These may farm projects, wildlife rezuges ~tcf,sard typically inaludeoatvariety oftd+ellings,y right:-of-way acquisitions, ,, ecial purpose properties such as schools, properties and land are~c•as well a., sp churches, caaeteries, Real Property ~ raising properties of the typo described above, er~th In addition to app or they may Appraisers IV mayoraiserskor, dmpertiescsucheas~those describedsabov 'raisers of £ee ar.d agency ap, P ,. Real Property App make fully responsible revicvrs of valuation., made by lower 1 evel. raisers assist by making appraisals of unit`R~f In cases where lower grade aPP the Real Property Appraiser IV complies px~perty included 1n a large project, raisal report. consolidates their reports into his completed project app A raiser IV may on occasion be assigned appraisals which offer raisal problems but where, because the properties involved The Real: Property pP na apparent technical app are the subjedimentiofPthe agency'stp~9ram inethencommuRity orfareace on the p - gres~ or imp ~~ o 0 REAL PROPERTY APPRAISER IV -3- Knowledges and Abilities Requiredt Knowledge of~ A thorough knowledge of principles and practices of appraising real property for acquisition, disposition or tax assessment purposes, sources of appraisal data; mathematics; report writing; pertinent laws, precedent decisions, and agency instructions. Ability toy Perform all categories of real property appraisal work; gather, organize and analyze data on sales, leases and other factors, make sound conclusions and estimates based on facts; make arithmetic computations; prepare appraisal reports and compile data, maps, sketches and other materials; read maps, building plans and specifications and other materials; meet and deal effectively with property owners and others; serve as expert witness in condemnation proceedings; assign, revie,v and correlate the work of other appraisers as assigned. _, . -. ,.. . . _ ,_ :,.. r _ . , APPROVED+ oo? /~~ /- i o ~,~,~ For (Mrs.) EDi~7 'YAVARES YAUFAASAU Director of Personnel Services _~ _~ / , O O PART II DEPAR'IIv~NT OF PERSONNEL SERVICES STATE GF HAWAII Minimum Qualification Specifications for the Classes: REAL PROPERTY APPRAISER I,+ II,_III N V VI, VII 'Irainin~ Requirement: Graduation from an accredited college or university. Experience Requirements: 2 :650 2-6r1 2.184 2-,642 2.184 21643- 2.185 2~bS4- 2.187 2 :64~ 2.,64b Except for the substitutions provided for in these specifications, applicants must have had progressively responsible experience of the kind and quality described below and in the amounts shown in the follovring table: __ Class Title Real Property Appraiser I Real Property Appraiser II Real Property Appraiser III Real Property Appraiser IV Real Property Appraiser V Real Property Appraiser VI Real Property Appraiser VII Real Property Supervisory Total __ Appraisal __ Exnerience Experience G ~ 0 z G 1 z i lz C lz 2z C Zz 1 3z 1 3z 3'-z *1 4z 3z 2 Sz eal Property Appraisal Experience: Progressively responsible experience in the appraisal of real property. Such experience must have provided a lmowledge of and application of the principles, theories, methods and techniques of real property appraising and must also have demonstrated ability to deal satisfactori]y with associates and the public. These abilities may have been acquired through such experience as: a. Appraisal of real property, including the estimation of property values based on consideration of all factors that influence or affect the value of the propert~~, such as location and environment of the property, the analysis of the highest and best uses for which the property is suitable or capable of being adapted, age, physical or functional condition of improvements; poten- tialities for future development, availability of adequate utilities, pro- babilities of community growth or decline, and resultant value increase or decreases because of changing economic trends and conditions. b. Appraisal of residential or business real property and preparation of con- struction cost estimates for the purpose of mortgage lending, liquidation, acquisition, disposal, loans, or as a basis for settlement, etc. ~:,0 2 4 1970 ~. - . ~. o o REAL PROPERTY APPRAISER I II III ' N V T.rI VII Page 2 c. Appraisal of unimproved suburban land, farm properties, grazing or timber lands, mineral lands, mining claims, etc. d. Appraisal of commercial or industrial properties and multiple residential, hotel, or office buildings. e. Appraisal of the value of flood :•ignts, clearance easements for passage of aircraft, transportaticn and other rights-of-way; leaseholds and other special rights. f. Appraisal of real property for ta;; purposes. g. Research in valuation analysi^ involving the development of classification and valuation standards ani? procedures for the appraisal of real property. h. Teaching ,of appraisal practices on a collegiate or university level. For levels III and above at lec.st one year of experience must have been experience comparable to that of the next lower level, Sunerv_is~Exp~r_.=nce: fork involved in supervising others involved in conducting _eal property appraisal. Such expe-.•ience must. have included (1) planning and directing the crork of loner le:gel property app-rsisers; (2) assigning and reviewing work of lower level appraire.•s; (3) devel.opin; work schedules and priorities, and (4) training of subordinates. xFor Real Property Appraiser V pos:Sti.o:a, supervisory aptitude rather than actual supervisory exrr.rience may be accopy.^d. Sup~__,riso:y a~~iitude is the demonstration of aptitude or pocenl.ial fo_ the perforTanae of supervisory dudes through successful completion of regular or special as::i.gnments which involve some supervisory responsibi- lities or aspecis; by serving as a project =.ender, or in similar work in which oppor- tunities for deer.^ns~r~tino supervisory ca-,>abilities exists; by completion of training courses in supervision accompanied by application of supervisory skills in work assign- ments; or by favorable appraisal by a supervisor indicating the possession of super- visor,- poten `_.i a'. . P.uality of j'xp~iPnc_: Possession of '._e require3 amount of experience will not in itself be accep':'ec as roof of qu:~lific:aion fer a position, i'he applicant's overall experience must. ha e been of such -scope and responsibility as to conclusively demons- trate that he has i:he ability to perform the duties of the position for which he is considered. Non-Quali.tyir,~ Rea]. Property A:,praissl E.r~erience: Appraisal of p;operty other that real estate and positions as escrovr office, title officer, title searcher, real estate salesman, clerical duties relating to compu•~ing and posting, valuation data, etc., i~•here the applicant's principal duties did no's require the application cf principles, theories, methods, and techniques of real property appraising. Substitutions: Substituticn of Ext~erience fq~"~ainizg; The following types of experience may be substituted for the airing i3equi_•ement on ~ yea--for-year basis. a, Excesa real g:operty ap;:.:>isa'. o: supervisory experience as described in the c E.eper;.^nce Requirements. REAL. FROPEFCi1' A^PRAIS~I, II, III, Id, V, VI, VII O Peg , , b. Experience vrbere the applicant's principal duties require the exercise c judgment in regard to real property values or real estate and constructi principles and practices. Experience of this nature may be gained in su fields as real estate sales; management of real estate; mortgage lending tax map drafting; planning, contracting or preparing cost estimates for. residential or commercial building construction; alteration and repairs; utilization; and title searching. c. Clerical experience in the real property appraisal field which involves conducting fieJ.d sea;•ch^ for information relating to the description of property, lease agree_~.. z's and his::c._y of selling price and/or computing preciation and other value information after appropriate cost factors an other determinations have been made. d. Experience in adninistrative, professional, investigative, technical or responsible work which has demonstrated the ability needed to enter and progress in this field. Suhsti=.ution of Educa~ion for F.xnPrience: Completion of th!rty semester cre~ of graduate study o° of all the graduate study required fcr a master's degree in accredited colJ.ege or university in real property appraising, agricultural or lane economic^, or real es `.ate nay be substituted for on? year of real _operty apprai: experience. T_e_rts For co;.-~eL:_tive ex:':?.insticns, °:ri~hc~ni::; ct'.st gn~7.ify on the Hawaii State Sep Entrance Ex3~=na-';ion fo: Re^1 I_o_E.~~rty A,_o=s?._r I o-r the arproprieie examination high-: leze'_;. For none^~.-~titive action> involving >he Real Proizr'ty App^?.iser I class, the employee ru>t qualify on the Hawaii Ser'~ice En Lance Examination. For other non- competitive ac'~.os im%o:Lving Real hoperty Arpraiser II classes aad above, the examination maybe Paived. Sta.-:'^-d Arnlic_-:_, mu ;': 'ce p?:y^:_cally able <o _ercrm e''ficientiy the duties c` tee p~siaioa, which are ri.->sarl:.~ed elnewhe-~e in chi.s spsci"ication. Cooc distant ~-`~aon n ons e:e and abiJ.`_'~y t.o read without strain F:in'Lsd material the of typewritten ch2raete:rs era '~zc;;ii.red, glasses permitted. Ability to hear- the ec versational voice, with or without a h•,aring aid, is requir.ad. In most instances, an amputation of a.~•m, hand, leg, or foot will not disqualify an applicant for apps. ment, altho•~;h ii i:?ay be nscessx•y t':at this condi.tior. l:e coul±^.Tsated by use of ss factory prost`:asis, ax~~/ physical co d:iticn which :aoule. cause ".._° applicant to be a o~.~ hazard co hire aL ¢~ to others '•sill disqualify fcr ar~po.~n~:T__-~. 'n addition, app cants must posses; c*^otional and mantel ^ui~abi'.ity. This is an a,-iendmer.t to the Minimum @ualificaticn Specification:, which were approved °nptembc:r 14, 1966. ~'~ DATE API'RW'3D:---.'J,r_~_7.7.._J_9?_~--- (for) SAMES H. TAKUSHI . Director o~ Personnel Services -~ F{P.t9AII COUNTY COUNCIL POSITION INFOWlATION FORM Department: Finance Date: February 25, 1983 Request: P.eallocation g Reclassification New Position .- Class Title '~C '+o. 53 salary Cost Fund Diff. Source o: Pos. in Deot. -- (TAN) 's Clerk/Typist ' 3063 8 $995/mo G-1151 2 =•^' Tax Collection 'os- Assistant 3063 .15' $1243Lmo. $24.8/mo ~~~ 1 With the increase in the dollar amount and number of delinquent accounts a delinquent collectors positior, is requested. ZWo reasons are cited for the increase in delinquent taxes, the continuing hardship of property owners due to the poor economy and the substantial increase in total taxes assessed. 2. If rea ll ocation, list only ...w duties. (Example: 1. Takes dictation -0~; 2. rieeps office accounts 30~, etc.): S. 3. Give reasons why new duties at h_oher level are needed and cannot be assigned to classes at higher level or handled in other ways such as short term contracts, etc. (Use productivity measurements where possible.): EX}}IBIT "B" T O O 4. Was reallocation or reclassification budgeted and if not, why were manpower reeds not planned through budgetary process' Need personnel approvals before budgeting. ~. List of^er =__~__.._._~ o _~_.._..c stztements and data: It is anticipated that by the end of fiscal year 1982-83 total delinquent taxes will amount to $4.5 million, representing 9,000 individual accounts. ~. ?.ttzch: X _. Old _~';1e of Orgznization g b. ;deo: Table or Organizztion with changes clearly visible c. Old class soeci~ication d. New class specification. ^Y-~ j~ . ~V. 0 ~1 n 3 b O ry ry S y 6 n 6 m O o 7S .- nn 'nn n nm nn nm nn i m i n i .. i o i] i s i m i x _ om m x X O OH 00 Or Or OO u~y ~/] W[q m] um Vx Ary ~ Un mq ~ry IlO n n Y Y ry ry n n n ~ ~c n n n o . o o n ~ r, b b K ] O n n n ] N fA 11 V1ry N V1;' VI N N 1 Art A^ ~ A AY A A Au o o .- .- x .- .- ~ m Dry 0M N N O N Nn v b Z ~- , • \ (~ ~~ REAL PROPERTY TAX DIVISION al Prop.'Tax Admn HC-3034 EF3-3 i App isal Clerics Services ior. 5 tior. RPTax .- } ,., .. SR-1 IS Tax _ P Tau Qerk 0-3055 SR-12 Tax i62 Senior Clerk HC-3060 ~ SR-J10 *~nporarily Lbwngraded ~ 1.235 O O DEPARTMENT OF CIVIL SERVICE COUNTY OF HAWAII TAX. COLLECTION ASSISTANT Duties Summary: Performs a variet;~ of real property tax collection assignments which require field contacts with delinquent taxpayers; and performs other related duties as reouired. Distinguishing Characteristics: This class is distinguished by its responsibility for the performance of real property tax collectionsand related assignments which require field contacts with delinquent. taxpayers. Illustrative Examples of Work: Contacts delinnuent taxpayers or their representatives and mikes annointments for field investigations to review and analyze their financial records; locates assets which ma;~ be used to liquidate delinquent tax liabi- lities; verifies and determines the value of assets on hand; determines priority on liens, eeuity in ownership; adjustment of tax liabilities, trans- fer of liabilities to rightful party and mortgage claims; develops- mutuall;~ satisfactory part-payment agreements;. informs. delinquent taxpayers of importance of keeping tax payments current;: determines and recommends the filing of tax liens; determines and recommmends which assets should be attached either by serving a warrant of .distraint or by obtaining a court order, or garnishee; recommends transfer of cases to clerical personnel when officer col.Lection methods. can bey utili'zed;r recommends transfer :of diffi- cuLr.cases such as foreclosure cases-and=offers:in"compromis e: cPaims.to-' . appropriate-individuals; recommends accounts-be placed on uncollectible tax roll after all means of locating" delinquent' taxpayers"have: been"exhausted or. no distrainable assets. exist ;. assists with foreclosure actions.in the. taking, preparing and pricing of merchandise. inventory „ equipment,. furniture and'. fixtures for public auction sales. - - ~ - - -~ Minimum Qualification Requirements:- "" , Training and:Expezi`ence: A combination of'ed`ucation and'exneriencer substantia117 equivalent to-graduation from high-school' and five-years of public contact work experience which involved interviewing, and investi~atin,a. or clerical work experience in the tax fi'el'd; one year of'wfiicfi sfial"T have required the application of tax laws, rep_ulations and procedures in collecting current or delinquent 'taxes in preparing tax returns or in determining tax liability. Knowledge of: real property tax laws, rules and regulati"ons; office practices. and procedures; interview techniques and. methods; account recordkeening methods and procedures. TAX COLLECTION ASSISTANT -2- ... Ability to: Learn the methods and procedures in analyzing financial records to locate assets which may be used to liquidate delinnuent tax liabilities; compute tax liabilities, interests and penalties; other pertinent information in a complete, expeditious and courteous manner; operate adding and calculating machines; formulate sound recommendations based on existing information. Physical Re4uirement: Persons seeking appointment to positions in this class must meet the health and physical condition standards deemed necessary and proper for performance of the duties. Physical. Effort (:roupin ,: Light This is•the first specification approved for the new class -TAX COLLECTION .ASSISTANT.. i ~ ) APPROVED: July 1,, 1981. ~~./~'ti/`~-;, ~~/1,/, .~/tip Director of Personnel