HomeMy WebLinkAbout2012-09-24 12-314 ORDERCOUNCIL ACTION
Item No_
Date: September 24, 2012
12-314
Item/Subject: ORDER, Authorizing the City Manager to execute an Agreement with the
Town of Orrington for Assessment Services
Responsible Department: Assessment
Commentary:
The Town of Orrington is in need of assessment services. The City of Bangor has submitted a
proposal to the Town of Orrington which has been accepted. The proposed agreement is for a
period of one year.
This Order, if passed, will authorize execution of an agreement with the Town of Orrington for
the City of Bangor to provide assessment services.
Manager's Comments:
Associated Information:
Budget Approval:
Legal Approval:
Intro uced for
Passage
First Reading
Referral
Department Head
a
City Manager
Finance Director
Page _of_
wiil
12-314
SEPTEMBER 24, 2012
Assigned to Councilor Gratwick
CITY OF BANGOR
4iED.F
(TITLE.) ORDER, Authorizing the City Manager to execute an Agreement
with the Town of Orrington for Assessment Services
WHEREAS, the Town of Orrington is in need of assessment services; and
WHEREAS, the City of Bangor has submitted a proposal to provide
assessment services to the Town of Orrington for a period of one year; and
WHEREAS, the Town of Orrington has agreed to enter into the agreement with
the City of Bangor.
By the City Council of the City of Bangor.
ORDERED,
THAT the Catherine Conlow, City Manager, is hereby authorized, on behalf of the
City of Bangor, to execute an agreement with the Town of Orrington for
assessment services. Said Agreement shall be substantially as attached hereto
and in a final form as approved by the City Solicitor or Assistant City Solicitor.
IN CITY COUNCIL
September 24, 2012
proved
CC
(TITLE,)
Assigned to Councilor
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Bangor / Orrington Agreement for Assessing Services
Submitted by:
Benjamin F. Birch Jr., City Assessor for Bangor
and
Interim Assessor for Town of Orrington
City of Bangor
73 Harlow Street, Bangor Maine 04401
Town of Orrington
29 Center Dr
PO Box 159
Orrington, ME 04474
1
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City of Bangor
992-4215
Fax: 945-4445
Agreement for Assessing Services
Contact Page
Catherine M. Conlow, City Manager
Cathy.conlow@bangormaine.gov
Benjamin F. Birch, City Assessor
Ben.birch@bangormaine.gov
Town of Orrington
Telephone: 207-825-3340
Fax: 207-825-4138
Paul White, Town Manager
Orrinetontm@aol.com
Benjamin F. Birch Jr., Interim Assessor (825-3340 ext 08)
Ben.birch@bangormaine.gov
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Agreement for Assessing Services
Agreement made this 22 day of August, 2012 by and between the City of Bangor
(hereinafter "Bangor"), a municipal corporation located in Bangor, County of Penobscot,
State of Maine, and the Town of Orrington (hereinafter "Orrington'), a municipal
corporation located in Orrington, County of Penobscot, State of Maine
WHEREAS, the City of Bangor has an Assessing Department; and
WHEREAS, the Town of Orrington is without the services of an Assessor and
requested proposals for assessing services; and
WHEREAS, the City of Bangor has proposed to provide assessing services to
Orrington for one year under certain terms and conditions.
NOW, THEREFORE, IN CONSIDERATION of the mutual promises and covenants
contained in this Agreement, the City of Bangor and the Town of Orrington agree as
follows:
1. Services to be provided by the City of Bangor
The City of Bangor Assessing Department personnel will provide assessing
services for the Town o Orrington.
The City of Bangor will perform the following: administration of the assessing
department, preparation of town valuations (not a revaluation for the Town of
Orrington); appraisal and assessment record keeping, assisting in printing of tax bills,
preparation of reports necessary to meet requirement of Maine law for example, Annual
Municipal Valuation Return and annual Tree Growth report), and assisting the public
with real and personal property valuations.
The City of Bangor Assessor will provide 124 hours of Supervisory time during
the term of this Agreement. Supervisory time is anticipated to be 2 hours per week and
20 hours of field and sales analysis work during commitment of taxes.
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The Town of Orrington will hire Mary Lynne Hunter, CMA as appraiser working as
a private contractor who will provide 520 hours of assessing work during the term of
this Agreement. Assessing work is anticipated to be at flexible two five hour days per
week.
2. Fees
From the date of this agreement until August 23, 2013 the Town of Orrington
will pay the City of Bangor $6,820 ($55.20 per hour) for the services to be provided.
From the date of this agreement until August 23, 2013 the Town of Orrington
will pay Mary Lynne Hunter, CMA as appraiser working as a private contractor $16,120
($31.00 per hour) for the services to be provided.
The Town of Orrington will pay the City of Bangor the IRS rate for mileage
reimbursement for travel by personnel providing services pursuant to this Agreement.
3. Billing
The City of Bangor will bill the Town of Orrington monthly for all work done in
the previous month and will provide to the Town of Orrington appropriate
documentation to substantiate each monthly bill. The Town of Orrington shall pay each
bill within thirty (30) days of receipt.
Mary Lynn Hunter will bill the Town of Orrington bi-monthly for all work done in
the previous two week period and will provide to the Town of Orrington appropriate
documentation to substantiate each bi-monthly bill. The Town of Orrington shall pay
each bill with two weeks of receipt.
4. Insurance
The City of Bangor will provide a Liability Policy to insure both the City of Bangor
and the Town of Orrington. This policy limits shall be $400,000.00 for each incident.
5. Miscellaneous
All paperwork, documents and work product remain the property of the Town of
Orrington.
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The City Assessor of the City of Bangor is responsible for assigning Mary Lynne
Hunter CMA appraiser working as a private contractor to perform any service provided
pursuant to this Agreement.
5. Termination
Either parry may terminate this agreement upon sixth (60) days written notice to
the other.
Witness
Witness
Title: Town Manager
CITY OF BANGOR
Name: Catherine M. Conlow
Title: City Manager
TOWN OF VEAZIE
Name: Paul White
Information or questions concerning details or requirements for this agreement
should be directed to the individuals listed on the contact page.
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Orrington Assessing Departments FY2013 Goals
The assessing office will assess all property at a level between 90 and
110 percent of their current market value as of the sales date shown by a
ratio study. This level will be achieved by the coming year.
The assessing office will assess all assessable properties uniformly so
that the coefficient of dispersion will be 20 or less. This level will be
achieved by the coming year.
The assessing office will maintain the TRIO Assessing Software
(computer -assessed mass appraisal system) as circumstances warrant.
The assessment office will list promptly all Real Property by processing
deeds received from the recorder's office (PRD) within one week (on
average) of receipt.
Building permits provide forewarnings on construction activity. Using
these permits assessments for new construction and building
improvements will be completed as of April 1st and assessment finalized
by commitment date.
Review and process Exemption applications annually by March 31 and
assessment finalized by commitment date.
The Town Tax Maps will be updated as of April 1.
The assessment office will list promptly all Personal Property
Declaration Forms (property lists) received from property owner within
one week (on average) of receipt.
The coming tax roll will reflect any tax shift caused by legislative
changes.
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The primary tasks performed by assessors
1. locating and identifying all taxable property in the jurisdiction.
2. Making an inventory of the quantity, quality, and important
characteristics of all taxable property.
3. Estimating the value of each taxable property.
4. Determining the extent of taxability of each property.
5. Calculating the assessed value of each property.
6. Preparing and certifying the assessment roll.
7. Defending value estimates and valuation.
Assessing Departments Reoccurring Projects
Recurring Projects
• Municipal Valuation Report
• Tree Growth Tax Roster — Annual Update
• State Sales Turn -Around Document
• Sales Analysis for Coming Year Update
• Personal Property Declaration Form/Letter of Instruction Updates
• Personal Property Declaration Form Mailings
• Personal Property Depreciation Tables Update
• Marshal & Swift Commercial Cost File Updated
• Tax Map Annual Update
• April 1 valuations
• Commitment of Tax Roll
• Update assessing software cost files by March 1.
• Establish current land values by March 1.
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• Conduct Sales Ratio studies to assist in projections for coming tax
year.
• Analyze income and expense statements when abatement requests
are initiated. Request Appraisal report using 706.
PERSONAL PROPERTY SEQUENCE OF ACTIVITIES
• Month of December update Personal Property Declaration
Instruction letters
• Month of December update Personal Property Declaration Forms
• Month of December print itemized list for all personal property
accounts
• Month of December prepare personal property mailing (fold & stuff
instruction letter, declaration form and itemized list)
• First week of January run all envelopes through postage meter and
mail out personal property declarations
• Month of January printout custom report for logging in return
personal property declarations
• January — May open personal property returns, date stamp and log
in Custom Report
• All data input should be done by May 15th
• Assist in abatement for personal property
• Assist with 801 Reimbursements
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