District Adviser Duties and Responsibilities

Overview

  • There are 7 District Advisors and each has a home office covering about 35 towns
  • They have many responsibilities assisting towns and taxpayers, not only in their assigned area/territory but also statewide.
  • There’s a dedicated telephone “hotline” for listers that advisors manage, per a rotation
  • Responsibilities vary over the course of the year: March-July devoted to education offerings; August-December focus shifts to equalization study

Major, overarching functions are:

  • Equalization study and reviewing grand lists
  • Education and supporting municipalities, especially with legislative changes
  • Current use
  • Appraisals

 

Equalization Study/Review of Grand Lists

  • At Town Office
  • Go through each sale (1year of sales each year, 3 years of sales for reappraisal year)
  • Check listed value at time of sale
  • Check if Property class, category, acreage correct
  • Collect subdivision information (new listed value, acreage & category)
  • Is sale valid or invalid?
  • Research each sale to verify validity
  • Look at documentation (deed, map & verifications letters) if invalid

 

  • At State Office
  • Equalization file for each town–supervisor
  • Look for any anomalies on the three years of sales (missed from prior year – subdivision, category correction, acreage change et al)
  • Finalize Equalization Study for mailing to towns by end of year

 

  • Review 411, the Grand List Summary Sheet
  • Check for category errors
    • Understanding use of Other, UO, Woodland and R1/2 vs S1/2 categories in each town
      • Updated Utility categories (UE & UO) in each town
    • Check for exemption errors
    • Voted exemptions expiration dates & do they qualify
    • Non-Taxable exemptions do they qualify
    • Veterans Exemptions (list from VOVA)
    • Solar exemptions
    • Check for corrections and cleanup of the Town’s Grand List
    • Category use
    • Consistency of Information in the Grand List
    • Check for Town owned property accuracy
    • Are Town owned properties listed in the Grand List
    • Do they have a realistic value?
    • How did they value each property (used insurance value or assessed value)?
    • Review Fire Districts
    • Are they listed correctly

 

Current Use

  • Use of NEMRC Current Use program to help listers
  • Are the current use parcels coded correctly?
  • Check Current Use values to assure the town is valuing each consistently
  • Help Listers with the understanding & calculation of current use parcels
  • Help Listers with the process of current use program—allocation of values

 

Education and Supporting Municipalities, especially with Legislation

  • Develop Lister Workshops & Training Materials
  • Prepare and facilitate Town Officers Educational Conference (TOEC’s)
  • Hold Workshops, Trainings & Meetings
  • New Lister Training
  • Advanced Lister Training
  • Data Collection Training
  • Land Schedule Training
  • Current Use Training
  • Understanding the Equalization Study
  • Various TOEC workshops
  • Any new courses to help with legislative changes
  • Other topics
  • Instruct/assist towns with their grand list analysis
  • Review and guide municipalities in a statistical analysis of their grand list – Goal of equity and to analyze problem areas – COD & CLA
  • Assist Towns with any legislative changes
  • Assist Towns with understanding the Statutes, Technical bulletins & related laws that effect all aspects of their position

 

Appraisals

  • Appraise Railroads for State property taxation – In house appraisal
  • Appraise State owned lands held by the Agency of Natural Resources
  • New acquisitions—inspect and value using the sales database
  • Collect open land sales data for state land database in all towns
  • Assist Towns with appraisals and listing issues
  • Assist towns with reappraisal
  • Solar Valuation
  • Help towns value Solar Projects as specified by statute
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