1. (a) A conference, when requested by the DRA pursuant to Rev 602.01(e), shall:

   1. (1) Review specific contract terms and conditions or in-house work plan, which may include, but not be limited to:

      1. a. Purpose and goal of the revaluation, partial update, or cyclical revaluation;
      2. b. The date that the appraisal work shall begin and the expected date it shall end;
      3. c. Applicable insurance certificates or bonds;
      4. d. Identification of personnel involved in the project, their certification level, and the nature of their role;
      5. e. Identification of the certified assessor supervisor responsible for the appraisal work;
      6. f. Explanation of how the CAMA system shall be calibrated; and

      7. g. Identification of the property and of the personnel that shall appraise:

         1. 1. Special use property;
         2. 2. Utility property; and
         3. 3. Poles and conduits;
   2. (2) Review time frames and due dates for all major contract terms and conditions or in-house work plan;

   3. (3) Review specific guidelines pertaining to the collection of data, which may include, but not be limited to:

      1. a. Data collection manual utilized;
      2. b. How properties, and sales shall be measured and listed;
      3. c. How changes to properties shall be entered and by whom;
      4. d. How visit history shall be notated; and
      5. e. Neighborhood and zoning delineation maps;
   4. (4) Review how the DRA monitors and tests the work performed by the contractor, in-house assessor, or municipal assessing officials for accuracy and compliance;
   5. (5) Review which steps during the revaluation, partial update, or cyclical revaluation that the DRA shall request the information to monitor;
   6. (6) Review how the DRA completes and files the monitoring inspection report(s);
   7. (7) Confirm, that if required by the contract, the contractor has adequate and secure work space and the necessary work materials available at the municipal offices;
   8. (8) Review of whether any appraisal work shall be completed by remote access; and

   9. (9) If required by the contract or in-house work plan, review the public notices informing taxpayers of:

      1. a. The revaluation, partial update, or cyclical revaluation process, including such details as:

         1. 1. The newly established values;
         2. 2. The informal hearing process; and
         3. 3. The abatement and appeal process; and
      2. b. Any property visits by the contractor, in-house assessor, or municipal assessing officials.

Source. (See Revision Note #1 at chapter heading for Rev 600) #10581, eff 5-1-14; ss by #13916, eff 3-28-24 (see Revision Note #2 at chapter heading for Rev 600)