CAUV/Homestead Floater

I. Department Overview

The CAUV/Homestead department is responsible for CAUV and Homestead Exemption. In facilitating these services, the department is to provide optimal customer service at all times.

CAUV Program: The Current Agricultural Use Valuation (CAUV) program is an incentive offered to property owners of farmland in the state of Ohio. Under the Ohio Revised Code, owners of land that is devoted exclusively to agricultural use can apply to be taxed based on the current agricultural use instead of its developed potential. The taxable value of CAUV land is based on the agricultural use value instead of the market value.

Homestead Exemption: The Homestead Exemption is a reduction in Real Estate taxes for those who qualify under the Ohio Revised Code Section 4503.065. This is a credit on property tax bills which allows qualifying homeowners to exempt $25,000 of the market value of their home from property taxes. 100% VA Certified Military Veterans may also qualify for Homestead. This exemption allows qualifying Veteran homeowners to exempt $50,000 of the market value of their home from property taxes.

Ii. Position Summary

Provide assistance and information to taxpayers that are senior citizens, veterans, or permanently disabled that may be eligible to receive the Homestead Exemptions (reduction in real estate taxes). Provide extraordinary customer service to all citizens and educate them on eligibility on whether they may qualify for the CAUV program. The Homestead & CAUV Floater must be proficient in the duties outlined in Section III and meet or exceed the requirements outlined in Section V.

Iii. Essential Duties And Responsibilities

• Examine Homestead Exemption and CAUV applications and ensure accuracy, initiate corrections, determine eligibility of applications and properly secure/filing and updating of physical and digital documentation.
• Research and determine parcel qualification for Homestead and CAUV and contact/send letters to other jurisdictions for verification as necessary.
• Responsible for entering Homestead and CAUV in iasWorld.
• Responsible for timely and accurate review of all records related to Homestead and CAUV including but not limited to: conveyance/transfer records, monthly decedent lists, cancelation and denial records, etc.
• Calculate amount of exemption refunds and request reimbursement from state.
• Maintain annual calendar of workload deadlines.
• Coordinate records with other departments, other agencies, data processing, etc.
• Compose and type letters and reports.
• Prepare and assist in completing yearly mailings.
• Prepare annual reports to the State of Ohio.
• Process and maintain Ag District applications and renewals.
• Compare and compile data and information for qualified applicants pertaining to changes in state law.
• Coordinate workload according to management’s priority to supplement utility float(s) and team lead(s).
• Check for errors in records, documents, applications, and reports.
• Provide continuous quality control and maintenance of information in the Real Estate systems (iasWorld, Onbase, etc.).
• Update Homestead and CAUV records in iasWorld using the monthly decedent list.
• Query data from iasWorld regarding mailings, denials, cancellations, quality control, etc.
• Mail approval and denial DTE forms for processed applications.
• Assist with coordinating storage of documentation in compliance with Auditor Record Retention at the Lucas County Records Center.
• Scan and Index DTE 101 forms into OnBase.
• Sort and Mail DTE 101 forms to grantors and grantees of transferred property.
• Send orders to Special Assessments for late applications and clerical error corrections.
• Send Water Application reports to municipalities.
• Assist in other office areas as required under general supervision of office management.
  
  

Iv. Minimum Requirements

• High school diploma or equivalent.
• One (1) year of work experience in an office setting.
• No reprimands/discipline for one (1) year prior to applying.
  
  

V. MAJOR POSITION CHARACTERISTICS

• Ability to effectively and pleasantly communicate in person and via telephone.
• Display outstanding computer literacy skills, including but not limited to: Microsoft Office, Word, Excel, Novell GroupWise, Oracle, Onbase, Tyler/iasWorld, Smartfile and TimeOff System.
• Skilled in customer service.
• Excellent problem-solving skills.
• Ability to get along with others (i.e., develop and maintain cooperative professional relationships), including but not limited to: customers/citizens, colleagues, directors, staff and other county agencies.
• Ability to cooperate with co-workers on group projects.
• Extremely organized.
• Ability to read and follow directions.
• Ability to complete assignments and seek new assignments without supervision.
• Ability and willingness to work flexible hours (i.e., overtime, evening hours and/or weekends).
• Display consistently a working knowledge of general office equipment and processes.
• Able to accurately type 50-55 words per minute
• Excellent work habits. MUST HAVE THE ABILITY TO MAINTAIN PUNCTUAL, DEPENDABLE ATTENDANCE, AND BE ACCOUNTABLE.
• Ability to meet and maintain production and proficiency standards.
• Ability to manage time and ability to communicate with management when work cannot be completed
  
  

on schedule in accordance with office policies, procedures and deadlines established by management.

• Must be motivated and demonstrate positive, professional attitude.
• Ability to consistently manage time and report to management when work cannot be completed on schedule in accordance with established office policies, procedures and deadlines established.
• Knowledge of local government structure and processes.
• Display sound understanding and compliance with office/department policy and procedure.
• Knowledge of real estate tax principles.
• Employee must abide by all laws and conduct all business in an ethical manner, both personally and professionally.