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General Revaluation Tender Guidelines 2016

Department of Transport, Planning and Local Infrastructure

Table of contents1 Introduction and purpose..........................................................................................31.1 Introduction 31.2 Option to transfer valuation authority 31.3 Supporting documentation 41.4 Contacts 41.5 Electronic or additional copies 42 Contract management..............................................................................................52.1 Overview 52.2 Legislative requirements 52.3 Other roles and responsibilities 52.4 Contract performance 63 Tender Documentation.............................................................................................73.1 Overview 73.2 Scope 73.3 Valuation services requested 83.4 Financial information 83.5 Valuation summary 83.6 Definitions of council rate classifications 103.7 Qualifications and experience required by contractor 103.8 VGV certification of work prior to progress payments 103.9 Supplementary valuations 103.10 Enquiries, objections, and applications to VCAT 123.11 Nominated stage 3A properties 123.12 Data and systems 123.13 Information and services to be provided by council 133.14 Approved authority and identification 143.15 Resources and services 153.16 Conflict of interest, proprietorship and confidentiality of data 163.17 Penalty clauses 163.18 Occupational health and safety 173.19 Insurance required by the contractor 174 Conditions of tendering...........................................................................................184.1 Summary schedule 184.2 Evaluation table for provision of rating valuation services 195 Tender form and schedules.....................................................................................215.1 Introduction 215.2 Instruction to tenderers 21

1General Tender Revaluation Guidelines 2016


5.3 Additional information required with tender 215.4 Tender form 225.5 Tender schedules 23Appendixes....................................................................................................................36A. Schedule of data responsibility...............................................................................37B. Qualifications required by valuers...........................................................................51C. Stage 3A properties................................................................................................52D. Valuation assessment summary by Sub-market Group (SMG)................................53



1 Introduction and purpose1.1 IntroductionThe Valuation of Land Act 1960 (the Act) requires a general valuation of rateable land and non-rateable leviable land to be made every two years. A valuation authority must cause a general valuation to be made as at 1 January in every even calendar year and returned before 30 June that year.

The General Revaluation Tender Guidelines 2016 are provided by Valuer-General Victoria (VGV) as a framework for councils (operating as the valuation authority) to procure valuation services for the completion of a general valuation. These guidelines include the provision to tender for two valuation cycles.

The Valuer-General is required to certify council revaluation work for the purposes of Sections 7A and 7AA of the Act. The Valuer-General is required under Section 5AA of the Act to prepare the Valuation Best Practice Specifications Guidelines (VBPSG) at the commencement of every biennial valuation. VBPSG provides a template specification for this contract. It specifies the processes, tasks and outputs required for the return of valuation that meets all qualitative and legislative standards approved by the Valuer-General. These tender guidelines are to be used in conjunction with VBPSG.

Tendered general valuation services are subject to restriction on council payment to valuers under Section 7A of the Act.

These guidelines will assist council to prepare the contract for the general valuation, manage the contract, improve the quality of valuations and property databases; and better define the relationship between council, valuer and the Valuer-General.

The General Revaluation Tender Guidelines 2016 is split into five sections. Council will need to incorporate their own procurement requirements related to the ‘General conditions of tendering’ and ‘General conditions of contract’.

1.2 Option to transfer valuation authority Under the Act, councils have the option to transfer to the Valuer-General their biennial revaluation responsibilities. A nomination remains in force until it is revoked.

Under Sections 10 and 13G of the Act, councils need to formally advise the Valuer-General in writing of their intention to transfer valuation responsibility by 30 June of the even calendar year that immediately proceeds the even calendar year in which the general valuation is to be made.

Council will remain the valuation authority for all valuations including supplementary valuations, objections and appeals for the full valuation cycle immediately preceding the cycle that the Valuer-General becomes the valuation authority.



1.3 Supporting documentationThe following documents also provide source material and background information on a general valuation.

Valuation Best Practice Specifications Guidelines 2016 are available at www.dtpli.vic.gov.au/valuations > Council valuations > Revaluation 2016.

Valuation of Land Act 1960 which is available at www.legislation.vic.gov.au.

Fire Services Property Levy Act 2012 which is available at www.legislation.vic.gov.au.

Valuation of Land (General and Supplementary Valuation) Regulations available at www.legislation.vic.gov.au.

VGV 2016 Report Templates are available at www.dtpli.vic.gov.au/valuations > Council valuations > Revaluation 2016.

Specialist Property Guidelines are available at www.dtpli.vic.gov.au/valuations > Council valuations > Specialist Property Guidelines.

1.4 ContactsIf you have any questions regarding the tender guidelines, contact the Valuation Best Practice (VBP) team:

Email: [email protected]

Telephone:

Stephen Jarvis, Deputy Valuer-General Rating Authority Valuations), (03) 8636 2578

Terry Maguire, Manager Certification Rating Authority Valuations, (03) 8636 2571

Doug Marcina, Spatial Information Manager, (03) 8636 3042

Toby Dargaville, Administrative Manager, (03) 8636 2573

1.5 Electronic or additional copiesAdditional copies of these tender guidelines are available from Toby Dargaville (see above), or you can download the specifications at www.dtpli.vic.gov.au/valuations > Council valuations > Revaluation 2016.


http://www.dtpli.vic.gov.au/valuations





2 Contract management2.1 OverviewCouncil as the valuation authority is responsible for management and delivery of this contract. This contract provides for the provision of the general valuation that rating authorities use for rating, taxing and levy purposes. It is the responsibility of the valuation authority to ensure that this contract achieves statutory compliance and VBPSG standards.

All general valuations are audited and certified by the Valuer-General in accordance with VBPSG, which specify a range of outputs for each valuation stage.

The quality and timeliness of the delivery of the valuation is critical because council and other rating authorities are dependent upon the valuation. Meeting timelines and prescribed outputs are critical contract management issues. The initiatives included in these guidelines will enable faster and easier assessment of the valuation’s progress.

Valuation authorities need to add clear measures, including penalties, to encourage meeting due dates in the contract.

2.2 Legislative requirementsCouncil has the legislative role and responsibilities as provided within the Act, with particular reference to;

Section 5AA and possible amendments to VBPSG payments to contract valuers in accordance with Section 7A the processing of supplementary valuations in accordance with Sections 13DF and

13L the processing of valuation objections, reviews and appeals in accordance with Part III

2.3 Other roles and responsibilitiesCouncil needs to be fully aware of its role and responsibilities with regard to:

tendering, evaluating, contracting and managing valuation services management of the contract to deliver the outsourced services management of its relationship with VGV ongoing IT support access to and use of Geographic Information Systems (GIS) maintenance and storage of property and valuation databases any valuation system used to complete the general valuation importing and exporting of data from council mainframes and valuation software determination of general property inspection programs



electronic transfer of data from other council sources (e.g. building, planning and rates

completion of Schedule of Data Responsibility (Appendix A) before tendering for services

administering relationships with other rating authorities who use the valuation, such as the State Revenue Office and water authorities

2.4 Contract performanceA strong working relationship between a council and its contract valuer is vital to ensure that:

required services are delivered on time throughout the project emerging issues are addressed early council data responsibilities and valuer data responsibilities are clearly defined and

managed VBPSG is complied with current technologies and techniques are used, when they are useful and cost-

effective relationships with council staff that support or rely upon the valuation are developed emerging value trends and possible rate shifts are identified early

It is recommended that regular progress meetings are held between the valuation authority and its contract valuer. Monthly meetings are suggested, but this vital process should be tailored according the valuation authority’s needs.

Valuation cyclesThese guidelines include the provision to tender for two valuation cycles. It is recommended that the 2018 general valuation services be subject to an option based on appropriate contract performance criteria. A valuation authority may wish to alter the term of this tender, including option clauses at their discretion.

If offering a contract term exceeding one general valuation, provisions needs to be made for amendments to VBPSG as issued by the Valuer-General in accordance with S5AA of the Act.

Contract transitionThese guidelines include the provision to tender for two valuation cycles. The provision of supplementary valuations, objections and appeals, and relevant dates to be included within this tender will need to consider existing contractual arrangements.

The tender procurement timelines need to correspond with VBPSG timeframes to ensure contract valuers have been appointed in time to complete all VBPSG stage works by the due dates.

Both the termination date of the contract and proposed commencement date of any new contract need to be considered relative to the valuation authority's requirements.

Valuation services other than a general valuation including supplementary valuations, and objection and appealsThese guidelines do not include the provision to tender for other valuations that a valuation authority may require such as financial reporting and valuations subject to Section 19 of the Subdivision Act 1988. A valuation authority may wish to alter this tender to facilitate these services.



3 Tender DocumentationFollowing is a template of the documentation for potential tenderers.

3.1 OverviewThe Valuation of Land Act 1960 (the Act) requires a general valuation of rateable land and non-rateable leviable land to be made every two years. Council as a valuation authority must cause a general valuation to be made as at 1 January in every even calendar year and returned before 30 June that year.

This tender relates to the tendering of valuation services within << insert municipality >>.

The valuation process generates over XX per cent of council income and therefore council could suffer significant detriment if the valuation services provided are inaccurate. There is also a significant customer service focus associated with the service, which impacts on council’s public image.

<< Insert general information about municipality>>

<< Insert description of council area; statistics about municipality (size, land area etc.); rate base – no of assessments, total value >>

3.2 ScopeThis tender relates to the tendering of valuation services for providing the 2016 General Valuation and an option for 2018 General Valuation. The 2018 General Valuation services will be subject to an option based on appropriate contract performance criteria.

The Valuer-General is required under Section 5AA of the Act to prepare the Valuation Best Practice Specifications Guidelines (VBPSG) at the commencement of every biennial valuation. VBPSG provides the specification for this contract. It specifies the processes, tasks and outputs required for the return of the valuation that meets all qualitative and legislative standards approved by the Valuer-General.

The Valuer-General may amend the VBPSG during the biennial period.

Prospective tenderers are advised that these tendered general valuation services are subject to restriction on payment of valuers under Section 7A of the Act. A council must not pay the contract valuer until such time as the Valuer-General has issued a certificate of valuation or valuation progress.

The quality and timeliness of the delivery of the valuation and related services by the contractor is vitally important because council and other rating and taxing authorities are dependent on the valuation. Rating Authorities will make financial decisions based on the valuation and property data provided by the contractor.

Tenderers must demonstrate their commitment to maintain complete confidentiality of municipal property information, both during and after the valuation task and/or <<Insert relevant procurement clauses >>



Tenderers must also demonstrate that no conflicts of interest will be created during or after the valuation process. If any potential conflicts of interest arise, the tenderer must demonstrate how it will protect the valuation authority from any conflict of interest allegations and/or << Insert relevant procurement clauses >>

3.3 Valuation services requestedThis section summarises the services requested and highlights the key elements of the tender.

The following services are the subject of this tender:

General Valuation 2016

Complete valuations for all rateable land and non-rateable leviable land for which council as the valuation authority is responsible for valuing, as at the prescribed date of 1

January 2016.

Supplementary valuations 2016

Undertake supplementary valuations, as specified under this contract, as at the prescribed date of 1 January 2016.

Objections and applications to VCAT 2016

Determine objections, and manage applications to VCAT as specified under this contract, as at the prescribed date of 1 January 2016.

3.4 Financial informationThe council’s total budgeted income for 2014–2015 is << insert>>, of which << insert>> million is represented by rates and charges income.

<< Insert information about council budget >>

Council currently collects rates based on the << NAV / CIV / SV >> as follows:

<< Insert information on council valuation base (NAV, CIV or SV), council rates and charges >>

3.5 Valuation summaryIn accordance with Section 11 and 13H of the Act, a general valuation of all rateable land and non-rateable leviable land is required every two years.

This contract requires a general valuation of all rateable land and non-rateable leviable land for which council as the valuation authority is responsible for valuing to be made as at the prescribed date of 1 January 2016, and returned by 29 April 2016.



A summary of council’s valuation assessments as at <<Insert Date>> is provided in the following schedule.

Tertiary AVPCC category

Number ofassessments 2014 SV 2014 CIV 2014 NAV

Rateable land

ResidentialCommercialIndustrial & ExtractivePrimary ProductionInfrastructure and UtilitiesCommunity ServicesSport Heritage and CultureNational Parks, Conservation Areas, Forest Reserves and Natural Water Reserves

Non-rateable leviable land

ResidentialCommercialIndustrial & ExtractivePrimary ProductionInfrastructure and UtilitiesCommunity ServicesSport Heritage and CultureNational Parks, Conservation Areas, Forest Reserves and Natural Water Reserves

The 2014 valuation assessment summary by SMG is contained in Appendix D. This contains the SMG composition by land use category to assist tenderers to quote.

In providing a lump sum price, tenderers should make an allowance for variations to the total number of assessments above. There will be no fee adjustment on a pro-rata basis based on the number of assessments.

The contract manager for the contract will be << valuation services contract manager>> or any other person nominated from time to time by the valuation authority.



3.6 Definitions of council rate classificationsCouncil levies rates on all rateable land within the following differential rate classifications:

<< Insert details of current differential rating regime, rating classifications and rate in $ applicable >>.

Council rate classification Rate in $ Number of assessments

General rateOther classifications

3.7 Qualifications and experience required by contractorA valuation authority must only appoint a person of required qualifications and experience to make a general valuation, in accordance with Section 13DA and 13J of the Act.

The qualifications and experience specified by the Minister for a person making council rating valuations was gazetted on 5 May 2010 (See Appendix B).

The contractor must demonstrate that they hold the required qualifications and experience when completing the schedules within Section 5.5 of this document.

The contractor is responsible for the supervision, checking and approval of any valuations made on their behalf to meet the requirements of this contract.

Upon commencement of the contract, the contractor must make a statutory declaration that the valuation and return will be impartial and true, in accordance with Section 13DH of Act.

3.8 VGV certification of work prior to progress paymentsAll council general valuation work made by the contractor is subject to the provisions of Section 7A of the Act.

Progress payments of the lump sum components of the 2016 general valuation contract will be in accordance with the fee schedules in Section 5 of this document. Payments will be made subject to the General Conditions of Contract and the certification of the work by VGV.

3.9 Supplementary valuationsThe contract valuer is to complete supplementary valuations on the 2016 general valuation on a << insert frequency e.g. monthly/quarterly >> basis.



Supplementary valuation batches will be created by council that: identify the assessments that may require a supplementary valuation provide the information to the valuer to undertake the supplementary valuations

including but limited to: assessment number property number address record legal description including Standard Property Identifier planning permits and details building permits and details Planning ordinance sales data existing valuation any other property data held on the property

For a full listing of data elements that council are responsible for, refer to Appendix A.The contractor is required under this contract to complete the supplementary valuations in accordance with VBPSG.

Council has established a building permit cost threshold of << insert $ cost of works threshold >>. Council reserves the right to vary this threshold at any time, but undertakes to consult with the contractor regarding any proposed change.

All permits with a value equal to or in excess of this value will be forwarded to the contractor for preparation of a supplementary valuation (if found to be required), unless otherwise specified.

All permits with a value below this value will be forwarded to the contractor to amend and update any data elements required by council, and/or the Valuer-General. The contractor is, at all times, required to maintain the accuracy and currency of the valuation database.

In certain circumstances, supplementary valuations will still need to be made on assessments below the threshold as provided for in the Act.

A summary of supplementary valuations undertaken in recent years is as follows:

Rating yearNumber of assessments Total

Residential Rural Other2012–2013

2013–2014

2014–2015

As set out in Section 13DFA and 13M of the Act, within one month of returning a supplementary valuation to council, the valuer must submit a report of the valuation in the prescribed form to Valuer-General Victoria for certification.



3.10 Enquiries, objections, and applications to VCATCouncil will require the contractor to respond to enquiries relating to the 2016 General Valuation works throughout the term of this contact and in accordance with councils customer service requirements as outlined;

<< insert requirements>>

This includes responding to: enquires resulting from the issue of valuation notices during the statutory objection

time-frame general valuation enquiries supplementary valuation enquiries

All objections received by council will be referred to the valuer to be determined in accordance with VBPSG and in council’s customer service requirements as outlined;

<< insert requirements>>

Appeals received by council and referred to the valuer are required to be managed in accordance with Part 3 Division 4 of the VLA, the Victorian Civil Administrative Appeals Tribunal Act 1998 and any relevant VCAT practice notes.A summary of objections, enquiries and applications to VCAT received in the last two years is as follows:

Number of assessments2013–2014 year 2014–2015 year

EnquiriesCouncil objectionsLand tax objectionsApplications to VCAT

3.11 Nominated stage 3A propertiesCouncil requires nominated properties to be valued in accordance with Stage 3A of the revaluation. A list of these properties is attached in Appendix C.

3.12 Data and systems3.12.1Mainframe and software systems

Council currently utilises the <<Insert full name and version of mainframe system>> as its corporate database. << Add details about upcoming replacement or major changes planned for this database, including timeframe for changeover. >>

For valuation purposes, the valuation authority owns and operates the <<Insert full name and version of the valuation software system >> software system. << Add details about upcoming replacement or major changes planned for this database, including timeframe for changeover. >> The appointed valuer will use << insert contractors or valuation authorities system >> to return the general valuations, supplementary valuations and objections.



Council’s Geographic Information System is based on <<Insert name of software, e.g. Mapinfo, ESRI, Aussoft >> and the product used throughout the council for mapping and spatial analysis is <<Insert full name and version of geographic information software system >>.

3.12.2Responsibility of data elements

The schedule of data responsibility (Appendix A) provides a detailed breakdown of the data elements held by council as the valuation authority, identifying the party responsible for the provision and/or confirmation of data elements during the general valuation.

The quality of the VBPSG data elements has a direct influence on the quality of the valuations. The collection, confirmation and maintenance of these data elements are critical in the revaluation process.

Additional data elements required by the valuation authority are below:

<<Insert additional data elements required>>

3.13 Information and services to be provided by council3.13.1Building approvals information

On properties, for which a building permit has been issued, and works likely to have been completed, council will provide the following information: building permits, occupancy certificates, and final inspection notices relevant council building file(s)

approved plans

Such information will be provided in an electronic format, where available, and updated << monthly>>.

3.13.2Planning information

Council will provide current relevant information for: planning permits issued by council plans of subdivision that have been certified and registered with Land Victoria the current planning scheme zones and overlays amendments to the planning scheme and proposed amendments the council register of significant properties unable to be demolished (in whole or in

part) properties in the municipality listed in the Victorian Heritage Register

Such information will be provided in an electronic format, where available, and updated <<monthly>>.



3.13.3Sales information

Council maintains an up-to-date database of sales information in an electronic format. Council will provide the contractor with <<monthly>> updates of this database, including records of:

Notices of Acquisition and Disposition

Property Enquiry Notices (where required)

other records of sales maintained by council

The valuations are based on current and accurate sales records. The contract valuer is not to rely solely on council provided sales records and is to also research and record sales evidence independently.

3.13.4Geographic Information System (GIS)

Council has a GIS, << name of system>> managed by

<< Name and contact details of GIS manager >>.

<< Insert details about the GIS – extent of deployment and use within council, possible changeover of system etc. >>

Performance of this contract requires preparation of a number of electronic maps (refer VBPSG) by the contract valuer. The spatial representation of valuation data is required to identify valuation changes and assist valuation quality control and exception reporting.

Council will provide full access and use of a licensed copy of GIS subject to the following conditions:<< insert conditions and extent of use and the digital spatial layers available >>

3.13.5IT services

Council will provide IT services/support covering: network support on the << municipality>> standard operating environment extraction of required information for the contract valuer from the council systems integration support between the council corporate system and valuation system

3.13.62014 General Valuation data

Prior to tendering, the valuation authority will make available the relevant databases for examination by registered prospective tenderers, including the following:

<< Insert data and access to be made available >>.

Council as the valuation authority will make all reasonable efforts to make available relevant data. The tenderer is responsible for undertaking their own due diligence and acknowledges and agrees that the tender submission relies only upon the accuracy and content of the data made available.

3.14 Approved authority and identificationAs provided for within Section 3A of the Act, the valuation authority will supply the contractor with appropriate authority and identification to enable property inspections to be undertaken and information to be collected.



3.15 Resources and services3.15.1Location of services

Valuation services under this contract are to be provided from:

<<insert council requirements>>

3.15.2Office services

Council will make available the following office accommodation:<<insert resources to be made available>>

These facilities will be supplied <<insert charge if applicable>>to the contractor along with power, lighting, air-conditioning, cleaning and telecommunications. Access to these facilities outside of normal business hours will be at the valuation authority’s discretion and subject to any reasonable security checks.

3.15.3Computer use and access

The council will make available the following hardware and computer network systems for the purposes of the contract.

<<insert resources to be made available>>

These facilities will be supplied <<insert charge if applicable>>to the contractor.

3.15.4Stationery, printing, photocopying and postage

The council will make available the following stationery, printing, photocopying and postage resources:


These facilities will be supplied <<insert charge if applicable>>to the contractor.

3.15.6Additional resources and services

Subject to negotiation, the valuation authority, at a cost to the contractor, may be able to provide additional resources and services.

3.15.7Title searches and professional advice

The council will make available the following title searches and professional advice for the purposes of the contract.


These services will be supplied <<insert charge if applicable>> to the contractor.

3.15.8All other resources and costs

Any and all other resources and costs other than those noted above as being supplied by the council are the responsibilities of the contractor.



3.16 Conflict of interest, proprietorship and confidentiality of data

3.16.1Conflict of interest

The contractor must provide council with a full description of how it will deal with any conflict of interest issue, including the following: those circumstances the contractor would perceive to be a conflict of interest how valuations can be undertaken when the contractor establishes that there is or

could be seen to be a conflict of interest how the contractor would deal with a situation when a client of the contractor objects

to a rating valuation using and disclosing information only for the primary purpose for which it was

collected

3.16.2 Proprietorship of data

The council sets out the following terms and conditions:

<<insert requirements>>

3.16.3Confidentiality of data

In the process of collecting information and valuing properties, the contractor will have access to sensitive, private, and confidential information. The council sets out the following requirements:


3.17 Penalty clausesThe council sets out the following penalty clauses for this contract:

<<council to insert relevant procurement policies>>

VBPSG require this contract to be provided in 5 stages. Penalties for not achieving the 5 stages' due dates provided within the contract are:

<<council to insert lump sum penalties>>

VGV recommended penalties outlined below

Penalties

Penalty lump sum deductions will apply as follows:

Stage 2: No progress payments for Stage 2 valuations not submitted to council by the due date. The balance of any outstanding Stage 2 payment as stated in Schedule 2c (iii) will be reduced by 20 per cent and incorporated in the fee payable at Stage 4.

Stage 3A: Payment for Stage 3A valuations not submitted by the due date will be reduced by 2 per cent of the relevant fee as stated in



Schedule 2c (iii) per week for any overdue period.

Stage 3B: Payment for any Stage 3B SMG(s) not submitted by the due date will be reduced by 2 per cent of the relevant fee as stated in Schedule 2c (iii) per week for the overdue period for any outstanding Stage 3B work.

Stage 4: Payment for Stage 4 valuations not submitted by the due date will be reduced by 2 per cent of the balance of the fee for overdue Stage 2 and Stage 4 SMG(s) per week, after the due date.

3.18 Occupational health and safetyThe council sets out the following occupational health and safety requirements:


3.19 Insurance required by the contractorThe council sets out the following insurances requirements:




4 Conditions of tenderingCouncil sets out the following conditions of tendering, for all land which council as the valuation authority is responsible for valuing:

<< To be prepared by municipality, but to include the following summary schedule and evaluation table >>

4.1 Summary schedule Condition 1 The proposed contract is for:

2016 General Valuation of rateable land and non-rateable leviable land (lump sum amount) 2016 supplementary valuations of rateable land and non-rateable leviable land (rate per valuation)Objections and applications to VCAT (rate per objection, daily rate per application to VCAT)

Condition 2 The tender reference is contract number: << tender reference number >>

Condition 3 The tenderer must submit an original plus XX copies of the tenderCondition 4 Council contact officer <<valuation services manager>>

Name: << Insert name >>Address: << Insert address >>Telephone: << Insert telephone >>Facsimile << Insert facsimile >>

Condition 5 A pre-tender meeting/briefing may be arranged by further notification to tenderers.

Condition 6 Information supplied by the tenderer as required in Sections 4 and 5 of this document will be used as the basis for selecting contractor(s). The evaluation of the tenders will be carried out in accordance with the following evaluation table.

The evaluation table sets out the evaluation criteria. Each criterion is described with its relevant measure and method of measurement.

Each tender will be individually assessed against each evaluation criterion.



4.2 Evaluation table for provision of rating valuation servicesCriterion Description Measure Method of measure

(assessment of the following) WEIGHTING

Capability (Quality)

Ability to provide works and services that meet the specified requirements, including the performance criteria.

Proven record of specification compliance in past contracts, and quality of systems employed.

Demonstrated project management skills, including the ability to manage staff and resources.1. Demonstrated municipal performance including the ability to meet

delivery timelines in accordance with 2016 VBPSG.2. Demonstrated municipal performance and statement of knowledge of

service requirements and Victorian local government rates and budget processes.

3. Knowledge of municipality and its property types.4. Details of computer skills relevant to the contract, and knowledge

and experience of the existing valuation software system and mainframe system in use within council and/or local government.

5. Statement of technical ability, research and analysis skills relevant to the contract, including knowledge of current valuation principles, VGV standards, relevant legislation and applicable case law.

6. Statement of experience with and skill in use of Geographic Information Systems (GIS), particularly with property.

7. Statement of qualifications and experience of personnel and record of compliance with API CPD program.

8. Reference check.9. Record of Occupational Health and Safety compliance, and

WorkCover training.10. Record and standard of service delivery to customer service

standards including quality assurance certification.

=35%

Capacity (resources)

Ability to supply works and services in the quantities required within the timeframes required.

Sufficient resources to ensure reliability of supply of services.Ability to carry out work within the required timeframes.

1. Resources and staffing required to be committed to the contract.2. Current and intended contractual commitments and extent of non-

municipal practice.3. Previous contractual performances.4. Details of proposed project plan to complete the contract.5. Range of services offered by the tenderer.

=35%

Price Competitive bid in comparison to other tenders.

Tendered prices. Comparison of all components of the tender price with other submitted tender prices.

=30%



Criterion Description Measure Method of measure(assessment of the following) WEIGHTING

Financial viability

Ability to maintain service for the life of the contract.

Evidence of financial stability.

1. Financial statement in business profile and demonstrated business viability.

2. Insurances.yes/noyes/no

Compliance

Ability of tender to comply with requirements

Full compliance of tender specifications

All tender specifications met. yes/no



5 Tender form and schedulesFollowing is a template of the documentation required to be submitted by potential tenderers.

5.1 IntroductionThe information provided by tenderers in response to the tender form and schedules are the basis of the tender evaluation. The tender form and schedules generally correspond with the evaluation table in Section 4 of this document.

Tenderers’ responses will be evaluated in accordance with the tender evaluation process and the evaluation criteria described in ‘Conditions of tendering’ in this document. It is each tenderer’s responsibility to provide sufficient detail in the tender by the tender closing time. Tenderers should not expect to be given further opportunity after that time to provide additional information.

5.2 Instruction to tenderersTo assist in the evaluation of tenders, tenderers must prepare and submit their tender in accordance with ‘Conditions of tendering’ in this tender document. The tender shall comprise the fully completed: tender form tender schedules additional information required with tender

The tender schedules and additional information comprise a structured sequence of request for information. Tender responses must use the attached form and schedules. All schedules are required to be completed in order to be considered a compliant tender.

5.3 Additional information required with tenderThe tenderer must provide the following additional information with the tender and this information will be used as part of the tender assessment:

Details of insurance held or proposed by the contractor

These should include cover for professional indemnity, WorkCover and public liability. Certificates of currency must be submitted before the contract commences and if renewed during the contract period.

Declaration of major existing clients

Prior to appointment and during the term of the contract, the contractor must provide a declaration of major existing clients with property in the council district or any potential conflict of interest in the council. Major existing clients must include major clients for whom work has been done in the last two years.



5.4 Tender formTO: <<Municipality>>

<<Address>>Name of tenderer:

Tenders to perform the work specified in these tender documents for the amounts set out below.

Service 2016 2018 Rate$ GST inclusive $ GST inclusive

General Valuation – Rateable land – within the municipal districtGeneral Valuation – Non-Rateable leviable land within the municipal districtGeneral Valuation – Non-Rateable leviable land outside municipal district

Supplementary valuations (per valuation) Residential AVPCC Per assessment Commercial & Industrial AVPCC Per assessment Rural AVPCC Per assessment

Objections and applications to VCAT Residential AVPCC Per objection Commercial & Industrial AVPCC Per objection Rural AVPCC Per objection

Appeals Per day

Signed: Date:Position: Witness:For and on behalf of: Witness name:Company A.C.N.: Witness address:A.B.N: Date:Telephone number: Tender closing time:

*See schedule 2c (i)



5.5 Tender schedulesSchedule 1 – Company profile

Tenderers are to complete the attached tender schedule pro formas titled:

Schedule 1A – Company profile Schedule 1B – Core business and current commitments Schedule 1C – Contract management systems Schedule 1D – Risk mitigation Schedule 1E – Business structure information Schedule 1F – Financial stability and referees

Schedule 1G – Schedule of quality assurance.

Schedule 2 – Schedule of experience and capability

Tenderers are to complete each of the attached schedules of experience and capability pro formas titled: Schedule 2A – Municipal experience Schedule 2B – Valuation system experience Schedule 2C – Provision of valuation software (if using valuers proprietary system) Schedule 2D – Specialist valuation and litigation expertise Schedule 2E – Past performance statement of relevant municipal experience; and

Schedule 2F – Current commitments.

Schedule 3 – Schedule of plans for proposed service:

Tenderers are to complete the attached schedules of plan for proposed service pro formas, titled: Schedule 3A – Plan of specified personnel Schedule 3B – Project plan.

Schedule 4 – Fee Schedules:

Schedule 4A –Total lump sum fee schedule

Schedule 4B - Stage fee schedule

Schedule 4C – Residential and Rural SMG fee apportionment schedule

Schedule 4D – Commercial and Industrial SMG fee apportionment schedule.



Schedule 1 – Company profile

1A – Company profileProvide a brief company profile and history, including a current organisational chart summarising numbers of all professional and ancillary staff by seniority and discipline.

1B – Core business and current commitments

Identify your core business, main client base and state the percentage of your work that is directly associated with the type and nature of service specified for this contract.

1C – Contract management systemsDescribe your contract management control and reporting systems, and provide typical report samples.

1D – Risk mitigationIdentify and define the major risks and your contingency plans that will ensure all outcomes specified under the proposed contract are achieved. Your response should also include management of industrial and environmental risks.



Schedule 1 – Company profile

1E – Business structure information

Contractor’s Name:

This information is for assessment purposes only.

a) Tenderers must attach a copy, or copies, of particulars of any petition, claim, action, judgment or decision likely to adversely affect the contractor’s performance under the contract.

b) Date incorporated / /

c) List name/s of sole trader, partners, director, manager and company secretary

Name Position % Shareholding

d) List parent, subsidiary and associated companies

Company name Relationship A.B.N.

Signature of authoriser

Printed name of signatory

Dated This day of

This schedule must be answered in full and submitted with the tender.



Schedule 1 – Company Profile

1F – Financial stability and referees

Contractors name:

This information is requested for assessment purposes only.

This schedule is to assess the tenderer’s financial capability to execute the works.

Banker/sName Address Contact phone number

Accountant/s

Four Largest Creditors

I / WE AUTHORISE the <<Municipality>> to seek information, if required, from the tenderer’s principal bankers and/or accountants, auditors, creditors or other business reference contacts.

I / WE AFFIRM that ALL information, requested and offered, is both accurate and factual.



Dated This day of




Schedule 1G – Schedule of quality assurance

Contractor’s name:

This schedule is intended to assist the <<Municipality>> to determine the tenderer’s capabilities in relation to what can reasonably be expected for a quality outcome. The general expected outcomes include compliance with the specification, guaranteed reliability of product, timely supply of services, customer service of the highest standard and appropriate risk management programs.

1. Does your organisation have a documented quality system?

o Yes o No

2. If you answered YES to question 1, is your quality system certified by an accredited body? If so, please supply the following details:

Registration no.: Name of certifying bodyISO standard:

3. If you answered YES to question 1, will the valuation services required under this contract be delivered by that part of your organisation that is quality assured?

o Yes o No

4. If you answered NO to question 1, are you actively working towards the certification of a quality system?

o Yes o No

5. When do you anticipate achieving this?

Signature of authoriser:

Printed name of signatory:

Position of authoriser:

Dated this day of




Schedule 2 – Schedule of experience and capability

2A – Municipal experience

Detail your firm’s history of municipal valuation experience, including objections, inquires and appeals.

2B – Valuation system experience

Provide a statement detailing your knowledge and experience with property/rates software and mainframe systems in use within local government.

2C – Provision of valuation software (if using valuers’ proprietary system)Describe the valuation software systems to be used and degree of compliance with 2016 Valuation Best Practice output requirements. Respond N/A if using Valuation Authorities system)

2D – Specialist valuation and litigation expertiseProvide a statement detailing your firm’s technical ability to undertake the valuation tasks, including research and analysis skills and demonstration of your ability to research changes impacting upon municipal valuation, including legislation and court precedents.



2E – Past performance statement of relevant municipal experienceContract for Services SIMILAR IN NATURE previously executed.

Municipality Service Contract

value $Completiondate

Contact nameof client’s supervisor

Contactphone number( )( )( )( )( )( )( )( )( )( )( )( )( )( )( )

2F - Current commitments (list all .i.e. municipal and other)

Client Service Contractvalue $

Due completiondate

Contact nameofclient’s supervisor

Contactphone number( )( )( )( )( )( )( )( )( )( )



Schedule 3 – Schedule of plans for proposed service

3A – Plan of specified personnel

Contractors name:

The tenderer is to specify the key project personnel proposed for this contract in the table below. Attach curriculum vitae and qualifications documentation of the key personnel listed below.

Staff name Function Formal qualification

Percentage of full-time position allocated to project Project area

e.g. J Smith Valuer Certified practising valuer

80% FT Rural

Provide details and the assurance of the availability of sufficient skilled personnel throughout the full term of the contract.



Dated This day of




Schedule 3B – Schedule of plans for proposed service

General Valuation of rateable land and non-rateable leviable land

Complete the attached project plan Schedule 3 setting out the timetable to be followed to achieve completion of all SMGs by the due dates.

3 – Project plan– 2016 General ValuationStage Due Dates Stage Description Sub-market Group Assessments Completion Date

1 27 February 2015 Preparation and statistical analysis ALL SMGs ALL assessments Insert date for

completion of Stage 1

2 30 October 2015Preliminary valuations - residential and rural properties

Insert SMGs for Stage 2

Number of assessments in SMGs

Insert date for completion of SMG to meet stage dates

3A 31 August 2015 Preliminary valuations - nominated properties

Insert SMGs for Stage 3A



3B 29 January 2016 Commercial and industrial properties

Insert SMGs for Stage 3B



4 31 March 2016Review and final valuations - residential and rural properties

Insert SMGs for Stage 4


Insert date for completion of SMG to meet stage date

5 29 April 2016 Valuation and data return ALL SMGs ALL assessments Insert date for

completion of Stage 5

Describe in detail your proposed work plan and methodology to achieve the specific service objectives described in the 2016 VBPSG, demonstrating your ability to provide the type and level of services specified.




4A – Total lump sum fee schedule – 2016 General Valuation of rateable land and non-rateable leviable land

Property type Assessments $/Assessments Fee $ Total fee summary $

Residential

Total fee Residential and Rural:Rural

Total

Commercial

Total fee Commercial and Industrial.Industrial

Total

Nominated 3ATotal fee 3A

Total

Total lump sum: $




4B – Stage fee schedule – 2016 General Valuation of rateable land and non-rateable leviable land– total fees

Stage 1It is recommended that the Stage 1 fee be no less than 10 per cent of total lump sum fee for 2016 general valuation of rateable land and non-rateable leviable land.

Stage 2It is recommended that no less than 60 per cent of the total fee for residential and rural assessments is allocated to Stage 2.

Stage 3AIt is recommended that no less than 60 per cent of the total fee for nominated properties be allocated to Stage 3A.

Stage 3BIt is recommended that no less than 80 per cent of the total fee for commercial, industrial and 20 per cent of the total fee for specialist properties be allocated to stage 3B.

Stage 4It is recommended that no less than 20 per cent of the total fee for residential and rural assessments is allocated to Stage 4.

Stage 5It is recommended Stage 5 fee be no less than 10 per cent of the total lump sum fee for the 2016 general valuation of rateable land and non-rateable leviable land.




4B – Stage fee schedule – 2016 General Valuation of rateable land and non-rateable leviable land

Stage TitleRural and Residential Commercial, Industrial and

Specialist) Total fee per stage $Weig

ht Fee $ Weight Fee $

Stage 1 Preparation and statistical analysis 10% Insert fee – 10% 10% Insert fee - 10%

Stage 2Preliminary valuations - residential and rural properties

60% Insert fee – 60% N/A

Stage 3A

Preliminary valuations - nominated properties N/A 60% Insert fee - 60%

Stage 3B

Commercial and industrial properties N/A 80% Insert fee - 80% Stage 3B

20% Stage 3A

Stage 4Review and final valuations - residential and rural properties

20% Insert fee – 20% N/A

Stage 5 Valuation and data return 10% Insert fee – 10% 10% Insert fee - 10%

Total lump sum: $



4C – Residential and Rural SMG fee apportionment schedule 2016 General Valuation of rateable land and non-rateable leviable land– Residential and rural property

Sub-market Group

No. of assess ments

Stages

SMG total$

SMG rate per assess ment$

1 2 4 5Preparation and statistical analysis

Preliminary valuations - residential and rural properties$

Review and final valuations - residential and rural properties$

Valuation and data return

Total: * *

* Total must match the total shown on schedule 4B.

4D– Commercial and Industrial SMG fee apportionment schedule 2016 General Valuation of rateable land and non-rateable leviable land – commercial, industrial and 3A properties

Sub-market Group

No. of assess ments

Stages

SMG total$

SMG rate per assess ment$

1 3A 3B 5Preparation and statistical analysis

Preliminary valuations - nominated properties

Commercial and industrial properties

Valuation and data return

Total: * *

* Total must match the total shown on schedule 4B.)



AppendixesA. Schedule of data responsibility

B. Qualifications required by valuers

C. Stage 3A Properties

D. Valuation assessment summary by sub-market group (SMG)



A. Schedule of data responsibility

Valuation Record

This record contains address information, valuation details, and property classification information relating to an assessment.

In undertaking the revaluation the valuer needs to confirm and validate property data. Any data corrections identified during the life of the contract must be addressed. In instances where council is the responsible party for those data element corrections are likely to involve input from both parties.

VGV has recommended data elements considered a council responsibility.

Explanation of codes in data format:N = NumericA = AlphanumericD = Date

Data specifications

Field Data element

Data type

Requirements Example Responsible party

A Assessment Number

A Rating authority property reference number. Reference number assigned to uniquely identify an item of land

1005005 Council

B Sub-Market Group Code

A Number or short code of the relevant sub-market group BC15

C Sub-Market Group Name

A Name of the relevant sub-market group Bannockburn commercial



Field Data element

Data type


D Property Name

A Where available a property name should be included for the address site. The property name should include the name of a building, park/reserve etc. The property name should not include personal details.

St. George Commercial Bank

Council

E Address Ezi

A Aggregated address fields 12-16 Andrews Road Bannockburn 3550

Council

F Floor Number

A Floor or Level details of a multi-story building/complex. 1 Council

G Unit Number

A Unit or flat number relevant to a single property 3 Council

H Unit Suffix A Suffix to unit number AI From

Street Number

A The primary number for a house, rural road number or property. Example 1: where street number = 2 the From Street Number = 2Example 2: where street number =12-16 the From Street number = 12 and the To Street number = 16 (see To Street Number)

12 Council

J To Street Number

A Secondary house, rural road number or property number should be used if there is a range applicable to a property, as shown in the ‘From Street Number’ example.

16 Council

K Street Number Prefix1

A Prefix for From Street Number Council

L Street Number Prefix2

A Prefix for From to Number Council

M Street Number Suffix1

A Suffix for From Street Number Council

N Street Number Suffix2

A Suffix for From to Number Council



Field Data element

Data type


O Street Name

A Street name should not include additional street information e.g. Street type Andrews Council

Field Data element

Data type


P Street Name Suffix

A Used to further categorise the street E (east) Council

Q Street Type

A Supply complete street type. Do not use abbreviated types e.g. Rd or St Road CouncilR Suburb A Suburb or town name. A list of correct place names can be found at

http://services.land.vic.gov.au/vicnames/. Where appropriate a locality name linked with a delivery postcode can be used. Locality names linked to postcodes can be found at the Australia Post website www.auspost.com.au.

Bannockburn

Council

S Postcode N A postcode should be provided for all assessments. Postcode within which the address is located. Postcode references can be found at the Australia Post website www.auspost.com.au

3550 Council

T Land Area N The area of the property in square metres or hectares only. All properties must have a land area unless they are part of a multi assessment for which a total land area has been recorded against the header record

1000 or .1 Council

U Land Area Measure

A For each land area there should be one of the following land area measurement.

M = Metres SquaredH = Hectares

M or H Council

V Zoning A The applicable planning scheme zoning.Use a comma to separate multiple entries.

RUZ Council

W Encumbrance Code

N Description: Legal encumbrance on title and its effect on the value of the land.

No Effect

9 101 2 3 4 5 6 7 8

PositiveNegative

8


http://services.land.vic.gov.au/vicnames/


Field Data element

Data type


X AVPCC N Code to be taken from the Australian Valuation Property Classification Codes. Properties should be classified according to existing use. Each property should be assigned only one valid property classification code.

675

Y Topography Code

N Description: the effect on the value of land due to the degree of slope/undulation.

10

Negative No Effect Positive

5 6 7 81 2 93 4

5

Z Construction Material

A The external materials used to construct any building on the property.

Separate each material type with a comma. Do not abbreviate the construction material(s) e.g. BV.

Brick veneer

AA Construction Year

A Only include one construction year in the following format YYYY. The construction year should reflect the original construction year.

1920

AB Renovation Year

N Only include significant renovations in the following format YYYY e.g. a house built in 1920 may have been significantly modified in 1980 so that its outward appearance reflects a 1980s style dwelling. If 1920 is the only date stored, it may lead to misinterpretations.

1980

AC Building Condition Code

N Description: the general condition of the main building.

Poor Average Excellent

1 2 3 4 5 6 7 8 9 10

5

AD Services A Use a comma to separate multiple services. The services available are as follows:

1. Electricity2. Gas3. Water4. Sewer5. Telephone

electricity, gas, water

AE Last Sale Price

N Supply in a numeric format. Do not include dollar signs or commas. Each record that has a sale price should have a sale date.

120000 Council



Field Data element

Data type


AF Last Sale Date

D Date of last saleSupply in DD/MM/YYYY format. Each record that has a sale date should have a sale price.

11/10/2003

Council

AG AVPCC at Sale

N Three-digit code to be taken from the APVCC. Properties should be classified according to existing use. Each property should be assigned only one valid property classification code.

675

AH Sale Comment

A Supply as a text field. Do not include special characters as part of the field e.g. enter, tab

Sale of half share

Field Data element

Data type


AI Pending SV

N All records should contain a site value – use 0, not blanks where no value applies.Supply in a numeric format. Do not include dollar signs or commas.

78000

AJ Pending CIV

N All records should contain a value – use 0, not blanks where no value applies.Supply in a numeric format. Do not include dollar signs or commas.

125000

AK Pending NAV


6250

AL Level Of Value Date

D Supply in DD/MM/YYYY format. 01/01/2014

Council

AM Previous SV

N All records should contain a site value – use 0, not blanks where no value applies.Supply in a numeric format. Do not include dollar signs or commas.

70000 Council

AN Previous CIV


110000 Council

AO Previous NAV


5500 Council

AP Last Return Date

D Supply in DD/MM/YYYY format.The date the valuer returned the last valuation to the valuation authority unless a supplementary valuation has been performed.

15/8/2012 Council



Field Data element

Data type


AQ Date Of Last Inspection


AR Building Area (m2)

N The principal building area for the assessment. Supply as metres squared only.

160 Council

AS All Improvements

A Use a comma to separate each improvement. Do not use abbreviations. garage, veranda, single carport

Council

AT Prop Number

A Where available the property number that appears in Vicmap Property. 1005005 Council

AU Header Number

A Where available the assessment number used to link the child properties to the Header (parent) property e.g. Shop within a shopping complex

12345



Field Data element

Data type


For each property classified as residential landAV Frontage

(M)N The dimensions of the property's principal street frontage in metres.

Supply in a numeric format. Do not include characters or multiple numbers e.g. 12F or 12F*6.

12.5

AW Shape Of Site Code

N Description: the effect on the value of land due to the physical slope of the site.

10

Negative No Effect Positive

5 6 7 81 2 93 4

5

AX Quality Of Style Code

N Description: the effect on the value of the dwelling due to the quality of style.


1 2 3 4 5 6 7 8 9 10

5

AY Number Of Bedrooms

N 3



Field Data element

Data type


For each property classified as commercial land

AZ Occupancy Type

A Use a comma to separate each occupancy type (if multiple types exist). Hairdresser

BA Lease Term N Supply in numeric format representing the total lease term in months. 12

BB Lease Start Date


BC Gross Rent (pa)

N The Actual gross rent payable per year, as specified in any lease.Supply in a numeric format. Do not include dollar signs or commas.

20000

BD Net Rent (pa) N The Actual net rent payable per year, as specified in any lease.Supply in a numeric format. Do not include dollar signs or commas.

20000

BE Rent Reviews A Details of rent reviews specified in any lease. 12/10/2004 annual to market

BF Incentives A Details of any incentives provided by the lessor in relation to the letting of the property. Use a comma to separate each incentive.

9 months’ rent free

BG Total Outgoings Per Annum

N Details of any outgoings relevant to the lease and the name of the person responsible for those outgoings. Supply in a numeric format. Do not include dollar signs or commas.

2250

BH Number Of Car Spaces

N The number of car parking spaces on the property or associated with any lease relating to the property.

12

BI Car Park Per Annum

N The number of car parking spaces on the property or associated with the annual rent payable for those spaces.Supply in a numeric format. Do not include dollar signs or commas.

2000



Field Data element

Data type

Requirements Example

Responsible party

For each property classified as rural landBJ Arable Area

(H)N Unit as per land area. Supply in hectares only. 80

BK Non Arable (H)

N Unit as per land area. Supply in hectares only. 20

BL Access Code N Description: level of physical access to the property.


1 2 3 4 5 6 7 8 9 105

BM Water Supply Code

N Description: onsite water supply for the purpose of the farming enterprise


1 2 3 4 5 6 7 8 9 105

BN Fencing Condition Code

N Description: the general condition of the fencing


1 2 3 4 5 6 7 8 9 105

BO Water Rights (Megalitres)

N Supply in a numeric format, representing the water rights in megalitres. 660

BP Unused Roads And Water Frontages

N $ p.a. for Crown licence areas. Supply in a numeric format. Do not include dollar signs or commas.

10000

BQ Pasture Condition Code

N Description: the general condition of the pasture


1 2 3 4 5 6 7 8 9 105

BR Vegetation Type

A Use a comma to separate each vegetation type. Do not use abbreviations. Scrub, eucalypts

BS Soil Type A A detailed description of the major soil types on the property.Use a comma to separate each soil type. Do not use abbreviations.

Choc loam, red clay



Field Data element

Data type


Additional value considerationsBT VHR

HeritageA Properties that have been included in the Victorian Heritage Register

established under the Heritage Act 1995, provided as a reference.VHR168.04 Council

BU Water Use License

A Stays linked with the land. A permanent allocation delivered via a regulated, unregulated or ground water system and including diversion from rivers or streams, administered by water authority, provide the water authority and license number.

Goulbourn Murray – ABA002600

BV Water Share Amount

A Number of mega litres on the annual allocation 100

BW License Area

A The area of the property that is irrigable in hectares. 100

BX Delivery Share

A Access right to the channel and linked to the land specified in mega litres per day

1

BY Contamination

A 1. Properties that have been included on the EPA Priority Sites Register pursuant to the Environmental Protection Act 1970

2. Properties that have had an environmental Audit3. Properties that have other evidence of site contamination which affects

Value

2

BZ Conservation Covenant

A Properties subject to a covenant under the Victorian Conservation Trust Act 1972

Yes/No

CA GIS Area (m2)

N The GIS area of the property. Provided in square metres. 1000 Council



Field Data element

Data type


CB Rateability

A Rateable assessments = NRFSL = non-rateable and fire services leviableNRFSL-S20 = non-rateable and fire services leviable falling within Section 20 of the Fire Services Property Levy Act NRNL = non-rateable and non-leviableRAFSL = rateable and fire services leviableRANL = rateable and non-leviable

NRFSL Council

CC Multi-Assessment (y/n)

A Whether the assessment forms part of a larger property. For example a shop within shopping centre would have a value of y.

y

CE Councils Effective Date

D DD/MM/YYYY Format. The date the valuation is adopted for use by council 21/03/2014 Council

CF Water Authority

A For councils providing valuations data to the Metropolitan Water Corporations, choose from the following options:CWW - City West Water SEW - South East Water YVW - Yarra Valley Water

YVW Council

CG Planning Overlays

A The planning overlay(s) applicable as listed in the relevant planning scheme.Use a comma to separate each Planning Overlay

HO (Heritage Overlay)

Council



Owner recordThis record contains the owner's name and address information. More than one owner record may be supplied for each assessment.

‘Non-Mandatory’ fieldsWhere data is available in the non-mandatory fields, council should provide the information in the relevant field(s).

Explanation of Codes in data format:N = NumericA = AlphanumericD = DateM = Mandatory field. Data must be provided

Field

Data element

Data type

Mandatory


A Assessment Number

A M Rating authority property reference number. Reference number assigned to uniquely identify an item of land.

1005005 Council

B Prefix N ‘1’ indicates individual, ‘0’ indicates company 1 Council

C Surname A M To contain the surname of a natural person.Do not enter company details in this field.

Smith Council

D First Name(s)

A M Must contain the customer’s full name, not initials. John Council

E Date of Birth

D Supply in DD/MM/YYYY format. Council

F ACN/ABN A Council

G Company Name (or Name(s) as stringed data)

A M To contain a company name (or a string of data for one or many owners, if data in separate fields cannot be provided).

Council



Field

Data element

Data type

Mandatory


H Mailing Type

A Choose from the following mailing options:DX Document Exchange GPO General Post OfficeLB Locked BagPMB Postal Mail BagPOB Post Office BoxPO Post OfficeRMB Roadside Mail BagRSD Roadside Delivery

RMB Council

I Bag/Box Number

A Council

J Property Name

A Council

K Floor Number

A Floor or Level details of a multi-story building/complex 1 Council

L Unit Number

A Unit or flat number relevant to a single property 3 Council

M Unit Suffix A Suffix to Unit Number X Council

N From Street Number

A The primary number for a house, rural road number or property.

Example 1: where street number = 2 the From Street Number = 2

Example 2: where street number =12-16 the From Street number = 12 and the To Street number = 16 (see To Street Number)

12 Council

O To Street Number

A Secondary house, rural road number or property number should be used if there is a range applicable to a property, as shown in the ‘From Street Number’ example.

16 Council



Field

Data element

Data type

Mandatory


P Street Number Prefix1

A Prefix for From Street Number. Council

Q Street Number Prefix2

A Prefix for From to Number. Council

R Street Number Suffix1

A Suffix for From Street Number. Council

S Street Number Suffix2

A Suffix for From to Number. Council

T Street Name

A Street name should not include additional street information e.g. street type.

Andrews Council

U Street Name Suffix

A Used to further categorise the street. E (east) Council

V Street Type A Supply complete street type. Do not use abbreviated types e.g. Rd or St

Road Council

W Suburb A Suburb or town name. Where appropriate a locality name linked with a delivery postcode can be used. Locality names linked to postcodes can be found at the Australia Post website www.auspost.com.au.

Bannockburn

Council

X Postcode N X postcode should be provided for all assessments. Postcode within which the address is located. Postcode references can be found at the Australia Post website www.auspost.com.au

3550 Council

Y State A VIC Council

Z Country A Australia Council



Field

Data element

Data type

Mandatory


AA Address as stringed data

A Only to be completed if the address cannot be supplied in the specified fields above.

Council



Title RecordThis record contains the title record used to identify a property. More than one title record may be supplied for each assessment.

‘Non-Mandatory’ fieldsWhere data is available in the non-mandatory fields, council should provide the information in the relevant field(s).

Explanation of codes in data format:N = numericA = alphanumericM = mandatory field. Data must be provided

Field

Data element

Data type

Mandatory


A Assessment Number

A M Rating authority property reference number. Reference number assigned to uniquely identify an item of land.

1005005 Council

B Standard Parcel Identifiers

A M Provide unique identifiers for each parcel of land. CP102340 or 14~6A\PP3084E

Council

C References as stringed data

A Only to be completed if the SPI cannot be supplied individually or used as an additional reference field.

Council

# Council to complete schedule prior to tender



B. Qualifications required by valuersAs gazetted on 5 May 2010 in the Victoria Government Gazette, valuers must be qualified as described in a. and b (below).



C. Stage 3A propertiesThe council as valuation authority identifies the following properties to be valued in accordance with the requirements of Stage 3A of VBPSG;

Assessment number*

Count* Property address

Property name

Brief property description

AVPCC Current SV

Current CIV

Current NAV

If a property comprises multiple assessments - Supply one row only with the header number where applicable, the total count of assessments and total SV, CIV, and NAV.



D. Valuation assessment summary by Sub-market Group (SMG)

SMG name

SMG code

No. of assessments

SMG descriptionSMG Type (Residential, Rural, Industrial, Commercial etc.)

Total: *

Total must match with total shown in Schedule 4B



AcknowledgementsGeneral Revaluation Tender Guidelines 2016 were prepared in July 2014 by Valuer General Victoria, Land Victoria, Department of Transport, Planning and Local Infrastructure.

VGV would like to thank members of the Municipal Group of Valuers, Revenue Managers Association and all other respondents to the March 2014 Valuation Best Practice survey for the valuable feedback that assisted formulation of this document.

Authorised by the Victorian State Government

Land VictoriaDepartment of Transport, Planning and Local Infrastructure 570 Bourke Street Melbourne Victoria 3000Telephone (03) 8636 2505© Copyright State of Victoria, Department of Transport, Planning and Local Infrastructure 2014Except for any logos, emblems, trademarks, artwork and photography this document is made available under the terms of the Creative Commons Attribution 3.0 Australia license.This document is also available in an accessible format at dtpli.vic.gov.au


Documents

€¦ · Web viewStatement of qualifications and experience of personnel and record of compliance with API CPD program. Reference check. Record of Occupational Health and Safety