10.c Proposal for Assessor Services
Staff Report
Date of Meeting: December 19, 2023
For: Honorable Mayor and Council
From: Kyle Morell, City Administrator
Subject: Assessment Services Contract – Patrick Poshek
Background:
The City has contracted with Patrick since 2018 to serve as our City Assessor. His contract runs
through the Board of Appeals hearing in early April 2024. Patrick is proposing a new three-year
contract from 2024 through 2027.
The new contract calls for a monthly payment of $2,000 for the duration of the contract. This is
a $200 increase per month from our expiring contract.
Discussion:
Patrick is unable to be at the December 19 meeting. If the Council wishes to talk with him about
the new contract, this item should be tabled until January. Otherwise, the Council should
consider approving the Proposal for Assessment Services from Patrick Poshek for 2024 – 2027.
Options:
1. Approve Proposal for Assessment Services
2. Table for further discussion
Recommendation:
Option 1
Attachments:
Poshek Cover Letter
Poshek Proposal for Assessment Services 2024 - 2027
Proposal for
2025 Assessment Services
City of Scandia
December 8, 2023
Pauszek Inc.
Patrick A. Poshek, A.M.A.
1302 South Everett Street
Stillwater, Minnesota 55082
(651) 430-0360
PATRICK A. POSHEK, A.M.A.
Qualifications;
DESIGNATIONS
➢ Certified Minnesota Assessor designation granted December 7, 1977.
➢ Accredited Minnesota Assessor designation granted December 18, 1989.
EDUCATION
➢ Real Estate Education courses: IAAO 2, Income Approach to Valuation; Theory and
Techniques of Estimating Value by the Capitalized Earning Approach; Standard on
Assessment/Sales Ratio Studies. IAAO 4, Assessment Administration
➢ University of Minnesota Continuing Educational Courses: Weeks A, B, G, H- C1
Narrative Report Writing-Techniques of Mass Appraisal- Apartment Appraisal
Workshop- Case Studies and Problems Related to Assessment of Property- Advanced
Workshop Dealing with the Technique of Conducting as Sales Study and Market
Analysis Covering Residential, Commercial and Agricultural Properties- Farm
Valuation Seminar, Study of Wide Crop Equivalent Rating (CER) Determination and
Factors Affecting Its Use- Effective Communication; Dealing with the Public- Expert
Testimony; Preparing for Court Proceedings- How to Prepare for a Tax Litigation
Case- H.P. 12C; Calculator Workshop- Certified Specialist Workshop, PACE course,
➢ Small Town Commercial November 3rd & 4th 2004.
➢ Washington County Computer Assisted Mass Appraisal System (CAMA) training.
Ethics course, Reviewing an Appraisal 2013, Valuing Lakeshore, Managing
Aggressive Assaultive Behavior, The Art of Negotiations.
WORK EXPERIENCE
➢ 2004-Present Sr. Deputy Assessor Chisago County
➢ 1981-Present May Township Assessor
➢ 1986-2004 Grant City Assessor
➢ 1986-1997 Oakdale City Assessor
➢ 1975-1986 Appraiser- Washington County Assessor’s Office
PROFESSIONAL AFFILIATION
➢ Member of the Minnesota Association of Assessing Officers (MAAO)
OFFICE LOCATION AND RECORD MANAGEMENT
➢ I maintain a private office that is located within my home. Although my office is
accessible to the public, I find most meetings for my work are on site, at the
taxpayer’s property or at City Hall.
➢ My office has all the necessary equipment needed for excellent information sharing
and communications vital for a good assessment service. I have maintained and
upgraded my computer equipment to meet the needs and requirements of assessment
process. My email address is assessor@gmail.com.
➢ My phone service consists of one incoming business line, and a voice mail box at
Washington County.
➢ All voice mail left will send me a voice email alerting me on my cell phone. I will
with every effort respond within less than 4 hours.
RECORD MANAGEMENT
There are two sources where I can obtain information for the taxpayer.
➢ In my home office all data and characteristics from Washington County’s CAMA
system is accessible remotely.
➢ I also have access to the MLS Northstar.
PROPERTY VALUATION
Since 1975, I have maintained an excellent level of assessment and co-efficient of
dispersion which is the measure of an accurate and uniform assessment. My assessing
background consists of eleven years of employment in the Washington County’s
Assessor’s Office. I then became self employed for eighteen years as an independent
local assessor. I have experience valuing a variety of property types in 22 communities in
Washington County. These areas include:
➢ St. Croix River and Lakeshore property
➢ Upper bracket, custom built homes
➢ Large agricultural property
➢ Unique / special use property
➢ Contaminated property
➢ Income property including commercial, industrial and apartments
An accurate and uniform assessment begins with current and accurate information on
all properties within the jurisdiction. One-fifth or 20% of all properties are to be viewed
each assessment year. Market studies which include land sales, improved property sales,
new construction sales, land residual / building residual analysis are conducted to
complete an assessment each year. Divisions / combinations of tax parcels are to be
completed annually. New construction consists of reviewing / reading blueprints, and on-
site inspection for work completed as of January 2 of each assessment year. Maintaining
good public relations by responding to inquiries both phone and on-site, property tax
rebate, tax estimates, and homestead applications are also part of the assessment process.
Appeals / Tax Court - My responsibilities for appeals are informal, and in defense of
the assessment at the local board of review. Washington County is responsible for Tax
Court appeals in jurisdictions under 30,000 population. It is my experience that the local
assessor works closely with Washington County on such appeals.
ASSESSMENT FEES
The length of the proposed contract would be 3 years at a fee of $24,000.00 per year or
$2,000.00 per month. The fee for the 2025, 2026, and 2027 assessments will remain the same
with no increase.
START DATE
Services are available to commence on May 1st, 2024.
The annual assessment will be considered complete upon the adjournment of the Scandia
Local Board of Appeal and Equalization Meeting.
MONTHLY PAYMENT SCHEDULE
Beginning May, 2024 monthly payments in the amount of $2,000.00.
REFERENCES
Upon request