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Chelan PUD REAL ESTATE SPECIALIST Level GuideCategoryReal Estate Specialist ICoreFunctionsReal Estate Specialist SeniorCoordinate, evaluate, acquire and manage timely property rights necessary for the acquisition, disposition, construction, andmanagement of District facilities and properties essential to District operations and ensure internal and external customers receiveaccurate and timely information regarding District projects.OverarchingPurposeAdvancement/Career PathReal Estate Specialist IIThis is the entry level in the job family.This is the second level in the job family.Employees hired into the Level I role aregenerally expected to develop theknowledge, skills and abilities to advanceto Level II.To advance to the next level, incumbentsmust be able to perform all the essentialfunctions of the higher level position, at abasic level.To advance to Level II, incumbents mustbe able to perform all the essentialfunctions of the higher level position, at abasic level. Advancement is subject toapproval of the business need, and salarybudget availability.Advancement is subject to approval of thebusiness need, and salary budgetavailability. It may also be subject toavailability of an open position and acompetitive recruitment process.The typical timeline for advancement is 2(two)years.The typical timeline for advancement isthree (3) years. Customer Relations - 35%: Research,analyze, and respond daily to internaland external customer inquiriespertaining to land/land rights,ownership, and right of wayinformation. Consult with variouspublic and private agencies inresponse to customers’ inquiriesregarding rights-of-way, utilitylocations, permits, surveys and relatedmatters.Level Guide Real Estate Specialist Job FamilyPublic/Customer Relations - 15%:Participate with the organization andanalysis of public meetings held toobtain public input regarding Districtrelated projects. Representdepartment in pre-constructionconferences to assist system ownerswith anticipated right of way needs fortheir projects. Consult with variouspublic and private agencies inresponse to customers’ inquiries aswell as processes and policies forroutine and moderately complexThis is the career level position in the jobfamily.This position develops many skillsnecessary to move into supervisorpositions.Advancement to any open positionoutside of this job family is generallysubject to a competitiverecruiting/selection process. Public/Customer Relations -10%:Participate with the organization andanalysis of public meetings held toobtain public input regarding Districtrelated projects. Evaluate the resultsof public response and report. Play amajor role in creating a solutionamenable to all. Consult with variouspublic and private agencies inresponse to customers’ inquiries aswell as processes and policies for nonroutine and complex projectsregarding rights-of-way, utility
Chelan PUD REAL ESTATE SPECIALIST Level Guide projects regarding rights-of-way,utility locations, permits, surveys andrelated matters. Research, analyze,and respond to internal and externalcustomer inquiries pertaining toland/land rights, ownership, and rightof way information.Encroachment - 5%: Participate inpublic awareness and monitoringencroachment matters associatedwith District land and land rights.Identified encroachments referred tohigher level Real Estate Specialists.Real Estate Support - 35%: Performtitle searches, create Arc GIS exhibitmapping and sketches, perform fieldinvestigations, preparecorrespondence, support of opinionsand other documents, applicationsand reports in direct response toDistrict needs for acquisition of, orinformation regarding, land or landrights. Process, track and respond toAgency Comment Requests incooperation with other departments.Process easement release and roadvacation requests by externalcustomers to ensure District rights arereflective of present and future needs.Perform notary duties as required bylaw as a service to internal andexternal staff and department needs.IT Activities - 10%: Routinely prepare,maintain data systems, and otherinformation systems pertinent toDistrict property to ensureinformation is current. Prepares basicArcGIS exhibit maps and sketches.Legal Document Preparation - 15%:Generally using approved templates,prepare and process legal documentsLevel Guide Real Estate Specialist Job Family Encroachment - 5%: Participate inpublic awareness, monitoring andresolving encroachment mattersassociated with District land and landrights.locations, permits, surveys and relatedmatters. Encroachment - 5%: Responsible toensure monitoring processes areconducted and completed timely eachyear, including public awareness,monitoring and resolvingencroachment matters associatedwith District land and land rights. Real Estate Support - 5%: Participatein the development and maintenanceof technical standards and operatingprocedures for the Real Estate andPermitting Department. Perform titlesearches, create Arc GIS exhibitmapping and sketches, perform fieldinvestigations, preparecorrespondence, support of opinionsand other documents, applicationsand reports. Perform notary duties asrequired by law as a service to internaland external staff and departmentneeds.Real Estate Support - 15%: Performtitle searches, create Arc GIS exhibitmapping and sketches, perform fieldinvestigations, preparecorrespondence, support of opinionsand other documents, applicationsand reports. Process, track andrespond to Agency Comment Requestsin cooperation with otherdepartments. Process easementrelease and road vacation requests byexternal customers to ensure Districtrights are reflective of present and future needs. Perform notary duties asrequired by law as a service to internaland external staff and departmentneeds.IT Activities - 5%: Prepare ArcGISmapping for presentations anddisplay. Participate in identifying dataneeds and in implementingresolutions. Prepare, analyze and IT Activities - 5%: Identify data needs,make recommendations for resolutionand participate in implementation.Prepare moderately complex Arc GISmapping for presentations anddisplay.Legal Document Preparation - 30%:Prepare standard and complex legalcontracts and documents for theacquisition, management, or
Chelan PUD REAL ESTATE SPECIALIST Level Guideof a limited nature relating to Districtreal estate interests (i.e., nonnegotiated or “friendly” easementsrequested by customers and/orpermits, requiring minimal or nonegotiations).update project related data systems,and other information systemspertinent to District real propertymanagement and ensure informationis current. Level Guide Real Estate Specialist Job FamilyEF 5 %Encroachment: Participatein public awareness, monitoring andresolving encroachment mattersassociated with District land and landrights Legal Document Preparation - 25%:Prepare standard legal contracts anddocuments, generally using approvedtemplates, with minimal assistance forthe acquisition, management, orrelinquishment of District land andland rights. Negotiations Support - 30%:Participate in the development oforiginal and alternate plans forcomplex negotiations with propertyowners for the acquisition of landand/or land rights. Conduct complextitle searches and review title reports.Identify issues with title or titlereports. Other - 5%: Mentor and train RealEstate Specialist I; perform all dutiesof a Real Estate Specialist I asworkload requires.disposition of District land and landrights. Organize the aspects ofpurchase or sale of District land/landrights according to statutoryrequirements and the direction ofmanagement. Work closely with legalteam to ensure the District’s interestsare represented in legal documents. Negotiations -40%: Develop plan(s)for complex negotiations withproperty owners for the acquisition ofland rights for distribution,transmission, water, wastewater,fiber, hydro, and parks. Rights includeeasements for all utilities,substation/switchyard sites,water/wastewater sites and others.Conduct complex title searches andreview title reports. Identify issueswith title or title reports. Review,analyze and present actionrecommendations regarding complexappraisal reports and costeffectiveness of purchasing or leasingreal property and/or facilities. Identifyand communicate alternativesolutions to complex acquisitionprojects. Other - 5%: Provide technicalguidance to Real Estate Specialists Iand II; perform all duties of a RealEstate Specialist I and II as workloadrequires.
Chelan PUD REAL ESTATE SPECIALIST Level GuideEducation &Certifications RequiredMinimumExperience Knowledge Requires a minimum of two (2) yearscollege level or equivalent real estaterelated courses such as Real EstateLaw, Land Titles, Easement Valuation,Standards of Practice for the Right ofWay Professional, or Real EstateAppraisal or the equivalentcombination of education, experienceand training that provides therequired knowledge, skills andabilities.Must possess, or obtain within 90 daysof employment, a Washington StateCertified Notary Public certification.Desire membership in theInternational Right of Way Association(IRWA). Two (2) year of real estate-relatedexperience, such as land and realestate property rights, land titles, legaldescriptions/documents or real estateappraisal including experience inpublic/customer relations.Basic knowledge of laws relating toland and land rights, land use and realestate acquisition. Skills &Abilities Communication and interpersonalskills, both verbal and written.Level Guide Real Estate Specialist Job Family Requires a minimum of two (2) yearscollege level or equivalent real estaterelated courses, such as Real EstateLaw, Land Titles, Easement Valuation,Standards of Practice for the Right ofWay Professional, or Real EstateAppraisal or the equivalentcombination of education, experienceand training that provides therequired knowledge, skills andabilities.Must possess, or obtain within 90 daysof employment, a Washington StateCertified Notary Public certification.Desire membership in the in theInternational Right of Way Association(IRWA). Four (4) years of real estateexperience in at least one of thefollowing: land planning, right of wayacquisition, and/or real estateappraisal including experience inpublic/customer relations.Working knowledge of laws relating toreal estate acquisition, real propertymanagement, and real propertyvaluation.Working Knowledge of land useplanning regulations and procedures.Working knowledge of real estatelegal documents, reading legaldescriptions and real estate title.Communication and interpersonalskills, both verbal and written. Requires a minimum of four (4) yearscollege level or equivalent real estaterelated courses, such as Real EstateLaw, Land Titles, Easement Valuation,Standards of Practice for the Right ofWay Professional, or Real EstateAppraisal or the equivalentcombination of education, experienceand training that provides therequired knowledge, skills andabilities.Must possess, or obtain within 90 daysof employment, a Washington StateCertified Notary Public certification.Desire International Right of WayAssociation (IRWA) SpecialistCertification.Five (5) years of real estate experiencein at least one of the following: landplanning, right of way acquisition,and/or real estate fee appraisalincluding experience inpublic/customer relations.In depth knowledge of laws relating toreal estate acquisition, real propertymanagement, and real propertyvaluation, as well as land use planning.In depth knowledge of land useplanning regulations and procedures.In depth knowledge of legal documentpreparation, reading and writing legaldescriptions and real estate title.
Chelan PUD REAL ESTATE SPECIALIST Level Guide Ability to work well with internal andexternal customers.Strong organizational skills.Very Good Microsoft Office computerapplications skills required.Basic skills with ArcGIS mapping.Mathematical skills including theability to apply concepts such asfractions, percentages, ratios andproportions to practical situations.Ability to work well under pressureand perform multiple tasks in a timelymanner.Ability to work well in a diverseenvironment.Ability to take direction and be selfdirected within the parameters of job.Team Player.Ability to participate in problemsolving exercises and think throughalternative solutions.Ability to identify problems andcommunicate them to the Real EstateSpecialists and the Manager. Level Guide Real Estate Specialist Job FamilyAbility to work well with internal andexternal customers.Strong organizational skills.Very Good Microsoft Office computerapplications skills required. Familiaritywith PeopleSoft, Maximo, FileNet andother software preferred.Basic ArcGIS mappingMathematical skills includingunderstanding basic ideas of statisticalanalysis, geometry and trigonometryas well as the ability to apply conceptssuch as fractions, percentages, ratiosand proportions to practicalsituations.Basic legal document writing skills.Negotiation skills.Ability to work well under pressureand perform multiple tasks in a timelymanner.Ability to work well with teammates ofvarying levels and positions.Ability to take direction and be selfdirected within the parameters of job.Team building skills.Ability to follow complex lines ofthinking and problem solving includingalternative solutions.Ability to define problems, collectdata, establish facts and draw validconclusions.Ability to build consensus bothinternally and externally.Ability to think creatively.Ability to interpret a moderate level oftechnical instructions in mathematical Excellent communication andinterpersonal skills, both verbal andwritten.Ability to work well with internal andexternal customers.Strong organizational skills.Excellent Microsoft Office computerapplications skills required. Familiaritywith PeopleSoft, Maximo, FileNet andother software preferred.Basic ArcGIS mapping.Advanced mathematical skillsincluding understanding and applyingprobability and statistical inferenceand fundamentals of plane and solidgeometry and trigonometry as well asa thorough understanding of the useof ideas such as fractions,percentages, ratios and proportions topractical situations.Advanced legal document writing skillsfor complex real estate transactions.Excellent negotiation skills.Ability to read, analyze and interpretgeneral business periodicals,professional journals, technicalprocedures and/or governmentalregulations.Team building skillsAdvanced report writingAbility to work well under pressureand perform multiple tasks in a timelymanner.Ability to work well with teammates ofvarying levels and positions.
Chelan PUD REAL ESTATE SPECIALIST Level Guideor diagram form and identify thevariables.DecisionmakingFollows established procedures.Establishes daily work priorities. May trainlower level employees. Escalates problemsor issues to supervisor and providesrecommended solutions.Works under general supervision. Free todetermine most appropriate workmethods. Acts as a resource forcolleagues with less experience. Escalatesunusual or complex issues to supervisor.ComplexityPerforms mostly routine work. Ability tocomplete tasks repeatedly with minimalPrioritizes and performs a broad range ofmoderately complex technical orLevel Guide Real Estate Specialist Job Family Ability to take direction and be selfdirected within the parameters of job. Team Player. Ability to follow complex lines ofthinking and problem solving includingalternative solutions. Ability to define problems, collectdata, establish facts and draw validconclusions. Ability to build consensus bothinternally and externally. Ability to think creatively Ability to interpret an extensivevariety of technical instructions inmathematical or diagram form anddeal with several abstract andconcrete variables. Ability to analyze the legal terms ofland related documents. Ability to communicate effectivelywith all levels of management. Ability to communicate withcustomers on politically sensitive realproperty issues.Works independently, under limitedsupervision. Acts as a resource forcolleagues with less experience. Trainsand mentors others. May act as a teamleader. Advises management on bestwork methods, processes and/orapplication of policy. Receives guidance incomplex situations.Manages and performs an extensive rangeand variety of complex technical or
Chelan PUD REAL ESTATE SPECIALIST Level Guidevariation. Applies knowledge of theorganization and developed technicalknowledge in the functional area toidentify and recommend solutions toproblems. This position will provideassistance to existing staff in generallyroutine title research and documentpreparation.Level Guide Real Estate Specialist Job Familyprofessional work. Solves day to dayproblems using established policies,regulations, or work rules. Many dutieswill require analysis and evaluation, withassistance of manager or Senior RealEstate Specialist, of interests and issuesand the creation of several possiblesolutions amenable to all parties’ in theresolution of moderately complex realestate assignments.professional work activities, some withoutprecedent. Takes a broad perspective toidentify solutions. Most duties will requireanalysis and evaluation, with minimalassistance, of interests and issues and thecreation of several possible solutionsamenable to all parties in the resolution ofcomplex real estate assignments.
Level Guide Real Estate Specialist Job Family Education & Certifications college level or equivalent real estate Requires a minimum of two (2) years college level or equivalent real estate related courses such as Real Estate Law, Land Titles, Easement Valuation, Standards of Practice for the Right of Way Professional, or Real Estate
