Note:  Access to this module password restricted.  Access is available only to staff of local authorities that contribute to the SOLGM Risk Management and Legal Compliance Programme.  If you do not know your password contact dmackay@solgm.org.nz


RATES REBATES
UPDATE (December 2009):

This version of the module was published in December 2009.  This was the result of a full review of the module.  People holding hard copy of earlier versions should destroy these and print new ones.

Other Material of Interest

LISTSERV:   If you interested in sharing information with other local authority staff about rating issues, you can subscribe to the Rating listserv available through LGOL by sending an email to listserv@listserv.localgovt.co.nz  with the words “subscribe rating” in the message body.  If you are a manager responsible for rating issues you might also be interested in the Finance managers list.  You can subscribe to this by sending an email to listserv@listserv.localgovt.co.nz with the words “subscribe finance” in the message body. 

LOCAL GOVERNMENT RATING SEMINARS:  The SOLGM Local Government Rating seminars are held annually.  The 2010 seminar will be in Wellington, the date has yet to be fixed.  For updates keep an eye on http://www.solgm.org.nz/site/Business_School_Events/Default.aspx

NATIONAL CERTIFICATE IN RATES MANAGEMENT: This qualification is available through the Local government Industry training Organisation.  For further information go to http://www.lgito.org.nz/

RATES BILLING AND COLLECTION MODULE:  There is a separate module in this programme on Rates Billing and Collection.

SUGGESTIONS: If you know of other sources of information and guidance that are likely to be relevant to users of this module please let us know so we can add them to the list (dmackay@solgm.org.nz )

Contents of the Module

This module covers:

  1. Checking Completeness Of Rates Rebate Application Form
  2. Checking A Rates Rebates Claim For Water Rates
  3. Processing Rates Rebate Application Form
  4. D.I.A. Responding To Local Authority Questions Relating To Applicant Eligibility Or Information Accuracy
  5. Crediting Rates Rebate To Applicant
  6. Dealing With A Credit Balance On A Rate Account (Part 1 of 2)
  7. Dealing With A Credit Balance On A Rate Account (Part 2 of 2)
  8. Local Authority Recovery From D.I.A
  9. D.I.A. Batch Claim Processing & Auditing Activities
  10. Applicant Objections
  11. D.I.A. Responding To A Question Submitted By The Local Authority
Download in PDF Format

A PDF format version of the complete module will be available to download from the foot of the Links and pathways page of the module shortly.

Thanks to Contributors

Our thanks to the individuals and local authorities who contributed to the development of this module.