1. Briefing for Change in CJE Performance Plan for PALS Position, GS-1171 August 2009

2. Background The Restructuring Act of 1998 prohibited Revenue Officers from selling seized property. The PALS position was created to dispose of seized property. Since the creation of the PALS position and the last revision of the CJE’s the PALS position has evolved. In addition to selling property seized by RO’s PALS are selling lien foreclosure property for the Department of Justice, evaluating assets for Insolvency and appraising more complex properties including income producing properties.

3. Background (cont.) Revisions to the CJE’s are needed to reflect marketing responsibilities, more complex assignments and the independent nature of the position. The revised CJEs better align to the duties of the position to the work being done by the PALS.

4. Background (cont.) PALS and PALS group managers have provided feedback that the CJEs need to be updated.

5. Impact on PALS Recognizes the marketing duties that are presently being performed in CJE’s. Clarifies that independence is a factor to be considered in rating performance. More clearly defines the aspects of assignments such as large lot auctions, and appraising income producing property that would relate to an exceeds rating.

6. For most PALS, there will be no change in duties or the way they work cases For some PALS the changes will make it easier to determine the type of performance that relates to a rating of exceeds. For example when they appropriately use more than one appraisal method to determine value of a complex asset. Workload will not change because of these changes. Impact (cont.)

7. CJE #1 Employee Satisfaction – Employee Contribution No changes

8. CJE #2 Customer Satisfaction - Knowledge 2A Evaluating, Appraising and Liquidating Changes the description of performance that warrants an “Exceeds” rating to include –Independently determines the appropriate manner to appraise different types of property including income producing property, on-going concerns and large diverse inventories of personal property –Resolves issues affecting title to property such as claims, liens, judgments and determines how encumbrances affect value

9. CJE #2 Customer Satisfaction - Knowledge 2B Technical Expertise Changes the description of performance that warrants an “Exceeds” rating to include –The PALS recognizes what type of appraisal method is needed without the supervisors input –Supports valuation decisions through independent research and analysis

10. CJE #2 Customer Satisfaction - Knowledge 2C Case Analysis Changes the description of performance that warrants an “Exceeds” rating –Requires PALS to initiate actions without supervision –Added “unusual, complex or nontraditional assets for sales and appraisals” to clarify that recognizing the type of analysis needed on these types of asset is needed to receive an “Exceeds” rating

11. CJE #3 Customer Satisfaction - Application 3A Responsive Service –No Change 3B Communication –Changes the description of performance that warrants an “Exceeds” rating to reflect that it must be correct, professional and well organized when received.

12. CJE #3 Customer Satisfaction - Application 3C Compliance –No Change

13. CJE #4 Business Results - Quality 4A Research and Investigation –Adds Marketing to duties. –This is a core activity of the position which was unexplainable omitted in the prior version –Changes the description of performance that warrants an “Exceeds” rating to reflect independent nature of job.

14. CJE #4 Business Results - Quality 4B Case File Documentation –Minor word changes to “Exceeds” definition to promote accuracy and timeliness in history documentation.

15. CJE #4 Business Results - Quality 4C Taxpayer Privacy –No change

16. CJE #5 Business Results - Efficiency 5A Planning and Scheduling –Minor wording changes in “Exceeds” definition 5B Inventory Management –Adds to “Exceeds” definition the responsibility to further develop Field referrals when appropriate prior to initiating work or forwarding to manager for assignment.

17. CJE #5 Business Results - Efficiency 5C Timely Actions –No change