2017 travis central · 2017. 2. 8. · 2017 tcad agent meeting eileen hyland – director -...
TRANSCRIPT
Paul Snyder Lonnie Hendry, J r Michael Kasper
2017 TRAVIS CENTRAL APPRAISAL DISTRICT
AGENT MEETING
Paul Snyder – Deputy Chief of Appraisal
TCAD is anticipating a productive and efficient protest season Full staff agent/appraiser informals April 3rd - June 23rd Full owner schedule starts June 26th (Residential) Last day of informals will be July 28th (Residential) Last day of ARB hearings will be August 11th (Residential)
2017 value notices wil l be mailed March 31st and electronic exports will
be available March 30th
WELCOME TO THE 2017 TCAD AGENT MEETING
Eileen Hyland – Director - Appraisal Support and Customer Service
Michael Kasper – Director – Residential Appraisal
Lonnie Hendry, Jr. – Director – Commercial/Business Personal Property
STAFF INTRODUCTIONS
TCAD will not mail duplicate notices to property owners in 2017
that have a current fiduciary on file at the time of the mailing
This process was successfully implemented in 2015
TCAD will post 2017 values on website once notices are mailed
NOTICES OF APPRAISED VALUE
In order to be efficient, TCAD is rolling out a new Protest
Template for agents to use to file their protests.
The template will be emailed to you by end of day tomorrow and
will be an Excel workbook with data columns for you to enter
protest information and return to us. Please check only the
columns you wish to set up for protest.
Please send to [email protected] as early as possible so
that we have time to set up the protests and get FIDs corrected.
AGENT TEMPLATE
With the exception of BPP, we will not hold same day
informal/formal hearings for real property accounts
This applies to all agents, regardless of the number of accounts
represented or the number of individual agents in the office
Informal meetings should be held in advance of the formal hearing
day
No one is required to have an informal meeting
INFORMAL PROCEDURES
Appraisal Staff will be available for informal meetings after notices are mailed Commercial availability begins April 3rd Residential availability begins April 3rd BPP availability will begin as soon as notices are mailed
Informal availability will be limited to the number of staff members in each department
Impetus is on each individual agent to make sure they get enough informal time with staff prior to a formal hearing
INFORMAL AVAILABILITY
TCAD will not automatically schedule informal meetings Impetus is on the individual agent to schedule informal meetings
Scheduling informal time/dates will ensure appraisal staff availability
Scheduling is not required but is highly recommended
INFORMAL SCHEDULING
Process for scheduling informal time: Commercial - Contact Carroll Brown @ 512-834-9317 Ext. 425
Email – [email protected] BPP – Contact Allison Banks @ 512-834-9317 Ext. 502
Email – [email protected] Residential – Contact Rebecca Rodriguez @ 512-834-9317 Ext. 208
Email – [email protected]
Email l ist of informal accounts at least 3 days prior to the scheduled time/date
The list of accounts will ensure TCAD is prepared to discuss those accounts The list will make the process more efficient
We will verify if the accounts have proper fiduciary in advance of the informal meeting The agent will be able to quickly (in one meeting) work out fiduciary issues at the beginning of the informal session for
all accounts to be worked that day
INFORMAL SCHEDULING CONTINUED
TCAD has developed a “check-in” app Check-in is automated with the use of an IPad Agent iPad is located to your right as you walk in the building 2017 will be the 2nd year of the QR barcode check-in – (We will distribute
your agency’s QR barcodes the data pickup on March 30th, or via email) Check-in app will streamline the informal process Once checked-in, each agent will be placed in a queue Staff will see who is in the queue for each department/portfolio Staff will bring the agent to their desk and remove them from the queue
INFORMAL CHECK-IN PROCESS
INFORMAL CHECK-IN APP SCREEN SHOTS
INFORMAL CHECK-IN APP SCREEN SHOTS
INFORMAL CHECK-IN APP CONTINUED
INFORMAL CHECK-IN APP CONTINUED
INFORMAL CHECK-IN APP CONTINUED
Detailed instructions for each window will be posted on the wall next to the
check in iPad. The instructions will include procedure for QR reader as well
as Manual Entry.
Formal ARB hearings will generally be scheduled “Dollar Down”
Filtered by Portfolio/Agent/etc.
Some deviations from the “Dollar Down” methodology will be implemented
as necessary
Formal Hearings will be scheduled for a specific time and date for each
PID
FORMAL PROTEST SCHEDULING PROCEDURES
TCAD will distribute evidence at the time of the informal meeting
TCAD reserves the right to supplement/modify/change the evidence prior to the
14 day evidence exchange window of the formal hearing
TCAD understands that the agent’s evidence will/may change prior to the hearing
if the property owner supplies additional information
This is not punitive; it allows for good faith informal meetings with the ability to
incorporate the most relevant evidence by both parties at the formal hearing
Formal evidence will be available 14 days prior to any scheduled formal hearing
INFORMAL/FORMAL EVIDENCE AVAILABILITY
March 30th – Export and evidence packet wil l be available for agent-coded accounts.
Apri l 3rd – Appraisers avai lable for informals.
Preferred: email - [email protected]
June 1st – Agent formal scheduling begins.
June 23rd – Al l commercial improved proper ties completed.
July 7th – Al l commercial land accounts completed.
July 8th and beyond…. Happy 2017 Summer Vacation!
TCAD reserves the r ight to adjust schedule as needed.
COMMERCIAL PROTEST TIMELINE/EXPECTATIONS
March 30th – Export available for agent-coded accounts.
April 3rd – Appraisers available for informals. Preferred: email R. Rodriguez to be scheduled.
June 1st – Agent formal scheduling and $ down begins.
June 26th – Scheduled homeowner hearings begin.
July 28th – All residential informals end.
August 11th – Last day of ARB hearings.
TCAD reserves the right to adjust schedule as needed.
RESIDENTIAL PROTEST TIMELINE/EXPECTATIONS
New for 2017
Enhancements to Default Comp Grid Scoring
Enhancements to Comp Grid layout and display
District will not be generating Comp Grids for sold properties (Q,S
coded)
Explanatory handout for grid changes to scoring and layout available
at conclusion of meeting
RESIDENTIAL ENHANCEMENTS
If an account has a sale price in 2015/2016; no reduction in value will be made at the informal hearing other than adjusting to the subject’s sale price.
Toplines will not be extended to sold properties
To be eligible for Residential toplines, agency must be represented with its full staff at informal hearings no later than April 10th
Topline privileges can be revoked by TCAD without notice or explanation
RESIDENTIAL ENHANCEMENTS
Agents should not enter the appraisal departments without a TCAD
staff member.
Agents should not discuss properties with an appraiser other than
their assigned appraiser for the day, without expressed TCAD
management approval.
For the 2nd consecutive year; agents will be required to sign a
conduct policy in order to work informal hearings.
AGENT ETIQUETTE
TCAD Respects the Role of Property Tax Consultants
Ethical and Passionate Advocacy
Environment of Mutual Respect & Professional Courtesy
Discourteous, Unethical, or Abusive Behavior Will Result in
Agent Working Formals Only for Remainder of the Year
At the Discretion of the CAD
PROFESSIONAL COURTESY