Irwin Blank

Purpose of Assessments ó Assessments pay for essential

services that politicians and taxpayers want and need.

ó In 2015, the assessment base brought in $1.83 billion. Over 50% of revenue for municipalities.

ó Revenue needs are growing to support the growing economy.

ó Preserves local autonomy.

SAMA Assessment Service Regions

Property Values

Property Assessments

Assessment Principles Ad Valorem

Assessment Changes Tax Changes

Local Gov’t Budget Needs

$2,500,000

Taxable Assessment

$250,000,000

Required Mill Rate

10 (0.010)

Before Revaluation

Assessment Changes Tax Changes

Local Gov’t Budget Needs

$2,500,000

Taxable Assessment

$250,000,000

Required Mill Rate

10 (0.010)

Local Gov’t Budget Needs

$2,500,000

Taxable Assessment

$500,000,000

Required Mill Rate 5 (0.005)

Before Revaluation

After Revaluation

2017 Revaluation Delivery

ó Preliminary Values to Government Relations by April 8, 2016.

ó Deliver preliminary values to client municipalities after maintenance completed in the May to June time frame.

ó Message to Administrators and Councils: ó Please have a good look at the values and provide

feedback to us. ó We are happy to meet with clients to discuss values

as required.

• Preliminary Assessed value changes from January 1, 2011 to January 1, 2015 base dates

• 3 levels of trends to consider

Anticipated 2017 Assessment Shifts

Provincial Local

Property

Assessed Value 2017 / 2016 Multiple

Assessed Value 2017 / 2016 Multiple

SAMA Residential Shifts by Urban Municipality (Median = 1.18)

Legend: % Change

• Local 2017 assessment shift available to council by June 30, 2016

• Examples of local trend reports follow

Anticipated 2017 Assessment Shifts

Provincial

Local Property

2017 Assessed Value Trend Report

RM of Sample

2017 Taxable Assessed Value Trend Report

RM of Sample

2017 Detailed Assessed Value Change Report

Town of Sample

2017 Revaluation Delivery

ó Review preliminary values with client municipalities (June to November, 2016)

ó Receive Tax Classes and Percentages of Value from Government Relations in October 2016.

ó 2017 Value Reports sent to client municipalities in January 2017.

ó SAMA’s website www.sama.sk.ca

ó On-line manuals, handbooks, FAQs, etc.

ó SAMAView www.samaview.ca ó Government Relations – Tax Policies

http://www.saskatchewan.ca/government/municipal-administration/taxation-and-service-fees

Additional Resources

Municipality Requirements

Technology Infrastructure Program

Technology Infrastructure Program

A portal is a web-based platform that collects information from different sources into a single user interface and presents you with the most relevant information; it’s a way to get to all the content and applications you need in one place.

What is a Web Portal?

SAMA Web Portal Requirement Validation

ó SAMA has created a high level list of business requirements intended to enhance service for SAMA clients. ó Next Steps: ó SAMA online survey. ó The survey will provide the opportunity for comments in

order to understand specific municipal needs.

Make forms available as an online service 1. Forms identified include;

a. Reinspection b. Sales Verification c. Commercial Cost to Construct d. Maintenance Lists

2. Desired functionality includes pre-population of

relevant information, saving, updating, attaching files, printable, viewable and with CAMA integration capabilities.

Provide integration in/out of SAMA systems 1. Self Serve online reports :

a. Property Profiles b. Inspection Reports c. Summary of Assessment d. Change of Ownership e. Maintenance Workflow Status Report

2. Provide notifications, call backs, reminders, etc.

3. Financial transaction enhancements.

Survey Timeline ó The survey will be available from Monday, June 6th to

Friday, June 17, 2016. ó An additional public survey may run simultaneously on

the SAMA/SAMAView website.

Questions?