2017 TRAVIS CENTRAL Paul Snyder APPRAISAL DISTRICT Lonnie Hendry, - - PowerPoint PPT Presentation

Paul Snyder Lonnie Hendry, Jr 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 will 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 AgentInfo@tcadcentral.org 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 highl ghly r recommend nded

INFORMAL SCHEDULING

 Process for scheduling informal time:

• Commercial - Contact Carroll Brown @ 512-834-9317 Ext. 425

Email – cbrown@tcadcentral.org

• BPP – Contact Allison Banks @ 512-834-9317 Ext. 502

Email – abanks@tcadcentral.org

• Residential – Contact Rebecca Rodriguez @ 512-834-9317 Ext. 208

Email – rrodriguez@tcadcentral.org

 Email list 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 will be available for agent-coded accounts.  April 3rd – Appraisers available for informals.

• Preferred: email - Cbrown@tcadcentral.org

 June 1st – Agent formal scheduling begins.  June 23rd – All commercial improved properties completed.  July 7th – All commercial land accounts completed.  July 8th and beyond…. Happy 2017 Summer Vacation!  TCAD reserves the right 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