DOR Property Tax Division &PRISM Team 1 9/25/2013 Property Tax - - PDF document

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DOR Property Tax Division &PRISM Team 1 9/25/2013 Property Tax - - PDF document

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9/25/2013 Minnesota Department of Revenue PRISM Overview MACA Conference Thursday, October 3, 2013 Heather Bestler Business Lead Bill Sparks Communications Lead 1 Overview Intro to Property Tax Division How will PRISM impact the Intro

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9/25/2013 1

Minnesota Department of Revenue

PRISM Overview

MACA Conference

Thursday, October 3, 2013 Heather Bestler Business Lead Bill Sparks Communications Lead 1 2

  • Intro to Property Tax Division
  • Intro to PRISM Team
  • History of property tax reporting
  • Current Abstract System
  • Current process and its

problems

  • Project Introduction
  • What is PRISM?
  • Project Scope
  • Project Timeline
  • Future PRISM features
  • Why now?

Overview

  • How will PRISM impact the

counties?

  • New data submission

process

  • How will DOR use the

data?

  • PRISM Grant
  • PRISM Team Out & About
  • Questions?

DOR Property Tax Division &PRISM Team

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9/25/2013 2

Property Tax Division

  • 46 Employees
  • Work Groups:
  • Information and Education
  • Property Tax Compliance Officers
  • Property Tax Research
  • State Assessed Property
  • Data and Analysis
  • Auditor/Treasurer Services
  • Operations
  • Primary Responsibilities:
  • Oversight and Compliance
  • Valuation of State Assessed

Property

  • Aid and Credit Payments
  • Research and Analysis
  • Data and Information Management

4

Property Tax Administrators www.revenue.state.mn.us/local_gov/prop_tax_admin

 Our primary customers – county/city assessors, auditors, treasurers, etc. Property Tax www.revenue.state.mn.us/propertytax  General information about property taxes for the public.  County and city staff can find helpful info here for taxpayers (like fact sheets). Property Tax Reports & Data www.revenue.state.mn.us/propertytax/Pages/Reports‐and‐Data.aspx eCRV www.revenue.state.mn.us/CRV Airflight Property Tax www.revenue.state.mn.us/businesses/Airflight Wind Energy Production Tax www.revenue.state.mn.us/businesses/wind_energy Contamination Tax www.revenue.state.mn.us/local_gov/contamination  Special Taxes Division creates the form, works with the counties, collects the tax.  Property Tax Div. provides general info on how the tax works and should be administered.

Property Tax Division

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PRISM Leadership Team

Business Lead: Heather Bestler Property Tax Technical Lead: James Shanley ISD Technical Lead: Jim Biggs Communication Leads: Bill Sparks, Amanda Imes Project Managers: Lynn McElin, Shari Fitzenberger 6

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9/25/2013 3

History of Property Tax Reporting Current Abstract System

ASSESMENT 12, PAYABLE 13

ABSTRACT STATUTORY AUTHORITY DUE DATE SUBMISSION FREQUENCY DATA REPORTING LEVEL REPORT PREPARED BY Spring Mini 270C.89, subd. 1 4/1/2012 Annual City/Town Assessor Fall Mini 270C.89, subd. 2 9/1/2012 Annual City/Town Assessor Abstract of Assessment 270C.89, subd. 2 9/1/2012 Annual UTA Assessor Exempt Property 273.18 8/1/2016 6 year rotation Parcel Assessor PILT Supplement 273.18 8/1/2016 6 year rotation City/Town Assessor Abstract of Tax Lists 275.29 4/1/2013 Annual UTA Auditor TIF Supplement 275.29 4/1/2013 Annual TIF District Auditor Manufactured Home 270C.89, subd.1; 275.29 9/1/2013 Annual UTA Auditor

Overview of Abstracts

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9/25/2013 4

  • DOR develops and releases instruction packet
  • County submits the file through E‐Services (EDE)
  • DOR receives the file
  • Enter files into database
  • Run preliminary audits
  • Clean data
  • Run summation and comparison audits
  • Contact counties & log correspondences
  • Run final audits
  • DOR creates final state‐wide file

Processing Abstracts

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Processing Abstracts Common Data Issues

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9/25/2013 5

Common Data Issues

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Common Data Issues

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Common Data Issues

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9/25/2013 6

Common Data Issues

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What is PRISM?

Project Overview

  • Collection of Property Tax data at a detailed level.
  • Consolidation of the county data submissions.
  • Data extraction from a data warehouse.

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9/25/2013 7

PRISM Participants

  • Entities who have an interest in PRISM operations

and will be investing in the future of data reporting to the DOR

  • Counties
  • 1st class cities
  • Computer vendors
  • Legislative bodies
  • House & Senate

Research

  • MNGEO
  • Met Council

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Project Phases

  • Phase 1 – Technical Model, First Submission, Data Portal
  • January 2013 – September 2015
  • Phase 2 – Files 2, 3, 4
  • September 2015 ‐ September 2017
  • Phase 3 – Next Steps
  • Begin September 2017

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Project Timeline

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9/25/2013 8

Project Timeline

Development Period

  • File layout development process
  • Six review sessions
  • Conference calls
  • Data portal development
  • Technical document development and release

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Project Timeline

Testing Period

  • Programming – internal & external
  • Testing
  • “Sandbox” environment
  • Production environment
  • Develop technical documents for future features

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Future Features

  • Data portal
  • Data warehouse
  • Data access and extraction
  • Reporting capabilities
  • Query capabilities

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9/25/2013 9

How will PRISM impact the counties?

How will PRISM impact the counties?

File Consolidation

Spring Mini Fall Mini Abstract of Assessment Market Value by Parcel Exempt PILT Supplement Abstract of Tax Lists TIF Supplement

Manufactured

Home

Preliminary Assessment Adjusted Assessment Final Assessment & Taxation

Manufactured

Home 26

Manufactured Home Final Assessment & Taxation Adjusted Assessment Preliminary Assessment

Spring Mini MVP Prelim AA MVP Final Fall Mini ATL TIF Supp MH Exempt PILT Supp

File Consolidation

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9/25/2013 10

Submission Timeline

Calendar Dates Year Payable Spring '15 Fall '15 Spring '16 Fall '16 Spring '17 Fall '17 2015 Abstract of Tax Lists TIF Supplement Manufactured Homes 2016 Spring Mini Market Value by Parcel (Prelim) Adjusted Assessment AY 15/PY 16 Final Assessment & Tax AY 15/PY 16 Manufactured Homes AY 16/PY 16 2017 Preliminary Assessment AY 16/PY 17 Adjusted Assessment AY 16/PY 17 Final Assessment & Tax AY 16/PY 17 Manufactured Homes AY 17/PY 17 2018 Preliminary Assessment AY 17/PY 18 Adjusted Assessment AY 17/PY 18 Current File New File

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  • DOR
  • DOE
  • State Auditor
  • DNR
  • University of Minnesota
  • League of Minnesota Cities
  • Association of Minnesota

Counties

  • State Demographer
  • Metropolitan Council
  • Legislature
  • House and Senate

Research

  • Legislative Working

Groups

  • Star Tribune
  • Pioneer Press
  • Tax Court
  • PERA

Data Sharing & Uses

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PRISM Grant

  • Chapter 142, Section 14, Subd. 2, Par. a

County Technical Assistance Grants

  • $300,000
  • Distributed equally among counties that applied
  • Application available October 1

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9/25/2013 11

PRISM Team Out & About

  • Region 9 Mtg. – Friday, May 17
  • Summer Seminars – Wednesday, May 22
  • State Boards – June 10 – 11
  • Region 3 Mtg. – Friday, June 21
  • MACATFO Conference – Thursday, June 27
  • Region 2 Mtg. – Monday, July 15
  • MAAP Summer Workshop – Thursday, August 15
  • Equal Eyes Article – Fall Issue
  • MACA Conference – Thursday, October 3
  • Assessment Administration Course – Tuesday, October 8
  • GIS/LIS Consortium Conference – Thursday, October 10

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Questions?

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Contact us at: PRISM.mdor@state.mn.us