Evolution of a Property Tax System Building a California County - - PowerPoint PPT Presentation

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Evolution of a Property Tax System Building a California County - - PowerPoint PPT Presentation

Feb 05, 2023 39 likes •389 views

Evolution of a Property Tax System Building a California County Property Tax System 1 Introductions Myles Harrington Bob Dunn Janine Hyatt John McCarthy President TaxSys California Business Analyst Executive Director, Program Manager

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Evolution of a Property Tax System

Building a California County Property Tax System

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Introductions

2 Myles Harrington President Bob Dunn TaxSys California Program Manager Janine Hyatt Business Analyst Team Lead John McCarthy Executive Director, Sales

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TaxSys California Team

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TaxSys Support and Development

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Progress

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History in California

6 Bond and Note Auctions Tax Deed Auctions E-Payments 2000s 2014 2015

Kern County Treasurer-Tax Collector

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Getting to Know You

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Since 2000 23 CACTTC Conferences/Meetings

2000s 2014 2015

Since 2014 4 CalSACA Conferences/Meetings

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10 Years of Due Diligence and Preparation

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One Size Does Not Fit All

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Our Conclusion

California plays to our strengths and is a perfect fit.

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Where We Started

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Growth and Development

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56% of all property taxes

$15.7B

in total volume Florida

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Traditional Approach

13 CONTRACT

PITCH BUILD DEPLOY DISCOVER GAP ANALYSIS

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A Different Approach

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DEPLOY REFINE RESEARCH BUILD

DOCUMENT

COLLECT FEEDBACK

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Listening

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Demos/Gap Analysis

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We Listened...

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We Listened...

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Researching

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Research

  • Demystifying Property Tax
  • Auditor Controller Property Tax

Manager’s Manual

  • Tax Collector’s Manual
  • Revenue & Taxation and Health &

Safety Code

  • Consulted with retired Auditor-

Controller and Tax Collector staff

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County Differences

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The code is the same; interpretations vary.

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Documenting

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Document Processes – “Stories”

“Who is going to perform the action, what they need to do, and why it needs to happen”

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https://support.grantstreet.com/wiki/display/CALI/California+Story+Environment

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  • Supplementals
  • Apportionment
  • Payment Plans
  • Data Conversion

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Build Prototypes – Hardest Things First

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Collect Feedback

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Building

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Building from Experience

Begin with complexity:

  • 1. Change of Ownership: February 2014
  • 2. Change of Ownership: May 2014
  • 3. Construction: June 2014
  • 4. Change of Ownership: September 2014

4 assessments resulting in 10 bills to 3 different owners across 2 fiscal years

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Iterating on Feedback

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Iterating on Feedback

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Goal

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Where We Are Now

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The Ongoing Improvement Cycle

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DEPLOY REFINE RESEARCH BUILD

DOCUMENT

COLLECT FEEDBACK

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Where We’re Headed

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Questions and Answers

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