PHON G LA, AS S E S S OR OFFICE OF ASSESSOR MAINTENANCE OF EFFORT BUDGET 2020-2021
SCHOOLS & COMMUNITIES FIRST INITIATIVE (SPLIT ROLL) IMPACT TO ASSESSOR’S OFFICE • We currently re-assess about 10% of commercial properties each year. • This initiative requires us to re-assess all commercial properties every 3 years starting 2022.
SCHOOLS & COMMUNITIES FIRST INITIATIVE (SPLIT ROLL) IMPACT TO ASSESSOR’S OFFICE • Short staffing and Lack of Trained Staff to Meet Needs • It takes at least three years for an appraiser to become an entry-level commercial appraiser for low-value properties. • With over 21,000 commercial properties in Alameda County we currently re-assess about 2,000 commercial properties annually. We would need to re-assess over 7,000 commercial properties going forward.
SCHOOLS & COMMUNITIES FIRST INITIATIVE (SPLIT ROLL) Cont. • Approximately 50% of all commercial re-assessments end in appeal. • The Assessor’s Office will need more trained staff for appeals. • Private entities will hire away staff by paying more • More resources will be needed for County Counsel and Clerk of the Board to support higher number of appeals • More space to house the additional staff and equipment.
SCHOOLS & COMMUNITIES FIRST INITIATIVE (SPLIT ROLL) Cont. IMP MPACT CT TO TO COU OUNTY NTY • USC study estimates $300-$500 million more in revenue to Alameda County (prior to the COVID-19 pandemic) • With businesses suffering from COVID-19, (length of impact unknown) Split Roll may harm more businesses, thus reducing the USC estimates.
ASSESSOR'S FUNCTIONS
ASSESSOR'S FUNCTIONS • Locates and identifies the ownership of all taxable property in Alameda County. • Determines the taxability of all property. • Determines if property is subject to reappraisal at fair market value when it changes ownership. • Determines if property that undergoes new construction or alteration is subject to reappraisal.
ASSESSOR'S FUNCTIONS (CONT.) • Annually assesses all real estate in accordance with the California Constitution (Proposition 13). • Annually assesses all taxable business personal property at its fair market value. • Determines and applies all legal exemptions. • Surrenders an accurate assessment roll to the Auditor- Controller’s Office prior to July 1st.
DISCRETIONARY SERVICES The Assessor maintains a knowledgeable public information staff to respond accurately to all inquiries regarding property assessments for homeowners and businesses, property tax exemption for nonprofits, affordable housing organizations, religious organizations, and property tax transfers. The Department’s website explains the Assessor’s functions and has links to provides many necessary forms.
ASSESSMENT ROLL BY JURISDICTION
2019-20 ROLL AMOUNT JURISDICTION PARCELS & PERCENT CHANGE CHANGE ACCOUNTS Alameda $1,054,522,241 7.722% 25,609 $14,710,748,223 Albany $196,012,376 6.924% 6,123 $3,026,857,628 Berkeley $1,445,636,166 7.126% 33,404 $21,733,001,629 Dublin $1,682,718,731 10.306% 23,109 $18,010,776,604 Emeryville $403,584,877 7.051% 6,847 $6,127,767,269 Fremont $3,573,240,674 6.891% 71,492 $55,424,606,279 Hayward $1,555,794,227 6.965% 44,075 $23,891,990,007 Livermore $1,135,168,624 5.834% 34,606 $20,594,129,712 Newark $939,457,449 9.864% 16,416 $10,463,589,023
(Cont.) AMOUNT PERCENT PARCELS & JURISDICTION 2019-20 ROLL CHANGE CHANGE ACCOUNTS $68,465,970,479 $5,087,252,377 8.027% 121,402 Oakland $4,753,466,478 $207,192,109 4.557% 4,062 Piedmont $25,691,885,944 $1,553,649,117 6.436% 28,067 Pleasanton $15,423,181,761 $959,977,141 6.637% 27,902 San Leandro $11,307,695,872 $504,131,313 4.666% 20,132 Union City $21,199,462,052 $1,127,158,062 5.615% 46,464 Unincorporated $674,224,655 -$34,658,130 -4.889% 801 General Aircraft & Pipelines $ 321,499,353,615 $21,390,837,354 7.129% 510,511 Total
2019-20 LOCAL ROLL : $321,499,353,615 ALAMEDA ALBANY GENERAL BERKELEY AIRCRAFT & PIPELINES UNINCORPORATED DUBLIN UNION CITY EMERYVILLE SAN LEANDRO PLEASANTON FREMONT PIEDMONT HAYWARD OAKLAND LIVERMORE NEWARK
10-YEAR ASSESSMENT ROLL HISTORY
10-YEAR ASSESSMENT ROLL HISTORY 2020-21 PROJECTION: $337,574,321,296 Inc ncreas rease e of of $1 $137 37,1 ,158,820, 58,820,280 280 ov over er the he pa past t ten en yea ears $400,000,000,000 $300,000,000,000 $200,000,000,000 $100,000,000,000 $0 2011-12 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21
GOALS & OBJECTIVES ASSESSOR'S OFFICE GOALS AND OBJECTIVES FOR FY 2019-20 TO SUPPORT ACGOV VISION 2026
VISION 2026 – 10X GOALS ELIMINATE HOMELESSNESS • Work with affordable housing providers to make the process of exempting these properties faster so more affordable housing can be built. • Inform/Educate religious organization that want to provide social services on how to maintain their property tax exempt status. • Homeowner’s Expo: Educate and engage constituents on ways to pass their properties to their children/grandchildren without triggering a re- assessment.
VISION 2026 – 10X GOALS ACCESSIBLE INFRASTRUCTURE • Our goal was to have a Satellite office in East County (Dublin) by early 2020 (delayed to 2021 by Chabot Las Positas Community College District) and another Satellite office in South County by the end of 2021. • If we can get into a space sooner, then we will.
VISION 2026 – SHARED VISIONS HEALTHY ENVIRONMENT Scan all documents to become as paperless as possible. Move towards an office goal with a paper reduction of 90% by 2025.
VISION 2026 – SHARED VISIONS PROSPEROUS & VIBRANT ECONOMY • Continue engagement with the business community. • A goal of 12 small business workshops and 6 Homeowners Expos.
VISION 2026 – OPERATING PRINCIPLE SUSTAINABILITY • Continuing to work with cities to encourage them to submit constructions drawings and permits online to reduce paper use and delivering of documents via vehicles. • Increase the number of forms submitted electronically.
MAJOR ACCOMPLISHMENTS FY 2019-20
ACCOMPLISMENTS ELIMINATE HOMELESSNESS • Assessor’s Office provided exempt status for qualified affordable housing providers, churches, land trusts and other nonprofits that provide housing. • Reduced a backlog of exemptions request from 2 years to under 1 year. • Regular meetings with low income non-profit housing providers, churches, land trusts, and nonprofits.
ACCOMPLISMENTS (CONT.) ELIMINATE HOMELESSNESS (Cont.) • We have proactive engagement with community organizations to clarify state law re: housing on the organizations’ property. • Worked with Cities to educate exempt organizations on accepting government money for providing housing.
ACCOMPLISMENTS (CONT.) EMPLOYMENT FOR ALL • Filled over 20 positions in the Assessor’s Office, promoting 10 employees. • Expanded opportunities for growth in 4 units. • Since last year, we’ve hired nearly 20 student employees dedicated to this effort of scanning documents.
ACCOMPLISMENTS (CONT.) PROSPEROUS & VIBRANT COMMUNITY • Held first of 2020 Homeowners Expo series, a free, public event designed for home owners interested in learning about financial services, including: intergenerational wealth retention, assessment guidelines and home owner exemptions. These expos are planned throughout the entire County in 2020. • The Assessor’s Office has presented/held 23 informational workshops as of today.
ACCOMPLISHMENTS (CONT.) FISCAL STEWARDSHIP Successful submittal of local assessment roll of $320 • billion with an increase of 7%. Approximately $4 Billion goes to all Cities, Schools, • County, etc. • Applied for and received a state grant to help cover costs.
OFFICE OF THE ASSESSOR FINANCIAL SUMMARY COMPARISON FY 2020 VS. FY 2021
FINANCIAL SUMMARY COMPARISON FY 2019-2020 FY 2020-2021 CHANGES FROM APPROVED % APPROVED MOE 2019-2020 BUDGET FUNDING BUDGET REQUEST AMOUNT $29,610,544 $28,466,914 4.02% $1,143,630 APPROPRIATIONS $11,358,066 $10,289,776 10.38% $1,068,290 REVENUE $18,252,478 $18,177,138 0.41% $75,340 NET COUNTY COST TOTAL FTE 173.45 0 0% 173.45
APPROPRIATION COMPARISON FY 2019-2020 FY 2020-2021 CHANGES FROM APPROVED % APPROVED MOE 2019-2020 BUDGET FUNDING BUDGET REQUEST AMOUNT $22,619,767 $21,677,018 $942,749 4.35% SALARIES & BENEFITS $2,371,641 $2,371,641 $0 0% DISCRETIONARY SERVICES & SUPPLIES $4,619,136 $4,418,255 $200,881 4.55% NON- DISCRETIONARY SERVICES & SUPPLIES $28,466,914 $29,610,144 $1,143,630 4.63% TOTAL
REVENUE COMPARISON FY 2019-2020 FY 2020-2021 CHANGES FROM APPROVED % APPROVED MOE 2019-2020 BUDGET FUNDING BUDGET REQUEST AMOUNT +21.61% +$1,270,864 $5,882,090 $7,152,954 PROPERTY TAX ADMINISTRATION -4.42% -$193,574 $4,382,686 $4,189,112 SUPPLEMENTAL ASSESSMENT REIMBURSEMENT 0% $0 $0 $0 OTHER CHARGES -36% -$9,000 $25,000 $16,000 OTHER REVENUES $10,289,776 $11,358,066 +$1,068,290 +10.38% TOTAL
MAJOR COMPONENTS OF NET COUNTY COST CHANGE NCC CHANGE SALARY & EMPLOYEE +$942,749 BENEFITS $0 DISCRETIONARY SERVICES & SUPPLIES NON-DISCRETIONARY +$200,881 SERVICES & SUPPLIES REVENUE +$1,068,290 TOTAL +$75,340
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