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

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 Team Lead Sales 2

TaxSys California Team 3

TaxSys Support and Development 4

Progress 5

History in California Bond and Note Auctions Tax Deed Auctions E-Payments Kern County Treasurer-Tax Collector 2000s 2014 2015 6

Getting to Know You Since 2014 Since 2000 23 CACTTC 4 CalSACA Conferences/Meetings Conferences/Meetings 2000s 2014 2015 7

10 Years of Due Diligence and Preparation 8

One Size Does Not Fit All 9

Our Conclusion California plays to our strengths and is a perfect fit. 10

Where We Started 11

Growth and Development $15.7B Florida 56% of all property taxes in total volume 12

Traditional Approach GAP DISCOVER PITCH BUILD DEPLOY CONTRACT ANALYSIS 13

A Different Approach RESEARCH DEPLOY DOCUMENT REFINE BUILD COLLECT FEEDBACK 14

Listening 15

Demos/Gap Analysis 16

We Listened... 17

We Listened... 18

Researching 19

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 20

County Differences The code is the same; interpretations vary. 21

Documenting 22

Document Processes – “Stories” “ Who is going to perform the action, what they need to do, and why it needs to happen” https://support.grantstreet.com/wiki/display/CALI/California+Story+Environment 23

Build Prototypes – Hardest Things First ● Supplementals ● Apportionment ● Payment Plans ● Data Conversion 24

Collect Feedback 25

Building 26

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 27

Iterating on Feedback 28

Iterating on Feedback 29

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Goal 31

Where We Are Now 32

The Ongoing Improvement Cycle RESEARCH DEPLOY DOCUMENT REFINE BUILD COLLECT FEEDBACK 33

Where We’re Headed 34

Questions and Answers 35