Mike Cowles 5/23/2017 FY 17-18 Proposed Budget Presentation 1 - PowerPoint PPT Presentation

Mike Cowles 5/23/2017 FY 17-18 Proposed Budget Presentation 1

Mission The purpose of Assessment and Taxation is to appraise property, to calculate, collect and distribute taxes and to provide related information to the public, in a manner that merits the highest degree of confidence in our integrity, efficiency and fairness. 2 FY 17-18 Proposed Budget Presentation

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Started to review Provided public information efficiencies created from to over 19,327 customers $495.7 Million Tax Roll for a the consolidation of A&T to via telephone, 3,444 in 2016-17 one level in the Public person and 230,274 Service Building website hits Achieved 100% of Real Market Value as required Completed significant Continued development by law and reported in the process automation and and implementation of a Assessor’s Annual Ratio electronic document five year departmental Study with the Department enhancements. strategic plan of Revenue Distributed collected tax $52.8 Billion Real Market $31.5 Billion Taxable Value revenue in a timely manner Value for 2016-17 for 2016-17 to 83 service districts 4 FY 17-18 Proposed Budget Presentation

 Assessment and Taxation contains three divisions: Administration, Property Tax Management and Appraisal. Assessment Administration: 2 FTE and Taxation Property Tax Management: 27 FTE Appraisal: 19 FTE Property & Tax Appraisal Administration Management Total: 48 FTE 5 FY 17-18 Proposed Budget Presentation

 General Fund FY 17-18 Requirements by Fund Special Revenue Fund 5%  Special Revenue Fund General Fund 95% 6 FY 17-18 Proposed Budget Presentation

2017-18 REVENUE Fees and Resources  Taxes and Charges Taxes and 2% Assessmnts Assessments 20%  Fines, Forfeitures Fines, and Penalties Foreitures , Penalties  State Revenue 7%  Fees and Charges Properties and Rentals, 1% CAFFA = State Revenue State Revenue Est. 16.5% for 2017-18 70% Was 40%+ of A&T Funding 7 FY 17-18 Proposed Budget Presentation

2017-18 EXPENSES PTM: Payment processing, Added 2 FTE  Refunds, CE, Cartography, Annexations, Address Change, Requirements by Division Name Change, Tax Calculation, Public Information, Deferrals and Appraisal Special Assessments, 37% Property Foreclosures…. and Tax Mgmt 53% Appraisal: Assessment of Property, Inspections, Annual Adjustments, Valuation Models, M50 Changes, Exceptions, New Construction, Public Admin. Information, Farm & Forest, 10% Enterprise Zones, Appeals…. 8 FY 17-18 Proposed Budget Presentation

2017-18 EXPENSES  We will continue to review “service Total Reserves recapture charges ” and Materials Contngcs. and 4%  Assessment and Taxation has Services 29% done a great job at keeping our costs stable each and every year, and we are always looking for additional ways to save and cut costs.  We have been very efficient with Personnel use of general fund resources and Services continually look for new ways to 67% increase productivity, quality and work output 9 FY 17-18 Proposed Budget Presentation

 We are starting an in-depth analysis to determine optimal staffing levels for Assessment and Taxation over the next five years.  Open Data initiative  The consolidation of Assessment and Taxation brings opportunities with business process review 10 FY 17-18 Proposed Budget Presentation

Specific Areas of Concern  Assessment and Taxation Public Service Hours  Property Inventory  Exempt properties  Specially assessed properties  Train and retain qualified staff  Software System  Staffing Levels 11 FY 17-18 Proposed Budget Presentation

Safe & Healthy Vibrant Infrastructure County Communities • A&T supports Lane • A&T assesses property • A&T bills and collects County’s 2014 -2017 fairly and accurately taxes so that programs strategic plan by with limited resources and districts have the ensuring that property utilizing innovative money to thrive tax revenues are billed methods and collected timely for • A&T prides itself on use by Lane County and delivering superior the other 82 taxing customer service to all districts Lane County residents. 12 FY 17-18 Proposed Budget Presentation

 Internal Partnerships – Appraisal / PTM  LCOG  Common Software Counties  District #1  OSACA 13 FY 17-18 Proposed Budget Presentation

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