Paul Snyder

Lonnie Hendry, Jr

Michael Kasper

2016 TRAVIS CENTRAL

APPRAISAL DISTRICT

AGENT MEETING

Paul Snyder – Deputy Chief of Appraisal

TCAD is anticipating a productive and efficient protest season

Changes and enhancements are being implemented to expedite our processes

Agents will be scheduled exclusively beginning in April through July 1 st

Owners will be scheduled July 5 th through August 26th

2016 value notices will be mailed the first week of Apri l

Electronic exports will be available on or about Apri l 4th

WELCOME TO THE

2016 TCAD AGENT MEETING

Adrienne Albers – Director - Appraisal Support

Michael Kasper– Director – Residential Appraisal

Lonnie Hendry, Jr. – Director – Commercial/Business Personal Property

STAFF INTRODUCTIONS

TCAD will not mail duplicate notices to property owners in 2016

that have a current fiduciary on file at the time of the mailing

This process was successfully implemented in 2015

TCAD will post 2016 values on website once notices are mailed

NOTICES OF APPRAISED VALUE

With the exception of BPP, we will not hold same day

informal/formal hearings for real property accounts

This applies to all agents, regardless of the number of accounts

represented or the number of individual agents in the office

Informal meetings should be held in advance of the formal hearing

day

No one is required to have an informal meeting

INFORMAL PROCEDURES

Appraisal Staff will be available for informal meetings after

notices are mailed

Commercial availability begins April 11 th

Residential availability begins April 18th

BPP availability will begin April 11 th

Informal availability will be limited to the number of staff

members in each department

Impetus is on each individual agent to make sure they get

enough informal time with staff prior to a formal hearing

INFORMAL AVAILABILITY

TCAD will not automatically schedule informal meetings

Impetus is on the individual agent to schedule informal meetings

Scheduling informal time/dates will ensure appraisal staff

availability

Scheduling is not required but is highly recommended

INFORMAL SCHEDULING

Process for scheduling informal time:

Commercial - Contact Carroll Brown @ 512-834-9317 Ext. 425

Email – cbrown@tcadcentral.org

BPP – Contact Edie Hellums @ 512-834-9317 Ext. 502

Email – ehellums@tcadcentral.org

Residential – Contact Rebecca Rodriguez @ 512-834-9317 Ext. 208

Email – rrodriguez@tcadcentral.org

Email l ist of informal accounts at least 3 days prior to the scheduled

time/date

The list of accounts will ensure TCAD is prepared to discuss those accounts

The list will make the process more efficient

We will verify if the accounts have proper fiduciary in advance of the informal meeting

The agent will be able to quickly (in one meeting) work out fiduciary issues at the beginning of the informal session for

all accounts to be worked that day

INFORMAL SCHEDULING CONTINUED

TCAD has developed a “check - in” app

Check-in is automated with the use of an IPad

Agent iPad is located to your right as you walk in the building

2016 will be the first year of the QR barcode check -in – (We will

distribute your agency’s QR barcodes at the second agent meeting on or

about April 4th, or via email)

Check-in app will streamline the informal process

Once checked-in, each agent will be placed in a queue

Staff will see who is in the queue for each department/portfolio

Staff will bring the agent to their desk and remove them from the queue

INFORMAL CHECK-IN PROCESS

INFORMAL CHECK-IN APP

SCREEN SHOTS

INFORMAL CHECK-IN APP

SCREEN SHOTS

INFORMAL CHECK-IN APP CONTINUED

INFORMAL CHECK-IN APP CONTINUED

INFORMAL CHECK-IN APP CONTINUED

Detailed instructions for each window will be posted on the wall next to the

check in iPad. The instructions will include procedure for QR reader as well

as Manual Entry.

Formal ARB hearings will generally be scheduled “Dollar Down”

Filtered by Portfolio/Agent/etc.

Some deviations from the “Dollar Down” methodology will be implemented

as necessary

Formal Hearings will be scheduled for a specific time and date for each

PID

FORMAL PROTEST SCHEDULING

PROCEDURES

TCAD will distribute evidence at the time of the informal meeting

TCAD reserves the right to supplement/modify/change the evidence prior to the

14 day evidence exchange window of the formal hearing

TCAD understands that the agent’s evidence will/may change prior to the hearing

if the property owner supplies additional information

This is not punitive; it allows for good faith informal meetings with the ability to

incorporate the most relevant evidence by both parties at the formal hearing

Formal evidence will be available 14 days prior to any scheduled formal hearing

INFORMAL/FORMAL EVIDENCE

AVAILABILITY

April 4 th – Export available for agent-coded accounts.

April 11 th – Appraisers available for informals. Preferred: email

R. Rodriguez to be scheduled. (Commercial ready April 11 th)

June 1st – Agent formal schedule and $ down begins.

July 5 th – Scheduled homeowner hearings begin.

August 26 th – All hearings (formal & informal) completed.

(Commercial targeted completion date is July 15th).

TCAD reserves the right to adjust schedule as needed.

RESIDENTIAL PROTEST

TIMELINE/EXPECTATIONS

New for 2016

Condition codes: Average+ and Good+

Condition guidelines

Depreciation floors now linked to Condition and Sub-Class

Enhancements to Default Comp Grid Scoring

Updated Cost Tables for Unit Types 15 and 22

Explanatory handout available at conclusion of meeting

RESIDENTIAL ENHANCEMENTS

For Residential and Vacant Land accounts; if the account has

a deed change in 2015/2016, no reduction in value will be

made at the informal hearing other than adjusting to the

subject’s sale price.

2016 PVS YEAR

Agents should not enter the appraisal departments without a

TCAD staff member.

Agents should not discuss properties with an appraiser other

than their assigned appraiser for the day, without expressed

TCAD management approval.

AGENT ETIQUETTE

TCAD Respects Role of Property Tax Consultants

Passionate Advocacy

Environment of Mutual Respect & Professional Courtesy

Discourteous or Abusive Behavior Will Result in Agent

Working Formals Only for Remainder of the Year

At the Discretion of the CAD

PROFESSIONAL COURTESY

In a protest, TCAD seeks to apply the best available evidence

of market value.

For maximum efficiency, any evidence to be considered at an

informal hearing must be formatted to a minimum standard

for TCAD’s CAMA system:

All sales to be considered must include TCAD PIDs and NBHD codes

All sales to be considered must meet Tax Code requirements

EVIDENCE FORMAT

“Toplines” are a privilege extended by the CAD and an

efficiency which, properly applied, serve the agent as well as

the CAD.

TCAD reserves the right to extend, or withdraw, this privilege

at will.

RESIDENTIAL TOPLINES

In order to be eligible for residential “toplines”, the following

minimum requirements must be met:

Begin working their portfolio at informals, fulltime, no later than Monday, April

25th

Total portfolio percentage of “toplined” properties is not to exceed 3% of total

volume

RESIDENTIAL TOPLINES