STATISTICAL AND STATISTICAL AND TECHNICAL SUPPORT TECHNICAL SUPPORT

TERESA STRAWTHER

TERESA WOOD

WEWE’’RE THE NUMBERS PEOPLERE THE NUMBERS PEOPLE

NEED YOUR HELPNEED YOUR HELP

APPRECIATE YOUR APPRECIATE YOUR HELP HELP

TRY TO SAVE YOU TRY TO SAVE YOU WORKWORK

STATISTICAL & TECHNICAL SUPPORT STATISTICAL & TECHNICAL SUPPORT SECTION REPORTSSECTION REPORTS

OTC FORM 917OTC FORM 917--B B –– ABSTRACT OF ABSTRACT OF VALUATION & ASSESSMENTVALUATION & ASSESSMENT

OTC FORM 923 OTC FORM 923 –– REPORT OF REPORT OF HOMESTEAD EXEMPTIONHOMESTEAD EXEMPTION

OTC FORM 993 OTC FORM 993 –– REPORT OF NET REPORT OF NET ASSESSED VALUATION & MILLAGEASSESSED VALUATION & MILLAGE

STATISTICAL & TECHNICAL SUPPORT STATISTICAL & TECHNICAL SUPPORT SECTION REPORTSSECTION REPORTS

OTC FORM 925 OTC FORM 925 –– ““UNIVERSALUNIVERSAL””COUNTY LEVY SHEETCOUNTY LEVY SHEET

FORMS 969 & 916 FORMS 969 & 916 –– CLAIM FOR CLAIM FOR REIMBURSEMENT FOR REIMBURSEMENT FOR ADDITIONAL HOMESTEAD ADDITIONAL HOMESTEAD EXEMPTIONSEXEMPTIONS

PROGRESS REPORT ON COUNTY PROGRESS REPORT ON COUNTY VISUAL INSPECTION PROGRAMSVISUAL INSPECTION PROGRAMS

FORM 917FORM 917--B B -- ABSTRACTABSTRACT

THIRD YEAR FOR THIRD YEAR FOR PROGRAMPROGRAM

FRONT PAGE ENTIRELY FRONT PAGE ENTIRELY BLANKBLANK

FORM 917FORM 917--B B -- ABSTRACTABSTRACT

RUN THROUGH LASER RUN THROUGH LASER PRINTER ADDS:PRINTER ADDS:

TEXTTEXTNUMBERSNUMBERSSHADOWED BOXESSHADOWED BOXES

DATA DATA MUSTMUST BE ON BE ON CARDSTOCK AND ON THE CARDSTOCK AND ON THE SAME FORM WITH SAME FORM WITH ASSESSORASSESSOR’’S SIGNATURES SIGNATURE

OTC FORM 917 OTC FORM 917 –– ABSTRACTABSTRACT

CERTIFIED BY THE STATE BOARD CERTIFIED BY THE STATE BOARD OF EQUALIZATIONOF EQUALIZATION

COUNTY BUDGETS ARE BASED ON COUNTY BUDGETS ARE BASED ON ABSTRACT FIGURESABSTRACT FIGURES

USED FOR LEGISLATIVE USED FOR LEGISLATIVE REQUESTSREQUESTS

REPORTED IN THE VISUAL REPORTED IN THE VISUAL INSPECTION PROGRESS REPORTINSPECTION PROGRESS REPORT

BASE HOMESTEAD BASE HOMESTEAD EXEMPTIONSEXEMPTIONS

ADDITIONAL HOMESTEAD ADDITIONAL HOMESTEAD EXEMPTIONSEXEMPTIONS

VALUATIONSVALUATIONS

BY SCHOOL DISTRICTBY SCHOOL DISTRICT

FORM 923 FORM 923 -- REPORT OF HOMESTEAD EXEMPTIONREPORT OF HOMESTEAD EXEMPTION

COMPUTERIZED COMPUTERIZED REPORTREPORT

SAME LAYOUT AS SAME LAYOUT AS OTC FORMOTC FORM

ALL THE SAME ALL THE SAME DATADATA

FORM 923 FORM 923 -- REPORT OF HOMESTEAD EXEMPTIONREPORT OF HOMESTEAD EXEMPTION

OTC FORM 923OTC FORM 923REPORT OF HOMESTEAD REPORT OF HOMESTEAD

EXEMPTIONEXEMPTION

USED FOR:USED FOR:

ADDITIONAL HOMESTEAD ADDITIONAL HOMESTEAD EXEMPTION REIMBURSEMENTEXEMPTION REIMBURSEMENTLEGISLATIVE REQUESTSLEGISLATIVE REQUESTSREVENUE IMPACT STUDIESREVENUE IMPACT STUDIES

FORM 993

SAME DATA AS TAX ROLL SAME DATA AS TAX ROLL ABSTRACTABSTRACT

PROPERTY VALUES, LEVIES & PROPERTY VALUES, LEVIES & TAXES CALCULATED FOR TAXES CALCULATED FOR COLLECTION BY TAXING COLLECTION BY TAXING JURISDICTIONJURISDICTION

AD VALOREM REFERENCE #AD VALOREM REFERENCE #COUNTY COUNTY SCHOOL DISTRICT SCHOOL DISTRICT VOVO--TECH TECH RURAL OR CITY RURAL OR CITY

REPORT OF NET ASSESSED VALUATION AND MILLAGE

COMPUTERIZED COMPUTERIZED VERSIONVERSION

SAME LAYOUT & SAME LAYOUT & DATA AS OTC FORMDATA AS OTC FORM

ASSESSOR JUST HAS ASSESSOR JUST HAS TO PRINT & SIGNTO PRINT & SIGN

FORM 993REPORT OF NET ASSESSED VALUATION AND MILLAGE

SAME DATA AS TAX ROLL ABSTRACTSAME DATA AS TAX ROLL ABSTRACT

PROPERTY VALUES, LEVIES & TAXES PROPERTY VALUES, LEVIES & TAXES CALCULATED FOR COLLECTION BY CALCULATED FOR COLLECTION BY TAXING JURISDICTIONTAXING JURISDICTION

AD VALOREM REFERENCE #AD VALOREM REFERENCE #COUNTY COUNTY SCHOOL DISTRICT SCHOOL DISTRICT VOVO--TECH TECH RURAL OR CITY RURAL OR CITY

FORM 993REPORT OF NET ASSESSED VALUATION AND MILLAGE

FORM 925 – “UNIVERSAL” LEVY SHEET

EVERY LEVYEVERY LEVYCOUNTYCOUNTYCITYCITYSCHOOL DISTSCHOOL DISTCAREER TECHCAREER TECHCOMM COLLEGECOMM COLLEGEMISCELLANEOUSMISCELLANEOUS

EMSEMSFPDFPDFAIRBOARDFAIRBOARDETCETC

CONSISTENT FORMCONSISTENT FORM

HELPS US UPDATE EVERY LEVY EACH HELPS US UPDATE EVERY LEVY EACH YEARYEAR

USED FORUSED FORAVERAGE COUNTY LEVYAVERAGE COUNTY LEVYLEGISLATIVE REQUESTSLEGISLATIVE REQUESTSPAYMENT DISTRIBUTION FOR 5PAYMENT DISTRIBUTION FOR 5--YR TAX YR TAX EXEMPTEXEMPT

FORM 925 – “UNIVERSAL” LEVY SHEET

USED FOR ADDITIONAL USED FOR ADDITIONAL HOMESTEAD EXEMPTION HOMESTEAD EXEMPTION REIMBURSEMENTREIMBURSEMENT

HAS TO HAVE:HAS TO HAVE:

COUNTY INFOCOUNTY INFO

COMMISSIONERCOMMISSIONER’’S S SIGNATURESIGNATURE

NOTARY OR WITNESS NOTARY OR WITNESS SIGNATURESIGNATURE

FORM 969 FORM 969 –– NOTARIZED CLAIM FORMNOTARIZED CLAIM FORM

NUMBERS MUST MATCH NUMBERS MUST MATCH HOMESTEAD REPORT HOMESTEAD REPORT

LISTED BY SCHOOL LISTED BY SCHOOL DISTRICTSDISTRICTS

INCLUDES:INCLUDES:NUMBER AND VALUE OF NUMBER AND VALUE OF AHS EXEMPTIONS AHS EXEMPTIONS LEVIESLEVIESLOSS OF REVENUELOSS OF REVENUE

FORM 916 FORM 916 –– CLAIM FOR REIMBURSEMENTCLAIM FOR REIMBURSEMENT

FORMS 969 & 916FORMS 969 & 916CLAIM FOR REIMBURSEMENT FOR CLAIM FOR REIMBURSEMENT FOR

ADDITIONAL HOMESTEAD EXEMPTIONADDITIONAL HOMESTEAD EXEMPTION

REIMBURSEMENT REIMBURSEMENT FOR LOST REVENUE FOR LOST REVENUE WHEN MONEY WHEN MONEY AVAILABLEAVAILABLE

LAST PAYMENT IN 2002 LAST PAYMENT IN 2002 DUE TO LACK OF DUE TO LACK OF FUNDINGFUNDING

SAMPLE PAGES FROM PROGRESS REPORTSAMPLE PAGES FROM PROGRESS REPORT

ASSESSORASSESSOR’’S S OFFICE/STAFF OFFICE/STAFF INFORMATIONINFORMATION

CO BOARD OF CO BOARD OF EQUALIZATION EQUALIZATION MEMBERSMEMBERS

REAL & PERSONAL REAL & PERSONAL PROPERTY VALUATIONSPROPERTY VALUATIONS

PARCELSPARCELS

ASSESSMENT %ASSESSMENT %

HOMESTEAD HOMESTEAD EXEMPTIONSEXEMPTIONS

BUDGET FIGURESBUDGET FIGURES

REIMBURSEMENTSREIMBURSEMENTS

VISUAL INSPECTION VISUAL INSPECTION PROJECT GENERAL PROJECT GENERAL INFORMATIONINFORMATION

PERSONAL PROPERTY PERSONAL PROPERTY INFORMATONINFORMATON

SAMPLE PAGES FROM PROGRESS REPORTSAMPLE PAGES FROM PROGRESS REPORT

COUNTY VISUAL INSPECTION COUNTY VISUAL INSPECTION PROGRESS REPORTPROGRESS REPORT

REPORT SENT TO THE LEGISLATURE, REPORT SENT TO THE LEGISLATURE, STATE BOARD OF EQUALIZATION STATE BOARD OF EQUALIZATION MEMBERS, ASSESSORSMEMBERS, ASSESSORS

DATA COMES FROM:DATA COMES FROM:QUESTIONNAIRESQUESTIONNAIRESABSTRACTABSTRACTHOMESTEAD REPORT HOMESTEAD REPORT REIMBURSEMENT CLAIMS REIMBURSEMENT CLAIMS

ADDITIONAL HOMESTEAD EXEMPTIONADDITIONAL HOMESTEAD EXEMPTION55--YR TAX EXEMPT MANUFACTURINGYR TAX EXEMPT MANUFACTURING

QUESTIONS?QUESTIONS?