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Department of Taxation and Finance

RPTAC EQUALIZATION PROJECT TEAM

MINUTES
MEETING OF JANUARY 26, 1999

ATTENDING:

Assessors: B. Bounds,D. Briggs, V. Martins, and R. Tibbetts

County Directors: P. Burckard, R. Dean, S. Dorsey, B. Diener, and T. Bloodgood

ORPS: J. Harkin (Facilitator), J. O'Keeffe, J. Whalen (Recorder),

and D. Williams

OPENING BUSINESS

The meeting started at approximately 10:00 a.m. Previous minutes were unchanged and the agenda for the day reviewed with no changes.

STATUS OF 1998 RATES

A handout summarizing the status of tentatives, complaints, and anticipated finals; hearing dates, summary totals by region of reassessments and non; and a graphical distribution of changes due to full value changes was distributed. Discussion around the significant decrease in rate complaints attributed to many factors - decrease of appraisals, use of local inventory, use of sales as observations, use of monitored reassessment results directly, more and closer cooperation and awareness earlier and throughout the process between ORPS and valuation staff. Some discussion around the reassessment verification process and the perceived pressure to always accept the results.

LARGE PARCELS

This discussion focused not on the original equalization influence large parcel issue but strictly on the deregulation valuation issues and their ultimate influence on equalization as well as their impact on local government revenue streams. This was a major concern to all representatives who urged that the large parcel team be activated by the lead of ORPS and the deregulation valuation issues be dealt with. Jim and JoAnn committed to relay this concern and information to Tom Griffin and Dave Briggs (assessors) and Tom Bloodgood (county directors) agreed to do the same. Jim and JoAnn met with Tom G. on 1/29 and both Dave B. and Tom B. sent letters to Tom G. All comments and letters were very consistent and expressed the urgency to reconvene the Large Parcel Issues Team to begin to systematically deal with valuation deregulation.

In terms of the original large parcel issue - the identification of approximately 70 parcels which after criteria - have a significant impact on full value and equalization, there was agreement that those were being handled on an as-needed basis and that is a rational approach. John Harkin, on behalf of Jeff Jordan, distributed a spreadsheet of designated large parcels and asked the group to get back to him with any updates or more current information.

ARTICLE 12A & B

  • Special Equalization Ratios - A handout describing what these are, what they are used for, how they are calculated, etc. was distributed. Dave Williams and Jim O'Keeffe discussed the history, litigation background, and the relative importance in today's environment. Everyone has more information and a better understanding.

·         SUSTAINING EQUITY - REASSESSMENTS

  • Substantial and significant discussion occurred around who might be doing this now, recognition by ORPS , how this must be accommodated in the equalization program in the future, etc. There is anticipation that the Governor's budget will contain some new aid proposals which could have a significant positive impact on an annual sustaining environment. Since we did not know for sure about the legislation we were somewhat hampered in this discussion but we did cover such topics as rules, procedure implications, etc. The equalization implication of an annual sustaining pattern eliminates most of the remaining equalization issues as the full value measurement would reflect the current year and the resulting uniform percentage or rate would be used in that same year apportionment process. Obviously, the sustaining implementation would have tremendous implications on current procedures and practices. More discussion is needed by this group once we know what the legislation is.

NEXT MEETING & PROPOSED AGENDA::

Wednesday, March 10, 1999 from 10:00 - 3:00 at the Manlius Town Hall.

WHAT

HOW

RESULTS

WHO

WHEN

Review Agenda; Get Organized

Discussion

Agreement

John

10:00 - 10:10

Proposed Aid Legislation

Discussion

Understanding

Jim

10:10 - 11:10

Reassessment Policy

Discussion

Understanding

JoAnn

11:10 - 12:00

1998 Rates Status

Discussion

Understanding

JoAnn

12:00 - 12:15

LUNCH

 

 

 

12:15 - 1:00

Equalization Vision

Discussion

Understanding

JoAnn

   1:00 - 2:45

Wrap-up; Next Steps

Discussion

Agreement

John

2:45 - 3:00

Updated: