RPTAC Equalization Project Team
June 10, 2009
10:00am to 3:00pm
ORPS Newburgh Office
Assessors: Colleen Adamec, Tom Frey, Curt Schoeberl, Denise Trudell(telephone) and Todd Wiley
County Directors: Mike Sabansky(telephone)
ORPS: Patricia Holland, HK Lo, Tim Maher and Tom Pinto
Guests: Dave Williams
Rules and Legislation
There is legislation concerning a commercial ratio for both Westchester and Suffolk Counties.
Nothing new to report, still waiting for information and details regarding the $20,000 incentive program.
2009 Rate Status
930 tentative state equalization rates have been established with three rate complaints filed.
94% of the LOA have been confirmed as the state equalization rate.
95% of the municipalities submitted their tentative assessment rolls to ORPS
2009 RAR Status
Discussion on what are the GOALS for exploring alternatives to the current process of confirming the LOA
1)-reduce the bias in the current system
2)-reasonable LOA on assessment roll for taxpayers
3)-nice to have LOA = equalization rate (easier to understand)
4)-more agreement on data (results) is good (between Locals & ORPS)
5)-use of tolerance is cost effective, effective use of resources, both local and state
6)-rational numbers 100.00 instead of 99.16, 25.00 instead of 24.87 or 25.12
7)-do not want to favor a certain type of municipality (reassessment vs non-reassessment)
8)-accurate equalization rates- results are reasonable
9)-more local officials reviewing data and providing analysis
Recap of discussion
1. The current method meets our needs
2. If pushed if locality provides information and data tolerance is 5%
if no information or data provided tolerance is 3%
a. What type of information and data? This group should decide.
b. There will need to be training for the Locals and CRMs
If there is a need for change sufficient time will be needed to define requirements and provide training.
Tom distributed a status report for the 2009 PDC process. Also distributed was a preliminary 2010 PDC status that shows in which counties new appraisals will be done.
There were no major issues with the 2009 RAR process. There is a question about the need to establish RAR 60 days prior to tentative roll date.
Wednesday, June 10, 2009 at the ORPS Newburgh office.
Topics for next meeting:
- Continue discussion on confirming the LOA and try to reach a consensus for future equalization rate procedures. Review information on option 8 (only allow assessors to claim certain specific LOAs). Analysis of Jefferson, Ulster and Westchester Counties using option 8.
- Status of 2009 equalization rates