TY15-BOS-BUDGET-PRESENTATION-ASSESSOR.PPT

Fiscal Year 2015
BUDGET PRESENTATION
December 4th 2013
ASSESSOR
Paul D. Petersen

ASSESSOR MISSION
Paul D. Petersen
ASSESSOR
“To efficiently and effectively administer all laws and
regulations for Maricopa County property owners so that
all ad valorem property is fairly and equitably valued.”
Assessor’s Obligation to the public is to be Fair and Equitable
Two publics to consider:
• Individual property owner
• Collective group of property owners
Obligation to individual is to make sure value is not too high.
Obligation to collective group of property owners is to make sure value
is not too low.

ASSESSOR VISION
Paul D. Petersen
ASSESSOR
To be a recognized national leader in the property
tax assessment and administration field.
2011 Best 2011 SAG
Renovation / Restoration Project Special Achievement in GIS
2013 IAAO Executive Board
Region 1 Representative
2009 & 2012 IAAO Outstanding 2011 Environmental
Chapter / Affiliate Award 2011 Silver LEED Certification Excellence Award
Santa Fe Freight Depot
2008 APLS 2009 OSAM 2010 NACo 2012 IAAO Member
Project Of The Year Best Solution Achievement Awards of the Year

ASSESSOR STAFF
Paul D. Petersen
ASSESSOR
325 Assessment Professionals

ASSESSOR LOCATIONS
Paul D. Petersen
ASSESSOR
County Administration
Building
Phoenix, Arizona
Historic 1929
Santa Fe Freight Depot
Phoenix, Arizona

ASSESSOR DIVISIONS
Paul D. Petersen
ASSESSOR
THE THE MARICOPA MARICOPA COUNTY COUNTY ASSESSOR’S ASSESSOR’S OFFICE OFFICE
IS IS COMPRISED COMPRISED OF OF FIVE FIVE (5) (5) OPERATIONAL OPERATIONAL UNITS… UNITS…
1. ADMINISTRATION: This unit includes human resources, procurement, budget, legislative
tracking, intergovernmental communication, special districts and internal audit.

ASSESSOR DIVISIONS
Paul D. Petersen
ASSESSOR
2. APPRAISAL: The largest division and is responsible for the discovery, listing,
assessing and valuation of all property. The division also provides public
assistance and maintains all valuation relief programs.

ASSESSOR DIVISIONS
Paul D. Petersen
ASSESSOR
3. PROPERTY OWNERSHIP/MAPPING: Updates all property ownership and title (real
& personal property) through various reporting entities and maintains the
County’s parcel fabric layer in a geospatial environment. The division also creates
custom maps.

ASSESSOR DIVISIONS
Paul D. Petersen
ASSESSOR
4. INFORMATION TECHNOLOGY: In cooperation with
the Office of Enterprise Technology, manages all
aspects of the computing environment for the
Assessor’s office including application development,
business analysis, database management, data
center operations, desktop support, and web
presence. This division also develops and supports
GIS systems and applications.
5.
County Attorney and Board of Supervisors to
arrive at valuation and classification decisions
that have been appealed to the Judicial
Branch of government for resolution.

BUDGET & FTE’s
Paul D. Petersen
ASSESSOR
ASSESSOR ASSESSOR BUDGET BUDGET HISTORY HISTORY BY BY FY FY

BUDGET DRIVERS
Paul D. Petersen
ASSESSOR
REAL REAL PROPERTY PROPERTY PARCELS/PERSONAL PARCELS/PERSONAL PROPERTY PROPERTY ACCOUNTS ACCOUNTS BY BY TY TY
Parcels Accounts
1,565,000 146,000
1,550,000
144,000
1,535,000
1,520,000 142,000
1,505,000
1,490,000 140,000
1,475,000
138,000
1,460,000
1,445,000 136,000
1,430,000
1,415,000 134,000
1,400,000
132,000
1,385,000
1,370,000 130,000
2006 2007 2008 2009 2010 2011 2012 2013 2014
Real Property Parcels Personal Property Accounts

BUDGET DRIVERS
Paul D. Petersen
ASSESSOR
APPEALS APPEALS (REAL (REAL and and PERSONAL) PERSONAL) BY BY TY TY
25,000
20,000
15,000
10,000
5,000
-
2007 2008 2009 2010 2011 2012 2013 2014

BUDGET DRIVERS
Paul D. Petersen
ASSESSOR
LITIGATION LITIGATION CASE CASE HISTORY HISTORY BY BY CY CY
2250
2000 1904
1750
1500 1465
1250 1233
1000 961
750 800
500 491
250 334
0
2007 2008 2009 2010 2011 2012 2013
ST Cases TX Cases Total Resolved cases

BUDGET DRIVERS
Paul D. Petersen
ASSESSOR
TOTAL TOTAL PERMITS PERMITS RECEIVED RECEIVED
60,000
50,000
40,000 Land
Mobile Homes
30,000
Commercial
20,000 Residential
10,000
-
2007 2008 2009 2010 2011 2012 2013
(as of 10-15)

BUDGET DRIVERS
Paul D. Petersen
ASSESSOR
% of Staff CY CY 2007-2013 2007-2013 TURNOVER TURNOVER TRENDS TRENDS
18 All Employees Turnover %
16
14
12
10
8
6
4
2
0
2007 2008 2009 2010 2011 2012 2013
Total Terms

BUDGET DRIVERS
Paul D. Petersen
ASSESSOR

BUDGET ITEMS
Paul D. Petersen
ASSESSOR
• Continue permanent employee pay for Performance/Market
Adjustments ($ tbd)
• Computer Assisted Mass Appraisal (CAMA) Project - 2nd
Year funding ($ tbd)
• Mandated postage and production increases for public
information (NOV’s, PP 520’s, NOC, LCV, Appeals, etc.)
$250,000
• No further reductions to STAR Center
• FY 2013 nearly 1,030,000 calls - 115,000 Assessor only

2013 HIGHLIGHTS
Paul D. Petersen
ASSESSOR
ORGANIZATION ORGANIZATION DESIGN\DEVELOPMENT DESIGN\DEVELOPMENT & & PROCESS PROCESS IMPROVEMENTS IMPROVEMENTS
(Government (Government Excellence) Excellence)
• Transitioned Paul Petersen from the Legislative Liaison\PIO to our Assessor.
• Reorganized Office from Seven (7) to Five (5) Divisions.
• Completed entire Office measuring Organizational “Engagement” instead of
Employee “Satisfaction”.
• Continued for the ninth year, prudent fiscal management by returning over
$500,000 in budget authority to the County Treasury at fiscal year-end 2013.
• Mailed and reviewed nearly 36,000 property-owner classifications and changed
20,000 non-primary residences from Class 3 to Class 4 based on 2011 legislation.
Up to an additional 41,000 are due to be changed by the end of December.

2013 HIGHLIGHTS
Paul D. Petersen
ASSESSOR
ENHANCED ENHANCED USE USE OF OF TECHNOLOGY TECHNOLOGY
• Hired Eric Bails, as first Chief Technology Officer.
• Drafted and issued CAMA RFP (4,064 pages) with vendor responses due tomorrow.
Twelve vendors are in contention for award due to their attendance at mandatory pre-
bid conference last month. Now called Project MARS.
• Continued enhancements to the Assessor’s public web-presence by integrating a unified
single-line search capability, a fifth-year of valuation history with graphics, and an
automatic sketch retrieval feature for each residential parcel.
• Initiated a 50,000 parcel review project with ESRI, Canada software to test the feasibility
to validate parcel characteristics with aerial and street view imagery, and geographically
reference sketch data, from appraiser’s desk-tops.
• Continued testing of Oracle 11G (immediate “poof mitigation” strategy until Project
MARS is completed in FY 2018) with final go-live in early 2014.

2013 HIGHLIGHTS
Paul D. Petersen
ASSESSOR
OUTREACH OUTREACH and and CORPORATE CORPORATE CITIZENSHIP CITIZENSHIP
(Leadership (Leadership in in Regional Regional Services) Services)
• Hosted annual meeting with tax agents and adverse attorneys .
• Hosted six regional meetings with taxing jurisdictions to inform them of
2014 values for their schools, cities and districts.
• Assisted School’s Superintendent with two tax levy meetings with school
districts.
• Assessor and staff outreach to the community by meeting with over 100
constituent groups throughout the County.
• Contributed over $6,000 from staff payroll deduction pledges and events
for the 2013 Maricopa County Combined Charitable Campaign.

2014 TAX TIMELINE
Paul D. Petersen
ASSESSOR

2015 NOTICE REMINDER
Paul D. Petersen
ASSESSOR
Watch your Mailboxes for
2015 NOV
Median sales price forecast to remain flat in November on Sat., Feb. 22, 2014!
By Catherine Reagor The Republic | azcentral.com Fri Nov 22, 2013
6:17 PM
$213,000: Median price of homes listed for sale.
21.8 percent: Increase in median listing price from October 2012.

THANK YOU!
ASSESSOR
Paul D. Petersen