HomeMy Public PortalAboutTown AssessorsTOWN OF W ?RTOWN
NEXT YEAR BUDGET CuMVIPARISON REPORT
FY 2022 FY 2022
FY 2021 FY 2021 LEVEL ADDITION AL
FY 2020 ORIGINAL REVISED SER VICE FUNDING MANAGER
ACTU AL BUDGET BUDGET BUDGET REQUESTS RECOM MENDS
0114151 TOWN ASSESSORS PERSONNEL
0114151 510111 FULL TIME SALARIES 278,398 $ 282,785 $ 294,731 $ 310,600 $ 310,600
0114151 510114 PT ASSESSORS 8,881 $ 10,150 $ 10,150 $ 10,150 $ 10,150
0114151 510130 OVERTIME 216 $ 1,000 $ 1,000 $ 1,000 $ 1,000
0114151 510143 LONGEVITY 5,186 $ 1,025 $ 1,075 $ 2,150 $ 2,150
0114151 510190 CLOTHING 250 $ 250 $ 275 $ 300 $ 300
0114151 511111 PRIOR YEAR FULL TIME $ 3,700
TOTA L TOWN ASSESSORS PERSONNEL $ 292,932 $ 295,210 $ 310,931 $ 324,200 $ - $ 324,200
0114152 TOWN ASSESSORS EXPENSES
0114152 530304 M APS & CHARTS $ 1,500 $ 1,500 $ 1,500 $ 1,500 $ 1,500
0114152 530310 REVALUA TION $ 25,000 $ 25,000 $ 25,000 $ 25,000 $ 25,000
0114152 530311 PERSONAL PROPERTY MAINT. $ 20,000 $ 20,000 $ 20,000 $ 27,000 $ 27,000
0114152 530312 REINSPECTION $ 15,000 $ 15,000 $ 15,000 $ 15,000 $ 15,000
0114152 530313 DEED TRANSFER $ 75 $ 600 $ 600 $ 600 $ 600
0114152 540421 OFFICE SUPPLIES $ 1,442 $ 1,500 $ 1,500 $ 1,500 $ 1,500
0114152 540422 PRINTING & FORMS $ 2,000 $ 2,000 $ 2,000 $ 2,000 $- 2,000
0114152 570710 IN STATE TRA VEL $ - $ 100 $ 100 $ 100 $ 100
0114152 570730 DUES & SUBCRIPT. $ 6,315 $ 6,600 $ 6,600 $ 6,600 $ 6,600
0114152 570784 APPELATE TAX BOARD $ 7,500 $ 7,500 $ 7,500 $ 7,500 $ 7,500
0114152 570786 CONFERENCE EXPENSES $ 2,200 $ 1,200 $ 1,200 $ 1,200 $ 1,200
TOTAL TOWN ASSESSORS EXPENSES $ 81,033 $ 81,000 $ 81,000 $ 88,000 $ - $ 88,000
TOTA L TOWN ASSESSOR $ 373,964 $ 376,210 $ 391,931 $ 412,200 $ - $ 412,200
Pa ge 5
COMPENSATIC /ORKSHEET
LEVEL SERVICE
Town Assessor
1/25/18 37.50 Grade M4 16
Smith
nnua
$122,903 Grade M4
18
$ 126,617
MPENSATION'
$ 126,617
O'Neill
A ssistant Assessor
11/13/17
37 .50
Grade 8
4/5
$66,246
Grade 8
5/6
$ 72,212
$ 1,075
$ 300
73,587
Bosworth
Gilreath
Principal Acct Clerk
Princpal A cct Clerk
3/30/20
9/14/15
37 .50
37.50
Grade 3
Grade 3
3/4
5/6
$51,232
$55,156
Grade 3
Grade 3
4/5
6/7
$ 53,824
$ 57,947
$ 1,075
$ 53,824
$ 59,022
Fu ll Time Total
$ 310,600
$ 2,150
$ 300
$ 313,050
PA RT TIM E
Colleary
M oynihan
Boa rd Member
Board Member
$5,075
$5,075
$ 5,075
$ 5,075
$ 5,075
$ 5,075
Part Time To ta l
$ 10,150
$ 10,150
O VERTIME
$ 1,000
DEPA RTM ENTA L TOTA L
$ 320,750
$ 2,150
$ 300
$ 324,200
TOWN ASSESSOR FY22
SUf . _IES AND SERVICES
EXPENDITU RE WORKSHEET
FISC AL YE AR 2022
DEPARTMENT: TOWN ASSESSOR
FY 2021 FY 2022
ACCOUNT ACCOUNT ACCOUNT REVISED LEVEL SERVICE INFORM.
ORG OBJECT TITLE BUDGET BUDGET TECH .
DESCRIPTION
0114152 530304 M APS & CHARTS $1,500 $1,500 Assessor's office paper map copies.
$0 Edits and changes in parcels.
0114152 530310 REVALUATION $25,000 $25,000 Off year consultant for interim adjustments 10K,
$0 next revel year estimated cost $60K.
0114152 530311 PERSONAL PROPERTY M AINT. $20,000 $27,000 Annual PP maintenance contract discover, list,
$0 inspect, record all new accounts + utilities.
0114152 530312 REINSPECTION $15,000 $15,000 State mandated 10 -year recollection cycle .
$0 Contract for 500 parcels, ass es sor's office to do
an additional 500 parcels.
0114152 530313 DEED TRANSFER $600 $600 Recording ta x deferral li ens.
$0
0114152 540421 OFFICE SUPPLIES $1,500 $1,500 Various office supplies: folders, colored paper
$0 for e xemptions, envelopes, etc.
0114152 540422 PRINTING & FORMS $2,000 $2,000 Various forms for printing and form development
$0
0114152 570710 IN STATE TRAVEL $100 $100 Mileage for attending conferences.
$0
0114152 570730 DUES & SUBCRIPT. $6,600 $6,600 CoStar commercial data base, MLS, Banker &
$0 Tradesman.
SUr - -DIES AND SERVICES
EXPENDITURE WORKSHEET
FISC AL YE AR 2022
DEPARTMENT: TOWN ASSESSOR
FY 2021 FY 2022
ACCOUNT ACCOUNT ACCOUNT REVISED LEVEL SERVICE INFORM.
ORG OBJECT TITLE BUDGET BUDGET TECH .
DESCRIPTION
0114152 570784 APPELATE TAX BOARD $7,500 $7,500 Legal consulting and representation
$0 at Appellate Tax Board.
0114152 570786 CONFERENCE EXPENSES $1,200 $1,200 Cost of continuing educational training for
$0 assessor & assistant assessor . Clerk training
and course work.
TOTALS $81,000 $88,000 *
*On March 26, 2019, Patricia Hunt, Chief of Municipal Finance Law issu ed a Local Financ e Opinio n indi cated the change in accepted valuation methodology for Utility Companies. An accept ed
practice o f" Net Boo k Value" was no longer the standard. Since that ruling, the Bureau of Local Services issued a requirement that valuation m ethodology be split between net book value and
replacement cost new less de preciation which requires an appraisal of all assetts each year. Watertow n has two of these a ccounts, Patri ot Properties h as quoted a $3500 cost per account.
This accounts for the $7000 increase to level fund the Personal Property M ainten ance ac count.
Town of Watertown
FY 22 Performance Me asures
Dep artment: Assessors
Department Mission:
To determine fair and equitable assessments for all real estate and personal property.
To provide public education relating to real and personal property taxati on and available
ta x exemptions.
To prov ide pu blic access to public tax records, both in person and through internet access .
G oal
Program or Project
Measu re
FY2021 Actual
FY2022 Target
In accordance with
Create a best practice
Co ntact all exempt
Roster of exempt
Contact with all
Council's budget
roadmap. Review all
entities introducing or
e ntities created with
exempt entities.
priorities, pursue
PH ,OT a greements
charitable entities,
review introduction
reintroducing Council's
Budget Initiative and
d ata points and draft
letter for PILOT ask.
with all charita ble
letter and plan for action
requesting a PTT,OT
organizations.
for contact and
discussions.
discussio n/agreement.
COVID optics and
timing delayed roll
out.
Goal
Program or Project
Mea sure
FY2021 Actual
FY2022 Target
To continue to improve
R eview a ll tra nsaction s
Taxpayers needs being
Transaction al items
Add relevant information
taxpayer experience and
items that avail
met by using our site.
placed on line:
to website:
transparency of
themselves to being On-
• Motor vehicle
• Board of Assessors
operations.
line.
Reducing call volume
abatement foir.
Agendas
on common questions
• Address change.
• Board of Assessors
Update website with
website could provide
• Comm tment
Meeting minutes
transactional items,
announcements and
quicker answers in
easier fashion.
books.
• Complete property
• Announcements
• E nhanced GIS
information as
necessary.
inventory on line.
information
Page 1 of 2
Employee a nd Orga niz ational Cap acity
Go al
Progr am or Project
Measure
FY2021 Actual
F Y2022 Target
Review CAMA system
for upgrade or
repla cement.
Review GIS, automatic
deed and building permit
transfer into CAM A
system.
Paper reduction,
elimin ating duplicati on
of effort, sa ving
workhours and
improving productivity.
Server replaced and
updated for new
system . Request
pricing for CAMA
upgr ade or replacement
for FY22.
Upgrade CAMA
system to serve
growing community for
next dec ade and
beyond.
Internal Perspective
Goal
Pr ogram or Project
Measure
FY2021 Act ual
FY2022 T arget
Ongoing review of
administration of
Residential Exemptions
with goal of reducing
a pplications a fter 3rd
qu arter bill.
Override preliminary bill
to reflect a ctual taxes of
new owner without
previous owner's -
residential or other
personal exemptions.
Continue to tr ack
eligibility and override
first qu arter bills.
Second notices sent.
T ncrease residenti al
e xemption participation
prior to the 3rd quarter
bill sa ving overl ay cost.
Financial Perspective
Goa l
Program or Project
Measure
FY2021 Actual
FY2022 Target
Extensively review
business closures and
reopening in post corvid
world.
R eview all license issued
and closures, DBA
certificates and z oning
rulings for new
businesses.
Develop ongoing
infouivation networks to
track busin ess
openings/closings.
Continually noted
closed businesses
marking for closure in
the appropriate fiscal
year.
Reduce billing of
closed businesses
which dilute the quality
of the tax base.
Page 2 of 2
Town of . itertown
FY 21 Performance Measures
Dep artment: Assessors
Department Mission:
To determine fair and equitable assessments for all real estate and personal property.
To pro vide public education relating to re al and personal property taxation and a vailable
tax exemptions.
To prov ide public access to public tax records, both in person and through i nternet access.
21 New Initiative Priori
G oal
Program or Project
Measure
FY2020 Actual
FY2021 T arget
Tn accordance with
Create a best practice
Contact all exempt
Create roster of
Contact with all
Council's budget
roadmap. Review all
entities introducing or
exempt entities, data
e xempt e ntities.
priorities, pursue
exempt entities, develop
reintroducing Council's
points and draft letter
PILOT agreements
dra ft letter/presentation
Budget Initiative and
for PILOT ask.
PILOT co ntributions
with exempt
for initia l contact.
requesting a PILOT
breaking $1M for
organ iza tions and
bring wayward
agreements into
compliance.
discussion/agreement .
FY21 and adding
5%/year for the next
five years.
Customer/Stakeholder
Goal
Program or Project
Measure
FY2020 Actual
FY2021 T arget
To improve taxpayer
Beta testin g on-line
Taxpayers needs being
Prelimi nary values
Revamp assessors p age
experience and improve
motor vehicle excise
met by using our site.
listed for entire town
with o n-li ne:
transparency.
abatement ability.
for public disclosure
• Motor vehicle
Reducing call volume on
for F Y20 revaluation.
abatement foul'.
Create ability for all
On -going review of
common questions
• Address change.
transactional items to go
website updating _
website could provide
All informatio n
• Commitment books .
on-line creating a full-
information as necessary.
quicker an swers in easier
updated on the site for
• Complete property
time 24/7/365
fashio n.
the new fiscal year.
inventory on line .
Assessor's Office.
Page 1 of 2
,yee and Organizational Capacity
Go al
Program or Project
Measure
FY2020 Actu al
FY2021 Target -
Review CAMA system
for upgrade or
replacement.
Review GIS, automati c
deed and building permit
transfer into CAMA
system.
Paper reduction,
eliminating duplicatio n
of effort, sa ving
workhours and
improving productivity .
Cre ate an RFP for
CAMA upgrade or
replacement for FY21.
Upgrade CAM A
system to serve
growing community for
next decade and
beyond.
Internal Perspective
Goal
Program or Project
Measure
FY2020 Actu al
F Y2021 Target
Ongoing review of
administra tion of
Residential Exemptions
with goal of reducin g
applications after 3rd
quarter bill.
Override prelimi nary bill
to reflect actual taxes of
new owner without
previous owner's
residential or other
personal exemptions.
Continue to tr ack
eligibility and override
first qu arter bills.
Second notices s ent.
The timely and ex act
admission of the tax on
an informed
community.
Increase residenti al
exemption
participation, prior to
the 3rd quarter bill, to
85% of eligible new
homeowners.
Financial Perspectiv e
Goa l
Pro gra m or Project
Measure
FY2020 Actual
FY2021 Target
Personal Property new
growth is increasingly
R eview all license issued,
DBA certificates and
Develop ongoing
information networks to
In late FY20, pursued
numerous new
Reconcile all accounts
at Evoke Data center
important, timely and
zoning rulings for new
track business
accounts at Evoke Data
and collect all new
accura te discover and
list of new personal
property accounts.
businesses.
Immediately close
accounts of failed
openings/closings.
Center.
accounts timely
manner.
Reduce billing of
Continue annual
businesses or moved
closed businesses
program of reviewing
businesses to ensure tax
which dilute the quality
un collectable Personal
Property bills.
burden is not spread
among no n-existent
taxpayers.
of the tax base.
Page 2 of 2
Budget Narrati ve for a Le vel Service Budget Assess or's Office
Major achievements in FY21:
• Proactively redeployed resources to on-line development for on-line transactions:
o Motor Vehicle Abatements (put into operation)
o Change of Address (put into operation)
o Exemption Mailbox (put into operation)
o Complete Property In ventory (listed)
o Commitment Books (listed)
• Continuity of Operations through COVID-19
• Community Outreach with Senior Center zoom discussion on exemptions and department updates
• New Growth Certification at $3,402,547
Major goals for FY22:
• Initial contact of all exempt organizations for increased PILOT participation
• Continue to improve website adding additional transactional forms and information
• Select and implement CAMA upgrade or new system to serve growing community for next 15 years
• Implement a recollection program to inspect all pro perties in Watertown in 10 -year cycle
• Ongoing effort to discov er, list all new growth personal property accounts
• Continue successful efforts to reduce drag on overlay from residential exemptions after the 3rd quarter bill
• COVID related special eff ort to eliminate personal property accounts of closed businesses or moved (from town) businesses to not dilute
tax base with uncollectable accounts