2016 TRAVIS CENTRAL

APPRAISAL DISTRICT
AGENT MEETING

Pa ul Sny de r
Lo n n ie H e n dr y, Jr
M i c h ael Ka s per

WELCOME TO THE
2016 TCAD AGENT MEETING
Paul Snyder Deputy Chief of Appraisal
TCAD is anticipating a productive and ef ficient protest season
Changes and enhancements are being implemented to expedite our
processes
Agents will be scheduled exclusively beginning in April through July 1 st
Owners will be scheduled July 5 th through August 26th
2016 value notices will be mailed the fir st week of April
Electronic expor ts will be available on or about April 4th

STAFF INTRODUCTIONS
Adrienne Albers Director - Appraisal Suppor t

Michael Kasper Director Residential Appraisal

Lonnie Hendr y, Jr. Director Commercial/Business Per sonal Proper ty

NOTICES OF APPRAISED VALUE

TCAD will not mail duplicate notices to property owners in 2016

that have a current fiduciary on file at the time of the mailing
This process was successfully implemented in 2015

TCAD will post 2016 values on website once notices are mailed

INFORMAL PROCEDURES
With the exception of BPP, we will not hold same day

informal/formal hearings for real property accounts

This applies to all agents, regardless of the number of accounts
represented or the number of individual agents in the office
Informal meetings should be held in advance of the formal hearing
day
No one is required to have an informal meeting

INFORMAL AVAILABILIT Y

Appraisal Staf f will be available for informal meetings after

notices are mailed
Commercial availability begins April 11 th
Residential availability begins April 18 th
BPP availability will begin April 11 th

Informal availability will be limited to the number of staf f

members in each department
Impetus is on each individual agent to make sure they get
enough informal time with staf f prior to a formal hearing

INFORMAL SCHEDULING
TCAD will not automatically schedule informal meetings
Impetus is on the individual agent to schedule informal meetings

Scheduling informal time/dates will ensure appraisal staf f

availability
Scheduling is not required but is highly recommended

INFORMAL SCHEDULING CONTINUED

Process for scheduling informal time:
Commercial - Contact Carroll Brown @ 512-834-9317 Ext. 425
Email cbrown@tcadcentral.org
BPP Contact Edie Hellums @ 512-834-9317 Ext. 502
Email ehellums@tcadcentral.org
Residential Contact Rebecca Rodriguez @ 512-834-9317 Ext. 208
Email rrodriguez@tcadcentral.org

Email list of informal accounts at least 3 days prior to the scheduled

time/date
The list of accounts will ensure TCAD is prepared to discuss those accounts
The list will make the process more efficient
We will verify if the accounts have proper fiduciary in advance of the informal meeting
The agent will be able to quickly (in one meeting) work out fiduciary issues at the beginning of the informal session for
all accounts to be worked that day

INFORMAL CHECK-IN PROCESS

TCAD has developed a check -in app
Check-in is automated with the use of an IPad
Agent iPad is located to your right as you walk in the building
2016 will be the first year of the QR barcode check -in (We will
distribute your agencys QR barcodes at the second agent meeting on or
about April 4th, or via email)

Check-in app will streamline the informal process

Once checked-in, each agent will be placed in a queue
Staff will see who is in the queue for each department/portfolio
Staff will bring the agent to their desk and remove them from the queue

INFORMAL CHECK-IN APP

SCREEN SHOTS

INFORMAL CHECK-IN APP

SCREEN SHOTS

INFORMAL CHECK-IN APP CONTINUED

INFORMAL CHECK-IN APP CONTINUED

INFORMAL CHECK-IN APP CONTINUED

Detailed instructions for each window will be posted on the wall next to the
check in iPad. The instructions will include procedure for QR reader as well
as Manual Entry.

FORMAL PROTEST SCHEDULING

PROCEDURES
Formal ARB hearings will generally be scheduled Dollar Down
Filtered by Portfolio/Agent/etc.
Some deviations from the Dollar Down methodology will be implemented

as necessary
Formal Hearings will be scheduled for a specific time and date for each
PID

INFORMAL/FORMAL EVIDENCE
AVAILABILIT Y
TCAD will distribute evidence at the time of the informal meeting
TCAD reserves the right to supplement/modify/change the evidence prior to the
14 day evidence exchange window of the formal hearing
TCAD understands that the agents evidence will/may change prior to the hearing
if the property owner supplies additional information

This is not punitive; it allows for good faith informal meetings with the ability to
incorporate the most relevant evidence by both parties at the formal hearing
Formal evidence will be available 14 days prior to any scheduled formal hearing

RESIDENTIAL PROTEST
TIMELINE/EXPECTATIONS
April 4 th Export available for agent-coded accounts.

April 11 th Appraisers available for informals. Preferred: email

R. Rodriguez to be scheduled. (Commercial ready April 11 th )
June 1 st Agent formal schedule and $ down begins.
July 5 th Scheduled homeowner hearings begin.
August 26 th All hearings (formal & informal) completed.
(Commercial targeted completion date is July 15th).
TCAD reserves the right to adjust schedule as needed.

RESIDENTIAL ENHANCEMENTS
New for 2016
Condition codes: Average+ and Good+
Condition guidelines
Depreciation floors now linked to Condition and Sub-Class

Enhancements to Default Comp Grid Scoring

Updated Cost Tables for Unit Types 15 and 22
Explanatory handout available at conclusion of meeting

2016 PVS YEAR

For Residential and Vacant Land accounts; if the account has
a deed change in 2015/2016, no reduction in value will be
made at the informal hearing other than adjusting to the
subjects sale price.

AGENT ETIQUETTE
Agents should not enter the appraisal departments without a

TCAD staff member.

Agents should not discuss properties with an appraiser other
than their assigned appraiser for the day, without expressed

TCAD management approval.

PROFESSIONAL COURTESY
TCAD Respects Role of Property Tax Consultants
Passionate Advocacy

Environment of Mutual Respect & Professional Courtesy

Discourteous or Abusive Behavior Will Result in Agent
Working Formals Only for Remainder of the Year
At the Discretion of the CAD

EVIDENCE FORMAT
In a protest, TCAD seeks to apply the best available evidence
of market value.
For maximum efficiency, any evidence to be considered at an
informal hearing must be formatted to a minimum standard
for TCADs CAMA system:
All sales to be considered must include TCAD PIDs and NBHD codes
All sales to be considered must meet Tax Code requirements

RESIDENTIAL TOPLINES
Toplines are a privilege extended by the CAD and an
efficiency which, properly applied, serve the agent as well as
the CAD.
TCAD reserves the right to extend, or withdraw, this privilege
at will.

RESIDENTIAL TOPLINES
In order to be eligible for residential toplines, the following
minimum requirements must be met:
Begin working their portfolio at informals, fulltime, no later than Monday, April
25 th
Total portfolio percentage of toplined properties is not to exceed 3% of total
volume