SAMA's Presentation to the 2016 RMAA Convention · Š Preliminary Values to Government Relations by...
Transcript of SAMA's Presentation to the 2016 RMAA Convention · Š Preliminary Values to Government Relations by...
![Page 1: SAMA's Presentation to the 2016 RMAA Convention · Š Preliminary Values to Government Relations by April 8, 2016. Š Deliver preliminary values to client municipalities after maintenance](https://reader031.fdocuments.in/reader031/viewer/2022011917/5ff716b97482db112a5e177d/html5/thumbnails/1.jpg)
Irwin Blank
![Page 2: SAMA's Presentation to the 2016 RMAA Convention · Š Preliminary Values to Government Relations by April 8, 2016. Š Deliver preliminary values to client municipalities after maintenance](https://reader031.fdocuments.in/reader031/viewer/2022011917/5ff716b97482db112a5e177d/html5/thumbnails/2.jpg)
Purpose of Assessments ó Assessments pay for essential
services that politicians and taxpayers want and need.
ó In 2015, the assessment base brought in $1.83 billion. Over 50% of revenue for municipalities.
ó Revenue needs are growing to support the growing economy.
ó Preserves local autonomy.
![Page 3: SAMA's Presentation to the 2016 RMAA Convention · Š Preliminary Values to Government Relations by April 8, 2016. Š Deliver preliminary values to client municipalities after maintenance](https://reader031.fdocuments.in/reader031/viewer/2022011917/5ff716b97482db112a5e177d/html5/thumbnails/3.jpg)
SAMA Assessment Service Regions
![Page 4: SAMA's Presentation to the 2016 RMAA Convention · Š Preliminary Values to Government Relations by April 8, 2016. Š Deliver preliminary values to client municipalities after maintenance](https://reader031.fdocuments.in/reader031/viewer/2022011917/5ff716b97482db112a5e177d/html5/thumbnails/4.jpg)
Property Values
Property Assessments
Assessment Principles Ad Valorem
![Page 5: SAMA's Presentation to the 2016 RMAA Convention · Š Preliminary Values to Government Relations by April 8, 2016. Š Deliver preliminary values to client municipalities after maintenance](https://reader031.fdocuments.in/reader031/viewer/2022011917/5ff716b97482db112a5e177d/html5/thumbnails/5.jpg)
Assessment Changes Tax Changes
Local Gov’t Budget Needs
$2,500,000
Taxable Assessment
$250,000,000
Required Mill Rate
10 (0.010)
Before Revaluation
![Page 6: SAMA's Presentation to the 2016 RMAA Convention · Š Preliminary Values to Government Relations by April 8, 2016. Š Deliver preliminary values to client municipalities after maintenance](https://reader031.fdocuments.in/reader031/viewer/2022011917/5ff716b97482db112a5e177d/html5/thumbnails/6.jpg)
Assessment Changes Tax Changes
Local Gov’t Budget Needs
$2,500,000
Taxable Assessment
$250,000,000
Required Mill Rate
10 (0.010)
Local Gov’t Budget Needs
$2,500,000
Taxable Assessment
$500,000,000
Required Mill Rate 5 (0.005)
Before Revaluation
After Revaluation
![Page 7: SAMA's Presentation to the 2016 RMAA Convention · Š Preliminary Values to Government Relations by April 8, 2016. Š Deliver preliminary values to client municipalities after maintenance](https://reader031.fdocuments.in/reader031/viewer/2022011917/5ff716b97482db112a5e177d/html5/thumbnails/7.jpg)
2017 Revaluation Delivery
ó Preliminary Values to Government Relations by April 8, 2016.
ó Deliver preliminary values to client municipalities after maintenance completed in the May to June time frame.
ó Message to Administrators and Councils: ó Please have a good look at the values and provide
feedback to us. ó We are happy to meet with clients to discuss values
as required.
![Page 8: SAMA's Presentation to the 2016 RMAA Convention · Š Preliminary Values to Government Relations by April 8, 2016. Š Deliver preliminary values to client municipalities after maintenance](https://reader031.fdocuments.in/reader031/viewer/2022011917/5ff716b97482db112a5e177d/html5/thumbnails/8.jpg)
• Preliminary Assessed value changes from January 1, 2011 to January 1, 2015 base dates
• 3 levels of trends to consider
Anticipated 2017 Assessment Shifts
Provincial Local
Property
![Page 9: SAMA's Presentation to the 2016 RMAA Convention · Š Preliminary Values to Government Relations by April 8, 2016. Š Deliver preliminary values to client municipalities after maintenance](https://reader031.fdocuments.in/reader031/viewer/2022011917/5ff716b97482db112a5e177d/html5/thumbnails/9.jpg)
Assessed Value 2017 / 2016 Multiple
![Page 10: SAMA's Presentation to the 2016 RMAA Convention · Š Preliminary Values to Government Relations by April 8, 2016. Š Deliver preliminary values to client municipalities after maintenance](https://reader031.fdocuments.in/reader031/viewer/2022011917/5ff716b97482db112a5e177d/html5/thumbnails/10.jpg)
Assessed Value 2017 / 2016 Multiple
![Page 11: SAMA's Presentation to the 2016 RMAA Convention · Š Preliminary Values to Government Relations by April 8, 2016. Š Deliver preliminary values to client municipalities after maintenance](https://reader031.fdocuments.in/reader031/viewer/2022011917/5ff716b97482db112a5e177d/html5/thumbnails/11.jpg)
SAMA Residential Shifts by Urban Municipality (Median = 1.18)
Legend: % Change
![Page 12: SAMA's Presentation to the 2016 RMAA Convention · Š Preliminary Values to Government Relations by April 8, 2016. Š Deliver preliminary values to client municipalities after maintenance](https://reader031.fdocuments.in/reader031/viewer/2022011917/5ff716b97482db112a5e177d/html5/thumbnails/12.jpg)
• Local 2017 assessment shift available to council by June 30, 2016
• Examples of local trend reports follow
Anticipated 2017 Assessment Shifts
Provincial
Local Property
![Page 13: SAMA's Presentation to the 2016 RMAA Convention · Š Preliminary Values to Government Relations by April 8, 2016. Š Deliver preliminary values to client municipalities after maintenance](https://reader031.fdocuments.in/reader031/viewer/2022011917/5ff716b97482db112a5e177d/html5/thumbnails/13.jpg)
2017 Assessed Value Trend Report
RM of Sample
![Page 14: SAMA's Presentation to the 2016 RMAA Convention · Š Preliminary Values to Government Relations by April 8, 2016. Š Deliver preliminary values to client municipalities after maintenance](https://reader031.fdocuments.in/reader031/viewer/2022011917/5ff716b97482db112a5e177d/html5/thumbnails/14.jpg)
2017 Taxable Assessed Value Trend Report
RM of Sample
![Page 15: SAMA's Presentation to the 2016 RMAA Convention · Š Preliminary Values to Government Relations by April 8, 2016. Š Deliver preliminary values to client municipalities after maintenance](https://reader031.fdocuments.in/reader031/viewer/2022011917/5ff716b97482db112a5e177d/html5/thumbnails/15.jpg)
2017 Detailed Assessed Value Change Report
Town of Sample
![Page 16: SAMA's Presentation to the 2016 RMAA Convention · Š Preliminary Values to Government Relations by April 8, 2016. Š Deliver preliminary values to client municipalities after maintenance](https://reader031.fdocuments.in/reader031/viewer/2022011917/5ff716b97482db112a5e177d/html5/thumbnails/16.jpg)
2017 Revaluation Delivery
ó Review preliminary values with client municipalities (June to November, 2016)
ó Receive Tax Classes and Percentages of Value from Government Relations in October 2016.
ó 2017 Value Reports sent to client municipalities in January 2017.
![Page 17: SAMA's Presentation to the 2016 RMAA Convention · Š Preliminary Values to Government Relations by April 8, 2016. Š Deliver preliminary values to client municipalities after maintenance](https://reader031.fdocuments.in/reader031/viewer/2022011917/5ff716b97482db112a5e177d/html5/thumbnails/17.jpg)
ó SAMA’s website www.sama.sk.ca
ó On-line manuals, handbooks, FAQs, etc.
ó SAMAView www.samaview.ca ó Government Relations – Tax Policies
http://www.saskatchewan.ca/government/municipal-administration/taxation-and-service-fees
Additional Resources
![Page 18: SAMA's Presentation to the 2016 RMAA Convention · Š Preliminary Values to Government Relations by April 8, 2016. Š Deliver preliminary values to client municipalities after maintenance](https://reader031.fdocuments.in/reader031/viewer/2022011917/5ff716b97482db112a5e177d/html5/thumbnails/18.jpg)
Municipality Requirements
![Page 19: SAMA's Presentation to the 2016 RMAA Convention · Š Preliminary Values to Government Relations by April 8, 2016. Š Deliver preliminary values to client municipalities after maintenance](https://reader031.fdocuments.in/reader031/viewer/2022011917/5ff716b97482db112a5e177d/html5/thumbnails/19.jpg)
Technology Infrastructure Program
![Page 20: SAMA's Presentation to the 2016 RMAA Convention · Š Preliminary Values to Government Relations by April 8, 2016. Š Deliver preliminary values to client municipalities after maintenance](https://reader031.fdocuments.in/reader031/viewer/2022011917/5ff716b97482db112a5e177d/html5/thumbnails/20.jpg)
Technology Infrastructure Program
A portal is a web-based platform that collects information from different sources into a single user interface and presents you with the most relevant information; it’s a way to get to all the content and applications you need in one place.
What is a Web Portal?
![Page 21: SAMA's Presentation to the 2016 RMAA Convention · Š Preliminary Values to Government Relations by April 8, 2016. Š Deliver preliminary values to client municipalities after maintenance](https://reader031.fdocuments.in/reader031/viewer/2022011917/5ff716b97482db112a5e177d/html5/thumbnails/21.jpg)
SAMA Web Portal Requirement Validation
ó SAMA has created a high level list of business requirements intended to enhance service for SAMA clients. ó Next Steps: ó SAMA online survey. ó The survey will provide the opportunity for comments in
order to understand specific municipal needs.
![Page 22: SAMA's Presentation to the 2016 RMAA Convention · Š Preliminary Values to Government Relations by April 8, 2016. Š Deliver preliminary values to client municipalities after maintenance](https://reader031.fdocuments.in/reader031/viewer/2022011917/5ff716b97482db112a5e177d/html5/thumbnails/22.jpg)
Make forms available as an online service 1. Forms identified include;
a. Reinspection b. Sales Verification c. Commercial Cost to Construct d. Maintenance Lists
2. Desired functionality includes pre-population of
relevant information, saving, updating, attaching files, printable, viewable and with CAMA integration capabilities.
![Page 23: SAMA's Presentation to the 2016 RMAA Convention · Š Preliminary Values to Government Relations by April 8, 2016. Š Deliver preliminary values to client municipalities after maintenance](https://reader031.fdocuments.in/reader031/viewer/2022011917/5ff716b97482db112a5e177d/html5/thumbnails/23.jpg)
Provide integration in/out of SAMA systems 1. Self Serve online reports :
a. Property Profiles b. Inspection Reports c. Summary of Assessment d. Change of Ownership e. Maintenance Workflow Status Report
2. Provide notifications, call backs, reminders, etc.
3. Financial transaction enhancements.
![Page 24: SAMA's Presentation to the 2016 RMAA Convention · Š Preliminary Values to Government Relations by April 8, 2016. Š Deliver preliminary values to client municipalities after maintenance](https://reader031.fdocuments.in/reader031/viewer/2022011917/5ff716b97482db112a5e177d/html5/thumbnails/24.jpg)
Survey Timeline ó The survey will be available from Monday, June 6th to
Friday, June 17, 2016. ó An additional public survey may run simultaneously on
the SAMA/SAMAView website.
![Page 25: SAMA's Presentation to the 2016 RMAA Convention · Š Preliminary Values to Government Relations by April 8, 2016. Š Deliver preliminary values to client municipalities after maintenance](https://reader031.fdocuments.in/reader031/viewer/2022011917/5ff716b97482db112a5e177d/html5/thumbnails/25.jpg)
Questions?