The document summarizes key information from the 2016 Travis Central Appraisal District Agent Meeting. It discusses that protest season will begin in April, with agent scheduling from April through July 1st and owner scheduling from July 5th through August 26th. Notices of appraised value will be mailed in early April and electronic exports will be available on or about April 4th. It also provides details on informal and formal procedures, evidence exchanges, timelines, and expectations.

1. Paul Snyder
Lonnie Hendry, Jr
Michael Kasper
2016 TRAVIS CENTRAL
APPRAISAL DISTRICT
AGENT MEETING

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

3.  Adrienne Albers – Director - Appraisal Support
 Michael Kasper– Director – Residential Appraisal
 Lonnie Hendry, Jr. – Director – Commercial/Business Personal Property
STAFF INTRODUCTIONS

4.  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
NOTICES OF APPRAISED VALUE

5.  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 PROCEDURES

6.  Appraisal Staff will be available for informal meetings after
notices are mailed
 Commercial availability begins April 11th
 Residential availability begins April 18th
 BPP availability will begin April 11th
 Informal availability will be limited to the number of staff
members in each department
 Impetus is on each individual agent to make sure they get
enough informal time with staff prior to a formal hearing
INFORMAL AVAILABILITY

7.  TCAD will not automatically schedule informal meetings
 Impetus is on the individual agent to schedule informal meetings
 Scheduling informal time/dates will ensure appraisal staff
availability
 Scheduling is not required but is highly recommended
INFORMAL SCHEDULING

8.  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 SCHEDULING CONTINUED

9.  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 agency’s 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 PROCESS

10. INFORMAL CHECK-IN APP
SCREEN SHOTS

11. INFORMAL CHECK-IN APP
SCREEN SHOTS

12. INFORMAL CHECK-IN APP CONTINUED

13. INFORMAL CHECK-IN APP CONTINUED

14. 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.

15.  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
FORMAL PROTEST SCHEDULING
PROCEDURES

16.  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 agent’s 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
INFORMAL/FORMAL EVIDENCE
AVAILABILITY

17.  April 4th – Export available for agent-coded accounts.
 April 11th – Appraisers available for informals. Preferred: email
R. Rodriguez to be scheduled. (Commercial ready April 11th)
 June 1st – Agent formal schedule and $ down begins.
 July 5th – Scheduled homeowner hearings begin.
 August 26th – All hearings (formal & informal) completed.
(Commercial targeted completion date is July 15th).
 TCAD reserves the right to adjust schedule as needed.
RESIDENTIAL PROTEST
TIMELINE/EXPECTATIONS

18.  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
RESIDENTIAL ENHANCEMENTS

19.  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
subject’s sale price.
2016 PVS YEAR

20.  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.
AGENT ETIQUETTE

21.  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
PROFESSIONAL COURTESY

22.  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 TCAD’s CAMA system:
 All sales to be considered must include TCAD PIDs and NBHD codes
 All sales to be considered must meet Tax Code requirements
EVIDENCE FORMAT

23.  “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

24.  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
25th
 Total portfolio percentage of “toplined” properties is not to exceed 3% of total
volume
RESIDENTIAL TOPLINES