This document summarizes an Esri presentation about using GIS technology for taxation and assessment. It introduces Esri account representatives and provides the URL for the Minneapolis regional office hub. It then discusses how the ArcGIS platform can provide a comprehensive solution for assessors' offices, enabling key workflows like field operations, property assessment, public engagement, and CAMA integration. Examples of ArcGIS tools for different roles like assessors, appraisers, and the public are provided. The document concludes with a recap and details of Esri's platform enablement services.

1. Welcome!
Topic: Taxation & Assessment

2. Esri – Great Lakes Region
Minneapolis Regional Office
• Jason Fetch – Account Team
Jfetch@esri.com
(651) 454-0600 ext - 2331
• Jordan Miller – Account Team
Jordan_Miller@esri.com
(651) 454-0600 ext - 8335
Visit the Minneapolis Regional Office Hub
for more info!
https://esri-minneapolis-office.hub.arcgis.com/
NEW!

3. Assessment, Tax, and Land Records
Taxation & Assessment: A GeoSpatial Strategy
Jordan Miller & Jason Fetch

4. ArcGIS
Property
Characteristics
Apps
Desktop
APIs
A Comprehensive Geospatial Platform
Enterprise & Online

5. A Solution Focused Approach

6. ArcGIS
Assessor Appraisers Mapping
Public / Taxpayer
Property
Characteristics
GIS Professional
Chief Deputy
ArcGIS Platform Enabling GIS in the Assessor’s Office

7. GIS Analyst
Server
System of Record
Analytics
Model Builder, Python and R Scripting
• Tax Parcel Geometry w/ Property Characteristics
• Sales
• Foreclosures
• Appeals
• Assessment Neighborhoods

8. Level Set – Context of the Land Base
1) The parcel is the context and physical representation of the land base
2) Parcel information is often the primary key for local government operations
3) Parcel information changes – frequently
4) There is an expectation that your records are authoritative (Internal & External)
5) Many internal systems and departments depend on this data
6) Citizens and colleagues create a need to have this information accessible
7) Technology has significantly impacted how this work is done

9. Parcels More than geometry…..
• Geometry
• Parcel ID
• Area
• Land Use Code
• Address
• Owner
• Value
• Grantor/Grantee
• School District
• Sale Date
• Sketch
• Improvements
• Construction Type
• Photos
• Value History
• Section-TWP-RNG
• Subdivision
• Tax Account Number
• Voting Ward
• Census Block
• Neighborhood
• Soils/Ag
• Zip Code
• Ownership History
• Parent Parcel
• Tax Districts
• Special Districts
• Lot/Block
• Zoning
• ……
Backbone of GIS………

10. GIS & CAMA Integration Services
Parcel Editing Solution
CAMA/Assessment / Tax
Systems
Tax Parcel
Geometry
Geo-enriched Assessment / Tax Data
Spatial Features in RDBMS
Land Records Services
• Tax Parcels
• Sales
• Foreclosures
• Appeals
• Assessment
Neighborhoods
• Tax Reverted Property
• Historic Parcels
• Parcel Basemaps
• Public Notification
• Others…
GIS Portal/Cloud
Python
Scripts
Update
Feature
Service
New Parcel Descriptions
Information Products
• Maps
• Apps
• …..

11. GIS & CAMA Integration Extract Transform and Load - ETL
Parcel Editing Solution
CAMA/Assessment / Tax
Systems
Python Scripts Produce New Layers
Property Characteristics
Value and Tax Information
Sales, Foreclosures, Appeals
Tax Parcel Geometry w/ Property Characteristics
• Sales
• Foreclosures
• Appeals
• Assessment Neighborhoods
GIS Portal/Cloud
Land Records Services
• Tax Parcels
• Sales
• Foreclosures
• Appeals
• Assessment
Neighborhoods
• Tax Reverted Property
• Historic Parcels
• Parcel Basemaps
• Public Notification
• Others…
Information Products
• Maps
• Apps
• …..

12. Assessment, Tax, and Land Records
Foundational Data Model

17. Assessment, Tax, and Land Records
The Right Tools for the Right People

18. Modern Assessor Office
Common high level workflows
Public Engagement
• Tax parcel viewer
• Where your tax dollars go
• Find comparable sales
• Determine Exemptions status
• Allow for data downloads
Field Operations
• Assess damage
• Property Condition Surveys
• Efficiently schedule field appraisers
• Understand status of field work
Value Analysis
• Sales, appeals and foreclosures
• Provide for Executive dashboards
• Sales Ratio Studies
• Communicate comparable sales
• Perform advanced spatial analysis
• Imagery comparison
ArcGIS
Public / Taxpayer
Assessor Chief Deputy
Appraisers

19. Field Access
Collector
Survey123
Workforce
Navigator
Create a route
to Assignment
Assigned
Work
View and
Update
Respond
to Survey
Questions

20. Chief Deputy Assessor
Operations
Dashboard
ArcGIS Maps for Office Insights for ArcGIS

21. Assessor
Operations
Dashboard

22. Land Records
Tax Payer

23. Assessment, Tax, and Land Records
Quick Recap

24. ArcGIS
Assessor Appraisers Mapping
Public / Taxpayer
Property
Characteristics
GIS Professional
Chief Deputy
ArcGIS Platform Enabling GIS in the Assessor’s Office

25. • Reduce Appeals
• Increase Public Engagement
• Increase Transparency
• Promote Economic and Social
Enterprise
• Manage Limited Resources

26. ArcGIS For Assessment | Tax | Land Records Solution Stack
Field Operations
Property Assessment Values
Public Relations
CAMA Integration
ArcGIS
Property Appraisal
Parcel Editing Solution
Real Time
Operations Dashboards
Modern Public Access
Planning and Execution
Parcel Management
Solutions.arcgis.com/local-government/land-records

27. Esri Platform Enablement Ready to help you successfully leverage
the ArcGIS Platform for your organization
Premium Support
EnterpriseLatest software
and technical
support
Prioritized incident
management
Tech Support Analyst
Training
Enabling
the workforce
Jumpstarts Rapid productivity
Esri
Advantage Program
Reach your GIS vision
Technical Advisor
Projects
Transforming
business
Project Manager
Software
Maintenance
Premium Support Analyst Training Consultant
Technical Consultant

28. Q&A