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STATISTICAL AND STATISTICAL AND TECHNICAL SUPPORT TECHNICAL SUPPORT
TERESA STRAWTHER
TERESA WOOD
WEWE’’RE THE NUMBERS PEOPLERE THE NUMBERS PEOPLE
NEED YOUR HELPNEED YOUR HELP
APPRECIATE YOUR APPRECIATE YOUR HELP HELP
TRY TO SAVE YOU TRY TO SAVE YOU WORKWORK
STATISTICAL & TECHNICAL SUPPORT STATISTICAL & TECHNICAL SUPPORT SECTION REPORTSSECTION REPORTS
OTC FORM 917OTC FORM 917--B B –– ABSTRACT OF ABSTRACT OF VALUATION & ASSESSMENTVALUATION & ASSESSMENT
OTC FORM 923 OTC FORM 923 –– REPORT OF REPORT OF HOMESTEAD EXEMPTIONHOMESTEAD EXEMPTION
OTC FORM 993 OTC FORM 993 –– REPORT OF NET REPORT OF NET ASSESSED VALUATION & MILLAGEASSESSED VALUATION & MILLAGE
STATISTICAL & TECHNICAL SUPPORT STATISTICAL & TECHNICAL SUPPORT SECTION REPORTSSECTION REPORTS
OTC FORM 925 OTC FORM 925 –– ““UNIVERSALUNIVERSAL””COUNTY LEVY SHEETCOUNTY LEVY SHEET
FORMS 969 & 916 FORMS 969 & 916 –– CLAIM FOR CLAIM FOR REIMBURSEMENT FOR REIMBURSEMENT FOR ADDITIONAL HOMESTEAD ADDITIONAL HOMESTEAD EXEMPTIONSEXEMPTIONS
PROGRESS REPORT ON COUNTY PROGRESS REPORT ON COUNTY VISUAL INSPECTION PROGRAMSVISUAL INSPECTION PROGRAMS
FORM 917FORM 917--B B -- ABSTRACTABSTRACT
THIRD YEAR FOR THIRD YEAR FOR PROGRAMPROGRAM
FRONT PAGE ENTIRELY FRONT PAGE ENTIRELY BLANKBLANK
FORM 917FORM 917--B B -- ABSTRACTABSTRACT
RUN THROUGH LASER RUN THROUGH LASER PRINTER ADDS:PRINTER ADDS:
TEXTTEXTNUMBERSNUMBERSSHADOWED BOXESSHADOWED BOXES
DATA DATA MUSTMUST BE ON BE ON CARDSTOCK AND ON THE CARDSTOCK AND ON THE SAME FORM WITH SAME FORM WITH ASSESSORASSESSOR’’S SIGNATURES SIGNATURE
OTC FORM 917 OTC FORM 917 –– ABSTRACTABSTRACT
CERTIFIED BY THE STATE BOARD CERTIFIED BY THE STATE BOARD OF EQUALIZATIONOF EQUALIZATION
COUNTY BUDGETS ARE BASED ON COUNTY BUDGETS ARE BASED ON ABSTRACT FIGURESABSTRACT FIGURES
USED FOR LEGISLATIVE USED FOR LEGISLATIVE REQUESTSREQUESTS
REPORTED IN THE VISUAL REPORTED IN THE VISUAL INSPECTION PROGRESS REPORTINSPECTION PROGRESS REPORT
BASE HOMESTEAD BASE HOMESTEAD EXEMPTIONSEXEMPTIONS
ADDITIONAL HOMESTEAD ADDITIONAL HOMESTEAD EXEMPTIONSEXEMPTIONS
VALUATIONSVALUATIONS
BY SCHOOL DISTRICTBY SCHOOL DISTRICT
FORM 923 FORM 923 -- REPORT OF HOMESTEAD EXEMPTIONREPORT OF HOMESTEAD EXEMPTION
COMPUTERIZED COMPUTERIZED REPORTREPORT
SAME LAYOUT AS SAME LAYOUT AS OTC FORMOTC FORM
ALL THE SAME ALL THE SAME DATADATA
FORM 923 FORM 923 -- REPORT OF HOMESTEAD EXEMPTIONREPORT OF HOMESTEAD EXEMPTION
OTC FORM 923OTC FORM 923REPORT OF HOMESTEAD REPORT OF HOMESTEAD
EXEMPTIONEXEMPTION
USED FOR:USED FOR:
ADDITIONAL HOMESTEAD ADDITIONAL HOMESTEAD EXEMPTION REIMBURSEMENTEXEMPTION REIMBURSEMENTLEGISLATIVE REQUESTSLEGISLATIVE REQUESTSREVENUE IMPACT STUDIESREVENUE IMPACT STUDIES
FORM 993
SAME DATA AS TAX ROLL SAME DATA AS TAX ROLL ABSTRACTABSTRACT
PROPERTY VALUES, LEVIES & PROPERTY VALUES, LEVIES & TAXES CALCULATED FOR TAXES CALCULATED FOR COLLECTION BY TAXING COLLECTION BY TAXING JURISDICTIONJURISDICTION
AD VALOREM REFERENCE #AD VALOREM REFERENCE #COUNTY COUNTY SCHOOL DISTRICT SCHOOL DISTRICT VOVO--TECH TECH RURAL OR CITY RURAL OR CITY
REPORT OF NET ASSESSED VALUATION AND MILLAGE
COMPUTERIZED COMPUTERIZED VERSIONVERSION
SAME LAYOUT & SAME LAYOUT & DATA AS OTC FORMDATA AS OTC FORM
ASSESSOR JUST HAS ASSESSOR JUST HAS TO PRINT & SIGNTO PRINT & SIGN
FORM 993REPORT OF NET ASSESSED VALUATION AND MILLAGE
SAME DATA AS TAX ROLL ABSTRACTSAME DATA AS TAX ROLL ABSTRACT
PROPERTY VALUES, LEVIES & TAXES PROPERTY VALUES, LEVIES & TAXES CALCULATED FOR COLLECTION BY CALCULATED FOR COLLECTION BY TAXING JURISDICTIONTAXING JURISDICTION
AD VALOREM REFERENCE #AD VALOREM REFERENCE #COUNTY COUNTY SCHOOL DISTRICT SCHOOL DISTRICT VOVO--TECH TECH RURAL OR CITY RURAL OR CITY
FORM 993REPORT OF NET ASSESSED VALUATION AND MILLAGE
FORM 925 – “UNIVERSAL” LEVY SHEET
EVERY LEVYEVERY LEVYCOUNTYCOUNTYCITYCITYSCHOOL DISTSCHOOL DISTCAREER TECHCAREER TECHCOMM COLLEGECOMM COLLEGEMISCELLANEOUSMISCELLANEOUS
EMSEMSFPDFPDFAIRBOARDFAIRBOARDETCETC
CONSISTENT FORMCONSISTENT FORM
HELPS US UPDATE EVERY LEVY EACH HELPS US UPDATE EVERY LEVY EACH YEARYEAR
USED FORUSED FORAVERAGE COUNTY LEVYAVERAGE COUNTY LEVYLEGISLATIVE REQUESTSLEGISLATIVE REQUESTSPAYMENT DISTRIBUTION FOR 5PAYMENT DISTRIBUTION FOR 5--YR TAX YR TAX EXEMPTEXEMPT
FORM 925 – “UNIVERSAL” LEVY SHEET
USED FOR ADDITIONAL USED FOR ADDITIONAL HOMESTEAD EXEMPTION HOMESTEAD EXEMPTION REIMBURSEMENTREIMBURSEMENT
HAS TO HAVE:HAS TO HAVE:
COUNTY INFOCOUNTY INFO
COMMISSIONERCOMMISSIONER’’S S SIGNATURESIGNATURE
NOTARY OR WITNESS NOTARY OR WITNESS SIGNATURESIGNATURE
FORM 969 FORM 969 –– NOTARIZED CLAIM FORMNOTARIZED CLAIM FORM
NUMBERS MUST MATCH NUMBERS MUST MATCH HOMESTEAD REPORT HOMESTEAD REPORT
LISTED BY SCHOOL LISTED BY SCHOOL DISTRICTSDISTRICTS
INCLUDES:INCLUDES:NUMBER AND VALUE OF NUMBER AND VALUE OF AHS EXEMPTIONS AHS EXEMPTIONS LEVIESLEVIESLOSS OF REVENUELOSS OF REVENUE
FORM 916 FORM 916 –– CLAIM FOR REIMBURSEMENTCLAIM FOR REIMBURSEMENT
FORMS 969 & 916FORMS 969 & 916CLAIM FOR REIMBURSEMENT FOR CLAIM FOR REIMBURSEMENT FOR
ADDITIONAL HOMESTEAD EXEMPTIONADDITIONAL HOMESTEAD EXEMPTION
REIMBURSEMENT REIMBURSEMENT FOR LOST REVENUE FOR LOST REVENUE WHEN MONEY WHEN MONEY AVAILABLEAVAILABLE
LAST PAYMENT IN 2002 LAST PAYMENT IN 2002 DUE TO LACK OF DUE TO LACK OF FUNDINGFUNDING
SAMPLE PAGES FROM PROGRESS REPORTSAMPLE PAGES FROM PROGRESS REPORT
ASSESSORASSESSOR’’S S OFFICE/STAFF OFFICE/STAFF INFORMATIONINFORMATION
CO BOARD OF CO BOARD OF EQUALIZATION EQUALIZATION MEMBERSMEMBERS
REAL & PERSONAL REAL & PERSONAL PROPERTY VALUATIONSPROPERTY VALUATIONS
PARCELSPARCELS
ASSESSMENT %ASSESSMENT %
HOMESTEAD HOMESTEAD EXEMPTIONSEXEMPTIONS
BUDGET FIGURESBUDGET FIGURES
REIMBURSEMENTSREIMBURSEMENTS
VISUAL INSPECTION VISUAL INSPECTION PROJECT GENERAL PROJECT GENERAL INFORMATIONINFORMATION
PERSONAL PROPERTY PERSONAL PROPERTY INFORMATONINFORMATON
SAMPLE PAGES FROM PROGRESS REPORTSAMPLE PAGES FROM PROGRESS REPORT
COUNTY VISUAL INSPECTION COUNTY VISUAL INSPECTION PROGRESS REPORTPROGRESS REPORT
REPORT SENT TO THE LEGISLATURE, REPORT SENT TO THE LEGISLATURE, STATE BOARD OF EQUALIZATION STATE BOARD OF EQUALIZATION MEMBERS, ASSESSORSMEMBERS, ASSESSORS
DATA COMES FROM:DATA COMES FROM:QUESTIONNAIRESQUESTIONNAIRESABSTRACTABSTRACTHOMESTEAD REPORT HOMESTEAD REPORT REIMBURSEMENT CLAIMS REIMBURSEMENT CLAIMS
ADDITIONAL HOMESTEAD EXEMPTIONADDITIONAL HOMESTEAD EXEMPTION55--YR TAX EXEMPT MANUFACTURINGYR TAX EXEMPT MANUFACTURING
QUESTIONS?QUESTIONS?