HomeMy WebLinkAboutAgenda - 12-06-2010 - 7dORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: December 6, 2010
Action Agenda
Item No. "7 -~ d
SUBJECT: Decision Regarding Upcoming Revaluation
DEPARTMENT: Tax Administration PUBLIC HEARING: (Y/N) No
ATTACHMENT(S):
Informational Cost Data for
Consideration in Relation to
Potential Revaluation Schedule
INFORMATION CONTACT:
Jo Roberson, Tax Administrator, 245-
2725
Frank Clifton, County Manager, 245-
2306
PURPOSE: To make a decision on the County's Revaluation Schedule.
BACKGROUND: Beginning in 1993, Orange County moved from asix-year revaluation cycle
to a four-year cycle. Since 1993, each revaluation that has been completed has reflected an
average growth of value from sales alone of 4% per year. When factoring in new construction
the average growth per year in value has been 6%. Of the five revaluations occurring in this
timeframe, the least amount of overall growth has been 21 %. Over the past two years, there
has been a marked decline in the number of property sales and permit issuances for new
construction and a definitive increase in the number of days property for sale has remained on
the market. Historically, the County has also not seen the number of completed foreclosures or
short sales that have occurred within the past twelve months.
At its November 9, 2010 budget work session, the Board received a report on the current
market trends and other relative data for consideration in the decision planning for the next
revaluation timeframe. As part of the discussion on November 9th, the Board asked that staff
bring this item back for final decision at a December regular Board meeting.
FINANCIAL IMPACT: If the Board chooses to move forward with the current revaluation
schedule, there will be a financial impact of a minimum of $213,000 over the next two years as
outlined in the attached Informational Cost Data for Consideration in Relation to Potential
Revaluation Schedule. There is no financial impact if the revaluation does not proceed.
RECOMMENDATION(S): The Manager recommends that the Board:
1) Further discuss this issue as necessary and provide any comments to staff; and
2) Delay the upcoming revaluation for at least one year, possibly two years, to allow the
opportunity for the real estate market and the economy to recover more fully before
pursuing revaluation; OR
3) Direct staff to move forward with the planned revaluation and to take the necessary
budgetary steps to begin the revaluation process including the hiring of personnel and
other actions to accomplish the revaluation.
2
Informational Cost Data for Consideration in Relation to Potential Revaluation Schedule
Year Prior to Revaluation:
• Mailing Value Notices -based on today's known cost approximately $29,000.
• Additional Field Review -higher gas costs $ 7,800
• Employment of two separate Realtors to review Historic Areas Chapel Hill and
Hillsborough Estimated Cost $14,000
• Employment of Analytical Consultants for review -used for prior examples:
shopping center reviews, comparison of commercial property with review of sales
data and direction of market, analytical review of Chapel Hill's Franklin St -
Rosemary St. area. $20,000
• Hiring additional temporary staff for data entry 6 month assignment required for
data entry and preparation work ups $18,000
Year of Revaluation
• Hire additional appraisal (1) staff to assist with gathering data and review of data
for informal and Board of Equalization and Review hearings $30,000
• Mailing of the entire Abstract Listing to every resident (proposed to be done once
every four years) $20,000
• Additional expense of extended Board of Equalization and Review
Meetings $24,425
• Cost of production and mailing of Decision Notices from Informal Appeals,
Appointment Notices, Formal Notice of Board of Equalization and Review
Notices $ 5,800
• Duplication Costs encompassing Year of and Year After $ 8,949
• Expert Review and Witness Testimony for Property Tax Appeals $35,000
Estimated cost to conduct a revaluation from year prior through year after over and above
standard cost of operation is $213,000.
Please understand this is strictly an estimate based on costs of the 2009 revaluation and
prior. This does not factor in inflation.