NEWLY ELECTED OFFICIAL ORIENTATION Florida Property Appraisers Florida Tax Collectors February 7-10, 2017

Truth in Millage (TRIM) Letecia “Tish” Blick Title slide with PTO logo.

TRIM Process Statistics 643 taxing authorities 1,440 individual levies 98 do not levy (DNL) 7 FTE in TRIM Compliance sub-process

TRIM Process Overview June 1: Property appraiser provides estimate of value to taxing authorities for budget planning purposes July 1: Property appraiser certifies the taxable value to each taxing authority

TRIM Process Overview Taxing authority certifies information to the property appraiser: Prior year millage rate Current year proposed millage rate Current year rolled-back rate Date, time, and meeting place of the tentative budget hearing

TRIM Process Overview Property appraiser mails TRIM notice within 55 days of certification If DOR issues a review notice, the PA cannot mail the TRIM notice until DOR has approved the assessment roll.

TRIM Process Overview Taxing authority holds public hearing: Adopt tentative hearing Adopt tentative budget Hearing is published on the TRIM notice

TRIM Process Overview Taxing authority advertises final hearing: Adopt final millage Adopt final budget Forward adopted millage information to property appraiser, tax collector, and Department of Revenue

How We Perform TRIM Compliance Process Each taxing authority certifies compliance to Department of Revenue within 30 days of final hearing Within 60 days after final hearing: Review TRIM compliance package Notify taxing authority of compliance or non- compliance

TRIM Compliance Process Improvement e-TRIM Internet-based system used to complete and submit TRIM forms Launched in 2010 Piloted by 12 property appraisers Currently 53 participating property appraisers 553 taxing authorities

TRIM Compliance Process Improvement e-TRIM benefits: Fewer errors More efficient than traditional methods Paper reduction

TRIM Compliance Process Improvement Developing in-house electronic workflow through SharePoint Improve management of location of packages within Property Tax Oversight Assist with managing timelines Simplify data collection for reporting metrics More efficient distribution of workload among staff

Any Questions?