1. HB 202 FORMS & PROCEDURES 2016 GAP Group Inc Business Meeting

2. PRESENTERS Tracy Thomas – Business Analyst, DOR atthomas@wingap.net Tracy.Thomas@dor.ga.gov Less reliable. (404)831-0158 (Mobile/SMS)

3. DOR ATTENDEES Michelle Hughes Rusty Scoven Mark Lovett Kenny Colson

4. KBB USAGE POLL RESULTS

5. SQL Conversions starting 2012

6. NEW EMAIL DELIVERY Changing email delivery method to hopefully increase number of receipts and decrease spam and lost deliveries.

7. OLS Citrix GoToAssist Funded by GGI dues Please use freely and liberally. Its our job. When waiting, feel free to continue working – but watch flashing taskbar so you’ll know when we’re ready for your call

8. TOPICS HB 202 Forms PT311A – appeal form PT306 PT306C PT311NC Other New Forms PT230A Appraisal Accept / Reject Letters HB 202 Procedures Agents Appeals Digest Submission Reports Detection of 3% value under appeal Wireless Property

9. APPEAL FORM

12. NEW FORMS PT306 Promulgated Design (Deviation requires prior approval from Revenue Commissioner) Tax estimates should show state levy with zero tax due and zero levy rate PT306C Promulgated Design Tax estimates should show state levy with zero tax due and zero levy rate PT311NC Non-promulgated No change from Original Assessment and Most recent assessment No tax estimates https://dor.georgia.gov/county-tax-official-information

13. PT306 (45 DAY ANNUAL NOTICE) OLDNEW

14. PT306 OLDNEW

18. PT306C (30 DAY CHANGE NOTICE)

19. PT306C

22. PT311NC

23. BOE appeals can send No- Change letter and forward on to Appeal Admin on same date if you desire CHO appeals must wait 30 days before forwarding to Appeal Admin

24. PT311NC

25. WINGAP: PT306 / PT306C / PT311NC PT306C PT306 No Bulk No-Change Print from parcel screen

26. PT306 / PT306C PT311NC

27. PT230 – PREFERENTIAL APPLICATION Clerk of Court controlling law now requires three (3) inch margin for any recorded document. Adding 3” margin forced application to two (2) pages

28. PT230 – PAGE 1

29. PT230 – PAGE 2

30. WINGAP – APPRAISAL ACCEPTANCE LETTERS - GENERAL

31. WINGAP – APPRAISAL REJECTION LETTERS - GENERAL

32. ARBITRATION RECEIPT NOTIFICATION

33. ARBITRATION APPRAISAL REJECTION

34. APPEAL REPORTS Coming Very Soon: Settlement Conference appointment

35. AGENTS WinGAP version 4.4.0.1 has been released contains new agent module. Agents assigned at the property level Real Property Personal Property Mfg. Housing Properties can be assigned unlimited number of agents Agents can be assigned unlimited number of properties

36. AGENT ACCESS / ASSIGNMENT Each property screen contains an AGENT button

37. AGENT SCREEN Agents will appear here Agents can be added, edited, deleted from this button Property (and any other property possessed by the same owner) listed Agents currently assigned to the selected property above Other properties assigned to currently selected Agent

38. AGENTS Agents assigned to properties will have correspondence automatically generated in their name as part of normal print process PT306 PT306C PT311NC Appraisal Accept/Reject letters Others as needed (submit suggestions to me via email)

39. APPEAL ENHANCEMENTS

40. NO SHOWS 2016 Digest Submission must include 2015 appeal statistics Digest Statistics will be included in Digest Submission reports for Wingap.

42. GROUNDS FOR APPEAL

43. ASSERTED VALUE & APPRAISAL VALUE

44. DATE TRACKING

45. APPEAL SCREEN SC SETTLEMENT CONFERENCE TRACKING

46. NEW STATUS CODES Do we really need NO- CHANGE status codes for ARB and BOE?

47. NO CHANGE STATUS REPORT

48. EVIDENCE PRESENTED

49. 299C EVENTS Requires qualifying appeal values Human must check to designate appeal as a 299C event – will not be checked automatically. 299C event will automatically: allocate appeal decision value to all property items Place 299C value and 299C year on Real Property General information screen Current Value will include a flag to alert user values are based on 299C

50. APPEAL SCREEN 299C EVENT Value allocated automatically (% allocation) to all the parcel items. Value hierarchy from screen will start at resolved value and work backward New (after 4.4.0.84)

51. 299C EVENTS

52. 299C event is removed by User unchecking the 299C event box on appeal screen Appeal expires and is removed in bulk at Year End / Data Edits (undecided if it should be totally automatic or user invoked due to running data edits – please send me your thoughts) Removal of 299C event will return parcel to live calculations as it was prior to the 299C event.

53. APPEAL SCREEN 299C EVENT Expired 299C can be removed during YEC

54. 3% APPEAL DETECTION As long as a single Client has wingap open anywhere on the network, wingap will monitor every 5 minutes to check if the county has reached the 3% limit, if so, the system records the necessary information in a table and will display the information on the preferences screen so the county can easily determine if (and when) they qualify for the 3%.

55. 3% APPEAL DETECTION Does the TAO need to be able to prove these numbers?

56. WIRELESS PROPERTY County Hearing Officers can hear appeals on Wireless property valued in excess of $750,000 A need to identify wireless assets is required.

57. WIRELESS PROPERTY

59. PT61 – PERSONAL PROPERTY VALUE

60. SHARING REPORTS If you have a report you’d like to share with other counties, send the following required items. RDL Description of what the report does. Name and contact information of person who will provide the support or help using the report. Reports meeting this criteria will be published on the wingap website for your download and usage. WinGAP and DOR Tech team cannot and will not attest, defend, or support these reports. We simply do not have the resources. We will be the delivery point for you to share items with each other.

61. WINGAP CONFERENCE September 21, 22, and 23 21 – reports workshop (9am – 3am) 15 computers ($20 each) Bring your own laptop, power connection, and extension cord (no charge) Watch (no charge) 22 Breakfast Conference Registration Training Seminars AM Lunch Training Seminars PM 23 Breakfast Training Seminars AM GCP Credit Hours Increase potential.

62. SALES SCREEN Display PT61 Display Deed ** Display Plat ** REQUIRES CONSENT AND PERMISSION FROM CLERK OF COURT AND MIS

63. SALES SCREEN

64. REAL PROPERTY GENERAL INFORMATION Direct link to Personal Property if matching Parcel number

65. FIELD EDITS - DEMO

66. SNEAK PEAK - AUDITS

67. QUESTIONS