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

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

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

4. 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

5. 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

6. 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.

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

8. 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

9. 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

10. 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

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

12. 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

13. Any Questions?