There are various tools and resources that can be utilized throughout counties assessment process. Many of these items have been discussed in various classes. These documents are in Word and Excel formats and can be customized for each assessor's office. If your office has a need for a resource not shown here, please contact one of the team members above. Keep in mind these are just examples and it is not required that these resources are utilized.
New construction
Worksheet used to calculate new construction percent complete. Also includes a remodeling calculation for percent complete. Also available in an electronically formatted version for use in the field with tablet PC's. Please contact a team member for this version of the handout.
How to establish the age of properties
These tools and tips can help appraisers quantify and determine the effective age of properties.
- Effective Age Calculator (Excel)
The Effective Age Calculator tool is useful in generating discussion within an office and in helping appraisers quantify and determine effective age in a uniform manner. This tool could be helpful for training new appraisers to help understand the influences that affect condition and effective age.
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Effective Age with Addition
Directions on how to determine the effective age of a home with an addition.
Annual Assessment Timeline Example
This timeline example illustrates a typical workflow for an assessor's office throughout the year.
Property inspection field sheets
Worksheet used to collect data during a physical inspection. Also available in an electronically formatted version for use in the field with tablet PC'S. Please contact a team member for this version of the handout.
Available in an electronical version for use in the field with tablet PC's. Contact a team member for this version of the handout.
Property Sales Verification
Worksheet used to collect data during a sales verification inspection.
Numerical Quality Checklist
Worksheet used to determine property improvement quality. This will assist counties in achieving uniformity in determining a quality rating.
Common Fields and Property Characteristics
This handout provides a list of frequently used administrative fields and property characteristics.
Ratio Studies Summary (pdf)
This handout provides a general overview of ratio studies and its importance in property tax assessment.
Utilizing GIS to Enhance Assessment Functions (pdf)
This handout provides a brief overview of the many ways that GIS can be utilized for assessment purposes.
Guidelines & Best Practices for Uniformity (pdf)
Training PowerPoint presentations
Below are the Power Point Presentations from various Annual Revaluation Team trainings.
A statistical analysis overview on market and assessment analysis utilizing STARS (Statistical Tool for Analytics and Ratio Studies).
- STARS & Statistical Analysis Class
- STARS & Statistical Analysis - Power Point Presentation
- STARS Data Format Examples - This workbook presents examples and exercises on data issues with Excel including data formats, replacement considerations and automation of conversions. These are issues that are often encountered when exporting data from a database into Excel.