Topic Learning Objectives Timed Outline Choosing a mobile solution
Identify the most important features to consider before choosing a mobile solution
:20
Building a business case
Build a business case presentation to ensure buy-in from top-level management and commissioners
:15
Tracking success Understand how to best track success and productivity gains
:15
Questions :10
Robert Stephen Watson Jr.
279 Perry Point Run Lawrenceville, Ga. 30046
Home: (770) 530 – 5420 Work: (770) 531 – 6733 Mobile: (770) 530 – 5420 Email: [email protected]
Character, Experience, & Ability
OBJECTIVE
To join an organization dedicated to teamwork and quality that can use my experience in assessment administration, management, and public relations.
EDUCATION
Gainesville High – 1976 Gainesville College – 1976 – 1981 (attended)
1,426 Hours of DOR, IAAO, GAAO Continuing Education
SPECIAL DESIGNATIONS/ORGANIZATIONS
Certified Appraiser Level IV University of Georgia/Georgia DOR Member GAAO
Member IAAO
Member GAAO Policy Statement Committee
GAAO Executive Board, North District Representative 1998/1999 Member Economic Development Council
Member Economic Development Assistance Council Member Community Council on Aging
Meals on Wheels
Formerly Deacon Chairman Grace Baptist Church Formerly Point Man Promise Keepers Men’s Ministry
Formerly Small Group Leader/Director Formerly Lions Club – 1st Vice President
DANIEL T. ANDERSON
SUMMARY OF PROJECT MANAGEMENT AND CONSULTATION
Throughout the past 17 years on behalf of Appraisal Research Corporation, CAMA Resources and Technologies, John Q. Ebert, Data Cloud Solutions, CourthouseUSA, and the Lucas County Ohio Auditor’s Office, Mr. Anderson reviewed and optimized mass appraisals in the following core areas:
• milestone and operations planning according to administrative code and tax commission/department of revenue compliance,
• market models development and best practices for sexennial reappraisals and uniformity checks (non-uniformity correction); and,
• implementation of real-time communications of field and office data (and staff), appraised values, street level photography acquisition, aerial maps and photography, and Real-Time Quality Control & TrackingSM, audits, and administrative reports.
Mr. Anderson hired, managed, and directed teams of temporary, contracted, and county resources for several projects requiring:
• market data collection and analysis (including impact from foreclosures and sub-prime loans),
• neighborhood delineation,
• outlier and error detection and remediation,
• standard lot sizing algorithms and new land rates development,
• review and remediation of property data and valuation tables,
• sold vs. unsold properties uniformity studies,
• recognizing an ROI on oblique aerial photography,
• street level photography acquisition and use; and,
• quick and creative uses for GIS systems and data integration.
SYNOPSIS OF CORE ACHIEVEMENTS
Led the mass appraisal remediation and property tax equalization efforts for appraisal and software companies, prime consultants, oversight agencies and assessment jurisdictions for more than 70 projects, covering nearly 7 million parcels throughout numerous states.
(Ohio, Indiana, Michigan, West Virginia, Texas, Missouri, Washington)
Owner and pioneer of the industry's first real-time mobile data collection, review, retrieval, and synchronization technology that is not bound to a single system or schema and does not require
“check in/check out” record locks (MobileAssessorSM).
First to develop and promote the ability for Real-Time Quality Control & Live ReportingSM of projects while the data is actively being collected and/or analyzed (CAMA CloudSM).
Ohio – Developed and implemented a number of processes for detecting and remediating erroneous property characteristics data and land data. Developed processes for Boards of Revision (BOR) to better and more fairly adjudicate questions of fair market value; including, independent
“reference values”, BOR technology workstations, and a “predictive fair value” process for cases of the moment based upon prior decisions for similar properties.
Hall County Board of Tax Assessors Director/Chief Appraiser
04/2011 - Present
80,886 Real Parcels – 21,147 Personal Property Accounts
• Plan, direct, coordinate and monitor the operational, financial and personnel activities of the Tax Assessor's Office. Ensure all residential, agriculture, commercial, industrial, and personal property is appraised at an equitable fair market valuation.
• Secretary to the Board of Tax Assessors; coordinates meetings with taxpayers, provides technical advice, assists in policy development, etc.
• Interview, hire, assign work, review and evaluate performance of managers. Train, counsel, and discipline staff as necessary
• Lead and Direct management and staff and managers to include prioritizing and assigning work; conducting performance evaluations; ensure that staff is trained; ensure that employees follow policies and procedures; and make hiring, termination, and disciplinary recommendations.
• Establish and implement strategic plan(s).
• Ensure Mission and Vision is adhered to.
• Develop annual departmental budget for submission to Board of Tax Assessors, Budget Committee and County Commission; monitors expenditures and approves purchases and requisitions to ensure proper use of funds.
• Maintains knowledge base of Conservation Use Program. Interpret rules and regulations involved with Conservation Use Program, Exempt properties guidelines, Freeport
exemptions and explain to taxpayer in a simple and understanding manner.
• Coordinates required school attendance of department staff to ensure appraisal staff maintains and/or attains Georgia Department of Revenue certification.
• Advise Economic Development/Assistance Council and TAD Committee on PILOT and TAD valuations.
• Develop annual GASB77 report for PILOT agreements.
• Establish operating policies and procedures for the department and ensure policies, procedures, and applicable laws, rules, and regulations are followed.
• Manage appraisal processes for the department, which includes planning appraisals, collecting and analyzing data, and ensuring the quality of appraisal operations.
• Advise staff on complex appraisals and assist with appraisals when necessary.
Michigan – Developed and performed technology-assisted analysis and remediation of land data, land values, effective age algorithms, neighborhoods delineation, market-area ratings and groupings, stressed market analyses, and the optimization of desktop review applications.
Enhanced the effectiveness of quality control and remediation efforts via error pattern recognition routines per appraiser or data collector.
West Virginia – Developed TAERSM; the Technology Assisted Equalization Review system utilized in The Statewide Property Tax Equalization Study. Implemented and managed the performance monitoring of sixteen (16) counties over a three year project; including sales verification, land rate tables, neighborhoods delineation, data collection accuracy, sales chasing forensics, sales ratio analyses, and executive reporting to the property tax division of the state department of revenue.
Texas – City of Austin’s Urban Core Land Study, assessment uniformity analyses, designed GIS themes that isolate valuation or data concerns, land schedules development, standardize quality/grade rankings, condominium market clustering, and gentrification impact analyses. And, various other mobile data collection best practices training seminars and consultations services throughout the state.
Missouri – Provided professional services for the first complete field-visited, inventoried, and quality assured reappraisal of some 90,000 parcels, and a statistical trend update for the remaining 210,000 parcels for Jackson County (Kansas City). Core responsibilities included analyzing customer specific use cases in order to provide project workflow recommendations, and software best practices training. Specific tasks included: statistical analyses; error pattern recognition, outlier/suspect properties identification, reference values, and representative samples to properly report upon any area of concern throughout the county (used for re-calibration of valuation models and to remedy inordinate data patterns).
HISTORY OF MASS APPRAISAL EXPERIENCE 2020:
Triennial update of mobile homes (2020) and real-estate triennial analyses, sales validation, and related reports development, and update factors recommendations (2020-2021), on behalf of Data Cloud Solutions. (Lucas County, Ohio Auditor’s Office)
2018:
Travis Central Appraisal District: Machine Learning for Remote Change Detection, Class/Grade Calculation, and CAMA data error remediation consultation and management.
2015-2019:
Reappraisal project planning, valuation model calibration, sketch validation, and quality control of data collection. (Lucas County, Ohio Auditor’s Office)
2003-2016:
Melded experiences (from data collector to appraiser to regional projects management to software developer and consultant) with techniques and emerging technologies for conducting and monitoring all facets of mass appraisal operations, by employing new and advanced processes for the betterment of mass appraisal and property tax administration. (most recent: Travis Central Appraisal District and Jackson County, Missouri)
• Coordinate findings and reports with property owners, legal representatives, County departments, and other government agencies, and resolve questions and concerns.
• Attend settlement conferences, negotiate, and approve settlements.
• Provide expert testimony in Superior Court.
• Develop and make presentations to local groups and organizations.
• Manage web page and public relations.
Gwinnett County Board of Tax Assessors
Deputy Chief Appraiser/Administrator/Training Director 03/03 – 04/2011
273,448 Real Parcels (2011)
• Assistant Director to Chief Appraiser/Director in all aspects of the management and administration of office and office staff .
• Project Manager for implementation of Manatron appraisal software.
• Training Director. Document processes and procedures and conduct training for all staff.
• Establish operating policies and procedures for the department and ensure policies and procedures and applicable laws, rules, and regulations are followed.
• Supervise staff to include: prioritizing and assigning work; conducting performance evaluations; ensure that staff is trained; ensure that employees follow policies and procedures; and make hiring, termination, and disciplinary recommendations.
• Manage appraisal processes for the department, which includes planning appraisals, collecting and analyzing data, and ensuring the quality of appraisal operations.
• Advise staff on complex appraisals and assist with appraisals when necessary.
• Oversee and participate in the sales validation process to verify sales ratio figures when necessary.
• Coordinate findings and reports with property owners, legal representatives, County departments, and other government agencies, and resolve questions and concerns.
• Oversee the internal appeals process and approve forms and materials prior to their submission to the Board of Equalization.
• Provide appraisal and technical support to all staff.
2012-2013:
As an independent consultant Mr. Anderson performed numerous fit/gap analyses for the county’s assessment administration/revenue management solution, and paved the way for a troubled implementation to be brought back on target. Through rigorous project planning, change management, and proper reporting Mr. Anderson was able to produce reports that met the county’s needs and led the software vendor towards developing a solution acceptable for streamlined assessment administration. (Franklin County, Ohio)
2009-2012:
Engaged by John Q. Ebert to assist in several remediation projects he directed that lead several large counties out of troubled reappraisals.
Assisted with the development of a “reference-value” process for guiding assessment jurisdictions and Boards of Revision through the process of equalizing values, according to the dramatically changing market, for a record breaking number of appeals that were filed. One service developed and offered to the Board of Revision was a computer-assisted process for handling the grouping, scheduling, recording, and optimizing the bifurcation of informal and formal appeals across residential and commercial properties. An automated process for optimizing Desktop Review integrated with CAMA, GIS, and Ortho/Oblique/Street photography was also made available to the board for each appeal.
Evaluated current procedures and advised on the proper incorporation of big data analytics, GIS conformity reviews, and valuation/statistical methodologies relating to uniform and equitable mass appraisals. Mr. Ebert and Mr. Anderson were the first (and maybe only) in Ohio to carry-out an "off year" update, with state approval, to rectify the valuations of thousands of properties that would've been stuck with high assessments until the next scheduled triennial update. (Clark County, Ohio)
Mr. Anderson assisted Mr. Ebert in the initialization and design of major revaluation performance audit reviews and reports. Mr. Anderson was responsible for the initial data analyses and setup of the digital field processes for the countywide mass appraisals; and for analyzing and rebuilding the pre-existing statistical valuation models to be in a more explanative form. (Cuyahoga and Lucas County, Ohio)
2007-2012:
Developed cloud computer solutions for CAMA Resources & Technologies, LLC; including the processes and applications for Online Sales Verification (with projects leading the industry in response rates of 30-55% within 6 weeks), real-time field data collection/review, field sales verification, appraised values review, informal hearings reviews, and Board of Revision reviews.
2003-2006:
Co-directed several reappraisal projects for Appraisal Research Corporation, Inc. throughout Ohio and Indiana. Mr. Anderson was later promoted to IT Field Liaison to bridge the gap between field appraisers' needs and the programmers' understanding of such needs. Assisted in designing and optimizing the Desktop Review application and standard operating procedures for mass appraisal projects.
Stephens County Board of Tax Assessors 11/92 – 03/03
Chief Appraiser/Director 14,973 Real Parcels (1993)
• Manage and delegate workload among appraisal and support staff.
• Train, motivate, and mentor staff in all areas of development.
• Evaluate performance of personnel and make recommendations on merit increases, promotions, demotions, reprimands, and terminations to the Board of Assessors and Board of Commissioners.
• Prepare, update, and implement office operational policy manual for conduct and standard operational procedures.
• Recommend budget to Board of Assessors, Board of Commissioners and be prepared to defend at public hearings.
• Manage and implement countywide revaluation.
• Implement and administer Geographic Information System (GIS).
• Interpret sales ratio studies; develop all land and building schedules for the appraisal of real property.
• Implement and manage Personal Property audit review program.
• Coordinate the assignment of property valuation appeals to appropriate appraisal staff.
• Defend complex property valuations for Board of Assessors to Board of Equalization and Superior Court.
• Testify at Superior Court and assist County Attorney.
• Administrator of Personal Computer network. Train staff on all hardware and software applications.
• Maintain communication between Board of Assessors and County, City, and School Governing Authorities and Board of Equalization.
• Speak to local civic groups, give interviews to local newspaper, radio and television stations and write articles for publication.
• Create public relation tools such as brochures, power point presentations, and other various publications.
DANIEL T. ANDERSON
BACKGROUND & OTHER RELATED EXPERIENCE Current:
Woolpert, Inc. – Vice President
Data Cloud Solutions, a Woolpert Company – Practice Leader
(2010 – 2020)
President of Data Cloud Solutions, LLC
Mass Appraisal Project Manager; Ohio Revised Code 5713.012.
(2004 – 2021)
As an advocate of empowering assessment jurisdictions to accomplish more with fewer resources, Mr. Anderson has been a consultant and applications developer for Courthouse USA, LLC. Some works included: Online Pay-As-You-Go Sketch Validation, Uniformity Reports, Street Level Photography with Address Verification and Geo-Location.
Member of the International Association of Assessing Officers (IAAO). Successfully challenged 60%
of the required CAE courses, earned more than 100 hours of continuing education credits, and successfully completing the residential case study examination.
Extensive knowledge and experience in every aspect of real property construction, be it new builds, additions, or remodel projects. Mr. Anderson’s construction background is credited to an early exposure and involvement with family-owned operations, and his full-time pre-graduate employment with Lacy Building Corporation. After acquiring the necessary skills essential to building foundations, framing, plumbing, electrical, insulation, drywall, roofing, flooring, cabinetry, siding, and decorative masonry, Mr. Anderson founded and successfully operated Superior Construction Services for several years. Mr. Anderson ceased his construction operations only to advance his interests and duties regarding the betterment of property tax equalization.
Mr. Anderson’s unique construction, technical, and statistical background has proven to be beneficial to numerous mass appraisal and project management challenges.
Hall County Board of Tax Assessors 9/85 – 11/92
Residential Staff Supervisor 47,388 Real Parcels (1992)
• Manage real estate appraisal staff. Assist department head (Chief Appraiser) in supervising remaining staff. Coordinate workload among appraisal staff, data entry personnel, and appraisal clerks and oversee production.
• Evaluate performance of appraisers and make recommendations to department head on merit increases, promotions, demotions, reprimands, and termination’s.
• Responsible for maintaining agriculture and residential real property values.
• Assist in administration of revaluation of 44,000+ residential and agriculture real property.
• Supervise cost validation study for residential and agriculture building schedules.
• Supervise production and application of residential and agriculture land schedules.
• Speak to local civic groups and churches about the duties of the Board of Tax Assessors office and the revaluation project.
• Interpret sales ratio studies and make recommendations to the Board of Tax Assessors.
• Defend Residential and Agriculture property valuations for Board of Tax Assessors to Board of Equalization and Superior Court.
• Train and delegate assignments to appraisal staff.
DANIEL T. ANDERSON
EDUCATION
Wright State University – Lake Campus, Celina, OH Post-Secondary Enrollment in lieu of High School Curriculum
• Transferred to the University of Toledo after 16th birthday.
The University of Toledo, Toledo, OH Computer Science 2+2 Program
• Computer Software Specialist
• Information Services and Support Hondros College – Appraisal, Columbus, OH National USPAP
International Association of Assessing Officers Fundamentals of Real Property Appraisal
Income Approach to Valuation Assessment Administration Income Approach to Valuation II
Standards of Professional Practices and Ethics Residential Modeling Concepts
Residential Case Study
Effective Conference Presentations: Strategy, Practice and Execution (2 CEU for IAAO Proc.Rule 10.3.6)
The Power of Insights: Using Data for Fair & Equitable Assessments (2 CEU for IAAO)
Mass Appraisal Modeling & Spatial Analysis (2 CEU for IAAO)
Eight (8) courses/sessions at IAAO’s 2020 Annual Conference (8 CEU for IAAO, see attached)
Ohio Ad Valorem School
Fundamentals of Mass Appraisal (30 hours for ORC 5713.012, ODOC# J11300205A 12)
Practical Applications of Income Analysis (CE for ORC 5713.012, ODOC# J11400505A 14)
IAAO Workshop 181 – National USPAP 7-Hour Update for Mass Appraisal (CE for ORC 5713.012)
McKissock Learning (as referred by IAAO)
2018-2019 7-Hour National USPAP Update (CE for ORC 5713.012, Cert.# 913803610A 17, ORC 4763)
AWARDS & RECOGNITION
Celina Senior High School, Youngest Honors Graduate in School History Presidential Scholarship, the University of Toledo
UT College of Engineering, President’s Honor List Certificate of Honor, Who’s Who
• Four Consecutive Years, achieved by 1/2 of 1% of American students.
UT College of Engineering, Dean’s List
UT College of Business Administration, Multi-Semester Dean’s Lists Lamba Sigma Society, National Sophomore Honorary
REFERENCES
PROFESSIONAL
Mr. Steve Pruitt Gwinnett County Board of Assessors
1234 Holtzclaw Rd Chief
Appraiser/Director Cumming, Georgia 770.822.7211 (W)
Mr. Woody Blasingame Stephens County Board of Assessors 2000 – Present 604 East Doyle Street Assessor and Previous Chairman of BOA Toccoa, Georgia 30577 Stephens County Board of Equalization 1998- 2000 706-886-9905 (W) Local Independent Fee Appraiser
706-886-8405 (H)
Mr. David Owen Hall County Board of Assessors 1224 Longview Dr Assessor and Previous Chairman of BOA Gainesville, GA 30501-2243
(770) 534-7442
Ms. Vickie Lambert Georgia Department of Revenue 4245 International Parkway Local Government Services Hapeville, Georgia 30354 Director
404- 968-0707 (W)
A list of taxing authorities with addresses for which the firm or individual professional appraiser has completed a general reappraisal of real property in the last ten years or the appraisal is currently in progress.
Ref: 2016-2019 Reappraisal (2018) Consultation & Appraisal Technology; and, 2020 mobile home triennial + 2021 real-estate triennial, as contractor through Data Cloud Solutions, LLC
And,
Ref: 2015 Triennial Update, as the Director of Real Estate Technology Lucas County Ohio – Auditor’s Office
1 Government Center, Suite 660 Toledo, OH 43604
----
Ref: 2012 Reappraisal, as Regional Manager for CAMA Resources & Technologies, LLC Lucas County Ohio – Auditor’s Office
1 Government Center, Suite 660 Toledo, OH 43604
----
Ref: 2011-12 Commercial Reappraisal Support, as Senior Analyst for John Q. Ebert contracted as the Property Tax Appraisal Consultant
Cuyahoga County Ohio – Fiscal Office 760 E 185th St
Cleveland, OH 44119 ----
Ref: 2009 ‘off year’ Update & Equalization of Countywide Appraised Values due to collapse in market and faulty 2007 reappraisal by prior vendor
Clark County Ohio – Auditor’s Office 31 N Limestone St
Springfield, OH 45502 ----
Ref: 2007 Reassessment, with John Q. Ebert City of Grand Rapids Assessor’s Office
Room 340 City Hall 300 Monroe Ave NW Grand Rapids, MI 49503 ----
