State of Wisconsin · DEPARTMENT OF REVENUE

DIVISION OF STATE AND LOCAL FINANCE · MADISON, WI

ADDRESS MAIL TO:

Area 6-97

2135 Rimrock Road · P.O. Box 8971

Madison, WI  53708-8971

TELEPHONE: (608) 266-7750

FAX: (608) 267-0835


 

WAAO Working Group Meeting

Working Notes

 

Events Room

2135 Rimrock Road, Madison

Thursday, November 18, 2004

9:30 AM to 11:5 0 PM

 

Present:         Bob Lorier                               Hallie Wendorff                       Jean Gerstner

                        Mike Higgins                            Tom Janssen                          Bill Wardwell

                        Greg Landretti                         Mike Kurth                               Bernie Laird

                        Mary Reavey                           Jennie Miller                            Jim Murphy

                        Reed Johnson                         Paul Riehemann

 

Notes by:        Jennie Miller

 

1.      Jean Gerstner provided a brief summary of Paul Riehemann’s skills as a re-engineering consultant and project manager.  He has been analyzing SLF’s process modeling during the past year.  Paul will serve as the project leader for the Integrated Property Assessment System (IPAS).  He will join us later in the meeting.

 

2.      Jim Murphy stated the electronic Real Estate Transfer Return (e-RETR) project is in the process of pulling together potential use case scenarios.  Once Brown County is on board it is anticipated other counties will follow.

 

3.      Mary Reavey stated lobbyist Jolene Plautz has completed an action plan and a draft of proposed language to repeal Section 74.37.

 

4.      Tom Janssen reported the final assessors’ school was held November 17th.  The new Agricultural Forest law was the primary focus of this year’s schools.  The Equalization Supervisors will meet in early December to discuss the Agricultural Forest questions from the schools.  The questions will be answered, forwarded to Legal for review and added to the FAQ’s posted on the DOR Internet.

 

The automation survey was not conducted statewide at the assessors’ schools.  Assessors will need Internet access to use the e-RETR system.  The survey will be conducted at a later date and will include questions related to the IPAS project.

 

5.      WAAO will form an ad hoc committee to study the assessor certification program.  Proposed changes to the program need to be submitted to DOR before September of 2006.

 

6.      A CD version of Volume I of the Wisconsin Property Assessment Manual is expected to be available in 2005.  Jennie Miller reported problems in converting some of the files to PDF format.  The conversion issues need to be resolved before the Manual will be available in CD format.

 

7.      The State is facing another tight budget year.  State agencies were required to submit budgets reducing positions and dollar amounts by 10%.

 

DOR forwarded a recommendation to the Governor’s office proposing 100% of manufacturing assessment costs be charged to municipalities beginning in 2006.

 

8.      Paul Riehemann joined the meeting.  He gave a brief overview of the progress and structure of the IPAS team.

 

9.      Jean Gerstner expects the Bureau Director position for Property Tax to be filled soon.  SLF received permission to fill the positions formerly held by Gene Miller and Tom Gundlach.

 

10.  The project charter for IPAS is expected to be completed in early December and will be discussed at the next meeting.

 

11.  The next meeting is scheduled for December 16, 2004, at 9:30 AM.  Note: the meeting will be held in Room 1N-4 at the DOR Building.