Commissioner of the Revenue Chesterfield County

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Annual Report
Fiscal Year 2006
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Contents

• Purpose / Responsibilities / Information
• Personal Property Tax / Proration
• Business License / Specialty Tax / Business Audit
• Real Estate Tax Relief for the Elderly/Disabled
• Organization / Staffing / Career Development
• Customer Service / Process Improvement
• Contact Us

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Purpose

• The Office of the Commissioner of the Revenue is
  a tax assessment and administration agency
  committed to courteous, fair, and consistent
  service to the citizens and administration of
  Chesterfield County.

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RESPONSIBILITIES(Required by Law)

• Assess
• Personal Property Tax
• Business License Tax
• Short-Term Rental Tax
• Transient Occupancy Tax
• Bank Franchise and Public Service Corporation
  Taxes
• Process State Income Tax Returns
• Administer Real Estate Tax Relief Program
• Collect Consumer Utility Consumption Taxes

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General Information

• Constitutional Officer elected by county-wide
  popular vote every four years
• Funded by the State and the County
• 49 Full-time employees
• 10 - 12 seasonal employees
• Served over 255,400 customers in person and by
  phone in FY06
• Assessed and administered over 147,955,000 in
  taxes during FY06

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Personal Property Tax(as of 7/1/06)
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Personal Property Tax (Fiscal Years)
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Personal Property Tax
(Accounts as of 7/1/2006)
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Personal Property Tax(Fiscal Years)
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Personal Property(Accounts as of 7/1/2006)
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Personal Property Tax(Fiscal Years)
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Proration of Personal Property Tax(Fiscal Years)
During FY 2005, net proration revenue billed
since 1988 exceeded 100,000,000.
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Business, Professional and Occupational Licenses

• Business License Revenue is capped at
  15,600,000.
• Licenses issued during fiscal year 2006 totaled
  22,161.

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Business License Tax Collected (Fiscal
Years)(Board Has Capped BPOL Revenue at 15.6m)
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Specialty Taxes(Accounts as of 7/1/2006)
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Specialty Taxes(Fiscal Years)
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Business Audit

• Business accounts are audited to ensure proper
  reporting of specialty taxes, business personal
  property and business license gross receipts.
• Accounts audited during FY06 3,016

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Business Audit(Fiscal Years)
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Real Estate Tax Relief for the Elderly/Disabled

• This program provides for a full or partial
  exemption of the real estate tax for owners of
  real estate who are over 65 years of age or are
  fully disabled.
• Participants in the program for FY06 2,335

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Real Estate Tax Relief for the Elderly/Disabled
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Organizational Chart
Commissioner of the Revenue July 1,
2006 Chesterfield County
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Staffing

• 4.2 turnover due to the following

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Staffing-Years of ServiceAs of 7/1/2006
Note Average years of service 9.04 years
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Master Commissioner of the
Revenue

• Commissioner Horbal qualified as Master
  Commissioner of the Revenue on July 1, 2005.
• Qualification is based on experience, education
  and service to the association.
• Qualification is also contingent on office
  advancements such as a written office policy,
  confidentiality, technology, etc.

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Staff Career Development

• Joe Moore, Chief Deputy and Patti Howell, Deputy,
  are Master Deputy Commissioners
• Three supervisors have qualified for the Master
  Deputy designation this year
• 15 employees have earned in-grade advancements in
  their career development programs.

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Customer Service

• Customer Appreciation Day (June 5, 2006)
• Free popcorn to all of our visitors
• Over 400 customers served.
• We are committed to providing the best customer
  service possible.
• We maintain a 99 favorable rating on our
  Customer Response Cards.

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Customers Served(Fiscal Years)
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Process Improvement Teams

• Assist in determining how the Commissioners
  Office can handle our daily work more efficiently
• Enable our employees to deliver the best customer
  service possible
• Save tax dollars through increased productivity
  and efficiency

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Process Improvement Teams

• Employee Involvement Team (ongoing)
• Web Site Redesign (ongoing)
• Strategic Planning Group (ongoing)
• Real Estate Relief Process (active)
• Imaging Team (active)
• BPOL cross-training process (active)

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Process Improvement Teams

• BPP Statutory Assessment process (2006)
• County Decal Abolition transition team (2006)
• Accounts Receivable (Exon/refund Process)
  (pending)
• Vehicle Leasing Company / CD format (pending)
• BPOL issued license mailer (pending)

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Thank You!

• It is our pleasure to serve you each day. Many of
  the services we provide can be handled over the
  phone and by mail or e-mail. Our contact
  information follows. We look forward to hearing
  from you and serving your needs.

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Contact Information

• Joseph A. Horbal, MCR
• Commissioner of the Revenue
• PO Box 124
• Chesterfield, VA 23832
• 804-748-1281
• Fax [phone]
• E-mail
• horbalj_at_chesterfield.gov cor_at_chesterfield.gov
• Websites
• www.chesterfield.gov/comrev
• www.joehorbal.com

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To visit us

• 9901 Lori Road
• Chesterfield, VA 23832
• Room 165 - Administration Complex
• 830a.m. 500p.m., Monday - Friday