Table of Contents

Foundations of Real Property Assessment and Mass Appraisal (BUSI 443)

UBC Real Estate Division. 2018. Foundations of Real Property Assessment and Mass Appraisal. Vancouver, BC: UBC Real Estate Division.

  • CHAPTER 1- PROPERTY TAXATION
    A Brief History of the Property Tax
    Property Taxation Theory
    Property Taxation Variations
    An Overview of the Property Tax Around the World

  • CHAPTER 2 - OVERVIEW OF REAL PROPERTY ASSESSMENT
    The Role of the Assessor
    Real Property Assessment Systems
    Policy and Administrative Features of an Effective Assessment System

  • CHAPTER 3: LEGAL FRAMEWORK FOR ASSESSMENT
    Land Ownership and Registration
    Assessment Legislation
    Assessment Case Law
    Duties and Obligations for Assessment Staff
    Appendix 3.1: Excerpts from the Assessment Legislation of Canadian Provinces and Territories

  • CHAPTER 4: MASS APPRAISAL PLANNING AND PROCESSES
    Valuation Strategy
    Implementing the Valuation Plan
    Appendix 4.1: Contracting Valuation Work

  • CHAPTER 5: CAMA SYSTEMS
    Evolution of Computer-Assisted Mass Appraisal (CAMA)
    Structuring CAMA Sub-Systems
    Appraisal Models
    Features of CAMA Systems
    Implementing a CAMA System.

  • CHAPTER 6: DATA COLLECTION, MANAGEMENT AND ANALYSIS
    Data Characteristics
    Property Data Collection and Maintenance
    Sales Data Collection, Validation and Adjustment
    Data Management
    Appendix 6.1: Sample Data Mailer
    Appendix 6.2: Residential Questionnaire

  • CHAPTER 7: LAND ADMINISTRATION - MAPPING AND GEOGRAPHIC SYSTEMS
    Importance of Effective Mapping Systems
    Land Description Systems
    Coordinate Systems and Projections
    Base Maps
    Parcel Identification Systems.
    Computerized Mapping.
    Mapping Data Input
    Geographic Information Systems (GIS)
    Mapping System Maintenance

  • CHAPTER 8: HUMAN RESOURCES MANAGEMENT
    Organizational Structure
    Human Resource Management

  • CHAPTER 9: STRATEGIC MANAGEMENT AND PLANNING
    Perspectives of Management
    The Manager’s Role
    Organizational Structures and Management Roles
    Planning
    Planning and Scheduling Tools
    Budgeting

  • CHAPTER 10: QUALITY MANAGEMENT
    Quality Planning
    Quality Assurance
    Quality Control
    Quality Administration
    Appendix 10.1: Quality Assurance Grid

  • CHAPTER 11: PUBLIC RELATIONS AND STAKEHOLDER MANAGEMENT
    Foundations of Public Relations
    The Assessor’s Public Relations Process
    Appendix 11.1: Base Property or Base Home Technique

  • CHAPTER 12 - PROPERTY ASSESSMENT APPEALS
    Owner/Tax Agent Perspective
    Appraisal Standards in the Review and Appeal Process
    The Assessment Appeal Process
    Levels of Assessment Dispute Resolution
    Managing Appeals
    Typical Hearing Procedures
    Role of the Panel1
    Payments in Lieu of Taxes (PILT) Dispute Resolution Processes
    Appendix 12.1: Selected Examples of Provincial Appeal Processes
    Appendix 12.2: Effective Negotiation Approaches and Techniques
    Appendix 12.3: Appraisal Standards and Property Tax Consulting Practice