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