2013 – Current
- Revised the Tax Bill to be more user friendly to the tax payer and now provide access to electronic tax bills as part of our “Go Green” initiative.
- Expanded our office hours to 7:30 am to 5:15 pm during the first and second half tax seasons.
- Expanded forms of payment including a drive through drop box on the North side of the county building and Point of Sale and inside drop box at the teller windows.
- Have three certified notaries to assist our taxpayers.
- Tax Researchers are available at the front window areas to provide a more accessible customer-service environment.
- Worked with the county manager to design and provide office signs to direct Taxpayers to a quicker route to get to the office.
- Developed internal procedures for office security, “best practices” and efficiency.
- STO is now an active member of the state-wide manufactured home committee and is this year’s host for the annual workshop. This committee is tackling our manufactured home concerns in the county. This is a collaborative effort between the Sandoval Sheriff’s office, Assessor’s office, Planning and Zoning and the Treasurer’s office.
- One Tax Researcher works primarily on Personal Property to assist with collection, tax roll clean up, policy and implementation. That Tax Researcher works closely with both the manufactured home staff and the staff that handles all other personal property in the Assessor’s office.
- Worked with other Sandoval County departments to retrieve monies billed from a fraud that had taken place from an outside source on the Sandoval Treasurer’s Office (STO) 1-800 number.
- Wrote a Standard Operating Procedure (SOP) for Cash Handling and Deposits to ensure cash handling throughout all offices and departments. This SOP defines the process to ensure the integrity of the daily flow of funds from offices/departments to the Sandoval County Treasurer’s Office (STO) or the County Bank.
INFORMATION TECHNOLOGY CHANGES
- Provided a computer in the lobby for taxpayers to access and pay taxes using our on-line system.
- Worked with our online vendor to update and improve online services.
- Worked with the Sandoval IT department to update our 1-800 number to provide options in both English and Spanish.
- Continuously worked with Tyler software to improve, modify and accommodate the needs of our taxpayers and office.
- Provide a replica of the tax bill for taxpayers upon request.
- One new portfolio manager assisting with investment management. (2014)
- The STO is invested in securities that are fully compliant with the County’s Investment Policy, with greater liquidity and decreased market and investment risk.
- Monthly and quarterly reports are filed with the Clerk’s office according to statute.
- Expanded Sandoval Treasurer’s Investment Committee (STIC).
- Revised the Sandoval County Investment Policy for review. (2014)
- STO assisted in the collaborative passage of several pieces of legislation that have assisted taxpayers, Assessors’ and Treasurers’ Offices state-wide.
- SB 406/Sapien -Assists with collection of more revenues for the county when a taxpayer/developer would like to divide or combine property. This bill allows for the county to collect on the property that is being divided or combined through the taxable year. This legislation has allowed us to clean up the tax roll, increase county revenues, and assist with less evasion of taxes and provide state-wide uniformity. Through this effort, millions of dollars has been collected state-wide allowing for fair and equitable collection.
- SB 289/Shendo -Allows those low-income taxpayers over 65 years of age or disabled to have an automatic value freeze, after being eligible for three consecutive years, unless their eligibility changes. This will assist our seniors and disabled who have a difficult time getting around as well as assist our Assessor’s office in not being overloaded with unnecessary paperwork.
- HB 49/Wooley -Allows the Treasurer’s and the Assessor’s office to provide taxpayers with their tax bill and notice of value by electronic mail. This will aid us in decreasing our operating budget in future years by reducing printing, mailing, and processing costs for these notices. This will assist our military and overseas taxpayers with receiving their tax bill in a timely fashion. This moves us in the direction of electronic access to online payments.
- HB 67/J. Trujillo – Allow for certain tax roll changes to be done without having to go to district court.
- SB 104/Sharer – Allow County Treasurers to accept partial payment pursuant to an Installment Agreement on delinquent accounts that are with Property Tax Division.
- SB 248/M. Sanchez – Provides an exemption from the imposition of a special benefit assessment for Disabled Veterans.
- SB 426/Griggs- Added an amendment to exclude the Assessor’s and Treasurer’s office from any unintended consequences from a Scriveners Error Affidavit. (This bill failed in 2015 but was signed in 2016.)
- SB 47/ C. Sanchez – Assisted in an amendment to remove unintended consequences to the “tangible property cost”.
- SB 506/Payne – Provides the option for a Disabled Veteran’s property tax exemption to remain or be transferred to the new property if they choose.
- SB 56/Rodriguez – Clarifying that county and municipal Treasurers may invest in certain public money in brokered certificates of deposit. New Mexico was the only state that did not have this clarified in law (This bill was introduced in 2015 and API)
- Testified against several bills regarding decreases or suspension in property valuation of real property.
- SB 67/Rodriguez – Notification of TIDD to County Treasurers; Requiring that the Treasurer of the county in which a tax increment development district is formed be notified of that formation.
- SB 356/Rodriguez – Notification of Public Improvement District (PID); Requiring that the Treasurer of the county in which a public improvement district is formed be notified of that formation.
- HB 184/Youngblood- Property Tax Revenue to Charter School- Assisted in the clarification of the distribution of ad valorem payments from the County Treasurer and the Department of Finance and Administration.
- Assisted with input for property tax code legislation that was proposed.
- HB88/Fajardo & SB 109/Baca- Define and the inclusion of a “right of first offer” to permit pueblos, land grants, non-taxable entities such as counties, to have the right of first offer on land they may have previously owned before placing it through the auction process. Define “abandoned real property” to be a part of a subdivision with a minimum of 5,000 vacant lots in delinquency; part of a subdivision plotted before 1980; and the property taxes, penalties and interest have not been paid on more than ten years. Allows real value to be taxed and collected instead of an inflated tax rate due to taxes that will never be resolved. Also permits for an online auction process.
- HB 69/Wooley- County Classification & Salaries- Eliminates classification of Class C counties which no longer exist and allows for an increase of 15% for annual maximum salaries for county elected officials pursuant to action by the county commission.
NEW MEXICO PROPERTY TAX DIVISION (NMPTD)
- Worked on a regulation and a statute with NMPTD and other Treasurers to be permitted to collect partial payments on delinquent accounts that have already been sent to the state.
- The STO has provided two office stations for the NMPTD to assist with the collection of delinquent property taxes. NMPTD’s auction held on March 31, 2015, and netted $60,800 in delinquent taxes for County agencies. In July of 2016 we had an auction that netted $165,400. We have had a total of five auctions since 2013 reaching close to $561,000 earned on 281 accounts sold. That does not include the 120 accounts that were paid in full prior to the auction.
- Since 2013, STO has implemented a new strategy in which the Tax Researchers work on delinquent accounts that are expected to be on the NMPTD list in July. This effort has assisted in keeping several delinquent accounts within the county. In 2013, the total amount was over $3.6 million. They collected approximately $2 million of that amount, keeping interest and penalty due within the county’s general fund. In 2016, we had a total of approximately $3.2 million that we strived to collect. In only three months, the team had collected approximately 7% of that total.
- Attended and worked with the New Mexico Association of Counties, the Treasurer’s Affiliate and the National Association of Counties (NACo).
- Currently Vice-Chair of the Finance, Policy and Intergovernmental Affairs (FPIGA) Committee with NACo and the elected Chair for NACo Next Generation.
- Worked with New Mexico county elected officials to run for the Western Region representative for NACo.
- Actively participated and learned from the Government Finance Officers Association (GFOA) and the Government Investment Officers Association (GIOA).
- The Treasurer graduated with her Certified Public Official (CPO) certification from the NMSU NM Edge courses and will graduate with her Certified Treasury Official (CTO) certification in June.
- Updated all staff positions in the Treasurer’s office with the Sandoval County Human Resources Department to include mandatory Treasurer Certification from all employees within one year.
- Ten staff members will have graduated with their Certified Treasury Official (CTO) certification from NMSU NM Edge courses by June 2017.
- Two staff members graduated with their certification as Certified Treasury Officials (CTO) by 2017.
- Three staff members are scheduled to graduate with their certification as a Certified Public Official (CPO) by the end of 2018.
- The Treasury Accountant Supervisor completed one year of Star 12 training.
- All staff have actively participated in Risk Awareness Program (RAP) training since its implementation in 2014.