Free Annual Property Value Study (PVS) Open Records Request - Texas

50-761 10-08/2

Annual Property Value Study (PVS) Open Records Request
Texas Comptroller of Public Accounts · Property Tax Division (PTD)
Name Address

Company Name

City

State

Zip

Agent Form on File

Telephone Number

Fax Number

YES

NO
Information is to be:

Name of overnight delivery service and account number

MAILED PTD USE ONLY:

PICKED UP

FAXED

Date Received: _______________ Date Due: _____________________ Open Records Tracking # _______________________ Field Studies Reporting Complex Prop Manager Ofc Operations

Taxing Unit Data Requested for ________________ PVS Year
Please check the box next to the information you want to request. If you do not understand the categories below, please call the PTD at (800) 252-9121. Please complete one form per Central Appraisal District (CAD) or Independent School District (ISD). CAD#: ____________________ ISD#: _____________________ CAD Name : ____________________________________________________________________ ISD Name : ____________________________________________________________________

CAD Summary Worksheet (PTS427) ­ This worksheet lists the median appraisal ratios and coefficients of dispersion for individual categories of property within the district and shows other measures of dispersion. ISD Mailout Reports ­ (This includes all the reports below or you may order as single items.) ISD Summary Worksheet (PTS265) Confidence Interval Detail (PTS428) ­ Shows the components and results of the confidence interval calculations.

*

Field Studies Category Worksheet (PTS236) ­ Lists all property sales and appraisals we used to estimate weighted mean ratios for: Category A (Real Property: Single-family Residential) Category B (Real Property: Multifamily Residential) Category C (Real Property: Vacant Lots and Tracts) Category D (Rural Real, including Category E, Farm & Ranch Improvements) Category F1 (Commercial Real Property) Category L1 (Commercial Personal Property) Stratified Ratio Detail (PTS249) ­ Shows how we determined the ratio for each category to which we assign a stratified ratio. ISD Productivity Values Report (PTS225) ­ Shows our estimated taxable value by land category (including wildlife management and timberland) for land receiving productivity appraisal (1-d. 1-d-1) and compares total tax roll values to the Comptroller's values for each land class. Category G (Minerals) Worksheet (PTS430) ­ Lists the mineral properties we used to estimate the weighted mean ratio for Category G. Category J (Utilities) Worksheet (PTS380) ­ Lists the utility companies we used to estimate the weighted mean ratio for Category J. Land Studies Index Calculation (PTS227) ­ This report factors the PTD's county-wide value per acre for each land class, up or down, based on the CAD's value per acre in each ISD. State Totals Summary Worksheet (PTS265) ­ This worksheet shows statewide property values by property category. (continued)

50-761 (10-08/2) ­ Page 2

Annual Property Value Study Open Records Request (continued)
PVS Detail Report ­ This printout includes the components (backup) for Category A - L appraisals. Request all or individual categories. Time adjustment backup should be requested separately (see page 2). Category A (Real Property: Single-family Residential) Category B (Real Property: Multifamily Residential) Category C (Real Property: Vacant Lots and Tracts) Category D (Rural Real, including Category E, Farm & Ranch Improvements) Category F1 (Commercial Real Property) Category L1 (Commercial Personal Property)

* *


Land Schedules ­ Categories C and/or D land schedules, comparable properties, and any other documentation used for the current year PVS. Clerical Error Reports Preliminary or Final (Field Studies PVS Sample Data in an Excel Format) ­ The data will be provided as of the date it is requested. The requestor will be required to make further requests for any updates. Local Modifier Report and Appraisal Detail for Sales ­ Used to develop local modifier. CAD Comments ­ This is the CAD comments form as completed by the field appraiser and includes some, but not necessarily all, cost and income approach information.

* *

Documents (Warranty Deed Letters, Sales Verification Letters, etc.) ­ Used to confirm sales included in the PVS local properties sample. Time Adjustment Backup ­ This report includes field appraiser's time adjustment notes and also graphical analysis, if any are done. ISD Report of Property Value Report on Value Lost Because of the School Tax Limitation on Over-65 Homesteads Copy of the Certified Recaps ­ Provided by the CAD or ISD. ISD Assigned Values Report (State v Local) ISD Stratification Survey Agricultural Backup Information Report Farm and Ranch Surveys Expense and Management Costs ­ Used to value timber in the PVS. Other Information Not Listed _________________________________________________________________________________________________________________________ _________________________________________________________________________________________________________________________ _________________________________________________________________________________________________________________________ _________________________________________________________________________________________________________________________ _________________________________________________________________________________________________________________________

*Note: Confidential sales may be obtained from the Property Tax Division only after a protest has been filed. See Government Code
Section 552.148(c).
Please fax or mail this form to: Texas Comptroller of Public Accounts Property Tax Division P. O. Box 13528 Austin, Texas 78711-3528 Phone: (800) 252-9121 Fax: (512) 463-2427 email: [email protected] NOTE: Public information is defined as information that is collected, assembled or maintained by or for a governmental body (Section 552.002, Texas Government Code). Information prepared by the Property Tax Division is subject to the Public Information Act (Section 552.148). Section 552.231, Texas Government Code, provides a procedure for responding to requests that require programming or manipulation of data. If such a request is made, a written statement as outlined in Section 552.231(b) will be provided by the Division, along with an itemized estimate of the cost as provided by Section 552.2615. The requestor must respond according to the provisions of those sections. This form is provided to assist appraisal districts, school districts, agents and attorneys in requesting information from the Property Tax Division. It does not constitute the only way to make a request for public information, nor does it limit the information that can be requested.