Controller's Office: Property Tax & Special District Accounting (1461P)

Program Outcome Statement

To ensure property tax calculations and allocations are accurate, timely, and comply with California laws

Program Services

  • Compute tax rates for property tax bills
  • Apportion property taxes to the County, cities, schools, and special districts
  • Process corrections to the property tax rolls and issue any resulting refunds and/or calculate additional taxes due

Overview

The Division is responsible for calculating property tax rates, processing roll corrections, apportioning property taxes to taxing agencies, and complying with mandated reporting requirements. In FY 2017-18 the Division apportioned $2.9 billion in property taxes to 132 taxing agencies. Changes in California law continue to increase on-going work for the Division. Despite the increase in workload in recent years, enhancements to the Property Tax system have allowed the Division to maintain compliance with property tax laws.
The Property Tax system is in a cloud hosted environment with a disaster recovery site to ensure business continuity. A disaster recovery plan was documented and periodically tested.

Percent of Customer Survey Respondents Rating Services as Good or Better

Percent of Property Taxes Distributed On-Time


Total Dollars Apportioned Per Property Tax Employee Compared to Bay Area Benchmark

FY 2017-18 Story Behind Performance

Percent of Customer Survey Respondents Rating Services as Good or Better

The Division staff were attentive to the needs of customers and were responsive to inquiries from taxpayers and taxing entities. The Division also proactively notified taxing entities of matters that may have caused large impacts to their district.

Distribute Property Taxes On-Time

The Division worked diligently to ensure all apportionments were completed within the guidelines prescribed by law. The team collaborated during peak times to ensure deadlines were met and taxes were distributed in a timely manner.

Total Dollars Apportioned per Property Tax Employee Compared to Bay Area Benchmark

The County's ratio ($887 million apportioned per property tax employee) is slightly above the eight Bay Area counties' average ($771 million apportioned per property tax employee). The team utilizes technology to complete their work in a more effective and efficient manner.

Future Priorities

In FY 2018-19, the Division will continue to provide valuable services to taxing agencies and taxpayers in the County and identify process improvements to ensure accurate and timely processing of property tax calculations, distributions, reports, and tax refunds. 

Author: Ed Castillo     Contact Email: ECastillo@smcgov.org     Date Updated: 08-27-2017