Creating an Arbitration Case
Use this procedure to open an Arbitration case and record and/or edit information. When an application for a binding arbitration has been received from a taxpayer, a new arbitration record must be created.
The Arbitration - Edit user right is assigned to your ID. The following user rights may also apply:
- Arbitration - Copy Images
- Arbitration - Copy Letters
- Arbitration - Delete
- Arbitration - View
- In PACS Appraisal, choose File > New > Arbitration.
- Verify and change the CAD # if necessary.
- Select the Year in which this arbitration case should exist. This is a required field.
Note The arbitration case year must be equal to the associated ARB Protest case year.
- In the ARB Protest Cases section, click Add and use the Search ARB Protest Cases for Arbitration function to select the required case associated with the Arbitration. An ARB Protest case must be associated with the Arbitration.
Note Once a Protest Case is added, the CAD #, Year, Type, Status, and Ref ID become read-only fields. The Arbitration # is formatted automatically by PACS as:(CAD #) (Last 2 digits of the Year) (Arbitration ID, 6 digits length).
- Complete the following fields in the General view as required:
- Arbitrated By Type - Titles of potential protesters from an ARB protest case
- Arbitrated By - Names of potential protesters of the selected Type
- Authorization Received Date - Applicable when the Type selected above is Agent; this is the date that the agent is authorized to handle the arbitration case
- Total Arbitration Opinion of Value - The summarized opinion of value for all properties listed on the arbitration; this field is automatically populated with the sum of all individual owners' opinions of value
- Reject Info Date - The date the plaintiff's application for arbitration is rejected
- Reject Info Reason - Why the plaintiff's application for arbitration was rejected
- Reject Info Letter Printed - A read-only field populated when the Rejected letter is printed
- Order Determining Protest Sent Date - The day the owner signed the board's orders (sent via certified mail)
- Order Determining Protest Received Date - The day the plaintiff signed the board's orders (plaintiff may be the same as the owner)
- Arbitration Receive Info Received Date - The date the CAD received the application from the plaintiff
- Payment Amt - Amount of the payment that the plaintiff sent with the application
- Check/Money Order # - Used if payment was by check or money order
- Owner's Opinion of Value - The value the taxpayer believes the property should be valued at; the value displayed here is relevant to the property selected/highlighted in the ARB Protest Cases window. This value may be automatically filled from the Protest Record, but can be edited in any case as the owner may submit an updated opinion of value with the application.
- Filed Timely - If enabled, indicates that the application was received on time
- Taxes Verified On - The date that the delinquency status of the taxes is checked
- Taxes Verified By - CAD staffer who checked the tax delinquency status of the taxpayer
- Complete the following fields in the Information view as required:
- Complete or review the following fields in the Value Summary view as needed:
- CAD Arbitrator Fee - When selected, this option indicates that the fee has been paid
- Fee Date - The date the fee was paid
- CAD Check # - Reference number for the arbitrator's check
- Fee Amount - Dollar amount paid to the arbitrator
- Property ID - All the properties associated with the arbitration are listed in this drop-down list; when a property is selected from the list, then property-specific values display in the Value Summary view of the dialog box
- Taxpayer Values Opinion of Value - The taxpayer's opinion of value from the ARB protest case
- Taxpayer Value ARB Value - The assigned value from the ARB protest case
- Arbitrator Values Assigned Value - The value that the arbitrator assigns to the property after the arbitration is completed
- Arbitrator Values Opinion of Value - the arbitrator may select the override option and enter the active value
- Arbitrator Values ARB Value - the arbitrator may select the override option and enter the active value
- Differences - These fields are populated after the arbitrator assigns values to the property; the first field displays the difference between the Arbitrator Assigned Value and Opinion of Value, and the second field displays the difference between the Arbitrator Assigned Value and the ARB Value.
The system uses these differences to determine the ruling of the case. If the absolute value difference between the Arbitrator Assigned Value and Opinion of Value (top field) is less than the absolute value difference between the Arbitrator Assigned Value and the ARB Value (bottom field), the ruling is for the Taxpayer. Otherwise, the ruling is for the CAD.
- When you have finished creating, editing, and/or reviewing the arbitration record, click Apply to save the record. Click OK to save the record and close the record dialog box.