Assessor Workflow Electronic Filing Check 21

Assessor Workflow Utilize halFILE tables and external table lookup to drive workflow Utilize halFILE tables and external table lookup to drive workflow Reduce paper between Recorder’s office (Official Records) and the Assessor’s office Reduce paper between Recorder’s office (Official Records) and the Assessor’s office Automatically post the following fields from CountyCashier based on the document number: Automatically post the following fields from CountyCashier based on the document number: GrantorGrantor GranteeGrantee APNAPN Filed DateFiled Date BookBook PagePage Instrument TypeInstrument Type

Assessor Workflow Use the following halFILE fields to track the workflow: Use the following halFILE fields to track the workflow: Status (table driven) examples: Completed, Mapping, Reappraisal, TrackingStatus (table driven) examples: Completed, Mapping, Reappraisal, Tracking Forward To (table driven) track the employee that the document has been assigned toForward To (table driven) track the employee that the document has been assigned to Appraiser Assignment Date - date the document was forwarded to an appraiserAppraiser Assignment Date - date the document was forwarded to an appraiser Appraisal Reason (table driven) – why the document prompted reappraisal of the parcelAppraisal Reason (table driven) – why the document prompted reappraisal of the parcel Appraisal Completion Date – date the appraisal process was completedAppraisal Completion Date – date the appraisal process was completed Appraiser ID (table driven) – the appraiser working on the appraisalAppraiser ID (table driven) – the appraiser working on the appraisal Form Type (table driven) – different types of correspondence mailed out from the Assessor’s officeForm Type (table driven) – different types of correspondence mailed out from the Assessor’s office Reference (lookup to Official Records) – would contain the instrument number of the document that correspondence was based on. A search for a specific instrument number would include all correspondence sent out from the Assessor’s officeReference (lookup to Official Records) – would contain the instrument number of the document that correspondence was based on. A search for a specific instrument number would include all correspondence sent out from the Assessor’s office First Date – the date the correspondence was mailedFirst Date – the date the correspondence was mailed Second Date – the date a second notice was mailedSecond Date – the date a second notice was mailed Due Date – the date any money or response is due based on the original dateDue Date – the date any money or response is due based on the original date Received Date – the date any money or response was received onReceived Date – the date any money or response was received on Penalty Date – the date any penalty is due based on the correspondence mailedPenalty Date – the date any penalty is due based on the correspondence mailed

Assessor Workflow Possible Crystal Reports: Possible Crystal Reports: Sales ReportSales Report Workload ReportWorkload Report Tracking ReportTracking Report

Electronic Filing Level 1 Level 1 EasiestEasiest Scan paper and electronically transmit via a secure methodScan paper and electronically transmit via a secure method Planned in a future release of CountyCashierPlanned in a future release of CountyCashier Level 2 Level 2 Generate a digitized image and a separate data fileGenerate a digitized image and a separate data file Electronically transmit both files via a secure methodElectronically transmit both files via a secure method Level 3 Level 3 100% digital document with integrated data – ‘smart document’, XHTML100% digital document with integrated data – ‘smart document’, XHTML

Check 21 Check Clearing for the 21 st Century Act (Check 21) – October 28, 2004 Check Clearing for the 21 st Century Act (Check 21) – October 28, 2004 Impact on Banking Industry Impact on Banking Industry Less need to ship paper checksLess need to ship paper checks Faster clearance of checksFaster clearance of checks Impact on Retailer Impact on Retailer ‘Electronic Check Conversion’ equals electronic fund transfer‘Electronic Check Conversion’ equals electronic fund transfer Impact on Check Writer Impact on Check Writer Faster clearance on checksFaster clearance on checks