PROPERTY TAX CONSULTANT LICENSING STATISTICS ADVISORY BOARD MEETING FEBRUARY 22, 2018
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1 PROPERTY TAX CONSULTANT LICENSING STATISTICS ADVISORY BOARD MEETING FEBRUARY 22, 2018 SENIOR PROPERTY TAX CONSULTANT FY 17 FY 10 New Licenses Issued Renewed Licenses Issued Total Population PROPERTY TAX CONSULTANT FY 17 FY 10 New Licenses Issued Renewed Licenses Issued Total Population
2 REAL ESTATE PROPERTY TAX CONSULTANT FY 17 FY 10 New Licenses Issued Renewed Licenses Issued Total Population COMBINED FY 17 FY 10 New Licenses Issued Renewed Licenses Issued Total Population
3 PROPERTY TAX CONSULTANTS CUSTOMER SERVICE CONTACTS FISCAL YEAR 2018 Calls s S E P T O C T N O V D E C J A N F E B M A R A P R M A Y J U N J U L A U G
4 Property Tax Consultants Advisory Council Enforcement Division Staff Report February 22, 2018 Key Statistics Shown below are key statistics for the Property Tax Consultants program and for all TDLR programs combined through December Fiscal Year Statistic PTC TDLR Number of cases opened: 5 3,012 Number of cases resolved: 2 2,928 Number of Agreed Orders: Total amount of penalties assessed: $0 $953,650 Total amount of penalties collected: $0 $420,903 Shown below are key statistics for the Property Tax Consultants program and for all TDLR programs combined for Fiscal Year Statistic PTC TDLR Number of cases opened: 10 12,054 Number of cases resolved: 14 12,405 Number of Agreed Orders: 0 2,309 Total amount of penalties assessed: $0 $5,250,179 Total amount of penalties collected: $0 $2,571,951 1 Enforcement Division February 22, 2018
5 PROPERTY TAX CONSULTANTS ADVISORY COUNCIL FEBRUARY 22, 2018 DIVISION UPDATES EDUCATION, EXAMINATION, AND SCHOOL SERVICES New Technology We are glad to welcome Dynamics, a new software that is replacing Touchpoint, our communication technology. Dynamics will allow us to filter s and questions from the PTC industry. The Examination Review Committee The ERC met on November 30, 2017 to review poorly performing items, referenced question items, and reviewed new question items. PERSONNEL UPDATES Please help us welcome our new Education Inspector for the North Region, Amy Henshaw. Amy joined the agency on January 3, Amy graduated from the University of Texas at Arlington with a bachelor and Masters in Criminal Justice. She holds a Cosmetology License and a Texas Civil Process Server Certification from the Executive Services and Investigators School. Amy career has gain her experience in home and facility inspections for alleged child abuse with the Texas Department of Family and Protective Services. Amy was the Manager for Procuts salon in Hurst TX. Please help us welcome Amy to the team. Please help us welcome Angela Angie Schmidt. She will take on the Driver, Offender and Safety Education Team Lead position effective January 16, Angela s Bachelor s degree is from Cameron University where she majored in Criminal Justice. She also has an Associate of Science degree from Lawton, Ok in Law Enforcement. Angela has worked for the Oklahoma Department of Human Services as a Child Welfare Supervisor for 7 years. She moved to Texas and worked at the Texas Department of Public Safety, as a Program Supervisor for the Handgun Licensing. She has scheduled, developed and provided instructional classes for more than 4,000 instructors. Angela s educational presentation skills for schools and community organizations will be an asset for TDLR s DES and Offender education industries.
6 PROPERTY TAX CONSULTANT STATISTICS AND TRENDS EXAMINATIONS (AS OF JANUARY 31, 2018) FY 2018 SEP OCT NOV Q1 DEC JAN FEB Q2 MAR APR MAY Q3 JUN JUL AUG Q4 TOT Pass Fail Total Rate 25.0% 83.3% 81.8% 71.4% 73.9% 0.0% 0.0% 73.9% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 72.7% FY 2017 SEP OCT NOV Q1 DEC JAN FEB Q2 MAR APR MAY Q3 JUN JUL AUG Q4 TOT Pass Fail Total Rate 37.5% 50.0% 40.0% 41.5% 52.4% 63.2% 90.0% 64.0% 75.8% 54.8% 47.1% 59.2% 33.3% 50.0% 33.3% 36.7% 52.5% FY 2016 SEP OCT NOV Q1 DEC JAN FEB Q2 MAR APR MAY Q3 JUN JUL AUG Q4 TOT Pass Fail Total Rate 38.9% 25.0% 71.4% 42.4% 70.8% 56.7% 61.1% 62.0% 50.0% 44.1% 55.0% 48.9% 44.1% 36.4% 25.0% 39.6% 51.4% Page 2 of 4
7 EXAMINATION PASS/FAIL RATES BY LICENSE TYPE FY 2018 (AS OF JANUARY 31, 2018) PASS FAIL TOTAL RATE 1Q SEPT OCT NOV PROPERTY TAX CONSULTANT % PROPERTY TAX CONSULTANT SENIOR % PROPERTY TAX CONSULTANT - ATTORNEY % Total % PASS FAIL TOTAL RATE Q2 DEC JAN FEB (AS OF JANUARY 31, 2018) PROPERTY TAX CONSULTANT % PROPERTY TAX CONSULTANT SENIOR % PROPERTY TAX CONSULTANT - ATTORNEY % Total % PASS FAIL TOTAL RATE Q3 MAR APR MAY PROPERTY TAX CONSULTANT PROPERTY TAX CONSULTANT SENIOR PROPERTY TAX CONSULTANT - ATTORNEY Total % PASS FAIL TOTAL RATE Q4 JUN JUL AUG PROPERTY TAX CONSULTANT PROPERTY TAX CONSULTANT SENIOR PROPERTY TAX CONSULTANT - ATTORNEY Total % Page 3 of 4
8 CONTINUING EDUCATION (AS OF JANUARY 31, 2018) FY 2018 SEP OCT NOV Q1 DEC JAN FEB Q2 MAR APR MAY Q3 JUN JUL AUG Q4 TOT COURSE APPROVALS ISSUED TOTAL COURSES FY 2017 SEP OCT NOV Q1 DEC JAN FEB Q2 MAR APR MAY Q3 JUN JUL AUG Q4 TOT COURSE APPROVALS ISSUED TOTAL COURSES FY 2016 SEP OCT NOV Q1 DEC JAN FEB Q2 MAR APR MAY Q3 JUN JUL AUG Q4 TOT COURSE APPROVALS ISSUED TOTAL COURSES Page 4 of 4
9 Compliance Division Staff Report Property Tax Consultants Advisory Council Meeting February 22, 2018 Public Outreach The Compliance Division is open to any opportunities for public outreach (conventions, conferences, association meetings, etc.) related to the Property Tax Consultants Program. We invite the board and others in the industry to please let us know when an opportunity arises. Please send an to:
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