Customer Spotlight: Orangeburg County, South Carolina

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Posted: Saturday, May 18, 2013


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THOMSON REUTERS HELPS ORANGEBURG COUNTY SOLVE PROPERTY VALUE CAPPING CHALLENGE

GRM AUTOMATES CALCULATIONS AND ADAPTS TO CHANGING STATE REQUIREMENTS

Orangeburg County, an All-America County winner, strives to provide the bestOrangeburg Co SC services possible for residents and visitors. The County is located in central South Carolina and has a population of approximately 90,000 people and 66,000 land parcels. County services are administered from offices located in the city of Orangeburg.

The Challenge: Legacy Software and Legislative Updates

In 2008, the Orangeburg County tax assessor's office faced the reality that its legacy property tax-management software was reaching end-of-life status. In order to ensure continuity of public services and to take advantage of new and up-to-date technology, County Tax Assessor Jim McLean considered replacement solutions.

Thomson Reuters had provided support for the current system, which was a former Sabre solution that Thomson Reuters had acquired in the 1990s. With this established relationship, the County felt comfortable moving forward with an upgrade to a Thomson Reuters GRM solution.

"We fully trusted Thomson Reuters based on the support and expertise they provided on the Sabre system and felt converting to a new system on our own or with another solution provider would be risky," McLean said. "We also faced a deadline to deploy a new reassessment solution before the state of South Carolina enacted a property tax capping bill."

The bill, known as Act 388, greatly impacted the way the County conducts tax management by placing a limit on property value increases during reassessments. "We needed to deploy a system that would handle the new rules correctly, and it would have become a major challenge to maintain the system using manual processes or spreadsheets in future years," McLean said.

The Solution: Thomson Reuters Expertise Coupled with GRM Software

The Thomson Reuters team has extensive knowledge of South Carolina's property tax capping legislation due to its experience with counties across the state as well as in other states with similar legislation. Thomson Reuters was also the first solution provider in South Carolina to offer capping capability in its software.

McLean thus felt confident Thomson Reuters could provide the County's required expertise and technology. Additionally, Thomson Reuters knew the Sabre system well, and this would prove beneficial when migrating data into the new GRM solution.

Thomson Reuters recommended Orangeburg County upgrade its tax management system and address the South Carolina capping bill by deploying GRM ProVal, a comprehensive property appraisal solution featuring a highly-productive, integrated sketch package and an extremely accurate valuation engine for calculating property values.

The Deployment: A Collaborative Effort

The County experienced no significant downtime during the GRM implementation by working with the Thomson Reuters team to time upgrade activities so they would not impact workflow. "When deploying solutions, Thomson Reuters is always concerned about work stoppages and gives us priority service when issues occur," McLean said.

The onsite Thomson Reuters deployment team focused on configuring the system to work exactly as the County desired. Thomson Reuters also ensured the County could convert old data into the new system after making sure McLean approved the appearance of the data. "They always gave us options so we could make the best choice for us," McLean said.

After deploying GRM, the Orangeburg County staff migrated the data from the Sabre system. The implementation became more challenging when the South Carolina bill had some unclear stipulations regarding what the County should do in relation to capping.

"Thomson Reuters was working with several counties in South Carolina at the same time and collaborated with us to follow what the South Carolina State Department of Revenue requested," McLean said. "It helped to have experts guide us through this discrepancy. The Thomson Reuters team advised us on how to set up the system and ensure we complied with all the state requirements."

The Benefits: Legislative Compliance and Improved Customer Service

Since the initial GRM deployment was finalized to comply with Act 388, the solution has worked smoothly. In addition to handling the capping requirements, McLean also said the effective dating feature that GRM offers is a big plus.

"This allows us to continue working on historical items all year long," McLean said. "When working on year 2011 and then copying the data for year 2012, for example, we can't just send all our deeds at once. We need to do this continuously so that the transfer department does not have to wait on the tax roll and vice-versa. GRM gives us this ability, and we can see historical activity at any certain point of time-without keeping a whole new database. It's thus much easier now to enter deeds and track ownership."

Orangeburg County also deployed GRM eGovernment from Thomson Reuters, which allows the tax assessor's office to more efficiently update pages on the County website. Previously, changes and revisions would be delayed when the County went through an IT turnover.

"Updating data used to take a long time," McLean said. "Now it's seamless when we want our latest values to appear online. As we update our records daily, it automatically updates the website, allowing our constituents to access this data online. This saves us from hiring a full-time person to take calls, and citizens receive more timely information."

Another time savings feature is the database architecture within GRM that allows County staff to access information within the system quickly and efficiently. Now, if a citizen files a complaint, an appeal, or a request for a building permit, staff can quickly gather basic property info for the document header such as the owner, tax number, and address to provide better customer service to constituents.

"We had to keep making copies with the old database because we could not query live data," McLean said. "If we did, it would mess up the indexes and cause the program to stop working. But with the stable SQL database offered by GRM, we can query and pull the data into forms-such as mapping and building permits-with no negative performance on the live database."

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