appraisal & tax solutions cama residential€¦ · cama (computer-assisted mass appraisal) is a...

Appraisal & Tax Solutions CAMA Residential

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CAMA Residential

February 2012 i

Table of Contents

CAMA Residential Overview .................................................................................................. 1

What is CAMA? ............................................................................................................... 2

CAMA Tasks ............................................................................................................... 2

CAMA Transactions .................................................................................................... 3

Integration with AA and Tax Modules.......................................................................... 3

CAMA Sketch ................................................................................................................. 4

CAMA Customizable Forms ............................................................................................ 5

Baseline View of CAMA Residential ........................................................................... 5

Accessing the CAMA Residential Transaction ................................................................ 6

Basic Tasks You‟ll Use in CAMA Residential .................................................................. 9

Setting the Tax Year and Jurisdiction.......................................................................... 9

Loading a Parcel ......................................................................................................... 9

Searching for a Parcel .............................................................................................. 10

Adding a Record ....................................................................................................... 11

Undoing Changes ..................................................................................................... 11

Saving, Validating, and Committing Your Changes ................................................... 12

Deactivating/Reactivating Records ........................................................................... 12

Deactivate a Record .......................................................................................... 12

Viewing Deactivated Records ............................................................................ 13

Reactivate a record ................................................................................................... 14

CAMA Residential Transaction ............................................................................................. 15

The Residential Data Collection Worksheet .................................................................. 16

CAMA Residential Tasks .............................................................................................. 18

New Construction for a Residential Parcel .................................................................... 19

CAMA Residential Transaction ..................................................................................... 20

Maintaining Parcel Information ...................................................................................... 21

The Parcel Section of the Parcel Tab........................................................................ 22

Field Definitions ................................................................................................. 23

The Property/Location Factors Section of the Parcel Tab ......................................... 25


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ii Tyler Technologies Appraisal & Tax Solutions

The Miscellaneous Values Section of the Parcel Tab ............................................... 26


Maintaining Land Information ........................................................................................ 29

Field Definitions ........................................................................................................ 30

Maintaining Dwelling Information .................................................................................. 33

The Characteristics Section of the Dwellings Tab ..................................................... 34


The Other Features Section of the Dwellings tab ...................................................... 38


The Condo Section of the Dwellings Tab .................................................................. 39


The Pricing Ladder Section of the Dwellings Tab ..................................................... 41


Sample Cost Factor Calculation ............................................................................... 46

Maintaining Additions Information ................................................................................. 47

Buttons on this Tab................................................................................................... 48


Maintaining OBY Information ........................................................................................ 52

Buttons on this Tab................................................................................................... 53


Maintaining Assessment Information ............................................................................ 58

Sections of the Asmt Tab.......................................................................................... 58

Values Section .................................................................................................. 58

Totals Section ................................................................................................... 60

Flags Section .................................................................................................... 60

Overriding Assessment Values ................................................................................. 61

Override Codes ........................................................................................................ 61

ADD .................................................................................................................. 61

MAX .................................................................................................................. 61

MIN ................................................................................................................... 61

VAL ................................................................................................................... 61

PCT ................................................................................................................... 62


Maintaining Sales Information ....................................................................................... 64


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Maintaining Owners Information .................................................................................... 69

Grouping Owners...................................................................................................... 69

Adding Additional Owners ......................................................................................... 70

Entering a New Owner .............................................................................................. 70


Maintaining Legal Information ....................................................................................... 74


Maintaining Legal Description Information ..................................................................... 77

Buttons on this Tab ................................................................................................... 77


Maintaining Permit Information ...................................................................................... 79


Maintaining Entrance Information .................................................................................. 82


Maintaining Notes ......................................................................................................... 83



Maintaining Values Information ..................................................................................... 85



Appendices .......................................................................................................................... 95

Appendix A: Sketch Quick Start .................................................................................... 96

Starting the Sketch Application ................................................................................. 96

Quick Tour ................................................................................................................ 98

Close-up View of the Toolbar .................................................................................... 98

Sketch Components ................................................................................................. 99

Draw a Rectangle Using the Mouse ........................................................................ 100

Move the Drawing ................................................................................................... 102

Draw with Vectors ................................................................................................... 102

Vector Codes .......................................................................................................... 103

Basic Vector Drawing ............................................................................................. 104

Editing Drawings Using Vectors .............................................................................. 105

Shortcuts to Drawing Rectangles ............................................................................ 105

Vector Shortcut ................................................................................................ 105

Mouse Shortcut ............................................................................................... 105

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iv Tyler Technologies Appraisal & Tax Solutions

Drawing a Bow ....................................................................................................... 106

Bow Vectors .................................................................................................... 108

Drawing an Angle ................................................................................................... 109

Angle Vectors .................................................................................................. 110

Assigning a Line Number ....................................................................................... 111

Deleting a Drawing ................................................................................................. 112

Appendix B: Address Formats .................................................................................... 113

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1 CAMA Residential Overview

CAMA (Computer-Assisted Mass Appraisal) is a module within the iasWorld suite of applications. CAMA is a complete and accurate tool for the appraiser to set equitable property values.

In this chapter, you will learn how to:

Define CAMA

Identify CAMA transactions

Recognize tasks you can perform within CAMA

Understand the purpose of Sketch

Access the CAMA Residential transaction

Review basic Maintain tasks

CAMA Residential Overview

2 Tyler Technologies Appraisal & Tax Solutions

What is CAMA?

CAMA (Computer-Assisted Mass Appraisal) is a module within the iasWorld suite of applications. CAMA is a complete and accurate tool for the appraiser to set equitable property values.

CAMA maintains a database of property characteristics from which appraised value estimates are developed.

It supports the three approaches to value: cost, sales comparison (regression and comparable sales), and income, using valuation tables and algorithms that offer the appraiser flexibility and ease of use.

CAMA supports classification of properties, land, and improvements for purposes of determining the assessed values used in calculating taxes.

CAMA provides a variety of reports required for reviewing individual properties and assessing the performance of the valuation and review efforts.

CAMA Tasks

You can perform the following tasks for both residential and commercial properties within CAMA:

Enter detail including additions, new construction, and OBYs (outbuildings and yards) from residential and commercial data collection worksheets to update property characteristics for single parcels.

Enter detail for small groups of parcels within a neighborhood using the Advanced Parcel Copy function.

Record dwelling dimensions and create a property sketch to enable automatic calculation of total building area.

Apply single or multiple adjustments for the physical, functional economic, and market adjusted factors that affect property values.

Access an audit trail of all user changes to the Property Record Card.

Maintain current and historical parcel and associated reference data online.

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CAMA Transactions

CAMA is composed of several transactions related to property assessment and appraisal. See Appendix C for a flowchart of transactions used in entering new residential construction.

CAMA transactions include:

Multi-use for maintaining both residential and commercial property within the same transaction.

Residential for maintaining all aspects of residential property appraisal, including owner, legal, and assessment information.

Commercial for maintaining commercial appraisals, including owner, legal, and assessment information associated with the property.

Income for actual income detail of commercial rents and expenses, calculated income values, and final appraised values

Manufactured Homes for maintaining appraisal information for manufactured or mobile homes.

Condominium Complex for maintaining descriptions and values for individual condominium complexes.

Notes for maintaining comments about properties and appraisals.

Sales History for viewing and updating parcel sales information.

Integration with AA and Tax Modules

The following diagram illustrates how CAMA integrates with the AA and Tax modules to enable government agencies to assess, calculate, and collect taxes.



CAMA Sketch

One of the features available within CAMA is Sketch. Sketch is a powerful drawing tool provided with Maintain for creating, editing, and viewing vector sketches. Using either your mouse or vector codes, you can quickly and easily draw complex property sketches of multiple stories that include angles, bows, and other unique architectural features.

Using Sketch, you can show the current building footprint of all additions as well as new additions, new construction or OBYs. The Square Foot Living Area (SFLA) added in Sketch will be recorded and values will be automatically calculated and recorded within the appropriate tabs.

For complete details, see the Sketch User Guide on the Maintain product portal. For a Quick Start Guide to Sketch, see Appendix A of this manual.

http://tylershare/sites/dayton/product/User%20Guides/Forms/AllItems.aspx

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CAMA Customizable Forms

Most Maintain forms are customizable, enabling your System Administrator to design forms tailored to your company‟s unique requirements. Fields can be moved within the transaction template, mimicking current data entry keystrokes.

Baseline View of CAMA Residential

This user guide provides a baseline view of the CAMA Residential transaction. Be aware that the forms and transactions used at your organization may vary somewhat from the ones shown as examples in this guide. Also, some forms cannot be modified due to technical limitations.

The forms editor enables the System Administrator to customize most forms to fit your organization‟s needs.



Accessing the CAMA Residential Transaction

The CAMA Residential transaction is accessed from within the Maintain application.

Follow these steps to access CAMA Residential.

1. Start the iasWorld application.

2. Log in with your Sign-in Name and Password.

3. Click .

4. The iasWorld home page with the Dashboard displays.

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5. If applicable, select your Role from the drop-down list.

6. Select Maintain from the iasWorld main menu bar.

The Maintain home page displays.

7. Expand the CAMA category by clicking on it.

8. Select the Residential transaction by double-clicking on it. If you prefer, you can select it and click Open.



The Residential transaction opens. If you had previously been working in another transaction during your current iasWorld session, that same parcel is carried over to this transaction.

Double-click the Residential

option on the expanded CAMA category.

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Basic Tasks You’ll Use in CAMA Residential

Let‟s do a quick review of basic transaction tasks before we begin working with the CAMA Residential transaction.

Setting the Tax Year and Jurisdiction

Before you begin reviewing or editing parcel data in a transaction, you should make sure the tax year and jurisdiction are correct on the Transaction Header. When you select a tax year, only the data for that tax year is accessible, and your modifications apply to that tax year only. When you select a jurisdiction, you can query or modify parcels only in that jurisdiction.

After you select a tax year or jurisdiction, you remain working on it until you make another change or sign out of the system.

Loading a Parcel

A Parcel ID search field is conveniently located in the Parcel ID pane at the top of the Transaction page, enabling you to easily jump to a parcel when you know the exact ID. This Parcel ID search field displays whenever you select any parcel-based transaction from the Transaction Menu.

1. In the Parcel ID search field, enter the full Parcel ID of the parcel you want to open. You do not have to include any hyphens in the number.

2. Click the Get Data button.

If the lookup is successful, the parcel loads.

Select a tax year.

Select a jurisdiction.



Searching for a Parcel

The Maintain basic search feature enables you to search on a wide variety of search types, using parcel or other key data.

1. Click the Search link in the Transaction header bar to display the search pane.

2. From the Search Type drop-down list, select the type of search to perform.

3. Enter your search criteria into the text boxes

4. Click . Your search results display in the Search Results list. You can load the parcel you want by clicking the blue link.

5. To perform a new search, click to clear your search terms and repeat steps 3-5.

Select a search type from the drop-down list.

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Adding a Record

An easy way to add a new record in a transaction is using the Add Record button.

1. Open the transaction and tab in which you want to add a new record.

2. Click the Add Record button.

3. Enter data as required for that record. Required fields are flagged with a red asterisk.

Undoing Changes

Changes to a record are permanent once you‟ve committed the transaction to the database. Up to that point, however, there are some ways to undo changes.

As long as you have not yet committed, you can:

Undo changes to individual records before saving using the Undo all screen

changes icon.

Delete newly added records before saving using the Delete this record icon.

Undo all changes to saved or validated transactions using the Abandon button on the toolbar.

Abandon a transaction from the Saved Transactions list using the button.

Undo changes by pressing the [Esc] key before saving or validating.



Saving, Validating, and Committing Your Changes

You can save your work on a transaction in three ways, with different types of permanence. Three buttons on the toolbar enable you to easily perform these functions.

Save to temporarily save your changes to a working area.

Validate to validate the calculations and save to the working area.

Commit to validate the calculations and commit the changes to the database.

Deactivating/Reactivating Records

Maintain enables you to deactivate records that are no longer needed, such as when splits, combinations, and annexations occur. The deactivated records become viewable, but not editable. If needed, the deactivated record can be reactivated at any time.

Deactivate a Record

Follow the steps below to deactivate a record.

1. In the Transaction record list, click the Current link in the Record column of

the record you want to deactivate. You can also click the Deactivate button on the toolbar.

2. In the calendar that displays next, select the date on which the record should deactivate.

Click the Current link.

Move forward and backward through the months and years with these arrows.

When the correct month and year is displayed, pick a date.

Double-click this blue bar to select other months and years.

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In the record list, the Current link changes to “Deactivated.”

3. Click the Commit button to commit your changes to the database.

Viewing Deactivated Records

To view deactivated records, you must turn on the display of deactivated records on the Transaction header.

1. On the Transaction Header, click the Deactivated checkbox.

2. You'll now be able to see the deactivated records on the Transaction screens. When you click in the record list, any deactivated records display in red.

The record now displays as deactivated.

If you haven‟t saved yet, you can cancel the deactivation by clicking the red arrow.

Click the Deactivated checkbox.



Reactivate a record

Occasionally you may need to reactivate a record that you deactivated.

1. Open the transaction that contains the deactivated record.

2. In the Transaction Header, click the Deactivated checkbox so that deactivated records display.

3. You should now be able to view deactivated records in the record list.

4. Select the record and click the Deactivated link in the record list.

5. A dialog box asks for confirmation to reactivate the record. Click OK.

The record is now available for editing again.

6. Click the Commit button to commit your changes to the database.

Click the Deactivated box.

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2

CAMA Residential

Transaction

The CAMA Residential Transaction is composed of thirteen tabs from which appraised values are developed.

In this chapter you will learn how to:

Recognize the characteristics of residential parcels that are collected on data collection worksheets

Maintain parcel information

Maintain land lines

Maintain dwelling information

Maintain dwelling additions

Maintain outbuilding and yard items

Review/Override assessment values

Maintain sales information

Maintain owner information

Maintain legal information

Maintain legal descriptions

Maintain permits

Maintain entrance information

Review/override appraised values

CAMA Residential Transaction


The Residential Data Collection Worksheet

Appraisers collect data on data collection worksheets. No matter what type of residential or commercial data collection worksheet your organization uses, CAMA automates the building cost calculations, eliminating the need for you to consult publications.

Residential worksheets are designed for collecting and verifying residential building data, including land and building characteristics.

General parcel characteristics collected on residential worksheets include:

Parcel Utilities View

Waste Disposal Topography

Water Source Site Description

Street Type Landscaping

Street Improvements Land Shape

Sidewalk Land Size Description

Curb Descriptive Land Factors

Specific building characteristics collected include:

Construction Type Basement Floor Finish

Building Use Basement Wall Finish

Story Height Basement Ceiling

Design/Style Special Basement Rooms

Roof Type Interior Wall Finish

Roof Material Interior Floor Finish

Exterior Finish Attic

Garage - # of Cars Electric

Garage Type Heating Source

Driveway Interior Condition

Exterior Condition Kitchen Remodel

Foundation Material Bath Remodel

Foundation Construction

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Residential features collected include:

Plumbing Air Conditioning

Fireplaces Attics and Dormers

Built-in Appliances Finished Basement

Heating Systems Exterior Finish

OBYs (Outbuilding and Y items) collected include:

Main Structure Agricultural Building

Detached Garage

Shed



CAMA Residential Tasks

The CAMA Residential transaction enables you to perform the following tasks:

Transfer data from the data collection worksheets to fully describe the parcel on the Parcel tab.

Transfer data from the data collection worksheets to fully describe the land for the parcel. (Land tab)

Transfer data from the data collection worksheets to fully describe the structures on a parcel. (Dwellings, Additions, and OBY tabs).

Use the Sketch application to create area vector strings that describe the dwellings, additions, and OBYs for a parcel. Input used to create the areas is taken from sketches on the data collection sheets. (Additions and OBY tabs)

Transfer data from the data collection worksheets to record inspections and means of entrance. (Permits and Entrances tabs).

Specify the approach to valuation and calculate a total value for the parcel. (Value tab)

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New Construction for a Residential Parcel

The flowchart below shows the typical order in which you might complete the CAMA Residential transaction tabs when you are creating a new residential building. This is only a suggestion, however. Depending on the setup of your site, you may need to complete the tabs in a different order.

In this user guide, we have chosen to explain each tab in the order in which it appears across the transaction, with the exception of the Values tab, which is usually completed last.




Using the CAMA Residential transaction, you can create new residential buildings, including additions and outbuildings. Thirteen tabs are possible with this transaction:

Values for choosing a valuation method and viewing a parcel‟s value.

Parcel for recording general parcel characteristics, such as location, usage codes, zoning, and neighborhood.

Land for adding land lines and maintaining land information for a parcel.

Dwellings for entering all the details about a parcel‟s main dwellings.

Additions for recording the details about additions to the main dwellings, such as porches, decks, carports, garages, and other items.

OBY for adding outbuilding and yard items such as barns, fences, gazebos, and pools.

Asmt for viewing the calculated values associated with a parcel, including assessed, net, and taxable land and building values, as well as adjustments to the assessed values. You have the option of overriding these values on this tab.

Sales for entering all the information about a parcel sale, including the book and page, sale date, sales price, deed transfer number and recording dates, and instrument type.

Owners for viewing and maintaining basic information about all the owners of a parcel, including name, address, and owner type information for a parcel.

Legal for recording legal data about the property, including taxing district, subdivisions, and condos.

Legal Desc for recording the legal description of a property.

Permits for maintaining building permits on the property.

Entrances for recording the details about any entrances gained to the property for purposes such as an appraisal or survey.

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Maintaining Parcel Information

Though you are brought to the Values tab when you open the CAMA Residential transaction, it is best to view that tab last to review your final appraisal values.

Begin the CAMA Residential transaction by reviewing the information on the Parcel tab.

The Parcel tab is divided into three sections:

Parcel

Property/Location Factors

Miscellaneous Values

Click the Parcel tab.



Follow these steps to maintain parcel information.

1. In the CAMA Residential transaction, click the Parcel tab.

2. Modify the displayed information in the Parcel, Property Location/Factors, and Miscellaneous Values sections as required.

3. When you have finished entering data on this tab, you can click the Validate

button to confirm the data entry and calculations.

4. When you have finished entering data on all tabs, click the Commit button to save the records to the database.

The Parcel Section of the Parcel Tab

The Parcel section of the Parcel tab contains fields for recording general parcel characteristics, such as location, usage codes, zoning, and neighborhood.

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Field Definitions

The following table lists the fields in this section of the tab.

PARCEL TAB / PARCEL SECTION

Field Description Required?

Alternate ID Alternate ID number for the parcel. For instance, a three-parcel unit may be linked to a larger parcel number that you can identify here.

N

Property Location Street address of the parcel, defined using the following six fields:

Address number

Address number extension

Direction

Name of the street

Street suffix

Second street suffix

N

Description Drop-down list of additional descriptions of the address as an apartment, building, P.O. Box, unit, etc. Used in combination with the Building/Unit #. For example, P. O. Box 31334.

N

Building/Unit # In combination with the Description, this field enables you to enter the actual number of the apartment, building, P.O. Box, unit, etc.

N

City/State City and state of the parcel. N

Zip ZIP Code of the parcel. Filling in the Zip code automatically fills the city and state.

N

Map/Routing Map/routing number, described in four fields:

Map Prefix

Map Suffix

Routing Prefix

Routing Suffix.

N

Field Review Flag Select the flag from the drop-down list. N

Land Use Code Enter the Land Use Code (LUC) or click the

Lookup button to look up the code.

The field within the brackets is for multiple uses on the property. Enter an X to indicate the parcel has more than one use.

Y

Class Class of the parcel. N

Living Units Number of apartments in the building. N





Neighborhood Enter the neighborhood code or click the Lookup button to look up the code. A parcel‟s neighborhood is an important part of market analysis, so be sure to enter the correct code. The Neighborhood code is often broken down into a primary neighborhood of five characters and a sub-neighborhood of three characters.

Y

Total Cards The number of separate cards with this parcel. This field is calculated by the system.

N

Municipality Enter the municipality code or click the Lookup button to look up the code.

N

Zoning Enter the zoning code or click the Lookup button to look up the code.

N

Calculated CAMA Acres

Number of acres calculated automatically using data on the CAMA Land tab.

N

Override Taxdist (Income)

Enter an override income tax district code or click the

Lookup button to look up the code. The Income Tax District determines the effective rate tax code that is used with the district code to provide the correct effective tax rate for computing the income approach to value. This is advantageous when parcels with the same tax district code have different rates or pro-rata share in combination with school and multiple taxing jurisdictions. This helps incorporate village taxes to calculate a sound income value for the County. The field should be left blank unless an override is needed.

N

Acres Total parcel acres for the acre table look-up should be entered here when the Computer Assisted Land Pricing (CALP) size adjustment factor is used.

N

Agriculture Use Enter “Y” (Yes) or “N” (No) to indicate whether the parcel is for agricultural use.

N

Note Codes / Note Codes 2

Select note categories from the two drop-down lists. N

Notes Four fields of 40 characters each enable you to enter notes about the parcel.

N

Restrictions Select the restrictions on the parcel from the three drop-down lists.

N

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ZFAR (Zoned FAR). Zoned Floor Area Ratio = [allowable floor area of an improvement] ÷ [total land area of the property]. Read-only.

N

PFAR (Proffered FAR), if any negotiated FAR. (Informational only.) The first field is PFAR, and the 2

nd field is PFAR

square feet.

N

AFAR (Actual FAR). Determined by the amount of development that has already taken place. The result of the following calculation: Units (total building area) ÷ Total Land Sq. Ft. The first field is actual AFAR, and the 2

nd field is AFAR square feet. Read-only.

N

The Property/Location Factors Section of the Parcel Tab

The Property/Location Factors section of the Parcel tab enables you to enter parcel characteristics in three categories: property factors, location factors, and parking.

Field Definitions


PARCEL TAB / PROPERTY/LOCATION FACTORS SECTION


Property Factors

Topo(graphy) Select the topography characteristics from the four drop-down lists.

N

Utilities Enter up to three utility codes or click the Lookup button to look up the codes. Entering a “1” represents that the property has all the available utilities.

N



PARCEL TAB / PROPERTY/LOCATION FACTORS SECTION


Roads Enter up to two description codes for the roads or click

the Lookup button to look up the codes.

N

Traffic Select a code representing the property traffic factor. N

Location Factors

Fronting Select the type of property fronting. N

Location Enter a location code or click the Lookup button to look up the codes. The description will automatically display under the code.

N

Spot Loc. Enter the percentage that the land value should be adjusted for this parcel because of the location.

N

Parking

Type Select a description of the type of parking. N

Quantity Select a description of the number of parking spaces. N

Proximity Select a description of the closeness of parking spaces. N

The Miscellaneous Values Section of the Parcel Tab

In the Miscellaneous Values section of the Parcel tab, you can enter data for the tieback parcel, miscellaneous buildings, and gross buildings.

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Field Definitions


PARCEL TAB / MISCELLANEOUS VALUES SECTION


Tie Back

Parcel Tie Back Enter the parcel tie back number. This field can be used to indicate the condo master number, primary parcel in a group, or any other related parcel ID.

N

Code Select a Tie Back code. Codes 1 and 4 are reserved and affect the calculation of the land value and the building value.

Tie Back Code 1 = Condominium master value only, based on common interest percent.

Tie Back Code 4 = Percent of Condominium Master value plus unit value.

N

Common Int. Land (%)

Enter the percent of common interest land.

This represents the percentage of the tieback‟s land value that will be allocated to the parcel when the tie back code equals 1 or 4. The label is user-defined.

N

Common Int. Bldg. (%)

Enter the percent of common interest on the building.

This represents the percentage of the tieback‟s building value that will be allocated to the parcel when the tie back code equals 1 or 4. The label is user-defined.

N

Misc Buildings

Misc. Buildings Number

Enter a number for the miscellaneous building. N

Field Reference Enter a field reference number up to 10 characters. N

Value Enter the miscellaneous building value. This amount will be added to the Misc and OBY cost values in CAMA appraised values.

N

NBHD Factor Enter the neighborhood cost factor. N

Adjusted Value The adjusted miscellaneous building value is calculated as Value x Cost Factor. This value is added to the Appraised Bldg value on the Values tab.

N

Gross Buildings

Description Enter the gross building description. N



PARCEL TAB / MISCELLANEOUS VALUES SECTION


Value Enter the total Gross Building value. This amount will be added to the Misc and OBY cost values in CAMA Appraised Values.

N

Reason for Change Select the reason for the change in value. N

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Maintaining Land Information

Use the Land tab to add land lines and maintain land information for a parcel. There is no limit to the number of land lines allowed per parcel. You can add, change and deactivate land records if you have update security privileges.



Follow these steps to add a new land line.

1. In the CAMA Residential transaction, click the Land tab.

2. Click Add Record to add a new record for a land line.

3. A new blank record displays. Complete the fields necessary to describe the new line, following the field definitions described in this topic.




Field Definitions

The following table lists the fields in the Land tab. Complete these fields for each record on the Land tab.

LAND TAB


Land Line Details

Land Line # This is the number of the land line record, automatically assigned by the system when you add a new land line record.

Y

Land Type Select the land type:

A: Acreage F: Front Foot G: Gross S: Square Foot U: Units

After you select the land type and enter the Land Code in the next field, the cursor jumps to the correct measurement field when you press [TAB]. If the land type is G: Gross, you must enter the gross value in the Override field of the Tables Rates section.

Y

Land Code Enter the land code or click the Lookup button to look up the codes. The description automatically displays next to the code.

Y

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LAND TAB


Front Footage

(for Land Type = F)

If the Land Type is F: Front Foot, enter:

Actual (actual frontage)

Effective (effective frontage)

Depth: The default depth table will be populated, but can be overwritten.

Depth Tbl: Read-only field showing the depth table from the depth adjustments table in CAMA CALP setups.

N

Depth factor Read-only field showing the depth factor that has been retrieved from the depth table in CAMA CALP Setups.

N

Acre size Adj The factor applied to the land value from the acre size adjustment table for land codes requiring adjustments.

N

Acres

(for Land Type = A)

If the Land Type is A: Acres, enter the number of acres. As sizes are entered, alternate measurements will be automatically calculated where possible and can be overridden by moving the cursor to the desired field.

N

Square Feet

(for Land Type = S)

If the Land Type is S:Square Foot, enter the number of square feet.

N

Units

(for Land Type=U)

If the Land Type is U:Units, enter the number of units. N

Zoning Enter the zoning code or click the Lookup button to look up the codes. This zoning code enables you to further break down the land cost models by an individual land line zoning code, rather than a parcel zoning code.

N

Influence Factors Enter any positive or negative influence percents in the two fields provided. These fields indicate a positive or negative percent that impacts the value of the land and adjusts the value driven from the tables accordingly. For example, enter -50 to adjust the land value by a negative 50%.

N

Influence Reason Select reasons for the influence factor from the two drop-down lists.

N

Exemption Pct Enter the land exemption percent. N

Value The actual value of the exemption, calculated automatically after a percent is entered in the Exemption Pct field.

N



LAND TAB


Notes Enter any notes about the exemption. One field with 40 characters is provided

N

Reason for Change Select the reason for any changes you made on this tab.

N

Table Rates Read-only default rates from the cost tables for:

Base Model Size: model used to calculate income values.

Base Rate: base rate of the land, originally retrieved from the model.

Incr Rate: incremental rate of the land, originally retrieved from the model.

Decr Rate: decremental rate of the land, originally retrieved from the model.

Value: calculated value of the land line using the retrieved rates or override rates, if entered.

N

Override These fields enable you to override the rates shown in the default table rate fields.

Note: At a jurisdiction level, the override fields can be hidden so that overrides are never permitted.

N

Models Read-only default rates for:

Nbhd

Model Type

Zoning

Location

Factor

N

Summary Totals (Read-only)

Total Value Calculated value of all the land lines in the parcel. Read-only.

N

$ / SF Calculated value per square foot. Total land line value ÷ total land line square feet. Read-only.

N

$ / Unit Calculated value per unit. Total land line value ÷ total land line units. Read-only.

N

Total Acres Total acres from all land lines. Read-only. N

$ / Acre Calculated value per acre for all land lines. Total land line value ÷ total number of acres. Read-only.

N

Deeded Acres Total deeded acreage of all land lines. Read-only. N

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Maintaining Dwelling Information

Use the Dwellings tab to enter all the details about a parcel‟s dwellings. The tab is divided into four sections: Characteristics, Other Features, Condo, and Pricing Ladder.



Follow these steps to add a new dwelling.

1. In the CAMA Residential transaction, click the Dwellings tab.

2. Click Add Record to add a new record for a dwelling.

3. Complete the fields necessary to describe the new building, following the field definitions described in this topic.




The Characteristics Section of the Dwellings Tab

In the Characteristics section of the Dwellings tab, you can enter the basic features of the dwelling‟s rooms, age, rent, physical condition, and living accommodations.

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February 2012 35

Field Definitions


DWELLINGS TAB / CHARACTERISTICS SECTION


Card # Corresponds to the record number of the dwelling. Assigned automatically by the system when a new dwelling record is added. The first dwelling is on Card #1, the second dwelling is on Card #2, and so on. Read-only.

N

Valuation Method Enter the valuation method D (for dwelling) or C (for

Condo). Or click the Lookup button to look up the codes. The description automatically displays next to the code.

N

Story Height Select the number of stories in the dwelling. N

Construction Enter the construction code or click the Lookup button to look up the codes. The description will automatically display next to the code. If this field is left blank, it defaults to a value of 1. This default value is used in cost schedules for the property.

Y

Style Select the dwelling style from the drop-down list. N

Record Type Select the record type from the drop-down list: R for Real Property or P for Personal Property.

Y

Year Built Enter the year that the dwelling was built. If the owner or tenant does not know the actual year, enter the best estimate based on the known age of similar properties in the immediate area.

Y

Effective Year Enter the year that represents the dwelling‟s age relative to the valuation date. This year overrides the Year Built when calculating depreciation. This entry is based on the structure‟s condition and remaining life. It may be greater or less than the structure‟s actual age.

N

Remodeled Enter the year the dwelling was remodeled. In the field next to it, select the percentage that it was remodeled.

N

Kitchen Remodeled Select Yes or No. N

Bathroom Remodeled

Enter 1 for Yes or 2 for No. N





Lower level Select the option to indicate the presence of a lower level. If this field is left blank, it will default to a value of 1. This default value will be used in cost schedules for the property.

N

Override Model You can override the default model for the dwelling here. For instance, for a single-wide mobile home where the width is less than twenty feet, enter a 1. For a double-wide mobile home that has a width greater than 20 feet, enter a 2.

N

Heating Select the heating code or click the Lookup button to look up the codes. The description will automatically display next to the code. If this field is left blank, it will default to a value of 1. This default value will be used in cost schedules for the property.

N

Heating Fuel Type Enter the heating fuel type. N

System Enter the code for the type of heating system. N

Attic Enter the code for the attic or click the Lookup button to look up the codes. The description will automatically display next to the code. If this field is left blank, it will default to a value of 1. This default value will be used in cost schedules for the property.

N

Physical Condition Select the dwelling physical condition. N

Interior vs. Exterior Condition

Select the condition of the interior compared to the exterior.

N

Building Use Code Enter the building use code. N

Living Accommodations

Total Rooms Enter the total rooms, not including bathrooms, hallways, or closets.

N

Bedrooms Enter the number of bedrooms. N

Family Rooms Enter the number of family rooms. N

Full baths Enter the number of full baths. N

Half Baths Enter the number of half baths. N

Additional Fixtures Enter the number of additional plumbing fixtures (extra bathroom sink, bidet, hot water heaters, wet bar, etc.)

N

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February 2012 37



TOTAL FIXTURES Calculated by the system. Total Fixtures is calculated as the number of full baths times three, plus the number of half baths times two, plus the number of additional fixtures, plus the additional fixtures in the factors table.

N

GRM

GRM Gross Rent Multiplier assigned to the neighborhood on the CAMA General Neighborhood Parameters setup. Read-only.

N

GRM Flag Flag indicating whether the economic rent is annual or monthly. Read-only. This flag is also pulled from the CAMA General Neighborhood Parameters setup.

N

Economic Rent Enter the monthly or annual rent total, depending on the flag.

N

Units Enter the number of units on which rent is collected. N

GRM Factor Displays the GRM (Gross Rent Multiplier) Factor, an adjustment to GRM value set by the neighborhood and/or class.

N

GRM Value GRM × Economic Rent × Units × GRM Factor = GRM Value. Calculates automatically.

N



The Other Features Section of the Dwellings tab

In the Other Features section of the Dwellings tab, you will enter the measurements of certain interior items, and record information about the fireplaces and garage. Several

user-defined fields are available. The arrow ( or ) on the right side of the section bar expands or collapses the section.

Field Definitions


DWELLINGS TAB / OTHER FEATURES SECTION


Masonry trim

Unfin. Area

Rec Room

Fin Bsmt Liv Area

Enter dimensions as either width and length, or square feet area. The area calculates automatically if width and length are entered. Values also calculate automatically.

N

Bsmt Garage # Cars Enter the number of cars the garage will hold, if a

basement garage is present, or click the Lookup button to look up the codes. The description automatically displays next to the code. The value of the basement garage calculates automatically.

N

Misc Desc Enter a miscellaneous description code in one of the

two available fields, or click the Lookup button to look up the codes. The description automatically displays next to the code. This is for items such as hot tubs, elevators, etc. The value of the miscellaneous item calculates automatically.

N

Quantity Enter the quantity of the miscellaneous item you entered.

N

Value After validation, the value of the basement garage cars and the miscellaneous items calculates automatically.

N

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February 2012 39

DWELLINGS TAB / OTHER FEATURES SECTION


Fireplaces

WBFP Stacks Enter the number of brick wood-burning fireplace stacks.

N

Openings Enter the number of openings in the brick wood-burning fireplace stacks.

N

Add‟l stories of stack (WB)

Enter the number of additional stories in the brick wood-burning fireplace stacks.

N

Prefab fireplace Enter the number of prefab fireplaces. N

Add‟l stories of stack (PF)

Enter the number of stories in the prefab fireplace stacks.

N

Value After validation, the value of all the fireplaces is automatically calculated.

N

The Condo Section of the Dwellings Tab

If the property is a condo, enter the condo details in this section. Setting the valuation method to “C” (condo) in the Characteristics section triggers a condo-specific cost calculation.

Field Definitions


DWELLINGS TAB / CONDO SECTION


Complex No Enter the number of the condominium complex or click

the Lookup button to look up the codes. The complex name will display automatically in the Name field if the complex number is present in the database.

N

Unit # Enter the condo unit number of this parcel. N



DWELLINGS TAB / CONDO SECTION


Name The name of the complex that displays automatically if a complex number is entered that exists in the database.

N

Type Select the type of condo or click the Lookup button to look up the codes.

N

Level Enter the level of the condo.

00 — lower level 01 — first floor 02 — second floor, etc.

N

View Select the condo view from the drop-down list; for example, ocean view, no view, negative view.

N

Notes Enter any notes you wish about the condo on the two 40-character lines.

N

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February 2012 41

The Pricing Ladder Section of the Dwellings Tab

In the Pricing Ladder section of the Dwellings tab, you can enter adjustments that affect the value of the dwelling, such as market, exemption and depreciation adjustments. Two read-only areas of this section display the various cost factors and calculated costs.



Field Definitions


DWELLINGS TAB / PRICING LADDER SECTION


Class Select the class of the dwelling (if different from the overall parcel class).

N

Grade Enter the grade code of the dwelling or click the Lookup

button to look up the codes. The description automatically displays next to the code.

Y

Neighborhood Grade

Displays the default grade for the neighborhood. N

CDU (Condition, Desirability, and Utility)

Select the appropriate condition, desirability, and utility code if different from the neighborhood default.

N

Neighborhood CDU Displays the default neighborhood CDU. N

Market Adjustment Enter a depreciation market adjustment (override) as a percentage. If you enter 90, the dwelling RCN is calculated at 90% value, meaning the dwelling is depreciated by 10%.

If no override is entered, the cost program uses the depreciation percent from the cost table.

N

Reason for Change Select the reason that a market adjustment is being made.

N

Pct Complete If the dwelling is not yet complete, enter a percentage of completion.

N

Reason for Change Select the reason that a percentage complete adjustment is being made.

N

Code/Description Select the Cost and Design (C&D) code and description from the drop-down list.

N

Factor Enter the C&D Factor (cost and design factor) percentage as either a positive or negative factor. For example, -10 reduces the Replacement Cost New (RCN) by 10 percent. If a +10% is desired, the + is not necessary. The numbers are recognized as positive unless the - sign is used.

N

Exemption % Enter the exemption percentage adjustment.

This percent is a dwelling-level override to the percentages entered on other CAMA tabs. The override

N

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February 2012 43



percentage is applied to both land and building. Exemption is a user-defined label that may be defined by your System Administrator.

Value Exemption value calculated automatically after you enter an Exemption percentage.

N

Functional Enter the functional depreciation percentage. This number reduces the system-calculated cost table depreciation amount. For example, entering 90 reduces the Base RCNLD amount on the right-side of the tab by 10%.

N

Reason Select a reason for the functional depreciation. N

Economic Enter the economic depreciation as a percentage. This number reduces the system-calculated cost table depreciation amount. For example, entering 90 reduces the Base RCNLD amount on the right-side of the tab by 10%.

N

Reason Select a reason for the economic depreciation. N

Cost Factors Section (Read-only)

Cost Model Cost model number. This is either 1 (Residential) or 0 (Commercial). From the DWELDAT table, this should almost always be a 1. Read-only.

N

Area Factor Cost factor adjustment that varies by type of area. Read-only.

N

Adjusted Area Dwelling area used for calculations; sometimes adjusted for ½ heights. Read-only.

N

Story Hgt Factor Amount by which the area of the main dwelling is multiplied to achieve the proper square footage. Read-only.

N

Construct Factor Cost factor multiplier used for construction variances; for example brick vs. frame. Read-only.

N

Grade Factor Cost factor multiplier used for variances in grades. Read-only.

N





Table % Good The first box indicates the cost table depreciation percentage. For example, 63% indicates that the RCN would be reduced by 37% to calculate the RCNLD. Read-only.

The second field holds a value when the user has entered a Market Adjustment percentage. This percentage takes precedence over the amount in the first box.

N

GFLA Ground floor living area in square feet. Read-only. N

Addition Area Square feet of any living-area additions. Read-only. N

Total SFLA Total square feet of the living areas, including the additions. Read-only.

N

Foot Print Square feet of the main dwelling only from the A0 level. Read-only.

N

Total Under Roof Total square footage of the dwelling under roof. Read-only.

N

Dwelling Value This value is the Total RCNLD (Replacement Cost New Less Depreciation) less the reductions for Dwelling Percent Complete, and the Dwelling Factor. Read-only.

N

Cost Ladder Section (Read-only)

Adjusted Base Adjusted base value of the main dwelling. Read-only. N

Plumbing Value of the plumbing features added. Read-only. N

Lower Level Value of the basement features added. Read-only. N

Heating Value of the heating/air conditioning features added. Read-only.

N

Attic Value of the attic features added. Read-only. N

Other Features Value of the other features added, such as fireplaces, hot tubs, etc. Read-only.

N

Dwelling Subtotal Calculated value of the dwelling including additional features. Read-only.

N

Additions RCN Replacement cost new of all the additions. Read-only. N

User Fctr/C&D The first number is the user factor; the second is the Cost & Design factor. Read-only.

N

User Amount Calculated amount of the User/C&D factors. Read-only. N

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February 2012 45



Base RCN: The base replacement cost value of the dwelling including additions, before depreciation. Read-only.

N

Local Multiplier Cost factor multiplier related to the local area. Read-only.

N

Dwelling RCN Base RCN multiplied by the Local Multiplier. Read-only. N

Total RCN Displays the total of the RCN. The system calculates the total by using the method chosen by your jurisdiction. Read-only.

N

RCN/SF Calculation of the Total RCN divided by the square footage. For a condominium, the System divides the Condo Unit Adj Value by the square foot living area.

N

Base Dwelling RCNLD

Base dwelling replacement cost new less depreciation, not including additions. Read-only.

N

Additions RCNLD Replacement cost new less depreciation of all the additions. Read-only.

N

Total RCNLD Total of the Base Dwelling RCNLD plus the Additions RCNLD. Read-only.

N

RCNLD/SF The replacement cost new per square feet calculated as: Total RCNLD divided by the Total SFLA. Read-only.

N

Dwelling Percent Complete

The percentage that the dwelling is complete. The Total RCNLD is multiplied by this number and the Dwelling Factor to arrive at the Dwelling Value. Read-only.

N

Dwelling Factor County or municipality governed factor. The Total RCNLD is multiplied by this number and the Dwelling Factor to arrive at the Dwelling Value. Read-only.

N

Dwelling Value The value of the dwelling, calculated by taking the Total RCNLD and multiplying it by the Dwelling Percent Complete and the Dwelling Factor. The value is then rounded to the nearest 100 (or the figure set by your System Administrator). Read-Only.

N

Condo Unit Base Value

For condos, this is the base value per unit. N

Condo Unit Adj Value

Condo value per unit after adjustments. N



Sample Cost Factor Calculation

This screen shows an example of a Dwelling Value calculation. We've changed our original Pricing Ladder to show it as 80% complete so you can see how the values were calculated.

233,440 Dwelling RCN

* .56 Table % Good

= 130726 Base Dwelling RCNLD

+ 6496 Additions RCNLD

= 137222 Total RCNLD

* .80 Dwelling Pct Complete

109,800 Dwelling Value

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Maintaining Additions Information

From the Additions tab, you can see a list of all existing additions to the parcel and add detail about any new additions. The area of the main building (which is always Line # 0) and the areas of each addition are calculated and displayed for each line item. Dollar values for each addition are also calculated and displayed.

From this screen you can input vectors for the dwelling and additions so that a sketch can be generated.

If you prefer, you can click the button to access the Sketch application to draw the main dwelling and additions using a mouse. See the Sketch Quick Start guide in the Appendix for an introduction to the Sketch tool. A more detailed user guide is available on the Tyler portal at http://tylershare/sites/dayton/product/User%20Guides/Forms/AllItems.aspx

Click Sketch to draw the addition with a mouse.

You can enter the sketch vectors here.

Click on a record to view its details. Line #0 is the main dwelling. Line #1 is a porch and Line #2 is additional plumbing fixtures.




Follow these steps to add a new addition to a dwelling.

1. In the CAMA Residential transaction, click the Additions tab.

2. Click Add Record to add a new record.

3. Complete the fields necessary to describe the new addition, following the field definitions described in this topic.




Buttons on this Tab

While there are standard buttons that display on the Maintain toolbar, there are also buttons that are specific to certain tabs. The following additional buttons are found on the Additions tab.

BUTTONS

Icon Purpose

Invokes Sketch, the drawing tool for creating, editing, and viewing vector sketches using a mouse or vector codes. For detailed information about drawing sketches or entering sketch vectors, see the Sketch User Guide. For a Quick Start Guide to Sketch, see Appendix A of this manual.

Invokes a dialog box displaying a sketch of the additions for the current card. If no sketch has been drawn or vectors entered, the box displays a message stating that no sketch is available.

Invokes a dialog box displaying a sketch of all items on the current card. If no sketch has been drawn or vectors entered, the box displays a message stating that no sketch is available.

http://clt-web/qa.release/maintain/MainFrame.aspx?transId=41900

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February 2012 49

Field Definitions

The following table lists the fields on this tab.

ADDITIONS TAB


Addn Section

Card The card number on which the dwelling information resides. Card #1 is the first dwelling on the parcel, Card #2 is the 2

nd dwelling, etc. Read-Only.

N

Line # The line number is assigned when the record is added. The main dwelling always has a line number (Line#) of 0. The first addition would be Line #1. Read only.

N

Type Select the type of addition from the drop-down list: R (Real Property) or P (Personal Property).

N

Lower Level

First Floor

Second Floor

Third Floor

In the row next to one of the levels—lower, 1st, 2

nd, or

3rd

, enter the code to indicate what type of addition you

are adding on that level, or use the Lookup button to look up the codes. The description of the addition displays automatically in the adjoining field.

For instance, you may be adding a balcony on the 2nd

floor, so you might add Code 22, “Porch ceiled with railing.”

You can use these levels to indicate multiple stories of the main dwelling. For example, if your house is three identical stories, for the main dwelling (Line#0), you could enter the 2

nd floor Code 210—2

nd story frame.

The third floor might be a frame attic—Code A18.

N

Area Enter the area of the addition. Drawing the addition using Sketch or entering the sketch vectors calculates this amount for you.

The area must be entered for any main building or addition without vectors.

N

Value The value of the addition, calculated automatically. This value does not calculate for the main dwelling. Read-only.

N

Reason for Change Select the reason for the change in the Additions. N

Year Built Enter the year that the addition was built. If the owner or tenant does not know the actual year, enter the best estimate based on the known age of similar properties in the immediate area.

N



ADDITIONS TAB


Effective Year Built Enter the year that represents the addition‟s age relative to the valuation date. This year overrides the Year Built when calculating depreciation. This entry is based on the addition‟s condition and remaining life. It may be greater or less than the structure‟s actual age.

N

Class Select the class from the drop-down list. N

CDU Select the Condition, Desirability, and Utility (CDU) rating for the physical condition and functional utility of the addition line with the largest area. Enter only if different than the neighborhood default code.

N

Grade Select the addition grade from the drop-down list. The description and factor display automatically. You can

use the Lookup button to select the code from a list.

N

Grade Factor Displays the factor associated with the grade. Read-only.

N

Value Displays the calculated value of the addition. Read-only.

N

% Good Enter the override percent good from the depreciation table, if the year built or CDU differs from the dwelling.

N

% Comp Enter the percent complete, if the addition is still being constructed.

N

RCNLD Replacement cost new less depreciation. Calculated automatically. On the A0 line for the main dwelling, then this value will be zero because the value will be shown on the Dwelling screen.

N

Class Select the dwelling class. N

Exemption Pct Enter an exemption percent for the additions. For example, if you enter 90, the addition exemption is calculated at 90% of the addition value.

N

Exemption Val Calculated amount of the exemption using the Exemption % entered in the previous field. Read-only.

N

SqFt Living Area Calculated square feet of living area of the main dwelling. Read-only.

N

RCN Value Calculated replacement cost value of all the additions (except main dwelling).

N

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February 2012 51

ADDITIONS TAB


Sketch Section

Sketch Vector Enter the sketch vectors on this line. For the main dwelling, always start with A0. If drawing the first addition, begin with A1.

When no vectors are to be entered, the main building vector field should be coded A0N (N for No Vectors.) When an individual vector is being omitted for an addition, the vector field should be coded as no-vector by typing N after the addition label (e.g., A2N).


For detailed information about drawing sketches or entering sketch vectors, see the Sketch User Guide. For a Quick Start Guide to Sketch, see Appendix A of this manual.




Maintaining OBY Information

The Outbuilding and Yard (OBY) Improvements tab enables you to enter outbuildings (such as sheds or garages), paving, and other yard data. An unlimited number of outbuilding and yard improvements can exist for a parcel.

The OBY screen can also be used to value condominiums and manufactured homes, where a minimum of property characteristic data is required. You can use this screen to store some manufactured home data when the home is considered an outbuilding.

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February 2012 53

Follow these steps to add a new OBY item.

1. In the CAMA Residential transaction, click the OBY tab.

2. Click Add Record to add a new record for an OBY item.

3. Complete the fields necessary to describe the new record, following the field definitions described in this topic.




Buttons on this Tab

While there are standard buttons that display on the Maintain toolbar, there are also buttons that are specific to certain tabs. The following additional buttons are found on the OBY tab.

BUTTONS

Icon Purpose

Invokes Sketch, the drawing tool for creating, editing, and viewing vector sketches using a mouse or vector codes. For detailed information about drawing sketches or entering sketch vectors, see the Sketch User Guide. For a Quick Start Guide to Sketch, see Appendix A of this manual.

Invokes the Alternate Address dialog box for maintaining an alternate address, city, state, and ZIP for the OBY item. A checkbox on this box enables you to mark the alternate address as the primary address.

Invokes a dialog box displaying a sketch of the OBYs for the current card. If no sketch has been drawn or vectors entered, the box displays a message stating that no sketch is available.

Invokes a dialog box displaying a sketch of all items on the current card. If no sketch has been drawn or vectors entered, the box displays a message stating that no sketch is available.




Field Definitions


OBY TAB


Description Section

Card Enter the card number on which the OBY item resides. Y

Line # The line number is assigned when the record is added. Read-only.

Y

Rec Type Select the record type: R-Real Property or P-Personal Property.

N

Condo If a condominium, enter the condominium type. N

Code Enter the code representing the type of outbuilding or

yard improvement or click the Lookup button to look up the code.

Y

Year Built Enter the year that the OBY item was built. Use YYYY format.

N

Effective Year Enter the year that represents the OBY‟s age relative to the valuation date. This year overrides the Year Built when calculating depreciation. This entry is based on the addition‟s condition and remaining life. It may be greater or less than the structure‟s actual age.

N

Year Remodeled Enter the year that the OBY item was remodeled. Use YYYY format.

N

Dimensions Enter the following dimensions of the OBY item (in feet):

Width Length Height

The Area and Cubic Ft calculate automatically after validation. If the width and length are not known, enter the square feet in the Area field. If there are values in all three fields, the calculated value from the Width and Length fields will overwrite the Area.

N

Miles For railroads, enter the number of miles of track. N

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February 2012 55

OBY TAB


Units Enter the number of units. If a second identical OBY is being added, for instance, change the units to 2. This will calculate the value of both without the need to create a separate OBY card for each.

Y

Grade Select the OBY grade:

A: Excellent B: Good C: Average D: Fair E: Poor

N

Mod Codes Enter up to four Modification Codes or click the Lookup

button to look up the code. These are extra features to the OBY being entered, such as underwater lights for a pool.

N

Cond. Select the condition of the OBY item. N

Funct Select the functional condition of the OBY item. N

% Comp If the OBY item is still being constructed, enter the percentage of completion as a whole number.

N

% Good To override the system-generated depreciation % Good, enter a market adjustment percentage. For example, entering 63 indicates that the RCN would be reduced by 37% to calculate the RCNLD.

N

Functional Enter the functional depreciation as a percent good. This number overrides the system-calculated cost table depreciation amount. For example, entering 90 reduces the Base RCNLD amount on the right-side of the tab by 10%.

N

Economic Enter the economic depreciation as a percent good. This number overrides the system-calculated cost table depreciation amount. For example, entering 90 reduces the Base RCNLD amount on the right-side of the tab by 10%.

N

Class Select the class from the drop-down list. N

Reason for change Select the reason for the change in value. N

Loc Mult Local multiplier adjustment to the base rates for location (applies to only Marshall & Swift). Read-only.

N



OBY TAB


Cur Mult Current multiplier adjustment to the base rates for time (applies only to Marshall & Swift). Read-only.

N

Total OBY Value Displays the sum of the RCNLDs for all OBY entries for the parcel. Read-only.

N

Rate Displays the final square foot rate after adjustments for mod codes, grade, and level factor. Computed by the cost routine. Read-only.

N

Override Rate Enter an amount to override the final square foot rate, if desired.

N

RCN Replacement Cost New, either pulled in like Rate or calculated based on the override and area. Read-only.

N

(Tble) Percent good from depreciation table. Read-only. N

Adjusted Factor Any neighborhood/class factor applied to OBYs. Read-only.

N

RCNLD Replacement Cost New, less depreciation and adjustment factors. Rounded to the nearest 100. Read-only.

N

Override RCNLD If you want to override the calculated RCNLD, enter the override amount here.

N

Adjusted RCNLD If an override amount has been entered, the Adjusted RCNLD = Override RCNLD. If no override amount is entered, then the Adjusted RCNLD = RCNLD.

N

Exemption Percent Enter the exemption percent. N

Exemption Value Displays the calculated exemption value. N

Sketch Section

Sketch Vector Enter the sketch vectors on this line. If drawing the first OBY item, begin with A1.

When no vectors are to be entered, the OBY should be coded as no-vector by typing N after the OBY label (e.g., A2N).


For detailed information about drawing sketches or entering sketch vectors, see the Sketch User Guide. For a Quick Start Guide to Sketch, see Appendix A of this manual.

N


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February 2012 57

OBY TAB


Sketch buttons In this section is a sketch of the OBY drawn from the vectors or Sketch.

Two links are displayed below the sketch:

View all OBYs for the card: displays all the OBY sketches for the card.

View the card: displays the entire card.

N

Condo/MH Section

Complex # Enter the condo complex number. N

Type Enter the condo type or click the Lookup button to look up the code.

N

Condo Line Enter the condo line. N

PP Account # Select the personal property account number. N

Make Enter the make of the manufactured or mobile home. N

Model Enter the model of the manufactured or mobile home. N



Maintaining Assessment Information

The Asmt tab provides the interface between various valuation modules in Maintain and the extension of taxes for billing. The information on this tab is the primary source of values used to extend taxes in the Tax Billing and Collection module of the property tax engine. You can access this tab from other transactions within Maintain, such as the Assessment Administration transaction and the Assessment Values transaction.

Sections of the Asmt Tab

The Asmt tab is divided into three distinct areas:

Values Section

Totals Section

Flags Section

Values Section

The Values section displays the calculated values associated with a parcel, including assessed, net, and taxable land and building values. The total assessed, exemption, and net taxable values are also displayed. You have the option to override the values displayed in this section by entering an Override Code and an Override Value.

You can override the calculated value by selecting an Override Code and entering an Override Value.

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February 2012 59

The individual fields displayed on the Asmt tab contain calculated values that may come from various sources, such as CAMA appraised land and appraised building. The value could also be a computed value from other fields, such as the sum of the appraised land and building values, giving a total appraised value. It may be the sum of selected values from other tables such as the value of certain exemption amounts to be determined by selecting exemption codes.

The value line labels are displayed and the logic is calculated based on the Roll Definition setups in Maintain | Setup Forms | Assessment Administration | Assessment Roll Definitions.

Note: If the following setup exists in the SYSFACT setup, the Assessment calculation uses the AGLAND/AGVAL table as the base table for calculation. When the setup exists, the system looks for a record in the AGLAND/AGVAL table. If the parcel does not have an AGLAND/AGVAL (agriculture) record, it skips the assessment calculation.

SYSFACT setup:

version: Base version from AASYS Calculation Name: AGPOST Table Name: AGLAND Factor: 1

The lines on the Asmt tab are listed in the same order as these labels on the Roll Definition setup.

Calculations, factors, and rounding are set up here.



Totals Section

The Totals section displays information that is defined and displayed from the details displayed in the value section, based on roll type. You have the option to override these values by entering an Override Code and Override Value.

Process Name and Process Date fields are provided to indicate the name and date of when the subject record is used by a significant process in the tax cycle. This might include processes such as the preliminary tax roll, abstracts, final tax roll, supplemental tax roll, and tax billing. The particular processes with these labels may vary by tax roll. Defining them is part of the setup process.

Flags Section

The Flags section displays up to 20 user-defined fields, defined by the System Administrator or Tyler personnel.

Also in this area are user date fields and two notes fields.

You can override the calculated values by selecting an Override Code and

entering an Override Value.

Process name and date indicate when the record is used by a process in the tax cycle.

User-defined fields are set up for miscellaneous information.

User date fields enable you to record significant dates.

You can record two lines of notes, each up to 40 characters.

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Overriding Assessment Values

Each field value on the Asmt tab can be overridden by a percentage, an adjustment, or an alternate value. Just select the Override Code and enter an Override Value to override the calculated assessment, appraised, or tax values.

Clicking the Validate or Commit button recalculates the amount in the Value column.

Override Codes

There are five override codes to choose from in the Override Code column.

ADD

The ADD Override Code adds the Override Value to the value in the Calc field.

MAX

The MAX Override Code takes the maximum of either the Calc value or Override Value.

MIN

The MIN Override Code takes the minimum of either the Calc value or Override Value.

VAL

The VAL Override Code takes the exact value in the Override Value column.

Market Land Calc ($446,600) + Override Value ($5,000) = $452,600

Maximum of Dedicated/Use Land Calc ($0) or Override Value ($1,000) = $1,000

Minimum of Market Bldg Value Calc ($117,300) or Override Value ($110,000) = $110,000

Actual value in Override Value column = $140,000



PCT

The PCT Override Code takes the percentage entered in the Override Value column and multiplies it against the value in the Calc column.

Field Definitions


ASMT TAB


Values

Roll Type Displays the tax roll type code of the parcel. Read-only. N

Value Class Displays the value class code of the parcel. The value class enables you to divide a roll type by separate classes. You can select an override value class from the adjacent drop-down list.

N

Value Year Displays the value year of the value class. Read-only. The value year allows values to be placed on the roll that are calculated based upon a different tax year than the tax year of the ASMT record. This is useful for such situations as delinquencies and late filing of personal property.

N

District Code Displays the tax district code of the parcel. Read-only. N

Tax Table The Tax Table checkbox should be selected if the values are coming from the tax tables. This is the default selection.

N

Property Class Property class for assessment categorization. Read-only.

N

Reason Code Select a reason code for why you are changing the assessment values.

N

Land Use Code Code representing how this parcel‟s land is primarily used. Read-only.

N

Calc column This column displays the calculated value for each of the numbered rows under this column.

N

80% of $452,600 (Assessed Land Value) = $384,700

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ASMT TAB


Override Code column

In this column you can select an override code to determine how the override value should be calculated; for example, you could add the value to the calculated value, use the minimum or maximum of the calculated/override values, use a percent of the calculated value, or use the override value itself for the assessed value.

N

Override Value column

In this column you can enter the override value that is going to be used to calculate the new assessed value.

N

Value column This column displays the new value after the override values have been calculated.

N

Numbered Rows These rows of assessment values are defined in the Roll Definitions setup. For each row, the calculated assessed value is displayed. You can select an Override Code, enter an Override Value, and calculate

a new value by clicking the Validate or Commit

button.

Totals

Process Name

Process Date

The Totals section displays summary information that is defined and displayed from details, based on roll type. You have the option to override the values by selecting an Override Code and entering an Override Value.

Process Name and Process Date fields are updated by a batch process to indicate a date and name of when the subject record is used by a significant process in the tax cycle. This might include processes such as the preliminary tax roll, final tax roll, supplemental tax roll, and tax billing. The particular processes with these labels may vary by tax roll. Defining them is part of the setup process.

N

Flags

Various fields The flags section page displays up to 20 user-defined fields and a Notes field. Use these fields for entering data, special type, status indicators, or for process flags produced by other processes or reports. The System Administrator or Tyler personnel define these fields.

N



Maintaining Sales Information

On the Sales tab, you can record all the information about a parcel sale, including the sale date, sales price, deed transfer number and recording dates, and instrument type. This information does not directly affect the cost tables; however, the sales information can be extracted to sales history tables for use in market analysis.

Sales are normally entered through the Assessment Administration Owner Transfer or Conveyance transactions, but you can also enter them on the CAMA Sales tab.

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Follow these steps to add a new sale.

1. In the CAMA Residential transaction, click the Sales tab.

2. Click Add Record to add a new record for a new sale.





Field Definitions


SALES TAB


Extract Sale Click this radio button to indicate that the sale should be extracted. Used for market regression analysis, this captures this sale as a “moment-in-time”, copying all the characteristics of the property at the time of sale to the history tables. This enables the sale and all the property characteristics at that time to be retrieved in a search by sale key and used in market analysis.

For example, assume a ten-acre tract sells today for $500,000. A year from now, the tract is subdivided into ten one-acre tracts. The $500,000 sale price is no longer representative of any of the new parcels. However, if the sale had been extracted (i.e., copied) to sales analysis at the time the sale was validated, then the parcel exists in sales analysis as a ten-acre tract and can be used in land analysis of larger tracts in the same area as the sold property.

For another example, assume a 2,000 square foot dwelling sells today for $200,000. Six months from now, the owner adds a 300 square foot addition. $200,000 is no longer a true estimate of the value of the property. However, if the sale had been extracted to sales analysis as a 2,000 SF dwelling, then this sale can be used as an indicator of value for other 2,000 SF dwellings of a similar age in comparable neighborhoods.

N



SALES TAB


When a sale has been extracted, a new label displays next to the sale key.

Delete Sale This radio button displays if you have previously extracted the sale. Check the radio button to remove the sale from the sale extraction. (See the field “Extract Sale” above.) If you want to permanently remove this sale, you should also deactivate the record.

N

Reextract Sale This button displays if you have previously extracted a sale. If you make modifications to the sale details, you can re-extract the sale to refresh the sale history tables.

N

Sale Key A unique number automatically assigned by the system to each sale when it is entered. The sale key ties property characteristics together in the sales history tables. Read-only.

N

Sale Date Enter the date that the buyer and seller signed the contract in MM/DD/YYYY format, or click the Date

Picker to select the date from a calendar.

N

Deed Book Enter the number of the deed book where the transfer is recorded.

N

Deed Page Enter the deed book page where the transfer is recorded.

N

Deed Transfer # Enter the transfer number of the deed. N

Recorded Date Enter the date the sale was recorded at the government office in MM/DD/YYYY format, or click the Date Picker

to select the date from a calendar.

N

Transfer Date Enter the date of the transfer in MM/DD/YYYY format,

or click the Date Picker to select a date from a calendar.

N

Instrument # Enter the deed or transfer number representing this sale.

N

Instrument Type Enter the recording instrument type; such as a fee conveyance or lease.

N

Total Assessment Enter the valuation placed on the property at the time of sale by a public tax assessor for purposes of taxation.

N

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SALES TAB


Appraised Value Enter either the current value placed on the property by the appraiser or the final value for the year of sale. For example, if the sale date is 6/6/08, you can enter the final value for the 2008 tax year (value as of 1/1/08).

N

Prior Appraised Value

Prior appraised value of the property. (Read-only) N

Link to Owner This box is checked by default to indicate that the sale is linked to the current Owner record on the Owner tab.

Owner information is stored in the OWNDAT/ OWNMLT tables. Sales data is stored in the SALES table. SALES (Book/Page/Salekey) fields are also stored in the OWNDAT/OWNMLT tables to link the current SALES record to the owner records.

Note: If you ever enter a sale and owner incorrectly to the wrong parcel ID, this button can help you fix it.

1. On the Sales tab, deactivate the incorrect sale.

2. Commit the transaction.

3. Display the old sale record and click Link to Owner.

4. Go to the Owners tab and type over the wrong owner name with the correct owner name.

5. Commit the transaction.

6. You can now reenter the correct sale.

N

Sale Price Enter the amount of the sale. N

Adjusted Amount Enter the amount of adjustments to the sale. N

Adjusted Price Enter the sales price, adjusted for any of the reasons selected in the Adjusted Reason field.

N

Adjusted Reason Select the reason for the sales price adjustment. N

Sales Type Select the sales type. N

Source Select the source of the information you are recording; such as buyer, seller, or agent.

N

Sale Validity Code Select the code used for market comparable purposes to represent either valid or invalid transactions.

N

State Code Select the code that is used by the State to identify the type of transaction.

N



SALES TAB


State Report Flag Select the state report flag that indicates that the sale has been used in the State Sales Ratio report.

N

Market Validity Select the validity code for market analysis; such as valid sale, foreclosure, property exchange.

N

Assess/Sale Ratio Calculated assessed value divided by the current sales price. Read-only.

N

Notes Enter any notes about the sale. Six 80-character lines are available.

N

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Maintaining Owners Information

On the Owners tab, you can record basic information about all the owners of a parcel, including name, address, and owner type. When a parcel is sold, you can record the new owner(s) from this tab as well.

Grouping Owners

Owners can be grouped in several ways.

Owner Code: If an owner‟s name and address are the same on a number of parcels, an Owner Code can be set up with that name and address. The code can then be referenced in the Owner transaction, which will retrieve the name and address from the setup. This prevents duplicated data entry and ensures consistency of data.

Linkage Number: Another way owners can be grouped is by linkage number. This can be used for grouping owners between parcels when they don‟t have a common name and address. The Link Number is a user-defined field.



Adding Additional Owners

Suppose a parcel has multiple owners. Using the Add Record button, you can add these additional owners to the parcel.

Follow these steps to add a new owner.

1. In the CAMA Residential transaction, click the Owners tab.

2. Click Add Record to add a new record for a new owner.





Note: If the second owner is the spouse of the original owner, then you can simply add this name to the 2nd line of the Name field.

Entering a New Owner

If a parcel is sold or transferred, you can enter the new owner(s) from the Owners tab of the Conveyance or Real Estate Transfer transactions. See the Assessment Administration user guide on the Client Support Site for details on handling a sale.

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Field Definitions


OWNERS TAB


Owner Code If the new owner is listed in the owner Codes and Names file, enter the Owner Code or click the Lookup

button to view valid owner codes. When you advance your cursor to the next field, the corresponding owner name, address type, and mailing address are retrieved from the Owner Code Table.

N

Name If you do not enter an Owner Code, enter the Owner Name(s) in the two lines provided. Usually entered in Last name, first name, middle initial format. Be consistent in your entries. Each line allows entry of up to 40 alphanumeric characters. You cannot enter these fields if you‟ve entered the Owner Code.

Y

Hide Name Used by a Supervisor to hide true owner information. You must have special privileges to hide names.

Click in the checkbox to indicate that the owner‟s name and address should be excluded from public inquiry screens and specified reports. You need special security permissions to hide a name.

If you click the checkbox, you should then click the Hide Name button to enter the accurate data of the owner. You can then return in order to disguise or delete any real owner name that shows on the tab.

This is tax year specific - so if you update 2007 only, then 2006 prior and any future years may need to be updated as well (county preference).

N

Owner # Record number of the owner, automatically assigned by the system. First owner on the record is owner 0, second owner is 1, third owner is 2, and so on. (Read-only)

N

% Owned Enter the percentage of the property owned by this owner in whole numbers; for example 100 for 100% or 75 for 75% ownership. A warning message is displayed if all entries in % Owned, for the main owner and the multiple owners, do not add to 100. This field is optional; 100% ownership is assumed if no entry is made.

N

Marital Status Select the owner‟s marital status. N



OWNERS TAB


Owner Type Codes Drop-down lists enable you to select four different owner types. Some examples of owner types are joint tenancy, fee owner, and multiclaimant.

N

Exemptions Flagged for Removal

Check this box to indicate that this parcel‟s exemptions are to be removed.

N

Mail record exists? Check this box to indicate that a tax mailing address record exists for this owner. Read-only.

N

Alt. record exists? Check this box to indicate that an alternate owner record exists for this owner. Read-only.

N

Address Format Select one of these address formats:

Canadian

Free Format

US National

International

US Standard

N

Address The owner address. Fields in this row are linked to the type of address format you selected. For US Standard, the fields represent:

Street Number: Enter the street number.

Street Number Extension: Enter the number extension. Example: A or ½.

Direction: Enter the direction. Example: N, S, E, W, NE, or SW.

Street Name: Enter the street name.

Street Suffix: Enter the street suffix. Example: ST, AVE, BLVD, or PKWY.

Street Suffix 2: Enter the second street suffix if applicable. Example: ST, AVE, BLVD, or PKWY.

See Appendix B for a table listing the other address formats.

N

Description Drop-down list that enables you to further describe the address as an apartment, building, P.O. Box, etc. Only available on US National and US Standard address formats.

N

Building/Unit # In conjunction with the Description, this field enables you to enter the actual number of the apartment, building, P.O. box, unit, etc. Only available on US National and US Standard address formats.

N

Address 1/2/3 Additional lines for the owner address. N

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OWNERS TAB


City/State/ZIP City, state and ZIP code of the owner address. The City/State fields are filled automatically if the Zip Code you enter is present in the Zip Code table.

N

Country Country (for international addresses only). N

Postal Code Postal Code of an international country. N

Telephone Telephone number of the owner, including area code. N

Fax Fax number of the owner, including area code. N

Email Email address. N

SSN Social security number of the owner. The encryption settings for the number are set up in SYSFACT.

For CALCNAME = „ENCRIPTION‟:

If sysfact.fact = 1, SSN displays un-encrypted, but saves to database in encryption.

If sysfact.fact = 2, and tab is read only, then SSN will be removed; there is no encryption.

If sysfact.fact = 3, and tab is read only, then SSN will be removed; otherwise it will be un-encrypted and saves to database in encryption like option factor 1.

N

Federal ID Federal identification number of the owner. N

State ID State identification number of the owner. N



Maintaining Legal Information

Use the Legal tab to record legal data about the property, including subdivisions and

condos. Only one legal record is allowed per parcel, so the Add Record button is disabled on this tab.

Follow these steps to maintain legal information

1. In the CAMA Residential transaction, click the Legal tab.

2. Modify the displayed information as required.




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Field Definitions


LEGAL TAB


Page 1

Tax District Select a taxing district for the parcel. N

School District Enter the school district code for this parcel. You can

click the Lookup button to look up school district codes.

N

Property Location Enter the address of the property. Fields in this row are linked to the type of address format you selected when the parcel was created. For US Standard, the fields represent:






Street Suffix 2: Enter the second street suffix if applicable. Example: ST, AVE, BLVD, or PKWY.

See Appendix B for a table of address formats.

N

Description Drop-down list that enables you to further describe the address as an apartment, building, P.O. Box, etc.

N

Building/Unit # In conjunction with the Description, this field enables you to enter the actual number of the apartment, building, P.O. box, unit, etc.

N

City/State/ZIP City, state and ZIP code of the owner address. The City/State fields are filled automatically if the entered zip code is present in the Zip Code table.

N

Legal 1/2/3 Displays the parcel‟s legal information in the Legal 1, Legal 2, and Legal 3 fields. These descriptions are entered either here or on the Legal Description tab. Often when you have both a Legal tab and a Legal Description tab, these fields will be Read-only on the Legal tab and editable on the Legal Description tab.

N

Start ABMT Enter the date to start the abatement. This is a user-defined field.

N

End ABMT Enter the date to end the abatement. This is a user-defined field.

N



LEGAL TAB


ABMT Type Select the abatement type. This is a user-defined field. N

Deeded Acres Enter the number of deeded acres in the parcel. Format is 9999999.999.

N

Deeded Sq. Ft. Enter the number of deeded square feet in the parcel. Format is 9999999.999.

N

Common Int. % Enter the percentage of common interest ownership for condominiums on a parcel basis. The format is 9999.

N

Conveyance No. If the parcel is part of a multi-parcel conveyance, this field displays the conveyance number. Otherwise, the field displays the sale key.

N

Notes Enter notes about the legal data. Two 40-character lines are provided.

N

Page 2 (Subdivision and Condo)

ID Enter the ID number of the subdivision, or click the

Lookup button to look up the ID number. If the subdivision is in the list of values, the subdivision description displays automatically in the next field.

N

Name Enter the name of the subdivision. N

Block Enter the block number of the subdivision where the parcel is located.

N

No. of Lots Enter the number of lots in the parcel. N

Lot # Enter the lot number of the parcel within the subdivision.

N

Lot Code Select a lot code describing the type of lot. N

Act Front Enter the actual frontage of the lot in feet, up to 9999.9. N

Act Depth Enter the actual depth of the lot in feet, up to 9999.9. N

Dimensions Enter the dimensions of the lot. 40 characters are provided.

N

Bldg/Block No. Enter the building and block number of the condominium.

N

Unit No. Enter the condominium unit number. N

Grid Coordinates Enter the grid coordinates. Three lines are provided for the x, y, and z coordinates.

N

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Maintaining Legal Description Information

Use the Legal Description tab to insert or modify the legal description of the parcel.

Follow these steps to maintain legal descriptions.

1. In the CAMA Residential transaction, click the Legal Desc tab.

2. Using the buttons described in the Buttons on this Tab topic, insert or modify the legal descriptions.




Buttons on this Tab

While there are standard buttons that display on the Maintain toolbar, there are also buttons that are specific to certain tabs. The following additional buttons are found on the Legal Descriptions tab.

BUTTONS

Icon Purpose

Inserts a new legal description row below the currently selected row.

Opens a dialog box displaying all the legal description rows, enabling you to modify all the notes in one location.

Moves the currently selected note up one spot and renumbers it.

Moves the currently selected row down one spot and renumbers it.



Field Definitions


LEGAL DESCRIPTION TAB


# Sequence number of the legal description record. Read-only. When you first come to this tab, three lines (100, 200, and 300) already exist for entering the legal descriptions.

Use the Up or Down arrows to move a legal description up or down in the list, thus renumbering the description.

N

Comment Enter the legal description in this field, beginning with row 100. If additional rows are needed, click Insert. A new row will be inserted below the current row.

N

Convey # Enter the conveyance number or sale key linked to this legal description.

N

Who User name of the person entering the legal description. Read-only.

N

When Date and time when the legal description was added. Read-only.

N

Record Indicates whether the row is a current or history record. Read-only.

N

Status Indicates the current status of the record. Some indicators are:

Update indicates a change has been made to the record. You can click the red arrow to discard the change.

New indicates that this is a new row. You can click New to add the record or click the red arrow to discard it.

N

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Maintaining Permit Information

Use the Permits tab to maintain building permits on the parcel.

Follow these steps to add a new permit

1. In the CAMA Residential transaction, click the Permits tab.

2. Click Add Record to add a record for a new permit.







Field Definitions


PERMITS TAB


Permit Date Enter the permit date in MMDDYY format, or click the

Date Picker to select the date from a calendar.

N

Number Enter the permit number assigned to this permit. N

Amount Enter the estimated cost of the new construction from the subject building permit.

N

Purpose Select the purpose of the permit. A second line exists for entering a second purpose if needed.

N

Purpose Use Enter the proposed use of the construction. N

Open/Closed Select the appropriate status of the permit. Examples of user-defined statuses might be C-Closed permit, I-Incomplete, O-Open Permit, R-Recheck next year. Inserting a new permit will most likely require an “O” Open Permit status.

N

Dept Enter the permit department or number if relevant. N

INSP. # Enter the inspection number. An option to use in this field is your occupancy number.

N

INSP. YR. Enter the inspection year in MMDDYY format or click

the Date Picker to select the date from a calendar.

N

PRC Card Printed This is a field called ID Field 2 that has a user-defined label in our screen example.

N

FIN. Date Enter the date when the construction is completed in

MMDDYY format, or click the Date Picker to select the date from a calendar.

N

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PERMITS TAB


Property Location Enter the address of the property in the six fields provided. Fields in these two rows are linked to the type of address format you selected when the parcel was created. For US Standard, the fields represent:






Street Suffix 2: Enter the second street suffix if applicable. Example: ST, AVE, BLVD, or PKWY

See Appendix B for a table of address formats.

N

S.A. Permit Status Enter the status of the sales agreement. N

SA Work Order # Enter the work order number if a work order is being used.

N

Instructions Enter any special instructions that go along with the permit.

N

Findings Enter any findings from the permit or the current status. N

Notes Enter any additional notes about the permit in the three 80-character fields provided.

N



Maintaining Entrance Information

Use the Entrances tab to enter or update information about the visits to a property for appraisal or appeal purposes.

Follow these steps to add a property visit.

1. In the CAMA Residential transaction, click the Entrances tab.

2. Click Add Record to add a record for a visit to the property.





Field Definitions


ENTRANCES TAB


Date Enter the entrance date in MMDDYY format or click the

Date Picker to select the date from a calendar.

Y

Entrance Code Select the code that best represents the purpose of the visit to the property and the outcome of the access.

Y

Info code Select the code for the person granting access to the property.

Y

Reviewer ID Enter the initials of the person doing the appraisal, data collection, or review.

Y

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Maintaining Notes

The Notes tab enables you to add notes about the current transaction.

Follow these steps to add a note.

1. In the CAMA Residential transaction, click the Notes tab.

2. Click Add Record to add a record for a visit to the property.





Buttons on this Tab

While there are standard buttons that display on the Maintain toolbar, there are also buttons that are specific to certain tabs. The following additional buttons are found on the Legal Descriptions tab.

BUTTONS

Icon Purpose

Adds a new note below the currently selected row.

Inserts a new note above the currently selected row.

Opens a dialog box displaying the currently selected note, enabling you to modify the note using a word processing type format.

Deletes the currently selected note.



BUTTONS

Icon Purpose

Moves the currently selected note up one spot and renumbers it.

Moves the currently selected note down one spot and renumbers it.

Field Definitions


NOTES TAB


# Sequence number of the note record. Read-only.

Use the Up or Down arrows to move a note up or down in the list, thus renumbering it.

N

Code Select a code for the type of note you are entering. N

Stat. Enter the status of the note. N

Comment Enter the note in this field, up to 80 characters. If

additional rows are needed for the comment, click . A new row will be added below the current row.

Note: If you anticipate entering a lengthy note, use the

button to enter the text of the note. This will enable you to enter the entire note at one time.

N

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Maintaining Values Information

On the Values tab, you can view a parcel‟s value, change the final valuation method, or recalculate a value by adding an override of the appraiser‟s value estimates. This is normally the last screen to be updated when adding or modifying parcels.



Follow these steps to maintain appraised values.

1. In the CAMA Residential transaction, click the Values tab.

2. Review the displayed values, overriding the data as necessary by typing over the displayed values with new values.




Buttons on this Tab

While there are standard buttons that display on the Maintain toolbar, there are also buttons that are specific to certain tabs. The following additional buttons are found on the Values tab.

BUTTONS

Icon Purpose

Click the ASR Details button to view details of all sales going back a set number of years. The earliest sale listed is the first sale that follows January 1

st of the current tax year going back

the number of years defined in the configuration setups (with a default of five years).

Fields displayed are:

Sale Date: Date of the sale

Sale Price: Selling price of the parcel

ASR: Assessment to Sale ratio. The ASR is calculated as the total appraised value at the time of sale divided by the sale price.

Validity: Validity code as selected on the Sales tab.

Link Number: Deed Transfer # or Book/Page.

Sale Type: Sales type as selected on the Sales tab.

Owner: Buyer of the property.

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BUTTONS

Icon Purpose

Click the Other Neighborhood Factors button to view other neighborhood factors that may have impacted the final value. These factors are set up in the CAMA/Neighborhood Class Factors system setup.

A Neighborhood Code marked ******** in the cell indicates a factor that applies to all neighborhoods. A Neighborhood Code with **** in the Class field indicates a factor that applies to all classes.

You can find a factor by typing its code into the text box in the top left corner of the box and clicking Find, but there will rarely be an instance when there are so many factors that you would have to search for them.

Field Definitions


VALUES TAB


Value Section

Review Date Enter the Appraiser‟s review date in MMDDYY

format or click the Date Picker to select the date from a calendar.

N

Prior Reason for Change Displays the reason for the last change in valuation. Read-only.

N



VALUES TAB


Reason for Change Select the reason you are now changing the values. After you commit the transaction, this reason will become the Prior Reason for Change. Though not marked as a required field, you will receive an error message when committing the parcel if you made a change on any tab in the Residential transaction that changed the final value, and you did not select a reason code.

Y

Review Code Select the code representing the final valuation method (cost, market, income, etc). The valuation method is used to determine the appraised land and building values.

For example, if you select Override as the Review Code, the actual numbers that you enter into Land Value Estimate and Bldg Value Estimate become the appraised land and building values that display in the Values ladder. If you select Market Approach, the values entered into Land Value Estimate and Bldg Value Estimate come from MRA and comparable sales analysis.

N

Review Reason Select the purpose for the review. N

Land Value Estimate If the Review Code=Override, then enter any new land value estimate by typing over the old estimate. The new number you enter is an override to the previous number.

N

Bldg Value Estimate If the Review Code=Override, then enter any new building value estimate by typing over the old estimate. The new number you enter is an override to the previous number.

N

Total Value Estimate Displays the calculated total of the land and building value estimates. Calculation occurs when you validate or commit your entry.

N

Reviewer ID Enter the name or initials of the Appraiser performing the valuation.

N

Exemption Percent Enter an exemption percent for the parcel. This is a parcel-level override to the exemption percentages entered on the Land, Dwelling, Additions, and OBY tabs. For example, if you enter 10, the land exemption is calculated by taking 10% of the Appraised Land value and the building exemption is calculated by taking 10% of the Appraised Bldg value.

N

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VALUES TAB


Exemption Land The calculated value of the land exemptions. If you enter an override value in the Exemption Percent field, the calculated value displays here as a percentage of the Appraised Land value. For instance, if the Appraised Land is 504,600 and you enter 10 in the Exemption Percent field, then 50,460 is the Exemption Land amount.

N

Exemption Building The calculated value of the building exemptions. If you enter an override value in the Exemption Percent field, the calculated value displays here as a percentage of the Appraised Building value. For instance, if the Appraised Building is 156,900 and you enter 10 in the Exemption Percent field, then 15,690 is the Exemption Building amount.

N

Exemption Value The calculated sum of the Exemption Land and Exemption Building amounts.

N

Special Processing Flag (Supervisors only)

Supervisors can select a code to indicate whether a parcel is undergoing special processing, such as being scheduled for a hearing. This locks any tabs where a parcel‟s values could be changed.

When a Special Processing Flag is selected, a Reason Code must be chosen before the record can be committed. When the parcel‟s record is saved, the Spec Flag button becomes active on all other screens that display it.

When a supervisor removes the Special Processing Flag code on this tab, the parcel values can again be changed on all tabs.

The special processing flag rolls into the next year along with other data for the parcel.

N

Update Asmt Select Yes or No to indicate whether Assessment Administration values should be updated with the new values on this tab.

Defaults to Y for an appraisal year; defaults to N for non-appraisal year. The System Administrator has the ability to change the default and to require supervisory authority for update.

N

Hearing Type Select the hearing type from the drop-down list. N

Post Type If the parcel is a co-op, enter the Post Type: S-Summary parcel or D-Detail parcels. The value entered here determines the way the values post to assessment.

N



VALUES TAB


Roll Type If the Roll Type is different from the default, enter

the correct type or click the Lookup button to look up the Roll Type.

N

Appraisal Unit If the parcel is part of an Appraisal Unit, enter the

Appraisal Unit number or click the Lookup button to look up the number.

N

Notes Enter any notes about the values in the two 40-character lines available.

N

Values Area of the Value Section (Read-only)

Appraised Land Appraised value of the land in the parcel, based on the valuation method chosen. If the Review Code=Override, then the Override Values entered will appear here. Read-only.

N

Appraised Bldg. Appraised value of the buildings in the parcel, based on the valuation method chosen. If the Review Code=Override, then the Override Values entered will appear here. Read-only.

N

Total Total value of the Appraised Land and the Appraised Bldg amounts. If the Review Code=Override, then the Override Values entered will appear here. Read-only.

N

Cost Land Cost of the land as calculated on the Land tab in the Summary Totals—Total Value field. This number may be rounded to the nearest 100. Read-only.

N

Cost Bldg. Cost of the building as calculated on the Dwellings tab in the Cost Ladder—Dwelling Value field. Read-only.

N

Total Total costs calculated by adding the Cost Land field and the Cost Bldg field. Read-only.

N

Income Final income value calculated in the Income analysis displays here. Read-only. This value displays unless the Review Code is “Cost-Suppress Income.”

N

Market The final value using the market approach that was calculated in the market modeling and comparable sales analysis displays here. Read-only.

N

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VALUES TAB


Sales Details Area of the Value Section (Read-only)

Sale Date Date of the most current sale.

Note: The fields Sale Date, Price, ASR, Validity, and Sale Type will not display any values if there has been no sale within the number of years set in the configuration (default is five years). The Sales Details displayed by the ASR Details button will also display no values in this case.

N

Price Displays the selling price of the most recent sale. Read-only.

N

ASR Displays the Assessment to Sale Ratio of the most recent sale. Read-only.

N

Validity Displays the validity code of the most recent sale. Read-only.

N

Sale Type: Displays the sale type of the most recent sale. Read-only.

N

Details Section

Neighborhood Displays the parcel‟s neighborhood code. N

COST

Dwelling

Misc & OBY

Commercial

(All Read-only)

Value of the dwelling. Read-only.

Value of miscellaneous improvements.

Value of any commercial buildings.

N

MARKET

MRA Estimate

Weighted Estimate

Market Value

(All Read-only)

The value that multiple regression analysis computed for this parcel.

The value that comparable sales computed for this parcel.

The final computed market value based on a combination of MRA and comparable sales.

N



VALUES TAB


INCOME

Net Income

Commercial Income Value

Residual

Personal Property

Residential GRM Value

(All Read-only)

Net income for the parcel after adjustments for miscellaneous income and expenses.

The value of the commercial property calculated using one of several methods in the Income transaction.

The sum of the residual land entries on the Land tab, displayed only after the income value is calculated.

Value of the personal property entered on the Income Value Summary tab.

Residential Gross Rent Multiplier value calculated on the Dwelling tab, summed for all cards.

N to all

CONDO COMMON VALUES

Common Land

Common Bldg

(All Read-only)

Value calculated by multiplying the Common Interest Land Percentage (from the Parcel tab) by the tieback parcel‟s final land value.

Value calculated by multiplying the Common Interest Building percentage (on the Parcel tab) by the tieback parcel‟s final building value.

N

AREAS (SQ FT)

Total Under Roof

Total RES Living Area

Total COM Living Area

(All Read-only)

Sum of the square feet of all building areas, as defined by cost tables.

Sum of the square feet on all cards for all residential living areas of a parcel.

Sum of the square feet on all cards for all living areas of a commercial parcel.

N

COMMERCIAL

Total Com Units

Number of commercial units on the property. Read-only.

N

FACTORS

Jur

Land

Bldg

(All Read-only)

Land factor applied at the jurisdiction level for this tax year.

Building factor applied at the jurisdiction level for this tax year.

N

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VALUES TAB


Neighborhood/Class

Cost Land

Cost Bldg.

ECF

Land factor applied at the neighborhood level for this tax year. Read-only.

Building factor applied at the neighborhood level for this tax year. Read-only.

Enter the Economic Condition Factor to apply to a commercial building. This is the only editable field in the Details area.

N



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Appendices

The Appendix contains supplemental material that may be of interest to you as you learn more about the CAMA Residential transaction.

Appendix A: Sketch Quick Start

Appendix B: Address Formats

Appendix C: New Construction for a Residential Parcel

Appendices


Appendix A: Sketch Quick Start

This Quick Start is designed to acquaint you with the basics of using Sketch. For more detailed information, refer to the Sketch User Guide maintained on the portal.

Starting the Sketch Application

1. Select the tab representing the type of drawing you are going to create. Choices vary, depending on whether you are working on a residential or commercial property.

Residential—Click one of the following tabs:

Additions

OBY

Commercial—Click one of the following tabs:

Com Int/Ext

Com Features

OBY

2. With the correct parcel and tab selected in Maintain, click the Sketch

button (sometimes labeled “Sketch”).

Note: You must have previously added a commercial building record on the Com Bldgs tab or a residential dwelling record on the Dwellings tab before you can open Sketch. If you haven't done this, you will receive a message similar to this:

3. Before Sketch opens, the following security screen may display, depending on whether you have used Sketch before. Notice that the publisher of the application is listed as "Tyler Technologies Inc."

Tyler has verified the digital signature of this application, so you can click the Always trust content from this publisher checkbox. By doing so, the next time you start Sketch, this screen will not display.


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4. After clicking the checkbox, click the Run button.

5. The Sketch screen displays, ready for you to begin drawing.

Appendices


Quick Tour

The following diagram shows some of the major features of the Sketch window.

Close-up View of the Toolbar

Sketch Area

Toolbar

Vector input line for entering or editing sketch

vectors

Information about the selected Card sketch

Information about the selected portion of the

Card sketch

Some special vector codes to

use when entering vectors

Mode you are in: Edit, Add, Zoom, Win Checkmark to click

when finished editing vectors

The red X represents the main building's starting

point.

XML

New Area

Drop-down list for

selecting type of drawing

Undo

Save JPG/ PNG

Options Zoom In

Zoom Out

Zoom Window

Pan

Select Window

Cancel Drawing

Save and Exit

Exit

Drop-down list for

selecting card

number

Scale of the

Drawing

Information about iSketch

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Sketch Components

Let's take a more detailed look at the components of a sketch.

Dimension

Sketch label and area in square feet

Information about all the records and sketches displays here. This includes:

Sequence (A0 is always the main building).

Type of structure (Res or Com)

Area

Card and Line #

Codes As you draw sketches or add parcel records, additional lines display here.

Parcel ID and year

The vectors that make up the sketch

Information here describes the currently selected sketch. Besides viewing the sequence, area, and perimeter, you can use this same sketch as the footprint for the lower, first, second, and third floors of the structure.

Appendices


Draw a Rectangle Using the Mouse

1. From the drop-down list on the Sketch toolbar, select the type of drawing you are going to create.

2. Click the New Area button. Your cursor turns into a cross-hair (+).

3. Click on the sketch area where you want to start your drawing.

Note: Since you should always draw in a CLOCKWISE direction, it is a good idea to start your drawing at its lower left point.

We've clicked here to begin the drawing.

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4. Draw a basic rectangle or square shape in the following clockwise steps:

a. Move the cursor up and click when you've reached the correct length.

b. Move the cursor right and click at the correct length.

c. Move the cursor down and click at the correct length.

d. Move the cursor left and click at the correct length.

Note: When you get to the point where you can click to end the last line, the vertical line changes color. When both horizontal and vertical lines are the same color, you can click to end the sketch.

5. The final sketch looks like this.

iSketch automatically fills in the new area with color if you have the color option selected on the Options menu.

If you did not complete the sketch with the final click, no color would be present. You would still be in drawing mode with a crosshair cursor.

Appendices


Move the Drawing

1. Select the drawing by clicking on it. You'll know it's selected by the small squares that display on each corner.

Tip: To select multiple drawings at the same time, click the Select Window

button and drag a box around the multiple areas to select. Another method is to hold down the Ctrl key as you click each drawing.

2. Move the drawing to its new position using one of the following methods:

a. Drag the drawing with the mouse.

b. Press the arrow keys in the direction to move.

c. Hold down the Ctrl-key and press the arrow keys. This moves the drawing in smaller increments.

Draw with Vectors

Vectors are the instructions that indicate the starting point of a drawing, as well as the direction and distance the lines are drawn. The vectors for a drawing in Sketch display on the Vector input line at the bottom of the window.

Here are the final vector codes for the 15x23 rectangle made earlier.

Here is the meaning of these codes:

R4U32: This is the distance from the main dwelling's starting point—Right 4 and Up 32.

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C: This means that the pen goes down and you "Commence" drawing.

U15R23D15L23: These codes represent the directions and distances of the drawn lines—Up 15, Right 23, Down 15 and Left 23.

Vector Codes

Here is a basic list of vector codes.

C Commence (instruction for pen down — start drawing)

R Right

L Left

U Up

D Down

X Complete a rectangular section by continuing clockwise to point of section origin

F Finish (completes the last two sides of the sketch)

Appendices


Basic Vector Drawing

Drawing with a mouse is so fast and easy that you may never want to draw with vectors. It's a good idea to know how they work, however, because editing the vector codes is an easy way to edit your drawing.

1. From the drop-down list on the Sketch toolbar, select the type of drawing you are going to create.

2. Click the New Area button. Your cursor turns into a cross-hair (+)

3. Click in an open area of the sketch pad where you want to start your drawing. DO NOT MOVE YOUR CURSOR AFTER CLICKING.

4. Begin typing the vector codes, which will display in the Vector input line. Because you clicked on the sketch area to start your drawing, you do not have to enter the beginning point or the "C" to commence.

Example: Type U25R25D25L25 to create a 25x25 square.

5. Press Enter when finished entering the codes.

Click on the finished drawing to see the codes.

Notice how the starting point of the sketch (L47U8) and the commence code (C) were entered for you automatically.

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Editing Drawings Using Vectors

If you notice that you have made a mistake in your drawing, you can easily correct it by changing the vectors.

Suppose the length of an addition is to be 44 feet instead of 23 feet. Just edit the vector code to make your change and then click the checkmark to execute those changes.

Shortcuts to Drawing Rectangles

Vector Shortcut

Here's a fast and easy way to draw a square or rectangle using vectors. Instead of entering all four dimensions in the codes, you can simply enter the two dimensions with an "X" between.

For example: instead of typing U25R15D25L15 to draw a 25x15 rectangle, just enter:

Mouse Shortcut

Here's another quick shortcut to drawing rectangles.

1. Click the New Area button .

2. Click on the sketch area to start the drawing.

3. Type an X in the Vector input line.

We've made the changes to the vector codes here. Click the checkmark to

execute the changes.

Appendices


4. Drag the cursor up and to the right to the dimensions of the rectangle.

Drawing a Bow

Many of today's new homes have unique features such as bows that require more complex architectural drawings. Sketch, however, makes it easy to draw bows with its Bow function.

Remember that with any Sketch drawing, you need to draw in a clockwise direction when creating bows.



3. Draw the lines of the sketch in the usual way, dragging each line and clicking at each endpoint until you reach the point that begins the bow.

The bow starts here.

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4. When you get to the starting point of the bow, click to end the straight portion of the line and then type a 'B'. The 'B' displays in the Vector input line.

5. Move the cursor to the right and click to end the length of the bow.

Now pull the bow up to the desired height and click the mouse.

Click when you reach the starting point of the bow.

Next type a 'B' to start the bow.

Click at the end of the bow.

Then drag the bow up to the desired height and click again.

Appendices


6. The cursor moves to the end of the bow where you can continue drawing the remaining sides of the addition.

The final drawing looks like this:

Bow Vectors

Take a look at the vectors for this addition with the bow. The bow is created with the segment BR33O10, meaning 'Bow Right 33, Out 10'. If the bow had gone inward instead of outward, the segment would have read BR33I10, meaning Bow Right 33, In 10.

B = Bow

O = Outward

I = Inward

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Drawing an Angle

Another advanced Sketch function is the drawing of angles.



3. Draw the lines of the sketch in the usual way, dragging each line and clicking at each endpoint until you reach the point that begins the angle.

4. After clicking where the angle begins, type a 'V'. The 'V' displays in the Vector input line.

5. Drag the angle in the correct length and direction. Click to end the angle.

6. Continue drawing the remaining sides of the structure. Our final drawing looks like this:

Draw each line and then click where the

angle begins.

Next type a 'V' to start the angle.

Drag the angle and then click at

the end point.

Appendices


Angle Vectors

Let's take a look at the vectors of the previous drawing with an angle.

The vectors of the angled portion of the drawing are: VR23U20. We know that the 'V' starts the angle function. But where do the R23 and U20 come from?

If you take a look at the horizontal distance from the beginning point of the angle (50) to the right side of the drawing (73), you'll see that it is 23—(73-50). The vertical distance of the angle going up is 20.

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Assigning a Line Number

After a sketch is complete, you can assign a line number to that sketch.

1. Right-click on the sketch and select Assign Line# from the pop-up menu.

2. The Assign Line# dialog box displays. Select the line number from the drop-down list.

3. Click OK.

Line 4 disappears and the new drawing now displays with the description that you selected on the CAMA tab.

When we drew this shed, a Seq 4 was added. However, we want to assign our shed to Seq 3—

the shed that was added on the OBY tab.

Appendices


Deleting a Drawing

You can easily delete both finished and incomplete drawings.

1. Right-click on the drawing and select Delete from the pop-up menu.

2. If the sketch has no line number, as in the case of a drawing that you've just completed (see Seq 4 below), it is immediately deleted.

If the sketch has a line number, it also has a database record (as in Seq A0, A1, or 3 above), and the following dialog box displays.

3. You have three options:

Click Deactivate Line to deactivate the record and remove the sketch. If you make this selection, you should also remember to commit the parcel to the database after you save and exit Sketch.

Click Remove Sketch to remove the sketch, but retain the record. You could then redraw the sketch and assign the line number again.

Click Cancel to change your mind and exit this dialog box.

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Appendix B: Address Formats

Address Fields Address Types

*Lines 1-3: Three 80-character fields. **City/State/Zip: The City/State fields are filled automatically if the Zip code is present in the Zip code table.

Note: If the Address Type in an existing owner record is changed from one format to another, the program removes the data from any address lines that will not be a part of the new Address Type. For example, the Free Format address type can contain data in all three Free Format address lines, while US Standard address type permits entry of data in only address line two. The program removes any unnecessary address information from Address lines 1 and 3 when the address type is changed from Free Format to US Standard.

Appendices


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Index

A

ADD override code .................................................................................................................................................................. 61 Adding a record ....................................................................................................................................................................... 11 Additions tab

Buttons ............................................................................................................................................................................... 48 Entering data ...................................................................................................................................................................... 47 Field definitions .................................................................................................................................................................. 49

Address formats .................................................................................................................................................................... 113 Angle Vectors ........................................................................................................................................................................ 110 Angles

Drawing ............................................................................................................................................................................ 109 Assessment tab

Entering data ...................................................................................................................................................................... 58 Field definitions .................................................................................................................................................................. 62 Override Codes .................................................................................................................................................................. 61 Overriding values ............................................................................................................................................................... 61 Source of values ................................................................................................................................................................. 59

Assessment Values Overriding .......................................................................................................................................................................... 61

Assigning line numbers ......................................................................................................................................................... 111

B

Baseline View ............................................................................................................................................................................ 5

C

CAMA Customizable forms ............................................................................................................................................................. 5 Overview .............................................................................................................................................................................. 2 Tasks..................................................................................................................................................................................... 2 Transactions ......................................................................................................................................................................... 3

CAMA Residential Accessing .............................................................................................................................................................................. 6 Baseline view ....................................................................................................................................................................... 5 Basic tasks ............................................................................................................................................................................ 9 Data collection worksheet ................................................................................................................................................. 16 Tasks................................................................................................................................................................................... 18 Transactions ....................................................................................................................................................................... 20

Com Int/Ext tab Adding a new section ......................................................................................................................................................... 48

Cost Factor Calculation ........................................................................................................................................................... 46

D

Data collection worksheet ...................................................................................................................................................... 16 Deactivate line ...................................................................................................................................................................... 112

Index


Deactivated Records ............................................................................................................................................................... 13 Deactivating Records .............................................................................................................................................................. 12 Deleting a drawing ................................................................................................................................................................ 112 Drawing

Rectangles ........................................................................................................................................................................ 100 Dwelling tab

Cost factor calculation ....................................................................................................................................................... 46 Dwellings tab

Characteristics section ....................................................................................................................................................... 33 Condo section .................................................................................................................................................................... 39 Field definitions of Condo section...................................................................................................................................... 39 Field definitions of Pricing Ladder section ......................................................................................................................... 42 Field definitions of the Characteristics section .................................................................................................................. 35 Field definitions of the Other Features section.................................................................................................................. 38 Other Features section ...................................................................................................................................................... 38 Pricing Ladder section ........................................................................................................................................................ 41

E

Editing drawings using vectors ............................................................................................................................................. 105 Entrances tab .......................................................................................................................................................................... 82

Field definitions ................................................................................................................................................................. 82

F

Forms Customizable........................................................................................................................................................................ 5

I

Integration with AA and Tax Modules ...................................................................................................................................... 3 iSketch ...................................................................................................................................................................................... 4

Angle vectors ................................................................................................................................................................... 110 Assigning a line number ................................................................................................................................................... 111 Bow Vectors ..................................................................................................................................................................... 108 Deleting a drawing ........................................................................................................................................................... 112 Drawing

Angles .......................................................................................................................................................................... 109 Bows ............................................................................................................................................................................ 106 With Vectors ............................................................................................................................................................... 102

Drawing Rectangles.......................................................................................................................................................... 100 Editing .............................................................................................................................................................................. 105 Moving a drawing ............................................................................................................................................................ 102 Quick Tour .......................................................................................................................................................................... 98 Shortcuts to Drawing Rectangles ..................................................................................................................................... 105 Sketch Components ........................................................................................................................................................... 99 Starting............................................................................................................................................................................... 96 Toolbar ............................................................................................................................................................................... 98 Vector drawing ................................................................................................................................................................. 104

L

Land tab Entering land data .............................................................................................................................................................. 29 Field definitions ................................................................................................................................................................. 30

Legal Description tab Buttons......................................................................................................................................................................... 77, 83 Field definitions ........................................................................................................................................................... 78, 84

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Legal tab .................................................................................................................................................................................. 74 Field definitions .................................................................................................................................................................. 75

Loading a parcel ........................................................................................................................................................................ 9

M

MAX override code ................................................................................................................................................................. 61 MIN Override Code ................................................................................................................................................................. 61

O

OBY tab Entering data ...................................................................................................................................................................... 52 Field definitions .................................................................................................................................................................. 54

Override Codes ....................................................................................................................................................................... 61 Overriding Assessment Values ................................................................................................................................................ 61 Owners tab ............................................................................................................................................................................. 69

Field definitions .................................................................................................................................................................. 71

P

Parcel ID search field................................................................................................................................................................. 9 Parcel tab

Entering data ...................................................................................................................................................................... 21 Miscellaneous Values section ............................................................................................................................................ 26 Parcel section ..................................................................................................................................................................... 22 Property/Location Factors section ..................................................................................................................................... 25

PCT Override Code .................................................................................................................................................................. 62 Permits tab .............................................................................................................................................................................. 79

Field definitions .................................................................................................................................................................. 80

R

Reactivate a Record ................................................................................................................................................................ 14 Records

Deactivating ....................................................................................................................................................................... 12 Reactivating ....................................................................................................................................................................... 14 Viewing deactivated ........................................................................................................................................................... 13

Remove sketch ...................................................................................................................................................................... 112

S

Sales tab .................................................................................................................................................................................. 64 Field definitions .................................................................................................................................................................. 65

Saving, Validating, and Committing Your Changes ................................................................................................................. 12 Search

By Parcel ID search field ....................................................................................................................................................... 9 Searching for a parcel ............................................................................................................................................................. 10 Security screen ........................................................................................................................................................................ 96

T

Transactions ............................................................................................................................................................................ 20 CAMA ................................................................................................................................................................................... 3 Integration with AA and Tax................................................................................................................................................. 3

Index


U

Undoing Changes .................................................................................................................................................................... 11

V

VAL Override Code .................................................................................................................................................................. 61 Values tab ............................................................................................................................................................................... 85

Buttons............................................................................................................................................................................... 86 Field definitions ................................................................................................................................................................. 87

Vector Codes ......................................................................................................................................................................... 103 Vector drawing

Basic ................................................................................................................................................................................. 104 Vectors

Bows................................................................................................................................................................................. 108 Viewing Deactivated Records ................................................................................................................................................. 13

W

Worksheet .............................................................................................................................................................................. 16

3199 Klepinger Road Dayton, OH 45406

Phone: 800.800.2581 Fax: 866.658.4258 www.tylertech.com

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