MA – M&S Valuation Setting Editor (103-ed-025)

Valuation Setting Editor (Marshall & Swift MVP Interface)

Available in release 6.1.2211 – (In Development)

Overview

Marshall & Swift (M&S) is a cost-based appraisal methodology intended to value buildings and non-buildings improvements using the reconstruction cost method. It comes with two different valuation approaches, one for residential properties and one for commercial ones. This appraisal method is rarely used to produce final values but often used to provide a comparison point with other value types such as comparable sales or market values (MRA). The Marshall & Swift Valuation Platform Online (MSVPO) integrates with Computer Assisted Mass Appraisal (CAMA) systems via web services hosted by CoreLogic®.

Purpose

In Govern for Windows, M&S was offered as a special set of configurations within the Building Structural Element (BSE) function. An interface was developed to periodically load M&S valuation tables within the Govern BSE tables from the M&S database tables.

A different approach has been taken with OpenForms v6.1. In OpenForms, a new M&S API was developed to support the MSVPO interface for both residential and commercial valuations.

M&S In Govern

New admin parameters have been created as well as new database table structures that are specific to M&S. An internal API or data exchange tool will be needed for each Harris Govern product line to read/write the data from/to our product specific format (either in the legacy improvement tables or in new ones).

With the implementation of the new MSVPO API, a conversion tool has been created to convert the legacy M&S data into the new format.

The CoreLogic MSVPO API has been developed by CoreLogic as a public facing Web Service. This MSVPO service has been leveraged for Govern development.

The system defaults are by year and valuation types. As the M&S tables determine the type of computation, residential or commercial, the interface offers two entries, one for the Residential valuation method and one for the Commercial valuation method.

Valuation Settings Editor User Interface (UI)

The Valuation Setting Editor interface is located in the Govern New Administration (GNA)

To access the UI in GNA…

  1. On the GNA ribbon click Editors (tab) > Valuation Settings Editor
  2. The Valuation Settings editor will be displayed.

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Valuation Settings Editor Setup Parameters

Valuation Settings Form – tab buttons

New – Click New to create a new Valuation Setting record.

Save – After completing the required parameters, click Save to save your Valuation Settings.

Delete – Click Delete to delete the currently selected valuation settings record

Refresh – To update the settings in the form with those of the M&S Valuation tables, click Refresh.

Valuation Settings Form – parameters

Description – Enter a descriptive name for the new valuation settings record.

Commercial / Residential – These options refer to the valuation method; select which type of table will be obtained from the M&S tables, e.g., Commercial or Residential.

Years – This column lists the valuation type and corresponding year that are available.

Year – This field that will indicate the year of the currently selected record.

Residence Type – This optional parameter is a drop-down menu that displays the residence types available in the Marshall & Swift (M&S) tables.

NOTE: This parameter is disabled when the valuation method selected is Commercial.

Default Style – When a Residence Type is selected, all possible styles will be displayed.

NOTE: This parameter is disabled when the valuation method selected is Commercial.

Valuation Date – All valid valuation dates will be displayed in this drop-down menu

Base Date – Select a Base Date from the date picker; this is a value that is less than or equal to the Valuation Date. The default is the Valuation Date.

Multipliers (group)

The local multiplier adjusts the calculated costs to the location of the building. Commercial Estimator automatically uses a local multiplier based on the ZIP or Postal Code entered on the General Information screen.

Local Multiplier – Enter a value to set the Local Multiplier; this parameter accepts values between 0.10 and 3.00.

Local Multiplier Adjustment Percentage – The Local Multiplier Adjustment is used to increase or decrease costs for unusual situations, such as remote locations, resort locations, shortages, surpluses, and so on. Enter a positive or negative percentage to increase or decrease the local multiplier. Accepted values are -50.00 to 200.00

Regional Multiplier – Accepted values for this parameter are 0.10 to 3.00.

NOTE: This parameter is disabled when the valuation method selected is Commercial or when the Regional Multiplier parameter is not set.

Manufactured Home Mult. Type (group)

Manufactured homes are residential structures built on steel undercarriages with necessary wheel assemblies to transport them to permanent or semi-permanent sites.

Use Regional Multiplier / Use Local Multiplier – Select either Use Regional Multiplier or Use Local Multiplier.

NOTE: This parameter is disabled when the valuation method selected is Commercial.

Effective Age Adjustment Value – When entering an Effective Age Adjustment Value, accepted values are 0 – 20.

Rounding Value – Accepted Rounding Values are 0 – 1000000.

Architect Fee Percent – Valid values for the Architect Fee Percentage is 0.00 – 100.00.

Depreciation Percent Adjustment Value – Refer to MPV Commercial 2.1.3 & 8.6.3 and MPV Residential 2.1.4 & 7.8.3 for more information.

US Localization Type (group)

Select one of the available three (3) options, 3-digit only, 5-digit only, or 5-digit or 3-digit.

Depreciation Percent Apply Flag – Select True or False ; See MPV Commercial 8.6.2 and MPV Residential 7.8.2 for details

Depreciation Maximum Percent – Refer to MPV Commercial 2.1.3, 8.6.3 & 8.6.4 and MPV Residential 2.1.4 & 7.8.4 for details.

Section Depreciation Maximum Percent – See MPV Commercial 2.1.3, 8.6.3 & 8.6.4 and MPV Residential 2.1.4 & 7.8.4 for details.

Zone Information Adjustment Override (group)

NOTE: The Zone Information Adjustment Override frame is only available when the valuation method selected is Residential.

Target Zip Code – Enter the zip code of the required area on the M&S table.

Energy Zone – Select an Energy Zone, e.g., Moderate.

NOTE: This parameter is enabled only if a Target Zip or Postal Code has been entered.

Foundation Zone – Select a Foundation Zone.

NOTE: This parameter is enabled only if a Target Zip or Postal Code has been entered.

Hillside Construction – Choose a value from the drop-down menu; e.g., Flat.

NOTE: This parameter is enabled only if a Target Zip or Postal Code has been entered.

Seismic Zone – Choose a value from the drop-down menu.

NOTE: This parameter is enabled only if a Target Zip or Postal Code has been entered.

Wall/Energy Zone – Select a Wall Energy Zone code; e.g., 2×4 Base Cost.

NOTE: This parameter is enabled only if a Target Zip or Postal Code has been entered.

Wind Zone – Select a Wind Zone code.

NOTE: This parameter is enabled only if a Target Zip or Postal Code has been entered.

Documentation

When documentation is available click here to view it.

GNA Product Map

 

 

103-ED-025

 

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TX – BP Load LockBox Entries (101-tx-bp-005)

Load LockBox Entries Batch Process

Release 6.1.1912 | 6.0.1904 | 6.0.1903

Overview

This batch process will load a payment lockbox file from a third party to Govern.

Documentation

When available a link to documentation is located here.

Configuration

This Batch Process uses the standard BP configuration.

 

TECH NOTE: Process code: GWF_LOCKBOX

 

Load LockBox Entries batch process Parameters

Preload: Create a record in table AR_LOCKBOX_HEADER and load all records from selected file to table AR_LOCKBOX_DETAIL

  • Replace File: if the file already loaded, a message will show ” and won’t let you load the file. If you want to delete the previous file and reload it, you need to check this option.

Process From File: Preload the file to table and load the payments

  • Update Duplicate Bill in Mailing: after loading the payment, the field DUPLICATE_BILL will be updated to -1

Process Preload file(s): Load the payments from (Table: AR_LOCKBOX_DETAIL) from the selected batch number.

 

NOTE: The batch number is required.

 

File Validation Only: Select this option to go through all records from the file, simulate the load of payment and list all error(s).

 

Scheduler Configuration

To process a payment, the Accounts Receivable (AR) needs a department; when run in Govern the process will use the Profile department.

If the batch process is run through the Scheduler, there is no Department set. At the location indicated below, select a department configuration that the Lockbox will use when it is run in the Scheduler:

 

Applicable Business Rules

 

 

101-tx-bp-005

 

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MA – Marshall & Swift Copy to Year Batch Process (103-ma-bp-010)

Mass Appraisal (MA) Marshall & Swift Copy to Year Batch Process

Overview

Marshall & Swift™ offers appraisal guidelines for developing replacement costs, depreciated values, and insurable values of buildings and other improvements.

The Marshal & Swift Copy to Year batch process is the same as the Govern Copy to Year batch process that will copy the parameter tables from one year to another.

 

NOTE: The parameter table for Marshall & Swift is called msvpo.ValuationSettings.

Govern users can run the Marshall & Swift Copy to Year batch process in to order to copy Mass Appraisal administrative parameter definitions, and appraisal tables from one year to any other year.

Documentation

To view this information in pdf format, open the following document:
103-ma-bp-010_MarshallAndSwift-CopyToYear.pdf

Configuration

Configuring the Marshall & Swift Copy to Year Batch Process

The procedure of Configuring the Marshall and Swift Batch process is similar to other Govern standard batch processes. Please refer to the Govern New Administration (GNA) 6.x User Guide for details.

  1. Launch the Govern New Administration (GNA)
  2. Select Editor (tab) > Profile Editor.
  3. Follow the steps to add the batch process to the required profile.
  4. From the GNA ribbon, click Editors (tab) > Batch Process Definition Editor.
  5. In the Profile Editor, click the profile that you would like to modify.
  6. Click the Links tab.
  7. Select your form and click Add to add the batch process to the form.

The Copy to Year for Marshall & Swift Parameter Tables is a System batch process. The Marshall & Swift parameter table (msvpo.ValuationSettings) is also included in the Mass Appraisal Copy To Year batch process.

See Also

Copy Mass Appraisal Parameter Tables to Year

Mass Appraisal Initialize Year

 

MA – Product Map

 

 

103-ma-bp-010

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MA – BP Taxroll Snapshot (101-ma-bp-012)

Mass Appraisal Taxroll Snapshot Batch Process

Release 6.1

Overview

The Mass Appraisal Taxroll Snapshot batch process is designed to make a snapshot (freeze/audit) of the CAMA & Tax data.

Documentation

To view this information in pdf format, click on the following link:

101-ma-bp-012_MATaxrollSnapshot.pdf

User Interface (UI)

The UI for the Taxroll Snapshot batch process is  similar to standard Govern batch processes.

Taxroll Snapshot batch process Parameters

Year: The Year that the snapshot will be made from.

Snapshot: The snapshot number that will be used as the FROZEN_ID. Values are taken from (Table: SNAPSHOT) System Validation table.

  • Selected from a snapshot value between -32500 and -32759

Parcels to snapshot (group)

All: When this option is selected, data is selected from all Parcels in (Table: PC_PARCEL).

Tax Map Number – Selecting this option will:

  • Only select data for Parcels included in the Tax Map Range
  • If selected, you must provide at least a From or a To tax map number
    • A partial Tax Map number can be used; the search will perform a LIKE ‘taxMapNumber%’

Saved Dataset – This option will select data only for Parcels included in the selected Dataset name

Delete destination data before snapshot – Select this option to delete the destination data for the selected Parcels before making the Snapshot.

Records by batch: Specify the number of parcels to include in each batch; system default is 50.

Business Rules for Obtaining Records

Getting Records

This process will select all distinct parcels from (Table: PC_PARCEL)

Running the Taxroll Snapshot Batch Process

This batch process can be run Synchronously or Asynchronously. Note that Asynchronous transactions are recommended for improved performance. The Transaction Mode is forced to CONTINUOUS.

Related Information

Refer to the Govern OpenForms Designer (OFD) documentation for details.
Refer to the Mass Appraisal General Information documentation for further details on frozen records.

 

 

101-ma-bp-012

 

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MA – Summary Record Card

Mass Appraisal (MA) – Summary Record Card

Version 6.0.1903 / 6.1.1911 (In Development)

Overview

NOTE: This page is under development.

The Mass Appraisal (MA) Summary Record Card is a form that presents as a Header and a list of summary information, called “cards” in the MA module. This form displays components of a property where each component is grouped. For example, the MA Summary Record Card would display, amongst other things,  information Buildings Structural Elements (BSE), Land, Site, etc.

The Summary Record Card form is currently available for the following:

  • Mass Appraisal (MA)
  • Property Control (PC)

 

Related Topics

 

 

101-ma-frm-075

 

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Roll Forward – Fields Exclusion

Fields Exclusion

Overview

By default, when you perform a roll forward or run a batch program that copies data to the following year, all database fields from the following list of tables are copied.
Using the Fields Exclusion form, you can select the fields to exclude from the Copy to Next Year and Roll Forward processes. You can exclude the same of different fields. The lists are independent.

For details, see Fields Exclusion.

Version

The Fields Exclusion form is available in Govern OpenForms v6.1 and above.

Excluding Fields

To exclude database fields from the Roll Forward and Copy to Year processes:

  1. Launch GNA.
  2. Select Application Configurations > Fields Exclusion.
  3. Click the Add icon to select a field.This adds a row to the grid.
  4. Select the table, containing the field, from the drop-down list in the Table Name field.
  5. Select the field that you want to exclude from the corresponding drop-down in the Column Name field
  6. Select the Roll Forward checkbox to exclude the selected field from the Roll Forward process.
  7. Select the Copy to Next Year checkbox to exclude the selected field from the batch processes that copy data to the following year.
  8. Repeat steps 3 to 7 to add more fields.
  9. Click Save.

Batch Processes

Batch processes that copy data to the following year include:

  • Compute Levies and Exemptions
  • Mass Appraisal Values Computation

Roll Forward

The Roll Forward process is launched from the Govern Tax and Mass Appraisal forms.

Available Tables for Fields Exclusion

Aircraft Excise Tax

  • AC_ASSESSMENT
  • AC_ASSESSMENT_DET
  • AC_EXEMPTIONS
  • AC_LEVY_MASTER
  • AC_LK_LEVY_EXEMPT

Boat Excise Tax

  • BT_ASSESSMENT
  • BT_EXEMPTIONS
  • BT_LEVY_MASTER
  • BT_LK_LEVY_EXEMPT

Mass Appraisal Buildings

  • MA_BLDG_AREA_YEAR
  • MA_BLDG_DRAWING
  • MA_BLDG_INFO
  • MA_BUILDINGS
  • MA_BUILDINGS_2

Mass Appraisal Income

  • MA_INC_INFO
  • MA_INC_SIMULATION
  • MA_INCOME
  • MA_INCOME_DETAIL

Mass Appraisal Land

  • MA_LAND
  • MA_LD_INFO

Mass Appraisal Linking

  • MA_LINKS_PERCENT
  • MA_LK_INC_FIELD

Mass Appraisal Tables (General)

  • MA_MASTER
  • MA_MISC_STRUCTURES
  • MA_MRA
  • MA_OVERRIDE
  • MA_SITE
  • MA_VALUES_TABLE

Motor Vehicle Excise Tax

  • MV_ASSESSMENT
  • MV_EXEMPTIONS
  • MV_LEVY_MASTER
  • MV_LK_LEVY_EXEMPT

Property Control

  • PC_AREA
  • PC_LEGAL_INFO

Personal Property Tax

  • PP_ASSESSMENT
  • PP_ASSESSMENT_DET
  • PP_EXEMPTIONS
  • PP_LEVY_MASTER
  • PP_LK_LEVY_EXEMPT

Real Property Tax

  • TX_EXEMPTIONS
  • TX_LEVY_MASTER
  • TX_LK_LEVY_EXEMPT
  • TX_RE_ASSESSMENT

 

 

103-std-parm-RollFwdExcl

 

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Self Reported Business Tax

Self Reported Business Tax

Overview

The Business Tax subsystem has been designed for local governments and organizations that need to report the sales tax that are generated from local businesses and classified as Self Reported Tax or Business Tax. Harris Govern’s Business Tax subsystem provides a flexible administrative setup. Administrators are able to set up categories, add customized fields with computations rules, define tax levies and how they can be applied. Business Tax is collected according to user-defined periods. Even for infrequently collected tax, the organization needs to define a Period record, with the number of periods set to zero. Govern Users set up Business tax accounts for each individual and company from whom they need to collect taxes. The Business Data Entry Tax function provides detailed information on each record and direct access to the Accounts Receivable subsystem for viewing and maintaining records and for collecting payments.
The module includes the following OpenForms System and Application components, features and options….

Read More...

Forms and Functions

Features

ST General Features

  • Filing Form Configuration (UI and Computation)
  • Corrected Filings
  • Zero Filers

Govern Standard Features

Govern Standard Form/Functions

Batch Programs

Standard Reports

  • Not applicable

Module Options and 3rd Party Integration

Parameters and Options

The following parameters are set in the OpenForms Govern Administration system GNA [103]

Reference Material

Manual(s)

Self Reported Business Tax Release 6.0

101-all-SelfReportedBusinessTax(guide)-(6.0).pdf

Govern for Windows 10.8

TXSelfReported108.pdf

Videos

Recordings of the Govern V6.0 user interface and Self Reported Business Tax Module are available by request.

Viewing Instructions

Click on the Table of Contents (TOC) icon in the lower right hand corner of the video to link to the key locations within the video. The TOC and other icons are only available when viewing the video on the Web site with the Screencast.com embedded viewer. If the video is downloaded for viewing as a standalone, the TOC icon will NOT be present.
VidTOC2.png

Govern V6.0 Tour (Part 1)
Govern V6.0 Tour (Part 2)
Govern V6.0 Tour (Part 3)

Saving Videos

To save the video for viewing at a later time, while it is playing on the Screencast.com Web page, perform the following steps:

  1. Over the area of the video, right click to display a floating menu.
  2. Select “Save Video As…”.
  3. In the dialog choose the location that you would like to save the video to, e.g. the desktop.

 

 

101-st

 

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