101-ma-compute

Mass Appraisal Computation

Release 6.1

Overview

The following documentation is for version 6.1 only. For more detail information, see the Mass Appraisal Product Map by section (Land, Building, etc.) that includes the form, parameters and the compute.
For direct access to the parameters, see the Govern Administrator (GNA) system Product Map under Application Parameters, Mass Appraisal.

Appraisal Value Computation

GENERAL SPECIFICATION
101-ma-Specification Valuation Methods Specifications
MA Tables Rules Validation Tables
MA Values Rules
MA Modif Stamp
MA Compute Entity Configuration		 MA Tables Business Rules
MA Valuation Business Rules
MA Modification Stamps
MA Compute Entity Setup		 For Business Analysts and System Administrators
TECHNICAL INFORMATION
Parameter Tables Summary Info
Tables & Codes Specification
Grouping Specification		 MA Parameters Tables – Summary Info
MA Tables & Codes – Specification
MA Groups		 For Developers and Technical Users
All Module Diagrams
Mass Appraisal (pdf)		 Database Model page (Visio Diagrams)
Mass Appraisal Visio diagram
COMPUTATION DETAILS
101-ma-compute-Property Global Property Value
101-ma-compute-Site Site Adjustments
101-ma-compute-LandUnits Land Units (Dimension)
101-ma-compute-Land Land Value
101-ma-compute-Bldg Building Value
101-ma-compute-Income Income Value
101-ma-compute-MRA MRA Value
101-ma-compute-PP Personal Property Appraisal Value
SEE ALSO
101-std-bp-001 Evaluate Expressions
101-ma-bp-002 Batch Compute
101-ma-bp-005 Batch Compute of Sales Data
101-ma-fea-001 Action Button – Force Full Property Compute

 

Adjustment Computation Order

Here’s the order in which the different types of adjustments are applied for the Land and the BSE compute independent of the sequence:

Land compute
1) f – Feature
2) r – Rate adjustments
3) a – Adjustment

Building Structural Elements (BSE) compute
1) m – Area adjustment
2) s – Area size override
3) r – Rate adjustment
4) a – CAMA adjustments
5) q – Quality points
6) t – Overall adjustments
7) o – Depreciation override
8) d – Depreciation ítem AND e – Depreciation table override
9) g – Global adjustments

Controller Properties

A miscellaneous property parameter is available in most of the Mass Appraisal Components Forms.

Different properties are available:
ComputeExecuteCondition
This property can be set to TRUE or FALSE.
Behavior when set to:

  • FALSE
    • Standard Setup- Recomputes the current and child records as well as the MA_SITE and MA_MASTER (to update the new component value and linked values such as Income)
  • TRUE
    • Special Cases – Recomputes ALL component records (buildings, land, etc.) and the MA_SITE(s) and MA_MASTER for the property. For instance, special land records may impact the value of all lands. If this is the case, the parameter can be set to true using an expression to set it when these land types are present.

 

 

101-ma-compute

 

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MA – Module Configuration

CAMA Mass Appraisal Module Configuration

[Page in development]

Getting Started

Before Getting Started

– Review legislation, land management and property control business rules – INPUT
– Determine classification of property assessment, exemption, liabilities and tax revenue allocation – OUTPUT
– For each class, establish appraisal valuation method (cost, market, income…), timeline and business rules – PROCESS
– For each class and valuation method, establish component (land, bldg, misc…) data requirements and dependencies (included in building, included in total income, excluded from role…)
– Revisit requirements (the real requirements), property valuation techniques and fair value determination

Environment Configuration

– Define Deployment Environments (stage, test, uat, production)
– Setup Organization (departments, profiles, users, roles, security)
– Install System Options, 3rd Party (Apex, SSRS..), Services (Scheduler, Batch…)

THE BASICS – General Appraisal & Modeling

Overall Components

  • Appraisal Methods: SYSTEM Validation Table MAMETHOD
  • Jurisdictions, Legal Property Type, Area Property Use
  • Neighborhood: MA Tables Single Entry Table NBHD
  • Rounding: MA Tables Single Entry Table MAROUND
  • Adjustments

Table Structure

Most Mass Appraisal tables can be define by a Group Type (MALKGROUP) such as Neighborhoods, Jurisdictions, Jurisdiction AND Neighborhood, etc.

  • The following tables are used to build group types:
    • Jurisdiction: User Table JURISD (USER Validation Table – Mass Appraisal)
    • Property Type: User Table PROPTYPE (Regular Table )
    • Neighborhood: User Table NBHD (MA Tables Single Entry Table)
    • Income Neighborhood: INCNBHD

Some combinations include Up-to-Units:

  • Look up types by AREA TOTALS: MALOOKUP
  • Look up types by AREA TYPES and total: SYSTEM table MALOOK1

Some combinations include Matrix, Linked or Averaged ltems:

  • Matrix are used to create a multi-dimension rate or adjustment table. EX: Table Look-up by Property Type, Ext Wall Material 1, Ext.Wall Material 2 = Quality Point Look-up
  • Tables can be Linked, Averaged or Grouped
    • Example: Wall 1 = 10.00 , Wall 2 = 11.00
      • Wall Quality Point or Rate Adjustment = 10.50
    • Example: Wall 1 = 10.00, Wall 2 = 11.00, Wall 3= (minus) -2.00
      • Wall Quality Point or Rate Adjustment = 19.00

Land

General Parameters
Land Unit Type

  • Lot Size Unit Type (SYSTEM Validation Table LUNIT) used in Property Control and Mass Appraisal
  • MA Land Unit Type 1 (SYSTEM Validation Table LUNIT1) used in Mass Appraisal
  • Linear Unit Type 2 (SYSTEM Validation Table LUNIT2) used in Mass Appraisal and Property Control

Land Use Code
Land Rate Schedule
Land Adjustments

Building

Property Control Links

  • Owner Types
  • Occupant Types
  • Other Building Linking Type

Building Classification

  • Building Use (Single MA Table BLDGUSE)
  • Building Model (USER Table MODEL)
  • Building Sub-Model OCCUPANCY (USER Table SUBMODEL)

Building Area

  • Area Types (USER validation AREATYPE) ex:porch, living, garage…
  • Area Codes (Single MA Table DRAWING) ex: basement , basement finished ,enclosed porch, garage heated, carport, overhang…)
  • Area Floors (USER validation table DRAWF)

Depreciation

Miscellaneous Structures

-General Parameters
-Miscellaneous Use
-Units

Income

-General Parameters
-Rental Detail
-Expenses

Comparable Sales

-General Parameters
-Comparable Elements

Fair Market (MRA)

The following General Parameters impact MRA:

MRA Models – The Models need to be created before the Elements as they assigned when creating Elements.

MRA Elements – For each MRA Element, you need to specify to which MRA Models

Application Parameters

General Parameters

Tables

BSE Templages

Other

Comparable Sales

 

 

101-ma-config

 

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MA – Full Recompute All MA Records

CAMA Full Recompute All Mass Appraisal Records

Overview

The Recompute All MA Records control can be added to any Mass Appraisal form, with the exception of CAMA Sales Information.
It is used for recomputing all the Mass Appraisal records for the current parcel. If this functionality is not applied, only the current record is updated when you click the Save button.
If the functionality is applied, then all the land, building, income, and MRA records for the current parcel are updated. For example, if you have a Land record open, and click Recompute All Mass Appraisal, all the land records associated with the property are recomputed. As well, all the building and income records associated wish the property are recomputed.
The Recompute All Mass Appraisal records can be run automatically, when the user clicks Save or Delete, or manually, when the use clicks the Recompute button. In the latter case, as with all OpenForms action button, security can be applied.

An expression can be added to this functionality so that it is applied under a specific condition only.

101-ma-fea-001.pdf

Configuring the Recompute All Mass Appraisal Records Functionality

Adding the Recompute All
To add the Recompute All Mass Appraisal functionality to a Mass Appraisal user form:

  1. Launch the Govern OpenForms Designer (OFD).
  2. Open the CAMA form.
  3. Select the tab for the entity.
  4. Expand the Controller properties. The name of the Controller varies with the form.
  5. Select one of the following from the ComputeExecuteMethodType drop-down list.
    None If you do not want to apply this functionality.
    Manual: To run the recompute when the user clicks the action button.
    AfterSaveAndDelete: To run the recompute when the user clicks the save or delete button for the current record.
  6. Click Save

 

Verifying that the Action Button is Added to the Form

If you have set the Recompute All MA for the Current Parcel functionality to manual mode, you can verify that the action button is added in Govern.
To verify the action button is added to the form:

  1. Launch Govern.
  2. Open a Profile that contains the form you configured.
  3. Open the form.
  4. Ensure that the Recompute All MA for Current Parcel button is visible.
  5. Hover the mouse over the button.
  6. Ensure that the tool tip is displayed.

 

Defining Security for the Recompute All Mass Appraisal Records Functionality

To set up security permissions for the Recompte All functionality:
Launch the Govern OpenForms Designer (OFD).

  1. Open the form to which you added the Recompute All functionality.
  2. Click the Security icon.
  3. Select an item under each of the following: Type, Profile, User or Role
  4. Select the downward arrow beside the action buttons for the entity that you configured.The security setting Recompute All MA for the Current Parcel is displayed.
  5. Click the arrow to disable the security for the selected security Type, Profile, and Role or user.
  6. Click Save on the OpenForms Designer form.

 

Adding a Condition to the Recompute All MA

You can add an expression to the Recompute All MA functionality in order to execute the recompute only when a certain condition is met. For example, you could add an expression to execute the query only when a specific land schedule is selected.
To add a condition:

  1. Launch the Govern OFD.
  2. Open the form to which you added the Recompute All MA functionality.
  3. Click the ellipsis button beside the Execute Condition parameter.This opens the Expression Selector.Enter the expression.In the example, the expression is @attrRATE_SCHEDULE=’Bay Front’
  4. Click OK on the Expression Selector.
  5. Click Save on the OpenForms Designer interface.

 

TIP: You can test the expression with the Evaluate feature. When you add an expression, the attributes in the expression appear on the form. Enter a value in the parameters for the form. Click Evaluate.

 

 

101-ma-fea-001

 

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MA – Mass Appraisal Feature 4 – Search

Mass Appraisal Feature 004 – Search

Overview

The Mass Appraisal Search feature allows you to retrieve datasets from the database. The Predefined Searches pane is the main user interface for performing searches on the database.
Further actions such as creating permits, attaching messages, generating licenses, generating mailing lists, etc. can then be performed on the records in these datasets.

When a search is performed, you are querying the database based upon your specified criteria. For example, a search by Parcel ID (P_ID) will return all records with a P_ID or a P_ID that matches a specified parameter. Search results can be controlled with the value specified in the Max. Records parameter in the User Registry. For example when the Max. Records parameter is used, i.e. a value of 25 is specified, only the first 25 records are used. If there are more records, they are discarded. Additional sorting can occur, but only on the records obtained.

Related Topics

 

 

101-ma-fea-004

 

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101-ma-fea-010

Mass Appraisal Feature 11 – Freeze & Audit

Overview

Frozen Records are snapshots of data records prior to when a modification was made to the record. Frozen ID’s are identifiers of the modification status of a record. The following is an indication of the assignment of frozen ID’s:

 

Record Status  Assigned Frozen ID
Current Year Record 0
Sales Record 1, 2, 3, 4…
Closed Year Record -1
Audit Record  -2, -3, -4, -5…
Simulation Data 32,767
Split Merged Data  -32,766 and higher; e.g. -32,765, -32,764, -32,763…

 

For details refer to the Frozen ID section on the Roll Forward Business Rules page.

 

 

101-ma-fea-010

 

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MA – Tables Business Rules

Mass Appraisal (MA) Tables Business Rules

Release 6.1 [under review]

Overview

MA Tables Basics

MA TABLES are used to calculate values and adjustments for the different type of components (property, site, land, building, misc. structures, income, mra and comparable sales). Different categories and table elements can be defined such as Features, Rates, Adjustments, etc. Click here for the Type/Category/Elements possibilities.

Table Type

  • All (all), Site (all), Land (land), Building (bldg), Sale (sale), Income (inc), MRA (mra)

Table Categories

  • Depends on Table Type

Table Element Categories

  • Depends on Table Type and Categories

Table and Column Names
When setting up the mass appraisal parameters, codes are created in new or existing validation tables while columns are created in the master component tables to record the code selected, the value calculated for this code, the override value if applicable… The following naming rules and standards apply:

  • Table Names and Columns Names should be created in UPPERCASE.
  • Table Names cannot be more than 8 characters long, MUST start with a letter and cannot contains special characters except the underscore ‘_’.
  • Column Names cannot be more than 15 characters long and must start with a letter.
  • Table Type for Mass Appraisal Validation Tables is 2. For the complete list of table types, See VT USER Table Type
  • When NO TABLE is entered, the Table Name is saved with 8 spaces (ex: Grid header records)
  • Columns Names are unique (business rule is now enforced in 6.1) – Some exceptions, contact R&D for more information

Table Name used by different MA Tables entries

  • The same Table Name and codes can be shared by different MA Tables Entries Sequences.
  • The sequences that use the same Table Name must have the same LOOK UP GROUP Type and MATRIX specification (to be validated)

No Table Name

  • When no table is specified for adjustments, rate adjustments and features the user will be able to add a code directly in the Land, Building, MRA and Site Grid. This code will be transformed to a numeric value and moved to the value column. (bse column to be reviewed)

Computation Sequences

Used to define the computation order sequence.

  • Column has changed to an integer in 6.1
  • Will be formatted with 6 digits 999999

Formatting
Used to define the number format that will be applied against the value column in grids for land, site, mra adjustments, income and building structural elements.

MA Tables Standard Options

The standard options are applicable based on Table Type, Table Category and Table Element Category.

Look-Up Group Type

  • For all MA Table entries defined with a table name, it will be possible to use the MA Link Group Look-Up option.
  • A new change is implemented where it will be possible to link the Neighborhoods to the Jurisdiction to limit the size of the Neighborhood Look-up.

Is required Expression

  • An expression for the IS Required has been added. Available where explicit data entry by the user is possible.

Do Dot Display

  • MA Tables entries with this option are not displayed in the land adjustments and building structural element grids. Often used with Forced Unique

Forced Unique

  • MA Tables entries with this option will auto select the code of the Table Name specified, if the code is unique.
  • No interaction is needed when the user is presented with only one (1) code to choose from
    • Example: A Table entry can be created to calculate the building Age (Current Year less Building Year) where no user input is needed. The result can be used for entries with a greater sequence for adjustments, etc.

Units Look-Up

  • For Land Tables, will also contain the APPLY TO codes for land (f-Frontage, d-Depth, u-Units)
  • For All tables with a table name, the UNITS LOOKUP Table (MA_LOOKUP) will contain all attributes numeric attributes from the COMPUTE BUSINESS ENTITY and with a sequence less than the current sequence and for all attributes tin the entity hat have a suffix not equal to _AM, _OV_VA, _VA, _VA2

Matrix Look-Up

  • For All tables with a table name, the UNITS Look-Up Table (MA_LOOKUP) will contain all attributes from the COMPUTE BUSINESS ENTITY with a sequence (excludes the HEADERS) less than the current sequence. Note: When creating a new matrix, complete the entry of all matrix sequence lookup before saving.

Link Option

  • For sequences with a table name, the UNITS TABLE LOOKUP option will be available. Table (MA_LOOKUP) will contain all attributes from the COMPUTE BUSINESS ENTITY with a sequence less than the current sequence.
  • Will only show the sequences from the same CATEGORY (so apples and oranges are not mixed)
  • Will only show the sequences with the same VALUE TYPE (Amount or %)

Average Option

Group Option (Land Only)

  • Group calculation is perform for all sequences that have a GROUP specified.
  • The goal of the group rate calculation is to come up with one rate adjustment for all groups.
  • The resulting rate adjustment is stored on the first entry having a group. Conceptually, the system process each entry in a group to come up with a group total.
  • The final value is the average of all group totals
  • The MATHS operator is ignored for the first amount of each group

Business Rules by Table Element Categories

  • h-Header – Used for display only. No table, codes or look-ups can be specified. It can be applicable by property type. land type, etc.
  • f-Feature – Can have a table or not, an expression and be setup as a matrix (new). It can be used to compute other elements, but the feature record is NOT processed by compute.
  • r-Rate Adjustment – No table option applicable, used by the compute to adjust the rate
  • a-CAMA Adjustment – No table option applicable, used by the compute to adjust the value

Business Rules for Modification Stamps

The master Modification Stamp table is used to record the last time a change was made to appraisal parameters that have an impact on property, site or component values.
It will be compared with the individual components modification stamp to determine what needs to be computed.

  • When a change is made in MA TABLES, the MA_MODIF_STAMP for that component is updated with the current date and time.
  • Click here for MODIFICATION STAMP SPECIFICATIONS (101-ma-brules-ModifStamp)

 

 

101-ma-brules

 

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MA – Feature 012 – Roll Forward BRules

Mass Appraisal Feature 012 – Roll Forward Business Rules

Overview

The Roll Forward feature (parameter) is used to duplicate the creation of records, deletion of records and changes made to existing records for future years that are already initialized. The option is enabled in the Govern New Administration (GNA)

 

Roll Forward

An example of the use of the Roll Forward feature is a situation where the current year is 2012 and 2013 year data has been initialized to start preparing for next years assessment or tax roll. In the event of an appeal in 2012, any changes made will be rolled forward to 2013 if answered yes when prompted by the system to roll forward this change. It is important to know that only the CHANGE will be brought forward.

Roll Forward Data: Select the Roll Forward Data option if you make modifications to records in earlier years that you want to carry forward to
records in the future years that are open. For example, the current year is 2019. The user returns to 2016 and changes a record. A confirmation message appears each time you save a new record or modify an existing one when there are records for future or more recent years.

When making property appraisals you may need to have open the current fiscal year and several years in the future. For example, if the current fiscal
year is 2015, you may have open 2016, 2017, and 2018. The configuration parameters and property records from 2015 are copied to the future years,
2016, 2017, and 2018.

 

Modification in Future Years

If there is a change made in 2019, such as an extension to a porch, you can update the record for the year in which the change occurred and then roll the
change forward to the future years, without having to open and modify each record. The changed field is copied from the current year to the future years.
Structures that have not changed are not rolled forward.

 

Table Details

Table Function Mass Appraisal Table Name
MA Land MA_LAND
MA Land MA_LAND_1 to MA_LAND_9
MA Land MA_LD_INFO (NOTE: Deprecated in 6.1)
MA Property Info MA_MASTER
MA Value Override MA_VALUES_TABLE
MA Override MA_OVERRIDE
MA Building Structural Element (BSE) MA_BUILDINGS
MA Building Structural Element (BSE) MA_BUILDINGS_1 to MA_BUILDINGS_9
MA Building Structural Element (BSE) MA_BLDG_DRAWING
MA Building Structural Element (BSE) MA_BLDG_INFO
MA Building Structural Element (BSE) MA_BLDG_AREA (NOTE: Deprecated in 6.1)
MA Building Drawing MA_BLDG_AREA (NOTE: Deprecated in 6.1)
MA Misc Structure MA_MISC_STRUCTURES
MA Site MA_SITE
MA MRA MA_MRA
MA MRA MA_MRA_1 to MA_MRA_9
MA Income MA_INCOME
MA Income MA_INCOME_1 to MA_INCOME_9
MA Income MA_LK_INC_FIELD
MA Income MA_INC_INFO (NOTE: Deprecated in 6.1)
MA Income MA_INC_SIMULATION Only Create and delete mode MA_INCOME_DETAIL (NOTE: Deprecated in 6.1)
MA Link Percent MA_LINKS_PERCENT

 

 

101-ma-fea-011

 

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