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	*ASSESSMENT SYSTEM*

	TSL co., Inc. 69 Crescent Ave. Buffalo, New York 14214 (716) 833-1057 Copyright 1995 by Tavie S. Latona



	*ASSESSMENT SYSTEM*
	Contents 1) Installation and Setup 2) Building Data Base Files - RPS995T1. - RPS060I1. - Calculate Total Records - RPS079T1. 3) Sale Time Trend Analysis 4) Cost Table Indexing - Residence - Residential Improvements - Commercial Improvements - Depreciation Tables 5) Land Pricing - Analysis - Land Sales - Building Residual - Sale Apportionment - Land Price Adjustments 6) Residential Sale Analysis - Analysis of Residential Sales - Modify Residential Adjustments 7) Commercial Sale Analysis - Analysis Report - Market Multiplier Adjustments 8) Income and Expense Analysis - Enter Data - Analysis 1- Income & Expenses Calculated per Square Foot and per Unit - I&E Outlier Analysis - Analysis 2- Calculate Effective Gross Income and Expenses as a per cent of Effective Gross Income - Market Capitalization Rate Analysis 9) Audit Trail - Print Audit Report / Backup Audit - Apply RPS Audit File RPS070D1. - Apply Assessment System AUDIT.DBF File - Create 380 Transaction File - Create RPS Transaction File RPS007I1. 10) Print File Management



	ASSESSMENT SYSTEM Contents

	11) Document Processing- (File Wide) - Land Valuation - Residential Valuation - Commercial Valuation 12) Individual Parcel Processing - Locate Parcel - Commercial Site - Residential Site - Updating Data - Picture - Sketch - Land Record - Use Record (Commercial) - Improvement Record - Data Cards - Commercial Documents - Income - Market - Residential Document - Cost - Market - Audit Display 13) Calculator 14) Split Parcel 15) Merge Parcel 16) Key Change SBL 17) Add Parcel 18) Assessment Change Notices 19) Sale Transmittal 20) Down Load Files - RPS995T1. - RPS060I*. 21) Tax Map 22) Modify Structure 23) Reindex Databases



	*ASSESSMENT SYSTEM* Contents 24) Totals - Municipal - School District - Property Class - Exemption - Special District 25) Security 26) Library - Municipal - School District - Exemption - Special District 27) Residential Comparable Selection - Points - Building Style - Neighborhood 28) Report Writer 29) File Layout 30) Assessor Annual Report (AAR) 31) User Defined Assessment Change Reason 32) User Defined Other Building Styles 33) Memo Pad 34) List of Reports 35) Software License 36) Automated Bank Code 37) Gas/Oil Well 38) Agricultural Exemptions 39) RPTL 520 Forms



	*ASSESSMENT SYSTEM* Contents 40) Gas/Oil Well Production Value / Agricultural Land Ceiling Values 41) Exemptions 42) Special Districts 43) Sales 44) Annual File Maintenance 45) Export Data by Map-Section 46) Backup DataBases 47) Assessment Roll Print 48) Next Year Processing 49) Picture Conversion 50) Aged Exemption Auto-Calculation 51) To Do- Tickler File 52) Basic Star



	*ASSESSMENT SYSTEM* Installation and Set up Section 1 Page 1 The *ASSESSMENT SYSTEM* is a full featured personal computer based valuation program. Whether used in the office or in the field the *ASSESSMENT SYSTEM* provides the highest quality repeatable value possible. From off year new construction to a complete reevaluations, the *ASSESSMENT SYSTEM* will meet all your needs. To install the *ASSESSMENT SYSTEM* onto a hard disk, follow these simple procedures. 1) Modify your config.sys to include the following lines : a) files=99 b) buffers=30 2) For a multi-user system add the following line to the autoexec.bat file : set clipper="swappath:'f:\public\swap\YOUR-DIR'" where YOUR-DIR is a unique directory accessible only by your workstation and where any swap files will be written. 3) For ease of use with the report writer, set the dos variable BANDIT using the syntax : set BANDIT=<Report Path>; <DataBase Path>; <Index Path>; <SwapPath>; <FontPath> ex. set BANDIT=\Value\Reports;\Value;\Value;\public\swap\YOUR-DIR;\Value\Tfm set the variable TAXMAP to locate the tax map files (PCX FORMAT) set the variable PICTURES to locate the picture files (JPG FORMAT) 4) For network users NOT using the client-server NLM, the shell.cfg file MUST CONTAIN the following statement : file handles = 99 5) Reboot your computer to allow the changes in the CONFIG.SYS to take effect. The Assessment System is a protected mode program and for optimum performance your computer should have 500k of free conventional memory and a total of 4 meg of memory. 6) Create the directory / sub-directories - for example C:>md\value C:\value C:\value\audit - history audit file C:\value\dnLoad - downloaded files C:\value\export - export map section data C:\value\pictures - picture files (JPG format) C:\value\reports - report files C:\value\taxMap - tax map files (PCX format) C:\value\tfm - fonts for use with report writer C:\value\tmp - temporary use files 7) Change to the newly created directory - for example C:>cd\value



	ASSESSMENT SYSTEM Section 1 Page 2

	8) Copy the program VALUE.EXE from the floppy diskette into the new directory - C:\VALUE>copy a:value.exe 9) To execute the program - type VALUE at the dos prompt. The initial time the value.exe is run, all databases are created and the user will be prompted to enter the name of the registered owner. This is the name that will appear at the top of the main screen and all reports. The registered owner name is stored in the file OWNER.CFG . See Chapter 2 on how to build the databases.


	10) After the initialized data bases have been created the user is prompted to enter a USER ID and a PASSWORD. The combination USER ID/PASSWORD determines which program modules the user may run (See the Security Section of this manual).



	ASSESSMENT SYSTEM Section 1 Page 3

	11) To navigate around the ASSESSMENT SYSTEM, use the ARROW KEYS to position the hi-lite bar at the desired menu option. Use the LEFT ARROW key to move the hi-lite bar to the left option, the RIGHT ARROW key to move the hi-lite bar to the right option. The UP ARROW key moves the hi-lite bar to the option above, while the DOWN ARROW key moves to the option below. Press ENTER to activate the menu option. In the example below, the hi-lite bar is on the LOCATE option and pressing ENTER has dropped a sub-menu of choices on how to locate a specific parcel.


	12) Fields, with a predefined set of values, are edited by choosing the appropriate answer from a pick list of valid data choices. For example, when editing the property class field on the commercial site record a widow of choices appears on the right side of the screen. The correct property class is then tagged by hi-liting that line using a combination of the following keys. With the line tagged, press ENTER to accept the new value. Pick List or Browse Movement Keys Up Arrow - move upwards 1 line at a time Down Arrow - move downwards 1 line at a time Page Up - move to previous page of values Page Down - move to next page of values Home - move to first value End - move to last value



	ASSESSMENT SYSTEM Section 1 Page 4



	13) Function Keys initiate program options and are displayed at the bottom of each screen. The following keys may not always be displayed, but always perform the same function : INS - add another record DEL - delete current record F2 - edit or update current record F3 - locate a specific record F9 - print report 14) Program execution is verified via a YES/NO box containing a short message about the action to be started. To answer YES use LEFT/RIGHT ARROW keys to hi-lite YES- I DO and press ENTER. To answer NO either hi-lite NO- I DO NOT and press ENTER or press ESC.



	ASSESSMENT SYSTEM Building Data Base Files Section 2 Page 1 Building the data base files requires a copy of the RPS995T1. file. The RPS995T1. should be created by downloading ALL files: assessment, data management, and sales information. Use the ARROW KEYS to move the hi-lite bar to UTILITY. Press ENTER to display the sub-options. Hi-lite the BUILD option and press ENTER. The three (3) procedures to build and total the data files are listed below.



	NOTE : Before the data files may be built, the USER-ID MUST BE REGISTERED WITH UPDATE ABILITY FOR EACH SWIS CODE TO BE BUILT !!



	ASSESSMENT SYSTEM Section 2 Page 2 FILE BUILD First build the valuation databases from the RPS995T1. file. Hi-lite FILE, press ENTER and at the prompt enter the full path for the RPS995T1. file. For example : C:\RPSDATA\


	At the bottom of the screen is a bar graph displaying the percent completed from the operation of building the data files from the RPS995T1. file. The Time Started, Version of the RPS file, and the number of RPS records read are also displayed.



	ASSESSMENT SYSTEM Section 2 Page 3 Upon completion of the database build process, the files are then indexed. The file being indexed is displayed along with a bar graph denoting the per cent of the index creation completed.





	Upon completion, press any key to exit the index creation window.



	ASSESSMENT SYSTEM Section 2 Page 4 Press any key to open the data bases and exit the FILE BUILD process.



	If the RPS file was on Next Year Processing, answer Yes- I Do at the prompt to use next year data. Else, answer No- I Do Not.



	ASSESSMENT SYSTEM Section 2 Page 5 BUILD LIBRARY The library files contain the definitions for municipal, school district, special district and exemption codes. See the section on LIBRARY for more information on each of the library data bases.



	To build the on-line library records from the LIBRARY or RPS060I1. file, hi-lite LIBRARY, press ENTER and at the prompt enter the full path for the RPS060I1. file. For example : C:\RPSDATA\



	ASSESSMENT SYSTEM Section 2 Page 6 As the library file RPS060I1 is opened, a record counter displaying the number of records updated is shown.



	ASSESSMENT SYSTEM Section 2 Page 7 CALCULATE TOTALS Upon building the data bases, taxable values for each parcel, exemption, school district and special district need to be calculated. Hi-lite TOTAL and press ENTER.


	Hi-lite YES- I DO and press ENTER to calculate ALL parcel taxable and exempt values. This will also post the values to the on-line toal records. Press ESC or hi-lite NO- I DO NOT and press ENTER to abort the calculation of total process.



	ASSESSMENT SYSTEM Section 2 Page 8 As the parcel totals are calculated, a bar graph is displayed to indicate the per cent completed.



	*ASSESSMENT SYSTEM* Section 2 Page 9 BUILD AGRICULTURAL LAND Use the fourth option under BUILD to load the RPS Agricultural Land Exemption breakdown file RPS079T1. into the *ASSESSMENT SYSTEM* databases. Hi-lite the AG LAND option under BUILD and press ENTER. At the prompt, enter the path to locate the RPS079T1. file and press ENTER. The AG Land records are then loaded and may now be accessed from the main parcel screen by pressing CTRL & L. Verify that the ceiling values loaded are the most current available.



	*ASSESSMENT SYSTEM* TIME TREND Section 3 Page 1



	The Time Trend module analyzes repeat sales and calculates by neighborhood by year a monthly time trend factor. This factor can be used to adjust sale prices to a specific valuation date. A positive factor is used to trend to an increasing market and a negative factor is used to trend to a descending market. Time Trending is accomplished via the neighborhood code. If a neighborhood code does not have a specific trending factor, the municipality average trend is used. To analyze repeat sales and process Time Trend report, hi-lite YES- I DO and press ENTER. To abort the process, press ESC or hi-lite NO- I DO NOT and press ENTER.



	ASSESSMENT SYSTEM Section 3 Page 2 The first step is to extract repeat sales and sort them by neighborhood.



	After the sales have been extracted, the time trend is calculated and report generated.



	ASSESSMENT SYSTEM Section 3 Page 3 Upon completion, the user is prompted to print the report. If the report is not printed immediately, use the PRINT MANAGEMENT option to print the report at a later date.



	Supplementing the detailed time trend report (TIMETRND.PRN) shown on the next page, the ASSESSMENT SYSTEM provides a browse of the calculated time trend data. The data (trend years) can be edited, line items (trend years) can be deleted, or additional line items (trend years) can be added. Function keys for each of the processes are displayed at the bottom of the browse display. Use the ARROW keys to position the hi-lite bar on the desired line to edit or delete. Then press F2 to EDIT the data or press DEL to DELETE the line. To ADD another line, press INS. The display shows the neighborhood, year, the time trend per cent per month and the time trend per cent per year. At the top of the browse is the municipalities overall time trend rates. These values are stored in the file TIMETRND.DAT. Press ESC to exit the Time Trend Function.



	ASSESSMENT SYSTEM Section 3 Page 4 DATE : 10/19/93 SALE TIME TREND ANALYSIS ALL INFORMATION IS CONFIDENTIAL AND THE PROPERTY OF TAVIE S. LATONA SBL SALE #1 PRICE SALE #2 PRICE # %/MO. %YEAR NEIGHBORHOOD 203 ============================================================================== 161.20-2-23 01/01/89 102000 08/01/91 120000 31 0.5693 6.8316 161.20-3-1 07/01/89 106000 10/09/92 124000 39 0.4354 5.2248 162.17-4-16 11/01/89 79900 05/01/92 91000 30 0.4631 5.5572 162.17-4-19 01/01/91 94000 06/01/91 112000 17 1.1264 13.5168 162.17-6-19 07/01/90 188000 08/01/91 193000 13 0.2046 2.4552 172.12-1-59 07/01/90 134000 07/01/90 134000 12 0.0000 0.0000 172.12-1-59 07/01/90 134000 11/01/91 133000 16 -0.0466 -0.5592 172.16-1-30 04/01/88 113000 06/01/91 132000 38 0.4425 5.3100 173.05-2-14 01/01/89 118000 11/01/91 149000 34 0.7727 9.2724 173.05-3-11 12/01/89 88000 12/01/89 88000 12 0.0000 0.0000 173.05-3-11 12/01/89 88000 06/01/92 89300 30 0.0492 0.5904 173.09-2-8 05/01/89 153000 04/01/92 170000 35 0.3175 3.8100 173.09-3-14 09/01/89 103500 08/01/91 115000 23 0.4831 5.7972 YEAR % PER MONTH % PER YEAR 1988 0.4425 5.3100 1989 0.5277 6.3321 1990 0.3402 4.0820 1991 0.3608 4.3297 1992 0.2752 3.3019



	ASSESSMENT SYSTEM Section 3 Page 5



	*ASSESSMENT SYSTEM* COST TABLE INDEXING Section 4 Page 1

	Use ARROW KEYS to hi-lite the VALUE option of the main menu. Press ENTER to bring up a window of additional choices. Use the ARROW KEYS to hi-lite COST and press ENTER. This will display a window with two (2) options to index your cost tables. 1) FACTOR This option will apply a factor or percent to a specific group of cost table records. The user chooses to factor one of the following groups of cost records: a) RESIDENCE records (those pertaining to the home proper) b) COMMERCIAL IMPROVEMENT records (those pertaining to a commercial site) c) RESIDENTIAL IMPROVEMENT records (those pertaining to a residential site) d) ALL cost records Use the ARROW KEYS to hi-lite one of the choices in the pick list window. See the picture on the following page. Then, at the prompt enter the factor to use to adjust the cost record group selected. A factor of 1.20 increases current cost price levels by 20%. A factor of .85 decreases current cost price levels by 15%.



	ASSESSMENT SYSTEM Section 4 Page 2



	2) MODIFY This option will allow a specific cost record to be added, deleted, or modified. Use the ARROW KEYS to hi-lite the MODIFY option and press ENTER. A window will open displaying a browse list of cost tables.



	ASSESSMENT SYSTEM Section 4 Page 3 To EDIT (modify) a cost record, hi-lite the code to adjust and press the F2 key. After a window with the cost table data opens, enter the updated prices.



	In the above example modifying the AP4 - Fence, Post and Rail, the Dimension fields equate to fence height and the Price/Unit fields equate to a Price per Linear Foot. A record may be factored up or down by pressing F10 and entering the per cent to increase or decrease the current prices.



	ASSESSMENT SYSTEM Section 4 Page 3.1



	To DELETE a specific cost record, hi-lite the code and press the DEL key. Then hi-lite the YES box and press ENTER.



	ASSESSMENT SYSTEM Section 4 Page 4 To ADD a new user defined structure code press the INS key, select the YES box and press ENTER.



	Next enter the cost structure code at the prompt. If the structure code is not found in the cost data base, the structure code must be added by the user.



	ASSESSMENT SYSTEM Section 4 Page 5 After the user defined structure code has been added, press F2 to complete the structure code cost definition using the procedures outlined previously.


	NOTE To initialize the cost table, simply delete the file *COST_TBL. .** Running the VALUE.EXE will rebuild the base cost table at the Current Cost Level !



	ASSESSMENT SYSTEM Section 4 Page 6 The ASSESSMENT SYSTEM has two (2) depreciation schedules. A Residential Depreciation table used on residential house components and the Improvement Depreciation table used on all improvement records (Commercial and Residential) . Both tables are ten (10) point straight line with modifications for the overall condition of the structure. Age points may be deleted by hi-liting the desired line and pressing the DEL (DELETE) key. Additional age breaks may be added by pressing INS (INSERT) key. Press F2 to modify an existing age break point. Their is NO LIMIT to the number of depreciation age break points. Below are the default depreciation tables.



	*ASSESSMENT SYSTEM* LAND PRICING Section 5 Page 1 ANALYSIS



	The Land Price Analysis module offers three (3) options to calculate land prices. 1) Land Only Sales - Analyses only land sales. 2) Building Residual - Supplements land only sales with a building residual for residential land and building sales. The property Replacement Cost New Less Depreciation is subtracted from the total sales price to determine a net land value. The net land value is then used to supplement land only sales in the land price analysis. 3) Apportionment of Land & Building Sales - A user determined factor is applied to each residential and commercial land and building sale to determine a net land value. The net land value is then used to supplement land only sales in the land price analysis. Hi-lite the analysis method of choice and press ENTER. At the prompt, hi-lite YES- I DO and press ENTER to start the analysis. Press ESC or hi-lite NO- I DO NOT and press ENTER to abort the process.



	*ASSESSMENT SYSTEM* Section 5 Page 2





	Enter the valuation date. This is the date for which sale prices are adjusted in value for time. Also enter the begining date for use of the land sales. Sale dates prior to such date will be BYPASSED in the analysis. If the option LAND RATIO was chosen, enter the per cent of total value to attribute to the land.



	*ASSESSMENT SYSTEM* Section 5 Page 3 The program will first extract the applicable sales.


	Once extracted, the sales are analysed and report created.



	Each method produces a report, LANDSALE.PRN, by neighborhood showing the sale price and the calculated square foot, acre, and front foot prices. The output is saved into two (2) files. The land price data in LANDPRC.DAT and the depth chart data in DPTHCRT.DAT. See the next page for a sample report. A browse of the calculated data supplements the land price analysis report. This browse provides an on-line review of the data and allows the data to be customized. The function keys are displayed at the bottom of the browse. The Land Price Analysis calculates the average depth of the net land value by neighborhood, then determines which chart is closest to the average depth for that neighborhood. Each neighborhood is able to have a different depth chart.



	*ASSESSMENT SYSTEM* Section 5 Page 4 DATE : 10/20/93 LAND PRICE ANALYSIS PERCENT OF TOTAL SALE ALL INFORMATION IS THE PROPERTY OF TAVIE S. LATONA NEIGHBORHOOD 201 SBL SALE PRICE DIMENSIONS PRICE/UNIT ============================================================================== 146001 173.06-2-9 46541 20330 SF 2.29/SF 29 STONEHENGE DR. 0.47 AC 99023/AC Primary 107 FT. 435/FT 146001 173.06-2-18 60772 29116 SF 2.09/SF 25 PHEASANT LANE 0.67 AC 90704/AC Primary 116 FT. 524/FT 146001 173.06-2-19 49790 25853 SF 1.93/SF 141 STONEHENGE DR. 0.59 AC 84390/AC Primary 103 FT. 483/FT 146001 173.06-2-24 57602 20000 SF 2.88/SF 191 STONEHENGE DR. 0.46 AC 125222/AC Primary 100 FT. 576/FT 146001 173.06-2-26 55404 21500 SF 2.58/SF 211 STONEHENGE DR. 0.49 AC 113069/AC Primary 100 FT. 554/FT 146001 173.06-2-39 51213 20000 SF 2.56/SF 263 STONEHENGE DR. 0.46 AC 111333/AC Primary 100 FT. 512/FT 146001 173.06-3-2 56092 28520 SF 1.97/SF 52 STONEHENGE DR. 0.65 AC 86295/AC Primary 184 FT. 305/FT 146001 173.06-3-8 50588 22100 SF 2.29/SF 104 STONEHENGE DR . 0.51 AC 99192/AC Primary 100 FT. 506/FT 146001 173.06-3-9 59468 23331 SF 2.55/SF 114 STONEHENGE DR. 0.54 AC 110126/AC Primary 101 FT. 589/FT



	*ASSESSMENT SYSTEM* Section 5 Page 5 To print the report, hi-lite YES- I DO and press ENTER. Press ESC or hi-lite NO- I DO NOT to NOT print report. The PRINT MANAGEMENT feature may be used to print the report at a later date.



	The Land Analysis use eight (8) default break points detailed in the following chart : Break Pt Front Foot Acres Square Foot 1 UpTo 50 .25 10,000 2 UpTo 75 .50 20,000 3 UpTo 100 .75 30,000 4 UpTo 125 1.00 43,560 5 UpTo 150 5.00 60,000 6 UpTo 175 10.00 87,120 7 UpTo 200 50.00 217,800 8 UpTo 99,999 99,999.99 9,999,999 The default break points may be overridden by renaming the appropriate file- FRONTFT.TSL, SQUAREFT.TSL, ACRE.TSL - to FRONTFT.CFG, SQUAREFT.CFG, ACRE.CFG . Then modify the file using the DOS EDIT command. Five Depth Charts are available : 100 Foot 120 Foot 150 Foot 200 Foot 300 Foot



	*ASSESSMENT SYSTEM* Section 5 Page 6



	Use the ARROW keys to position the hi-lite bar on the desired line to edit. Press F2 to open a window and then edit the land price data at the prompts.



	Use the ARROW keys to position the hi-lite bar on the desired line to delete. Press DEL for the verification YES/NO box. Hi-lite YES- I DO and press ENTER to DELETE the line. Press ESC or Hi-lite NO- I DO NOT and press ENTER to abort the record deletion.



	*ASSESSMENT SYSTEM* Section 5 Page 7


	To ADD another line, press INS for the verification YES/NO box. Hi-lite YES- I DO and press ENTER to ADD another record. Press ESC or Hi-lite NO- I DO NOT and press ENTER to abort the record addition. Completing the data prompts adds the record. The new record is then sorted into the file.



	F9 will allow the editing of the Depth Chart. A choice of five depth charts are available. The charts are shown is the pick list window below. Hi-lite the chart desired and press ENTER to accept the choice. Each neighborhood code may have its own depth chart.



	*ASSESSMENT SYSTEM* Section 5 Page 8




	The prices shown in the Land Price Browse are overall prices. For example, break point 2 in neighborhood 5 shows a value of $19,522 for a lot of 75 ft. . The prices shown in the Land Price Browse can be loaded into the Land Adjustment Database. The Land Adjustment database is used to calculate the land value for each land record. Hi-lite YES- I DO and press ENTER to update the land adjustment file. Press ESC or Hi-lite NO- I DO NOT and press ENTER to abort the update to the land adjustment file. For more information on Land Adjustment file and the Land Calculation process, see the LAND PRICING section.



		*ASSESSMENT SYSTEM* LAND PRICING Section 5 Page 9 Land Price Adjustments


	Land Prices are sorted by Neighborhood, Land Type and Land Rating. Up to eight (8) break points may be specified for each calculation type along with a depth factor chart.



	ASSESSMENT SYSTEM Section 5 Page 10 The function keys listed at the bottom of the example screen show how to navigate through this module. Page Up- go to previous land price record Page Down- go to next land price record F2- edit current land price record data F5- add/locate land price record F10- copy contents of one land price record into current land price record DEL- delete current land price record ESC- go to previous menu Control F10- Calculator (see chapter 14 for instructions)



	*ASSESSMENT SYSTEM* RESIDENTIAL SALE ANALYSIS Section 6 Page 1



	This module will create a residential sale file to be used for valuation of residential sites only. The database will be named resMrkt. Without this file, residential market values CANNOT be produced. The report file generated is RESANLSY.PRN and the data is stored in the file RESPRC.DAT .



	ASSESSMENT SYSTEM Section 6 Page 2 When analyzing residential sales, enter the valuation date. This will be the date that sales are time trended to. Also, enter the date of the earliest sale to be used in the analysis. Next, choose EITHER to re-calculate the sale parcel land value OR to use the existing site land value.



	ASSESSMENT SYSTEM Section 6 Page 3 The first phase will be the extraction of residential sale data. The second phase will be the actual analysis of the sale data. The bar graph shows the per cent completed of each process.



	ASSESSMENT SYSTEM Section 6 Page 4 Upon completion of the sale analysis, a data browse is displayed. The data displayed are the estimated dollar adjustments to be used in the market approach to value. The dollar adjustments are analyzed by Building Style within Neighborhood. Each Building Style within each Neighborhood may have different dollar adjustments. The current cost level and the trended sale price are used to calculate the contributory value for the each Kitchen, each Bath, each Fireplace, each square foot of Garage area, and each square foot of Living Area. The analysis browse data may be updated or modified. The functions keys are listed at the bottom of the screen. After reviewing or modifying the browse data, press ESCAPE (ESC). The browse data may then be loaded into the residential adjustment table by answering Yes at the prompt.



	ASSESSMENT SYSTEM Section 6 Page 5 To make further modifications to the residential market adjustment database see the modify chapter of this section.



	ASSESSMENT SYSTEM MODIFY RESIDENTIAL ADJUSTMENTS Section 6 Page 6 The dollar adjustments are sorted by Building Style within Neighborhood. Each Building Style within each Neighborhood may have different dollar adjustments.



	ASSESSMENT SYSTEM Section 6 Page 7 The first record in the Residential Adjustment database is displayed. To modify the current record, press F2. Then use the ARROW KEYS to hi-lite the appropriate field and enter the corrected data or choose the corrected data item from the pick list browse. To locate a specific record press F5, then enter the neighborhood code and select the building style from the pick list browse. If the record does not exist, the record will be added. To copy adjustment data from one record to another, display the record that you want the adjustment data to go TO. Then press F10 and enter the neighborhood and select the building style to copy FROM. The data will then be copied to the current record. Press ESCAPE (ESC) to exit the residential adjustment modification screen. The user is then prompted to print all residential market adjustments before returning to the main menu.



	ASSESSMENT SYSTEM Section 6 Page 8



	All adjustments are on a per unit basis except the following : EXTERIOR WALL MATERIAL- This is a gross dollar adjustment. Make Frame siding the norm, and other type os siding above or below that. For example if Frame is $5000 and Alum/Vinyl is $9000 the net difference is a $4000 adjustment. NO HEAT- This is a gross dollar adjustment on a Yes/No condition. GRADE- This is based on a C grade as 100. Each point difference in grade/grade adjustment is multiplied by the dollar adjustment. For example, if the subject home is a C 105 (105points) and the sale is a C 110 (110 points) then the difference of 5 points is multiplied by the dollar adjustment. LOCATION ADJUSTMENT- This is based on a Location adjustment of 100 as the norm. Each point difference in location adjustment is multiplied by the dollar adjustment. For example, if the subject is a 1.05 location (105 points) and the sale is a .90 (90 point) adjustment, then the net points of 15 is multiplied by the dollar adjustment. OTHER BLDG VAL- Always $1.00, RCNLD of improvement that have been tagged ADD IN will be used as a market adjustment. Pools, tennis courts, etc. are examples of improvements to tag.



	*ASSESSMENT SYSTEM* COMMERCIAL SALE ANALYSIS Section 7 Page 1 Analysis Report



	The Commercial Analysis module sorts sales by site use and valuation district code. The individual use records are reported and the square foot and unit multiplier values are calculated based on the individual use record code matching the site use code. These calculated values may then be used to update the Commercial Sale Factor File. A sample report (COMSALE.PRN) is shown later in this section.



	ASSESSMENT SYSTEM Section 7 Page 2



	When analyzing commercial sales, enter the valuation date. This will be the date that sales are time trended to. Also, enter the date of the earliest sale to be used in the analysis. The first phase will be the extraction of commercial sale data. The second phase will be the actual analysis of the sale data.



	ASSESSMENT SYSTEM Section 7 Page 3



	With the analysis complete, the user is prompted to print the report. The report may be printed at a later time by using the print management features. Finally the analysis may be loaded into the Commercial Adjustment database for use in the Commercial Market approach.



	ASSESSMENT SYSTEM Section 7 Page 4 Upon completion of the commercial sales analysis or if the user aborts the analysis process a commercial sale browse is displayed. This browse is sorted by SITE USE / VALUATION DISTRICT. Press F3 to locate any sales within a specific use/valuation district. Press ENTER to display the basic sale data. The sale browse may also be displayed from the commercial site screen by pressing SHIFT F11.



	*ASSESSMENT SYSTEM* Section 7 Page 4.1 Selected commercial sales can be printed to suppliment the commercial market document. To select a commercial sale, hi-lite the sale from the sale browse and press the SPACE BAR. A check mark appears on the left side of the hi-lited line. Pressing the SPACE BAR again, deselects the sale. When all sales have been tagged, press F9 to print the report on select sales. See the following page for an example of this report.



	*ASSESSMENT SYSTEM* Section 7 Page 4.2



	*ASSESSMENT SYSTEM* Section 7 Page 5 10/30/93 COMMERCIAL SALE ANALYSIS D08 Small Retail Valuation District 02 ALL INFORMATION IS THE PROPERTY OF TAVIE S. LATONA ============================================================================== 146001 162.17-1-1 Sale- 277,266 Date- 05/01/90 Condition- Normal Desirability- Normal Grade- Normal SF Land- 25265 Built- 1945 Nghbd- 17 Code - Description Vd Square FT. Unit Type Units D08 Small Retail 02 7761 Sq. Feet 0 Price / Sqft 35.73 146001 162.17-2-2.111 Sale- 41,212 Date- 02/01/91 Condition- Normal Desirability- Normal Grade- Normal SF Land- 7200 Built- 1969 Nghbd- 17 Code - Description Vd Square FT. Unit Type Units D08 Small Retail 02 750 Sq. Feet 0 Price / Sqft 54.95 146001 162.17-2-6 Sale- 189,820 Date- 09/21/92 Condition- Normal Desirability- Normal Grade- Normal SF Land- 21253 Built- 1860 Nghbd- 17 Code - Description Vd Square FT. Unit Type Units D08 Small Retail 02 3486 Sq. Feet 0 Price / Sqft 54.45 146001 162.17-2-8 Sale- 129,877 Date- 09/24/92 Condition- Normal Desirability- Good Grade- Normal SF Land- 10605 Built- 1953 Nghbd- 17 Code - Description Vd Square FT. Unit Type Units A02 Convert Apartment 02 720 Apartment 1 E02 Walk-Up Office 02 1420 Sq. Feet 0 ** 146001 173.05-2-25 Sale- 94,162 Date- 08/01/90 Condition- Good Desirability- Excellent Grade- Normal SF Land- 5600 Built- 1940 Nghbd- 17 Code - Description Vd Square FT. Unit Type Units D08 Small Retail 02 720 Sq. Feet 0 E02 Walk-Up Office 02 468 Sq. Feet 0 Price / Sqft 130.78



	*ASSESSMENT SYSTEM* Section 7 Page 6 10/30/93 COMMERCIAL SALE ANALYSIS D08 Small Retail Valuation District 2 ALL INFORMATION IS THE PROPERTY OF TAVIE S. LATONA ============================================================================== ANALYSIS CRITERIA #OCC MINIMUM MAXIMUM AVERAGE SALE DATE 5 05/01/90 09/24/92 07/10/91 SALE PRICE 5 41212 277266 146467 TOTAL ASMNT @ SALE 5 22000 345600 148260 LAND ASMNT @ SALE 5 2000 76800 41140 YEAR BUILT 5 1860 1969 1933 OVERALL CONDITION 5 Normal Good Normal OVERALL DESIRABILITY 5 Normal Excellent Good OVERALL GRADE 5 Normal Normal Normal SQFT 4 720 7761 3179 UNITS 0 0 0 0 LAND SQFT 5 5600 25265 13985 PRICE PER SQFT BLDG 4 35.73 130.78 68.98 PRICE PER UNIT 0 0 0 0 PRICE PER SQFT LAND 5 5.72 16.81 10.94 SQFT PER UNIT 0 0 0 0 LAND/SQFT RATIO 4 3 10 7 LAND/UNIT RATIO 0 0 0 0



	*ASSESSMENT SYSTEM* COMMERCIAL SALE ANALYSIS Section 7 Page 7 Market Multiplier Adjustments



	Use the ARROW KEYS to hi-lite the VALUE option and press ENTER. This opens a window with additional program modules. Hi-lite the MODIFY option and press ENTER. This opens a window containing Market and Cost adjustment modules. Now hi-lite COM ADJ (Commercial Sale Adjustments) and press ENTER. This starts the process to update/display the values and adjustments contained in the Commercial Valuation Factor file.



	*ASSESSMENT SYSTEM* Section 7 Page 8 The first Commercial Valuation Factor File record is displayed initially. To display the next sequential record, press PAGE DOWN. PAGE UP will display the previous sequential record. To locate a specific Factor file record press F5 and enter the Use Code and valuation district at the prompts.



	The Factor File record is displayed if it exists or else the user is prompted to add the Factor File record. To ADD the record, hi-lite the YES- I DO prompt and press ENTER. To abort the ADD process, either press ESC or hi-lite the NO- I DO NOT prompt and press ENTER.



	*ASSESSMENT SYSTEM* Section 7 Page 9 With a new record added, data may be copied from one Factor File record into the current record. This eliminates the need to manually enter the base data. To copy data into the current record, press F10. At the prompt, enter the Use Code and Valuation District to copy the data from and then press ENTER.



	Then complete the YES/NO verification prompt. Hi-lite YES- I DO and press ENTER to copy the data. Else press ESC or hi-lite NO- I DO NOT and press ENTER to abort the data copy.



	Press DELETE to delete the current Factor file record. Then answer the YES/NO verification prompt to complete the record deletion.



	*ASSESSMENT SYSTEM* INCOME and EXPENSE ANALYSIS Section 8 Page 1 The ASSESSMENT SYSTEM provides a complete range of Income / Expense analysis tools. Hi-lite the UTILITY option of the main menu and press ENTER. This drops a window with additional program modules. Hi-lite ANALYZE and press ENTER. A pop-up window containing analysis programs is displayed. Hi-lite I & E and press ENTER for the Income and Expense analysis options.



	*ASSESSMENT SYSTEM* Section 8 Page 2 INCOME and EXPENSE ANALYSIS Enter Data The ASSESSMENT SYSTEM uses three (3) methods to locate Income & Expense data. The methods are S-B-L ( tax map number ), building address, and business name. Hi-lite the locate method, press ENTER and complete the prompt. Pressing F8 will enter the last entered search criteria.



	If a match is not found, the first five (5) characters entered are then used in the look up and a cross-reference screen is displayed. Hi-lite the desired record and press ENTER to display the I & E data screen. Press ESC to return to the look up menu.



	*ASSESSMENT SYSTEM* Section 8 Page 3 INCOME and EXPENSE ANALYSIS Enter Data


	The ASSESSMENT SYSTEM I & E module does NOT require a complete Income & Expense statement for the data to be useful. Any piece of an I & E statement can be used. From owner occupied buildings, the expenses only can be used. From the tenants, the rent for a specific area can be used. Complete the I & E data entry form as accurately as possible, completing as many items as possible. For best results use the following guidelines : Rent only - the square feet and number of units should correspond with the rent paid. Also expense responsibility should be noted. Expense only- the square feet and number of units should correspond with each expense dollar item.



	*ASSESSMENT SYSTEM* Section 8 Page 4 INCOME and EXPENSE ANALYSIS Browse Data



	The ASSESSMENT SYSTEM I & E module will browse the actual rent data by USE code. Use the Arrow Keys to hi-lite I /E BROWSE and press ENTER. The browse windows opens with the actual rental data displayed by USE CODE / VALUATION DISTRICT. Hi-lite desired record and press ENTER to display rent screen. Press F3 to locate a specific Use Code Rents. The I/E BROWSE may also be displayed for the Commercial Site screen by pressing SHIFT F10.



	*ASSESSMENT SYSTEM* Section 8 Page 5 INCOME and EXPENSE ANALYSIS Reports The ASSESSMENT SYSTEM I & E module provides four (4) analysis reports. All reports are sorted by Use Code by Valuation District. 1) Analysis 1 - Reviews the actual I & E data and calculates average dollar amount, per square foot and per units expense cost along with rent averages. See reports Section 8 page 6 & 7 . ( ANALYS1.PRN ) 2) Expense Outlier- Reports each expense item that falls outside of a user determined range. This is used to filter unreasonable expenses. See report Section 8 page 8 . ( ANALOUT.PRN ) 3) Analysis 2 - Reviews filtered I & E data and calculates economic rents per square foot and per unit. Then each expense item is reported as a per cent of gross economic rent. See report Section 8 page 9 . ( ANALYS2.PRN ) 4) Capitalization Rate calculation - Uses the output from Analysis 2 with commercial sales to calculate Market Capitalization Rate and Gross Rent Multipliers. See report Section 8 page 10 . ( CAPRATE.PRN )



	*ASSESSMENT SYSTEM* Section 8 Page 6 10/17/93 INCOME AND EXPENSE ANALYSIS BY DOLLARS SPENT FOR A01 Walk-up Apartment Valuation District 2 ALL INFORMATION IS THE PROPERTY OF TAVIE S. LATONA ============================================================================== #OCC MINIMUM MAXIMUM MEAN YEAR BUILT 4 1900 1975 1951 I/E YEAR 4 88 88 88 SQUARE FEET 4 5210 39114 19585 UNITS 4 5 36 19 POTENTIAL GROSS INCOME 4 17100 178920 85500 ACTUAL GROSS INCOME 4 14640 166981 79593 ADDITIONAL INCOME 0 0 0 0 PGI PER SQUARE FOOT 4 2.40 4.75 3.81 PGI PER UNIT 4 2850 4970 4010 VACANCY/CREDIT LOSS 3 5 20 12 EXPENSES (in dollars) #OCC MINIMUM MAXIMUM MEAN INSURANCE 4 659 6063 3503 BUILDING SERVICES 4 2336 5400 3371 MAINTENANCE 4 122 21487 9452 UTILITIES 2 2296 16974 9635 ELECTRIC 1 9051 9051 9051 HEAT 1 7923 7923 7923 RESERVE/REPLACEMENT 2 359 15438 7899 MANAGEMENT 3 747 24105 10384 MISCELLANEOUS 0 0 0 0 TOTAL EXPENSES 2 6250 86732 46491



	*ASSESSMENT SYSTEM* Section 8 Page 7
	10/17/93 INCOME AND EXPENSE ANALYSIS PER SQUARE FOOT / PER UNIT FOR A01 Walk-up Apartment Valuation District 2 ALL INFORMATION IS THE PROPERTY OF TAVIE S. LATONA ============================================================================== EXPENSES (per sqft) #OCC MINIMUM MAXIMUM MEAN/SQFT POTENTIAL GROSS INC 4 2.40 4.75 3.81 ACTUAL GROSS INC 4 2.17 4.51 3.44 ADDITIONAL GROSS INC 0 0 0 0 INSURANCE 4 0.13 0.25 0.18 BUILDING SERVICES 4 0.07 0.45 0.29 MAINTENANCE 4 0.02 0.58 0.32 UTILITIES 2 0.43 0.44 0.44 ELECTRIC 1 0.23 0.23 0.23 HEAT 1 0.20 0.20 0.20 RESERVE/REPLACEMENT 2 0.07 0.39 0.23 MANAGEMENT 3 0.10 0.62 0.32 MISCELLANEOUS 0 0.00 0 0 TOTAL EXPENSES 2 1.20 2.22 1.71 EXPENSES (per unit) #OCC MINIMUM MAXIMUM MEAN/UNIT POTENTIAL GROSS INC 4 2850 4970 4010 ACTUAL GROSS INC 4 2576 4638 3619 ADDITIONAL GROSS INC 0 0 0 0 INSURANCE 4 132 298 199 BUILDING SERVICES 4 74 514 312 MAINTENANCE 4 20 597 324 UTILITIES 2 459 472 465 ELECTRIC 1 251 251 251 HEAT 1 220 220 220 RESERVE/REPLACEMENT 2 72 429 250 MANAGEMENT 3 125 670 340 MISCELLANEOUS 0 0 0 0 TOTAL EXPENSES 2 1250 2409 1830



	*ASSESSMENT SYSTEM* Section 8 Page 8
	INCOME / EXPENSE OUTLIER ANALYSIS A01 Walk-up Apartment Valuation District 3 ITEMS MORE THAN OR LESS THAN 25 PERCENT OF USE MEAN MAP # ITEM VALUE-> MEAN ACTUAL ===================================================================== 192.-1-1.1 INSURANCE/SQFT 0.18 0.13 INSURANCE/UNIT 199 132 BLDG SER./SQFT 0.29 0.45 BLDG SER./UNIT 312 467 MAINT./SQFT 0.32 0.12 MAINT./UNIT 324 120 RESERVE/SQFT 0.23 0.07 RESERVE/UNIT 250 72 TOTAL EXP./SQFT 1.71 1.20 TOTAL EXP./UNIT 1,830 1,250 238.8-1-35 POT INCOME/SQFT 3.81 2.40 POT INCOME/UNIT 4,010 2,850 ACT INCOME/SQFT 3.44 2.17 ACT INCOME/UNIT 3,619 2,576 INSURANCE/SQFT 0.18 0.25 INSURANCE/UNIT 199 298 BLDG SER./SQFT 0.29 0.43 BLDG SER./UNIT 312 514 MAINT./SQFT 0.32 0.02 MAINT./UNIT 324 20 MANAG./SQFT 0.32 0.10 MANAG./UNIT 340 125 TOTAL EXP./SQFT 1.71 0.80 TOTAL EXP./UNIT 1,830 957 238.8-1-57 ACT INCOME/UNIT 3,619 4,638 BLDG SER./SQFT 0.29 0.07 BLDG SER./UNIT 312 74 MAINT./SQFT 0.32 0.55 MAINT./UNIT 324 597 RESERVE/SQFT 0.23 0.39 RESERVE/UNIT 250 429 MANAG./SQFT 0.32 0.62 MANAG./UNIT 340 670 TOTAL EXP./SQFT 1.71 2.22 TOTAL EXP./UNIT 1,830 2,409 238.16-2-70 ACT INCOME/SQFT 3.44 4.51 BLDG SER./SQFT 0.29 0.20 BLDG SER./UNIT 312 193 MAINT./SQFT 0.32 0.58 MAINT./UNIT 324 557 MANAG./SQFT 0.32 0.23 MANAG./UNIT 340 225 TOTAL EXP./SQFT 1.71 1.22 TOTAL EXP./UNIT 1,830 1,171



	*ASSESSMENT SYSTEM* Section 8 Page 9

	10/17/93 INCOME AND EXPENSE ANALYSIS EXPENSES AS A PER CENT OF EFFECTIVE GROSS A01 Walk-up Apartment Valuation District 2 ALL INFORMATION IS THE PROPERTY OF TAVIE S. LATONA ============================================================================== POTENTIAL GROSS/SQFT 4 2.83 5.18 4.02 ACTUAL GROSS/SQFT 4 2.60 4.94 3.65 EXPENSES (per sqft) #OCC MINIMUM MAXIMUM MEAN/SQFT INSURANCE 4 3.95 8.88 4.95 BUILDING SERVICES 4 3.88 15.28 8.35 MAINTENANCE 4 11.20 12.01 6.77 UTILITIES 4 8.30 15.21 11.39 ELECTRIC 4 4.44 8.14 6.05 HEAT 4 3.86 7.07 5.26 RESERVE/REPLACEMENT 4 4.44 8.63 5.79 MANAGEMENT 4 4.52 13.47 7.70 MISCELLANEOUS 0 0 0 0 TOTAL EXPENSES 4 31.86 48.48 39.54 ************************************************************************************************** POTENTIAL GROSS/UNIT 4 3321 5031 4246 ACTUAL GROSS/UNIT 4 2928 4803 3854 EXPENSES (per unit) #OCC MINIMUM MAXIMUM MEAN/UNIT INSURANCE 4 3.90 8.98 4.97 BUILDING SERVICES 4 3.83 15.47 8.39 MAINTENANCE 4 11.07 12.01 6.74 UTILITIES 4 9.36 14.18 11.39 ELECTRIC 4 4.99 7.56 6.12 HEAT 4 4.37 6.62 5.36 RESERVE/REPLACEMENT 4 4.97 8.63 5.77 MANAGEMENT 4 4.47 13.47 7.75 MISCELLANEOUS 0 0 0 0 TOTAL EXPENSES 4 32.65 48.48 39.57



	*ASSESSMENT SYSTEM* Section 8 Page 10

	10/17/93 CAPITALIZATION RATE ANALYSIS D08 Small Retail VALUATION DISTRICT 2 ALL INFORMATION IS THE PROPERTY OF TAVIE S. LATONA ============================================================================== 162.17-1-1 D08 Small Retail 7761 * 12.14 = 94219 Gross Rent- 94219 - 47298 Expenses = 46921 Net Op Inc 46921 Net Op Inc / 280000 Sale Prc = 0.16757 Cap Rate 280000 -Sale Prc / Gross Rent- 94219 = 2.972 Gross Rent Mult 162.17-2-2.111 D08 Small Retail 750 * 12.14 = 9105 Gross Rent- 9105 - 4571 Expenses = 4534 Net Op Inc 4534 Net Op Inc / 41500 Sale Prc = 0.10926 Cap Rate 41500 -Sale Prc / Gross Rent- 9105 = 4.558 Gross Rent Mult 162.17-2-6 D08 Small Retail 3486 * 12.14 = 42320 Gross Rent- 42320 - 21245 Expenses = 21075 Net Op Inc 21075 Net Op Inc / 190000 Sale Prc = 0.11092 Cap Rate 190000 -Sale Prc / Gross Rent- 42320 = 4.490 Gross Rent Mult 162.17-2-8 A02 Convert Apartment 720 * 5.66 = 4075 E02 Walk-Up Office 1420 * 14.43 = 20491 Gross Rent- 24566 - 12332 Expenses = 12234 Net Op Inc 12234 Net Op Inc / 130000 Sale Prc = 0.09411 Cap Rate 130000 -Sale Prc / Gross Rent- 24566 = 5.292 Gross Rent Mult 173.05-2-25 D08 Small Retail 720 * 12.14 = 8741 E02 Walk-Up Office 468 * 14.43 = 6753 Gross Rent- 15494 - 7778 Expenses = 7716 Net Op Inc 7716 Net Op Inc / 95000 Sale Prc = 0.08122 Cap Rate 95000 -Sale Prc / Gross Rent- 15494 = 6.131 Gross Rent Mult Rate Minimum Rate Maximum Rate Mean Rate Market Capital. 0.081220 0.167570 0.112616 Gross Rent Mult. 2.972 6.131 4.689



	*ASSESSMENT SYSTEM* AUDIT TRAIL Section 9 Page 1 PRINT AUDIT REPORT The ASSESSMENT SYSTEM provides a complete audit trail of all changes to its databases. These changes may be printed out in the form of an audit report. To print the audit report, move the hi-lite bar to UTILITY and press ENTER. This drops down a menu of the utility modules. Hi-lite the AUDIT module and press ENTER to display the available options. To print an audit report, hi-lite the PRINT option and press ENTER.



	*ASSESSMENT SYSTEM* Section 9 Page 2 To create the audit report print file AUDIT.PRN hi-lite YES- I DO and press ENTER. Press ESC or hi-lite NO- I DO NOT and press ENTER to abort the audit report print. A bar graph showing the per cent completed is displayed as the audit trail is created.



	After the audit report is created, the user is prompted to SAVE the audit transactions and INITIALIZE the audit file. By initializing the audit file, the next audit report will contain only the work entered after this report was created. Also, ALL audit transactions may be viewed by pressing CONTROL (CTRL) A from the main parcel screen !



	*ASSESSMENT SYSTEM* Section 9 Page 3 To SAVE / INITIALIZE the audit file hi-lite YES- I DO and press ENTER. Press ESC or hi-lite NO- I DO NOT and press ENTER to abort the SAVE / INITIALIZE . A bar graph showing the per cent completed is displayed as the audit transactions are saved to the BKUPAUD file. The saved audit file is then re-indexed.



	To print the audit report, hi-lite YES- I DO and press ENTER. To print the report at a later date, press ESC or hi-lite NO- I DO NOT and press ENTER. See the PRINT MANAGEMENT section of this manual to print the audit report at a later date. On the following page is an example of the audit report.



	*ASSESSMENT SYSTEM* Section 9 Page 4 Sample Print of the Audit Trail Report

	10/19/93 AUDIT TRAIL REPORT TAVIE S. LATONA SWIS SBL DATABASE / FIELD * DATA FROM * * DATA TO * DATE TIME USER =================================================================================================================================== 146001 162.17-5-8 resident / R1120 0.00 146811.70 10/19/93 20:39:23 TSL 146001 173.05-4-17 land / L3100 0.00 -1400.00 10/19/93 19:01:29 TSL 146001 162.17-2-6 commuse / FILEKEY 1460011621700002006000 0201 10/17/93 13:40:43 TSL commuse / FILEKEY 1460011621700002008000 0101 10/17/93 13:09:34 TSL 146001 161.20-1-1 resident / R4340 0.00 1.00 10/19/93 20:22:19 TSL resident / R1130 0.00 60900.00 10/19/93 20:22:19 TSL resident / R1120 0.00 -8836.80 10/19/93 20:22:19 TSL resident / R1110 11200.00 60900.00 10/19/93 20:22:19 TSL land / L3100 0.00 60900.00 10/19/93 18:32:01 TSL 146001 161.20-1-2 resident / R4340 0.00 0.40 10/19/93 20:22:27 TSL resident / R1130 0.00 125900.00 10/19/93 20:22:26 TSL resident / R1120 0.00 101404.16 10/19/93 20:22:26 TSL resident / R1110 11300.00 62300.00 10/19/93 20:22:25 TSL land / L3100 0.00 62300.00 10/19/93 18:32:02 TSL 146001 161.20-1-3 resident / R4340 0.00 0.40 10/19/93 20:22:31 TSL resident / R1130 0.00 149900.00 10/19/93 20:22:30 TSL resident / R1120 0.00 141319.19 10/19/93 20:22:30 TSL resident / R1110 11300.00 62300.00 10/19/93 20:22:30 TSL land / L3100 0.00 62300.00 10/19/93 18:32:04 TSL 146001 161.20-1-4 resident / R4340 0.00 0.40 10/19/93 20:22:36 TSL resident / R1130 0.00 135300.00 10/19/93 20:22:36 TSL resident / R1120 0.00 115540.19 10/19/93 20:22:36 TSL resident / R1110 11300.00 62100.00 10/19/93 20:22:35 TSL land / L3100 0.00 62100.00 10/19/93 18:32:06 TSL 146001 161.20-1-4 land / L3100 0.00 62100.00 10/19/93 18:56:56 TSL 146001 161.20-1-5 resident / R4340 0.00 0.40 10/19/93 20:22:41 TSL resident / R1130 0.00 126000.00 10/19/93 20:22:40 TSL resident / R1120 0.00 99427.69 10/19/93 20:22:40 TSL resident / R1110 11300.00 62100.00 10/19/93 20:22:39 TSL land / L3100 0.00 62100.00 10/19/93 18:32:07 TSL 146001 161.20-1-5 land / L3100 0.00 62100.00 10/19/93 18:56:58 TSL ** 146001 161.20-1-6 resident / R4340 0.00 0.40 10/19/93 20:22:45 TSL



	*ASSESSMENT SYSTEM* Section 9 Page 5 APPLY RPS AUDIT FILE This option will apply an ascii transaction file with the RPS version 3 format. Use the ARROW KEYS to hi-lite APPLY option of the UTILITY sub-menu AUDIT. Press ENTER to start process.



	Answer the prompt to apply RPS formatted transactions. Hi-lite YES- I DO and press ENTER to apply transactions. Press ESC or hi-lite NO- I DO NOT and press ENTER to abort the process. NOTE : ONLY ASSESSMENT, SALE, RESIDENT SITE, AND COMMERCIAL SITE TRANSACTIONS WILL BE APPLIED !



	*ASSESSMENT SYSTEM* Section 9 Page 6 At the prompt, enter the full file path and name of the transaction file to apply.



	The transactions are read into memory with a bar graph displaying progress of the read.



	*ASSESSMENT SYSTEM* Section 9 Page 7 The transactions are then sorted. A bar graph shows the progress of the file sort.



	The transactions are then applied to the file.



	*ASSESSMENT SYSTEM* Section 9 Page 8 Press Y or use the Arrow Keys to hi-lite YES- I DO and press ENTER to print the maintenance report. Press ESC or hi-lite NO- I DO NOT and press ENTER to abort the print.



	*ASSESSMENT SYSTEM* Section 9 Page 9 APPLY ASSESSMENT SYSTEM AUDIT FILE This option will apply the audit.dbf file produced by the ASSESSMENT SYSTEM. This option will be used when applying field work from a remote PC. Use the ARROW KEYS to hi-lite APPLY option of the UTILITY sub-menu AUDIT. Press ENTER to start process. Hi-lite YES- I DO and press ENTER or press Y to apply ASSESSMENT SYSTEM. maintenance. Press ESC or hi-lite NO- I DO NOT and press ENTER to abort the process.



	*ASSESSMENT SYSTEM* Section 9 Page 10 Enter the path where the Audit.dbf file can be found and then press ENTER.



	*ASSESSMENT SYSTEM* Section 9 Page 11 Enter the path where the Audit.dbf file can be found and then press ENTER.



	*ASSESSMENT SYSTEM* Section 9 Page 12 Example of the APPLYVAL.PRN Report

	ASSESSMENT SYSTEM APPLY VALUE.EXE TRANSACTION MAINTENANCE SWIS S-B-L TRANSACTION MESSAGE ==================================================================================== 180200 71.018-1-71 imprmnt RECORD ADD FILEKEY 1802000710180001071000 0001 I6010 RP1 I6020 3 I6030 300.00 I6050 1.00 I6060 C I6070 3 I6080 1994.00 180200 71.020-1-33 imprmnt RECORD ADD FILEKEY 1802000710200001033000 0001 I6010 RG1 I6020 3 I6030 400.00 I6050 1.00 I6060 C I6070 3 I6080 1995.00 180200 71.082-1-9 imprmnt RECORD ADD FILEKEY 1802000710820001009000 0001 I6010 RP1 I6020 3 I6030 300.00 I6050 1.00 I6060 C I6070 3 I6080 1995.00 180200 84.006-1-8 imprmnt RECORD CHANGE I6070 2 TO 3 imprmnt NOT APPLIED- PRIOR INCORRECT- 2 I6080 1940.00 TO 1995.00 imprmnt NOT APPLIED- PRIOR INCORRECT- 1940.00 180200 84.006-1-8 imprmnt RECORD ADD FILEKEY 1802000840060001008000 0001 I6010 LS1 I6020 3 I6030 375.00 I6050 1.00 I6060 C I6070 3 I6080 1995.00 180200 84.006-1-8 imprmnt RECORD ADD FILEKEY 1802000840060001008000 0001



	*ASSESSMENT SYSTEM* Section 9 Page 13 CREATE TRANSACTIONS FOR SPECIFIC FIELD This option will create the transaction file RPS007I1. in the DNLOAD subdirectory for a specific field in one of the following databases : ASMNT, COMMRCL, RESIDENT, or SALE. To create transactions, hi-lite YES- I DO and press ENTER. Press ESC or hi-lite NO- I DO NOT to abort the process.



	*ASSESSMENT SYSTEM* Section 9 Page 14 Next, use the ARROW KEYS to hi-lite the desired data base and press ENTER to select.



	A field list browse is displayed. Use the ARROW KEYS to hi-lite the desired field and press ENTER to select. See the File Layout section of this manual for field definitions.



	*ASSESSMENT SYSTEM* Section 9 Page 15 Hi-lite YES- I DO and press ENTER to create transaction. Press ESC or hi-lite NO- I DO NOT and press ENTER to abort the process.


	At the prompt, enter the transaction batch number, which can be any combinations of up to three (3) numbers or leters.



	*ASSESSMENT SYSTEM* Section 9 Page 16 A bar graph displays the per cent completed of the transaction create process.



	*ASSESSMENT SYSTEM* Section 9 Page 17 CREATE RPS TRANSACTION FILE RPS007I1. The ASSESSMENT SYSTEM provides a mechanism for applying changes made to its databases back to the RPS ISAM master (RPS985D*.) files. To create the RPS007I1. transaction file of database changes, move the hi-lite bar to UTILITY and press ENTER. This drops down a menu of the report modules. Hi-lite the AUDIT module and press ENTER to display the available options. To create transactions, hi-lite the CREATE RPS option and press ENTER.



	The following screen will appear. Hi-lite the YES- I DO box and press ENTER to start the process. Press ESC or hi-lite NO- I DO NOT and press ENTER to abort.



	*ASSESSMENT SYSTEM* Section 9 Page 18 CREATE RPS TRANSACTION FILE RPS007I1. If YES- I DO has been selected, the user will be prompted to enter a batch number. This is the batch number at the start of each transaction.



	With a batch number entered, a bar graph will appear at the bottom of the screen showing the progress of the transaction file creation.



	*ASSESSMENT SYSTEM* PRINT FILE MANAGEMENT Section 10 Page 1 The *ASSESSMENT SYSTEM* provides a complete mechanism to print or remove unwanted print files. Move the hi-lite bar to REPORTS and press ENTER. This drops down a menu of the report modules. Hi-lite the PRINT module and press ENTER to display the available print files.



	To print a report, hi-lite the desired print file and press ENTER.



	*ASSESSMENT SYSTEM* Section 10 Page 2 Hi-lite the YES- I DO box and press ENTER to Print the file. Press ESC or hi-lite NO- I DO NOT and press ENTER to abort the file print.


	By defining the printer ports available, the user may direct the print to any port and to vary the pitch via program control. These control codes are stored in the file PRNPORT.CFG and an example configuation follows. The format is Item #, Description, Printer control codes .
	1,Panasonic Regular,LPT1,CHR(27)+CHR(64) 2,Panasonic Condensed,LPT1,CHR(27)+CHR(15)



	ASSESSMENT SYSTEM Section 10 Page 3 To delete a report, hi-lite the desired print file and press DEL. Then hi-lite the YES- I DO box and press ENTER to delete the file. Press ESC or hi-lite NO- I DO NOT and press ENTER to abort the file delete.



	*ASSESSMENT SYSTEM* DOCUMENT PROCESSING File Wide Section 11 Page 1 Land Valuation The ASSESSMENT SYSTEM provides the user with the ability to produce valuation documents for all the parcels (Subjects or Sales) in a municipality or a subset of the parcels (Subjects or Sales). The chart below details the subset option. 1) Land Valuation Neighborhood 2) Residential Valuation Map Section / Map Sub-Section Neighborhood 3) Commercial Valuation Use Code Move the hi-lite bar to REPORTS and press ENTER. This drops down a menu of the report modules. Hi-lite the LAND option and press ENTER.



	Next, choose to process either the SUBJECT or SALE file. Do this by hi-liting the desired option using the ARROW KEYS and pressing ENTER. See the following screen. Then complete the YES / NO option box to start processing. Hi-lite the YES- I DO box and press ENTER to price land. Press ESC or hi-lite NO- I DO NOT and press ENTER to abort land pricing.



	*ASSESSMENT SYSTEM* Section 11 Page 2



	*ASSESSMENT SYSTEM* Section 11 Page 3 Lastly, select to process either the entire file or a specific neighborhood. If a specific neighborhood is selected, at the prompt enter the specific neighborhood code and press ENTER. Land Valuation processing for the subject file produces the print file LANDCOST.PRN . Land Valuation processing for the sale file produces the print file SLANDCST.PRN .



	*ASSESSMENT SYSTEM* Section 11 Page 4 RESIDENTIAL VALUATION Move the hi-lite bar to REPORTS and press ENTER. This drops down a menu of the report modules. Hi-lite the RESD (Residential) option and press ENTER.



	Next, choose to process either the SUBJECT or SALE file. Do this by hi-liting the desired option using the ARROW KEYS and pressing ENTER. See the following screen. Then complete the YES / NO option box to start processing. Hi-lite the YES- I DO box and press ENTER to start processing. Press ESC or hi-lite NO- I DO NOT and press ENTER to abort residential valuation.



		*ASSESSMENT SYSTEM* Section 11 Page 5 RESIDENTIAL VALUATION Then choose to process Cost Documents or Market Documents or Residential Data Cards and complete the YES / NO prompt.



	*ASSESSMENT SYSTEM* Section 11 Page 6 RESIDENTIAL VALUATION Next, select to process either the entire file, a specific map section-map sub-section, or a specific neighborhood. If a specific neighborhood or map section-map sub-section is selected, at the prompt enter the specific neighborhood code or map section-map sub-section and press ENTER. The example below shows the Map Section chosen and the map section 162.17 entered. Lastly, select the sequence to sort the documents. Residential Cost Valuation processing for the subject file produces the print file RESCOST.PRN . Residential Cost Valuation processing for the sale file produces the print file SRESCOST.PRN . Residential Data Card processing for the subject file produces the print file RESCARD.PRN .



	*ASSESSMENT SYSTEM* Section 11 Page 7 RESIDENTIAL VALUATION



	As the documents are produced the status bar will color in the gauge. To print immediately, answer Yes to the print now prompt. Otherwise, use the Print Management function to print at a later date.



	*ASSESSMENT SYSTEM* Section 11 Page 8 COMMERCIAL VALUATION Move the hi-lite bar to REPORTS and press ENTER. This drops down a menu of the report modules. Hi-lite the COMM option and press ENTER.



	Next, choose to process either the SUBJECT or SALE file. Do this by hi-liting the desired option using the ARROW KEYS and pressing ENTER. See the following screen. Then complete the YES / NO option box to start processing. Hi-lite the YES- I DO box and press ENTER to start processing. Press ESC or hi-lite NO- I DO NOT and press ENTER to abort commercial valuation.



	*ASSESSMENT SYSTEM* Section 11 Page 9 COMMERCIAL VALUATION Then choose to process Income Documents or Market Documents or Commercial Data Cards and complete the YES / NO prompt.



	*ASSESSMENT SYSTEM* Section 11 Page 10 COMMERCIAL VALUATION Lastly, select to process either the entire file or a specific Use Code. If a specific Use Code is selected, at the prompt enter the specific Use Code and press ENTER. The example below shows the Use Code chosen and the Use A02 entered. Commercial Income Valuation processing for the subject file produces the print file INCOME.PRN . Commercial Income Valuation processing for the sale file produces the print file SINCOME.PRN . Commercial Market Valuation processing for the subject file produces the print file COMMRKT.PRN. Commercial Market Valuation processing for the sale file produces the print file CSALMRKT.PRN . Commercial Data Card processing for the subject file produces the print file COMCARD.PRN .



	Next, select the sequence to print the documents in.



	*ASSESSMENT SYSTEM* Section 11 Page 11 COMMERCIAL VALUATION The status bar displays the progress of the program.



	*ASSESSMENT SYSTEM* INDIVIDUAL PARCEL PROCESSING Section 12 Page 1 Locate The ASSESSMENT SYSTEM provides the user with the ability to locate parcels via the following three (3) methods : 1) S-B-L (Tax map Number) 2) Property Location 3) Owner Name Use the ARROW KEYS to move the menu bar to hi-lite the LOCATE option. Press ENTER to drop down a menu list of options to use to locate a specific parcel. Hi-lite the desired locate method and press ENTER. At the prompt, enter the search criteria and press ENTER or press F8 to repeat the last search criteria entered and then press ENTER.



	If the complete search criteria can not be found, the ASSESSMENT SYSTEM will try to match the first five characters entered. If a match is found on the first five characters, a cross reference screen is displayed. The cross reference screen displays data in the sequence that was used in the search. For example, if the S-B-L was used in the search the data is displayed in S-B-L sequence. The cross reference screen lists S-B-L, Owner Name, Property Location, Assessment and Property Class Code. See the next page for a sample screen.



		*ASSESSMENT SYSTEM* Section 12 Page 2


	If the parcel is listed on the screen, use the ARROW KEYS to hi-lite the parcel. Then press ENTER to display the assessment data. Or else, the following keys are used to navigate through the data browse : Page Up - display the previous screen of data Page Down - display the next screen of data Home - display the first screen of data End - display last screen of data ESC - return to main locate menu



	*ASSESSMENT SYSTEM* Section 12 Page 3 From the assessment screen, all options are function key controlled and listed at the bottom of the screen. The function key options are listed below : F1 - On-line help F2 - Update assessment data F3 - Display Picture Browse F4 - Display Sale Data Browse F5 - Display Exemption Data Browse F6 - Display Special District Data Browse F7 - Display Tax Map F8 - Display Residential Site Data Browse F9 - Print : File Content Sheet Star Application (APP_STAR.RH2) Aged Renewal (RP467RNW.RH2) Aged Application (RP467.RH2) Agricultural Renewal (RP305R.RH2) F10 - Display Commercial Site Data Browse F12 - To Do Tickler File Page Up - Display Previous Parcel Page Down - Display Next Parcel Esc - Return to Main Locate Menu Shift F1 - Display Parcel Description Data Shift F2 - Homestead Class Apportionment Shift F3 - Display Memo Pad Shift F7 - Display Cross Reference Screen Ctrl F2 - Toggle From Next Year Processing to Current Year Ctrl F8 - Split Parcel / Key Change Parcel / Merge Parcel / Add New Parcel Ctrl A - Display Parcel Audits Transactions Ctrl L - Display Agricultural Land Calculation Screen Ctrl S - Enter Aged Income Amount for Senior and Star exemptions Ctrl T - Add / Delete Basic Star Exemption Del - Delete Current Parcel Ins - ReActivate Current Parcel



	*ASSESSMENT SYSTEM* Section 12 Page 4 Commercial Site Data Screen


	From the Commercial Site Data screen, all options are function key controlled and listed at the bottom of the screen. The function key options are listed below : F1 - On-line Help F2 - Update Commercial Data F3 - Display Parcel Pictures F4 - Display Parcel Sketches F5 - Display Land Record Data F6 - Display Commercial Use Record Data F7 - Display Improvement Record Data F8 - Display Residential Site Data F9 - Print Commercial Site Data Card on 8.5" * 11" Paper F10 - Calculate and Display Site Income Value F11 - Calculate and Display Site Market Use Value F12 - Post value Estimate Shift F6 - Display Building Data Shift F10 - Actual Rental Data for this Site Use (see I/E analysis) Shift F11 - Actual Sale Data for this Site Use (see commercial sale analysis) Alt F8 - Resequence Commercial Sites Page Up - Display Previous Commercial Site Page Down - Display Next Commercial Site Esc - Return to Assessment Data Screen



	*ASSESSMENT SYSTEM* Section 12 Page 5 Residential Site Data Screen



	From the Residential Site Data screen, all options are function key controlled and listed at the bottom of the screen. The function key options are listed below : F2 - Update Residential data F3 - Display Parcel Pictures F4 - Display Parcel Sketches F5 - Display Land Record Data F6 - Display Commercial Site Data F7 - Display Improvement Record Data F9 - Print Residential Site Data Card on 8.5" * 11" Paper F10 - Calculate and Display Site Cost Value F11 - Calculate and Display Site Market Value F12 - Post Value Estimate Alt F8 - ReSequence Site Data Cntrl Del - Delete Building Data Only Page Up - Display Previous Residential Site Page Down - Display Next Residential Site Esc - Return to Assessment Data Screen Del - Delete Current Residential Site Ins - Add New Residential Site



	*ASSESSMENT SYSTEM* Section 12 Page 6 Updating Data The ASSESSMENT SYSTEM provides for a user friendly approach to updating valuation data. The user is not required to remember codes, only to pick from a list of valid data choices. From an ASSESSMENT SYSTEM data screen press F2 to activate the update mode. Use the ARROW keys to hi-lite the field to update. If a field does NOT have a specific list of valid data choices, the user can input the new data and press ENTER to accept the data. If a field has specific data requirements, press F2 for a pick list browse window to pop up. Hi-lite the new data line and press ENTER to accept the new data. Escape (ESC) will abort a field update.



	*ASSESSMENT SYSTEM* Section 12 Page 7 Picture The ASSESSMENT SYSTEM can maintain an unlimited number of pictures (JPG format) for each property site. From the site screen, press F3 to display the picture record browse window. The sub-directory name (assuming a .JPG extension) and picture number is shown. The main picture directory is maintained by the DOS variable 'PICTURE'. The sub-directory of the main picture directory is entered in the Directry field. The default main picture directory is \Value\Picture. In the example below, the data entered in the field Directry is GLIB and the picture number is 10. This represents the following file : \Value\Picture\Glib\10.jpg

	Picture record data may be modified, added to, or deleted from this screen. To modify an existing picture record, use the UP/DOWN ARROW KEYS to hi-lite the appropriate picture record then press F2. The edited field is then hi-lited. Type in the data. After all changes have been made, press ENTER to complete the update process.



	To add an additional picture record, press INS key and complete the YES/NO prompt. Hi-lite YES- I DO and press ENTER to add a record. Press ESC or hi-lite NO- I DO NOT and press ENTER to abort the picture record add process. Enter the sub-directory, picture number and date of the picture at the prompt. The picture database is sorted with the latest picture first and the oldest picture last. To delete the current hi-lited picture record, press DEL key and complete the YES/NO prompt. Hi-lite YES- I DO and press ENTER to delete the record. Press ESC or hi-lite NO- I DO NOT and press ENTER to abort the picture record delete process.



	*ASSESSMENT SYSTEM* Section 12 Page 8 Up to four (4) pictures may be displayed at one time. To display more than a single picture, hi-lite each picture and press the space bar. A check mark will appear in the tag column. When the desired number of pictures have been tagged, press ENTER. The picture will display according to the following diagram.

	1 2 3 4



	Each of the pictures displayed may be blown up to encompass the entire screen. With the pictures displayed, press F1 for picture #1, F2 for picture #2, F3 for picture #3 and F4 for picture #4. Pressing ESCAPE (ESC) will remove the pictures and place the monitor in text mode.



	*ASSESSMENT SYSTEM* Section 12 Page 9 Sketch The *ASSESSMENT SYSTEM* can maintain multiple sketches for each property site. The PAGE UP/PAGE DOWN keys will scroll through the site sketches. PAGE UP to the previous site sketch, PAGE DOWN to the next site sketch. To ADD another sketch, press the INS key. To delete the currently displayed sketch, press the DEL key. To draw a sketch or to modify an existing sketch, use the ARROW keys to position the cursor where desired. Press F5 to draw a line. Starting where the cursor is positioned, use the ARROW KEYS to move the cursor the length of the side. The building side is drawn by the displayed dots ("."). The length of the side, based on the current scale, is shown at the bottom of the screen. The scale may only be set before the sketch is started. To change from the default 1" : 20' scale, press F10 and select from the pick list browse. 1" : 40', 1" : 80', 1" : 100' along with the default 1" : 20' scale are the choices available. To place a label, such as the length of a side or the story height, move the cursor via the ARROW KEYS to the desired position. With the cursor positioned, press F8 and enter the label at the prompt. ESC closes the sketch window and returns to the site screen.



	*ASSESSMENT SYSTEM* Section 12 Page 10 Land Records The *ASSESSMENT SYSTEM* can maintain an unlimited number of land records for each property site. From the site screen, press F5 to display the land record browse window. The land type description, frontage, depth, acres, square feet, land type rating, influence code, influence percent, depth factor and the land record value is shown.


	Land record data may be modified, added to, or deleted from this screen. To modify an existing land record, use the UP/DOWN ARROW KEYS to hi-lite the appropriate land record then press F2. The edited field is then hi-lited. If the hi-lited field is either the land description, rating, or the influence code, a pick list browse window is displayed. Hi-lite the new data in the pick list browse via the UP/DOWN ARROW KEYS and press ENTER to accept the new data. To bypass this field press either the ESC key or the LEFT/RIGHT ARROW KEYS. If the hi-lited field does not have a pick list, type in the new data. After all changes have been made, press ESC to complete the update process.



	*ASSESSMENT SYSTEM* Section 12 Page 11 Land Records To add an additional land record, press INS key and complete the YES/NO prompt. Hi-lite YES- I DO and press ENTER to add a record. Press ESC or hi-lite NO- I DO NOT and press ENTER to abort the land record add process.


	With the land record added, enter the data using the instructions given in the EDIT or UPDATE mode. To delete the current hi-lited land record, press DEL key and complete the YES/NO prompt. Hi-lite YES- I DO and press ENTER to delete the record. Press ESC or hi-lite NO- I DO NOT and press ENTER to abort the land record delete process.


	The ASSESSMENT SYSTEM has the ability to value individual site land records. Land valuation is via the neighborhood code and the land type. See Section 5 for more information on creating / maintaining land pricing records. To value the site land press F10. A window with the land records for this site is displayed. Each land record is valued and the total site land value is displayed. The values may be posted to the individual land records by hi-liting YES- I DO and pressing ENTER. Press ESC or hi-lite NO- I DO NOT and press ENTER to abort the posting process.



	*ASSESSMENT SYSTEM* Section 12 Page 12 Commercial Use Records The ASSESSMENT SYSTEM can maintain an unlimited number of commercial use records for each property site. From the commercial site screen, press F6 to display the commercial use record browse window. The commercial use description, valuation district, use square feet, unit type description, and the number of units is shown.



	Commercial use record data may be modified, added to, or deleted from this screen. To modify an existing commercial use record, use the UP/DOWN ARROW KEYS to hi-lite the appropriate commercial use record then press F2. The edited field is then hi-lited. If the hi-lited field is either the commercial use description or the unit code description a pick list browse window is displayed. Hi-lite the new data in the pick list browse via the UP/DOWN ARROW KEYS and press ENTER to accept the new data. To bypass this field press either the ESC key or the LEFT/RIGHT ARROW KEYS. If the hi-lited field does not have a pick list, type in the new data. After all changes have been made, press ESC to complete the update process.



	*ASSESSMENT SYSTEM* Section 12 Page 13 Commercial Use Records To add an additional commercial use record, press INS key and complete the YES/NO prompt. Hi-lite YES- I DO and press ENTER to add a record. Press ESC or hi-lite NO- I DO NOT and press ENTER to abort the commercial use record add process. Then enter the new record data at the prompts.





	To delete the current hi-lited commercial use record, press DEL key and complete the YES/NO prompt. Hi-lite YES- I DO and press ENTER to delete the record. Press ESC or hi-lite NO- I DO NOT and press ENTER to abort the commercial use record delete process.



	*ASSESSMENT SYSTEM* Section 12 Page 14 Improvement Records The ASSESSMENT SYSTEM can maintain an unlimited number of improvement records for each property site. From the site screen, press F7 to display the improvement record browse window. The improvement description, number of items, measure code, dimension 1, dimension 2, grade, condition, year built, functional obsolescence, cost value and the add- in-flag is shown. With the add-in-flag set to 'Y', the RCNLD value is added to the market value.



	Improvement record data may be modified, added to, or deleted from this screen. To modify an existing improvement record, use the UP/DOWN ARROW KEYS to hi-lite the appropriate improvement record then press F2. The edited field is then hi-lited. If the hi-lited field is either the improvement description or the unit code description a pick list browse window is displayed. Hi-lite the new data in the pick list browse via the UP/DOWN ARROW KEYS and press ENTER to accept the new data. To bypass this field press either the ESC key or the LEFT/RIGHT ARROW KEYS. If the hi-lited field does not have a pick list, type in the new data. After all changes have been made, press ESC to complete the update process.



	*ASSESSMENT SYSTEM* Section 12 Page 15 Improvement Records To add an additional improvement record, press INS key and complete the YES/NO prompt. Hi-lite YES- I DO and press ENTER to add a record. Press ESC or hi-lite NO- I DO NOT and press ENTER to abort the improvement record add process. Then enter the new record data at the prompts.



	To delete the current hi-lited improvement record, press DEL key and complete the YES/NO prompt. Hi-lite YES- I DO and press ENTER to delete the record. Press ESC or hi-lite NO- I DO NOT and press ENTER to abort the improvement record delete process. The ASSESSMENT SYSTEM provides real time cost valuation of any improvement record. To value an improvement record, use the ARROW KEYS to hi-lite the desired record and then press F10. A window opens displaying the replacement cost new, the depreciation, any obsolescence and the RCNLD value (replacement cost new less depreciation). This value may be saved by pressing F10.



	*ASSESSMENT SYSTEM* Section 12 Page 16 Residential Data Card The ASSESSMENT SYSTEM prints a data card on 8.5" x 11" paper. From the site screen, press F9 to print a data card.
	11/27/93 RESIDENTIAL / FARM / VACANT ALL INFORMATION IS THE PROPERTY OF TAVIE S. LATONA ============================================================================== 146001 173.09-2-25 SMITH GRAHAM W 181 MEADOWBROOK 210- 1 FAMILY RES Taxable Active 146001- ORCHARD PARK CNTRL * Residence - Site 01 210- 1 FAMILY RES Route- 21000 Zone- Nghbd- 201 Sewer- Comm/Public Water- Comm/Public Utilities- Gas & Electric Desirability- Superior * Land Data Land Type Front Depth Square Ft Acre Rating Influence Influ % Primary 180 339 0 0.00 0.00 * Residence Data Colonial First Story Area 1872 2.0 Stories Second Story Area 1440 Wood Addition Story Area 0 Year Built- 1958 Half Story Area 0 # Kitchens- 1 3/4 Story Area 0 # Baths- 3.0 Fin Area / Garage 0 Fireplaces- 1 Finished Attic Area 0 Hot Water/Steam Heat Fin Basement Area 0 Gas Fuel Type Aircond Unfinished 1/2 Area 0 Basement- Partial Unfinished 3/4 Area 0 Bsmt Garage- 0 Unfinished Room Area 0 Att Garage- 0 Condition- Normal Sq Ft Living Area 3312 Grade- Good Grade Adj- 1.00 Recreation Rm Area 200 * Improvements Code - Description Dim 1 Dim 2 Quan Grade Cond Year Obs RP1 PORCH, OPEN 280 0 1 Good Normal 1985 0.00 RG1 GARAGE, 1 STORY ATTA 528 0 1 Good Normal 1955 0.00 *** Sketch ..................................................................... . . . . .18 1/ . . . . . ............................ 2/B . . 24 . 40 . . . . . RG1 22 . . . . . . . 36 . ...................................................................... .8 RP2 . ..........................................



	*ASSESSMENT SYSTEM* Section 12 Page 17 Commercial Data Card The ASSESSMENT SYSTEM prints a data card on 8.5" x 11" paper. From the site screen, press F9 to print a data card.
	11/27/93 COMMERCIAL / INDUSTRIAL / VACANT ALL INFORMATION IS THE PROPERTY OF TAVIE S. LATONA ============================================================================== 146001 162.17-1-3 HAYMAN JOHN L 4156 N BUFFALO ST 411- APARTMENT Taxable Active 146001- ORCHARD PARK CNTRL * Commercial - Site 01 411- APARTMENT HY-VIEW TERRACE A03- Garden Apartment Valuation Dist- 02 Route- Nghbd-17 Zone- Sewer- Comm/Public Desirability- Good Water- Comm/Public Condition- Normal Utilities- Electric Grade- Average Year Built- 1958 * Land Data Land Type Front Depth Square Ft Acre Rating Influence Influ % Primary 0 0 17372 0.00 0.00 Residual 0 0 1000 0.00 Shape 0.00 * Improvements Code - Description Dim 1 Dim 2 Quan Grade Cond Year Obs RG4 GARAGE, 1 STORY DETA 480 0 1 Average Normal 1993 0.00 LS3 POOL, INGROUND CONCR 500 0 1 Average Normal 1993 0.25 LP4 DRIVEWAY, ASPHALT 3200 4 1 Average Normal 1971 0.00 * Use Data Code - Description Vd Square Ft Unit Type Units A03 Garden Apartment 02 8760 Apartment 14 J02 Small Garage 02 1200 Stalls 5 *** Sketch ........................................................ . . .28 2/B . . . RG4 ........................................................ 90 .............. . . . A03/ . . J02 .50 LS3 . . . . .............. 24



	*ASSESSMENT SYSTEM* Section 12 Page 18 Commercial Income Document The ASSESSMENT SYSTEM produces a Commercial Income value which can be printed on 8.5" x 11" paper. From the commercial site screen, press F10 to calculate and display the income value. A market capitalization rate (Cap) value and a gross rent multiplier (GRM) value are produced. To these values are added excess land value and the added improvement value to form the total square foot/unit Cap rate value and the total square foot/unit Grm rate value. Excess land value is the value of all land records NOT coded as land type primary. Extra improvement value is the RCNLD value of all improvement records tagged to be used as added value. See the Improvement section on how to tag improvement records. Either of these values may be saved as the site income value by pressing F10 and picking a value for the pick list browse that is shown. See the next two (2) pages for an example of the Commercial Income Document.



	*ASSESSMENT SYSTEM* Section 12 Page 19 Commercial Income Document

	11/27/93 COMMERCIAL INCOME DOCUMENT ALL INFORMATION IS THE PROPERTY OF TAVIE S. LATONA ============================================================================== 146001 162.17-1-1 4110 N BUFFALO ST. TARQUINI ANTHONY & Nbhd- 17 >1USE SM BLD ORCHARD PARK CNTRL Assessed- 280,000 Business Name- JOE'S HARDWARE Altern. Addr- Land Calculation- Primary 25265 Sqft 154,274 Residual 1000 Sqft 1,180 Total Land Value 155,500 Improvement Calculation- 1 DRIVEWAY, ASPHALT 30,880 Sqft 1973 CONDITION AVE 65,157 RCN -32,578 DEPREC 0 OBSOL 32,578 RCNLD Income Calculation- Square Feet Units Small Retail 7800 SF Base Price Per Sqft 12.14 Bldg Size 1.00 Land Ratio 0.00 1.00 Sqft/Unit Income w/Site Adj 94692 Site Adjustment- Small Retail ********** VALUES ********* Condition - Normal 1.00 Excess Land Value 1,200 Desirability - Normal 1.00 Extra Improvement Value 32,600 Age - 1945 1.00 Sqft Cap Rate Value 416,300 Grade - Average 1.00 Overall Site Adjust - 1.00 Sqft Grm Rate Value 441,600 ———————————————————------------------------- ----------- Total Sqft Cap Rate Value 450,100 Total Sqft Grm Rate Value 475,400 ** Sketch ................................................................. . . . . . . .60 1/ . . . . . . 130 . .................................................................



	*ASSESSMENT SYSTEM* Section 12 Page 20 Commercial Income Document

	11/27/93 COMMERCIAL INCOME DOCUMENT ALL INFORMATION IS THE PROPERTY OF TAVIE S. LATONA ============================================================================== 146001 162.17-1-1 Continued... Income and Expense Calculation Square Feet Units 94,692 Potential Gross Income 0 Vacancy or Credit Loss 94,692 Effective Gross Income 47,535 Expenses Excl Real Tax 3,504 Insurance 11,742 Bldg Services 7,859 Utilities 14,488 Maintenance 0 Reserve/Replace 9,469 Management 473 Miscellaneous 47,157 Net Operating Income 0.11328 Capitalization Rate 416,284 Cap Rate Value ———————————————————————————————----------------------------------------------- ---------------------------- 4.664 Gross Rent Multiplier 441,643 Grm Rate Value **



	ASSESSMENT SYSTEM Section 12 Page 21 Commercial Market Document The ASSESSMENT SYSTEM produces a Commercial Market value which can be printed on 8.5" x 11" paper. From the commercial site screen, press F11 to calculate and display the market value. A square foot multiplier value and a unit multiplier value is calculated. To this value excess land value and the extra improvement value is added to form the total site value. Excess land value is the value of all land records NOT coded as land type primary. Extra improvement value is the RCNLD value of all improvement records tagged to be used as added value. See the Improvement section on how to tag improvement records. To save the Unit Multiplier value as the site market value, press F10. To save the Square Foot Multiplier value as the site market value, press F11. See the next page for an example of the Commercial Market Document.



	*ASSESSMENT SYSTEM* Section 12 Page 22 Commercial Market Document

	11/27/93 COMMERCIAL MARKET DOCUMENT ALL INFORMATION IS THE PROPERTY OF TAVIE S. LATONA ============================================================================== 146001 162.17-1-3 4156 N BUFFALO ST HAYMAN JOHN L Nbhd- 17 APARTMENT ORCHARD PARK CNTRL Assessed- 332,000 Business Name- HY-VIEW TERRACE Altern. Addr- Land Calculation- Primary 17372 Sqft 92,188 Residual 1000 Sqft 1,180 Total Land Value 93,400 Improvement Calculation- 1 POOL, INGROUND CONCRETE 500 Sqft 1993 CONDITION AVE 33,640 RCN -8,410 DEPREC -8,410 OBSOL 18,923 RCNLD Market Use Calculation- Square Feet Units Garden Apartment 8760 SF 14 UN Base Price Per Sqft 40.00 Per Unit 25500 Bldg Size 1.00 1.00 Land Ratio 0.00 1.00 0.00 1.00 Sqft/Unit 626 1.00 626 1.00 Value w/Site Adj 350400 357000 Small Garage 1200 SF 5 UN Base Price Per Sqft 6.00 Per Unit 2500 Bldg Size 1.00 1.00 Land Ratio 0.00 1.00 0.00 1.00 Sqft/Unit 240 1.00 240 1.00 Value w/Site Adj 7200 12500 Site Adjustment - Garden Apartment ********** VALUES ********* Condition - Normal 1.00 Excess Land Value 1,200 Desirability - Good 1.00 Extra Improvement Value 18,900 Age - 1958 1.00 Sqft Market Value 357,600 Grade - Average 1.00 Unit Market Value 369,500 Overall Site Adjust - 1.00 ———————————————————------------------------------- Total Sqft Market Value 377,700 Total Unit Market Value 389,600 ** Sketch ........................................ . . .28 2/B . RG4 ........................................ .............. 90 . . . A03/ . . J02 . 50 LS3 . . ............ 24



	ASSESSMENT SYSTEM Section 12 Page 23 Residential Cost Document The ASSESSMENT SYSTEM produces a Residential Cost value which can be printed on 8.5" x 11" paper. From the residential site screen, press F10 to calculate and display the cost value. To save the displayed cost value, press F10. To print the Residential Cost Document, press F9. See the next page for an example of the Residential Cost Document.



	*ASSESSMENT SYSTEM* Section 12 Page 24 Residential Cost Document

	11/27/93 RESIDENTIAL / FARM / VACANT - COST DOCUMENT ALL INFORMATION IS THE PROPERTY OF TAVIE S. LATONA ============================================================================== 146001 173.09-2-25 181 MEADOWBROOK SMITH GRAHAM W Nbhd- 201 1 FAMILY RES ORCHARD PARK CNTRL Assessed- 216,600 Land Calculation- Primary 180.00 * 339.00 44,500 Total Land Value 44,500 Residence Calculation- Colonial Finished Area 263,072 2.0 Story Unfinished Area 0 Wood Exterior Wall Fireplace 6,815 3312 Sq Ft Extra Bath 7,392 1958 Year Built Extra Kitchen 0 Normal Condition Finished Rec Room 2,873 Good 1.00 Construction Pier/Slab/Crawl Adj 0 Replacement Cost 280,151 Depreciation -89,648 Funct Obsolescence 0 RCN - Depreciation 190,503 Improvement Calculation- 1 PORCH, OPEN 280 Sqft 1985 CONDITION Norm 4,010 RCN -1,203 DEPREC 0 OBSOL 2,807 RCNLD 1 GARAGE, 1 STORY ATTACHED 528 Sqft 1955 CONDITION Norm 15,828 RCN -9,497 DEPREC 0 OBSOL 6,331 RCNLD Final Site Land Value 44,500 Final Residence Value 190,500 Final Improvement Value 9,100 —————————————————---------------------- Final Site Cost Value 244,100 ** Sketch ................................................................. . . . .18 1/ . . ........................... 2/B . . 24 . 40 . . . . . RG1 22 . . . . . . . 36 . ................................................................ . . 8 RP2 . ...................................... .



	ASSESSMENT SYSTEM Section 12 Page 25 Residential Market Document The ASSESSMENT SYSTEM produces a Residential Market Value which can be viewed and or printed. From the residential site screen, press F11 to locate and display the parcel comparable sales. Enter the valuation date and press ENTER.

	If Comparable Sales have previously been selected, the user is prompted to either load the selected comparables or to have the program select NEW sales. Answer Yes- I DO to have the program select new sales, No- I Do Not to display the previously selected sales.



	ASSESSMENT SYSTEM Section 12 Page 26 Below is an example of the selected sales screen with the estimated market value to the left of the valuation date.


	The sale inventory may be displayed by hi-liting the desired sale and pressing ENTER.

	The sale may be deleted from the ResMrkt (Comparable Sale) file by pressing CONTROL DELETE.



	ASSESSMENT SYSTEM Section 12 Page 27 Press F3 to display the available pictures on the comparable sale. Press ENTER to display the picture, ESC to exit this screen.



	The user may hand select comparable sales. Press INS to ADD a comparable sale.



	ASSESSMENT SYSTEM Section 12 Page 28 A comparable sale browse windowis displayed. The sales listed are sorted by neighborhood and building style sequence. The sale inventory may be viewed by pressing the ENTER key on the hi-lited parcel. To add a new sale the user hi-lites the desired sale and press the INS key. When the comparable sale browse windowis closed, the new sales are appended to the original sale list.



	ASSESSMENT SYSTEM Section 12 Page 29 The market valuecalculated is the average of the first five (5) sales listed on thecomparable sale browse. To use the sale we added, one of the original sales must be deleted. Hi-lite a sale to delete and press the DEL (delete) key. Answer Yes- I Do at the prompt to delete the hi-lited sale. The market value will then be re-calculated.



	ASSESSMENT SYSTEM Section 12 Page 30 The selected sales and market value may be saved for future reference by pressing F10 and completing the prompt. The Market Document ( Sale Grid ) may be printed by pressing F9. An example of the document is on the next page.



	*ASSESSMENT SYSTEM* Section 12 Page 31 STANDARD RESIDENTIAL MARKET DOCUMENT

	02/20/96 ASSESSMENT SYSTEM by TSL co., Inc. RESIDENTIAL MARKET DOCUMENT ALL INFORMATION IS THE PROPERTY OF CITY OF BATAVIA DESCRIPTION S U B J E C T C O M P 1 C O M P 2 C O M P 3 C O M P 4 C O M P 5 ******************************************************************************************************************************** EAST GRID 60996 60944 60944 60946 60946 61008 NORTH GRID 109569 109573 109573 109587 109587 109634 PROPERTY CLASS 1 FAMILY RES 1 FAMILY RES 1 FAMILY RES 1 FAMILY RES 1 FAMILY RES 1 FAMILY RES NEIGHBORHOOD 200 200 200 200 200 200 LOCATION ADJ % 0 0 BUILDING STYLE RANCH RANCH RANCH RANCH RANCH RANCH YEAR BUILT 1948 1960 1960 1959 1959 1956 BASEMENT TYPE Crawl Full Full Full Full Full HEAT TYPE Hot Air Hot Air Hot Air Hot Air Hot Air Hot Air AIR CONDITION No AirCond No AirCond No AirCond No AirCond No AirCond No AirCond # OF KITCHENS 1 1 1 1 1 1 # OF BATHS 1.0 1.0 1.0 1.0 1.0 1.5 # OF BEDROOMS 3 3 3 3 3 3 # OF FIREPLACE 1 EXTERIOR WALL Aluminum/V Wood Wood Wood Wood Brick GRADE Average Average Average Average Average Good GRADE ADJUST 1.00 1.00 1.00 1.00 1.00 0.95 CONDITION Normal Normal Normal Normal Normal Normal STORY HEIGHT 1.0 1.0 1.0 1.0 1.0 1.0 1ST FLOOR AREA 1,524 1,355 1,355 1,374 1,374 1,614 2ND FLOOR AREA FINISHED ATTIC FIN 1/2 STORY FIN 3/4 STORY FIN BASEMENT SQ LIVING AREA 1,524 1,355 1,355 1,374 1,374 1,614 UNFINISHED AREA GARAGE AREA 300 300 300 900 OTHER IMP VALUE LOT SIZE 120.00150.00 70.00330.00 70.00330.00 70.00330.00 70.00330.00 100.00130.00 LAND VALUE 12,700 9,500 9,500 9,500 9,500 10,900 PRIOR ASSESSMENT 78,800 SALE DATE 10/14/95 10/13/95 01/15/93 01/31/91 08/13/93 SALE PRICE 95,000 90,000 83,500 81,000 98,000 TRENDED SALE 93,283 88,374 92,246 110,754 104,917 SUBJ ADJUSTEMNT 11,442 11,442 9,000 9,000 -1,770 ADJ SALE PRICE 104,725 99,816 101,246 119,754 103,147 MARKET VALUE 105,700 VALUATION DATE 01/01/95 S-B-L 84.008-1-14 84.008-1-4 84.008-1-6 84.008-1-2 84.008-1-10 71.020-1-65 PROP LOCATION 209-211 VINE S 252 ROSS ST. 258 ROSS ST. 260 ROSS ST. 210 ROSS ST. 233 VINE ST. OWNER NAME ANZALONE, JO MAJEWSKI SU LATONA TAV CANALE, MAR GRAY, WILLI VIGNERI, ALF



	*ASSESSMENT SYSTEM* Section 12 Page 31.1 GRID RESIDENTIAL MARKET DOCUMENT - page 1

	CITY OF BATAVIA SUMMARY RESIDENTIAL MARKET APPRAISAL REPORT 180200 84.067-1-14 MERKLE, JEFFREY T. & 110 HARVESTER AVE. ITEM \| SUBJECT \| COMPARABLE NO. 1 \| COMPARABLE NO. 2 \| COMPARABLE NO. 3 \| 84.067-1-14 \| 84.067-1-14 \| 84.059-2-20 \| 84.059-2-19 \| 110 HARVESTER AVE. \| 110 HARVESTER AVE. \| 8 SOUTH SPRUCE ST. \| 6 SOUTH SPRUCE ST. Sales Price \| $ 37,900 \| $ 37,900 \| $ 38,000 \| $ 47,500 Price/Gross Area \| $ \| $ 28.20 /SqFt. \| $ 13.28 /SqFt. \| $ 33.78 /SqFt. Date of Sale \| 11/30/92 \| 11/30/92 2,309 \| 07/28/93 1,534 \| 05/28/93 1,705 Location \| 600 \| 600 \| 600 \| 600 Site \| 35.0094.00 \| 35.0094.00 \| 40.00115.00 -800 \| 40.00115.00 -800 Building Style \| Old Style \| Old Style \| Old Style \| Old Style Design & Appeal \| Wood 2.0 Sty \| Wood 2.0 Sty 0 \| Compositio 2.0 Sty 0 \| Wood 2.0 Sty 0 Const / Grade \| Average 0.95 \| Average 0.95 \| Average 1.00 \| Average 1.00 Age \| 1884 \| 1884 \| 1890 \| 1884 Condition \| Normal \| Normal \| Fair 2,000 \| Good -2,000 Above Grade \| Bedrms Baths \| Bedrms Baths \| Bedrms Baths \| Bedrms Baths Room Count \| 3 1.0 \| 3 1.0 \| 3 1.0 \| 3 1.0 1st Floor Area \| 736 SqFt \| 736 SqFt \| 807 SqFt \| 858 SqFt 2nd Floor Area \| 480 SqFt \| 480 SqFt \| 548 SqFt \| 548 SqFt Finished Attic \| \| \| \| Fin 1/2 Story \| 256 SqFt \| 256 SqFt \| \| Fin 3/4 Story \| \| \| \| UnFinished Room \| \| \| \| Gross Living Ar \| 1344 SqFt \| 1344 SqFt \| 1355 SqFt -220 \| 1406 SqFt -1,240 Basement \| Full \| Full \| Partial \| Full Rooms Below Grd \| \| \| \| Heating/Cooling \| Hot Air \| Hot Air \| Hot Air \| Hot Air Energy Efficient \| \| \| \| Garage \| 216 \| 216 \| 224 -32 \| 600 -1,536 Fireplace(s) \| \| \| \| Porch,Patio,Deck \| \| \| \| Fence, Pool, etc \| \| \| \| \| \| \| \| \| \| \| \| Net Adjustments \| \| 2,309 \| 2,482 \| -3,871 \| \| Gross % Adjustment 6.09% \| Gross % Adjustment 12.07% \| Gross % Adjustment 15.33% \| \| Net % Adjustment 6.09% \| Net % Adjustment 6.53% \| Net % Adjustment -8.15% \| \| \| \| Adjusted Sale \| \| 40,209 \| 40,482 \| 43,629 * summary adjustment of all other improvements This is a test of the note system for grid document. Each line may have up to 125 characters. A maximum of 6 lines may be used. This note will print on each page of the Summary Market Appraisal document. A sample file (GRIDDOC.TSL) is available. Copy GRIDDOC.TSL to GRIDDOC.CFG for inclusion into the appraisal document. Tavie S. Latona



	ASSESSMENT SYSTEM Section 12 Page 31.2 GRID RESIDENTIAL MARKET DOCUMENT - page 2

	TSL co. I (WE) ESTIMATE THE MARKET VALUE, AS DEFINED, OF THE REAL PROPERTY THAT IS THE SUBJECT OF THIS REPORT, AS OF 01/01/96 (WHICH IS THE TAXABLE STATUS DATE AND THE EFFECTIVE DATE OF THIS REPORT) TO BE $43,000 . ASSESSMENT SYSTEM by TSL co., Inc. Phone- (716) 833-1057 Fax- (716) 831-9980 CITY OF BATAVIA SUMMARY RESIDENTIAL MARKET APPRAISAL REPORT 180200 84.067-1-14 MERKLE, JEFFREY T. & 110 HARVESTER AVE. ITEM \| SUBJECT \| COMPARABLE NO. 4 \| COMPARABLE NO. 5 \| COMPARABLE NO. 6 \| 84.067-1-14 \| 84.059-2-19 \| 84.059-2-27 \| \| 110 HARVESTER AVE. \| 6 SOUTH SPRUCE ST. \| 5 PRUNE ST. \| Sales Price \| $ 37,900 \| $ 47,250 \| $ 49,900 \| $ Price/Gross Area \| $ \| $ 33.61 /SqFt. \| $ 39.23 /SqFt. \| $ Date of Sale \| 11/30/92 \| 07/31/92 2,674 \| 11/16/93 860 \| Location \| 600 \| 600 \| 600 \| Site \| 35.0094.00 \| 40.00115.00 -800 \| 37.00112.00 -400 \| Building Style \| Old Style \| Old Style \| Old Style \| Design & Appeal \| Wood 2.0 Sty \| Wood 2.0 Sty 0 \| Compositio 2.0 Sty 0 \| Const / Grade \| Average 0.95 \| Average 1.00 \| Average 0.90 \| Age \| 1884 \| 1884 \| 1900 \| Condition \| Normal \| Normal \| Good -2,000 \| Above Grade \| Bedrms Baths \| Bedrms Baths \| Bedrms Baths \| Bedrms Baths Room Count \| 3 1.0 \| 3 1.0 \| 3 1.0 \| 1st Floor Area \| 736 SqFt \| 858 SqFt \| 908 SqFt \| 2nd Floor Area \| 480 SqFt \| 548 SqFt \| 564 SqFt \| Finished Attic \| \| \| \| Fin 1/2 Story \| 256 SqFt \| \| \| Fin 3/4 Story \| \| \| \| UnFinished Room \| \| \| \| Gross Living Ar \| 1344 SqFt \| 1406 SqFt -1,240 \| 1472 SqFt -2,560 \| Basement \| Full \| Full \| Full \| Rooms Below Grd \| \| \| \| Heating/Cooling \| Hot Air \| Hot Air \| Hot Air \| Energy Efficient \| \| \| \| Garage \| 216 \| 600 -1,536 \| 600 -1,536 \| Fireplace(s) \| \| \| \| Porch,Patio,Deck \| \| \| \| *Fence, Pool, etc \| \| \| \| \| \| \| \| \| \| \| \| Net Adjustments \| \| -902 \| -5,636 \| \| \| Gross % Adjustment 13.23% \| Gross % Adjustment 14.74% \| Gross % Adjustment \| \| Net % Adjustment -1.91% \| Net % Adjustment -11.29% \| Net % Adjustment \| \| \| \|



	ASSESSMENT SYSTEM Section 12 Page 31.3 GRID RESIDENTIAL MARKET DOCUMENT- page 3

	Adjusted Sale \| \| 46,348 \| 44,264 \| * summary adjustment of all other improvements This is a test of the note system for grid document. Each line may have up to 125 characters. A maximum of 6 lines may be used. This note will print on each page of the Summary Market Appraisal document. A sample file (GRIDDOC.TSL) is available. Copy GRIDDOC.TSL to GRIDDOC.CFG for inclusion into the appraisal document. Tavie S. Latona TSL co. I (WE) ESTIMATE THE MARKET VALUE, AS DEFINED, OF THE REAL PROPERTY THAT IS THE SUBJECT OF THIS REPORT, AS OF 01/01/96 (WHICH IS THE TAXABLE STATUS DATE AND THE EFFECTIVE DATE OF THIS REPORT) TO BE $43,000 . ASSESSMENT SYSTEM by TSL co., Inc. Phone- (716) 833-1057 Fax- (716) 831-9980 CITY OF BATAVIA SUMMARY RESIDENTIAL MARKET APPRAISAL REPORT 180200 84.067-1-14 MERKLE, JEFFREY T. & 110 HARVESTER AVE. This is a summary appraisal report prepared for use in the assessment function for the CITY OF BATAVIA, New York. The purpose of this appraisal is to estimate the market value of the real property in fee simple estate* that is the subject of this report, based on the conditions and certification, contingent and limiting conditions, and market value definition that are stated in the Real Property Tax Laws, Codes, Rules and Regulations of the State of New York. Highest and best use for the assessment function of properties has been ruled by the court to be the present use. This summary appraisal has a highest and best use, as its current use. The mean of the comparable properties is $43,000 . The Cost approach is $________________________. I (WE) ESTIMATE THE MARKET VALUE, AS DEFINED, OF THE REAL PROPERTY THAT IS THE SUBJECT OF THIS REPORT, AS OF THE VALUATION DATE OF ___________________ FOR THE TAXABLE STATUS DATE OF ______________________ TO BE $_______________________. * Fee simple estate: Absolute ownership unencumbered by any other interest or estate, subject only to the limitations imposed by the governmental powers of taxation, eminent domain, police power and escheat. ASSESSMENT SYSTEM by TSL co., Inc. Phone- (716) 833-1057 Fax- (716) 831-9980



	ASSESSMENT SYSTEM Section 12 Page 32 Audit Display From the main parcel screen, press CONTROL (CTRL) A. An audit trail browse showing the database:field, data from, and data to information is displayed. Transactions are displayed in descending date and time sequence.



	The date, time and user who made the change may be displayed by pressing the CONTROL (CTRL) RIGHT ARROW keys.



		ASSESSMENT SYSTEM CALCULATOR Section 13 Page 1 The ASSESSMENT SYSTEM provide a built in calculator. The calculator may be activated by pressing CONTROL (CTRL) F10. Type in the first number and press ENTER as with any other calculator. Next, enter the operand ( + - * / ) of what function to perform with the next number entered. Enter the second number and press ENTER. The result is then displayed in the top line (C).





		The result may be copied into the current open field by entering "E" in the operand field and pressing ENTER. This will close the calculator. To clear the current result field, type "C" in the operand field and press ENTER. To close the calculator without coping the result field, press ESCAPE (ESC).



	ASSESSMENT SYSTEM PARCEL SPLIT Section 14 Page 1 The ASSESSMENT SYSTEM provide an automated method to split a parcel. After locating the parent parcel, press CONTROL (CTRL) F8. Use ARROW KEYS to hi-lite SPLIT PARCEL and press ENTER.



	ASSESSMENT SYSTEM Section 14 Page 2 A data browse screen to hold the new parcel apportionment data appears. To add a new parcel to the list, press INSERT (INS). At the prompt enter the new SBL and press ENTER. Next enter the apportioned land and total value. The new SBL is checked against those in the split parcel list and with the current assessment file. If the SBL is not in either file, it is then added to the list. As each new SBL is added to the split list, the parent parcel values (shown at the top of the data browse) are reduced and the value left to apportion is displayed.



	ASSESSMENT SYSTEM Section 14 Page 3 After all new SBL's are listed AND the parent parcel value has been apportioned, press F10 and answer YES to the prompt to process the split. Finally, enter the Split/Merge Number.



	ASSESSMENT SYSTEM Section 14 Page 4 The Message- Processing Parcel Split appears on the screen. The new assessment records are added, exemption, special district and inventory records are copied to each of the new parcels. Taxable values are recalculated and totals updated. The parent parcel is inactivated. ** NOTE- Enter owner's name changes through the sale screen to complete the split.



	ASSESSMENT SYSTEM Section 14 Page 5



	ASSESSMENT SYSTEM PARCEL MERGE Section 15 Page 1 The ASSESSMENT SYSTEM provide an automated method to merge a parcel. After locating the parent parcel, press CONTROL (CTRL) F8. Use ARROW KEYS to hi-lite merge Parcel and press ENTER.



	ASSESSMENT SYSTEM Section 15 Page 2 A data browse screen to hold the parcels to be merged appears. To add a new parcel to the list, press INSERT (INS). At the prompt enter an SBL to be merged and press ENTER. The entered SBL is checked against those in the merge parcel list and with the current assessment file. To be added to the list, the SBL must be active in the assessment file and cannot be in the merge list already. DO NOT ADD the original parent parcel to the list !!


	When parcel list is complete press F10 and complete the prompt to begin parcel merge.



	ASSESSMENT SYSTEM Section 15 Page 3 Next enter the new SBL and the Split/Merge number to process merge. All exemptions, special districts and parcel inventory will be moved to the new SBL. These should be reviewed for accuracy and consistency.



	ASSESSMENT SYSTEM Section 15 Page 4 The parent parcel and all parcels in the merge list are deleted and AAR adjusted with equalization decreases. All associated records ARE MOVED to the new merged SBL. The new parcel will have land and total value equal to the sum of all merged parent parcels and have an equalization increase.



	ASSESSMENT SYSTEM PARCEL KEY CHANGE Section 16 Page 1 The ASSESSMENT SYSTEM provide an automated method to key change a parcel. After locating the parcel, press CONTROL (CTRL) F8. Use ARROW KEYS to hi-lite KEY CHANGE and press ENTER.


	Enter the new SBL and the Split/Merge number to process Key Change. All associated records from the old SBL will be moved to the new SBL.



	ASSESSMENT SYSTEM Section 16 Page 2 The parent parcel is deleted and AAR adjusted with an equalization decrease. All associated records ARE MOVED to the new SBL which has an equalization increase.



	ASSESSMENT SYSTEM Section 16 Page 3



	ASSESSMENT SYSTEM PARCEL ADD Section 17 Page 1 The ASSESSMENT SYSTEM provide two (2) methods to ADD a parcel. 1) From Main Menu, use ARROW KEYS to hi-lite ADD PARCEL and press ENTER. or 2) From any parcel, press CONTROL (CTRL) F8. Use ARROW KEYS to hi-lite PARCEL ADD and press ENTER.



	ASSESSMENT SYSTEM Section 17 Page 2 Next, select the Municipality to add the parcel into.



	Then, enter the S-B-L at the prompt.



	ASSESSMENT SYSTEM Section 17 Page 3 To process the parcel add, hi-lite the YES- I DO prompt and press ENTER, or to abort press ESCAPE (ESC).



	Complete the required data entry screen.



	ASSESSMENT SYSTEM Section 17 Page 4 The parcel has now been added. However, only the most basic data has been entered. Care should be taken to complete the description, exemptions, special districts and DMT data.



	ASSESSMENT SYSTEM ASSESSMENT CHANGE NOTICE Section 18 Page 1 To produce Change of Assessment Notices, hi-lite CHANGE under the REPORTS menu option and press ENTER.



	Respond Yes to the process notice prompt.



	ASSESSMENT SYSTEM Section 18 Page 2 Next complete the optional information lines of the Change Notice. See the sample notice later in this section for the layout of the optional informational lines.



	Tag any roll section you wish to EXCLUDE from printing. To tag a specific roll section, hi-lite the desired line and press the SPACE BAR. To un-tag a roll section, hi-lite the line and press the SPACE BAR again.



	ASSESSMENT SYSTEM Section 18 Page 3 Next choose the type of notice to print. In the year of a reevaluations, select SECTION 511, or else choose SECTION 510. To select an option hi-lite the line and press ENTER.


	Now select which notices to print. Hi-lite the desired line and press ENTER.



	ASSESSMENT SYSTEM Section 18 Page 4 Next, select the sequence that the notices will print in by hi-liting the sequence and then pressing ENTER.



	You may print ALL notices that have a change or only those that have changed since the last batch was printed. Again, hi-lite the option and press ENTER.



	ASSESSMENT SYSTEM Section 18 Page 5 Lastly, enter the number of blank forms to print with the Change Notices. The Change notice file will be produced. As the file is processed, the bar graph will display the progress.



	ASSESSMENT SYSTEM Section 18 Page 6 Upon completion, the PRINT NOW prompt is displayed on the screen. If the option to print the notices at a later date is chosen, refer to the PRINT MANAGEMENT section of this manual for further information. A sample notice is shown on the following page.



	ASSESSMENT SYSTEM Section 18 Page 7 NOTICE OF CHANGE OF ASSESSMENT CITY OF BATAVIA TO ANTINORE, CINDY 22 COLUMBIA AVENUE PARCEL ID BATAVIA, NEW YORK 14020 180200 84.043-1-12.2 VINE ST. YOU ARE HEREBY NOTIFIED IN ACCORDANCE WITH THE REQUIREMENTS OF SECTION 510 OF THE REAL PROPERTY TAX LAW THAT THE ASSESSED VALUATION OF THE REAL PROPERTY IDENTIFIED ABOVE,UNDER YOUR OWNERSHIP, HAS BEEN ADJUSTED AS SHOWN: PRIOR ASSESSED VALUE 0 CURRENT YEAR TENTATIVE ASSESSMENT 4,000 NET CHANGE 4,000 DUE TO PARCEL SPLIT A PUBLICATION IS AVAILABLE AT THE ASSESSOR'S OFFICE WHICH EXPLAINS HOW TO FILE A COMPLAINT ON YOUR ASSESSMENT. GRIEVANCE DAY IS JULY 5,1995 IF YOU HAVE ANY QUESTIONS CONCERNING THE ABOVE CHANGE, YOU MAY TELEPHONE THE ASSESSORS OFFICE AT (716) 833-1057 ADDITIONAL COMMENT LINE #1 ADDITIONAL COMMENT LINE #2 ADDITIONAL COMMENT LINE #3 ADDITIONAL COMMENT LINE #4 ADDITIONAL COMMENT LINE #5 ADDITIONAL COMMENT LINE #6 ADDITIONAL COMMENT LINE #7 TAVIE S. LATONA ASSESSOR



	ASSESSMENT SYSTEM SALE TRANSMITTAL Section 19 Page 1 Timely transmittal of sales to the NYSDEA is one of the Assessor's mandatory functions. The ASSESSMENT SYSTEM provides for this function through the SALE option under the main menu item REPORTS.



	The file RPS035P1.PRN is the sale report produced. If transmitting sales, RPS035T1. is the sale extract file, RPS035T2. is the report extract file and corrected sales will print in the file RPS035P4.PRN . All sale reports are designed to print on wide paper. If your printer is NOT a wide carriage printer, place your printer into condensed (17 cpi) mode. Select Yes- I Do prompt to process sale report.



	ASSESSMENT SYSTEM Section 19 Page 2 Select the type of sales to report on. To transmit sales to NYSDEA, select option 8. Use the ARROW KEYS to move the browse menu bar to option 8 and then press ENTER. As each option is selected, that option will appear on the left side 1/3 up from the bottom of the screen (see bottom screen display this page).


	Next, select the sequence to print report the sales in.



	ASSESSMENT SYSTEM Section 19 Page 3 Sales are first extracted based on the type of sales selected. In this example, Transmitted (T), Accumulated (A) and Incomplete (I) sales were selected. The selection criteria is displayed on the left side 1/3 up from the bottom of the screen.


	After sales are extracted, they are sorted into the desired sequence as the report is processed.



	ASSESSMENT SYSTEM Section 19 Page 4 If the option to transmit sales to the NYSDEA is chosen, The two (2) transmital files are created and thenPKARC is used to compress them into the file BKUPSALE.ARC . To copy the file BLUPSALE.ARC to floppy disk, hi-lite YES-I DO and press ENTER. To abort the copy process, press ESC or hi-lite NO- I DO NOT and press ENTER.


	Next enter the floppy drive letter where the floppy disk is located in.



	ASSESSMENT SYSTEM Section 19 Page 5 Answer the prompt to Format Floppy Disk. Hi-lite YES- I DO and press ENTER to format the floppy disk. Press ESC or hi-lite NO- I DO NOT and press ENTER to by pass the floppy disk format.



	After the transmittal files have been copied to diskette, the transmitted sales are posted as TRANSMITTED. Field A0495 on the SALE.DBF file is set to "T".



	ASSESSMENT SYSTEM Section 19 Page 6 After the report has been processed, it may be printed now by hi-liting YES- I DO and pressing ENTER. Below is a sample sale report.



	STATE OF NEW YORK R E A L P R O P E R T Y S Y S T E M REPORT NO. RPS035P1 PG 1 COUNTY OF GENESEE SALES TRANSMITTAL REPORT CURRENT DATE - 01/18/95 PARCEL-ID SEQUENCE RPS035/V03/L002 SWIS - 180200 CONTROL DEED ASSESSED NUMBER PAGE PARCEL SEQ CURRENT OWNER FRONT DEPTH SALE DATE R/S SCHOOL H/C LAND AV REC DATE PAGE IDENTIFICATION NO PRIOR OWNER ACRES SALE PRICE VAL PR CLS NPCL TOTAL S/S YR 8442365 586 84.009-4-2 01 CROMPTON, NELLIE A. 40.00 220.00 09/28/90 1 180200 7,000 09/28/90 230 CROMPTON, NELLIE A. 1 0 210 1 45,600 T 90 9753219 629 84.009-4-4.1 01 D'ANGELO, JOAN B. 45.00 160.00 08/09/93 1 180200 6,900 08/10/93 236 BERNARD, WILLIAM L. 2,500 0 210 1 72,100 T 91 8933310 610 84.009-4-6 01 LANDERS, VERA E. - 80.00 160.00 04/28/92 1 180200 6,300 04/22/92 208 BERNARD, WILLIAM L. 1 0 210 1 53,100 T 91 8933302 614 84.009-4-14.2 01 SPRAGUE, DAVID W. & 25.00 205.00 07/28/92 1 180200 12,200 07/28/92 116 BARTZ, ROBERT J. 108,000 1 210 1 85,100 T 91 9754532 636 84.046-1-6 01 DU BOY, MARY L. 75.00 120.00 01/28/94 1 180200 8,100 01/28/94 275 SCHWAB, THELMA I. 64,900 1 210 1 59,900 A 93 9191071 613 84.008-2-60 01 BRUSH, THEODORE V. 90.00 145.00 07/01/92 1 180200 18,700 07/02/92 152 IRRERA, JOSEPH N. 169,900 1 210 1 135,800 T 91 9308528 603 84.012-2-72 02 CRUPI, ANTHONY F. & 58.70 147.52 11/15/91 1 180200 21,400 11/15/91 278 SMITH, ERIC J. 180,000 1 210 1 171,500 T 91 7861863 585 84.012-2-72 01 SMITH, ERIC J. 58.70 147.52 09/13/90 1 180200 21,400 09/13/90 332 SMITH, ERIC J. 50,000 0 210 1 171,500 T 90 9754999 629 84.012-2-74 01 ECKER, J. BRADLEY 90.00 145.00 08/12/93 1 180200 18,000 08/13/93 277 DUNMIRE, EDWIN E. 175,000 1 210 1 155,900 T 92 8788056 609 84.031-3-6 01 RAFFERTY, MARY ANN 68.00 118.00 04/02/92 1 180200 8,700 04/02/92 207 PELLEGRINO, JOHN 60,000 1 210 1 59,900 T 91 8927740 635 84.031-3-7 01 MACHEDA, RAYMOND W. 108.00 133.00 12/27/93 1 180200 10,300 12/28/93 267 MACHEDA, VINCENT 1 0 220 168,600 T 93 9308834 613 84.032-1-38 01 GARIGEN, LINSLEY F. 45.00 100.00 07/15/92 1 180200 6,400 07/15/92 315 GARIGEN, DOROTHY M. 1 0 210 1 62,900 T 91 1230220 640 84.011-1-1 03 TONAWANDA VALLEY FF 170.00 171.00 04/29/94 1 180200 64,000 04/29/94 380 TONAWANDA VALLEY FF 1 0 454 1



	ASSESSMENT SYSTEM DOWN LOAD FILES Section 20 Page 1 The ASSESSMENT SYSTEM produces a Version 3 RPS995T1. and RPS060I. files. These files may be sent the County or NYS as a means of tax bill production. Either option CAN BE RUN WITH USERS ON THE SYSTEM ! Downloaded files are created in the DNLOAD sub-directory.* From the main menu option UTILITY, use the ARROW KEYS to go to DOWN LOAD. Press ENTER for a list of Down Load option.


	To produce RPS library cards- RPS060I1 files hi-lite RPS060I1 and press ENTER.



	ASSESSMENT SYSTEM Section 20 Page 2 Answer YES- I DO to the prompt to process the library file creation.



	After the library file RPS060I1. is created in the DNLOAD sub-directory, PKARC is used to compress the file into BKUPLIB.ARC and the user is prompted to copy that file to floppy diskette. Hi-lite YES- I DO and press ENTER to copy to floppy diskette. Press ESC or hi-lite NO- I DO NOT and press ENTER to bypass the copy to diskette.



		ASSESSMENT SYSTEM Section 20 Page 3 If copying to diskette, enter the floppy driveletter at the prompt and press ENTER.


	At the prompt, hi-lite YES- I DO and press ENTER to format diskette. Press ESC or hi-lite NO- I DO NOT and press ENTER to bypass format.



	ASSESSMENT SYSTEM Section 20 Page 4 To produce a RPS995T1. (Flat) file hi-lite the RPS995T1. option and press ENTER. The RPS995T1. file will contain assessment, sale, exemption, special district and inventory records in the version 3 format.



	Answer YES- I DO at the prompt to start the down load creating a RPS995T1. file.



	ASSESSMENT SYSTEM Section 20 Page 5 Next, tag municipalities to download. Hi-lite the appropriate municipality and press the space bar or enter key. A check mark denotes the selection of that municipality. Press the space bar or enter key again to de-select the hi-lited municipality. After all municipalities have been tagged, press ESC to continue process. Tagging the PKARC option will compress the RPS995T1. file for backup to floppy disk.

	Choose which set of files to download by hi-liting the appropriate option and pressing ENTER. Choose 1- Assessment Only for the Assessment, Exemption, and Special District file only. Choose 2- Sale only for the sale and inventory records only. Option 3- All Files downloads ALL file.



	ASSESSMENT SYSTEM Section 20 Page 6 The first step in the down load is to sort the sales file. As the sale file is sorted, the bar graph on the bottom of the screen displays the progress as a per cent completed.


	After sorting the sales file, the sale file and all associated records are down loaded. The time started is noted on the left side of the screen. The per cent completed and the start time should give an indication of an approximate completeion time.



	ASSESSMENT SYSTEM Section 20 Page 7 Upon completion of the down loading of the sale file, the subject file and associated data is down loaded. This completes the creation of the RPS995T1. file.


	If the PKARC option is chosen, the file RPS995T1 is compressed to the file BKUPDATA.ARC by the shareware utility PKarc. The user is then prompted to copy the file BKUPDATA.ARC to floppy disk. If the file BKUPDATA.ARC is larger than the diskette capacity, the Dos Backup command is used, else a simple file copy command is used.



	ASSESSMENT SYSTEM Section 20 Page 8 To copy the file BKUPDATA.ARC to floppy disk, hi-lite YES- I DO and press ENTER. Else press ESC or hi-lite NO- I DO NOT and press ENTER.



	If copying the BKUPDATA.ARC file to diskette, the user is prompted to enter a floppy drive letter to copy to. Enter the drive letter and press ENTER.



	ASSESSMENT SYSTEM Section 20 Page 9 At the prompt, hi-lite YES- I DO and press ENTER to format diskette. Press ESC or hi-lite NO- I DO NOT and press ENTER to bypass format.


	Finally, the file BKUPDATA.ARC will be copied to diskette. If the BKUPDATA.ARC file is too large to fit on a single floppy diskette, the DOS backup or MSBACKUP command will archive the file onto multiple diskettes with the user prompted for multiple disk changes.



	ASSESSMENT SYSTEM TAX MAP Section 21 Page 1 The ASSESSMENT SYSTEM can display Tax Map images that are in a PCX format. Each tax map image is tagged to a range of SBL's. The tax map image will be displayed if the parcel SBL is less than or equal to the SBL tagged to this image and greater than the SBL tagged to the next tax map image. The tax map images may be stored in a directory other than the directory that stores the valuation data. If this is the case, then the dos variable TAXMAP must be set pointing to the image directory. For example, if the images are located in the directory- \VALUE\TAXMAP then use the following syntax to set TAXMAP : set TAXMAP=C:\VALUE\TAXMAP\ If this variable is to set in the login script on a Novell network, use the following syntax: dos set TAXMAP=F:\\VALUE\\TAXMAP\\ NOTE- the double \ MUST BE USED ! To maintain the database that stores the information tagging the image and the SBL, under UTILITY on the main menu use the ARROW KEYS to position the hi-lite bar to MAP and press ENTER.



	ASSESSMENT SYSTEM Section 21 Page 2 A browse window opens, displaying the library name (PCX image name), number (for use with a PCX library) and the first SBL (assessment filekey- swis SBL). Function key options are displayed at the bottom of the browse window.



	To edit an existing record, press F2. An edit window opens. Enter the updated information and press ENTER. Upon completion of the edit the browse window data is updated.



	ASSESSMENT SYSTEM Section 21 Page 3 To add a new tax map image, press INSERT (INS). Then complete the YES- I DO prompt. A data entry window opens exactly like the edit option window. Enter the data and press ENTER. The new map record has now been added.



	To delete a tax map record, use the ARROW KEYS to hi-lite the appropriate and press ENTER. Answer YES- I DO to delete the record. Press ESCAPE (ESC) to abort the delete.



	ASSESSMENT SYSTEM Section 21 Page 4 After matching the starting tax map number with the tax map PCX file, the map may now be displayed. A tax map may be displayed by the following two (2) procedures. 1) From the main parcel, press F7 (Tax Map) -or- 2) From the cross reference screen, press F7 (Tax Map) The tax map is displayed, with the original parcel's data shown at the top of the screen. The following keys will manuver the screen view arround the tax map picture : Down Arrow - move map view down ward Up Arrow - move map view up ward Right Arrow - move map view to the right Left Arrow - move map view to the left + key - zooms into map from the center of the map view - key - pans away from may from the center of the map view F9 - prints screen image to either an HP LaserJet 2/3/4, Color PostScript, GrayScale PostScript, HP PaintJet (180 dpi), HP DeskJet 500c / 1200c / PaintJet XL300, HP DeskJet 550c, or HP LaserJet 3/4 Compressed ESC - returns to parcel screen



	ASSESSMENT SYSTEM MODIFY STRUCTURE Section 22 Page 1 This option will modify and update the file structure of ALL databases. This option should only be run when directed by TSL Inc. and ONLY by the system administrator. All users must be logged out of the ASSESSMENT SYSTEM before processing this option ! Failure to do so may compromise the integrity of all databases ! TSL Inc. will NOT be responsible for failure to follow directions ! At the verification YES/NO box, hi-lite YES- I DO and press ENTER to process structure modification. Press ESC or Hi-lite NO- I DO NOT and press ENTER to abort the structure modification.



	ASSESSMENT SYSTEM Section 22 Page 2 For each database, the current structure is compared to the program structure. If the structures do not match, then that database file structure is modified to equal the new program structure. If a character is shortened, the data is truncated to fit the new field length. If a character is lengthened, the data is padded with spaces to fit the new field length. As each file is analyzed, the message Analyzing FileName is displayed. That file is then either Bypassed (no modifications necessary) or Updated. If Update, a bar graph appears displaying progress of the file modification. The message Update Complete ! will appear when the process is over.



	ASSESSMENT SYSTEM Section 22 Page 3 After all database structures have been updated, all files are reindexed. A bar graph showing the reindex progress of each file is displayed at the bottom of the screen. Upon completion of the reindex, the database files are opened in shared mode and all other users may log in.



	ASSESSMENT SYSTEM REINDEX Section 23 Page 1 Indexes are files that allow data to be searched in a particular sequence without changing the natural order of the database. If an index is corrupted or not in sync with the database, the index must be rebuilt. Use this option to rebuild a particular index or all indexes.



	For each database, a verification YES/NO box appears. Hi-lite YES- I DO and press ENTER to reindex that file. Press ESC or Hi-lite NO- I DO NOT and press ENTER to bypass the file reindex. When reindexing a file a bar graph displays the progress of that file reindex. The status of all file reindex is posted on the screen. A file reindex is either completed, bypassed or in progress. Refer to the FILE LAYOUT section for index names and keys.



	ASSESSMENT SYSTEM TOTALS Section 24 Page 1 The ASSESSMENT SYSTEM provides for a variety of on-line totals. These totals are updated as assessment changes are processed. After hi-liting the TOTAL option under the UTILITY menu, press ENTER.



	Use the ARROW KEYS to hi-lite the desired totals to display and then press ENTER. To exit press ESCAPE (ESC).



	ASSESSMENT SYSTEM Section 24 Page 2 ROLL SECTION TOTALS The ASSESSMENT SYSTEM maintains the following municipal total data for each SWIS code and each roll section. Assessed land value, assessed total value, parcel count, county taxable value, local taxable value (homestead/non-homestead if applicable) and village taxable value if applicable.

	However, only five (5) columns may be displayed at once. To display the other column, press the CONTROL (CTRL) and LEFT ARROW keys together. The first three (3) columns are locked and the remaining columns are shifted left one (1) column. Press the CONTROL (CTRL) and LEFT ARROW keys together again and the screen will look as below.



	ASSESSMENT SYSTEM Section 24 Page 3 ROLL SECTION TOTALS Press the CONTROL (CTRL) and LEFT ARROW keys together a third time and the screen will look as below. CONTROL (CTRL) and RIGHT ARROW keys together will shift columns to the right. ESCAPE will exit this total display.



	ASSESSMENT SYSTEM Section 24 Page 4 SCHOOL DISTRICT TOTALS The ASSESSMENT SYSTEM maintains school district totals by SWIS CODE within SCHOOL DISTRICT CODE. Each school district total record contains the following data : land assessed value, total assessed value, parcel count, and school taxable value Press CONTROL (CTRL) and LEFT ARROW keys together to shift columns to the left. CONTROL (CTRL) and RIGHT ARROW keys together will shift columns to the right. ESCAPE (ESC) will exit total display.



	ASSESSMENT SYSTEM Section 24 Page 5 PROPERTY CLASS TOTALS The ASSESSMENT SYSTEM maintains property class totals by SWIS CODE within PROPERTY CLASS CODE. Each property class total record contains the following data : parcel count, total assessed value, local taxable value, county taxable value, and school taxable value Press CONTROL (CTRL) and LEFT ARROW keys together to shift columns to the left. CONTROL (CTRL) and RIGHT ARROW keys together will shift columns to the right. ESCAPE (ESC) will exit total display.



	ASSESSMENT SYSTEM Section 24 Page 6 EXEMPTION TOTALS The ASSESSMENT SYSTEM maintains exemption totals by SWIS CODE within EXEMPTION CODE. Each exemption total record contains the following data : parcel count, local total assessed value, county total assessed, and school district assessed value. Press CONTROL (CTRL) and LEFT ARROW keys together to shift columns to the left. CONTROL (CTRL) and RIGHT ARROW keys together will shift columns to the right. ESCAPE (ESC) will exit total display.



	ASSESSMENT SYSTEM Section 24 Page 7 SPECIAL DISTRICT TOTALS The ASSESSMENT SYSTEM maintains special district totals by SWIS CODE within SPECIAL DISTRICT CODE. Each special district total record contains the following data : parcel count, primary units, secondary units, total assessed value, taxable value- capital, taxable value maintenance Press CONTROL (CTRL) and LEFT ARROW keys together to shift columns to the left. CONTROL (CTRL) and RIGHT ARROW keys together will shift columns to the right. ESCAPE (ESC) will exit total display.



	ASSESSMENT SYSTEM SECURITY Section 25 Page 1 The ASSESSMENT SYSTEM provides security (the ability to control who make changes to what) by swis code and function for each USER-ID/PASSWORD. These functions are divided into the following fourteen (14) categories : 1) Mailing Address- Fields A0145, A0150, A0155, A0160, A0165, A0170 2) Bank Code / Mortgage Number- Fields A0190, A0230 3) School Relevy / Village Relevy- Fields A0370, A0525 4) Property Description 5) Assessed Value / AAR / Split/Merge 6) Exemption 7) Special District 8) Residential DMT 9) Commercial DMT 10) Income and Expense 11) Valuation Model 12) Sale Entry / Ownership Changes 13) Library 14) Audit If the USER-ID / PASSWORD combination is NOT in the security database (SysData), then the user is restricted to INQUIRY ONLY status. The security database is encrypted and only the valuation programs can decrypt the data. The program that controls this is SECURITY.EXE . To start this program, type SECURITY and press ENTER at the prompt. The main menu of the SECURITY program is displayed below.



	ASSESSMENT SYSTEM Section 25 Page 2 The initial time the program is run, the file path parameters should be set up. This will save time when adding user-id's at a later date. Use the ARROW KEYS to hi-lite UTILITY to drop a sub-menu. Now hi-lite paths with the ARROW KEYS and press ENTER.


	After the window opens, enter the full path to find the ASSESSMENT SYSTEM files. Include the trailing back slash as in the example below. The example below shows the valuation files to be located in the VALUE directory.



	ASSESSMENT SYSTEM Section 25 Page 3 To ADD / DELETE a USER-ID, use ARROW KEYS to hi-lite BUILD and press ENTER. The ADD/DELETE sub-menu drops down. Press ENTER to ADD or DELETE a USER-ID.



	Next, enter the path for the ASSESSMENT SYSTEM data. If the file paths were set up, then the path should already be displayed. After entering the file path, press ENTER.



	ASSESSMENT SYSTEM Section 25 Page 4 A data browse containing all USER-ID / PASSWORD combination is displayed. At the bottom of the browse, the function keys are listed.



	To ADD another USER-ID, press the INSERT (INS) key and at the verification prompt hi-lite YES- I DO and press ENTER. ESCAPE (ESC) or hi-lite NO- I DO NOT and ENTER will abort the USER-ID add process.



	ASSESSMENT SYSTEM Section 25 Page 5 The data entry window displayed is the same as that which opens when EDITING a security record. Hi-lite the field to make a change to and press F2. For the fields USER ID, PASSWORD, and SWIS enter the updated data and press ENTER to save the change.


	For the balance of the fields, press F2 and a YES/NO pick list appears. Hi-lite the appropriate line and press ENTER. The default is NO UPDATE ABILITY. Only changes to the default need to be made !



	ASSESSMENT SYSTEM Section 25 Page 6 As each update ability is granted, the message Yes- Update File is displayed.



	Upon completion, press ESCAPE or PAGE DOWN. The data entry window is closed and the USER-ID browse is refreshed with the new data.



	ASSESSMENT SYSTEM Section 25 Page 7 To delete a USER-ID, hi-lite the user and press F7. Three * are shown under the column DEL making that user as deleted. To reactivate that user, press F7 again and the * are removed indicating the record is active again.



	To exit or quit the SECURITY program, use ARROW KEYS to hi-lite QUIT. Press ENTER to drop a window with the YES option. To quit, press ENTER.



	ASSESSMENT SYSTEM LIBRARY Section 26 Page 1 The library is divided into four (4) sections. Municipality, School, Exemption and Special District. Each section contains information specific to that entity. Use the ARROW KEYS to hi-lite UTILITY on the main ASSESSMENT SYSTEM menu and press ENTER. Then hi-lite the LIBRARY option and press ENTER.



	To choose an option, use the ARROW KEYS to hi-lite choice and press ENTER.



	ASSESSMENT SYSTEM Section 26 Page 2 MUNICIPALITY LIBRARY After pressing ENTER on the Municipality option, a data browse window appears listing the towns/cities, villages on file. Use the ARROW KEYS to hi-lite the desired municipality and press F2 to update its data. INSERT (INS) key will allow the addition of a municipal record and DELETE (DEL) will delete the current hi-lited municipal record.



	*ASSESSMENT SYSTEM* Section 26 Page 3 MUNICIPALITY LIBRARY Complete the data entry screen below. NOTE : Town Desc is town name that contains the current village record. Non Vlg is entered if the current village is an ASSESSING unit or not. Split Code is a unique code on all parts of a village divided by town lines. SBL Define** determines how the print key is formatted and filekey is calculated. First six (6) define each sub - field of the SBL as (N)umeric or (A)lpha/numeric. The characters ' . - / ' show the punctuation between sub-fields in the print key. The other letters determine the suppression rules. X- Suppress 1 leading zero Y- Suppress 2 leading zeroes Z- Suppress ALL leading zeroes P- Suppress 1 trailing zero Q- Suppress 2 trailing zeroes R- Suppress ALL trailing zeroes J- Suppress 1 leading space K- Suppress 2 leading spaces L- Suppress ALL leading spaces B- Suppress ALL trailing spaces C- Suppress 1 trailing space D- Suppress 2 trailing spaces BLANK- No Suppression ESCAPE (ESC) exits this screen. Enter the MAXIMUM income to be eligible for an AGED EXEMPTION for each of the percent fields on the lower right section of the screen. If a specific exemption percent is not granted, leave the field value at 0. Enter the LEVEL of Assessment as a decimal. In the example below, 0.9876 represents 98.76%.



		ASSESSMENT SYSTEM Section 26 Page 4 SCHOOL LIBRARY After pressing ENTER on the School District option, a data browse window appears listing the school districts on file. Use the ARROW KEYS to hi-lite the desired school district and press F2 to update its data. INSERT (INS) key will allow the addition of a school district record and DELETE (DEL) will delete the current hi-lited school district record.

		Enter the data requested. A six (6) digit school code, the name of the district, homestead designation if applicable and the consolidation school code. Enter the MAXIMUM income to be eligible for an AGED EXEMPTION for each of the percent fields on the lower right section of the screen. If a specific exemption percent is not granted, leave the field value at 0. ESCAPE (ESC) exits this screen.



	ASSESSMENT SYSTEM Section 26 Page 5 EXEMPTION LIBRARY After pressing ENTER on the Exemption option, a data browse window appears listing the exemptions on file. Use the ARROW KEYS to hi-lite the desired exemption and press F2 to update its data. INSERT (INS) key will allow the addition of an exemption record and DELETE (DEL) will delete the current hi-lited exemption record.


	Complete the data entry screen. Enter the exemption code, the description, a fixed exemption amount or fixed exemption per cent if applicable. Next determine the type of exemption and what type of data checking applies. Is the exemption applicable to section 490 of the RPTL or applicable to an Ad Valorem or Special Assessment special district ? Finally, is the exemption applicable to section 305/306 of the RPTL and is a term year necessary. Pressing ESCAPE (ESC) exits this screen.



	ASSESSMENT SYSTEM Section 26 Page 5.1 EXEMPTION LIBRARY EXAMPLE Below, is an example ofhow the STAR EXEMPTION should be entered into the library.



	ASSESSMENT SYSTEM Section 26 Page 6 SPECIAL DISTRICT LIBRARY After pressing ENTER on the SPCL DIST option, a data browse window appears listing the special districts on file. Use the ARROW KEYS to hi-lite the desired special district and press F2 to update its data. INSERT (INS) key will allow the addition of an special district record and DELETE (DEL) will delete the current hi-lited special district record.


	Complete the data entry screen. Enter the special district code, the description, if homestead option is applicable. Next determine if this district is in roll section 9, if the special district is applicable to section 490 of the RPTL and the type of special district. Finally, is this applicable to section 305/306 of the RPTL. The remaining fields determine how the district is extended for tax purposes. ESCAPE (ESC) exits this screen.



	ASSESSMENT SYSTEM RESIDENTIAL COMPARABLE SELECTION Section 27 Page 1 POINTS Residential comparable sales are selected by the aggregate number of points for each data difference between subject property and sale property. The points per item may be user adjusted. To set the point selection criteria, use the ARROW KEYS to hi-lite VALUE on the main ASSESSMENT SYSTEM menu and press ENTER. Then hi-lite POINTS on the sub-menu and press ENTER again.



	The ASSESSMENT SYSTEM uses the following items as the selection criteria : Building Construction Grade Number of Months Between Sale Date and Valuation Date Distance Between Subject and Sale Properties Based on Grid Coordinates Difference in Street Name Between Subject and Sale Properties Difference in Building Story Height Between Subject and Sale Properties Difference in Year Built Between Subject and Sale Properties Difference in Living Area Between Subject and Sale Properties Difference in Number of Kitchens Between Subject and Sale Properties Difference in Number of Bed Rooms Between Subject and Sale Properties Difference in Basement Type Between Subject and Sale Properties Difference in Number of Sites Between Subject and Sale Properties Property Class Difference Between Subject and Sale Properties



	ASSESSMENT SYSTEM Section 27 Page 2 POINTS Points are either (F)ixed or (V)ariable amounts. A Fixed point is one that the number of points awarded is the same regardless of the size difference between subject and sale property. In other words, if there is a difference then the fixed point quantity is awarded. A Variable point is multiplied by the relative difference between the subject and sale data values. If the subject square foot living area is 1000 and the sale square foot living area is 1200, then the relative difference is 200. The relative difference (200) is multiplied by the number of points and this result is the quantity awarded. The five (5) sales with the least number of points awarded are then assigned to the subject property as being the most comparable.


	Upon completion, the point selection criteria may be printed.



	ASSESSMENT SYSTEM Section 27 Page 3 BUILDING STYLE The ASSESSMENT SYSTEM selects residential comparable sales with identical building styles. However, other building styles may be substituted. This program builds a table of other building styles that may be substituted if necessary. Use the ARROW KEYS to hi-lite MODIFY under the menu VALUE on the main menu screen. Press ENTER to display a sub-menu of additional options. Hi-lite BLD STY to build a table of building styles to substitute in the event of a small sale file.


	A data browse appears. The first column contains the building style that does not have enough sales of that type of building style. Up to five (5) other building styles may be used to supplement the first building style sales. Enter the substitute building styles in the order of best match in column Sub Styl 1 to worst match in column SubStyl 5.



	ASSESSMENT SYSTEM Section 27 Page 4 BUILDING STYLE Press INSERT (INS) and respond YES to the YES/NO verification prompt to add another record.


	A data entry opens. Complete the master building style and up to five (5) substitute building styles. Press ESCAPE (ESC) to bypass any unwanted substitute building styles.



	ASSESSMENT SYSTEM Section 27 Page 5 BUILDING STYLE Hi-lite the desired line, press DELETE (DEL) and respond YES to the YES/NO verification prompt to delete the current record. Hi-lite the desired record and press F2 to modify the data.



	ASSESSMENT SYSTEM Section 27 Page 6 NEIGHBORHOOD The ASSESSMENT SYSTEM selects residential comparable sales from identical neighborhoods. However, other neighborhoods may be substituted. This program builds a table of other neighborhoods that may be substituted if necessary. Use the ARROW KEYS to hi-lite MODIFY under the menu VALUE on the main menu screen. Press ENTER to display a sub-menu of additional options. Hi-lite NBHD to build a table of neighborhoods to substitute in the event of a small sale file.


	A data browse appears. The first column contains the neighborhood that does not have enough sales of that type of neighborhood. Up to five (5) other neighborhood may be used to supplement the first neighborhood sales. Enter the substitute neighborhood in the order of best match in column Sub 1 to worst match in column Sub 5.



	ASSESSMENT SYSTEM Section 27 Page 7 NEIGHBORHOOD Press INSERT (INS) and respond YES to the YES/NO verification prompt to add another record.



	A data entry opens. Complete the master neighborhood and up to five (5) substitute neighborhoods. Press ESCAPE (ESC) to bypass any unwanted substitute neighborhoods.



	ASSESSMENT SYSTEM Section 27 Page 8 NEIGHBORHOOD Hi-lite the desired line, press DELETE (DEL) and respond YES to the YES/NO verification prompt to delete the current record. Hi-lite the desired record and press F2 to modify the data on the current record.



	ASSESSMENT SYSTEM REPORT GENERATOR Section 28 Page 1 The ASSESSMENT SYSTEM provides a custom report writer. The report writer is named BANDIT. Use the ARROW KEYS to hi-lite REPORTS on the main menu and press ENTER. Then use the ARROW KEYS to hi-lite REPORT and press ENTER to start BANDIT.



	Below is the main report writer screen.



	ASSESSMENT SYSTEM Section 28 Page 2 LOAD REPORT Custom reports may be created or saved to a report file and then loaded. To LOAD a saved report file use the ARROW KEYS to hi-lite LOAD and press ENTER.


	The name of the report file may be entered at the prompt, or press F2 for a browse list of report file names. The report extension is .RH2 . The default directory for the reports may be specified by setting the DOS variable BANDIT. The syntax is as follows : set BANDIT=<Report Path>;<DataBase Path>;<Index Path>;<Swap Path>;<Font Path> ie. set BANDIT=c:\value\reports;c:\value;c:\value;c:\value;c:\value\tfm Hi-lite the desired report and press ENTER.



	ASSESSMENT SYSTEM Section 28 Page 3 CREATE REPORT To CREATE a report file, use the ARROW KEYS to hi-lite CREATE and press ENTER. A browse list of databases appears and the master database MUST be selected. The master database will contain the main data to report on. For example, this manual will review the creation of a MAM45 like report that lists residential DMT from the valuation file and assessment data sorted by property location (Asmnt) and grouped by neighborhood (ResMrkt). For a complete field list and index key, see the FILE LAYOUT section of this manual. Hi-lite RESMRKT.DBF and press ENTER to select.


	The ALIAS SHOULD ALWAYS default to the database name. Press ENTER at the prompt.



	ASSESSMENT SYSTEM Section 28 Page 4 CREATE REPORT The main report screen is shown below. To activate the command menu, press " / ".


	The first step will be to add the appropriate header and body line. Use the ARROW KEYS to hi-lite LINE and press ENTER. Note : as the menu bar hi-lites each option, the sub-menu options are listed below. In the example below, the option LINE has sub-options to Create, Insert, Delete, Move, Replicate, Justify, Print, Trim, Slide, Format.



	ASSESSMENT SYSTEM Section 28 Page 5 REPORT LINES Report line may be one of the following : Title- Only on the first report page Header- Appears at the top of each report page Body- Lines of data for each parcel reported on Footer- Appears at the bottom of each report page, used for page totals Summary- Only on the last report page, used for report ending totals


	Create a number of Header lines by hi-liting Header and pressing ENTER. Then press ENTER (default) at the prompt to print at the top of each page. Otherwise this header line will NOT print at the top of each page. Then hi-lite Body and press ENTER three (3) time to add Body lines. The report screen is shown on the next page.



	ASSESSMENT SYSTEM Section 28 Page 6 CALCULATED FIELDS Calculated field are used to relate databases and used to report calculation results. In this example a calculated field is created to relate the ResMrkt and Asmnt databases. From the command menu, hi-lite Field and press ENTER.



	Next, hi-lite Calculate and press ENTER.



	ASSESSMENT SYSTEM Section 28 Page 7 CALCULATED FIELDS Hi-lite Create and press ENTER. To modify the design of an existing variable, hi-lite Edit and press ENTER. Then select the appropriate field from the list and press ENTER. To delete a calculated field (variable), hi-lite Delete and press ENTER. Then select the appropriate field from the list and press ENTER to process the deletion.


	At the prompt, enter the name of the calculated field (variable) and press ENTER.



	ASSESSMENT SYSTEM Section 28 Page 8 CALCULATED FIELDS Next, enter the expression for the calculated field. In this example, the calculated field CALCKEY will be defined as the first 26 positions of the RESMRKT filekey. At the Enter expression prompt, type in subStr( then press F10 for a list of possibilities. Hi-lite Field Name and press ENTER for a list of database fields.


	Hi-lite RESMRKT->FILEKEY and press ENTER to select the field. Note : the field size, data type and length is displayed below the phrase "Enter expression".



	ASSESSMENT SYSTEM Section 28 Page 9 CALCULATED FIELDS The selected field appears on the prompt line. Complete the expression and press ENTER to create the calculated field.


	The calculated field is now positioned on the screen where the cursor was.



	ASSESSMENT SYSTEM Section 28 Page 10 CALCULATED FIELDS Since this field is not wanted printed on the report, we will remove it. At the command line go to the Field option and press ENTER. Then hi-lite Remove and press ENTER. Note : a description of the hi-lited option appears below the option line.



	ASSESSMENT SYSTEM Section 28 Page 11 RELATING FILES Database files may be related based on a common key. That key is the expression used to index the related file on. In our example, the Asmnt database will be related to the ResMrkt database by the calculated field "CalcKey" because the Asmnt database index used will be SWISSBL. The index SwisSbl is used to locate Asmnt parcels by Swis+SBL. The table below lists some of the MASTER file - Calculated Field - Related File - Index combinations. Master file Calculated Field Related File Index CommBldg subStr(CommBldg->fileKey,1,26) Asmnt SwisSbl Commrcl subStr(Commrcl->fileKey,1,26) Asmnt SwisSbl CommUse subStr(CommUse->fileKey,1,26) Asmnt SwisSbl Exmpt Exmpt->fileKey Asmnt SwisSbl Imprmnt subStr(Imprmnt->fileKey,1,26) Asmnt SwisSbl Land subStr(Land->fileKey,1,26) Asmnt SwisSbl Picture subStr(Picture->fileKey,1,26) Asmnt SwisSbl Resident subStr(Resident->fileKey,1,26) Asmnt SwisSbl ResMrkt subStr(ResMrkt->fileKey,1,26) Asmnt SwisSbl Special Special->fileKey Asmnt SwisSbl Sale subStr(Sale->fileKey,1,26) Asmnt SwisSbl Sketch subStr(Sketch->fileKey,1,26) Asmnt SwisSbl TaxMap TaxMap->fileKey Asmnt SwisSbl Asmnt Asmnt->fileKey Sale SaleKey CommBldg subStr(CommBldg->fileKey,1,28) Sale SaleKey Commrcl subStr(Commrcl->fileKey,1,28) Sale SaleKey CommUse subStr(CommUse->fileKey,1,28) Sale SaleKey Exmpt Exmpt->fileKey Sale SaleKey Imprmnt subStr(Imprmnt->fileKey,1,28) Sale SaleKey Land subStr(Land->fileKey,1,28) Sale SaleKey Picture subStr(Picture->fileKey,1,28) Sale SaleKey Resident subStr(Resident->fileKey,1,28) Sale SaleKey ResMrkt subStr(ResMrkt->fileKey,1,28) Sale SaleKey Special Special->fileKey Sale SaleKey Sketch subStr(Sketch->fileKey,1,28) Sale SaleKey TaxMap TaxMap->fileKey Sale SaleKey Asmnt Asmnt->swis+sblKey+seqNo Commrcl CommKey CommBldg subStr(CommBldg->fileKey,1,28) Commrcl CommKey CommUse subStr(CommUse->fileKey,1,28) Commrcl CommKey Imprmnt subStr(Imprmnt->fileKey,1,28) Commrcl CommKey Land subStr(Land->fileKey,1,28) Commrcl CommKey Picture subStr(Picture->fileKey,1,28) Commrcl CommKey Sale Sale->fileKey+seqNo Commrcl CommKey Sketch subStr(Sketch->fileKey,1,28) Commrcl CommKey



	ASSESSMENT SYSTEM Section 28 Page 12 RELATING FILES Master file Calculated Field Related File Index Asmnt Asmnt->swis+sblKey+seqNo Resident ResKey Imprmnt subStr(Imprmnt->fileKey,1,30) Resident ResKey Land subStr(Land->fileKey,1,30) Resident ResKey Picture subStr(Picture->fileKey,1,30) Resident ResKey ResMrkt ResMrkt->fileKey Resident ResKey Sale Sale->fileKey+seqNo Resident ResKey Sketch subStr(Sketch->fileKey,1,30) Resident ResKey CommBldg CommBldg->fileKey+"C" Land LandKey Commrcl Commrcl->fileKey+"C" Land LandKey CommUse CommUse->fileKey+"C" Land LandKey Imprmnt Imprmnt->fileKey Land LandKey Picture Picture->fileKey Land LandKey Resident Resident->fileKey+"R" Land LandKey ResMrkt ResMrkt->fileKey+"R" Land LandKey Special Special->fileKey Land LandKey Sale Sale->fileKey+seqNo Land LandKey Sketch Sketch->fileKey Land LandKey TaxMap TaxMap->fileKey Land LandKey CommBldg CommBldg->fileKey+"C" Imprmnt ImpKey Commrcl Commrcl->fileKey+"C" Imprmnt ImpKey CommUse CommUse->fileKey+"C" Imprmnt ImpKey Land Land->fileKey Imprmnt ImpKey Picture Picture->fileKey Imprmnt ImpKey Resident Resident->fileKey+"R" Imprmnt ImpKey ResMrkt ResMrkt->fileKey+"R" Imprmnt ImpKey Special Special->fileKey Imprmnt ImpKey Sale Sale->fileKey+seqNo Imprmnt ImpKey Sketch Sketch->fileKey Imprmnt ImpKey TaxMap TaxMap->fileKey Imprmnt ImpKey Asmnt Asmnt->A0120 PropClas ClassCde Commrcl Commrcl->C2000 PropClas ClassCde PrcTotl PrcTotl->Code PropClas ClassCde Resident Resident->R1000 PropClas ClassCde ResMrkt ResMrkt->R1000 PropClas ClassCde Sale Sale->A0120 PropClas ClassCde Commrcl Commrcl->C2010 UseLib UsdAsKey CommUse CommUse->U7010 UseLib UsdAsKey



	ASSESSMENT SYSTEM Section 28 Page 13 RELATING FILES Master file Calculated Field Related File Index Exmpt Exmpt->E605A ExmLib ExmCde ExmTotl ExmTotl->Code ExmLib ExmCde SpclTotl SpclTotl->Code SpclLib SpcCde Special Special->D640A SpclLib SpcCde Asmnt Asmnt->Swis MuniName MuniSws MuniTotl MuniTotl->Code MuniName MuniSws Sale Sale->Swis MuniName MuniSws To relate the master file to another file, hi-lite the Database option on the command menu and press ENTER.



	ASSESSMENT SYSTEM Section 28 Page 14 RELATING FILES Under the Database option, hi-lite Relation and press ENTER twice (2). Once to display any existing relationships (blank relationship if none exist) and twice to edit the relationship.


	Next, select the field to relate to. Either a database field or a calculated field. In this example we use the Calculated Field "CalcKey". Hi-lite Calculated Field and press ENTER for a list of calculated field.



	ASSESSMENT SYSTEM Section 28 Page 15 RELATING FILES Hi-lite "CalcKey" and press ENTER.



	Now select the related file from the list of databases. For this example we want Asmnt.



	ASSESSMENT SYSTEM Section 28 Page 16 RELATING FILES Always choose the default ALIAS as the name of the related database, press ENTER.


	Almost all reports will need an exact match between the On Field from the master database and the related file (To) database. Hi-lite match type and press ENTER.



	ASSESSMENT SYSTEM Section 28 Page 17 RELATING FILES Select the index of the related database from the list. For this example, SWISSBL.NTX is selected.


	Always choose the default TAG as the name of the related index, press ENTER.



	ASSESSMENT SYSTEM Section 28 Page 18 RELATING FILES The report must know how to handle the relation if their is NO corresponding match. The default Blank or Skip can be used in most all instances. Never use TERMINATE as the report will end upon the first no match instance. Hi-lite Blank and press ENTER.


	Finally, the report must know how many characters to match on. This example is set up as a FULL match.



	ASSESSMENT SYSTEM Section 28 Page 19 RELATING FILES The completed relationship is displayed. Press ESCAPE (ESC) to exit the Relationship option. Press ESCAPE (ESC) to return to the main report screen.



	ASSESSMENT SYSTEM Section 28 Page 20 ADDING FIELDS TO REPORT Position the Bar at the desired Body line. Use the ARROW KEYS to position the cursor where the field is to be displayed. Press F7 for a list of fields. Use the ARROW KEYS to pan the list of fields or hi-lite and press ENTER Database Fields- list of defined databases Calculated Fields- list of defined calculated fields Total Fields- list of defined total fields Test Fields- list of defined text fields



	ASSESSMENT SYSTEM Section 28 Page 21 ADDING FIELDS TO REPORT For this example, Fields from the Asmnt database will be selected.


	Hi-lite the desired field and press ENTER. The field is then inserted into the report. The field may be moved to another location. Hi-lite the field and press ENTER. The field changes color. Use the ARROW KEYS to move the field to the new position on the report and press ENTER again to lock the field position. The field will change back to its original color. Continue until all desired fields are placed on report.



	ASSESSMENT SYSTEM Section 28 Page 22 HEADING LINES Position the bar at the desired heading line and the cursor at the first character position. Type the desired report heading.


	Repeat procedure until all headings have been entered.



	ASSESSMENT SYSTEM Section 28 Page 23 HEADING LINES Each heading line may be automatically justified by the program. From the command menu, hi-lite Line and press ENTER. Next select Justify and press ENTER. You are now prompted to hi-lite the line to justify. Use ARROW KEYS to change the color of the heading lines to justify. In the example, the first four (4) heading lines are hi-lited and will be justified. Press ENTER when all lines have been hi-lited.


	Select which justification option to use. This example will use the Center option. Center is hi-lited and now press ENTER to center the heading lines.



	ASSESSMENT SYSTEM Section 28 Page 24 SORT-GROUP The ASSESSMENT SYSTEM can sort the report on ANY combination of database or calculated fields. In addition, the report can be grouped on ANY combination of database or calculated fields. From the command menu, hi-lite Sort-Group and press ENTER.


	To SORT the report, hi-lite Sort and press ENTER.



	ASSESSMENT SYSTEM Section 28 Page 25 SORT-GROUP Pressing ENTER at the Sort option starts the edit process of the sort option. First select a field from the field list or select one of the following field groups. Database Fields- list of defined databases Calculated Fields- list of defined calculated fields Total Fields- list of defined total fields In the example, the Database Field group was selected and a list of selected databases are listed. The Asmnt database is hi-lited.

	From the Asmnt database, the street name (A0035) field is selected. The sort order either as Ascending or Descending is picked with the description defaulting to the field name. To select an additional sort, press the DOWN ARROW to hi-lite another sort definition line. Repeat the procedure outlined above to select from the Asmnt database, the street number (A0045) field. These two (2) sorts will allow the report to print in property location sequence. Press ESCAPE (ESC) to return to the Sort-Group menu.



	ASSESSMENT SYSTEM Section 28 Page 26 SORT-GROUP Pressing ENTER at the Group option starts the edit process of the group option. First select the field to group the data together. The example report has the data printed for each neighborhood in property location sequence. Hence, ResMrkt field R1020 was selected to group on. Complete the remaining prompts. Page Reset- set page counter to one (1) at each neighborhood Header Swap- change heading information at each neighborhood Footer Swap- change footer information at each neighborhood Header Repeat- Reprint the header data if neighborhood changes in a page Allow Breaks- Page break at every neighborhood change Description- description of field to group on Press ESCAPE (ESC) to exit the editing of the group define line. To add another group definition line, press the DOWN ARROW and complete the group definition following the procedures above. Press ESCAPE (ESC) again to exit the Sort-Group procedure and return to the command menu.



	ASSESSMENT SYSTEM Section 28 Page 27 SAVE REPORT To save the report definition file, hi-lite Reports on the command menu and press ENTER. To save the current report, hi-lite Save and press ENTER.


	If the report has been saved previously then the file name appears in a window. Otherwise, enter the name of the report (full name including the drive and directory) to be saved.



	ASSESSMENT SYSTEM Section 28 Page 28 SAVE REPORT If the file name entered already exists, you are prompted to replace the existing file with the current report definition. Hi-lite Yes and press ENTER to process the file replacement. No will abort the process. Note : Periodically save your work !!!



	ASSESSMENT SYSTEM Section 28 Page 29 PRINT REPORT From the command menu, hi-lite Print and press ENTER.


	Below is the main Print screen.



	ASSESSMENT SYSTEM Section 28 Page 30 PRINT REPORT The default destination for all reports is to the screen. The default printer is a Laser. To change EITHER DEFAULT, font support MUST BE DISABLED !!! Hi-lite Font and press ENTER. Use ARROW KEYS to hi-lite Disable font support and press ENTER.



	Font support is DISABLED WHEN THE Enable message appears !!



	ASSESSMENT SYSTEM Section 28 Page 31 PRINT REPORT To change output destination, hi-lite Destination and press ENTER. Choose either to send the report output to the Printer or a File. If File is choosen, enter a file name at the prompt. Note : It is suggested to use the report name with an extension of .PRN for all print files.


	Next select the printer definition file to use. For print files, ASCII is recomended, otherwise choose the name of your printer.



	ASSESSMENT SYSTEM Section 28 Page 32 PRINT REPORT The report destination setting can be verified on the right side of the screen along with the printer name. To process the report hi-lite GO and press ENTER.


	The report may be reprocessed by answering YES to the prompt to resort report. NO uses the data set from the last time the report was run. Note : It is recommended to always resort the report.



	ASSESSMENT SYSTEM Section 28 Page 33 PRINT REPORT The report progress can be seen by the number of records read and the number of records selected. A selected record is one that meets the criteria set up with the Query option.

	After the records have been selected, they are formated into a report. The number of records output and corresponding number of pages printed are displayed at the right corner bottom of the screen. Note : This will not be displayed if the report is displayed on the screen !



	ASSESSMENT SYSTEM Section 28 Page 34 PRINT REPORT An example of a report displayed to the screen is shown below. The report file may be reviewed one (1) line at a time by pressing Line option. A full screen of data may be displayed by pressing the Screen option. Non-Stop will process the report in a continuous mode. Restart starts the display from the begining. UpLine move the report backwards one (1) line while UpScreen moves report backwards a complete screen.

	To view the other side of the report, hi-lite PAN and press ENTER. Then use the ARROW KEYS to move report to view the other side.



	ASSESSMENT SYSTEM Section 28 Page 35 PRINT REPORT Below is the right side of the example report. Press ESCAPE (ESC) to exit the Pan mode. To exit the report screen, hi-lite Quit and press ENTER.



	ASSESSMENT SYSTEM Section 28 Page 36 EXIT REPORT From the command menu, hi-lite Exit and press ENTER. The prompt to quit is displayed. Hi-lite Yes and press ENTER to quit the report writer. Hi-lite No and press ENTER to continue working with the report writer. REMEMBER TO SAVE YOUR REPORTS !!!



	*ASSESSMENT SYSTEM* Section 28 Page 37

	Reporting Basics Databases and Relations Before you can create a report, you must first decide where the data used in the report will come from. All reports contain at least one 'master' or controlling database. This file will be used to control how records will be retrieved during report creation. When the information used in your report is in more than one file, you must create a 'relation' between the files. Relations allow you to look at data from multiple files as if it were in a single 'composite' record. Relations are set from one file into another based on a common value known as a 'key' or 'link-field'. The file the relation is set from is called the 'parent' database, and the file the relation is set into is called the 'child' database. For example, assuming you have two databases; one of Customers, and another of all their Orders. Each customer can be identified by a unique number stored in the field CUST_NO. The Orders database also has a field CUST_NO which indicates the customer a particular order belongs to. If you wanted to see each order for each company, you would set a relation from Company into Orders based on the key field CUST_NO. Given the following database structures; \| The composite record would Customers Orders \| have the fields: CUST_NO => CUST_NO \| CUST_NO NAME ORDER_NO \| NAME ADDRESS ORDER_DATE \| ADDRESS CITY \| CITY STATE \| STATE ZIP \| ZIP \| ORDER_NO \| ORDER_DATE There are four types of relations: Scanning - Finds all matching records in the child. Exact - Finds first matching record in the child. Approximate - Finds first approximate matching record in the child. Record Number - Go to a specific record number in the child. Body Lines in a report are generated for each possible composite record. If the relation used above were a Scanning relation, each Order of each Customer would create a separate composite record. For example, if Customer #1234 had placed 3 Orders, then 3 composite records would be created. If the relation were Exact then only 1 composite record would be created since only the first matching record in the child is used, regardless of the actual number of matching records it contains. Sorting and Grouping



	*ASSESSMENT SYSTEM* Section 28 Page 38

	Sorting refers to the order in which a report will be placed before creating output. A report can be sorted on any field, including calculated fields, total fields, or fields from related files. For example, a report sorted on CUST_NO and then by ORDER_NO might produce output like: Customer Order 000001 777777 000001 888888 000001 999999 000002 444444 000003 111111 000003 222222 000003 333333 Output is first sorted by CUST_NO, and then within each customer by the order number. Grouping refers to the places in a report where totals are accumulated and group header and group footer lines produced. Group levels are field based, meaning a group is based on the value of a specific field. For example, if you wanted one set of subtotals for each Customer and another set of subtotals for each Order, you would create two group levels; one on Customer number and a second on Order number. Although sorts and groups are independent of each other it is common for them to be set up in the same order. For example, if you are sorting a report by CUST_NO and ORDER_NO it is likely you will want subtotals broken out in the same order. It is also possible to set up group levels without having sorts defined. If you have an available index on the master database which is already in the order you want, you can dramatically speed up report processing by using this index instead of having the system sort the report for you. During report creation a check is made to see if any changes have occurred in group level fields. If there has been a change, then a break occurred. When more than one group is defined in a report multiple breaks will occur at the same time. For example, if your report is grouped on CUST_NO and ORDER_NO, then by definition when a break occurs in CUST_NO, a break must also occur in ORDER_NO. All breaks are inclusive of the levels below them. When breaks occur, subtotal fields are updated and group footer lines for the levels generated. The subtotals are then reset and group header lines generated. This means if a break occurred at ORDER_NO, subtotals based on ORDER_NO would be updated and any group footer lines for this level would be generated. These subtotals would then be reset to 0 so they accumulate properly for the next group. Any group header lines for this level are then generated. Report Lines



	*ASSESSMENT SYSTEM* Section 28 Page 39

	Report Lines are used to control how report information will be output. There are 7 types of lines: Title - Appear only once during report generation, at the start of report output. Page Header - Generated once at the start of the report and at every page break thereafter. Header - Generated for each group level when a new group is encountered. Body - Generated once for each composite record. Footer - Generated for each group level after group information has been processed. Page Footer - Generated at the bottom of every page. Summary - Appear only once during report generation, at the end of report output. The following is a sample report that contains lines of varying types: Title Weekly Sales Header Pageú:úúPageN Dateú:Today Header ================================================================ Custom Customer - NAME 2Order ³ 2Order Orderú#:ORDER_NO Date:ORDERDATEú ³ 2Order Item Units Price Amount ³ Body ITEM_N-ITEM_NAME QTY PRICE Cost 2Order OrderúTotal: OrderSub 1Compan CompanyúTotal: CompSub1 Summary GrandúTotal: GrandTot Footer Footer Page:PageN The first line is a Title Line which will appear on the first page only. The next two lines are Page Headers and will appear at the top of every page. Following these is a Group Header for group level 1. It will appear at the start of each Customer. The next three lines are Group Header for group level 2. These will appear at the start of each Order. The next line is a Body Line and will appear once for each composite record (in this case, each Item of each Order of each Customer). The following line is a Group Footer for group level 2. It will appear at the end of each Order. The next is a Group Footer for group level 2. It will appear at the end of each Customer. Following the Group Footers is a Summary Line which will appear only once, at the very end of the report. The last two lines are Page Footers and will appear at the bottom of every page. Calculated and Total Fields



	*ASSESSMENT SYSTEM* Section 28 Page 40

	Calculated fields are the result some expression which is evaluated as the report is created. This expression is defined when you first create the field and can contain references to any other field used in the report including totals and other calculated fields. Calculated fields may be used anywhere in a report exactly as if they were real fields in a real database. For example, if you wanted to create a calculated field that multiplied the number of items ordered by price of the item, you might create a calculated field named 'COST' using the expression: Items->QTY * Stock->PRICE If you then wanted to give everyone who ordered a 10% discount you might create another calculated field named 'DISCOUNT' using the expression: _VIRTUAL_->COST - (_VIRTUAL_->COST * .10) When accessing calculated fields from within an expression they must always be prefixed with the alias specifier '_VIRTUAL_'. Total fields are the result of the accumulation of some field as the report is created. There are three basic types of totals: Group - Total values within a group. The total is reset whenever a new group level is encountered. Page - Total values within a page. The total is reset whenever a page break occurs. Grand - Total values throughout the entire report. Grand totals are never reset. Total fields may be based on any field used in the report, including other total fields. If you wish to sort on a total field you must define it as PREPROCESSED. Queries You can use Queries to filter the information your report will contain. Only those composite records matching the query criteria will be processed during report generation. For example, if you wanted a report which only contained orders past a certain date, you would use a query to tell the system to ignore all records whose order date was before the one you want. Creating Your First Report



	*ASSESSMENT SYSTEM* Section 28 Page 41

	Creating a New Report Select the 'Create' option from the menu and you will be presented with a list of available databases. Select the file 'COMPANY.DBF'. This will be used as the 'master' or controlling database for the report. After selecting the master file, you will be prompted to enter the alias to use when accessing fields from the database. Press <ENTER> to accept the default alias of 'COMPANY'. This will place you in an empty report with a single body line. Adding Fields Now let's place some fields in the report. Press <F7> to get a picklist of available fields and select 'COMPANY_NO'. This will drop the field at the current cursor position. Press the right arrow key twice, then <F7> again, and select the field 'NAME'. You should now have two fields on the report with a single empty space between them. Body COMPAN NAME To run the report and see what the output looks like, select 'Print' from the main menu and then the 'Run' sub-option. 000001 Ratty Software Corp. 000003 OK Gifts Inc. 000004 MOMAs Pizza 000002 Clipper Life Rafts Inc. 000005 Smokin' Joes Baseballs 000006 Solid Waste Management When you have finished viewing the output, select 'Quit'. Adding Page Headers Now let's pretty the report up a little. First, we're going to add a few lines that will print at the top of each page. To create a new line select 'Line' from the main menu and then the 'Create' sub-option. When prompted to choose the type of line to create select 'Header'. Since no group levels are defined the only option available will be 'at the top of each new page'. Press <ENTER> to select it, and then press <ESC> twice to exit the menu system. This will leave you on the newly created Header line. Now press <ALT-A> twice to add two more Header lines. <ALT-A> is a keyboard shortcut for adding lines of the same type as the current one. Adding a Date and Time We are now going to create two new fields; one for the current date and another for the current time. These are known as 'calculated' fields since their values are obtained from an expression while the report is running instead of from a database file. Select the 'Field' option from the main menu, and then the 'Calculate' sub-option. Since we want to define a new field, select 'Create'. You will then be prompted to enter a name for the field. Type "Today" and press <ENTER>. When prompted for an expression type "date()" and press <ENTER>.



	*ASSESSMENT SYSTEM* Section 28 Page 42

	The field will appear in the report at the current cursor position and the 'Create' menu option will be highlighted. Press <ENTER> again since we have one more field to define. This time for the field name enter "Now", and for the expression enter "time()". When you have completed creating the field it will also be placed in the report, directly on top of the field 'Today'. Now press <ESC> twice to exit the menus and get back into the painter. Moving a Field Since we have overlapping fields let's move 'Now' down a line. To do this press <ENTER> on the field, the down arrow key, and <ENTER> again. Whenever the cursor is on a field, pressing <ENTER> will begin/end the moving of that field. Entering Text To enter text into a report, move the cursor where you want the text to appear and begin typing. When you have finished press <ENTER> to accept your entry, or <ESC> to cancel. Pressing <ENTER> will create a new 'text' field. Text fields are just like any other field except they have static values (ie. they do not change during report generation) and they cannot be accessed from within expressions. You may move, format or resize them exactly as you would any other field. To edit a text field, move onto the field and press <F2>. Let's add some text to our page headers so we know what this report is when we print it. Move to the middle of the first Page Header line and type "Company Listing" and press <ENTER>. Sorting the Report Let's see what this report would look like if we sorted it on 'COMP_NO'. Select 'Sort-Group' from the main menu and then 'Sort' from the sub-menu. A picklist of available fields will appear. Select the field 'COMP_NO' and press <ENTER>. When prompted to specify the sort order press <ENTER> to accept 'Ascending'. Now press <ESC> twice to get back to the main menu. Let's run the report again. This time you will be prompted if you want to resort the report. Select 'Yes'. 12/31/93 Company Listing 23:59:59 000001 Ratty Software Corp. 000002 Clipper Life Rafts Inc. 000003 OK Gifts Inc. 000004 MOMAs Pizza 000005 Smokin' Joes Baseballs 000006 Solid Waste Management When you have finished viewing the output, select 'Quit'. Saving the Report



	*ASSESSMENT SYSTEM* Section 28 Page 43

	To save your work, select the 'Report' option from the main menu, and then the 'Save' sub-option. Enter the name to save this report under and press <ENTER>. System Menus Field Menu Calculate - Calculated fields are the result some expression which is evaluated as the report is created. These fields may be used exactly as if they were real fields in a real database. When accessing a calculated field from within an expression it must always be prefixed with the alias '_VIRTUAL_'. For example, if you created a calculated field named 'Cost' and wanted to access it from within another expression, you would enter it as '_VIRTUAL_->COST'. When selecting this field from picklists it will also appear as '_VIRTUAL_->COST'. Create - Allows you to define a new calculated field. When prompted, enter the name you wish to use for this field. This name must be unique (ie. not already used), may be no longer than 10 characters, and may not contain any characters other than letters, numbers and the underscore character. Once the name has been entered you will be prompted to enter the expression which defines the value this field will return. For example, if you wanted to multiply the values of two database fields you might enter "ITEMS->QTY * STOCK->PRICE". Edit - Allows you to edit an existing calculated field. Delete - Allows you to remove a calculated field from the report. If any other fields are dependant on the one being deleted, you will be prompted to continue before removing all such fields. Total - Total fields are the result of the accumulation of some field as the report is created. Whenever the field break level (group) is encountered, the value being accumulated is reset. This field can be accessed as if it were an actual field in a database and may be used in all expressions other than relations and queries. For example, if you had a report which was grouped on State and Region, and wanted a subtotal that accumulated a value for each Region, you would create a total field of group level 2 (Region). Like calculated fields, you must always prefix total fields with the alias '_VIRTUAL' when accessing them from within other expressions. Create - Allows you to define a new total field. When prompted, enter the name you wish to use for this field. This name must be unique (ie. not already used), may be no longer than 10 characters, and may not contain any



	*ASSESSMENT SYSTEM* Section 28 Page 44

	characters other than letters, numbers and the underscore character. Once the name has been entered you will be prompted to select the type of total being created. Valid field total types are; SUM will total the value of a numeric field. COUNT will count the number of non-blank entries for a field. AVERAGE will average the values of a numeric field. LOWEST will maintain the lowest field value encountered. HIGHEST will maintain the highest field value encountered. DEVIATION will compute the standard deviation a field. VARIANCE will compute the variance of a field. Once the total type has been selected you will be prompted to select the field you want to total. After selecting the field to total you will be shown a list of currently defined break (group) levels. These levels represent the point during report generation that the value of this total field will be reset. In addition to group levels, two other options will appear in this list allowing you to reset the total at each page break, or to never reset it (grand total). Edit - Allows you to edit an existing total field. Delete - Allows you to remove a total field from the report. If any other fields are dependant on the one being deleted, you will be prompted to continue before removing all such fields. Process- Allows you to specify when the total field should accumulate. A RUNNING total field will be accumulated as report output is created. A PREPROCESSED total field will be accumulated first, then report output will be created. This lets you perform operations like sorting on totals, or doing percentages of totals. Width - Allows you to resize the currently selected (highlighted) field. Fields must be at least 1 character wide. If the cursor is not on a field, no action is taken. Format - Allows you to specify the format to apply to the currently selected field. Formats are used to change the appearance of a fields value. For example, a numeric field formatted with 'Fixed()' might appear as '12345.67' and another formatted as 'Currency()' might appear as '$12,345.67'. If the cursor is not on a field, no action will be taken. Justify - Allows you to specify the type of justification to apply to the currently selected field. All values of this field will be justified within the width of the field. Valid justification types are: LEFT - Left justify field value. RIGHT - Right justify field value. CENTER - Center field value. FULL - Justify field value end-to-end. DEFAULT - No justification is performed.



	*ASSESSMENT SYSTEM* Section 28 Page 45

	Justification is the last operation performed on a field. When justifying a word-wrapped field, each line of text extracted from the field will be justified within the fields width. If the cursor is not on a field, no action is taken. Attribute - Allows you to specify the printer attribute to use on the currently selected field. There are three basic printer attributes: Bold, Italic and Underscore. You may choose any combination of these attributes providing your printer supports it. This option is only valid if the cursor is on a field. Trim - Allows you to specify that the output value or the currently selected field should be placed flush against other fields which are directly next to it. For example, given the following two fields in a report line: LastName..................Name...... The output might look like with Trim ON : SmithJohn with Trim OFF : Smith John Remove- Allows you to remove the currently selected field from the report line. If the cursor is not on a field, no action is taken. Line Menu Create - Allows you to define a new report line. There are 7 types of lines: Title - Appear only once during report generation, at the start of report output. Page Header - Generated once at the start of the report and at every page break thereafter. Header - Generated for each group level when a new group is encountered. If available, you will be presented with a list of groups to select from. Body - Generated once for each composite record. Footer - Generated for each group level after group information has been processed. If available, you will be presented with a list of groups to select from. Page Footer - Generated at the bottom of every page. Summary - Appear only once during report generation, at the end of report output. If no line of the selected type exists in the report the newly created line will be placed at the appropriate place in the report. If a line of the same type does exist, the new line will be added and you will be prompted to position the line using the cursor keys. Insert - Allows you to insert a new line above the current one (the one the cursor is on). This line will be of the same type and group level as the current line. You may delete a single line in the painter using <ALT-I>. Delete - Allows you to delete lines from the report. Select the lines to delete using the cursor keys and press <ENTER>. You may delete a single line in the painter using <ALT-R>.



	*ASSESSMENT SYSTEM* Section 28 Page 46

	Move - Allows you to move lines from one place to another within the report. Select the lines to move using the cursor keys and press <ENTER>. Once selected, you will be prompted to choose a new type and group level for these lines. Replicate - Allows you to duplicate on set of lines elsewhere in the report. Select the lines to replicate using the cursor keys and press <ENTER>. Once selected, you will be prompted to choose a new type and group level for these lines. Justify - Allows you to justify all fields contained on a line, within the line length. This justification is a one time only event. It will not force the output of fields contained on the line to be justified as the report is produced. Print Attribute - Allows you to specify the printer attribute to use for all fields on selected lines. There are three basic printer attributes: Bold, Italic and Underscore. You may choose any combination of these attributes providing your printer supports it. Once you have chosen the printer attribute to apply, all fields contained on the selected lines will have their attributes changed. Any new fields added to this line will remain unaffected. New-Page - Allows you to define a new-page line which are used to force page breaks to occur at a specific spot in the report. For example, if your report were grouped by State and you wanted each State to start on a new page, you would create a group footer line for State and then make it a new-page line. New-page lines may not contain any fields. Filter - Allows you to define a filter to conditionally print selected lines during report creation. For example, if you only wanted certain lines to appear if some value was greater than zero, you would attach a filter to those lines. After selecting the lines to operate on, you will be prompted to either Set or Clear filters. Clearing lines filters will enable all selected lines to appear in report output. If you choose Set, you will be prompted to select the field to base the condition on, and then whether the lines should print when the field is Empty or Not Empty. Trim - Allows you to specify that the output values for all fields on selected lines should be placed flush against other fields which are directly next to then. For example, given the following two fields in a report line: LastúName........First.Name...... The output might look like with Trim ON : SmithJohn with Trim OFF : Smith John Slide - Allows you to move the current line up or down within lines of the same type and break level. Format - Toggles the display format of fields on the current line. Fields may be displayed using either the field name, or a value representing the field's data type.



	*ASSESSMENT SYSTEM* Section 28 Page 47

	Database Menu Master - This allows you to select a new master database for the report. This file should have the same structure as the current master file. When you select this option you will be presented with a list of databases to choose from. Once you have selected the file you want to be the new master database, you will be prompted to enter an alias to use. You can enter a new alias or press <ENTER> to accept the default value. Relation - Allows you to add/edit/delete relations used in the report. When you choose this option you will be placed in a picklist of databases used in the report. Select the database to operate on and press <ENTER>. You will then be placed in a picklist of relations from this file. If none exist a blank line will be highlighted. Pressing <ENTER> on a blank line will set a new relation. The first thing that must be specified when setting a relation is the linking field to use when searching the related file. Select the field and press <ENTER>. You will then be prompted to select the database to relate to. After selecting the database you will be prompted to enter an alias to use. You can enter a new alias or press <ENTER> to accept the default value. You must then select the type of relation to set. This will determine how records in the child database are accessed. There are four types of relations: Exact - Finds first matching record. Scan - Finds all matching records. Approx. - Finds first approximate matching record. Recno - Go to a specific record number. If you choose any relation type other than Recno you will be prompted to select an index file to use when searching the related file. After selecting the index a list of tags from within that file will be shown. Select the tag to use and press <ENTER>. You will then be prompted to select a failure action for the relation. Failure actions are used to control what happens when no match is found in the related file. There are three types of failure actions: Blank - Use a blank record from related file. Skip - Go to next record in parent file. Terminate - Terminate the report completely. After selecting the failure action you must select a match type. The match type allows you to specify that either a Full or Partial match should be made against the value in the related file. For example, if you set a relation on the field CUST_NO but only wanted to match on the first 4 characters, you would set a Partial relation. Scope - Scopes can be used to dramatically increase the performance of your reports. For example, if you had an index for the master file on LAST_NAME and only wanted to report on people who's last name started with "C" thru "F", you could use a scope instead of a query to filter out the data you don't want. Scopes are only valid for the master database. If no master index is present you may set scopes based on record numbers in the master database. For example,



	*ASSESSMENT SYSTEM* Section 28 Page 48

	if you only wanted to report on records 10 thru 15 you would set the Low Scope to 10 and set the High Scope to 15. Index - This is used to set the index file for the master database. A master index can be used to control the order in which report output is created or it can be used in conjunction with a scope. Query Menu Edit - Edit the current (highlighted) query line. Connect - Allows you to change the connector between query lines. Insert - Inserts a new query line at the current cursor position. Delete - Deletes the current query line. ( ) - Allows you to control how expressions are evaluated. By enclosing portions of the expression within parenthesis, you can force those portions to be evaluated first. Test - Will test the query expression for errors such as unmatched parenthesis or missing query line connectors. Reset - Allows you to clear the existing query. Quit - Returns to the main menu. Print Configure Page Margins Page Length - Indicates the number of lines to use when creating report output. If this many lines is reached during page creation a page break will occur and the page will be sent to the report destination. The default value is 66. Top Margin - Indicates the number of blank lines that appear at the start of each page. These lines will come before any report output lines including page header lines. The default value is 0. Left Margin - Indicates the number of blank columns that precede each output line. The default value is 0.



	*ASSESSMENT SYSTEM* Section 28 Page 49

	Bottom Margin - Indicates the number of blank lines sent to the report destination at the end of each page, after any page footer lines. The default value is 0. Right Margin - If the report destination is set to PRINTER the right margin will be the maximum number of characters output per line. All characters beyond this value will be truncated. If the report destination is either the DISPLAY or a FILE this value will be ignored. Output Options Report Copies - Indicates the number of complete copies of a report to produce. Any report sorting and querying is only done once, before the first copy is generated. If any errors occur during output creation printing will be terminated and no more copies generated. The default value is 1. Note: This setting is only valid when the report destination is PRINTER. Start Output on Page - This setting is normally used when an error has occurred during report creation (such as a paper jam) and you want to restart the report where it left off. If this value is greater than 1 records will be processed normally except that no output for any pages less than this value will be created. Once this page has been reached report output will continue normally. The default value is 1. End Output on Page - This setting specifies the maximum number of output pages to create. The default value is 999,999. Wait Between Pages - If set to YES you will be prompted to load a new piece of paper into the printer before each page is output. The default value is NO, do not prompt for paper load. Note: This setting is only valid when the report destination is PRINTER. Eject Last Page - If set to YES and the report destination is PRINTER or FILE, a form-feed (page eject) will be added after the last page of report output. The default value is NO, do not eject last page. Report Settings Lines Per Inch - Indicates the number of lines per inch that will appear on the report output. This value must be either 6 or 8. The default value is 6. Note: This setting is ignored when the report destination is DISPLAY. Pitch - Indicates the number of characters per inch that will appear on the report output. This must be 10, 12 or Compressed. The default value is 10. Note: This setting is ignored when the report destination is DISPLAY. Page Orientation - This is used to specify the orientation of the output page. This must be either Portrait or Landscape. The default value is Portrait. Note: This setting is ignored when the report destination is DISPLAY. Print Empty Body/Group Lines - If set to NO any group header, group footer, and body lines which are completely blank will be removed from the report output. This is different than removing lines which are



	*ASSESSMENT SYSTEM* Section 28 Page 50

	empty. Empty lines have no fields on them and are always created. Blank lines are lines which have fields, but none of those fields produced any printable output. The default value is NO, do not print blank lines. Suppress Body Lines - If set to TRUE body lines contained in a report will NOT be printed. This can be used to quickly produce reports which contain only summary information. The default value is NO, print body lines. Treat Semicolon as New Line - This setting affects the word wrapping of fields which are formatted as word-wrapped or mail-merge. If set to YES any semicolons contained in the text will be translated to a new line before wrapping occurs. The default value is NO, do not translate semicolons. Break Body Area - If set to YES a check will be made to see if the current set of body lines will fit entirely on the current page. If they won't fit a page break will be issued before outputting the body lines. The default value is NO, do not check to see if the lines will fit. Label Options Labels Across - This setting is used to determine that a label report is being created. When this value is greater than 1, the values found in Label Width and Label Height will be enforced. Label Width - How wide a label is. Each label will appear exactly Label Width columns to the right of the previous label. If set to 0 each label will be the width of the entire report. Label Height - How high a label is. Each label will appear exactly Label Height lines below the label above it. If set to 0 each label will occupy the same number of Body Lines found in the report. Record Copies - How many copies of each label should be created. Destination This option allows you to choose where report output should be sent. Display - Send report output to the screen. Printer - Allows you specify the printer to use when producing output. If you select this option a list of available printers will be displayed. After you have selected the printer, you will be prompted to select the port to send output to. If you are unsure, select 'PRN'. File - Allows you specify the report output should be sent to a file name. If you select this option you will be prompted to enter the name of the file to send output to. A list of available printers will be then be displayed so the output file can contain appropriate printer codes if they are needed. Run This starts the report creation processes. Report output will be sent to the specified destination. Report



	*ASSESSMENT SYSTEM* Section 28 Page 51

	Load - Load a report from a disk file. You will be prompted to enter the name of the file to load. Pressing <F2> will allow you to browse the files and directories on your hard drive. If you wish to quickly move to a specific directory, you may enter the directory name and press <F2>. Save - Save the current report to a disk file. If the report had previously been loaded from or saved to disk, the name attached to the report will be displayed. If the report has no name you will be prompted to enter one. Create - Create a new report. If a report is currently loaded you will be asked if you wish to lose the current report an load a new one. If you select 'Yes' you will be prompted to select a master database for the new report. Choose the file you want and press <ENTER>. You will then be prompted to enter the alias to use when opening the file. You can press <ENTER> to accept the default value or type a new value to use. Sort-Group Sort - Allows you to change the order in which report output will be sorted. After selecting this option, a picklist of available fields will appear. Select the field you want to sort on and press <ENTER>. You will then prompted to specify the order in which this field should be sorted. You may select 'Ascending' or 'Descending'. Group - Allows you to specify at what points the report should be grouped. After selecting this option, a picklist of available fields will appear. Select the field you want to group on and press <ENTER>. You will then prompted to enter a description of the grouping. This description will be used to represent group header and footer lines of the level in the painter and in picklists. Duplicate - Duplicates all Sort entries to Group entries. Revert - Clears any changes made to Sorts and Groups, restoring their original values. Clear - Will clear all Sort and Group entries. Options Directories - Report - The directory to look at for report files. Database - The directory to look at for database files. Index - The directory to look at for index files. Swap - The directory to look at for temporary files.



	*ASSESSMENT SYSTEM* Section 28 Page 52

	Move-Size - Allows you to move and/or resize the report window. The keyboard shortcut for this is <ALT-Y>. Zoom - Allows you to zoom in/out the report window. The keyboard shortcut for this is <ALT-Z>. Remove - Will remove all lines from a report allowing you to start fresh. Squeeze - Will remove all unused fields from the report. Jump-Start - Allows you to toggle whether the cursor should jump to the start/end of a field or not. The keyboard short cut for this is <SHIFT-F12>. Printer-Table - Allows you to specify the database to use for printer codes. CREATING LABELS Label reports are defined by setting Labels Across (in the Configure sub-menu) to a value greater than 1. When printing label reports the processing of body lines is handled differently than in normal reports. Instead of generating one set of body lines per composite record, one set of body lines will be created for the number of labels defined in Labels Across. When creating label reports the values found in Label Height and Label Width are enforced. These can be used to ensure that each label printed on a page is exactly the same size and distance from other labels on the same page. If Label Height is 0 each label will occupy the same number of rows as the number of body lines contained in the report. If it is greater than 0 the number defined will be used regardless of the actual number of body lines in the report. Any word-wrapped fields appearing on body lines will only wrap to the end of the label. All other text will be truncated. Each label will appear Label Width columns to the right of the previous label until the specified number of labels has been processed. For example, if you were to set Labels Across to 2, Label Width to 30 and Label Height to 4 your report output might look like: Ratty Software Corp MOMAs Pizza 1313 Mockingbird Lane. Museum of Modern Art



	*ASSESSMENT SYSTEM* Section 28 Page 53

	Milwalkee, NJ 10321-1222 5th Ave New York, NY 13123 OK Gifts Inc. Clipper Life Rafts Inc. 1 RU Lost 666 Sinking Fox Lane In, NJ 12333-1211 No Clue, UH 99999-9999 Notice how the entry for MOMAs Pizza ends on the line right before the entry for Clipper Life Rafts? This is because Label Height is 4 and the entry for MOMAs took all 4 lines. To print multiple copies of the same composite record use the Record Copies option. For example, using the above label definitions if you also set Record Copies to 2 your output might look like: Ratty Software Corp. Ratty Software Corp. 1313 Mockingbird Lane. 1313 Mockingbird Lane. Milwalkee, NJ 10321-1222 Milwalkee, NJ 10321-1222 MOMAs Pizza MOMAs Pizza Museum of Modern Art Museum of Modern Art 5th Ave 5th Ave New York, NY 13123 New York, NY 13123 OK Gifts Inc. OK Gifts Inc. 1 RU Lost 1 RU Lost In, NJ 12333-1211 In, NJ 12333-1211 Clipper Life Rafts Inc. Clipper Life Rafts Inc. 666 Sinking Fox Lane 666 Sinking Fox Lane No Clue, UH 99999-9999 No Clue, UH 99999-9999 NOTE: If you are creating label reports you cannot view multiple records across when the destination is set to the Display. Sending output to a printer or file will generate correct results. BASIC PAINTER OPERATIONS <F2> - Edit current field. <F7> - Add field at current cursor position. <ENTER> - Start/Stop the moving of a field. <UP> - Move cursor/field up one row. <DOWN> - Move cursor/field down one row. <LEFT> - Move cursor/field left one column. <RIGHT> - Move cursor/field right one column.



	*ASSESSMENT SYSTEM* Section 28 Page 54

	<PGUP> - Move cursor/field up one full screen. <PGDN> - Move cursor/field down one full screen. <HOME> - Move cursor/field to the first column. <END> - Move cursor/field to the end of the line. <INS> - Move fields past the current column one column right. <DEL> - Move fields past the current column one column left. <TAB> - Move cursor to next field. <SHIFT-TAB> - Move cursor to previous field. <CTRL-RIGHT> - Move cursor/field five columns to the right. <CTRL-LEFT> - Move cursor/field five columns to the left. <CTRL-PGUP> - Move cursor/field to the first report row. <CTRL-PGDN> - Move cursor/field to the last report row. <ALT-A> - Add line of the same type and level as the current line. <ALT-F> - Change format of a field. <ALT-I> - Move/resize the line type display area. <ALT-L> - Load a report from disk. <ALT-M> - Move line within others of the same type and level. <ALT-O> - Toggle line format display on/off. <ALT-R> - Remove current line from report. <ALT-S> - Save the current report to disk. <ALT-T> - Change printer attribute of a field. <ALT-U> - Remove field from line. <ALT-Y> - Move/resize the report window. <ALT-Z> - Zoom report window in/out. <SHIFT-F12> - Toggle cursor jumpstart on/off. <CTRL-K> - Toggle line autotrim flag on/off.



	*ASSESSMENT SYSTEM* FILE LAYOUT Section 29 Page 1 Asmnt Assessment File SWIS C 6 0 // Swis Code A0440 C 25 0 // Print Key SEQNO C 2 0 // Sequence Number 00- Subj SBLKEY C 20 0 // File Key CHKDGT C 2 0 // Check Digit A0015 N 7 0 // East Coordinate A0020 N 7 0 // North Coordinate A0025 C 1 0 // land commitment A0030 C 1 0 // Ownership Code (Condo) A0032 C 1 0 // Prior Ownership Code (Condo) A0035 C 25 0 // location A0040 C 2 0 // direction abrev A0045 C 10 0 // house number A0050 C 1 0 // street side A0060 C 30 0 // desc 1 A0065 C 30 0 // desc 2 A0070 C 30 0 // desc 3 A0080 N 8 2 // front feet A0085 N 8 2 // depth A0090 N 8 2 // acres A0095 C 1 0 // easement code A0100 C 5 0 // dead book A0105 C 5 0 // deed page A0120 N 3 0 // property class A0125 N 3 0 // old property class A0135 C 30 0 // owner name A0140 C 30 0 // owner name 2 A0145 C 30 0 // address 1 A0150 C 30 0 // address 2 A0155 C 30 0 // address 3 A0160 C 30 0 // address 4 A0165 C 5 0 // zip code A0170 C 4 0 // zip + 4 A0175 C 6 0 // school code A0180 C 6 0 // old school code A0185 C 1 0 // roll section A0190 C 1 0 // roll sub-section A0195 C 7 0 // bank code A0200 C 11 0 // old account # A0210 N 8 0 // split/merge #



	ASSESSMENT SYSTEM Section 29 Page 2 FILE LAYOUT
	A0215 C 1 0 // Homestead A0230 C 15 0 // mortgage # A0235 N 9 0 // prior land value A0240 N 9 0 // prior total value A0245 N 9 0 // equilization increase A0250 N 9 0 // village aged A0255 C 1 0 // prior year value type- original A0260 C 1 0 // prior year value type- revised A0265 N 9 0 // Land Assessment A0270 N 9 0 // total assessment A0275 N 9 0 // equilization decrease A0280 N 9 0 // prior adjusted total value A0285 C 1 0 // current year value type- original A0290 C 1 0 // current year value type- revised A0295 N 9 0 // physical increase A0300 N 9 0 // physical decrease A0370 N 10 2 // school relevy A0380 C 1 0 // sbea status A0385 C 1 0 // prior homestead A0390 C 2 0 // Subsidized Housing Flag A0395 C 1 0 // mineral rights A0400 C 1 0 // prior roll section A0405 C 1 0 // active/inactive A0410 D 8 0 // create date A0415 D 8 0 // termination date A0445 C 25 0 // prior print key A0450 C 4 0 // economic unit code A0455 C 1 0 // delinquent indicator A0520 C 2 0 // commitment term year A0525 N 10 2 // village relevy A0530 N 4 2 // uniform % level A0535 N 9 0 // reval land A0540 N 9 0 // reval total A0545 N 9 0 // Village Taxable A0550 N 9 0 // appraised total A0555 C 2 0 // taxable status year ' **' => Next Year Record A0560 N 9 0 // School Taxable A0565 N 9 0 // Town Taxable A0570 N 9 0 // County Taxable A0590 N 9 0 // 2nd prior land A0595 N 9 0 // 2nd prior total CNTYAGE N 9 0 // county aged exempt SCHLAGE N 9 0 // school aged exempt A0610 N 2 0 // residential perCent A0615 N 2 0 // prior residential %



	*ASSESSMENT SYSTEM* Section 29 Page 3 FILE LAYOUT
	RESSEQ N 2 0 // residence site sequence number COMMSEQ N 2 0 // commercial site sequence number SALESEQ N 2 0 // sale sequence number EXTNDKEY C 26 0 // extended key for use in GIS LATITUDE N 9 6 // latitude for use in GIS LONGITUDE N 9 6 // longitude for use in GIS BLDPERMIT C 30 0 // active building permit IMPACT N 12 0 // impact value HPRIOR N 12 0 // hold prior value HHOMESTD C 1 0 // hold homestead ALLOCFCTR C 4 0 // allocation factor SALENO N 2 0 // associated sale number CHNGTYPE C 3 0 // Assessment Change Type #1 CHNGTYPE2 C 3 0 // Assessment Change Type #2 CHNGFLAG N 1 0 // Assessment Change Flag BNKRVC D 8 0 // Bank Service Date MEMOCDE C 1 0 // Memo- Yes/No CARRIER C 4 0 // Postal Carrier Route Code AGDIST C 6 0 // Agricultural District Code GASPROD N 6 0 // Gas Well Production Value NEXTYR C 1 0 // Copy Exempt. / Special Dist. to Next Year Rec. ENTRY C 1 0 // Type of Enrty into Building ENTRYDTE D 8 0 // Date of Property Inspection INCOME N 5 0 // Aged Income Amount OILPROD N 6 0 // Oil Well Production Value STAREXM N 9 0 // Star exemption amt FILEKEY C 26 0 // extended key for use in GIS STAR C 1 0 // Regular Star (Y/ ) index on A0035 + A0045 to PropLoc index on sblkey to s_b_l index on A0135 to OwnNme index on swis + sblkey to SwisSbl Audit Audit File A0420 D 8 0 // File Maintenance Date ATIME C 10 0 // File Maintenance Time CHKDGT C 2 0 // Check Digit FROM C 30 0 // Data From Value TO C 30 0 // Data To Value FILEKEY C 30 0 // Filekey + Sequence Number + Site Number PRTKEY C 28 0 // Print Key CHGFIELD C 10 0 // Field That was Changed TID C 3 0 // User Id DB C 8 0 // Data Base Name RECNUM N 8 0 // Record Number RECTYP C 1 0 // Record Type R- residential C- commercial



	ASSESSMENT SYSTEM Section 29 Page 4 FILE LAYOUT
	TRCDE C 2 0 // Transaction Code index on filekey + DESCEND(str(recno(),10)) to AuditKey CommBldg Commercial Building FILEKEY C 30 0 // Filekey + Sequence Number + Site Number C5000 N 2 0 // Building Number C5010 N 1 0 // Building Section C5020 N 3 0 // Number of Identical Buildings C5030 C 4 0 // Boechk Model Number C5040 N 4 0 // Year Built C5050 N 3 1 // Construction Quality C5060 N 4 2 // User Adjustment C5070 C 1 0 // Condition C5080 N 6 0 // Building Perimeter C5090 N 7 0 // Gross Floor Area C5100 N 2 0 // Number of Stories C5110 N 2 0 // Story Height C5120 N 3 0 // Wall A Percent C5130 N 3 0 // Wall B Percent C5140 N 3 0 // Wall C Percent C5150 N 3 0 // Air Conditioning Percent C5160 N 3 0 // Sprinkler Percent C5170 N 3 0 // Alarm Percent C5180 N 2 0 // # Elevators C5190 C 1 0 // Basement Type C5200 N 6 0 // Basement Perimeter C5210 N 7 0 // Basement Square Feet index on filekey + str(C5000,2) + str(C5010,1) to cBldgKey Commrcl Commercial File FILEKEY C 30 0 // Filekey + Sequence Number + Site Number C2000 N 3 0 // Property Class C2010 C 3 0 // Site Usedas C2020 C 9 0 // Route C2030 N 5 0 // Neighborhood C2040 C 5 0 // Zoning C2050 C 2 0 // Valuation District C2060 C 1 0 // Sewer C2070 C 1 0 // Water C2080 C 1 0 // Utilities C2090 C 1 0 // Over All Desirability C2100 C 1 0 // Over All Condition



	*ASSESSMENT SYSTEM* Section 29 Page 5 FILE LAYOUT
	C2110 N 4 0 // Over All Year Built C2120 C 1 0 // Over All Grade C2130 C 1 0 // Entry Type C2140 C 1 0 // Data Mailer Created C2150 N 9 0 // Final Site Total C2160 N 9 0 // Final Site Land C2170 N 9 0 // Replacement Cost New C2180 N 9 0 // Commercial Income Value C2190 N 9 0 // Site Land C2200 N 9 0 // Commercial Market Value C2210 N 9 0 // Site Excess Land Value TOTSQFT N 9 0 // Total Square Feet TOTUNT N 6 0 // Total Units BUSNAM C 15 0 // Business Name ALTADR C 15 0 // Alternate Address LANDSF N 8 0 // Land Size in Square Feet EXCIMP N 9 0 // Excess Improvement Value index on filekey to CommKey CommUse Commercial Use Record FILEKEY C 30 0 // Filekey + Sequence Number + Site Number U7010 C 3 0 // Use Code U7020 C 2 0 // Valuation District U7030 N 10 0 // Square Feet U7040 N 7 0 // Eff/1Bed Square Feet U7050 N 7 0 // 2Bed Square Feet U7060 N 7 0 // 3Bed Square Feet U7070 C 2 0 // Unit Code U7080 N 5 0 // Number of Units U7090 N 5 0 // Eff/1Bed Units U7100 N 5 0 // 2 Bed Units U7110 N 5 0 // 3 Bed Units index on filekey + U7010 to UseKey CompAdj Residential Adjustment File KEY C 7 0 // Neighborhood + Building Style NBHD N 8 2 // Neighborhood Adjustment BLDSTY N 8 2 // Building Style DRVWAY N 8 2 // Driveway Adjustment STORY N 8 2 // Story Height Adjustment EXTWAL1 N 8 2 // Frame Exterior Material Adjustment EXTWAL2 N 8 2 // Brick Exterior Material Adjustment EXTWAL3 N 8 2 // Alum/Vinyl Exterior Material Adjustment



	*ASSESSMENT SYSTEM* Section 29 Page 6 FILE LAYOUT
	EXTWAL4 N 8 2 // Composition Exterior Material Adjustment EXTWAL5 N 8 2 // Concrete Exterior Material Adjustment EXTWAL6 N 8 2 // Stucco Exterior Material Adjustment EXTWAL7 N 8 2 // Stone Exterior Material Adjustment BUILT N 8 2 // Year Built Adjustment KITCHN N 8 2 // Kitchen Adjustment BATH N 8 2 // Bath Adjustment BEDS N 8 2 // Per Bed Room Adjustment FIRPLC N 8 2 // Fireplace Adjustment AIRCON N 8 2 // Air Conditioning Adjustment BASMT1 N 8 2 // Pier/Slab Basement Adjustment BASMT2 N 8 2 // Crawl Basement Adjustment BASMT3 N 8 2 // Basement Adjustment BASMT4 N 8 2 // Basement Adjustment CAPAC N 8 2 // Basement Garage Capacity Adjustment COND N 8 2 // Overall Condition Adjustment GRADADJ N 8 2 // Grade Adjustment FRSTY N 8 2 // First Story Area Adjustment SNDSTY N 8 2 // Second Story Area Adjustment ADDSTY N 8 2 // Additional Story Area Adjustment HLFSTY N 8 2 // Half Area Adjustment FNBSMT N 8 2 // Finished Basement Area Adjustment UNFIN N 8 2 // Unfinished Area Adjustment SFLA N 8 2 // Total Lining Area Adjustment FINREC N 8 2 // Recreational Room Adjustment GARAGE N 8 2 // Garage Area Adjustment OUTBLDG N 8 2 // OutBuilding Adjustment SNDSITE N 8 2 // Other Site Value Adjustment LNDSIZE N 8 2 // Land Value Adjustment LOCADJ N 8 2 // Location Adjustment NOHEAT N 8 2 // No Central Heating System index on key to CompCls Cost_tbl Cost Table ACODE C 6 0 // Structure Code DIM1 N 10 2 // Dimention Break Point 1 COST1 N 10 2 // Price Point 1 DIM2 N 10 2 // Dimension Break Point 2 COST2 N 10 2 // Price Point 2 DIM3 N 10 2 // Dimension Break Point 3 COST3 N 10 2 // Price Point 3 DIM4 N 10 2 // Dimension Break Point 4 COST4 N 10 2 // Price Point 4 DIM5 N 10 2 // Dimension Break Point 5



	ASSESSMENT SYSTEM Section 29 Page 7 FILE LAYOUT
	COST5 N 10 2 // Price Point 5 DIM6 N 10 2 // Dimension Break Point 6 COST6 N 10 2 // Price Point 6 DIM7 N 10 2 // Dimension Break Point 7 COST7 N 10 2 // Price Point 7 DIM8 N 10 2 // Dimension Break Point 8 COST8 N 10 2 // Price Point 8 DIM9 N 10 2 // Dimension Break Point 9 COST9 N 10 2 // Price Point 9 SRVLIFE N 3 0 // Service Life ADDIN C 1 0 // DESC C 30 0 // Description MEASCD N 1 0 // Measure Code CST_TYP C 1 0 // Cost Type index on code to CostStr ExmLib Exemption Code Library ACODE N 5 0 // Exemption Code DESC C 10 0 // Exemption Description SWIS C 6 0 // Swis Code EXMTYPE C 1 0 // Type of Exemption EXMAMT C 1 0 // Exemption Amount EXMCK C 1 0 // Type of Exemption Check EXM490 C 1 0 // RPTL 490 Applicability EXMADVEL C 1 0 // Ad Velorem Applicability FIXDLR N 6 0 // Fixed Dollar Amount FIXPC N 6 4 // Fixed PerCent EXM305 C 1 0 // RPTL 305 Applicability TERMYR C 1 0 // Term Year Required EXMSPCL C 1 0 // Special Assessment Applicability index on str(code,5) + swis to ExmCde Exmpt Exemption Record FILEKEY C 26 0 // Swis+SBL E605A N 5 0 // Exemption Code E605B N 9 0 // Exemption Amount E605C N 4 2 // Exemption PerCent E605D C 2 0 // Initiation Date E605E C 2 0 //Term Date E605F C 1 0 // Village Applicability Flag E605G C 1 0 //Homestead Applicability E605H N 4 2 // Ownership PerCent



	ASSESSMENT SYSTEM Section 29 Page 8 FILE LAYOUT
	TWN N 12 0 // Local Amount CNTY N 12 0 // County Amount SCHL N 12 0 // School Amount VLG N 12 0 // Village Amount REMFLAG C 1 0 // Flag to Remove Exemption index on filekey + str(E605A,5) to ExmKey ExmTotl Exemption Totals ACODE N 5 0 // Exemption Code SWIS C 6 0 // Swis Code PARCELS N 7 0 // Parcel Count TOTALT N 12 0 // Town Amount TOTALC N 12 0 // County Amount TOTALS N 12 0 // School Amount TOTALV N 12 0 // Village Amount index on str(code,5) + swis to ExmptKey Imprmnt Improvement File FILEKEY C 31 0 // Filekey + Sequence# + Site# + Type R- res C- comm I6010 C 3 0 // Structure Code I6020 C 1 0 // Measure Code I6030 N 6 0 // Dimension 1 I6040 N 6 0 // Dimension 2 I6050 N 6 0 // Quantity I6060 C 1 0 // Grade I6070 C 1 0 // Condition I6080 N 4 0 // Year Built I6090 N 4 2 // PerCent Good I6100 N 4 2 // Functional Obsolescence I6110 N 9 0 // Replacement Cost New I6120 N 9 0 // Replacement Cost New Less Depreciation ADDIN C 1 0 // Add in to Market Value index on filekey + I6010 to ImpKey Land Land Record File FILEKEY C 31 0 // Filekey+Sequence#+Site#+Type R-res C- comm L3010 C 2 0 // Land Type L3020 N 4 0 // Frontage



	ASSESSMENT SYSTEM Section 29 Page 9 FILE LAYOUT
	L3030 N 4 0 // Depth L3040 N 9 2 // Acres L3050 N 10 0 // Square Feet L3060 C 2 0 // Soil Rating L3070 C 1 0 // Influence Code L3080 N 4 2 // Influence Per Cent L3090 N 4 2 // Depth Factor L3100 N 9 0 // Land Value L3110 N 10 2 // Unit Value index on filekey + L3010 to LandKey LndPrc Land Price File CHART C 1 0 // Depth Chart NBHD N 5 0 // Neighborhood LNDTYP C 2 0 // Land Type RATING C 2 0 // Land Rating BFRNT N 8 0 // Base Front Foot Price BACRE N 8 0 // Base Acre Price BSQFT N 8 2 // Base Square Foot Price ACRE1 N 9 2 // Acre Break Point 1 ACRE2 N 9 2 // Acre Break Point 2 ACRE3 N 9 2 // Acre Break Point 3 ACRE4 N 9 2 // Acre Break Point 4 ACRE5 N 9 2 // Acre Break Point 5 ACRE6 N 9 2 // Acre Break Point 6 ACRE7 N 9 2 // Acre Break Point 7 ACRE8 N 9 2 // Acre Break Point 8 ACREP1 N 6 2 // Acre PerCent 1 ACREP2 N 6 2 // Acre PerCent 2 ACREP3 N 6 2 // Acre PerCent 3 ACREP4 N 6 2 // Acre PerCent 4 ACREP5 N 6 2 // Acre PerCent 5 ACREP6 N 6 2 // Acre PerCent 6 ACREP7 N 6 2 // Acre PerCent 7 ACREP8 N 6 2 // Acre PerCent 8 FRNT1 N 8 0 // Frontage Break Point 1 FRNT2 N 8 0 // Frontage Break Point 2 FRNT3 N 8 0 // Frontage Break Point 3 FRNT4 N 8 0 // Frontage Break Point 4 FRNT5 N 8 0 // Frontage Break Point 5 FRNT6 N 8 0 // Frontage Break Point 6 FRNT7 N 8 0 // Frontage Break Point 7 FRNT8 N 8 0 // Frontage Break Point 8



	ASSESSMENT SYSTEM Section 29 Page 10 FILE LAYOUT

	FRNTP1 N 6 2 // Frontage PerCent 1 FRNTP2 N 6 2 // Frontage PerCent 2 FRNTP3 N 6 2 // Frontage PerCent 3 FRNTP4 N 6 2 // Frontage PerCent 4 FRNTP5 N 6 2 // Frontage PerCent 5 FRNTP6 N 6 2 // Frontage PerCent 6 FRNTP7 N 6 2 // Frontage PerCent 7 FRNTP8 N 6 2 // Frontage PerCent 8 SQFT1 N 10 0 // Square Foot Break Point 1 SQFT2 N 10 0 // Square Foot Break Point 2 SQFT3 N 10 0 // Square Foot Break Point 3 SQFT4 N 10 0 // Square Foot Break Point 4 SQFT5 N 10 0 // Square Foot Break Point 5 SQFT6 N 10 0 // Square Foot Break Point 6 SQFT7 N 10 0 // Square Foot Break Point 7 SQFT8 N 10 0 // Square Foot Break Point 8 SQFTP1 N 6 2 // Square Foot PerCent 1 SQFTP2 N 6 2 // Square Foot PerCent 2 SQFTP3 N 6 2 // Square Foot PerCent 3 SQFTP4 N 6 2 // Square Foot PerCent 4 SQFTP5 N 6 2 // Square Foot PerCent 5 SQFTP6 N 6 2 // Square Foot PerCent 6 SQFTP7 N 6 2 // Square Foot PerCent 7 SQFTP8 N 6 2 // Square Foot PerCent 8 index on str(nbhd,5) +typ + rating to LandType MemoPad Memo Pad FILEKEY C 26 0 // filekey MEMODATA C 70 0 // Memo Data index on fileKey+descend(str(recNo(),10)) to memoKey MuniName Municipal Name SWIS C 6 0 // Swis Code SWISTYPE C 1 0 // Municipal Type DESC C 20 0 // Municipal Description ASSC_DESC C 20 0 // Associated Description HOMESTEAD C 1 0 // Homestead Applicability VETLIMIT C 1 0 // Alternate Vet Limit NONVLG C 1 0 // Non-Assessing Village Flag SPLITVLG C 4 0 // Split Village Code LEQUIL N 6 2 // Last Equilization Rate FEQUIL N 6 2 // Frozen Equilization Rate LASTROLL D 8 0 // Date for Last Roll Filed



	*ASSESSMENT SYSTEM* Section 29 Page 11 FILE LAYOUT
	TAXYR C 2 0 // Tax Year KEYDEF C 17 0 // Print Key Definition CYCLEFLAG C 1 0 // Cycle Flag NEXTYR C 1 0 // Next Year Flag INCOME50 N 5 0 // Maximum Income for 50% Exemption INCOME45 N 5 0 // Maximum Income for 45% Exemption INCOME40 N 5 0 // Maximum Income for 40% Exemption INCOME35 N 5 0 // Maximum Income for 35% Exemption INCOME30 N 5 0 // Maximum Income for 30% Exemption INCOME25 N 5 0 // Maximum Income for 25% Exemption INCOME20 N 5 0 // Maximum Income for 20% Exemption INCOME15 N 5 0 // Maximum Income for 15% Exemption INCOME10 N 5 0 // Maximum Income for 10% Exemption INCOME05 N 5 0 // Maximum Income for 5% Exemption index on swis to MuniSws MuniTotl Municipal Roll Section Totals SWIS C 6 0 // Swis Code ROLLSECT C 1 0 // Roll Section Code PARCELS N 7 0 // Parcel Count LAND N 12 0 // Land Value TOTAL N 12 0 // Total Assessed HTAXABLET N 12 0 // Homstead Taxable Value- Local NTAXABLET N 12 0 // Non-Homstead Taxable Value- Local HTAXABLEC N 12 0 // Homstead Taxable Value- County HTAXABLEV N 12 0 // Homstead Taxable Value- Village NTAXABLEV N 12 0 // Non-Homstead Taxable Value- Village index on swis + rollSect to MuniRS Picture Picture File FILEKEY C 30 0 // Filekey+Sequence # + Site+Type (Res/Comm) GIFLIB C 8 0 // GIF Library Name GIFNUM N 8 0 // GIF Number in Library GIFDTE D 8 0 // Picture Date index on filekey + descend(str(recno(),7)) to PicKey PrcTotl Property Class Totals ACODE N 3 0 // Property Class Code SWIS C 6 0 // Swis Code PARCELS N 7 0 // Parcel Count TOTAL N 12 0 // Total Assessment TAXABLET N 12 0 // Local Taxable Value TAXABLEC N 12 0 // County Taxable Value TAXABLES N 12 0 // School Taxable Value



	*ASSESSMENT SYSTEM* Section 29 Page 12 FILE LAYOUT
	TAXABLEV N 12 0 // Village Taxable Value index on str(code,3) + swis to ClassKey PropClas Property Class Library ACODE N 3 0 // Property Class Code DESC C 12 0 // Property Class Description CLASTYPE C 1 0 // Property Type index on code to ClassCde ResDep Residential Depreciation Table AGE N 3 0 // Age COND1 N 3 0 // Condition PerCent 1 COND2 N 3 0 // Condition PerCent 2 COND3 N 3 0 // Condition PerCent 3 COND4 N 3 0 // Condition PerCent 4 COND5 N 3 0 // Condition PerCent 5 Resident Residential Master File FILEKEY C 30 0 // Filekey + Sequence Number + Site Number R1000 N 3 0 // Property Class R1010 C 9 0 // Route Number R1020 N 5 0 // Neighborhood Code R1030 C 5 0 // Zoning Ver 2-> 2 pos / ver 3-> 5 pos R1040 C 1 0 // Sewer Type R1050 C 1 0 // Water Type R1060 C 1 0 // Utilities Type R1070 C 1 0 // Site Desirability R1080 C 1 0 // Entry Type R1090 C 1 0 // Mailer Created R1100 N 9 0 // Final Site Total Value R1110 N 9 0 // Final Site Land Value R1120 N 9 0 // Replacement Cost New R1130 N 9 0 // Replacement Cost New Less Depreciation R1140 N 9 0 // Site Land Value R1150 N 9 0 // R1160 N 9 0 // Site Market Value R4000 C 2 0 // Building Style R4010 N 3 1 // # of Stories R4020 C 2 0 // Exterior Wall Material R4030 N 4 0 // Year Built R4040 N 1 0 // # Kitchens



	*ASSESSMENT SYSTEM* Section 29 Page 13 FILE LAYOUT
	R4050 N 4 1 // # Baths R4060 N 2 0 // Bed Rooms R4070 N 2 0 // Firplaces R4080 C 1 0 // Heat Type R4090 C 1 0 // Fuel Type R4100 C 1 0 // Air Conditioning R4110 C 1 0 // Basement Type R4120 N 1 0 // Basement Garage Capacity R4130 C 1 0 // Overall Condition R4140 C 1 0 // Grade R4150 N 4 2 // Grade Adjustment R4160 C 1 0 // Porch Type R4170 N 4 0 // Porch Area R4180 N 1 0 // Attached Garage Capacity R4190 N 5 0 // First Floor Area R4200 N 5 0 // Second Story R4210 N 5 0 // Additional Story R4220 N 5 0 // Half Story R4230 N 5 0 // Three-Quarter Story R4240 N 5 0 // Finished Area Over Garage R4250 N 5 0 // Finished Attic R4260 N 5 0 // Finished Basement R4270 N 5 0 // UnFinished Half Story R4280 N 5 0 // UnFinished Three-Quarter R4290 N 5 0 // UnFinished Room R4300 N 5 0 // Square Foot Living Area R4310 N 5 0 // Recreation Room R4320 N 9 0 // Building Cost New R4330 N 9 0 // Building Cost New Less Depreciation R4340 N 4 2 // PerCent Good R4350 N 4 2 // Functional Obsolescence LOCATE N 3 0 // Location Adjustment Factor OUTBLDG N 5 0 // Out Building Value SNDSITE N 5 0 // Other Site Value LNDSIZE N 6 2 // Land Size LANDVAL N 8 0 // Land Value MKTVALU N 8 0 // Market Value SALE1 C 30 0 // Comparable Sale 1 SALE2 C 30 0 // Comparable Sale 2 SALE3 C 30 0 // Comparable Sale 3 SALE4 C 30 0 // Comparable Sale 4 SALE5 C 30 0 // Comparable Sale 5 EFFAGE N 4 0 // year built- Effective Age index on filekey to ResKey



	*ASSESSMENT SYSTEM* Section 29 Page 14 FILE LAYOUT
	ResImpDp Residential Improvement Depreciation Table AGE N 3 0 // Improvement Age COND1 N 3 0 // Condition PerCent 1 COND2 N 3 0 // Condition PerCent 2 COND3 N 3 0 // Condition PerCent 3 COND4 N 3 0 // Condition PerCent 4 COND5 N 3 0 // Condition PerCent 5 ResMrkt Residential Market Database FILEKEY C 30 0 // Filekey + Sequence number + Site Number SWIS C 6 0 // Swis Code CHKDGT C 2 0 // Check Digit A0015 N 7 0 // East Cord. A0020 N 7 0 // North Cord. A0035 C 25 0 // Street Name A0045 C 10 0 // Street Number A0135 C 30 0 // Owner Name A0440 C 25 0 // Print Key A0490 N 9 0 // Sale Price LOTSIZE C 15 0 // Arlm Lot Size TREND N 9 0 // Trended Sale Price A0510 D 8 0 // Sale Date R1000 N 3 0 // Property Class R1020 N 5 0 // Neighborhood Code R4000 C 2 0 // Building Style R4010 N 3 1 // # of Stories R4020 C 2 0 // Exterior Wall Material R4030 N 4 0 // Year Built R4040 N 1 0 // # Kitchens R4050 N 4 1 // # Baths R4060 N 2 0 // Bed Rooms R4070 N 2 0 // Firplaces R4080 C 1 0 // Heat Type R4100 C 1 0 // Air Conditioning R4110 C 1 0 // Basement Type R4120 N 1 0 // Basement Garage Capacity R4130 C 1 0 // Overall Condition R4140 C 1 0 // Grade R4150 N 4 2 // Grade Adjustment R4160 C 1 0 // Porch Type R4170 N 4 0 // Porch Area



	*ASSESSMENT SYSTEM* Section 29 Page 15 FILE LAYOUT
	R4180 N 1 0 // Attached Garage Capacity R4190 N 5 0 // First Floor Area R4200 N 5 0 // Second Story R4210 N 5 0 // Additional Story R4220 N 5 0 // Half Story R4230 N 5 0 // Three-quarty Story R4240 N 5 0 // Finished Area Over Garage R4250 N 5 0 // Finished Attic R4260 N 5 0 // Finished Basement R4270 N 5 0 // UnFinished Half Story R4280 N 5 0 // unFinished Three-Quarter R4290 N 5 0 // unFinished Room R4300 N 5 0 // Square Foot Living Area R4310 N 5 0 // Recreation Room LOCATE N 3 0 // Location Adjustment Factor GARAGE N 5 0 // Combined Area of All Garages OUTBLDG N 5 0 // Out Building Value SNDSITE N 5 0 // Second Site Value LANDVAL N 8 0 // Land Value SALE1 C 30 0 // Comparable Sale #1 SALE2 C 30 0 // Comparable Sale #2 SALE3 C 30 0 // Comparable Sale #3 SALE4 C 30 0 // Comparable Sale #4 SALE5 C 30 0 // Comparable Sale #5 LATITUDE N 9 6 // Latitude for use in GIS LONGITUDE N 9 6 // Longitude for use in GIS index on str(R1020,5) + R4000 to MrktNbhd index on fileKey to MrktKey Sale Sale Information Record FILEKEY C 26 0 // File Key Swis-SBL SWIS C 6 0 // Swis Code SEQNO N 2 0 // Sequence Number CHKDGT C 2 0 // Check Digit A0015 N 7 0 // East Cordinate A0020 N 7 0 // North Cordinate A0030 C 1 0 // Condo Ownership Code A0035 C 25 0 // Street Name A0040 C 2 0 // Direction Abrev A0045 C 10 0 // Street Number A0080 N 8 2 // Frontage A0085 N 8 2 // Depth A0090 N 8 2 // Acres



	*ASSESSMENT SYSTEM* Section 29 Page 16 FILE LAYOUT

	A0100 C 5 0 // Deed Book A0105 C 5 0 // Deed Page A0110 C 1 0 // Deed Type A0115 D 8 0 // Deed Date A0120 N 3 0 // Property Class A0135 C 30 0 // Owner Name #1 A0136 C 30 0 // Owner Name 2 A0175 C 6 0 // School District A0185 C 1 0 // Roll Section A0190 C 1 0 // Roll Sub-Section A0200 C 11 0 // Old Account # A0205 C 4 0 // Assessor Change Flag A0215 C 1 0 // Homestead A0375 C 1 0 // Arms Length Indicator A0405 C 1 0 // Active / Inactive Code A0440 C 25 0 // Print Key A0460 N 9 0 // Total Assessment at Time of Sale A0465 C 1 0 // Valid A0470 N 7 0 // Control Number A0475 N 3 0 // Number of Parcels A0480 C 4 0 // Sale Condition Codes A0485 N 9 0 // Personal Property Value A0490 N 9 0 // Sale Price A0495 C 1 0 // Sale Status Code- Sale Transmitted to NYSDEA A0500 C 30 0 // Prior Owner A0505 C 1 0 // Verify A0510 D 8 0 // Sale Date A0515 N 9 0 // Land Assessment at Time of Sale A0600 C 2 0 // Sale Assessment Year A0620 C 1 0 // Sale Type RESSEQ N 2 0 // Residence Site Sequence Number COMMSEQ N 2 0 // Commercial Site Sequence Number EXTNDKEY C 28 0 // Extended Key for use in GIS LATITUDE N 9 6 // Latitude for use in GIS LONGITUDE N 9 6 // Longitude for use in GIS PARTPRCLA C 1 0 // Part of a Parcel Code- A PARTPRCLB C 1 0 // Part of a Parcel Code- B PARTPRCLC C 1 0 // Part of a Parcel Code- C PARTPRCLD C 1 0 // Part of a Parcel Code- D CONDO C 1 0 // Condo ? Y/" " NEWCONSTR C 1 0 // New Construction on Vacant Land AGDIST C 1 0 // Located in Ag District AGNOTE C 1 0 // Ag District Notice



	*ASSESSMENT SYSTEM* Section 29 Page 17 FILE LAYOUT

	SALEUSE C 1 0 // Use of Property @ Sale index on filekey + DESCEND(str(seqno,2)) to SaleKey SchlTotl School Totals ACODE C 6 0 // School Code SWIS C 6 0 // Swis Code PARCELS N 7 0 // Parcel Count LAND N 12 0 // Land Assessment TOTAL N 12 0 // Total Assessment NTAXABLE N 12 0 // Non-Homestead Taxable Value HTAXABLE N 12 0 // Homestead Taxable Value index on code + swis to SchlKey School School Library ACODE C 6 0 // School Code DESC C 20 0 // School Description HOMESTEAD C 1 0 // Homestead Designation CONSOLD C 6 0 // Consolidated School Code INCOME50 N 5 0 // Maximum Income for 50% Exemption INCOME45 N 5 0 // Maximum Income for 45% Exemption INCOME40 N 5 0 // Maximum Income for 40% Exemption INCOME35 N 5 0 // Maximum Income for 35% Exemption INCOME30 N 5 0 // Maximum Income for 30% Exemption INCOME25 N 5 0 // Maximum Income for 25% Exemption INCOME20 N 5 0 // Maximum Income for 20% Exemption INCOME15 N 5 0 // Maximum Income for 15% Exemption INCOME10 N 5 0 // Maximum Income for 10% Exemption INCOME05 N 5 0 // Maximum Income for 5% Exemption index on code to SchCde Sketch Sketch File FILEKEY C 31 0 // Filekey+sequence number+site number+type DRAWING C 400 0 // Sketch SCALE C 1 0 // Scale of Sketch index on filekey to SktchKey SpclLib Special District Library ACODE C 5 0 // Special District Code DESC C 20 0 // Description RS9 C 1 0 // Roll Section 9 Applicability SEC305 C 1 0 // RPTL 305 Applicability



	*ASSESSMENT SYSTEM* Section 29 Page 18 FILE LAYOUT
	HOMESTEAD C 1 0 // Homestead Designation SPCLTYPE C 1 0 // Special District Type FLG1 C 1 0 // Extension Type Total C FLG2 C 1 0 // Extension Type Total M SPCL490 C 1 0 // RPTL 490 Applicability UN C 2 0 // Extension Type Units 1 SU C 2 0 // Extension Type Units 2 TOC C 2 0 // Extension Type Total C TOM C 2 0 // Extension Type Total M SCHROLL C 1 0 // Applies to School Roll FIREDIST C 1 0 // Is Fire District Y/N index on code to SpcCde SpclTotl Special District Totals ACODE C 5 0 // Special District Code SWIS C 6 0 // Swis Code PARCELS N 7 0 // Parcel Count ASSED N 12 0 // Total Assessed Value TOTALUN N 12 2 // Unit 1 Total TOTALSU N 12 2 // Unit 2 Total TOTAL1 N 12 0 // Taxable Value- Capital TOTAL2 N 12 0 // Taxable Value- Maintenance index on code + swis to SpclKey Special Special District Record FILEKEY C 26 0 // Swis+SBL D640A C 5 0 // Special District Code D640B N 7 2 // Units 1 D640C N 6 4 // PerCent of Parcel D640D C 1 0 // Unit 2 Type Code D640E N 14 2 // Units 2 TXBL1 N 12 0 // Value C TXBL2 N 12 0 // Value M ASMNT N 12 0 // Assessed Value index on filekey + D640A to SpcKey TaxMap Tax Map File FILEKEY C 26 0 // Filekey GIFLIB C 8 0 // GIF Library Name GIFNUM N 4 0 // Library Record Number index on filekey to MapKey



	*ASSESSMENT SYSTEM* Section 29 Page 19 FILE LAYOUT
	UseAdjst Commercial Use Analysis File USDAS C 3 0 // Usedas Code VALDIS C 2 0 // Valuation District AGEPCT1 N 4 2 // Age PerCent 1 AGEPCT2 N 4 2 // Age PerCent 2 AGEPCT3 N 4 2 // Age PerCent 3 AGEPCT4 N 4 2 // Age PerCent 4 AGEPCT5 N 4 2 // Age PerCent 5 YRBLT2 N 4 0 // Year Built 2 YRBLT3 N 4 0 // Year Built 3 YRBLT4 N 4 0 // Year Built 4 YRBLT5 N 4 0 // Year Built 5 OVRCND C 1 0 // Over All Condition OVRCND1 N 4 2 // Over All Condition PerCent 1 OVRCND2 N 4 2 // Over All Condition PerCent 2 OVRCND3 N 4 2 // Over All Condition PerCent 3 OVRCND4 N 4 2 // Over All Condition PerCent 4 OVRCND5 N 4 2 // Over All Condition PerCent 5 OVRDSR C 1 0 // Over All Desirability OVRDSR1 N 4 2 // Over All Desirability PerCent 1 OVRDSR2 N 4 2 // Over All Desirability PerCent 2 OVRDSR3 N 4 2 // Over All Desirability PerCent 3 OVRDSR4 N 4 2 // Over All Desirability PerCent 4 OVRDSR5 N 4 2 // Over All Desirability PerCent 5 OVRGRD C 1 0 // Over All Grade OVRGRD1 N 4 2 // Over All Grade PerCent 1 OVRGRD2 N 4 2 // Over All Grade PerCent 2 OVRGRD3 N 4 2 // Over All Grade PerCent 3 OVRGRD4 N 4 2 // Over All Grade PerCent 4 OVRGRD5 N 4 2 // Over All Grade PerCent 5 LNDSF N 9 0 // Land Size in Square Foot UNLNPCT1 N 4 2 // Land per Unit PerCent 1 UNLNPCT2 N 4 2 // Land per Unit PerCent 2 UNLNPCT3 N 4 2 // Land per Unit PerCent 3 UNLNPCT4 N 4 2 // Land per Unit PerCent 4 UNLNPCT5 N 4 2 // Land per Unit PerCent 5 LND2UNT2 N 5 0 // Land Size per Unit 2 LND2UNT3 N 5 0 // Land Size per Unit 3 LND2UNT4 N 5 0 // Land Size per Unit 4 LND2UNT5 N 5 0 // Land Size per Unit 5 SFLNPCT1 N 4 2 // Land per Building SF PerCent 1 SFLNPCT2 N 4 2 // Land per Building SF PerCent 2 SFLNPCT3 N 4 2 // Land per Building SF PerCent 3 SFLNPCT4 N 4 2 // Land per Building SF PerCent 4



	*ASSESSMENT SYSTEM* Section 29 Page 20 FILE LAYOUT
	SFLNPCT5 N 4 2 // Land per Building SF PerCent 5 LND2SF2 N 5 0 // Land Size per Building SF 2 LND2SF3 N 5 0 // Land Size per Building SF 3 LND2SF4 N 5 0 // Land Size per Building SF 4 LND2SF5 N 5 0 // Land Size per Building SF 5 UNITS2 N 8 0 // Units Break Point 2 UNITS3 N 8 0 // Units Break Point 3 UNITS4 N 8 0 // Units Break Point 4 UNITS5 N 8 0 // Units Break Point 5 SQFT2 N 8 0 // Building Square Foot 2 SQFT3 N 8 0 // Building Square Foot 3 SQFT4 N 8 0 // Building Square Foot 4 SQFT5 N 8 0 // Building Square Foot 5 SFPCT1 N 4 2 // Building Square Foot PerCent 1 SFPCT2 N 4 2 // Building Square Foot PerCent 2 SFPCT3 N 4 2 // Building Square Foot PerCent 3 SFPCT4 N 4 2 // Building Square Foot PerCent 4 SFPCT5 N 4 2 // Building Square Foot PerCent 5 UNPCT1 N 4 2 // Units PerCent 1 UNPCT2 N 4 2 // Units PerCent 2 UNPCT3 N 4 2 // Units PerCent 3 UNPCT4 N 4 2 // Units PerCent 4 UNPCT5 N 4 2 // Units PerCent 5 SFUNPCT1 N 4 2 // Building SF Per Unit PerCent 1 SFUNPCT2 N 4 2 // Building SF Per Unit PerCent 2 SFUNPCT3 N 4 2 // Building SF Per Unit PerCent 3 SFUNPCT4 N 4 2 // Building SF Per Unit PerCent 4 SFUNPCT5 N 4 2 // Building SF Per Unit PerCent 5 SF2UNT2 N 9 0 // Building SF Per Unit Break Point 2 SF2UNT3 N 9 0 // Building SF Per Unit Break Point 3 SF2UNT4 N 9 0 // Building SF Per Unit Break Point 4 SF2UNT5 N 9 0 // Building SF Per Unit Break Point 5 PRCSF N 7 2 // Price Per Square Foot Building PRCUNT N 6 0 // Price Per Unit index on usdas + valdis to AdjstKy UseAnlys Commercial Use Analysis File USDAS C 3 0 // Usedas Code SALDTE D 8 0 // Sale Date YRBLT N 4 0 // Year Built SALPRC N 10 0 // Sale Price OVRCND C 1 0 // Over All Condition OVRDSR C 1 0 // Over All Desirability OVRGRD C 1 0 // Over All Grade



	*ASSESSMENT SYSTEM* Section 29 Page 20.1 FILE LAYOUT

	LNDSF N 9 0 // Land Size in Square Feet LND2UNT N 8 0 // Land Size to Unit Ratio LND2SF N 8 0 // Land Size to Building Square Foot Ratio UNITS N 6 0 // Number of Units SQFT N 10 0 // Square Feet SF2UNT N 8 0 // Building Square Foot to Unit Ratio PRCSF N 7 2 // Price per Square Foot PRCUNT N 6 0 // Price Per Unit VALDIS C 2 0 // Valuation District SALEASMT N 10 0 // Assessment at Time of Sale SALELAND N 10 0 // Land Value at Time of Sale PRC2LND N 7 2 // Price per Square Foot of Land index on usdas + valdis to AnlysKy UseLib Use Code Library ACODE C 3 0 // UsedAs Code DESC C 30 0 // UsedAs Description index on code to UsdasKey



	*ASSESSMENT SYSTEM* Section 29 Page 21 FILE LAYOUT (Miscellaneous) AgLand Agricultural Land File FILEKEY C 26 0 // Filekey PRIME N 8 0 // Ineligible Land Value A1 N 6 2 // Soil 1A B1 N 6 2 // Soil 1B A2 N 6 2 // Soil 2A B2 N 6 2 // Soil 2B A3 N 6 2 // Soil 3A B3 N 6 2 // Soil 3B A4 N 6 2 // Soil 4A B4 N 6 2 // Soil 4B A5 N 6 2 // Soil 5A B5 N 6 2 // Soil 5B A6 N 6 2 // Soil 6A B6 N 6 2 // Soil 6B S7 N 6 2 // Soil 7 S8 N 6 2 // Soil 8 S9 N 6 2 // Soil 9 S10 N 6 2 // Soil 10 M1 N 6 2 // Muck A M2 N 6 2 // Muck B M3 N 6 2 // Muck C M4 N 6 2 // Muck D W1 N 6 2 // Aquaculture W2 N 6 2 // Farm WoodLand index on fileKey to agLand Anal1 Commercial IE Analysis File 1 USEDAS C 3 0 // UseDas Code VALDIS C 2 0 // Valuation District PGISQFT N 7 2 // Potential Gross Income per SqFt AGISQFT N 7 2 // Actual Gross Income per SqFt ADLSQFT N 7 2 // Additional Income per SqFt PGIUNIT N 6 0 // Potential Gross Income per Unit AGIUNIT N 6 0 //Actual Gross Income per Unit ADLUNIT N 6 0 // Additional Income per Unit VACPC N 6 2 // Vacancy Per Cent INSSQFT N 6 2 // Insurance Expense per SqFt BLDSQFT N 6 2 // Building Services Expense per SqFt UTILSQFT N 6 2 // Utility Expense per SqFt ELECSQFT N 6 2 // Electric Expense per Sq Ft HEATSQFT N 6 2 // Heat Expense per Sq Ft



	ASSESSMENT SYSTEM Section 29 Page 22 FILE LAYOUT (Miscellaneous)

	MNTSQFT N 6 2 // Maintenance Expense per Sq Ft RESSQFT N 6 2 // Reserve for Replacement Expense per Sq Ft MANGSQFT N 6 2 // Management Expense per Sq Ft MISCSQFT N 6 2 // Miscelaneous Expense per Sq Ft TOTLSQFT N 6 2 // Total Expenses per Sq Ft INSUNIT N 5 0 // Insurance Expense per Unit BLDUNIT N 5 0 // Building Service Expense per Unit UTILUNIT N 5 0 // Utility Expense per Unit ELECUNIT N 5 0 // Electric Expense per Unit HEATUNIT N 5 0 // Heat Expense per Unit MNTUNIT N 5 0 // Maintenance Expense per Unit RESUNIT N 5 0 // Reserve for Replacement Expense per Unit MANGUNIT N 5 0 // Management Expense per Unit MISCUNIT N 5 0 // Miscelaneous Expense per Unit TOTLUNIT N 6 0 // Total Expenses per Unit index on useDas + valDis to an1Use Anal2 Commercial IE Analysis File 2 USEDAS C 3 0 // Use Code VALDIS C 2 0 // Valuation District LVACPC N 6 2 // Vacancy Per Cent LPGISF N 6 2 // Potential Gross Income per Sq Ft LEFFSF N 6 2 // Effective Gross Income per Sq Ft LINSSF N 5 1 // Insurance Expense per Sq Ft LBLDSF N 5 1 // Building Services Expense per Sq Ft LUTILSF N 5 1 // Utility Expense per Sq Ft LELECSF N 5 1 // Electric Expense per Sq Ft LHEATSF N 5 1 // Heat Expense per Sq Ft LMAINSF N 5 1 // Maintenance Expense per Sq Ft LRESSF N 5 1 // Reserve for Replacement Expense per Sq Ft LMANSF N 5 1 // Management Expense per Sq Ft LMISCSF N 5 1 // Miscelaneous Expense per Sq Ft LTOTSF N 5 1 // Total Expense per Sq Ft LPGIUN N 6 0 // Potential Gross Income per Unit LEFFUN N 6 0 // Effective Gross Income per Unit LINSUN N 5 1 // Insurance Expense per Unit LBLDUN N 5 1 // Building Services Expense per Unit LUTILUN N 5 1 // Utility Expense per Unit LELECUN N 5 1 // Electric Expense per Unit LHEATUN N 5 1 // Heat Expense per Unit LMAINUN N 5 1 // Maintenance Expense per Unit LRESUN N 5 1 // Reserve for Replacement Expense per Unit LMANUN N 5 1 // Management Expense per Unit



	ASSESSMENT SYSTEM Section 29 Page 23 FILE LAYOUT (Miscellaneous)
	LMISCUN N 5 1 // Miscelaneous Expense per Unit LTOTUN N 5 1 // Total Expense per Unit CAPRATE N 7 5 // Market Capitalization Rate GRM N 7 3 // Gross Rent Multiplier index on useDas + valDis to an2use ComMkt Commercial Market Sale Database FILEKEY C 30 0 // Filekey + Sequence Number + Site Number C2000 N 3 0 // Property Class C2010 C 3 0 // Site Usedas C2020 C 9 0 // Route C2030 N 5 0 // Neighborhood C2040 C 5 0 // Zoning C2050 C 2 0 // Valuation District C2060 C 1 0 // Sewer C2070 C 1 0 // Water C2080 C 1 0 // Utilities C2090 C 1 0 // Over All Desirability C2100 C 1 0 // Over All Condition C2110 N 4 0 // Over All Year Built C2120 C 1 0 // Over All Grade C2130 C 1 0 // Entry Type C2140 C 1 0 // Data Mailer Created C2150 N 9 0 // Final Site total C2160 N 9 0 // Final Site Land C2170 N 9 0 // RCN C2180 N 9 0 // RCNLD C2190 N 9 0 // Site Land C2200 N 9 0 // Site Total C2210 N 9 0 // Site Excess TOTSQFT N 9 0 // Total Building Square Feet TOTUNT N 6 0 // Total Building Units BUSNAM C 15 0 // Business Name ALTADR C 15 0 // Alternate Address LANDSF N 8 0 // Land Size in Square Feet EXCIMP N 9 0 // Extra Improvement Value A0015 N 7 0 // east cord. A0020 N 7 0 // north cord. A0035 C 25 0 // street name A0045 C 10 0 // street number A0135 C 30 0 // owner name A0440 C 25 0 // print key A0460 N 9 0 // Total Assessment at Time of Sale A0490 N 9 0 // sale price A0510 D 8 0 // sale date



	ASSESSMENT SYSTEM Section 29 Page 24 FILE LAYOUT (Miscellaneous)

	A0515 N 9 0 // Land Assessment at Time of Sale LOTSIZE C 15 0 // arlm lot size SWIS C 6 0 // Swis Code CHKDGT C 2 0 // check digit index on fileKey to comMrkt index on C2010+C2050+fileKey to useVdis Conv2to3 Conversion Version 2 Fields to Version 3 Fields FIELDV2 C 15 0 // field V2 FIELDV3 C 15 0 // field V3 index on fieldV2 to ver2 index on fieldV3 to ver3 IE Commercial Income/Expense File USEDAS C 3 0 // Usedas Code SWIS C 6 0 // Swis Code FILEKEY C 20 0 // File Key PRTKEY C 25 0 // Formated Key BUSNAM C 15 0 // Business Name LOCNUM C 10 0 // Location Number LOC C 20 0 // Street Name VALDIS N 2 0 // Valuation District YRBLT N 4 0 // Year Built LSEBEG N 4 0 // Lease Begin Date LSELEN N 2 0 // Lease Length IEYR N 4 0 // IE Servey Year IERSP C 1 0 // IE Responder UNITS N 6 0 // Number of Units SQFT N 6 0 // Square Feet POTINC N 6 0 // Potencial Income ACTINC N 6 0 // Actual Income ADLINC N 6 0 // Additional Income VACPCT N 6 2 // Vacancy Per Cent INSRSP C 1 0 // Insurance Responsibility INSDLR N 6 0 // Insurance Amount BLDRSP C 1 0 // Building Services Responsibility BLDDLR N 6 0 // Building Services Amount MAINRSP C 1 0 // Maintenance Responsibility MAINDLR N 6 0 // Maintenance Amount UTILRSP C 1 0 // Utility Responsibility UTILDLR N 6 0 // Utility Amount ELECRSP C 1 0 // Electric Responsibility



	*ASSESSMENT SYSTEM* Section 29 Page 25 FILE LAYOUT (Miscellaneous)
	ELECDLR N 6 0 // Electric Amount HEATRSP C 1 0 // Heat Responsibility HEATDLR N 6 0 // Heat Amount RESRSP C 1 0 // Reserve for Replacement Responsibility RESDLR N 6 0 // Reserve for Replacement Amount MANRSP C 1 0 // Management Responsibility MANDLR N 6 0 // Management Amount MISCRSP C 1 0 // Miscelaneous Expense Responsibility MISCDLR N 6 0 // Miscelaneous Expense Amount TAXRSP C 1 0 // Real Estate Tax Responsibility TOTRSP C 1 0 // Total Expense Responsibility TOTDLR N 6 0 // Total Expense Amount POTSF N 5 2 // Potencial Income per Square Foot ACTSF N 5 2 // Actual Income per Square Foot ADLSF N 5 2 // Additional Income per Square Foot POTUN N 5 0 // Potential Income per Unit ACTUN N 5 0 // Actual Income per Unit ADLUN N 5 0 // Additional Income per Unit INSUN N 5 0 // Insurance Expense per Unit INSSF N 5 2 // Insurance Expense per Square Foot BLDUN N 5 0 // Building Expense per Unit BLDSF N 5 2 // Building Expense per Square Foot MAINUN N 5 0 // Maintenance Expense per Unit MAINSF N 5 2 // Maintenance Expense per Square Foot UTILUN N 5 0 // Utility Expense per Unit UTILSF N 5 2 // Utility Expense per Square Foot ELECUN N 5 0 // Electric Expense per Unit ELECSF N 5 2 // Electric Expense per Square Foot HEATUN N 5 0 // Heat Expense per Unit HEATSF N 5 2 // Heat Expense per Square Foot RESUN N 5 0 // Reserve for Replacement Expense per Unit RESSF N 5 2 // Reserve for Replacement Expense per Sq Foot MANUN N 5 0 // Management Expense per Unit MANSF N 5 2 // Management Expense per Square Foot MISCUN N 5 0 // Miscellaneous Expense per Unit MISCSF N 5 2 // Miscellaneous Expense per Square Foot TOTUN N 5 0 // Total Expense per Unit TOTSF N 5 2 // Total Expense per Square Foot NOTE1 C 70 0 // Note Field 1 NOTE2 C 70 0 // Note Field 2 index on useDas + str(valDis,2) to ieUse index on fileKey to ieSbl index on busNam to ieName index on loc + locNum to ieLoc



	*ASSESSMENT SYSTEM* Section 29 Page 26 FILE LAYOUT (Miscellaneous)
	MOBLPARK Mobile Home Park FILEKEY C 26 0 // Filekey LOT C 10 0 // Lot # A0135 C 30 0 // owner name A0155 C 30 0 // street Addr A0270 N 12 0 // total assessment STAR C 1 0 // Star Type E- enhanced R- regular SPACE- n/a NEXTYR C 1 0 // Next Yr applicability N- next yr only MODEL C 10 0 // RM5 model type I6030 N 6 0 // dim 1 I6040 N 6 0 // dim 2 I6060 C 1 0 // grade I6070 C 1 0 // cond I6080 N 4 0 // year built index on FileKey + Lot to MoblPark



	ASSESSMENT SYSTEM ASSESSOR ANNUAL REPORT Section 30 Page 1 The ASSESSMENT SYSTEM provides a complete listing of the current year changes as reported to New York State via the Assessor Annual Report. Under REPORTS, hi-lite the option AAR and press ENTER.



	ASSESSMENT SYSTEM Section 30 Page 2 ASSESSOR ANNUAL REPORT Next, tag the desired municipalities to include in the report along with the option to create the transmittal files and to compress them via the utility PKarc. Press ESC to continue process.


	The first step is to extract the appropriate parcels from the applicable municipalities.



	ASSESSMENT SYSTEM Section 30 Page 3 ASSESSOR ANNUAL REPORT The extracted parcels are then sorted and the AAR reports produced.


	If the Assessor's Annual Report is NOT in balance, the transmittal file RPS210T1. will not be produced and an error message will be displayed.



	ASSESSMENT SYSTEM Section 30 Page 4 ASSESSOR ANNUAL REPORT When the report is completed, the user is prompted to print the reports. To print the reports, hi-lite YES- I DO and press ENTER. To abort the print process, press ESC or hi-lite NO- I DO NOT and press ENTER.



	ASSESSMENT SYSTEM ASSESSMENT CHANGE REASON Section 31 Page 1 The ASSESSMENT SYSTEM provides for a user defined list of reasons for an assessment change. These reasons will appear on the Change of Assessment Notice described in Section 18 and on the main parcel screen. These changes are maintained in the DOS file ASMTCHNG.CFG . Refer to the dos EDIT command in your DOS manual to maintain this file. Below is an example of the dos EDIT screen and the ASMTCHNG.CFG file.



	ASSESSMENT SYSTEM USER DEFINE OTHER BUILDING STYLE Section 32 Page 1 The ASSESSMENT SYSTEM provides for a user defined list of Other Residential Building Styles. Other Styles are defined as those that can not fit in one of the NYSDEA established styles. These styles are maintained in the DOS file OTHSTY.CFG . Refer to the dos EDIT command in your DOS manual to maintain this file. Below is an example of the dos EDIT screen and the OTHSTY.CFG file.



	ASSESSMENT SYSTEM MEMO PAD Section 33 Page 1 The ASSESSMENT SYSTEM provides a method to capture pertinent notes on a parcel. The number of memo's is unlimited. From the main parcel screen press Shift F3.


	The last memo entered is displayed, or if the parcel has no memo's a blank memo screen is shown.



	ASSESSMENT SYSTEM Section 33 Page 2 To add a memo, press the INS key and complete the prompt. Hi-lite YES- I DO and press ENTER to add a memo. Press ESC or hi-lite NO- I DO NOT and press ENTER to abort the memo add procedure.


	The memo add screen appears. The first line has the date, time and user id of the person adding the memo. The next 14 lines are for user input. All blank line are by passed when adding the memo. Enter your notes on the desired lines, pressing ENTER or the DOWN ARROW to proceed to the next line. The UP ARROW moves the cursor to the previous line. Press ENTER from the last line tocomplete the memo add and return to the main memo screen.



	ASSESSMENT SYSTEM Section 33 Page 3



	To correct a line, use the ARROW KEYS to hi-lite the line and press F2.



	ASSESSMENT SYSTEM Section 33 Page 4 An edit window opens, and the user may now correct any desired text and press ENTER. The edit window closes and the corrected text is displayed in the memo window.



	ASSESSMENT SYSTEM Section 33 Page 5 To delete a memo line, use the ARROW KEYS to hi-lite the desired line and press the DEL (DELETE) key. Hi-lite YES- I DO and press ENTER to delete the memo line, else press ESC or hi-lite NO- I DO NOT and press ENTER to abort the memo line delete. Press ESC to return to the main parcel screen.



	*ASSESSMENT SYSTEM* REPORT LIST Section 34 Page 1 The *ASSESSMENT SYSTEM* includes a report writer. Below is a list of reports built by using the report writer. Please feel free to modify the report code to meet your needs. Report Name Description 18020 List of parcels with exemption code 18020 18080 List of parcels with exemption code 18080 41001 List of parcels with exemption code 41001 485B List of parcels qualified for the 485B exemption 5STAR List of potential applicants for STAR exemption AGLAND List of parcels with agland exemption AGLAND1 List of parcels with agland exemption ALTVET List of parcel with alternate vet exemption APP_STAR Star application ASMNT45 A Mam45 like report listing inventory from the RESMRKT database BANKCODE List of parcels by BankCode BIG_SCHL List of largest taxpayers by school district BIG_SPCL List of largest taxpayers by special district BIG_TOWN List of largest taxpayers for the town BLDPERMT List of parcels with an open building permit CSALEUSE List of commercial sale use codes DATAMAIL Data Mailer for residential property EXM2REMV List of exemptions flaged for removal EXM_LIST Exemption listing LBS_ASMT Label for assessment extract LBS_EXM Label for exemptions LBS_SPCL Label for special districts LBS_STR Label for a specific street MEMOPRCL List of parcels with a memo record NEWOWNER New owner questionair



	ASSESSMENT SYSTEM Section 34 Page 2
	NOCOMINV List of parcels without commercial building or use data NORESINV List of parcels without residential building NOSITE List of parcels with out a residential and commercial site NOWATER Parcels not in any water district PROP_CNT Taxable and Assessed values by property class and swis code RESID45 Inventory list of residential property RP467 Aged application RP467RNW Aged renewal application SALE_COD Sale analysis of assessment to sale price to produce a C.O.D. SALE_ST1 List of sales by street SALE_STR List of sales for a group of streets SALE45 Inventory list of sale property SALEQUEST Sale questionair for new owners SCH_CERT Generic school taxable certification form SCHLEXM1 List exemptions by school district SCHLEXM2 List exemptions by school district SPCL1 Cross reference list by special district code in location sequence SPCLNAME Cross reference list by special district code in location sequence TOTLEXMP Totals by exemption code. Values on Exemption records are totaled TOTLPROP Totals by Property Class. Values are totaled from the Asmnt database TOTLROLL Totals by swis code and roll section. Values are totaled from the Asmnt database TOTLSCHL Totals by School District. Values are totaled from the Asmnt database TOTLSPCL Totals by Special District. Values on special district records are totaled TOTLSUM Totals by swis code are produced by totaling Asmnt database USEDAS Report of commercials usedas codes USEDAS1 Report of commercial usedas codes XREF_CLS Cross reference by property class XREF_LOC Cross Reference in location sequence XREF_NME Cross Reference in owner name sequence XREF_SBL Cross Reference in swis-sbl sequence



	*ASSESSMENT SYSTEM* SOFTWARE LICENSE Section 35 Page 1

	LIMITED WARRANTY AND DAMAGE DISCLAIMER IMPORTANT!! CAREFULLY READ THE FOLLOWING TERMS AND CONDITIONS. USING THE SOFTWARE PACKAGE INDICATES YOUR COMPLETE AND UNCONDITIONAL ACCEPTANCE OF THESE TERMS AND CONDITIONS. IF YOU DO NOT AGREE WITH THESE TERMS AND CONDITIONS, promptly return the package and you will be refunded the full amount you paid for the software. LICENSE AND TERM TSL co., Inc. grants you a non-exclusive and non-transferable site license to use the software program and related documentation in this package on any computer owned by the purchaser and operated by an employee of the purchaser. Any attempted sale or transfer of the software or the rights or obligations of this agreement without the prior written consent of TSL co., Inc. shall be void. This license will automatically terminate without notice to you if you fail to comply with its terms. This agreement will be governed by the laws of the State of New York. THE SOFTWARE IS COPYRIGHTED. YOU MAY MAKE COPIES OF THE SOFTWARE ONLY FOR THE USE OF THE PURCHASER. UNAUTHORIZED COPING, REVERSE ENGINEERING, OR DECOMPILING THIS SOFTWARE ARE PROHIBITED. TITLE TO THE SOFTWARE IS NOT TRANSFERRED TO YOU BY THIS LICENSE. OWNERSHIP AND TITLE TO THE SOFTWARE IS RETAINED BY TSL co., Inc. . SOFTWARE LIMITATIONS TSL co., Inc. DOES NOT WARRANT THAT THE SOFTWARE WILL BE FREE FROM ERROR OR WILL MEET YOUR SPECIFIC REQUIREMENTS. YOU ASSUME COMPLETE RESPONSIBILITY FOR DECISIONS MADE AND ACTIONS TAKEN BASED UPON USING THIS SOFTWARE. TSL co., Inc. MAKES NO WARRANTY, EXPRESSED OR IMPLIED, AND MAKES THE SOFTWARE AVAILABLE SOLELY ON AN "AS IS" BASIS. TSL co., Inc. SHALL NOT BE RESPONSIBLE FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES. DAMAGES DISCLAIMER IN NO EVENT SHALL THE LIABILITY (WHETHER BASED ON AN ACTION OR CLAIM IN CONTRACT, TORT OR OTHERWISE) TO ANY PARTY EXCEED THE PURCHASE PRICE OF THE PRODUCT. THIS PARAGRAPH EXPRESSES THE SOLE LIABILITY OF TSL co., Inc. AND YOUR EXCLUSIVE REMEDY.



	ASSESSMENT SYSTEM AUTOMATED BANK CODING Section 36 Page 1 This automates the bank code updating process from the Tax Service Organizations (TSO). The TSO provide a floppy diskette of loan service changes at various times during the year. The bank codes to be applied utilize the universal (standard) format developed by the TSO and the Tax Receiver Organization. Each account carries a Loan Service Date. The Loan Service Date is the date which the TSO was responsible for paying the tax. The later date indicates current tax responsibility. To start the process, hi-lite the AUTOBANK option under VALUE menu and press ENTER.



	Place the TSO diskette in the floppy drive and answer the prompt for the disk drive letter.



	ASSESSMENT SYSTEM Section 36 Page 2 Hi-lite the file to apply and press ENTER.



	A bar graph displays the progress of applying the bank code changes



	ASSESSMENT SYSTEM Section 36 Page 3 To print the Bank Code Audit Report, hi-lite YES- I DO and press ENTER. To print at a later date, press ESC or hi-lite NO- I DO NOT and press ENTER. Refer to the Print Management section for instructions to print at a later time. Below is a sample of the report. This report is designed for a WIDE carriage printer. If your printer is not WIDE Carriage, place printer in condensed mode!


	07/02/95 BANK CODE AUDIT TRAIL REPORT BANKCODE.SDF ASSESSMENT SYSTEM CITY OF BATAVIA SWIS SBL * FROM * * DATA TO * Reason =================================================================================================================================== 180200 84.074-2-24 14-1234 06/30/93 9-54321 06/30/93 Bank Code Applied 180200 84.032-1-12 14-4321 06/30/93 9-54321 06/30/93 Bank Code Applied 180200 84.042-2-26 14-2468 06/30/93 9-24680 06/30/93 Bank Code Applied 180200 71.018-3-19 14-1357 06/30/93 9-13579 06/30/93 Bank Code Applied 180200 84.010-3-14 14-5310 06/30/93 9-13579 06/30/92 Not Applied- Old Date **



	ASSESSMENT SYSTEM Section 36 Page 4 The Loan Service Date determines which TSO will service each account. The following are general guidelines to use : 1) The current 953 form does not have a loan service date. Problems between two (2) or more TSO should be resolved using the latest loan service date (Bank Date). For non-automated TSO enter this date manually (see the screen below). 2) When notified by a Tax Payer of a loan discharge, manually remove the Bank Code and enter the current date in the Bank Date field.



	*ASSESSMENT SYSTEM* GAS / OIL WELLS Section 37 Page 1 The *ASSESSMENT SYSTEM* provides a calculation system for the updating of Gas or Oil Well production values. From the main parcel screen, notice the fields "Gas Well" and "Oil Well" in the lower right hand box. Enter the actual production value reported into each field. The program will calculate and post the total assessment, and the physical increase/decrease from the prior year. The formula to compute the total assessment is as follows : Production Reported x Latest Equalization Rate x NY State Production Factor = Total Assessment NOTE : THE GAS WELL PRODUCTION VALUE CAN ONLY BE UPDATED ON A PARCEL WITH A PROPERTY CLASS OF 731 or 733- GAS WELL !!! NOTE : THE OIL WELL PRODUCTION VALUE CAN ONLY BE UPDATED ON A PARCEL WITH A PROPERTY CLASS OF 731 or 732- OIL WELL !!! The Latest Equalization Rate is maintained via the Municipal Library (see section 26 for more information). The NY State Production Factor is maintained via the Gas/Oil Well / Agricultural Ceiling Section 40. This option can recalculate and repost ALL gas and oil well values. Oil Well Types- 1 Enhanced Recovery 2 Stripper 3 All Other



	ASSESSMENT SYSTEM AGRICULTURAL LAND EXEMPTIONS Section 38 Page 1 The ASSESSMENT SYSTEM provides a calculation system for the updating of Agricultural Land Exemptions. For the ASSESSMENT SYSTEM to calculate the agricultural land exemption value, the soil survey land breakdown must be entered. To enter the soil survey land breakdown, press Ctrl L from the main parcel screen.



	ASSESSMENT SYSTEM Section 38 Page 2 Press F2 and enter the data from the Soil Survey provided by the applicant. The Value of Ineligible Land MUST be manually calculated by the Assessor. The Latest Equalization Rate is maintained via the Municipal Library (see section 26 for more information). After the Soil Survey Data has been entered, the Net Taxable Agricultural Land value and the Exemption Value is calculated and displayed. To post the updated exemption value, press F10. If the parcel has an existing exemption, the exemption is updated, taxable values recalculated, and on-line totals adjusted. If the parcel DOES NOT have an existing exemption, the user is prompted to select one of the following exemption codes : 41720- County formed district or 41730- Outside district The exemption is then added, taxable values recalculated, and on-line totals adjusted. The calculation form can be printed by pressing F9. The following page shows an example of the form. The NY State Ag Land Ceiling Prices are maintained via the Gas Well / Agricultural Ceiling Section 40. This option can recalculate and repost ALL Agricultural exemption values.



	ASSESSMENT SYSTEM Section 38 Page 3



	ASSESSMENT SYSTEM RPTL 520 Forms Section 39 Page 1 The ASSESSMENT SYSTEM prints a notice informing the County of a transfer of a parcel with an exemption that was/will be removed. The RPTL 520 form may be printed as part of the process of entering a sale. This is the recommended procedure. This form may also be printed from the Exemption screen if the exemption has NOT been removed, but has been flagged for deletion.

	To print the RPTL 520 form, press F9. Hi-lite YES- I DO and press ENTER. To abort the process, press ESC or hi-lite NO- I DO NOT and press ENTER.



	ASSESSMENT SYSTEM Section 39 Page 2 Below is example of the RPTL 520 Removal Form. ASSESSMENT SYSTEM NOTICE OF TRANSFER OF EXEMPT REAL PROPERTY CITY OF BATAVIA CITY OF BATAVIA 180200 84.009-1-25 74 RIVER ST. SCHOOL- 180200 BATAVIA CITY SCHOOL PRIOR OWNER NEW OWNER ABRAMS, ALAN L. ALBA ANGELO 74 RIVER STREET BATAVIA, NEW YORK 14020 TRANSFER DATE- 10/10/95 CURRENT ASSESSED PRIOR ASSESSED MUNI TAXABLE CNTY TAXABLE SCHL TAXABLE 85,000 92,600 67,000 67,000 85,000 EXEMPTION MUNI AMOUNT CNTY AMOUNT SCHL AMOUNT VLG AMOUNT 41131 VETS-CV-C/ 18,000 18,000 0 0 EXEMPTION(S) REMOVED ON ________ ______________________________ ASSESSOR



	*ASSESSMENT SYSTEM* GAS / OIL WELL PRODUCTION FACTOR & AGRICULTURAL CEILING PRICES Section 40 Page 1 The *ASSESSMENT SYSTEM* maintains a table (GasWell.Dat) with the current Gas Well Production Factor, (OilWell.Dat) with the current Oil Well Production Factor and a table (AgLand.Dat) with the Agricultural Ceiling Prices as established by the State of New York. To update these tables, use the arrow keys to hi-lite the AG / GAS option under the UTILITY menu and press ENTER.


	Press F2 to update the values listed.



		*ASSESSMENT SYSTEM* Section 40 Page 2 The *ASSESSMENT SYSTEM* can recalculate and post updated values for either the Gas Wells or the Ag Land Exemptions. After entering the current Gas Well Production Factor, press F5 to recalculate and post updated values for any Gas Well with a production amount on file. The bar graph displays the percent completed of the recalculation process. The print file for this report is named GASWELL.PRN .



	To print the GASWELL report, hi-lite YES- I DO and press ENTER. To abort the process, press ESC or hi-lite NO- I DO NOT and press ENTER.



	ASSESSMENT SYSTEM Section 40 Page 3 After entering updated Agricultural Ceiling Prices press F10 to recalculate and post the Ag Land Exemptions . The bar graph displays the percent completed of the recalculation process. The print file for this report is named AGRECALC.PRN .


	To print the AG LAND report, hi-lite YES- I DO and press ENTER. To abort the process, press ESC or hi-lite NO- I DO NOT and press ENTER.



	*ASSESSMENT SYSTEM* Section 40 Page 4 Below is example of the GAS WELL Report- GASWELL.PRN . ASSESSMENT SYSTEM GAS WELL VALUE RECALCULATION SWIS S-B-L CALCULATION ====================================================================== 180200 600.000--./5704 200 * 0.90 * 1.58 = 284 Below is example of the AG EXEMPTION RECALC Report- AGRECALC.PRN . CITY OF BATAVIA LA BOMBARD, MARGERY A. YEAR- 1996 103 RICHMOND AVENUE 05/23/97 09:29:42 BATAVIA, NEW YORK 14020 180200 84.006-2-60 103 RICHMOND AVE. PRCLS 210 CEILING SOIL CEILING PER AC TYPE ACRES VALUE x EQ @100.00% ======================================================================== 603 1A 2.00 1,206 537 1B 2.00 1,074 LAND VALUE 7,500 537 2A 1.00 537 INELIG LAND 500 477 2B 1.00 477 --------------------------- 477 3A 1.00 477 AGRI ASM'T 7,000 410 3B 1.00 410 410 4A 1.00 410 CEILING VAL 6,812 350 4B 1.00 350 350 5A 1.00 350 EXEMPT AMT 188 284 5B 1.00 284 284 6A 1.00 284 223 6B 1.00 223 223 7 1.00 223 157 8 1.00 157 97 9 1.00 97 30 10 1.00 30 3,005 MA 0.00 0 1,953 MB 0.00 0 1,653 MC 0.00 0 1,051 MD 0.00 0 603 AQ 0.00 0 223 W 1.00 223 ======================================== 19.00 6,812 NOTES :________________________________________________________________________________________ _________________________________________________________________________________



	ASSESSMENT SYSTEM EXEMPTIONS Section 41 Page 1 To modify or add an exemption, press F5 from the main parcel screen.


	The above screen displays a blank exemption window. To ADD an exemption press the INS key. At the prompt, press Y or use the arrow keys to hi-lite the Yes- I do prompt and press ENTER to ADD an exemption. To abort the process, press ESC or hi-lite No- I do not and press ENTER.



	ASSESSMENT SYSTEM Section 41 Page 2 Below is example of a blank exemption screen.



	With the exemption name field hi-lited, type in the exemption code or press F2 for a pick list. If the exemption code was typed, notice that the pick list appears and the numbers entered are displayed in the upper left corner of the pick list browse.



	ASSESSMENT SYSTEM Section 41 Page 3 Hi-lite the desired exemption and press ENTER. Then enter the remaining data items.


	Exemption Code- System produced Exemption Description- Pick from exemption browse Initiation Year Termination Year Village Applicability- Y- yes / Space- no Homstead Applicability- Y- yes / Space- no Ownership Percent Exemption Percent of Total Value Exemption Dollar Value



	ASSESSMENT SYSTEM Section 41 Page 4



	To modify an existing exemption record, use the ARROW KEYS to hi-lite the record, PRESS F2 and then enter the corrected data. To delete an exemption record, use the ARROW KEYS to hi-lite the record, and PRESS DEL (Delete). At the prompt, press Y or use the arrow keys to hi-lite the Yes- I do prompt and press ENTER to DELETE the exemption. To abort the process, press ESC or hi-lite No- I do not and press ENTER.



	ASSESSMENT SYSTEM SPECIAL DISTRICTS Section 42 Page 1 To modify or add a special district, press F6 from the main parcel screen. The following screen will appear.



	To ADD a record, press INS (Insert) key and complete the prompt. Press Y or use the arrow keys to hi-lite the Yes- I do prompt and press ENTER to ADD the special district. To abort the process, press ESC or hi-lite No- I do not and press ENTER.



	ASSESSMENT SYSTEM Section 42 Page 2 To complete the special district add, enter the data at the edit window.



	Select the special district code and description from the pop-up browse window. Next, enter the Unit 1 data and then the percent of parcel in the district (Only if less than 100%).



	ASSESSMENT SYSTEM Section 42 Page 3 Then, if applicable, enter the description of the Unit 2 data and the Unit 2 amount. U- Units S- Special District Total Value T- Move Tax E- Special District Taxable Value


	The ASSESSMENT SYSTEM displays the taxable values for capital and maintenance purposes along with the assessed value for special district purposes if the district uses an ad velorum extension. These values can be displayed by pressing the CTRL RIGHT ARROW keys.



	ASSESSMENT SYSTEM Section 42 Page 4 To modify an existing special district record, use the ARROW KEYS to hi-lite the record, PRESS F2 and then enter the corrected data. To delete an special district record, use the ARROW KEYS to hi-lite the record, and PRESS DEL (Delete). At the prompt, press Y or use the arrow keys to hi-lite the Yes- I do prompt and press ENTER to DELETE the special district. To abort the process, press ESC or hi-lite No- I do not and press ENTER.



	ASSESSMENT SYSTEM Section 42 Page 5 The ASSESSMENT SYSTEM provides a program to mass change the Unit #1 or Unit #2 special district fields for user selected districts. The program is SPCLMOVE.EXE . Two (2) control cards are required. SPCLDIST.DAT and MOVEDATA.DAT . SPCLDIST.DAT list the special districts involved in the mass change. Below is an example of the file. SPCLDIST.DAT 30040,UN 30041,UN 30136,SU 30138,UN 30145,UN The format of this file is the five (5) character special district code followed by a comma (,) and either UN for Unit #1 or SU for Unit #2. The second control card is MOVEDATA.DAT which lists the before value and the after value. Below is an example of this file. MOVEDATA.DAT 121.00, 127.00 216.00, 228.00 324.00, 342.00 348.00, 368.00 140.00, 146.00 435.00, 460.00 The format for this file is the starting value which is four (4) postions decimal two (2) positions followed by a comma (,) then the ending value which is four (4) postions decimal two (2) positions. Use the DOS EDIT command to create these ASCII files and then at the DOS prompt type SPCLMOVE and press ENTER to start the programmatic move.



	ASSESSMENT SYSTEM SALES Section 43 Page 1 To modify or add a sale, press F4 from the main parcel screen. The following screen will appear.



	The processes and the function keys that control them are listed in the bottom left corner of the sale window. INS- Add a new sale. DEL- Delete an existing sale. F3- Copy the subject inventory to the hi-lited sale. F8- Display the residential site of the hi-lited sale. F10- Display the commercial site of the hi-lited sale. ESC- Exit to main parcel screen. ENTER- Display hi-lited sale.



	ASSESSMENT SYSTEM Section 43 Page 2 To ADD a record, press INS (Insert) key and complete the prompt. Press Y or use the arrow keys to hi-lite the Yes- I do prompt and press ENTER to ADD the special district. To abort the process, press ESC or hi-lite No- I do not and press ENTER.


	A new sale window appears with some of the subject data filled in. Press F2 and enter the new sale data. The ASSESSMENT SYSTEM will insure that all required data is recorded before the user can exit the sale screen.

ASSESSMENT SYSTEM Section 43 Page 3

Buryer #1 Name

Buyer #2 Name

Seller Name

Date Deed Recorded

Book & Page Deed Recorded in

Number of Parcels

Part of a Parcel Y- yes / Space- no

If part of a parcel-

a) Planning Board with Subdivision Authority

b) Subdivision Approval Required for Transfer

c) Approved for Subdivision with Map

Use at Time of Sale

Ownership Type is Condominium

New Construction on Vacant Land

Property Located Within Agricultural Dist.

Buyer Received a Disclosure Notice Indicating

that Property is in an Agricultural Dist.

Date of Sale Type of Deed

Type of Sale Validity of Sale

Price of Sale Verification of Sale

Dollar Amount of Personal Property Included in Sale

Conditions of Sale

Side of Street

Street Number

Street Name

Property Class

School District

Assessment at Time of Sale

Tax Year of Sale

Assessment to Sale Price Ratio

(system calculated)

Assessor Change Flag

East / North Grid Coordinates

Transmitted Sale

Control Number

Arms Length Sale Y- Yes / N- No



	*ASSESSMENT SYSTEM* Section 43 Page 3.1 Deed Type Codes- B Bargain / Sale C Correcting Deed E Executors F Foreclosure P Other Q Quit Claim T Tax Sale W Warranty Sale Verify Codes- A Assessor D Transfer Record L EA5217 Signer S Other Assessor Change Codes- C Condition of Sale D Date of Sale P Price of Sale



	*ASSESSMENT SYSTEM* Section 43 Page 4 After recording the sale data, the *ASSESSMENT SYSTEM* will check if the parcel has any exemptions. If the parcel has one or more exemptions, the user is prompted to either delete all exemptions now, tag them for removal at a later time or to do nothing. Use the report writer and the report EXM2REMV.RH2 to list all parcels to be removed at a later date.



	The *ASSESSMENT SYSTEM* will also print a Notice of Transfer of Formerly Exempt Property to assist in the calculation of tax dollars owed. To print a form press Y or hi-lite Yes- I DO and press enter. To not print a form, press ESC or hi-lite No- I Do Not and press ENTER



	ASSESSMENT SYSTEM Section 43 Page 5 The SALE VALIDATION field has three (3) choices. 1) Invalid 2) Valid- Copy Inventory to Sale and Market Files 3) Valid- Do Not Copy Inventory to Sale and Market Files If choice #2 is choosen, then the subject inventory is automatically moved to the sale and market files. Otherwise it is not. Moving the inventory means that the sale data will be transmitted to the State and that the sale will be available for comparable selection.



	To modify or correct data on a sale, hi-lite the sale record and press ENTER. This will display the sale information screen. Next press F2 for the edit/modify mode. To delete a sale, hi-lite the desired sale and press the DEL (Delete) key. Complete the prompt to delete the sale.



	ASSESSMENT SYSTEM Section 43 Page 6 Inventory may be moved to either the sale or market files by pressing F3 and selecting the option desired at the prompt.



	ASSESSMENT SYSTEM ANNUAL FILE MAINTENANCE Section 44 Page 1 The ASSESSMENT SYSTEM provides a program that prepares the assessment file to begin the next roll changes. This program is called Annual File Maintenance (AFM.EXE) . At the DOS prompt type AFM and press ENTER. NOTE : PRIOR TO AFM, UPDATE THE TAX YEAR FOUND IN THE MUNICIPAL LIBRARY FOR EACH JURISDICTION (SWIS CODE) !!



	To process Annual File Maintenance press Y or use ARROW KEYS to hi-lite Yes- I Do prompt and press ENTER. To abort the AFM, press ESC or hi-lite No- I Do Not and press ENTER. As stated in the screen above, four (4) print files are produced. Print and review the reports prior to entering any changes ! After AFM, recalculate assessment total using the Assessment System program.



	ASSESSMENT SYSTEM Section 44 Page 2 Tag the data management fields to initialize. Press the SPACE BAR or the ENTER key to tag each field. The check mark left of each field indicates a field to initialize. Press ESC when the tagging process is completed.



	Special district detail records can be initialized or removed from the database. To build a list of special districts to initialize, answer YES at the prompt. To build a list, press Y or use ARROW KEYS to hi-lite the Yes-I Do prompt and press ENTER. To bypass this process, press ESC or hi-lite No- I DO Not and press ENTER.



	ASSESSMENT SYSTEM Section 44 Page 3 A browse list window of special district to initialize appears.



	To ADD a special district, press INS. A browse list of special districts pops up. Hi-lite the desired special district and press ENTER to select and ADD to the list.



	ASSESSMENT SYSTEM Section 44 Page 4 For each special district selected, choose one of the following options : 1) YES- Removes special district detail record. 2) NO- Initializes UNIT 1 and UNIT 2 amounts, but record is still active.


	As each district is selected it is added to the select browse. Press ESC when all special districts have been added to list.



	ASSESSMENT SYSTEM Section 44 Page 5 Next, answer prompt to remove INVALID SALES.





	Answer YES- to remove old sales and then enter the date for which sales older than this date are to be deleted. The first process is to initialize assessment fields and to remove deleted records. These parcels are reported in the print file AFM1.PRN .



	ASSESSMENT SYSTEM Section 44 Page 6 Special district records are either initialized or removed based on the pick list created earlier. These records are reported in the ARM2.PRN report file.


	Exemption records with a termination year less than the current tax year are removed. The tax year is found in the MUNICIPAL LIBRARY record for each swis code. These records are reported in the ARM3.PRN report file.


	Tagged Land record fields are initialized.



	Next, tagged Residential fields are initialized.



	ASSESSMENT SYSTEM Section 44 Page 7 Tagged Improvement fields are then initialized.



	Finnally, tagged Commercial fields are then initialized.


	Sale file is sorted into sale sequence order.



	Now the Sale file is re-sequenced. Those sales removed are reported in the print file ARM4.PRN .



	ASSESSMENT SYSTEM Section 44 Page 8 The Sale file index is rebuilt.



	Finally, the databases are packed and indexes rebuilt in the following order : 1) Packing Assessment Database 2) Packing Resident Site Database 3) Packing Land Record Database 4) Packing Improvement Database 5) Packing Sketch Database 6) Packing Picture Database 7) Packing Commercial Site Database 8) Packing Commercial Building Database 9) Packing Commercial Use Database 10) Packing Special District Database 11) Packing Exemption Database 12) Packing Sale Record Database



	ASSESSMENT SYSTEM Section 44 Page 9 This is an example of the file ARM1.PRN ASSESSMENT SYSTEM ANNUAL FILE MAINTENANCE ASSESSMENT FIELD INITIALIZATION SWIS S-B-L MESSAGE ====================================================================== 180200 84.009-4-4 REMOVED PARCEL AND ASSOCIATED RECORDS 180200 84.009-4-4.1 INITIALIZED SPLIT / MERGE FIELD A0210 9,403 INITIALIZED AAR FIELD A0245 72,100 180200 84.009-4-6 REMOVED PARCEL AND ASSOCIATED RECORDS 180200 84.009-4-6.1 INITIALIZED SPLIT / MERGE FIELD A0210 9,403 INITIALIZED AAR FIELD A0245 55,700 180200 84.009-4-17.1 INITIALIZED AAR FIELD A0275 9,200 180200 84.011-1-1 INITIALIZED AAR FIELD A0295 423,300 180200 84.011-1-5 REMOVED PARCEL AND ASSOCIATED RECORDS 180200 84.011-1-5.1 INITIALIZED SPLIT / MERGE FIELD A0210 9,408 INITIALIZED AAR FIELD A0245 105,800 180200 84.011-1-5.2 INITIALIZED SPLIT / MERGE FIELD A0210 9,408 INITIALIZED AAR FIELD A0245 11,500 180200 84.011-2-15 INITIALIZED AAR FIELD A0295 31,500 180200 84.012-1-25 INITIALIZED AAR FIELD A0295 137,500 INITIALIZED AAR FIELD A0300 45,600 180200 84.012-3-3 INITIALIZED AAR FIELD A0295 12,600 180200 84.012-3-68 INITIALIZED AAR FIELD A0295 4,800 180200 84.013-1-42.3 INITIALIZED AAR FIELD A0295 117,000 180200 84.013-1-44 REMOVED PARCEL AND ASSOCIATED RECORDS 180200 84.013-1-45 REMOVED PARCEL AND ASSOCIATED RECORDS 180200 84.014-2-13.1 INITIALIZED AAR FIELD A0295 4,000 180200 84.014-2-25 INITIALIZED AAR FIELD A0295 40,000 180200 84.014-2-26 INITIALIZED AAR FIELD A0295 59,400 180200 84.014-2-51 REMOVED PARCEL AND ASSOCIATED RECORDS 180200 84.015-1-28.1 INITIALIZED AAR FIELD A0295 5,800 180200 84.015-1-29 INITIALIZED AAR FIELD A0295 6,500 180200 84.015-2-18 INITIALIZED AAR FIELD A0295 26,960 180200 84.015-3-20 INITIALIZED AAR FIELD A0295 1,000 180200 84.018-1-13 INITIALIZED AAR FIELD A0295 4,000 180200 84.019-2-61 INITIALIZED AAR FIELD A0295 9,900 180200 84.019-3-66 INITIALIZED AAR FIELD A0295 1,500 180200 84.020-1-10 INITIALIZED AAR FIELD A0275 14,400 180200 84.020-1-56 INITIALIZED AAR FIELD A0295 3,500 INITIALIZED AAR FIELD A0300 1,500 180200 84.020-1-71 INITIALIZED AAR FIELD A0275 11,900 180200 84.020-1-74 REMOVED PARCEL AND ASSOCIATED RECORDS



	ASSESSMENT SYSTEM Section 44 Page 10 This is an example of the file ARM2.PRN ASSESSMENT SYSTEM ANNUAL FILE MAINTENANCE SPECIAL DISTRICT INITIALIZATION SWIS S-B-L MESSAGE ====================================================================== 180200 84.065-2-7 REMOVED RECORD MT001 This is an example of the file ARM3.PRN ASSESSMENT SYSTEM ANNUAL FILE MAINTENANCE SPECIAL DISTRICT INITIALIZATION SWIS S-B-L MESSAGE ====================================================================== 180200 85.075 REMOVED EXEMPTION 47600 19,900



	ASSESSMENT SYSTEM Section 44 Page 11 This is an example of the file ARM4.PRN ASSESSMENT SYSTEM ANNUAL FILE MAINTENANCE SALES REMOVED SWIS S-B-L MESSAGE ====================================================================== 180200 84.005-1-10 REMOVED SALE 06/01/90 OLD SALE 180200 84.005-1-12 REMOVED SALE 06/01/90 OLD SALE 180200 84.005-1-14 REMOVED SALE 07/01/90 OLD SALE 180200 84.005-1-59 REMOVED SALE 12/27/90 OLD SALE 180200 84.005-1-70 REMOVED SALE 08/10/90 OLD SALE 180200 84.005-1-77 REMOVED SALE 11/29/90 OLD SALE 180200 84.005-1-87 REMOVED SALE 12/14/90 OLD SALE 180200 84.005-2-7 REMOVED SALE / / OLD SALE 180200 84.005-2-15 REMOVED SALE 08/06/90 OLD SALE 180200 84.005-2-17 REMOVED SALE 05/01/90 OLD SALE 180200 84.006-1-8 REMOVED SALE 01/01/90 OLD SALE 180200 84.006-1-9 REMOVED SALE 01/01/90 OLD SALE 180200 84.006-2-44 REMOVED SALE 11/15/90 OLD SALE 180200 84.006-3-10 REMOVED SALE 06/01/90 OLD SALE 180200 84.006-3-54 REMOVED SALE 11/01/90 OLD SALE 180200 84.006-3-66 REMOVED SALE 03/01/90 OLD SALE 180200 84.006-3-73 REMOVED SALE 07/01/90 OLD SALE 180200 84.006-4-15 REMOVED SALE 11/20/90 OLD SALE 180200 84.007-1-10 REMOVED SALE 01/01/90 OLD SALE 180200 84.007-1-17 REMOVED SALE 08/30/90 OLD SALE 180200 84.007-1-24 REMOVED SALE 02/01/90 OLD SALE 180200 84.008-1-9 REMOVED SALE 04/01/90 OLD SALE 180200 84.008-1-21 REMOVED SALE 10/05/90 OLD SALE 180200 84.008-1-22 REMOVED SALE 10/05/90 OLD SALE 180200 84.008-2-51 REMOVED SALE 02/01/90 OLD SALE 180200 84.008-2-68 REMOVED SALE 07/01/90 OLD SALE 180200 84.008-2-81 REMOVED SALE 06/01/90 OLD SALE 180200 84.008-2-82 REMOVED SALE 06/01/90 OLD SALE 180200 84.008-2-83 REMOVED SALE 10/05/90 OLD SALE 180200 84.009-1-4 REMOVED SALE 11/05/90 OLD SALE 180200 84.009-1-42 REMOVED SALE 03/01/90 OLD SALE 180200 84.009-1-46.3 REMOVED SALE 08/28/90 OLD SALE 180200 84.009-1-68.2 REMOVED SALE 04/01/90 OLD SALE 180200 84.009-1-69 REMOVED SALE 08/13/90 OLD SALE



	ASSESSMENT SYSTEM EXPORT DATA BY MAP SECTION Section 45 Page 1 The ASSESSMENT SYSTEM provides a program that will extract subject data by map section. A list of either Map Sections or Map Sub-Sections are entered and the data is extracted, compressed using PKArc, then copied to floppy diskette.



	ASSESSMENT SYSTEM Section 45 Page 2 To select a map section, press the INS (Insert) key and enter either the map section or map sub-section, zero filling the field. In the example below, map 84.06 is entered as 084006.



	ASSESSMENT SYSTEM Section 45 Page 3 Next map 84.10 is selected by entering 084010. When desired map have been selected, press F10 to extract.



	ASSESSMENT SYSTEM Section 45 Page 4 The following are the steps involved with the extract process. 1) Standard files are copied. These include the complete sale, resMrkt, libraries, and total files. 2) Each map section subject data is copied. This includes the asmnt, exemption, special district and inventoy files. 3) Indexes are created for the extracted databases. 4) Extracted files are compressed using PKArc to the file DATA_EXT.ARC 5) DATA_EXT.ARC is copied to floppy diskette.



	ASSESSMENT SYSTEM Section 45 Page 5



	ASSESSMENT SYSTEM BACKUP DATABASES Section 46 Page 1 The ASSESSMENT SYSTEM provides a method that will backup the databases and then copy the file to floppy diskette. The ASSESSMENT SYSTEM will maintain ten (10) copies of the backup data arcive file. Each name is BACK1.ARC, BACK2.ARC, BACK3.ARC ... etc and is auto-configured by the ASSESSMENT SYSTEM. On the eleventh backup, the ASSESSMENT SYSTEM will determine the name of the oldest backup file and reuse that file name. To start the database backup, answer Yes- I Do at the prompt.



	ASSESSMENT SYSTEM Section 46 Page 2



	To copy the database backup to floppy diskette, answer Yes- I Do at the prompt.



	ASSESSMENT SYSTEM ASSESSMENT ROLL PRINT Section 47 Page 1 The ASSESSMENT SYSTEM provides a means to create an assessment roll. To create the assessment roll, answer Yes- I Do at the prompt.



	ASSESSMENT SYSTEM Section 47 Page 2 Tag ALL municipalities to create an assessment roll for. To tag a municipality, hi-lite the municipality and press the SPACE BAR. Press the SPACE BAR AGAIN to deselect the municipality. When all desired municipalities have been selected, press ESC to continue.


	Enter the starting and ending pages to print. If starting and ending pages are "0", totals only will be printed. An ending page of "999,999" will ensure all pages are printed. Next enter the Valuation date (Valu Date), the taxable Status date (Stat Date) and the Assessment Roll Year. Select the type of assessment roll from the pick list by hi-liting the item and pressing ENTER.



	ASSESSMENT SYSTEM Section 47 Page 3 Hi-lite the sequence to print the assessment roll in and press ENTER. The assessment file is then sorted into the selected sequence.



	ASSESSMENT SYSTEM Section 47 Page 4 The assessment roll is created with the bar graph and the records read displaying the progress. Upon completion, the print file is PKArc'd into the file ASMTROLL.ARC in the DnLoad subdirectory and the user is prompted to copy the file to floppy diskette. Finally the user is prompted to print the roll.



	ASSESSMENT SYSTEM NEXT YEAR PROCESSING Section 48 Page 1 The ASSESSMENT SYSTEM provides a method to process changes for the Next Year Roll after the current year roll is final and the AAR has been transmitted. To start Next Year Processing first set the flag in the library for EACH applicable municipality. To set the flag, edit the municipal library record and chage Change the item Next Year Proc to YES. Refer to the Municipal Library section of the manual on how to make a library change..



	ASSESSMENT SYSTEM Section 48 Page 2 Next Year processing message is now displayed in the upper left hand corner of the parcel screen. Exemption and special district screens also refer to next year records.

	To make a current year change when processing next year changes, toggle to the current year mode bye pressing CTRL F2 (Control F2). The Next Year processing message no longer displays signifing current year processing is now in effect for this parcel only. Make the court ordered change as displayed below.



	ASSESSMENT SYSTEM Section 48 Page 3 Press CTRL F2 (Control F2) to return to Next Year Processing. The Current and Next Year record value fields are compared and the differences are listed in the message box displayed. The message box asks the user if the value changes are to be applied to the Next Year record. If they are applicable to the next year record, then press Yes- I Do to update the Next Year record, else press ESC or hi-lite No- I Do Not to NOT update the Next Year record.



	ASSESSMENT SYSTEM Section 48 Page 4 A similar message box is displayed when a current year exemption or a current year special district is added during next year processing.



	*ASSESSMENT SYSTEM* Section 48 Page 5 NOTES : 1) On-line totals will only reflect CURRENT YEAR TOTALS. 2) Down loaded RPS995T1. file will NOT contain Next Year Records. Next Year name, address and bank code changes are move into the current year record for down load purposes. 3) All reports should be modified to omit any ASMNT (Assessment) record with field A0555 = "**" (Next Year Designation).



	ASSESSMENT SYSTEM Picture Conversion Section 49 Page 1 The ASSESSMENT SYSTEM provides a program to convert and sequence digitized pictures. The PIC_CONV.EXE is run from the dos prompt. First set the input file directory. Next set the directory for the output (converted) files. A browse windows displays all the files contained in the Input Directory. Tag the desired file(s) to convert. To tag a file, use the arrow keys to hi-lite the desired file and then press the SPACE BAR. A check mark under the Tag column indicates the selection. Press the SPACE BAR again to deselect the file.




	When all desired files have been tagged, press F10 to convert them. As each file is converting, the input picture is displayed in the upper left quarter of the screen. When the picture conversion is complete, the output picture is displayed in the lower left quarter of the screen. The input file and output file names are shown in the upper right quarter of the screen. The output file number is the number of files in the output directory and automatically computed by the program. Press any key to convert the next picture.



	*ASSESSMENT SYSTEM* Aged Exemption Auto-Calc Section 50 Page 1 The *ASSESSMENT SYSTEM* provides an option to auto-calculated the appropriate exemption codes for the aged exemption. From the owner's screen, press CTRL - S. Enter the applicants yearly income at the prompt at the lower right portion of the screen. The program will calculate the exemption code(s) and percentage(s) based on the income level previously entered into the municipal and school library records. See section 26 for more information on entering the income level. Press Y or hi-lite Yes- I Do and press ENTER to add the exemption code(s) and percent(s) listed. Press ESC or hi-lite No- I Do Not and press ENTER to cancel the exemption add process.



	*ASSESSMENT SYSTEM* To Do- Tickler File Section 51 Page 1 The *ASSESSMENT SYSTEM* provides an on-line "To Do" calendar. This "Tickler" file displays an appointment calendar by User-ID / Date sequence. The "Tickler" file may be accessed from either the main menu - QUIT / TICKLER or by press F12 from the main parcel owner's screen.



	*ASSESSMENT SYSTEM* Section 51 Page 2 To ADD an appointment to the Tickler file, press INS and answer Yes at the prompt. Then enter the date to review the note along with the note data. The current date and the property location are pre-entered for your convenience.



		*ASSESSMENT SYSTEM* Section 51 Page 3 To Delete an appointment, hi-lite the appropriate note and press DEL. Answer Yes at the prompt to delete the note.


	An appointment list by user may be printed. From the Tickler screen, press F9 and answer YES at the prompt. Then enter the user id and the date range for the appointment list.



	*ASSESSMENT SYSTEM* Section 51 Page 4 To Delete an appointment, hi-lite the appropriate note and press DEL. Answer Yes at the prompt to delete the note.



	*ASSESSMENT SYSTEM* Basic Star Section 52 Page 1 The *ASSESSMENT SYSTEM* provides an automated method to post the Basic Star Exemption. From the main parcel owner's screen press CONTROL (CTRL) T. A window, shown below, appears. To post the exemption, hi-lite "Add Star Exmpt" and press ENTER. To delete the exemption, hi-lite "Delete Star Exmpt" and press ENTER.



	The Basic Star Exemption may be added to any residential property that is owner occupied and property class 416 - Mobile Home Parks. Press CONTROL (CTRL) T to display the inventory screen below.



	*ASSESSMENT SYSTEM* Section 52 Page 2 A list of mobile home owners is displayed. This list may be appended by pressing INS and answering Yes to the prompt to add a record. Hi-lite the line and press DEL to delete a record. To edit or modify a record, hi-lite the line and press F2. Then enter the corrected data in the window displayed below. When all owners have been entered, press F10 to post the star exemptions, Basic and Enhanced, to the file. Remember, the maximum exemption for each mobile home is the greator of the assessed value of the mobile home and the maximum star exemption value. The sum of all basic star values is posted under the basic star code, while the sum of the enhanced star values is posted under the enhanced star code.



	Pressing F9- Print allows the user to print labels or a list of list of park properties. Labels use the report file LBS_TPARK.RH2, the park list uses the report file MHPARK.RH2 . These files may be customized via the report writer.