WinGAP HB233 Module

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WinGAPHB233 Module
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HB233 Module

• Version 3.10.x
• Provides a means of maintaining Moratorium
  Appraised Value (MAV)
• Fields added to contain and hold MAV
• Procedures in place to initially load MAV and
  update MAV
• Fair Market Value (FMV) is, also, maintained

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HB233 Module

• COA notices will reflect MAV
• Consolidation reports for both FMV and MAV
• Digest Submission Reports modified for MAV
• PRC will be modified to print MAV

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HB233 Module

• Counties divided into 4 categories
• Cat 1
• Inflationary growth increases present in 2009
  data
• Cat 2
• County has removed all inflationary increases
  from 2009 data

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HB233 Module

• Counties divided into 4 categories
• Cat 3
• An HB folder has been setup for the purpose of
  removing inflationary growth
• True FMV maintained in 2009 folder
• Cat 4
• Exempt from HB233 provisions
• Undergoing comprehensive revaluation
• Brave Heart counties

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HB233 Module

• Cat 1 Inflationary Increases in 09 data
• COA reasons are key to assigning growth
• Parcel with positive inflationary growth
• Property items compared to previous year item
• Lesser of two values assigned to MAV
• New item values assigned to MAV
• Parcel with zero or negative inflationary growth
• 2009 property item values assigned to MAV

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HB233 Module

• Cat 1 Issues
• Not credited for all real growth
• Value of additions to structures on parcels with
  infl growth are thrown into infl growth
• New structure values are assigned to real growth
• Due to the above, structures with new additions
  will have an understated MAV

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HB233 Module

• Cat 2 No positive Inflationary Growth in 2009
• 2009 values of property items assigned to MAV

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HB233 Module

• Cat 2 Issues
• Loss of true FMV
• FMV does not include schedule updates, re-grading
  of structures

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HB233 Module

• Cat 3 Non-Inflationary data and FMV data in
  separate folders
• Non-inflationary values will be pulled from
  appropriate folder and assigned to MAV for each
  item
• Typically, non-inflationary folder name is
  something like HB2009 or HB233

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HB233 Module

• Cat 3 Issues
• Keeping up with 2 appraisal years
• 2009
• HB folder (HB2009, HB233)

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HB233 Module

• Cat 4 Exempt from HB233 provisions
• MAV fields will not be updated
• Normal FMV will be maintained

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HB233 Module

• Cat 4 Issues
• Undertaking a revaluation
• nuff said
• Exempt by provisions of HB233
• Putting up with envy from other counties
• Multitude of questions from taxpayers
• Brave Heart counties
• Missing an inflationary value increase
• No maintainence of FMV

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HB233 Module

• All property types impacted
• Real
• Personal
• Prebilled Mfg Homes
• Motor Vehicles

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HB233 Module

• Value increase from Inflationary Property Changes
  will prompt user for Owner Request/Error
  correction
• Yes MAV FMV Update
• No FMV Update only

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Infl Value Increase Prompt
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HB233 Module

• Value decrease from Inflationary/Real Property
  Change will auto update MAV FMV
• Reduce land influence
• Reduce grade
• Reduce functional
• Reduce square footage
• Change boat pricing from Cost to ABOS

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HB233 Module

• Value increases resulting from schedule updates
  will update only FMV
• Live value calculations take place when item
  screen is opened (editing)
• Value before screen is opened 150,000
• Value displayed after screen is opened 160,000
• FMV updated by 10,000 MAV not changed
• Reappraise
• Value decreases from schedule updates will update
  MAV FMV

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HB233 Module

• Real Growth changes will update MAV FMV
• Value of new property items auto update MAV FMV

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HB233 Module

• Inflationary growth will be separated from real
  growth as changes are made to each property item
• Land
• Residential Improvement
• Commercial Improvement
• Accessories
• Mfg Housing
• Personal Property

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HB233 Module

• Separation of growth value will be based on
  changes to property characteristics and
  subsequent value modification
• Property characteristics will be segregated into
  Inflationary and Non-Inflationary categories

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HB233 Module

• Inflationary Value Changes
• Update Non-Allowable variable
• Non-Inflationary Value Changes
• Update Allowable variable
• Prompt for value change occurs when Non-Allowable
  value is greater than zero

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HB233 Module

• Inflationary property characteristic examples
• Land Influences
• Grade of Structure
• Obsolescence and Other Factors
• Change in Pricing Method
• Mfg Homes NADA Cost
• Marine ABOS Cost

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HB233 Module

• Non-Inflationary property characteristic
  examples
• Acres
• Area/Dimensions of Structure
• Ext Walls, Floor Covering, etc

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HB233 Module

• Override Values for all Property Items
• When newly keyed override value exceeds the
  previous years item value, user will be prompted
  for Error/Owner Request
• If response is Yes, MAV updated
• If override value is less than previous years
  value, MAV automatically updated with new
  override value

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Previous Year MAV

• Previous year MAV for each property item retained
  in mavorig field
• Updated during Yearend Cleanup
• Used in determining if prompt should appear
• If new value gt mavorig and any portion of new
  value is inflationary, prompt appears
• Displayed when mouse hovers over MAV button (MAV
  Ag for land)

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Previous Year MAV Value
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Preferences Screen
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Preferences

• Checking Exempt from provisions of HB233
• Should only be checked for 2 situations
• County explicitly exempt by verbiage in HB233
• Richmond
• Houston
• County undergoing a Comprehensive County-Wide
  Revaluation
• Must be unchecked when you rollover to 2010
• Countys responsibility to uncheck

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Preferences

• Checking Exempt from provisions of HB233
• MAV fields visible
• County will operate under current FMV scheme
• No prompting for MAV changes
• All MAV values set to zero

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General Info Screens

• Value summary for FMV and MAV will be displayed
• Current Previous
• Property Item (land, imp, boat, etc) summation
• Previous MAV for Real Personal can be edited by
  clicking button with MAV Prev text

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General Info Screens

• Access buttons for property items modified
• No Add/Edit buttons
• Text describing item is now button to be clicked
  for access
• Hot Keys function in same manner
• Number of items displayed on button in ()
• If no number is present, no item exits

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Real Property Gen Info
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Personal Property
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Prebilled Mfg Home
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Property Item Screens

• Value for FMV and MAV will be displayed
• MAV button(s) available to allow manual changes
  to MAV
• Click MAV button
• Key value
• Tab out
• Land has Ag Pref MAV buttons

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MAV Buttons

• WARNING!!!
• Values keyed via MAV button are not monitored
• Any value entered will be accepted with no
  prompts
• Keyed MAV values are permanent only for screen
  session
• Future changes to property could modify MAV

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Working with MAV

• Order of processing changes that affect value
  DOES matter
• Non-infl changes made first saved generates
  lower MAV
• Infl changes made first result in a portion of
  Infl Value being added to MAV

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Working with MAV
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Working with MAV

• Prev-MAV is zero
• Should be same as Curr-Mav
• Click Edit button to change / Tab out

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(No Transcript)
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Land
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Land Acres Change (non-Infl)

• Acres increased to 15
• Change saved with OK
• FMV MAV are updated with no prompt

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Land w/ Infl Change after Non-Infl

• After acre change is saved, View influence (1.25)
  added (Apply button clicked)

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Land w/ Infl Change after Non-Infl

• Prompt for assignment of Value Difference

MAV
FMV
Prompt
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Land w/ Infl Change after Non-Infl

• No response to prompt
• Non-infl chgs made first

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Land w/ Infl Chg First

• View influence changed first from 1.00 to 1.25
• Apply clicked
• Acreage changed from 10.00 to 15.00
• OK clicked

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Land w/ Infl Change First

• No response to prompt
• Infl chgs made first

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Value Differences
Non-Infl Changes First
5291
Infl Changes First
4668
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Value Calculation w/ Non-Inflationary First
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Value Calculation w/ Inflationary First
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LandNon-Inflationary Characteristics

• Acres
• Front Feet
• Depth
• Square Feet
• Lots

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Residential Improvements

• Updates to MAV function under the same principles
  as those for land
• Certain property characteristics are regarded as
  inflationary value contributors
• Other characteristics are non-inflationary
  contributors to value

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Residential Improvement

• Non-Inflationary

• Inflationary

• Occupancy, Foundation
• Ext Walls, Roofing, Roof Shape
• Flr Cons, Flr Fin, Int Wall
• Int Ceiling, Heat
• Percent Complete
• Fireplace/Misc
• Basement/Attic
• Structure Areas (Sketching)

• Grade
• Year/Eff Yr Built
• Obsv Cond
• Functional
• Economic
• Phys Depr Ovr
• CD

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Residential Improvement Non-Inflationary MAV
Updates

• Before Heat Change

• After Heat Change

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Residential Improvement Inflationary MAV Updates

• After Grade Change
• No Response

• Before Grade Change

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Commercial Improvements

• Separation of inflationary (non-allowable) and
  non-inflationary (allowable) value changes are
  the same as with Residential Improvements
• MAV represents structure value (no Extra
  Features)
• MAV maintained separately for individual EF
• Total EF MAV transferred to Commimp record

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Commercial Improvement

• Non-Inflationary

• Inflationary

• Used As, Built As
• Const Type, Life Exp
• Wall Ht
• Area, Perimeter (Sketches)
• Percent Complete
• Common Wall
• Structure Details
• Identical Units

• Grade
• Year/Eff Yr Built
• Functional
• Economic
• Phys Depr Ovr
• Other Fact

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Mfg Housing

• Non-Inflationary

• Inflationary

• Mfg/Model
• Size
• Tip Out
• Ext Wall, Roofing
• Foundation
• Heat, Fireplace
• Plumbing
• Story Height

• Class
• Year/Eff Year
• Condition
• Ovr Dep
• Func Obs
• Econ Obs
• Calculation Method

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Accessory Imps (Outbldgs, Extra Features, Addons)

• Non-Inflationary

• Inflationary

• Description
• Width / Length
• Ovr Area / Units
• Identical Units
• Pct Complete

• Year Built
• Grade
• Depr Ovr
• Func Obs
• Func Obs
• Econ Obs
• Rank (for Ex Feat)

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Personal Property

• With exception of Marine items, all personal
  property changes will be automatically placed in
  MAV
• No prompt for value increase

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Cost MAV Update

• Before Changes

• After Changes

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Marine MAV Update

• Before Changes

• After Changes

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Other HB233 Changes

• PRC - Real
• Now prints MAV if county is not exempt
• Totals
• Land
• Accessory
• Res Imp
• Comm Imp

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Other HB233 Changes

• PRC page 1

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Other HB233 Changes

• PRC Res Imp

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Other HB233 Changes

• Digest Submission Reports
• Digest Submission Reports.rpt
• Growth Calculation Routine
• Growth.exe
• MAV used
• Audit Dept Digest Study
• Wgaudit.exe (Both FMV FMV)

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Other HB233 Changes

• Digest Export
• Both FMV MAV
• Change of Assessment Notices
• Coa.rpt
• Coa_rp.rpt
• Ppcoa.rpt
• Coa_rp.prt

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Other HB233 Changes

• Ratio Studies
• Still calculated on FMV
• Edit Log entries
• Records Allow No Allow Changes

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Questions??