New Features #

New Features

Released to Clients on 09/15/2016

This release includes the following additions and modifications to functionality:

1.1 Comparables

1.1.1 Scoring by % GLA

  • Currently, PACS can be configured to score RESIDENTIAL comparables based on a variance in total GLA (e.g. declining 5 points per 100 Sq Ft of difference between the subject and comp). Changing the metric for this score from total GLA to % of GLA (e.g. declining 5 points per every 10% Sq Ft of difference between the subject and comp) would allow each client to determine the most appropriate method.
    • Tools> Comparable Property> Comparable Property Maintenance


  • For both the System default and the User specific scoring, a new option has been added to allow the office to score by a percentage of Gross Living Area.
  • Examples:

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1.1.2 Search by Situs Zip Code

  • This enhancement will allow the user to search RESIDENTIAL comparable properties by SITUS zip code. User would have the option to default the comparable property search by subject property situs zip code and also be able to see situs zip code information in the comparable grid.

Tools> Comparable Property> Comparable Property Maintenance

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  • For both the System default and the User specific Load Settings, a new option has been added to allow Situs Zip Code to be included in the load settings.
  • For both the System default and the User specific Display Settings, a new option has been added to allow Situs Zip Code to be displayed in the grid.
  • This is implemented for both the primary and secondary Sales and Equity settings.
    • PACS Appraisal > File > Open > ComparablesResidential

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1.2 Images

1.2.1 Edit Images in Preview

  • This enhancement would provide the ability to edit scanned images in preview mode rather than waiting until after the image is saved and stored in PACS.

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  • Images for each account level are updated: property, protest, inquiry, income valuation, entity, mortgage, taxpayer, agent, arbitration, and lawsuit.
  • This affects the preview of scanned images with picture type TIF and Color, through the PACS viewer. Other image types using a separate viewer; i.e. PDF, excel, are not affected by these changes.
    • Rescan – existing scanned pages should be removed and the re-scanned ones should be added. This mimics the current rescan functionality for a saved image.
    • Insert – scanned page(s) should be inserted. This mimics the current insert functionality for a saved image.
    • Append – scanned page(s) should be appended at the end of all the current pages. This mimics the current append functionality for a saved image.
    • Replace – scanned page should replace the current page. This mimics the current replace functionality for a saved image.
    • Delete – selected page should be deleted. This mimics the current delete functionality for a saved image.
    • Rotate – selected page(s) should be rotated left or right. This mimics the current rotate functionality for a saved image.

1.3 Online Appeals

1.3.1 Hearing Schedule/Reschedule Details in Email

  • Taxpayers can schedule and reschedule hearings online if the CAD office elects the function. Once successfully scheduled or rescheduled, an email is sent to the TP email address associated with the account.
    • Recently, the email text was made customizable. Some data elements associated with the property are included in the email but not customizable; File as Name, Property ID, and Case ID.
    • When the Taxpayer schedules or reschedules online, the email now includes the hearing date, time and location details. These details are not customizable.

NOTE : Scheduling or rescheduling from PACS will not include the hearing date and time in the email, at this time.

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1.3.2 Offer Amount in Email

  • Once the CAD makes a decision to present an offer or decides not to make an offer, an email is sent to the Taxpayer. The TP must accept or reject each settlement offer action, even when the CAD indicates no offer will be extended.
    • Each email allows customization and now will include the Offer amount or Appraised Value when no offer is extended.

NOTE : Including the offer amount is not configurable at this time.

  • In addition, each email provides a link for the TP to view the offer. When the CAD has configured additional options, i.e. ‘Schedule’ or ‘Withdraw’, additional links will be included in the TP email.
  • Each link will launch the CAD Online Portal site and require successful login to continue.

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1.3.3 Recovery Email Address for Portal

  • Property Owners often have multiple email addresses, with different availability. This enhancement allows taxpayers to store a primary email for notifications and recovery email to recover username, password or PIN.
    • When changes are made to username and password, an email is sent to both the primary and recovery emails as entered for the account.
    • The Taxpayer can enter the recovery email upon registering or from the ‘Edit Profile’ page within the Online Portal site.

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  • The new recovery email is also displayed in PACS under the Taxpayer account for reference.

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  • Each CAD can require the use of a recovery email from the Website Configuration dialog.

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1.3.4 Safe Sender Instructions

  • Taxpayers have indicated an issue with Online Appeals emails reported as spam. The Online Portal site has been updated with instructions to add safe senders for several different email providers. Once a TP completes successful registration, the summary page will display instructions. The email received by the TP will also instruct him to add the CAD email as a safe sender.

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1.3.5 Taxpayer Text Message Notification Option

  • Appraisal Notice Change for Prorated or Removed Exemptions
  • Prerequisites
    • Database setting to allow text messages, to be set by Harris Govern
    • Twilio account set-up:

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  • https://www.twilio.com/sms
  • Needed for PACS configuration:
    • Outgoing phone number
      • Existing
      • New – recommended
    • Account SID
    • Authorization Token
    • PACS Configuration

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  • Activities> Online Portal> SMS Text Configuration
    • Select ‘Activate Text Messaging’ – this will be replicated to the OA site where additional fields will display for the Taxpayer
    • Enter the phone number and account ID’s received from Twilio. These will be saved in the database even if de-activated from this screen.
    • This also provides an activity log for each text message initiated.
  • PACS SMS Text Configuration
    • Allows the CAD to customize the text message content separately from the email customization.
    • Only the existing protest type notifications are available to customize as text messages. Text messages from the Online Portal site are not customizable as with the email notifications; i.e. Profile changes, username, or password change.
    • Tools> ARB Maintenance> Protest Codes> Email/SMS Text Types

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  • PACS Website Text Agreement Configuration
    • Use this to configure the separate Text Agreement required to be accepted by Taxpayers from the website
    • Activities> Online Portal> Website Configuration …

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  • Website – Taxpayers will have the opportunity to allow text message notifications when filing a protest or from the ‘Edit Profile’ page on the website.
    • New Protest: the text message option will be available for Taxpayers who provide a cell phone when filing a protest and will display on the summary page

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NOTE: If Text Messaging is NOT activated in PACS the protest page and profile will NOT display the additional text message option and agreement.

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  • Registered Users: the text message option will be available for Taxpayers who have a cell phone on their account in PACS. The selection can be selected or un-selected from the ‘Edit Profile’ page. Phone numbers can be viewed from ‘Protest Details’ but are not editable at this time from the site.

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  • Messages – Email and text message notifications are sent together, within the same job to avoid the messages getting out of sync.
    • Messages will go to the primary Taxpayer account registered with the website, where multiple PINs may be associated
    • Activity Log – displays a row for each text message initiated
      • Status
      • Phone Numbers
      • Errors
      • Cost

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1.4 Property

1.4.1 Additional Search Criteria

  • New fields have been added to the Property Search. These will not be displayed as columns in the search results list
    • Add the ability to search by, to the ‘Secondary’ search tab:

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  • Neighborhood – search similar to Abstract/Subdivision where user has the option for code or description search
  • Property Group Codes – search similar to Abstract/Subdivision where user has the option for code or description search, where only a single group code can be used as criterion
  • Exemptions
  • Property Use Code
  • Sub Market
  • Zoning – Search based on character string like ‘Ref 1’ or ‘Ref 2’
  • Move DBA from ‘Secondary’ to ‘Primary’ tab

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  • Move Deed fields from the ‘Secondary’ tab to the ‘Other’ tab.

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  • Volume
  • Page
  • Number
  • Mapsco field

1.4.2 Economic Units

  • This enhancement will allow the commercial appraisal staff to identify commercial properties in each year using an economic unit concept; effectively ‘grouping’ individual parcels together that essentially make up a single property. The current configuration allows for multiple properties to be linked in the income approach module but it doesn’t allow for multiple parcels to be linked outside of the income tab.
  • Example:
    • The Circuit of the Americas, “COTA”, has about 19 individual accounts (for various reasons) in PACS. Creating an economic unit would allow the appraisal staff to see all 19 accounts if they did a search for any 1 of the 19 accounts.

NOTE: For ECU protests, the CAD user should create a Protest group for the protests of properties in an ECU.

  • NEW User rights are needed to View and/or Edit Economic Units.
  • Right now, this is implemented without affecting values of the properties included in a unit.
    • File > New
      • Unit ID: auto-generated by PACS
      • Year: auto-populated by PACS with current year
      • Total Market – sum of market value for all associated properties in Economic Unit
      • Description – Allows User to assign descriptive text to the group of properties
      • Properties – allows User to add and remove properties from group
    • Change Log – tracks changes made for the ECU

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  • File > Open, lists all existing Economic Unit groups

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  • Property > Summary tab:
    • Displays the Economic Unit ID for each property in a group
    • A property can only be in a single ECU per year

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  • Property > Values tab
    • Economic Unit displays as a button labeled ‘ECU’ under the PTD Breakdown button
    • Enabled when:
      • CAD User has NEW User Right ‘View Economic Unit’ or ‘Edit Economic Unit’
      • Property is associated to an ECU
    • For prior years, button is enabled but only allows view of ECU details until supplemented
    • The Economic Unit ID displays to right of button
    • The Total Market Value of the ECU is displayed to the right of the Unit ID

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  • Property Search:
    • NEW column available labeled ‘ECU’ to display the ECU ID
    • Column customization consistent with existing columns

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  • New Year – Roll Economic Unit up with New Year layer
  • Future Year – Allow creation and edit of Economic Unit in Future Year Layer

1.4.3 Improvement Main Area Display in Grid

  • Currently there is not a way to group by “Main Area” for the improvement details. When a new improvement detail is added, it is added to the end of the grid making it cumbersome for the user to use when looking at class, condition and sketch verification for all the living areas.
  • This enhancement would provide an ability to group improvement details where improvement detail type = “Main Area”.
    • Improvement Detail Code File – uses the existing ‘Main Area’ designation to sort the details on an improvement

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  • Property > Improvement Detail
    • Main Area – new column is available for quick reference to main area details

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  • Customization – adds the new column to the grid for the improvement and on the details dialog grid

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1.4.4 Improvement Detail New Value Warning

  • Currently, when adding a detail as new value such as a detached garage, the new value box must be checked within the detail level. It is also imperative that the appraiser remember to check the new value box within the improvement level as well and select the “Improv Detail” button. This step is often missed and an enormous amount of new value has been missed because of it.
  • This enhancement will provide users a warning message to remind them to select “New Value” under Improvement when new value under improvement detail is checked or unchecked. This would only be prompted when the new configuration setting is set to true. Users have to manually update “New Value” under Improvement when new value under improvement detail is updated.
    • When the user attempts to close the Improvement Maintenance dialog, whether by clicking OK, Cancel, or the ‘X’ button, a warning will be issued if the following conditions are met:
      • One or more Improvement Details associated with the Improvement has New Value.
      • The improvement detail(s) with new value has been recalculated.
      • New Value is not checked on the Improvement Maintenance dialog; or New Value is checked on the Improvement Maintenance dialog, but the “Details” radio button is not selected.
    • The warning message will give the user the option to stop further validation to review the New Value settings on the Improvement, or to continue with the requested action (OK or Cancel).
    • A new column “New Value” is available by customization of the Improvement Detail list control on both the Improvement Maintenance dialog and the Improvement tab when viewing a Real or Mobile Home property. This gives the user a quick way to double check the accuracy of the warning.
  • Tools> System Settings> Set Improvement Warnings

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Add detail> select ‘New Value’ >Recalculate> close detail dialog…

Return to improvement dialog > attempt to close dialog…


1.4.5 Improvement State Code and Land State Code Warning

  • Currently, when adding a new improvement, the appraiser must input the State Code and also remember to change the State Code for the land segment, when necessary. Users often miss updating the state code for land segment.
  • This enhancement will provide users a warning message to update the State Code for land segment(s) to match the State Code of the new improvement.
  • A new configuration would be created to provide a warning message to the user, when the configuration is set to true. The User is expected to manually update the land state code(s) if different from the State Code of the new improvement.
  • Tools> System Settings> Set Improvement Warnings

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Add Improvement> select State Code not matching land state code> click OK, Apply or Recalculate

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1.4.6 Value Status

  • This enhancement will add a way to track the current status of the each property’s value prior to notification in PACS. We currently do not have the ability to track or query the current value status of any accounts. (We can query the value, we just don’t know if those are completed values or not.) This enhancement will allow the appraisal staff to know exactly what accounts are still pending final valuation and what accounts have been completed.
  • All property types
    • Code File Maintenance> General> Value Status…
      • Code
      • Description
      • Generated By
      • Default – this will indicate which code should be assigned to properties in the New Year layer creation process, as a means to stating over with the value status each year
      • Inactive

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  • Property Value tab
    • Value Status –
      • Available for selection from active codes
      • If the Value Status is modified, PACS will initiate notification if Value Appraiser is not edited

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  • Value Appraiser – copy of the ‘Value Appraiser’ field on the Appraiser Info tab
    • PACS attempts to keep fields in sync for display
    • Maintenance is allowed on both property tabs, populating a single database field
  • Mass Maintenance – Value Status is now an option in Mass Update, similar to Value Appraiser

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  • Property Search – the field has been added to Secondary search tab and as a column in the search results

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  • ARB Search – the field has been added to the Secondary search tab and as a column in the search results

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1.4.7 Value Reconciliation

  • Currently, the client User can only select one approach to value (100% of the value) or utilize the distribute value function to enter manual values which don’t directly tie to anything within PACS. Through the use of the Special Appraisal function, this enhancement will allow for multiple valuation methods to be considered and weighted when determining a final appraised value.
  • This is intended to be used for Commercial property, but all property types will be affected.
  • Property> Values tab
    • Sales Value –
      • A new value option has been added in anticipation of an additional Sales Valuation method. This value can be used in the new reconciliation Special Appraisal function.
      • At this time, only the ability to manually enter a sales comparison approach value exists.
        • The radio and text button do not function.
        • Only the text field is enabled and only for use in conjunction with the value reconciliation.

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  • Special Appraisal –
  • The Type field is code file driven and can be used to identify the Reconciled Value. The Type code displays on the Values tab with the final reconciled value.

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  • We have added fields to the Special Appraisal dialog to allow the reconciliation of values.
    • Value Distribution
    • Method – Currently only 2 methods are available and populate from the areas in PACS associated
      • Cost
      • Income
      • Sales
    • Value – displays the associated value for each method
    • Pct – (Percent) the only editable field in the grid, allows the user to enter a percentage to apply to the Value for calculating the reconciled value
    • Reconcile – this button is enabled when the percentages entered equal 100. The reconciled value will populate the ‘Distribute Value’ field. The User is still expected to press <ENTER> to accept the value.

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  • Refresh Values – this button is available to account for times when the values associated to the property change and need to be reconciled again.

1.5 Protests

1.5.1 Evidence Packet Names

  • Add a drop down box to the Packet Display Name populating from new code file. This is intended to keep the naming convention consistent.
    • Samples: (ARB2015, 14DAYARB2015, ADDITIONAL EVIDENCE)
    • The files included in the packet are not part of the code file. Default evidence generation will be maintained in ARB System Settings.
    • This will be allowed by a new configuration so that clients not wanting to use this function will not need to do anything.
    • Tools > ARB Maintenance > Evidence Packet Name Configuration…

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  • Year – allows year specific codes
  • Code – code for packet name
  • Packet Display Name – name that displays in drop down for selection on a protest
  • Default Code – this will indicate the code should be assigned as the name for default evidence packets created
    • From ARB Search > Generate Default Evidence Packets
    • From ARB Search> Generate and Publish Default Evidence Packets
  • Inactive Code – indicates code should no longer display in the drop down selection. If selected on a protest, the packet name will be retained even when code is inactivated.
  • Protest:

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  • When the configuration is turned on, the drop down will be active on a protest. This only assigns a name for the packet. Creating the packet, getting defaults and adding files works the same.

1.5.2 Remove CAD Evidence not Published or Delivered

  • Add ability to remove evidence generated by the CAD that has not been published or marked as delivered.
    • Delivered or published the ‘Remove’ button is disabled

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1.5.3 Copy Taxpayer Evidence to Property Images

  • Add an option to copy Taxpayer Submitted Evidence & Protest Images to the images at the property level. New User rights are needed for each of the access points.
    • Taxpayer Evidence

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  • Protest Images

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1.5.4 Refresh Values on Protest Values Tab

  • The PACS Protest Values tab now refreshes the values after distribution without having to either navigate away from the screen and then return or hit the refresh button.

1.5.5 Create Protests from Excel Spreadsheet

  • Several requests have been made to be able to add protest(s) from an external source (e.g. using a spreadsheet) into PACS. This enhancement will allow an additional option to populate the grid from Activities> ARB > Protest… to create protests.
  • The spreadsheet data will populate the grid and PACS will validate the fields as exists today.
    • File – excel file with the following fields

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  • Property ID
  • Reasons – listed as individual columns and correspond to the 11 Text Questions in Protest Mapping

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  • Value over market value
  • Value unequal compared to other properties
  • Property should not be taxed
  • Failure to send required notice
  • Other
  • Exemption denied, modified or cancelled
  • Change in use of land appraised as ag-use, open space/timber land
  • Ag-use, open space or other special appraisal denied/modified/cancelled
  • Owners Name incorrect
  • Property should not be taxed in this appraisal district or in one or more taxing units
  • Property description incorrect
  • Evidence Requested – if indicated with an ‘X’ the Evidence Date will populate with the current system date
  • Comments – any text in the cell will populate the Hearing Taxpayer Testimony, as it does today
    • From Activities> ARB> Protest… the protest processing dialog has been modified to allow the import from an excel spreadsheet where the User must select to import as owner or agent properties.

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  • Import Owner/Agent Properties –
    • The User is prompted to select a Taxpayer (or Agent if importing Agent properties)

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  • Once the account is selected, the User is prompted to select a file.

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  • The grid is populated from the spreadsheet import.

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  • Details… displays the protest details, consistent with existing functionality

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  • Remove – removes properties from the grid, protests will not be created
  • Set Codes… allows the User to set a different protest reason code

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  • Process – creates a protest for each property in the grid, consistent with existing functionality

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1.5.6 Forms Processing Protests Images

  • The ability to scan documents to protest images is needed. The current ARB Quick Image Scan dialog is not sufficient for the client’s volume and work flow.
    • The client has created specific forms referred to as ‘Settlement and Waivers’. These are intended to be protest case specific and have a bar code on the top to identify the protest year and case ID. The letter is presented to the Taxpayer, usually as a result of a completed protest hearing. The Taxpayer is expected to sign the form and the CAD office will scan the signed form to attach as a protest image.
    • Each form can consist of multiple pages but be associated to only a single protest ID. The forms need to be associated to the protest in PACS, most likely by scanning the form. Multiple forms need to be scanned at a single time and allow the user to preview the created image; review codes associated to the image and finally process all scanned and reviewed forms with a single action. By processing the forms, the images will be created on the corresponding protest.
  • This is similar to existing forms processing dialogs in PACS, e.g. Notice of Protest forms processing.
    • Current forms processing serves 2 purposes, creating an image and launching a wizard to allow the user to enter data into PACS related to the scanned image.
    • The purpose of this enhancement is to create an image only.
  • PACS Configuration – Before using Forms Processing with protest images, you must set up default image types. Go to Tools > Document Imaging Maintenance > Forms Maintenance. Create a “PIMG” form type if it doesn’t exist and the set the desired image/record/sub types.
  • A new tag is available for ARB Letters under System ARB Docs > Forms Processing Protest Image Barcode.
    • Tools > ARB Maintenance > Letters > Letter Maintenance

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  • This is a convenience for the user.
  • The barcode can also be manually built out of other tags but must include the property ID, case ID and year:

/*PIMG-1-0-<!AP.prop_id!>-0-<!AP.prop_val_yr!>-<!AP.case_id!> /*

  • The placement of barcode is not important within a letter, but it should be in 20 point “3 of 9 Barcode” font.
  • Activities> Forms Processing existing process will recognize the new form type and perform as expected from this enhancement; i.e. initiate the scanning to populate the new dialog below.
  • Activities> ARB> Protest Image Processing
    • This opens the dialog that shows any images that haven’t been processed yet, without having to go through the Forms Processing dialog.
    • The Barcode license is still required from this dialog to scan.

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  • Scan –
    • Initiates the scan function to populate the grid
    • Pages with the new PIMG barcode are recognized as Protest images, and appear in the new Protest Image Forms Processing dialog. If pages with no barcode are scanned following a PIMG barcode page in the same batch, they are considered to be a multipage document.
    • Remove – removes the selected row from the grid
    • View Image – allows a preview of the image and changes to image based on image viewer
    • Set Codes – allows user to view and edit
      • Image/record/sub
      • ‘Scan as Evidence’ indicator
    • Process – adds the image to the protest with the default forms processing image codes
    • Close – exits dialog. Unprocessed rows remain in dialog list until processed or removed even after exiting and reopening dialog.

1.6 Renditions

1.6.1 Override Date for BPP Renditions

  • The CAD user can process BPP renditions through Quick Image Scan or Forms Processing. Renditions must be received by a specific date, but often the CAD receives so many that processing the renditions received can extend beyond the deadline. The Rendition Received date in PACS defaults to the current system date. There is no way to set the rendition date for multiple renditions in the case where the User is processing multiple forms received timely but processed after the deadline. The User has to alter the date every time a rendition is created.

NOTE: The Rendition Received Date displays based on existing system configuration “Donot_Load_Rendition_Date” for “BPPRenditions” in PACS config.

  • When CAD users process renditions by either scanning multiple BPP renditions or rendition images, the user needs the ability to set a default Rendition Received Date other than the current system date.
  • Creating an individual rendition from a Property or from Activities> Personal Property Rendition wizard will not be affected.
  • PACS Appraisal > Activities > Quick Image Scan > Quick Image Renditions Received will have new functionality related to the User continuing the rendition process.
    • Once the rendition date is entered in the dialog, the date will be retained as long as the User selects to add images to other properties.
    • Selecting not to add images to other properties or opening the process again will return to the current system date.
  • Activities> Forms Processing (Image Scan Renditions) for the NEW process below will address the rendition date, as well.

1.6.2 Quick Image Scan BPP Renditions

  • The ability to process multiple BPP renditions as property images is needed. The current Forms Processing is not sufficient for the client’s volume and work flow.
  • Current forms processing serves 2 purposes, creating an image and launching a wizard to allow the user to enter data into PACS related to the scanned image.
  • This project modified the existing BPP document type for Forms Processing.
    • Previously, the user could scan more than one BPP document at a time, but PACS stopped and opened the four page wizard for creating a new rendition after each one.
    • Now, BPP documents can be scanned in mass, and PACS will create a default rendition for each one.
  • A new system setting in [pacs_config] controls whether BPP barcode documents are processed the old way or the new way:
    • BPP Renditions, Show_Wizard_When_BPP_Form_Scanned
    • This is expected to be set manually.
  • Activities> Forms Processing existing process will recognize the config value and perform as expected from this enhancement; i.e. initiate the scanning with or without the rendition wizard.
  • The user can view scanned Rendition Received items by selecting Activities > Rendition Processing > Rendition Image Processing

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  • Scan – Initiates the scan function to populate the grid
  • Remove – removes the selected row from the grid
  • View Image – allows a preview of the image and changes to image based on image viewer
  • Set Codes – allows user to view and edit Image/record/sub type
  • Select All – allows user to select all rows in the grid, this can be used to set the rendition received date and is intended to address the override date for the project above
  • Set Date – allows user to update rendition date
  • Process – adds the image to the protest with the default forms processing image codes
  • Close – exits dialog. Unprocessed rows remain in dialog list until processed or removed even after exiting and reopening dialog

1.7 Sales

1.7.1 Sale Improvement Characteristics in NBHD Profile

  • When the property characteristics at the time of the sale don’t match the characteristics on the date of re-appraisal (January 1st) or current property characteristics, the ability to utilize the PACS Sales tab “Sale Improvement” characteristics in neighborhood profiles would lead to a larger and more accurate sample size; currently those characteristics can only be used in comparable grids.
  • The profile should calculate using the ‘As-of-Sale’ data where it exists.
  • This function was recently incorporated into Comparable Sales grids which can be used as a reference.
    • ‘As-of-Sale’ data is specific to a sale
    • The indicator on a sale ‘Characteristics of involved property at the time of this sale reflect current property characteristics’ should be referenced to determine which sale records are considered ‘as-of-sale’ data.
    • If this box is NOT checked on a sale, then the property at the time of sale was in some way different than the current property characteristics.
    • The Sale price should be compared to the property characteristics at the time of sale. Currently, PACS only compares to current property characteristics in profile analysis of the market value/sale ratio.

NOTE: During testing, the following was suggested as the “best practice” set of steps to ensure the expected sale information is used. This accounts for current schedules and neighborhood adjustment factors which may already exist for the property.

  • When the appraiser finds that the property sold with different characteristics than it currently possesses (it was remodeled after a sale, improvements added after the sale, etc), follow these steps to accurately account for capturing sale characteristics in the sale record:

    Go to the “Sale Information” tab in the appropriate sale record and uncheck the “Characteristics of Involved property at the time of this sale reflect current property characteristics” box.

    Go to “Sale Improvement” tab and click the “Import” button.

    Choose the “Current Appraisal Data” button and check the “Import land and improvement Segments” checkbox. Click OK.

    Modify the improvement or land characteristics to account for how the property looked at the time of sale. (For example, if the property currently includes a $50,000 pool but sold before the pool was added, remove the pool form the “sale improvement” tab.)

    It is always best practice to recalculate the sale record after making any modifications to the sale data.

  • ONLY neighborhood profile types will have the ability to use as-of-sale data
  • Activities> Profiles> Create Profile> select Neighborhood
    • Sales selection is added as a check box to the ‘Sales Options’ page of wizard:

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  • Sales selection is added as a column to profile run results:

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  • Sales selection is displayed in the profile Run Detail tab.
    • The selection will not be enabled to change once the profile is created.
    • A new profile will need to be created if the selection should be changed; either from selected to de-selected or vice versa.
    • If sales are edited after a profile has been created, a new profile will need to be created to capture the updated sales information.

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  • When a profile is created with ‘as-of-sale’ data, the tabs will indicate if sales are using sales characteristics
    • Improved and vacant tabs will display text ‘**One or more of the sales is using captured sales characteristics for data.’
    • The analysis tab will have a new column to indicate on the sample properties which are using sales characteristics.

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1.8 Situs Address

1.8.1 CASS Certify Situs Address

  • CAD users would like to have the ability to CASS Certify* the situs address and zip code. Per client feedback, it is very rare for the situs address to change but the zip code is more likely to change; i.e. new post office is opened requiring updated zip codes.
    • Offered by the United States Postal Service® and Canadian Post, CASS (Coding Accuracy Support System) certification verifies the accuracy of software that cleans and matches addresses, and provides valuable postal discounts for qualifying mailers.
  • This enhancement would provide users the ability to export the property primary situs address for CASS certification. After the external process of certification and address modification, CAD users would import the updated file and process the situs addresses through PACS. Only the zip code is intended to be updated through this new import process. Situs addresses included in the import file which do not match the situs addresses in PACS are to be included in the existing CASS report.
  • File> Export

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  • File> Import

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Last updated on May 13, 2020
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