RPSV4 Users ORPTS Regional Directors and Managers ORPTS Customer Relationship Managers ORPTS Regional V4 Support Staff

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1 TO: FROM: RPSV4 Users ORPTS Regional Directors and Managers ORPTS Customer Relationship Managers ORPTS Regional V4 Support Staff Michael Griffen, RPS Support Group DATE: December SUBJECT: RPSV4 Change Requests Release 2016 This release includes corrections, modifications and enhancements to the following areas listed below. This release addresses 195 open issues. The issues are listed by application module and sub-module. Each issue is prefaced by its change management system Change Request identification number. ADMINISTRATION Groups & Users 20486, Provided for creation and maintenance of user permissions relative to new STAR Disqualification administrative update program. [Delivered with 21000, Amendment to user security to allow setting of access permissions to new administrative update programs for Residential Redevelopment of Inhibited Property exemptions and for Superstorm Sandy Assessment Relief exemptions. [Delivered with /754] Reference Tables Added full text descriptor for each Property Class to indicate for Residential, Commercial or both Eliminated Property Type from Structure Code reference. Added full text descriptor for each Measure Type Corrected logic that caused an improper number of sliding scale settings to be removed when performing scale adjustment. [Delivered with Revised user interface for School District reference table to allow setting of Alternative Veterans limits. Revised user interfaces for County, SWIS and School District reference tables to allow setting of LEED ceiling values. [Delivered with /749] Improved logic to prevent occasional error when updating School District reference table. Update Programs Business Improvement Exemptions Amended logic for proper calculation for Cooperative properties , Provided for inclusion of new exemption code class 4762_. [Delivered with /751] RPSV4 Change Requests - Release 2016 Page 1 of 12

2 Update Programs LEED Exemptions Revised to allow consideration of LEED ceiling values in calculation of program exemptions. [Delivered with /749] Corrected condition that caused exemption amount to be granted as zero if maximum values were not adopted and set in reference table. [Delivered with /751] Update Programs Next Year Processing Adjusted logic to remove obsolete data tables. [Delivered with Reviewed/Modified to conform to Release database structure. [Delivered with /749] Added clarifying message to User Interface to highlight exemption management via Exemption Term Year Provided new messaging for Residential Redevelopment of Inhibited Property and Superstorm Sandy Assessment Relief exemption programs. [Delivered with /754] Applied Exemption Term Year removal conditions to Cooperative properties. Update Programs Recalculate Exemptions/Taxables 20962, Provided for improved exemption management and exemption amount display per purpose with Alternative Veterans Exemptions. Update Programs Remove Roll Years Facilitated removal of old parcel-generated RTF letters when entire roll year is removed from user database. Update Programs Residential Redevelopment of Inhibited Property (NEW!) Provided for new administrative update program to facilitate mass deletion of Residential Redevelopment of Inhibited Property exemptions. [Delivered with /754] Update Programs RPS340 Calculate Alternate Vets Revised to allow consideration of School District applicability in calculation of program exemptions. [Delivered with /749] Improved reporting printing options and interface Expanded viewing area for generated reports Improved exemption management when parcel has multiple owners who qualify for exemption class Prevented the case where a singular exemption for school purposes would be improperly consolidated into all purposes. Update Programs RPS349 STAR Update 20852, Improved performance for jurisdictional update which includes Cooperative properties. [Delivered with /751] Update Programs RPS Corrected condition that caused removal of exemptions on properties subject to update in PIDs of less than 150 members. [Delivered with /751] RPSV4 Change Requests - Release 2016 Page 2 of 12

3 Update Programs RPS485 Initialize Site Values Corrected spelling error in process completion message. Update Programs STAR Disqualification (NEW!) Provided for new administrative update program to facilitate mass deletion of STAR exemptions disqualified during the STAR registration process. [Delivered with Update Programs STAR Registration (NEW!) Provided for new administrative update program to facilitate mass insertion of STAR credit transition markers determined during the STAR registration process. [Delivered with /758] Update Programs Superstorm Sandy Assessment Relief (NEW!) Provided for new administrative update program to facilitate mass deletion of Superstorm Sandy Assessment Relief exemptions. [Delivered with /754] Update Programs Update Programs, Selection Window Provided consistency in user interfaces by sorting roll year from high to low in all cases. CUSTOM REPORT WRITER Datasets 273, Added the following to the Sales - Residential Array dataset: o VALUATION.MKT_REG_LAND o VALUATION.MKT_REG_BLDG o VALUATION.MKT_REG_DATE o VALUATION.MKT_REG_TOTAL 1725, 1744, 1746, 20462, 20463, 20500, Added property location information to the Assessment Exemption Information, Inventory Site Information, Valuation Valuation Information, Valuation Market Value View and Valuation Residential View datasets: o PARCEL.LOC_ST_SIDE o PARCEL.LOC_PREFIX_DIR o PARCEL.LOC_ST_NBR o PARCEL.LOC_ST_NAME o PARCEL.LOC_MAIL_ST_SUFF o PARCEL.LOC_POST_DIR o PARCEL.LOC_UNIT_NAME o PARCEL.LOC_UNIT_NBR o PARCEL.LOC_MUNI_NAME o PARCEL.LOC_ZIP 2634, Added the following to the Inventory - Land Information dataset: o ASSESSMENT.ROLL_SECTION o SITE.VAL_DIST o SITE.ZONING_CD 2634, Added the following to the Parcel - Residential Array dataset: o SITE.VAL_DIST RPSV4 Change Requests - Release 2016 Page 3 of 12

4 Screens 2989, Added the following to the Parcel - General Parcel Information dataset: o ASSESSMENT.TAX_CODE 2989, Added the following to the Valuation - Valuation Information dataset: o ASSESSMENT.TAX_CODE 19330, Added the first additional owner to the Letters datasets for report type letter , Added the following to the Inventory - Site Information and Sales - Sale Information datasets: o ASSESSMENT.SWIS_CO o ASSESSMENT.SWIS_TOWN o ASSESSMENT.SWIS_VG Added PARCEL_TO_OWNER.OWNER_PRIMARY_RESIDENCE to the User Defined Datasets Added Assessment First Neighborhood and Sale First Neighborhood to the User Defined Datasets Added items to locational sort unit number and name, prefix direction, street suffix and post direction Improved color contrasts in certain places where distinguishing between available and selected columns was difficult. DATABASE Columns Data Increased precision of CLASS.CLS_APP_PCT_LAND and CLASS.APP_PCT_TOTAL by allowing four positions after the decimal Additions as listed: [Delivered with /749] o Added columns, VET_GROUP and COLD_WAR_VET_GROUP to the SCHOOL_REF table. o Added columns, LEED_MAX_CERTSILVER, LEED_MAX_GOLD and LEED_MAX_PLATINUM to the COUNTY, SWIS and SCHOOL_REF tables Altered descriptions of exemption codes 4184X and 4186X, as used in the Exemption Impact Report, to match language specified in the Assessor s Manual Volume 4. [Delivered with Provided COST 2013 data for UCI Added sixteen (16) Uniform Construction Indices (UCI) that were discovered to be missing when reviewing the upcoming distribution of Cost 2014 data. [Delivered with Additions as listed: [Delivered with /749] o Added exemption codes 2610_ and 2611_ to EXEMPT_REF. o Added exemption code 2611 to EXEMPT_CODE_INDEX. RPSV4 Change Requests - Release 2016 Page 4 of 12

5 o Added exemption codes 41120, 41124, 41125, 41126, 41130, 41134, 41135, 41136, 41140, 41144, and to EXEMPT_REF. Added same codes to user exemption administrative reference table Provided COST 2014 data Provided COST 2014 data for UCI Additions as listed: [Delivered with /751] o Added exemption codes 4710_ (Mass Telecommunications Ceiling, RPTL 499-qqqq) and 4762_ (Southampton Hospitality Exemption, Chapter 470 of the Laws of 2014) to EXEMPT_REF. o Added exemption code 4710 and 4762 to EXEMPT_CODE_INDEX Provided COST 2015 data Provided COST 2015 data for UCI , 20972, Additions as listed: [Delivered with /754] o Added exemption codes 4435_ (Residential Redevelopment of Inhibited Property) and 4439_ (Superstorm Sandy Assessment Relief) to EXEMPT_REF. o Added exemption code 4435 and 4439 to EXEMPT_CODE_INDEX. Tables Provided COST 2016 data Additions as listed: [Delivered with /755] o Added exemption codes 4214_ (Anaerobic Digestion Facilities) to EXEMPT_REF. o Added exemption code 4214 to EXEMPT_CODE_INDEX Provided for internal data tables necessary for processing STAR registration disqualifications. [Delivered with Altered logic in the definition of V_FVMRES_ALPHADEF to improve result set generation. DESKTOP ACCESSORIES Database FOIL Utility Adjusted logic to remove obsolete data tables and account for one new table. [Delivered with Database Unload/Reload Utility Adjusted logic to remove obsolete data tables. [Delivered with Restored proper function of Create PID facility. GIS Setup/General Restored proper function of Show Photo menu selection. RPSV4 Change Requests - Release 2016 Page 5 of 12

6 MAINTENANCE Agricultural Assessment Worksheet Corrected logic that allowed an Inquiry user to access and update the Agricultural Assessment Worksheet. [Delivered with Prevented edit messaging referring to School Tax Credit Worksheet from inadvertently displaying during editing of an Agricultural Worksheet. Cooperative Worksheet Corrected logic that caused some Senior Exemptions to be excluded from the Cooperative exemption summary. [Delivered with Revised to allow consideration of School District applicability in calculation of Alternative Veterans exemptions. [Delivered with /749] Suppressed display of superfluous exemption data. Cross Reference Improved logic relative to address searches by street name. Keychange 20598, Corrected logic that caused a failure to create the Next Year version of a parcel created in the Current Year when Next Year exists. [Delivered with Letters - RTF Added display of SWIS to Sale Verification form Removed access to forms previously used for communicating STAR exemption removal due to the exceeding of the income ceiling, RP-425-ID, RP- 425-IR and RP-425-OD. [Delivered with Provided annual revisions to STAR form letters. [Delivered with ] Made spelling correction on form RP305-r Provided revised exemption form RP-458-a. [Delivered with /749] Provided annual revisions to STAR form letters. [Delivered with ] Provided annual revisions to STAR form letters. [Delivered with ] Provided directed revisions to STAR form letters. [Delivered with ] Revise form RP-458-a to match form publicly available , 21071, Provided directed revisions to form letters. [Delivered with /759] o Provided the following form letters as NEW: RP-425-B RP-425-E o The following form letter is obsolete: RP-425 o Provided directed revisions to the following form letters: RP-425-Rnw RP-425-Dnl-BASIC RPSV4 Change Requests - Release 2016 Page 6 of 12

7 List/Detail - Exemptions RP-467 RP-467-Rnw RP-467-Dnl RP-458-a RP-458-a-Dis RP-458-b RP Restructured user prompts used in the collection of justifications for the removal of STAR exemptions to reflect the STAR registration process. [Delivered with Suppress letter selection window for Exemption Removal Letter if only one version of letter exists Revised to allow consideration of School District applicability in calculation of Alternative Veterans exemptions. [Delivered with /749] Corrected issues with proper display of Alternative Veterans Exemption for School Purposes , Improved retention of 5000 class exemption on Roll Section 8 parcels when all other exemptions removed Altered algorithm used to calculate STAR exemption amount when other exemptions exist, distinguishing rigorously for residential applicability Corrected issues with proper display of Firefighters Exemption Improved calculation of taxable value amounts where a parcel is designated as split and the homestead portion is less than the amount of the exemptions Provided for use and calculation of Residential Redevelopment of Inhibited Property exemptions. [Delivered with /754] Provided for use and calculation of Superstorm Sandy Assessment Relief exemptions. [Delivered with /754] Corrected logic for exemption class 4164_ that caused the amount not to be deducted from the available assessment prior to the determination of a Senior exemption Corrected condition that caused a duplication of exemption display for Cooperative properties if a unit existed where two occupants qualified for the same exemption (i.e. Veterans) Severed granting relationship between Senior and Enhanced STAR exemptions. [Delivered with /755] List/Detail - Improvement Added sort to UCI code selection list. [Delivered with Mobile Home Worksheet Restricted access to Worksheet to only parcels having the appropriate property class designation Allow access to Worksheet via parcel menu if parcel is appropriately designated rather than limit access via the exemption interface Improved sort by Unit Number on reports. RPSV4 Change Requests - Release 2016 Page 7 of 12

8 Notes Owner Parcel Copy Provided print preview for Mobile Home mailing labels Prevented loss of Notes for Building Permits when Permit Number is altered. Prevented loss of Notes for Commercial Buildings when Building Section and/or Number are altered Repaired inconsistence of presentation of Address Change response window. Repaired logic that would sometimes cause an inadvertent replacement of the Primary Owner by the Additional Owner being maintained. [Delivered with ] Corrected logic that caused a failure to create the Next Year version of a parcel created in the Current Year when Next Year exists. [Delivered with Property Record Card Sale Corrected condition that caused only one commercial building to be represented on a commercial card when more than one building existed. Corrected logic that caused some parcels to be omitted from the results when using creation and printing by PID. [Delivered with 20730, Improved determination of parcel inventories in generation of multi-page card cases to properly gain all inventory parts (especially land and improvements) and to prevent duplication from one card page to the next Expanded use of single card to 900 series property classes Corrected condition that produced improper reporting of commercial uses Improved management of Tax Bill Mailing and Bank data in multi-parcel sale scenarios Enforced rule on dates provided to be no earlier than January Improved determination and retention of Sale prior owner(s). SalesNet Improved management of multi-parcel sales received from SalesNet Provided ability to remove one or more entries from pending sales Allow import of more than one SalesNet data collection within the same session. Search 20395, Enhanced location search by street name to include the possibility of text prior to the searched value; search was already equipped to include the possibility of text following the searched value. [Delivered with Improved Search capability when opting to find by parcel location or street name to assume search target is beginning of string rather than mid-string, which tends to provide poor results. Single Data - Assessment Increased precision of percentages used in class assessment allocations by employing four positions after the decimal. RPSV4 Change Requests - Release 2016 Page 8 of 12

9 20871 Improve handling of assessment changes on parcels having a Senior Exemption with no STAR Exemption. Single Data - Building Prevented retention of negative value in SFLA. Single Data - Parcel TreeView Corrected logic that caused a failure to create the Next Year version of a parcel created in the Current Year when Next Year exists. [Delivered with Positioned scroll bar, if it exists, at its topmost position when refreshing TreeView. RPS, GENERALLY Generally Made proper and consistent use of user security warnings when PIDs are employed as process and/or as a reporting control Made proper and consistent use of terminology for UCI throughout reporting and Help content. Refer to as Uniform Construction Index. Navigation Center Removed obsolete web links from Help, About window. Software Migrated application software to PowerBuilder STAR Credit Program Provided for parcel identification process and associated reporting. [Delivered with /755] Provided for denial letter generation. [Delivered with ] STANDARD REPORTS Missing Images Report Corrected display of date to reflect date of default image. Navigation Improved consistency of placement of files in targeted path. RPS120 Assessment Change Notice 20456, Adjusted logic to not generate S510-a Notices for parcels having only a single STAR Exemption in the prior year and now having none; this change results from the STAR registration process. [Delivered with RPS150 Assessment/Tax Roll Corrected logic that improperly caused STAR Savings to be determined for the Easement portion of an eased/split parcel Corrected logic that caused a failure to display all extension lines for the County/Town Tax Roll, when the number of lines exceeded thirteen. RPSV4 Change Requests - Release 2016 Page 9 of 12

10 20441 Provided an option for requesting and means to pass parcels in Roll Section 8 into the Laser Bill Extract file. [Delivered with Removed Sherrill (306000) from Prior Year Schools Corrected display issue with Senior Exemption Amounts Provided for a rounded calculation for STAR Savings values on the RPS155p3 report Corrected display of Zip Code on Easement portion of an eased/split parcel Provided additional logic to manage the STAR Credit Program. [Delivered with /758] RPS221 Exemption Impact Corrected display of Total Equalized Value of Exemptions in the County school summary report; was incorrect for those counties having situations where all school districts segments were not at 100%. [Delivered with RPS335 STAR Extract Provided annual revisions to STAR form letters. [Delivered with ] Corrected display of NYS Form IT-201. [Delivered with Provided annual revisions to STAR form letters. [Delivered with ] Corrected placement of SWIS data on generated letters. Placed School District Name Provided improvements to interface used to supply Assessor information Provided annual revisions to STAR form letters. [Delivered with ] Provided directed revisions to STAR form letters. [Delivered with ] Corrected improper page breaks Improved volume of reporting, letters vs. summary listing Provided directed revisions to STAR form letters. Provided alternate letter generation mechanism, replacing Residence with no STAR with Residence with a Senior Exemption due to the inception of the STAR Credit Program where no new STAR exemptions are permitted. [Delivered with /759] RPS470 Data Mailer 20396, Enabled proper sort orders for results per user requests Provided better determination of sale information when same-day-sales were present. RPSV4 Change Requests - Release 2016 Page 10 of 12

11 VALUATION Adjust Percent Factors 20578, Improved impact of valuation security on use of PID in updates. Analysis Tool Provided narrative decodes for coded data items. Comparable Sales Corrected logic that caused Land Estimate to print on a Single Parcel comparable sheet even though it was requested to be suppressed. [Delivered with Corrected logic that caused Road Type to not display on comparable report in certain conditions Corrected logic which allowed repeating of images from previous comparable report where a subsequent report contained less comparable sales than the previous page Initialized search fields at the entry point of Single Parcel Residential comparable sales Corrected logic that caused Land Value to not display on comparable report in certain conditions. Comparable Sales (Vacant) Corrected logic that caused Waterfront Frontage to not display on comparable report in certain conditions. Comparative Property Analysis Disabled access to CPA when user does not have report viewing permissions. [Delivered with Improved printing facilities. Added Print All option Corrected analysis of residential subjects to employ Building Style criteria when opted for. Cost 20339, Corrected condition that allowed some user adjustments to not be retained. [Delivered with Improved report saving mechanism which occasionally generated a directory path error. Land Table Create/Modify Provided message indicating success when performing a Land Table Copy. Manual Model Corrected logic that caused some calculated data elements to not be properly preserved on a saved version (PSR) of a generated report Corrected ordering of the Manual Model Computation report to correspond to ordering of PID; this will allow proper posting of values. [Delivered with Time Adjusted Sale Price Removed thirty (30) group limitation Corrected appearance of Help Icon. Activated context sensitivity of Help access from this sub-module. RPSV4 Change Requests - Release 2016 Page 11 of 12

12 Valuation Security Table Added Time Adjustment options to security. Valuation Transport Corrected logic that sometimes caused the Project Table to not be imported. [Delivered with Added display of parcel print keys to error reporting. VFF Create/Update 20298, 20392, Implemented various aesthetic improvements to user interfaces. RPSV4 Change Requests - Release 2016 Page 12 of 12