IAS 4.0 Cost & Income Valuation Guide

IAS 4.0 Cost & Income Valuation Guide TABLE OF CONTENTS PREFACE... 1 ASSESSMENT ADMINISTRATION (AA) SCREENS RELATED TO VALUATION... 2 AA44 Jurisdiction Update...2 Overview... 2 To Query an Assessment Jurisdiction Record on AA44... 3 To Add an Assessment Jurisdiction Record... 3 To Update an Assessment Jurisdiction Record... 5 To Delete an Assessment Jurisdiction Record... 5 COMPUTER ASSISTED MASS APPRAISAL (CAMA) SCREENS RELATED TO VALUATION... 6 CAMA Cost & Income Valuation...6 CA11 - CAMA Appraised Values... 6 Detail Page... 7 CA14 Land Data and Computations... 8 CA20 Dwelling Quick Data Entry... 8 CA21 Dwelling Data... 8 CA22 Residential Addition Data... 8 CA24 Outbuildings and Yard Improvements... 9 CA30 Composite Commercial Building Data... 9 CA31 Commercial Building Data... 9 CA32 Commercial Building Other Features Data... 9 CA33 Apartments Data... 10 CA34 Commercial Interior/Exterior Data (CLT Method)... 10 CA34 Commercial Interior/Exterior Data (Marshall & Swift Method)... 10 CA35 Commercial Income Summary Data... 10 CAMA Cost And Income Table Maintenance Screens... 11 Building Cost Tables... 11 Commercial Income Valuation... 11 Land Valuation Screens... 11 CA41 Neighborhood Cost Factors... 13 Overview... 13 To Query a Neighborhood Class Factor Record... 15 To Add a Neighborhood Class Factor Record... 15 Example setups... 16 To Update a Neighborhood Class Factor Record... 17 To Delete a Neighborhood Class Factor Record... 17 4/24/2014 Tyler Technologies i

IAS 4.0 Cost & Income Valuation Guide CA42 Cost Table Factors... 18 Overview... 18 To Query a Cost Table Factor Record... 19 To Add a Cost Table Factor Record... 19 To Update a Cost Factor Table Record... 20 To Delete a Cost Factor Table Record... 20 CA43 Residential Cost for Additions... 21 Overview... 21 To Query an Addition Cost Record... 22 To Add an Addition Cost Record... 22 To Update an Addition Cost Record... 23 To Delete an Addition Cost Record... 23 CA44 Depreciation Factors... 24 Overview... 24 To Query a Depreciation Factor Record... 25 To Add a Depreciation Factor Record... 25 To Update a Depreciation Factor Record... 26 To Delete a Depreciation Factor Record... 26 CA45 OBY Cost Table... 27 Overview... 27 To Query a OBY Cost Record... 27 To Add a Cost Table Record... 28 To Update a Residential OBY Cost Table Record... 29 To Delete a Residential OBY Cost Table Record... 29 CA51 M&S Use Codes... 30 Overview... 30 To Query an M&S Use Code Record... 30 To Add an M&S Use Code Record... 31 To Update an M&S Use Code Record... 31 To Delete an M&S Use Code Record... 31 CA52 M&S Base Rate Table... 32 Overview... 32 To Query an M&S Base Rate Table Record... 33 To Add an M&S Base Rate Table Record... 33 To Update an M&S Base Rate Record... 34 To Delete an M&S Base Rate Record... 34 CA53 M&S Heat Rate Table... 35 Overview... 35 To Query an M&S Heat Rate Table Record... 36 To Add an M&S Heat Rate Table Record... 36 To Update an M&S Heat Rate Table Record... 36 To Delete an M&S Heat Rate Table Record... 37 CA54 M&S Adjustment Table... 38 Overview... 38 To Query an M&S Adjustment Table Record... 39 To Add an M&S Adjustment Table Record... 39 To Update an M&S Adjustment Table Record... 40 To Delete an M&S Adjustment Table Record... 40 ii Tyler Technologies 4/24/2014

IAS 4.0 Cost & Income Valuation Guide CA55 M&S Multiplier Table... 41 Overview... 41 To Query an M&S Multiplier Table Record... 42 To Add an M&S Multiplier Table Record... 42 To Update an M&S Multiplier Table Record... 42 To Delete an M&S Multiplier Table Record... 43 CA61 Commercial Structure Codes... 44 Overview... 44 To Query a Commercial Structure Code Record... 45 To Add a Commercial Structure Code Record... 45 To Update a Commercial Structure Code Record... 46 To Delete a Commercial Structure Code Record... 46 CA62 Commercial Base Cost Table... 47 Overview... 47 To Query a Commercial Base Cost Table Screen... 48 To Add a Commercial Base Cost Table Record... 48 To Update a Commercial Base Cost Table Record... 49 To Delete a Commercial Base Cost Table Record... 49 CA63 Commercial Exterior Cost Table Screen... 50 Overview... 50 To Query a Commercial Exterior Cost Table Record... 51 To Add a Commercial Exterior Cost Table Record... 51 To Update a Commercial Exterior Cost Table Record... 51 To Delete a Commercial Exterior Cost Table Record... 52 CA64 Commercial Interior Cost Table... 53 Overview... 53 To Query a Commercial Interior Cost Table Screen... 54 To Add a Commercial Interior Cost Table Record... 54 To Update a Commercial Interior Cost Table Record... 55 To Delete a Commercial Interior Cost Table Record... 55 CA65 Commercial OTHER Features Cost Table... 56 Overview... 56 To Query a Commercial Other Features Cost Table Screen... 57 To Add a Commercial Other Features Cost Table Record... 57 To Update a Commercial Other Features Cost Table Record... 58 To Delete a Commercial Other Features Cost Table Record... 58 CA66 Commercial Elevator Cost Table... 59 Overview... 59 To Query a Commercial Elevator Cost Table Screen... 60 To Add a Commercial Elevator Cost Table Record... 60 To Update a Commercial Elevator Cost Table Record... 61 To Delete a Commercial Elevator Cost Table Record... 61 CA67 CDU Definitions... 62 Overview... 62 To Query a CDU Definition Record... 63 To Add a CDU Definition Record... 63 To Update a CDU Definition Record... 63 To Delete a CDU Definition Record... 64 4/24/2014 Tyler Technologies iii

IAS 4.0 Cost & Income Valuation Guide CA71 Income Group Assignment... 65 Overview... 65 To Query an Income Group Assignment Record... 66 To Add an Income Group Assignment Record... 66 To Update an Income Group Assignment Record... 67 To Delete an Income Group Assignment Record... 67 CA72 Income Model Assignment... 68 Overview... 68 To Query an Income Model Assignment Screen... 69 To Add an Income Model Assignment Record... 69 To Update an Income Model Assignment Record... 70 To Delete an Income Model Assignment Record... 70 CA73 Income Models... 71 Overview... 71 To Query an Income Models Screen... 72 To Add an Income Model Record... 72 To Update an Income Model Record... 74 To Delete an Income Model Record... 74 CA74 Income Age Adjustments... 75 Overview... 75 To Query an Income Age Adjustment Record... 76 To Add an Income Age Adjustment Record... 76 To Update an Income Age Adjustment Record... 77 To Delete an Income Age Adjustment Record... 77 CA75 Tax Rates for Income Calc... 78 Overview... 78 To Query a Tax Rates for Income Calc Record... 79 To Add a Tax Rates for Income Calc Record... 79 To Update a Tax Rates for Income Calc Record... 79 To Delete a Tax Rates for Income Calc Record... 80 SOILS SUB-MODULE (FM) SCREENS RELATED TO VALUATION81 FM31 Soil Rate Table Maintenance... 81 Overview... 81 To Query a Soil Rate Record... 82 To Add a New Soil Type and Rate... 82 To Modify the Rate of an Existing Soil Rate Record... 83 FM32 Soil Type Table... 84 Overview... 84 To Query a Soil Type Record... 85 To Add a New Soil Type Record... 85 To Modify a Soil Type Record... 85 To Delete a Soil Type Record... 86 COMPUTER ASSISTED LAND PRICING (CALP) SCREENS RELATED TO VALUATION... 87 Overview Of CALP Screens... 87 Neighborhood Data Screen (LP51)... 88 Land Pricing Model Rates (LP52)... 91 CALP Zone Model Assignment (LP53)... 92 iv Tyler Technologies 4/24/2014

IAS 4.0 Cost & Income Valuation Guide CALP Location Model Assignment (LP54)... 93 CALP Street/Road Model Assignment (LP55)... 94 CALP Utility Model Assignment (LP56)... 95 CALP Land Relationships (LP57)... 96 CALP Depth Factors Maintenance (LP58)... 98 CALP Acres Adjustment Tables (LP59)... 99 Residential Front Foot Rates (LP61)... 100 Residential Square Foot Land Rates (LP62)... 101 Residential Acre Land Rates (LP63)... 102 Residential Gross Land Rates (LP64)... 103 Residential Unit Land Rates (LP65)... 104 Commercial Front Foot Land Rates (LP71)... 105 Commercial Square Foot Land Rates (LP72)... 106 Commercial Acre Land Rates (LP73)... 107 Commercial Gross Land Rates (LP74)... 108 Commercial Unit Land Rates (LP75)... 109 Residential Neighborhood Front Foot Land Rates (LP81)... 110 Residential Neighborhood Square Foot Land Rates (LP82)... 111 Residential Neighborhood Acre Land Rates (LP83)... 112 Residential Neighborhood Gross Land Rates (LP84)... 113 Residential Neighborhood Unit Land Rates (LP85)... 114 PERSONAL PROPERTY (PP) SCREENS RELATED TO VALUATION... 115 PP41 Table Maintenance... 115 Overview... 115 To Query the Table Maintenance Record... 115 To Add a Table Maintenance Record... 116 To Delete a Table Maintenance Record... 120 SYSTEM (SY) SCREENS RELATED TO VALUATION... 121 SY23 SYSFACT Maintenance... 121 Overview... 121 To Add a Sysfact Maintenance Record... 122 To Modify a Sysfact Maintenance Records... 122 SY95 AASYS MAINTENANCE... 123 Overview... 123 To Set Up Your IAS Functions... 123 APPENDIX A: COSTING EXERCISE - RESIDENTIAL... 125 Main Dwelling Calculations... 125 Other Feature Calculations... 129 Dwelling Addition Calculations... 131 Final Dwelling Calculations... 135 OBY Calculations... 139 OBY Condo Valuation... 144 SFLA Calculations... 145 Residential Condominium Valuation... 145 APPENDIX B: COSTING EXERCISE COMMERCIAL... 149 Main Building Calculation, CLT Method... 149 Building Other Features Calculation... 156 Marshall & Swift Main Building Calculation... 159 4/24/2014 Tyler Technologies v

IAS 4.0 Cost & Income Valuation Guide APPENDIX C: AGRICULTURAL USE VALUATION EXERCISE... 168 Agricultural Use Valuation... 168 APPENDIX D: COSTING EXERCISE INCOME... 170 Gross Income Calculation... 170 Additional Gross Income... 172 Potential Gross Income... 173 Additional Income Calculation... 174 Expense Calculation... 175 Utility Expense... 176 Net Income Calculation... 176 Final Income Value... 176 Direct Capitalization... 176 Mortgage Equity... 177 Gross Income Multiplier... 177 Gross Rent Multiplier... 178 Appraised Value... 179 Income Valuation from Actuals... 180 Gross Income Calculation... 180 Expense Calculation... 181 Net Income Calculation... 182 Direct Capitalization Method... 183 Mortgage Equity Analysis... 184 Gross Rent Multiplier... 186 Gross Income Multiplier... 187 Discounted Cash Flow... 187 Residual Calculations... 189 Final Income Value... 194 vi Tyler Technologies 4/24/2014

IAS 4.0 Cost & Income Valuation Guide PREFACE Much of the processing that occurs in Integrated Assessment System (IAS) 4.0 revolves around the assessment of values. IAS uses three approaches to the valuation of Real property: cost, market, and income. This manual covers the residential cost, commercial cost and income, and agricultural use aspects of valuation in IAS 4.0. The Market approach to valuation is covered in the IAS 4.0 Market Valuation Training Guide. In addition, Computer Assisted Land Pricing (CALP) is covered in the Introduction to IAS 4.0 Computer Assisted Land Pricing (CALP) manual. 4/24/2014 Tyler Technologies 1

ASSESSMENT ADMINISTRATION (AA) SCREENS RELATED TO VALUATION AA44 Overview Jurisdiction Update The Assessment Administration Jurisdiction screen, AA44, is where you define the properties of a jurisdiction. AA44 should only be accessed by the System Administrator or another qualified person. Figure 1. Assessment Administration Jurisdiction, AA44 The display-only fields on AA44 are described as follows: COUNTY: The jurisdiction code. 2 Tyler Technologies 4/24/2014

Updated: The user ID of the person or program that last maintained the selected record and the date and time the record was last updated are displayed. These fields are updated automatically by the program. You cannot change them. Tax Year: The tax year of the record. Note: There should be a separate record for each tax year that will be processed. Version: The version number of the record. CUR: The current flag is displayed for the record. A Y indicates that the record is current; D, currently deactivated; and N, not current. To Query an Assessment Jurisdiction Record on AA44 You may query on any field or combination of fields on the screen. To Add an Assessment Jurisdiction Record 1. [GoTo] AA44, the Assessment Administration Jurisdiction screen. 2. Select Insert from the Record pull-down menu. Begin entering data. 3. Enter the Valuation Methods: Agricultural Residential Commercial Condo Tax Tax Rate Manufactured Homes Tax Adjustment Alternate Tax Rate Market 4. Enter the Homestead Exemption Code. 5. Enter the Land and Building (cost) Factors. 6. Enter the Calc Tables to use for commercial cost valuation in this jurisdiction for this tax year: Land Res Residential 4/24/2014 Tyler Technologies 3

Com Commercial Ag Agricultural Mkt Market Inc Income Apr Appraisal Mh Manufactured Home Oby OBY Valuation Pp Personal Property Msw Marshall & Swift Nr Natural Resources 7. Select the Audit Version(s). Click the appropriate box to select yes to create an on-line audit trail in this jurisdiction for this tax year for CAMA parcel data tables. Select all that apply. Ag Agricultural Apr Appraisal Asmt ASMT tables Com Commercial Ex Exemption Land Mh Manufactured homes Og Mineral Oby OBY Tables Pp Personal Property Real Real Property Description Res Residential CAMA Spec Special Assessment Ht Hearing Tracking Nr Natural Resources 8. Enter the Flag Labels. These are the user-defined processing labels stored on AA13. Up to 20 labels can be specified. 9. Click the [Save] icon to save your changes. 4 Tyler Technologies 4/24/2014

To Update an Assessment Jurisdiction Record 1. [GoTo] AA44, the Assessment Administration Jurisdiction screen. 2. Query the record as previously described. 3. Click on the record or field to be changed and enter your changes. 4. Click the [Save] icon to save your changes. To Delete an Assessment Jurisdiction Record Note: Deleting a record removes the record from the database permanently. 1. Query the record as previously described. 2. Place your cursor on the record to be deleted. 3. Click the [Delete Record] icon. 4. Click the [Save] icon to save your changes. 4/24/2014 Tyler Technologies 5

COMPUTER ASSISTED MASS APPRAISAL (CAMA) SCREENS RELATED TO VALUATION CAMA Cost & Income Valuation The appraisal staff maintains CAMA cost tables through a series of screens (CA41 through CA67 and LP51 through LP85). On-line valuation processes, access the appropriate tables to perform the needed calculations to arrive at a cost value. The cost table screens may be found in this section. The values calculated by the CAMA on-line valuation routines and displayed on the CAMA screens are described below and are in the order they appear on screens CA11 through CA36. On-line calculations may be triggered by changes to data or by clicking the [Calculation] icon. Full calculations, where multiple parcel tables are involved, are only performed when the data is saved. Note: The following few pages contain a discussion of the interrelationships of the CAMA screens. The discussion includes some information about screens CA11 through CA35. More detailed descriptions of CA11 through CA35 are located in the IAS 4.0 User s Guide. CA11 - CAMA Appraised Values Appraised Lane: Land value is calculated as the sum of land values from CA14. The calculated value is written to the Appraised Land value field unless the Reviewer Reason Code is an override, in which case the Land Value Estimate is written to the field. Appraised Bldg: Building cost value is calculated as Dwelling value plus the sum of the OBY values plus Gross Building plus Commercial Building value. The calculated value is written to the Appraised Bldg value field, if the review code is cost. If the Review code is an override, the Bldg Value Estimate is written to the Appraised Bldg Value field. If the review code is market or income, the building value equals the total value minus the land. Appraised Total: The total appraised value can be used without a land and building breakout. Exemption Value: If an override exemption percent is entered here on CA11, that percent is multiplied times the final appraised value (land and building) and overrides any separate land or building exemptions. 6 Tyler Technologies 4/24/2014

Exemption Building: Exemption Building is calculated as dwelling value times Exemption percent (CA21, page 3) plus the OBY values times the Exemption percent (CA24, page 2) plus the commercial building value times the exemption percent (CA31, page 1). Land Cost: Retrieved from CA14. Building Cost: The total of Dwelling, Commercial OBY, and Gross Building values. Total Cost: Land plus Building cost. Income: Income Value retrieved from IE19 plus a residential GRM (Gross Rent Multiplier) value calculated from CA21. Market: Retrieved from the Market Valuation module. Detail Page Dwelling: Retrieved from CA21. Misc & OBY: Sum of RCNLDs from CA24, page 1. Commercial: Retrieved from CA31. Gross Bldg: Retrieved from CA12. MRA Estimate: Retrieved from Market Valuation model. Weighted Estimate: Retrieved from Market Valuation module. Market Value: Retrieved from Market Valuation module. Net Income: Sum of incomes from CA35, page 4, if final income value is from model approach; parcel NOI from IE18, if actual approach was used. Commercial Income Value: Final income value using approach selected on IE19. Residual: Residual square feet of land value, plus residual acreage value. Personal Property: Entered by the appraiser on IE19 or retrieved from the Personal Property module. Residential GRM Value: Calculated on CA21. 4/24/2014 Tyler Technologies 7

CA14 Land Data and Computations Land data can be entered in Front feet, Square feet, Acres, Gross (value), or Units. Depending on the land type, a model of base rates for the parcel s neighborhood is retrieved. This model is based on location, jurisdiction, zoning, road/street, and utilities. A depth factor is also retrieved for front foot entries. Each model contains a standard size. The standard size is multiplied times the base rate. Then the difference between the standard size and the actual size is calculated, and the total value is adjusted by the difference times an incremental or decremental rate. You can override the base, incremental, and decremental rates. Spot location (from CA12) and acre size adjustment (using acres from the line being calculated or total acres from CA12) allow for further adjustments to the land price. CA20 Dwelling Quick Data Entry The Residential Data Entry screen, CA20, allows you to enter all the dwelling data on one screen to streamline the data entry process. CA20 has six pages (tabs). PAGE (TAB) Dwelling Addition Comment Enter Permit Sketch SCREEN(S) LINKED CA21 and CA24 CA22 AA14 CA16 CA15 CA23 These individual tabs or pages are linked to the screens mentioned above and function identically to those screens. These different pages allow for information on the screen to be logically organized and easy to view. You can toggle back and forth between pages by clicking on the tabs. CA20 utilizes the existing setups for AA14, CA15, CA16, CA21, CA22 and CA24. An additional setup allows the comment tab to link to a screen other than AA14, such as AA18. CA21 Dwelling Data Tables and entries required for dwelling calculations are shown in Table 1. The algorithms follow the standard CLT cost manual. Rounding is determined by entries in the SYSFACT tables (SY23). The calculation requires valid area and addition values (CA22, table ADDN). Changing the heat code will recalculate those values on CA22. CA22 Residential Addition Data Area is either entered by you or calculated from the wall distances entered in the vectors. 8 Tyler Technologies 4/24/2014

Value is calculated as area times the rate found on CA43, based on the addition code and adjusted by floor rate if applicable. CA24 Outbuildings and Yard Improvements Depreciation tables are read from a table (RCDEPR on CA44) rather than computed. The OBY cost table entry (RCOBY on CA45) points to the table to use. CA30 Composite Commercial Building Data The Composite Commercial Data screen, CA30, allows you to enter or update commercial building characteristics, interior and exterior data, other features, OBY, Neighborhood factors, as well as view the property sketch. PAGE (TAB) Main Comm Bldg Int/Ext Features OBY Sketch SCREEN(S) LINKED CA31 and CA41 CA34 CA32 CA24 CA36 CA31 Commercial Building Data Values are the result of summing the CA34 RCN and RCNLD values and calculating an effective depreciation. CA32 Commercial Building Other Features Data Values (prices) are calculated according to the Unit of Measure assigned to the Structure Code on CA65. The Units of Measure and the algorithms they indicate are: 1 = RU 2 = M 1 M 2 RU 3 = RM 1 U 4 = ¼ M 1 2 RU 5 = ¼ M 1 2 M 2 RU 6 = Using the Elevator Factors on CA66: (F 1 + F 2 S)R 7 = Using the Escalator Factors on CA66: (F 1 + F 2 M 1 )R In the above equations: R = Rate from CA65 U = Number of Identical Units M 1 = Measurement 1 M 2 = Measurement 2 4/24/2014 Tyler Technologies 9

CA33 Apartments Data F 1 = Factor 1 from CA66 based on codes, speed, and capacity F 2 = Factor 2 from CA66 S = Number of Stops Income is calculated as follows using the Apartment Rates found on CA73: 12U(AR A + (F-1)R F + HR H + MR M ) Where: U = Number of Identical Units A = Number of Apartments R A = Apartment Rate F = Number of Full Baths R F = Full Bath Rate H = Number of Half Baths R H = Half Bath Rate M = Number of Amenities R M = Amenities Rate CA34 Commercial Interior/Exterior Data (CLT Method) The value for each line is calculated by multiplying the Square Foot Area times the Rates on CA62, CA63, and CA64. The rates are determined using the Basic Structure Code assigned to the Structure Code on CA31 and the Use Group assigned to the Use Type on CA34, the Exterior Walls, and the Construction Type. The Other Features value (CA32) associated with the line is added. The line value is adjusted by the factors from CA41, CA42, LP51, and CA67 based on Tax Year, Neighborhood, Grade and Class, to produce the RCN. The RCN is multiplied by the Depression Percentage or Market Adjustment Override to arrive at the cost value. The depreciation is determined using the Physical Condition and Functional Utility codes with the values from the tables on CA44 and CA67. CA34 Commercial Interior/Exterior Data (Marshall & Swift Method) The value for each line is calculated by multiplying the Square Foot Area times the Base Rates, as adjusted. The rates come from CA52 and CA53 with further adjustments from CA54 for perimeter/area ration, story height, or number of stories. Current and local multipliers from CA55 are applied. CA35 Commercial Income Summary Data The appraisal staff maintains income model information through a series of screens (CA71 through CA75). Areas are summed by use group on CA35. On-line income valuation accesses the appropriate tables, by use group, to perform the calculations to determine income value. The income modeling screens are illustrated at the end of this section. When tenant valuation is enabled, CA35 areas are summed by use group and section. 10 Tyler Technologies 4/24/2014

CAMA Cost And Income Table Maintenance Screens The CAMA Cost and Income Valuation Table Maintenance Screens are accessed by the Appraisal Analyst to adjust cost rates and income models to reflect current markets. The database tables are listed in Table 1 with their categories and relative screen identifiers, in order by category. Table 1 CAMA Cost Tables DATA CATEGORY RELATED SCREENS DATA TABLE(S) Building Cost Tables Neighborhood Class Factors CA41 NBHDFACT Cost Table Factors CA42 RCFACT Residential Cost for Additions CA43 RCADDN Depreciation Factors CA44 RCDEPR OBY Cost Tables CA45 RCOBY RCOBYMOD M&S Use Codes CA51 CIMSUSE M&S Base Rate Table CA52 CIMSBASE M&S Heat Rate Table CA53 CIMSHEAT M&S Adjustment Table CA54 CIMSADJ M&S Multiplier CA55 CIMSMULT Commercial Structure Codes CA61 CISTRUCT Commercial Base Cost Table CA62 CIBASE Commercial Exterior Wall Rates CA63 CIEXT Commercial Interior Cost Rates CA64 CINTEXT Commercial Other Features Cost Table CA65 CIFEAT Commercial Elevator Table CA66 CIELEV Commercial CDU Definitions CA67 CICDU DATA CATEGORY RELATED SCREENS DATA TABLE(S) Commercial Income Valuation Income Group Descriptions CA71 CIGROUP Income Model Assignments CA72 CINBHD Income Models CA73 CIMOD Income Age Adjustments CA74 CIAGE Tax Rates for Income Calculations CA75 CITAX Land Valuation Screens Neighborhood Models and Defaults LP51 LPNBHD Land Models and Rates LP52 LPMOD Zone Model Assignment LP53 LPZONE Location Land Models LP54 LPLOC Street Land Models LP55 LPSTREET Utility Land Models LP56 LPUTIL 4/24/2014 Tyler Technologies 11

DATA CATEGORY RELATED SCREENS DATA TABLE(S) Land Code Relationships LP57 LPCODE Depth Factors LP58 LPDEPTH Acre Size Adjustment LP59 LPACRE Residential Front Foot Rates LP61 LPMOD Residential Square Foot Rates LP62 LPMOD Residential Acreage Rates LP63 LPMOD Residential Gross Land Rates LP64 LPMOD Residential Unit Land Rates LP65 LPMOD Commercial Front Foot Rates LP71 LPMOD Commercial Square Foot Rates LP72 LPMOD Commercial Acreage Rates LP73 LPMOD Commercial Gross Land Rates LP74 LPMOD Commercial Unit Land Rates LP75 LPMOD Residential NBHD Front Foot Rates LP81 LPMOD Residential NBHD Square Foot Rates LP82 LPMOD Residential NBHD Acreage Rates LP83 LPMOD Residential NBHD Gross Land Rates LP84 LPMOD Residential NBHD Unit Land Rates LP85 LPMOD 12 Tyler Technologies 4/24/2014

CA41 Overview Neighborhood Cost Factors The Neighborhood Cost Factors screen, CA41, allows you to factor intermediate or final values by neighborhood and optionally, by class. Figure 2. Neighborhood Cost Factors Screen, CA41 CA41 can be used to apply cost factors to certain screens and fields (i.e. CA11, CA14, CA21, CA24 and CA31) based on specific classes, neighborhoods, and other conditions. The screen gives the user the ability to increase or decrease the values over a certain range or group of parcels (i.e. neighborhood grouping). The cost version on CA41 is tied to the RES cost version which is found on AA44. The NBHD list of value box will display a list of all neighborhoods which are found on LP51 for the cost version that is entered. 4/24/2014 Tyler Technologies 13

To apply the factor against all neighborhoods enter 8 asterisks (********). In order to use this setup a NBHD of ******** must be created on LP51 for the desired cost version. The Class column is used to enter specific classes to which the cost factor will be applied. To apply a factor against all classes enter 4 asterisks (****). This will apply the factor against the specified NBHD for all classes. The Check Screen/Col and Check Value fields can be used to verify certain conditions exist before the factor is applied. If no screen, column or value are entered this check will be ignored. The Factored Screen/Column will show all of the available screens and fields to which a factor can be applied. The Low/High fields can be used to check to see if the value defined by the Factored Screen/Column lies between this range. If these fields are blank the factor will be applied regardless of the value. The Factor field is used to enter the actual cost factor. To increase a certain field by 10% the factor would be entered as 1.10. The display-only fields on CA41 are described as follows: COUNTY: The jurisdiction code. Updated: The user ID of the person or program that last maintained the selected record and the date and time the record was last updated are displayed. These fields are updated automatically by the program. You cannot change them. 14 Tyler Technologies 4/24/2014

To Query a Neighborhood Class Factor Record 1. [GoTo] CA41, Neighborhood Cost Factors screen. 2. Click the [Enter Query] icon and enter your query criteria. You may query on any field or combination of fields on the screen. 3. Click the [Execute Query] icon to display the records that meet the query criteria. To Add a Neighborhood Class Factor Record 1. [GoTo] CA41, Neighborhood Cost Factors screen. 2. Select Insert from the Record pull-down menu. Begin entering data. 3. Enter the Cost Version (table) that will be applied to value parcels in the tax year. 4. Enter the Nbhd (neighborhood). Use to view valid Neighborhood codes. Entering eight asterisks ( ) will cause the factor to be applied to all neighborhoods. 5. Enter the property Class for which the adjustment will be applied. Entering the four asterisks ( ) will cause the factor to be applied to all classes. 6. If an additional qualifier is required for applying the factor, enter the Check Scrn and Col (screen and column) where the data is found and the value to be checked against. This feature allows parcels with a style of condo, for example, to be factored differently than other dwellings. 7. Enter the Scrn (screen) where the data being factored is found. 8. Enter the column to be factored. 9. Enter the Low. This is the minimum value stored in the column specified for which the factor will be applied. 10. Enter the High. This is the maximum value stored in the column specified for which the factor will be applied. 11. Enter the Factor. Enter as a whole number in the format 99.9999. Enter 100 percent as 1. 12. Click the [Save] icon to save your changes. 4/24/2014 Tyler Technologies 15

Example setups Figure 3. This setup will increase the land value on CA11 by 15% for all neighborhoods and all classes. Figure 4. This setup will increase the land value on CA11 by 15% for all class R parcels in neighborhood 00018000. 16 Tyler Technologies 4/24/2014

Figure 5. This setup will increase the land value on CA11 by 15% for class R parcels in neighborhood 00018000 that have a land use code on CA12 of 800 and a land value on CA11 between $10,000 and $15,000. To Update a Neighborhood Class Factor Record 1. [GoTo] CA41, Neighborhood Cost Factors screen. 2. Query the record as previously described. 3. Click on the record or field to be updated and enter your changes. 4. Click the [Save] icon to save your changes. To Delete a Neighborhood Class Factor Record Note: Deleting a record removes the record from the database permanently. 1. Query the record as previously described. 2. Click on the record to be deleted. 3. Click the [Delete Record] icon. 4. Click the [Save] icon to save your changes. 4/24/2014 Tyler Technologies 17

CA42 Overview Cost Table Factors The Cost Table Factors screen, CA42, provides the means to enter or change cost valuation rates for various dwelling components (i.e., baths, basements, etc.) The user can also add or change the allowable variable codes that describe the dwelling components. This screen is also used to enter the overall commercial cost valuation index, the residential schedule level. Figure 6. Cost Table Factors Screen, CA42 The display-only field on CA42 is described as follows: Updated: The user ID of the person or program that last maintained the selected record and the date and time the record was last updated are displayed. These fields are updated automatically by the program. You cannot change them. 18 Tyler Technologies 4/24/2014

To Query a Cost Table Factor Record 1. [GoTo] CA42, the Cost Table Factors Screen. 2. Click the [Enter Query] icon and enter your query criteria. You may query on any field or combination of fields on the screen. 3. Click the [Execute Query] icon to display the records that meet the query criteria. 4. Click the [Previous Record] icon to scroll through the displayed records. To Add a Cost Table Factor Record Note: IAS will be installed with Cost Table Factors that contain base rates for cost valuation. Updates to these factors will almost always be limited to changing the rate for valuation for an existing factor and variable or adding a record for a new variable to an existing factor. 1. [GoTo] CA42, the Cost Table Factor screen. 2. Select Insert from the Record pull-down menu. Begin entering data. 3. Enter the Cost Table Version for the record. The table version ties all the factor records together for use in an overall building cost table. Cost table versions are assigned to value parcels in a specific tax year in AA44, Assessment Administration Jurisdiction. 4. Enter the Factor Name. Factors may represent components of a dwelling, such as plumbing fixture, or overall cost table adjustments, such as the commercial cost table index factor. Almost all factor names are predefined for use by the cost valuation program. 5. Enter the code for the Variable Being Costed. This code identifies the variables which might require different rates for cost valuation; for example, Variable cost 1 for the Factor BSMT might represent concrete slab. 6. Enter the Description for the Factor/Variable combination. One field with 30 characters is provided. 4/24/2014 Tyler Technologies 19

7. Enter the Rate for Valuation for the factor/variable record. This can be a negative or positive value expressed as a flat value or a rate per unit of measure. The way the cost program uses the entered rate is pre-determined by the factor being costed. 8. Click the [Save] icon to save your changes. To Update a Cost Factor Table Record 1. [GoTo] CA42, the Cost Table Factors Screen. 2. Query the record as previously described. 3. Click on the record to be updated and enter your changes. 4. Click the [Save] icon to save your changes. To Delete a Cost Factor Table Record Note: Deleting a cost factor record removes the record from the database permanently. Before deleting a record, be sure its variable is not present on any dwelling records in your database. 1. Query the record as previously described. 2. Click on the record to be deleted. 3. Click the [Delete Record] icon. 4. Click the [Save] icon to save your changes. 20 Tyler Technologies 4/24/2014

CA43 Overview Residential Cost for Additions The Residential Cost for Additions screen, CA43, provides the means to define the dwelling addition codes used in sketch vectors in CA22. It is also the screen where the user enters the cost rates for valuing the additions and decides which addition codes may be used for which levels of the dwelling. Figure 7. Residential Cost for Additions Screen, CA43 The display-only field on CA43 is described as follows: Updated: The user ID of the person or program that last maintained the selected record and the date and time the record was last updated are displayed. These fields are updated automatically by the program. You cannot change them. 4/24/2014 Tyler Technologies 21

To Query an Addition Cost Record 1. [GoTo] CA43, Residential Cost for Additions screen. 2. Click the [Enter Query] icon and enter your query criteria. You may query on any field or combination of fields on the screen. 3. Click the [Execute Query] icon to display the records that meet the query criteria. To Add an Addition Cost Record 1. [GoTo] CA43, Residential Cost for Additions screen. 2. Select Insert from the Record pull-down menu. Begin entering data. 3. Enter the Cost Ver(sion) for the record. The Cost Table Version ties all the addition cost records together for use in an overall building cost table. Cost versions are assigned to value parcels in specific tax years in AA44, Assessment Administration Jurisdiction. 4. Enter the Addn (addition) code for the record. This is a two-character code that will identify the addition when it is vectored in CA22. 5. Enter the Flr Adj (floor adjustment) flag. Enter Y when the upper floors of an addition are to be priced at a different cost rate than the first floor of the addition. Enter N if all floors of the addition will be priced at the same cost rate. 6. Enter the flags for OK on (allowable on) floors. The floors are L (lower), 1 (first),2 (second), 3 (third or above). Enter a Y under the appropriate floor if the addition may be coded on that floor by sketch vectors entered on CA22. Enter N if the addition code may not be entered for that floor. 7. Enter the A/C Rate. This is the cost per square foot that will be added to the cost for the addition if the dwelling has central air conditioning. 8. Enter the 1 st Floor Constant term to be used in first floor addition value calculation. 9. Enter the 1 st Floor Rate. It will be applied to the lowest level of the addition. 10. Enter the 1 st Floor Sq. Rt Term. Enter the rate per square root of area of first floor addition. 11. Enter the Upper Floor Constant term to be used in other than first floor addition value calculation. 22 Tyler Technologies 4/24/2014

12. Enter the Upper Floor Rate. It will be applied to the upper floors of the addition after a first floor rate has been applied. This field is required if the Flr Adj flag is Y. 13. Enter the Upper Floor Sq. Rt Term (Square Root Term). This is the rate per square root of area of first floor addition. 14. Enter the part SFLA Factor. This field is entered only if all or part of the area of the addition code is to be included in the dwelling s calculated square feet of living area. This is a percentage of the addition square foot area. Enter the percentage as a whole number, in format 9.99. Enter 100% as a 1. 15. Enter the Sum of Area % that gets added into the parcel area summary. Enter 100% as 100. 16. Click the [Save] icon to save your changes. To Update an Addition Cost Record 1. [GoTo] CA43, Residential Cost for Additions screen. 2. Query the record as previously described. 3. Click on the record or field to be updated and enter your changes. 4. Click to the [Save] icon to save your changes. To Delete an Addition Cost Record Note: Deleting a record removes the record from the database permanently. 1. Query the record as previously described. 2. Click on the record to be deleted. 3. Click the [Delete Record] icon. 4. Click the [Save] icon to save your changes. 4/24/2014 Tyler Technologies 23

CA44 Overview Depreciation Factors The Depreciation Factors Screen, CA44, is where you create depreciation (percent good) tables for use in Residential and Commercial Building Cost Calculation. The cost valuation program will select a percent good for a building from these tables based on the building s age and Condition, Desirability, and Utility (CDU) rating. Figure 8. Depreciation Factors Screen, CA44 The display-only field on CA44 is described as follows: Updated: The user ID of the person or program that last maintained the selected record and the date and time the record was last updated are displayed. These fields are updated automatically by the program. You cannot change them. 24 Tyler Technologies 4/24/2014

To Query a Depreciation Factor Record 1. [GoTo] CA44, the Depreciation Factors screen. 2. Click the [Enter Query] icon and enter your query criteria. You may query on any field or combination of fields on the screen. 3. Click the [Execute Query] icon to display the records that meet the query criteria. To Add a Depreciation Factor Record 1. [GoTo] CA44, the Depreciation Factor screen. 2. Select Insert from the Record pull-down menu. Begin entering data. 3. Enter the Cost Ver(sion) for the record. The Cost Version ties all the depreciation table records for use in an overall building cost table. Cost table versions are assigned to value parcels in specific tax years in AA44, Assessment Administration Jurisdiction. 4. Enter the cost Tbl # (table number). This is a 5-character code that allows the user to create multiple depreciation tables. For example, this allows buildings in different neighborhoods to be valued using different depreciation tables. 5. Enter the Age Depreciated. This is the maximum age, in years, of the buildings for which the depreciation (or percent good) entries will apply. 6. Enter the Percent Good (depreciation) factor for each CDU (Condition, Desirability, and Utility) displayed on the screen. These CDU s are predefined and correspond to the CDU rating entered for individual buildings. The percent good is entered as a whole number, in format 999. Enter 98% good as 98. Be sure to make a percent good entry for each CDU rating displayed, (Excellent, Very Good, Good, Avg, Fair, Poor, P-, Very Poor, V-, and Unsound). 7. Click the [Save] icon to save your changes. 4/24/2014 Tyler Technologies 25

To Update a Depreciation Factor Record 1. [GoTo] CA44, the Depreciation Factor screen. 2. Query the record as previously described. 3. Click on the record to be updated and enter your changes. 4. Click the [Save] icon to save your changes. To Delete a Depreciation Factor Record Note: Deleting a record removes the record from the database permanently. 1. Query the record as previously described. 2. Click on the record to be deleted. 3. Click the [Delete Record] icon. 4. Click the [Save] icon to save your changes. 26 Tyler Technologies 4/24/2014

CA45 Overview OBY Cost Table The OBY Cost Table screen, CA45, allows you to create cost tables to value Other Building and Yard structures. You can define allowable codes, cost valuation formulas, modification codes, and assign depreciation and CDU tables. Figure 9. OBY Cost Table, CA45 The display-only fields on CA45 are described as follows: To Query a OBY Cost Record Updated: The user ID of the person or program that last maintained the selected record and the date and time the record was last updated are displayed. These fields are updated automatically by the program. You cannot change them. Unit Code Description. Description of the Unit Code is displayed. 1. [GoTo] CA45, the OBY Cost Table screen. 4/24/2014 Tyler Technologies 27

2. Click the [Enter Query] icon and enter your query criteria. You may query on any field or combination of fields on the screen. 3. Click the [Execute Query] icon to display the records that meet the query criteria. To Add a Cost Table Record 1. [GoTo] CA45, the OBY Cost Table screen. 2. Select Insert from the Record pull-down menu. Begin entering data. 3. Enter the Cost Version for the record. The cost version ties all the OBY cost table records with that version number together for use in an overall Building Cost Table. Cost table versions are assigned to value parcels in specific tax years in AA44, Assessment Administration Jurisdiction. 4. Enter the OBY Structure Type Code. This is a 3-character code for entry in CA24, the Other Building and Yard Info screen. 5. Enter the Description of the OBY Code. One 30-character field is provided. 6. Enter the Unit Code. This code represents the unit of measure and value calculation method. The allowable entries are 1 through 6; refer to the CAMA Cost Valuation section earlier in this documentation for the algorithms associated with each code. 7. Enter the Minimum (allowable) Size for the OBY structure. This size will be edited by CA24, the Other Building and Yard Info screen. 8. Enter the Maximum (allowable) Size for the OBY structure. This size will be edited by CA24, the Other Building and Yard Info screen. 9. Enter the number of the Depreciation Table that will be used for this OBY structure. These tables are defined in CA44, the Depreciation Factor screen. 10. Enter the code for the CDU Table that will be used to determine a CDU rating for the structure. The CDU definition tables are created by CA67. 11. Enter the Sum of Area % of total area to be added. 12. Ignore the Local Multiplier. This is used by only one CLT client. 13. Enter the appropriate quality grade Factors. These factors will be used to adjust the OBY structure value for quality of construction. The grades are pre-defined: A, B, C, D, and E. Enter the factor as 9.99. 100% is entered as 1.00. 28 Tyler Technologies 4/24/2014

14. Enter the three Cost Equation fields to the right of the Formula #. This is the formula for calculating the cost value of the OBY structure. Do not enter the Formula # or fields R4 through R7, as these are used by only one CLT client. For more information, see SPEC_RESCAMA CALCULATIONS ONLY.PDF. 15. Enter the Modification Costs, if appropriate. These costs add value to the OBY structure for special features that are not included in the Base Cost formulas. 16. Enter the Mod Code: the three-character code identifying the special feature. 17. Enter the Description of the special feature. Thirty characters are provided. 18. Enter the Rate to be used in calculating the cost value of the special feature, or Mod Code. Enter this rate as 999999.99; the rate will be applied to the area of the OBY structure. 19. Enter the flat Value to be added to the OBY structure value for the special feature. Enter in format 999999. You may use Value in addition to or instead of the Rate entry. 20. Click the [Save] icon to save your changes. To Update a Residential OBY Cost Table Record 1. [GoTo] CA45, the Residential OBY Cost Table screen. 2. Query the record as previously described. 3. Click on the record to be updated and enter your changes. 4. Click the [Save] icon to save your changes. To Delete a Residential OBY Cost Table Record Note: Deleting a record removes the record from the database permanently. 1. Query the record as previously described. 2. Click on the record to be deleted. 3. Click the [Delete Record] icon. 4. Click the [Save] icon to save your changes. 4/24/2014 Tyler Technologies 29

CA51 Overview M&S Use Codes The M&S Use Codes screen, CA51, allows you to create, maintain, and delete records. Figure 10. M&S Use Codes Screen, CA51 The display-only field on CA51 is described as follows: Updated: The user ID of the person or program that last maintained the selected record and the date and time the record was last updated are displayed. These fields are updated automatically by the program. You cannot change them. To Query an M&S Use Code Record 1. [GoTo] CA51, the M&S Use Codes screen. 2. Click the [Enter Query] icon and enter your query criteria. You may query on Cost Version, Section, Table, Name, Description, Use Group, and/or Area %. 30 Tyler Technologies 4/24/2014

3. Click the [Execute Query] icon to display the records that meet the query criteria. 4. Use the [Previous Record] icon to scroll through the displayed records. To Add an M&S Use Code Record 1. [GoTo] CA51, the M&S Use Code screen. 2. Select Insert from the Record pull-down menu. Begin entering data. 3. Enter the Cost Version (table) for the record. 4. Enter the Section number. 5. Enter the Tab(le) identifier. 6. Enter the Name. One 12-character field is provided. 7. Enter the Description. One 40-character field is provided. 8. Enter the Use Group. 9. Enter the Sum of Area % to be included. 10. Click the [Save] icon to save your changes. To Update an M&S Use Code Record 1. [GoTo] CA51, the M&S Use Code screen. 2. Query the record as previously described. 3. Click on the record to be updated and enter your changes. 4. Click the [Save] icon to save your changes. To Delete an M&S Use Code Record Note: Deleting a record removes the record from the database permanently. 1. Query the record as previously described. 2. Click on the record to be deleted. 3. Click the [Delete Record] icon. 4. Click the [Save] icon to save you changes. 4/24/2014 Tyler Technologies 31

CA52 Overview M&S Base Rate Table The M&S Base Rate Table screen, CA52, is where you can view and maintain Base Rates. The base rate is an adjusted rate, heat rate has been subtracted from the base rate so that it can be added back in for the appropriate climate Figure 11. M&S Base Rate Table Screen, CA52 The display-only field on CA52 is described as follows: Updated: The user ID of the person or program that last maintained the selected record and the date and time the record was last updated are displayed. These fields are updated automatically by the program. You cannot change them. 32 Tyler Technologies 4/24/2014

To Query an M&S Base Rate Table Record 1. [GoTo] CA52, the M&S Base Rate Table screen. 2. Click the [Enter Query] icon and enter your query criteria. You may query by any field or combination of fields on the screen. 3. Click the [Execute Query] icon. The screen will display the records that meet the query criteria. 4. Use the [Previous Record] icon to scroll through the displayed records. To Add an M&S Base Rate Table Record 1. [GoTo] CA52, the M&S Base Rate Table screen. 2. Select Insert from the Record pull-down menu. Begin entering data. 3. Enter the Cost Version (table) for the record. 4. Enter the Section number. 5. Enter the Table identifier. 6. Enter the Class. 7. Enter the Quality Type. 8. Enter the Base Rate for heating. 9. Enter the Elevator Rate. 10. Enter the Heat Code. 11. Enter the Depr Table (depreciation table) identifier (e.g., M70 for seventy years expected life). 12. Enter the Use Group. This Use Group will override the Use Group on CA51 in income model calculation. 13. Click the [Save] icon to save your changes. 4/24/2014 Tyler Technologies 33

To Update an M&S Base Rate Record 1. [GoTo] CA52, the M&S Base Rate Table screen. 2. Query the record as previously described. 3. Click on the record to be updated and enter your changes. 4. Click the [Save] icon to save your changes. To Delete an M&S Base Rate Record Note: Deleting a record removes the record from the database permanently. 1. Query the record as previously described. 2. Click on the record to be deleted. 3. Click the [Delete Record] icon. 4. Click the [Save] icon to save you changes. 34 Tyler Technologies 4/24/2014

CA53 Overview M&S Heat Rate Table Heat rates are maintained in the M&S Heat Rate Table screen, CA53. Figure 12. M&S Heat Rate Table, CA53 The display-only field on CA53 is described as follows: Updated: The user ID of the person or program that last maintained the selected record and the date and time the record was last updated are displayed. These fields are updated automatically by the program. You cannot change them. 4/24/2014 Tyler Technologies 35

To Query an M&S Heat Rate Table Record 1. [GoTo] CA53, the M&S Heat Rate Table screen. 2. Click the [Enter Query] icon and enter your query criteria. You may query on any field or combination of fields on the screen. 3. Click the [Execute Query] icon to display the records that meet the query criteria. 4. Use the [Previous Record] icon to scroll through the displayed records. To Add an M&S Heat Rate Table Record 1. [GoTo] CA53, the M&S Heat Rate Table screen. 2. Select Insert from the Record pull-down menu. Begin entering data. 3. Enter the Cost Version (table) for the record. 4. Enter the Heat Code. 5. Enter the Name. One field 12 characters is provided. 6. Enter the Description. One field with 40 characters is provided. 7. Enter the Section to which the heat rates apply. 8. Enter the Table to which the heat rates apply. 9. Enter the Class for the HVAC heat rates. 10. Enter the Quality Type for the HVAC heat rates. 11. Enter the Heat Rate. 12. Click the [Save] icon to save your changes. To Update an M&S Heat Rate Table Record 1. [GoTo] CA53, the M&S Heat Rate Table screen. 2. Query the record as previously described. 3. Click on the record to be updated and enter your changes. 4. Click the [Save] icon to save your changes. 36 Tyler Technologies 4/24/2014

To Delete an M&S Heat Rate Table Record Note: Deleting a record removes the record from the database permanently. 1. Query the record as previously described. 2. Click on the record to be deleted. 3. Click the [Delete Record] icon. 4. Click the [Save] icon to save you changes. 4/24/2014 Tyler Technologies 37

CA54 Overview M&S Adjustment Table The M&S Adjustment Table, CA54, shows the adjustments in this table relating to perimeter/area ratio, story heights, and number of stories. Only users with update security can add, maintain, and delete records from this screen. Figure 13. M&S Adjustment Table, CA54 The display-only field on CA54 is described as follows: Updated: The user ID of the person or program that last maintained the selected record and the date and time the record was last updated are displayed. These fields are updated automatically by the program. You cannot change them. 38 Tyler Technologies 4/24/2014

To Query an M&S Adjustment Table Record 1. [GoTo] CA54, the M&S Adjustment Table screen. 2. Click the [Enter Query] icon and enter your query criteria. You may query on any field or combination of fields on the screen. 3. Click the [Execute Query] icon to display the records that meet the query criteria. 4. Use the [Previous Record] icon to scroll through the displayed records. To Add an M&S Adjustment Table Record 1. [GoTo] CA54, the M&S Adjustment Table screen. 2. Select Insert from the Record pull-down menu. Begin entering data. 3. Enter the Cost Ver(sion) (table) for the record. 4. Enter the Sec(tion) number. 5. Enter the Tab(le) identifier. 6. Enter the U/P Flag indicator for calculation. U = Units P = Perimeter A = Area 7. Enter the U/P Base for calculation of adjustment. 8. Enter the Factor 1, Factor 2, Factor 3, or Factor 4. These are the adjustment factors for perimeter/area ratio, unit/area ratio or number of units. 9. Enter the Wall Height Base adjustment for the story height. 10. Enter the Adjustment factor for story height. 11. Enter the No of Stories Adjustment #. This is the number of stories without adjustment. 12. Enter the Rate adjustment factor per floor after NS1 stories. 13. Enter the #. This is the maximum number of stories to apply first adjustment. 14. Enter the Rate adjustment factor per floor after NS2 stories. 15. Click the [Save] icon to save your changes. 4/24/2014 Tyler Technologies 39

To Update an M&S Adjustment Table Record 1. [GoTo] CA54, the M&S Adjustment Table screen. 2. Query the record as previously described. 3. Click on the record to be updated and enter your changes. 4. Click the [Save] icon to save your changes. To Delete an M&S Adjustment Table Record Note: Deleting a record removes the record from the database permanently. 1. Query the record as previously described. 2. Click on the record to be deleted. 3. Click the [Delete Record] icon. 4. Click the [Save] icon to save you changes. 40 Tyler Technologies 4/24/2014

CA55 Overview M&S Multiplier Table The M&S Multiplier Table screen, CA55, supply multipliers for time and location. These are factors to the base rates that are distinguished by section and class. Figure 14. M&S Multiplier Table Screen, CA55 The display-only field on CA55 is described as follows: Updated: The user ID of the person or program that last maintained the selected record and the date and time the record was last updated are displayed. These fields are updated automatically by the program. You cannot change them. 4/24/2014 Tyler Technologies 41

To Query an M&S Multiplier Table Record 1. [GoTo] CA55, the M&S Multiplier Table screen. 2. Click the [Enter Query] icon and enter your query criteria. You may query on any field or combination of fields on the screen. 3. Click the [Execute Query] icon. The screen will display the records that meet the query criteria. 4. Use the [Previous Record] icon to scroll through the displayed records. To Add an M&S Multiplier Table Record 1. [GoTo] CA55, the M&S Multiplier Table screen. 2. Select Insert from the Record pull-down menu. Begin entering data. 3. Enter the Cost Version (table) for the record. 4. Enter the Section number. 5. Enter the Class. 6. Enter the Current Multiplier (time factor). 7. Enter the Local Multiplier (location factor). 8. Click the [Save] icon to save your changes. To Update an M&S Multiplier Table Record 1. [GoTo] CA55, the M&S Multiplier Table screen. 2. Query the record as previously described. 3. Click on the record to be updated and enter your changes. 4. Click the [Save] icon to save your changes. 42 Tyler Technologies 4/24/2014

To Delete an M&S Multiplier Table Record Note: Deleting a record removes the record from the database permanently. 1. Query the record as previously described. 2. Click on the record to be deleted. 3. Click the [Delete Record] icon. 4. Click the [Save] icon to save you changes. 4/24/2014 Tyler Technologies 43

CA61 Overview Commercial Structure Codes The Commercial Structure Code screen, CA61, allows you to define the codes that are used to describe the overall structure of commercial buildings. CA61 is also used to assign the structure code to a Use Group (Income Model) for income approach valuation. Figure 15. Commercial Structure Codes Screen, CA61 The display-only field on CA61 is described as follows: Updated: The user ID of the person or program that last maintained the selected record and the date and time the record was last updated are displayed. These fields are updated automatically by the program. You cannot change them. 44 Tyler Technologies 4/24/2014

To Query a Commercial Structure Code Record 1. [GoTo] CA61, the Commercial Structure Code screen. 2. Click the [Enter Query] icon and enter your query criteria. You may query on Cost Version or Structure Code. 3. Click the [Execute Query] icon. The screen will display the records that meet the query criteria To Add a Commercial Structure Code Record 1. [GoTo] CA61, the Commercial Structure Code screen. 2. Select Insert from the Record pull-down menu. Begin entering data. 3. Enter the Cost Version for the record. The cost version ties all the structure code records together for use in an overall building cost table. Cost Versions are assigned to value parcels in specific Tax Years in AA44, Assessment Administration Jurisdiction. 4. Enter the Structure Code for the record. This is a 3-character code describing the overall use of the commercial building. 5. Enter the Description for the Structure Code. Thirty characters are provided. 6. Enter the Name for the Structure Code. Twelve characters are provided. 7. Enter the BAS Str Code (Basic Structure Code) for the record. This is the cost component that describes the frame and foundation cost for the building. 8. Enter the (Age-Life) Depreciation tables for each construction type. These construction types correspond to the construction type entered in CA34, Commercial Interior/Exterior Data. Frm (frame) is used when construction type 1 or 4 is entered in CA34; Fire Res (fire resistant) is used when 2 or 3 is entered for construction type in CA34; Oth (other) is reserved for expansion. 9. Enter the Use Group or Income Model to which the structure code is assigned. Income Model components are defined in CA73. 10. Click the [Save] icon to save your changes. 4/24/2014 Tyler Technologies 45

To Update a Commercial Structure Code Record 1. [GoTo] CA61, the Commercial Structure Code screen. 2. Query the record as previously described. 3. Click on the record to be updated and enter your changes. 4. Click the [Save] icon to save your changes. To Delete a Commercial Structure Code Record Note: Deleting a record removes the record from the database permanently. 1. Query the record as previously described. 2. Click on the record to be deleted. 3. Click the [Delete Record] icon. 4. Click the [Save] icon to save your changes. 46 Tyler Technologies 4/24/2014

CA62 Overview Commercial Base Cost Table The Commercial Base Cost Table screen, CA62, allows you to enter rates for use in cost value calculation for each basic structure code. These rates will be applied to calculate a cost value for commercial interior/exterior data entered in CA34. Figure 16. Commercial Base Cost Table Screen, CA62 The display-only field on CA62 is described as follows: Updated: The user ID of the person or program that last maintained the selected record and the date and time the record was last updated are displayed. These fields are updated automatically by the program. You cannot change them. 4/24/2014 Tyler Technologies 47

To Query a Commercial Base Cost Table Screen 1. [GoTo] the CA62, the Commercial Base Cost Table screen. 2. Click the [Enter Query] icon and enter your query criteria. You may query on any field or combination of fields on the screen. 3. Click the [Execute Query] icon. The screen will display the records that meet the query criteria. To Add a Commercial Base Cost Table Record 1. [GoTo] CA62, the Commercial Base Cost Table screen. 2. Select Insert from the Record pull-down menu. Begin entering data. 3. Enter the Cost Version for the record. It ties all the Base Cost Table records together for use in an overall building cost table. Cost Versions value parcels by Tax Years in AA44, Assessment Administration Jurisdiction. 4. Enter the Basic Structure Code to be priced. Codes in use are 01 through 10. 5. Enter the building Level to which the rate will be applied. This is a one character code which corresponds to the From/To levels entered in CA34, Commercial Interior/Exterior Data. Enter B to price basement floors Enter F to price the first floor Enter U to price floors 02 through 99 Enter A to price attic floors Enter M to price mezzanine levels. 6. Enter the code for Construction Type. This entry corresponds to the construction entry in CA34, Commercial Interior/Exterior Data. The predefined codes are: 1 = Wood Frame 2 = Fire Resistant 3 = Fire Proof 4 = Pre-engineered steel 48 Tyler Technologies 4/24/2014

7. Enter the cost Rate to be applied for the basic structure code, level, and framing material. Enter in format 9999.99. 8. Enter a Name to describe the record. Twelve characters are provided. 9. Click the [Save] icon to save your changes. To Update a Commercial Base Cost Table Record 1. [GoTo] the CA62, the Commercial Base Cost Table screen. 2. Query the record as previously described. 3. Click on the record to be updated and enter your changes. 4. Click the [Save] icon to save your changes. To Delete a Commercial Base Cost Table Record Note: Deleting a record removes the record from the database permanently. 1. Query the record as previously described. 2. Click on the record to be deleted. 3. Click the [Delete Record] icon. 4. Click the [Save] icon to save your changes. 4/24/2014 Tyler Technologies 49

CA63 Overview Commercial Exterior Cost Table Screen The Commercial Exterior Cost Table screen, CA63, allows you to assign rates for cost valuation to various types of exterior wall materials. The cost rates will be applied based on data entered in CA34, the Commercial Interior/Exterior Data screen. In CA63, the user may also define allowable wall codes. Cost rates are applied by exterior wall codes and basic structure codes. Figure 17. Commercial Exterior Cost Table Screen, CA63 The display-only field on CA63 is described as follows: Updated: The user ID of the person or program that last maintained the selected record and the date and time the record was last updated are displayed. These fields are updated automatically by the program. You cannot change them. 50 Tyler Technologies 4/24/2014

To Query a Commercial Exterior Cost Table Record 1. [GoTo] CA63, the Commercial Exterior Cost Table screen. 2. Click the [Enter Query] icon and enter your query criteria. You may query on any field or combination of fields on the screen. 3. Click the [Execute Query] icon. The screen will display the records that meet the query criteria. To Add a Commercial Exterior Cost Table Record 1. [GoTo] CA63, the Commercial Exterior Cost Table screen. 2. Select Insert from the Record pull-down menu. Begin entering data. 3. Enter the Cost Version number for the record. The Cost Version ties all the exterior wall table records together for use in an overall building cost table. Cost Versions are assigned to value parcels in specific Tax Years in AA44, Assessment Administration Jurisdiction. 4. Enter the exterior Wall Code representing the construction materials of the exterior walls. 5. Enter the Basic Str(ucture) Code for which the entered rate will be applied. 6. Enter a Description for the exterior wall code. Thirty characters are provided. 7. Enter a Name for the exterior wall code. Twelve characters are provided. 8. Enter the cost Rate to be applied for the exterior wall code/basic structure code combination. Enter in format 9999.99 9. Click the [Save] icon to save your changes. To Update a Commercial Exterior Cost Table Record 1. [GoTo] CA63, the Commercial Exterior Cost Table screen. 2. Query the record as previously described. 3. Click on the record to be updated and enter your changes. 4. Click the [Save] icon to save your changes. 4/24/2014 Tyler Technologies 51

To Delete a Commercial Exterior Cost Table Record Note: Deleting a record removes the record from the database permanently. 1. Query the record as previously described. 2. Click on the record to be deleted. 3. Click the [Delete Record] icon. 4. Click the [Save] icon to save your changes. 52 Tyler Technologies 4/24/2014

CA64 Overview Commercial Interior Cost Table The Commercial Interior Cost Table screen, CA64, allows you to assign rates for cost valuation to the interior components of the interior finish. The cost rates will be applied based on data entered in CA34, the Commercial Interior/Exterior data screen. Cost rates are assigned to the components of the interior finish, based on the use code. Figure 18. Commercial Interior Cost Table Screen, CA64 The display-only field on CA64 is described as follows: Updated: The user ID of the person or program that last maintained the selected record and the date and time the record was last updated are displayed. These fields are updated automatically by the program. You cannot change them. 4/24/2014 Tyler Technologies 53

To Query a Commercial Interior Cost Table Screen 1. [GoTo] CA64, the Commercial Interior Cost Table screen. 2. Click the [Enter Query] icon and enter your query criteria. You may query on Cost Version, Use Code, and/or Interior Finish Code. 3. Click the [Execute Query] icon to display the records that meet the query criteria. To Add a Commercial Interior Cost Table Record 1. [GoTo] CA64, the Commercial Interior Cost Table screen. 2. Select Insert from the Record pull-down menu. Begin entering data. 3. Enter the Cost Version number for the record. The Cost Version ties all the interior cost table records together for use in an overall building cost table. Cost versions are assigned to value parcels in specific tax years in AA44, Assessment Administration Jurisdiction. 4. Enter the 3-digit Use Code for the record. This code corresponds to the use code entered in CA34, the Commercial Interior/Exterior data screen. 5. Enter a Description for the interior finish code. Thirty characters are provided. 6. Enter a Name for the interior finish code. Twelve characters are provided. 7. Enter the $/SqFt base rate for the use type. Enter in format 9999.99. The remaining entries on this screen will be adjustments to the Base Rate. 8. Enter the Interior Finish adjustment rate. This rate will be multiplied by the interior finish percentage entered in CA34, Commercial Interior/Exterior. Enter in format 9999.99. 9. Enter the Partitions adjustment rate for each type of partition. 10. Enter the Heating adjustment rate for each general type of heating. 11. Enter the Air Conditioning adjustment rate for each general type of air conditioning. 12. Enter the Plumbing adjustment rate for each type of plumbing. 13. Enter the Lighting adjustment rate for each type of lighting. 14. Enter the Income Use Group code (income model) for the use code. 54 Tyler Technologies 4/24/2014

15. Enter the Sum of Areas % of the building section to be added. 16. Click the [Save] icon to save your changes. To Update a Commercial Interior Cost Table Record 1. [GoTo] CA64, the Commercial Interior Cost Table screen. 2. Query the record as previously described. 3. Click on the record to be updated and enter your changes. 4. Click the [Save] icon to save your changes. To Delete a Commercial Interior Cost Table Record Note: Deleting a record removes the record from the database permanently. 1. Query the record as previously described. 2. Click on the record to be deleted. 3. Click the [Delete Record] icon. 4. Click the [Save] icon to save your changes. 4/24/2014 Tyler Technologies 55

CA65 Overview Commercial OTHER Features Cost Table The Commercial Other Features Cost Table screen, CA65, allows you to enter allowable codes and associated cost rates for commercial attached improvements. These improvements are described for individual commercial buildings in CA32, the Commercial Other Features screen. Figure 19. Commercial Other Features Cost Table Screen, CA65 The display-only field on CA65 is described as follows: Updated: The user ID of the person or program that last maintained the selected record and the date and time the record was last updated are displayed. These fields are updated automatically by the program. You cannot change them. 56 Tyler Technologies 4/24/2014

To Query a Commercial Other Features Cost Table Screen 1. [GoTo] CA65, the Commercial Other Features Cost Table screen. 2. Click the [Enter Query] icon and enter your query criteria. You may query on Cost Version and/or Structure Code. 3. Click the [Execute Query] icon to display the records that meet the query criteria. To Add a Commercial Other Features Cost Table Record 1. [GoTo] CA65, the Commercial Other Features Cost Table screen. 2. Select Insert from the Record pull-down menu. Begin entering data. 3. Enter the Cost Version for the record. The Cost Version number ties all the commercial features cost records together for use in an overall building cost table. Cost Versions are assigned to value parcels in specific tax years in AA44, Assessment Administration Jurisdiction. 4. Enter the Structure Code describing the commercial other feature. This is the structure code which will be entered in CA32, Commercial Other Features. 5. Enter the Description for the structure code. Thirty characters are provided. 6. Enter the Name for the structure code. Twelve characters are provided. 7. Enter the code for the Unit of Measure by which the structure code will be priced. Use to view valid Unit of Measure codes. The choices are: 1 = Unit 2 = Square feet 3 = Linear feet 4 = Circle area (footprint) 5 = Cylinder volume (cubic feet) (width or height) 6 = Number of stops (elevators) 7 = Feet of rise (escalators) 4/24/2014 Tyler Technologies 57

8. Enter the Rate Per Unit for the structure code. 9. Enter the Sum of Area % to be included. 10. Click the [Save] icon to save your changes. To Update a Commercial Other Features Cost Table Record 1. [GoTo] CA65, the Commercial Features Cost Table screen. 2. Query the Record as previously described. 3. Click on the record to be updated and enter your changes. 4. Click the [Save] icon to save your changes. To Delete a Commercial Other Features Cost Table Record Note: Deleting a record removes the record from the database permanently. 1. Query the record as previously described. 2. Click on the record to be deleted. 3. Click the [Delete Record] icon. 4. Click the [Save] icon to save your changes. 58 Tyler Technologies 4/24/2014

CA66 Overview Commercial Elevator Cost Table The Commercial Elevator Cost Table screen, CA66, allows you to enter allowable codes to describe elevators and escalators in commercial buildings. Elevators and escalators are recorded in CA32, Commercial Other Features, for individual buildings. CA66 also provides the means to define rates for cost valuation for each elevator or escalator code. Figure 20. Commercial Elevator Cost Table Screen, CA66 The display-only field on CA66 is described as follows: Updated: The user ID of the person or program that last maintained the selected record and the date and time the record was last updated are displayed. These fields are updated automatically by the program. You cannot change them. 4/24/2014 Tyler Technologies 59

To Query a Commercial Elevator Cost Table Screen 1. [GoTo] CA66, the Commercial Elevator Cost Table screen. 2. Click the [Enter Query] icon and enter your query criteria. You may query on any field or combination of fields on the screen. 3. Click the [Execute Query] icon to display the records that meet the query criteria. To Add a Commercial Elevator Cost Table Record 1. [GoTo] CA66, the Commercial Elevator Cost Table screen. 2. Select Insert from the Record pull-down menu. Begin entering data. 3. Enter the record s Cost Ver(sion). This ties all the Elevator Cost Table records together in an overall building cost table. Cost Versions value parcels by Tax Years in AA44, Assessment Administration Jurisdiction. 4. Enter the structure Code that will describe the elevator or escalator. 5. Enter the Speed of the elevator/escalator described by the code. Speed is entered as a range of feet per minute; for an elevator whose speed is between 61 and 70 feet per minute, enter 61 in the Min speed field, and 70 in the Max speed field. 6. Enter the Capacity (maximum weight) for the elevator code being priced. It is important to note that the capacity entered for an elevator in CA32 must exactly match the capacity of an elevator cost table record for a cost value to be calculated. For example, two elevators with the same speed rate but different capacities would require different elevator cost table records. The Capacity field is not entered for escalators. 7. Enter the Rate for the elevator or escalator. This is entered as a unit cost, or the flat value for each elevator or escalator entered in CA32, Commercial Other Features. 8. Enter the rate Per Stop/Ft. (foot). Enter the amount to be added to the flat value (Rate, above) for the escalator or elevator. For escalators, enter the rate per foot of rise (height). For elevators, enter the rate per stop. 9. Enter a short Name to describe the elevator or escalator code. One field with 12 characters is provided. 10. Enter a long Description for the elevator or escalator code. One field with 30 characters is provided. 11. Click the [Save] icon to save your changes. 60 Tyler Technologies 4/24/2014

To Update a Commercial Elevator Cost Table Record 1. [GoTo] CA66, the Commercial Elevator Cost Table screen. 2. Query the Record as previously described. 3. Click on the record to be updated and enter your changes. 4. Click the [Save] icon to save your changes. To Delete a Commercial Elevator Cost Table Record Note: Deleting a record removes the record from the database permanently. 1. Query the record as previously described. 2. Click on the record to be deleted. 3. Click the [Delete Record] icon. 4. Click the [Save] icon to save your changes. 4/24/2014 Tyler Technologies 61

CA67 Overview CDU Definitions The CDU Definitions screen, CA67, allows you to create a matrix that assigns the possible combinations of commercial and outbuilding physical and functional condition ratings to a corresponding CDU (Condition, Desirability, and Utility) code. These CDU ratings correspond to the dwelling CDU code entered in CA21, and determine the percent good (or depreciation) factor that the cost program will use to value the building. (See CA44, Depreciation Factors.) Figure 21. CDU Definitions Screen, CA67 The display-only field on CA67 is described as follows: Updated: The user ID of the person or program that last maintained the selected record and the date and time the record was last updated are displayed. These fields are updated automatically by the program. You cannot change them. 62 Tyler Technologies 4/24/2014

To Query a CDU Definition Record 1. [GoTo] CA67, the CDU Definitions screen. 2. Click the [Enter Query] icon and enter your query criteria. You may query on any field or combination of fields on the screen. 3. Click the [Execute Query] icon to display the records that meet the query criteria. To Add a CDU Definition Record 1. [GoTo] CA67, the CDU Definitions screen. 2. Select Insert from the Record pull-down menu and begin entering data. 3. Enter the Cost Table Version for the record. The Cost Table Version ties all the CDU definition records with that version number together for use in an overall Building Cost Table. Cost Table Versions are assigned to value parcels in specific tax years in AA44, Assessment Administration Jurisdiction. 4. Enter the CDU Table number. This table number links the CDU Definitions records with the same number together for assignment in LP51, Neighborhood CDU Table for commercial structures, or CA45, CDU Table for OBY structures. You can define as many CDU tables as required. 5. Enter the Physical Condition code. 6. Enter the Functional Utility code. 7. Enter the CDU rating for the Physical/Functional combination. 8. Click the [Save] icon to save your changes. To Update a CDU Definition Record 1. [GoTo] CA67, the CDU Definitions screen. 2. Query the record as previously described. 3. Click on the record to be updated and enter your changes. 4. Click the [Save] icon to save your changes. 4/24/2014 Tyler Technologies 63

To Delete a CDU Definition Record Note: Deleting a record removes the record from the database permanently. 1. Query the record as previously described. 2. Click on the record to be deleted. 3. Click the [Delete Record] icon. 4. Click the [Save] icon to save your changes. 64 Tyler Technologies 4/24/2014

CA71 Overview Income Group Assignment The Income Group Assignment screen, CA71, allows you to define codes for the Use Group (income models) for the jurisdiction, and decide which unit of measure each use group will use to calculate income. Figure 22. Income Group Assignment Screen, CA71 The display-only field on CA71 is described as follows: Updated: The user ID of the person or program that last maintained the selected record and the date and time the record was last updated are displayed. These fields are updated automatically by the program. You cannot change them. 4/24/2014 Tyler Technologies 65

To Query an Income Group Assignment Record 1. [GoTo] CA71, the Income Group Assignment screen. 2. Click the [Enter Query] icon and enter your query criteria. You may query on any field or combination of fields on the screen. 3. Click the [Execute Query] icon to display the records that meet the query criteria. To Add an Income Group Assignment Record 1. [GoTo] CA71, the Income Group Assignment screen. 2. Select Insert from the Record pull-down menu and begin entering data. 3. Enter the Cost Version for the record. This version number ties all the Income Group Description records with that code into an overall Income Valuation table. Cost versions are assigned to value parcels in specific Tax Years in AA44, Assessment Administration Jurisdiction. 4. Enter the 2-character income Use Group code. This code corresponds to the Use Group assigned to commercial structure codes in CA61, and the Income Use Group assigned to interior finish use codes in CA64 or to the Use Groups assigned for Marshall & Swift valuation in CA51 and CA52. It is the code for an overall income model based on the general use of the property. 5. Enter the Model Type for the use code. This is a single-character code that defines the unit of comparison that the model will use to calculate income. S = Square feet of net rentable area A = Apartment units H = Hotel/motel rooms 6. Enter a Name describing the use code. Twelve characters are provided. 7. Enter a Description for the use code. Thirty characters are provided. 8. Click the [Save] icon to save your changes. 66 Tyler Technologies 4/24/2014

To Update an Income Group Assignment Record 1. [GoTo] CA71, the Income Group Assignment screen. 2. Query the Record as previously described. 3. Click on the record to be updated and enter your changes. 4. Click the [Save] icon to save your changes. To Delete an Income Group Assignment Record Note: Deleting a record removes the record from the database permanently. 1. Query the record as previously described. 2. Click on the record to be deleted. 3. Click the [Delete Record] icon. 4. Click the [Save] icon to save your changes. 4/24/2014 Tyler Technologies 67

CA72 Overview Income Model Assignment The Income Model Assignment screen, CA72, allows you to assign specific income models to commercial neighborhoods. Specific income models are defined in CA73, the Income Models screen. Each model represents a level of income and expenses within an overall use group. To insure that an income value can be calculated for every commercial building within a specific neighborhood, be sure that you assign an income model for each defined use group to the commercial neighborhood. The user also has the option to use Investment Rating to assign more than one model per use group to the commercial neighborhood. Figure 23. Income Model Assignment Screen, CA72 The display-only fields on CA72 are described as follows: COUNTY: The jurisdiction code. Updated: The user ID of the person or program that last maintained the selected record and the date and time the record was last updated are displayed. These fields are updated automatically by the program. You cannot change them. 68 Tyler Technologies 4/24/2014

To Query an Income Model Assignment Screen 1. [GoTo] CA72, the Income Model Assignment screen. 2. Click the [Enter Query] icon and enter your query criteria. You may query on any field or combination of fields on the screen. 3. Click the [Execute Query] icon to display the records that meet the query criteria. To Add an Income Model Assignment Record 1. [GoTo] CA72, the Income Model Assignment screen. 2. Select Insert from the Record pull-down menu. Begin entering data. 3. Enter the Cost Version for the record. The Cost Version number will tie all the Income Model records with the same number together into an overall income valuation table. Cost versions are assigned to value records in specific tax years in AA44, Assessment Administration Jurisdiction. 4. Enter a valid Neighborhood number. 5. Enter the Investment Rating. Use to view valid Investment Rating codes. This code is used to distinguish among different models for a specific use group assigned to the same neighborhood. This field is not required, but must match entries on CA31. 6. Enter the code for the income Use Group. This code corresponds to the use code entered in CA71, Income Group Descriptions, and the Use Code entered in CA73, Income Model screen. It can be described as the overall income model based on the general use of the commercial building. 7. Enter the Model number. Model numbers represent levels of income and adjustments within overall income use groups (use codes). The income levels and expense adjustments are entered for the model in CA73, Income Model screen. 8. Click the [Save] icon to save your changes. 4/24/2014 Tyler Technologies 69

To Update an Income Model Assignment Record 1. [GoTo] CA72, the Income Model Assignment screen. 2. Query the record as previously described. 3. Click on the record to be updated and enter your changes. 4. Click the [Save] icon to save your changes. To Delete an Income Model Assignment Record Note: Deleting a record removes the record from the database permanently. 1. Query the record as previously described. 2. Click on the record to be deleted. 3. Click the [Delete Record] icon. 4. Click the [Save] icon to save your changes. 70 Tyler Technologies 4/24/2014

CA73 Overview Income Models The Income Models screen, CA73, allows you to define specific income models. Income models are defined by model (level of income) within use group. Income models contain the components used to calculate the income approach to value. Figure 24. Income Models Screen, CA73 The display-only field on CA73 is described as follows: Updated: The user ID of the person or program that last maintained the selected record and the date and time the record was last updated are displayed. These fields are updated automatically by the program. You cannot change them. 4/24/2014 Tyler Technologies 71

To Query an Income Models Screen 1. [GoTo] CA73, the Income Model screen. 2. Click the [Enter Query] icon and enter your query criteria. You may query on any field or combination of fields on the screen. 3. Click the [Execute Query] icon to display the records that meet the query criteria. To Add an Income Model Record 1. [GoTo] CA73, the Income Model screen. 2. Select Insert from the Record pull-down menu. Begin entering data. 3. Enter the Cost Version for the record. The Cost Version number ties all the income model records with the same number together in an overall income valuation table. Cost versions are assigned to value parcels in specific tax years in AA44, Assessment Administration Jurisdiction. 4. Enter the Use Group for the income model. Use code corresponds to the use group entered in CA72, the commercial Income Model Assignment table. It can be described as the overall income model based on general use of the commercial building. 5. Enter the Model (level) number. Model represents specific levels of income and adjustments within the overall income use group. Model numbers must be unique within the use group. 6. Enter the number of the Age Table the model will use to adjust expense rates for the building s age. Age Tables are defined in CA74, Commercial Income Age Adjustments. 7. Enter the model s Expense adjustments. Enter PCT (percent) to calculate operating expenses. Enter SF (square foot) rate to be used to calculate utility expenses. 8. Enter the model s Vacancy adjustment. This is a percent used to calculate deductions from the building s income for vacancy losses. 9. Enter the Other Income rate per square foot. 10. Enter the model s Parking income rates, if appropriate. Enter the monthly rental rate per Covered and Uncovered parking space. 11. If the Use Group was described as model type S (square feet) in CA71, Income Group Descriptions, enter the SF (square foot) rate for calculation of income. This entry should be annual rental rate per square foot of leaseable area. 72 Tyler Technologies 4/24/2014

If Use Group was described as model type H (hotel/motel) in CA71, Income Group Descriptions, enter the hotel income rates: Rm Rate Daily room rental. Food/Bev Additional income attributable to food and beverage sales. This is a whole number percent that will be applied to the total income from room rentals. 12. If the Use Code Group was described as model type A (apartments), enter the monthly rental rate for each type of apartment unit, from Eff (efficiency) to a 4-bedroom unit. Enter an additional monthly rent attributable to additional full Baths, Half Baths, and any Other amenities. 13. Enter the GRM (Gross Rent Multiplier). This multiplier will be applied to the parcel s apartment rental income calculated from each line of apartment data entered in CA33, Apartment Data. The resulting income value estimate is displayed in IE19, Income Value Summary. One field with six characters is provided including four decimal places. 14. Enter the Monthly/Annual flag to show whether the multiplier is monthly or annual. 15. Enter the GIM (Gross Income Multiplier). This multiplier will be applied to the parcel s Effective Gross Income calculated in CA35, Commercial Use Type Summary. The resulting income value estimate is displayed in IE19, Income Value Summary. One field with six characters is provided including four decimal places. 16. Enter the model s overall Cap Rate (compilation rate). Enter as a whole number with up to four decimal places. To automatically calculate a capitalization rate, leave Cap Rate blank and enter these components of the Cap Rate: Mortgage %. Enter the loan to property value ratio as a whole number with one decimal place. Rate. Enter the mortgage interest rate as a whole number with two decimal places. Term. Enter the term of the mortgage in years. Cash Flow. Enter the rate as a whole number with one decimal place. Cap Rate. Enter the rate as a whole number. 17. Click the [Save] icon to save your changes. 4/24/2014 Tyler Technologies 73

To Update an Income Model Record 1. [GoTo] CA73, the Income Model screen. 2. Query the record as previously described. 3. Click on the record to be updated and enter your changes. 4. Click the [Save] icon to save your changes. To Delete an Income Model Record Note: Deleting a record removes the record from the database permanently. 1. Query the record as previously described. 2. Click on the record to be deleted. 3. Click the [Delete Record] icon. 4. Click the [Save] icon to save your changes. 74 Tyler Technologies 4/24/2014

CA74 Overview Income Age Adjustments The Income Age Adjustments screen, CA74, allows you to create income age adjustment tables. These tables are used to make adjustments to the operating expense component of the income value calculation for the age of the building being valued. The operating expense component is defined for each model in CA73, Income Model Assignment. The Age Adjustment tables created in CA74 are assigned to the individual models in screen CA73. The age tables can also be used to set capitalization rates by age. When the cap rate is not entered on CA73, the age table identified on CA73 will be used to find the appropriate cap rate for the effective age of the structure. Figure 25. Income Age Adjustments Screen, CA74 4/24/2014 Tyler Technologies 75

The display-only field on CA74 is described as follows: Updated: The user ID of the person or program that last maintained the selected record and the date and time the record was last updated are displayed. These fields are updated automatically by the program. You cannot change them. To Query an Income Age Adjustment Record 1. [GoTo] CA74, the Income Age Adjustment screen. 2. Click the [Enter Query] icon and enter your query criteria. You may query on any field or combination of fields on the screen. 3. Click the [Execute Query] icon to display the records that meet the query criteria. To Add an Income Age Adjustment Record 1. [GoTo] CA74, the Income Age Adjustment screen. 2. Select Insert from the Record pull-down menu. Begin entering data. 3. Enter the Cost Version number for the record. This number ties all the income age adjustment table records together in one overall income valuation table. Cost versions are assigned to value parcels for specific tax years in AA44, Assessment Administration Jurisdiction. 4. Enter the Age Table number. 5. Enter the Effective Age. This is the maximum age, in years, of the buildings for which the adjustment percent will apply. 6. Enter the Adjustment Percent. This adjustment will be applied to the operating expense and vacancy rate components of the income model to which this table is assigned. 7. Cap Rate (capitalization rate) is entered for a specific table and age reference. The capitalization rate can have up to 4 significant digits (10.1025%). IAS will first look for a cap rate entry for the model on CA73. If the cap rate entry is blank in the model table (CA73), then IAS will look to the age table (CA74) for the appropriate rate. A message No cap rate found is displayed if the table setups are incorrect. 8. Click the [Save] icon to save your changes. 76 Tyler Technologies 4/24/2014

To Update an Income Age Adjustment Record 1. [GoTo] CA74, the Income Age Adjustment screen. 2. Query the record as previously described. 3. Click on the record to be updated and enter your changes. 4. Click the [Save] icon to save your changes. To Delete an Income Age Adjustment Record Note: Deleting a record removes the record from the database permanently. 1. Query the record as previously described. 2. Click on the record to be deleted. 3. Click the [Delete Record] icon. 4. Click the [Save] icon to save your changes. 4/24/2014 Tyler Technologies 77

CA75 Overview Tax Rates for Income Calc The Tax Rates for Income Calc screen, CA75, allows you to assign effective tax rates to be used in the overall capitalization rate component of the income value calculation. Tax rates are assigned by tax district and property class. Figure 26. Tax Rates for Income Calc Screen, CA75 The display-only fields on CA75 are described as follows: COUNTY: The jurisdiction code. Updated: The user ID of the person or program that last maintained the selected record and the date and time the record was last updated are displayed. These fields are updated automatically by the program. You cannot change them. 78 Tyler Technologies 4/24/2014

To Query a Tax Rates for Income Calc Record 1. [GoTo] CA75, the Tax Rates for Income Calc screen. 2. Click the [Enter Query] icon and enter your query criteria. You may query on any field or combination of fields on the screen. 3. Click the [Execute Query] icon to display the records that meet the query criteria. To Add a Tax Rates for Income Calc Record 1. [GoTo] CA75, the Tax Rates for Income Calc screen. 2. Select Insert from the Record pull-down menu. Begin entering data. 3. Enter the Cost Version number for the record. This number ties the Tax Rate table records with the same version number together for use in an overall income valuation table. These tables are assigned to value parcels in specific tax years in AA44, Assessment Administration Jurisdiction. 4. Enter a valid Tax District code. 5. Enter an individual Tax Class if different tax rates apply to different classes of property. Enter B to apply the same tax rate to all property classes. 6. Enter the Tax Rate for the tax district. The format is 99.999999. 7. Click the [Save] icon to save your changes. To Update a Tax Rates for Income Calc Record 1. [GoTo] CA75, the Tax Rates for Income Calc screen. 2. Query the record as previously described. 3. Click on the record to be updated and enter your changes. 4. Click the [Save] icon to save your changes. 4/24/2014 Tyler Technologies 79

To Delete a Tax Rates for Income Calc Record Note: Deleting a record removes the record from the database permanently. 1. Query the record as previously described. 2. Click on the record to be deleted. Click the [Delete Record] icon. 3. Click the [Save] icon to save your changes. 80 Tyler Technologies 4/24/2014

SOILS SUB-MODULE (FM) SCREENS RELATED TO VALUATION FM31 Overview Soil Rate Table Maintenance The Soil Rate Table Maintenance screen, FM31, allows you to maintain a table of rates and uses for existing soil types. After soil rate changes are made, the Soil Values Calculation program, FM400, should be executed to apply the new rates. Based on the soil rates table, soil use values are calculated by the system on FM11, Soil Value Land Maintenance. Figure 27. Soil Rate Table Maintenance Screen, FM31 The display-only field for FM31 is described as follows: Updated: The status of the record, the user ID of the person or program that last maintained the selected record, and the date and time the record was last updated are displayed. These fields are updated automatically by the program. You cannot change them. 4/24/2014 Tyler Technologies 81

To Query a Soil Rate Record 1. [GoTo] FM31, the Soil Rate Table Maintenance screen. 2. Click the [Enter Query] icon and enter your query criteria. You may query on any field or combination of fields on the screen. 3. You may click Count Hits under the Query pull-down menu to see how many records your query will retrieve. 4. Click the [Execute Query] icon to display the records that meet the query criteria. To Add a New Soil Type and Rate 1. [GoTo] FM32, the Soil Type Table Maintenance screen. You must verify the existence of the soil type for which you are entering the new rate. 2. [GoTo] FM31, the Soil Rate Table Maintenance screen. 3. Query the Soil Type record as previously described. If the query caused no records to be retrieved, click the [Cancel Query] icon to cancel the query and begin entering data. 4. Select Insert from the Record pull-down menu. 5. Enter the Cost Version. This is the identifier of the rate table. 6. Three user-defined labels are available and can be defined by your System Administrator. Soil: The soil type of the records to which the subject rate is applied. Use: The use code of the records to which the subject rate is applied. Yr Planted: The factor to be used in identifying unique rates. 7. Enter the Rate number to apply to records bearing the soil and use. 8. Click the [Save] icon to save your record. 82 Tyler Technologies 4/24/2014

To Modify the Rate of an Existing Soil Rate Record 1. Query the record as previously described. 2. Enter an ending Yr Planted on the record to disable the rate for subsequent years. 3. Select Insert from the Record pull-down menu to insert a line for the new rate record. 4. Select Duplicate from the Record pull-down menu to copy data from the old rate record. 5. Change the beginning Yr Planted to the year for which the new rate goes into affect. 6. Enter the new Rate figure. 7. Click the [Save] icon to save your records. 4/24/2014 Tyler Technologies 83

FM32 Overview Soil Type Table The Soil Type Table screen, FM32, allows you to enter Soil Types and related information. When more records are retrieved than what displays on the screen, you can click on the [Next Record] and/or [Previous Record] icons to scroll up and down to view these records. Entries made on the Soil Rate Table Maintenance screen, FM31, are verified against the Soil Type table. Figure 28. Soil Type Table Screen, FM32 The display-only field for FM32 is described as follows: Updated: The user ID of the person or program that last maintained the selected record and the date and time the record was last updated are displayed. These fields are updated automatically by the program. You cannot change them. 84 Tyler Technologies 4/24/2014

To Query a Soil Type Record 1. [GoTo] FM32, the Soil Type Table screen. 2. Click the [Enter Query] icon and enter your query criteria. You may query on any field or combination of fields on the screen. 3. Click the [Execute Query] icon to display the records that meet the query criteria. To Add a New Soil Type Record 1. [GoTo] FM32, the Soil Type Table screen. 2. Query the record as previously described. If the query caused no records to be retrieved, click the [Cancel Query] icon to cancel the query and begin entering data. 3. Select Insert from the Record pull-down menu. 4. Enter the Soil type code. 5. Enter the soil Series. 6. Enter the Texture. 7. Enter the Slope. 8. Enter the Erosion. 9. Enter the Drainage. 10. Click the [Save] icon to save your changes. To Modify a Soil Type Record 1. [GoTo] FM32, the Soil Type Table screen. 2. Query the parcel as described above. 3. Click on the record or field to change and enter your information. 4. Click the [Save] icon to save your changes. 4/24/2014 Tyler Technologies 85

To Delete a Soil Type Record Note: Deleting a record removes the record from the database permanently. 1. [GoTo] FM32, the Soil Type Table screen. 2. Query the Soil field as described above. 3. Click the [Delete Record] icon. 5. Click the [Save] icon to delete the record. 86 Tyler Technologies 4/24/2014

COMPUTER ASSISTED LAND PRICING (CALP) SCREENS RELATED TO VALUATION Overview Of CALP Screens The CALP Module has a total of 24 base screens for CALP valuation. This section provides an overview of the screens listed below. The pages that follow are not meant to be a comprehensive guide for using the CALP screens. The manual titled Introduction to IAS 4.0 Computer Assisted Land Pricing (CALP) should be consulted for that purpose. LP51 CALP Neighborhood Data Screen LP52 CALP Land Pricing Model Rates Screen LP53 CALP Zone Model Assignment Screen LP54 CALP Location Model Assignment Screen LP55 CALP Street/Road Model Assignment Screen LP56 CALP Utility Model Assignment Screen LP57 CALP Land Code Relationships Screen LP58 CALP Depth Factors Maintenance Screen LP59 CALP Acres Adjustment Tables Screen LP61 Residential Front Foot Rates Screen LP62 Residential Square Foot Land Rates Screen LP63 Residential Acre Land Rates Screen LP64 Residential Gross Land Rates Screen LP65 Residential Unit Land Rates Screen LP71 Commercial Front Foot Land Rates Screen LP72 Commercial Square Foot Land Rates Screen LP73 Commercial Acre Land Rates Screen LP74 Commercial Gross Land Rates Screen LP75 Commercial Unit Land Rates Screen LP81 Residential Neighborhood Front Foot Land Rates LP82 Residential Neighborhood Square Foot Land Rates LP83 Residential Neighborhood Acre Land Rates LP84 Residential Neighborhood Gross Land Rates LP85 Residential Neighborhood Unit Land Rates 4/24/2014 Tyler Technologies 87

Neighborhood Data Screen (LP51) This screen contains an assortment of factors based on neighborhood. These factors are used for several valuation models. For CALP, this screen is used for assigning land models and default improvement factors on a neighborhood-byneighborhood basis. The following are definitions for the various fields contained on this screen: Neighborhood Space is provided for entering up to an eight-position alpha/numeric neighborhood. Group (neighborhood) This field is utilized for market modeling purposes. Residential Cost Model If multiple models are set up in the cost tables, this field assigns a particular model to this neighborhood. It is not required if only model 1 is being used. The neighborhood model can be overridden at the parcel level on CA21. Cost Version Space is provided for entering the appropriate cost version. 88 Tyler Technologies 4/24/2014

Description This field is for further describing the neighborhood. (For example Dover Dover Township, Pineview Subdivision.) This field is optional. Cost Models (by land type) Land Lot Model, Land SF Model, Land Acre Model, Gross Value Model, Land Unit Model, and Agricultural Model. These fields assign the neighborhood model number. Model one 1 is used as the default neighborhood model to use with LP61 through LP65 Land Model Tables. (Residential Land Models by zoning type.) A user-selected range of model numbers can be assigned to point the commercial neighborhood to the LP71 through LP75 Land Model Tables. (Commercial Land Models by neighborhood model.) A user-selected range of model numbers can be assigned to point the residential neighborhood to the LP81 through LP85 Land Model Tables. (Residential Land Models by neighborhood/base size.) Pct (adjustment) Fields are provided to index or calibrate base rate model tables by land type models for each specific neighborhood. Any index from 1 (1%) to 999 (999%) is permitted by entering the selected index on the appropriate land type line under Pct (percentage). Fields to be entered are: Land Lot Model, Land SF Model, Land Acre Model, Gross Value Model, and Land Unit Model Standard Depth This field is used for assigning the appropriate Depth Table when using Land Lot Models. Allowable Depth Tables are found on LP58. Default Grade Space is provided for entering a default grade by neighborhood for residential neighborhoods. The default grade assigned should be the typical grade found on properties in that particular neighborhood. (A main building structure with no grade assigned will cost out using the default grade.) Default CDU Space is provided for entering a default CDU by neighborhood for residential neighborhoods. The default CDU assigned should be the typical CDU found on properties in that particular neighborhood. (A main building structure with no CDU assigned will cost out using the default CDU.) Depr(eciation) Table Space is provided for assigning the appropriate depreciation table for residential neighborhoods. 4/24/2014 Tyler Technologies 89

CDU Table Space is provided for assigning the appropriate CDU Table for property depreciation of commercial main building structures. Land Code Model Space is provided for assigning one of two allowable Land Codes. Land Code 0 is assigned to residential neighborhoods. Land Code 1 is assigned to commercial neighborhoods. Enter the GRM if there is a residential gross rent multiplier for this neighborhood (applied on CA21). Enter Monthly = M or Annual = A to specify if the GRM is to be a monthly or annual calculation. Val Area This field is used to assign a grouping of neighborhoods by appraiser. It is a four-character field with a user-defined label, so it can be used for another purpose. 3 user-defined fields (identified in the example screen as Supervisor, Data Coll, Approved (date). Notes Further neighborhood description and location can be entered here. 17 user-defined fields (identified in the example screen as APT ASSIGN and HOTEL ASSIGN. 90 Tyler Technologies 4/24/2014

Land Pricing Model Rates (LP52) This supplemental screen is included to maintain land model criteria identified in screens LP61 through LP85. The preferred application gives the primary consideration to utilizing screens LP61 through LP85 to enter specific model criteria. 4/24/2014 Tyler Technologies 91

CALP Zone Model Assignment (LP53) This screen is used to enter allowable combinations of Jurisdiction (municipality) and Zoning Codes. It provides the lookup for these entries on CA12. A Description and short description (Name) can be entered. The model numbers for these combinations can also be entered. Zoned FAR (floor area ratio) is an optional entry that will be displayed on CA12 and CA14. The primary application of this screen is to enable correlation of specific zoning types to land rates by zoning model. Land model screens LP61 through LP65 and/or LP71 through LP75 utilize models created on this screen. 92 Tyler Technologies 4/24/2014

CALP Location Model Assignment (LP54) LP54 is intended for commercial/industrial neighborhood model criteria. Typical application would create/assign model types by general business location category such as major strip, CBD, etc. The models created on this screen can be used for creating land models on screens LP71 through LP75. If desired, location models or types on record can be disregarded by entering model O for the specific location type. 4/24/2014 Tyler Technologies 93

CALP Street/Road Model Assignment (LP55) LP55 permits land rate adjustments for residential neighborhood street type criteria such as paved, unpaved, semi-improved or similar. The models on this screen can be used for creating land models on screens LP61 through LP65 and LP81 through LP85. 94 Tyler Technologies 4/24/2014

CALP Utility Model Assignment (LP56) This screen is used to enter allowable Utility Codes. A Description and short description (Name) can be entered. The model numbers for this code can be entered. Land Models located on screens LP61 through LP65 and LP81 through LP85 employ the models created on this screen. Assign Model O on all Utility Codes to be ignored. LP56 permits land rate adjustments for residential neighborhood utility services available to the specific parcel such as all public utilities, no sewer, no public water, etc. This screen also contains a field for entering a Priority Code. A Priority Code determines which code is selected for modeling when multiple Utility Codes exist on a parcel. The model for the code with the lowest numeric value in priority will be used. Each Priority Code should not be used for more than one Utility Code. 4/24/2014 Tyler Technologies 95

CALP Land Relationships (LP57) This screen is for entering allowable Land Types and Land Codes for both residential and commercial properties. A description of the fields contained on this screen are discussed as follows: Cost Version Enter the cost version of the model. Model Enter the Model Number. When describing residential land types and codes, enter model 0. When describing commercial land types and codes, enter model 1. Land Type Enter the Land Type. Allowable Land Types are: A = Acreage G = Gross U = Unit F = Land Lot/Front Foot S = Square Feet Land Code Enter the allowable Land Codes. One possible set of allowable Land Codes are: 1 Primary Site 5 Waterfront 9 Pasture 2 Secondary Site 6 Wetland/Wasteland 10 Woodland 3 Undeveloped 7 Homesite 4 Residual 8 Tillable 96 Tyler Technologies 4/24/2014

Description Space is allowed to enter a description of the Land Code. Comm Resid Space is provided to identify a land code as commercial residual by setting this flag to Y. This field is utilized by the Income Module to sum residual land value. A Y (yes) would be entered for land codes which would be used for describing excess land not needed to support the income stream of an income - producing property. Any land valued using a code with a Y would have that calculated value added to the generated income value. Example: Income Value 100,000 Excess Land Value 15,000 Total Value for Parcel 115,000 Enter N (no) for land codes that are not to be considered as Excess Land Value. Disp Seq Space is provided to enter the order in which the land code should display in the Land Model Screens. Display sequence number 1 is always considered the primary or base rate. All entries should be numeric and zero should not be used. (See Land Model Types for example.) Name Space is provided to enter the Name of the land code. The name entered here displays in the Land Model Tables for that particular land type on screens LP61 through LP85. Base Pct Space is provided to enter the appropriate Base Percent for the land code. Any land code type can be designated as base. All other land codes described for that particular model and land type relate to the base land code, and adjust rates for the models in that relationship on screens LP61 through LP85. Relational base percentage adjustments are permitted by land type category. Inc(remental)/Decr(emental)Pct Space is provided to enter the incremental/decremental percentage for the land code being described. Relational percentage adjustments are permitted by specific land sizes compared to normal base land sizes. Acre Table This is the table number used with the model for acre size adjustment. By Line L or P. Indicates if the acre table lookup comes from the line acres or parcel acres for this land code. Ag Use Y if this land code is to be calculated using the agricultural model when entered on CA14, Land Data and Computations. 4/24/2014 Tyler Technologies 97

FAR Checkbox to have the Land Code used in the actual FAR calculation. Floor Area Ratio = [actual floor area of an improvement] [total land area of the property] CALP Depth Factors Maintenance (LP58) This screen contains the Depth Factors Maintenance Tables used for Front Foot Land Pricing. The Depth Table determines the set of factors to be used. There are five separate Depth Tables: 100 Depth Table 120 Depth Table 132 Depth Table 150 Depth Table 200 Depth Table These tables are assigned to the individual neighborhoods on screen LP51. 98 Tyler Technologies 4/24/2014

CALP Acres Adjustment Tables (LP59) The CALP Acres Adjustment Tables Screen, LP59, is for parcels which are significantly larger or smaller than the base size for the model and may require an acre size adjustment. The adjustment factors are stored by table and acre size within the table. The table number is referenced on LP57, CALP Land Code Relationship. 4/24/2014 Tyler Technologies 99

Residential Front Foot Rates (LP61) LP61 through LP65 are the Residential Zone Land Models. These CALP screens are used to create residential land rates predicated on Zone Model Criteria. Related Model Screens: LP53 Zone Model Assignment Table LP55 Street/Road Model Assignment Table LP56 Utility Model Assignment Table LP57 Land Code Relationships LP58 Depth Factors Maintenance Table 100 Tyler Technologies 4/24/2014

Residential Square Foot Land Rates (LP62) LP61 through LP65 are the Residential Zone Land Models. These CALP screens are used to create residential land rates predicated on Zone Model Criteria. Related Model Screens: LP53 Zone Model Assignment Table LP55 Street/Road Model Assignment Table LP56 Utility Model Assignment Table LP57 Land Code Relationships LP58 Depth Factors Maintenance Table 4/24/2014 Tyler Technologies 101

Residential Acre Land Rates (LP63) LP61 through LP65 are the Residential Zone Land Models. These CALP screens are used to create residential land rates predicated on Zone Model Criteria. Related Model Screens: LP53 Zone Model Assignment Table LP55 Street/Road Model Assignment Table LP56 Utility Model Assignment Table LP57 Land Code Relationships LP58 Depth Factors Maintenance Table 102 Tyler Technologies 4/24/2014

Residential Gross Land Rates (LP64) LP61 through LP65 are the Residential Zone Land Models. These CALP screens are used to create residential land rates predicated on Zone Model Criteria. Related Model Screens: LP53 Zone Model Assignment Table LP55 Street/Road Model Assignment Table LP56 Utility Model Assignment Table LP57 Land Code Relationships LP58 Depth Factors Maintenance Table 4/24/2014 Tyler Technologies 103

Residential Unit Land Rates (LP65) LP61 through LP65 are the Residential Zone Land Models. These CALP screens are used to create residential land rates predicated on Zone Model Criteria. Related Model Screens: LP53 Zone Model Assignment Table LP55 Street/Road Model Assignment Table LP56 Utility Model Assignment Table LP57 Land Code Relationships LP58 Depth Factors Maintenance Table 104 Tyler Technologies 4/24/2014

Commercial Front Foot Land Rates (LP71) LP71 through LP75 are the Commercial Neighborhood Land Models. These CALP screens are used to create commercial land rates predicated on neighborhood assignments. Related Model Screens: LP53 Zone Model Assignment Table LP54 Location Model Assignment Table LP57 Land Code Relationships LP58 Depth Factors Maintenance Table 4/24/2014 Tyler Technologies 105

Commercial Square Foot Land Rates (LP72) LP71 through LP75 are the Commercial Neighborhood Land Models. These CALP screens are used to create commercial land rates predicated on neighborhood assignments. Related Model Screens: LP53 Zone Model Assignment Table LP54 Location Model Assignment Table LP57 Land Code Relationships LP58 Depth Factors Maintenance Table 106 Tyler Technologies 4/24/2014

Commercial Acre Land Rates (LP73) LP71 through LP75 are the Commercial Neighborhood Land Models. These CALP screens are used to create commercial land rates predicated on neighborhood assignments. Related Model Screens: LP53 Zone Model Assignment Table LP54 Location Model Assignment Table LP57 Land Code Relationships LP58 Depth Factors Maintenance Table 4/24/2014 Tyler Technologies 107

Commercial Gross Land Rates (LP74) LP71 through LP75 are the Commercial Neighborhood Land Models. These CALP screens are used to create commercial land rates predicated on neighborhood assignments. Related Model Screens: LP53 Zone Model Assignment Table LP54 Location Model Assignment Table LP57 Land Code Relationships LP58 Depth Factors Maintenance Table 108 Tyler Technologies 4/24/2014

Commercial Unit Land Rates (LP75) LP71 through LP75 are the Commercial Neighborhood Land Models. These CALP screens are used to create commercial land rates predicated on neighborhood assignments. Related Model Screens: LP53 Zone Model Assignment Table LP54 Location Model Assignment Table LP57 Land Code Relationships LP58 Depth Factors Maintenance Table 4/24/2014 Tyler Technologies 109

Residential Neighborhood Front Foot Land Rates (LP81) LP81 through LP85 Residential Neighborhood Land Models These CALP screens are used to create residential land models predicated on typical land size. These screens will be used in place of the Residential Zone Land Models. Related Model Screens: LP55 Street /Road Model Assignment Table LP56 Utility Model Assignment Table LP57 Land Code Relationships LP58 Depth Factors Maintenance Table 110 Tyler Technologies 4/24/2014

Residential Neighborhood Square Foot Land Rates (LP82) LP81 through LP85 Residential Neighborhood Land Models These CALP screens are used to create residential land models predicated on typical land size. These screens will be used in place of the Residential Zone Land Models. Related Model Screens: LP55 Street /Road Model Assignment Table LP56 Utility Model Assignment Table LP57 Land Code Relationships LP58 Depth Factors Maintenance Table 4/24/2014 Tyler Technologies 111

Residential Neighborhood Acre Land Rates (LP83) LP81 through LP85 Residential Neighborhood Land Models These CALP screens are used to create residential land models predicated on typical land size. These screens will be used in place of the Residential Zone Land Models. Related Model Screens: LP55 Street /Road Model Assignment Table LP56 Utility Model Assignment Table LP57 Land Code Relationships LP58 Depth Factors Maintenance Table 112 Tyler Technologies 4/24/2014

Residential Neighborhood Gross Land Rates (LP84) LP81 through LP85 Residential Neighborhood Land Models These CALP screens are used to create residential land models predicated on typical land size. These screens will be used in place of the Residential Zone Land Models. Related Model Screens: LP55 Street /Road Model Assignment Table LP56 Utility Model Assignment Table LP57 Land Code Relationships LP58 Depth Factors Maintenance Table 4/24/2014 Tyler Technologies 113

Residential Neighborhood Unit Land Rates (LP85) LP81 through LP85 Residential Neighborhood Land Models These CALP screens are used to create residential land models predicated on typical land size. These screens will be used in place of the Residential Zone Land Models. Related Model Screens: LP55 Street /Road Model Assignment Table LP56 Utility Model Assignment Table LP57 Land Code Relationships LP58 Depth Factors Maintenance Table 114 Tyler Technologies 4/24/2014

PERSONAL PROPERTY (PP) SCREENS RELATED TO VALUATION PP41 Overview Table Maintenance The Table Maintenance screen, PP41 is the screen where you build the detail line item schedules for detail personal property items calculation of value. Tables that are maintained are the property appraiser s schedule (or rate table), trend and factor table, and the line item type table which identifies each unique line item that can be entered in the valuation module for personal property assets. PP41, Table Maintenance must be entered first before the maintenance of any detail filings. These tables identify specific depreciation tables, rates, and trend factors to be used in the valuation process. CA44, CAMA Depreciation Table Maintenance screen, is used to accomplish other depreciation rates, if desired. This maintenance must be completed prior to using PP41 to build associated tables to attach the depreciation rates to a specific item if used. PP41 has multiple pages that allow for information on the screen to be logically organized and easy to view. The display-only field on PP41 is described as follows: Updated: The user ID of the person or program that last updated the selected record and the date and time the record was last updated are displayed. These fields are updated automatically by the program. You cannot change them. To Query the Table Maintenance Record 1. [GoTo] PP41, the Table Maintenance screen. 2. Click the [Enter Query] icon and enter your query criteria. You may query on any or all fields on the screen. 3. Click the [Execute Query] icon to display the records that meet the query criteria. 4/24/2014 Tyler Technologies 115

To Add a Table Maintenance Record Schedule Figure 29. Table Maintenance Screen, PP41, Schedule Page 1 1. [GoTo] PP41, the Table Maintenance screen. 2. Select Insert from the Record pull-down menu. Begin entering data. 3. Enter the Cost Table Ver(sion). This is the version of the schedule being created. Multiple table versions can exist for schedules. This field can represent a two-digit year or whatever you require. 4. Enter the Schedule Name of the appraiser s schedule. This allows the particular type to use another rate for the calculation of value for the line item. 5. Enter the Year to be used for the calculation of values. This could be the year acquired or the (new) year manufactured. This depends on the type of calculation to be performed, either historical or regular. 6. Enter the Rate for the schedule name and year manufactured. Enter 1 if no Rate is to be utilized for this schedule. 116 Tyler Technologies 4/24/2014

7. Enter the Trend name for this schedule if a trend is to be applied for this schedule and year. This is a user-defined field that may be defined by your System Administrator. Figure 30. Table Maintenance Screen, PP41, Trend Page 2 Trend 8. Enter the Cost Table Ver(sion). This is the version of the schedule being created. Multiple table versions can exist for schedules. You can enter a twodigit year or whatever you require. 9. Enter the Trend Name. Multiple Trend Names can exist containing their own factor. 10. Enter the Age for the trend name. 11. Enter the Factor. 4/24/2014 Tyler Technologies 117

Type Figure 31. Table Maintenance Screen, PP41, Type Page 3 12. Enter the Cost Table Ver(sion). This is the version of the schedule being created. Multiple table versions can exist for schedules. This field can represent a two-digit year or whatever you require. 13. Enter the Category name for this type. Use to view valid Category codes. 14. Enter the Class. Use to view valid Class codes. (i.e., Autos for the Category and Fords for the class.) 15. Enter the Type of the line item. 16. Enter the Type Description. The system will default to the category and class description or you may override this and enter a new description. 17. Enter the Calc Type. Use O for original cost, T for tax payer value, A for appraisal calculation, or C for CAMA value. Use to view valid Calc Type codes. 118 Tyler Technologies 4/24/2014

18. Enter the default Sched(ule). This is the name of the appraiser s schedule to be used, if desired. You do not have to make an entry in this field. If you do enter a schedule name, you will not need to enter a schedule name on PP13. Use to view valid Sched(ule) codes. 19. Enter the Rate to be used in lieu of a schedule name, if always constant. If no rate is entered, PP13 will use the rate for the schedule name if entered. If no schedule rate is to be used, then do not enter a schedule name or rate. If you enter a rate, this will override the rate for the schedule entered in this screen if a schedule name is entered. 20. Enter the Trend to be used in the calculation of value. Do not enter a Trend if no Trend factor is to be used or if a trend was entered for this schedule. Use to view valid Trend codes. 21. Enter the Deprt (depreciation) code if additional depreciation is to be applied or when using CAMA depreciation. Use to view valid Depreciation codes. 22. Enter the Cdu. This is the condition code for the depreciation (Deprt) field to be used for calculation. Average will be the default cdu when a deprt code is entered and no cdu is entered. 23. Click the [Save] icon to save your changes. 4/24/2014 Tyler Technologies 119

Figure 32. Table Maintenance Screen, PP41, Factor Page 4 To Delete a Table Maintenance Record Note: Deleting a record removes the record from the database permanently. 1. Query the record as previously described. 2. Click on the record to be deleted. 3. Click the [Delete Record] icon. Note: PP41 will edit schedule name and trend name fields to ensure the type code does not have these codes identified on their record for the cost table version being deleted. PP41 will display an error message when this condition occurs and will require the removal of the schedule name and/or trend name from the type table record(s) prior to allowing the delete. The Trend button will not allow a delete to occur if a Schedule (schedule button) has the trend name for the year residing on a schedule. 4. Click the [Save] icon to save your changes. 120 Tyler Technologies 4/24/2014

SYSTEM (SY) SCREENS RELATED TO VALUATION SY23 Overview SYSFACT Maintenance The Sysfact Maintenance screen, SY23, allows you to control many default fields within IAS. The SY23 table does not have to be rolled over each year. The screen using this feature defaults to the base version, defined in SY95, if a current cost table entry does not exist in the table. The default CDU and grade can also be controlled in this table. Figure 33. Sysfact Maintenance Screen, SY23 The display-only field on SY23 is described as follows: Updated: The user ID of the person or program that last updated the selected record and the date and time the record was last updated are displayed. These fields are updated automatically by the program. You cannot change them. 4/24/2014 Tyler Technologies 121

To Add a Sysfact Maintenance Record 1. [GoTo] SY23, the Sysfact Maintenance screen. 2. Query the record as previously described. 3. Select Insert from the Record pull-down menu. 4. Enter the applicable calculation table Cost Version. The various IAS calculation procedures are programmed to apply the associated parameters and entries for the version indicated on AA44, Assessment Administration Jurisdiction. 5. Enter the Calculation Name. 6. Enter the Table Name for the location of data where the factor is attached. 7. Enter the Field Name (or column location) of data where the factor is attached. 8. Enter the Factor. For Rounding Factors, SY23 uses the ORACLE standard rounding functions as follows: Round to nearest $1 enter 0 Round to nearest $10 enter -1 Round to nearest $100 enter -2 Round to nearest $.01 enter 2 9. Click the [Save] icon to save your changes. To Modify a Sysfact Maintenance Records 1. [GoTo] SY23, the Sysfact Maintenance screen. 2. Query the record as previously described. 3. Click on the record or field to be changed and enter your changes. 4. Click the [Save] icon to save your changes. 122 Tyler Technologies 4/24/2014

SY95 Overview AASYS MAINTENANCE The Aasys Maintenance screen, SY95, is where you control the high-level functions within IAS. This screen should only be changed by a System Administrator. To Set Up Your IAS Functions Figure 34. Aasys Maintenance Screen, SY95 1. [GoTo] SY95, Aasys Maintenance Screen. 2. Enter the Exauto Case, either a Y or N. This sets the automatic assignment of the case number in the Exemption module. 3. Set the Show Hidden flag to Y or N. This sets the security for the Hide Flag logic by jurisdiction. This prevents the display of addresses on flagged records. 4. Enter the Asmt. Admin. Password that will be necessary for access to highlevel system tables in AA (Assessment Administration module). 5. Enter the Default Juris code. Single jurisdiction sites will enter their jurisdiction code; multiple jurisdiction sites must leave this field blank. 4/24/2014 Tyler Technologies 123