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

TO: FROM: RPSV4 Users ORPTS Regional Directors and Managers ORPTS Customer Relationship Managers ORPTS Regional V4 Support Staff Michael Griffen, RPS Support Group DATE: December 5 2016 SUBJECT: RPSV4 Change Requests Release 2016 This release includes corrections, modifications and enhancements to the following areas listed below. This release addresses 195 open issues. The issues are listed by application module and sub-module. Each issue is prefaced by its change management system Change Request identification number. ADMINISTRATION Groups & Users 20486, 20490 Provided for creation and maintenance of user permissions relative to new STAR Disqualification administrative update program. [Delivered with 21000, 21001 Amendment to user security to allow setting of access permissions to new administrative update programs for Residential Redevelopment of Inhibited Property exemptions and for Superstorm Sandy Assessment Relief exemptions. [Delivered with 2013.3804/754] Reference Tables 20284 Added full text descriptor for each Property Class to indicate for Residential, Commercial or both. 20408 Eliminated Property Type from Structure Code reference. Added full text descriptor for each Measure Type. 20547 Corrected logic that caused an improper number of sliding scale settings to be removed when performing scale adjustment. [Delivered with 20659 Revised user interface for School District reference table to allow setting of Alternative Veterans limits. Revised user interfaces for County, SWIS and School District reference tables to allow setting of LEED ceiling values. [Delivered with 2013.1701/749] 20827 Improved logic to prevent occasional error when updating School District reference table. Update Programs Business Improvement Exemptions 20837 Amended logic for proper calculation for Cooperative properties. 20850, 20867 Provided for inclusion of new exemption code class 4762_. [Delivered with 2013.2620/751] RPSV4 Change Requests - Release 2016 Page 1 of 12

Update Programs LEED Exemptions 20660 Revised to allow consideration of LEED ceiling values in calculation of program exemptions. [Delivered with 2013.1701/749] 20851 Corrected condition that caused exemption amount to be granted as zero if maximum values were not adopted and set in reference table. [Delivered with 2013.2620/751] Update Programs Next Year Processing 20581 Adjusted logic to remove obsolete data tables. [Delivered with 20666 Reviewed/Modified to conform to Release 2013.1701 database structure. [Delivered with 2013.1701/749] 20803 Added clarifying message to User Interface to highlight exemption management via Exemption Term Year. 20999 Provided new messaging for Residential Redevelopment of Inhibited Property and Superstorm Sandy Assessment Relief exemption programs. [Delivered with 2013.3804/754] 21017 Applied Exemption Term Year removal conditions to Cooperative properties. Update Programs Recalculate Exemptions/Taxables 20962, 20989 Provided for improved exemption management and exemption amount display per purpose with Alternative Veterans Exemptions. Update Programs Remove Roll Years 20479 Facilitated removal of old parcel-generated RTF letters when entire roll year is removed from user database. Update Programs Residential Redevelopment of Inhibited Property (NEW!) 20974 Provided for new administrative update program to facilitate mass deletion of Residential Redevelopment of Inhibited Property exemptions. [Delivered with 2013.3804/754] Update Programs RPS340 Calculate Alternate Vets 20661 Revised to allow consideration of School District applicability in calculation of program exemptions. [Delivered with 2013.1701/749] 20717 Improved reporting printing options and interface. 20748 Expanded viewing area for generated reports. 20829 Improved exemption management when parcel has multiple owners who qualify for exemption class. 21037 Prevented the case where a singular exemption for school purposes would be improperly consolidated into all purposes. Update Programs RPS349 STAR Update 20852, 20853 Improved performance for jurisdictional update which includes Cooperative properties. [Delivered with 2013.2620/751] Update Programs RPS460 20857 Corrected condition that caused removal of exemptions on properties subject to update in PIDs of less than 150 members. [Delivered with 2013.2620/751] RPSV4 Change Requests - Release 2016 Page 2 of 12

Update Programs RPS485 Initialize Site Values 20828 Corrected spelling error in process completion message. Update Programs STAR Disqualification (NEW!) 20458 Provided for new administrative update program to facilitate mass deletion of STAR exemptions disqualified during the STAR registration process. [Delivered with Update Programs STAR Registration (NEW!) 21069 Provided for new administrative update program to facilitate mass insertion of STAR credit transition markers determined during the STAR registration process. [Delivered with 2013.4403/758] Update Programs Superstorm Sandy Assessment Relief (NEW!) 20977 Provided for new administrative update program to facilitate mass deletion of Superstorm Sandy Assessment Relief exemptions. [Delivered with 2013.3804/754] Update Programs Update Programs, Selection Window 20280 Provided consistency in user interfaces by sorting roll year from high to low in all cases. CUSTOM REPORT WRITER Datasets 273, 20495 Added the following to the Sales - Residential Array dataset: o VALUATION.MKT_REG_LAND o VALUATION.MKT_REG_BLDG o VALUATION.MKT_REG_DATE o VALUATION.MKT_REG_TOTAL 1725, 1744, 1746, 20462, 20463, 20500, 20501 Added property location information to the Assessment Exemption Information, Inventory Site Information, Valuation Valuation Information, Valuation Market Value View and Valuation Residential View datasets: o PARCEL.LOC_ST_SIDE o PARCEL.LOC_PREFIX_DIR o PARCEL.LOC_ST_NBR o PARCEL.LOC_ST_NAME o PARCEL.LOC_MAIL_ST_SUFF o PARCEL.LOC_POST_DIR o PARCEL.LOC_UNIT_NAME o PARCEL.LOC_UNIT_NBR o PARCEL.LOC_MUNI_NAME o PARCEL.LOC_ZIP 2634, 20496 Added the following to the Inventory - Land Information dataset: o ASSESSMENT.ROLL_SECTION o SITE.VAL_DIST o SITE.ZONING_CD 2634, 20496 Added the following to the Parcel - Residential Array dataset: o SITE.VAL_DIST RPSV4 Change Requests - Release 2016 Page 3 of 12

Screens 2989, 20497 Added the following to the Parcel - General Parcel Information dataset: o ASSESSMENT.TAX_CODE 2989, 20497 Added the following to the Valuation - Valuation Information dataset: o ASSESSMENT.TAX_CODE 19330, 20498 Added the first additional owner to the Letters datasets for report type letter. 20227, 20499 Added the following to the Inventory - Site Information and Sales - Sale Information datasets: o ASSESSMENT.SWIS_CO o ASSESSMENT.SWIS_TOWN o ASSESSMENT.SWIS_VG 20398 Added PARCEL_TO_OWNER.OWNER_PRIMARY_RESIDENCE to the User Defined Datasets. 20405 Added Assessment First Neighborhood and Sale First Neighborhood to the User Defined Datasets. 20575 Added items to locational sort unit number and name, prefix direction, street suffix and post direction. 20478 Improved color contrasts in certain places where distinguishing between available and selected columns was difficult. DATABASE Columns Data 20472 Increased precision of CLASS.CLS_APP_PCT_LAND and CLASS.APP_PCT_TOTAL by allowing four positions after the decimal. 20658 Additions as listed: [Delivered with 2013.1701/749] o Added columns, VET_GROUP and COLD_WAR_VET_GROUP to the SCHOOL_REF table. o Added columns, LEED_MAX_CERTSILVER, LEED_MAX_GOLD and LEED_MAX_PLATINUM to the COUNTY, SWIS and SCHOOL_REF tables. 20475 Altered descriptions of exemption codes 4184X and 4186X, as used in the Exemption Impact Report, to match language specified in the Assessor s Manual Volume 4. [Delivered with 20510 Provided COST 2013 data for UCI. 20533 Added sixteen (16) Uniform Construction Indices (UCI) that were discovered to be missing when reviewing the upcoming distribution of Cost 2014 data. [Delivered with 20658 Additions as listed: [Delivered with 2013.1701/749] o Added exemption codes 2610_ and 2611_ to EXEMPT_REF. o Added exemption code 2611 to EXEMPT_CODE_INDEX. RPSV4 Change Requests - Release 2016 Page 4 of 12

o Added exemption codes 41120, 41124, 41125, 41126, 41130, 41134, 41135, 41136, 41140, 41144, 41145 and 41146 to EXEMPT_REF. Added same codes to user exemption administrative reference table. 20662 Provided COST 2014 data. 20778 Provided COST 2014 data for UCI. 20825 Additions as listed: [Delivered with 2013.2620/751] o Added exemption codes 4710_ (Mass Telecommunications Ceiling, RPTL 499-qqqq) and 4762_ (Southampton Hospitality Exemption, Chapter 470 of the Laws of 2014) to EXEMPT_REF. o Added exemption code 4710 and 4762 to EXEMPT_CODE_INDEX. 20861 Provided COST 2015 data. 20948 Provided COST 2015 data for UCI. 20959, 20972, 20975 Additions as listed: [Delivered with 2013.3804/754] o Added exemption codes 4435_ (Residential Redevelopment of Inhibited Property) and 4439_ (Superstorm Sandy Assessment Relief) to EXEMPT_REF. o Added exemption code 4435 and 4439 to EXEMPT_CODE_INDEX. Tables 21029 Provided COST 2016 data. 21058 Additions as listed: [Delivered with 2013.4021/755] o Added exemption codes 4214_ (Anaerobic Digestion Facilities) to EXEMPT_REF. o Added exemption code 4214 to EXEMPT_CODE_INDEX. 20452 Provided for internal data tables necessary for processing STAR registration disqualifications. [Delivered with 21044 Altered logic in the definition of V_FVMRES_ALPHADEF to improve result set generation. DESKTOP ACCESSORIES Database FOIL Utility 20488 Adjusted logic to remove obsolete data tables and account for one new table. [Delivered with Database Unload/Reload Utility 20552 Adjusted logic to remove obsolete data tables. [Delivered with 20671 Restored proper function of Create PID facility. GIS Setup/General 17721 Restored proper function of Show Photo menu selection. RPSV4 Change Requests - Release 2016 Page 5 of 12

MAINTENANCE Agricultural Assessment Worksheet 20512 Corrected logic that allowed an Inquiry user to access and update the Agricultural Assessment Worksheet. [Delivered with 20758 Prevented edit messaging referring to School Tax Credit Worksheet from inadvertently displaying during editing of an Agricultural Worksheet. Cooperative Worksheet 20543 Corrected logic that caused some Senior Exemptions to be excluded from the Cooperative exemption summary. [Delivered with 20714 Revised to allow consideration of School District applicability in calculation of Alternative Veterans exemptions. [Delivered with 2013.1701/749] 20887 Suppressed display of superfluous exemption data. Cross Reference 20426 Improved logic relative to address searches by street name. Keychange 20598, 20607 Corrected logic that caused a failure to create the Next Year version of a parcel created in the Current Year when Next Year exists. [Delivered with Letters - RTF 20435 Added display of SWIS to Sale Verification form. 20454 Removed access to forms previously used for communicating STAR exemption removal due to the exceeding of the income ceiling, RP-425-ID, RP- 425-IR and RP-425-OD. [Delivered with 20461 Provided annual revisions to STAR form letters. [Delivered with 2013.0711] 20597 Made spelling correction on form RP305-r. 20673 Provided revised exemption form RP-458-a. [Delivered with 2013.1701/749] 20779 Provided annual revisions to STAR form letters. [Delivered with 2013.1925] 20912 Provided annual revisions to STAR form letters. [Delivered with 2013.3113] 20953 Provided directed revisions to STAR form letters. [Delivered with 2013.3502] 20968 Revise form RP-458-a to match form publicly available. 21070, 21071, 21101 Provided directed revisions to form letters. [Delivered with 2013.4528/759] o Provided the following form letters as NEW: RP-425-B RP-425-E o The following form letter is obsolete: RP-425 o Provided directed revisions to the following form letters: RP-425-Rnw RP-425-Dnl-BASIC RPSV4 Change Requests - Release 2016 Page 6 of 12

List/Detail - Exemptions RP-467 RP-467-Rnw RP-467-Dnl RP-458-a RP-458-a-Dis RP-458-b RP-525 20457 Restructured user prompts used in the collection of justifications for the removal of STAR exemptions to reflect the STAR registration process. [Delivered with 20616 Suppress letter selection window for Exemption Removal Letter if only one version of letter exists. 20665 Revised to allow consideration of School District applicability in calculation of Alternative Veterans exemptions. [Delivered with 2013.1701/749] 20754 Corrected issues with proper display of Alternative Veterans Exemption for School Purposes. 20799, 20952 Improved retention of 5000 class exemption on Roll Section 8 parcels when all other exemptions removed. 20821 Altered algorithm used to calculate STAR exemption amount when other exemptions exist, distinguishing rigorously for residential applicability. 20859 Corrected issues with proper display of Firefighters Exemption. 20937 Improved calculation of taxable value amounts where a parcel is designated as split and the homestead portion is less than the amount of the exemptions. 20973 Provided for use and calculation of Residential Redevelopment of Inhibited Property exemptions. [Delivered with 2013.3804/754] 20976 Provided for use and calculation of Superstorm Sandy Assessment Relief exemptions. [Delivered with 2013.3804/754] 21015 Corrected logic for exemption class 4164_ that caused the amount not to be deducted from the available assessment prior to the determination of a Senior exemption. 21048 Corrected condition that caused a duplication of exemption display for Cooperative properties if a unit existed where two occupants qualified for the same exemption (i.e. Veterans). 21052 Severed granting relationship between Senior and Enhanced STAR exemptions. [Delivered with 2013.4021/755] List/Detail - Improvement 20537 Added sort to UCI code selection list. [Delivered with Mobile Home Worksheet 19128 Restricted access to Worksheet to only parcels having the appropriate property class designation. 20240 Allow access to Worksheet via parcel menu if parcel is appropriately designated rather than limit access via the exemption interface. 20588 Improved sort by Unit Number on reports. RPSV4 Change Requests - Release 2016 Page 7 of 12

Notes Owner Parcel Copy 20696 Provided print preview for Mobile Home mailing labels. 20789 Prevented loss of Notes for Building Permits when Permit Number is altered. Prevented loss of Notes for Commercial Buildings when Building Section and/or Number are altered. 20525 Repaired inconsistence of presentation of Address Change response window. Repaired logic that would sometimes cause an inadvertent replacement of the Primary Owner by the Additional Owner being maintained. [Delivered with 2013.1024] 20599 Corrected logic that caused a failure to create the Next Year version of a parcel created in the Current Year when Next Year exists. [Delivered with Property Record Card Sale 20550 Corrected condition that caused only one commercial building to be represented on a commercial card when more than one building existed. Corrected logic that caused some parcels to be omitted from the results when using creation and printing by PID. [Delivered with 20730, 20820 Improved determination of parcel inventories in generation of multi-page card cases to properly gain all inventory parts (especially land and improvements) and to prevent duplication from one card page to the next. 20833 Expanded use of single card to 900 series property classes 21061 Corrected condition that produced improper reporting of commercial uses. 20338 Improved management of Tax Bill Mailing and Bank data in multi-parcel sale scenarios. 20437 Enforced rule on dates provided to be no earlier than January 1 1950. 20504 Improved determination and retention of Sale prior owner(s). SalesNet 20389 Improved management of multi-parcel sales received from SalesNet. 20431 Provided ability to remove one or more entries from pending sales. 20583 Allow import of more than one SalesNet data collection within the same session. Search 20395, 20592 Enhanced location search by street name to include the possibility of text prior to the searched value; search was already equipped to include the possibility of text following the searched value. [Delivered with 20703 Improved Search capability when opting to find by parcel location or street name to assume search target is beginning of string rather than mid-string, which tends to provide poor results. Single Data - Assessment 20474 Increased precision of percentages used in class assessment allocations by employing four positions after the decimal. RPSV4 Change Requests - Release 2016 Page 8 of 12

20871 Improve handling of assessment changes on parcels having a Senior Exemption with no STAR Exemption. Single Data - Building 20332 Prevented retention of negative value in SFLA. Single Data - Parcel TreeView 20600 Corrected logic that caused a failure to create the Next Year version of a parcel created in the Current Year when Next Year exists. [Delivered with 20576 Positioned scroll bar, if it exists, at its topmost position when refreshing TreeView. RPS, GENERALLY Generally 20577 Made proper and consistent use of user security warnings when PIDs are employed as process and/or as a reporting control. 20785 Made proper and consistent use of terminology for UCI throughout reporting and Help content. Refer to as Uniform Construction Index. Navigation Center 20916 Removed obsolete web links from Help, About window. Software 21080 Migrated application software to PowerBuilder 12.6. STAR Credit Program Provided for parcel identification process and associated reporting. [Delivered with 2013.4021/755] Provided for denial letter generation. [Delivered with 2013.4117] STANDARD REPORTS Missing Images Report 20876 Corrected display of date to reflect date of default image. Navigation 20507 Improved consistency of placement of files in targeted path. RPS120 Assessment Change Notice 20456, 20502 Adjusted logic to not generate S510-a Notices for parcels having only a single STAR Exemption in the prior year and now having none; this change results from the STAR registration process. [Delivered with RPS150 Assessment/Tax Roll 19957 Corrected logic that improperly caused STAR Savings to be determined for the Easement portion of an eased/split parcel. 20226 Corrected logic that caused a failure to display all extension lines for the County/Town Tax Roll, when the number of lines exceeded thirteen. RPSV4 Change Requests - Release 2016 Page 9 of 12

20441 Provided an option for requesting and means to pass parcels in Roll Section 8 into the Laser Bill Extract file. [Delivered with 20516 Removed Sherrill (306000) from Prior Year Schools. 20813 Corrected display issue with Senior Exemption Amounts. 20939 Provided for a rounded calculation for STAR Savings values on the RPS155p3 report. 20951 Corrected display of Zip Code on Easement portion of an eased/split parcel. 21073 Provided additional logic to manage the STAR Credit Program. [Delivered with 2013.4403/758] RPS221 Exemption Impact 20410 Corrected display of Total Equalized Value of Exemptions in the County school summary report; was incorrect for those counties having situations where all school districts segments were not at 100%. [Delivered with RPS335 STAR Extract 20465 Provided annual revisions to STAR form letters. [Delivered with 2013.0711] 20558 Corrected display of NYS Form IT-201. [Delivered with 20780 Provided annual revisions to STAR form letters. [Delivered with 2013.1925] 20815 Corrected placement of SWIS data on generated letters. Placed School District Name. 20816 Provided improvements to interface used to supply Assessor information. 20913 Provided annual revisions to STAR form letters. [Delivered with 2013.3113] 20954 Provided directed revisions to STAR form letters. [Delivered with 2013.3502] 21005 Corrected improper page breaks. 21034 Improved volume of reporting, letters vs. summary listing. 21072 Provided directed revisions to STAR form letters. Provided alternate letter generation mechanism, replacing Residence with no STAR with Residence with a Senior Exemption due to the inception of the STAR Credit Program where no new STAR exemptions are permitted. [Delivered with 2013.4528/759] RPS470 Data Mailer 20396, 20564 Enabled proper sort orders for results per user requests. 21097 Provided better determination of sale information when same-day-sales were present. RPSV4 Change Requests - Release 2016 Page 10 of 12

VALUATION Adjust Percent Factors 20578, 20614 Improved impact of valuation security on use of PID in updates. Analysis Tool 18957 Provided narrative decodes for coded data items. Comparable Sales 20522 Corrected logic that caused Land Estimate to print on a Single Parcel comparable sheet even though it was requested to be suppressed. [Delivered with 20819 Corrected logic that caused Road Type to not display on comparable report in certain conditions. 20980 Corrected logic which allowed repeating of images from previous comparable report where a subsequent report contained less comparable sales than the previous page. 20991 Initialized search fields at the entry point of Single Parcel Residential comparable sales. 21027 Corrected logic that caused Land Value to not display on comparable report in certain conditions. Comparable Sales (Vacant) 20983 Corrected logic that caused Waterfront Frontage to not display on comparable report in certain conditions. Comparative Property Analysis 20464 Disabled access to CPA when user does not have report viewing permissions. [Delivered with 20591 Improved printing facilities. Added Print All option. 20740 Corrected analysis of residential subjects to employ Building Style criteria when opted for. Cost 20339, 20505 Corrected condition that allowed some user adjustments to not be retained. [Delivered with 20909 Improved report saving mechanism which occasionally generated a directory path error. Land Table Create/Modify 19701 Provided message indicating success when performing a Land Table Copy. Manual Model 20214 Corrected logic that caused some calculated data elements to not be properly preserved on a saved version (PSR) of a generated report. 20521 Corrected ordering of the Manual Model Computation report to correspond to ordering of PID; this will allow proper posting of values. [Delivered with Time Adjusted Sale Price 19134 Removed thirty (30) group limitation. 20993 Corrected appearance of Help Icon. Activated context sensitivity of Help access from this sub-module. RPSV4 Change Requests - Release 2016 Page 11 of 12

Valuation Security Table 20503 Added Time Adjustment options to security. Valuation Transport 20418 Corrected logic that sometimes caused the Project Table to not be imported. [Delivered with 20878 Added display of parcel print keys to error reporting. VFF Create/Update 20298, 20392, 20806 Implemented various aesthetic improvements to user interfaces. RPSV4 Change Requests - Release 2016 Page 12 of 12