New Lister Training

Grand List Lodging/Homestead Filing/

NEMRC/CAMA/APEX

Division of Property Valuation and Review

Vermont Department of Taxes

http://tax.vermont.gov/municipal-officials/

(802) 828-5860

Tax.listered@vermont.gov

2018

Title

List of New Lister Items to do:

• NEMRC Grand List Software - 1 ♦ Parcel Maintenance♦ What do these fields mean?

• Property Transfer Returns - 5 ♦ How to find Transfers - VTax♦ Record transfers – Ownership as of April 1♦ How to review transfer/deed♦ How to process transfer♦ Send Sales Verification Forms

• Mapping - 14 ♦ How changes are processed♦ What do you have and where is it located♦ Contacts for questions and changes

• Permits - 14 ♦ System for Tracking Permits♦ Running reports for percent complete♦ Running reports for re-inspect♦ Value property as of April 1♦ Take classes to understand your system/value

• Current Use - 16 ♦ Downloading Current Use Parcels♦ Reconciling Values and Reporting Back♦ Allocation of exclusion vs penalty calculation

∗ (use NEMRC CU Calculator) ♦ What it means?

• Reports - 19 ♦ Reports you will need to print♦ When to print reports and what they mean

• Back Up Process - 20 ♦ What system for backing up data do you have♦ Are you backing up all your data?♦ Is it enough?

• File Review for Consistency - 22 ♦ Check data for accuracy♦ Do files have all items they should and are they consistent♦ Public files

• Lister’s EMAIL - 22 ♦ Act 60 and the email group♦ Are you signed up and receiving emails from the other towns?

• APEX Data Entry - 23 ♦ Quick data entry into Apex♦ How does the sketch get saved?♦ Take Apex Data entry training

• MSOL CAMA data entry - 25 ♦ Quick data entry into MSOL CAMA♦ How does the information get saved?♦ Take MSOL (Microsolve) CAMA data entry training

• In Packet:• Grand List Lodging: Instructions for Listers

♦ Steps for Preparing the Grand List♦ Grievance Process♦ File your Grand List♦ Annual Rollover (automated)

• Homestead Declarations♦ Downloading declarations and processing♦ What it means?

NEMRC – Grand List Software – Used to Record Administrative Items of the Grand List and Produce the Grand List Document and Tax Bills

1. Parcel Maintenance – Used to enter all grand list data2. Calculate Taxes – Used to print tax bills3. Annual Rollover – Used to roll values over from one year to the next (now done

automatically when creating an “As Billed” grand list)4. Parcel Transfers – Used to enter property transfer tax returns (PTTR). This Will

Disappear once “As Billed” entity is created5. Parcel Display – Used to display all records only (no changes can be made in the display

mode) 6. Make New Entity – When the grand list is completed and the town is ready to print tax

bills the town makes a “As Billed Grand List”7. Homestead Downloads – Used to download HS122s and run homestead reports8. Homestead Payments – Used to download homestead payments and run homestead

payment reports 9. State Current Use Maintenance – Used to download and enter all current use

information sent from state to match values in the town’s grand list10. State Sales Study – Used to download sales information from the state to review,

correct and meet with district advisor for completion of the equalization study.

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A. Transfer to Tax Admin – Used to transfer grand list values & exemptions to taxadministration for tax collections

H. Restore Points – Used to pick a point in time to restore data back toI. Installation – Used to set up computer fields, links, districts/tax calculation, tax bills,

lister information, program function keys and program misc. fieldsP. Password Maintenance – Used to set up passwords and access to different functions for

each password, set security timeouts.R. Reports Menu – Used to write reportsO. NEMRC Backup – Used to backup grand list data to a file for safe keepingU. Live NEMRC Update – Used to update the NEMRC and Microsolve programsX. Index Data Files – Used to resort the towns data after entering PTTRs and changing any

information in the Grand List

1. Parcel Maintenance

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Parcel Maintenance (#1 in NEMRC)

Parcel # – Unique parcel # Owner 1 & 2 – Property owner as written in

deed (owner as of April 1st,) Address 1 & 2 – Mailing address (last

known address as of April 1st,) City/St/Zip – Mailing address Location A, B & C – Informational only (be

consistent) 911 Loca – Emergency 911 address (B\be

consistent with road names) Tax Map – Parcel map number Prop Desc – Property description (be

consistent) Span – School Property Account Number –

Specific to property (automatically assigned when creating new parcel), always stays with house

Parcel Status Real – Real property Personal – Personal property

Parcel Type Active – Main parcel # Inactive – Contiguous to main parcel #

Tax Status T – Taxable (could be voted exempt) N – Nontaxable by statute S – State owned parcel

Covenant Restricted Housing Cvnt Rstr Hse % – Enter percentage removed

from listed value due to restriction

Non-Taxable Statutes When N (Nontaxable) or S (State) are used in

tax status there must be a statute number in this field. Click on drop down arrow and choose correct statute

Category Codes 1 – Residential <6 Acres R1 2 – Residential >6 Acres R2 3 – Mobile Home Unlanded MHU 4 – Mobile Home w/Land MHL 5 – Seasonal <6 Acres S1 6 – Seasonal >6 Acres S2 7 – Commercial C 8 – Commercial Apt (>4 units) CMA 9 – Industrial I 10 – Utility Electric UE 11 – Utility Other (Water, etc.) UO 12 – Farm (working Farm only) F 13 – Other (specify with PVR) O 14 – Woodland W 15 – Miscellaneous / Land Only M

Ownership Codes C – Corporation Owned (LLC, INC, etc.) S – Owner Lives in State BUT NOT in Town N – Owner Lives Out-of-State T – Owner Lives in Town

CAMA File R – Residential data base CAMA file C – Commercial data base CAMA file Condo – CONDO data base CAMA file N – No CAMA file

Total Acres Enter acreage on this screen or on Misc/Acres

screen (not both)

Contiguous Parcel Information Enter contiguous information on the Inactive

parcel. Enter main parcel # this parcel is contiguous to (the active parcel #). [Contig] tab will become active

Change Parcel ID [button] Do Not Change Parcel ID # - You Will Lose the

History of the Parcel in Tax Administration. Always Have NEMRC Help with This Change.

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NEMRC Linked with Microsolve CAMA (Msol)

There are 3 programs linked together – NEMRC, Microsolve CAMA (Msol) & Apex. To start a new record. Make sure Microsolve CAMA (Msol) and APEX are closed. Add new parcel ID in NEMRC – under Microsolve CAMA (Msol) file chose appropriate data base (Residential, Commercial or Condo). Close Parcel Maintenance Then Click on Big YELLOW Bar [Microsolve] on Main Menu. Once in CAMA go to the Button on the Bottom Marked [SKETCH]. The order is: NEMRC sends Parcel ID, Owner 1 & 2, Address, Status (Active or Inactive), Tax map #, 911 Address, Book, Page, Sale Date & Sale Price to Microsolve CAMA (Msol) APEX sketches building, calculates Square footage, creates all parts of building and sends the square footage and creates IDs if segregated properly to Microsolve CAMA (Msol) Microsolve CAMA (Msol) sends Total Listed Value, Housesite Value and Homestead Value to NEMRC when cost is run

Parcel ID Identification Know how your town numbers parcels in the grand list. A lot of different methods are used. Remember to be consistent. Parcel identification methods may use the span number, 911 address, consecutive numbering system or tax mapping. Be consistent and understand how the current system is numbered. Be careful not to duplicate the extra separator if used (. or -)

Listing Owners Be careful not to add an extra space in front of any owner name Owner 1:

• Always list last name, suffix, first name• Always enter suffix after last name

(Smith Jr John)• Never separate names with commas or

periods• Always use an “&” sign when two

owners on one line (Do not use theword “and”)

Multiple Owners: • Owner 1 – List two owners on the first

line separated by an “&” sign• Owner 2 – List two owners on the

second line separated by an “&” sign• If more owners add “ET AL” to end of

Owner 2 – enter remaining owner(s) innotes field on the [Notes] tab

Life Estate – Life Estate – it is recommended that you list a life estate to the owner of the life estate and the remainderman as the 2nd owner. For Homestead purposes, it often helps to clarify that this is a life estate ownership. Example: Owner 1: Jane Smith (Life Estate)

Owner 2: David & Mary Doe

Location Information • The Location A, B & C are used for

informational data only. It is notrequired and only used if the townwants to write reports for specific data

911 Location• This is used for 911 Addressing (be

careful how the road, streets etc. areentered) Following the post office rulesfor abbreviations is recommended

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Parcel Transfers • How to find Transfers on myVTax

Log in using you Town’s information

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1. Click on the [PTTR Search] Tab2. Click on the dropdown arrow

and choose the name of thetown you would like to viewPTTRs from

3. You may want to choose [Datefrom] and [Date to] to specify atime frame

4. Click on [Generate]5. Click on each hyperlink to

access each PTTR

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Parcel Transfer Process in NEMRC Before you begin with the property transfer, make sure you have the Property Transfer Tax Return (PTTR) in front of you and know the parcel ID#.

1. Click on “4. Parcel Transfers” 2. Choose add or edit” at the

“Transfer File Maintenance” screen a. Choose “add” (edit is to

change an existing file). b. Select Transaction Type.

i. Transfer Parcel is used to transfer ownership of entire parcel.

ii. Split Parcel is used for Subdivisions

3. Once you chose in Step 2: Transfer Parcel enter the transaction information. Enter Date PTTR was Recorded with the Town Clerk, Book, Page, Transfer ID (this would be anything to help look this up later) and Sale Price.

4. If the sale in not valid click the “VALID” check mark off (it defaults to Valid). Include your comments in the Valid/Invalid Reason field as to why the sale is not valid. a. Add reason why valid/invalid

5. “Step 3: Select the parcel that is being transferred.” a. Enter Parcel ID or Owner 1 and

hit [Find] to look up parcel. b. Double click or click on parcel

then click “OK” on parcel. 6. Click on “Modify” This will bring you

into the Grand List so that you can enter all the changes to the parcel from the PTTR.

7. Make all updates with new PTTR. 8. When all updates are done to the

parcel click on [Save].

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9. At the Transfer screen click [Save] again and a dialog box will pop up with “Record Another Transfer?” Click [Yes] or [No].

10. Click on [Save] to exit

Parcel Transfer Split Process

How do I know the property split?

• Look on the Property Transfer Tax Return (PTTR) for the Land Size and compare it to the Grand List’s land size. Also look at the bottom of the PTTR to see if there is “Portion of the property sold/subdivision” is checked.

*Always check to make sure it did / or did not split. Once you determine that it is a subdivision follow the steps below:

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Before you begin with the property transfer, make sure you have the Property Transfer Tax Return (PTTR) in front of you and you must know the parcel ID# new parcel ID#. Make sure you confirmed what is being transferred, is it contiguous to an existing owner (abutter) or separate parcel.

1. Click on “4. Parcel Transfers” 2. At the “Transfer File Maintenance”

screen a. “Step 1: Choose add or edit”.

Choose “add” (edit is to change an existing file).

b. Select Transaction Type. 1. Select Split Parcel is used to

transfer ownership of portion of parcel (subdivisions)

Parcel Split 3. Once you choose “Step 2: Select Split

Parcel” enter transaction information”. Enter Date PTTR was Recorded with the Town Clerk, Book, Page, Transfer ID (this would be anything to help look this up later) and Sale Price.

4. If the sale in not valid click the “VALID” check mark off (it defaults to Valid) (it defaults to Valid Include your comments in the Valid/Invalid Reason field as to why the sale is not valid.

5. “Step 3: Select the parcel that is being split or transferred.” a. Enter Parcel ID or Owner 1 and hit

[Find] to look up parcel. b. Double click on parcel to set

record. 6. “Step 4:

a. Click on the empty field below the original parcel number. Enter your new Parcel number. Keep new parcel number highlighted.

7. “Step 5: a. Click on the “Modify” button to

enter the parcel data.

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8. This will bring you into the Grand List so that you can enter all the information to the new parcel from the PTTR. a. When all changes are done to the

new parcel click on [Save]. 9. This will bring you back to the transfer

information page a. Click to highlight on the original

parcel number. b. Click on “Modify”

10. This will bring you into the original Grand List so that you can enter all the changes to the original parcel. a. When all changes are done to the

parcel click on [Save]. b. At the Transfer screen click [Save]

again c. A dialog box will pop up with

“Record Another Transfer?” Click [Yes] or [No].

Checklist for PTTR’s Done By Date 1 REVIEW PTTR

2 READ DEED

3 CHECK FOR CONTIGUOUS OWNERSHIP (IF APPLICABLE)

4 RESEARCH AND/OR CLARIFY ANY ACREAGE DISCREPANCIES

5 REVIEW AND CHANGE CATEGORY (Subdivision) and/or OWNERSHIP CODE

6 SENT SALES VERIFICATION FORM TO BUYER AND SELLER

7 RECORD TRANSFER IN NEMRC USING PARCEL TRANSFER ROUTINE

8 MAKE CHANGE TO VALUE IN APPRAISAL SYSTEM (IF APPLICABLE)

9 RECALCULATE HOUSESITE/HOMESTEAD (IF APPLICABLE)

10 REVIEW CURRENT USE PARCELS (IF APPLICABLE)

11 PRINT NEW COST SHEET(S)/PROPERTY RECORD CARD WITH CHANGES

12 FLAG FOR CHANGE OF APPRAISAL WITH REASON (IF APPLICABLE)

13 MAKE CHANGES TO MAPS

14 RECORD CHANGES IN LOG BOOK & MARK UP GRAND LIST (IF APPLICABLE)

15 CHECK FOR ANY EXEMPTIONS TO PROPERTY

16 LISTERS REVIEW AND AGREE

*At this point you have only recorded the transfer if there are value changes that should happen next*

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Mapping

When you receive a PTTR which is subdividing a parcel, first read the deed and find out if a survey mylar is filed. If it is referred to in the deed, then it is required to be filed. Make a check list and follow the process. Did you change everything because of the subdivision? Have you changed all parcels effected?

New Parcel ID

Original Parcel ID

Span Survey Bk Pg

Old AC

New AC

NEMRC Complete

CAMA Complete

Sent to Mapper

Mapper Completed

Initial

Survey Town Parcel Mapping (aka: Tax Mapping)

• If you have a maintenance contract for your maps – develop a system to notify your mapper of all changes needed for the following year.

ORDER OF PREFERENCE IS:

Recorded survey Clear deed with measurements Property maps

Permits

Develop a system with the zoning administrator for a copy of the permits and how you will keep track of these. If you do not have zoning, consider sending a questionnaire to gather the information needed.

Parcel ID

Span Permit # Permit Date

Name Proposed Change

Inspection Date

Need to Re-inspect

Complete Initial

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State Current Use Maintenance (#9 in NEMRC on Main Menu) Current Use Allocation - determining parts of the whole value per statute for purposes of

exemption/tax implication. Current use should not be the reason for you to change any of your values! This is only an allocation of the parts!

Real Value- total value of the parcel including land, buildings and all improvements as determined at the time of assessment.

Methodology- be mindful of your valuation methodology in general and specific to each parcel. This includes understanding your land schedule and components of value.

***Now (2018) is the time to re-allocate all your current use excluded land values and develop a consistent practice which is fully documented going forward***

• What do you need to get started: • Current Use Applications (learn how to use the Ecuse system to check your files) • Current use Management Map for the parcels (you should have a map for all parcels. If the

current use map is missing call current use for a duplicate) • Paper copy of land schedule – full and residual (understanding of how your land schedule

works and how your land coding works in your CAMA system) • Current Use Electronic File • Copy of Cost Sheet / Lister Cards • History of parcel • Property Maps • Deeds • Site Inspection (if needed)

*Hint- develop a filing system where you can easily reference each file that is in current use- example each file might have a red file behind it if it is in current use or a tag on it.

• How to proceed: • Begin by looking at the electronic download: • If “9. State Current Use Maintenance is green you

have a file waiting for your download process to begin

• Look for items that should be synchronized with your grand list 1. Acreage- Current Use vs. Grand List

Acreage Breakdown of the enrolled land is set by current use based on application, etc. You will look at total current use acreage and vs. total grand list acreage and if it does not match you need to determine why? ♦ Possible reasons for mismatch: Subdivisions, Contiguous land purchased, your maps could be wrong, your

NEMRC acreage did not get updated or historic transfers missed by either party. ♦ Town grand list information is correct until it is determined to be different. Don’t

change your information based on current use map- it is not a survey! ♦ Research, correct if possible and report back through your current use exchange-

keep a copy of your research in your file.

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2. Parcel Number/Ownership/SPAN- Current Use vs. Grand List ♦ Possible reasons for mismatch: Parcel transfer to new ownership, transfer with life estate or trust, ownership

name order of application vs PTTR or subdivision/split ♦ If mismatch- research, correct if possible and record the reason in your current use

download exchange -use the drop-down box for reason and town comments to explain.

♦ Keep documentation with the file to refer to later. 3. Value Breakdown- Current use vs. Grand List

** This portion is for value allocation only not penalty calculation purposes! ** • For MSOL (MICROSOLVE) CAMA program

♦ Use the CU calculator by adding a new land ID#, with three choices labeled CU first in the “Calc Method” (#s 7 – CU Site, 8 – CU Acres & 9 – CU Front & Depth)

♦ In the “Land Type” use the same as explain below ♦ Once Data is set for the appropriate “Calc method” click on the [CU] cost button

next to the Parcel [$] Cost button • For All other CAMA program users

You may want to set up a test parcel- this can be used to calculate and determine value without changing any current cost sheets. To do this – create a new parcel in the grand list first (assign it a parcel number that will sequentially appear first in the list), make this parcel inactive. Create a parcel in your CAMA program (this will help match the two programs when they are transferred from one program to the other). This parcel will now appear in your CAMA Database. Make sure you add a parcel in the CAMA program also.

• In your CAMA Data Base ♦ Looking in your CAMA database find the actual parcel you will be working on and

note the neighborhood code on the Parcel Tab (Non-MSOL users). ♦ Open the test parcel, code neighborhood to match the parcel you are working on

(Non-MSOL users). ♦ Review the current use map for the parcel in question to determine what is

excluded and the attributes (topography, access, etc.) of the excluded land. Also, review application for any description that might exist for excluded portion.

♦ On land Tab in the CU parcel- code excluded land as a stand-alone total acreage parcel. Example- Parcel A has total excluded land of 7 acres- when you look at the map you see that 2 acres is the housesite and 5 acres is in the far west corner not touching the first two acres (understand how your CAMA system works). Appropriate process for allocation purposes would be: A building lot coded as 7/1 (NEMRC Microsolve CAMA coding for a CU

site/building lot which will pull value from the site inclusive land schedule) for 2 acres at grade currently applied on cost sheet.

5 Acres residual as 8/5 (NEMRC Microsolve CAMA Coding for CU acres/other which will pull the value from the residual land schedule) at appropriate grade based on your knowledge of that portion of land.

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Parcel Number / Ownership / SPAN- Current Use vs. Grand List Do the name and SPAN match the grand list? If not, why? Report back if there was a transfer, split, delete or other change by choosing the drop-down box labelled “Request Parcel Change”, then add specific comments in the “New Town Comments Box”

Use Value = # acres in program (ag/forest etc.) x use value per acre x CLA Grand List value will be the taxable amount after deduction is applied Reduction will be exemption loaded on the value screen in parcel maintenance under Current Use

Value Breakdown – Current Use vs. Grand List Total Listed Value – should match the total value on your cost sheet once you have allocated all the parts Homestead Total Listed Value should match the homestead value you have on your cost sheet once you have allocated all the parts (Note- land is always homestead if there is a declaration). Non-Residential Total Listed Value – should match the value of your Total Value -minus your Homestead Value on your cost sheet once you have allocated all the parts. (Note- enrolled farm buildings are always Non-Residential as they are considered business use).

Acreage - Current Use vs. Grand List – does total match grand list? If not, why? Report back using “Acres Reason(s) for change” boxes and included specifics under “New Town Comments”

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Reports (R. on Main Menu)

R. Reports Menu – Used to print and write reports

1. Grand List – Used to print or export the Grand List and signature pages 2. Non-Tax Parcels – Used to print all non-taxable parcels 3. State Land Parcels – Used to print all 4. Form 411 – Used to print the 411 report (totals of everything in the town) 5. Tax Book – Used to print all parcels in a tax book 6. Tax Bills – Used to print all tax bills 7. Grievance– Used to print all grievance notices 9. Transfer Report – Used to print all transfer between specified dates 10. Contiguous Parcels – Used to print all contiguous parcels marked in grand list 11. Personal Property Mgmt – Used to print personal property report details, summaries,

Inventory request forms & notice of assessment A. Mailing/Lister Card Labels – Used to print standard, standard with parcel ID or custom

labels B. Contracts – Used to print all contracts C. Veterans Exemptions – Used to print all properties with a veteran exemption D. Farm Stabilization – Used to print all farm stabilizations E. Current Use exemptions – Used to print all current use exemptions (use to balance with the

current use module) F. Leased Land – Used to print all records with leased land dollar amount entered in Parcel

Maintenance on the value/exempt tab

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G. Transaction Report – Used to prints all transaction (changes) made to properties within a specific range (this only works if you process transfers using “#4 Parcel Transfers”)

H. Export Data – Used to export all NEMRC information (be careful to uncheck sensitive information)

I. Assessor/Lister Actions – Used to check-in or check out any parcel worked on in the field J. Special Exemptions – Used to print all special exemptions L. Inactive Parcels – Used to print all inactive parcels with main parcel information M. State Treasurers Report – Used to print all parcels with penalties assessed by choosing

either “show all records in which the tax changed” or “show taxes that have been removed or added”

O. Compare other Grand Lists – Used to compare one grand list to another Q. Form 427 – Used to report all tax rates to be sent to the State (due Aug 15th each year) R. Covenant Restr Housing – Used to print all properties marked with covenant restrictions

percentage removed from assessed value Z. Custom Reports – Used to create and print custom reports

Backup Process Choose "O. NEMRC Backup" The following window will appear:

1. To NEMRC via internet: Compresses data selection from above and transfers the file to the NEMRC WEB server through your internet connection.

2. Passive FTP: Check this option when consistent failures to backup occur, this alters the method to allow more time to perform the task.

3. Floppy diskettes: Not used any longer. 4. NEMRC folder>Backup: This option creates a

unique file in a sub-folder of NEMRC on your hard drive. This data will not be recoverable if the hardware device fails due to the live data and backup data being on the same device.

5. Folder you specify: This option allows you to navigate to a different location on the same device or a different device to save your backup. Thumb drives are often used as well as re-writable CD's or DVD's.

6. OK: This will start the process from the selection choice made above.

7. Cancel: This will exit the backup options and not perform a backup.

If done correctly, you should receive a message stating that your backup was a success.

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MSOL CAMA Backup

• In Msol go to Tools and click on the bottom “NEMRC Backup”. This will back up your MSOL CAMA file.

Check “Live NEMRC Update” • When “U. Live NEMRC Update” is green that means

your program(s) needs to be updated. Click on the button

• A message will pop up stating NEMRC is ready to connect to your operating system to update the program Click “OK”

• Once you click “OK” • The next box “Select your updates” will pop up

o You must choose which module you wish to update by clicking in the box under the word “Update” (some towns have only one module and some towns may have 10). You may want to update only one program at a time.

If both “Your Version” and “New Version” columns have the same versions, it will not let you click on anything

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File Review for Consistency 1. Data Entry Designed for Look Up

• Data Entry Tips – ◊ Consistency is Essential! ◊ When looking up names addresses etc.

check at the top of the look up screen for any information out of sequence.

2. How to Use Look Up or F1 • From Main Menu, choose Parcel Maintenance • Click on one of the empty fields that you would

like to look up. ◊ Parcel ID, Name, Address, 911 Address etc.

• Once your cursor is in the field you want to look up, hit the F1 key or the [Find] button beside the field. ◊ This will give you a list of properties. ◊ The look up page will pop up. ◊ You can start typing in the [Seek] field. ◊ This will help you get closer to the property

you want to find. • You may use your up and down arrows to

navigate as well. • If the data is entered consistently and with

foresight, these searches can be a valuable tool. Notice that the first name in this list start with a “Z” that means there is probably a space before the “Z” and should be corrected. Searches will be very easy if you are consistent!

Lister Email All Lister officers were provided with an email access per Act 60 legislation in 1997. Email addresses were also provided access to Comp60-Listserve, which is a group email for all listers. Listserve can be used to ask other listers about unusual situations and find comparable for unusual properties. PVR often posts messages to all towns using Listserve. Please make sure PVR has the correct email for your town and that you are monitoring this email frequently.

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APEX Sketching Go into the sketching program by clicking on the bottom button “[SKETCH]” (if not highlighted darker then there is not sketch attached to this parcel. Click on “[New]” and the Apex program will open to a blank record. Click on Define Area in the Command pad on the right side. • Begin the Sketch: For this tutorial, define the first area by selecting the GLA, Gross Living Area option and then

select the GLA1, First Floor option on the Sub-Area dialog. After Defining the Area, you will be back to the drawing pad area. The curser is displayed as a white arrow pointer indicating the Pen Up” mode. It can be moved with the mouse or with the arrow keys or other movement tools to a different point of beginning or to a strategic location on an existing sketch. Since this is the first area to be drawn, simply press the [Enter] key on your keyboard. The arrow will change to a circle with a cross hair to indicate the “Pen Down” or drawing mode. You are establishing the Point of Beginning (POB).

Note: You can also left click with the mouse to activate the “Pen Down” mode and draw with the mouse. However, this tutorial will focus on keyboard entry and use of numerical information for the measurements to complete this sketch.

• Draw with the Keyboard: Define a 2nd area by either: (A) Selecting the Define Area button in Command Pad to the right.

(B) Go to the Draw Menu and click the Define Area button or (C) Press the [F4] key for the keyboard shortcut.

When the Define Area dialog opens, you can maneuver down and up the list of categories with the [] or [] keys. For this tutorial, maneuver down to the Garage category and press the [Enter] key. Since there is only one Garage option in the default Area Code Table, a 2nd

dialog box will open showing the default details of this area. While this dialog box is open, you can press the [Enter] Key to finalize the selection of the Garage and return to the drawing pad (no requirement for using the mouse).

• Maneuvering the curser to a specific POB: The white pointer will appear somewhere on the drawing pad. To create a POB of the Garage at

a specific location, press the [J] key to “jump to the nearest corner”. You can maneuver the curser position to a predetermined position by tapping the [] [] [] or [] arrow keys to move the cursor in 1’ increments or typing in the specific distance from the current location.

For this tutorial, position the white pointer near the upper right corner of the existing sketch.

Press the [J] key to jump to this corner. Now press the [] arrow key 3 times to move the pointer down 3’ (you can also press the [3] key & then the [] arrow key to move the pointer down 3’). Now press the [Enter] key to establish the POB of the Garage 3’ down from the upper right corner.

Draw a 20’ line to the right by either: (A) Pressing the [→] arrow key 20 times, (B) Press & holding the [→] arrow key until the line is 20’ long or (C) Simply pressing the [2] key, then the [0] key and then the [→] arrow key.

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The 20’ line will be drawn to the right. Press the [Enter] key to anchor the line. You can use the arrow keys to change the position of the dimension (holding down the [Shift] key & arrow keys will move the dimension in 1/10’ increments). You can increase or decrease the font size by pressing the [+] or the [-] keys. Press the [Enter] key to anchor the dimension.

Next, draw a 17’ line down by pressing the [1] key, the [7] key and the [] arrow key. Press the [Enter] key to anchor the line and then press the [Enter] key again to anchor the dimension.

Draw the 20’ line back to the left by pressing the [2] key, the [0] key and the [] arrow key. Press the [Enter] key twice to anchor the line and the dimension.

The last 17’ line has to be drawn back to the POB for Apex to close the Garage polygon. Rather than typing in the [1], the [7] and the [] arrow keys, you can use the [A] key as the short cut for AutoClose feature. Press the [Enter] key one time to anchor the last line of the Garage. While the 17’ dimension is still red, press the [Space Bar] or the [Delete] key to remove it since it is repetitious.

The Area Name (Garage) will be posted as text in the polygon you have just drawn. You can maneuver the position of this label with the arrow keys or increase or decrease the font size by pressing the [+] or the [-] keys. Press the [Enter] key to anchor the label. Next the Area Calculation will post to the drawing. Press the [Enter] key to anchor this text.

Once the sketch is completed click on “Save” then “Exit”. The sketch is not saved on this parcel until you click on the cost icon and / or click on the save button You will see that the Sketch button has now turned darker

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MSOL CAMA • When entering data in the MSOL program, have all your data in front of you (field

sketch & data collection sheet). o Take the Data Collection Training for specifics about properly grading dwellings

and description of dwellings o Take the Msol CAMA Training on how to run the program o Check on NEMRC Website for tutorials and help pages on how to use

programs • Property Data Collection Sheet (page 2)

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o Property Record Card (single sheet) -there are many varieties of Property Record Cards

• Property Record - Itemized Property Cost Sheet

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Microsolve (MSOL) Re-inspect Report

Open MSOL • Click Data• Click Browse• Display/Print/Reset

At Browse Box Click “Field Selection” Tab

Choose fields on left by location and double clicking to see them in box on right

• Main.Parcel_ID (Parcel Id)• Main.re_Inspect (Reinspect)

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Click Filter box on top tool bar to left of printer icon

Click Add to bring up filter condition box • Click down arrow to choose Main.(Reinspect) in field box

• Click down arrow to choose equals in Operator box enter 2 in small box instead of 0

• Click Count (top right corner will show how many records are contained in the request)

• Click OK

• Click OK again on

filter box

• Click “Browse” tab to see results

• Choose Report to print if this meets your needs

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Microsolve (MSOL) Percent Complete Report

Open MSOL • Click Data • Chick Browse • Display/Print/Reset

At Browse Box Click “Field Selection” Tab

Choose fields on left by location and double clicking to see them in box on right

• Main.Parcel_ID (Parcel Id) • Main.Complete_p (% Complete)

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Click Filter box on top tool bar to left of printer icon

Click Add to bring up filter condition box • Click down arrow to choose SECTION[% Complete] in field box

• Click down arrow to choose equals in Operator box enter 100 in small box instead of 0

• Click Count (top right corner will show how many records are contained in the request)

• Click OK

• Click OK again on

filter box

• Click “Browse” tab to see results

• Choose Report to print if this meets your needs

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