PRISM Documentation Update Log

Transcription

1 PRISM Documentation Update Log Date Impact Description Document 08/10/2018 Change Reorganized submission and approval process steps. 08/01/2018 Add Made correction to Blind Disabled Homestead RMV rate structure 08/01/2018 Change Updated summary report documents according to changes made to summary report design 08/01/2018 Clarification Removed section that mentions automated s sent to submitter from VR upon successful submission. 07/09/2018 Add Added Manufactured Home Park - Class One to AA summary report as item /09/2018 Add Added table to Overview section with example of full two-year cycle of PRISM submissions 07/09/2018 Change Corrected SAPS Power Line Categories table so that footnote #3, Distribution of taxes shall be 50% to the general revenue fund of the county, 40% to the general school fund of the county, and 10% to the utility property tax credit fund (M.S ), also applies to High Voltage Transmission Lines 100 to 200kV (excluding 200kV) in Unorganized Township 07/09/2018 Change Clarified the Net Local NTC and RMV Tax definition to include credits and PRISM Submission and Approval Process Tax Base Table PRISM Summary Report Updates, PRISM Summary Report User PRISM Virtual Room File Submission Overview PRISM Summary Report Updates

2 reductions not reimbursed by the state. 07/09/2018 Change Renamed Ma & Pa Resorts to Homestead Resorts ; renamed Migrant Housing to Housing for Seasonal Farm Workers 07/09/2018 Change Modified the Hazardous Substance Subdistrict (HSS) Reporting appendix for temporary submission guidelines to be used prior to schema version /09/2018 Add Added three new property type codes for the 4bb(1, 2, 3) breakdowns D40, D41, D42 07/09/2018 Add Added two new TIF District Modifier Type Codes for HSS Submissions 07, /09/2018 Delete Removed one Valuation Modifier Type code as obsolete: 21 TIF Hazardous Substance Subdistrict (HSS) 04/20/2018 Clarification Fixed typo in footnote from 4c(1) to 4c(12) 04/05/2018 Add Added information about where submission reviews are shared for each submission, Code Table, Tax Base Table, Rate Change Table Tax Base Table, Rate Change Table Rate Change Table PRISM Submission and Approval Process 04/05/2018 Add Added TIF Location Code 03/28/2018 Clarification Clarified that B300-09, State NTC Tax, can be greater or equal than zero 03/28/2018 Clarification Clarified that TIF HSS property includes not only land, but all market value under section A111-02: Modifier Amount 03/16/2018 Add Added new document to PRISM website, PRISM Summary Report Updates 03/16/2018 Add Added Exempt Code for Solar Energy Generation Systems PRISM PRISM PRISM Summary Report Updates 03/16/2018 Add Added Special Taxing District

3 03/05/2018 Change Updated PRISM Submission and Approval Process, PRISM Testing IDs, and PRISM documents with information about new file submission process through Virtual Room. 03/05/2018 Add Added PRISM Virtual Room File Submission Overview document to website. 01/02/2018 Add Created one new Property Type Code effective Assessment Year 2018: E40. 01/02/2018 Add Created two new Property Type Codes effective Assessment Year 2017: I35 and I45. 01/02/2018 Change Updated instructions for reporting Parcel IDs 12/18/2017 Add Added PRISM Summary Reports FAQ, PRISM Summary Report User 12/18/2017 Change Updated information about summary reports PRISM Submission and Approval Process, PRISM Testing IDs, PRISM PRISM Virtual Room File Submission Overview Tax Base Table, Rate Change Table, Code Tables Tax Base Table, Rate Change Table, Code Tables PRISM Summary Reports FAQ, PRISM Summary Report User PRISM Submission and Approval Process, PRISM Submitter Testing IDs 12/01/2017 Change Updated template Letter of Certification template 12/01/2017 Change Added more information on submission reviews 10/25/2017 Add Added PRISM Submission and Approval Process, PRISM Submitter Testing IDs, Letter of Certification Template to the website 10/25/2017 Add Added TIF Hazardous Substance Subdistrict Valuation Modifier Type Code; Added Submitter PRISM Submission and Approval Process PRISM Submission and Approval Process, PRISM Submitter Testing IDs, Letter of Certification template

4 Testing IDs; Added Special Taxing District IDs 10/25/2017 Add Added instructions about TIF Hazardous Substance Subdistrict Reporting 09/01/2017 Change Added information about Payment-in-Lieu of Tax (PILT) Exemption Codes 09/01/2017 Change Updated Rate Change Table Rate Change Table 08/21/2017 Change Corrected City/Town Code for Eyota on TIF Location Code Page of. 08/21/2017 Change Corrected Water Type Code in Field/Calculation Example for A /01/2017 Add Created new Hazardous Substance Subdistrict table (E300). The table contains one existing and one new field. 08/01/2017 Add Created new Excess TIF Tax table (E110). The table contains two new fields. 08/01/2017 Remove Removed three instances of Hazard District ID: B400-06, D100-09, and E Hazardous Substance Subdistricts are now recorded as a section of a TIF District. 08/01/2017 Remove Removed four Excess TIF Codes from the Fund Table code tables: A11, B08, C10, C11. 08/01/2017 Add Added School Bond Credit to Taxation Modifiers Table 08/01/2017 Add Added eight new codes to the exemption code table for non-ad valorem property tax parcel reporting in the linking and TIF Trees when necessary., Logical File Layout, Logical File Layout, Code Tables, Logical File Layout

5 08/01/2017 Add Added Hazard District ID to the TIF Valuation Table (E121). 08/01/2017 Change Updated Agricultural Homestead Tier Limit and 4d Low Income Housing Tier limit. 6/26/2017 Change Changed B Benefit Ratio, D Fiscal Disparities Contribution Percentage, E TIF Percentage, and B Percentage of Line on Parcel fields to NonNegativeSixAmountType. 04/13/2017 Change Clarified examples for Rural Service Districts and Area Annexation Districts., Logical File Layout Tax Base Table,, Rate Change Table 04/13/2017 Add Added TIF Location Code. 03/21/2017 Change Clarified instructions for reporting exception rate district information in Fund Data table (Data Elements to ). 03/16/2017 Change Updated documentation and example for Net New Improvement EMV field (Data Element A110-16). 03/16/2017 Change Fixed errors in Cross County example within the Exception Rate appendix. All fields should now be reported correctly. 03/16/2017 Change Updated guidelines to recommend only one, not multiple files be used in PRISM submissions. 03/16/2017 Remove Removed Linking by Parcel instructions due to lack of use. Linking by Record remains. 02/27/2017 Add Created new Exception Rate Type Code for Main Service District. s

6 02/27/2017 Change Rural Service District and Area Annexation District (Containing Rate Phase-ins) reporting method changed. Main Service District should now be reported. 02/17/2017 Change Metropolitan Agricultural Preserves will now be reporting qualifying net tax capacity under A111-02: Modifier Amount. 02/17/2017 Change Fiscal Disparity Distribution Tax (D000-12) should now be reported for every qualifying tax jurisdiction, and not just the cities as the instructions previously indicated. 02/15/2017 Change Updated procedure descriptions, guidelines. 02/06/2017 Change Correction to valid property subtype codes (D210-02) in Valuation Data table. Only B06 is valid. 02/01/2017 Change Correction to the Exception Rate Appendix Rural Service District and Area Annexation with Phase-in of Rate examples regarding the Fund Data tree. 02/01/2017 Change Changed Submitter Code ( ) from a two-digit string to three-digit. No current Submitter Codes will be changing. 02/01/2017 Add Created new TIF District Modifiers table (E200). The Introduction to County Testing, County Testing Process, PRISM Timeline and Definitions, for PRISM Certification Environment, Reviewing Reports During County Testing Schema, Logical

7 table contains two new fields. File Layout, Code Tables 02/01/2017 Remove Removed four TIF District NTC modifier fields (Captured FD NTC, FD NTC Deduction,, Logical File Layout Shared NTC, PY NTC Adjustment) from TIF Districts Table (E000), which will now be recorded in new TIF District Modifiers Table (E200). 02/01/2017 Change Correction to Power Line Appendix Table. All Transmission Lines less than 69kV are taxed at countywide average rate (property type and subtype did not change, table was just redesigned). 02/01/2017 Change Correction to statutory reference on page /01/2017 Change Added examples for Fractional Homestead on Base Parcel, and Exemption Rate District Cross County. 12/5/2016 Change Updated NTC Rate Change Rate Change Table Document from last year s. 12/5/2016 Change Updated Submitter IDs s 12/5/2016 Change Updated documentation to reflect Homestead Market Tax Base Table, Code Tables, Value Exclusion (HMVE) rather than Residential Market Value Exclusion (RMVE). 12/5/2016 Change Updated RMV tax base Tax Base Table formula s to be consistent for A11, A21, D10 and D20 properties. 12/5/2016 Change Fixed Linking Tree examples to include the HGA when linking parcels. This change should be made for Spring 2017 submissions. 11/14/2016 Change Updated Accepted Submission deadlines. PRISM Timeline and Definitions

8 9/16/2016 Change Changed testing dates and timing of audits for submission 1, 3 and 4 9/16/2016 Add Added a new Special Assessment code for other service districts 9/16/2016 Change Updated Tax Base Table to reflect AY2016/PY2017 tier limits. 9/16/2016 Change Updated code tables for new TIF and Special Taxing District Codes 8/19/2016 Change Updated instructions regarding parcels reflected in TIF Tree must also be in Valuation Tree. 8/19/2016 Change Updated instructions so that the Parcel ID in the Taxing Authority Tree (D200-04) is reported only in submission #3. Please note: the schema did not change, this is just an error in the instructions. 8/19/2016 Add Added more detailed instructions regarding when to populate the equalization table (A120) with values. 8/19/2016 Add Valuation Modifer Code #20: County Conservation Program has been added (see appendix). 8/19/2016 Change Contamination Market Value is to be reported in A Eligible Market Value instead of A111-02: Modifier Amount 8/19/2016 Change Contamination Net Tax Capacity is now reported in A111-02: Modifier Amount PRISM Abstract Transition to PRISM Summary, PRISM Project Overview, Introduction to County Testing, PRISM County Testing Process, PRISM Timeline and Definitions Tax Base Table

9 8/19/2016 Change Updated TIF Location Table. 8/19/2016 Change Updated Special Taxing District Table. 8/19/2016 Add Added the City of Raymond (0900) to Chippewa County 8/19/2016 Add Added more detailed instructions regarding when to populate the Valuation Modifier table (A111) in regards to conflicting programs (i.e. Residential Homestead Market Value Exclusion and Disabled Veterans Exclusion) 8/19/2016 Change Updated reserved and invalid characters for XML submission to reflect updated replacement codes and additional invalid whitespace characters. 8/19/2016 Change Changed Exempt Property instructions (A130) to include only REAL exempt property. 8/19/2016 Change For E000-18: Prior Year Distribution of Increments and E000-19: Prior Year Returned Increments have additional explanations for submission #2. 8/19/2016 Change Updated the Tax Base Table Tax Base Table to reflect the combined item numbers now used by the PRISM Summaries/Comparisons. Also updated the tier limit for Agricultural Homesteads from $2,140,000 to $2,050,000. 8/19/2016 Change Altered instructions for Residential Homestead Exclusion eligible market value to include information regarding the use of full homestead/non-homestead value for fractional homesteads..

10 8/19/2016 Change Updated Valuation, Taxation and Prior Year Taxation Modifier appendix for the Agricultural Preserves Eligible Market Value to include Non- Residential Building Value. 4/5/2016 Change Updated the Linking and TIF Trees so Parcel ID (C and E120-01) must match the Parcel ID (A100-01) in the Valuation Tree for submissions 2, 3, and 4. 4/5/2016 Change Updated that the Taxing Authority Data table (D000) is required for submissions 2, 3, and 4. 4/5/2016 Change Clarified that each jurisdiction must be unique in the Taxing Authority Data table for submissions 2, 3, and 4. 4/5/2016 Change Clarified that Tax Base Type (D100-02) must correspond to the initial tax rate type (D or D100-06). 4/5/2016 Add Added TIF District ID (B400-05) and Hazard ID (B400-06) to the Prior Year Taxation Modifiers table. 4/5/2016 Add Added TIF District ID (D100-08) and Hazard District ID (D100-09) to the Fund Data table. Renumbered (D100-10) Exception Rate Type Code, (D100-11) Exception Rate ID, and (D100-12) Exception Rate Description 01/25/2016 Change Updated the Valuation Modifier Table appendix to reflect that This Old House/Business needs to have the Eligible Market Value reported. 01/25/2016 Change Updated the Valuation Modifier Table appendix to reflect that a valuation Logical File Layout Schema Logical File Layout Schema

11 modifier must be reported. If the modifier does not adjust the EMV then zero should be reported. 01/25/2016 Change Updated the Valuation Modifier Table descriptions and appendix to reflect that if property is enrolled in a special program that could potentially modify the EMV, then the Valuation Modifier table must be completed. 10/30/2015 Change Changed Fund Type Code A05 description from Welfare Social Security and Public Assistance Aid to Welfare Social Services and Public Assistance Aid 10/30/2015 Change Clarified general description of relationships between the valuation and taxation tree for exempt property and special assessments 10/30/2015 Add Added E Unique Taxing Area ID to the TIF Unique Taxing Areas table. This also resulted in renumbering the Original Total Local NTC Rate and Underfunded TIF Indicator fields. 10/30/2015 Remove Removed the TIF District Tree s Special Taxing District table. 10/30/2015 Change Changed the Taxation Tree s 1 to Many relationship between the Unique Taxing Area Table and the Parcel Characteristics table to a 0 to Many relationship 10/30/2015 Add Added TIFDistrictID to data types appendix for schema clarification 10/30/2015 Change Changed the town of Rice Lake (0061) to the city of Rice Lake (6100),, Logical File Layout, Logical File Layout Logical File Layout

12 10/30/2015 Add Updated TIF Location Table 10/30/2015 Change Fixed the XML tags for Number of Phase-in Years (B200-06) and Current Year of Phase-in (B200-07) which did not reflect a capitalized I in PhaseIn. 10/30/2015 Change Updated B State NTC Tax to reflect that there are no taxation modifiers applied to the State NTC Tax. 10/30/2015 Remove Removed Taxation Modifier 23 Local Option Disaster Credit (State General Tax) references from the Valuation, Taxation and Prior Year Taxation Modifier Tables Appendix 10/30/2015 Add Added Taxation Modifier 23 Residential Homestead Market Value Credit to Valuation, Taxation and Prior Year Taxation Modifier Tables Appendix 7/31/2015 Change Changed Taxation Modifier Type Code 23 7/31/2015 Change NeighborhoodTypeCode data type of string and field length, Schema remain the same. Changed to allow alpha characters. 7/31/2015 Add Add WaterTypeCode 05 Pond, Creek, or Stream 7/31/2015 Change Change the verbiage of D35: Residential - NonHomestead - Qualifying Low Income Rental Housing to D35: Residential - NonHomestead - Qualifying Low Income Rental Housing Less Than or Equal to Tier Break 7/31/2015 Add Added a corresponding valid property type code of D39 Residential - NonHomestead - Qualifying Low Income Rental Housing Greater than Tier Break

13 7/31/2015 Add Added conditional Exemption Code (E121-03) field to TIF Valuation Table. This addition has renumbered Original NTC to E and caused the Property Type Code (E121-01) and Property Subtype Code (E121-02) to change from required fields to conditional fields. 7/31/2015 Remove Removed the Exemption Code (D210-03) and Acreage (D210-11) fields from the Valuation Data Table. This removal has caused the Property Type Code (D210-01) and Property Subtype Code (D210-02) to change from conditional fields to required fields. 7/31/2015 Add Added conditional Exemption Code (C110-05) field to Property Information Table. This addition has caused the Property Type Code (C110-03) and Property Subtype Code (C110-04) to change from required fields to conditional fields. 7/31/2015 Change Changed the Exemption code table to include three new codes (0110, 0880, and 1430) and remove one obsolete code (0910). Several of the remaining exemption codes have had updates to their requirements as well so please review the code table appendix in the instructions for further details. 7/31/2015 Change Changed the Exception Rate ID (A300-02, B200-02, and D100-09) to a String Data Type. 7/31/2015 Change Change C VTLTMV to NNIntType., Logical File Layout, Logical File Layout, Logical File Layout,, Schema, Schema

14 7/31/2015 Add Added Valuation Modifier Type Codes 18 and 19. 7/31/2015 Change Clarified the description of Valuation Modifier Type Codes 10 and 11. 7/31/2015 Change The Net Local NTC Tax (D200-01), Net RMV Tax (D200-02), State NTC Tax (D200-03) and Parcel ID (D200-04) have changed from conditional to required. 7/31/2015 Change Change Linking Tree to allow for reporting of possible links between manufactured homes in Submission 4. 7/31/2015 Change Changed Property Type Code H11 Seasonal Residential Recreational Bed & Breakfast to I70 Qualifying Commercial Use Bed & Breakfast. 7/31/2015 Add Added Valuation, Taxation, and Prior Year Taxation Modifier Tables appendix. 5/13/2015 Change Changed B320-01: Taxing Authority Type into B320-01: Special Assessment Type. Note: Special Assessment Type has its own code table. 5/13/2015 Add Added a Special Assessment Type code table for populating B320-01: Special Assessment Type 5/13/2015 Change Changed the length of the StreetAddresss datatype from 35 characters to 75 characters. This affects A100-06: Location Street Address and E000-12: TIF District Contact Address. 5/13/2015 Change Updated School District, Special Taxing District, and TIF Location s for taxing authority alterations. 5/13/2015 Change Corrected minor errors for the names associated with, Schema, Logical File Layout

15 the following property types: I50, K20, K41, K42, K50, and M20. 5/13/2015 Change Modified Tax Base Table to reflect correct RMV calculation for Agricultural HGA Homestead and Residential Homestead. 4/15/2015 Change Updated the instructions for Line Length (A110-19) to reflect the correct submission files. 4/15/2015 Change Updated the instructions for the StreetAddressType to show which special characters are allowed and not allowed. 4/15/2015 Change Changed the instructions for State NTC Tax (B300-09) to reflect only Net Tax. 4/15/2015 Add Added 23 Local Option Disaster Credit (State General Tax) and 24 Supplemental Agricultural Homestead Credit to the Taxation Modifier. 4/15/2015 Add Added 25 Cloquet Area Fire & Ambulance District to the Special Taxing District Types. 4/15/2015 Add Updated City/Township, School District, Special Taxing District, and TIF Location s for taxing authority alterations. 3/13/2015 Add Fund Code Mapping to Abstract of Tax List 3/13/2015 Add Added D05 Miscellaneous to the Fund Type Code for the Special Taxing District authority. 3/13/2015 Change Changed XML tag for A Property Subtype code from <PropertySubTypeCode> to <PropertySubtypeCode> Tax Base Table s Fund Code Mapping

16 3/13/2015 Change Equalization EMV field (A120-02) changed data types from PositiveInteger to NNIntType 3/13/2015 Add Added B09 Other Debt to the Fund Type Code for the City/Township taxing authority. 02/13/2015 Change Clarified (E100-04) 02/13/2015 Change Number of Preferential Entities field (A140-02) changed data types from RatioType to NNAmountType 02/13/2015 Change Fiscal Disparity Area-Wide Tax Rate field (D000-11) changed data types from RatioType to PositiveSixAmountType 02/13/2015 Change Prior Year Distribution of Increments field (E000-18) changed data types from PositiveAmountType to NNAmountType 02/13/2015 Change Hidden row(s) made visible Tax Base Table 01/16/2015 Change Changed I30: Qualifying Commercial Use Nonprofit Community Service (Donations) into I30: Qualifying Commercial Use Nonprofit Community Service (Non-Revenue) on Property Type s 01/16/2015 Change Changed I40: Qualifying Commercial Use Nonprofit Community Service (Revenue) into I40: Qualifying Commercial Use Nonprofit Community Service (Donations) on Property Type s 01/16/2015 Change Parcel ID masks removed s from code tables. 01/16/2015 Add Tax Base Table Tax Base Table 01/16/2015 Change Removed columns from Property Type and Property Subtype Tables - see Tax Base Table s

17 01/16/2015 Change Modified data types to include maximum values 01/16/2015 Change VTL Chain ID changed from Positive Integer to a string 01/16/2015 Change Relationship between Valuation/Taxation Linkage and Parcel Information changed to 1 to many 01/16/2015 Change Power Line Appendix in regards to the property types, property subtypes, and tax rates. 11/12/2014 Add Added C01 Manufactured Home to the Property Subtype 11/12/2014 Change Changed A41 Agricultural Non-homestead HGA (2 or 3 unit) to D38 Residential Non-homestead Agricultural HGA (2 or 3 unit) 11/12/2014 Add Added 21 TIF Local Option Disaster Credit (Unreimbursed) to Taxation Modifier Type 11/12/2014 Add Added 22 Local Option Disaster Credit (Unreimbursed) to Taxation Modifier Type 11/12/2014 Change Changed 07 Local Option Disaster Credit into 07 Local Option Disaster Credit (Reimbursed) on Taxation Modifier Type 11/12/2014 Change Changed 17 TIF Local Option Disaster Credit into 17 TIF Local Option Disaster Credit (Reimbursed) on Taxation Modifier Type 7/15/2014 Add Appendices Linking by Parcel Linking by Record Exception Rate Districts Power Line Reporting Logical File Layout,

18 Explanations