Municipal Change Profile

Municipal Change Profile
User Guide
Municipality Name
Date
Name of Report – Type of edition (Roll-Based)
Regional Office #, County/municipality #, Municipality Name
Year/Month of
Publication
Municipal Change Profile – User Guide
Table of Contents
Login to Municipal Connect™ 2.0…………………………………………………….…6
Municipal Change Profile Reports………………………………………………........…7
CVA Base Year Change Report…………………………………………………………8
Phased-in Assessment Report………………………………………………………...14
Growth Report……………………………………………………………………………15
Provincial Assessment Summary Report………………………………………….....19
Data File……..……………………………………………………………………………21
File Layout……………………………………………………………………………..…22
Tax Classes………………………………………………………………………………28
RTC’s & RTQ’s……………………………………………………………………... …29
2
Name of Report – Type of edition (Roll-Based)
Regional Office #, County/municipality #, Municipality Name
Year/Month of
Publication
MUNICIPAL CHANGE PROFILE - USER GUIDE
COPYRIGHT NOTICE
Copyright laws of Canada and other jurisdictions protect this Market Change Profile User Guide.
The Municipal Property Assessment Corporation (“MPAC”) is the owner of the
copyright for this document. The information contained in this document is also the
property of MPAC and may not be sold, licensed, leased or otherwise disposed of
including on a not-for-profit basis.
No part of this report or the information may be: (1) published or reproduced by any
means, including electronically, mechanically or by photocopying; (2) stored in a
retrieval system; or (3) transmitted by any means, including electronically, without the
prior permission of MPAC. Any reproduction, publication, or transmission of the
report, in whole or in part, without the express prior written permission of MPAC shall
constitute an infringement of MPAC’s copyright.
Requests for permission to reproduce this report or any part thereof should be
referred to MPAC’s Freedom of Information and Privacy Coordinator.
 Copyright – All rights reserved
Municipal Property Assessment Corporation
Not to be reproduced by any means or
distributed in any manner, in whole or in part,
without prior written permission.
3
Name of Report – Type of edition (Roll-Based)
Regional Office #, County/municipality #, Municipality Name
Year/Month of
Publication
Municipal Change Profile
User Guide
This User Guide provides detailed instruction to support users in accessing data
and reports associated with the Municipal Change Profile (MCP) via Municipal
Connect.
Brief explanations of the data and reports are also included in this guide, to assist
in interpreting the information and graphic summaries provided.
MPAC provided all lower-tier, single-tier and upper-tier municipalities with three
separate Municipal Change Profile (MCP) deliveries: a preliminary product
extracted on June 28, 2016, a final Notice Based extract in October (tentative) and
a final MCP based on Assessment Roll values. The MCP will continue to capture
an estimate of assessment growth, as well as an estimated market change
between the 2012 and 2016 Current Value Assessments.
In preparation for the mailing of farm and business property Notices this fall, MPAC
provided municipalities with a preliminary look at 2016 values through Municipal
Connect 2.0.
Property Assessment Notices for farm and business properties were mailed this
fall and over the next few months, MPAC valuation staff will continue to finalize
values.
The July 19 release of preliminary farm and business values provided
municipalities with an early snapshot of the market change for each property
sector and property class in their municipality.
It was not intended to be used for preliminary tax planning purposes.
Municipalities should review this information to become familiar with the overall
market changes in their municipality.
MCP REPORTS INCLUDED FOR 2016
•
•
•
•
•
•
Downloadable data file (in DBF format-additional file contents introduced in
2008);
Provincial Assessment Summary (in PDF format);
CVA Base Year Change Report (in PDF format);
2016 Phased-in Assessment Report (in PDF format);
Estimated Growth Report (in PDF format); and
User Guide (in PDF format).
4
Name of Report – Type of edition (Roll-Based)
Regional Office #, County/municipality #, Municipality Name
Year/Month of
Publication
Please contact your local Account Manager (AM) (contact information at the back
of this guide) for any “ad hoc” requests or additional reports not contained within
the Municipal Change Profile. The AM will respond within five business days with
information regarding cost and a delivery timetable. Such requests will, on
average, be produced within ten business days.
Usage of these reports is restricted to the terms and conditions of the
current Municipal Licence Agreement (2007).
5
Name of Report – Type of edition (Roll-Based)
Regional Office #, County/municipality #, Municipality Name
Year/Month of
Publication
Login to Municipal Connect 2.0
1) Login to the MPAC site at www.mpac.ca
2) Click on Municipalities
3) Click on Municipal Connect
TM
4) When the Municipal Connect introduction page appears, click Enter to login
5) Enter Username and Password
i. Click on Login
Note:
When entering your password, remember that the application is case-sensitive.
Passwords can be changed after initial login through the user profile.
If you forget your password, click on “Forgot your password?” and follow instructions for resetting your
password.
6
Name of Report – Type of edition (Roll-Based)
Regional Office #, County/municipality #, Municipality Name
Year/Month of
Publication
Municipal Change Profile Reports
•
Choose Reports from the tool bar
•
List of Municipal Change Profile Reports will appear
7
Name of Report – Type of edition (Roll-Based)
Regional Office #, County/municipality #, Municipality Name
Year/Month of
Publication
CVA Base Year Change Report
This report captures the impact of the assessment update between the two base years. The report is
generated twice, once when Notices are mailed and again following the return of the Assessment
Roll.
•
From the Reports Menu select Roll-Based CVA Base Year Change Report.
•
•
Click on Select
Choose “Allow”, in the event that a pop-up blocker message appears.
•
Acrobat Reader will open with the following cover page…
If Acrobat Reader does not open it can be downloaded at:
www.adobe.com/products/acrobat/readstep2.html
8
Name of Report – Type of edition (Roll-Based)
Regional Office #, County/municipality #, Municipality Name
Year/Month of
Publication
CVA Base Year Change Report – Total Assessed Value by Realty Tax Class (RTC)
This report captures the impact of the assessment update between the two base years comparing
total assessed value by Realty Tax Class (RTC). It is further illustrated by Taxable, Shared Paymentin-Lieu, Payment-in-Lieu & Exempt Assessed Values, as well as a summary.
The 2012 Value Estimate column represents the assessed value on MPAC’s database immediately prior to assessment
notice and roll production. In addition to reflecting values returned on last year’s Roll, they also include in-year changes.
The 2016 Value Estimate column represents the destination 2016 CVA.
The Change in Value Estimate column illustrates the increase or decrease between the 2012 Value Estimate and the 2016
Value Estimate and the % Change in Value Estimate reflects the percentage increase or decrease.
The Taxable Assessed Value report identifies the assessed value of Taxable property within a municipality excluding
Shared P-I-L, Payment-in-Lieu and Exempt.
The Shared Payment-In-Lieu Assessed Value report identifies the assessed value of Shared P-I-L properties within a
municipality, excluding Taxable, P-I-L and Exempt. The assessed values of these types of properties are classed as Shared
P-I-L and treated as taxable properties; a Hydro One Networks Inc. owned transformer station is an example of such a
property.
The Payment-in-Lieu Assessed Value report identifies the assessed value of Payment-in Lieu properties within a
municipality excluding Taxable, Shared P-I-L and Exempt. These properties are exempt from taxation and are eligible to
have payments made to the municipality by the provincial or federal governments.
The Exempt Assessed Value report illustrates the assessed value of exempt properties within a municipality excluding
Taxable, Shared P-I-L and Payment-in-Lieu. These properties are assessed but not taxed (eg. schools, hospitals, churches).
A Summary of the taxable, shared P-I-L, payment-in-lieu and exempt assessed values is also provided.
9
Name of Report – Type of edition (Roll-Based)
Regional Office #, County/municipality #, Municipality Name
Year/Month of
Publication
CVA Base Year Change Report – Median Assessed Value by Selected Residential
Property Codes
This report captures the impact of the assessment update between the two base years comparing
median assessed values of selected residential property codes.
The pie chart illustrates the breakdown of various types of residential properties within the municipality (eg. single family,
condo, duplex, triplex, waterfront etc.). The property count reflects all roll numbers having the given property code at the time
of MCP production. The table identifies the impact on the median assessed value on specific residential property codes.
The median is defined as the mid-point value having an equal number of properties above and below it. This rule is applied
in calculating the median for each property code, and also utilized in determining the values for Grand Total Value Estimates
and Percentage Change.
10
Name of Report – Type of edition (Roll-Based)
Regional Office #, County/municipality #, Municipality Name
Year/Month of
Publication
CVA Base Year Change Report – Average Assessed Value by Selected Residential
Property Codes
This report captures the impact of the assessment update between the two base years comparing
average assessed values of selected residential property codes.
The property count reflects all roll numbers having the given property code at the time of the MCP production.
The average is defined as the sum of all the values in a selected property code divided by the total number of properties
within that code. The rule is applied in calculating the average for each property code, and also utilized in determining the
values for Grand Total Value Estimates and Percentage Change.
11
9
Name of Report – Type of edition (Roll-Based)
Regional Office #, County/municipality #, Municipality Name
Year/Month of
Publication
CVA Base Year Change Report – Total Assessed Value by Realty Tax Class & Qualifier
(RTC/RTQ)
This report captures the impact of the assessment update between the two base years comparing
total assessed value by every RTC/RTQ combination within the municipality.
Notes:
The Count on this report represents the number of assessable subordinates (frequency), rather than number of properties.
Utility Transmission and Distribution Corridors (U) and Railway Rights-of-Way (W) are linear properties that are
taxable based on acreage, therefore the values are set to zero for this report.
12
Name of Report – Type of edition (Roll-Based)
Regional Office #, County/municipality #, Municipality Name
Year/Month of
Publication
CVA Base Year Change Report – Total Assessed Value by Property Code
This report captures the impact of the assessment update between the two base years by all property codes
within the municipality.
This table summarizes the change between the two base years by each property code category (not realty tax class).
13
Name of Report – Type of edition (Roll-Based)
Regional Office #, County/municipality #, Municipality Name
Year/Month of
Publication
Phased-in Assessment Report
This report captures the impact of the assessment update between the 2012 CVA and the Phased-in
Assessment used for 2017 taxation. This report follows the same format as the CVA Base Year
Change Report (above).
From the Reports Menu select Roll-Based Phased-in Assessment Report
•
•
Click on Select
Choose “Allow”, in the event that a pop-up blocker message appears.
•
Acrobat Reader will open with the following cover page…
If Acrobat Reader does not open it can be downloaded at:
www.adobe.com/products/acrobat/readstep2.html
14
Name of Report – Type of edition (Roll-Based)
Regional Office #, County/municipality #, Municipality Name
Year/Month of
Publication
Estimated Growth Report
This report captures the estimated growth that occurred from last year's roll return until the assessment update. A
growth calculation broken down both by property code series and tax classification is provided.
From the Reports Menu select Roll-Based MCP Estimated Growth Report
•
•
Click on Select
Choose “Allow”, in the event that a pop-up blocker message appears.
•
Acrobat Reader will open with the following cover page…
If Acrobat Reader does not open it can be downloaded at:
www.adobe.com/products/acrobat/readstep2.html
15
Name of Report – Type of edition (Roll-Based)
Regional Office #, County/municipality #, Municipality Name
Growth
Previous Roll
2012 CVA
2015 Roll for
Tax Year
2016
vs.
Current
Maintenance View
2012 CVA
Year/Month of
Publication
Base Year Change
Roll (Notice)
2016 CVA
During Tax
Year 2016
16
Name of Report – Type of edition (Roll-Based)
Regional Office #, County/municipality #, Municipality Name
Year/Month of
Publication
Estimated Growth Report (Continued)
Growth: is determined as the difference between values returned on the current Roll and the last returned Roll.
All value and classification changes made on MPAC's database during this time is included in this estimation of
Growth, including: supplementaries, omitted assessments, Assessment Review Board decisions, Request for
Reconsideration results, 357 applications, newly created and deleted properties and all other in-year changes.
Estimated Growth Report by Property Code
This report reflects growth at the property code level.
Note: Any one specific property may have changed property codes between counts causing a loss in one with
an offsetting gain in another. (i.e. a property code 100 vacant land on the last returned Roll may be a 301 single
family detached by current Roll return.)
The Growth in % provides an estimation of the growth during the 2012 taxation. The calculation is based on
the following formula:
Growth in % =
During Tax Year 2016 – 2015 Roll Value
2015 Roll Value
x 100
or, in the example below for Commercial:
0.94%
=
63,952,700 – 63,359,900
62,359,900
x 100
17
Name of Report – Type of edition (Roll-Based)
Regional Office #, County/municipality #, Municipality Name
Year/Month of
Publication
Estimated Growth Report (Continued)
Estimated Growth Report by Realty Tax Class
Note:
An individual property may be split between several realty tax classes, such as a commercial building
with residential units.
Estimated Growth Report by Realty Tax Class and Qualifier
18
Name of Report – Type of edition (Roll-Based)
Regional Office #, County/municipality #, Municipality Name
Year/Month of
Publication
Provincial Assessment Summary Report
This report summarizes the impact of the assessment update for each municipality in the Province.
From the Reports Menu select Roll-Based MCP Provincial Assessment Summary Report
•
•
Click on Select
Choose “Allow”, in the event that a pop-up blocker message appears.
•
Acrobat Reader will open with the following cover page…
If Acrobat Reader does not open it can be downloaded at:
www.adobe.com/products/acrobat/readstep2.html
19
Name of Report – Type of edition (Roll-Based)
Regional Office #, County/municipality #, Municipality Name
Year/Month of
Publication
Provincial Assessment Summary Report (Continued)
A single report including information at the tax-class level produced for each lower-tier and single-tier municipality in the
Province of Ontario.
The % Growth column is the change between the 2015 Roll values at 2012 CVA and the “During Tax Year
2016” values also at 2012 CVA.
During Tax Year 2012 – 2011 Roll Value
2011 Roll Values
x 100
The % Reassessment Change is calculated as:
Destination Value - During Tax Year 2016
During Tax Year 2016
x 100
20
Name of Report – Type of edition (Roll-Based)
Regional Office #, County/municipality #, Municipality Name
Year/Month of
Publication
Data File
The Data File is a self-extracting zipped database file (DBF), containing a property inventory
of assessment information. Information contained in the data file was utilized to build the
various MCP reports.
From the Reports Menu select Roll-Based MCP Data File
1) Click on Save file
2) Note the file name
3) Save the *.EXE file to desired local directory (Note: This saves the file as an executable
zipped file).
4) To access the file, un-zip or open the self-extracting file by double clicking on the saved “exe” file
5) This will release a “DBF” file to the directory
7) This “DBF” file contains the database. The database can be accessed through Excel, Microsoft Access
and SPSS to name a few.
21
Name of Report – Type of edition (Roll-Based)
Regional Office #, County/municipality #, Municipality Name
Year/Month of
Publication
File Layout


All fields left adjusted, unless otherwise indicated.
PLT Reform areas will only contain data in the General and Reassessment fields, not in the Previous
Time of Roll nor the Current Maintenance View fields.
Field Name
Description
Field Type
Field Length
General Information
roll_num
Roll Number
sub_num
Subordinate Number
Character
Character
15
4
seq_num
Sequence number
Character
3
new_ind
Indicator
Character/
Blank
3
prv_roll
Previous Roll number
Character
15
owner_1
First Owner Name
rtc
rtq
Realty Tax Class
Realty Tax Qualifier
Character
Character/
Blank
Character
Set 1: Information from Current Time of Roll (Previous Year End) view.
r_sra1
ROL Returned SRA1
Character/
Blank
r_sra2
ROL Returned SRA2
Character/
Blank
r_sra3
ROL Returned SRA3
Character/
Blank
r_sra4
ROL Returned SRA4
Character/
Blank
r_sra5
ROL Returned SRA5
Character/
Blank
r_sra6
ROL Returned SRA6
Character/
Blank
r_pc
ROL Returned
Character
Property Code
r_ward
ROL Returned Ward
Character
Comments
1
1
Roll Number – 15 digits
Subordinate Identifier: 0000 for record
showing Owner attributable assessment
information.
Subordinate Identifier for record showing TTL
attributable assessment information.
Sequence Number: Start in 1 for first record
for each property, increased by 1 for each
additional record for the same property
(including its TTL subordinates).
New Property Indicator Provided only if
property is new, deleted, or retired. Otherwise
blank.
NW1 if new non-vacant-land property.
NW3 if new vacant-land property.
DL if property deleted or retired.
Previous Roll Number. Provided if property
renumbered since previous roll return.
Unique RTC-RTQ combination from Owner or
TTL attributable assessment.
1
Special Rate Area 1. Blank for new properties.
28
1
1
1
1
1
3
2
Owner Name of main property owner (i.e. legal
entity with lowest business sequence number).
If owner name is longer than 28 characters,
then characters exceeding 28 are truncated.
Special Rate Area 2. Blank for new properties.
Special Rate Area 3. Blank for new properties.
Special Rate Area 4. Blank for new properties.
Special Rate Area 5. Blank for new properties.
Special Rate Area 6. Blank for new properties.
Property Code. Zeroes for new properties.
Ward. Zeroes for new properties.
22
Name of Report – Type of edition (Roll-Based)
Regional Office #, County/municipality #, Municipality Name
Field Name
r_poll
r_suffix
r_sp_t
r_sp_u
r_ph_1_t
r_ph_1_u
r_ph_2_t
r_ph_2_u
r_ph_3_t
r_ph_3_u
r_dp_t
r_dp_u
r_site
Description
ROL Returned Poll
ROL Returned Poll
suffix
ROL Returned Starting
Point Total
ROL Returned Starting
Point Portions
ROL Returned PhaseIn Total Year 1
ROL Returned PhaseIn Portion Year 1
ROL Returned PhaseIn Total Year 2
ROL Returned PhaseIn Portion Year 2
ROL Returned PhaseIn Total Year 3
ROL Returned PhaseIn Portion Year 3
ROL Returned PhaseIn Total Year 4
ROL Returned PhaseIn Portion Year 4
ROL Returned Site
Field Type
Character
Character
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Year/Month of
Publication
Field Length
3
1
11
11
11
11
11
11
11
11
11
11
7
Comments
Poll. Zeroes for new properties.
Poll Suffix. Zeroes for new properties.
Starting Point
Total
Starting Point
Portion
Phase-In Total
Year 1
Phase-In Portion
Year 1
Phase-In Total
Year 2
Phase-In Portion
Year 2
Phase-In Total
Year 3
Phase-In Portion
Year 3
Destination Total
ROL Returned site
UoM
Character/
Blank
Set 2: Information from Current Maintenance view.
p_sra1
In-year update SRA1
Character/
Blank
p_sra2
In-year update SRA2
Character/
Blank
p_sra3
In-year update SRA3
Character/
Blank
p_sra4
In-year update SRA4
Character/
Blank
1
1
1
1
1
Set to zero if source value
is negative.
Zero for new properties
and linear properties.
PhaseIn values for each
record pertaining to RTC
and RTQ.
Destination
Portion
Site Area:
-
r_uom
No decimals.
Two (2) decimal positions
For new-new linear properties only.
Otherwise (new properties and nonlinear properties) zero.
Imperial format.
If measurement is less than 1 A, then display in
SF.
Unit of Measurement:
- For non-new linear properties only.
Otherwise (new properties and nonlinear properties) blank.
- Imperial format.
Special Rate Area 1.
properties.
Special Rate Area 2.
properties.
Special Rate Area 3.
properties.
Special Rate Area 4.
properties.
Blank for deleted/retired
Blank for deleted/retired
Blank for deleted/retired
Blank for deleted/retired
23
Name of Report – Type of edition (Roll-Based)
Regional Office #, County/municipality #, Municipality Name
Field Name
Description
p_sra5
In-year update SRA5
p_pc
In-year update
Property Code
In-year update Ward
In-year update Poll
In-year update Poll
suffix
In-year update
Starting Point Total
In-year update
Starting Point Portions
In-year update PhaseIn Total Year 1
In-year update PhaseIn Portion Year 1
In-year update PhaseIn Total Year 2
In-year update PhaseIn Portion Year 2
In-year update PhaseIn Total Year 3
In-year update PhaseIn Portion Year 3
In-year update PhaseIn Total Year 4
In-year update PhaseIn Portion Year 4
In-year update Site
p_sra6
p_ward
p_poll
p_suffix
p_sp_t
p_sp_u
p_ph_1_t
p_ph_1_u
p_ph_2_t
p_ph_2_u
p_ph_3_t
p_ph_3_u
p_dp_t
p_dp_u
p_site
p_uom
In-year update SRA6
In-year update Site
UoM
Field Type
Character/
Blank
Character/
Blank
Character
Character
Character
Character
Year/Month of
Publication
Field Length
1
1
3
2
3
1
Numeric
11
Numeric
11
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Numeric
Character
11
11
11
11
11
11
11
11
7
1
Comments
Special Rate Area 5. Blank for deleted/retired
properties.
Special Rate Area 6. Blank for deleted/retired
properties.
Property Code. Zeroes for deleted/retired
properties.
Ward. Zeroes for deleted/retired properties.
Poll. Zeroes for deleted/retired properties.
Poll Suffix. Zeroes for deleted/retired properties.
Starting Point Total
Starting Point Portion
Phase-In Total Year 1
Phase-In Portion Year
1
Phase-In Total Year 2
Phase-In Portion Year
2
Phase-In Total Year 3
Phase-In Portion Year
3
Destination Total
No decimals.
Set to zero if source
value is negative.
Zero for new
properties and linear
properties.
PhaseIn values for
each record
pertaining to RTC and
RTQ.
Destination Portion
Site Area:
- Two(2) decimal positions.
- For non-deleted/retired linear
properties only. Otherwise zero
(deleted/retired properties and nonlinear properties).
- Imperial format.
If measurement is less than 1 A, then display in
SF.
Unit of Measurement:
- For non-deleted/retired linear
properties only. Otherwise Blank
(deleted/retired properties and nonlinear properties).
- Imperial format.
24
Name of Report – Type of edition (Roll-Based)
Regional Office #, County/municipality #, Municipality Name
Field Name
Description
Field Type
Year/Month of
Publication
Field Length
Comments
Set 3: Information from Reassessment update view.
If not an Assessment update year (e.g. 2015), replicate Current Maintenance information (from Set 2)
f_sra1
Assessment update
Character/
1 Special Rate Area 1. Blank for deleted/retired
SRA1
Blank
properties.
f_sra2
Reassessment update
Character/
1 Special Rate Area 2. Blank for deleted/retired
SRA2
Blank
properties.
f_sra3
Assessment update
Character/
1 Special Rate Area 3. Blank for deleted/retired
SRA3
Blank
properties.
f_sra4
Assessment update
Character/
1 Special Rate Area 4. Blank for deleted/retired
SRA4
Blank
properties.
f_sra5
Assessment update
Character/
1 Special Rate Area 5. Blank for deleted/retired
SRA5
Blank
properties.
f_sra6
Assessment update
Character/
1 Special Rate Area 6. Blank for deleted/retired
SRA6
Blank
properties.
f_pc
Assessment update
Character
3 Property Code
Property Code
f_ward
Assessment update
Character
2 Ward
Ward
f_poll
Assessment update
Character
3 Poll
Poll
f_suffix
Assessment update
Character
1 Poll Suffix
Poll suffix
f_sp_t
Assessment update
Numeric
11 Starting Point Total
Starting Point Total
No decimals.
f_sp_u
Assessment update
Numeric
11 Starting Point Portion
Set to zero if source
Starting Point Portions
f_ph_1_t
Assessment update
Numeric
11 Phase-In Total Year 1 value is negative.
Phase-In Total Year 1
f_ph_1_u
Assessment update
Numeric
11 Phase-In Portion Year Zero for new
properties and linear
Phase-In Portion Year
1
properties.
1
f_ph_2_t
Assessment update
Numeric
11 Phase-In Total Year 2
PhaseIn values for
Phase-In Total Year 2
f_ph_2_u
Assessment update
Numeric
11 Phase-In Portion Year each record
pertaining to RTC and
Phase-In Portion Year
2
RTQ.
2
f_ph_3_t
Assessment update
Numeric
11 Phase-In Total Year 3
Phase-In Total Year 3
f_ph_3_u
Assessment update
Numeric
11 Phase-In Portion Year
Phase-In Portion Year
3
3
f_dp_t
Assessment update
Numeric
11 Destination Total
Phase-In Total Year 4
f_dp_u
Assessment update
Numeric
11 Destination Portion
Phase-In Portion Year
4
f_site
Assessment update
Numeric
7 Site Area:
Site
- Two(2) decimal positions.
- For non-deleted/retired linear
25
Name of Report – Type of edition (Roll-Based)
Regional Office #, County/municipality #, Municipality Name
Field Name
Description
Field Type
Year/Month of
Publication
Field Length
Comments
-
f_uom
Additional Fields
suppomit
Assessment update
site UoM
Character/
Blank
1
supp omit flg
Character
1
properties only. Otherwise zero
(deleted/retired properties and nonlinear properties).
Imperial format.
If measurement is less than 1 A, then
display in SF.
Unit of Measurement:
- For non-deleted/retired linear
properties only. Otherwise Blank
(deleted/retired properties and nonlinear properties).
- Imperial format.
Supp/Omit Indicator.
Y if Current Maintenance view has any
omitted or supplementary assessments
associated to it.
Otherwise N.
PAN issued indicator
PAN issued
PAN issued indicator
Character
1
indicator
mun_addr
Municipal address
Character
75 Property Location Address
Event records: Up to 20 records of Event information totaling 1860 field is length. Each event information is 92 character long. For
each 92 character the Header name is appended with sequence number starting with 1. x = 1 to 20
The only events types captured are:
- ANA (Advisory Notice of Adjustment)
- APR (Application for Reduction)
- CRT (Court Change)
- OMT (Omitted Assessment)
- PRN (Post Roll Amended Notice)
- RFR (Request for Reconsideration)
- SAN (Special Amended Notice)
- SUP (Supplementary Assessment)
- TIA (Tax Incentive Approval)
- TIY (Year-end Tax Incentive)
- YEA (Year-end Physical Change)
- YEE (Year-end Equity Change)
- EQR (Equity Reset)
Property create, Sev/Con are not part of the event types.
Events are populated in the order of keyed and effective date.
au_cd_XX
Authority Code (x)
Character
3
Authority Code (x)
Code Definition
ANA Advisory Notice of Adjustment
APR
Application for Reduction
26
Name of Report – Type of edition (Roll-Based)
Regional Office #, County/municipality #, Municipality Name
Field Name
hs_re_XX
nt_ch_XX
ef_dt_XX
stat_XX
stat_XX
s_amt_XX
d_amt_XX
Description
Field Type
Year/Month of
Publication
Field Length
History Reason
Description (x)
Nature of changes (x)
Character
50
Effective Date (x)
Status (x)
Status (x)
Starting Amount (x)
Destination Amount
(x)
Numeric
Character
Character
Numeric
Numeric
8
1
1
11
11
Character
1
Comments
CRT
Court Change
OMT Omitted Assessment
PRN
Post Roll Amended Notice
RFR
Request for Reconsideration
SAN
Special Amended Notice
SUP
Supplementary Assessment
TIA
Tax Incentive Approval
TIY
Year-end Tax Incentive
YEA
Year-end Physical Change
YEE
Year-end Equity Change
EQR
Equity Reset
History Reason Description (x)
Nature of changes (x)
Code Definition
P
Physical
S
Statistical
E
Equity
B
for both physical and statistical
Format is YYYYMMDD
Notes:
Where multiple Tax Classes exist on a property the roll number will appear several times, with a sequence
number for each portion. The RTC/RTQ and Portions will differ. All other data will be constant for the property,
including the Property Total. The Property Total appears on every line, so most analysis should be completed
on the Portion.
27
Name of Report – Type of edition (Roll-Based)
Regional Office #, County/municipality #, Municipality Name
Year/Month of
Publication
Tax Classes
Property classes in the assessment legislation are outlined below:
Large Theatre Class (A): applies within a municipality, which has passed a by-law opting for this class.
Commercial Class (C): properties used for commercial purposes (eg. retail stores, gas stations, restaurants
etc.) and vacant land that is zoned for commercial purposes.
Office Building Class: (D) includes office building space that exceeds 25,000 square feet and only if the
municipality has opted for this class through by-law.
Farm Class (F): properties used for farming purposes including outbuildings.
Parking Lot/Vacant Land Class (G): land that would otherwise be in the Commercial Class if its use were for
parking vehicles, and commercial vacant land. Excludes vacant land in other classes and parking associated
with other buildings (eg. Shopping Centres).
Industrial Class (I): properties used for, or in connection with manufacturing, producing or processing, and
vacant land zoned for industrial development.
Large Industrial Class (L): includes land that would otherwise be in the Industrial Class. Building square
footage must exceed 125,000 square feet and must have the same occupant. This class is optional and only
applies if the municipality has passed a by-law opting for this class.
Multi-Residential Class (M): properties used for residential purposes that have seven or more self-contained
units and vacant land zoned for multi-residential development.
New Multi-Residential Class: (N) includes properties that would otherwise be included in the Multi-Residential
Class where new multi-residential units have been constructed and where the municipality has, through by-law,
opted to have the New Multi-Residential Class apply.
Pipeline Class (P): pipelines within the meaning of subsection 25(1) of the Assessment Act.
Professional Sports Facility Class (Q): applies within a municipality, which has passed a by-law opting for
this class.
Residential Class (R): properties used for residential purposes to include (but not limited to) properties that
have less than seven self-contained units; condominium units (as defined in the Condominium Act) and
campgrounds.
Shopping Centre Class (S): includes the rentable area of a Shopping Centre that would otherwise be
included in the Commercial Class, if the area exceeds 25,000 square feet and, if there are three or more
attached retail stores on one property and, if the municipality has passed a by-law opting for this class.
Managed Forest Class (T): properties covered by forest, including outbuildings, when the land is deemed
eligible by
meeting the necessary requirements for inclusion in this class.
Utility Transmission/Distribution Corridors (U): linear Properties and the values are set to zero.
Railway Rights-of-Way (W): linear Properties and the values are set to zero.
28
Name of Report – Type of edition (Roll-Based)
Regional Office #, County/municipality #, Municipality Name
Year/Month of
Publication
New Construction Classes introduced in 2008 to accommodate the Business Education Tax:
Industrial (J), Large Industrial (K), Commercial (X), Office Building (Y) and Shopping Centre (Z)
RTC’s & RTQ’s
Realty Tax Class Codes (RTC)
A
C
D
E
F
G
I
J
K
L
M
N
O
P
Q
R
S
T
U
W
X
Y
Z
Large Theatre (Toronto only)
Commercial
Office Building
Exempt
Farm
Parking Lot
Industrial
Industrial (New Construction)
Large Industrial (New Construction)
Large Industrial
Multi-Residential
New Multi-Residential
Resort Condominium
Pipeline
Professional Sports Facility
Residential
Shopping Centre
Managed Forest
Utility Transmission & Distribution Corridors
Railway Rights-of-Way
Commercial (New Construction)
Office Building (New Construction)
Shopping Centre (New Construction)
Realty Tax Qualifiers (RTQ)
A
B
C
D
F
G
H
I
J
K
L
M
N
P
Q
R
S
T
U
V
W
Taxable: Excess/Vacant Land, Education Only (Locality Board of Education)
Taxable: Lower-tier Only
Taxable: Lower-tier & Education Only
Taxable: Education Only
Payment-in-Lieu: Full
Payment-in-Lieu: General
Taxable: Full, Shared Payment-in-Lieu
Taxable: Water Intake System, Shared Payment-in-Lieu
Taxable: Vacant Land, Shared Payment-in-Lieu
Taxable: Excess Land, Shared Payment-in-Lieu
Taxable: Upper-tier & Education Only
Taxable: General
Taxable: Non-Generating Station, Shared Payment-in-Lieu
Payment-in-Lieu: Full, Taxable Tenant of Province
Payment-in-Lieu: Full, Excess Land, Taxable Tenant of Province
Payment-in-Lieu: Full, Vacant Land, Taxable Tenant of Province
Taxable: Generating Station, Shared Payment-in-Lieu
Taxable: Full
Taxable: Excess Land
Payment-in-Lieu: Full, Excess Land
Payment-in-Lieu: General, Excess Land
29
Name of Report – Type of edition (Roll-Based)
Regional Office #, County/municipality #, Municipality Name
X
Y
Z
Taxable: Vacant Land
Payment-in-Lieu: Full, Vacant Land
Payment-in-Lieu: General, Vacant Land
1
2
3
4
5
6
Taxable: Farmland Awaiting Development Phase I
Payment-in-Lieu: Full, Farmland Awaiting Development Phase I
Payment-in-Lieu: General, Farmland Awaiting Development Phase I
Taxable: Farmland Awaiting Development Phase II
Payment-in-Lieu: Full, Farmland Awaiting Development Phase II
Payment-in-Lieu: General, Farmland Awaiting Development Phase II
Year/Month of
Publication
30