Assessment Notices

Navigate: Closed Asmt Admin > Assessment Notices

Description

Print assessment notices to notify taxpayers of changes in Estimated Market Value or classification from one year to another. The notices generally are mailed to the taxpayer for each revenue object after the values have been calculated in Assessment Administration for the year. After the notices have been mailed, the taxpayer can appeal the values on their assessment notice.

Set up the configurations used to generate assessment notices and create notices en masse through batch processing.

Jurisdiction Specific Information

California

Click here to learn how to generate Annual Assessment Notices as batch correspondence.

Click Reports and Interfaces > Correspondence > Setup > Report Setups.
On the Manage Report Setups screen, click New.
On the Edit Report Setup screen, enter a description and make a selection from the Category drop-down list.

In the Data Source panel, click the Select a data service hyperlink. Search for and select Annual Assessment E-Notice.
In the Document Information panel, select Mail Merge from the Engine drop-down list.
Click the Select a template hyperlink. Search for and select Annual Assessment Notice.docx.
In the Other Options panel, enter or select the required information as indicated by the red asterisk.

Click Save in the Command Item bar.
Click Report & Interfaces > Correspondence > Batch Correspondence.
On the Start Batch Correspondence screen, select the setup you created.

NOTE: The only parameter should be Tax Year.
Enter the Tax Year and click Run to generate the notices.

NOTE: Because you could potentially be generating a significant amount of assessment notices for batch correspondence processes, they can take several hours to run and use significant resources in the Aumentum Platform. It is recommended that you run correspondence batch processes during non-peak business hours.

Riverside, California

The Supplemental Assessment Notice includes the following details:

Assessment Number
Assessor Parcel Number
The New Full Taxable value of the property after value change due to Change in Ownership or completion of new construction.
The taxable values for the tax year(s) affected by the supplemental Assessment: NFTV Enrolled Roll Value (including any roll changes or Prop 8 reductions) Prior Taxable Supplemental Assessments (PTN) Prior Qualified Non-Taxable Supplemental Assessments (PNTS) Supplemental Assessment Value Exemption Value Exemption Type.
The effective date of the change in ownership or completion of new construction.
The date the notice was mailed.
A statement that the supplemental assessment was determined in accordance with Article XIIIA of the California Constitution that generally requires reappraisal of property whenever a change in ownership occurs or property is newly constructed.

Steps

On the Print Assessment Notices screen, make a selection from the View Scheduled Recurring Jobs drop-down list.
Make your selections from the drop-down lists in the header area.

Sorting is set up via Sorting and Grouping Rules. This step is not required.
Reports are setup via Report Setup.

Enter or select the effective date for assessment notices.
Select the Auto create PDF checkbox if you want to generate PDF files when generating notices.

NOTE: If you do not select this option, only XML files are generated, but you can create output PDF files from the XML files later. Clear this checkbox to help decrease processing time for large runs of notices. It also lets you check the data in the XML files before generating the PDFs.

In the Assessment Roll panel, select the checkbox for one or more items in the grid to specify notices you want to print.

NOTE: This panel may not apply to your jurisdiction.
In the Report Criteria Groups panel, select the checkbox for one or more items in the grid to specify notices you want to print.
In the Assessment Tran Date Range panel, enter or select a minimum and maximum posted date. After selecting a criteria group, this field is populated with the beginning date the criteria group was last used.

NOTE: This panel may not apply to your jurisdiction.
In the Schedule Batch Job panel, enter or select the schedule date and time.
Click Queue Process. The View Mass Process Ranges screen opens automatically.
In the Other Output Files panel, click the hyperlink to open the file.

Click Close to end the task.

On the Print Assessment Notices screen, click Close to end the task.

Dependencies, Prerequisites, and Setup

Assessment Administration

Assessment Roll Processing – An assessment roll must exist and must be finalized.

Setup Steps

Depending on your jurisdictions, the setup tasks listed below are available via Tax > Billing > Setup, or Asmt Admin > Reports and Extracts > Report Setup menu.

Charge Maps – Define which charges are part of each charge group and how the charge groups are arranged on the document.

NOTE: This task may not apply to your jurisdiction and, therefore, may not be on the menu.
Report Criteria Groups – Set up criteria groups to save sets of like criteria for creating and printing assessment notices in a single mass run.
Hearing Locations – Set up hearing locations, dates, and times for appeal meetings to print on assessment notices.

NOTE: This task may not apply to your jurisdiction and, therefore, may not be on the menu.
Report Messages - Create user-defined messages to print on assessment notices.
Sorting and Grouping Rules - Define and save rules for sorting and grouping reports in order to obtain the best possible postal rates for a mass mailing.
Report Definitions - Associate custom report (.rpt) files to Aumentum report definitions.
Report Setup - Set up the report types to use to create assessment notices by specifying the report form and other content.
Value Maps - Define which value types are to be mapped for each available value section on an assessment notice.

Configuration

Office Contact Information – Set up the assessors office contact information that should print on assessment notices via Configuration > Localization > Office Contact Information.

NOTE: Not all Assessment Notices use Office Contact Information.
The Common effective date string application setting Dynamic calculation batch job concurrency controls whether the maximum number of simultaneous parallel dynamic calculation batch jobs can run and the number that can run simultaneously if batch generating, for example, the assessment notice correspondence batch. Set this via Configuration > Application Settings > Maintain Application Settings. Select the Setting Type of Effective Date and the Filter by Module of Common. Click Edit and set as applicable to your jurisdiction and processing preferences. A value of -1 (default) means the maximum number of jobs will run simultaneously, based on available batch resources. A value of 1 disables parallel processing.

Tips

You can also print a single assessment notice from the Assessment Roll.