Local Government Growth Report Version: 0.1 Author: Joel Mazurek Modification Date: 15/10/2013 1. Report/Extract Details Identifier SE1033 Name Local Government Growth Report Legacy Ref No L506, L507, L509 LOTS Name VJS01 - Growth Report Description High level summary of overall total value movements and counts collated by Local Government Code covering Revisits, General Valuations, New Valuation Records and other valuation based transactions. Type Report CRS Number(s) N/A Data Source SAILIS Delivery Method Notification email to Local Government email address. Secure link (https) in email to download file. Trigger and Dependencies Scheduled and, Frequency Scheduled on GV Completion Date for each Local Government, Adhoc (adhoc initiated by LSG) SAILIS Menu Display Format Excel (separate worksheet per table) Presentation Format XLS Reporting Tool TBC External Stakeholders Local Government (68 in total) Required Response Time Batch (Overnight) Data Delay Real time File Ref: Document1 SE1033 – Local Government Growth Report Page: 1 of 10 Field Local Government Entity CRS Input Control VALUATION RECORD 6.01 Drop Down List Comments Refer Fixed Value List - VALUATION_LGA Mandator y Label MultiSelect 2. Selection Criteria (listed in display/selection order) No Yes 3. Results (listed in display order) Label Field Entity Comments Table 1 – Annual Totals Local Government Code LGC Land Use ID VALUATION.LAND_ USE Refer to business rule ‘Local Government Code Labels’ Current Valuation Records Derived DERIVED COUNT the number of Valuation Records where: Record Status is Current or Proposed Cancelled and Record Type is <> Administrative or Strata Header and Year Operative is <= the current financial year Group by the Local Government Code which corresponds to Land Use on the most recent current Valuation Release Current Total Value Derived DERIVED SUM the latest current rating Site and Capital Values for Valuation Records where: Record Status is Current or Proposed Cancelled and Record Type is <> Administrative or Strata Header and Year Operative is <= the current financial year. Group by the Local Government Code which corresponds to Land Use on the most recent current Valuation Release Proposed Valuation Records Derived DERIVED COUNT the number of Valuation Records where: Record Status is Current or Proposed Current and Record Type is <> Administrative or Strata Header Group by the Local Government Code which corresponds to proposed Land Use File Ref: Document1 SE1033 – Local Government Growth Report Page: 2 of 10 Label Proposed Total Value Field Derived Entity Comments DERIVED SUM the latest proposed rating Site and Capital Values for Valuation Records where: Record Status is Current or Proposed Current and Record Type is <> Administrative or Strata Header Group by the Local Government Code which corresponds to proposed Land Use Table 2 – Value Movement Breakdown Local Government Code LGC Land Use ID VALUATION.LAND_ USE Refer to business rule ‘Local Government Code Labels’ Revisit Completed Derived DERIVED COUNT the number of approved value changes that have occurred to the proposed rating Site and Capital Values where Value Reason is: Revisit or Zone Update Where multiple of the above Value Reasons have been approved for the same Valuation Record, count as 1 Group by the Local Government Code which corresponds to proposed Land Use Revisit Growth Derived DERIVED SUM only the value(s) that have been added to the proposed rating Site and Capital values via a Value Reason of: Revisit or Zone Update Where multiple of the above have been approved for the same Valuation Record, sum all added values Group by the Local Government Code which corresponds to proposed Land Use File Ref: Document1 SE1033 – Local Government Growth Report Page: 3 of 10 Label General Valuations Undertaken Field Derived Entity DERIVED Comments COUNT the number of approved value changes that have occurred to the proposed rating Site and Capital Values where the Value Reason is GV – File Import or GV Manual or GV Mass Appraisal or Project Work Where multiple of the above have been approved for the same Valuation Record, count as 1 Group by the Local Government Code which corresponds to proposed Land Use General Valuation Movement Derived DERIVED SUM only the value(s) that have been added to the proposed rating Site and Capital Values via a Value Reason of GV – File Import or GV Manual or GV Mass Appraisal or Project Work Where multiple of the above have been approved for the same Valuation Record, sum all added values Display as a negative if required. Group by the Local Government Code which corresponds to proposed Land Use File Ref: Document1 SE1033 – Local Government Growth Report Page: 4 of 10 Label Balance Transactions Field Derived Entity DERIVED Comments COUNT the number of approved value changes that have occurred to the proposed rating Site and Capital Values where the Value Reason is <> New Record or Revisit or Zone Update or GV – File Import or GV Manual or GV Mass Appraisal or Project Work Where multiple Value Reasons <> to the above have been approved for the same Valuation Record, count all Group by the Local Government Code which corresponds to proposed Land Use Balance Transaction Movement Derived DERIVED SUM only the value(s) that have been added to the proposed rating Site and Capital Values via a Value Reason that is <> New Record or Revisit or Zone Update or GV – File Import or GV Manual or GV Mass Appraisal or Project Work Where multiple changes <> to the above have been approved for the same Valuation Record, sum all added values Display as a negative if required. Group by the Local Government Code which corresponds to proposed Land Use File Ref: Document1 SE1033 – Local Government Growth Report Page: 5 of 10 Label Cancellations Field Derived Entity Comments DERIVED COUNT the number of Valuation Records where: Record Status is Proposed Cancelled Group by the Local Government Code which corresponds to proposed Land Use Cancellation Total Value Derived DERIVED SUM the total rating Site and Capital Values for Valuation Records where: Record Status is Proposed Cancelled Display as a negative. Group by the Local Government Code which corresponds to proposed Land Use Creations Derived DERIVED COUNT the number of Valuation Records where: Year Operative is = to next financial year Group by the Local Government Code which corresponds to proposed Land Use Creation Total Value Derived DERIVED SUM the total rating Site and Capital Values at time of creation (Value Reason = New Record) for Valuation Records where: Year Operative is = to next financial year Group by the Local Government Code which corresponds to proposed Land Use 4. LOTS Data Elements not required for SAILIS report Label Field Entity Comments Objections N/A N/A The itemised Objection row has been removed as in the current report this row is always blank. Objections cannot be processed for the proposed year. Corrections N/A N/A The itemised Correction row has been removed, all Corrections are included within the Balance Transaction columns. File Ref: Document1 SE1033 – Local Government Growth Report Page: 6 of 10 5. Business Rules 1. Local Government Code Labels Populate tables 1 and 2 with the following row labels: SV Residential SV Commercial (Shops) SV Commercial (Offices) SV Commercial (Other) SV Industry (Light) SV Industry (Other) SV Primary Production SV Vacant Land SV Other SV TOTAL – refer to business rule ‘Total Row’ CV Residential CV Commercial (Shops) CV Commercial (Offices) CV Commercial (Other) CV Industry (Light) CV Industry (Other) CV Primary Production CV Vacant Land CV Other CV TOTAL – refer to business rule ‘Total Row’ 2. Local Government Code/Decode 1 - Residential 2 - Commercial (Shops) 3 - Commercial (Offices) 4 - Commercial (Other) 5 - Industry (Light) 6 - Industry (Other) 7 - Primary Production 8 - Vacant Land 9 - Other 3. Rating Value Where a Notional Site and/or Capital Value exists at the Valuation Record level: Use the Notional Site and/or Capital Value for all calculations, Where a Notional Site and/or Capital Value does not exist at the Valuation Record level: Use the Site and/or Capital Value for all calculations File Ref: Document1 SE1033 – Local Government Growth Report Page: 7 of 10 4. Total Row A Total row is required at the end of each of the four SV and CV Local Government Code groups. SUM all columns and display results in bold 5. Scheduled Report Schedule the report to run for each Local Government on the night of their corresponding GV Completion Date, (VALUATION.LGA_SCHEDULE_DATES.COMPLETION_DATE) The report may also be required on an adhoc basis as Local Governments often require updates towards the end of the financial year. When triggered from the SAILIS report menu, schedule for overnight processing and deliver to the required Local Governments as required. 6. Report Backup File Ref: Document1 Report is to be backed up for a total of 90 days to allow LSG access if required SE1033 – Local Government Growth Report Page: 8 of 10 5. SAILIS Report Example File Ref: Document1 SE1033 – Local Government Growth Report Page: 9 of 10 6. Existing Report Example 7. Existing XML Example (not required in SAILIS) LGA_Growth_Rpt_29 10_20131014.xml File Ref: Document1 SE1033 – Local Government Growth Report Page: 10 of 10