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Checklist for Assessment Notice & Digest Preparation

Assessment Notices:

  1. If schedule changes have been made, run reappraise for the property type that is impacted by the schedule modification
  2. Make changes to Conservation Use tables per current year table of values and run Conservation Use reappraise
  3. Run Data Edits (Tools >> File Maintenance >> Data Edits) Note: If you receive an error concerning Visual FoxPro Libraries, contact Tech Support for assistance.
  4. Correct issues noted in Data Edits Report
  5. Print a consolidation report (Reports >> Administration >> Consolidation Report >> Digest for current digest year and compare it to the previous digest years report looking for obvious errors (compare R1 to R1, R3 to R3, etc)
  6. Make sure that parcels receiving notices are assigned Change of Assessment reasons
  7. Set Assessment Change flags (Reports >> Assessment Notices)
  8. Print a preliminary list of parcels receiving Change of Assessment notices for review
  9. Print assessment notices after review is complete

Digest Submission (updated May 2, 2007):

  1. Re-run Data Edits routine and check for errors
  2. Print consolidation report and compare with report from previous digest year
  3. Print an Inflationary Growth Report within WinGAP from Tools >> File Maintenance >> Growth Calculations
  4. Run the Digest Submission report (Reports >> Administration >> Digest Submission)
  5. Preview results
  6. Print Inflationary Growth page
  7. If official Consolidation Sheets/Reports are needed for submission of figures to County Commissioners, Board of Education, etc for determination of rollback rates and millage rates, export digest files (File >> Export >> Digest Files) for digest vendor to produce Consolidation Reports.
  8. To create and upload digest files, go to File >> Export >> Digest Files.d the digest.zip file that is created during the export to your county folder. The After the digest.zip file is created in the folder ..\wingap\data\<appraisal year>\temp\digest, you will be able to upload the file from the FTP Upload window  that appears after the export and zipping process is complete.  Click the “browse” button at the far right of the window and select digest.zip as the file to upload.  You can then begin the upload process.
  9. Contact digest vendor when files are uploaded
  10. When final digest values are to be submitted, export digest files again

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Last modified: 01/19/10.