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This report compares the frozen accounts in the CAD tables to those in the 'real' production tables and lists the following:

• New - Accounts having a frozen levy in the CAD tables, but not in the production tables
• Deleted - Accounts having a frozen levy in the production tables, but not in the CAD tables
• Updated - Accounts having a frozen levy in both the production and CAD tables, where the certified owner has not changed, but the frozen levy amount has changed.  This may be due to new improvement or to the adjustment done for the 2007 certified roll to satisfy HB 5 mandate (for more information, see Freeze Adjustment Process, Freeze Adjustment Process - No History Available, and Freeze Adjustment Process - 2006 Freeze Start Year ). Other changes should be researched by the tax office.
• Name Changes - Accounts having a frozen levy in both the production and CAD tables, where the certified owner's name has changed.

This report can be run for certified roll, supplement/correction loads, and name change files.  Each report lists, for each account, the owner name, the source of the data ('real' tables or CAD tables), the exemption that qualifies it to have a freeze, a Y/N to indicate if the account has a homestead exemption, the freeze year, the frozen levy, and the new improvement value.

These client preferences were considered when calculating frozen levies:

HOMESTEAD_CAP:  If set to Y, homestead exemption calculations are based on and subtracted from the capped amount (assuming that CAP_AMOUNT is set to PARTIAL).   If HOMESTEAD_CAP is set to N, homesite exemption calculations are based on and subtracted from the gross homesite value of the account. Note that increases in value during a year will increase the appraisal cap value by the amount of the increase (the cap exclusion amount does not change, in other words).

NI_LOCAL_PCT: Obsolete as of January 2008

CEILING_WITH_HOMESTEAD: Enter Y to allow frozen levies only if the account has a homestead exemption. Enter N to allow freezes if the account has either an O65 or DRH.

COMPARE_CEILING: Calculate freeze levy by comparing 1st and 2nd years. Set to Y to allow the system to compare the levy between the first and second years an account is eligible for a freeze, and set the freeze to the lowest of the levies. Set to N to always have the freeze year and levy set to the what is on the account the first year of the O65 or DRH.

CEILING_FRWRD_ON_EXCODE_CHANGES: Set this preference to Y to continue the freeze on accounts where a freeze exists in the current year and the exemptions have changed for the new year. The owner is the same for both years.  Set to N to create a new freeze if the exemptions have changed for the new year, even if the change is just from O65 to S65, for ex.

CEILING_FRWRD_ON_NAME_CHANGES: Set to Y to continue the freeze on accounts where a freeze exists in the current year and a name change  has occurred for the new year.  This name change may be as simple as adding a middle initial.  Set to N to create a new freeze if the exemptions have NOT changed for the new year. If this is set to N and the exemptions have been removed for the new year, the freeze is also removed.

USE_OWNER_DATE: Enter Y to use the owner effective date as the primary criteria for determining whether a name change has occurred when comparing the production to the CAD tables.  Enter N to allow the program to compare the certified owner name as the primary criteria.

User Entitlements

The following user entitlements must be set for each user who needs access to the Batch Menu and Batch Request screens. They are part of the Run Batch Processes task.  See Tasks, Entitlements, and Jobs for more information. The user entitlement for each batch menu no. mentioned below must be set to Y for each authorized user. Batch menu nos. default to N when they are added.

BATCH_MENU - access to the Batch Menu to generate the reports.

BATCH_REQUEST - access to the Batch Request screen to see the reports.

To run this report:

1. From the Main Menu, click on Products, then Batch Products.  The ACT Batch Menu will appear.
2. Click on the Freeze Reports - New, Deleted, Updated, Name Changes line, batch menu no. 1919.
3. Press Enter. The parameter screen for this report appears.
4. Enter your tax office's Client ID.
5. Enter the Year in CAD Tables. This should be the most recent year or, for certified loads, the year of the new tax rates.
6. (optional) Leave the Tax Unit field blank to see data for all units having a freeze, or enter a specific tax unit number.
7. In the Report Type field, enter S if you are have supplement file data in the CAD tables and want to compare it to the same year in the production tables or C to compare one year's data in the production table with a new year's certified roll in the CAD table.  The default is S.
8. In the CAD/Staging Table Req.Seq. No. field, enter the request sequence number generated when you loaded the file(s) to the staging tables or the CAD Sequence No. generated by the appraisal district wizard.
9. Click Submit Job to start the process.
10. Click OK on the "OK to Submit Job" pop-up screen.
11. See Previewing and Printing Reports. When the process is complete, start and end times will appear.
12. After verifying the data on the report, the Apply Supplemental process can be run to move the data to the production tables.  The batch menu number for this varies depending on which appraisal district vendor is used by each tax office.

Warning!  Make sure the Freeze Adjustment processes have been run before the Apply Supplement process is run.