Configure Equitable Property Value

In this topic, you will learn how to configure the Equitable Property Value solution to meet specific needs in your organization.

Load data

Equitable Property Value can be used to share parcel, property sales, floodplain and tax distribution information. In some cases, you may have this information in ArcGIS or another business system already.

Review the layers provided with the solution and determine what source data you would like to load. Then, load your existing data into the hosted feature layers provided with the ArcGIS Solution before sharing the maps or applications.

Once you have determined what source data must be loaded, complete one, or more, of the data loading workflows below.

Load data from a shapefile or file geodatabase

Data for TaxParcels, SiteAddresses, SchoolDistricts, FloodZones, and TaxParcelSales can be loaded from a shapefile or file geodatabase by following the steps below:

  1. Create a .zip file of your shapefile or file geodatabase.
  2. In your ArcGIS organization, browse to the feature layer you wish to populate.
  3. On the feature layer item details page, Click Update Data and select Append Data to Layer.
  4. Under Filename, click Choose File.
  5. Navigate to your .zip file and click Open.
  6. Under Contents, select Shapefile or File Geodatabase.
  7. Click Upload and Continue.
  8. Choose the layer that you wish to load data into and the layer that contains the updated data.
  9. Uncheck Update existing features.
  10. Click Show field matching and map the fields between the two layers.
  11. Click Apply Updates.
Tip:

To make additional updates to a hosted feature layer, see Append data to layers.

Tip:

You can use the Data Assistant add-in, which is part of the Community Data Aggregation solution, to load your data into the TaxParcels hosted feature layer. The Data Assistant add-in allows you to update and load data manually or on a schedule.

Load tax distribution information

To configure the Tax Distribution table in the TaxParcels hosted feature layer in ArcGIS, you may use the sample .csv file included with the solution (TaxDistributionSources.csv).

To load tax distribution from a spreadsheet, complete the steps below:

  1. Sign in to your ArcGIS organization and browse to the TaxDistributionSources item.
  2. On the item details page, click Download.
  3. Once downloaded, open the TaxDistributionSources.csv and populate Parcel ID, Total Tax and Tax District distribution totals (in dollars).
    Note:

    After these tax values are populated you can compute the percent of total tax dollars for each Tax District and populate its corresponding Tax District % attribute. For example, (TXDIST1/TOTTX)*100 = TXDIST1PER or ($1500/$5000)*100 = 30%.

  4. Alternatively, you can use ArcGIS Pro to populate these values based on their spatial relationship with tax districts.
  5. Once TaxDistributionSources.csv is populated with all the necessary data.
  6. In your ArcGIS organization, browse to the TaxParcels hosted feature layer.
  7. On the feature layer item details page, Click Update Data and select Append Data to Layer.
  8. Under Filename, click Choose File.
  9. Navigate to your .csv file and click Open.
  10. Click Upload and Continue.
  11. From Choose the layer that you wish to append data into, select the Tax Distribution table to load into.
  12. Uncheck Update existing features.
  13. Click Show field matching and map the fields between the two layers.
  14. Click Apply Updates.
Tip:

To make additional updates to a hosted feature layer, see Append data to layers.

Configure ArcGIS Hub initiative

The Equitable Property Value ArcGIS Hub initiative can be used as a resource for stakeholders in order to make well informed property and development decisions. The initiative template includes a responsive, and accessible, website that is enhanced with configurable applications designed to help answer common property queries.

Share ArcGIS Solutions

When you activate the Equitable Property Value solution, it will create an Equitable Property Value ArcGIS Hub site, and two Groups (Core Team and Followers) in your ArcGIS Organization. Several maps and apps included in Equitable Property Value solution must be shared with property owners before users can access property information and file an assessment appeal. Sharing the appropriate maps and apps with the Followers group created with the initiative will allow users to access them after creating a community identity.

To share the Equitable Property Value maps and apps, follow the steps below:

  1. In your ArcGIS Online Organization content, search for the Property Tax Assessment Appeal application.
  2. Click the check box and Share. Click Edit Group sharing and select the Equitable Property Value Followers Group.
  3. Click OK, click Save.
  4. Repeat the process for the following items:

    ItemNameSharing

    Applications

    Residential Comp Finder

    Group: Equitable Property Value Followers

    Maps

    Residential Comp Finder

    Group: Equitable Property Value Followers

    Feature Layer (hosted, view)

    PropertyTaxAssessmentAppeal_fieldworker

    Group: Equitable Property Value Followers

    SchoolDistricts_public

    Group: Equitable Property Value Followers

    TaxParcelSales_public

    Group: Equitable Property Value Followers

  5. Share the Floodplain Inquiry, Tax Liability Calculator and Tax Parcel Viewer maps and applications with everyone.
  6. Share the FloodZones_public, SiteAddresses_public, TaxLiabilityCalculator_public, and TaxParcels_public feature layer views with everyone.

Modify surveys

The Equitable Property Value solution includes two surveys (Tax Liability Calculator and Property Tax Assessment Appeal) that can be used by business owners to promote and provide feedback about their business.

Review the preconfigured questions and adjust as necessary to fit your needs.

Add additional fields

Both surveys leverage hosted feature layer views created from the TaxLiabilityCalculator and PropertyTaxAssessmentAppeal hosted feature layers. Organizations may want to modify the Tax Liability Calculator and Property Tax Assessment Appeal surveys by first adding new fields to the hosted feature layers then configuring the surveys to utilize the newly created fields. When doing so, the new fields must be exposed in the appropriate views.

To add one, or more, fields to a hosted feature layer and update the views, complete the following steps:

  1. Add a new field to a layer in the  TaxLiabilityCalculator or PropertyTaxAssessmentAppeal hosted feature layer.
  2. Navigate to the view in your contents.
  3. Click the Open in Map Viewer down arrow, then Add to new map.
  4. Click the More Options ellipses on the appropriate hosted feature layer or table, then click Set View Definition. Click Define Fields.
  5. Scroll to the newly created field, check the box. Click Apply. The new field is added to the view’s definition.

Modify equation for tax liability

To modify a Equitable Property Value survey, complete the following steps:

  1. Install Survey123 Connect.
  2. Start Survey123 Connect and sign in to your ArcGIS organization.
  3. Click on Tax Liability Calculator and download the survey.
  4. Click on Tax Liability Calculator again to open the survey.
  5. On the left pane, click Open XLSForm spreadsheet.
  6. Revise the survey logic to reflect the calculation for tax liability in your community.
  7. Save the Microsoft Excel spreadsheet and preview your changes in Survey123 Connect.
  8. In Survey123 Connect, click Publish in the left pane to publish your changes.