REAL ESTATE INVENTORY SYSTEM Training Seminar - September 12, 2011, Bucharest, Romania Guidelines on how to work with the Promise System.

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Presentation transcript:

REAL ESTATE INVENTORY SYSTEM Training Seminar - September 12, 2011, Bucharest, Romania Guidelines on how to work with the Promise System

Part I - Configuration of the Inventory System Part II – Recording Estates in the Inventory System Part III - Demonstration of Tools for calculating financial indicators 2

Part I - Configuration of the Inventory System 3

Part I – Content System features Terms used in the system Phases of system exploitation Installation Configuration – default and additional options Recording real estates Demonstration of default system Demonstration of additional configuration options 4

Software requirements - server Information system is compatible with Linux and Windows. It may be installed on every OS that supports PHP and MySQL. Web server - Apache or IIS Database – MySQL Scripting language - PHP 5

Software requirements - client Information system is web based and may be used with every OS that has web browser with the following capabilities: HTML and CSS support Javascript support 6

Real Estate Inventory System Public section– available information for any visitor Private section – accessible only by municipality experts Web based system 7

Public section Information about PROMISE project Instruments for searching in the database of recorded estates owned by the municipality Filtering and sorting of the search results Printing search results and downloading in excel file. 8

Private section (1) Default Default data configuration in the system: According to the elaborated concept within the project; Described characteristics and prototypes; English as default language in the system. Options for additional data configuration: Made only by municipality experts after system installation Creating/editing/ deleting new characteristics Language translation instrument 9

Private part (2) Recording Real Estates in the system Presentation of the linked estates based on the Inventory Identification No Instruments for smart searching in the database Instruments for calculating financial indicators 10

System Exploitation System Installation& User Administration Data Configuration Estate Recording System Administrator User 1 User 2

Installation System administrator in the municipality is responsible for: Installation of the system on a municipality server. The system will be available for installation on a disk and is web based. Management of user profiles and rights. Additional data configuration in the system, according to the municipality requirements and needs. Translation of the system interface using language translation instrument. 12

Prototypes – a set of characteristics, describing a property type. Default prototypes – 2 (land and entity) Characteristics – basic units of information in the system Groups of characteristics – similar characteristics could be assigned to a group Data types– used in characteristic description during configuration Inventory Identification Number – linking between estates is a result of automatic analysis of the IIN of each estate. Terms used in the system 13

GROUP 1 Relations Prototype Characteristic 1 Data Type Characteristic 2 Data Type Characteristic 3 Data Type Characteristic 4 Data Type GROUP 2 LandEntity

Data Types Integer Floating Point Numbers Line text Block text Text Date/Month/Year Date Square meter Running meter Percentage Measurement An exact listing of all values in the database for a certain characteristic Enumerated lists

Characteristics Integer Numbers Block text Text Date/Month/Year (Calendar) Date Square meter Measurement An exact listing of all values in the database for a certain characteristic Enumerated lists Cadastral Nr Address Building Permit Date Surface City

LOCATION Entity Prototype Entity City Enumeration Complex Enumeration Address Text Market Value EUR Market value date Date Tax Value EUR VALUES

Inventory Identification Nr Plot Id Inventory Nr: City Nr/City Sector Nr: Complex Nr/Building block Nr: 4360 Plot Nr: 279 Object Id Inventory Nr: City Nr/City Sector Nr: 6813 Complex Nr/Building block Nr: 4360 Plot Nr: 279 Building Nr: 9 Entity Nr: 55 Object Id Inventory Nr: City Nr/City Sector Nr: 6813 Complex Nr/Building block Nr: 4360 Plot Nr: 279 Building Nr: 9 Entity Nr: 56 18

Default system configuration The system is configurated, including: Prototypes – 2 Characteristics – more than 70 Groups of characteristics

Additional data configuration(1) Performed by an authorized user directly in the system by entering the „Configuration” menu. The process of configuring the data is prior to the estate recording. This is the reason why some of the configuring functions will not available in the process of recording the estates. 20

Options for data configuration(2) Creating/Editing/Deleting of: Characteristics Groups Prototypes 21

Inventory System Prototype Demonstration username: test password: test1 22

Part II – Recording Estates in the Inventory System 23

Part II – Content Recording Estates in the system Services offered by the system Publicly available information and services Demonstration of recording estates Demonstration of public part 24

Estate Recording System Installation& User Administration Data Configuration Estate Recording System Administrator User 1 User 2

Recording Estates Estates. Recording Estates is done by a user in the municipality with granted access to the system by using options under menu Estates. 26

Options (1) Describe and record an estate in the system Print the record of the described estate Edit characteristic of recorded estate 27

Options (2) Review the history of characteristic data changed by a user Relations between estates based on the IIN Review and search in the list of recorded estates 28

ESTATE RECORDINGESTATE RECORDING 29

EDITING AND SEARCHING 30

Search in the database Searching in the list of recorded estates is available through applying the following filters: Inventory Identification Number Description Both – IIN and Description 31

Part III - Demonstration of Tools for calculating financial indicators 32

Constant Values Investment cost Investment of acquisition cost Discount rate or required rate of return Nr of years of the cash flow 33

Entries Changing every year New values are filled in the system for each year Participates in calculating the financial indicators 34

Financial Entries Leasable area Used area Area Annual rent Other income Management fees Utilities Supplies Maintenance and repairs Recoveries 35 Exceptional Maintenance Costs = K1 + K2 + K3 Market price Market rent Total capital invested Transaction expenses Employees Net usable area Energy consumed IC – Investment Cost IAC – Investment Acquisition Cost

Financial Indicators Automatic calculated in the system through formulas including constant values and entries. Calculated values are presented in a table and in a graphic Print of the tables and graphics 36

Inventory System Prototype Demonstration