Key achievements and appointments are as follows:

• Registered as an Associated Valuer in 1984;
• Elected as Chairman ? Executive Committee of the South African Institute of Valuer in 1989;
• Appointed as examiner in 1990 ? Final year diploma;
• Appointed as executive member of the South African Council for Valuers in 1991;
• Appointed as member of the Valuation Board of Akasia in 1992;
• Elected as president of the South African Institute for Valuers from 1993-1995;
• Appointed by the office of the President as Appraiser ? Income Tax Court;
• Served on a panel of valuers to assist government with the MPRA;
• Elevated to fellow member status of the South African Institute of Valuers in 2004;
• Appointed as member of the Valuation Appeal Board for the Free State in terms of the Municipal Property Rates Act (6 of 2004).

The past 25 years experience includes more than 1 million valuations for property rating purposes with great success in valuation and appeal board hearings.

Special properties valued includes servitudes, schools, hospitals, casinos, ArcelorMittal steel factory, Sasol 1 petroleum factory, reservoirs, roads, caravan parks, township development properties, shopping centres, old age homes, hotels and correctional service facilities, under both the old ordinance and new MPRA.

Valuations performed in terms of the new MPRA utilizing a Geographical Information System (GIS) with aerial photography and or Pictometry and reconciling with the Deeds Office for the following Municipalities:

• Midvaal Local Municipality                -             32 500 properties (2007 and 2011)
• Metsimaholo Local Municipality        –             33 500 properties (2008)
• Emfuleni Local Municipality              –           161 000 properties (2009)
• Lesedi Local Municipality                  -             24 000 properties (2010)

Success in objections and appeal board hearings includes numerous cases in different cities and towns, including 7 days appeal hearing with ArcelorMittal.

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Key achievements and appointments are as follows:

• Registered as a Professional Associated Valuer;
• Experienced in the compilation of the property master file, reconciling deeds data  with municipal financial data and the cadastre for the following Municipalities:

• Midvaal Local Municipality (2007 and 2011)
• Metsimaholo Local Municipality (2008)
• Emfuleni Local Municipality (2009)
• Lesedi Local Municipality (2010)

Previous valuation experience includes Computer Assisted Mass Appraisals (CAMA) utilizing GIS, aerial photography and or Pictometry for the following Municipalities:

• Midvaal Local Municipality
• Metsimaholo Local Municipality
• Emfuleni Local Municipality
• Lesedi Local Municipality

The valuation methods of Public Service Infrastructure, which was prepared and presented to the South African Right of Way Association (SARWA) and accepted for public service infrastructure.

Valued specialized properties in the past ten years for example, schools, hotels, reservoirs, public infrastructures, casinos, shopping centres, correctional services facilities and police stations.

The creating of property master files in terms of the MPRA for various municipalities including Metsimaholo, Midvaal, Emfuleni and Lesedi ? more than 400 000 properties.

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Key achievements and appointments are as follows:

• Registered as a Professional Candidate Valuer;
• Degree in B Com Accounting at Rand Afrikaans University;

Previous valuation experience includes CAMA utilizing GIS, aerial photography and or Pictometry for the following Municipalities:

• Midvaal Local Municipality (2007 and 2011)
• Metsimaholo Local Municipality (2008)
• Emfuleni Local Municipality (2009)
• Lesedi Local Municipality (2010)

Valued specialized properties in the past four years for example, schools, reservoirs, public infrastructures, casinos, shopping centres and police stations.

Download CV

Key achievements and appointments are as follows:

• Registered as a Professional Associated Valuer

Previous valuation experience includes CAMA utilizing GIS, aerial photography and or Pictometry for the following Municipalities:

• Midvaal Local Municipality (2007 and 2011)
• Metsimaholo Local Municipality (2008)
• Emfuleni Local Municipality (2009)
• Lesedi Local Municipality (2010)

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After investigating several valuation systems we concluded that ePlanner was the most comprehensive and efficient system available.  ePlanner is outlined in detail.

The Planner valuation system was originally developed in 1993 by In Depth Data. It has been continuously upgraded and improved over the years and now accommodates the requirements of the MPRA.

ePlanner is currently being utilized by the following Municipalities:

•  Midvaal Local Municipality
• Metsimaholo Local Municipality
• Emfuleni Local Municipality
• Windhoek (Namibia)
• City of Johannesburg
• Lesedi Local Municipality

System Capabilities

 The initial data loading process entails the:

• Reconciling of deeds-, financial- and GIS data for comparison and correcting purposes;
• A true reflection of the deeds office;
• Land Parcel Indicator (LPI) code processed from the Deeds Office as the link to GIS;
• Endorsements processed from the Deeds Office such as servitudes (PSI) and  bonds to assist with valuations and audit trail such as consolidations, subdivisions, township proclamations and excisions;
• Information of buyers and sellers processed from the Deeds Office to control correctness of ownership, names and identification numbers;
• Purchase prices, purchase dates and registration dates processed for valuation purposes;
• Reflection of property types such as a erf holding, farm, exclusive use, SS unit, servitude, split value and long term lease agreement;
• Street addresses from a drop down lookup compared with Map IT data to control uniform spelling and types.

This concludes the compilation of the property master file, which was 100 % successful in the creation of the property master file for:

• Midvaal Local Municipality
• Metsimaholo Local Municipality
• Emfuleni Local Municipality
• Lesedi Local Municipality

Planner Modules

Bulk Entry Module:

• Enter initial values and data such as zoning, improvement use, improvement qualities, extent, land use, F.A.R., height zone, valuation method, valuation factors, valuer?s notes, remarks, tariff and category;
• Archive property where status has changed i.e. excised, subdivided, township proclamation etc;
• Capture servitudes (PSIs) (deduction or influential factors).

Deeds Office Manager:

• This module automatically processes data received from the deeds office;
• Updating owners, sellers, purchase prices, title deed number, dates, endorsements, LPI code, new townships, subdivisions, consolidations and excisions, resulting in an updated master file on a monthly basis (or alternatively specified basis).

Valuation Manager Module:

4 ways of valuing:

• Per property or manual override
• Comparable sales
• Depreciated replacement method
• Income method

Market analysis on vacant land, improvements and sectional title properties to determine a base value applicable for the duration of the Valuation Roll;
All data is modelled in the final computer assisted mass appraisal process CAMA that also employs a monitoring process to eliminate possible errors.

Maintenance Module:

This module maintains:

• Subdivisions, consolidations, excisions and new townships
• New improvements
• Rezonings
• Street addresses
• New servitudes
• New sectional title units
• Exclusive use areas

Continuously records audit trail on all of the above.

Queries Module:

This module enables the extraction of any data such as:

• Entire Valuation Roll
• Supplementary Valuation Roll
• Monthly transfers
• Monthly supplementary valuations
• All council owned properties
• All group owned properties
• All unregistered erven
• All specifically zoned properties
• Municipal Land Audit (a 100 % correct land audit was achieved for Emfuleni Local Municipality)
• Property field sheet

Any customised query can be generated for the extraction of any data.

Integration with Financial Systems

eVenus Integration

Recently, In-Depth Data (the creators of the Planner Software System) worked closely with Business Connexion at the City of Windhoek to develop an interface from ePlanner to the eVenus system.  This comprehensive integration significantly exceeds the specification or requirements for this tender.  Nevertheless, it amplifies the capabilities of the ePlanner system to deliver to the required specification.  In fact, over the years Planner regularly exchanged data to different councils utilising the Venus system.

GIS Integration:

Owing to the design, using industry standards Planner Software has, since its first versions, integrated with different GIS systems.  This has been possible due to extensive GIS skills at In-Depth Data.  ePlanner is integrated with our Tatuk GIS editor.

Geographical Information System

We utilize Tatuk GIS, which can accommodate large volumes of high-resolution aerial photography and layers of information, such as:

• Map IT data
• Water courses, wetlands, rivers and spruits
• Power lines, pipe lines, railway lines, stations
• Topography
• National and Provincial roads

A GIS is an important tool for valuers especially for assisting in mass valuations.  GIS assists in:

1.  Identifying the following:

• Properties
• Improvements
• Use
• Public Service Infrastructure

2.  Electronic measurements of:

• Buildings
• Public Service Infrastructure
• Servitudes
• Agricultural land (irrigation)

Aerial photography is one of the most important aids for valuers for compiling Valuation Rolls for Municipalities, for the following reasons:-

• Access ? the general public prohibits any access to their properties due to security reasons;
• Time Frame ? substantially reduces the time for inspection of properties;
• Identification of properties;
• Identification of Public Service Infrastructure such as railway lines, substations, roads, etc;
• Electronic measurements ? technology has reached a 99 % accuracy;
• Illegal buildings ? aerial photography versus building plans.  Illegal buildings can be identified and be included in the Valuation Roll;
• Category ? land use can be identified to determine the category at which the property will be rated;
• Irrigation Land ? aerial photography versus physical inspection.  The measurement of irrigatable land, which is valued at a higher rate can only be determined by aerial photography.

Even the act under Section 45(2) (a) & (b) states:-

?(a) physical inspection of the property to be valued is optional; and?

?(b) comparative, analytical and other systems or techniques may be used, including aerial photography and computer-assisted mass appraisal systems or                                                            techniques, taking into account changes in technology and valuation systems and techniques?.

We are in possession of the latest Aerial Photography with the necessary software to process the Aerial Photography in a valuation system.

All staff members have access and are trained to utilize the software.

Pictometry is a patented information system, developed by Pictometry International, which allows users to have high-resolution images from multiple views of single buildings at the click of a mouse.

Pictometry empowers users to make accurate measurements from oblique images, which means an aerial photograph that has been taken at an angle.

This means that a feature such as a building, streetlight, fire hydrant, etc. can be seen in its entirety, rather than the conventional top down perspective of aerial photography.

The result is a new revolutionary way to use aerial imaging.

We possess the necessary hardware and software and all staff members have access and are trained to use this new technology.