Attachment B - DREAMS - 2018 PTR Keying Instructions - FINAL - 190227.xlsx
XLSX spreadsheet 29 KB Posted
- Solicitation number
- 18DPP00190
- Issued by
- Mercer County, New Jersey
About this file
This document contains detailed keying instructions for processing New Jersey Property Tax Reimbursement (PTR) forms under the DREAMS system for the State of New Jersey Division of Revenue and Enterprise Services. The instructions cover procedures for keying information from PTR-1, PTR-1 HP, PTR-1 WEB, and PTR-2 HP forms, including applicant personal information, income sources, property details, and reimbursement amounts. The contract opportunity is for Data Entry/Verification Services to process these PTR forms for Mercer County and Trenton City. The contract term is not specified, but the services are required on an ongoing basis to support the state's PTR program.
The pricing terms and other commercial details of the contract opportunity are not provided in the instructions document. However, the scope of work involves data entry and verification of thousands of PTR applications annually across multiple form types and jurisdictions. Funding for the services is through the state's revenue and enterprise services budgets. Qualified vendors with experience in similar data processing services for government programs would be well-positioned to compete for this contract opportunity.
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| T2775 Bid Amendment 1 06.07.19.docx | DOCX document | |
| T2775 Bid Solicitation 042319.docx | DOCX document | |
| Attachment H - DCR - BLUER.DOC | DOC document | |
| Attachment I - DCR - GIT7X.doc | DOC document | |
| Attachment G - DCR - BLUEN.DOC | DOC document | |
| Attachment F - DCR - BLUEF.DOC | DOC document | |
| T2775 Offer and Acceptance Page.pdf | ||
| T2775 Price Sheet~1.xlsx | XLSX spreadsheet | |
| Attachment C - DREAMS - 2018 TGI Keying Instructions - 190123.xlsx | XLSX spreadsheet | |
| Attachment A - DREAMS - 2018 CBT-100 100S Keying Instructions FINAL - 180201.xlsx | XLSX spreadsheet | |
| T2775 Disclosure of Investments in Iran Form.pdf | ||
| T2775 Bid Solicitation Checklist.docx | DOCX document | |
| Attachment D - DREAMS - LWDBPC BPC01 Manual Form BPC99 Keying Instructions.xlsx | XLSX spreadsheet | |
| T2775 Subcontractor Utilization Form.pdf | ||
| Attachment J - DCR - NJ1065G.doc | DOC document | |
| T2775 Ownership Disclosure Form.pdf | ||
| Attachment E - DREAMS - MVCRR keying instructions.xlsx | XLSX spreadsheet |
Show all 17
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Text version
PTR-1 MP
| VERIFY INSTRUCTIONS FOR 2017 PTR-1 |
| MP |
| 2/27/19 - PTR117 |
| Field | Field Name | Description | ||
| Page 1 | ||||
| 2 | - | 9 | Applied Date | For mixed batches only. Key in MMDDYY format. |
| 3 | - | 71 | Vendor Code | Key as shown |
| 2 | - | 20 | Your Social Security Number | For non-labeled returns, key as shown. |
IF BLANK AND NAME FILLED IN KEY ALL 7'S.
IF BLANK AND NAME BLANK, SKIP THE DOCUMENT.
2 - 24 Last Name/First Name For labeled returns with no changes, key '-' (hyphen) and the NCTL.
For non-labeled returns, key last name, first name, middle initial for filer.
Also use the same format for spouse.
DO NOT SKIP DOCUMENT IF NAME IS BLANK AND THERE IS A SS#.
ONLY SKIP DOCUMENT IF BOTH THE NAME AND SS# ARE BLANK.
See list of conventions for keying name, no commas or other. Use '&' for 'and'. If more than one set of names is shown, enter as indicated by screening. If not indicated, check with supervisor. DO NOT KEY TITLES.
Examples:
Shown as - Key as John Smith - Smith John John D Smith - Smith John D J David Smith - Smith J David John Smith Jr. - Smith Jr John John & Mary Smith - Smith John & Mary Mr. & Mrs. John Smith - Smith John Mr. John Smith & wife - Smith John Mrs. John Smith - Smith Mrs John John, Mary & Tom Smith - Smith J M & T Mr. & Mrs. Smith - Call Supervisor 2 - 27 Street Address Number and street, including apartment number or rural route. Key as shown.
IF STREET IS BLANK, THEN BLANK OUT CITY, STATE AND ZIP
2 - 28 City Key city as shown.
IF CITY, STATE AND ZIP ARE BLANK, THEN BLANK OUT STREET ADDRESS.
| 2 | - | 29 | State | Key two letter state abbreviation. | |
| 2 | - | 30 | ZIP Code | Key five digit ZIP code. | |
| 2 | - | 23 | Spouse Social Security Number | Key as shown | |
| 2 | - | 31 | |||
| 32 | County Code | Key four digit code. Numeric only. |
If less than four digits, skip field.
| 2 | - | 33 | Homestead ID | Key as shown |
| 3 | - | 17 | Your Marital/CU Status on December 31, 2016 | If SINGLE filled in, key "1". |
If MARRIED/CU COUPLE filled in, key "2".
If both ovals or neither oval is filled in, key "0".
3 - 18 Your Marital/CU Status on December 31, 2017 If SINGLE filled in, key "1".
If MARRIED/CU COUPLE filled in, key "2".
If both ovals or neither oval is filled in, key "0".
3 - 19 On December 31, 2017, were you age 65 or older? (Primary) Yes = 1 No/Blank = 0 3 - 19 On December 31, 2017, were you age 65 or older? (Spouse) Yes = 1 No/Blank = 0 3 - 19 On December 31, 2017, were you actually receiving Federal Social Security disability benefit payments? (Primary) Yes = 1 No/Blank = 0 3 - 19 On December 31, 2017, were you actually receiving Federal Social Security disability benefit payments? (Spouse) Yes = 1 No/Blank = 0 3 - 20 On December 31, 2018, were you age 65 or older? (Primary) Yes = 1 No/Blank = 0 3 - 20 On December 31, 2018, were you age 65 or older? (Spouse) Yes = 1 No/Blank = 0 3 - 20 On December 31, 2018, were you actually receiving Federal Social Security disability benefit payments? (Primary) Yes = 1 No/Blank = 0 3 - 20 On December 31, 2018, were you actually receiving Federal Social Security disability benefit payments? (Spouse) Yes = 1 No/Blank = 0 3 - 21 Have you lived in NJ continuously since December 31, 2007? Yes = 1 No = 2 Blank = 0 3 - 22 Have you owned and lived in the same NJ home since December 31, 2014, or earlier? Yes = 1 No = 2 Blank = 0 3 - 41 Principal Residence Status Homeowner = 1 Mobile Home Owner = 2 Blank = 0
| 3 | - | 45 | Block | Key as shown. |
| 3 | - | 46 | Block Suffix | Key as shown. |
| 3 | - | 47 | Lot | Key as shown. |
| 3 | - | 48 | Lot Suffix | Key as shown. |
| 3 | - | 49 | Qualifier | Key as shown. |
| 3 | - | 50 | Did you share ownership of this property with anyone other than your spouse/CU partner? (2016) | Yes = 1 |
No = 2 3 - 51 Did you share ownership of this property with anyone other than your spouse/CU partner? (2017) Yes = 1 No = 2
| 3 | - | 52 | If you answered "Yes", indicate the share (percentage) of the property owned by you (and your spouse/CU partner) (2016) | Key as shown. |
| 3 | - | 53 | If you answered "Yes", indicate the share (percentage) of the property owned by you (and your spouse/CU partner) (2017) | Key as shown. |
| 3 | - | 54 | Did this property consist of multiple units? (2016) | Yes = 1 |
No = 2 3 - 55 Did this property consist of multiple units? (2017) Yes = 1 No = 2
| 3 | - | 56 | If you answered "Yes", indicate the share (percentage) of the property that you (and your spouse/CU partner) used as your principal residence (2016) | Key as shown. |
| 3 | - | 57 | If you answered "Yes", indicate the share (percentage) of the property that you (and your spouse/CU partner) used as your principal residence (2017) | Key as shown. |
| Page 3 | ||||
| 3 | - | 23 | 2017 Income - Social Security Benefits | Key dollars and cents as shown. |
| 3 | - | 24 | 2017 Income - Pension and Retirement Benefits | Key dollars and cents as shown. |
| 3 | - | 25 | 2017 Income - Salaries, Wage, Bonuses | Key dollars and cents as shown. |
| 3 | - | 26 | 2017 Income - Unemployment Benefits | Key dollars and cents as shown. |
| 3 | - | 27 | 2017 Income - Disability Benefits | Key dollars and cents as shown. |
| 3 | - | 28 | 2017 Income - Interest | Key dollars and cents as shown. |
| 3 | - | 29 | 2017 Income - Dividends | Key dollars and cents as shown. |
| 3 | - | 23 | Total 2017 Income | Key dollars and cents as shown. |
| Page 3 | ||||
| 3 | - | 33 | 2018 Income - Social Security Benefits | Key dollars and cents as shown. |
| 3 | - | 34 | 2018 Income - Pension and Retirement Benefits | Key dollars and cents as shown. |
| 3 | - | 35 | 2018 Income - Salaries, Wage, Bonuses | Key dollars and cents as shown. |
| 3 | - | 36 | 2018 Income - Unemployment Benefits | Key dollars and cents as shown. |
| 3 | - | 37 | 2018 Income - Disability Benefits | Key dollars and cents as shown. |
| 3 | - | 38 | 2018 Income - Interest | Key dollars and cents as shown. |
| 3 | - | 39 | 2018 Income - Dividends | Key dollars and cents as shown. |
| 3 | - | 26 | Total 2018 Income | Key dollars and cents as shown. |
| Page 4 | ||||
| 3 | - | 58 | Enter your total 2018 property taxes due and paid on your principal residence. | Key dollars and cents as shown. |
| 3 | - | 59 | Enter your total 2017 property taxes due and paid on your principal residence. | Key dollars and cents as shown. |
| 3 | - | 60 | Reimbursement | Key dollars and cents as shown. |
| 3 | - | 69 | Deceased TP Indicator | Filled in = 1 |
Not Filled In = 0 3 - 68 Signature Signed = 1 Not Signed = 0
| 3 | - | 70 | Federal Identification Number | Key as shown. |
| 3 | - | 61 | Division Use 1 | Key as shown. |
| 3 | - | 62 | Division Use 2 | Key as shown. |
| 3 | - | 63 | Division Use 3 | Key as shown. |
| 3 | - | 64 | Division Use 4 | Key as shown. |
| 3 | - | 65 | Division Use 5 | Key as shown. |
| 3 | - | 66 | Division Use 6 | Key as shown. |
| 3 | - | 67 | Division Use 7 | Key as shown. |
PTR-1 HP & WEB
| VERIFY INSTRUCTIONS FOR 2017 PTR-1 |
| HP & WEB |
| 2/27/19 - PTR117 |
| Field | Field Name | Description | ||
| Page 1 | ||||
| 2 | - | 9 | Applied Date | For mixed batches only. Key in MMDDYY format. |
| 2 | - | 20 | Your Social Security Number | For non-labeled returns, key as shown. |
IF BLANK AND NAME FILLED IN KEY ALL 7'S.
IF BLANK AND NAME BLANK, SKIP THE DOCUMENT.
2 - 24 Last Name/First Name For labeled returns with no changes, key '-' (hyphen) and the NCTL.
For non-labeled returns, key last name, first name, middle initial for filer.
Also use the same format for spouse.
DO NOT SKIP DOCUMENT IF NAME IS BLANK AND THERE IS A SS#.
ONLY SKIP DOCUMENT IF BOTH THE NAME AND SS# ARE BLANK.
See list of conventions for keying name, no commas or other. Use '&' for 'and'. If more than one set of names is shown, enter as indicated by screening. If not indicated, check with supervisor. DO NOT KEY TITLES.
Examples:
Shown as - Key as John Smith - Smith John John D Smith - Smith John D J David Smith - Smith J David John Smith Jr. - Smith Jr John John & Mary Smith - Smith John & Mary Mr. & Mrs. John Smith - Smith John Mr. John Smith & wife - Smith John Mrs. John Smith - Smith Mrs John John, Mary & Tom Smith - Smith J M & T Mr. & Mrs. Smith - Call Supervisor 2 - 27 Street Address Number and street, including apartment number or rural route. Key as shown.
IF STREET IS BLANK, THEN BLANK OUT CITY, STATE AND ZIP
2 - 28 City Key city as shown.
IF CITY, STATE AND ZIP ARE BLANK, THEN BLANK OUT STREET ADDRESS.
| 2 | - | 29 | State | Key two letter state abbreviation. | |
| 2 | - | 30 | ZIP Code | Key five digit ZIP code. | |
| 2 | - | 23 | Spouse Social Security Number | Key as shown | |
| 2 | - | 31 | |||
| 32 | County Code | Key four digit code. Numeric only. |
If less than four digits, skip field.
| 2 | - | 33 | Homestead ID | Key as shown |
| 3 | - | 17 | Your Marital/CU Status on December 31, 2016 | If SINGLE filled in, key "1". |
If MARRIED/CU COUPLE filled in, key "2".
If both ovals or neither oval is filled in, key "0".
3 - 18 Your Marital/CU Status on December 31, 2017 If SINGLE filled in, key "1".
If MARRIED/CU COUPLE filled in, key "2".
If both ovals or neither oval is filled in, key "0".
3 - 19 On December 31, 2017, were you age 65 or older? (Primary) Yes = 1 No/Blank = 0 3 - 19 On December 31, 2017, were you age 65 or older? (Spouse) Yes = 1 No/Blank = 0 3 - 19 On December 31, 2017, were you actually receiving Federal Social Security disability benefit payments? (Primary) Yes = 1 No/Blank = 0 3 - 19 On December 31, 2017, were you actually receiving Federal Social Security disability benefit payments? (Spouse) Yes = 1 No/Blank = 0 3 - 20 On December 31, 2018, were you age 65 or older? (Primary) Yes = 1 No/Blank = 0 3 - 20 On December 31, 2018, were you age 65 or older? (Spouse) Yes = 1 No/Blank = 0 3 - 20 On December 31, 2018, were you actually receiving Federal Social Security disability benefit payments? (Primary) Yes = 1 No/Blank = 0 3 - 20 On December 31, 2018, were you actually receiving Federal Social Security disability benefit payments? (Spouse) Yes = 1 No/Blank = 0 3 - 21 Have you lived in NJ continuously since December 31, 2007? Yes = 1 No = 2 Blank = 0 3 - 22 Have you owned and lived in the same NJ home since December 31, 2014, or earlier? Yes = 1 No = 2 Blank = 0 3 - 41 Principal Residence Status Homeowner = 1 Mobile Home Owner = 2 Blank = 0
| 3 | - | 45 | Block | Key as shown. |
| 3 | - | 46 | Block Suffix | Key as shown. |
| 3 | - | 47 | Lot | Key as shown. |
| 3 | - | 48 | Lot Suffix | Key as shown. |
| 3 | - | 49 | Qualifier | Key as shown. |
| 3 | - | 50 | Did you share ownership of this property with anyone other than your spouse/CU partner? (2016) | Yes = 1 |
No = 2 3 - 51 Did you share ownership of this property with anyone other than your spouse/CU partner? (2017) Yes = 1 No = 2
| 3 | - | 52 | If you answered "Yes", indicate the share (percentage) of the property owned by you (and your spouse/CU partner) (2016) | Key as shown. |
| 3 | - | 53 | If you answered "Yes", indicate the share (percentage) of the property owned by you (and your spouse/CU partner) (2017) | Key as shown. |
| 3 | - | 54 | Did this property consist of multiple units? (2016) | Yes = 1 |
No = 2 3 - 55 Did this property consist of multiple units? (2017) Yes = 1 No = 2
| 3 | - | 56 | If you answered "Yes", indicate the share (percentage) of the property that you (and your spouse/CU partner) used as your principal residence (2016) | Key as shown. |
| 3 | - | 57 | If you answered "Yes", indicate the share (percentage) of the property that you (and your spouse/CU partner) used as your principal residence (2017) | Key as shown. |
| Page 3 | ||||
| 3 | - | 23 | 2017 Income - Social Security Benefits | Key dollars and cents as shown. |
| 3 | - | 24 | 2017 Income - Pension and Retirement Benefits | Key dollars and cents as shown. |
| 3 | - | 25 | 2017 Income - Salaries, Wage, Bonuses | Key dollars and cents as shown. |
| 3 | - | 26 | 2017 Income - Unemployment Benefits | Key dollars and cents as shown. |
| 3 | - | 27 | 2017 Income - Disability Benefits | Key dollars and cents as shown. |
| 3 | - | 28 | 2017 Income - Interest | Key dollars and cents as shown. |
| 3 | - | 29 | 2017 Income - Dividends | Key dollars and cents as shown. |
| 3 | - | 23 | Total 2017 Income | Key dollars and cents as shown. |
| Page 3 | ||||
| 3 | - | 33 | 2018 Income - Social Security Benefits | Key dollars and cents as shown. |
| 3 | - | 34 | 2018 Income - Pension and Retirement Benefits | Key dollars and cents as shown. |
| 3 | - | 35 | 2018 Income - Salaries, Wage, Bonuses | Key dollars and cents as shown. |
| 3 | - | 36 | 2018 Income - Unemployment Benefits | Key dollars and cents as shown. |
| 3 | - | 37 | 2018 Income - Disability Benefits | Key dollars and cents as shown. |
| 3 | - | 38 | 2018 Income - Interest | Key dollars and cents as shown. |
| 3 | - | 39 | 2018 Income - Dividends | Key dollars and cents as shown. |
| 3 | - | 26 | Total 2018 Income | Key dollars and cents as shown. |
| Page 4 | ||||
| 3 | - | 58 | Enter your total 2018 property taxes due and paid on your principal residence. | Key dollars and cents as shown. |
| 3 | - | 59 | Enter your total 2017 property taxes due and paid on your principal residence. | Key dollars and cents as shown. |
| 3 | - | 60 | Reimbursement | Key dollars and cents as shown. |
| 3 | - | 69 | Deceased TP Indicator | Filled in = 1 |
Not Filled In = 0 3 - 68 Signature Signed = 1 Not Signed = 0
| 3 | - | 70 | Federal Identification Number | Key as shown. |
| 3 | - | 61 | Division Use 1 | Key as shown. |
| 3 | - | 62 | Division Use 2 | Key as shown. |
| 3 | - | 63 | Division Use 3 | Key as shown. |
| 3 | - | 64 | Division Use 4 | Key as shown. |
| 3 | - | 65 | Division Use 5 | Key as shown. |
| 3 | - | 66 | Division Use 6 | Key as shown. |
| 3 | - | 67 | Division Use 7 | Key as shown. |
PTR-2 HP
| VERIFY INSTRUCTIONS FOR 2017 PTR-2 |
| HP |
| 2/27/19 - PTR218 |
| Field | Field Name | Description | ||
| Page 1 | ||||
| 2 | - | 9 | Applied Date | For mixed batches only. Key in MMDDYY format. |
| 2 | - | 20 | Your Social Security Number | For non-labeled returns, key as shown. |
IF BLANK AND NAME FILLED IN KEY ALL 7'S.
IF BLANK AND NAME BLANK, SKIP THE DOCUMENT.
2 - 24 Last Name/First Name For labeled returns with no changes, key '-' (hyphen) and the NCTL.
For non-labeled returns, key last name, first name, middle initial for filer.
Also use the same format for spouse.
DO NOT SKIP DOCUMENT IF NAME IS BLANK AND THERE IS A SS#.
ONLY SKIP DOCUMENT IF BOTH THE NAME AND SS# ARE BLANK.
See list of conventions for keying name, no commas or other. Use '&' for 'and'. If more than one set of names is shown, enter as indicated by screening. If not indicated, check with supervisor. DO NOT KEY TITLES.
Examples:
Shown as - Key as John Smith - Smith John John D Smith - Smith John D J David Smith - Smith J David John Smith Jr. - Smith Jr John John & Mary Smith - Smith John & Mary Mr. & Mrs. John Smith - Smith John Mr. John Smith & wife - Smith John Mrs. John Smith - Smith Mrs John John, Mary & Tom Smith - Smith J M & T Mr. & Mrs. Smith - Call Supervisor 2 - 27 Street Address Number and street, including apartment number or rural route. Key as shown.
IF STREET IS BLANK, THEN BLANK OUT CITY, STATE AND ZIP
2 - 28 City Key city as shown.
IF CITY, STATE AND ZIP ARE BLANK, THEN BLANK OUT STREET ADDRESS.
| 2 | - | 29 | State | Key two letter state abbreviation. | |
| 2 | - | 30 | ZIP Code | Key five digit ZIP code. | |
| 2 | - | 33 | Homestead ID | Key as shown | |
| 2 | - | 23 | Spouse Social Security Number | Key as shown | |
| 2 | - | 31 | |||
| 32 | County Code | Key four digit code. Numeric only. |
If less than four digits, skip field.
3 - 17 Your Marital/CU Status on December 31, 2018 If SINGLE filled in, key "1".
If MARRIED/CU COUPLE filled in, key "2".
If both ovals or neither oval is filled in, key "0".
3 - 18 On December 31, 2018, were you age 65 or older? (Primary) Yes = 1 No/Blank = 0 3 - 18 On December 31, 2018, were you age 65 or older? (Spouse) Yes = 1 No/Blank = 0 3 - 18 On December 31, 2018, were you actually receiving Federal Social Security disability benefit payments? (Primary) Yes = 1 No/Blank = 0 3 - 18 On December 31, 2018, were you actually receiving Federal Social Security disability benefit payments? (Spouse) Yes = 1 No/Blank = 0 3 - 19 On December 31, 2018, did you still live in the home for which you claimed and received the 2017 property tax reimbursement? Yes = 1 No = 2 Blank = 0
| Page 2 | ||||
| 3 | - | 20 | 2018 Income - Social Security Benefits | Key dollars and cents as shown. |
| 3 | - | 21 | 2018 Income - Pension and Retirement Benefits | Key dollars and cents as shown. |
| 3 | - | 22 | 2018 Income - Salaries, Wage, Bonuses | Key dollars and cents as shown. |
| 3 | - | 23 | 2018 Income - Unemployment Benefits | Key dollars and cents as shown. |
| 3 | - | 24 | 2018 Income - Disability Benefits | Key dollars and cents as shown. |
| 3 | - | 25 | 2018 Income - Interest | Key dollars and cents as shown. |
| 3 | - | 26 | 2018 Income - Dividends | Key dollars and cents as shown. |
| 3 | - | 27 | Total 2018 Income | Key dollars and cents as shown. |
| Page 3 | ||||
| 3 | - | 28 | Did you meet all the eligibility requirements for 2018? | Yes = 1 |
No = 2 Blank = 0 3 - 31 Principal Residence Status Homeowner = 1 Mobile Home Owner = 2 Blank = 0 3 - 32 Did you share ownership of this property with anyone other than your spouse/CU partner? Yes = 1 No = 2
| 3 | - | 33 | If you answered "Yes", indicate the share (percentage) of the property owned by you (and your spouse/CU partner) | Key as shown. |
| 3 | - | 34 | Did this property consist of multiple units? | Yes = 1 |
No = 2
| 3 | - | 35 | If you answered "Yes", indicate the share (percentage) of the property that you (and your spouse/CU partner) used as your principal residence | Key as shown. |
| 3 | - | 36 | Enter your total 2018 property taxes due and paid on your principal residence. | Key dollars and cents as shown. |
| 3 | - | 37 | Your total base year property taxes | Key dollars and cents as shown. |
| 3 | - | 38 | Reimbursement | Key dollars and cents as shown. |
| 3 | - | 46 | Deceased TP Indicator | Filled in = 1 |
Not Filled In = 0 3 - 45 Signature Signed = 1 Not Signed = 0
| 3 | - | 47 | Federal Identification Number | Key as shown. |
| 3 | - | 39 | Division Use 1 | Key as shown. |
| 3 | - | 40 | Division Use 2 | Key as shown. |
| 3 | - | 42 | Division Use 4 | Key as shown. |
File details come from the government source that posted it. Updated .