The Pinellas County Tax Collector and Microsoft A

The Pinellas County Tax Collector and Microsoft® A Public-Private Partnership Committed To Citizen-Centered Government 1

Pinellas County Tax Collector’s Vision “World-Class Service, Anytime, Any Place” Integrated Tax Management Solution Vision “To build and implement the World’s premiere integrated revenue collection, enforcement, management and distribution business solution; utilizing integrated, leading-edge technologies; for the Pinellas County Tax Collector’s Office and the customers they serve” The Pinellas County Tax Collector and Microsoft® A Public-Private Partnership Committed To Citizen-Centered Government 2

Pinellas County Tax Collector Integrated Tax Management Solution Goals/Tax Business Drivers Vision grounded in our goals and tax business drivers Goal # 1: Provide courteous and efficient services to our customers l Provide virtual access points for PCTC customers Goal # 2: Optimize revenue collection and distribution l l Re-engineer the PCTC’s current Tourist Development (TD) tax business processes Replace manual TD tax business processes with a suite of automated business tools The Pinellas County Tax Collector and Microsoft® A Public-Private Partnership Committed To Citizen-Centered Government 3

Pinellas County Tax Collector Integrated Tax Management Solution Goals/Tax Business Drivers Goal # 3: Ensure fiscal responsibility l l TD tax business solution that is cost beneficial, as well as cost effective Reduce high maintenance costs, in terms of time, staff and computing resources Goal #4: Foster total organizational excellence l Increase the intellectual capital of our organization The Pinellas County Tax Collector and Microsoft® A Public-Private Partnership Committed To Citizen-Centered Government 4

Pinellas County Tax Collector Integrated Tax Management Solution GOAL To design, develop, implement and maintain a business-process-driven, integrated, revenue collection, distribution and enforcement tax management solution for the Pinellas County Tax Collector’s organization. The Pinellas County Tax Collector and Microsoft® A Public-Private Partnership Committed To Citizen-Centered Government 5

Pinellas County Tax Collector Integrated Tax Management Solution Objectives In Support Of The Goal • • • Acquire and implement a new Tourist Development Tax Application by 02/27/04 Complete Process Mapping of All Major Business Functions in the Tax Collector's Office by 3/31/04. Develop and implement a Tax Collector Intranet by 06/01/04 Create and Publish a Business Resumption Plan / Policy by 6/30/04 Create and Publish a Information Technology Security Policy for the Information Technology Department by 6/30/04 The Pinellas County Tax Collector and Microsoft® A Public-Private Partnership Committed To Citizen-Centered Government 6

Pinellas County Tax Collector Integrated Tax Management Solution Objectives In Support Of The Goal • • • Implement the collection and distribution of multiple non-ad valorem special assessments by 11/01/05. Implement ACH Banking in all applicable areas by 1/31/06 Develop and implement a compliance and quality assurance plan by 8/4/06 Complete the design and implementation of a comprehensive Tax Application by 10/31/06 Develop and Implement an Organizational Management and Analysis Plan by 10/31/06 The Pinellas County Tax Collector and Microsoft® A Public-Private Partnership Committed To Citizen-Centered Government 7

Pinellas County Tax Collector Integrated Tax Management Solution Objectives In Support Of The Goal • Develop and implement a comprehensive Records Retention and Retrieval system, utilizing the latest technologies, by 1/31/07 The Pinellas County Tax Collector and Microsoft® A Public-Private Partnership Committed To Citizen-Centered Government 8

Pinellas County Tax Collector Integrated Tax Management Solution Characteristics • Provides for Performance Measurements/Key Indicators tracking enabled by Digital Dashboard technology utilizing Graphic displays of performance measurements • Rules-based, table driven, workflow enabled, user maintained • Total seamless integration with current business process tools including: Outlook/Exchange; Office 2000/2003; Share Point Portal Server in support of business process improvement and management/key business decisions The Pinellas County Tax Collector and Microsoft® A Public-Private Partnership Committed To Citizen-Centered Government 9

Pinellas County Tax Collector Integrated Tax Management Solution Characteristics • Exposes users to only those tools relevant to a specific business process (Virtual Business Knowledge/Process Tools) • Review and Approval functionality for all system-generated documents • Seamless integration with Great Plains Accounting System • Ability to send emails with links to applicable account/property information The Pinellas County Tax Collector and Microsoft® A Public-Private Partnership Committed To Citizen-Centered Government 10

Pinellas County Tax Collector Integrated Tax Management Solution Characteristics • Role-enabled based on job descriptions/functions • Automated tickler system to provide a tracking and workflow business tool for processing all events/transactions associated with real and tangible property tax accounts • Integrated Cashier module (Integrated with Tax, Tag & Title and Driver License systems) The Pinellas County Tax Collector and Microsoft® A Public-Private Partnership Committed To Citizen-Centered Government 11

Pinellas County Tax Collector Integrated Tax Management Solution Characteristics • Integrated Refund module (Integrated with Tax, Tag & Title and Driver License systems) • Ability to capture and track account/property events through the utilization of File Notes, both system generated and user written file notes • Knowledge Base development and support for all business processes (the more the solution is used, the more valuable it becomes) The Pinellas County Tax Collector and Microsoft® A Public-Private Partnership Committed To Citizen-Centered Government 12

Pinellas County Tax Collector Integrated Tax Management Solution Characteristics • Same look and feel between all modules (Presentation/Function Standards based) • Enter once use many, No redundant data entry • Modular programming; web services; XML; and Office 200 X, Exchange/Outlook, Share Point Portal Server, MS Visio, and MS Project seamless integration The Pinellas County Tax Collector and Microsoft® A Public-Private Partnership Committed To Citizen-Centered Government 13

Pinellas County Tax Collector Integrated Tax Management Solution Characteristics • Ability to expose a limited set of business tools and information with customers, over the Internet and telephone The Pinellas County Tax Collector and Microsoft® A Public-Private Partnership Committed To Citizen-Centered Government 14

Pinellas County Tax Collector Integrated Tax Management Solution The Pinellas County Tax Collector and Microsoft® A Public-Private Partnership Committed To Citizen-Centered Government 15

Pinellas County Tax Collector Integrated Tax Management Solution The Pinellas County Tax Collector and Microsoft® A Public-Private Partnership Committed To Citizen-Centered Government 16