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

2 Pinellas County Tax Collector 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

3 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 Provide virtual access points for PCTC customers Provide virtual access points for PCTC customers Goal # 2: Optimize revenue collection and distribution Re-engineer the PCTC’s current Tourist Development (TD) tax business processes 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 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

4 Pinellas County Tax Collector Integrated Tax Management Solution Goals/Tax Business Drivers Goal # 3: Ensure fiscal responsibility TD tax business solution that is cost beneficial, as well as cost effective 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 Reduce high maintenance costs, in terms of time, staff and computing resources Goal #4: Foster total organizational excellence Increase the intellectual capital of our organization Increase the intellectual capital of our 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 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

6 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 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. 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 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 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 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

7 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 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 Implement ACH Banking in all applicable areas by 1/31/06 Develop and implement a compliance and quality assurance plan by 8/4/06 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 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 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

8 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 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

9 Pinellas County Tax Collector Integrated Tax Management Solution Solution Characteristics Provides for Performance Measurements/Key Indicators tracking enabled by Digital Dashboard technology utilizing Graphic displays of performance measurements 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 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 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

10 Pinellas County Tax Collector Integrated Tax Management Solution Solution Characteristics Exposes users to only those tools relevant to a specific business process (Virtual Business Knowledge/Process Tools) 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 Review and Approval functionality for all system-generated documents Seamless integration with Great Plains Accounting System Seamless integration with Great Plains Accounting System Ability to send s with links to applicable account/property information Ability to send s with links to applicable account/property information 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 Solution Characteristics Role-enabled based on job descriptions/functions 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 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) 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

12 Pinellas County Tax Collector Integrated Tax Management Solution Solution Characteristics Integrated Refund module (Integrated with Tax, Tag & Title and Driver License systems) 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 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) 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

13 Pinellas County Tax Collector Integrated Tax Management Solution Solution Characteristics Same look and feel between all modules (Presentation/Function Standards based) Same look and feel between all modules (Presentation/Function Standards based) Enter once use many, No redundant data entry Enter once use many, No redundant data entry Modular programming; web services; XML; and Office 200X, Exchange/Outlook, Share Point Portal Server, MS Visio, and MS Project seamless integration Modular programming; web services; XML; and Office 200X, 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

14 Pinellas County Tax Collector Integrated Tax Management Solution Solution Characteristics Ability to expose a limited set of business tools and information with customers, over the Internet and telephone 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

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