 In 2013 T2 was hired to re-engineer the Property Tax Rate Setting software utilized by DRA and municipalities ◦ Phase 1: Form re-development and re-platforming ◦ Phase 2: Software development  Software launched on 11/18/2014  Fully in place for 2015 tax year

PDF MS-1 PDF MS-232 PDF MS-535 Warrant BASIC PROCESS-TOWNS/CITIES PDF Proposed Budget Estimated Revenues Proposed Appropriations PDF MS-434 Re-estimate Revenues Tax Rate Setting Tax Rate Setting

PDF MS-1V PDF MS-232 PDF MS-535 Warrant BASIC PROCESS-VILLAGES PDF Proposed Budget Estimated Revenues Proposed Appropriations PDF MS-434 Re-estimate Revenues Tax Rate Setting Tax Rate Setting

PDF MS-1 PDF MS-22 PDF MS-25 Warrant BASIC PROCESS-SCHOOLS PDF Proposed Budget MS-26 MS-26c MS-27 Estimated Revenues Proposed Appropriations PDF MS-24 Re-estimate Revenues Tax Rate Setting Tax Rate Setting

Training Session 1 Training Session 2 Training Session 3 PDF MS-1 PDF MS-22 MS-232 PDF MS-25 DOE-25 TRAINING-SCHOOLS PDF Proposed Budget Estimated Revenues Proposed Appropriations PDF MS-24 MS-434 Re-estimate Revenues Tax Rate Setting Tax Rate Setting Warrant

1. Getting Started/Budgets (You are here!) 2. Appropriations 3. Tax Rates NovDecJanFebMarAprMayJunJulAugSepOct Getting Started/Budgets Appropriations Tax Rates Training Calendar

1. Software overview 2. Logging in 3. Home screen 4. Budget home 5. Drafting warrant articles 6. Generating/submitting budget 7. Printing/exporting budget document

 Manage all data and forms  Draft warrant articles & budget documents ◦ Enhanced pre-review functionality ◦ Automatically generate budget document with previous year data inserted  Appropriations ◦ Single click functionality to convert proposed appropriations to actual appropriations ◦ Log vote counts and amendments  Tax rate setting ◦ Alter values to see impact to rate  Reporting & data exports

 Software system is web based and can be accessed from any computer, tablet or phone with an internet connection ◦ Optimal performance in the following browsers;  Google Chrome  Microsoft Internet Explorer 9 or newer  Apple Safari

 Administrators can create other users ◦ Administrators ◦ Users ◦ Viewers  DRA will issue each entity one (1) administrator credential  Fill out web form to get administrator account

 Where to find form ◦ DRA website ◦ T2 website  Account will be created and temporary credentials will be issued ◦ Via two s  First contains site access link and username  Second contains password

 One Time Setup ◦ Password (min spec)  8 Characters  1 Capital letter  1 Lower case letter  1 Number  1 Symbol  Challenge question

1. No longer manually filling out a budget form 2. Budget process is 100% software driven 3. No longer manually filling out a budget form

Town Meeting Info Software MS-636 PDF MS-636 Excel MS-636 Word MS-636 Software WA #2 Warrant Article Drafting & Budget as Proposed Appropriations Conversion and Submission Software WA #1 Software MS-232 PDF MS-232 Excel MS-232 Word MS-232 Software WA #3

Town Meeting Info Software MS-26 PDF MS-26 Excel MS-26 Word MS-26 Software WA #2 Warrant Article Drafting & Budget as Proposed Appropriations Conversion and Submission Software WA #1 Software MS-232 PDF MS-22 Excel MS-22 Word MS-22 Software WA #3

 DRA will give optional and required changes  User can designate that they have made changes  DRA can acknowledge change

 Following the completion of Warrant Article drafting the user can prompt the system to ◦ Generate budget from warrant articles ◦ Pull prior year values (editable) ◦ Submit as “final” for annual meeting  Notes ◦ Only submit once all warrant articles have been drafted ◦ Once submitted, warrant articles can not be edited ◦ MS-737 supplemental schedule

 Budget as Proposed forms must be printed and posted ◦ Form can be output to PDF, MS Word and MS Excel ◦ Condensed format for printing  Note ◦ Singed, posted copy must still be sent to DRA 20 days after annual meeting

 Help Videos ◦ user manual ◦  Municipal advisor  T 2 staff