VERMONT IPTMS PROJECTKICKOFF MEETING4/29/2020 AND 4/30/2020

WELCOMEPROPERTY VALUATION & REVIEW DIVISION: NEW GRAND LIST SOFTWARE Q&A

• Presenters:• Jill Remick, PVR Director• Patrick Santoso, Principal, Axiomatic

• Q&A:• Christie Wright, Field Director• Lorraine Siciliano, Municipal Systems Coordinator

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GROUND RULES & LOGISTICSIPTMS KICKOFF MEETING

• You will be muted for this webinar.• Questions welcome. Please use the questions

bar to type in your question.• We will complete our presentation & spend the

majority of our time answering questions.• The Webinar will be recorded and posted.• Additional sessions will be scheduled.

• Thank you VLCT for hosting!

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AGENDA

• Jill Remick• Announcement• Overview of Project• Timeline• Resources (web page)

• Patrick Santoso• Introduction• Project Methodology

• Q&A• Your Questions Answered

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ANNOUNCEMENT

• Contract between State of Vermont and Axiomatic, LLC for Grand List Software is signed

• Business as Usual for Towns 2020, 2021• State and Axiomatic collaborating remotely• Cost: $1.6 million for 5 years

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WHAT IS CHANGING?•Immediate, real-time interaction between state and local users•Automation of multiple processes•Reports and dashboards for public and transparency•Workflows, checklists and reminders for infrequent issues•In-person and regional training, materials online, video explanations, 24-7 help desk support•Connectivity options for all towns•Login from any computer, home or office•Updates on trends and improvements in valuation•GIS integration

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WHAT HAPPENS TODAY?•Current, active contract with NEMRC to provide Grand List Software and CAMA software through July 2022.•Business as usual!•Continued work to assess 100s of functional requirements to ensure we get the product we need.•Committee of Town Representatives & Pilot Towns to be convened

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TIMELINE & RESOURCES2020 2021 2022

Planning

Development & Configuration

Testing

Data Conversion

Deployment

Reinforcement

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TIMELINE & RESOURCES

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AXIOMATIC OVERVIEW

AXIOMATICFAIR AND EQUITABLE STARTS HERE

• Founded in 2014 specifically to serve the software and services needs of property tax oversight agencies

• Professional Services division provides our clients with a variety of professional services to local gov, regional gov, state gov, B2B and Universities

• Engaged in the property tax community through through IAAO and FTA

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Property 585 Billion in 2018

36% Increase in 10 years

3% of Annual IncomeTax

Reference : US Census Bu reau

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Property

Tax Cycle

Ratio Studies

Equalization

Annual Certification

Support

Utility Valuation

TIF Mgmt.

Centrally Assessed Property

Statewide CAMA& GIS

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Ratio Studies

Equalization

Annual Certification

Support

Utility Valuation

TIF Mgmt.

E-File

Statewide CAMA& GIS

Centrally Assessed Property

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IPTMS PROJECT VISION

MISSION STATEMENTINTEGRATED PROPERTY TAX MANAGEMENT SYSTEM

Configure and deploy an enterprise information system for the

taxpayers of Vermont to ensure fair and equitable taxation.

Enforce Statutory Compliance Meet Stakeholder’s Needs

Consolidate Systems & Data Geospatially Enable PVR

Data Access & Transparency Integrate National Standards

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OVERSIGHT PROCESSPRELIMINARY SCOPE

eCuse

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eCuse

OVERSIGHT PROCESSPRELIMINARY SCOPE

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eCuse

OVERSIGHT PROCESSPRELIMINARY SCOPE

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eCuse

OVERSIGHT PROCESSPRELIMINARY SCOPE

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VERMONT PROPTAX CONFIGURATIONINTEGRATED PROPERTY TAX MANAGEMENT SYSTEM

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PROJECT METHODOLOGY

STAKEHOLDERSIPTMS KICKOFF MEETING

• Department of Taxes

• Agency of Digital Services

• Cities & Towns

• VALA

• Vermont League of Cities & Towns

• Vendors

DepartmentOf Taxes

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PROJECT METHODOLOGYVERMONT IPTMSPlanning

• Project Initiation

• Communication Plan

• Existing Process

• BPR

• Technical Docs

Development & Config

• Coding

• Unit Testing

• Demonstrations

Testing

• UAT

• Installation

• Integration

• Security and Penetration

Data Conversion

• ETL Development

• Data Samples

Deployment

• Cut-Over

• Go-Live

Training & Reinforcement

• Training Sessions

• Training Portal

• Help Desk

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TRAINING & REINFORCEMENTPROJECT METHODOLOGY

• Internal training• UAT• Pre-deployment• Post-deployment

• External training• Live• Web-based

• Online knowledge base

• Helpdesk Support

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QUESTIONS AND DISCUSSIONVERMONT IPTMS