In 2013 T2 was hired to re-engineer the Property Tax Rate Setting software utilized by DRA and...
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Transcript of In 2013 T2 was hired to re-engineer the Property Tax Rate Setting software utilized by DRA and...
DRA Municipal Services
Tax Rate Setting Software
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
Software Development
MS-1
MS-232
MS-535
WarrantWarra
ntWarrantWarra
nt
BASIC PROCESS-TOWNS/CITIES
PDFPropose
d Budget
Estimated Revenues
ProposedAppropriatio
ns
MS-434
Re-estimate Revenues
Tax Rate
Setting
MS-1V
MS-232
MS-535
WarrantWarra
ntWarrantWarra
nt
BASIC PROCESS-VILLAGES
PDFPropose
d Budget
Estimated Revenues
ProposedAppropriatio
ns
MS-434
Re-estimate Revenues
Tax Rate
Setting
MS-1
MS-22PDF
MS-25
WarrantWarrantWarran
tWarrant
BASIC PROCESS-SCHOOLS
PDFPropose
d Budget
MS-26MS-26cMS-27
Estimated Revenues
ProposedAppropriatio
ns
MS-24
Re-estimate Revenues
Tax Rate
Setting
Training Session 1
Training Session 2
Training Session 3
MS-1
PDFMS-22MS-232 PDF
MS-25DOE-25
TRAINING-SCHOOLS
Proposed
Budget
Estimated Revenues
ProposedAppropriatio
ns
PDFMS-24MS-434
Re-estimate Revenues
Tax Rate
SettingWarrantWarrantWarran
tWarrant
1. Getting Started/Budgets (You are here!)2. Appropriations3. Tax Rates
Software Training Sessions
Nov Dec Jan Feb Mar Apr May
Jun Jul Aug Sep Oct
Getting Started/Budgets
Appropriations
Tax Rates
Training Calendar
1. Software overview2. Logging in3. Home screen4. Budget home5. Drafting warrant articles6. Generating/submitting budget7. Printing/exporting budget document
Session 1: Getting Started/Budgets
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 Overview
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
Software Overview
LOGGING IN
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
Credentials
Where to find form◦ DRA website◦ T2 website
Account will be created and temporary credentials will be issued◦ Via two emails
First contains site access link and username
Second contains password
Administrator Account Web Form
Logging in
One Time Setup◦ Password (min spec)
8 Characters 1 Capital letter 1 Lower case letter 1 Number 1 Symbol
Challenge question
Logging in
HOME SCREEN
DRAFTING WARRANT ARTICLES
1. No longer manually filling out a budget form
Three important facts
2. Budget process is 100% software driven
3. No longer manually filling out a budget form
Town Meeting
Info
Warrant Article Drafting for Town
Software
MS-636
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
MS-232
Excel
MS-232
Word
MS-232
Software
WA #3
Town Meeting
Info
Warrant Article Drafting for School’s
Software
MS-26
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
MS-22
Excel
MS-22
Word
MS-22
Software
WA #3
PRE-REVIEW
DRA will give optional and required changes
User can designate that they have made changes
DRA can acknowledge change
Pre-Review
GENERATING & SUBMITTING BUDGET
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
Generating Budget Forms
PRINTING BUDGET FORMS
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
PrintingBudget Forms
Help Videos◦ www.t2.unh.eduComplete user manual◦ www.revenue.nh.gov/msmanual
Municipal advisor T2 staff
Resources
QUESTIONS
