Govern Software Product Suite Overview

1-101-001-Overview GovernEducation Program

Prepared by Michelle Gagné, R&DVersion 1.1 , Jan 2013

Course Overview Course Description

Govern Software Product Overview Concepts, Modules & Functionalities The Life of a Tax Dollar (A funny story)

Course Logistics 45 Minutes Presentation Question Period and Quiz

Intended Audience All business units, new employees

Keywords / Tags Course 101, Govern Software, MS Govern, Govern

Suite, Overview, CAMA, TAX

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Course Goals To Learn, Learn, Learn To Get or Revisit the Mission To See the BIG Picture!

What we do, where do we come from… To Understand the differences between the

application suites

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Course Plan

1. Introduction (Company/Product Overview)2. Modules and Functionalities3. The life of a Tax Dollar$4. Questions & Quiz

Intro - 4

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1. IntroductionCompany / Product Overview

Company

Harris Computer Systems Local Government Software from A to Z

MS Govern Company Specialized in CAMA & TAX Company Business Units

R&D Support

Hot line, Maintenance, Documentation Professional Services

Technical Service Project Management Business Analysis

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ProductSoftware Solutions (CAMA/TAX)

Property Control & GIS integration Land Management (Permits, Inspections, Complaints, Workflow…)

Appraisal (Residential, Commercial, Income, Comparable Sales…)

TAX Assessment & Billing (Real Estate, Personal Property, Self Reported Tax, Motor Vehicle, Boat…)

Special Assessment Accounts Receivables Etc.

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Industry

Local Government Municipalities (Cities, Towns, Villages), Counties, Provinces, States

To be more specific: Assessors (Appraisal and/or Assessment), Auditors and Commissioners… Tax Collectors, Revenue Agencies Directors (Canada), Mayor’s office

personnel, Public Work Directors… Legal Clerks, Code enforcers, Inspectors…

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History

1980

2005 2008 2009 2009 2010 2011 2012 2013 2014 …

Govern Software Financial & Land

Management (Wang, Unix, Windows, .NET…)

MS Govern become a division of Harris

Computer Systems, Inc.

Govern Open Forms Technology Foundation

Govern Open Forms Accounts Receivable,

Cash Collection and Self Reported Tax/ Integration

of Silverlight GIS platform and INovah

(Collection tools)

Govern Open Forms Property Control & Name

Management

CAMA Mobile Data Collection/Inspection

Govern Open Forms

Real Estate Taxes & Assessment

OF Mass Appraisal

(CAMA, Income, Sales...)

Govern

OFD

Personal Property Taxes

AR BankruptcyBusiness Entity & Model Designer

Govern Net Admin

E-Government Portal is lunched

Open Forms (OF) Land Management (Permits

& Inspections) Export TOOLS

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AppraisalCAMA

CAMA, INCOME, COMP SALES, MRA, etc.

Positioning

Mass AppraisalCAMA, Income, MRA, Sales

Tax Billing & Collection(Real estate, Personal Property, Motor Vehicle, etc.)

Permits &Inspections

Zoning & RegulationsHazards…

Customer Management

Licensing

Complaints & Work orders

Etc.

Miscellaneous Billing

Deeds & Document Management

E-Government Services

Utility Billing & Infrastructure management

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Land ManagementPermits & Inspections, Code Enforcement,

Complaints, etc.

Property Control

Accounts Receivables & Collection

Tax Billing &Assessment

Real estate, Personal Property, Boat, Motor Vehicle, etc.

Special AssessmentSpecial Projects, Infrastructures, Utilities, etc.

Self Reported Tax

Customers

USA & CANADA USA – Municipal (Cities, Towns, Villages…)

Almost all states (except Hawaii and ?) Very hot in North Eastern States and huge in Long Island NY

South Hampton, East Hampton, Hempstead, North Hempstead, Huntington…

Very busy in the Silicone PrairiesCity of Minneapolis (Min)

USA – Regional (Counties, Boroughs)Erie County NY, Allegheny County PA (ALG), City Borough of Juno (CBJ) …

Canada – Municipal & RegionalCity of Winnipeg (WPG), Ville de Terrebonne …

Prince Edward Island (PEI), Saskatchewan (SAMA), St-Johns New Brunswick..

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Promise

Data Harmony Integration with various database servers, data

formats and communication protocols…

Interoperability Enterprise-wide tools

Centralized Notes, Multimedia, Work load, Messaging, e-Government, Mobility, GIS…

Corporate Security & User Audits Integration with specialized 3rd party tools and

applications

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Promise (cont.)

Flexibility Customization by Department/Service Profiles to mimic

real life organization Models, Functions, Searches, Queries, Validation,

Reports, Security…

Ease of use Administrators Users Citizens

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Concepts (Foundation)

Centric data model Parcel & Non-Parcel

80% of the data can be positioned on earth

NameThe same name can be an occupant, a property owner, taxpayer, utility customer, contractor, electrician, small business owner…

Building

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Concepts (cont.)

Time Dimensional data modelthe 4th Dimension

Fiscal Year ID Frozen ID (Snapshot)

Certified Value (Approved assessment & tax roles) Sale (Characteristics at the time of sale) Audits (Appeals, New Construction…) Split Merge

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2. Govern SuiteApplications & Modular Functionalities

Apps

Govern.net Open Forms (.net) Deployment Tools

Deploy-EZ, Validator, Model Updater, Govern Theme Builder, Import/Export Tool (Admin)…

Applications (version 4.7 & 5.1) Govern .NET(container), Admin (GNA), Security Manager (GSM) BED and MOD / Open Form Designer (OFD) version 5.1 Batch Service Console

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Apps (cont.)

Govern for Windows (Visual Basic) (Windows and Unix) version 10.7

Govern, Admin, Batch…

Govern e-Government (IIS)3rd Party Integration

Reporting (Crystal Report, SQL Reporting Services…) GIS (Govern Silverlight, GovView, ArcGIS, JMAP…) Harris Gateway Software Cash Collection Cost Calculators Etc.

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Integration: Embedded in code (Custom Controls, Action buttons…) or through Services (PC API Web Service…) and/or System Interfaces.

Modular Functionalities

CAMA Mass Appraisal

Tax Assessment

E-GOV

Property Control Name &

Address

Cash Collection

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Property Control

Property (P_id) Parcel & Non-Parcels Area (Zoning, Neighborhood, School District, Flood

Zone) Legal Information Split Merge & Parcel Genealogy Site & Project Deeds & Sales Parcel to Name Linking (owners, sellers, occupants,

contractors, inspectors, mailing index owners, mortgage companies, etc.)

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Name & Address

Name (NA_id) Name & Address (Individual/Company)

Type (Business, e-Gov Gold Account…) Account no. (Business ID, e-Account ID…)

Formatted Mailing Address Free Form Lines 3rd Party Address Validation (Mélissa)

Name to Name Linking(owner, business, DBA, assessable party, occupant, legal…)

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Land Management

Process (PM_id, CO_id…) Type (Permit, Inspection, Hearing, Complaint,

Hazard…) Steps & Activities (Branching, Scheduling,

Reminders…) Link to:

Property (P_ID, Projects, Sites, Subdivisions…) Name (NA_ID of Inspectors, Appraisers, Owners,

Occupants, Contractors, Name Groups …) Process ID (i.e complaints, violation…)

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Mass Appraisal

Property (P_ID) or Building (ID & Seq.) Property MA Master information (value by) Site(s) information (mixed used) Building(s) info Area & Legal Cost Land, Building, Miscellaneous Structures Income (DIR & GRM) Sales and Comparable Sales Multiple Regression Analysis Business Assessment (Occupancy & Vacancy) Name Linking (Legal Business to Owner, Occupant,

Modelers, Assessors, etc.

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Tax Billing & Assessment

P_ID & NA_ID Assessment (Real Estate, Personal Property, Motor

Vehicle, Boat, Air Craft) Tax Levies Tax Exemptions (property & name) Tax Exemptions linked to Levies Link to names

Mailing Index (Owner, Mortgage, Third party…) Tax Bills (Owner, Mortgage, Third party…) Tax Collection Service Organisations (TSO)

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Accounts Receivables

P_ID, NA_ID, Process_ID (AR_ID) Permits & Fees Special Assessment Real Estate & Personal Property Taxes Utility Billing (Water / Sewer…) Self Reported Taxes Mailing Index (Taxpayer)

Tax Service Organizations

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4. The story of a Tax Dollar Life and hardship of a Tax dollar

At The Beginning …EARTH!

Slide 27 Image from NASA/NSSDC provided by www.freeimages.co.uk

BIGBANG!

... The First Forest

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… The Dinosaurs

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… The Human Ancestor

Lucy fosille found in 1974

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… The Homo Sapien Technology

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… The End of The Ice Age

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… The Modern World

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… The People… The Rulers

of the LANDEmperors,

Kings and Kingdoms,Governments…

… The Cadastre… the link between Land and ONETAX$

Definition: also pronounced Cadaster

Official Statement of the quantity and value of real property made for the purpose of justly apportioning the taxes payables on such property.. [from French, from Provençal cadastro, from Italian catastro, from Late Greek katastikhon register, from kata stikhon line by line, from kata (see CATA-) + stikhos line, STICH]

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…The Parcel

Genealogy

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…. The Taxes

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Branching Strategy

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References Photo of Earth Image from NASA / NSSDC

Provided by www.freeimages.co.uk Photo of the Grey Nuns (Montreal Archive)

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