2021 07 12 MCTO BOS PRESENTATION.PDF

ULTIS Phase II – Property Tax Status - 7/1/2021
• Purchase transaction completed with Pinal County
Install TROCS • Pinal County software received, backed up, & new version installed
• Deployed application code, SSRS reports and SSIS packages to the server
• Data Migration Workstream kick off
Prepare ULTIS Property Tax (TROCS) • Technical enhancement workstream kick off (resource starting 7/16)
• Preparation of Pinal County provided documentation & training materials for Maricopa
County consumption
• End User training sessions
• End User business requirement reconciliation sessions
Complete Hands-on Business • Business requirement gap assessment
Requirement Reconciliation* • Confirms what we need to build
& Re-planning • Confirmation of level of effort, budget, & deliverables
• Budget & timeline realignment, including Grant Thornton contract amendment
• Obtain approval to proceed with Property Tax Phase
• Terminate Aumentum Technologies contract
Property Tax delivery through • Development & testing of business software gaps
deployment • Parallel Certified Tax Rolls
• User Acceptance Testing, End to End Testing, Deployment
* Assessment of Pinal accounting functionality will be performed for comparison to the Microsoft Upgrade 1

ULTIS Phase II – eGov, EDMS (OnBase), & Warehouse Status
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These are some of the examples how ULTIS functionality is being implemented in a phased approach, allowing for
the benefits of the new functionality to be utilized in production now!
• Electronic Document Management (OnBase) - Phased implementations
• Client Services Cashiering & Tax Services in production
• Financial Services & Investment documents have been moved up in schedule and are planned to start
by end of July 2021
• ULTIS Data Warehouse - Phased implementations in production
• Assessor data
• Legacy property tax data
• School Superintendent (MCSS) production data feeds now generated from ULTIS Data Warehouse
• Treasurer Website (eGov) - Potential phased implementations
• Corporate Services in User Acceptance Testing
• 100+ features delivered in staging
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ULTIS Phase II – Grant Thornton Amendments #11 & #12
• Amendment # 11
• Realign resource assignments to mitigate impact to project deliverables
• Property Tax placed on hold 3/2020
• Treasurer Office key business resources impacted by COVID19
• Correct Grant Thornton travel accounting adjustment made in Amendment #8
• No cost
• Amendment # 12
• Increase Data Analyst / Quality Assurance Manager resource duties
• Extends Quality Assurance Manager resource through 9/30/2021
• No cost
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