FY 2024 BUDGET PRESENTATION - D430.PPTX
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Name : Title : Date FY 2024 Budget Request John M. Allen, Treasurer Ingrid J. Garvey, Chief Deputy Treasurer Jordan P. Dale, Chief Of Staff January 25, 2023 Accomplishments • Collaborated with the Assessor and Recorder’s Offices on shared processes • Scanned and indexed 200,000+ pages into OnBase • Reorganized and centralized email inboxes to improve citizen response practices • Worked with MCSO to eliminate the backlog of mobile home uncollectible accounts • Completed several office moves during construction, and combined the front desk • Implemented the Treasurer’s Advisory Board for review of investment practices • Increased security to the Treasurer’s ballot vault • Recorded Taxpayers’ Information Fund transactions in County accounting system • Met internal milestones for the IT system implementation projects Goals Going Forward • Review and implement utilization of system data for performance metrics • Continue to meet milestones for IT system updates • Reduce undeliverable mail by reviewing and correcting USPS mailing addresses • Standardize email correspondence for citizen questions • Utilize STAR Call Center statistics to improve the citizen experience • Update the Treasurer website (eGov) to focus on user-friendliness • Review opportunities to diversify the investment portfolio • Recruit for difficult to fill IT contractor positions FY 2024 Budget Request • No General Fund Operating requests above the base budget • Capital Budget • No new funding requests • Carryforward any unspent FY 2023 funds to FY 2024 • $400,000 mailing contingency carryforward General Fund Operating Budget • Treasurer’s Office received $500,000 ongoing appropriation increase for FY 2023 • Utilize OET environment rather than purchasing servers and data storage • Collaboration with OET to migrate environment into private cloud OET Consumption Model Capital Improvement Projects • Total multi-year budget of $35.6 million • $23.0 million spent as of December 31, 2022 • $12.6 million remaining for capital project • Maintain data on over 1.8 million parcels • Build certified tax roll • Process property tax payments • Interface with Assessor GAMA system Property Tax Software Update (TTSU) Capital Improvement Projects • Total multi-year budget of $10.5 million (including project reserve funding) • $7.2 million spent as of December 31, 2022 • $3.3 million remaining for capital project • New website (eGov) • Utilizing contractors for user interface/user experience (UI/UX) • Website will offer new features and improved functionality Website, OnBase, and Data Warehouse (TTS1/PRSC) Capital Improvement Projects • Total multi-year budget of $4 million • $0.8 million spent as of December 31, 2022 • $3.2 million remaining for capital project • Replacing Microsoft Dynamics AX 2012 software • Used to track fund balances as well as incoming/outgoing monies • Will no longer be supported by Microsoft • Using Pinal County software solution • Fully integrated with property tax software • Journal entries, general ledger, and chart of accounts functionality Accounting Software Update (DYUP) Thank You John M. Allen, Treasurer Ingrid J. Garvey, Chief Deputy Treasurer Jordan P. Dale, Chief Of Staff January 25, 2023