GenTax Upgrades Collections / Bankruptcy

1
GenTax UpgradesCollections / Bankruptcy

• Implementation Certification Presentation
• 05/27/09
• Project Certification Committee

2
Collections / Bankruptcy

• Description
• The collections upgrade will provide a system
  that will eliminate many of the manual functions
  currently practiced such as automating the
  assignment of collection cases, will upgrade the
  collection functionality to redesign collection
  stage flows, will allow for a single collection
  to track debt for multiple linked accounts,
  provide improved reporting capabilities
• Electronic Bankruptcy Notification (EBN) is a
  system designed to electronically notify all
  affected debtors and creditors about new
  bankruptcy petitions, confirmed plans, court
  hearings, dismissals and discharges nationwide.
  An upgrade to the bankruptcy manager to include
  EBN allows some current manual actions to be done
  systematically upon receipt of electronic
  notification. It will also eliminate the lag time
  currently happening and will ensure that
  taxpayers that are in bankruptcy are not
  contacted for collections once they file
  bankruptcy - which is required by federal
  bankruptcy statutes.
• Justification
• Leveraging existing GenTax functionality for
  collections, bankruptcy and security of new
  system functions
• Part of Fair Share ROI initiative.

3
Collections / Bankruptcy

• System Requirements and Design Specification
• Redesign Collection Stage Flows and Add
  Customer-level Collections
• Automate Collections Assignments and Create New
  Payment Plans Functionality
• Conversion of Existing Collection Data
• Create Bankruptcy Cases and Maintain Filing
  Periods
• Add Bankruptcy Claims and Custom Penalty and
  Interest Calculations
• Create Bankruptcy Case Letters
• Track Bankruptcy Activities, Display Assigned
  Cases, Close Bankruptcy Cases, Support Electronic
  Bankruptcy Notification (EBN)
• Knowledge Transfer

4
Project Timeline

• Total project implementation twelve (12) months

5
Appropriations

• FY10 1,182,500
• Funding source Laws of 2009, Chapter 124,
  Section 7, Item 2
• Requesting 1,075,000 for Project Implementation
  Phase

6
DoIT System Impact

• Use existing hardware and software residing at
  DoIT Data Center
• Production implementation of Collections
  Upgrade/Bankruptcy-EBN project will not impact
  DoIT handled by TRD in same fashion as all
  other GenTax project moves
• No additional system impact on network

7
Security Strategy

• Utilizes current GenTax security structure
• Groups
• Functions
• Roles
• Incorporated into current TRD backup schedule
• Full backups completed twice a week
• Differential backups taken other five days
• Full backups stored on tape once a week
• All GenTax systems housed at DoIT data center
• All transmitted data encrypted

8
Conclusion

• Collections Upgrade/Bankruptcy-EBN will be more
  effective in automating some of the current
  manual processes
• Implementation of Collections Upgrade/Bankruptcy-E
  BN will help meet requirements set forth by
  federal bankruptcy statutes
• Collections Upgrade/Bankruptcy-EBN will maximize
  the State of New Mexicos investment in the
  GenTax application