Oakland County Department of Information Technology Project Scope and Approach

Transcription

1 Oakland County Department of Information Technology Project Scope and Approach Project Name: AAT Upgrade Post Implementation II MYSA Project ID: D97125MY Leadership Group: Land Department: Equalization/Treasurer s Office Division: Equalization/Tax Admin Project Sponsor: Dave Hieber & Jody Defoe Date Requested: 07/08/2015 PM Customer No. 125/71110 Request Type: New Development Enhancement Customer Support Planned System Maintenance or Upgrade IT Team Name: Assessing & Taxation IT Team No: 9 Project Manager/Leader: Connie Logan Account Number: Account Description: Assessment & Tax Customer Name: Equalization/ Treasurer s Office Grant Funded? Yes No Mandate? Yes No Mandate Source: Project Goal To work with BSA to receive the web services updates so the public can recieve Special Assessment information on the Delinquent Tax statement via Property Gateway and IVR. Business Objective To complete the last four scope items - GIS deployment, MYSA web services, Mainframe retirement, and Countywide database - so that the remaining work can be completed for the AAT Upgrade program. Major Deliverables Detailed Project Plan Application and/or System Requirements Technical Design Document Technical Architecture Diagram Training Plan User Acceptance Test Plan Implementation Plan Training/User Manual(s) Application Code Service Level Agreement Disaster Recovery Toolkit Service Center Knowledge Documents Approach Form Rev. 05/08/2012 Page 1 Project Rev. 7/11/2016

2 Oakland County Department of Information Technology Project Scope and Approach Project Name: AAT Upgrade Post Implementation II MYSA Project ID: D97125MY Develop Detailed Project Plan Review current business process and conduct needs assessment with customer, ensuring current manual processes are refined and automated. Document system requirements Determine and document system architecture and diagram Assess User Hardware and Software Requirements Conduct Tech Review Order hardware and software if needed Develop Implementation Plan Develop new system Develop User Acceptance Test Plan Test new system Acquire User Acceptance Sign off Attend CAB Develop User Documentation, SLA, Disaster Recovery Toolkit, Service Center Knowledge Documents Train users on new system Release new system into production Research & Analysis Gartner Research Recommendation Research Conducted Nothing found. NACo Application Store Research Conducted Nothing found. Benefits See Return on Investment (ROI) Analysis Document Impact Number of Users >1000 Divisions Equalization, Treasurer s Office, CVT s, Property Gateway Users Leadership Groups Land Form Rev. 05/08/2012 Page 2 Project Rev. 7/11/2016

3 Oakland County Department of Information Technology Project Scope and Approach Project Name: AAT Upgrade Post Implementation II MYSA Project ID: D97125MY Risk Business Environment Medium - Project will require some changes to existing business processes. Technical Environment Medium - previously implemented technologies with new aspects and/or new requirements. Assumptions Staffing IT Staffing: resources will be available for the hours indicated per the attached project plan. Other Staffing: additional staffing will be available as follows: Role Name Hours per Day Project Sponsor Dave Hieber As Needed Project Sponsor Jody DeFoe As Needed Facilities IT facilities will be available as needed Technical Funding Miscellaneous Resolution #12190 Other Priority TBD Form Rev. 05/08/2012 Page 3 Project Rev. 7/11/2016

4 Oakland County Department of Information Technology Project Scope and Approach Project Name: AAT Upgrade Post Implementation II MYSA Project ID: D97125MY Constraints Exclusions Form Rev. 05/08/2012 Page 4 Project Rev. 7/11/2016

5 Oakland County Department of Information Technology Project Scope and Approach Project Name: AAT Upgrade Post Implementation II MYSA Project ID: D97125MY PROJECT PHASE AUTHORIZATION Phase(s): Project Management, Define Business Requirements, Develop Application, Implmentation and Post Implementation Support Total Estimated Application Services Hours: 840 Cost: $115,920 Total Estimated Technical Systems Hours: Cost: Total Estimated CLEMIS Hours: Cost: Total Estimated Internal Services Hours: Cost: IT Application Services Division Manager Approval: IT Technical Systems Division Manager Approval: IT CLEMIS Division Manager Approval: IT Internal Services Division Manager Approval: Date: Date: Date: Date: IT Management Approval: Approved: Yes No Date: Reason: Project Sponsor Approval: Title: Date: PROJECT SUMMARY Authorized Development (see above) Hours: 840 Cost: $115,920 Previously Approved Development Hours: Cost: Preliminary Estimated Development for Future Phases Hours: Cost: Grand Total Estimated Development Hours: 840 Cost: $115,920 Form Rev. 05/08/2012 Page 5 Project Rev. 7/11/2016

6 Oakland County Department of Information Technology Project Scope and Approach Project Name: AAT Upgrade Post Implementation II MYSA Project ID: D97125MY Customer Acceptance of Product: PROJECT COMPLETION AUTHORIZATION Title: Project Office Review: Date: Date: Form Rev. 05/08/2012 Page 6 Project Rev. 7/11/2016

7 3.1 - Provide an Enhanced Application Service Offering Information Technology Strategic Plan Alignment D97125MY - AAT Upgrade - Post Implementation II - MYSA Increased application integration and standardization through web services Integrate mobility and location based services in business applications Promote and utilize shared services through the use of cloud technologies to offset costs and expland product offerings to customers Increase the agility and responsiveness of business units by expanding customer analytics Leverage the County's web presence as a branded consolidated point of access to all County information and services Centralize and standardize identity and access management for all applications and content Improve the quality, reliability, and availability of all applications X Enhance ability to provide effective and timely customer service Advance the use of IT Infrastructure Library (ITIL) best practice framework for IT Service Management Implement Configuration Management Database to better identify IT Assets Provide a high-quality training program to empower employees through technology Utilize a formalized customer communication plan Build IT Staff expertise through professional development Expand capacity through ongoing organization review and right sourcing Implement a Standardized Infrastructure Strategy Deliver services using a standardized shared technology infrastructure whereever possible Implement a consolidated security management strategy Develop and implement a policy for personally owned devices and services X Improve service availability through network design and management strategies Enhance capacity planning and recovery managment strategies Adopt an enterprise architecture approach to technology planning, design, and implementation Run Date 5/17/2016 Page 1 of 1

8 Project Summary Description Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Total Benefits/Savings: Tangible Benefits Subtotal: Cost Avoidance Subtotal: 0 971, , , ,434 1,000,648 4,871,774 Costs: Development Services Subtotal: 1,443,434 1,336, , , , ,726 5,625,734 Hardware Subtotal: Software Subtotal: 455, , , , , ,587 1,831,684 Infrastructure Subtotal 168,870 8,934 8,934 8,934 8,934 8, ,540 Training Subtotal: 125, ,910 Other Subtotal: Annual Statistics: Annual Total Savings 0 971, , , ,434 1,000,648 4,871,774 Annual Total Costs 2,194,020 1,799,525 1,048, , , ,246 7,796,868 Annual Return on Investment (2,194,020) (828,402) (98,565) 140,468 27,025 28,402 (2,925,093) Annual Costs/Savings Ratio 0.00% % % 85.47% 97.25% 97.16% Project Cumulative Statistics: Cumulative Total Savings 0 971,123 1,921,135 2,887,692 3,871,126 4,871,774 4,871,774 Cumulative Total Costs 2,194,020 3,993,546 5,042,123 5,868,213 6,824,621 7,796,868 7,796,868 Cumulative Return on Investment (2,194,020) (3,022,423) (3,120,988) (2,980,521) (2,953,495) (2,925,093) (2,925,093) Cumulative Cost/Savings Ratio 0.00% % % % % % % Year Positive Payback Achieved State or Federal Mandate? Signatures: NO PAYBACK Benefits Reviewed By Project Sponsor Date: Costs (including IT Resources) Reviewed By Information Technology Project Manager Date: ROI AAT System Replace.xls/Project Summary Page 1 REV: June 27, 2011

9 Savings Detail Benefit/Savings Description Project Savings Category Budget Category/Funding Source Unit Desc Units Rate per Unit Total Savings Annual Multiplier Reduction in Equalization time working with separate County Pervasive and.net Databases. (1 hr. per week) Cost Avoidance HR , Reduction in Treasurer time working with separate County Pervasive and.net Databases. (1 hr. per week) Cost Avoidance HR , Reduction in IT Staff time due to elimination of all manual data transfer processes. (2 hours per week) Cost Avoidance HR , Migration to a modern, relational database system will reduce IT time spent on preventative maintenance. Cost Avoidance HR , Expected security improvements regarding a multi-cvt database will save IT time by allowing CVT power users to address standard user privileges. (1 hour per week) Cost Avoidance HR , Reduction in IT time monitoring and reacting to application patch problems. Average: 4 hours per week Cost Avoidance HR , Reduction in Equalization's time monitoring and reacting to application patch problems. (.5 hours per week) Cost Avoidance HR Reduction in County Treasurers time monitoring and reacting to application patch problems. (.5 hour per week) Cost Avoidance HR Reduction in IT time due to improved Freeze processing. (BOR and EOY) Cost Avoidance HR , ROI AAT System Replace.xls/Savings Detail Page 2 REV: June 27, 2011

10 Savings Detail Benefit/Savings Description Project Savings Category Budget Category/Funding Source Unit Desc Units Rate per Unit Total Savings Annual Multiplier Participating CVTs have indicated a willingness to leave the County because they want the features in the BSA.NET version, Upgrading to BSA.NET will improve Assessing and Tax operations for the CVTs. Intangible Benefit HR 0 The MS SQL database used by BSA.NET is accessible by other non-bsa systems. This would expand options for integrating with external systems. Cost Avoidance HR , Year End processing efforts will improve with all CVTs using the.net version. Intangible Benefit HR 0 BSA.NET fits into the County's strategy to move to commercially standard relational databases. The current BSA - Pervasive database product does not. (Pervasive is a 25+ year old database technology) Intangible Benefit HR 0 BSA - Pervasive based products are being phased out; vendor costs to continue support would most likely increase as the BSA - Pervasive user community size is reduced. Intangible Benefit HR 0 All new feature development is now in the BSA -.NET product. Any additional features to the BSA Pervasive product will incur customization charges. Intangible Benefit HR 0 Increase customer productivity by eliminating duplicate data entry with integrated property applications. Cost Avoidance HR , ROI AAT System Replace.xls/Savings Detail Page 3 REV: June 27, 2011

11 Savings Detail Benefit/Savings Description Project Savings Category Budget Category/Funding Source Unit Desc Units Rate per Unit Total Savings Improved responsiveness to State and County deadlines as updates are available immediately when changes and updates are required by the State Tax Commission. Intangible Benefit HR 0 Annual Multiplier Ability to create report profiles for most often-run reports and ability to automatically to the recipient will Increase productivity for the CVTs. Intangible Benefit HR 0 Selection-based filters give better control over items to include in a task. As an example, the Pervasive version of Assessing only allows the selection of a range of neighborhoods for analysis. The.Net version allows a more complete, refined analysis. Intangible Benefit HR 0 The.NET version can integrate with GIS databases allowing visual analysis of the target parcel and the surrounding area. Intangible Benefit HR 0 Improved valuation of buildings by utilizing the Sketch Integration to calculate pricing for buildings instead of manually entering the data. Intangible Benefit HR 0 The Microsoft SQL database engine will be more robust and reliable than the current Pervasive database. Reducing cost for weekly database support. Cost Avoidance HR , The.Net version has enhanced features that will save personnel time during collections and tax year end processing. Cost Avoidance HR , ROI AAT System Replace.xls/Savings Detail Page 4 REV: June 27, 2011

12 Savings Detail Benefit/Savings Description Project Savings Category Budget Category/Funding Source Unit Desc Units Rate per Unit Total Savings Annual Multiplier The.NET version has audit trails to track changes down to the individual parcel, this saves time in problem solving and in correction of errors. Cost Avoidance HR , Increase customer productivity by reducing the need to switch to outside programs for GIS data. ( 10 min per day per Equal Assessor and Clerk, 45 weeks per year Cost Avoidance HR 1, , Ability to generate more efficient Assessing travel routes which will save in gas and time over previous methods Intangible Benefit 0 Remove the continued support and upgrade of the IMS server based Assessing Analysis Mapping Tool Cost Avoidance HR , Vendor Software Support Cost Avoidance EA 122, , ROI AAT System Replace.xls/Savings Detail Page 5 REV: June 27, 2011

13 Savings Detail Benefit/Savings Description Project Savings Category Affects Project ROI? Potential Savings Extensions Y1 Y2 Y3 Y4 Y5 Y6 Y1 Y2 Y3 Y4 Y5 Y6 Reduction in Equalization time working with separate County Pervasive and.net Databases. (1 hr. per week) Reduction in Treasurer time working with separate County Pervasive and.net Databases. (1 hr. per week) Reduction in IT Staff time due to elimination of all manual data transfer processes. (2 hours per week) Migration to a modern, relational database system will reduce IT time spent on preventative maintenance. Expected security improvements regarding a multi-cvt database will save IT time by allowing CVT power users to address standard user privileges. (1 hour per week) Cost Avoidance Cost Avoidance Cost Avoidance Cost Avoidance Cost Avoidance X X X X X 1, , , , , X X X X X 1, , , , , X X X X X 12, , , , , X X X X X 12, , , , , X X X X X 6, , , , , Reduction in IT time monitoring and reacting to application patch problems. Average: 4 hours per week Cost Avoidance Reduction in Equalization's time monitoring and reacting to application patch problems. (.5 hours per week) Cost Avoidance Reduction in County Treasurers time monitoring and reacting to application patch problems. (.5 hour per week) Cost Avoidance Reduction in IT time due to improved Freeze processing. (BOR and EOY) Cost Avoidance X X X X X 25, , , , , X X X X X , X X X X X , X X X X X 7, , , , , ROI AAT System Replace.xls/Savings Detail Page 6 REV: June 27, 2011

14 Savings Detail Project Savings Benefit/Savings Description Category Participating CVTs have indicated a willingness to leave the County because they want the features in the BSA.NET version, Upgrading to BSA.NET will improve Assessing and Tax operations for the CVTs. Intangible Benefit The MS SQL database used by BSA.NET is accessible by other non-bsa systems. This would expand options for integrating with external systems. Cost Avoidance Year End processing efforts will improve with all CVTs using the.net version. Intangible Benefit BSA.NET fits into the County's strategy to move to commercially standard relational databases. The current BSA - Pervasive database product does not. (Pervasive is a 25+ year old database technology) Intangible Benefit BSA - Pervasive based products are being phased out; vendor costs to continue support would most likely increase as the BSA - Pervasive user community size is reduced. Intangible Benefit Affects Project ROI? Potential Savings Extensions Y1 Y2 Y3 Y4 Y5 Y6 Y1 Y2 Y3 Y4 Y5 Y6 x x x x x 12, , , , , All new feature development is now in the BSA -.NET product. Any additional features to the BSA Pervasive product will incur customization charges. Increase customer productivity by eliminating duplicate data entry with integrated property applications. Intangible Benefit Cost Avoidance x x x x x 17, , , , , ROI AAT System Replace.xls/Savings Detail Page 7 REV: June 27, 2011

15 Savings Detail Benefit/Savings Description Improved responsiveness to State and County deadlines as updates are available immediately when changes and updates are required by the State Tax Commission. Ability to create report profiles for most often-run reports and ability to automatically to the recipient will Increase productivity for the CVTs. Project Savings Category Intangible Benefit Intangible Benefit Affects Project ROI? Potential Savings Extensions Y1 Y2 Y3 Y4 Y5 Y6 Y1 Y2 Y3 Y4 Y5 Y6 Selection-based filters give better control over items to include in a task. As an example, the Pervasive version of Assessing only allows the selection of a range of neighborhoods for analysis. The.Net version allows a more complete, refined analysis. The.NET version can integrate with GIS databases allowing visual analysis of the target parcel and the surrounding area. Improved valuation of buildings by utilizing the Sketch Integration to calculate pricing for buildings instead of manually entering the data. Intangible Benefit Intangible Benefit Intangible Benefit The Microsoft SQL database engine will be more robust and reliable than the current Pervasive database. Reducing cost for weekly database support. The.Net version has enhanced features that will save personnel time during collections and tax year end processing. Cost Avoidance Cost Avoidance x x x x x 51, , , , , x x x x x 5, , , , , ROI AAT System Replace.xls/Savings Detail Page 8 REV: June 27, 2011

16 Savings Detail Benefit/Savings Description The.NET version has audit trails to track changes down to the individual parcel, this saves time in problem solving and in correction of errors. Increase customer productivity by reducing the need to switch to outside programs for GIS data. ( 10 min per day per Equal Assessor and Clerk, 45 weeks per year Ability to generate more efficient Assessing travel routes which will save in gas and time over previous methods Remove the continued support and upgrade of the IMS server based Assessing Analysis Mapping Tool Vendor Software Support Project Savings Category Cost Avoidance Cost Avoidance Intangible Benefit Cost Avoidance Cost Avoidance Affects Project ROI? Potential Savings Extensions Y1 Y2 Y3 Y4 Y5 Y6 Y1 Y2 Y3 Y4 Y5 Y6 x x x x x 4, , , , , x x x x x 43, , , , , x 37, x x x x x 122, , , , , ROI AAT System Replace.xls/Savings Detail Page 9 REV: June 27, 2011

17 Savings Summary Benefit/Savings Description Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Total Tangible Benefit: Tangible Benefits Subtotal: Cost Avoidance: The MS SQL database used by BSA.NET is accessible by other non-bsa systems. This would improve future integration to County systems. 12,444 12,693 12,947 13,206 13,470 64,759 Reduction in Equalization time working with separate County Pervasive and.net Databases. (1 hr. per week) 1,856 1,894 1,931 1,970 2,009 9,661 Reduction in Treasurer time working with separate County Pervasive and.net Databases. (1 hr. per week) 1,856 1,894 1,931 1,970 2,009 9,661 Reduction in IT Staff time due to elimination of all manual data transfer processes. (2 hours per week) 12,942 13,201 13,465 13,734 14,009 67,349 Migration to a modern, relational database system will reduce IT time spent on preventative maintenance. 12,444 12,693 12,947 13,206 13,470 64,759 Expected security improvements regarding a multi-cut database will save IT time by allowing CVT power users to address standard user privileges. (1 hour per week) 6,471 6,600 6,732 6,867 7,004 33,675 Reduction in IT time monitoring and reacting to application patch problems. Average: 4 hours per week 25,884 26,401 26,929 27,468 28, ,699 Reduction in Equalization's time monitoring and reacting to application patch problems. (.5 hours per week) ,005 4,830 Reduction in County Treasurers time monitoring and reacting to application patch problems. (.5 hour per week) ,005 4,830 ROI AAT System Replace.xls/Savings Summary Page 10 REV: June 27, 2011

18 Savings Summary Benefit/Savings Description Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Total Reduction in IT time due to improved Freeze processing. (BOR and EOY) 7,466 7,616 7,768 7,923 8,082 38,855 The Microsoft SQL database engine will be more robust and reliable than the current Pervasive database. Reducing cost for weekly database support. 51,767 52,802 53,858 54,936 56, ,398 The.Net version has enhanced features that save personnel time such as in collections and tax year end processing. 5,712 5,826 5,943 6,062 6,183 29,725 The.NET version has audit trails to track changes down to the individual parcel, this saves in problem solving time and in correction of errors. 4,978 5,077 5,179 5,282 5,388 25,904 Increase customer productivity by eliminating duplicate data entry with integrated property applications. 17,850 18,207 18,571 18,943 19,321 92,892 Increase customer productivity by reducing the need to switch to outside programs for GIS data. ( 10 min per day per Equal Assessor and Clerk, 45 weeks per year 43,509 44,380 45,267 46,172 47, ,425 Remove the continued support and upgrade of the IMS server based Assessing Analysis Mapping Tool 37,332 37,332 Vendor Software Support 122, , , , , ,665 Existing system support and maintenance 604, , , , ,813 3,143,355 Cost Avoidance Subtotal: 971, , , ,434 1,000,648 4,871,774 Intangible Benefit: ROI AAT System Replace.xls/Savings Summary Page 11 REV: June 27, 2011

19 Savings Summary Benefit/Savings Description Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Total Upgrading to BSA.NET will improve Assessing and Tax operations for the CVTs. Participating CVTs have indicated a willingness to leave the County because they want the features in the BSA.NET version, Year End processing efforts will improve with all CVTs using the same BSA.NET version. BSA.NET fits into the County's technology roadmap. The current BSA - Pervasive database product does not. (Pervasive is a 25+ year old database technology) BSA - Pervasive based products are being phased out; costs to continue support would most likely increase as the BSA - Pervasive user community size is reduced. All new feature development is now in the BSA -.NET product. Any additional features to the BSA Pervasive product will incur customization charges. Improved responsiveness to State and County deadlines as updates are available immediately when changes and updates are required by the State Tax Commission. Ability to create report profiles for most oftenrun reports and ability to automatically to recipient will Increase customer support for municipalities fulfilling the ever increasing demands upon the day-to-day operations by their local community. ROI AAT System Replace.xls/Savings Summary Page 12 REV: June 27, 2011

20 Savings Summary Benefit/Savings Description Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Total Selection-based filters give better control over items to include in a task. As an example, the Pervasive version of Assessing only allows the selection of a range of neighborhoods for analysis. The.Net version provides greater selectivity of. GIS Integration allowing data and GIS maps to show parcels visually for analysis. Improved pricing for buildings by utilizing the Sketch Integration to figure pricing for buildings instead of manually entering the data. Ability to generate more efficient Assessing travel routes which will save in gas and time over previous methods Savings Total: 971, , , ,434 1,000,648 4,871,774 ROI AAT System Replace.xls/Savings Summary Page 13 REV: June 27, 2011

21 Cost Detail Cost Description Project Cost Category Budget Category/Funding Source Unit Desc Units Rate per Unit Total Cost Annual Multiplier Affects Project ROI? Y1 Y2 Y3 Y4 Y5 Y6 IT Hours - New Development (Implementation) Development Svcs HR 5, , x x IT Hours - Mainframe Retirment Development Svcs HR , X IT Hours - GIS Deployment & Implementation HR 1, , x x x IT Hours - Post Implementation II - MYSA HR , x x IT Hours - New Development (Implementation) - BA & USS Development Svcs HR 1, , x x IT Hours - Current Annual Support & Maintenance Development Svcs HR 4, , x IT Hours - After Implementation Support and Maintenance Development Svcs HR 3, , x x x x x Contractor Professional Services Development Svcs EA 93, ,743 x x x Package Software - Acquisition Software EA 1 298, ,972 x x x Package Software - Maintenance Software ANN 1 136, ,627 x x x x x x Term Emulation SFTW-Maintenance Software EA 1 8,325 8,325 x x x x x x Mcafee Virus Scan Software EA x Citrix Concurrent User Licenses Software EA 0 20,000 0 x x x x x x Citrix Access Gateway VPX Software EA x x x x x x Citrix Phone Support Software ANN 1 10,500 10,500 x x x x x x Server - Acquisition/Upgrade Infrastructure EA 12 10, ,000 x Server - Maintenance Infrastructure EA ,320 x x x x x x Server Sftwre - Acquisition/Upgrade Infrastructure EA ,020 x Server Sftwre - Maintenance Infrastructure 0 0 Server Rack Mount Infrastructure EA x Virtualization Software Infrastructure EA 10 2,000 20,000 x SQL SAN Storage - 100GB Infrastructure EA x x x x x x SQL SAN Storage - Tape Backup 100GB Infrastructure EA x x x x x x MS SQL Server Standard Per Processor - Includes Year 1 Maintenance Infrastructure EA 4 4,725 18,900 x MS SQL Server Standard Per Processor - Year 2 and Beyond Infrastructure EA ,784 x x x x x ROI AAT System Replace.xls/Cost Detail Page 14 REV: June 27, 2011

22 Cost Detail Cost Description Project Cost Category Budget Category/Funding Source Unit Desc Units Rate per Unit Total Cost Annual Multiplier Project Staff Training & Class Prep Training HR , x User Training Training HR , x Vendor Training Fee Training EA , x Affects Project ROI? Y1 Y2 Y3 Y4 Y5 Y6 ROI AAT System Replace.xls/Cost Detail Page 15 REV: June 27, 2011

23 Cost Detail Cost Description IT Hours - New Development (Implementation) IT Hours - Mainframe Retirment IT Hours - GIS Deployment & Implementation IT Hours - Post Implementation II - MYSA IT Hours - New Development (Implementation) - BA & USS IT Hours - Current Annual Support & Maintenance IT Hours - After Implementation Support and Maintenance Contractor Professional Services Package Software - Acquisition Package Software - Maintenance Term Emulation SFTW-Maintenance Mcafee Virus Scan Citrix Concurrent User Licenses Citrix Access Gateway VPX Citrix Phone Support Server - Acquisition/Upgrade Server - Maintenance Server Sftwre - Acquisition/Upgrade Server Sftwre - Maintenance Server Rack Mount Virtualization Software SQL SAN Storage - 100GB SQL SAN Storage - Tape Backup 100GB MS SQL Server Standard Per Processor - Includes Year 1 Maintenance MS SQL Server Standard Per Processor - Year 2 and Beyond Project Cost Category Development Svcs Development Svcs Development Svcs Development Svcs Development Svcs Development Svcs Software Software Software Software Software Software Software Infrastructure Infrastructure Infrastructure Infrastructure Infrastructure Infrastructure Infrastructure Infrastructure Infrastructure Infrastructure Potential Cost Extensions Y1 Y2 Y3 Y4 Y5 Y6 629, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ROI AAT System Replace.xls/Cost Detail Page 16 REV: June 27, 2011

24 Cost Detail Cost Description Project Staff Training & Class Prep User Training Vendor Training Fee Project Cost Category Training Training Training Potential Cost Extensions Y1 Y2 Y3 Y4 Y5 Y6 64, , , ROI AAT System Replace.xls/Cost Detail Page 17 REV: June 27, 2011

25 Cost Summary Cost Description Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Total Development Services: IT Hours - New Development (Implementation) 629, ,862 1,271,138 IT Hours - Mainframe Retirment , ,471 IT Hours - GIS Deployment & Implementation 148, , , ,785 IT Hours - Post Implementation II - MYSA 128, ,364 IT Hours - New Development (Implementation) - BA & USS 116, , ,113 IT Hours - Current Annual Support & Maintenance 604, ,022 IT Hours - After Implementation Support and Maintenance 481, , , , ,415 2,506,824 Contractor Professional Services 93,743 93,743 93, ,230 Development Services Subtotal: 1,443,434 1,336, , , , ,726 5,625,734 Hardware: Hardware Subtotal: Software: Package Software - Acquisition 298, , , ,916 Package Software - Maintenance 136, , , , , , ,762 Term Emulation SFTW-Maintenance 8,325 8,325 8,325 8,325 8,325 8,325 49,950 Citrix Concurrent User Licenses Citrix Access Gateway VPX Citrix Phone Support 10,500 10,500 10,500 10,500 10,500 10,500 63,000 Uniprint Software 1,248 1,248 Software Subtotal: 455, , , , , ,587 1,831,684 Infrastructure: Server Sftwre - Acquisition/Upgrade 4,020 4,020 Server - Acquisition/Upgrade 120, ,000 Server - Maintenance 4,320 4,320 4,320 4,320 4,320 4,320 25,920 Server Rack Mount ROI AAT System Replace.xls/Cost Summary Page 18 REV: June 27, 2011

26 Cost Summary Cost Description Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Total Virtualization Software 20,000 20,000 SQL SAN Storage - 100GB ,340 SQL SAN Storage - Tape Backup 100GB ,640 MS SQL Server Standard Per Processor - Includes Year 1 Maintenance 18,900 18,900 MS SQL Server Standard Per Processor - Year 2 and Beyond 3,784 3,784 3,784 3,784 3,784 18,920 Infrastructure Subtotal 168,870 8,934 8,934 8,934 8,934 8, ,540 Training: User Training 54,600 54,600 Project Staff Training & Class Prep 64,680 64,680 Vendor Training Fee 6, ,630 Training Subtotal: 125, ,910 Other: Other Subtotal: Costs Total: 2,194,020 1,799,525 1,048, , , ,246 7,796,868 ROI AAT System Replace.xls/Cost Summary Page 19 REV: June 27, 2011

27 Assumptions Date Assumption Description 17-Apr-12 Annual OCIT Labor for BS&A Support will be reduced as a result of this.net upgrade. 17-Apr-12 Estimates assume that OCIT will be reviewing and validating all screens, reports, admin tools, imports/exports and webservices 17-Apr-12 Data Conversion process will be performed by BS&A and OCIT will validate that the data converted properly 17-Apr-12 Classroom training will be conducted to educate the end users on changes to the system after the upgrade 17-Apr-12 Customers will complete report clean-up prior to the upgrade. 17-Apr-12 Reports will be upgraded as part of the implementation and report conversion issues will be addressed during testing and validation 17-Apr-12 Thin-Client Delivery of the BS&A Software will be used ( Citrix Implementation ) Server Costs: 12 cost of $10, each, 6 production citrix application servers, 2 dev/qa citrix application servers, 1 production 17-Apr-12 SQL Server, 1 dev/qa SQL server, 1 file server, 1 IIS/FTP server. 20-Apr-12 Citrix Access Gateway VPX Platform License cost: $134.65/year WebServices, Data Exports (BS&A Source), Imports (BS&A Destination) will require field mapping changes to integrate with existing OCIT 17-Apr-12 BS&A integrations. 17-Apr-12 Assumes single database structure can be supported from a performance, functional and security model prespective BS&A understands and has documented the requirements for existing OCIT customizations to the Pervasive edition and will not required 17-Apr-12 significant OCIT time to recreate the custom feature requirements. 17-Apr-12 GIS features: assuming users will be able to use ArcGIS data in BS&A. 17-Apr-12 Estimates assume that OCIT will be reviewing and validating all screens, reports, admin tools, imports/exports and webservices 18-Apr-12 Server costs assume that the windows OS license is included in the $10,000 per server cost **IS THIS SOMETHING WE CAN VALIDATE? Assumes Citrix, Terminal Services and Windows connector licenses are the same as existing and we are only paying continuing software 18-Apr-12 assurance and maintenance costs. 18-Apr-12 Citrix annual maintenance accounts for 510 total county licenses 18-Apr-12 Project staff training is included in the implementation costs from BS&A The BS&A Pervasive database will be replaced with the BS&A MS SQL database this will eliminate the need to run special data exports and imports to share information between County systems. The County systems will be able to directly access data within the MS SQL database. 20-Apr-12 This is estimated at 100 support hours based on past experience. The MS SQL database will require less support and maintenance than the current Pervasive database. This is estimated at 416 hours based 20-Apr-12 on past experience with Pervasive and MS SQL used in other County systems. The improvements in audit trails in the.net version track changes down to the individual parcel. This has been estimated to save 40 support 20-Apr-12 hours per year based on past experience. The BS&A.Net system will eliminate the need for duplicate entry of adjustments between the Tax and Assessing systems. This has been 20-Apr-12 estimated as 500 hours annually, assuming 2 hours per day based on previous experience. The improvements in the BS&A.NET package will save Treasury personnel time during collections and at year end. Estimating 160 hours 20-Apr-12 based on trial use of the.net package, vendor presentation and previous experience. Estimated future support is based on current support costs as recorded in Clarity. Currently, the system requires 4951 hours of support & 07-May-12 maintenance annually. The estimates have been reduced according to the estimated savings recorded in this document. 25-May-12 GIS features will replace external mapping needs ( 65 Equalization clerks & assessors x 5 min x 5 days a week x 45 weeks per year 12-May-16 GIS functionality for E.C.F and Sales analysis will not work through the tool but through customer created queries. ROI AAT System Replace.xls/Assumptions Page 20 REV: June 27, 2011