Transcript NMWebFile TRD Mission & Vision

NMWebFile
NMWebFile
A TRD Enterprise Solution
Secure Online Data Capture
August 22, 2007
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NMWebFile
TRD Mission & Vision:
“The mission of TRD is to administer
and enforce New Mexico’s tax and
revenue laws, and vehicle and
driver licensing code in a manner
warranting the highest degree of
public confidence.
Our vision is to be the most
responsive, technologically
advanced and highly respected
agency in State Government…”
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NMWebFile
Project Objective:
Leverage existing technical
infrastructure investments to extract
additional value for stakeholders:
 Constituent Taxpayer Clients
 Agency Stakeholders
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Tax Program Business Units
Management
IT Maintenance Staff
RPD / ACD / TFID / ITD
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NMWebFile
Expansion Project: External Client Solutions
 Add additional Tax and Fee
Programs
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Combined Fuel Tax (350 Clients / $19-23MM monthly)
PITNet 2007 (102,000 Clients annually)
Cigarette Tax (50 Clients / $5.5MM monthly)
Liquor Tax (83 Clients / $5.0MM monthly)
 $31MM / Mo.  $378MM / Yr.
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Expansion Project:
Internal Solutions
 Replace Legacy data capture solutions
(DCR – Internal data capture)
 Cost of Maintenance ($6,500/yr)
 Standardize Enterprise Architecture
 Integrate System Resources
 Translate Data to Information
Data Mining / Business Intelligence
 Management Statistics
 Transaction History
 Exception Analysis
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History:
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Our Record of Success
Unified Login Service (ULS)
DOL/DWS 1/3 Million Employee Records per quarter
WCA
CRSNet ($8/5MM to-date)
PITNet 2006
Client Online e-Payments
PITNet HelpDesk
FSB e-Payment Reconciliation
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Project Benefits:
Consolidate client tax program solutions
through one interface/portal
 Standardize Login Security
 Standardize Webpage Features
 Focus Marketing / Promotion of Project
Information Resources
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Technical Solutions:
Microsoft Platform
 SQL 2000 Database
 DotNet Framework 3.0
 Project Architectural Design Standards
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OOD&D / OOP
SOA – Web Services
XML/XSD
SOAP / AJAX Communications
Security
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Role-based page access (internal / external)
HTTPS Network data encryption
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Information: Management Statistics
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NMWebFile
Satisfied Bulk File Customers:
 [email protected] “Sean”
 Uses XML to transmit data
e.g. 1-File
 1,041 Employer Records = 13,350 Employee Records
 270 Files with >1,000 Employees Reported
 Gail Martinez – Chair NM Payroll and
Bookkeepers Association
 Promoting Technical Capabilities to Industry
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NMWebFile
Our Client List:
 270 submissions > 1,000 employees
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APSPayroll 14k employees/filing period
tuflop 13k
Sandia Labs 8k
UNM Hospitals 4k
LovelessABQ 3k
NM Jewlers
Allsups
Fidelity
Labor Ready
City of Santa Fe
IMG Resort Casino
Carlsbad Schools
Presbyterian Medical Services
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NMWebFile
Network Bandwidth:
Tax program transaction growth and
technology adoption rates are
relatively low. The greater change is
that transactions will be transferred
from internal data entry to external
data entry.
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NMWebFile
Estimated Network Bandwidth:
Business Unit
Average
Pages
per form
Filing
Periods
Client
Count
Projected Page
Transaction
Count
(Annualized)
Page Size
SubTotal
k-byte
75
k
Total
MgByte
CFT
50
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350
210,000
75
15,750,000
15,381
Retail
2
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5000
120,000
75
9,000,000
8,789
Rack
20
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15
3,600
75
270,000
264
PIT 2007
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102000
408,000
75
30,600,000
29,883
DCR
2
12
50000
1,200,000
75
90,000,000
87,891
175
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50
105,000
75
7,875,000
7,690
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83
3,984
75
298,800
292
Cigarette Tax
Liquor Tax
150,189
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NMWebFile
Project Timeline:
Combined Fuel Tax
August 15, 2007 – January 31, 2008
PITNet 2007
September 16, 2007 – January 31, 2008
RPD – DCR Data Capture (internal)
November 15, 2007 – March 15, 2008
Cigarette Tax
December 1, 2007 – March 15, 2008
Liquor Tax
January 15, 2008 – April 30, 2008
Data to Information: Reporting & Analysis
February 1, 2008 – June 30, 2008
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Bottom Line:
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Integrate Cost Savings (OOP)
Deliver Client Convenience
Upgrade Technology
Standardize Solutions (architecture)
 Simplifies Maintenance
 Enhance Agency Resources
 Translate Data to Information
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Bottom Line:
“Reinvent how we do
business...”
IRS Objective
TRD is ready to deliver this
objective
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Recommendation:
TRD recommends this project as an
excellent vehicle to deliver our
agency Mission & Vision through:
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Technology
Easy-to-use Client Solutions
Cost Savings
Business Management Resources
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Project Contacts
TRD CIO – Marlin Mackey
Project Manager – Ron Martinez
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NMWebFile
Thank You
NMWebFile Project Team
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