David Boyd & Associates Integrated Tax System Procurement Assistance David Boyd & Associates

Our Firm Services for Tax Agencies IT Strategy Procurement Planning, RFP Preparation, and Bid Evaluation Process Design Return Forms Analysis and Business Rule Documentation Independent Project Management Services Re-engineering

David Boyd & Associates Our Firm Based in Sewickley, Pennsylvania Founded by David Boyd, former Director at Deloitte Consulting, General Manager of AMS Canada, and Carnegie Mellon faculty member. We focus exclusively on public sector IT, ERP, Re-engineering, and Tax Agency projects Our Clients:

David Boyd & Associates Our Services For Tax Agencies Services Before and During Large Projects Integrated Tax System Audit Selection Non Filer Discovery CRM Data Warehouse Channel Management IT Strategy and Standards We Focus on the Highest Value Added Activities Defining the Strategy and Project Defining the Business Case Designing Improved Processes and Organization Structures Selecting the Right Software and Integrator Designing Improved Business Rules Performance Reporting All Services Performed by Senior Professionals With Tax Agency Experience You Never Start From Scratch. We have methodologies, tools, templates, and examples developed explicitly for tax agencies Our Focus and Approach Our Services 4

David Boyd & Associates RFP Preparation and Bid Evaluation Tools and Templates Procurement Methodology RFP Design Deliverable Library Mandatory Requirements Functional Requirements Approach/Requirements Database Module Narratives RFP Forms Market History and Analysis Product Comparison Demo Scripts

David Boyd & Associates Types of RFPs Integrated Tax Systems CRM Channel Management Non Filer Discovery Audit Selection Document Management/Imaging Service Line: RFP Preparation and Bid Evaluation Our Tools and Templates Our Methodology ITS Market History ITS Product Comparison Integrated Tax System Requirements Database Evaluation Framework Design Template RFP Design Template Mandatory Requirements Templates and Samples Deliverable Library Terms and Conditions Library RFP Forms (Hardware, Software, Personnel, Cost)

David Boyd & Associates Our Procurement Methodology Our ITS Procurement Methodology Increases speed of preparation, quality of the RFP, and quality of the selection decision Is designed exclusively for integrated tax system procurements Is supported by a number of templates and samples including: RFP Designer Sample Chapters Cost Forms Personnel Forms Reference Check Forms Hardware Forms Evaluation Framework Mandatory Requirements Design Requirements Database Deliverable Library Ts and C’s Library ITS Market Research ITS Product Comparison Our ITS Procurement Methodology Increases speed of preparation, quality of the RFP, and quality of the selection decision Is designed exclusively for integrated tax system procurements Is supported by a number of templates and samples including: RFP Designer Sample Chapters Cost Forms Personnel Forms Reference Check Forms Hardware Forms Evaluation Framework Mandatory Requirements Design Requirements Database Deliverable Library Ts and C’s Library ITS Market Research ITS Product Comparison Better, Faster, Cheaper!

David Boyd & Associates ITS Procurement Methodology Tools: RFP Design Evaluation Framework Design Proposal Format Design

David Boyd & Associates Our Deliverable Library assists clients in preparing an RFP. It contains over 100 Integrated Tax System, Electronic Document Management, Data Warehouse Deliverables entries and associated deliverables. ITS Procurement Methodology Tools: Other

David Boyd & Associates ITS Procurement Methodology: Functional Requirements Gathering Approach Our Functional Requirements Approach Starts with review of existing materials We conduct executive interviews to document the key objectives We develop a statement of scope and objectives for validation with key executives We then use our requirements database to create ‘straw cuts’ at the requirements for each module. These are validated and revised with project management. Requirements sessions are then held for each module and then by tax type to refine and validate the ‘straw cut’ requirements. All topics that cannot be handled in within the time constraints of requirements sessions are scheduled for ‘parking lot’ sessions. Our Functional Requirements Approach Starts with review of existing materials We conduct executive interviews to document the key objectives We develop a statement of scope and objectives for validation with key executives We then use our requirements database to create ‘straw cuts’ at the requirements for each module. These are validated and revised with project management. Requirements sessions are then held for each module and then by tax type to refine and validate the ‘straw cut’ requirements. All topics that cannot be handled in within the time constraints of requirements sessions are scheduled for ‘parking lot’ sessions. Keys: Executive Interview to record objectives and scope Use our database of requirements as a starting point Hold requirements sessions focused on modules and tax types. Follow up on tough topics with ‘parking lot’ sessions Requirements stored in database by module, tax, and source

David Boyd & Associates ITS Procurement Methodology Tools: Requirements Database Our ITS Requirements Database Is customized for each site and captures requirements by module and tax. Remains with clients after engagements are complete Contains over 2000 requirements Contains Module Narratives Covers all modules including: Taxpayer Information Returns Processing Taxpayer Accounting Revenue Accounting Collections Appeals Audit Bankruptcy Billing/Assessments Workflow Correspondence Management EDMS Our ITS Requirements Database Is customized for each site and captures requirements by module and tax. Remains with clients after engagements are complete Contains over 2000 requirements Contains Module Narratives Covers all modules including: Taxpayer Information Returns Processing Taxpayer Accounting Revenue Accounting Collections Appeals Audit Bankruptcy Billing/Assessments Workflow Correspondence Management EDMS Our Requirements Database Reduces time to gather and document requirements Tracks requirements by module, tax type, and source Improves quality and comprehensiveness Maps to ITS component inventory

David Boyd & Associates ITS Procurement Methodology Tools: Module Narratives Our Functional Module Narratives Provides an overview of the functionality needed Samples are available as starting points for all key modules typically included in an integrated tax system Taxpayer Identification Returns Processing Taxpayer Accounting Revenue Accounting Case Management Common Services Our Functional Module Narratives Provides an overview of the functionality needed Samples are available as starting points for all key modules typically included in an integrated tax system Taxpayer Identification Returns Processing Taxpayer Accounting Revenue Accounting Case Management Common Services How Module Narratives Are Used Provides a means for internal validation of requirements in a more accessible form that blends descriptions of objectives, user actions, and process sequences with the requirements Used to communicate more thoroughly with vendors by providing more information in the RFP

David Boyd & Associates ITS Procurement Methodology Tools: RFP Forms Our RFP Forms We provide form templates for most types of RFP forms. Included are form templates for: Cost Hardware Software Personnel Staff Experience Reference Checks Our RFP Forms We provide form templates for most types of RFP forms. Included are form templates for: Cost Hardware Software Personnel Staff Experience Reference Checks

David Boyd & Associates ITS Procurement Methodology Tools: Market History Analysis Our Market History We provide market analysis showing: The last 10 years of integrated tax system projects by vendor with contract type, project duration, vendor, cost and other information Specific case studies of custom, transfer, and COTS based projects. Product comparisons between COTS products. Our Market History We provide market analysis showing: The last 10 years of integrated tax system projects by vendor with contract type, project duration, vendor, cost and other information Specific case studies of custom, transfer, and COTS based projects. Product comparisons between COTS products.

David Boyd & Associates ITS Procurement Methodology Tools: COTS Comparison Our Product Comparison We maintain product comparisons of the major COTS vendors and their products: Technical environments Scalability Configurability Tax and Revenue Agencies Using the Product Functional Modules Support and Upgrades Case Types Supported Other points of comparison. Our Product Comparison We maintain product comparisons of the major COTS vendors and their products: Technical environments Scalability Configurability Tax and Revenue Agencies Using the Product Functional Modules Support and Upgrades Case Types Supported Other points of comparison.

David Boyd & Associates Demo Scripts We prepare full demo scripts customized for each of our clients using our demo templates and samples. Our demo scripts provide step by step instructions for the vendors. They explain the step, what must be prepared prior to starting the demo, and what must be shown during the demo.

David Boyd & Associates

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