Today’s public sector landscape is characterized by tight budgets and expanding demand for public services. Effectively administering tax laws to fund vital services is a core responsibility of state government. Through revenue program modernization, states are achieving higher levels of operational efficiency and effective tax collection.
CSG'S Expertise in Action
Modernizing Iowa's Tax Program
The Iowa Department of Revenue (IDR) has launched a Tax Modernization Program to replace existing tax processing systems with an integrated, modern system that provides centralized tax and revenue management and meets the needs of all taxpayers and users. IDR selected FAST Enterprises’ GenTax product, a commercial-off-the-shelf solution, for its new Integrated Tax System.
IV&V by CSG SM
IDR engaged CSG to provide proactive IV&V services throughout the design, development, and implementation of the new Integrated Tax System. CSG is conducting an initial assessment of the Program, including reviews of project processes and planning; providing ongoing analysis of project risks, issues, and mitigation strategies; reviewing vendor deliverables for quality and adherence to contractual requirements; and providing monthly status reporting and presentations to the joint Executive Steering Committee and Business Advisory Committee.
CSG is also providing guidance on effectively preparing staff and other stakeholders for adopting the new system by applying our Organizational Change Management expertise.
IDR is committed to improving operational efficiency and administering taxes in a timely and effective manner. CSG is here to help the State achieve its Tax Modernization Program goals.
Revenue Program Modernization in Oregon
The Oregon Department of Revenue administers the State’s tax laws, operating and/or overseeing more than 30 revenue programs. To fulfill its central role in funding public services, DOR has established a vision toward a model of revenue administration through the strength of their people, technology, innovation, service, and collaboration. As a part of achieving this vision, DOR is undertaking a large-scale replacement of its core legacy tax systems. The system modernization is based on the implementation of a FAST Enterprises GenTax commercial off-the-shelf solution.
QA by CSG SM
DOR selected CSG to provide QA services to help the project achieve DOR’s objectives. CSG provides independent oversight of all aspects of the project – project governance and management, requirements management, adherence to schedule and budget, technical architecture, and risk identification and mitigation. CSG is also performing a system vulnerability assessment, code reviews, test sampling, and quality reviews of all project management and architecture documents to assure that the implementation project meets the State’s management and quality standards.
Together, DOR and CSG are working to ensure that revenue programs effectively support the needs of Oregon stakeholders, reduce unnecessary burdens on taxpayers, and efficiently support the collection of tax revenue.
Illinois Cook County’s Integrated Tax Processing System
Illinois Cook County, the second most populous county in the United States with more than 5 million residents, implemented RSI’s Revenue Premier, a commercial offthe- shelf Integrated Tax Processing System and associated infrastructure to update technology and support operational innovation for meeting the challenges of tax administration in the 21st century. The key goals of the project included: mitigate risks associated with maintaining aging tax systems; improve customer service; increase overall efficiency, tax administration flexibility, and employee productivity; and raise additional revenues for county general funds.
IV&V by CSG SM
DOR contracted with CSG to provide IV&V services for its multi-phased integrated tax system implementation project. CSG conducted an initial IV&V assessment followed by quarterly IV&V assessments of project processes, activities, and vendor deliverables throughout the design, testing, and implementation phases. CSG’s forward-looking assessments proactively mitigated project risks, provided DOR visibility into project health, and enabled effective decision making.
DOR has a vision for county-wide efficiency and improved customer services in tax processing systems. CSG is helping them see this vision through.
Michigan's Tax Program Modernization
The Michigan Treasury Department administers the State’s tax laws, and collects taxes for more than 30 government programs. The Department strives to manage taxpayer dollars effectively and efficiently, ensure operational excellence, and drive cost savings and better government through shared services. To achieve this vision, the State is modernizing their revenue/tax program.
PMO by CSG SM
Michigan Treasury selected CSG to provide full-service PMO capabilities, including project leadership and oversight, revenue/tax expertise, process and workflow redesign, technical architecture and design, and testing and validation to support the State’s incremental modernization approach. The CSG team supported targeted modernization efforts included implementing a new system for Individual Income Tax, revenue sharing system payment update processes, audit system replacement, and enhancements leveraging the Governmental Liaison Data Exchange Program. CSG also supported the department in an initial investigation to renovate its Tax Compliance applications in Paradox and Delphi systems.
Together, Michigan Treasury and CSG are working to reduce unnecessary burdens on taxpayers and maximize tax collections.
Georgia's Integrated Tax System Modernization
The Georgia Department of Revenue procured and implemented the FAST Enterprises GenTax solution to provide an integrated solution supporting the Georgia Sales and Use Tax, Withholding Income Tax, Corporate Income Tax, and other tax types. The system met core business needs for systems administration, central taxpayer profile, returns processing, payment processing, credit/debit processing, revenue accounting, and tax compliance.
IV&V by CSG SM
DOR engaged CSG to provide IV&V services including comprehensive risk assessment and deliverable review services. The CSG IV&V team provided observations and recommendations on deliverables, procedures, standards, resources, effort, and duration to support the planning, implementation, and operation of the integrated tax solution.
The CSG IV&V team ensured that the deployed system was capable of performing its intended functions and was testable, reliable, maintainable, usable, and easily enhanced.
Working alongside DOR, we helped the State successfully deploy a modernized system that effectively meets the needs of its constituents.
Pennsylvania Tax Data Analytics Planning
The Pennsylvania Department of Revenue administers the tax laws and other revenue programs of the Commonwealth of Pennsylvania. DOR initiated a strategic initiative to implement a new data analytics solution that includes tax registration, return filing and payment, and audit and collection information that data analysts can use to conduct fiscal analysis of existing programs and legislative proposals.
Strategy by CSG SM
DOR contracted with CSG to provide a framework assessment and procurement planning assistance for its data analytics system. CSG performed an on-site review of the As-Is environment including platform technology architecture and limitations and query and analysis tools. The CSG team also reviewed high-level functional requirements of a To-Be environment and non-functional requirements, and supported the development of a strategy for transitioning and converting data. CSG also assisted with RFI planning, working with the Commonwealth to develop a procurement approach and high-level timeline and refine RFI questions.
DOR's vision is to be a leading tax administration and public service agency known for customer service, integrity, innovation, processing, and compliance that funds government services for the benefit of all Pennsylvanians. CSG is here to help.
Georgia Tax Compliance Data Warehouse Modernization
The Georgia Department of Revenue's Integrated Tax Compliance Data Warehouse Modernization project was an implementation of RSI’s commercial off-the-shelf Tax Data Warehouse to contain a variety of State and federal data sources. The data warehouse is a combination of a relational database of tax information from multiple data sources and the related tools to improve enforcement and collection of taxes for the State of Georgia.
IV&V by CSG SM
DOR engaged CSG to provide comprehensive IV&V services throughout the project life cycle. CSG provided IV&V assessments on deliverables, procedures, standards, resources, effort, and schedule to support modernizing these enterprise systems.
CSG’s IV&V activities across the full four-year implementation provided DOR with increased visibility into the development process, and our observations and recommendations helped the State reduce overall project risk.
Georgia is committed to modernizing its tax and data warehouse systems and processes to more effectively and efficiently administer services throughout the State. CSG partnered with DOR to ensure the State achieved its strategic goals.
New Mexico Severance Tax System Implementation
The New Mexico Taxation and Revenue Department (TRD) administers more than 35 tax programs and distributes revenue to the State and to local and tribal governments throughout New Mexico. TRD undertook a strategic initiative to modernize its Oil and Natural Gas Administration and Revenue Database (ONGARD), an enterprise initiative that encompassed three State agencies including the Energy, Minerals, and Natural Resources Department/Oil Conservation Division, the New Mexico State Land Office, and the New Mexico Taxation and Revenue Department. The goal of the project was to decouple each agency’s data into three separate systems, then retire the legacy system.
IV&V by CSG SM
TRD contracted with CSG to provide IV&V services over its implementation of a severance tax commercial off-the-shelf solution into TRD’s existing Fast Enterprises GenTax installation. CSG's IV&V team provided quality management planning, quality control, quality assurance, and risk assessment services for the conversion of the legacy severance tax data. In addition, CSG provided information to the department for their quarterly reports, which were provided to the New Mexico Legislature.
TRD is focused on providing fair and efficient tax services to New Mexicans. CSG supported the state with visibility into the ONGARD modernization to ensure the system was successfully implemented and met the states goals, objectives, and quality standards.