Certified Public Accountant, 1986Bachelor in Accounting, Lewis UniversityChief Deputy Auditor, 1986-2000Will County Auditor, 2000-2008Elected Treasurer in 2010
Collects $1.62 Billion Property Tax Levy 273,000 Parcels Manages $350 Million County Funds 20 Full-Time Employees $1.56 Million Budget Inherited $150,000 Deficit on Day One
Office Without a Mission Spent 10 Years in Neutral Emphasis Drifted to Collection Lack of Innovation Reactive, not Proactive Managers honestly thought there was nothing they could improve or do better.
Focused on Employee Morale One-On-One Meetings with Staff Employee Focus Group (without Managers) Identified 16 Employee-Based Changes Implemented 15/16 by Year’s End Managers Must “Lead from the Front”
Tax Bill Outsourced Completely Re-wrote Investment Policy Strengthened Office Security Change the Safe Combination (10 Years) Installed Back-Office Panic Buttons Installed Doors to Separate Staff from Public Added Armored Car Service
ActivelySeek Cost Savings Evaluate on Three Criteria Suitability (Would it work?) Feasibility (Can it be made to work?) Acceptability (Will it work?) Shaved $244,000 in Operating Expenses
We reduced cost and increased service byaggressively negotiating with banks.
We regained an entire month for ouremployees to focus on their primary job.
We leveraged our $100 Million CreditCard Portfolio for lower fees andimproved service for staff and public.
We reduced FOIA requests by 95% bypublishing common information online.
We saved $9,326 by mailing our Tax Salenotices as registered mail.
We reduced total overtime to $1,806 byintroducing flex-time schedules.
Yes, Will County “lost” a $140,000 checkto Cash Dash and didn’t know it.
Benefits Challenges Reduce Associated No Illinois Case Law Cost of Mailing Bills Confirmed Delivery Anytime Access Low Adoption Rate Quicker Delivery Few Vendor Options Encourages Online Payment
Population: 1,698Responses: 409Margin of Error: 4% Currently Receive Bills Online No 20% Yes 78% NR 2%
Population: 1,698Responses: 409Margin of Error: 4% Pay Property Taxes Online No 34% Yes NR 64% 2%
Population: 1,698Responses: 409Margin of Error: 4% Interested in Paperless Tax Bills Very Interested Somewhat 46% Interested 22% Neutral 10% Very Somewhat Uninterested Uninterested 17% 5%
Population: 1,698Responses: 409Margin of Error: 4% Likely to Use/Take Paperless Tax Bill Very LikelyNo Response 59% 1%Very Unlikely 13% Somewhat Somewhat Unlikely Neutral Likely 3% 7% 17%
We Anticipate Low Adoption for Levy 2012 Will Need a Solution for Levy 2013 Vendor Interviews No Pure Fit Cost Per Email (CPE) Above First Class Stamp We Expect to Take an In-House Approach