Iowa County Treasurer’s E-Government Alliance Board of Directors Meeting Minutes Wednesday, April 30, 2025, 9:30 AM – Microsoft Teams Present: Abby Riesberg, Amy Johnson, Barb Vance, Beth Gerlach, Chad Murray, Mark Myers, Linda Manwarren Minutes from April 16, 2025 Board Meeting were approved with a motion by Beth, second by Mark, all ayes. ITAT: Continued discussion on the impact of DOT Modernization, aka MVD 360, with Iowa Tax and Tag representatives Daniel Radkey, Donald Lewis, and Adam Draayer. DOT Modernization: Joint discussion on what to present at May 14-16 Treasurer conference in Ames, IA with ITAT representatives Daniel Radkey, Donald Lewis, and Adam Draayer. Motion by Mark to send finished product of joint communication to ISCTA for endorsement and then send to all members of association, seconded by Amy, all ayes. Monthly Finance Reports: Joined by Anita Tracy with PMA Financial Network, LLC, and Shem Slater with Merchant Services of FNBO, established future communications and plan for moving forward to ease reconciliation of accounts. Treasurer’s Report: There is an ending balance on April 29, 2025 of $1,526,378.53 which includes IPAIT account. Approved with a motion by Abby, second by Amy, all ayes. Checks Written: 7042, The Mapleton Press, 92.34 EFT Debits and Transfers: Analysis Charge, 152.56 Transfer, Ringold Co. Credit Card Machine, 424.99 Transfer, Union Co. Credit Card Machine, 424.99 Deposits and Transfers: Transfer, March Merch Acct., 159,959.67 Merchant Services: No update Catalis: No update other than a few enhancements were completed, 4 and 8. Proposed Future Web Enhancements with the hope of implementation by June 30, 2025: 1. Add fields for valuation for current tax year and future tax year for scheduled pmts. - 8 estimated hours – waiting on information from Solutions and Tyler software vendors. 2. Find a solution to prevent out-of-order payment. Example: previous year taxes are delinquent, but taxpayers pay the current year before the previous year. – 12 estimated hours – pulled enhancement back to adjust enhancement as causing issue for taxpayer when paying special assessments, 8-7-24. 3. Add a Vendor/Partner tab on website – 20 estimated hours 4. Automatic treasurer duties calendar reminders emailed – Completed as of 4/16/2025 5. Enhance reporting criteria for escrow companies for specific parcels – TBD 6. Enhance the Library/Knowledge documents to have “preview document” instead of “download” to prevent unnecessary files accumulating on the PCs download folder taking up unnecessary space. – 5 estimated hours 7. Develop a survey link (similar to Survey Monkey) – 120 estimated hours 8 .Enhance the search criteria to include receipt number in addition to parcel number – Completed as of 4/30/25 9. Enhancement for customers to verify/review parcels current mailing address when an online payment is completed, similar to the MV side. – 15 estimated hours Catalis Contract Extension: No update TP Anderson Contract: Motion by Beth to accept proposed contract with TP Anderson through June 30, 2027, seconded by Amy. DOT Modernization: Discussion of Web Policy Group meeting and content to share to bring WPG up to speed on impact of DOT Modernization. New Board Member: Shelly Sitzman was nominated as the new ICTEA Board member. Upcoming Meetings: The following meetings will be held at Gateway Hotel & Conference Center, Ames, IA. Tuesday, May 13, 2025 at 1:00 PM – ICTEA Board Meeting Tuesday, May 13, 2025 at 2:00 PM – ICTEA Web Policy Group Meeting Thursday, May 15, 2025 at 1:00 PM – Treasurer Panel with ICTEA Chair & Past Chair Friday, May 16, 2025 at 8:30 AM – ICTEA Membership Meeting Other Items: None Next ICTEA Board Meeting: Tuesday, May 13, 2025 at 1:00 PM - Gateway Hotel & Conference Center, Ames, IA. Motion to adjourn meeting by Chad, second by Mark, all ayes. Respectfully submitted, Abby Riesberg MP5-15-25