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									                                                                                        Appendix X
                                                                                  Solution Requirements


                                                       APPENDIX X – SOLUTION REQUIREMENTS
Respond to each of the items in the following section to ensure that the functionality of this solution as proposed and priced in this RFP response is
accurately reflected. Use the table below to respond with the following codes in the Response column as appropriate. Describe how this solution meets
each requirement in the Description and Comments column.

                                                                          QUESTION RESPONSE CODES
CODE                                                                               DESCRIPTION
              The standard solution provides this feature (in the base price). This requirement can be demonstrated at an installed client site in general
    Y         release. Indicate the version number in the comment field.

    A         The solution provides this feature at an additional cost. This requirement can be demonstrated at an installed client site in general release.

    B         This requirement is currently in beta testing. Indicate beta site and expected general release date in the comment field.

    D         This requirement is currently under development or is in alpha testing. Indicate expected general release date in the comment field.
    N         This requirement is not available.

Note: Where the requirement is only partially satisfied by this solution, specify in the Description and Comments column which parts are satisfied and which parts are not.

                                                                             Response                                           Description/Comments

1             VENDOR GLOBAL ITEMS
              Vendor Contact Data:
        1.1   Vendor Name:
        1.2   Street Address:
        1.3   City:
        1.4   State:
        1.5   ZIP:
        1.6   Sales Contact:
        1.7   Phone:
        1.8   Email:
        1.9   Sales Support Contact:
        1.1   Phone:
    1.11      Email:




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       Vendor Background:
       Please indicate how long your company has been in
1.12   business under the same ownership:
            Less than 1 year:
            Less than 3 years:
            Less than 7 years:
            Less than 10 years:
            More than 10 years:
       Has the vendor company shown good performance
1.13   (profits) in it’s last two fiscal years?
       Please attach copies of the audit financials for your
1.14   company for the last two fiscal years.
       Please indicate the average percentage of your
       company’s resources (people and money) that are
       dedicated to new product development instead of
1.15   existing product support?
            Less than 10%:
            Less than 25%:
            Less than 35%:
            Less than 50%:
            Less than 75%:
       How many employees do you have? How many in
       each division of the organization (for example, 10
1.16   employees in customer support, 5 in sales, etc.)
       Does the vendor company market strictly to housing
1.17   authorities?
             If NO to the previous question, what percentage
       of the company is dedicated strictly to the housing
       authority software business?
       How many Housing Authority customers does your
1.18   company serve?
       How many MTW agencies does your company
1.19   serve?
              Of these, how many received successful
       software customization?
       Does your company outsource any component of the
 1.2   implementation process to a third-party?



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     The Customer requires the Vendor to demonstrate
     quality of past performance through service to other
     organizations and providing at least 5 references.
1.21 References will be contacted. Can you supply these?



     Proposed Product History:
     How many sites are successfully using the proposed
1.22 software system?
         Less than 10:
         Less than 50:
         Less than 250:
         More than 250:
         More than 1000:
     How many major versions (revisions) of the proposed
1.23 system have been released?
         Initial Release – ZERO major revisions:
         1 – 2 major revisions:
         3 – 5 major revisions:
         6 – 10 major revisions:
         More than 10 major revisions:


     Vendor System Methodologies:
     Does your company maintain written product
1.24 development and version update procedures?


          If YES to the previous question, please submit a
     copy of these procedures with your proposal.
     Please identify the diagramming techniques used by
     your company to illustrate the AS-IS and TO-BE
1.25 processes.
         Flow charts
         Data Flow Diagram
         OO Diagram
         ER diagrams



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     Please provide a detailed explanation of how systems
     are designed at your company (you may submit an
1.26 attachment with your response here.)
     Will Rapid Prototyping techniques be used to let
     users preview key functions to determine the data
     entry/inquiry/reporting formats most suitable to end
1.27 user needs?
     System allows for software upgrades to be installed
     by the user and provides on line training of software
     upgrades for users. System Utiltities are installed and
     capable of coping with Microsoft updates or queing
1.28 updates for Vendor/User review.


     System Implementation Practices:
     Will at least one member of the team managing the
     proposed project on a daily basis be a Project
     Management Institute (PMI) certified Project
1.29 Management Professional (PMP)?
     Describe the software implementation project
     management experience and capabilities of your
1.30 company.


     Describe how your company’s project management
1.31 experience can ensure a successful implementation.
     Describe your company’s business process redesign
1.32 services.


     Describe the implementation methodology. Include
     responsible parties and HACSM’s involvement. (You
1.33 may submit an attachment with your response here)
     Provide a sample project plan assuming a start date
     of October 1st, 2010, a pilot followed by full rollout
     approach and include tasks, duration, responsible
1.34 parties and cost.


       Describe how your company would implement a short
1.35   pilot project as part of the implementation process.



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2          SYSTEM GLOBAL ITEMS
     2.1   Does the proposed system support SQL fully?
           Please describe any SQL implementation or support
     2.2   issues relating to the proposed product.
           Is the proposed system based upon client/server
     2.3   architecture?
           Does the proposed system have a separate
     2.4   production, test and training environment?
           Does the proposed system have system utilities and
     2.5   tools for HACSM IT staff?

     2.6   Does the proposed system do real time processing?


           Infrastructure Requirements:

     2.7   What client Operating Systems are fully supported?

     2.8 What server Operating Systems are fully supported?
         Can the proposed software run under a VM
         environment such as VMWare? Please list the type
         of environments that are supported under VM (e.g.,
     2.9 Production, QA, Test, Development).
         Is the proposed software fully supported when
    2.10 installed in a VM environment?


         What special requirements are there, if any, relative
    2.11 to the support of the proposed software under VM?
    2.12 Are dedicated servers required?
              If YES to the previous question, describe the
         servers required and their purpose:
    2.13 Are any changes to the existing network required?
         Please indicate which of the following measures or
    2.14 devices are provided by the proposed software:




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        RAID 5 Disk support:
        Mirrored disk support:
        Hot backup system support:
        Warm backup system support:
        UPS monitoring:
        Redundant power supply:
        Transaction rollback function:
2.15 What databases are supported?



       Standards Supported:
       Is the Fiber Distributed Data Interface (FDDI)
2.16   standard for networking supported?
       Does the system fully support TWAIN-compliant
2.17   hardware peripherals?
       Is the Integrated Services Digital Network (ISDN)
       standard supported for all communications related
2.18   functions?
2.19   GIF – Graphical Interchange Format?
2.20   DIF – Data Interchange Format?
       Does this vendor/product support the DMA
2.21   standards?
       Is the proposed software compliant with LDAP
2.22   (Lightweight Directory Access Protocol)?
2.23   Is the proposed software CORBA compliant?
2.24   Is the proposed software COM compliant?
2.25   Is the proposed software ODBC compliant?


     Software Release Dates:
     When was the proposed software FIRST originally
2.26 released to the general market?
     What is the release date of the CURRENT (last)
2.27 release of the proposed software?
     When is the next release of the proposed software
2.28 planned?




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           Will the next release of the proposed software require
           any data to be converted to a format different than
           the format required by the current version of the
    2.29   proposed software?
           Is the Architectural Orientation of the proposed
    2.30   software “Web-centric”?
           When was the proposed software first released with a
    2.31   “web-centric” architecture?
           Add What is the frequency of software releases and
    2.32   patch releases?


         Scalability Issues:
         How scalable is the proposed software regarding the
         number of users? Please respond with a Min # - Max
    2.33 # range, for example, 3 – 100 users.
         How many users per application server are supported
    2.34 by the proposed software?




3          SOFTWARE USABILITY

         USER INTERFACE
         Does the proposed system have fully integrated
         modules requiring information to be entered into the
     3.1 system only once?
         Does the proposed software utilize a single user
         interface (UI) across all process participant work
     3.2 areas?
         Is the proposed system’s user interface (UI)
     3.3 completely web-based?


         Is the proposed system’s user interface (UI) a
         combination of server-based or Web-based
     3.4 applications depending on the function being used?




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 3.5   If Web-based, what internet browsers are supported?


            Search Facilities:
       Name or describe the Search Engine used in the
 3.6   proposed system.
 3.7   Can users search the system by keyword?
       Can users search the system by Boolean command
 3.8   string?
       Can users search the database by a word, number of
 3.9   words or phrase?
       Can users search the database by keyword and
3.10   Boolean commands simultaneously?

     Is it possible for a user to quickly change which data
3.11 is displayed in the results of an inquiry or search?
3.12 Can users search attached documents?
     Can users easily view a hotlist of recently performed
3.13 searches and reuse them if desired?
3.14 Are the search results printable?


     System instantly cross-references entity name and
     tax ID against all other similar entries in the system,
3.15 while that information is being typed by the end user.



     USER DEFINED FEATURES
         Customizable Online Help:
     Is a customizable online Help facility offering an Index
     of Topics and searchable by keyword, available in the
3.16 proposed software?
     Can the online help provided by the proposed
     software be customized by an administrative user
3.17 with appropriate security?
     Can the online Help be modified by a user with proper
3.18 clearance?




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       Does the proposed software provide context-sensitive
       help, i.e., help specific to individual data entry fields
3.19   or related collections of fields?
       If the proposed software provides for user-defined
       fields, can online help related to each individual field
3.20   be created?
       Are DETAILED error messages that enable the user
       to identify and correct the problem causing the error
3.21   provided by the proposed software?
       Can custom knowledge documents be added to your
3.22   online help feature?
       System provides on-line help screens for additional
       instruction and allows authorized user to add
       instructions to help database or to create Custom
3.23   Help Screens.
       System has the ability to prevent user from saving if
3.24   required information has not been entered.
       System has the ability to make HA defined
3.25   information Required information.
       System has the ability to prevent Applicant from
       skipping information required on the HUD 50058
3.26   form.
       The system has the capability to allow the HACSM to
       add fields, other than those required for eligibility, to
       the pre-application. The PHA will be able to
       designate these as mandatory data or not on the pre-
3.27   application..

         Customizable Screens:
     Does the proposed software provide the ability for an
3.28 authorized user to customize screens?
          If YES, please describe how that customization
     takes place, what class of users are affected by the
     customization and what aspects of the screen can be
3.29 customized.
     Can screens be modified to support task-based
3.30 workflows?




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         Field-Level Customizations:
     What facility does the proposed software offer to
     easily customize a field without programming or
     scripting (e.g., field labels, drop down lists, screen
3.31 captions, validation rules)?



       USER COMPATIBILITY
            User Defined Fields
       If the proposed software provides user defined fields,
       does it allow a user with proper clearance to
       designate the Field Label displayed onscreen to
3.32   describe the field?
       If the proposed software provides user defined fields,
       does it allow a user with proper clearance to
       designate the allowable Field Data Type (numeric,
3.33   binary, etc.)?
       If the proposed software provides user defined fields,
       does it allow a user with proper clearance to
       designate the input validation rules used to validate
3.34   data entered into the field?
       If the proposed software provides user defined fields,
       does it allow a user with proper clearance to
       designate Drop-Down Lists containing the entries
3.35   valid for each field?

     System arranges menu items in a logical sequence;
     system allows each user to create user-defined menu
     structure.HACSM would prefer to have custom user
     tab in each modules main menu or a custom item on
3.36 the application system main menu.



       SYSTEM CONFIGURATION:
         Programming Interface:



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       Is the Source Code for the proposed software
3.37   available through an escrow agreement?
       Is the Source Code available for use by the
3.38   customer?
       Please indicate which programming languages are
       supported by the proposed software’s application
3.39   integration & customization kit:
       Please list the programming toolkits used (if any)
3.40   during the development of the proposed software.
       Is a collection of standard, published, and fully
       documented Application Programming Interface(s)
3.41   provided with the proposed software?
       Is a collection of standard, published, and fully
       documented XML Object(s) provided with the
3.42   proposed software?
       Can applications provided by others be easily
       integrated with the proposed software through a
       standard, documented Application Programming
3.43   Interface (API) collection?
       Does the proposed software provide fully
       documented Application Programming Interfaces
3.44   (APIs)?

     System has capability to establish an interface for
     applications not maintained by your
     organization,including Web Based applications, ECM
3.45 systems and Microsoft or other OS applications
      System has capability to support table driven
     parameters to eliminate programmer involvement of
     routine changes (i.e., income ranges, bedroom sizes,
     status codes utility allowances, income limits, BPS
3.46 etc.)




  4    ENTERPRISE INTERGRATION:



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    Can the proposed software access and utilize
4.1 information from LDAP compliant systems?
    Can the proposed software integrate with single sign
4.2 on tools such as Impravata?


      Can the proposed system provide functionality that
4.3   can be easily embedded in a Web or intranet portal?

    Does the proposed system provide capability to
4.4 attach electronic files to all areas of the application?
          If YES, attach a list of all types of electronic files
    that other Housing Authority customers of the
    proposed software have attached.
    Is the application capable of producing batch,
4.5 automated emails?
          If YES, attach a list of all types of automated
    emails that other Housing Authority customers of the
    proposed software have sent.

    System has capability to integrate with state of the art
    Electronic Content Management (ECM) systems to
    enable HACSM to comply with relevant industry and
    technical standards ANSI/ISO/AIIM associated with
    storing and managing electronic content and
    documents, including the use of barcodes on various
    user letters and form documents that can be
    produced in either batches or individually by the user.
4.6 IT user can create custom batches as required.
    System has capability to identify and track activity
    within the database by operator ID, including date-
4.7 time stamp for operator change.




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       System includes capability to attach electronic files,
       such as digital images and electronic documents
       including ECM scanned documents, directly to
       specific entities, (i.e. applicant, landlord, unit, etc)
       without using a separate application consistent with
       ECM relevant standards and compatable with
 4.8   "secured" email applications .
       System includescapability of automated
       Document/Correspondence Tracking System,
       including ability to work with ECM software and to
       import/export tracking rules from/to ECM
 4.9   applicatiions.
       System has capability to allow the attaching of third
       party documents such as Word, Excel, Crystal, etc.
       and to integrate and synchronize with ECM
       applications to prevent double work tracking
4.10   documents.
       Designated system parameters can be changed by
       designated staff with appropriate security approval
       without the need to use programmers, generating
       appropriate audit trail of all changes to system
       parameter, identifying the user, date & time and
4.11   parameters changed..


       DATABASE INTEGRATION
       Please list all databases that are fully supported by
4.12   the proposed system.
       Please indicate which backend database is natively
4.13   supported by the proposed software:
       Is a CLIENT database management system supplied
4.14   with the proposed software?
            If YES, please explain in more detail in the
       Response column.
       What type of APIs does the proposed system use for
4.15   application integration?
4.16   Are there any out-of-the-box integration packages?



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       REPORTING INTEGRATION
       Attach a list of reports that will be provided with the
       system. Include the report name, the type of report, a
       description of the report and whether it is a HUD
4.15   report.
       Describe the effort needed to customize any of the
4.16   reports that will be provided with the system.
       Can the proposed software export process data to
4.17   Crystal Reports?
4.18   Can the proposed software export data to Excel?
       Can the proposed software interface with and utilize
4.19   any OLAP tool?
       Can the proposed software export data to OLAP
4.20   tools?
4.21   Can reports export information?
       Does the proposed system allow user-definable
4.22   report formats?
       Does the proposed system provide users with an ad-
4.23   hoc report generating tool?
       System has capability to identify discrepancies
       between applications to eliminate reporting errors
       (e.g., inter-application balancing).System should be
       fully integrated with the accounting system module
4.24   and should work with ECM forms & reports.
       System has ability for HA to easily design own
       reports, including the addition of HA logo and other
       pertinent information.System has capablity of User
       based report generator within each module of the
       application,as well as ability to export all reports to
4.25   Excel and other Windows based applications.
       System allows ad hoc reporting capabilities. System
       has capablity of User based report generator within
       each module of the application,as well as ability to
       export all reports to Excel and other Windows based
4.26   applications.



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     Users have the ability to create specific audit and
     management reports via flexible report writer based
     upon user identified criteria using real-time data,
     allowing the user to create customized statistical
     reports on any data fields within and between
     different modules of the system.Additionally, IT user
     can access, relate, filter, copy, and save live or
4.27 practice data.



       OTHER INTEGRATION

     Describe correspondence tracking within the
     proposed system. Attach a list of correspondence
4.28 types that will be provided by the system.
     Describe workflows and automated ticklers within the
     system. Include methodology used to develop built in
4.29 workflow.
4.30 Describe any alerts within the system.




  5    SECURITY
       Is a multilevel password based security scheme
 5.1   provided by the proposed system?
 5.2   Are passwords for each employee possible?
       Does the proposed system automatically keep a
 5.3   system access log?
       Is a log of failed password and other access attempts
 5.4   kept by the system?
       Does the proposed system produce audit trail for all
 5.5   file and record changes?
       Does the proposed system have the ability to print
 5.6   data element values before and after changes?
       Does the proposed system have the ability to easily
 5.7   create/modify role management?




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  6    CONVERSION & TRAINING
       Data Conversion:

 6.1 Describe your data conversion methodology in detail.
     Describe the conversion tasks that will be performed
 6.2 by the vendor.
     Describe the conversion tasks that will be performed
 6.3 by HACSM.
     Provide details on the data that will be converted from
     the current MLS Flex system. Include in your
     response the categories of data that will be
 6.4 converted.


 6.5 Describe any data cleansing tools that will be used.
     Include as an attachment the estimated conversion
 6.6 schedule.


       Training:
       Is on-site training available during the installation of
 6.7   the software?
       Can the training be customized to meet the needs of
 6.8   HACSM?
       Are training manuals, i.e., software procedure
 6.9   manuals, provided during the training?
       Can the training be customized to meet the needs of
6.10   HACSM?
       Are there any Computer Based Trainings (CBT)
6.11   provided?
             If YES to the previous question, will the County
       own the CBTs after they are delivered to the County
       for future use?
       Any onsite training provided on an ongoing basis (as
6.12   new releases, etc occur)?




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  7    SYSTEM SUPPORT
     Attach a copy of your standard maintenance
 7.1 agreement.
 7.2 Explain your warranty and the warranty period.


       Help Desk Availability:
       Will a Help Desk offering live telephone support be
       available during normal PST business hours for this
 7.3   system when live usage starts?
 7.4   Is live HelpDesk support available 24/7?
       Is a Web site dedicated to interactive HelpDesk
 7.5   functions available?
       Will a web site dedicated to ongoing support of the
 7.6   system be provided by the vendor?

       On-Site Support:
       When on-site support is needed, what is the
 7.8   guaranteed response time?
            Same day as initial call:
            Next business day:
            As soon as possible (not defined):
       Is a local source of software support available for the
 7.9   vendor’s product?
       Are the local support technicians employee’s of the
       vendor or are they employees of a third party support
7.10   group?
       Is a staff member dedicated to software support
7.11   available during normal PST business hours?
7.12   Is support available 24 hours/day, 7 days/week?
       Does the vendor company fully support customized
7.13   software?

       Self Support:
7.14   Is a data dictionary available?




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       Is an online Help Menu offering an Index of Topics
       and searchable by keyword, similar to that found in
7.15   Windows, available in the proposed software?
7.16   Is on-line help available at the screen level?
7.17   Is field level on-line help available at all times?
       Is the on-line help customizable by the user without re-
7.18   compiling?
       Does the system provide dynamic listings of valid
       codes or text choices at each point where they are
7.19   used?
       System has capability to easily correct errors and
       create necessary audit trait, including appropriate log
 7.2   files for IT users.
       Software manuals are provided in electronic format.
       On an annual basis vendor updates electronic form of
       software manuals or upon the release on any
7.21   software upgrades by the vendor.



  8    GENERAL
       System includes ability to populate and produce form
       letters at a click of the mouse and to integrate with
       bar coding applications,both for batch processing, i.e.
 8.1   RX's, or single client forms/letters.
       System has cabability to predetermine document
       packets and should be part of module setup that is
 8.2   editable to IT users.
       System provides ability to populate and print
       predetermined document packets "on the fly" with a
       single click of the mouse and to integrate with bar
 8.3   coding applications.
       System offers end user the ability to select multiple
       documents (those not included in a document
 8.4   packet), for printing "on the fly".




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    Document/Correspondence Tracking System
    includes ability to set and track required response
    times for documents and should integrate and
    synchronize with ECM applications to prevent double
    work tracking documents. System should allow user
    to define priority between ECM application and
8.5 system Tracking application.
    Document/Correspondence Tracking System issues
    warning of out of date information.and should
    integrate and synchronize with ECM applications to
    prevent double work tracking documents. System
    should allow user to define priority between ECM
8.6 application and system Tracking application.

    Within any screen in the system, the user has the
    ability to display field information; this field information
    should show the tables that make up that field along
    with the ability to copy the script to the Crystal report
8.7 writer for easy field level reporting.




 9   INTAKE/SCREENING
    System has capability to create a secure, web-based
    self-service eligibility application able to integrate and
    synchronize with SAAS vendor applications, including
    edit checks to prevent errors and perform
    calculations and eligibility rules to provide applicants
    with preliminary eligibility determinations , including
    identifying and disallowing submittal of duplicate
9.1 applications from same household.




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      System has capability to create a secure, web-based
      self-service eligibility application able to integrate and
      synchronize with SAAS vendor applications, that
      allows applicants to confirm that their application was
      received, date and time application was accepted,
9.2   and confirmation that the applicant is on a waitlist.
      Software maintains real time waiting lists for multi
      housing programs with multiple priority and/or
9.3   preference categories.
      Software creates automated systems for updating
      applicant information, selecting applicants for
      screening and notifying applicants of their status on
      waiting lists based upon User identified criteria
9.4   including a lottery option..
      When an applicant is denied, system generates a
      denial letter that informs the applicant of the denial
9.5   and appeal process.
      System allows only users user identified as
      authorized to define rules for ranking applicants on
      the wait list and creates an appropriate audit trail of
      all changes to ranking rules, identifying the user, date
9.6   & time and rule changed.
      Users have the ability to create specific audit and
      management reports via flexible report writer based
      upon user identified criteria using real-time data,
      allowing the user to create customized statistical
      reports on any data fields within and between
      different modules of the system.Additionally, IT user
      can access, relate, filter, copy, and save live or
9.7   practice data.
      Software has ability to rank applicants on waiting lists
      by user defined criteria, including continual lottery,
9.8   preferences, and/or date and time.




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    System has the capability of providing a centralized
    waiting list showing an applicants eligibility status for
    multiple programs, Voucher,Project based, Moderate
    Rehabilitation, Public Housing,etc and maintaining
    their active status on other programs while they are
9.9 being processed for eligibility on another program.


     System has capability to track all PHAS indicators
     (i.e., persons denied for various reasons or evicted
     for various reasons). Additionally,system tracks all
     MASS indicators in their entirety as required by
     HUD's "Instruction Guidebook for Completing Public
     Housing Assessment System Management
     Operations Certification Form HUD-50072" updated
     May 2005. System completes the following line items
     of form HUD-50072 based on information in software
     system: V12400 through V13100, CF10050 through
     CF11500, CF12700 through CF 13000, W10000
     through W10800, A10000,A10100, A10200, A10300,
     A10400, A10550, A10800, S10800, S11200. System
     provides user defined (date range, sample size)
     reports for the same line items from form HUD-
     50072. This information provided in a user defined
9.10 report format (pulled at least quarterly).
     Designated system parameters can be changed by
     designated staff with appropriate security approval
     without the need to use programmers, generating
     appropriate audit trail of all changes to system
     parameter, identifying the user, date & time and
9.11 parameters changed..




                                                                   Page 21 of 90
                                                                       Appendix X
                                                                 Solution Requirements

       System is capable of tracking multiple reasonable
       accommodations for both applicants and participants
       (i.e., requests from applicants or residents for units
       with special features or modifications), including LEP
       needs and requests, mobility, hearing ,sight and also
       request for program modifications. Additionally,
       system has the ability to generate reports of # of
       requested accomodations, # approved and
       met,#denied for user defined time periodA( Quarterly,
9.12   year,etc)
       System is capable of tracking income targeting
9.13   requirements. (HUD requirement)
       System has the ability to set Eligibility Determination
       Sequence to automate system (i.e. is head of
       household under 18? If yes, is emancipated minor?
9.14   etc)
       System has the ability to prevent user from saving if
9.15   required information has not been entered.
       System has the ability to make HA defined
9.16   information Required information.
       System has the ability to prevent Applicant from
       skipping information required on the HUD 50058
9.17   form.
9.18   System captures and stores Applicant Status.
       System captures and stores sequence date and time -
       the date used by the sorting routines when date and
9.19   time are considered.
       System has capability to capture and store original
       application date - the date the applicant first applied
       for housing assistance-and also to store a random
9.20   digit as application date.
       System captures and stores Preference -
       preference(s) claimed by the applicant for each
9.21   waiting list.




                                                                    Page 22 of 90
                                                                       Appendix X
                                                                 Solution Requirements

       System has capability tocapture and store bedroom
       size - number of bedrooms for which the applicant
       qualifies-.based uppon user defined criteria which
       may vary for different programs, such as Section 8
9.22   and Public Housing.
       The system allows for data to be sorted by the
       following functions: Sequence date and time,
       Preference, Bedroom size, HUD Household Type
       (Single, Family, Senior,Disabled) and randomly
9.23   assigned digit/application date.
       Interviews can be system scheduled by user-defined
       dates and times and assigned to users based on user
9.24   identified criteria..
       System has capability to manage site based waiting
9.25   lists.
       The system will validate whether an applicant has a
9.26   "do not re-house" status.
9.27   System tracks if applicant owes any PHA money.
       System tracks Waiting List(s) applicant is applying
9.28   for.
       The system has the ability to capture and store, in a
       way that it can never be changed, the original
       application address and date and time of original
9.29   application..

     If the Head of House is under 18, the system will ask
9.30 if Head of House is a formally emancipated minor.
     The system has the capability to allow the HACSM to
     add fields, other than those required for eligibility, to
     the pre-application. The PHA will be able to
     designate these as mandatory data or not on the pre-
9.31 application..
     If the applicant is determined to be eligible, the
     system will display which waiting lists they qualify for
     out of those they applied for and alert the assigned
9.32 staff when to process.




                                                                    Page 23 of 90
                                                                      Appendix X
                                                                Solution Requirements

       If the applicant is determined to be eligible, the
       system will proceed to full application entry based
9.33   upon user identified criteria.
       The system has the capability to enter unlimited
9.34   notes for the applicant.
       Each note and user action entry will be automatically
9.35   tagged with date, time and user ID.
       The system has the ability to enter detailed
9.36   household member information.
       The system will allow the user to select preferences
9.37   for which applicant qualifies.
       The system has the capability to determine and to
       select the bedroom size for which an applicant
       qualifies for different programs based upon user
9.38   defined criteria..
       The system has the ability to add an applicant to an
9.39   unlimited number of waiting lists.
       The system has the ability to add and track, from one
       screen, an applicant who may be on waiting lists for
9.40   separate programs.
       The system will allow input of an original application
9.41   date.
       The system will allow input of a sequence date and
9.42   time.
       The system will sort any waiting list based on
       predefined preferences based upon user defined
9.43   criteria.
       The system will sort any waiting list based on
9.44   sequence date and time only.
9.45   The system will sort any waiting list randomly.
       The system will sort by income category for income
9.46   targeting.
       The system will warn when an applicant is next to be
       drawn and applicant information has not been
9.47   updated within a user-defined period of time.




                                                                   Page 24 of 90
                                                                        Appendix X
                                                                  Solution Requirements

       The system has the ability to withdraw an applicant at
       any point in the process based upon user defined
9.48   criteria, creating an appropriate audit trail.
       The system has ability to capture and archive an
       historical snapshot of all applicant data at the time of
9.49   the draw.
       The system will perform multiple draw types based
9.50   upon the sorting process.
       The system has the ability to draw a user-defined
       percentage from each income category for income
9.51   targeting.
       The system can perform all draw types by waiting list,
9.52   by bedroom size.
       The system will give users the ability to enter the
       waiting list, draw type, and number of applicants to
9.53   draw.

       After a draw has taken place, the system will assign
       the applicant to an HACSM representative and
       schedule an interview with the applicant based upon
       HACSM's policy regarding assignment of applicants
       (e.g. randomly, by alphabet) and the representative’s
9.54   schedule availability.
       The system will track applicants who fail to appear for
9.55   the briefing.
       The system will permit HACSM to setup what can
       happen to an applicant after one or more missed
9.56   appointments.
       The system will generate a completed application for
9.57   applicant signature.
9.58   The system will generate a termination letter.

     The system has the ability to automatically generate
     user-defined verification letters and to integrate and
9.59 synchronize with bar coding and ECM applications.




                                                                     Page 25 of 90
                                                                      Appendix X
                                                                Solution Requirements

       The system will track the dates all verification
       documents, including Third Party forms, was sent
9.60   and received by User ID number.
       The system has a user-defined verification section
       where the HACSM can check off all items for which
       HUD requires Third Party verification, whether by
       letter or by viewing a physical document and
9.61   generate an appropriate audit trail..
       The system will prevent the possibility of having a
       family receive assistance in two programs, but it will
       allow an overlap period when moving from one
       program to another or from unit to unit within a
9.62   program.
       The system will archive applicants by wait list, date
9.63   and status.
9.64   The system will retrieve archived applicants.

     The system will automatically change an applicant’s
     user-defined application status for a given program,
     based upon the stage of the eligibility process for that
     program without affecting their place on another
9.65 Waiting List for other programs..
     The system will track all family members by Social
     Security Number and provide the ability to look up
9.66 any family member by Social Security Number.
     The system has a user-defined point where the
     applicant passes from the intake process to a
     housing program and the ability to assign a new user
9.67 to the applicant.


     Whenever an applicant is assigned to a new user, the
9.68 system will alert the new user of the assignment.
     The system has the ability to generate letters for
     groups of applicants, based on user-defined criteria,
     or to generate the same letters from a list for
     individual applicants and to integrate and
9.69 synchronize with bar coding and ECM applications..




                                                                   Page 26 of 90
                                                                       Appendix X
                                                                 Solution Requirements

     The system has the ability to create and print labels
9.70 based on user-defined criteria
     Application must have HUD form 52641 (HAP
9.71 Contract) available on menu.
9.72 Application must auto populate HUD form 52641.
     Override of basic eligibility determination will be
9.73 controlled by security to the user level.


9.74 Notes may be locked to prevent changes after entry.
     Based on security settings, users will be able to view
     all notes, only notes entered for a program, or only
9.75 the notes entered by a user.


     The system has the ability to control who can create
     an overlap condition when a resident transfers from
9.76 one unit to another or from one program to another.
     The system has the ability to limit what applicants
     each user can view and creates appropriate audit
     trails of user attempting to violate user identified
9.77 privacy protocols.




    HOUSING CHOICE VOUCHER /
 10 PUBLIC HOUSING
       System maintains 1099 information, including vendor
       changes; payee/owner information driven and has
       ability to print 1099's for each owner for each owner
10.1   number.
10.2   System maintains 50058 historical information
       System maintains rental subsidy payments and
       historical record for a specific client, landlord and a
10.3   unit.
10.4   System maintains recertification information
       System maintains historical information on moves,
10.5   receivables, and adjustments
10.6   System maintains admin fee changes



                                                                    Page 27 of 90
                                                                       Appendix X
                                                                 Solution Requirements

      System handles automatic scheduling (e.g.,
      interviews, inspections, briefings, re-certifications
      etc.) by user identification, census tract and other
 10.7 user identified criteria.


        System has ability to automatically assign a HACSM
        employee to a client based on user-defined
 10.8   characteristics (e.g., workload, programs, etc.).
        System maintains HUD-required information for
        portability (both incoming and outgoing) for both
        account receivable and accout payable modules and
 10.9   HUD required reports.
        System manages portability payments; has the
        functionality to be both a payables and a receivables
        system which interfaces with each other and can
        generate reports on balances owed per HA as well as
10.10   each individual.
        System allows for rules to be defined to determine
        where to send payments and correspondence
        including vendor changes; payee/owner information
        driven and 1099 MISC reporting. (e.g., letters should
        go to the landlord and payments should go to the
10.11   bank).

        System holds subsidy payments for any user-defined
        reason (e.g., failed inspections, change of ownership,
10.12   re-examination overdue by XXmonths etc).
        System has the ability to abate subsidy payments and
        to reinstate suspended subsidy payments with an
10.13   appropriate audit trail.
        System has an historical tracking mechanism that
        can track user defined criteria in the system such as
        50058 data, free form client notes, HAP
10.14   payments,etc.
        System has user access controls that provide print
10.15   queue security.




                                                                    Page 28 of 90
                                                                          Appendix X
                                                                    Solution Requirements

        System has a data/user stamp on data entry screens
10.16   when an update of any kind is made.
        System is able to generate an appointment log via
        auto scheduling and is capable of integrating and
10.17   synchronizing with ECM applications..
        System is able to track all certification appointments
10.18   and their results.
        System has lead-based paint tracking functionality
        (e.g., fields to capture that individual has received
        lead paint information, if children under six live in the
10.19   dwelling, etc.).
10.20   System stores unit history/inspection history.
        System performs partial payment calculations for
10.21   contracts effective after the 1st of the month.

      System has direct deposit capability (electronic fund
      transfer) and can ingrate and synchronize with third
10.22 party vendor applications for financial institutions.


      System has the ability to automatically stop payments
      to landlords based on user defined criteria and # of
      months after lease expiration and to notify user
      defined assigned staff. Additionally, system should
      allow for an override option for authorized users
10.23 creating an apporpriate audit trail.
10.24 Notes fields are accessible from each screen.


      System must have the ability to alter 1099 data to
      reflect any user approved change in amount paid to
10.25 the vendor creating appropriate audit trail by user ID.
      The system has a user-defined reexamination
      checklist that must be completed before the system
10.26 attempts to validate the certification.




                                                                       Page 29 of 90
                                                                       Appendix X
                                                                 Solution Requirements


      The system has the ability to tag a resident as a
      FSS/WTW participant and also to track and report on
      Tax Credit Units-New HUD requirement,LEP needs
      of both applicants and participants and needs for
10.27 accessible features-mobility, hearing, sight..


        The system has the ability to calculate adjustments to
        FSS escrow payment amounts based upon re-
        examination data, complete the 50058 FSS
        Addendum, generate the correct FSS/Welfare to
        Work Voucher Addendum and transmit the
10.28   completed Addendum to HUD PIC system .
        The system allows retroactive TTP changes with
10.29   appropriate audit trail..
10.30   Property Management module available.
        The system has the ability to track user defined
        status changes to clients, including changes to family
        income, composition, address, portability status, FSS
        status, termination,etc and flag the appropriate
10.31   assigned users.
        The system allows manual override of the calculated
        HAP and/or UAP payment. This feature may be
10.32   turned off creating appropriate audit trail..
        The system requires a reason for HAP and/or UAP
        override. It identifies the user creating the override
        and automatically generates a monthly audit report of
10.33   all HAP/UAP overrides.
        Each time a certification is done the system removes
        any manual HAP adjustment so the user must re-
10.34   enter it if they intend for it to continue.
        The system has the ability to validate every 50058
10.35   based upon MTCS criteria.




                                                                    Page 30 of 90
                                                                       Appendix X
                                                                 Solution Requirements

        On failure to validate 50058, the system automatically
        takes the user to the screen(s) needed to correct the
        error(s) and should indicate the field(s) that need(s)
        correction. Additionally the system will explain the
        error and possible fix, allowing user to fix the item
        rather than the user having to escape out and star all
10.36   over again..
        The system has the ability to prevent 50058s from
        being sent to MTCS until they pass validation but also
        contains an ability to override and submit 50058s with
        "warning" items, but not "fatal" items, creating an
10.37   appropriate audit trail.
        The system has the ability to auto-create HAP or UAP
        retroactive adjustments for certifications done in
        arrears. Use of this feature must be subject to
        appropriate supervisory approval and generate
10.38   appropriate audit trail.
        The system has the ability to prorate HAP for mixed
10.39   citizen families per HUD rules.

      If the HUD Type of Action is 6 (End Participation), the
10.40 system prevents further HAP or UAP payments.
      The system automatically calculates, based upon
      HUD payment standards, the resident rent, utility
      allowance, standard deductions, medical,
      handicapped, minor, elderly allowances, rent to
      owner, total tenant payment, tenant rent, HAP and
      UAP and tracks EID for both Section 8 and Public
10.41 Housing programs.


      The system has the ability to enter earned income
      exclusion for each member and to track the number
      of months applied at 100% exemption(12 months),
      the number of months at 50% exemption(next 12
10.42 months) consistent with current HUD regulations .
      The system has the ability to enter earnings
10.43 deduction for each member .




                                                                    Page 31 of 90
                                                                       Appendix X
                                                                 Solution Requirements

        The system has the ability to exclude selected asset
        income and also excluded income items such as.
10.44   food stamps, from the rent calculation
10.45   The system charges a user-defined minimum rent.
        The system creates payments to receiving PHAs for
        outgoing portables. This includes: HAPs,
        administrative fees, utility reimbursements, and Hard-
10.46   to-house fees.
        The system has the ability to auto invoice initiating
        PHAs for incoming portables and integrates and
        synchronizes with Accounts Receivable module..
        This includes: HAPs, admin fees, utility
        reimbursements, Hard-to-House fees, and damage
10.47   claims.
        The system has the ability to alert user if the family
        share exceeds 40%.at re-examination and produce
        the appropriate audit trail. On new move-ins, the
        system has the ability to not allow user to complete
        contract if initial TTP is over 40% and produces
10.48   appropriate audit trail.
        The system is able to receive HAP Payee’s return of
        payments and record the return in the HAP Payee’s
10.49   payment history records.
        The system has the ability to transfer HAPs to a new
10.50   increment.
        The system has the ability to maintain landlord
        alternate addresses for both payments and 1099s
        and for participants -home address and mailing
10.51   address including a "care of" person..
        The system has the ability to put HAP or UAP checks
10.52   on abatement.
        When a HAP abatement ends and HAP resumes, the
        system automatically, without user intervention,
        creates a HAP adjustment for the period from the
        date the HAP resumed through the end of that
10.53   calendar month only.




                                                                    Page 32 of 90
                                                                           Appendix X
                                                                     Solution Requirements


        The system has the ability to put HAP or UAP checks
10.54   on hold and generate appropriate audit trail.

      When a HAP hold ends and HAP resumes, the
      system offers the user a choice between creating an
      adjustment to cover the period from the first day
      payment was held through the end of the current
      calendar month (if no HAP payment was generated
      for the current month) OR creating a HAP adjustment
      only for the period from the date the HAP resumed
10.55 through the end of that calendar month.
      When a UAP abatement or hold ends and UAP
      resumes, the system offers the user a choice
      between creating an adjustment to cover the period
      from the first day payment was abated or held
      through the end of the current calendar month (if no
      UAP payment was generated for the current month)
      OR creating a UAP adjustment only for the period
      from the date the UAP resumed through the end of
10.56 that calendar month.


        If a resident recertification takes effect during the time
        of hold, the new HAP or UAP amount is used for all
        days after the certification effective date to show the
10.57   abated amount and/or to create adjustments.
        The system allows for the purging of resident archive
        records based upon user defined retention criteria of
        maintaining all records for families still currently on
        the program and for 3 years after they leave program
10.58   with apprpriate audit trails.
        System has the ability to calculate and print pre-move-
        in rent proration estimates based upon an applicant’s
        rent calculation information for both the Public
10.59   Housing & Section 8 Program.
        System has a setup for utility allowances by bedroom
10.60   size and by building.



                                                                        Page 33 of 90
                                                                      Appendix X
                                                                Solution Requirements

        System has a setup for a user-defined pick list of
10.61   recurring charges.
        System permits childcare deductions based on HUD
        regs and tracks continuing age eligibility threshold
        and removes childcare deductions when age eligibility
10.62   threshold is exceeded.
        System has a setup for the day of each month (12)
10.63   and time that rent is considered late.
10.64   Rent statements are be user definable.
        System has the ability to enter a message to be
        printed on the rent statement. Messages may be the
        same for all residents or different by resident
10.65   management area or project.
        System has a setup for charge delay parameters for
        both Public Housing and Section 8 programs,
        including Invoices/statements for other receivables
        such as debt repayment by S8 clients.: Charges to
        be delayed, Display future charges on rent
        statements, Number of days to delay after posting
        date before charge appears on rent statement,
10.66   Number of days to delay charge due date.
        System has the ability to print monthly utility
10.67   reimbursement checks.
        System has the ability to manually enter
10.68   miscellaneous, non-recurring resident charges.
10.69   System creates receivable transactions
        System has the ability to manually receive payments
        against outstanding charges and post to resident
10.70   accounts.
        System has the ability to enter adjustments to all
10.71   previously posted transactions.
10.72   System generates a resident ledger.
        System maintains separate aging for delinquent rents
10.73   and other resident charges.




                                                                   Page 34 of 90
                                                                          Appendix X
                                                                    Solution Requirements

        System has the ability to enter a projected move-out
        date for both Public Housing & Section 8 units with
        notice and has ability to hold checks (if S8 clients) for
        next month generating appropriate report and audit
10.74   trail.
        System has the ability to generate a move-out
10.75   inspection.
        System has the ability to generate a make-ready work
10.76   order.
        System prevents the move-out date from being
10.77   earlier than the move-in date.
        System has a setup for user-defined end of
10.78   participation reasons.

      System has a setup to allow user to choose user-
      defined unit status when a unit is vacated consistent
      with PIC requirements and to track and integrate this
10.79 data into the HUD required MASS report.


      During move-out in the Public Housing or termination
      of S8 participation, system is capable of calculating
      FSS escrow credit owed,terminatig future FSS
      escrow credits and updating required FSS addendum
10.80 and notifying user defined assigned staff.


10.81   System has the ability to settle the resident's account.
        System maintains a bad debt file for all move-outs
        containing all unresolved charge transactions. Bad
        debt items are created at the time they are written off
10.82   or considered uncollectible.
        The bad debt file can be receipted against if the
10.83   moved-out resident later wants to pay.
        System has the ability to warn the Waiting List
        Module if someone applies who has a balance in the
10.84   bad debt file or a record in the entity alert file.
        System has a user-defined setup for management
10.85   areas.



                                                                       Page 35 of 90
                                                                       Appendix X
                                                                 Solution Requirements

      System has the ability to assign every unit to a
      management area in both the Public Housing &
10.86 Section 8 programs.
      System generates a move-in, move-out demographic
      report for new move-ins and move outs. Report can
      be broken down by user defined criteria, such as
      race, age, family size,disabled status, reason for
10.87 move-out and development

        System has ability to collect all required HUD data to
        prepare PHAS and SEMAP reports, including data for
        HUD reports MASS,PASS,FASS,RASS &
        ASSET.MGMT, consistent with current HUD
        requirements and the capability to integrate and
        synchronize with HUD required WEB BASED
        reporting sites in real-time XLM format to upload and
        download required HUD data and PHAS and
        SEMAPreports. Additionally, the system has the
        capability to identify and draw Quality Control
        samples consistent with HUD requirements based
        upon user defined criteria( such as date range-
        monthly, quarterly-,sample size, program type) for the
        following SEMAP/PHAS indicators: Applicants
        reaching top of wait list (including ineligibles), new
        admissions, participants with rent reasonableness
        determinations made, recently completed RXs,
        recently completed HQS inspections, failed annual or
        special HQS inspections Calculates Deconcentration
10.88   Bonus Indicator.
10.89   System has the ability to change unit ID for a unit.
        System has the ability to change the project ID for a
        unit or a range of units with appropriate security
        approval and creation of audit trail identifying
10.90   authorized user.
        System has a setup for income limits that are to be
        used by all federal housing programs throughout the
10.91   PHA.




                                                                    Page 36 of 90
                                                                   Appendix X
                                                             Solution Requirements

      System tracks money owed by landlords and deducts
      it from future payments and automatically integrates
10.92 & synchronizes with General Ledger.
      System tracks and bills tenants for owed charges and
      automatically integrates & synchronizes with General
10.93 Ledger.
      System has the abiity to track HUD required
      Community Services Requirement by client and
      complete appropriate 50058 data fields in compliance
10.94 with HUD reporting requirements.


      System has the ability to provide a user defined
      report that measures the percent of contracted units
      that were leased during a user defined timeframe and
      the percent of contracted funds spent during a user
      defined timeframe utilizing Voucher turnover rate,
      response rate from wait list applicants, voucher
      success rate, budget authority and expended HAP
10.95 funds data maintained by the system.




     FAMILY SELF SUFFICIENCY
  11 PROCESS
     The system has the ability to track FSS participants
     from the point of program entry, through each annual
     reexamination, generating and transmitting to the
     HUD web based PIC site the appropriate 50058 FSS
     Addendum until FSS program graduation or
11.1 termination.
     The system has the ability to calculate and track
     changes to individual FSS escrow payments based
     upon HUD requirements at point of program entry
     through succesive annual reexaminations until FSS
     program graduation or termination, including escrow
11.2 audits and updates.




                                                                Page 37 of 90
                                                                      Appendix X
                                                                Solution Requirements


     The system has the ability to flag and track portability
     status of FSS clients, including clients who have
     ported out to other housing authorities and clients
     who have ported into HACSM, including tracking
     amount of escrow funds transferred to HACSM from
     port ins, amount of escrow funds transfered by
11.3 HACSM for port outs to other housing authorities.

     The system has a flexible user defined case
     management module to track and generate HUD
     required reports on all changes to FSS households
     required to be monitored and reported to HUD based
     upon the HUD FSS Logic Model and FSS annual
     evaluation process, such as which clients and how
     many have earned income;which cleints and how
     many are receiving TANF/General Assistance;which
     clients, how many clients and total amout of
     increased earned income;which clients and how
     many transitioned from Welfare to Work; which
     clients and how many obtained a GED, high school
     diploma,post-secondary degree;which clients and
     how many graduated and value of FSS escrow
     accounts distributed;which clients and how many new
     escrow accounts were started;which clients and how
     many purchased a home uder the Section 8
     ownership or other program; which clients and how
     many were terminated and value of forfeited escrow;
11.4 etc.
     The system has the ability to assign FSS clients to
     user defined Case Managers who are automatically
     notified of any changes in the status of FSS clients,
     including household income, composition,address
     change,TTP amount, escrow changes, program
11.5 violations,etc.




                                                                   Page 38 of 90
                                                                      Appendix X
                                                                Solution Requirements


     The system FSS case management module contains
     free form comment fields for recording and tracking
     Case Manager notes on the progress of each FSS
     client household and has appropriate security levels
     to restrict access to case notes to user defined staff
11.6 in compliance with HUD privacy regulations.
     The system has the ability for historical archiving of
     FSS client data, including full case notes with
     appropriate security levels to restrict access to user
     defined staff in compliance with HUD privacy
11.7 regulations.
     The system has the ability for FSS Case Managers to
     set appointment flags for FSS clients progress
     meetings based upon user defined time intervals and
     to automatically generate reminder letters to clients
11.8 and notification to assigned Case Manager.

     The system has standard FSS reports and forms
     which can be easily changed, updated, customized,
     added, or deleted based upon user identified criteria
     using real-time data, allowing the user to create
     customized statistical reports on any data fields within
11.9 and between different modules of the system.




 12   VOUCHER ISSUANCE
     The system generates a HAP calculation and
     Maximum Gross Rent worksheet and Summary
     Worksheet of rent calculation, Family Composition,
12.1 Source of Income and Deductions.




                                                                   Page 39 of 90
                                                                       Appendix X
                                                                 Solution Requirements


     The system can generate a voucher for each of the
     following types: Certificate, Voucher, Moderate
     Rehabilitation, Project-based,DHAP, FSS, Shelter
     Plus care and locally funded programs. In Set up
     Module, system has ability for user to create tables
12.2 for local programs based upon user identifed criteria.

       The system can generate a voucher for each of the
       following sub-types: Regular, Incoming billable
       portable, Incoming non-billable portable, Out-going
       payable portable, Out-going non-payable portable,
12.3   Welfare to Work and Enhanced.
       At the voucher issuance screen the system displays
       increment issue date, expiration date, number of
       units authorized, number of units issued, contract
12.4   authority, and remaining amount.
       Each voucher number is unique, based on date of
12.5   issue and any authorized time extension period.
       On issuance of voucher for new applicants only, the
       system automatically generates and sends a Type 10
12.6   (Issuance of Voucher) certificate to MTCS.
       The system determines the number of days an
       applicant has to find a unit under a time-based
12.7   housing offer based on user defined criteria.
       The system has the capability to determine the
       number of allowable extensions for a time-based
       housing offer for an applicant based upon user
       identifed criteria but also allows the user to override
       the expiration of the housing offer for special cases
       producing an appropriate audit trail of override
12.8   exceptions.
     On expiration of the voucher the system seeks user
     approval to automatically generate a voucher offer
12.9 expiration and creates an appropriate audit trail.




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      On expiration of the voucher the system seeks user
      approval to automatically generate and send a Type
12.10 11 (Expiration of Voucher) 50058 to MTCS.


        The system permits entry of unit and owner
        information flagged to the client issued the Vouncher
        when the Request for Tenant Approval (RFTA) is
        received and time stamped by the system.
        Additionally, the system has the ability to track the
        Voucher as "Pending Approval" until unit inspection is
        approved and Contract Approval is completed and
        can generate reports for user selected time periods
        on the status of all submitted RFTAs by user defined
12.11   criteria(ie. Pending, Approved, Denied.)
        The system has the ability to track submitted RFTAs
        by user assigned staff, census tract and geopraphic
12.12   area (City or unincorporated ).
        The system compares a new property against
        properties previously entered to prevent entering
12.13   duplicates.
        The system has the ability to select which utilities and
        services the resident should pay for in the unit,
12.14   selected from a user-defined table.
        When RFTA process begins, the system
        automatically generates an inspection request and
12.15   notifies user defined assigned staff.

      IF the RFTA process fails, the system has the ability
      to reset the offer status and to generate letters to
      both the client and owner who submitted the RFTA
      based on user defined criteria of cause of denial and
12.16 time remaining prior to expiration of issued Voucher .




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      The system has an address standardization capacity
      to check addresses on submitted RFTAs against both
      existing system data and to integrate and synchronize
      with thrid party applications providing postal data and
      ownership data for user defined geoprphic areas (
      Alameda County and selected Alameda incorporated
12.17 cities.)




  13    INSPECTIONS
      System has the ability to schedule inspections based
 13.1 upon HACSM defined parameters.
      HQS and UPCS annual inspections can be easily
      selected and automatically or manually scheduled
 13.2 based upon user defined criteria.


        System has capability to both support handhelds
        integrated with ECM scanning or to turn off handheld
 13.3   option and still work with ECM scanning applications.
        Software is able to convert a UPCS public housing
 13.4   failed inspection/disapproval letter to a work order.
        Software is able to convert a completed work order to
        a final inspection (move-in) request for a Public
        Housing unit and send notification to user defined
 13.5   assigned staff..
        The inspection module automatically integrates and
        synchronizes with the public housing and Section 8
 13.6   modules in the system.
        The system has the ability to track Failed Inspections
        and User Identified corection period,extensions and
 13.7   abatement action.




                                                                    Page 42 of 90
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      Based on a policy, when an inspection fails due to
      unit deficiencies, the system automatically suspends
      the HAP payment for the unit and flags the pre-
      payment report and the resident’s main screen that
      the inspection failed for unit deficiencies.
      Additionally,the system module setup menu includes
      an option for HAP suspension time frame or
      continued payments of either days or months based
 13.8 upon user identified criteria.


        Based on a policy, when an inspection fails due to
        resident-related deficiencies, system automatically
        excludes the HAP and UAP payments for the unit and
        the resident and flags the pre-payment report and the
        resident’s main screen that the inspection failed for
        resident deficiencies. Additionally,the system module
        setup menu includes an option for HAP suspension
        time frame or continued payments of either days or
 13.9   months based upon user identified criteria.
        The software allows based on user identified criteria
        the scheduling and rescheduling of HUD required
        HQS and UPCS inspections based on the unit,
13.10   tenant, and landlord data.
        Annuals, Re-inspections, Specials, and any other
        named inspection can be created, scheduled and
13.11   managed based upon user identified criteria..
        Software provides for both batch and individual unit
        scheduling based on various data fields such as due
        date, time since last inspection, inspector, including
13.12   census tract numbers.




                                                                    Page 43 of 90
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        Software generates HUD-compliant HQS and UPCS
        inspection data and can capture all essential
        inspection data including unit address, client and
        owner info, inspection type, fail items, comments, and
        the results of each inspection (pass, fail,
        inconclusive). Additionally, sofware has ability to
        import all county addresses from third party software,
13.13   so new units are selected from a master list.
        The software tracks deficiencies and can designate
        the appropriate due date for failed items configured to
        match HACSM identifed criteria and includes a Drop
        Down Menu of Frequently Failed Items and a Free
13.14   form Comment Field.
        System enables the inspector to specify the location
        of failed items and assign responsibility for each item
13.15   to either the client or owner.
        HUD required fields are available for updating both
        on the desktop browser and the handheld inspection
13.16   device.

        The system has the ability to generate inspection
        letters, such as notice of inspection appointment,
        notice of missed appointment, and notice of failed
        inspection (including deficiency items with a Free
        form Comment Field) by user identified criteria, such
        as individually, batched, by Inspector, by census
        tract,etc and can integrate and synchronize with ECM
13.17   and bar coding applications.
        Software generates notices of abatement and notices
        of termination of housing assistance, after failed re-
13.18   inspections.
        System allows user to schedule and reschedule all
13.19   HUD-required HQS and UPCS inspections.
        System allows user to schedule appointments
13.20   individually or in batches.




                                                                     Page 44 of 90
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      System allows initial and re-inspection appointments
13.21 to be re-assigned to different inspectors.
      System has the ability to allow user to schedule and
      inquire by various data fields based upon user
      identified criteria including: Due date, address,
      census tract, Zone/assigned area, inspection type,
13.22 inspector.
      System allows scheduler to assign inspectors and
13.23 display inspector calendars.


        System displays on PDA inspector's daily schedule,
13.24   total number of appointments and number completed.
        System automatically generates appropriate
13.25   appointment letters to both participant and owner.
        System allows user to schedule re-inspections
13.26   through PDA and/or workstation.
        System allows user to create inspection on demand
13.27   in the field.
        System creates HUD-compliant HQS and UPCS
        inspection forms for all required inspections: Initial,
        Annual, Re-inspection Special/ complaint, Audit/
13.28   quality control, Move out
        System captures Inspection type (such as initial,
13.29   annual and re-inspection.
13.30   System captures unit address.
13.31   System captures due date.
13.32   System captures inspector.
        System captures date, start and end time of
13.33   inspections by assigned Inspector..
        System captures client name, identification number &
13.34   phone number
        System captures owner's name, identification
        number, phone number, email address, mail address,
13.35   city, state, zip.
        System captures Manager/ Agent name, phone
13.36   number, email and address.



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        System captures, and displays on handheld,whether
13.37   or not children are under age of 6 (Yes/No).
13.38   System captures date unit built.
        Systems captures Utility information (including type of
13.39   utility, responsible party).
13.40   Utility information is editable on the handheld.
        System captures appliance information including
13.41   type, ownership, and gas/electric.
13.42   Appliance information is editable on the handheld.
13.43   System captures deficiency/failed items.
        System has Free Form Comment Field to capture
        complaint description for special/ complaint
13.44   inspections.
        System captures Inspection result – pass/fail,
13.45   inconclusive, etc.
        System maintains inspection data in user-friendly
13.46   database.
        System maintains inspection history by both unit and
13.47   client.
        Systems allows user to access inspection data
        through multiple lookup fields including: client name,
        owner name, identification numbers, unit address,
13.48   date, inspector.
        System compiles and tracks deficiencies and failed
13.49   inspections.
        System has the ability for HACSM to customize the
13.50   deficiency item list.
        System has the ability for inspector to specify the
        location of deficiency items – floor, room, area,
        right/left, rear/front, center with a Free Form
13.51   Comment Field..
        System automatically designates the appropriate
        repair/re-inspection period for user defined failed
        items (i.e. 30 days, 24 hours, etc.), with date and/or
        type designation editable based on User defined
13.52   criteria..



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        System carries forward details on failed items to re-
13.53   inspection.
        System assigns an editable due date for correcting
13.54   deficiencies.
        System allows user to designate parties responsible
13.55   for deficiency items.
        System allows inspector to add comments to specific
13.56   pass/fail items.
        System captures inspection results including: pass,
        pass w/ comment, fail, inconclusive, cancelled, no-
13.57   show/ missed appointment.
        System allows Inspector to add comments about
13.58   inspection.
        System notes if inspection was cancelled, by what
13.59   party and why.
        System records on PDA key contract information
        such as: Number of persons in the household,
        children under 7, Contract start date, Unit rating on a
        numerical or alphabetical scale, Contract rent
13.60   amount, and Rent approval/disapproval.
        System has ability to generate appropriate inspection
        letters either individually or batched and to integrate
        and synchronize with ECM and barcoding
13.61   applications.
        System generates appropriate action letter after failed
        re-inspection including notices of: disapproval,
13.62   abatement, and termination.
        System generates HUD-compliant inspection reports,
13.63   such as HUD-52580.
        System allows HACSM to create custom, in-house
13.64   reports from inspection data.
        System integrates with third party report writers such
13.65   as Crystal.

        System tracks and reports inspection history by
13.66   inspector, unit, inspection type and inspection result.




                                                                     Page 47 of 90
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        System can export inspection data and reports to MS
13.67   compatible software such as MS Excel and Word.

        System can transfer inspection data (including
        photos) electronically to document imaging software
        (without printing and scanning) and can integrate and
13.68   synchronize with ECM and bar coding applcations .
        System can store digital images and attach photos or
13.69   document images to inspection record.
        System generates work orders from inspection
        information gathered during public housing
13.70   inspections.
        System utilizes HUD REAC inspection protocol for
13.71   Public Housing.
        System captures electronic signatures and attaches
13.72   signatures to inspection records.
        System takes digital photos/images and attaches
        image files to specific tenant, inspection, and/or unit
13.73   files.
        System provides email and calendar applications
13.74   capable of synchronizing with Microsoft Outlook.
        System maps inspection locations and get directions
13.75   and/or route information.
        System has the ability to decouple the inspection
        schedule and the re-examination schedule of clients
        to allow user flexibility for different inspection and re-
13.76   examination schedules.



  14    RENT REASONABLENESS




                                                                        Page 48 of 90
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     System has a rental listing component where
     landlords willing to rent their properties to Section 8
     tenants can list their available rentals. If, when the
     owner removes the listing, they indicate they rented
     to a non-S8 tenant, the rental amount data and the
     listing information for that unit is placed in the rent
     reasonableness database. Additionally,the system
     has the ability for tenants to view on-line rental listing
     in order to find properties that accept S8. The system
     has the abiity to generate reports based on user
     defined criteria such as: # of registered tenants, # of
     units listed, # of units viewed, # of active landlords, #
     of active units, and a printable rental listing with
     property type, price, BR/BA, address, census tract,
14.1 contact and contact phone #.


       Software has a flexible user defined database system
       to collect, analyze and compare market rental
       information for rent reasonability purposes, using
       user defined search criteria. User needs to be able to
       select which criteria will be used to determine rent
       reasonableness and not a predetermined formula
14.2   that can not be edited by the user.
       The system has the ability to enter information and to
       import rent reasonableness information from third
       party sources and applications, including delimited
14.3   files.
       The system has the ability to capture basic unit
       information( address, census tract, bedroom size,
       amenities,etc) that can be reused for each rent
14.4   reasonableness analysis done on a unit.
       The system has the ability to enter multiple
       comparables to determine rent reasonableness for a
       unit, including locational and reason accomodation
14.5   criteria..




                                                                     Page 49 of 90
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        System has the ability to collect rent reasonableness
 14.6   information on handheld computers.

      The system has the ability to do two different kinds of
 14.7 rent reasonableness comparisons: initial and annual.
      The system allows the user to edit/override/enter the
 14.8 unit contract rent for a comparison.


      The system requires the user to select a minimum
 14.9 number of comparables for a rent comparison.
      The system allows unlimited comparisons as directed
14.10 by user.
      The initial comparison will pull the contract rent from
      the assisted unit and put it in the (current) contract
      rent of the rent comparison as well as the Owner
14.11 Request Rent.
      System has the ability to produce a Rent
      Reasonableness Certification form at the end of the
      process and attach an electronic signature and
14.12 maintain a copy in the data base.




  15    UNIT TURNAROUND / LEASE UP
      Once a unit is identified as “vacant”, system tracks
      the number of days it has been vacant and provides
      updated yearly reports for all vacancies per site,
      consistent with HUD required PHAS indicators,
      including tracking the reasons units are vacant and
      for operating subsidy calculation also, vacant units
 15.1 due to modernization, natural disaster, legal, etc.




                                                                   Page 50 of 90
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      When a tenant provides a moving notice of upcoming
      vacancy, the system has the ability to flag assigned
      user(Housing Manager) so they can offer tenant a pre-
      move out inspection. When the unit is identified as
      “vacant”, system flags the Housing Mangert to
 15.2 inspect the unit.
      System can be used to automatically notify the
 15.3 “Offers” process that a unit has been vacated.

        System has ability to alert assigned user (Housing
        Manager) and to allow staff to offer a newly “vacant”
        unit to the top-ranked applicant from the appropriate
        waiting list. If the unit is identified as an accessible
        unit, system has ability to idenitfy and to offer unit to
        top person identified as in need of accessible unit on
        transfer list of current tenants, then go to wait list to
 15.4   identify new applicanats in need of that unit.
        System has ability to “carry over” vacant units from
        one calendar year to the next (i.e., unit becomes
        vacant 10/01/05 and remains vacant until 2/07/06)
        and to capture this data for HUD required PHAS
 15.5   reports.
        System has ability to categorizes vacant units by the
 15.6   reasons for vacancy.
        System has the ability to notify the new and the old
        Property Manager when a resident is being
 15.7   transferred.
        System has the ability to automatically calculate rent
 15.8   based on Federal or State regulations.
        System flags to re-verify household income at lease-
        up if the verification occurred more than 60 days in
 15.9   the past.
        System alerts management and maintenance of the
15.10   availability or lack of availability of stock.




                                                                       Page 51 of 90
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      Upon new move in, the system generates and sends
      a Type 1 (New Admission) certification to MTCS to be
      submitted based on user identified criteria. If MTCS
      rejects Type 1 admission because MTCS data shows
      the household housed with another agency/program,
15.11 the system allows the user to fix this error.




  16   TRANSFER/RELOCATION
       System has a process in place for handling requests
       for changes in household composition. This could
       include adding and removing family members or
16.1   changing heads of household.
       Users have the ability to access the information on
16.2   the current status of transfers.
       System can handle transfers via a separate waiting
       list or integrate within the general waiting list by user
16.3   identifed criteria..
       The system has the ability to transfer residents from
       unit to unit within a housing program and from one
16.4   housing program to another.

     When transferring, the system offers to prorate
16.5 HAP/UAP/Rent based upon criteria from the new unit.
     If the resident’s annual re-exam comes due during
     the transfer search period, the system notifies the
     user that a Type 9 (Annual Reexamination
16.6 Searching) is required.
     Upon move-in during a unit transfer, the system
     generates and send a Type 7 (Other Change of Unit)
     certification to MTCS based upon user identified
16.7 criteria
     The system has a policy to allow user-definition of the
     number of months a new resident must stay in a unit
     before they are allowed to transfer and allows the
16.8 user to activate or deactivate this feature.



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 17    EVICTIONS
17.1   System tracks and monitors lease violations.

     System has the ability for authorized users to set up
     automatic rules regarding eviction timelines and the
     documents needed for each type of eviction process
17.2 based upon user identified criteria.
     System includes user-defined validation rules that
     prohibit users from moving to the next step in a
17.3 process without completing the current step.


       System tracks existing violations and uses a different
17.4   rule for second violations of the same type.



 18    RENT STATEMENTS
     Statements show new month charges, amount paid
     since last, new itemized amounts billed (based on
     codes that represent various types of charges, e.g.
     maintenance, legal), amount overdue and remaining
     balance.. The system has the ability for user defined
     time period options indicating when to send out
     statements and to whom, such as mid month
     statements for those tenants with balances owed or
     an option to select by tenant, project, date range,
18.1 open balances, all, etc.)
     Staff will be able to generate a copy of a statement
     for one tenant (or multiple tenants or properties) at
     any location at any time during the month and the
     system is able to provide an option for ALL or for
18.2 those with outstanding balances only.
     Staff will be able to generate a receipt for one tenant
     (or multiple tenants) at any location at any time during
18.3 the month.




                                                                   Page 53 of 90
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      System restricts which statements print based on
      user-defined criteria (e.g., person in eviction status,
 18.4 do not bill).
      Statements can include a standard message for all
      residents (e.g., Happy 4th of July) as well as specific
      resident messages (e.g., maintenance has attempted
      to enter your unit to fix the leaky faucet, please call
 18.5 909-###-####).
      System has different types of mailing features (e.g.,
      ability to generate a statement that folds into an
      envelope, ability to seal a return envelope into the
 18.6 statement, etc).
      System generates a detailed invoice for maintenance
      and other non-rent charges (e.g., legal fees) and
      allows user to click on the transaction in Account
 18.7 /Receivable and it will display the invoice.
      System ties a maintenance charge back to the
      original work order that created it (for the purpose of
      invoicing and statements) and allows user to click on
      the transaction in Account /Receivable and it will
 18.8 display the invoice.
      System reflects repayment agreements on the
 18.9 statement.
18.10   Delinquencies in repayment agreements are listed.



  19    RENT PAYMENTS




                                                                   Page 54 of 90
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       Payment rules can be applied globally as well as by
       resident (e.g., as a global rule: first to current rent
       due, second to past rent charges, third to payment
       agreements and/or legal fees, fourth to maintenance
       charges. Individual resident rule: first apply payments
       to current rent, past rent, payment agreements, legal
       fees, and maintenance charges and late fees). Allow
       user to change payment rules in accordance with
19.1   current HACSM policy (user defined criteria).
       System flags residents whose rent should not be
19.2   accepted (e.g., residents under eviction).
19.3   System generates an aged A/R report.
       System has ability to post automatic late fees to
19.4   tenant accounts module based on HACSM policy.



    TENANT ACCOUNTING &
 20 REPORTING


     System has capability to track number of times a
20.1 resident has paid on time or late during their tenancy.
     System gives ability to schedule a disciplinary
     conference based on user-defined criteria (e.g.,
20.2 multiple late payments).
     System creates a management agreement or eviction
     paperwork based on the results of the disciplinary
20.3 conference.
     System maintains a history of the number of
     disciplinary meetings by type and by unit address
     (e.g., a tenant lives at Waterman Gardens for 10
     years and has two disciplinary meetings for rent and
     one for a noise complaint. The tenant moves to
20.4 Redlands and has no meetings.).




                                                                    Page 55 of 90
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      The printing of the next month’s statements does not
      impact the current month-end (e.g., payments and
      NSF checks can still be entered for the current month
      and charges to the following month once rental
 20.5 statements have been printed).


      The printing of rental statements is tied to the
      generation of the next month’s charges (e.g., if the
      rental statement for March is printed on February
 20.6 15th, March’s rent charge is on the tenant’s ledger).


      The system handles prior balances for a resident who
      moves within HACSB and does not have a zero
      balance (e.g., a person moves to development X
 20.7 from development Y owing a balance of $1,000).
      When a resident moves within HACSB or moves out
      of a HACSB development, the system continues to
 20.8 track charges in detail.
      The system can write-off bad debt without changing
 20.9 the balance on a resident’s ledger.


      System has the capability to track an account after it
      has been written off. (HACSB continues to attempt to
20.10 collect on accounts after they have been written off.)




                                                                  Page 56 of 90
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      System is able to automatically capture data fields to
      complete and generate required HUD reports for
      Operating Subsidy Calculations, including :vacant
      units due to Units undergoing modernization;Special
      use units -Units that are occupied by
      police officers and that also qualify as specialuse
      units (specify Eligible Unit Months);Units vacant due
      to litigation;Units vacant due to disaster;Units vacant
      due to casualties; Units vacant due to changing
      market conditions;
      Utility allowances changes. Additionally, the system
      allows users to define those fields based upon
      changes in HUD policies for calculating Operating
20.11 Subsidy.
      The system has the ability for any tenant financial
      transactions to interface to the General Ledger(G/L)
      and from G/L the user is able to refer back to the
20.12 tenant or the transaction source.




  21    WORK ORDER
        System allows unlimited work items on a single work
 21.1   order
        System captures employee's name who enters work
 21.2   order
        System generates tenant accounting charge when
 21.3   W.O. is chargd to tenant upon completion
        Preventative maintenance work orders can be
        generated automatically based on warranty
 21.4   information and user-defined criteria.
        System maintains a list of open work orders and the
        reason as to why they have not been closed (e.g.,
        waiting for stock) and also track emergency, EHS
        and regular work orders for HUD required PHAS
 21.5   report.




                                                                   Page 57 of 90
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        System notifies maintenance when inventory is
 21.6   received for an open work order.
        System calculates expenses (labor and supplies) for
        work completed under property damage claims for
 21.7   insurance claims.
        System maintains a unit inventory of all fixtures in the
 21.8   unit and appliances.
        System maintains a history of the type of fixtures
        installed in each unit based on the inventory used in
        the work order ; e.g., the shower is not working
        properly. The system shows that Company XYZ
        makes the shower valve and the plumber brings that
 21.9   type of valve.
        New features (windows guards, grab bars) can be
21.10   added to unit inventory as units are modified.
        System tracks the amount of money spent on stock
        and man hours, contracted man hours, contractor
21.11   work, per unit.
        The system can track inventory and usage by
        different units of measure. For example, inventory
        would record “box of 100 elbow joints”, but work
21.12   orders would draw down pieces within that box.
        System has the ability to enter a maintenance work
21.13   order by address or name of tenant.
        System has the ability to look up date of completion
21.14   of work order by address.
        System has the ability to look up date of completion
21.15   of work order by resident name.
        System has the ability to look up date of completion
21.16   of work order by building and unit.
        System has a user-defined setup for facility (non-unit)
        maintenance target types. (e.g. common area,
21.17   system, parking lot.)
        System has a setup for user-defined maintenance
21.18   areas.
        System has the ability to assign every unit and facility
21.19   to a maintenance area.



                                                                      Page 58 of 90
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        System has a policy to determine if units and facilities
21.20   will be assigned to maintenance areas.

      System has a user-defined setup for WO priorities.
21.21 (Priority 1 will be reserved for emergency.)
      User determines whether each priority is to be
21.22 counted for PHAS.


      System has a component that evaluates the quality of
21.23 physical work for non Public Housing units..
      As the first step in WO entry, system has the ability to
21.24 select a unit, address or name.
      System has the ability to enter UPCS Work Order(s)
21.25 from UPCS
      System has a setup for WO presets. These presets
      will be user-defined with the most common
      responses to all of the fields that must be filled in for
21.26 each WO priority.


      System has a policy to determine if the date and time
      can be changed from the system date and time when
      a new WO is entered. Default field should be current
      system date/time with option to override protected by
      pass word security and appropriate audit trail
21.27 identifying user of override option.
      System has a separate, security protected, Work
      Order entry screen, for entering non-current WO.
21.28 (e.g. WO called in after hours.)
      System allows setup of user defined okay to enter
21.29 statuses.


      System has a policy to determine if user defined
      "Cause Code" will be used for WO, such as Normal
      Wear & Tear, Warranty, Tenant Caused, Vandalism,
21.30 Accident(Fire,etc), Preventive Maintenance,etc.
      System has a setup for user-defined WO cause-
21.31 codes.




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        System has a setup for user-defined time rate to be
21.32   charged

21.33 System has a setup for user-defined origination code.
      System has a policy to determine if approved by will
21.34 be used.
21.35 System has a setup for user-defined problems.


        In addition to choosing a problem for each WO, user
        will also be able to enter additional comments. The
        system will enter a default additional comment of, “No
        comments entered.” Indicate number of lines
21.36   available for free form comments on WO..
        System has a policy to determine if more than one
21.37   problem can be placed on the same WO.
        System has a policy to determine if multiple new WO
        may be opened for the same preventive
        maintenance schedule for either indiviudal units,
        group of units or buildings or common area facilities
21.38   at the same time.
        System has a setup for user-defined group codes
        and task codes. (e.g. group code “Electrical,” task
21.39   code “Replace light bulb.”)
        System has a policy to determine if the import of task
        codes will be used to populate solution in work order
21.40   entry.
        System has a policy to determine if multiple task
        codes may be used to populate solution in work order
21.41   entry.
        System has a policy to determine if workers will be
21.42   assigned at the time WO is opened.

        System allows the entering and changing of a phone
21.43   number and second phone number of residents.




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      System has codes for work completion that includes
      user ability to enter contractor codes for frequently
      used contractors and system ability to generate
      reports of the number of assigned WOs, completed
      Wos,total cost of completed WOs by assigned
21.44 contractor by a user defined time period. .
      System has a process for removing unit from rent roll
      for modernization work and system ability to generate
      reports of the number of units removed from rent roll
      and the reason for removal by a user defined time
21.45 period.
      System has ability that all charges from W/O system
      integrate and flow automatically to Tenant accounting
21.46 module and consequently GL.




  22    GENERAL LEDGER
      System has the ability to “drill down” into an account
      balance to reveal the sources and posting dates of all
 22.1 transactions that make up the balance.


      General Ledger posting dates should be user defined
      at time of input. Ability to set the date of "no postings
 22.2 prior to" should be Supervisor input at any time.


        System has a user-definable account structure, which
 22.3   supports up to 15 segments of varying lengths.
 22.4   System has a user-definable chart of accounts.
 22.5   Segment values are alphanumeric characters.
        Account segments can be defined flexibly to
        represent for example, program, fund, cost center,
 22.6   division, or department.
        Each financial account can be associated with a
        HUD FDS account number for regulatory reporting
 22.7   purposes.



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        User can create segment-based inquiries for any
 22.8   range of account segments within General Ledger.
        User can, when authorized, enter or update the
 22.9   account segment definition.
22.10   User, with security, can set up accounts.
22.11   User security is assigned at the process level.
        The account definition and valid account identification
22.12   have their own security entry.

      User can substitute Agency-defined names for
22.13 account types, such as revenue instead of income.
      Agency can define invalid segment combinations.
      This allows accounts to be created on the fly (as
      used) as long as they do not violate the rules
      established and eliminates the need or temptation to
22.14 create all possible combinations ahead of time.
      Beginning balances for all posting accounts and unit
      accounts can be entered for a new fiscal year or in
      the middle of a fiscal year. However, beginning
      balances for accounts once established and finalized,
22.15 can not be changed.


22.16   Posting and allocation account types are supported.
        Posting accounts track assets, liabilities, revenue,
22.17   expenses and equity.
        Account types (asset, liability equity, income,
22.18   expense) can be set up by the segment range.
        Profit and Loss accounts are for revenue and
22.19   expenses.
        Account categories can be used to group accounts
        on financial statements (e.g., petty cash, cash-
        operating, cash-payroll can all be grouped as "Cash"
22.20   accounts).
        Each account can be associated with a HUD FDS
22.21   account number for regulatory reporting purposes.
        User with proper security can maintain an existing
22.22   account.



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22.23 Audit trail is maintained for all changes to accounts
      Authorized user can deactivate an account that has
      an account balance year-to-date, removing it from
      account lookup windows and disabling post-to
22.24 capability.
      System provides sub-ledgers for payables,
      receivables (commitments), cash payments, cash
22.25 receipts, pre-encumbrances, and encumbrances.
      System provides general ledger journals for all
22.26 interfacing systems.


        System supports flexible fiscal years and accounting
22.27   periods, providing for closing and adjustments.
        User can specify which fiscal periods close and which
22.28   do not.
        System supports reporting for weekly, bi-weekly,
22.29   monthly, quarterly, and yearly periods.
22.30   System ensures that fiscal periods leave no gaps.
        Different fiscal years can have different numbers of
22.31   accounting periods.
        System allows two open fiscal years at a time,
        permitting current fiscal year activity to be posted
22.32   while continuing to adjust for the past fiscal year.
        System supports a minimum of 12 and up to 15
22.33   accounting periods per fiscal year.
        Upon fiscal year close, current balances become year-
22.34   end balances.
        All accounting periods, whether consolidated or
        unconsolidated, can be closed by the user, so that no
22.35   transactions can be posted to them.
        Upon closing of a fiscal year, software will reconcile
        and summarize the balances accumulated
22.36   throughout the year.
        Upon closing of a fiscal year, software will transfer
        open-year profit and loss amounts to retained earning
22.37   account.



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      At close of a fiscal year, software will zero all profit
      and loss account balances after the transfer to
22.38 retained earnings is completed.


        At close of a fiscal year, software will summarize
        balance sheet accounts, bringing balances forward to
22.39   a new fiscal year (as beginning balances).
        System allows authorized users to remove inactive
22.40   accounts.
        At close of a fiscal year, software allows for the
22.41   printing of the Year-End closing report.
        At close of a fiscal year, software closes all
22.42   accounting periods contained in the fiscal year.
        System ensures, prior to closing the GL fiscal year,
        month-end and period-end procedures for all other
22.43   modules have been completed.
        System ensures, prior to closing the GL fiscal year,
        year-end procedures for all other modules have been
22.44   completed.

      System ensures, prior to closing the GL fiscal year,
22.45 auto-reversing transactions have been completed.
      Software assures, prior to closing the GL fiscal year,
      transaction history retention requirements are set up
22.46 correctly.
      System allows, prior to closing the GL fiscal year,
      printing of Trial Balance report and year-end financial
22.47 statements.
      System allows, prior to closing the GL fiscal year, set
22.48 up of a new fiscal year.


      During fiscal year end close, user specifies
22.49 retain/don't retain transaction detail for drill-down, etc.
      During fiscal year end close, user specifies select
22.50 retained earnings account(s) to be used.
      During fiscal year end close, user specifies starting
22.51 journal entry number/ID




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        During fiscal year end close, user specifies fiscal year
22.52   to be closed.
        During fiscal year end close, user specifies whether
        encumbrances should roll forward or close out to a
22.53   balance sheet account.
        Following close, the user can optionally adjust budget
22.54   amounts for the new year.
        Following close, the user can optionally print year-end
22.55   close report.
        Following close, the user can optionally print financial
22.56   statements.
        Fiscal year close can be done separately for different
22.57   funds.

22.58   System validates account number upon journal entry.
        Transactions can be entered by any user with the
22.59   appropriate security.
        User specifies accounts to be used for the
        transaction's debits and credits by selecting them
        from a valid accounts list, or by searching for the
        desired account as follows: Partial description,
        Specify some segment values upon which to filter,
22.60   Partial title
        All journal entries/transactions must be in balance
22.61   prior to posting.
        User can select an open transaction to be
22.62   modified/adjusted from a search screen.
        Posted transaction errors are corrected by entering
        adjusting transactions, which are linked in the system
22.63   to the transactions being corrected.
        System supports journal entry templates, where the
        accounts are static, but amounts vary, for rapid
22.64   transaction entry.
        Create and maintain recurring journal entries. The
        following are specified by the user: Start date, End
        date or maximum # of iterations, Periodicity
22.65




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22.66   Recurring entries are created on demand.

        System maintains an audit trail of all journal entries,
22.67   showing source (system or UID), date and time.
        System maintains an audit trail of journal entry
        changes, with a record of when and who and type of
22.68   action, and before and after images.
        System provides audit ability of allocated transactions
22.69   from origination through final posting.
22.70   Revenue and expense entries can be allocated.
        User may specify distributions manually upon
22.71   transaction entry.
        System can automatically create distributions at
22.72   transaction entry (to journal).
        The system supports fixed and variable allocation
        accounts, which are used to distribute a transaction
22.73   among other accounts.
        System allows manual posting of chosen
22.74   transactions.
        Security setup allows assigning of Posting rights in all
        modules with appropriate security protection and
        audit trails. Any financial transactions should
        automatically flow into the General Ledger and
22.75   appropriate sub ledgers..

       System is able to identify and track all required
      financial data to complete HUD required reports such
      as VMS, FASS, SEMAP, OPERATING SUBSIDY
22.76 reporting and produce appropriate audit trails..
      System is able to integrate and synchronize with third-
      party vendor payroll applications and automatically
      post financial payroll data to General Ledger and
22.77 appropriate sub ledgers..
      Allow for 3rd party payroll entry if payroll is transferred
22.78 to a 3rd party.




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  23    BUDGET
      System has ability for online budget preparation
      including backup and justification schedules, with drill
      down capabilities for individual funds and then
 23.1 consolidated agency-wide.
      Online budgeting system allows for performance
      budgeting with goals and objectives and project work
 23.2 schedules.
      System provides the ability to create activity codes to
      track major budgeted work (i.e., hallway cleaning, unit
 23.3 turnaround, landscaping, etc.).


      System can rollup and create budget schedules that
      allocate line item expenses to various housing
      programs. For example, office supplies are budgeted
 23.4 to federal operating, state operating, capital, etc.
      System produces a real-time list of allocations by
      budgeted person/position by funding source (e.g.,
      allocation of administrative salaries to various
 23.5 housing programs).


      System has capability to produce and track various
      iterations of a budget and requires each iteration to
 23.6 be named and scenario or assumptions provided.
      System has the ability for budgets to be set up and
      reports run by funding cycle and by fiscal year and
 23.7 then consolidated by fiscal year.


      Budget/expense reporting captures encumbrances,
      commitments, including contract balances, contract
 23.8 requisitions, and open purchase orders.


 23.9 System allows for on screen review of budget reports.
      System provides an on-line budget with an
23.10 incorporated approval and revision process.
      System tracks budget revisions (who, when, where,
23.11 variance from original budget).




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        System captures historical leasing rates, HAP
        payments, tenant payments, gross rents, etc. used
23.12   for budget preparation.
        Expense approval can be tied to available budget
23.13   amounts.
        HR module/system allows for appointed and vacant
        positions so that position schedules can be generated
23.14   by department/funding source.
        Users have the option to group developments
        together (as a region) and generate budget/expense
23.15   reports for the group.
        Budget system allows a shortcut to enter a complete
        GL account code without entering the entire string of
23.16   numbers.
        Budget system has the ability to perform overhead
        allocation by cost center, grant, and/or project
23.17   number+C212.
        Budget system supports consolidation and supporting
23.18   documentation.
        Budget system interfaces with the purchasing system
        allowing a mechanism to alert purchasing regarding
23.19   over budget conditions.
        Capitalized budget items are assigned a requisition
        number and the same requisition number is used in
        the purchasing system allowing a full accounting,
23.20   auditing, and approval process.



     GRANTS MANAGEMENT /
  24 FUNDING


      System tracks income from multiple sources as well
      as the restrictions (i.e., timelines and allowable
 24.1 expenditures) associated with each income source.




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       System tracks an expense at different levels (i.e., a
       charge expensed as “plumbing supplies” can also be
       tagged as an expense allocated to a “unit rehab”
24.2   project).
24.3   System tracks fund obligations.
       System incorporates budgets and budget revisions to
24.4   produce budget to actual reports.
       System tracks projects across fiscal years and the life
24.5   of the project.
       System integrates with other aspects of project
       management, such as scheduling, percentage of
       completion, statistical reporting (“units renovated to
24.6   date”), etc.
       The system can be used to track matching costs for a
24.7   grant to meet cost match requirements.



 25    ACCOUNTS RECEIVABLE
     System has ability to post cash against specific
25.1 transactions.
25.2 System allows adjusting transactions.
     System tracks various types of receivables (rental,
     commercial, subsidy). This may necessitate
25.3 autonomous receivable modules.


     System has a Portability Accounts Receivable feature
     that integrates and synchronizes with A/P module for
25.4 landlord payables that are billed to another PHA.
     System interfaces all transaction postings
     (receivables, cash, and adjustments) with the general
25.5 ledger.




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     System has ability to integrate and synchronize with
     third party payment systems for multiple methods of
     recording payments including lock box for some
     residents, manual entry of payments for others and
     remote deposit interface with financal banks creating
     automatic upload into both the bank system and user
     Account Receivable General Ledger with appropriate
     audit trail.There is system feature in remote deposit
     that includes an account # field that can be uploaded
25.6 to A/R so that it can post the payment automatically.
25.7 System has bank reconciliation capabilities.
     System has capability to generate report for
     Receivables by fund, project and other user defined
25.8 options.




 26    ACCOUNTS PAYABLE
       Vendors can securely interface with AP system for
       self-service payment status, invoice submissions, etc.
       Direct deposit of Vendor checks is built into the
26.1   system
       Repetitive claims can be inputed for an entire year
26.2   and released monthly (Recurring payables).
       System handles payment terms to take advantage of
26.3   discounts.
26.4   System reports on lost discount opportunities.
       System can import electronic claims from a third
26.5   party.
       System creates batch commitments that may be
26.6   added to or removed from and approved.
       System allows selection of posted commitments to
26.7   pay, either as a batch or individually.
26.8   System prevents post to closed fiscal period.




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        System tracks vendor data: name, MBE/WBE,
        Section 3, addresses, remit to addresses, ZIP, taxID,
        order from address, multiple contact (phone, fax, e-
        mail, contact name) info, MTD, QTD, YTD payment
        totals, terms, current balance, total purchases last
        year, total purchases MDT, QTD, YTD, # invoices
        YTD, current payment status. System has ability to
        link scanned images to vendor data and allows
        vendor/owners to have multiple owner numbers for
        various complexes or a system of creating multiple
 26.9   check by complex.
        System tracks invoice data: invoice #, invoice date,
        due date, requisition #, PO #, invoice total, line items
        (including internal & external part numbers, qty,
        price), account distribution, discount rate, discount
26.10   date, notes, invoice batch.
        System displays all payments / commitments to a
26.11   vendor, by or across addresses.
        System audits trail of all changes made at the invoice
26.12   level.
        System links commitment & payment (check) to
26.13   invoice #'s.
        System offers choice of consolidating payments to a
        vendor to produce one check (through payment
26.14   group) or doing individual payments.
26.15   GL interface can post in summary or detail.
26.16   System has rule-based account allocation.
        System has a restart capability for check printing,
26.17   with specified start point.
        System can place hold on vendor to prevent
26.18   payment.
        System checks for duplicate entry and allows for
26.19   deletion of duplicates.

        System allows for partial payment of invoices & ability
26.20   to cancel unpaid portion of invoice by line item.




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      System provides the ability to mark vendor "inactive"
26.21 or "deleted".
26.22 System auto-generates vendor IDs.


        System provides user-definable vendor classification
26.23   codes; One vendor can have multiple classifications.
        System has comprehensive drill-around & drill-down
        for vendors, commitments, payments, invoices, and
26.24   contracts.
        System has ability to batch commitment items for
26.25   payment by due date.
        Allow for duplicate invoice numbers for when only
        account numbers are available. ex PG&E does not
        supply invoice numbers only account numbers per
26.26   address.
26.27   System processes vendor credit memos.
        System checks sum of line items against the invoice
26.28   total.
        System distributes commitments to unlimited number
26.29   of GL accounts.
        System allows commitments to be adjusted (from
26.30   invoiced amount) prior to payment.
        System provides for approval of commitment batches
        prior to payment and provides good notification
26.31   processes.
        System requires reason when commitment<>
26.32   invoices line items.
        System logs user ID, date time, reason when
26.33   commitment amount <> invoice amount.
        System can increase the commitment amount as well
26.34   as decrease it on the commitments screen.
        System allows user to view vendor information across
26.35   modules.
        System carries vendor name and invoice # (all screen
26.36   header info) to commitment screen.
        System has ability for direct deposit (Electronic Fund
26.37   transfer) for vendors.



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  27    BANK BOOK
 27.1   System allows multiple bank accounts to be entered.
 27.2   Deposit and withdrawals may be entered.
        Checks (quick checks) may be written, queued and
 27.3   recorded.
        Bankbooks are maintained for all established bank
 27.4   accounts.
        Checks are generated (printed) from check queues,
        constrained by bank account, by journal, by date
27.50   range.
        Direct Deposit submissions are generated in NACHA
        format from DD queues constrained by bank account,
27.60   by journal, by date range.

        Bankbook transactions can be displayed on the
        screen in list format showing the document number,
27.70   date, entity (payee) and amount in +/- format.
        Bankbook transactions can be selected and the
27.80   allocation of the transaction viewed.
        Bankbook transactions may be voided and a
        reversing entry recorded in the native journal
27.90   referencing the voided transaction.
        Search functions are available in the bankbook to
27.10   allow for easy retrieval.
        Viewing constraints are available in the bankbook to
        limit displayed transactions by entity (payee) and/or
27.11   date range.
        Ability to Export function is available to create
        transmission files for use with the bank’s check
27.12   confirmation services.
        The Bank Book module will process bank deposits,
        direct deposits (DD) and print/process checks for all
        modules (e.g. Accounts Payable, Accounts
27.13   Receivable).



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        Allow for check generation to be recorded in one
        Revolving fund account with intercompany
        transactions automatically generated between RF
        and the program charged for the expense.This would
        at the minimum create 4 lines of entry and could go
27.14   up to 99 lines of entry.
        The bank statement balance and statement date is
27.15   entered.
        All transactions can be sorted in any manner:
        Cleared, Cleared Date, Item Date, Type (Check, DD,
        Deposit, Adjustment, Transfer, etc), Check No., DD
27.16   Number, Payee, Amount, and Void Date.
        The user can mark each transaction reflected on the
        bank statement with a symbol indicating it is to be
27.17   cleared.
        As each item is marked running balances are
        displayed: Total deposits marked, total payments
        marked, the difference between the bank statement
        balance and the reconciliation balance (previous
        reconciliation balance plus the deposits marked less
27.18   the payments marked).
        The user may leave the reconciliation process at any
        time so that they may void transactions that have
        been recorded in error or record transactions that
        have been overlooked. Transactions that have
        already been marked will remain so unless manually
27.19   unmarked by the user.
        Once the difference between the statement balance
        and the reconciliation balance is zero the user may
27.20   print the reconciliation report.
        Allow for reconciliation statement printing even if the
27.21   balance is not zero.

      Once the reconciliation report is approved in
      accordance with the organization’s policy and
      procedure the temporary markings are removed and
27.22 replaced with the final cleared symbol (e.g. C).




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      User can enter Reimbursements by Payee, Payment
27.23 Type, and Date.
27.24 User can post Reimbursements.


27.25   User can View/Void Reimbursement by Date Range.
        User can process NSF Checks by Entity Name, ID,
27.26   Tax ID, etc.
        Look-up Transaction by Check No, Item Date, Void
        Date, Clear Date, Payee Current Name, Payee
27.27   Recorded Name, Payee TIN.
        User can transfer Funds from one account to
27.28   another.
27.29   There is a standard reconciliation detail report
27.30   The register provides listing of transactions.
27.31   The register reports by bank and date range.
        The register prompts for: bank account; list
        allocations (Yes/No); detail or summary, cleared or
        outstanding, voids; date range (This is an optional
27.32   constraint).
27.33   There is a standard 1099 report.



  28    PURCHASING
      System tracks and reports on contract and purchase
      order status approval/processing stages prior to
      finalization of an order or contract execution (e.g., a
      mechanism exists to track a new construction
      contract from inception through bidding to award).
      Additionally, the system allows scanned invoices, and
      other scanned documents to be linked to Vendor
      information and will integrate and synchronize withr
 28.1 ECM applications to complete this task.
      System uses vendor lists and pre-existing price lists
 28.2 for commonly used items and services.
      System has a mechanism for tracking and reporting
 28.3 on vendor performance.




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        System has a mechanism for tracking and reporting
 28.4   on current insurance certificates and insurance limits.
        System has a mechanism for tracking if a vendor is
        an Emerging Business Enterprise (Minority, Woman-
 28.5   Owned Business).
        System has a mechanism for tracking what
 28.6   certifications a vendor holds.
        System has a mechanism by which small purchase
        order data can be aggregated in order to guide future
        procurement decisions (e.g. there are many individual
        division purchases of pencils; therefore, we need a
 28.7   blanket pencil contract).
        System sends information to vendors based on their
        preferred contact method automatically (i.e.,
 28.8   automatic fax, e-mail, US Mail, etc.).
        Contract expiration and remaining balance
 28.9   information is reported.
28.10   System handles obligations and encumbrances.
        The system provides "shopping cart" functionality
        where users can select items from multiple suppliers
28.11   and add them to one requisition.
        The system allows a user to create a requisition
28.12   template for frequently purchased items.

        The user can individually select items from a
28.13   requisition template to be added to your requisition.
        The system allows a user to save requisitions for later
28.14   submittal.
        A new purchase order can be created from an
        existing purchase requisition/order with minor
28.15   updates.
        A user can cancel a specific requisition line instead of
28.16   the entire requisition.
        The system supports blanket purchase orders. This
        includes any fund verification prior to creating the
28.17   requisition.



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28.18 Thesystem supports non-catalog items.
      The system supports line item & requisition
28.19 attachments.
28.20 The system supports project based accounting.


      The system supports account code combination
28.21 checking to ensure a valid accounting code selection.
      The system grants individual users with permissions
28.22 to assign accounting code values.
28.23 The system supports cost distribution.
      The allocations can be by quantity, percentage, or
28.24 dollar amounts.


28.25   The system facilitates the requisitioning of services.
        Approval/routing rules can be applied to a user, a
        user group, a user role, a product, a supplier, or a
28.26   budget basis.
        The system has capabilities for flexible user defined
        routing of requisitions and Purchase Orders based
        upon user defined criteria for processing and
28.27   apporval.
        A user can completely change an approval chain on
        an ad hoc basis, i.e., not merely adding an approver,
        but routing it through another hierarchy (purchase on
28.28   behalf of).
        The system approval processing can link and
        integrate with other applications, specifically Microsoft
28.29   Outlook or Lotus Notes email systems.
        The system approval process has the capability of
        notifying user defined approvers of Requisitions and
28.30   Purchase Orders of pending approvals.
        The approver can approve a single line item(s)
28.31   versus the entire requisition.
        User can establish a unique set of approval rules to
        be individually applied to requisitions, order requests,
        and change orders based upon user identified
28.32   criteria..



                                                                       Page 77 of 90
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        The system has the capability for user defined
        approvers to return Requisitions and Purchase
        Orders documents to the author with their comments
28.33   prior to final approval.
        The product provides for real-time order transmission
28.34   and order statuses.
        The system has the capability to generate a
        Purchase Order in PDF format for both Supplier
28.35   transmission and for internal viewing/printing.
        The content of a purchase order can be changed for
        internal purposes subsequent to being sent to a
28.36   supplier.
        The content of a purchase order can be changed and
        re-submitted to a supplier subsequent to being initially
28.37   sent to a supplier.

      Previous versions of a Changed Purchase Order can
28.38 be viewed in relation to the most current version.
      Automated repsonse provided (customizable) to any
28.39 online transaction.
      The system has the capability to supports central
28.40 receiving by personnel other than the requestor.


        The system has the capability to interface, integrate,
        and/or feed capital purchases data directly to the
28.41   fixed asset module with appropriate audit trails.
        You can receive the remaining quantity of all items in
28.42   a purchase order with a single click.
        Users are granted permission to view online order
28.43   activity.
        Your PO number assignment process provides for
28.44   versioning of Blanket Release Orders.
        Your PO number assignment process provides for
28.45   versioning of Change Orders.
        Your system provides 3-way financial settlement
28.46   (orders, receipt, and invoice)




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      The system can identify an invoice as "payable" when
28.47 it satisfies a part of the order.
      The system can perform financial settlement of
      services--meaning it can identify a service invoice so
      that it can be invoiced multiple times, exceeding the
      quantity--but staying within the extended amount of
28.48 the original order.
      The system has Settlement Tolerances that allow
      invoices to be considered payable if they are not an
      exact match with the order, but within the order
28.49 tolerance percent.
      The system provides settlement administrators with
28.50 the ability to manage mismatched invoices.




  29    INVENTORY CONTROL
        System tracks items regardless of whether or not
        these items are considered part of the inventory
 29.1   general ledger line item.
        System maintains a history of the type of fixtures
        installed in each unit for the purpose of responding to
        tenant complaints (e.g., the shower is not working
        properly). The system shows that Company ABC
        makes the shower valve and the plumber brings that
 29.2   type of valve).
        System tracks failure rates of items installed in units
        (e.g., Company ABC shower valves fail at double the
        rate of Company XYZ shower valves) for the purpose
 29.3   of avoiding that item in the future.
        System can track inventory from a warehouse to the
 29.4   installation in the unit.



  30    FIXED ASSETS




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                                                                    Solution Requirements

        System must differentiate between assets that need
        to be tracked for business reasons (warranties,
        maintenance, etc.), specifically for fixed asset/capital
 30.1   asset programs.
        Fixed asset module must interface with G/L and
        purchasing. Specifically, if a contract that generated
        the initial purchase of the fixed asset is reallocated to
        a different fund, grant year, etc., the fixed asset
        information including depreciation must be updated
 30.2   as well.
        System tracks warranties for both fixed assets and
 30.3   non-fixed assets.
        Handheld and barcode processes are used for the
 30.4   fixed asset annual physical inventory.
 30.5   System handles dispositions and transfers.



  31    HUMAN RESOURCES
        System tracks detailed employee information (e.g.
 31.1   demographics, employment, skills, education).
        System allows employees to print information for their
 31.2   own personal use.
        System provides an online personnel requisition
 31.3   signoff process.
 31.4   System provides online employment applications.
 31.5   System provides online benefit eligibility testing.
        System creates and prints employee wage
 31.6   schedules.
 31.7   System includes U.S. compliance reporting.
        System automates premium calculations for
 31.8   individual benefits.
        System allows budgeting "what-ifs" for probable
 31.9   salary increases.
31.10   System allows extensive reporting capabilities.




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                                                               Solution Requirements

  32    CONTRACT MANAGEMENT
 32.1 System creates and maintains a request to contract.
      System tracks the creation and approval of a
 32.2 contract.
      System handles contract amendments and change
 32.3 orders.


      System can prioritize the approval of designated
 32.4 contracts, putting them on a faster approval timeline.
      System ties payments to purchase orders and
 32.5 contracts.
 32.6 System categorizes contracts.


      System tracks contract compliance with issues such
      as wage schedules, hiring mandates (i.e., for
      residents, minorities, and women), insurance
      requirements, and subcontracting goals with
 32.7 emerging business enterprises (MBE, WBE, EBE).
 32.8 System attaches subcontractors to contracts.


      System tracks and generates monthly and year to
      date reports showing subcontractors to contracts for
      emerging business enterprise reporting and HUD-
 32.9 Semi Annual Contractor/Subcontractor Reporting.
      Contract management system is linked with budget,
32.10 accounting, and purchasing.


        System is able to track contract expenditures to
32.11   multiple funding sources and multiple developments.



  33    UTILITY MANAGEMENT




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                                                                Solution Requirements

     Software has an utility management or monitoring
     component, which captures usage, rate, cost center,
     and the total cost per invoice. Additionally, the system
     For OPERATING SUBSIDY Calculation tracks and
     integrates required usage data into HUD required
33.1 reports.
     Software maintains an ongoing archive of utility data,
     and provides a reporting mechanism able to utilize
33.2 the utility data.
     Software has the ability to import data from third
33.3 parties.




 34    WEB-BASED REPORTING
       System allows administrator to add/remove users and
       integrates with Windows Active Directory with a single
34.1   sign-on.
       System allows administrator to assign/reset
       passwords and integrates with Windows Active
34.2   Directory with a single sign-on .
       System allows administrator to edit user permission
       groups and integrates with Windows Active Directory
34.3   with a single sign-on..
       System allows administrator to add/edit/remove
       groups and integrates with Windows Active Directory
34.4   with a single sign-on.
       System allows administrator to edit default set-up
       (change skins, font, etc), including various user
       templates since not all users will have/need the same
34.5   level of access to system.
       System allows administrator to add/edit/remove
       skins, including various user templates since not all
       users will have/need the same level of access to
34.6   system.




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                                                                   Solution Requirements

      The administrator can publish additional services for
      users by programming custom reports or links, etc.,
      and wrapping them within an application or portlet to
      which users may subscribe, including tools to
      integrate web-based reports with current or separate
 34.7 HA website.
 34.8 The administrator may delete or unpublish services.


        System has quantifiableSAGIS, SEMAP and PHAS
        reports in compliance with current HUD requirements
        that can be run at any time to calculate HACSM
        "current"score included. Additionally, system has the
        capability to integrate and synchronize with HUD
        required WEB BASED reporting sites in real-time
        XLM format to upload and download required HUD
        data and reports, including the ability for Manual PIC
 34.9   corrections.
        System allows user-defined reports in Excel or
        Crystal to be published, including the ability to export
        reports to existing HACSM intranet or internet
34.10   websites.
        System automatically refreshes all reports upon
        logging into the executive reporting system and
        creates a copy and track revision number prior to
34.11   refreshing the reports..
        System allows report icons to be setup with each icon
        displaying a graph or chart depicting the report
34.12   content.
        System allows users to click on a report icon to
        display the full report in a separate window or if
        browser based, to open in separate tab as not to
        loose track of main system screen and to down load
34.13   and manipulate the data.




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                                                                 Solution Requirements

      System permits alerts to be setup to automatically
      notify a user if certain user-defined benchmarks are
      not being met, including alerts on ECM Work Flow
      goals and HUD required reporting criteria such as
34.14 SEMAP and PHAS.
      System allows HACSM announcements to be
34.15 published on the Home page.


        Users may change log on passwords and integrates
34.16   with Windows Active Directory with a single sign-on.
        System has ability to synchronize with ECM
        application so that all memos and documents need to
34.17   be entered only once into the system.
        System has ability to capture 50058 errors, analysis
        PIC errors and make batch or individual resubmittals
        to the HUD PIC WEB BASED site, including tracking
        each PIC submittal, including appropriate audit
        trail.Additionally, system has ability to submit 50058
        data with a "Warning Notice" to HUD with appropriate
34.18   audit trail.
        System has the ability to integrate and synchronize
        with State of California EDD site to import EDD
        income data for verification of income with EIV and
34.19   client data.
        System has a "Test/Practice" area, allowing a
        duplicate system area that is updatable anytime by IT
34.20   for user training and testing.
        System has ability to integrate and synchronize with
        SAAS software, allowing HACSM to import
        information and statistical data from SAAS vendors if
34.21   needed.




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      System has conversion programs and tools to import
      and use 50058 data to build initial client/tenant
      information fields. Additionally, system has other
      conversion tools to import other key data into the
      system, such as landlord data, memos,
      inspections,etc.required in the various modules of the
      system Finally, system has conversion tools to verify
      and clean up existing data prior to transfer to new
34.22 system..


        System has ability to integrate and synchronize with
        EDD and EIV Security protocols to encrypt EDD &
        EIV data tables and allow user to access EDD & EIV
34.23   reports with proper authorization and audit trails.
        System has a robust seamless Report Writer
        Generator that allows the user to create a variety of
        customized reports on any data fields within and
        between different modules of the system, such as
        Census Tract data, accessible mobility needs,
        hearing, sight, LEP,family characteristic,
34.24   race/ethnicity,etc..
        System has the ability to query applicants, tenants
        and owners in multiple ways:name, SSI #,address,
34.25   client number,terminated,etc.
        System has the ability to create historical archive of
        all submitted 50058 data to HUD and to retrieve
        archived 50058,edit the data and re-submit to HUD
34.26   creating appropriate audit trail.

      System has the ability to create a report that
      compares what is in PIC to what is in the software's
      database-two categories: What's in PIC but not in
34.27 database. What's in database but not in PIC.


  35    PAYROLL
 35.1   Payroll module available?




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                                                                     Solution Requirements

        All associated reporting, distribution, taxation, history,
        employee detail, payments, benefits, W-2, State and
 35.2   Federal requirements are available?
        Calculates and deposits payroll tax for federal, state,
 35.3   and local jurisdictions
        Prepares and submits payroll tax returns and
 35.4   compliance reports
        Handles claims processing and audit benefit charge
 35.5   statements
        Reviews State Unemployment Insurance tax rates
 35.6   annually
        Identifies and calculates federal, state, and local tax
 35.7   incentives
        Easily customizable pay grid to fit the entry of data
 35.8   needed
        Access, save and print reports for payroll and
 35.9   employee data
35.10   Create custom reports
35.11   Cut off-cycle checks to meet special needs
35.12   Utilize validation tables to maintain data integrity

35.13   Maintain multiple tax parameters for each employee
        Access current and historical paycheck and voucher
35.14   data
35.15   Track labor costs by project
35.16   Ability to transfer payroll into the general ledger.
        Ability to create journal entries in any given
35.17   timeframe.
        Accurate and timely preparation and remittance of all
        returns and reconciliation reports as required by
35.18   federal, state, and local tax agencies.
        Reporting of quarterly and annual statements of
35.19   deposits and filings



  36    SYSTEM PRICING


                                                                        Page 86 of 90
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                                                             Solution Requirements

     How many users will the proposed system support
36.1 concurrently?
36.2 Is the proposed software licensed by:
          - concurrent user?
          - user seat?

       INITIAL ONE-TIME COSTS

     Initial TOTAL Hardware Cost:
     What is the TOTAL, all-inclusive cost for EACH
     hardware needed to setup the proposed system?
36.3 Please enter in the “RESPONSE” column.              -
          Hardware A:                                         $0.00
          Hardware B:                                         $0.00
          Hardware C:                                         $0.00
          Hardware D:                                         $0.00
     TOTAL Hardware Cost:                                     $0.00


       Initial TOTAL License Cost:                       -


     What is the TOTAL, all-inclusive license cost for
     EACH software needed to setup the proposed
36.4 system? Please enter in the “RESPONSE” column.      -
         Package A:                                           $0.00
         Package B:                                           $0.00
         Package C:                                           $0.00
     TOTAL License Cost:                                      $0.00


       Requirements Analysis:                            -


     If needed, enter the TOTAL cost of performing an
36.5 “AS-IS” system evaluation in the Response column:        $0.00
     If needed, enter the cost of defining the “TO-BE”
36.6 process:                                                 $0.00
     Enter the cost of performing all needed Business
36.7 Process Reengineering:                                   $0.00
     TOTAL Requirements Analysis Cost:                        $0.00




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                                                                -
      Installation:                                             -
      Enter the TOTAL, all-inclusive cost of all software
      custom programming tasks required before ALL
      software needed for the proposed system can be
      100% available and ready to use by the customer in
 36.8 all its operations:                                            $0.00


      Enter the TOTAL, all-inclusive cost of all software
      installation parameter setup or configuration scripting
      tasks required before any and ALL software needed
      for the proposed system can be 100% available and
 36.9 ready to use by the customer in all its operations:            $0.00
      Enter the TOTAL, all-inclusive cost of all software
      installation tasks required before any and ALL
      software needed for the proposed system can be
      100% available and ready to use by the customer in
36.10 all its operations:                                            $0.00
      TOTAL Installation Cost:                                       $0.00
                                                                -
      Data Conversion:                                          -
      What is the cost to convert the customer’s existing
36.11 data from the existing system?                                 $0.00
      TOTAL Data Conversion Cost:                                    $0.00


      Network Assessment:                                       -
      Enter the TOTAL cost of Network Assessment
36.12 required to implement the system:                              $0.00


      Test and System Validation:                               -
      Enter the TOTAL cost of all Testing & Validation
36.13 required to implement the system:                              $0.00
                                                                -
      Initial Training:                                         -
      What is the TOTAL, all-inclusive user and technical
      training cost for ALL software being proposed in the
36.14 proposed system?                                               $0.00




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                                                                -
        TOTAL INITIAL ONE-TIME COSTS:                                $0.00



        ON-GOING COSTS

      Per Transaction or Per Occurrence Costs:
      Please identify those offerings provided at a flat rate
36.15 per each transaction or occurrence:                       -
        - Transaction or Occurrence Offering A                       $0.00
        - Transaction or Occurrence Offering B                       $0.00
        - Transaction or Occurrence Offering C                       $0.00
                                                                -
      On-going Monthly Costs:                                   -
      Please identify those services, other than support or
      maintenance, provided at a flat, fixed amount per
36.16 MONTH:                                                    -
        - Service Offering A                                         $0.00
        - Service Offering B                                         $0.00
        - Service Offering C                                         $0.00
      TOTAL Ongoing Monthly Cost:                                    $0.00
                                                                -
      On-going Yearly Costs:                                    -
      Please identify those services, other than support or
      maintenance, provided at a flat, fixed amount per
36.17 YEAR:                                                     -
        - Service Offering A                                         $0.00
        - Service Offering B                                         $0.00
        - Service Offering C                                         $0.00
      TOTAL Ongoing Yearly Cost:                                     $0.00
                                                                -
        Annual Software Support:                                -


        What is the ANNUAL cost for software support on a
36.18   normal business day basis for any required software?         $0.00
                                                                -
        Annual Software Maintenance:                            -




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      What is the TOTAL ANNUAL cost for software
      maintenance, including all version upgrades, for any
36.19 required software?                                           $0.00
                                                              -
      Additional Training                                     -
      What is the TOTAL, all-inclusive user training cost for
      additional on-site training required to use the
36.20 proposed system?                                             $0.00
      TOTAL ONGOING COSTS:                                         $0.00
                                                              -

     TOTAL PRICE:                                                  $0.00
      The Total Price includes all INITIAL costs and the
36.21 first year’s Annual Support and Maintenance fees.       -
      Cost for Additional Training and Annual Support /
      Annual Maintenance fees for year two and up are
36.22 NOT included in the Total Price above.                  -




                                                                     Page 90 of 90

								
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