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<br /> <br /> <br /> <br /> B. Business Process Management & <br />Electronic Forms – The System shall <br />allow staff to create workflows for <br />the different agency business <br />processes, including registration, <br />waivers, hearings, mediation, and <br />evictions. <br /> Supported One of the most important <br />features of 3Di Engage for <br />Housing is case management <br />which includes digital forms, <br />workflows, notifications, <br />integrations, reporting, etc. This <br />allows agencies to digitally <br />transform virtual any business <br />process <br /> <br /> C. On-site and Online Payment <br />Collection – The System shall allow <br />for collecting annual fees and <br />integration with standard City of <br />Santa Ana fee collection methods <br />and software. Staff will be able to <br />reconcile payments as needed. <br /> Supported 3Di Engage for Housing <br />includes fee engine for <br />configuration of complex fee <br />rules, payment integration with <br />various payment modalities <br />including in-person, by mail and <br />online payments. The payment <br />system is integrated with <br />reporting and analytics to allows <br />the agency staff to manage all <br />financial aspects of the <br />programs. <br /> <br /> D. Document Management – The <br />System shall allow both internal and <br />external users to upload documents <br />for the unit, property, and user in <br />the System. The System shall <br />integrate with a document <br />management system that can track <br />document versions, document <br />history, and allow metadata <br />management, search, and <br />collaboration. <br /> Supported 3Di Engage for housing includes <br />a document management system <br />that allows all typical document <br />management functions including <br />search. Documents may be <br />associated with cases, shared, <br />uploaded, downloaded, and <br />viewed by role. <br /> <br /> E. Search – The System shall allow <br />staff to easily and quickly look up <br />information. Users shall be able to <br />search for property information by <br />address, APN, and owner name. <br />Users shall be able to search for <br />owner contact information. <br /> Supported 3Di Engage for Housing <br />supports search by Case, Tenant, <br />Owner, Status of Cases, Property <br />information etc. <br /> <br />EXHIBIT 1