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CITY OF SANTA ANA <br /> This would help staff to not rely on separate systems or manual tracking methods to <br /> oversee awarded grants. <br /> Minimum Software Requirements: <br /> 1 . Cloud based; Centralized Online Platform. <br /> 2. Application Management; streamlined application submission review and approval <br /> processes for grant applicants and review committees; Intake forms must be dynamic <br /> and configurable with the feature to add, delete, and/or modify data fields. Data fields <br /> include but are not limited to text boxes (unlimited characters), check boxes, radio <br /> buttons, Data/Time, and drop-down boxes. Data fields should also have validators <br /> available. <br /> 3. Accept input from external users (e.g., grant recipients, applicants, or sub awardees) <br /> 4. Automation of Workflow processes, notification, and reminders to streamline entire grant <br /> life cycle. <br /> 5. Document Management; Secure storage. <br /> 6. Reporting and Analytics: Comprehensive reporting tools that allow for real-time tracking, <br /> performance evaluation, and data-driven decision-making. <br /> 7. Integration: Compatibility with existing systems and the ability to integrate with other <br /> relevant tools and databases, including but not limited to Microsoft Outlook, the U.S. <br /> Department of Housing and Urban Development's Integrated Disbursement and <br /> Information System (IDIS) and existing loan portfolio database platforms. <br /> 8. Loan Portfolio functionalities including ability to set up and track loans by funding source, <br /> produce payment books or monthly statements, produce amortization schedules, <br /> calculate payoff amounts, provide aging reports, allow for comments and the ability to <br /> reclassify loans if postures change (i.e. bankruptcy or death of borrower). <br /> 9. Keep data secure <br /> 10.Provide Identity and Access Management <br /> 11.Provide full lifecycle tracking of grants, including advances. <br /> 12.Ability to upload/store and link/associate documents and budgets to applicant profiles <br /> for multiple grant applications. <br /> 13.Provide a dashboard view—see all pertinent information for each grant at a glance—for <br /> the public, current applicants, and internal grant management staff for internal <br /> workflows. <br /> 14.Must have a written policy for incident response regarding breach and/or exfiltration of <br /> data that adheres to Federal, State and local laws. <br /> 15.Managing past (and future) — <br /> a. Repayment calculations including interest, fees, etc. <br /> b. Amortization schedules <br /> c. Payment reminders <br /> d. Auditing functions <br /> 16.Eligibility determinations for all loans <br /> a. Income calculations <br /> b. Assets calculations <br /> c. Debt-to-ratio <br /> d. Household size to bedrooms size rations <br /> City of Santa Ana RFP No.25-137A Page 18 of 46 <br />