Technology Needs and Opportunities Assessment Services

The vendor is required to provide technology needs and opportunities assessment services for the department to optimize the department’s use of technology.
- Grant management and tracking that includes deadline tracking; ability to produce reports on data; reporting to state and federal funders as well as grantees; tracking of budget and actuals for grant payments and housing rental subsidies (including tracking of rent rolls), project cost reimbursements, etc.
- Asset management (including loan portfolio and county-owned properties) including legal document storage and access, rent roll reporting, audit document and data tracking, storing and updating certificates of insurance, residual receipt payment tracking, and financial reporting by operators.
•    Loan portfolio management (including during pre-development and during construction) that includes amortization schedules, loan balance tracking, and managing audit confirmation requests and responses to auditors.
- Data tracking and visualization for public consumption demonstrating the composition of the department’s affordable housing portfolio including geographic locations and other on-demand data reports such as unit counts, dollars invested, types of communities served, etc. 
- Graphics tools to support communication, social media and marketing 
- Project, portfolio and program management tool 
- Electronic document management system, including scanner machines
- The technology needs and opportunities assessment comprehensive report prepared by the contractor will include the following:
1. Current technology system evaluation:
•    Assess existing hardware (pcs, servers, mobile devices) and software (applications, databases).
2. Identification of gaps:
•    Analyze current technology usage and its effectiveness in meeting operational needs of the department, including if they are being used optimally as well as if there are any countywide used technologies that the department could or should be using.
•    Identify pain points and limitations within the current systems.
•    Gather input from key stakeholders, including staff and management.
3. Market research on best practices and innovations:
•    Research current technology trends in housing departments across the nation.
•    Evaluate innovative software solutions.
4. Recommendations for improvement:
•    Propose relevant short-term and long-term hardware and software upgrades and changes as well as propose automated solutions to address manual processes.
•    Outline training programs for staff on both existing and new technologies.
•    Provide suggestions for enhanced cybersecurity measures and ongoing training resources.
5. Implementation plan:
•    Develop a phased implementation strategy for recommended technologies and improvements.
•    Estimate timelines and costs associated with the implementation as well as on-going maintenance and operations.
•    Identify necessary resources and personnel for implementation.

- Contract Period/Term: 1 year
- Pre-Proposal Meeting (Non-Mandatory) Date: September 9, 2025
- Questions/Inquires Deadline: September 11, 2025