Housing Programs Application, Management and Compliance Software

The Vendor is required to provide application management solution to support housing-related funding programs (e.g., affordable housing development, rental assistance, homelessness prevention, housing development grants).
- Multifamily platform consists of in-house developed applications residing on web servers, native IBM applications and an IBM power 9 db2 database warehouse.
- The platform interfaces with document management, financial applications and additional utilities housed on an IBM power 9 db2 database.
- Functional requirements
1. Applicant portal
• User-friendly, mobile-responsive interface
• Multi-language support preferred (minimum: English and Spanish)
• Account creation with secure authentication (MFA preferred)
• Save-and-return functionality for applications
• Document upload (with file type/size validation)
• Eligibility pre-screening tools
• Auto-fill capabilities for returning applicants
2. Application management
• Configurable application forms (dynamic fields, branching logic)
• Multiple funding programs and cycles management
• Application and uploaded file version control
• Deadline tracking and automated notifications
• E-signature capabilities
• Ability to extend deadlines at the per application level
• Multi-stage application configurability
• Post submission applicant modification
3. Review and scoring
• Configurable scoring rubrics
• Reviewer assignment and conflict-of-interest tracking
• Commenting and collaboration tools
• Panel review workflows (preferred)
4. Compliance and eligibility
• Built-in compliance checks for housing regulations (e.g., income limits, HUD guidelines)
• Report submission compliance
• Validation rules to prevent incomplete submissions
• Audit trail of all actions and changes
• Ability for external applicants and partners to upload or complete compliance reports
• Document version control
• Ability to track construction project milestones for milestone-based payments
• The ability to provide data in response to right to know (FOI) compliance
5. Reporting and analytics
• Pre-built and customizable reports
• Dashboard views for program performance
• Export capabilities (csv, excel, pdf)
• Tracking demographic and geographic data-the ability to query information on the county, political districts, zip codes, etc.
• Compliance and audit reporting
6. Communication tools
• Automated email notifications
• Messaging portal between applicants and administrators
• Template-based communications
• Status updates for applicants
7. Payment and funding tracking
• Integration with financial systems (workday)
• Grant award tracking and disbursement schedules
• Milestone-based payment tracking and coding (funding source)
• Financial reporting capabilities.