Final Evaluation Committee Meeting - RFP No. TRN2129615P1, Homeless Management Information System (HMIS) Solution - Oct 13, 2025

Good morning, everyone. Good morning. Good morning. I am Sonia Lovett, Senior Purchasing Manager and the Meeting Facilitator. Good morning. Just for the record, good morning. I am Sonia Lovett, Senior Purchasing Manager and the Meeting Facilitator. I would like to call to order the final evaluation committee meeting for a request for proposals number TRN-2129-615-P1, Homeless Management Information System, Solution for the Human Services Department. The time is now 10.06 a.m. on October 13, 2025. This meeting is being held through Microsoft Teams. Some representatives from the county are physically here in Room 430 of the Governmental Center Building East, located in Fort Lauderdale, Florida. Attendees, please mute the microphones on your devices to limit background noise. This is a public meeting and is being recorded by Broward County. The video recording will act as the official recording of the meeting. Meeting recordings and information reviewed by the Evaluation Committee as part of the evaluation process will be available on the Purchasing Division website under the RLI RFP repository. This meeting has been publicly noticed. The purpose of this meeting is the Evaluation Committee to hear presentations, score, and rank the vendors. At the time of the solicitation's advertising deadline at 2 p.m. on July 17, 2025, nine proposals were received in response to this solicitation. The Evaluation Committee determined eight vendors to be both responsive and responsible at the initial Evaluation Committee meeting on September 15, 2025. After shortlisting, the following vendors advance to final evaluation and ranking taking place today. BitFocus, Inc., Caseworthy, Inc., International Software Systems, Inc., WellSky Corporation doing business as WellSky. Meaning attendance will be recorded in the following ways. The Purchasing Division will record the attendance of county staff physically here in room 430. All virtual attendees, including county staff, use the chat in Microsoft Teams to click on the link or scan the QR code with your mobile device to complete the sign-in sheet. For attendees that cannot access link or QR code in the team's chat, email the Purchasing Assistant Manager, Wendell Jean-Pierre, at W-J-E-A-N-P-I-E-R-R-E, at Broward.org, with the subject, EC meeting attendance, and indicate your name, your title, and the company you represent in the email body. The following county staff are assigned to this project. From the Human Services Department, Olga Bass, Project Manager. From the Purchasing Division, Wendell Jean-Pierre, Purchasing Agent Assistant Manager. From the County Attorney's Office, Fernando A., Ricardo Abraham, and Sarah Cohen. From the Office of Economic and Small Business Development, Darnell Kimbreu. From the Risk Management Division, Colleen Ponel. From the Enterprise Technology Services, Daniel Kanchron, and Melinda Henderson. We have a quorum present with the following evaluation committee members. Committee members, please say present after your name is called. Christopher Williams, Information Systems Manager, Enterprise Technology Services Division, Finance and Administrative Services Department. Present. Ricardo Moore, Information Systems Manager, Human Services Department. Present. Luis Nicola Aguilera, Human Services Administrator, Housing Option Solutions and Supports Division, Human Services Department. Present. Thank you. It is the evaluation committee's responsibility to review the vendor submittals to ensure solicitation requirements are met and evaluate the submittals to make a recommendation to award a contract. Each evaluation committee member was appointed by the county administrator to serve on this committee based on their experience. The evaluation committee members are responsible for following the county's established committee procedures to select vendors which provide the services that are in the best interest of the county. At the discretion of the board, the evaluation committee members may be requested to substantiate their recommendation and discuss their submittal reviews. The cone of silence has been in effect since the solicitation's advertisement. Vendors are prohibited from discussing the solicitation with the commissioner's office, county staff, or a member of the evaluation committee. The cone of silence terminates when the awarding authority takes action which ends the solicitation. During the cone of silence, inquiries regarding the solicitation should be directed to the project manager or the director of purchasing and or his designee. Also, vendors may communicate with representatives from the Office of Economic and Small Business Development at any time regarding the solicitation's small business enterprise or county business enterprise participation. The Summary of Vendor Rights regarding Broward County competitive solicitations was issued in the solicitation. In accordance with Broward County Procurement Code, each evaluation committee member must affirm that they are free of conflicts as provided by Part 3, Chapter 112, Florida Statutes and the Broward County Employee Codes of Ethics. All evaluation committee members and the project manager submitted the required Broward County Disclosure Forms and responded that they can be fair and impartial to all vendors. The minutes from the September 15, 2025 initial committee member committee meeting has been distributed to each to the evaluation committee members. Is there any discussion regarding the minutes from the evaluation committee? Hearing none, may I have a motion to approve the minutes from the initial evaluation committee meeting? Yes, this is Ricardo Moore. I would like to make a motion to approve the minutes from the initial evaluation committee meeting held on September 15, 2025. May I have a second? I'm Luz Nicole Aguilar. I second the motion. All in favor say aye. Aye. Motion passes unanimously. I would like to call the purchasing on the purchasing division to report findings on the vendor demonstration fact finding report. Each vendor was invited to demonstrate their solution in accordance with the demonstration script included in the solicitation. Demonstration meetings with the technical review team were held on September 30th and October 1st, 2025. As a result of the demonstrations meeting, project staff produced a vendor demonstration fact finding report. The report has been distributed to the evaluation committee members for their review and consideration. Thank you. Are there any questions from the project manager or members of the technical review team from the evaluation committee? All All right. Thank you very much. As stated previously at the initial evaluation committee meeting, the solicitation required vendors to state whether they accept Broward County's terms and conditions, or if they do not accept them, to identify the agreement provisions and vendors proposed changes. Two of the four shortlisted vendors accepted Broward County's standard terms and conditions. The following vendors were given the opportunity to waive their exceptions to Broward County's standard terms and conditions, but elected to maintain their exceptions to Broward County's standard terms and conditions. Case Worthy Inc. WellSky. The specific exceptions taken by these vendors are outlined in an exceptions matrix that has been distributed to the evaluation committee members for their review. The County Attorney's Office and Risk Management Division are available for questions by the evaluation committee concerning their exceptions. At this time, I will turn the meeting over to the county attorney's office to discuss the exceptions taken by each vendor and answer any questions you may have. Thank you. Good morning. My name is Sarah Cohen and I will now review the exceptions taken by each vendors to the standard terms and conditions, focusing specifically on the exceptions that are recommended for rejection. Members of the committee, in order for you to evaluate the vendors on equal terms, you need to know if one vendor's proposal is conditioned on material different terms than the others. Per the RFP standard instructions to vendors, taking exceptions to the county's terms and conditions may be viewed unfavorably by the EC and may ultimately impact the overall evaluation of the vendors to bill. In order for an exception to be deemed proper, it must state the specific article or section number on the proposed modification. The evaluation committee has been provided the exceptions matrix that outlines the specific exceptions taken by each vendor. Today, I will only focus on the exceptions that were deemed recommended for rejection. Case Worthy Inc. took five exceptions of which one was deemed negotiable and four remain recommended for rejection or waived as improperly stated. Is there a representative from Case Worthy present? We will just go through the exceptions one more time to give you a chance to waive or reaffirm the exception. Yes, Lauren Schmidt, Senior Vice President of Sales. Okay. Do you have authority to bind the company? I do. Okay. I will now go through, again, just the two exceptions that are recommended for rejection. So, the first exception is pertaining to Section 9.3, limitation of liability. You see this provision sets out the limits of liability for the county and the vendor. However, the liability limitations do not apply to certain claims, including those claims and liability. So, we are not willing to accept a limit on those claims of $100,000 or twice the amount in the agreement. So, we are not willing to accept a limit on those claims of $100,000 or twice the amount in the agreement. So, we cannot agree to just deleting that. Will you waive this exception or do you want to reaffirm it? We will waive this exception. Okay. Thank you. The next exception is to Section 11.2, which is the termination for convenience. This provision permits the county to terminate the agreement for convenience upon 30 days written notice. If the agreement is terminated, the contractor will be paid for any services properly performed through the date of cancellation. Again, case worthy. I know that you want to delete that provision. It is a policy decision of the county to include a termination for convenience in our agreement. Again, I know sometimes with SAS vendors, there's a lot of discussion about, oh, you prepay a year in advance. We would be willing to have some discussion about what funds are and are not refundable. But because the current board cannot commit future boards to contracts, as a policy, we have to have this provision included in our agreement. So, again, will you waive this exception or would you like to reaffirm it? We'd like to have a discussion on what would be refunded. So, any services that have been completed would not be refunded. Yeah. I mean, the provision as written says that you will be paid for any services properly performed. So, that's in there. Again, I know that sometimes vendors have an issue with the fact that, you know, if we're paying a SAS fee a year in advance and we terminate in, you know, month six, like what happens to the extra six months? We're willing to talk about, you know, different iterations of this provision, but we just can't delete the we have to have a termination for convenience, right? We understand that. We will waive that then. Okay. Thank you. Okay. For the record, thank you. Caseworthy has waived two out of the two remaining recommended for rejections items. And now we will turn to WellSky Corporation. So, WellSky Corporation took 30 exceptions of which 11 were deemed negotiable and 19 remain recommended for rejection or waived as improperly stated. Is there a representative from WellSky present? Yes. This is Sarah Rappelier. I'm Associate General Counsel for WellSky. Okay. Do you have authority to buy the company? Yes. And I'm here, Steve Greenberg. I'm Senior Vice President with WellSky Corporation. Okay. Sarah, Steve, do one of you has authority to buy the company? Yes. Perfect. Thank you. Okay. So I'm going to go through the four exceptions that are recommended for rejection and again provide you with an opportunity to either reaffirm or waive the exception. The first exception is to section 445 timetable. This provision states that the contractor fails to achieve final acceptance within the specified month as extended by any county any county cause delays. The county can terminate the agreement and receive a full refund of all amounts paid. WellSky would like to delete this provision because the system is already in use. We are required to have final acceptance in our agreements for any software procurement for our administrative code. And this project may involve upgrades, updates, reconfigurations. So we do need to keep this provision in our agreement. So we cannot agree to just deleting the provision. If there's, I understand, you know, the, the full refund of any amounts paid is, is a little, um, intimidating to some vendors, but so we're willing to discuss modifying this provision in a way that works for both parties, but we can't delete it. Yes. I, being able to agree to modifications to the language to adjust the, the, um, verbiage around a full refund is acceptable to WellSky. So we would agree to adjust that, um, that exception. Okay. Thank you. Um, the next exception is to section 4.6 time of the essence. This basically states that, you know, time of the essence, um, for contractors, time is of the essence for contractors performance of any duty obligation responsibility required of the agreement. Um, we understand that, you know, this project is dependent upon the engagement of both parties, um, but we cannot delete the time of the essence provision. Again, we would potentially be willing to look at some proposed language modifying it. Um, we were not deleting the whole provision. Uh, we would be, uh, amenable to modification of the language, but as you know, time is of the essence means that any, uh, any, uh, any missed deadline, it becomes a material breach of the agreement. And as we had indicated, and as you recited back, um, because the time is dependent on both parties, um, WellSky does, does not typically agree to take the, uh, potential material breach liability when it is not solely responsible for meeting the deadline. Um, so we would be in favor of adjustment to the language amenable to that, to that alternative. Okay. So we'll waive the exception to delete the provision, but operate under the assumption that if awarded, we will discuss this provision. Correct. That's great. Yep. Okay. Uh, the next exception is to provision, um, 5.5 withholding by county overcharges. This provision states the county may withhold payments as permitted by applicable law or to protect against inadequate work or any agreement, um, breaches. And then if the contractor overbills, but more than 5%, it must refund the overcharge and pay 15% in liquidated damages. WellSky would like to delete this provision. Again, we are operating with public funds. We do need some type of clawback language in our agreements. If there is an overcharge, obviously we need it refunded. Again, I have to assume that the issue with this one was probably at least partly due to the 15% liquidated damages for overcharges by of more than 5%. We're willing to discuss modifications to this provision, but we can't just delete it in its entirety. So, um, having a discussion with regard to the liquidated damages is, uh, acceptable to WellSky. In addition, however, um, the withholding, withholding of payment, um, we, we would request to negotiate that if, if the withholding of payment is, uh, based on the, um, uh, county's assertion of some sort of breach, we believe that those breach provisions would be applicable rather than, um, um, without any sort of, you know, notice or attempt to cure, et cetera. Withholding payment, um, seems to be a remedy that is in excess of what is, is, uh, reasonable and appropriate in a certain situation. So we would be amenable to negotiating that the terms of this particular provision. Okay. So again, we will waive the exception to delete and talk about it if awarded. Um, yes, thank you. Okay. So the last, um, exception is not to a particular, um, term or provision in the agreement we advertise the solicitation with, but that WellSky wants to include its master services agreement. Um, the county's intention is to enter into a contract based on the terms of the agreement that was included in the solicitation. Uh, so the technology products agreement plus this required security exhibits. Um, so we're not going to be working from a vendor's MSA or incorporating a vendor's MSA into our agreement. So this one is, it's not like a we'll discuss, it's just the county, we advertise with our terms and we're going to use our contract. So WellSky is amenable to leveraging the county's contract, but in the event, there are, provisions that are missing from WellSky's standard contracting requirements, such as licensing restrictions, ownership of IP, um, you know, certain, certain provisions that are, uh, necessary for WellSky to be able to license its proprietary solution and, um, you know, be able to offer pricing in the way that it does. We need to ensure that those particular provisions are incorporated into this agreement. Um, and so that, that is the request from WellSky to add in, uh, provisions that we find to have been, um, missing from, or, or not in total incorporated in the, the county's agreement. Um, and, and that would be our request to be able to incorporate those particular provisions so that we are completely covered as it relates to our proprietary solution. Yeah. I mean, there's, there's nothing in the agreement that, um, states of the county gains any rights into the contractor's IP. Um, we are, we would be willing to look at, you know, proposed additions, modifications. The issue is, and it's that I know that a lot of the exceptions that were taken stated, you know, modify this to align with WellSky's MSA. The intention of the exceptions process in the, um, you know, solicitation stage is so that the county is aware of the modifications that are being presented. So I, we're happy to look, but I, I just, it's difficult. I mean, I don't, I don't know what, because you didn't take specific exceptions to, I think the provisions that don't align with your MSA. I can say, again, we're happy to look, but I don't know how far apart we're going to be. Right. And I think some of the provisions in, in reviewing the exceptions, you know, it, it talked about certain warranties, um, warranties and remedies, and then, uh, indemnification obligations, et cetera. Um, those are going to be the, the focus in terms of aligning to those provisions. And then, as I mentioned, just ensuring that we have the appropriate license grant rights and restrictions, um, along with, uh, the ownership, which I, I heard you say that there's no intention of, of any transfer of ownership, but, um, certainly that's a concern of WellSky's. So as long as the, the county is willing to review those requested changes, uh, in the event that we are selected, um, I'm confident that we can move forward to an agreeable, uh, resulting contract. Okay. So we, again, will waive the exception to include the MSA, and then we'll look at proposed modifications. Correct. Yep. Okay. Thank you. Um, for the record case for, or sorry, WellSky has waived four out of their four remaining recommended for rejection items. Do any members from the EC have any questions for me on any of the exceptions that I just covered or that were included in the exceptions matrix? No, no questions. Thank you. Um, okay. If no questions, that concludes the review. Thank you very much. Thank you very much. The next order of business is the vendor presentations. In accordance with section 286.10113 of the Florida Statutes, where presentations and questions and answers are closed to the public. Vendors, their teams, and members of the public will be temporarily excused from the meeting to permit the start of the closed presentation sessions. Only committee members, county staff, and presenting vendor, and their team will be, will be in the closed portion of this meeting. Sub consultants partnering with multiple prime presenters are only allowed to participate in one vendor's closed presentation session. Presentations will be limited to 30 minutes, followed by an unlimited questions and answer period. The presenter will have up to five minutes for setup. The timekeeper will be the purchasing meeting assistant, assistant manager, Wendell Jean-Pierre. As the meeting progresses, the purchasing division will provide email updates to all vendors, ensuring that each upcoming presenter is informed when it's time to join. Once all presentations and Q&A sessions have concluded, vendors and members of the public will be invited to return to the public portion of the meeting, during which the evaluation committee will score and rank the vendors. Members of the public may provide an email address in the chat to be notified when the return of the public portion of this meeting. Vendors were asked to provide an electronic copy of their presentation to the purchasing division prior to this meeting. The presentations received have been distributed to the evaluation committee members. The following presentation topics identified during the initial evaluation committee meeting were subsequently compiled and distributed to the presenting vendors on September 18, 2025. Number one, demonstrate how users, COC providers navigate menus and tabs in the user's interface. Demonstrate how users, COC, COC providers and system administrators run reports to create custom reports. Demonstrate any options for direct client user interfaces. For example, uploading documents from a computer or updating personal information from a phone computer. Demonstrate communication with the ERP systems, i.e. PeopleSoft for landlords, vendors information, billing, housing inventory, etc. Describe your firm's solutions ability to take a client through the coordinated entry process from start to finish. Describe your firm's solutions ability to generate the standard reports that are required to be submitted to HUD annually. Describe your firm's solutions ability to create performance dashboards that can be filtered by the agency and or projects. At the initial evaluation committee meeting, the random list and generator was utilized to determine the order of presentations to be as follows. First presenter, BitFocus, Inc. Second presenter, International Software Systems, Inc. Third presenter, Caseworthy, Inc. Fourth presenter, WellSky. At this time, presentations will begin. This meeting is now closed. The first vendor presenting, BitFocus, Inc. Please remain in the meeting. All other presenting vendors, their accompanying teams, and members of the public are requested to leave the virtual meeting room. As a reminder, please continue to monitor your emails for when to rejoin the public portion of this meeting. Thank you. Good morning once again. BitFocus. Attendees can be viewed in the team's participants panel. Displayed on the screen is a list of county staff. For the record, please affirm that there are no other individuals in the meeting other than your team and county staff. I can affirm that the two BitFocus people are here. Thank you very much. Which member of your team should be designated as a presenter to share their screen during the presentation? That could be me, please. Okay. Your team will now have five minutes to set up. Purchasing staff, please start the five-minute set-up timer. Do you have access? I do. Okay. Just want to make sure. My own, yes, I see the share button. Okay, great. It's my own computer that's betraying me right now. Okay, no problem. Give me. Thanks, Sonia. Tell me what you're seeing. Is that a little small? Yeah, it's the vertical screen. Yeah. I have two monitors, one vertical, one horizontal, and I thought I fixed this on the other day, and it's not allowing me to use my other monitor. Give me one second. How much time do I have? How much time? Two minutes, 35 seconds. Got it. Thank you. Connect background, Joel. I see it. Set up slideshow. It's implemented by a speaker, and on this monitor is three. I'm hoping that looks much better. Oh, much better. Yeah. All right. We are in business. Let me move a couple windows here, and we will get started. Just let me know once you're finished, Joel, and I can kick things off. Terrific. Looks like I need my notes. Okay, BitFocus, are you ready? We are. Thank you. Okay. Purchasing, please start the 30-minute timer for BitFocus, Inc.'s presentation. Good morning, everybody. Welcome to our presentation today. We're excited to be here with you all. So to kick things off, I'll do quick introductions. On the call today, we have just two of us from BitFocus. Joel, if you could go to the next slide. There you go. It's Joel Remigio, our Strategic Accounts Manager, and I'm Gretchen Neur, Content Lead. So great to meet you all today. To start, I'm just going to introduce you to BitFocus for about five minutes, and then we'll let Joel directly address all of the questions. So meet BitFocus. We're a software company committed to using data and technology to transform homelessness and human services and drive positive social change. So to highlight a little bit about our experience, we have about 80-plus COC customers right now, including seven statewide HMIS implementations, and they're highlighted in blue on this little squiggly map we have here. And then we also have dozens of DV database and case management systems as well. So to highlight a few of the reasons why COCs usually choose to make the switch to Clarity is first our system administration tools. You'll see a lot of these in Joel's portion today. So they help make Clarity work for so many customer types because our system is secure and configurable. So it helps with the multiple use case scenarios. First, HMIS, you know, HUD compliance is a guarantee. So with these recent data standards, Clarity was updated on time in full compliance with the requirements. We also have a really advanced level of security, which I'll speak to in a moment, but we're SOC 2 type 2 certified. Second, it's a really user-friendly system. So we have a lot of customizable tools there as well. So things like display constraints, conditional logic, data cascading, all of these things that you guys can set up help lead to an easier time for case managers entering data into the system and also result in better data quality for you with the data that goes in and comes out of the system. We also have comprehensive reporting tools. Our pre-built report library and our data analysis tools are kind of the two sides of reporting and Clarity. And they, yeah, help you stay HUD compliant. But beyond that, there's a lot of pre-built tools for things like program management, agency management, system administration, staff management, and the list goes on. And then in the data analysis tool, you can build custom reports, custom dashboards for all of your other ongoing needs that go even more in-depth. So enhanced system insights, greater transparency are a couple of big benefits that come from the reporting tools. And finally, our really innovative vendor, that is our goal, is to keep making the system better for our customers. So things like our outreach tool, our client-facing portal, and advanced APIs for better data sharing and integration are a few of the ways that we stay innovative and stay ahead of the curve in the industry. Oops. There we go. And just a quick note, like I said, I would get to you about our system security. Our SOC 2 Type 2 report, you can download as well as drill deeper into security information about BitFocus if needed at our Trust website, which is trust.bitfocus.com. This is an area that's really important to us. So we recently released a privacy and security toolkit available for customers and non-customers, and we hosted some virtual and in-person roundtables as a part of that launch. And just a quick note on general data ownership, you will always own your own data at the BitFocus customer. We don't share client data. We don't access that information of yours without explicit written permission and mutually agreed upon agreement there. So just letting you know that because sometimes people have questions about that. And now moving on, I want to just highlight a few components of the customer experience. First, if you sign as BitFocus, you'll be assigned a designated onboarding team who will walk with you from contract signing all the way through system go live, data migration, and everything in between. You'll also be assigned an account manager. We call them your BitFocus BFF, and they'll be with you not just from contract signing through go live, but through the full duration of your contract. We also have a great help desk stocked with technical support. I'll highlight them in a couple slides as well. And the professional services team, we offer everything from project-based assistance all the way up through full community administration. All right. The technical support team, on average, they respond to initial requests within the first 30 minutes or so. And most issues are resolved within a couple hours. Administrators can reach out over phone, email, or chat to get a ticket going and get some assistance. And let's see. So, yes, as I said, we have a great tech support team. They solve, on average, over 2,100 tickets per month with a 98% satisfaction rate. So, our customers love them, and if you become a customer, we're confident that you will love them as well. There's some pretty cool people over there. Professional services, here's just a few of the projects that, you know, are commonly done by our pro team. Things like coordinated entry compliance and design, HMIS health checks, custom dashboard design and data analytics, and a lot more. The list goes on, workflow configuration, and more. There's a few advanced customer projects that I think are worth mentioning, since I know integration is a hot topic right now, including for you all. So, Contra Costa County launched an integration project for whole person care. So, they've integrated their Clarity HMIS and their EPIC EHR into the community data warehouse for whole person care. The state of Nevada completed the FUSE integration project, where they integrated data from Clary, as well as with data from healthcare systems and criminal justice systems to really help with prioritizing clients from all different systems and helping to better, you know, identify people who need the most help and where they might be. And finally, Santa Clara County is the customer that worked with us to design the client-facing portal, the customer portal, which you'll see with Joel. So, that's a really cool project that helps streamline communication between clients and providers, so clients can upload their own documentation to the portal. And, well, I don't want to give it all away, but it's a very cool project. So, just wanted to highlight these few things for you all. So, we have a few ways for customers to stay engaged. So, we have a community Slack channel that you could join. We also have our annual Clarity Connect conference. And we recently launched our Clarity Cast webinars. So, we just had our first webinar, and that was on how communities can survive federal funding changes. And we actually have our next one coming up next week on integrating PIT location data into your strategic outreach. So, that's coming up on October 24th. And we have a couple channels for feedback as well. So, we have our ideas board where customers can submit their ideas of what they would like to see developed in Clarity. And not only that, you can also upvote your favorite ideas on the ideas board as well. And, in general, we're focused on trying to elevate the voices of those with lived experience. So, for instance, with the customer portal design, we included people with lived experience on those committees that were helping design the software and really center the clients in all of it. So, that is my part in a nutshell. And thank you so much for listening. And now, Joel is going to move on to address your specific evaluation committee questions. Great. Thanks, Gretchen. Morning again, everyone. All right. So, the first question, demonstrating how folks navigate through Clarity. I will show you Clarity itself momentarily, but we wanted just to highlight something here. So, generally, you can see how where our software is laid out. Can you also see my pointer when I'm pointing? I'm not clear on that. I can see it, Joel. Great. Thank you. So, we have here, right across the top, along the top bar here, identify who the user is, the agency they work with. There's some icons here that lead to other functionality. But most of the time, you're spending your time along these tabs here. Each of these tabs, you can pretty much guess what they're for or the kind of functionality they're for. We name things a little obviously, which is not so bad because we want things to be as intuitive as possible. So, just by – you can walk through all these tabs. They're set up in generally the order that you're going to want to use them. You have the ability to sort of – to modify which of these tabs are available and not. So, some agencies may not need access to everything. Administrators can turn that off for them. So, our entire design philosophy is around putting as little information in front of people as they need. We feel like nobody got into homeless services to do data entry. So, why make that hard? We want people to – everyone agrees that data is important to collect. It helps govern how we're going to – which programs are good and which ones should be funded and that sort of thing. But the actual work of putting it in should not be a burden. So, we have a lot of the customizability and flexibility that's been to Clarity is in making the user interface as clean as possible. So, as you can see, most of the screens look generally like this with a bunch of information, some – maybe a sidebar where you can also access some other things. But – and – oops, I jumped ahead a little quickly. You know, we have received a lot of praise for our interface every time we do one of these demos, but there's always room for improvement. And this interface is actually getting a little long in the tooth. So, the part I jumped ahead to a little quickly, we have a new user interface. If any of you attended the demo that we did at the end of the month, I don't think we showed this, but this is how things are going to look now. You can see, like, we've reduced, like, for one thing, the size of that picture. Not all of our customers take photos of their clients, right? That's a photo you can upload yourself. So, why should that take up so much room, right? So, it's – we have it over there. If you need it to make it bigger, you can when you click on it. But, again, what we really want in front of people is information. So, we've taken those tabs, and instead of, you know, the larger tabs up at the top, we just have icons instead that you can show or hide as needed. And then along here, the sidebar is just chock full of a lot more information. And recognizing even our old interface wasn't as intuitive as we like. So, you can see that everything here on the sidebar explains everything that it's there for, right? And what's within that tab? Why would you want to click here, right? That sort of thing. So, we're really excited about rolling this out. It's been available to our customers for about a year. We're allowing everybody to sort of soft roll it out. We're not forcing it on any customer – on our customer base. I don't – I think at some point we will. That's a long ways away. We want – right now, what our customers are doing is maybe rolling this out user by user, like some of their more hardcore users, the ones who aren't going to get thrown by a new user interface, who want to explore the new user interface, providing them feedback while our customers are out there preparing to make the changeover, right? It's going to require some training. You don't want to just turn this on and have everybody not knowing what's going on, right? So, you have to set up that training, and we're on board with that. So, that's just – you can see what – where, you know, if it's selecting us, what the future portends for you here. Okay. So, demonstrating how we can do reports. So, let me pull that up real quick. Again, we're still – we're, again, looking at the classic look. We'll even go back into the same client that we were looking at before. So, again, here are all the different tabs. I can click on them just so you can navigate different areas, but let's focus on reports. So, there are two aspects to reporting. In Clarity, we have our report library. Everything in here comes with the system. There are over – there's something like 170. I think it might be 180 reports at this point now, right? So, for one, all the HUD reports, which you can look at in a bit to address your other question there. Plus, we have a whole bunch of just stock reports that have evolved over the years, I guess, based on customer feedback. We use a tool that's fully integrated into Clarity. You wouldn't – it's called Pentaho. You won't notice – you won't ever notice it in here. But in here are just really commonly used reports. I think I've flagged here five of the most commonly run reports. We ourselves did a report about which reports are run most often, and these are five of the top ten here. And so, a program roster, which is, you know, everybody who's in the program, you define your timeline for – or the time frame during which you want to see that roster. It tells you who entered, who exited, that sort of thing. There's a staff caseload. A lot of reports are based around staff management. There's a lot of – two of the top five are staff reports here, STFF, right? So, you can see – so, for managers wanting to see what their clients – staff are doing with their clients, they have all these reports that are available to them. We also – oh, I'm just realizing now that none of our service-based reports made the top ten. That's interesting. But we have – so, these – some of the reports revolve around enrollment. And so, those are – you know, have outcome-related things. Here, we have service-based reports if you're just needing service counts quickly. The client-served report, that is probably the most popular report in your current software. We have a version – well, really two versions of it here with the service census and service summary reports. But all of these are, again, like I said, come with clarity, available to all users. Administrators can turn them on or off as necessary. Again, if you want to keep things simple for your users and don't want them to see certain reports that maybe no one's going to use or maybe you're not prepared to support yet until you learn a bit about them, you can turn them on or off as needed. So, that's the one aspect to reporting. The other aspect is here. This is Looker. This is our data analysis tool. This is a separate product. Looker is made by Google. It's analogous to the business objects that you're using right now with your current HMIS and operates very much the same way, drag and drop. We create data universes here, what we call data models, what you call data universes. We call data models. So, on a regular basis, we're taking your data out of clarity, putting it into Looker. That is constant so that if you put something into clarity, by the time you get over here to Looker, it's in Looker. I'm not going to promise it's instant because it isn't. It does take some time, but it's very fast. And again, by and large, by the time you get over here to Looker from clarity, you can do that. So, there's no waiting period. You don't have to wait until midnight that night or the next day to run something in here. So, if you're using Looker for data quality management, you can go into Looker, see what the mistakes are, go back to clarity, fix them, rerun your query in Looker, it's all right there. You'll see what you've updated immediately. And again, we'll come back to reports in a little bit. Let me go back to the slide. Well, actually, you know, I'll stay, I should have just stayed in clarity about what order we're going in here. So, what I am, oh, wait, this, okay, our next question is number three, demonstrate any options for direct client user interfaces, uploading documents from a computer, updating personal information. So, this is the client portal that Gretchen mentioned earlier. We're going to go ahead and log in. And what we're doing now is logging in as Matt. So, here's Matt. Here, just to reorient you real quick. So, here's Matt. You can see on this side, we've connected him. This connected icon tag means he's connected to the client portal, which means I can, as a case manager, Conan here, he can send messages to him through there. He can also make requests for things. So, I, Conan, the case manager, can request that Matt upload documents. I can request that he update his location. We have a geolocation data collection built into clarity. And if, as needed, a release of information, I can send a request for that, and Matt can fill that out. So, when Conan does that, Matt can log in here to the portal. For customers or clients, our customers are using both the term client and customer for this. So, it's either the client portal or customer portal, depending who you're asking. Anyway, when one of our clients signs in here, this is what Matt would see. So, it's clarity-esque, and there's a whole bunch of functionality here, including assessments. I, as a case manager, Conan here, could ask him to fill out an assessment of some sort that needed to be completed. Maybe it's an online application for something that's built into clarity to get into permanent support of housing. It could be that. There's a calendar function. This allows, when the case managers have their calendars set up in clarity, their clients can then see that calendar and select appointments if needed, right? That's handy. What's funny, though, ironically, one of the purposes of the portal is that you can get a lot, case managers can get a lot of work done with their clients without them ever having to come into the office, right? So, like I said, you can have him just fill out forms online. Clients would need to have, you know, an active email address and access to the internet, right, an internet-enabled device. So, depending on your population, we recognize there is still a large, what they still, they call it a digital divide. They started calling that, that's a term that's been around for 30 years at this point, right? It may not be appropriate for your population, but a lot of our communities are finding that it is. So, we went ahead and developed this. There's a community info tab in here that allows you, case managers, to just publish information about things that are happening in the community that might be of value to your clients. And you can just post it here on the community info. It's available to all your clients. Documents. This is specifically what you asked for, uploading documents from the computer. I, as Matt here, can then go in. And these categories that you see here and document types, those are all, again, that's, those are all customizable, depending on what your needs are. However, you, you feel you need to organize the files in your system, you create that taxonomy to, to do all that. So, if Matt, if I had asked Matt to upload an ID, he, or say his birth certificate, he got a copy of his birth certificate, he could upload that right here. Location information, like I said, we have a partnership with Esri, the makers of ArcGIS and other tools like Survey123, that sort of thing. So, our partnership, we're leveraging their mapping technology, their geolocation data, capture routines, that sort of thing, to build a lot of functionality that's not required for HMIS. None of this stuff is things. So, this portal, we have an outreach module that is, you know, has all this technology as an underpinning that are available to customers to help them do their jobs better and to make it easier for clients to be, to empower clients to take, to participate in their care. None of that's required by the HMIS partners, but it's something our customers asked for and we've provided to them. So, in this case, if Matt wanted to, he can just drop a pin and update his location. Now, you all know where I live. This is the message center I showed you on the other side. If Conan, the case manager, wanted to send a message here, here's some messages in here, I guess, some old messages. It's just pretty basic back and forth. You get notifications up here, that sort of thing. There's SMS notifications also built in, and the clients can actually turn that on or off depending on how they want to be notified, email or SMS. Both of those things are possible. Here's uploading. Here's where he would upload a release of information. He can see all the release of information he already has on file, plus add new ones. And the resource directory is similar to the community info, but it's more map-based. So, if you're, you'll be adding some things, resource directory, things that, again, be of use for your clients, but they can find them on a map now, right? So, that's sort of handy. All right. Moving on. Seven minutes left. Demonstrate communication with other ERP systems for landlords, vendors, information. Okay. So, we can make Clarity talk with just about anything. We have lots of ways of getting data in and out of Clarity. I shouldn't say a lot, but it's enough. To get information into Clarity, one option is our data import tool. That is a web-based tool, but it also comes with an API and an application program interface that allows you to programmatically pull data into Clarity. It's rooted in the HMIS data standards. The data import tool actually exists to facilitate participation of agencies in HMIS through regular uploads. I can't remember if Broward allows that or not at this point, but you can still use that tool to also import data through HMIS CSV or HMIS XML. And if you're using XML, we are still supporting that, even though it had officially ended the support of it on October 1st. We are continuing to support that because we know our customers still need it. And one thing they need it for is importing custom data into Clarity, right? So the HMIS CSV standard does not allow you to add much custom data to it. The HMIS XML format does. So that's one thing that our customers are using to get data into Clarity. To get data out, most of our customers leverage our Looker tool. So Looker also comes with an API that's partially documented in our help center, fully documented on their website. And then folks can, again, programmatically write code to pull data out of Looker, technically, you're not pulling out of Clarity, right? But all the information from Clarity goes into Looker. So it's all there for you. The other option is to schedule things through Looker here. I can show real quick. If you were to do some scheduling, you have a variety of endpoints that you can go to and a variety of formats you can put that data in. So if you're, you know, depending on what the needs are for your ERP, you would, and what the data is that's in Clarity that needs to go into your ERP, you would just, you could set up a query to grab that data and then schedule it to run and be sent to the ERP. Or maybe there's some middleware in there that would then do something with it before pushing the ERP. Whatever your needs are, you can just reliably pull your data out of Clarity on a regular basis. The third option, there's really nothing to show for this one, so I'll just talk about it. It's what we're calling right now our operational API. It's still in beta mode. Several of our customers are testing it. It's a bi-directional API that'll do the same, not the same thing, but it serves the same purpose as the DIT API and our data analysis Looker APIs, right? So it's either way. You can move data back and forth. Right now, it does everything under the HMI's data standards pretty fluidly. It takes a little bit more work to do custom data right now, but that's what our customers are sort of testing for us. And ultimately, that will be really just the tool, I think, and probably the best option for folks to move data in and out of Clarity since it's bi-directional. We're needed entry. Okay. A lot of time, so we'll focus on our... Okay, so just quickly, as Gretchen mentioned earlier, we have a lot of flexibility and customization available in Clarity, and you can leverage that into really actually reproducing your current coordinated entry data workflows. Whatever you're doing right now in your system, you can replicate. And several customers, including those that have used your current software, have been able to replicate that in Clarity. But what happens with the added functionality, the flexibility that we have and customization that we have, it becomes an opportunity for you to even reimagine how you're doing coordinated entry. We're able to walk from assessment through prioritization and referral through each of those stages. There are decisions that can be made about how you want to collect that data, who you want it passed to, who should have access to it, and then ultimately, who's going to be making the referrals to services for the folks in your by-name list, right, or prioritization list, whatever you're calling it. We have a feature called the Community Queue that serves as your by-name list or prioritization list that's built right into Clarity. You can do everything right on the screen. Your assessments, you can build scoring, your own scoring rubrics. Whatever question it is you want to ask, whatever point values you want to assign to those assessments, you have a complete freedom to do that yourself. And then, you know, it produces a score. And then through what we call our eligibility engine, you can, then the system can automatically tell you what a given client is eligible and not eligible for, to help people make the appropriate referrals for their needs. So it's super flexible. Again, it becomes an opportunity for folks to reconsider how they're doing coordinated entry. The other reports, I can, I showed you that a little bit. All the HUD reports are there. They're always there. Gretchen mentioned that we have, we guarantee compliance. It's not much of an HMIS if you can't run those reports. It's just really nice software if you can't run those HMIS reports. So we, and we do, Gretchen mentioned community administration. We, that means we are literally for, in customers who are making use of our customer and community administration service, we are directly responsible for submitting APRs, LSAs, all those things. So we have a strong incentive to keep those reports where they are. Thank you, Wendell. So, finally, our, the performance dashboards, they'd be filtered by agencies and programs. That, again, is Looker. And I have enough time, I think just enough time to go in here and show you what that looks like. Tick, tick. Hurry up, Joel. Here's some dashboards. 30 seconds. Pick a dashboard. Performance, oh, performance dashboard. That's right. How about the program performance dashboard? That one sounds appropriate. And let's see if it comes up faster than the 10 seconds I have left. There we go. Yeah. So, Looker, I didn't mention this before, comes with all kinds of built-in data visualizations. I'm going to scroll down to my favorite one, Just in Time. A little fuel gauge one there. It looks like a washing machine. That's all we have. Okay. Thank you very much. Thank you for your presentation, BitFocus, Inc. At this time, I'm going to turn it over to the Evaluation Committee and the Project Manager. Do you have any questions? And please state your name before asking the question. I'll let the EC members go first. Yes. This is Ricardo Moore. Okay. So, one question that I do have, it relates to data migration. So, if your company is selected for this solicitation, what is the process for data migration that would incorporate all client data ensuring successful historical reporting? Sure. We can describe that. I'll describe it first at a high level and we can drill down if we need to, right? So, the process for this. If you want, we have some hidden slides about data migration just in case that question. That's right. Those are in there. If you need a visual, we'll call it up. But for now, what I can explain is that it goes in several stages, right? So, from the time that we do your kickoff call. So, at some point, when a new customer signs the contract, we immediately go into the onboarding phase. As Gretchen mentioned, we assign an account manager through customer success. And then you'll have your onboarding team, which is a mix of professional services and data services and even sometimes our community administration team, right? And the data migration process itself is that you will provide to us early on in the process, usually within that first month after the contract signed, you're providing us with a full export from your current system. And we'll ask you to request that. We'll give you a secure place to upload that. We'll do an analysis on that. That will be the – so, it'll give us a – and it'll provide you a report or data, you know, what we call a data analysis report. It'll tell you any issues that we find in the data, right? They're classified as major and minor and then just informational. Major issues are the kinds of things that we see that you're going to have to go into your current system and fix them before we can really process a full data set that comes out of that system. Most of the time, historically, the data sets coming from your particular software don't have a lot of major issues, right? They tend to be of the minor sort. We've done a lot of these sorts of transitions, and so that's the good news. We even have the issues that we do see. We've already got the programming scripts built to address some of those issues. So, that's that first sort of preliminary migration and analysis. Then, assuming we have a cleanish sort of data set, knowing that's not the full data set, right, we'll have stand-up migration site for that data to go into, but that migration site requires configuration first. So, throughout this whole time that we've been working, looking at and analyzing your file, you will have already been working with – a new customer will already have been working with our onboarding team to undergo the training, which is self-paced and done through our learning management system. And once we've cleared through all that, our onboarding team will work alongside with whoever is going to be responsible for configuring the new system, right? So, you get under the hood. There's a lot of prep for that, including some – completing these mapping documents because an onboarding new customer knows what agencies and programs relate to each other, how they relate to each other. We don't necessarily know that. We can't make any assumptions. So, we really do require a lot of interaction, a lot of back and forth with an onboarding customer, right? And so, the end result of that will be a migration site that's configured pretty much the way you want it, at least in terms of which agencies and programs are going to participate in there. You don't have to set up your end users or anything like that at this point at that stage. Once that's set up and using the mapping documents we have, we then do that – we'll do a migration, your first test migration. And if that goes – assuming that goes smoothly, then you'll have an onboarding customer has the opportunity to start reviewing that migration system. You would do something like run an APR for a particular program in Clarity, run it in your current system, and compare the two. From experience, I can tell you that it almost never matches up exactly. I'd be suspicious if it did, actually. It's just weird little things. There's enough – and what that is, is just there's enough wiggle room in the data standards to allow a little bit of interpretation by each of the vendors. Ultimately, you get the numbers that you get, and when you look at them, they're right, and you might have to fix something in your data on your system to get the numbers the way you want them to be. That's just how it is, right? And it's not – it's really generally not a problem. We always are able to explain the reason why there might be something different. And, again, it's not like we're wrong or they're wrong. There's enough wiggle room in the data standards that allows these things to happen sometimes. Regardless, we won't proceed until you're satisfied with what you see coming out of Clarity. Once you're done with that, then there is just more planning about the trainings and things like that for your users. At the same time, what happens then, at the final – then we'll have that – between that data analysis report and then a quick summary that's sort of an agreement for what they call – we call a sign-off sheet, that everything looks good to you. Then we're ready, right, for that final migration, which comes whenever you're ready to finally move off of your current system and start using Clarity. The full period that takes is about seven to ten days that you may not be without an HMIS. We always ask our customers to plan on seven to ten days without having an HMIS in place. We'll take that time, and then, you know, all that's going in there. It allows you time or, you know, as a new customer to make sure everything's great before you tell everyone it's time, you know, they're ready to go. Also gives you a little more time to do some training on a training site, that sort of thing. But then that's it at a high level. Okay. Thank you. And as not to assume the obvious, the data mapping that you're referring to would be historical entries into projects as well as any services that may have been provided. Is that correct? Yes. Yes. That'll be – so it's everything – oh, sorry. I'm sorry, Ricardo. I left out a key part. That migration happens in two phases, actually. I'm sorry. We do everything under the HMIS data standards first, right? That's easy because you're buying an HMIS. You need to be able to do HMIS things. So we're going to take everything that's captured under the data standards, the current ones at the time, and as far back as you want to go, right? And that's a conversation that we have with every – how far back do you want to go? Do you really need to go back to 1998? That actually happens. That's why I bring it up. But, you know, seven years, I think, is like the max you actually should keep – you actually have to keep, and then if you want to go back further than that, entirely up to the onboarding customer. But everything in that first phase is what we call HUD data, everything under the HMIS data standards. That's the part that you'll be doing with all the testing and all that because, again, HMIS, and if we're guaranteeing HMIS compliance, that part has to work, right? So that part gets approved. Then there's all your custom data, right? That goes through a slightly different process that has to be put into a different format because, like I mentioned earlier, HMIS CSV, which is the format we'll use for the migration, does not cover custom data elements. We have our own schema that we've used over and over and over again that you'll be able to use to put various custom items into for us to then import after the HUD part is done, right? So, yeah, so there's those two parts. Sorry, I left that out. But, yeah, and then so as much data and as little data, frankly, as you want, whatever you're comfortable with, we can do. Okay, thank you. Good morning, Joel and Gretchen. I have a couple of questions. First question. Excuse me. Can you state your name just for the record? My name is Luis Nicola Aguilar. So in slide 10, you mentioned that you offer these professional services and supports. Are those included as part of your proposal? Their availability is included, but the specific projects, I mean, as Gretchen mentioned in the slide, it's like they're brought in for you might want to hire them to do very specific things. And so without, you know, we don't know that yet. So that's not necessarily part of a proposal, but they're available to all our customers, and it's done on a, you know, case-by-case basis where if there's some need that is not necessarily met by clarity or you just need extra help in configuring things the way you want, or you want us to help. One of the most common things they do is help redesign a coordinated entry system, right? So they'll get – they understand – half our company are folks who worked, you know, as, you know, HYS administrators or COC program managers. Like, we get this. And so our professional services team can work with the community to have the conversations, facilitate those conversations, and then it's all within the context of what clarity can do, which, again, I said is a lot. And then even set that up for you or either guide you how to set it up or do all the setup for you. You know, it just depends on what your – any community's particular needs are, right? So that's not – we might have put a coordinated entry package in here, this one, Gretchen. Now that I think about it, we might have. But professional services in general, right, I don't know that there's anything – no. I mean, they're just – they're available to all our customers on an as-needed basis. That's the way to answer that question. Thank you. When you were talking about some of your projects, specifically, you mentioned Nevada and you mentioned cross-systemic collaboration. Can you just expand briefly, you know, just to have an idea what you did with other systems of care? So Nevada. Do you know more of the details on Nevada, Gretchen? I don't know that one. I know the Contra Costa one that we put up there. But in – well, I'll just speak to Contra Costa since I'm talking. Actually, most of our customers in California, every county in California has – it seems like has a health information exchange. And so that's one thing Contra Costa is – I think they might even run the exchange for the county, our customer in Contra Costa County, because it's the county themselves. On a regular basis, they are just piping information out of Clarity and other sources in the community into, like, a data warehouse and cross-reference that data. And then there are people who are able to, again, you know, see who the high users are. This is – well, I'm not speaking specifically about Nevada. It's operating the same way. That's what that fuse is about, right? The frequent users, the system – I forget what the E stands for. But it's your high-expense users, right? And so you're using data from various sources, pulling that together to identify who those – the million-dollar Murrays are, right? There's that old article from the New Yorker, right? Who's costing your community the most? And then, you know, that way you can direct resources towards getting them stably housed so it doesn't cost everybody an arm and a leg to, you know, to keep them – you know, just to keep them circulating through a system that hasn't actually got them housed yet. But those are the kinds of things, which I'm not sure – I know if you need a more technical explanation than that. No. I don't have the technical information either. Sorry, I was distracted. I was trying – I was rechecking the quote to see if we had any professional services added on there, but we don't. We don't. So, anyway. Anyway, I was just double-checking that, and then I got – so I was like, oh, no. So, yeah. I just know for the FUSE project that it was about providing a secure means to match and prioritize clients that were receiving services through these multiple different systems. But I don't know the technical specifics behind that project. I'm not sure if it's happening within Clarity or outside of Clarity. That's the thing I was trying to – I probably should have come prepared with, but sorry. Yeah, and actually, I wasn't looking for the technical. I was more looking for, you know, like the self part of that. So, you answered the question, at least, you know, the way that I ask. My last question, you mentioned Looker as part of your platform quite a bit. And, again, I'm not a technical person necessarily. And so, again, briefly, can you explain what's the purpose of Looker within this proposal or within this project? Yeah, sure. So, it's just – Looker is an adjunct, right? So, it sits outside of Clarity. And it's just a tool that allows you to look at – to conduct data analysis, much more complicated data analysis. Then that's what's available in Clarity. Clarity itself doesn't do much data analysis at all. It has pre-built reports that, you know, that, again, will meet all the federal HMIS partner requirements, VA, HUD, HHS, PATH, you know, all the programs that you have to do that. It'll do that very reliably. But you have all this data. Community has all this data. We want to look at it in different ways, right? Again, HUD has the system performance measures and the LSA. That does, again, some of – that's some analytics work that you can do through some of their resources. Most of our customers, that's not enough, right? There's things unique to their community that they want to look at. They may have certain custom assessment questions that they're always asking that are not asked at a national level, right? And then you just want to – you collect that data for a certain period of time, then want to analyze those results relative to all the other data that you're already collecting. That's what Looker is for. And like I said, so Looker operates where we're pulling data out of Clarity into Looker, into various data models. With the data models, they're all geared around a specific purpose, whether it be programs – I mean, program enrollments or services, even outreach with the outreach module. That's new. And then there are some that are tied specifically to HMIS. And so it works both to help you analyze data in a different way, and it also supports other things you have to do with Clarity. The data quality report, there are data quality reports built right into Clarity that you can run. And again, there are some limitations to that, but Looker can go beyond that. It can schedule those reports to go out on a regular – certain kinds of reports. Some of those dashboards I showed you, there was one, a data quality dashboard. That can actually be scheduled to run, and users can see it whenever, if you're doing the quarterly data quality checks. And Looker just provides that functionality. And then your serious data analysts can go in there and also just sort of craft these – make their own queries. They're called Looks and Looker, but you make your own queries, and you can create your own dashboards. Although a lot of folks are actually choosing to bring their own, if you're already using any kind of business intelligence tool that's not Looker, that's fine. If you're using Tableau or Power BI, any of the common tools that are out there, Looker will just – you can just use Looker to put the data in the format you need to, send it over to your current business intelligence tool and play with it that way. For some of our customers who don't necessarily have access to other business intelligence tools, Looker is the option for them. So that's another reason we offer it. I think – I don't know if you mentioned this on the last demo, so I'm sorry if I'm being redundant. But it's also, I think, worth mentioning that we also have a built-for-zero data model in beta mode right now for customers. So I can't remember if you guys participate in built-for-zero, but that's another data model on the way. And then there's also, like, an embedded version of Looker in Clarity that's a little bit pared back in terms of not creating dashboards but still doing some custom reporting. So there is sort of an option that doesn't go outside of the Clarity interface but stays inside for some of the more, like, simple custom reporting you might be needing to do. So for the less technical users who might need to be building some reports. And I guess the last follow-up question on that is, so if the county was to choose as a vendor, Looker would be available to them as part of this proposal? Yeah. There's a separate cost for it, but that's written into the proposal. Thank you. It'll be under data analysis. There should be one or two line items, one for embedded possibly, as Gretchen mentioned, because you can make it available to your normal end users, or the standalone version, which is the one I showed you, where you log in directly into the interface. It has a bit more functionality, and we reserve that for primarily your more advanced users, especially your system administrators. That'll be in there as standalone data analysis. So this is Ricardo again. Ricardo Moore, just two follow-up questions based off of what I heard. Just for confirmation, the Looker option is included in the price. There are no additional costs outside of what you've quoted. And then secondly, the question around data migration that I had. I heard options. Is data migration inclusive also of the quote? Yes, both. Now, the actual number of users, we can always adjust up and down. We took our best guess based on the information that was provided to us in the proposal. So I'm looking now at the quote we provided. So there's six licenses for a Looker, which only account for about half of your administrative staff. So you may need more of those, or that's enough. Then we put in 12 embedded licenses. That's for your regular Clarity end users. Again, we're just sort of guessing there based on the information we had. And, yes, migration is in there as its own line item. And we have discounted that for you 100%. So, sure, it's in there. Okay. Thank you. If you want to pay more, we're open to that. We can talk about that later. This is Chris Williams, more on the technical side of Looker. So how is the data getting sent over to Looker? Is it via RESTful API or some other connection? And then also, is the data being perpetually stored in Looker slash Google Cloud? I'm sorry, Chris. I can't answer. I feel like I would have run into that by now. But I don't know specifically how it's moved over into the Looker environment. I do know it's all hosted on Amazon Web Services. So, Looker is owned by Google and is part of the Google Cloud. So is Looker storing the data in Google? I know. I think the way, and I wish I could answer that for you, but I know everything we're hosting, all our data, which I think includes the data models that we're building, I think the Looker interface points to them. But I think we're hosting everything in Amazon Web Services. I'd have to confirm that, though, Chris. You might be right. It might all be in that. Those data models might have to live in Google Cloud. I can't. I'm sorry. I don't have that answer. Okay. Thank you. Are there any other questions for the Evaluation Committee or the Project Manager? No other questions? Okay. Thank you very much this morning, BitFocus. Thank you for your time. Thank you. And then you'll email us when it's time to come back. Yes, we will contact you when it's time to come back later on. Awesome. All right. Thank you so much. The first presenter, BitFocus, Inc., has now completed their presentation and answered all questions. As the team is leaving the meeting, would purchasing staff invite the second presenter, International Software Systems, Inc., to join this closed portion of the meeting for their presentation? Good morning. Do we have International Software Systems, Inc. on the line? Good morning, yes. Good morning, yes. Okay, great. Attendees can be viewed in the team's participant panel. Displayed on the screen is a list of county staff. And for the record, could you please affirm that there are no other individuals in the meeting other than your team and county staff? We do confirm Team ISSI is on the call from our end. Okay. And which member of your team should be designated as a presenter to share their screen during the presentation? That will be our implementation specialist, Maui. Will you be presenting the screen? What is the name? Maui. Okay. M-O-U-L-I. Yeah. Okay, I think you have access right now. Yes, I do. Okay, your team will now have five minutes to set up. Purchasing staff, please start the five-minute setup timer. I'm sharing my screen. Sergeant, could you please confirm if you see the presentation? Yes, I can. Thank you so much, Maui. And the county can see your screen as well. Thank you so much. I'm all set, Sergeant. Thank you, Maui. You can let us know when you're ready to move forward. We are all set, Sonia. So if you would like to move forward, we're all ready to go. Okay. Sorry. Purchasing, please start the 30-minute timer for International Software Systems Incorporated's presentation. Thank you. You may begin. Thank you so much, everyone, for giving International Software Systems an opportunity to present or demonstrate our presentation for the Homeless Management Information System solution. International Software Systems is a small business located out of Greenbelt, Maryland. I support 9001 and 27001 certified organization. We also have our CMMI Level 3 certification for development. We are a minority-owned business and on GSA schedule. That said, I would like to kind of overview our agenda item and then get started with the presentation. Thank you. For the agenda, we will start off with very brief introductions, go right into talking about the ICSI capabilities, which will not take more than a minute. Most of the time that we would like to spend today is on Broward County. We would like to go over our understanding of what the county needs, what the county has reflected their needs are with regards to the HMI solution, and then spend most of our time talking about the seven questions that have been really highlighted as part of this presentation. Lastly, we'll close off with the remarks and open the room for questions. That said, if I could invite Radhika Mulpuri, our key personnel, the PM on this, to just briefly introduce everyone, that'd be great. Thank you. Good morning, everyone. My name is Radhika Mulpuri. I am the proposed PMP-certified project manager for the HMIS implementation. I bring over 25 years of experience in the IT industry. Today, joining me are the key members of my team, Mowli Somayajula, the implementation specialist, Eric Rickford, the subject matter expert, Irina Rajbandari, our COO, and Sajan Ahuja, the director of business development. And thank you for the opportunity to present today. Thank you, Radhika. Thank you so much, Radhika. So like I mentioned in our agenda, we would just want to take a brief moment to introduce Issa Saeed before we dive into the HMI system. Issa Saeed, we have been in business for about 30 years, as we were established in 1995, and we have our headquarters in Greenbelt, Maryland. That said, we do have a global presence, as we have offices nationwide in Dallas and then Florida, but we also have offshore offices in Vishakhapatnam and Hyderabad. Issa has a small family of about 150 employees and a presence in 22 states and a strong retention rate of 85%. This number is crucial because it does not just reflect our experience, but also the stability we bring to our clients. We have served over 100-plus federal, state, and local clients and are supported by our DoD Secure Clear Secure Facility. That covers about 10,000 square footage of our office space. Our partner networks, now that includes over 100 strategic partners. That's a good range from women-owned business, veteran-owned business, ADA firms. What truly it does for us, it enhances our delivery capability across programs and projects for several different clients. I would like to say that we are a proud partner of AWS, Microsoft, and Cornerstone. Cornerstone is the e-learning platform we have partnered up as well with. And our core business units, now they are spanned across business development, professional services, program and project management, enterprise products, managed IT services, and end-user support. What I would like to have the quick takeaway from this slide is that Issa's foundation truly allows us to deliver not just a secure, but a scalable and compliant solution, like the one we are presenting today for the Broward County. At this point, I would like to go ahead and get into talking a little bit about our understanding of Broward County. As we understand based on the priorities and the requirements shared in the RFP, the focus for the county is to get a system that simplifies client enrollment and case management. You want a system that would streamline intake, eligibility verification, and coordinated entry to track vacancies and prioritize clients in real time. You're also looking for what I would say a scalable and secure platform that would allow you to access from any device and also would allow you to store data in a secure manner. Talking about from a reporting standpoint, the system must be HUD-compliant data, performance dashboards, and ad hoc reporting. The system should offer these three crucial areas. It should also allow for handling document uploads and then road-based data sharing. Lastly, I want to talk about the compliance and accessibilities, which we believe are the key of the solution. You're looking for a system that would fully align with HUD data standards, federal partner reports, offer that private compliance, as well as offer a security level in itself to protect sensitive information taking as you constantly deal with sensitive data coming in. That said, I would like to pass on the torch at this point back to our PM, Radhika Mulpuri, for the next piece of the demonstration, which highly focuses on the seven questions. Thank you, Sarjan. So, for the first question, Mowli will walk us through how users, especially the COC providers, will navigate the menus and tabs within the proposed HUD solution. Thank you, Radhika. So, let me share my screen, the HUD system. Once the user logs into the HUD system, so this is where the COC providers, county management, even can log into the system. So, as you can see, there is a dashboard with a lot of statistics. And here, you can see a lot of menu items, which gives you the ability to easily access to different features of the system, clients, enrollments, account, contacts, programs, resources, hosting inventory, point-in-time management, reports, and dashboards, as well. So, further down, I would like to show you by taking one sample, the client checker. So, when you navigate to a client checker, as you can see here, so you are looking at the client details, which is on this tab. And up here, so we have a quick links for all of the client-related details, such as their households, enrollments, coordinated entry activities, income benefits, health and domestic violence, and so on. And here, also, you have quick access to the main features of the application. And also, there is a tab called Related. Sorry. When you go to this tab, so here, you see all of the details related to that client. So, the structure, the framework that we have followed across the system. So, for example, if you go to Accounts, you will be able to see all of the related data for your vendors or service providers. And also, the ease of navigation is very, very flexible and highly scalable. So, I'm going to quickly show you the portal that we have simply put together. The portal that we have designed is very high-level designed for now. But, you know, as you can see, so it is very easy to navigate from the external user, for the external users. So, your coordinators or the service providers, it is, you know, as you can see, there are multiple tabs here. So, they can easily navigate through the various features of the system. Thank you, Radhika. Yeah. Moving on to the second question, we will demonstrate how users, COC members, COC providers, and system administrators can run reports and create custom reports within the system. Thank you, Radhika. So, for this, I will switch back to the HURPOP system. So, let's look at how users can generate the reports. So, COC administrators or providers can access standard HURD reports such as APR, CAPR, HURPATH. Additionally, our ad hoc report builder allows agencies to create custom performance reports filtered by project, date range. The options are unlimited. And so, this empowers your providers to track trends and outcomes in real time. So, for this demonstration, I will show you the reports tab. So, all of the reports, so we have about like 90 plus report design in the system. That doesn't mean that, you know, you just have to stick with them. You can customize however, you can configure however you want. And I will show you in a minute. So, currently, all of the reports are organized in such a way that, you know, so we have multiple folders, HOPE reports, HURD annual reports, point-in-time reports. And even further down, when you look at HOPE reports, they're further organized in, like, you know, such as in the client reports, admin reports, inventory, financial, endowment reports, and so on. So, for this demonstration, I will quickly go to one of the reports, so client reports. So, let's say if I want to go to client's living situation, so here, so here, as you can see, these are all the data elements that are currently available in the report. And here, you can further drill down. And also, if you want to, you know, simply add more data fields, all you have to do is just click on edit. And here, you see the list of columns. So, there are, you can add any number of columns. And once you add a column, it will add to the report, and it will provide you the real-time data. And you can simply save this one. So, let me run this report. And so, there are a couple of other options that I would like to quickly show you. So, you can export this report into Excel format or CSV format, so that you can send that report to HUD whenever you need. So, let me export this report. So, there are two formats here available. So, I'm going to, I will quickly export into Excel. So, once you download this report, and so all of the data is formatted according to the standards. So, this is how the report has been exported. And we also have another option called subscribe. So, what this means is basically, so to generate a report or to get a report, you don't have to go to the system. So, you can simply subscribe. So, based on your schedule, it will automatically send you the report in the Excel format. And not only for you, you can also, you know, send the report or subscribe the report to your team or service providers or group of people. So, the options are, you know, we have a lot of flexibility in subscribe options. So, thank you, Radhika. Yeah. Great. For the third question, we will showcase the options available for the direct client interactions, such as uploading the documents from a computer or updating the personal information from either a phone or a computer. Thank you, Radhika. So, for this, I will switch to our portal. As I mentioned earlier, so, we have designed a very high-level portal for the demonstration purpose. So, for this, I will create a quick, so this is accessed by the external customers. So, your clients can securely log in from your computer or phone or, you know, to update their information and uploading your documents, such as, you know, ID proof or, you know, income verification or any documents. So, this promotes the client empowerment and reduces administrative workload. So, for this demonstration, I will quickly create a record. So, let me say date of birth, October 10th, base, let's say nationality, written status, I'm going to choose it to know. Please keep in mind that this is just for the demonstration purpose, but once we fully develop and configure, it will be completely branded to broker-county requirements. So, here, we are initiating the coordinated entry. So, let's say shelter deferral, yes. I'm going to say the housing deferral, yes. Next, household. So, James, Richard, relationship, self. So, you can enter the household information as well through the portal. So, for now, I'm going to choose head of the household, entry date. I'm going to choose, let's say, today, data collection stage. So, we have different data collection stages. For now, I'm going to choose project entry. Date of engagement, today, CO separatized. For now, let's say, no. Still different source. Self referral, income benefits, hand income, let's say, yes. And hand income, let's say, $1,000, $10,000. Employment, now, information date, let's say, today, VA. So, health and domestic, so, let's say, I want to choose faith, general health, domestic violence, victim, no, currently fleeing, no, pregnancy status, no, okay, employed, no, school status, let's say, dropped out, disability type, physical disability, disability response, no, T-cell, not available. And here, and here, you can choose supporting documents, and the type of documentation is unlimited options. So, you can upload any PDF or images or anything. So, for this demonstration purpose, I'm going to choose one document here. And once you upload, once you enter all of the details and upload, go through all of the steps and upload the documents, simply click on finish. So, this will pop up a screen where the clients can sign the document. So, it generates the document, and then it has, it will provide the ability to sign the document, okay. So, I'm going to say sign now. So, okay, apply, finish and sign. So, this is from the portal. So, now, I will switch back to Hope System. Let me go to client. So, here we have a James Richfield. So, this is the information that we have created from the portal. So, once I go to, in here, as you can see, we have all of the client details that enter through the portal, their enrollment, coordinated entry, income benefits, all of the details. So, this is how we can demonstrate, we can do the portal implementation as well as integration with the Hope System. Thank you, Radhika. I appreciate that, Molly. Next, let's demonstrate how the system communicates with the external ERP systems, such as PeopleSoft, to exchange information related to landlords, vendors, building housing inventory. Thank you, Radhika. So, integration is the key to our system efficiency. So, the way that we integrate is called Private Connect. So, we have an option to connect with your ERP systems or any other systems. This is called Private Connect. And it is highly secure. It uses AWS Private Link feature. So, all we need to do is we need to know the endpoints. So, once we integrate this system with the Hope System with PeopleSoft, so we can configure whatever data that you want to synchronize. It could be vendors, it could be billing, invoices, housing inventory, anything. So, in the production environment, so Private Connect establishes a private encrypted network path between Hope and PeopleSoft hosted in AWS. So, here, for this demonstration purpose, I'm going to, I'm simulating a synchronization. So, let me go to one of the accounts. So, let's say we have a contract with Global Health Organization. And let's say for this demonstration purpose, I want to synchronize with ERP system to update task order number, contract stage, and ERP contract number. So, when I click on synchronization sync with ERP, so it establishes a private connect. So, this is the contract ID and the contract title from the Hope System. So, when I click on next, so, so here we are synchronizing with an external system, ERP system to update ERP contract number, task order number, and contract stage. So, when I click on proceed to update contract data. So, it is successfully updated. So, as you can see, so now we have the task order number, contract stage changed from initiation to execution, and we have the ERP contract number. So, and the system is very secure. It tracks each and every update. So, as you can see, so this is the contract history. So, when did we change, you know, what has been changed from the original value to the new value. So, this is how we can connect with your ERP system. And this is, you know, as I mentioned, so we are simulating the synchronization for this demonstration purpose. But once we establish the connection, so we can automate the synchronization process. So, you don't have to update manually. However, so we have options, you know, whether you can update automatically. Whenever there is an update from the ERP system that triggers another to hope system, then it will automatically update as well. Thank you, Radhika. Moving on to the fifth question. We will describe ISSI's proposed solution and its ability to guide a client through the anti-coordinated entry process that is from intake to placement. Thank you, Radhika. So, for this, I will use the client that we just created from the portal. So, as part of the portal demonstration, so we just created a client and we also initiated a coordinated entry process. So, I will go to the same client and I will go to the coordinated entry activity to complete the process. So, here, through the portal, we have initiated this coordinated entry activity. So, now, I would like to close this, complete this one. So, what that means is basically, so as part of the client, the portal coordinated entry process, we provided, we said, you know, prevention default, no. So, the contact type, so let's say, in person and activity date, let's say, today. And so, and then here, you have option to update the notes. So, why did we choose prevention referral, no. So, you can track the notes throughout the process. And for shelter referral, we said, yes. So, and I'd like to, you know, provide the referral program for a shelter. So, let's say, I'm going to go with, you know, healthcare for homeless and shelter screening and assessment outcomes. So, let's say, refer to a division project and shelter referral desert, let's say, successful and shelter referral desert date. I'm going to put that today. And you can track the notes as well. Same thing with the housing referral. So, we mentioned, yes, in the coordinated entry initiation process. So, now, we are updating the outcome of that. So, here, let's say, I'm going to go with the rapid rehousing program and housing screen assessment outcome, let's say, refer to transitional housing bed unit opening housing deferral result, let's say, successful, result date 13. So, we have updated the outcomes of these referrals. So, this means we are completing the coordinated entry process. So, let me save this one. And when you go to the client level, so, we have the prioritization assessment as well. So, when you click on new. So, based on the coordinated entry process, the completion, all the details, you can create the prioritization assessment. So, let's say, the assessment date is today. And the score, I'm going to choose, let's say, 85, the priority level, high, medium, low. And so, assessment type, you know, how did you achieve this score? So, there are multiple ways, right? So, SPDAT or custom CE tool, or you can choose other, and you can track all the notes and everything. So, this completes the coordinated entry initiation, completion process, as well as the prioritization assessment. Thank you, Radhika. Yeah. Thank you, Mowli. For the sixth question, we will describe how the proposed solution can generate all required standard reports that are required for HUD's annual submissions. So, for this, I will navigate to the reports tab again. So, as I mentioned earlier, so, we have different folders. So, let me go to HUD annual reports. So, it includes some built-in templates for annual performance reports, system performance measures, and there are additional reports as well. So, for this demonstration purpose, I will go to system performance report measures. And here, as you can see, so, there are a lot of columns available here. And as I mentioned earlier, so, we can add any number of columns here. And so, we can also export, which I have already demonstrated that feature. And you can also subscribe to these reports. So, now let me go back to the reports again, all the folders, HUD annual reports. So, here we have system performance measures, housing inventory, point in time, agencies with endowments, and so on. So, the options are unlimited. So, these are, you know, some of the annual reports that are designed according to HUD standards. Thank you, Radhika. And finally, for the last question, we will highlight the system's capability to create performance dashboards that can be filtered by agency and or by the project. Thank you, Radhika. So, for this, I will navigate to dashboards. Similar to the reporting report structure. So, we also have several dashboards and they are organized as in different folders. So, for this demonstration purpose, I will go to performance dashboard by project and agency. So, when you go to this dashboard, so, there are several components on this dashboard. So, here, as you see, we have projects with endowments, which is a cable format, and we have the statistics, you know, charts format, agencies with endowments, and endowments statistics by project type, by housing type, living situation, and, you know, previous street ESHs. So, there are different components already on this dashboard. And, however, we can still, we can customize if we want to add more components. And for this, so, as you can see here, so, we have added two filters, by project name and agency name. So, let's say if I want to look at the entire dashboard by a project. So, I'm going to choose AOV. So, the entire dashboard has been filtered using this data. So, the selected project, AOV. Okay. So, similarly, let me go to, let me choose an agency. So, let's say if I want to filter the entire dashboard by selecting an agency. So, if I choose this one. So, here, as you can see, so, all of the data has been, you know, filtered based on the agency that we chose. So, some of the options, you know, very similar to the reports feature. So, we have a subscribe feature. So, what this means is basically when you subscribe to a dashboard, you will easily get the snapshot of this dashboard to your email. And, we also have another feature called, you know, download. So, let's say if you are, you know, preparing a presentation and, you know, instead of, you know, using the snack tool or anything, so, you can simply download this snapshot and use this image for any of the demonstration purposes. Okay. So, and as I mentioned, so, you can, you know, we can configure however we want. So, let's say if you want to add more, you know, widgets or, you know, more components, you can simply, you know, click on widget and click on charter table and add any of the existing reports for this dashboard. So, that concludes this question, Radhika. Thank you. Yeah. Thank you, Mowli. That concludes our demonstration. I would like to request Sajjan to share the closing remarks and then we will open floor for the questions. Thank you. Thank you so much, Radhika. And thank you so much, Mowli, for going over our presentation for the Broward County's need for the HMIA solution. I'm just going to do a brief closing and then we'll open the floor like Radhika mentioned. For the closing, the one thing I do want to emphasize on is what drives ISSI. It's our people, processes, and technologies. Everything is so focused on delivering a world-class quality solution for us as clients. We truly believe in strategic partnerships and the strength of being a small business that stays agile, responsive, and client-focused. Truly at the heart of everything, we do is really put some time and effort into the client and quality-centric approach, which means putting clients first, listening and truly responding to their needs, including everyone in the process, leading by example, driving innovation, and staying community-focused. That said, thank you once again, everyone, for your time and consideration. We look forward to partnering with you and to respond to any questions you may have about our system and making sure that we can show you a modern, secure, and a compliant HMI solution. Thank you so much, everyone. Thank you very much, International Software Systems, for your presentation. I would like to now open the floor for any evaluation committee members that may have any questions. Yes, please state your name. Good morning. Thank you, Luis Nicola Aguilar. I do have a question. Can you speak a little bit about your experience providing software solutions for human service providers, social service providers, and other homeless continuum of cares? So, I would like to request Molly to answer that question. Here, we would go ahead and highlight a little bit about our experience providing HMIS solution to clients. Yes. So, we have provided the homeless management information solution, systems solution for two other organizations in Nashville, Tennessee, as well as in Ohio. So, these are the nonprofits. So, they provide services to the nonprofits. And we help them to implement the solution to streamline their manual processes by implementing the solution to them. And, Eric, do you want to add anything to that? Yes. My name is Eric Rickford. I have over 13 years' experience working in the Department of Health for the division services to end and prevent homelessness. I mainly manage the budgets, but I manage during COVID, almost $200 million. And in normal times after COVID, close to $100 million included in all the NOFO grants. I'm familiar with all the grants, ESG grants. And working in the budgets allowed me to work with the entire program. So, I've gained tremendous experience and knowledge over the years. Thank you. Yes, this is Ricardo Moore. Just a very quick question around data migration as a part of this. If you're selected as the vendor for this solicitation, just very briefly, two questions. One, what's the process at a high level, the process for how the data migration would take place, ensuring that it's inclusive of all client-level data as well as any historical data connected to program entries and services provided to the clients to ensure that we're able to successfully report historical data? So, yeah. Thank you so much. So, we have an inbuilt system of process called, you know, import features. So, for example, let's say if I go to, it doesn't matter whether you are in clients or programs or anything. So, we have a feature called import. So, if you have the data in the CSV format, so, and, you know, and of course, we will work with you very closely to provide you the format of the CSV files. And once you have the data from your legacy systems or, you know, existing systems, so, you will, you know, so, all we got to do is we just need to, you know, format that CSV, and then you can simply import. And there is, so, you can simply import the data to anything. So, it doesn't matter whether it is, you know, clients, programs. So, that is one way. Right. And if you have, like, millions of records, so, we have a tool called data loader, and we will, the process is same, but, you know, so, we have, it won't be using the import feature. So, import feature has limitation of 50,000 records at a time, not through the entire system, but by feature. So, for example, let's say if you have a data of, you know, 40,000 for clients, you can import, you can use this feature to import. And if you have, you know, 30,000 for, you know, accounts, you can use it. So, if there is a transactional data, which may be, like, in millions, so, for that, we will use data loader tool, which is, which comes, and then we will have to use the same thing. You know, we need to format into the CSV, and that has, that can be unlimited data. So, we will work with you very closely to define the data, data migration strategy, data migration mappings for all of the clients, programs, financial, any, anything. And then we will use those formats to import the data, whether using the embedded feature import or data loader tool. Hope that answers your question. Yes, it does. And just one other question is, just want to confirm that data migration costs are included in the proposal? Yes. Yeah, but I think you have something. Yeah. Yeah, we included data migration costs in the proposal. But from the technical side, Mowli explained our entire data migration process, but even added to whatever just Mowli mentioned, we do have a process for any data migration. So, during the workshops, we will meet with your SMEs who is responsible for the data and map the data fields to the hope system so that we will first do the small migration and make sure our data mappings are accurate and the process is working for your county. And once that data sample is mapped and then data is validated on the sample work, then we will do the entire data migration so that this two-step process will help us to make sure our data migration don't have any issues when we do the full set of data migration. And for our previous clients on the different projects, we migrated more than one terabyte of data, and we migrated more than, like, I can tell you, like, hundreds and hundreds of tables of data. Okay, thank you. Okay, any other questions from the Evaluation Committee? Okay, please state your name. This is Chris Williams. I know this solution is a Salesforce solution, built-on Salesforce solution, and ISSI, if I'm correct, resells this. If there's updates to requirements for HUD requirements, is ISSI responsible for making the updates to the system, or is the original developers responsible? Sajjan, can I answer that question? Absolutely. I think that marks well. That's a wonderful question, Chris. So right now, as you can see, the Hope system has been designed according to 2024 HUD standards, and I know the 2026 is coming pretty soon, or, you know, it's already out. So it is our responsibility to update the HUD data standards and any of the system maintenance. I know Salesforce has, you know, quarterly releases, and it is our responsibility to maintain the upgrades. And not only from the Salesforce perspective, but also the Hope system perspective, especially when HUD releases new data standards. Hope that answers your question, Chris. Okay, thank you. Yep. Thank you. Are there any other questions? Okay. All right. I want to thank you very much, International Software Systems, for your time this afternoon. There are no other questions. Thank you for the opportunity. Thank you so much, Carol. Thank you. Thank you. Have a wonderful day. Thank you so much, everyone. You too. Thank you. Thank you. Bye-bye. Bye-bye. The second presenter, International Software Systems, has now completed their presentation and has answered all the questions. As the team is leaving, the meeting with purchasing staff invite the third presenter, Caseworthy Inc., to join the closed portion of the meeting for their presentation. Hi. Good afternoon. Good afternoon, Caseworthy. Hello. Good afternoon. How are you today? Doing well. Thank you. Good afternoon. Thank you for your time, Caseworthy. Attendees can be viewed on the team's participants panel. Displayed on the screen is a list of county staff. For the record, please affirm that there are no other individuals in the meeting other than your team and county staff. Is that a yes? Yes. Confirmed. All right. Thank you. Which member of your team should be designated as a presenter to share their screen during the presentation? So, we will have two people sharing the screen. So, I will share my screen, and then I will be passing it over to Stacey as well. Is that Nico? Yep. Nico and Stacey. Right. It looks like I have the share privileges now. Okay. So, your team will have five minutes to set up. Purchasing staff, please start the five-minute setup timer. Nico, I'll start testing my screen just to make sure everything's good. Yep. You able to see my login, my main screen? Yes. Great. I'll do one more test, and confirming that works as well. Yes. Perfect. Excellent. And I'll test my screen real quickly as well after you're done. Yep. Good to go. Let me see. Can you see that? Yes. Looks great, Nico. Perfect. All right. I'll go ahead and do that. Caseworthy, just let us know when you're ready to begin. Yes, we are ready. All right. Thank you, Caseworthy. Purchasing agent, please start the 30-minute timer for Caseworthy's presentation. You may begin. Thank you so much. Well, first off, thank you all so much, everyone on the Broward County side. My name is Nico Rittmeyer. I am a county executive here at Caseworthy. With me is Stacey Berenda, who is going to be taking us through the demonstration portion as well today. But I really just wanted to set the stage in terms of what we'll be showing you all today. Obviously, we'll dive into the navigation interface, all the case notes, managing all of the documentation needed for day-to-day operations in terms of mobile uploads, integrations. We'll go through HUD compliance as well as reporting. And we'll also just finish off with some questions and answers like you guys had recommended. But really just wanted to set the stage in terms of Caseworthy as a whole. So we are the leading provider of human service operations across the country. So we work with HMIS organizations across the country. As you can see here, just a few of our partners here on the screen. But we work, you know, again, in Florida, across the country, serving not only county, but also statewide organizations and agencies all across the HMIS space. We do this all through our flexible and modern technology. Obviously, obviously, we're cloud hosted, but we're able to access the platform through any application, any mobile device that has access to internet. So it's a responsive design application that you guys can access. And then built into the platform is really all that is needed in terms of HUD compliance. So all of that is really taken on our team to ensure that your organization is up to standards with any updates that are rolled out on the HUD side. So we really do this. We serve human service organizations across the space, not just in HMIS. But the solution today that we're going to be showing you, Clientrack, is built specifically for HMIS solutions for organizations. Excuse me. And again, we serve organizations across the space, as you can see, and we're really going to be diving into this small portion here, obviously, our Clientrack solution, which is used by so many organizations and agencies across the country. So that's really my portion. I will now kick it over to Stacey and let us dive in. Thank you, Nico. I will start out by demonstrating how users navigate menus and tabs in the user interface as identified in item one. I've already logged in. Clientrack is accessible by any device, allowing users to work wherever they are. My demo site today, I am logged in as a user within the Ecovia community organization. And my role-based access is driving everything I have access to, enabling the system to align with your community's needs. My user dashboard shows me... You're sharing, Stacey? I am. Can you not see it? No, I cannot see you right now. Proud County is able to see. Oh, you can see? Okay. Yes. We could see. I will reshare. Okay. Thank you so much. Great. This is showing me news bulletin, detailed information to manage incoming referrals for quick response and housing or serving those clients effectively, as well as charts and graphs. My role-based access is giving me access to project descriptors and administration menus that other users that may not have that role won't see. You'll notice I can interact with my dashboard. So if I'm working with Kai, I can edit this referral, complete an intake, review eligibility. If I select the client, it's going to take me to Kai's dashboard, and that's going to navigate me to his individual record, allow me to see a dashboard of the most important information for my role based on the client services we're providing. I can see enrollment history, service history, and have access in the menu to a wide range of capabilities and menu options. This navigation holds true on the left-hand side. When I selected Kai, it moved me to the client management section, and I can scroll through to manage housing and housing facilities, community providers, run reports and review analytics, as well as other capabilities. In addition, ease of use tools include our global search. So if I don't know where to go or how to access something, I can use the global search. It's going to find any menu option with that or any clients or providers or housing facilities based on what I'm searching, giving me quick and easy access so it's easy for our users to navigate the system. This same capability is fully supported on mobile devices, ensuring that we can access and work on your smartphones or tablets as well as your laptops from any location. If I switch my screen really quickly, you will notice my ability to access the system in the same way on my mobile device. I can see the same news bulletin, my incoming referrals, and in the same way, my menu option gives me the ability to navigate one report's access client management in the same way, allowing me to record case notes and services, upload documents. Oops, I got logged out. I waited too long. One second. Go back to my document. Check. Giving me that same access. Just a moment, please. We have a question. Stacey, are you sharing from a different device? I am, yeah. Okay, because we're still looking at your desktop view. Okay, thank you. Start broadcast again. All right. Thank you so much for catching me. I'll go back to where I started really briefly. I can see the same organizational news, incoming referrals with all the same options as I saw on my laptop, just in a more vertical format based on my smaller screen. This gives me the full capabilities to do everything I can do on a larger device from my smartphone in an easy-to-navigate format. This ensures my drop-down lists are quick and effective. I can identify and select a wide range of details, use date selections, an upload file, or take a photo directly on my webcam, storing that securely directly within the system without limiting access and saving that directly to my device. I'll switch back to my laptop really quickly. In addition to user access on smartphones, laptops, and computers from any location with that internet connection, ClientTrack also supports portal capabilities for those in the community to interact with your data within the system through the online portal access. Portal tools provide the flexibility to tailor the portal access to your community's needs. My demo portal site is very generic, but it enables you to identify and install your formatting and capabilities so that the public can interact, find programs and services, allowing those in need to find providers that offer those services, as well as enter new information, allowing you to collect application or related information. Everything you see on this portal is configured as an example, as the portal is fully tailored to your particular needs. I'm logged in as Holly, an existing client, and as such, I have access to review my application status or service history. I can update my client information or my care plan. If I go to my application, I can see my application is pending, and I can see some service history information. I can edit my client information, making sure that I have direct access to update my contact information so you know how to reach me if something has changed. I can also utilize the same document checklist item that I just showed on my smartphone, allowing the client to submit the specific documentation or information that might be needed. I will reiterate that this is an example dashboard, allowing us to identify and enable any forms and data for viewing or creating or updating information in alignment with the permissions that are appropriate for your community. That identifies item number three, options for direct client interfaces, and we covered uploading documents, as well as updating personal information in that particular component. We will now walk through the coordinated entry process from start to finish as an example of an intake and enrollment into any project type, specifically focused on coordinated entry, and we'll walk through that process. That often begins with an HMIS intake, allowing us to enter and collect all necessary information for coordinated entry. If we're adding a new client into the system, we are prompted to make sure we search existing clients, allowing us to use barcode scanners if and when beneficial with a barcode ID and the ability to search by any applicable fields that you identify as crucial to help find and match those potential duplicates. It does use similar sounding names, common nicknames, giving you the ability to see those potential duplicates and work with existing records within the system, giving you full capability to have unduplicated records based on security policies across the COC. If I select CHI, it will identify and allow me to review his previously selected information. Red asterisks identify required fields, and we use calendar selects, radio button, multi-select, and align with data standards across the system. The sharing model enables sharing rules to make sure data is shared or restricted in alignment with your community's protocols using an information release or MOU-style setup. You'll notice as I finish each step in our intake, it marks that step complete and will automatically make sure I see and collect the right data based on this scenario. In this case, I can review CHI's family composition, and my next step will allow me to roll in a HUD program. Based on my organization, I'm going to just see the projects I'm allowed to enroll in across any project type that we support. As mentioned, we're going to do a coordinated entry project, and so we'll enroll in coordinated entry. These workflows and forms ensure all rules for data collection in alignment with the HMIS compliance are monitored. If I select and enroll Aya and hit save, it's going to notify me that we do not have a head of household. If Aya was enrolling by herself, we can update and identify her relationship status. In this case, I will enroll both Aya and Aya. The project type and all funding sources associated with it are going to make sure the right assessments are collected in alignment with those data standards to help improve data quality and completeness. We'll go through CHI's assessments first. I can default the most recent data into the assessment that we've captured in previous encounters, and we can identify and enter the appropriate data. You'll notice help text in various places, allowing users to have meaningful guidance along the way. Each step, triggering and reviewing existing data or entering new data as applicable. In this case, reviewing all special needs categories, as well as our domestic violence. And because we're enrolling in coordinated entry, our crisis needs assessment is being prompted in alignment with our community's tailored coordinated entry process. ClientTrack includes a robust design tool set that enables the questions and answers and the flow of your coordinated entry process to align with the protocols in your community to best support your users. The questions being prompted are all based on those items that are important across your community and can include your local scoring calculations. In this case, we have an option to do an acuity score and see a calculated score that's defined based on our local needs. This particular assessment is also identifying our current living situation information and is including geolocation options, allowing us to view and see exactly where we are performing this assessment and see that data on maps and reports along the way. Question steps and rules behind the scenes can drive which assessments are prompted, allowing us to align with our local diversion policies, our housing needs assessments, and trigger the appropriate components. Because CHI is in a family, we can identify if the family VI SPADAT or single VI SPADAT, as the example in my demo site, allows us to capture the additional assessment data. This is a great example where it's pulling in those family dynamics and doing calculations for each section in alignment with a standard assessment tool in the industry. As mentioned before, those scoring can be modified to align with your needs. If I skip a required field, I can click directly on my alert. It will take me directly to that particular field and allow me to fix that option. I can email the client and notify them they have been prioritized on our coordinated entry list, allowing us to pre-populate, if I had CHI's email address, a notification directly to him, if appropriate. He may also have access in the portal if he is a portal user. The workflow will loop me through all family members and allow me to capture additional information, if necessary, based on the data standards. Once I've completed all necessary data collection points, it lets me know I'm done and all data is accessible and visible in the system. So I can see the coordinated entry project and I can manage household members' annual assessments as needed. Kai and I are now on our by-name list and are being prioritized for service. This allows me to go to my reports tab, go to my by-name list, and allow me to filter and work with my records to prioritize and provide services when needed. It does support multiple coordinated entry project setup, if you use that for phases or other use cases. And you can see I can filter by veteran status, disabling condition, household type, and chronic as standard defaults. You can add additional filters, and you'll notice my list is sorted by score and showing a myriad of helpful information. I can go and select my by-name list clients, and I can update their current living situation, perform a new housing needs assessment, or maybe I'm ready to create a referral for housing, allowing me to utilize ClientTrack's eligibility and real-time capacity management tools to create that meaningful referral. In this case, for Deborah, who I selected, I can see she's passed eligibility for various housing programs. We can see for Good News Rehousing, she's experiencing homelessness, she resides in the applicable location, and she meets any financial requirements. However, she's not eligible for the Military First program, as she is not a veteran. If I scroll down, I have an example of a more complex eligibility rule, where it's looking at federal poverty level. Pregnancy status and dependencies with various rules associated, giving you an idea of the complexity of eligibility rules that your local administrative team can manage. I can also see what units are available within those facilities, allowing me to create that referral directly to that service. This enables coordinated entry event tracking, allowing us to identify which CE event we're referring to, which provider is associated with that particular service, and the referral structure allows you to refer above and beyond just coordinated entry, but this is a great example. And depending on your community's needs, you might create a housing reservation or be able to check the client in if the facility is owned by your organization. We can print a voucher, email the provider, and allow us to identify release of information related to that referral as applicable. The follow-up information, acknowledgement, and results of those referrals will be managed by the receiving organization if they are participating in the HMIS system. That referral will show up, as you saw when I first logged in, for that organization on their home workspace, allowing them to see that incoming referral and management in real time directly from that tool. Those facility capabilities are all based on that housing space that we looked at really briefly when I was linking through the navigation, allowing you to view and see facilities, capacity, and do batch check-in in a wide range of tools. This is also an area where utilizing integration capabilities may align with item number four, identifying integration and communication with other systems for landlords, vendors, billing, housing, and inventory. ClientTrack supports batch file integration, both allowing you to do CSV XML imports or exports, as well as API capabilities for direct connections, which can allow you to integrate data, whether it's billable service data, facilities, landlords, allowing you to manage and integrate that data meaningfully within the system for the users that have those permissions. As noted, ClientTrack does include API capabilities, allowing you to pull and insert information, update information, all in alignment with a robust set of API capabilities, allowing you to update any object within the system based on those API connections within the system. We also support the full HMIS compliance and other common standards, allowing integrations of data, as mentioned, that includes batch file for CSV or XML imports and exports in alignment with those common standards, including claims billing if you are engaged or participate in any medical billing components, that can be supported as well. Going back to my report space, we'll identify and talk about our reporting capabilities as we identify the options for a wide range of reporting capabilities. First and foremost, number seven, the ability to create performance dashboards that can be filtered by agency and or projects is a great example on our standard reporting dashboard, which is displaying a Power BI advanced analytics report enabling us to filter and drill in on data. This can enable you to use Power BI to create other performance dashboards. This one happens to be embedded directly within our dashboard, could be also publicly posted on dashboards on websites and other sites as well. You'll notice this particular dashboard allows some filtering at the right. Right now, I'm looking at exit destinations by certain program types. I can filter this down if I want to expand and see all program types. I can then hover over and see specific destinations, like our temporary sites, allowing us to look at those exit destination counts and percentages. And I can filter in by certain destinations or organizations, and those filters are all set up on the Power BI report that's being built, so you could add a specific program. You'll notice destination by program below, allowing us to filter in and see at the individual program level, as well as destinations by month, based on those exit dates, as an example. In-system charts and graphs are also available, and users have a wide range of reporting options directly in the system. We'll start out taking a look, in addition, at our custom reporting option. Data Explorer is an ad hoc reporting tool that allows users to create, save, and share reports with other users in a user-friendly format, so you don't have to be highly technical. I'll select an existing one, my demographic data. I'm including HMIS enrollment, client, and entry assessment data. And each of those domains I can click in, and I just clicked on every field that I want to include in my report, and you can see I can add related information if I wanted to add additional data. Each of those fields I selected is in the What You Want to Know section, and you can see a wide range of demographic and enrollment-related data. I can right-click, sort, summarize data with averages and distinct counts. I can add and-or-or filters at the bottom, and I can click Show Me, allowing me to run a query and see the results. This is going to show me a row because I didn't do an aggregate count for every single enrollment that I've included in my filter criteria. I can page through, I can export this to Excel, and I can visualize it, creating a chart or graph, allowing me to identify and see, in this case, a count of clients by program. That's categorized by veteran status in this example, and I can see 79 of 127 clients in the street outreach program are not veterans. I can view the data, export this image to use outside the system as one example of creating my own formatted or ad hoc queries and reports in the system. In addition, there's a wide range of reports from demographics, goals, duplicate clients, enrollment, case assignment reports, housing level, housing utilization reports, service level reports of a wide variety, in addition to all of the HMIS standard reports and exports, which give you that ability to run any of the HUD or federal partner reports that are required directly in the system. Each of these reports do allow you to set filters and parameters, allowing you to identify date range. I have access to every organization, but your individual organizations will see their own data, and then your administrative and COC-level reporting may see across the board. And you can filter by grant areas, project types, generating validation files, and running those reports. Each of those reports, if it is a CSV file export, will generate the exact file format in the zip file required by HUD, as well as give you that ability to view the report in the system. In this case, I've ran the annual performance report, my APR, and I can see quickly my numbers for each table in an easy-to-view format, with the ability to click into each section, drill down and understand the data within the system, and navigate within the system if there is certain data that might need to be updated. The report gives me direct links to access those records. These reports do allow me to export as well as print. And as mentioned, if I needed to correct any data on Elliot, I can click on his client ID, and behind the scenes, it will take me directly to Elliot's record, allowing me to perform. And I've minimized my reports. I can come back and review additional sections, additional data in that report. Similar formats are used for annual reports, as well, such as the system performance measures, which has the same report launch form. And in this case, you can see our ability to use the same formatting with IRAN, the SPMs for measures 2 through 7, and I can drill down into each section, allowing me to see totals per section and individual organizations underneath them, allowing me to see which records are being calculated and counted within each particular report. As I go back to my report section, I will highlight if I were running the LSA versus the SPMs or the APR that I just showed you, you'll see very similarities. There's a slight difference in filter parameters based on those particular components and which filter criteria applies across the reporting specification. That concludes our presentation. I think we barely made our time. So thank you so much, and I think we're ready for the Q&A time. Thank you. Okay. Thank you very much, Caseworthy, for your presentation. Are there any questions from the Evaluation Committee members or Project Manager? We'll start with the Evaluation Committee. Good morning. Thank you, Ceci and Nico. My name is Luis Nicola Adelaar. I do have a few questions. My first question, you mentioned Miami-Dade County being one of your clients. What specific department or division within Miami-Dade are you serving? Yes, we're serving their homeless management. So they're using client track for their homeless services department, as well as other departments as well. So we're actually operating across multiple departments with them, but specifically related to this, HMIS. Thank you. Yeah. Also, is client track new? I mean, I know because I think in the proposal you had Caseworthy, you know, so it just helped me understand, like, the difference between the two. Yeah, absolutely. So Caseworthy is the company, and then client track is application, a platform underneath Caseworthy company. So it's one of our specific purpose-built solutions for HMIS. And I'll add to that, client track has been HMIS compliant and aligning with HMIS data standards since early 2000s, with that big focus on 2004 and the additional data standards at that point in time, but has been leveraged across the country as an HMIS, built around case management capabilities since before then. So, yeah. Thank you. Thank you. Thank you. Thank you, Cesar. Thank you, Cesar. Yeah. Also, during your presentation, at some point you show how, I think it was when you were presenting, you know, you were showing how the client would enter information, and there was an agency portal or, like, a provider portal. Is that, is that per COC or per actual agency, per provider? Yeah, I'm getting to that provider portal. It does depend on how the provider portal is intended to be used in your community. So your individual users for the organizations providing homeless services within HMIS are going to be direct users in the system with the full capability in the system. The provider portal is commonly used for other agencies who may collaborate in various ways and need some level of access, but not full access to every record that they are serving as a homeless service provider. This can be other community partners that you have referral relationships with who don't track the full HMIS data set, as an example. And that can be enabled in various ways, enabling closed-loop referrals with those outside of your direct user base, as an example, or other use cases. Does that answer your question? It does. It does. It kind of actually leads into my next question, which is, obviously, you know, you have a lot of the ability to customize quite a bit. And so I wonder, you know, what's included within your proposal in terms of customization? I mean, there's kind of like an initial setup. Yeah, kind of like what's included within the proposal for the customization? Yes, absolutely. Great question. So a lot of the initial customization, like setting the foundation for what you guys would need, it does happen during the implementation phase. But the idea as well is during that implementation process, we're also training, you know, admin users to be able to make configurations and adjustments. So you guys don't have to come back to us to make little adjustments to your portals or to your forms. Anything that you guys might need to adjust that, again, an admin has the ability to do that. But to your point, a lot of that initial setup, we're setting that foundation for you guys to be successful. And then, again, training you guys to be able to kind of handle it once we've kind of set the groundwork for everything. Thank you. All right. Last question. It's very simple. When you were showing the APR, you were able to navigate outside of the APR to correct the client data on the spot. How does that update the APR? Does it update it in real time or you have to refresh it, you have to run it again? Great question. You do have to go back and run it again after that data has been corrected for the report to be updated. So it does require you to go back and rerun that report. All right. Thank you. Great question. No more questions on my end. Any other questions? Yes. This is Ricardo Moore. Just a couple quick questions for you. Number one, related to data migration. At a very high level, very briefly, what's your process for migrating data from existing system to your system if you're selected as a part of this process? Yes. Great question. Yeah. As you can imagine, that comes into play quite often when we're working with organizations and agencies. So we do provide data migration as a service. So we do what is an ETL. So it's a step by step process. Again, very, very measured in terms of testing, making sure that we're bringing data over that's needed. But it really is just a very purposeful and step by step process, ETL process in terms of migrating that data, making sure that we're bringing historical data that's needed, current data, and we just do it in stages. Essentially, just again validating, confirming, testing, making sure that we're first and foremost safeguarding the data, but making sure that it's actionable in the new system. So, yeah, in terms of data migration, that's something that our team handles quite often, as you can imagine. Okay. Thank you. And follow up to that question is, are all costs associated with that process included in your response? Yes, great question. So in terms of the data migration, that piece would need to be additionally scoped. So we don't know how much data that you guys would want to bring over, as well as we haven't seen your existing data. So for us, we would just require some technical scoping on that, just because we haven't been privy to that information as of yet. The primary good example in this case is the HMIS-CSV spec is standard across vendors. So we know and can utilize that HMIS-CSV as a core construct for the migration. However, we also know that you're tracking additional data for your community above and beyond that standard. And knowing which data is critical, what needs to be included. And as Nico mentioned, how much data and where that needs to map to in our system is kind of that gap that requires that next step conversation. Okay, so your implementation costs are not inclusive of full data migration. It's limited in scope. Yeah, the data migration piece particularly does require just additional scoping in terms of, you know, where, what types of data you guys want to bring over. If there's, you know, again, yeah, there is need to be a, you know, we don't want to be able to migrate, you know, unlimited data. We have no idea until we get in there so that that piece specifically does require just additional scoping. You're correct. Okay. And my final question was just a point of clarification from a previous question that was asked. What agency specifically within Miami Dade County are you all providing an HMIS solution to? Yes. Great question. I'll share my screen real quickly. Yeah. So you're correct. Miami Dade is one of our clients. We are working with their Department of Homeless Services specifically for HMIS. So they are using client track for their homeless services. They are also using, the county of Miami Dade is also using client track for other departments outside of their homeless services as well. But yeah, that answer your question. So that would be outside of their homeless trust, I assume? Yes. Yeah. So again, we're a leading provider of human services in general across the country. So we do also work with other departments that there also have capabilities within client track to track as well. But yes, you're correct. Okay. In their homeless services. Mm-hmm. And yeah, same for, you know, City of New York. We handle all their homeless services as well. Palm Beach County, all of these listed here are all using client track for their homeless services. But many of them are also using Caseworthy and client track for other departments as well. Okay. Thank you. Mm-hmm. I mean, I just, again, I just want to clarify, and let me ask the question a little bit different. Are you the official provider of Miami Dades County Homeless Containment of Care for their client management information system? Yes. For that homeless management information system? All right. Thank you. Yes. Mm-hmm. Yeah. Yes. And I believe they were one of our references as well that we provided for you all. Are there any other questions from the project manager? Okay. Hearing none, thank you, Caseworthy, for your time this afternoon. Thank you so much. Thank you. Appreciate your time. Thank you. Okay. The third presenter, Caseworthy Inc., has now completed their presentation and answered all questions. I'm going to ask the EC once again, would you like to break for any period of time, or would you like to continue? Continue? Okay. All right. As the team is leaving the meeting with purchasing staff, invite the fourth presenter, Wells Sky, to join the closed portion of the meeting for their presentation. Thank you. Good afternoon, Wells Sky. Good afternoon. Good afternoon. Good afternoon. Okay. Attendees can be viewed in the team's participants panel, and displayed on the screen is a list of county staff. For the record, can you please affirm that there are no other individuals in the meeting other than your team and county staff? Yes, I can affirm that for Wells Sky. Thank you. And can you please tell me which member of your team should be designated as a presenter to share their screen during your presentation? Yes, that would be me. I'm Candace Hacker. Okay. You should be able to have access. Your team will now have five minutes to set up. Purchasing staff, please start the five-minute set-up timer. And Wells Sky, please let me know when you're ready to begin. As long as you can see my screen, then I am ready to begin. We can see your screen. Am I good to go? I'm ready when you are. Sounds good. Thank you so much. We really appreciate the opportunity. Give us just a minute. Just a second. Sorry. Sorry. Purchasing, please start the 30-minute timer for Wells Sky's presentation. Wells Sky, you may begin. Thank you. Sorry for jumping the gun there. You can see we're really excited, and we really appreciate the opportunity to talk to you about our proposal here today. So, I'm happy to walk you through our presentation. I'm Candace Hacker. I'm a senior solution architect with Wells Sky. And rather than doing full introductions, we are going to have you meet our team virtually. Today, we'll meet the team, do an overview of Wells Sky as a company, talk specifically about our HMIS opportunities, look at more than an HMIS for Wells Sky Community Services, review our continued partnership, and then take questions at the end. So, listed here on the screen is an image that hopefully looks familiar to all of you. But this is our human and social services business unit that works directly on the community services solution. That's in the image to the right. The list to the left are the folks that have been participating today in the discussion earlier this morning and in the demonstration and part of the Q&A here as well. And with that, I'm going to launch straight in. So, in partnering with Wells Sky, you really have a unique opportunity. Oops, two new screens. There we go. We really have a unique opportunity to work with an organization that is much more than just an HMIS, but really has a place in the entire acute, post-acute, and community care continuum. Wells Sky works across different types of healthcare and community services organizations to really bring solutions to the market that empower providers and payers to achieve better outcomes and lower costs. We have, at Wells Sky, a comprehensive suite of solutions that are tailored to healthcare and human services. The particular solution that we're talking about today, Wells Sky Community Services, is more than just an HMIS. It's a community-based organization that has its foundation in really coordinating care across the continuum for a particular client, for organizations, and for communities as a whole. Wells Sky, however, was established in 1970, and we have over 3,000 teammates across the globe. So, with 50 years of experience, you can see that we have a wide array of human and social services settings that we access, and we're uniquely positioned at the intersection of health and social care services. So, in addition to providing the HMIS services that you're used to, we have experience in connecting with healthcare providers and other entities that would help provide what you might need in terms of integrations for your HMIS data to do more with your data than just do the federal reporting. And so, we're going to talk specifically about HMIS, our HMIS solution community services, but we're going to talk about it as a tool that helps you with whole person care. So, the folks that are being served by communities are more than just a number in a system or a piece of information that you're passing along to HUD or another federal partner. We're really looking at the entire set of care that we're providing for clients. What services do we provide? How are those outcomes turning out based on the information that we're able to collect? So, we're much more than just a compliance tool. We have at Wells Sky the most widely used suite of human services case management solutions in the U.S., and we have listed here some of the statistics. I won't drain the slide and read all of them, but I think some of the spaces that I really want to highlight are those that are bolded and posted in color there. We currently serve nearly 50% of the Continuums of Care across the United States. That's 180 plus Continuums of Care who have made Wells Sky Community Services not only their compliance tool, but their tool for working with clients across the continuum and understanding the needs of the folks that are being served and reporting out on those services that are provided. We have 20 211 contact centers across the country, and we also serve the four territories of the Salvation Army. And I highlight that because it just provides further evidence of how Wells Sky Community Services can be used as much more than just an HMIS, but that it can be used by community-based organizations to attract services that are provided maybe for folks that are in periods of times of need who have lower incomes or who are experiencing the risk of homelessness and maybe not even all the way into a homeless situation. Those folks can be served by the communities or by the organizations in your community and that work can be entered into community services and integrated, you know, through the data entry process into a single database platform to do all of your reporting and data collection. Now we get to my favorite part. So I didn't mention before, but I work very closely in our compliance area and have been doing HMIS compliance work for over over a decade going on a decade and a half at this point in time. And so this is where I really kind of shine when it comes to talking about community services. So Wells Sky Community Services, you may not know, was the first commercially available HMIS entering the market in 2002. However, we didn't enter the market just to become an HMIS. We actually started as a way to coordinate care and we'll talk about that as we move forward. But we have been providing HMIS services from Wells Sky for nearly 25 years. We have extensive knowledge of the COC program, including things like data governance, COC governance, HMIS participation, coordinated entry, and then all of the things that go along with data collection and reporting to HUD and federal partners. Beyond that, we work closely with various state partners and local stakeholders to understand the data collection and reporting needs. As I mentioned, nearly 50% of the Continuums of Care across the country, which is three times more than any other HMIS vendor in this space. We've been working with the Broward County Homelessness Initiative Partnership since 2013, and we look forward to a continued relationship to provide not only that HMIS, stable and trusted HMIS that you're used to now, but to continuing to enhance the solution in ways that really meet the critical needs of you as a community, but more importantly, for the needs of the folks that are experiencing homelessness or who are at risk of homelessness in your community. The Wells Sky Community Services teammates have partnered with HUD through the HMIS and Comparable Database Providers Group since its inception in 2012. So this really touches on that evaluation committee. So this really touches on that evaluation committee question number six about the ability to generate HUD reports, and here we find that our solution architecture, solution management, engineering, professional services teammates, and even our support team have worked very closely with the HUD vendor group since its inception in 2012. So I can proudly say that me personally, I have not missed either a live or recorded meeting of that group from the very beginning. Well Sky has been active. We really advocate for the needs of our communities, both in that group and then also to the communities directly and understanding what your data needs are, how we can best present that to HUD and to the data lab and to the federal partners, partners so that they can understand that well sky is the voice of the COCs that use our solution to make sure that we're trying to at least communicate things that work and don't work when it comes to data standards. Our teammates have actively participated in the data exchange and interoperability work group that's currently putting together an HMIS API specification, and the WallSky team has not only been active in that group, but really has been leaps and bounds other vendors in the participation in that group to demonstrate how we've already had an API in process, and how we can really contribute to making sure that best practices are applied when we're talking about an HMIS specification for the future. Our teammates have worked on the HMIS glossary. So with almost 25 years of reporting experience, we have found that we understand where log jams may come up when HUD writes specifications for things that maybe don't align with how data is actually collected or how clients are really being served in the system. And so through our work in the HMIS glossary, we're really able to shine when it comes to helping HUD and the data lab understand that some of the definitions may need to be updated or accuracy applied. One of the spaces where we really worked this year with HUD and the data lab on this is around the data collection for annual assessments and making sure that the definitions are easy to understand, not only for users, but for engineers to code directly into the various HUD and federal partner reports. We've worked in the street outreach and coordinated entry work groups, and we participate in the quarterly comparable database work group as well. And so as part of the HMIS and comparable database vendors group, well sky community services can function in both of those spaces. And so we're happy to talk to you about that as well. And so we're happy to talk to you about that as well if you have questions. In terms of our federal reporting, we've recently upgraded to, and I know that the Broward site has been recently upgraded to the fiscal year 2026 data standards. And here we see the COC APR, the coordinated entry APR, and I won't run down the entire list. In the right, you can see what the client level detail looks for a given cell, and at the bottom you can see part of the COC APR, which actually matches the ESG caper. While sky maintains the reports up to the most recent HUD specifications, we actively test in the repositories made available to us by HUD and the federal partners. We just recently completed our runaway and homeless youth testing. That submission period will open in the very near future, and we passed with sailing colors. So we're excited to see that for this year. In order to answer evaluation committee tab one question about tab management, we can see here a couple of screen captures that talk about the configurable workflows that are available in community services. So on the right kind of upper lifted screen image is just part of our administrative module where system administrators and agency administrators can set the tabs that they wish to be used to be visible for each user or excuse me for each provider for the users that are sitting at that provider. So if you happen to have a project that only serves single individuals and you don't serve households, then you would have the opportunity to turn off the households tab so that the users that are sitting at that particular the users that are sitting at that particular provider would not see the households tab. And at the left, you can see what that would look like for the end user. So here we've organized the panels that are at the bottom to mimic the panels or the tabs that go across the top so that the user would navigate first to the summary tab to see what's happening with the client, then to the client profile, maybe to upload a screen capture or any documents that need to be uploaded. And then can seamlessly navigate straight through households release of information, creating the project entry, assigning a case manager and looking at the case plans. And so that demonstrates some of the configuration ability for each of the providers that are located that are part of community services. And as I said, so while Sky Community Services is more than just an HMIS, we also offer additional tools. And I want to walk through some of these that we believe that you would find informational. So the first is to talk about our coordinated entry processes, which goes to evaluation committee question five about coordinated entry. So in while Sky Community Services, when HUD came out with the rules and regulations that said you needed to be able to conduct coordinated entry and that you might want to consider putting it into HMIS. Well Sky did not specifically build a module for coordinated entry. And we did this because Well Sky Community Services as a whole was created out of a need to coordinate care. And so there wasn't a need to go in and build a specific module. In fact, what we wanted to do was to continue to enhance the solution in ways to emphasize that coordinated entry is configurable. So the needs of Broward County are probably not identical to the needs of a community that maybe is located in rural Michigan. And so what we wanted to be able to do was to make sure that each community could configure Well Sky Community Services for the type of access point. So do you have a single point of entry? Do you have a no wrong door approach? Do you have a hybrid approach? Are users entering data about clients? Are clients accessing the system in different ways? And so we wanted to make sure that you could you could use community services for any of those access points. We allow our system administrators to create the custom assessments that really define what the client's needs are and to answer questions about program eligibility, but to also be able to incorporate that local community aspect of coordinated entry. What are the prioritization needs in your community? Are you focusing this year on veterans? Are you focusing on households with children? Are you focusing on folks that are experiencing unsheltered homelessness? The ability to assign those custom assessments really help to get to that point where you can tease out all of the needs of those clients and make sure that you're able to prioritize those clients in the way that's most meaningful for them. You can create specialized prioritization tools using report writer, using SAP's business objects, or even by using Well Sky's referrals report, which allows you to set priority levels for the clients that are being served in the community where those referrals are being made. And within community services, you can create and manage referrals using a closed loop referral system. And all of these tools help you to serve clients efficiently and effectively. One of the things that are being made to add before I move on is that during the first quarter of 2026, so just next year, a few months away, we'll see the ability to create both skip logic and to create some prioritization tools that allow for creating your own scoring within those prioritization tools. So I hope you'll look for more information about that as we move forward. One of the recommended tools for our coordinated entry processes is our eligibility module, and this is one of the recommendations that Well Sky made in our Broward proposal to talk about how you can use our eligibility module to make informed referrals, and I think that's the key term there is the informed referrals. So certainly in any software platform, you could create some kind of referral to take to send one client from one agency to another to meet their needs, but within community services, you can create eligibility criteria for every service at every project, so that if you have five different providers who are providing rent payment assistance, and each of those providers have different criteria for being eligible for those rent payment assistance. So if you have funds, you could actually create funds, you could actually create a process that allows you to screen that client during their intake so that you can determine whether that client is eligible for a particular program, potentially eligible or ineligible. So by answering the questions in their customized assessment, you would automatically, while you're making a referral, see those three categories of eligibility search. If the client were potentially eligible, if the client were potentially eligible, you would be able to do a real time answering of a couple of additional questions to then determine, are we now eligible or ineligible. And if a client were deemed ineligible, you would be able to click on the magnifying glass to take a look at why the client's not eligible. Is it a program that's only open to single adults and they're a household of two, or is it a program that is only serving veterans and so that allows you to look at that. So the eligibility, eligibility module allows you to really make those informed referrals in a way that helps to make sure that you're not waiting on information back from a provider that just can't happen to serve that client. And instead, you're going to make referrals to providers that meet that client's needs and that can kind of pre screen them for eligibility for those programs. I also want to talk to you about our fund manager module, which really allows you to manage the use of funds. And this question did come up during the technical review committee presentation to help look at real time visibility into fund balances. So what happens with the fund manager module is that ahead of time, you would set up the fund, determine how much is in it, which providers would be able to draw from it. You would create a review agent. And as a client comes in with a need, they can express that need to their case manager. The case manager can make a request for those funds and send that in for the review agent to take a look and ultimately end up, if the fund is approved, making the payment directly or indirectly to Nancy's landlord. In this case, we're using Nancy as an example. But what the fund manager module does is give you a full accounting of how your funds are expended, lets you know which clients have been assisted and the outcome of the services and the outputs of the services that that client has received. And these are just some screen captures of what some of the reporting looks like. In the center of the lower screen capture, you can see that the submission button is the next one that is highlighted. And so you're able to kind of watch your progress over time from when the fund is submitted to when it's pending approval and then whether or not a check request is made. And then finally, the fund request has been completed. I'd like to talk to you about our data sharing processes within community services. Well, sky community services has a person centered data sharing model. So that means that we allow you to share data from the specific element to the client to an entire set of assessment questions. You can share data at the option of the client about some of the static elements like case notes and things of that nature or things that are more fluid like assessment question answers. And you can also elect to completely lock down a record at the client's request. This configurable model is one of the more advanced models that's available in the various HMIS platforms that are out there. And so it gives you the opportunity to really share data at the preference of not only the provider. So the provider says we want to be able to share as much data as we can, but at the case of the client, if the client says I'm really not comfortable with providers at any other agency other than the one that is serving me right now being able to see my data, you can actually make those decisions on the fly in the data entry process. We have a release of information module. So our release of information tab, excuse me, allows you to set up your release of information in one of two ways. Some communities prefer to use that to simply keep track of whether or not a release of information has been captured. But alternatively, you could set the data sharing rules in the system itself to really be operated specifically based on the dates and access that's provided using that release of information specifically. And so we're able to answer questions about that as we go forward. I'd like to talk to you about our API. I mentioned that earlier when we were talking about the HMIS API specification. But well sky has had an API in place for a number of years, and over time we're continually adding additional endpoints and enhancing the opportunities that are available. But what the API can do, and this goes to evaluation committee question for about communications with other systems, but it allows you to you being Broward County to share share data with other technology platforms that are in use in Broward County. And with other CoC organizations so occasionally individual organizations within the CoC itself are looking for ways to minimize double data entry and connect with the systems that they're using. It allows you to enable your partners to supplement your data with new information and provide your external systems with access to real time data. We've also added the ability to upload documents to different places in the system, including ROI, enrollments and goals. And so it really gives you the opportunity to provide your partners with the ability to read, create and update information for people and organizations within the continuum of care. And so we're bringing issues today. I do want to speak briefly about our community services client portal, you may have heard of it as our community services mobile app, we've recently rebranded it to the client portal. And our API in action really allows that the client portal to operate and so what it does is it allows. It allows the clients themselves to have access to some of the key information about their own client records, they can look for resources, they can check for real time shelter or housing availability and they can message directly with their case managers about upcoming appointments or needs or questions. So it really enhances the clients. So it really enhances the client's ability to be more actively involved and not just a participant in their care but to actively be involved with the with the searching for active for resources but also the ability to directly connect with their case manager and do more than just kind of wait for something to happen as part of the process of being served. And our final piece that I'm going to talk about here is our third party reporting tool, specifically our SAP business objects so we have industry leading reporting through our SAP business objects tool, and here, it gives the community the ability to really do various kinds of reporting so you can create graphs and charts and heat maps and the visual aspects of reporting. And you can also do the kinds of reporting that is important for things like by name lists and tracking inflow and outflow so what we have here is an example of an inflow and outflows doubt dashboard that can be used as part of the coordinated entry process. And this goes to evaluation committee question two and previously I apologize I forgot to mention that the mobile app really gets at that client interface for updating information. So with our SAP business, so with our SAP business objects tool, you can do things like, skip ahead a slide here, you can do things like create reports that allow for visualization and filtering and so here we have an example of a shelter dashboard. Where I can see some KPIs like the total bed nights, the total bed nights, the average length of stay, the number of new clients, I can create information about individual shelters. I could have filtered I could have filtered this down to a single shelter or multiple shelters to really give me that opportunity to provide the kinds of dashboards. And this getting an evaluation committee question number seven, getting you those performance dashboards that can be filtered all the way down to a single client or as far expanded as looking at all the shelters in the system or maybe looking at the system as a whole when it comes to those dashboards. So just to kind of end on a note, well sky has been working with Broward with Broward county for for over 12 years, and in this partnership, if we really emphasize our ability to be a stable platform that has proven domain experience. And a platform that's enhancing and improving the operations and functionality as time goes on. So recent additions in the past couple of years have been access to the API, the ability of having the client portal, and some of the upcoming changes that will be coming in our direction are things like creating skip logic and creating those prioritization tools that allow you to. To really add in scoring that would then allow you to create those reports to help prioritize your clients as part of your coordinated entry system. The wall sky team wants to point out that systems transitions can involve significant costs and risks, including data migration challenges, and that could mean potential disruptions to service delivery. And so the wall sky team would really like to continue our partnership with Broward county and focus in on some of the recommendations that we've made to really continue to enhance that partnership. We've suggested that an operational assessment would be a good step and so over time workflows and data sharing and ROI settings become out of date. And so this operational assessment would allow our well sky team to work directly with the Broward county team to understand your current business needs and make plans for the future. We recommend the client API deployment, the eligibility module, some custom design integration, and some discussions around fund manager and our team is looking forward to the opportunity to talk to you about these recommendations to help us continue this partnership with Broward county. And that should take us right to come. I think that should take us right to time or very close to it. Okay. Thank you very much for your presentation this afternoon, Wells Sky. I will now like to turn it over to the evaluation committee for any questions they may have. And please state your name before asking the question. Good afternoon. Thank you. My name is Luis Nicola Aguilar. I do have a few questions. I just want to clarify. So you mentioned the quarterly entry configuration, the eligibility module, the fund manager. All these are currently not available, but will be available. So I'm trying to understand if it's something that it's currently available or will be available in the future. Yes. I'm happy to answer that question. So our fund manager module, our eligibility module and the client portal and the client API are all available now. So each of those tools are available. I do believe that we provided pricing in the optional section of our response to help you understand what those costs might look like. But we're happy to talk to you about those further as well. And I guess a follow up. So it's Broward County currently using that functionality? Not currently, no. And last, you know, I understand that that's currently not part of the proposal. So it's an additional cost to what's in the proposal right now? Yes. I believe that we added it in the optional pricing, but I can certainly check that as we move forward with our Q&A portion. Thank you. This is Chris Williams. Going back to the security questionnaire from ETS security and then some notes I saw. It doesn't currently have single sign on integration, but I remember seeing something. You're currently working on Okta integration. Yes, that's correct. Our team is working on Okta integration. And Gabe, I saw you unmute, so I'm going to let you take the rest of it. Yep. Sure. This is my name is Gabe Cade. I head up our product management that we call solutions management team. And yes, our team is going to be working on Okta integration this quarter. And once that is available, then single sign on with other systems will be available as well as multi-factor authentication. Okay. And is that integration going to be included at no cost? We have not decided on the actual setup cost, but there will probably be a nominal setup cost, but no annual cost. Okay. Any additional questions from the evaluation committee? Any questions from the project manager? Okay. I believe that concludes our presentation portion of the meeting. Thank you very much, WellSky, for your time this afternoon. The fourth presenter, WellSky, has now completed their presentation and answered all questions. Like I said, this concludes all vendor presentations. We will now pause for a second to invite all vendors back into the meeting. Would purchasing staff invite all vendors and members of the public back to the public portion of this meeting? Good afternoon once again. Thank you everyone for returning to the public portion of the meeting. The next order of business is scoring of the vendors. The purchasing division will now provide comments on the scoring sheets. The score sheets that have been distributed to the evaluation committee members include points for volume of previous work and location, which is applied based on specific criteria stated in the solicitation. The score sheets do not include the points for price, which is formula based and will be calculated by purchasing and added to each committee member scoring sheet by purchasing to arrive at the total score for each vendor. Thank you. Thank you. When all evaluation committee members have completed and submitted their score sheets, I will recess the meeting to provide the purchasing division time to tabulate the results. Committee members, are there any questions regarding the scoring sheets? So just very quickly, we're only evaluating approach, ability to meet the requirements. Are those the only two areas that we're evaluating? Sorry. It will be ability of professional personnel, project approach, vendor's ability to meet requirements outlined in the scope, past performance, functionality checklist, and demonstration. And the demonstration is going to be based on the report? The report that was provided to you. Yes. Thank you. Are there any other questions? Okay. So committee members, you may begin scoring. Did you have a question? I see it on your face. I thought we were going to have a time for the committee to convene and discuss. Would you like to have a discussion? You can. Is that public or private? It will have to be public. Public. I see. Yeah, I guess. And can I ask a qualitative question? I mean, I can ask the other committee members, you know, like, what's their, you know, like, how they feel about certain things? No, not necessarily. Okay. So it's an individual score based on your observations. Okay. Yes. Then I don't have any conversation. Okay. All right. Thank you so much. So committee members may begin scoring. Purchasing will notify me when they have received all the score sheets and are ready to tabulate. Once all score sheets have been submitted and received, we will. Oh, sorry. I'm jumping ahead of myself. So I'll give you time to score and then we'll come back. In order to submit to you, we just have to enable the scoring sheet. Is that all we have to do? Enable it. Just fill it out, save it, and send it over. You do not have to enable it. I don't think so. Okay. Do you want to go over here? Well, it actually says, you know, that the automatic update of the links have been disabled. So unless I enable it, it's probably not going to. Can purchasing please go over there and assist, please? Go over and assist. There seems to be a problem with the links on my scoring sheet. I can save it and send it to you. All right. Good afternoon, everyone. All score sheets have been submitted and received. We will now take a recess to allow purchasing division time to tabulate the results. The time is now 2.04 p.m. Thank you. All right. Good afternoon. Once again, everyone. The purchasing division completed the tabulation of the scores. I would like to reconvene the meeting. The time is now 2.12 p.m. Before the results are announced, I would like to thank all the vendors for your participation in this solicitation process. We appreciate your time and interest in working with Broward County. Thank you once again. The purchasing division, please announce the scores and ranking of the vendors. Thank you, Madam Chair. The total scores and ranking order is as follows for each vendor starting with the highest first. WellSky Corporation, 256, International Software, Bitfocus Inc., 251.89, International Software Solutions, 233.26, Caseworthy Inc., 225.40. The number one ranked vendor is WellSky Corporation. Second ranked vendor, Bitfocus Inc., 3rd ranked vendor, International Software Systems Inc., and 4th ranked vendor, Caseworthy Inc. Thank you, Madam Chair. Thank you. The next order of business is the acceptance of the scoring and ranking. May I have a motion to accept the evaluation committee's results and have the purchasing division submit the proposed recommendation of ranking for approval. May I have a second? I will make a motion to approve the rankings. Are you unmuted? No. You're unmuted. Sorry. Were you muted? We didn't hear that clearly. I'm sorry. So I, Luis Nicola Aguilar, make a motion to approve the rankings. Okay. If you can just read the full motion. I don't know if you have it in front of you. Sorry. This is Chris Williams. I'd like to make a motion to accept the evaluation committee's results and have the purchasing division submit the proposed recommendation of ranking for approval. Thank you very much. May I have a second? It's Ricardo Moore. I second. All in favor say aye. Aye. Motion passes unanimously. The evaluation committee recommendation will be posted for three business days as a proposed recommendation of ranking. Following this three-day period, no objections to proposed ranking have been received in writing by the director of purchasing. A final recommendation of ranking will be posted for five business days. If no vendor timely objects or protests, the ranking shall be final, provided that no county commissioner objects within five business days after receiving notice from the purchasing division of the final ranking. Once a ranking is deemed final, the county shall commence contract negotiations with the top-ranked vendor. However, award of the resulting contract requires formal board approval unless the contract amount is within delegated authority of the director of purchasing. Information and documents reviewed by the evaluation committee members as part of the evaluation process are posted for the general review on the purchasing division website located at the RLI RFP supporting documents repository. The recommendation of ranking is posted on the purchasing division's website under the heading solicitation recommendations, recommendation of ranking. We estimate the final agreement will come to the board or county administrator for approval and execution within 90 days from the final approval of the ranking. Committee members, is there any other business that needs to be discussed today? Okay. Hearing none, I would like to thank the committee members for your time today, project staff, county attorneys, and all of those county staff that's on the team's meeting, as well as all the vendors that presented today. Thank you very much. I would again like to thank all vendors that responded to the solicitation for their time and interest in working with Broward County. Thank you, everyone. The time is now 2 17 p.m. The final evaluation committee meeting is adjourned. Thank you.