Scaling to new heights Proprietary & Confidential (STR.Grants, L.L.C.) 1 STR.Grants and Our Software...

Scaling to new heights

Proprietary & Confidential (STR.Grants, L.L.C.) 1

STR.Grants and Our Software Solutions

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Our Software Will Help You MeetYour Grants Management Challenges



About STR Small business founded in 1985 Offices in Fairfax, Virginia and Baton Rouge, Louisiana Areas of expertise and experience

Software solution delivery COTS product capabilities Full lifecycle custom software development

Consulting and Services Product implementation and support End-user and technical training Program and project management Management consulting

Grants management expertise 12 years of enterprise-wide grants management system experience Thorough understanding of Federal and State grants management



Federal Grants Experience Inter-American Foundation (IAF)

Web Application For Grants to Latin America and Caribbean Countries U.S. Department of Housing and Urban Development (HUD)

Grants database design (DGMS) Corporation for National and Community Service (CNCS)

Developed custom grants management system Went live in June 2002, over 90% paperless within first year Interface with CGI’s Momentum financial system

U.S. Department of the Interior (DOI) Five years of COTS software experience (2005-2010) (FBMS) Interface built for Grants.gov

Recovery.gov (OMB) Invited to provide input to Recovery.gov committee. STR.Grants was

only grants vendor invited



State Grants Experience Mississippi

$3 billion in grants to homeowners as result of Hurricane Katrina Deployed eGrantsPlus three weeks after receiving final requirements Accepted 13,000 applications within first month

Louisiana Largest single housing recovery program in U.S. history Accepted over 200,000 applications and managed over $7 billion in grants Tracked over 10,000 properties and actions on those properties after sale to State

New York Selected eGrantsPlus for state-wide implementation Largest COTS grants selection in Federal and State government Over 60 Departments and 500 programs NY Receives approximately 10% of all Federal grants Installed November 2009/Fit-Gap and Pilot Testing

Maryland Administrative Office of the Courts (AOC) Selected eGrantsPlus for agency-wide implementation



Why Now?



Federal Grant Recipient Concerns Because budgets and jobs have been cut,

There is “no” time to modify current systems Traditional workaround of using more people to manually gather data

from legacy systems not possible Accuracy of resulting data is being questioned

No systems in place to capture data to meet the new ARRA reporting requirements, like jobs created, and the FFATA reporting requirements

No way to consolidate the data currently in multiple independent systems to allow data to be captured in one location

Administrative delays and infrastructure limitations make internal deployment of any new system difficult

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Recent Reported Audit Findings

Supporting documentation inadequate Internal controls lacking separate, specific, and well-documented

policies and procedures for acquisition, rehabilitation, and resale/rental activities

Capacity to administer its allocation of Program funds questionable Staffing (recipient and sub-recipient) inadequate Selection process for approving applicants inadequate

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Recommendations From Audits Make changes and/or immediately return Program funds Create and maintain policies and procedures to guide decisions to

be made (Grantees need to) perform additional monitoring to ensure that the

sub-recipient properly administers the funding in accordance with Federal requirements

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Our Software Solutions

Introduction



Our Turn-key Solutions Are Easy to use Quick ROI Web-based user interface Highly scalable Highly configurable …

Grant Programs Application Processing Workflow

End-to-end solution Role-based security Capable of standalone operation or interfacing with other systems Available as subscription service or by license for internal installation



Grants ManagementAllows for standardization of business processes across diverse competitive and formula grant programs while accommodating the unique requirements of each grant program, including application and budget design, processing workflow, and post-award reporting and monitoring. Provides the information needed to meet Federal transparency reporting requirements.

Post-Disaster Financial AssistanceUsed to process over 250,000 applications following Katrina and Rita, this software allows quick response to the financial needs of homeowners and businesses following any disaster. The software accepts applications, tracks the progress of applications including aging metrics, calculates the assistance amount to be provided consistent with policies taking into account the amounts received from other sources, and interacts with closing agencies as funds are disbursed.

Property TrackingProvides ability to track properties and the actions taken for those properties from acquisition to disposition. Developed for use where an organization needs to track the ownership of properties as well as actions being taken on those properties like title search, appraisal, infrastructure work, construction, environmental review, and maintenance and security services.

STR.Grants Software(Click here for list of software features)(Click here for demo of software features)

(Click here for list of software features)(Click here for demo of software features)

(Click here for list of software features)(Click here for demo of software features)

After you have looked at the products that interest you, click

a button below to proceed

Next SlidePrevious Slide

http://www.strllc.com/cms/wp-content/uploads/2009/02/eGrantsPlusFeatures_2010_STRG.pdf

http://www.strllc.com/cms/wp-content/uploads/2009/02/ePropertyPlusFeatures_STRG.pdf

http://www.strllc.com/cms/wp-content/uploads/2009/2/eDisasterReliefFeatures_STRG1.pdf



Our Goals For This Presentation Were To Outline The Significant Challenges Of Grants Management

Grantee Concerns/ ”Pain Points” Recent Audits Findings And Recommendations

Show How STR’s Software Responds To These Challenges End-to-end Visibility And Management Control Single Repository For Reporting Of Financial And Property Data Easy-to-use System For Day-to-day Operation A Cost Effective, Turn-key Hosted Solution



STR.Grants Makes Sense

STR Has The Experience Software Development Grants Management Disaster Relief Property Tracking

STR Has The Solution Modular Financial Assistance & Property Tracking Software

eGrantsPlus Financial Assistance Software eDisasterRelief Post-Disaster Relief Efforts ePropertyPlus Property Tracking Software

This Is What We Do!



Contact Us

STR.Grants (Fairfax VA) Dean Moore, Business Development Manager

[email protected] 703-460-9011

Bob Kuhnle, CTO and Solution [email protected] 703-460-9009

mailto:[email protected]





Our Software Solutions

eGrantsPlus - Grants Management Software



eGrantsPlusOur Best-of-Breed Grants Management Software



Grants Management System “Customers” Senior Management – General Oversight Grants Office – Administrative/Process Control Program Office – Project Management Applicants/Grant Recipients

eGrantsPlus can be used by all of these groups

eGrantsPlus provides the data and the functionality that these groups need

Auditors IT Technical Staff (Technical Requirements) Reporting Team(s) – Need to extract data for ad-hoc reporting



With eGrantsPlus, You Can …

Create and Post Solicitations Accept and Process Applications Document Selection Processes Make Selections/Awards Manage Recipients After Award

Progress Reports Financial Status Reports Site Visits Claims Processing

You Can Accept and Process Applications For Financial

Assistance, Documenting All Processing Actions Taken

and Decisions Made

You Can Manage Post AwardActivities And Interactions

With Grant Recipients

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Create and Submit ApplicationApplication is organized to make completion easy.

Click “Verify Application” at any time to see items remaining to be entered.

Click “Submit Application” and the application has been submitted and received.

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When all required data has been entered, clicking “Verify Application” will show that all data has been entered.



Review and Evaluate ApplicationOnce the applicant has submitted the application, staff can take one of the configurable workflow actions, including scheduling the application for review.

Staff and Peer Reviews are completed and documented on the Review screen.

The “Show Questions” links display the questions that guide the scoring.

Users enter the category scores and click “Update Category Scores.”

Scores are totaled and ranked automatically.



Traceability Of Actions From Submission to Award

The flow of applications from submission to award is traceable using this standard report .



Progress Reports & Financial Status Reports

After funding is approved, configurable progress and financial status reports are created for submission on scheduled dates.

Recipients can start to complete the report at any time. The report allows performance metrics and narratives to be included. The displayed report will collect data about “Jobs Created.”

Configurable letter or email messages can be triggered automatically to remind the recipient of an upcoming or past due report .

A complete history of correspondence sent to the recipient is viewable at any time.



Site VisitseGrantsPlus provides a very convenient way to schedule and document site visits and generate the correspondence to the recipient about the visit.

Generation of the notification letter is a single mouse click.

Once the site visit has been conducted, the observations and the items needing follow-up can be easily documented.

After documenting the visit, a follow-up letter can be generated and sent.



The attachment list can be viewed by clicking the attachment link. From attachments list, items can be viewed or deleted. The attachment section can be closed by clicking the attachment link.

Claims Creation and Processing

Recipients create claims for reimbursements or for advances.

Shown is a claim for reimbursement for $5000.00 against application 10CV002779.

For each line item, the user can provide one or more attachments to support the claim.

Once a claim has been approved, the authorization can be viewed.

The processing history of each claim can also be viewed.

The processing history of each claim can also be viewed along with the current view of the claims against the approved budget.



FFATA Reporting

Each application that is processed in eGrantsPlus automatically has an associated FFATA report record created.

Clicking on the “Details” link displays the elements of that record in table form.

Clicking on the “Export” exports the data in fixed length row format.



Management Oversight ReportsManagers can check at any time to determine how much of the funds received have been approved, committed or obligated.

In this case, there has been only one application for $20,000 for this opportunity.

Administrators can also see a report to show the progress and financial status reports coming due or past due.

Shown here is the report for Progress Reports coming due.

Clicking on the link in the total column will display a list of the reports either past due or coming due.



Benefits from eGrantsPlus®

Improved customer service Applicants/Grantees 24/7 online status checks Extensive online help Immediate validation of their input

Can be operated standalone or integrated with financial system Financial system and grants system data never out of sync

Managerial control with complete, accurate, and real time information on all granting activities Prepare for transparency initiatives (FAADS/FFATA/ARRA) Grants.gov interface (find and apply)

Reduction in work load through automated validation Reduction in application review costs

Click a button to proceed

Product List Previous Slide



ePropertyPlusOur Land Bank Management

and Property Tracking Software



Create And Maintain Property Records (Land Bank) Assign Property “Owner” Identify, Order, Track, and Monitor Required Actions, e.g.,

Appraisal Environmental Review Title Search

Document Vendor Actions Review And Approve All Input Track Costs By Property, Action, Or Vendor Record Closing And Buyer Information

With ePropertyPlus, You Can

Allows You To Maintain A Land Bank And Track Activities And Costs Associated With Each Property

Demolition Construction Closing(s)

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Property SearchProperty Search screen allows search by several property characteristics.

The user enters the search criteria, in this case Property ID, and clicks the “Search” button.

The search results are returned. The user can click on the Property ID link to view the Property Details.



Property DetailsThe Property Detail Report is the central screen of the ePropertyPlus tool. Everything about a property is displayed on this screen or the user can use links on the page to view the data.

Shown here is the top section of the screen. The next slide will display the bottom section of the screen.

A significant feature of the ePropertyPlus tool is the ability to make all the attached documents related to a property available from a single screen.

Shown here are six of the sub-folders for document attachments. Attachments can be viewed by clicking the “View” link.

Using the “Add Attachment”, “Delete”, and “Move” links, a user can upload attachments, delete attachments and move attachments to a different “folder.”



Property (Case) Notes

In the top banner of each property-centric screen are links to the Property Notes for the selected property.

A user can view existing notes or add a new note by clicking the corresponding link. Here the user is clicking the “View” link.

The Property Notes have a filter to allow the user to search for specific notes of interest



Actions SummaryThe Actions Summary is displayed at the bottom of the Property Details screen on the previous slide.

This section shows the Actions that are to be taken, the current state of each action, the date of that action, and the assigned vendor.

Where action has been taken, a “View” link is available for the user to view the current data for that action.

Here the user is clicking on the “View” link for the Appraisal action.

This is a typical “Action Details” screen, reached when the “View” link is clicked on the Property Details Report screen. The screen displays the data for the action that was taken, including any entry that was made in the Property Notes and any attachments loaded by the Vendor when the action was completed.



The user enters the property ID and clicks the “Search” button.

The expenditure data for the property is displayed as a single row as the search results.

The user can click on any expenditure total to drill down to the details about this total.

Expenditure DataThe user can search for expenditure data associated with a property.

In this case, the first level of drill-down shows the expenditure totals by month.

The user can further drill-down to see the specific details by clicking on the amount link for the month of interest.

In this case, there is a second level of detail available to show the individual line-items that contributed to the total on the previous screen.

In this case, the user has clicked on the February total to see the details.

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Standard ReportsePropertyPlus comes with a full set of exportable standard reports. The user uses the Report Type dropdown to select the report of interest.

In this case, the user has selected the Buyer Race and Ethnicity report.

With the report type selected, the user clicks the “Export” button to export and view the data.



Property Disposition and LMI Dashboard

Distribution of Propertiesby National Objective Category

Distribution of Propertiesby Method of Disposition



Benefits from Benefits from ePropertyPlus

Improved customer service Vendors have 24/7 online access and status checks Extensive online help Immediate validation of their input

Can be operated standalone or integrated with other systems Managerial control with complete, accurate, and real time information

on all property related activities Reduction in work load through automated validation Reduction in costs to retrieve and review property related data





eDisasterReliefAllows Submission and Processing of Applications

for Assistance After a Disaster



Accept And Process Applications Associate Unlimited Attachments With Each Application Document Eligibility Criteria Interface With Other Benefits Sources

Insurance Companies FEMA SBA

Document And Make Selections/Awards Manage Recipients After Award

Process Adjustments Recapture Funds Incorrectly Paid Review And Close Records

With eDisasterRelief, You Can

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Home Page & Aging Reports

Staff home page shows the current distribution of applications by status.

For each status, there is a link to show a report of the aging of applications in that status.

For each day range, the link provides a list of reasons why applications are “stuck” in a status and cannot be processed.



Applicant Data ReportThe menu system has been designed to allow users to quickly find and access the necessary data. A user can click on a menu heading and then on any item on that menu to display the requested screen.

The resulting search screen allows a user to search for a specific application (shown here) or applications in a particular status or from a particular geographic area (county) or processed from a specific service center.

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From this screen, the user can view all data about the application by clicking on the application ID link.

The user can see the option entry report by clicking the View option.

The user can view the Case Log by clicking on the case log view link.



Applicant Report Applicant Information Co-Applicant Information Relative/Friend Information Eligibility Information (Questions Configurable) Damaged Property Information Estimate of Structural Damage Insurance & Lawyer Information Lienholder Information Occupant / Household Member Information Homeowner Information Tax Record ID Information Income Information Service Center Checklist Answers (Questions Configurable) Attached Files

All Available From A Single Screen



Attachment ProcessAttachments are grouped in configurable folders to make it easier to find documents.

Double-clicking the link opens each folder to allow contents to be viewed.

Within each folder, the attachments are grouped by configurable document types, again to simplify searching for documents.

The document name is a link that allows the user to open and view the attachment.

Attachments are stored in the database or in an external document management system. Location is transparent to the UI user.



Approve Grant Amounts ScreenUsers can retrieve the screen that allows review of the eligibility and grant calculation information.

To search for information for a specific application, the application ID is entered.

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From the search results screen, a user can navigate to the Approve Grant Amounts screen by clicking the Application ID link.



Approve Grant Amounts Screen Details

Property Information Applicant/Homeowner Information Title Search Information Appeals, Lawsuits, and Duplication of Benefits Information Eligibility Information Frozen Values From Letter(s) To Applicant Information about Disbursed Amounts Information About Amounts Currently Eligible Data Feed History (To and From Closing Agency)



Calculation Information Option Letter Values Values Frozen

Before First Closing

Sum of All Previous Closings

Pending Adjustments

(If Any)

Current Eligible

Amounts

Net Amounts – Taking Into

Account Any Return of Funds



Benefits from eDisasterRelief Improved Customer Service

Applicants Have 24/7 Online Access To Check Status Of Application Immediate Validation Of Their Input

Can Be Operated Standalone Or Integrated With Other Systems Managerial Control With Complete, Accurate, And Real Time

Information On All Application Related Activities Reduction In Work Load Through Automated Gateway Checks Reduction In Costs To Retrieve And Review Data

Application Information Visible From Single Screen Grant Calculation Information Available From Single Screen



Scaling to new heights Proprietary & Confidential (STR.Grants, L.L.C.) 1 STR.Grants and Our Software...

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