Proposal: YARDI CONSULTANT RFP 2020-04 Project ID ......6330 LBJ Freeway, Suite 230, Dallas, TX...

6330 LBJ Freeway, Suite 230, Dallas, TX 75240

Phone: 1-877-362-6243| Email: [email protected]

Proposal: YARDI CONSULTANT RFP 2020-04

Project ID: MUN2025234

June 23, 2020

Submitted To:

The Municipal Housing Authority for the City of Yonkers Attn: Lakisha Collins- Bellamy, Esq.

1511 Central Park Avenue

Yonkers, NY 10710

Retransform - Confidential Page 2 MHACY

Statement of Confidentiality

The information contained in this document is confidential and proprietary to Retransform – An Annet Group

Company.

Retransform submits this information with the understanding that The Municipal Housing Authority for the City

of Yonkers (MHACY herein after) will hold it in strict confidence. The contents are not to be disclosed,

duplicated or used, in whole or in part, for any purpose other than the evaluation of Retransform's

qualifications or participation in the scope of work identified within this document.

Acknowledgement

We would like to thank The Municipal Housing Authority for the City of Yonkers for giving Retransform the

opportunity to submit this proposal.

We would also like to take this opportunity to thank the members at MHACY for their inputs relating to the

requirements and the company's operations enabling us to respond to the tender and preparation of this

proposal.

Disclaimer

The obligation of the parties to perform the effort identified in this document is subject to the execution of a

written agreement between the parties in accordance with the terms and conditions contained herein.

The information included in this proposal has been prepared and included for the purpose of this document

only and shall not be construed as a precedent in any other situation outside this proposal and context.


Table of Contents

1. Executive Summary 4

2. Company Background – Retransform 5

3. Retransform – Yardi Practice 7

4. Uniquely Poised for MHACY 10

5. Certification and Training 11

6. Experience and Customers 13

7. Organizational Chart 14

8. Requirement Overview 15

9. Scope of Work 15

10. Project Implementation Approach 16

11. Notes & Assumptions 23

12. Projected Profiles 24

13. History of Past Performance 26

14. Pricing Methodology 27

15. Ability to Respond to Scheduling Needs 29

16. Appendices 32


1. Executive Summary June 23, 2020

Municipal Housing Authority for the City of Yonkers Attn: Lakisha Collins- Bellamy, Esq. 1511 Central Park Avenue Yonkers, NY 10710

Dear Ms. Collins-Bellamy and Procurement Team,

Retransform would like to thank you for the opportunity to present our proposal and response to Request for

Proposal for YARDI Consultant services #2020-04.

We appreciate your confidence in our abilities, and we believe that Retransform is uniquely positioned to assist

MHACY with this assignment.

Project Objectives:

MHACY is looking for Yardi™ expert consultant(s) to achieve below-mentioned goals:

o Data integrity, confidence in data/reporting

o Enhance existing Purchase Order/Workflows by introducing Service Contract Functionality

o Allow for seamless interaction between departments by increasing visibility of financial and

operational information

o Enhanced reporting

o Training

Retransform - Deliverables:

Retransform will provide the team of Yardi™ consultants and experts to achieve the goals defined in the RFP.

The consulting team will perform the activities supporting the requirements listed in the RFP.

We have submitted this proposal based upon our current understanding of the scope of the project. Any change

in requirement, scope, expectations, and Retransform's involvement will lead to a change in proposed project

estimation.

We appreciate the opportunity to submit this proposal to MHACY. If you have any questions, please do not

hesitate to contact us.

Best Regards,

Jeffrey Devers

x__________________________

Manager, Business Development


2. Company Background – Retransform

Established in 1998, Retransform (www.Retransform.com) is a Real Estate Consulting and Services Provider

Company headquartered in Dallas (Texas) with offices in Dubai (UAE), London (UK), and Sydney (AUS). We have

back-office development /Support center based in India at Mumbai, Gandhinagar, and Chennai. Retransform presently employs > 700 full-time persons and has served > 350 customers across 4 continents through > 500

projects assignments.

At Retransform, business and technology are never separate disciplines - we know that your business processes

drive your use of technology. With years of vertical business and technology experience, our consultants,

technologists, multimedia developers and more, are uniquely positioned to diagnose and provide solutions

tailored to your real-world needs.

Retransform provides the following services to its clients:

1. Consulting Services - Our consulting services focus on our clients' most critical issues and opportunities: strategy, operations, technology, transformation, digital and advanced analytics. With

a deep understanding of the real estate processes and marketplace issues, we offer innovative ideas

to enhance the systems or processes and get ahead of key issues. Our highly experienced and

specialized team provides a full spectrum of real estate valuation services including evaluation of large and diverse portfolios, performing property & process analysis and identifying valuations of real estate

assets.

2. Business Management Services - Retransform is the only real estate service provider that offers you a pilot program for our AR / AP Processing service. There are several other companies that offer similar

services but they will never be able to provide the same level of service as Retransform. Our primary

Business Management services are: o Lease Abstraction o Lease Administration o AR / AP Processing

o Bank Account Reconciliation o General Ledger Entry Preparation o Month-end Reporting

At your convenience, you might like to review an article that recently appeared in Forbes magazine which featured "Retransform - What World-Class Companies Know About Lease Administration" - https://tinyurl.com/y8khcfow

3. Technical Development and Support - Retransform's roots are in technology, and real estate

technology is our specialty. We provide Technology Consulting, Software Development, Maintenance,

and Support services, enabling you to rapidly realize a positive ROI from your investment in

Information Technology (IT). Our specialties include:

o Custom Report Development: We are certified Yardi and MRI partners and possess years of

experience in developing Yardi Custom Reports. We have an expert team of custom report

writers who can deal with reports of all shapes and sizes related to Residential, Commercial,

Senior Housing, Accounting, Job Cost, Investment Management, Security, and Maintenance. Our approach to writing custom reports is mainly basic SQL/screen-based reports, YSR and

SSRS reporting.

https://tinyurl.com/y8khcfow


o Real Estate Application Development & Integration: We develop new applications to serve

unique real estate business needs, and also have cross-platform experience in creating custom

enhancements to existing 3rd party applications. Our technical teams are certified across

multiple technology platforms and programming languages. We also do mobile application

development and support.

o Real Estate Application Maintenance & Support: We offer "end-to-end" support from

implementation to maintenance for a variety of Real Estate enterprise systems including (but

not limited to) Yardi, MRI, Timberline, Skyline, Realpage, Argus Enterprise, ManhattanOne;

Oracle JD Edwards and SAP Real Estate Management as well as MS CRM and SharePoint

applications.

o Real Estate Business Intelligence, Data Warehouses & Custom Reports: We consult, architect

and build Business Intelligence and Data warehouse solutions pulling data from individual and

disparate sources. Our solutions ensure that up-to-date and accurate data is reflected in

reports which are accessible via user-specific dashboards. Our report writing expertise spans Business Objects / Crystal Reports and SQL Server Reporting Services among others. We are

thoroughly experienced in pulling data from a multitude of Enterprise Accounting and

Property Management applications, including (but not limited to) Yardi, MRI, Timberline, Realpage, Argus Enterprise, ManhattanOne, Oracle JD Edwards, and SAP Real Estate

Management

o Testing Services: We perform the following testing services:

o Automation Testing o Regression Testing o Performance Testing o Independent Verification and Validation (IV&V) o Integration Testing

o IT Staffing Services: We provide IT consultants for short and long terms assignments on Time

& Material basis with the skills that would match your requirement.

Our Technology services also include: o MS SharePoint Implementation, Support, and Maintenance o CRM Implementation and Support o Web Site / Mobile Site Development, Support and Optimization o Mobile Application Development o IT Helpdesk

4. 4See Analytics, self-service platform for discovering, acquiring, refining and delivering actionable

insights derived from your data. This platform will connect with all the disparate systems that you use, and generate dashboards and reports, and well as voice-based analytics for you and your management

to make more informed decisions.

5. Software Products - The following are the real estate products we have developed: o PEAK Property Management Accounting Software is a unit based system designed for the

needs of multi-family, Homeowner Association, and mixed portfolio management. o REMANAGE's integrated property management solution is a lease-based system designed to

meet the demands of student and corporate housing portfolios.


o ERECA is a Marketing and Sales Tool for Real Estate companies o WAVE is a Contact Management for Leasing Reps, Brokers, Agents o ARIA is a web-based Property Management Accounting software that handles daily

operations and general ledger accounting for residential and commercial real estate

companies

3. Retransform – Yardi Practice

Yardi Services

Retransform is a highly experienced real estate expert and being a Yardi independent consultant we offer a

wide range of services to suit almost every need of the customers. A list of our Yardi specific services are mentioned below:

• Yardi Reporting - We develop simple to complex reports as per customer's requirement specifications. Our team is well suited to deliver reporting that supports the best possible approach satisfying all the

parameters. Below mentioned is the list of services we offer for Yardi custom report writing

o Yardi Spreadsheet Reporting

o Correspondence

o Custom Financials

o Operational Reports

o Financial Reports

o Affordable Reports

o Rollups/ Consolidations

o Yardi Orion Business Intelligence

o YSR, SQL Reporting Services, Launch Excel/Word, FillDocs, Crystal, Adobe

We have successfully developed and deployed Yardi custom reports for more than 90 customers and

a few of them are listed below:

Closing Rent Roll Property - Account List Lease Expiration for Specific Period

Lease Expiration AP Workflow Lease Expiration Report

Acceptance of Premises letter Income Statement Lease Statement

Base Rent Increase letter Unit Performance Report Leasing Cost Schedule

Property change management change Percentage Rent Variance Report Minimum Lease Payments

COI Letter LCR New Leases Signed YTD

COI Expiration letter Tenant Contract Percentage Rent Increases by Building

Notice letter Strat Report Portfolio Summary


Delivery of Premises letter Split Invoice Property Lease Types

Welcome Letter Turn over Report Renewal Lease Schedule

Gross Sales Letter Property Changes Report Service Contract log

Late fee Letter Unit Creation Report Tenant Move out Report

Month to Month Report Unearned Income Scheduled Report

TI and LC for New Leases

Lease expiration with MTM tenants Details Sales report Top Ten Tenants

Historical Actual Charge Tenancy Occupancy Summary Report

Top ten Tenants in Arrears

Aged Delinquency report Average Weighted Report Total Leases

Vendor Remittance Renewal Report Workflow History Report

Purchase Order Correspondence Form LAF Report Custom Trial Balance

BPO Correspondence - Percentage Rent Major Group Report Commercial Lease Statement

Average Lease Report Legal Listing Report Commercial Lease Expiration

Bank Balance Statement Active and Inactive Units Report Weekly Summary Report

Lease Activity Report Bounced Cheque Report Oates Energy Move in Report

Occupant List Unit Budget Detail Report Property Information

Manual Billing Lease Sales Report Unit Rent Roll

Turnover Work Order Details Report IA Report Property Information Report

Tenant Expiration Report Contact Details Report Vendor Directory

14 Day Notice Report Lease Anniversary Report Contract Directory

Commercial Rent / Tenant Statements Unit Vacancy Aging Report CAM reconciliation Letter

Lease Statement / Tenant Statement Storage Manual Invoice OpEx Reconciliations

Lease Expired Detail Report Proposal To Lease Report Pipeline Report

Future Lease Report Category Subcategory Report Pipeline to Budget

Future Expiry Report Statement of Account for Customer

Positive Pay Import

Legal Documents in Market Report Lease Approval Report Property Variance Report

Lease Under Process Report Lease Information Report Utility Vacant Recovery Report

Agent Activity Report Category Wise Sales Report Account Totals

Leasing Status Report Lease Commitment report Aged Receivable Report

Rental Rates Major Customer Group Report Weighted Average by PSF

Leases in Pipeline Unit Vacancy Report with Aging Bucket

AR Reserve Report


Lease Target Report Active and Inactive report Budget And Forecasting Revision Report

Rent bills In-Process and Ready report Committed Report

Tenant / Lease Statements Approval Impact Report Custom Draw sheet Report

Rent increase letters Holdover report Custom General Ledger Report

Management Fee Pool % Report % Rent Incur by Building Custom Invoice

Rent Roll Amendments Custom Rent Roll

Invoice Report Average Rent Schedule Expense Distribution (Paid Only)

EFT Letters Commercial Rent Roll In-place Rent Report

Residential Petition Credit Loss Report Invoice Requisition Form

Fee Collection Report Lease Distribution Report Job Cost Budget Analysis

• Data Migration – Retransform also provides Data Migration services to upgrade your organization data

into the next generation voyager product. Yardi migration service includes a plan for data migration,

conversion, module support, and documentation. Our data migration services include:

o Data Collection

o Data Cleanup

o Data Validity

o Data Load

o Reconciliations – Masters, Financials

• Yardi Testing Services – Retransform successfully delivered testing services to many customers. Along

with that, we have repositories of documents such as test cases which is prepared and continuously updated by our experts based on experience and projects. Mainly our test services involved data

validation, test case designing, User acceptance testing.

• Yardi Managed Support Services – Our support team experts are highly qualified and experienced and

always prepared to support Yardi specific L1, L2, L3 services from onsite to offshore, training to

documentation, etc. Our support model offers custom services as per customer's requirement such as

dedicated support model and Adhoc on-request. We have a pool of resources that can be deployed on

short notice.


4. Uniquely Poised for MHACY

Retransform is a unique business solutions provider with a singular focus – the systems that power the real

estate industry. We harness the potential of technology to improve efficiency and add consistent gains to the

bottom line of our clients. Having made a deep investment in attaining paramount expertise in real estate

software and workflow, our clients leverage Retransform to save themselves time and money.

Our long-standing association with real estate and retail-specific trade organizations and technology vendors

provides us with the unique advantage of remaining abreast with current and upcoming trends, as well as

leading technologies being adopted and implemented across the Real Estate industry. As a part of our services,

we continue to share these insights with our customers, enabling them to make informed decisions embracing

various technologies and systems that enhance the value of their businesses. Retransform's work across the

Real Estate industry, coupled with our deep Real Estate business process and technology expertise, puts

Retransform in a position well poised to undertake this project.

o Domain Expertise: Posses experience of more than 20 years in the real estate domain and have highly

qualified real estate consultants having expertise from functional to the technical aspect of the domain.

o Relevant experience: Having done more than 300+ Real Estate projects and exposure to real estate

practices across the globe. We have successfully achieved activities related to Yardi implementation

such as project planning, module configuration, data preparation, and upload, custom report

development, testing, etc.

o Experienced Resources: Average employee experience – 5 years. Continued skills augmentation.

o Certified Resources: We employ RE Property Managers, - Chartered Accountants (Indian counterpart

to CPAs), MBAs, and degreed accountants, PMP certified Project Managers, MCSD Developers, and DBA, ISTQB certified testers, our personnel have also undertaken training and received certification specific to the Real Estate Industry.

o In-house RE Focused Training Center: Extensive six-month training and ongoing training programs on

real estate systems and practices for all Retransform employees through our Real Estate Management

Institute (REMI - https://www.remi.edu.in).

o Adequate Bench Strength: Provides flexibility to scale team size up and down with ease.

o Available Resource Pool: Our Contingency Team staffing model ensures continuity of work, enabling

us to deliver projects on time and on budget.

o Cost Benefits: Fully loaded cost is expected to drop by 30 – 40%. Retransform's best practices push

this to ~ 40% over time.

https://www.remi.edu.in/https://www.remi.edu.in/https://www.remi.edu.in/


o Certifications: Yardi certified independent consultant, Microsoft Gold Certified Partners, Oracle

Certified Partners, ISTQB Certified, SSAE 16 and ISO 9001-2015 certified.

o Yardi Expertise: We are intimately familiar with a number of Property Management Systems including

Yardi Voyager.

5. Certification and Training

Certifications:

o Yardi Certified: Retransform is a Yardi Certified Independent

Consultant.

o Microsoft Gold Certified Partner: Retransform is presently a Microsoft Gold Certified Partner, and has been a Microsoft partner for the past ~ 12 years.

o Oracle JD Edwards: Retransform is a Certified Oracle Systems

Integration partner.

o ISO Certified: Retransform's systems/processes have been audited and

certified as ISO 9001-2008 quality for its Technology Consulting and

Software Development Practice.

o SAS Access: Retransform is also an SSAE 16 (earlier SAS 70) audited and certified the company.


o ISTQB Access: Retransform is certified by ISTQB for testing services.

o Salesforce Certified: Retransform is Salesforce registered consulting

partner

Retransform personnel have also undertaken training and received certification from third-party institutes

including Microsoft, Oracle and Project Management Institute (PMI) among others.

Our REMI (Real Estate Management Institute) consists of senior-level team members including project

managers, technical leads and senior team members who provide training to other team members after they

themselves are trained externally by certified experts and professional trainers.

Our training program has mandatory training of at least 96 hours for all trainee employees. Their training mostly

happens on Saturdays (4-hour sessions each). Upon successful completion of mandatory training hours and

certification from his reporting officer and the HR, a trainee is confirmed.

The REMI has also arranged for training on PMP certification which is a

mandatory requirement for 12 managers. Training in some other areas is in

the QMG training plan for this year and is being scheduled accordingly.

Retransform personnel have also undertaken training and received certification from the International Council of Shopping Center's (ICSC): John T. Riordan School for

Professional Development, Development, Design, and Construction Institute and The Institute of Real Estate Management (IREM) is an international community of real estate managers dedicated to ethical business practices, maximizing the value of investment real estate, and

promoting superior management through education and information sharing.


6. Experience and Customers

Retransform has been providing real estate consulting and support services from 20+ years to the clients across

the globe.

We have expertise in offering comprehensive solutions worldwide to commercial, housing, retail and corporate

real estate. With highly experienced staff, technologists and analysts, we provide a strong foundation for real

estate organizations to build and strengthen their business objectives.

Below are our some of the clients:


7. Organizational Chart

Rohan G. Bulchandani ( Founder )

Business Development

( Jeffrey Devers / Pinkesh Shroff /

Bhavin Shah)

Operations Lynn Peters / (

PV Ranjit)

Technology / Infrastructure

( Ashish Pathak)

Finance ( Princy Jose ph)

Human Resources

( Sairaj Navalkar)

Learning & Development Maria Coelho (

/ Punit Chovatia)


8. Requirement Overview

MHACY had already implemented the Yardi voyager three years ago, and all the financial & operational

processing is being performed through Yardi. However, some key reporting requires users to modify the

reports in excel to have a final accurate report.

Current Yardi Products/ modules already implemented

o Yardi Core Voyager 7s o Residential Module o Public Housing Authority Module o Affordable Housing Module o New York Module o Legal Module

Now, MHACY is looking for services to achieve below-mentioned goals:

o Data integrity, confidence in data/reporting o Enhance existing Purchase Order/Workflows by introducing Service Contract Functionality o Allow for seamless interaction between departments by increasing visibility of financial and

operational information

o Enhanced reporting o Training

9. Scope of Work

MHACY is looking for a team of Yardi consultant(s) for system administration and general consulting to comply

with the state and federal regulations.

Based on the requirements shared, Retransform will perform below-mentioned activities:

o Assist with implementation and enhancements of the Yardi™ modules such as Service Contract, Legal,

and Section 8 reporting.

o Overall review of existing Yardi™ and system enhancements o Review business processes and build Yardi custom reports to assist with business processes. o Provide Ongoing Support o Train and assist with the training of the users of the software


10. Project Implementation Approach

We would like to propose different approaches for various requirements listed in the RFP.

Immediate Needs

1. Service Contract Implementation

To enhance and build off existing Purchase Order and workflow set up to track vendor service contracts, we

would like to recommend the approach mentioned below.

o Step 1: Initiation

o The project will get started by reviewing the existing Yardi™ setup. o Discuss business processes with the users to understand the processes, associated workflows, and any

custom field requirements. o Post that, a detailed schedule will be prepared with the approach and the timeline.

Step 2: Implementation

o In the implementation phase, the initial setup of the purchase order and workflow is analyzed o Define workflows and custom fields, if required.


o Migrate the sample service contracts into Yardi™. o Implement validations for data fields, attachments, and workflows.

Step 3: Internal Testing/ UAT

o Perform initial testing and rectify the discrepancies, if any. o Post that, deploy the module on the UAT environment. o User Acceptance testing will be performed by the client, and changes are updated and deployed

accordingly.

o Once approved, the final module will be moved to the live environment.

2. Yardi™ System Review

We follow an elaborated approach to review the Yardi™ Voyager from technical as well as functional aspects. All the modules are examined in detail, and findings are documented. Brief detail on our approach for Yardi™ System Review is mentioned below.

Step 1: Initiation

o The project is initiated with a kick-off call where key members and teams are introduced. o A detailed level plan and deliverables will be identified and documented.


Step 2: Discovery & Technical Review

o In the discovery phase, existing business processes will be discussed with the department heads/

business users. o Complete Yardi™ system will be reviewed, including the customization made to the system,

database and reporting structure, customizations, workflows, user settings, global settings, general user activity, module-specific designs, and permissions.

Step 3: Observation Report

o Post discovery session, an Observation Summary report will be prepared based on the findings. This report will have an area of improvements, best practices, reporting needs, any customization need in the existing system.

o Post documentation, the summary document will be shared with the client for sign-off

Note: 1. The scope will be limited to analysis and recommendations; and not making actual changes to the

system. 2. We recommend the onsite deployment of the consultant for the Yardi™ System review. 3. MHACY will provide all the details related to the customization done in Yardi™ and interface with any

external system.

3. Legal Module Enhanced Configuration

The requirement is to enhance the configuration of the legal module, which is already implemented. We recommend the below-mentioned approach to enhance the configuration and identify any custom need in the Legal module of Yardi™.


Step 1: Initiation

o The project will get started by reviewing the existing Yardi™ setup. o The business processes will be discussed with the business users to understand the processes,

associated workflows, and any custom field requirements. o Post that, a schedule will be prepared with the detailed approach and the timeline.

Step 2: Implementation

o Analyze the initial setup of the module and existing processes o Understand the business process and define workflows and custom fields, if required. o Implement validations for data fields, attachments, and workflows o Migration of sample legal cases into Yardi™ o Perform initial testing

Step 3: Internal Testing/ UAT

o Perform internal testing and rectify the discrepancies, if any. o Post that, the module will be deployed on the UAT environment. o User Acceptance testing will be performed by the business users of MHACY, and changes are updated

and deployed accordingly. o Once approved, the module will be moved to the live environment.


4. Section 8 Reporting

As the affordable housing module is already implemented in Yardi™, we presume it is required to perform some

customizations such as workflows and create custom reports based on the business needs of the users.

To create custom reports in Yardi™, we will follow below-mentioned approach.

Step 1: Requirement Review and Analysis

o This includes analysis of requirement in terms of any report template o Analyze system, its configuration, associated workflows or templates

Step 2: Designing

o Review existing database, custom fields, custom tables, if created. o Identify the report output, filters to generate the reports. o Create a report template along with graphical content, if required.

Step 3: Development

o Once the report template is designed, SQL queries will be configured and customized as per the

required report. o Perform internal testing and rectify the discrepancies, if any. o Post-development, deploy the report into the UAT environment for the testing.


Step 4: Testing

o User Acceptance testing will be performed by the client, and changes are updated and deployed

accordingly. o Once approved, the final report will be moved to the Yardi™ live environment.

Ongoing Support

Based on the requirements shared, we presume that ongoing support will be required to resolve the functional and technical issues arises on a day to day basis. We recommend below-mentioned approach to support the ongoing activities of MHACY.

Step 1: Project Initiation

o The project is initiated by analyzing the existing Yardi™ system and connected ancillary real estate

systems. o Finalize the SLA and service window o Preparation of transition plan

Step 2: Support Transition

o Assess the transition readiness of Yardi™ and business users o Receive access to Yardi™ and ticketing system


Step 3: Ongoing Support Service

o Assign and resolve the issues based on the tickets raised by the business users. o Update the status on the ticketing system

Note: 1. The scope will be finalized post during the initiation phase and currently considered already

implemented modules of Yardi™. 2. The number of support tickets, criticality, SLA, and service window will be defined during the project

initiation phase.

Training We have an inhouse training division called REMI (Real Estate Management Institute), which only focuses on Real Estate training. REMI consists of many trainers who are quite experienced in providing training for Yardi™ and other real estate solutions. We custom create the course content based on the specific needs of the clients and hence recommend below-mentioned approach.

Step 1: Project Initiation

o In this phase, the need for the training will be analyzed based on the business users and their

expectations. o Identify and shortlist the modules/ topics for which training is needed.


Step 2: Preparation

o In the preparation phase, the training schedule will be defined based on the availability of the trainer

and the trainees. o Define mode of training and approach whether to train the trainer or end users. o Customize the content to meet the pre-set objectives o Share training schedule with the trainees well in advance

Step 3: Training

o Instructor-led training o Training sessions will be conducted either online or in-person based on the mode defined during

project initiation. o Resolve the queries, during and post the sessions o Share the session recordings, handouts, SOP's with the attendees.

Note: 1. A list of modules, content, priority, and training scope will be defined during the project initiation phase

of the project.

11. Notes & Assumptions

• MHACY will provide below-mentioned access to the Retransform team:

o Access to Yardi™ Voyager 7S (both staging/sandbox and live environment)

o Details/ documentation on current Yardi™ configuration and customization made

o Approaches given in section 10 of this document might get modified post receiving the detailed

requirements.

o All the data for the migration will be provided in the excel spreadsheet to the Retransform team.

o The consulting team will be deployed onsite if required.

o MHACY will assign a single point of contact that shall be contacted by the Retransform team

throughout the project duration, as and when required.

o All the activities such as report writing will be first performed on Yardi™ staging and then live

environment.


12. Projected Profiles

Retransform intends to establish a team, suitably certified, and qualified profiles for this project who has

worked and successfully completed similar engagements.

The following reflects the key responsibilities of the profiles that Retransform that may form the team for the

project.

ROLE KEY RESPONSIBILITIES

Project Manager • Requirement gathering, discussion, and review

• Yardi™ Voyager 7S review

• Review reference documents shared by the client

• Point of Contact for other teams in the project

• Identification and mitigation of project risk, if any

• Project Management Activity – Tracking the project, team performance,

meeting expectations, etc.

• Project Planning and Scheduling

• Team Management

• Prepare, maintain and share project track sheet with client

• Provide assistance to Yardi Consultant in development and support activities,

as and when required.

• Go-live and Project Signoff

Yardi™ consultant • Requirement gathering, discussion, and review


• Review existing modules in Yardi™ Voyager 7S

• Understand business processes and requirements

• Implementation of new modules in Yardi™

• Prepare technical and functional documents

• Provide ongoing support and resolution to technical/functional issues.

• Ensure conformance with project management practices/quality process.


Yardi™ Technical Consultant

• Requirement gathering, discussion and review


• Review implemented modules in Yardi™

• Review reference documents shared by the client

• Preparation of technical specification document

• Custom development of Yardi Reports

• Custom development of dashboard / report dashboard with drill down

capabilities

• Update custom developed reports and dashboard based on UAT feedback

• Deployment of custom developed reports in Yardi™ staging and live environment

• Will be engaged with MHACY staff throughout the project duration

Yardi™ Trainer • Provide Yardi™ functional and/or technical training to the business users

• Create training schedules

• Prepare/ customize training materials based on the need and scope.

• Share meetings recording, handouts, or any other training materials with the trainees.


13. History of Past Performance

Reference #1

Business Name Greenway Investment Company

Address 2808 Fairmount St # 100, Dallas, TX 75201, United States

Phone # & E-mail

Phone Number: +1.214.699.4843

Email Address: [email protected]

Individual's Name (if applicable) Mr. Todd Petty

Description of Services

We performed the following activities:

• Data Migration

• Data Validation Services

• Yardi™ Upgrade Testing

• Custom Report Development

• Test Case Development and Execution

Reference #2

Business Name The Inland Real Estate Group, LLC

Address 2901 Butterfield Rd, Oak Brook, IL 60523, United States

Phone # & E-mail

Phone Number: +1 630.586.6444

Email: [email protected]

Individual's Name (if applicable) Mr. Sunder Pappu



• Custom Application Development

• Data Migration


• Technical and Functional Support

Reference #3

Business Name Tabani Group

Address 16600 Dallas Pkwy, Dallas, TX 75248, United States

Phone # & E-mail

Phone Number: +1 972.428.2935

Email: [email protected]


Individual's Name (if applicable) Ms. Aliya Khatri



• Business Process Management Services


• Technical and Functional Support

14. Pricing Methodology

Sr. No. Stages Description Onsite Offsite

1 Initial Project

Service Contract Implementation $2,000 per day $480 per day

Yardi System Review $2,000 per day $480 per day

Legal Module Enhanced Configuration

$2,000 per day $480 per day

Section 8 Reporting $60 per hour

2 Support Services

Ongoing Support $24,000 per month $60 per hour or $5,600 per month*

Training $2,000 per day

* This rate of $5,600 per month is applicable only for a dedicated resource.

PROJECT ID: MUN2025234

TERMS & CONDITIONS

• TERM: 12 months. Rates subject to escalation by 5 % every year.

• WORK DAY: 8 hours per day

• WORK MONTH: 160 hours per month

• PAYMENT TERMS: Payments in USD against the advance monthly invoices. Payment due within 5

business days of receipt of invoice.

• COMMENCEMENT: Start date is deemed 7 days from signing of contract and receipt of all material

from customer (whichever is latest).

• SOFTWARE LICENSES: Retransform will utilize its own “development” licenses for the development

and ongoing support of applications within its development center in India. Any other / additional

software licenses that may be required will be provided by customer which will include permission for


use by Retransform, or may be procured directly by Retransform and billed to customer with prior

permission.

• ASSIGNMENT OF OWNERSHIP: Consultant retains all right, title and interest in work product being

provided under this Proposal / Agreement. Upon receipt of payment in full for the Services to create

any deliverable that Consultant provides under this Proposal, Consultant transfers and assigns

ownership of work product / deliverable to Customer.

The Undersigned agrees to hold its offer open for 90 days from the date of RFP opening.

Signed by: ________________________ Print Name ______Jeffrey Devers__________________

Name of Company or Title _______Manager, Business Development Retransform____________

Address _____________________6330 LBJ Freeway #230 Dallas, TX 75240__________________

Telephone _____ (214) 358-4330________________________________


15. Ability to Respond to Scheduling Needs

To respond to projects that require special attention to timelines and possible short notice with an accelerated

start dates, there are two different approaches we mostly adopt:

1. Approach 1: Fast Tracking

2. Approach 2: Crashing

When it comes to scheduling needs, there can be multiple reasons the client wants to compress the schedule,

and some of them are:

• The project got delayed, and the team is working hard to bring the project back on track as per

schedule. A delay in the project may happen due to many reasons, including:

o An unrealistic schedule o Did not get the promised resources o An unforeseen incident occurred o Due to force majeure

OR

Client intentionally wants to shorten the duration of the project, although your project is on track, due to such as:

o The client wants to complete the project early.

o An opportunity to get another project if you are able to complete the project early.

o Client's business is getting affected due to delay, and the team needs the product

at the earliest, and many more

To bring the project back on schedule, or shorten its duration, we will use "Schedule Compression Techniques"

such as fast-tracking or crashing or both.

Fast Tracking

In fast-tracking, we review the critical path to find out which sequential activities can be performed parallel or

partially parallel to each other, and re-plan the activities accordingly.

It is a 3 step process, which includes:


Important consideration: While selecting or reviewing the activities to be performed in parallel, we select the

activities on the critical path only because on other paths, activities have floats. There is no need to shorten

the duration of those activities - on doing so; we are only giving those activities more float. However, we also

perform checks on other paths whose durations are near the critical path duration, because if the duration of

the current critical path becomes shorter than any other path, it will no longer be a critical path. If any other

path has a duration equal to the critical path, it will greatly increase the risk for the project because you now have to manage two critical paths. Document: To monitor and evaluate the activities, we strongly document every step team adopts in our

"Project Tracker Sheet." This respective document is shared with the client's team that shall enable both the

teams to perform their associated activities as per schedule.

Crashing

Crashing is another schedule compression technique where we add extra resource(s) to the project to compress

the schedule. Under this approach, we review the critical path and see which activities can be completed by adding extra

resources. We try to find the activities that can be reduced the most by adding the least amount of cost. Once

we find those activities, we apply the crashing technique.

It is a 3 step process:

Select

• Selection of activities to be fast tracked

Plan

• Develop the execution strategy

Execute

• Execute the activities in parallel

• Monitor the activities

• Update Project Tracker

Review & Analyze

• Review the critical path to identify the activities where extra resources needs to be deployed.

• Analyze the cost

Select & Plan

• Select the activities and required resources

• Estimate the extra cost

• Re - plan the project

Execute

• Execute the activities

• Monitor the activities

• Update Project Tracker


First, the additional cost and benefits of crashing are evaluated, and then only this is taken forward. Cost and

schedule tradeoffs are analyzed to explore the least additional cost and maximum compression. Based on the complexity and need of the project, we opt for the approach to be implemented. If the project

demands, both "Fast Tracking" and "Crashing" techniques need to be implemented. Retransform maintains a

team of 20+ Yardi Consultants and 8+ Yardi Project Managers highly experienced in Implementation of Yardi™

modules, custom report development, and other Yardi™ related services.

Document: To monitor and evaluate the activities, we strongly document every step team adopts in our

"Project Tracker Sheet." This respective document is shared with the client's team that shall enable both the

teams to perform their associated activities as per schedule.


16. Appendices Appendix 1 - Resumes

1. Retransform - Project Manager – AB


2. Retransform - Yardi Consultant – AJ


1. Retransform - Yardi Technical Consultant – SB


2. Retransform - Yardi Trainer – HM


Appendix 2 – MHACY Required Forms

# Form Name Comments

1 General Identification Attached

2 W-9 Form

Attached

3 Section 3 Business Certification Form Retransform is not a HUD certified business entity

4 WMBE Report Not applicable

5 Notarized Non-Collusive Affidavit &

Attachment A’s Attached

6 Resumes Attached

7 Insurance Requirement Provided upon award of RFP


General Identification

Company Name: Annet Technologies dba Retransform Address: 6330 LBJ Freeway #230

Dallas, TX 75240

Yardi Consultant Address: Annet Technologies dba Retransform

6330 LBJ Freeway #230 Dallas, TX 75240

Phone: (214) 358-4330 Fax: (214) 358-4339 E-mail: [email protected]

Tax ID # 27-3274221

1. Has the Company had a change of address in the past five years? ( ) Yes (X) No

2. Has the Company operated under any other name(s) in the past five years? ( ) Yes ( X) No

3. Does the Company have offices, plants or warehouses at other addresses? (X) Yes ( ) No

If “yes” to questions 1-3, please provide details below:

Entity Address From (Mo/Yr) To (Mo/Yr)

Annet Technologies (USA), Inc.* [ATU] 6330 LBJ Freeway, Dallas, TX 75240, USA

08/2010 Present

Annet Technologies (Europe) Ltd. [ATL] 17 Hanover Square, London, W1S 1JY, UK

2014 Present

Annet Technologies [ATM / ATC] 5, Evergreen Indus. Estate, Shakti Mills Lane, Mahalaxmi, Mumbai 400011, India

66 / 67 Gowdia Mutt Road, Royapettah, Chennai 600014, India

1998 Present

Annet Technologies Gujarat [ATG] Mindspace – Building No. 1, Aqualine Properties SEZ, Gandhinagar 382009, India

2012 Present

Annet Educational Services** [AES / REMI]

37, Evergreen Indus. Estate, Shakti Mills Lane, Mahalaxmi, Mumbai 400011. India

2014 Present


Annet Holdings Ltd. [AHL] Premier Business Centre, 10th Flr, Sterling

Tower, 14 Poudriere St., Port-Louis, Mauritius

1998 Present

Annet Communications P. Ltd. [ACPL] 6th Floor, Ramon House, 169 Backbay

Reclamation, Mumbai 400020. India

1998 Present

Annet Technologies Middle East FZE D204, Dubai Silicon Oasis HQ Building, DSOA, Dubai, UAE

2014 Present

Business Organization and History

1. Date the Company was formed: 8/17/2010

2. Corporate Structure: Privately Held

a. State in which incorporated: Texas

b. Number of shares authorized to the corporation: 1,000

Number of shares issued to individuals or entities: 1,000

c. Registered Agent (Lawyer/Incorporator) and date of Incorporation if different than date the Company was formed: N/A

3. Was the Company purchased as an existing business by its present owners(s)?

( ) Yes (X) No

4. Does the Company own, rent or lease any of its facilities?

( ) Own (X) Lease/Rent

If leased or rented, provide Owner’s Name: Signature Asset Management, Inc.

Ryan Phillips

Phone Number: (469) 522-4308

Address: 1603 LBJ Freeway, Suite 800

Dallas, TX 75234

5. Does the company share office space, staff, or equipment (including telephone exchanges) with any other business organization?

( ) Yes, list below ( X) No


Tax # Firm Name Address/Nature of Shared Facilities

N/A N/A N/A

–


6. KEY PEOPLE TABLE

Person #1 Person #2 Person #3 Person #4 Person #5

* Name Rohan Bulchandani Bhavin Shah Lynn Peters Pinkesh Shroff Ranjit PV

Home Address

Provided Upon Award

Date of Birth

03/26/1972 09/04/1976 07/6/1971 10/22/1976 06/21/1975

SS # Provided Upon Award

Title President & Founder Vice President Vice President, Global Operations

Vice President Vice President, Technology

From (date)

2010 2010 2012 2014 2016

To (date) Present Present Present Present Present

% of Ownership

100

# Shares Owned

1,000

How Shares Acquired

Founder

7. Number of employees (not including key people): 700

8. At present or during the past five years:

9.

At present or during the past five years: ( ) Yes (X) No

Has the company been a subsidiary of any other firm? ( ) Yes (X) No

Has the company consisted of a partnership in which one or more partners are from other firms?

( ) Yes (X) No

Has any other person or firm owned 5% or more of the company? ( ) Yes (X) No


Has the company joint ventured with any other firms? ( ) Yes (X) No

If “yes” to any of the above questions, list the other firms below and indicate the percent of stock, if any,

owned in the company.

Firm # 1 Firm # 2

Tax ID # N/A

Firm Name

Address

Relationship to the company (co-owner, partner, etc.)

% of the company owned

From (date)

To (date)

Representative name/title

10. At present or during the past five years:

At present or during the past five years: ( ) Yes (X) No

Has the company had any subsidiaries? ( ) Yes (X) No

Has the company owned 5% or more of any other firm? ( ) Yes (X) No


If “yes” to any of the above questions, list the other firms below and indicate the percent of stock,

if any, owned in the company. N/A

Tax ID # Firm Name Address % Owned By the Company

Dates of Ownership From/To

N/A N/A N/A N/A N/A

11. At present or during the past five years have any of the key people of the company served as a key person (see definition on page 3) or owned 5% or more of any other firm (including firms that

are inactive or have been dissolved?

( ) Yes ( X) No

If yes, list below:

Firm Name Address Tax ID # Key Person

Position Held % Owned Remainder Owned By Dates Owned To/From

N/A N/A N/A N/A

All firms listed in questions 8-10 will be referred to in the following questions as “Affiliate Firms”

12. Are any key people associated with MHACY:

Are any key people associated with MHACY: ()Yes (X) No

Past or present employees of MHACY? ()Yes (X) No

Related by kinship or marriage to any present or past employee of the MHACY

()Yes (X) No

If yes to either question, provide names of such individuals(s) and indicate relationship to the

current/former MHACY employee: N/A

Name of Individual Relationship

N/A N/A


Financial Information

13. At present or in the past five years:

a. Has the company been indebted to an individual or entity other than a commercial lending institution in the cumulative amount of $50,000 or more?

( ) Yes (X) No

b. Have any of the company’s key people been indebted to an individual or entity other than a commercial lending institution in the cumulative amount of $50,000 or more, for the benefit of

the company?

( ) Yes ( X) No

c. Has the company pledge any of its stock to guarantee any of the above obligations?

( ) Yes (X) No ( ) N/A

d. Has any individual or the company been a guarantor, so-maker or co-signer of any of these obligations on behalf of the company?

( ) Yes (X) No ( ) N/A

If yes to any portion of question 11, provide details below:

Name of Creditor

Name of Borrower Amount of Loan & Balance Remaining

Terms of Pledge or Loan

Name of Guarantor,

N/A N/A N/A N/A N/A

e. Have monies generated by the company in the cumulative amount of $50,000 or more been loaned to another firm or individual by the company or its key people? If yes, please provide

details below: N/A

f. Has the company or any of its affiliates or key people paid commissions or finders fees to obtain contracts or work to anyone other than its own key people?

( ) Yes ( X) No


If yes, please explain: N/A

14. Has the company, or its affiliates or key people paid commissions or finders fees to obtain contracts or work to anyone other than its own key people paid commissions or finders fees to

obtain contracts or work to anyone other than its own key people?

( ) Yes (X) No

If yes, please provide details below: N/A

Caption Date Docket # Court County

N/A N/A N/A N/A N/A

15. During the past five years, has the company ever:

Been the subject of a lien, judgment or litigated claim of $25,000 or more by a subcontractor, supplier or other creditor?

( ) Yes (X) No

Failed to complete a contract for a commercial or private owner or government agency?

( ) Yes (X) No

Had, or does it currently have, any delinquent local, city, state or federal taxes

outstanding?

If yes, please explain and submit documentation of any repayment plans. N/A

( ) Yes (X) No

If yes to any of the above questions, supply details below

Agency/Owner Contract # Description of Circumstances and Current Status

Date of Events

Name/Phone Number of Contact Person

N/A N/A N/A N/A N/A


Experience/Performance

16. On the following table summarize the services provided by the company for the last three years:

Fiscal Year End Services Provided Total Income

March, 2019 Technology, Analytics, Business Process Management Services, and Education for the Commercial Real Estate Industry

$13.47 M


$11.86 M


$9.8 M

17. Has the company or any of its officers, owners or managers had any business-related licenses, certificates or certifications revoked in the past 5 years? ( ) Yes (X) No

If yes, please explain: N/A

Compliance Information

18. In the past five years has the company or any of its affiliate firms been the subject of any of the following actions by any government agency:

(Government agencies include city, state, federal public agencies, quasi-public agencies, authorities

and corporations, public development corporations and local development corporations.)

Been suspended, debarred, disqualified, had its prequalification revoked or otherwise been declared ineligible to bid or to perform work?

( ) Yes (X) No

Been barred from bidding or denied a contract as a result of refusal key people to testify before a grand jury or administrative board?

( ) Yes (X) No

Been denied a contract despite being the low bidder for any other reason? ( ) Yes (X) No

Been defaulted on a contract? ( ) Yes (X) No

Had a contract terminated, for either “cause” or “convenience” ( ) Yes (X) No


Been given a final unsatisfactory performance determination or deemed a poor performer (by letter or formal proceedings)?

( ) Yes (X) No

Been prevented, or barred from bidding for any other reason? ( ) Yes (X) No

Been denied a contract for failure to obtain surety or otherwise provide required security? ( ) Yes (X) No

Had liquidated damages assessed against it upon completion of a contract or failure to complete a contract

( ) Yes (X) No

Matters under appeal must be disclosed. If yes to any portion for question 19, please supply details below:

N/A

Agency Contract # Date of Action Describe Action Name/Phone # of Agency or Owner Contact Person

N/A N/A N/A N/A N/A

19. In the past five years, has the company or any current or past key people or affiliate firms been a plaintiff or defendant in any lawsuits arising out of the company’s operations?

( ) Yes (X) No

If yes to question 20, supply details below and submit documentation if applicable. Indicate in

P/D column whether the company’s key people or key firms were plaintiffs (P) or defendants (D).

Caption or Action P/D Index/Docket No. Date Status

N/A N/A N/A N/A N/A

20. In the past ten years has the company or any of its current or past key people or affiliate firms:

a. Been under investigation involving any alleged violation of criminal law relating to business

activities:

( ) Yes (X) No


An INVESTIGATION includes an appearance before a grand jury by representatives of a business

entity, any oral or written inquiry or review of the entity’s documents by a public agency,

temporary commission or other investigative body including, but not limited to; subpoenas and/or

search warrants, or questioning of employees concerning the general operation of a specific

project or activities of such business entity.

Had records in its or his/her control, custody or ownership subpoenaed by any law enforcement agency?

( ) Yes (X) No

Been questioned by any officer or agent of a law enforcement agency regarding any practices or conduct relating to the providing of construction related services?

( ) Yes (X) No

Been advised of being the target or subject of an investigation involving any violation of criminal law?

( ) Yes (X) No

Been notified of being the subject of court ordered electronic surveillance? ( ) Yes (X) No

Been arrested or indicted or otherwise named as an unindicted co-conspirator in any indictment or other accusatory instrument?

( ) Yes (X) No

Been convicted, after trial or by plea, of any felony under state or federal law? ( ) Yes (X) No

Been convicted of any misdemeanor involving business-related crimes? ( ) Yes (X) No

Entered a plea of nolo contendere to a change of embezzlement, theft, forgery, bribery, falsification or destruction of records, receiving stolen property or a violation of the antitrust law?

( ) Yes (X) No

Entered into a consent decree? ( ) Yes (X) No

Been granted immunity from prosecution for any business-related conduct constituting a crime under state or federal law?

( ) Yes (X) No

Taken the Fifth Amendment in testimony regarding a business-related crime? ( ) Yes (X) No


If yes to any portion of question 21, supply details below and submit documentation.

Agency or Court Nature of Charges Key Person Named Date of Charges

N/A N/A N/A N/A

21. In the past ten years has the company or any of its current or past key people or affiliate firms engaged in any of the following practices:

Filed with a government agency or submitted to a government employee a written instrument which the company or any of its key people or affiliate firms knew contained a false statement or false information?

( ) Yes (X) No

Falsified business records? ( ) Yes (X) No

Given, or offered to give money, gifts or anything of value or any other benefit to a labor official or public servant with intent to influence that labor official or public servant with respect to any of his or her official acts, duties or decision as a labor official or public servant?

( ) Yes (X) No

Given or offered to give money, gifts or anything of value or any other benefit to a labor official or public servant for any reason?

( ) Yes (X) No

Given or offered to give money or other benefit to an official or employee of a private business with intent to induce that official or employee to engage in unethical or illegal business practices?

( ) Yes (X) No

Agreed with another to bid below prevailing market rate? ( ) Yes (X) No

Agreed with another to submit identical or complementary bids or otherwise not to bid competitively or agree to withdraw or abstain from bidding?

( ) Yes (X) No

Agreed with another not to submit competitive bids in another’s territory established either by geography or customers?

( ) Yes (X) No

Agreed with another to take turns in obtaining contracts by pre-determining which firm shall submit the lowest bid?

( ) Yes (X) No


This document was prepared by:

Manager, Business Development

Title

June 23, 2020

Date

Jeffrey Devers

Date post:	03-Feb-2021
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