WIXLIB

ProposalYardi Voyager Upgrade ProposalJune 7, 2016Yardi Systems, Inc.430 South Fairview AvenueSanta Barbara, California 93117www.yardi.com

Table of Contents1.Yardi Voyager 7S . 4Interface Enhancements . 4Functionality Enhancements . 5Security Enhancements . 52.Solution Overview . 7Yardi Voyager Residential . 7Yardi Voyager PHA . 10Yardi Budgeting and Forecasting . 14Yardi Construction and Grant Management . 15Yardi Fixed Assets . 16Yardi Inspection . 17Yardi Inventory Control. 18Yardi Maintenance . 19Yardi Payment Processing . 20Yardi Electronic Banking . 21Yardi Legal . 22RENTCafé PHA . 23Yardi SaaS Select . 26Yardi Voyager Affordable Housing (Optional Add-On Product) . 273.Price Proposal . 29This document contains confidential and proprietary information and is intended solely for the entity and specific purposefor which it was made available and not for any other purpose. No part of this document may be disclosed to any third partywithout the prior written authorization of Yardi Systems, Inc. Yardi , Yardi Systems, Inc., the Yardi Logo, and the names ofYardi products and services are trademarks or registered trademarks of Yardi Systems, Inc. in the United States and may beprotected as trademarks in other countries. All other product, service, or company names mentioned in this document areclaimed as trademarks and trade names by their respective companies. 2016 Yardi Systems, Inc. All rights reserved.

Yardi Voyager 7SYardi clients around the world are implementing the latest version of our property andinvestment management platform, Yardi Voyager 7S. This update offers a more user-friendly,browser-independent interface, numerous functional and workflow enhancements, andSoftware as a Service (SaaS) delivery with 24-hour connectivity support, high availability, andongoing disaster recovery. On the following pages, we highlight significant new software andservice features and benefits.3

YARDI VOYAGER 7S1.Yardi Voyager 7SInterface EnhancementsBuilt on a current Microsoft .NET framework, Yardi Voyager 7S is more stable, powerful, and faster thanprevious versions. Users can now access the system using a variety of hardware configurations anddevices, including tablets and smartphones, and receive clear, instant feedback on their actions. Thefollowing are some of the interface enhancements that make Yardi Voyager 7S convenient andresponsive for end users.Cross-Browser SupportTo support our clients’ diverse and mobile workforce, Yardi Voyager 7S is Yardi’s first browserindependent release. In addition to Microsoft Internet Explorer and Edge, it supports Mozilla Firefox,Google Chrome, and Apple Safari. Tablet users can conveniently navigate through multiple screens atthe same time.New Navigation FeaturesConvenient new navigation features include menu and site search tools as well as a history of recentlyused functions. An Ajax-based progressive search feature displays matching records as users enterinformation. Each user can define a favorites menu to access frequently used functions quickly.Furthermore, users can assign keyboard combinations (hot keys) for instant access to frequently usedmenu items.Site SearchMenu SearchFavoritesHistorySite Search Resultsby TypeYardi Voyager 7S provides clear feedback to users. Numerous default settings and warnings, such asover-budget notifications, create a controlled data entry process.To differentiate the appearance of multiple databases or match your corporate design, you can easilyapply style sheets (application skins). A dedicated test style sheet with a bright red menu bar clearlyidentifies test databases, helping prevent users from accidentally performing work in the test instead ofthe live database.4

YARDI VOYAGER 7SFunctionality EnhancementsYardi Voyager 7S offers numerous functional enhancements and new functional modules, includingYardi Advanced Budgeting and Forecasting for valuations, modeling, and forecasting; YardiPAYscan/Yardi Procure to Pay for invoice processing and multi-level approvals; Yardi AdvancedMaintenance for mobile facilities management and staff scheduling; and more. Below we highlight newand improved functionality in the core system.WorkflowsYardi Voyager 7S increases workflow flexibility throughout. For example, new vendors or changes toexisting vendors can now require manager approval. You have the option of creating purchase ordersdirectly from the work order screen, which applies the vendor and property from the work order andautomatically links the purchase to the work order.Accounting SegmentsYou can create up to 12 accounting segments in Yardi Voyager 7S; the previous maximum was four. Youcan use these segments to categorize expenses by department instead of creating different accountsfor this purpose. When you set up display types for transactions, you select segments for each displaytype.Intercompany AccountingEnhancements to intercompany accounting in Yardi Voyager 7S include the option to modify theintercompany segment manually with appropriate user permissions. The system normally completesthis segment automatically when creating intercompany journal entries. Furthermore, intercompanyaccounting creates one consolidated journal entry per entity per month by default. While this featurestreamlines your monthly accounting, we have also added the option of creating separate entries forclients who perform daily bank reconciliations.Security EnhancementsYardi Voyager 7S includes enhanced security and menu settings for modifying user access permissions.System administrators can easily control user access to menu items, data, functions, and reports ingreater detail than with previous Yardi Voyager versions, including specific data fields, operations, andcommand buttons. They can also modify menu sets, copy settings from one item to another, and exportmenus and security settings to another database. If you have multiple databases, you can thus createand distribute a standard security package that provides a uniform global set of menus andpermissions.5

Solution OverviewYardi Voyager PHA is an end-to-end platform combining financial and propertymanagement information in a single, centralized database, with mobile access to leasing,resident services, dashboards, and tasks from smartphones and tablets. You can maintaincompliance and manage Housing Choice Vouchers, Public Housing, and other HUD 50058subsidized programs in a complete, single database PHA solution.6

SOLUTION OVERVIEW2.Solution OverviewYardi Voyager ResidentialYardi Voyager Residential is the industry’s premier integrated system for real estate management. Thisbrowser-based platform combines accounting and property management information in a single,centralized database. Global access ensures faster processing and allows users to run real-time, up-tothe-minute reports from anywhere on demand. System-wide transparency allows site staff andsupervisors to work efficiently, streamline workflows, and communicate easily across the agency.Yardi Voyager Residential enables you to optimize control over management tasks and increaseoperational efficiency. Modeled on industry-standard practices, Yardi Voyager streamlines workflows byproviding a straightforward, intuitive way to process participant information, from initial contactthrough move-out.Strategic Benefits»»»»Real-time information on demandEasy applicant managementStreamlined operationsComplete audit trail for transparencyFinancial ManagementYardi Voyager is a complete accounting system designed to meet GAAP and HUD requirements. Thegeneral ledger is configurable to make financial management processes effective, efficient, andresponsive to unique organizational policies, procedures, and reporting needs. The platform meets allHUD requirements for financial management, including asset management project (AMP) reporting.»Accounts Receivable. Our comprehensive accounts receivable functionality includes residentinvoicing, letters, and statements as well as automatic and manual payment receipting andconfigurable back rent calculation. These functions are integrated with the general ledger, cashreceipting, and accounts payable. You can enter data in real time, post unlimited recurringcharges, and manage late fees with grace periods. Yardi Voyager manages complex rent rolls,overages, turnover rents, and multiple checking accounts.7

SOLUTION OVERVIEW»»Accounts Payable. Yardi Voyager streamlines the payables process and reduces costs byconverting paper invoices into electronic transactions, virtually eliminating paper and mailingcosts. Automated workflows efficiently route invoices through the approval process to vendorpayment. You can generate one-time and recurring invoices, customizable rent statements andreconciliation letters to residents, as well as statements for bulk printing or email.General Ledger. The powerful general ledger allows your agency to use a single chart ofaccount with configurable accounting segments. The system offers standard cash and accrualbooks, and you can configure multiple additional books. Users can drill down to basetransactions from high-level reports, distribute expenses across multiple properties/entitiesbased on predefined allocation percentages, and apply consolidated journal entriesautomatically to multiple entities based on percentages or statistical data.Property ManagementWhen an applicant first contacts your office, program staff completes a guest card with contactinformation, unit preferences, expected move-in date, and information about other prospectiveoccupants. A wizard-like workflow processes applicants through move-in. Guest cards remain availablefor returning applicants.Upon approval, the applicant becomes a resident, and the captured guest-card data automaticallypopulates the new resident record. The resident stage of the workflow follows participants through theduration of their leases. From a single location, you can process move-ins, rent receipts, notices, leaserenewals, unit maintenance, move-outs, and deposit accounting.Analytic ReportingYardi Voyager includes a powerful set of analytic reports that create visibility into your operations. Youcan drill down from each report screen to the underlying data, down to the individual transaction.Filtering reports by properties, timeframes, and data attributes lets you zoom in quickly on the most8

SOLUTION OVERVIEWrelevant information. Our end-to-end system architecture creates insight into work orders, utilityconsumption, material inventory, and more, directly from the core Yardi Voyager user interface.Key Features»»»»»»»»»Calendars with alerts for tasks needing attentionUser-friendly dashboards specialized for agency staff rolesDrilldown links to underlying dataComprehensive reportingAutomated move-in and move-out accountingStreamlined unit-transfer managementLease renewal workflowEFT/ACH processingSoftware as a Service (SaaS) deployment9