SOLARI DELIVERABLE MATRIX ATTACHMENT B.PDF

Maricopa County — Formal (2023-09-27)

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211 Housing Crisis Hotline 
Scope of Work 
Attachment B 
Deliverable Matrix 
  Project Overview: 
The purpose of this project is to continue the work efforts of 2-1-1 Arizona to support the Maricopa County Department of Human Services.   
The Housing Crisis Hotline will help assess housing needs and assist callers in getting connected to housing and homelessness services. This would be a 
specialized portion of 211 and will be included in the 211 IVR call tree.  
 
Callers to the Housing Crisis Hotline will be assisted with: 
- 
Diversion opportunities to explore resources outside of the homelessness system. 
- 
Prevention opportunities for those unstably housed to retain their housing through flexible funds or eviction prevention services.  
- 
Finding, understanding, and accessing resources in the homelessness service system. 
- 
Direct referrals and placement to shelter and coordinated entry services, when available.  
- 
Follow-up virtual case management to ensure vulnerable callers are connected with resources that match their unique and diverse needs. 
 
Solari will continue to work to develop partnerships to allow for direct referral and placement to services with Maricopa Continuum of Care coordinated entry 
programs. These partnerships will result in fewer calls and less confusion to individuals and families seeking homelessness and housing resources.  
 
 
 
Funder: 
Maricopa County 
External Points of Contact: 
Jayson Matthews, Jayson.Matthews@maricopa.gov 
Cathy Chiang, Cathy.Chiang@Maricopa.gov  
Contract Amount: 
$3,169,179 
Grant Category: 
 
Executive Sponsor: 
Andrew Erwin 
Project Owners: 
Tyler Rosensteel 
Tara Bingdazzo 
Project Manager 
Jennifer Hicks 
Program: 
Community Support Network / 211 
Contract Term 
7/1/23-6/30/2024 
Systems: 
Interactive Intelligence(ININ) (Telephony System) 
ServicePoint (SP or HMIS)(Electronic Client Record) 
SpekIt (Resource Information and Procedure Platform)

211 Housing Crisis Hotline 
Scope of Work 
 
Work Breakdown 
Department 
Responsibility 
Persons Responsible 
Budget Impact 
Executive 
Sponsor/Contracts 
▪ 
Oversee adherence to program goals 
▪ 
Finalize the contract renewal with 
Maricopa County 
 
Lead: Andrew Erwin 
 
Tara Bingdazzo, Tyler 
Rosensteel, Renisha Pool 
Administrative Budget 
Project Manager 
▪ 
Creating project documents 
▪ 
Schedule meetings 
▪ 
Communication with stakeholders 
Jennifer Hicks 
Administrative Budget 
Operations / 
Project Owner 
▪ 
Collaboration with Maricopa County 
▪ 
Decision-maker to create operational 
policies, procedures, and training. 
▪ 
Oversee staff for program 
▪ 
Collect feedback from necessary 
stakeholders about the services of a 
Housing Crisis Hotline 
▪ 
Update/maintain program workflow, Logic 
Model, Org chart, and reporting structure 
as needed 
▪ 
Provide operational guidance to staff, 
communication to staff about upcoming 
changes. 
▪ 
Coordination with stakeholders 
▪ 
Update/maintain training plan  
o Collaborate with subject 
matter experts on developing 
curriculum for the housing 
crisis hotline as new topics 
arise 
o Collaborate with Training 
Department to deploy 
customized training curriculum  
Lead: Tara Bingdazzo 
 
Ed Etienne, Tonya Green, Ty 
Rosensteel, Rebecca Storrs 
Operations Budget  - 
Salaries of:  
15 FTE 211 Program Specialist 
11 FTE 211 Program Specialist (Weekend) 
5 FTE 211 Program Specialist Team Lead 
4 FTE Supervisor, 211 Operations 
1 FTE Manager, 211 Operations 
~.25 FTE Sr. Director, CSN

211 Housing Crisis Hotline 
Scope of Work 
▪ 
Collaborate with technical team on all 
systems updates to meet the needs of the 
program (SP, ININ, Spekit) 
▪ 
Collaborate with technical team on 
telephony needs and changes as needed 
▪ 
Assess scheduling and staffing needs 
o  
ServicePoint/SpekIT ▪ 
Complete any needed updates in 
ServicePoint 
▪ 
Provide ServicePoint training for staff 
▪ 
Maintain data entry workflow for Housing 
Crisis Hotline Staff 
▪ 
Continue data sharing with respective 
HMIS entities 
▪ 
ServicePoint licenses 
▪ 
Maintain/update housing resource 
management process 
▪ 
Streamline and simplify information 
sharing. 
Lead: Ty Rosensteel 
 
Tonya Green, Ed Etienne, 
Rebecca Storrs 
Operations Budget  
Salaries of: 
.25 FTE Supervisor, RDO 
.25 FTE Manager, RDO 
~.15 FTE Sr. Director, CSN 
1 FTE Development Support Specialist 
2 FTE Resource Specialist 
~.5 FTE Business Analyst 
1 FTE Resource Liaison 
 
Reporting 
▪ 
Discuss ServicePoint reporting needs 
▪ 
Call Volume Data for Housing Crisis Hotline 
▪ 
Monthly Reporting 
Lead: Nathan Hearns 
 
Ty Rosensteel, Tara Bingdazzo, 
Evan Hernandez 
Salaries of: 
~.1 FTE Sr. Director, CSN 
~.5 FTE Business Analyst 
 
Finance 
▪ 
Monitor program budget 
▪ 
Incorporate into monthly invoicing 
▪ 
Monitor time tracking 
Lead: Tom Matenaer 
 
Omayra Torres, Ty Rosensteel, 
Tara Bingdazzo 
Administrative Budget  
IT/Facilities 
▪ 
Manage equipment distribution and pick-
up 
▪ 
Assess current distribution and inventory 
 
Lead: Sean Yescalis/ Holli 
Byarm 
 
Administrative Budget & Equipment Costs 
Interactive 
Intelligence (Phone 
System) 
▪ 
Verify staff have the correct workgroups 
and roles needed for this program.  
▪ 
Complete any telephony changes 
requested by the program 
Lead: Jen Hicks 
 
Ed Etienne, Tonya Green, Ty 
Rosensteel, Tara Bingdazzo 
Administrative Budget

211 Housing Crisis Hotline 
Scope of Work 
Training 
Department 
▪ 
NEO for new hires 
▪ 
Recruiting 
▪ 
Complete initial I&R training for staff 
▪ 
Complete initial specialized housing 
trainings for staff 
Lead: Nix Schneider 
 
Ty Rosensteel, Tara Bingdazzo, 
Ed Etienne, Tonya Green 
Administrative Budget 
 
Deliverable Matrix: 
No. 
Deliverable 
Method of 
Distribution 
Details 
Due Date 
1 
211 – Housing 
Crisis Hotline 
Monthly 
Performance 
Report 
Monthly via 
Email 
Output and Demographics: 
• 
Total Calls Handled by Staff 
• 
Current Housing Status 
• 
Top Cities of Callers 
• 
Top Zip Codes of Callers 
• 
Race  
• 
Ethnicity 
• 
Income Levels 
• 
Employment Status 
• 
Age 
• 
Household Type 
• 
Type of Needs Identified 
• 
Number of Referrals by Agency 
 
 
Outcome Metrics: 
• 
# Diverted from Homelessness Services 
• 
# Referred for Prevention Services 
• 
# Referred for Homelessness Services 
• 
# Directly Placed into shelter and coordinated entry services 
• 
Caller Satisfaction 
• 
#  Households enrolled in the Virtual Case Management Program  
• 
% of Case Management clients were provided connection to organization that 
could meet their needs.  
To be completed 
monthly by the first 
business day after the 
14th of the month with 
the prior month’s data. 
(This will typically be 
the 15th each month)

211 Housing Crisis Hotline 
Scope of Work 
• 
% of Case Management clients experienced a positive state of change as a 
result of VCM Engagement.  
 
 
Budget Explanations: 
- 
Personnel: Previous budgets outline employee appreciation expenses. This has been removed and added to staff salaries.  The FTE count for 
this contract is 42 employees. The breakdown of these employees is provided on the Itemized Budget Template Requested. All time 
allocated to this contract is spent exclusively on this contract. Financial recordkeeping is in compliance with auditing requirements.  
- 
Employee Related Expenses: Solari’s average fringe rate percentage is 23% across the organization.  
- 
Travel: No Travel Expenses are requested.  
- 
Space:  Annual Rent is calculated on a per employee basis and based on the total rent and total number of employees at the organization.  
- 
Materials and Supplies: Technology needs are outlined in the Itemized Budget Template. The largest expenses are ININ and CIC licenses. 
ININ licenses gains employees access to our phone systems to answer calls. CIC licenses allow for supervisors to review calls and technical 
staff to report on metrics.  
- 
Operating Services: Recruiting fees are needed for onboarding employees due to turnover.  
- 
Administrative: Solari requests 10% of all direct service costs as Administrative Service costs.  
 
 
Assumptions: 
- 
Funding is confirmed by Maricopa County 
- 
Housing resources and curriculum are updated or maintained and provided to staff 
- 
All stakeholders allocate their resources to get their items completed on time. 
- 
There are no major changes to the scope of this project.