Resources / Case study
AXI Case Study · NYS HCR · 2026

NYS HCR — modernizing supplier diversity portfolio management across the State's affordable housing program.

How New York State Homes & Community Renewal replaced its legacy supplier diversity workflow with the AXI platform — selected over B2GNow and six other vendors — and what the new system delivers to DECO, developers, and contractors.

Client
NYS HCR · Division of Equal
Opportunity & Compliance (DECO)
Engagement
Since 2021 New v3 system launched 2026
Scope
Full supplier diversity
portfolio management
Standing
3rd highest MWBE utilizer
in New York State
$25 billion
5 YEAR HOUSING PROGRAM
90 days
From kickoff to first quarterly reporting
6
Dedicated AXI specialists
7 vendors
Outbid in the 2025 RFP — including B2GNow
Contents
01 · The engagement

A five‑year partnership, extended in open competition.

New York State Homes & Community Renewal (HCR) finances and oversees one of the country's largest affordable‑housing programs, working through seven affiliates — HFA, HFTC, SONYMA, AHC, MBBA, TSFC, and the central agency itself — and a constantly active portfolio of multi‑family construction. The Division of Equal Opportunity & Compliance (DECO) is the team responsible for ensuring that this portfolio meets New York's MWBE, SDVOB, and EEO Workforce obligations under Executive Law Articles 15‑A and 3.

AXI has supported DECO since 2021 under HFA Goal Setting Software contract #3386, providing goal setting, search, outreach, and waiver management for the HCR portfolio. In late 2025 HCR issued a new RFP to expand the engagement into full supplier diversity portfolio management — contract management, utilization reporting, compliance monitoring, workforce reporting, and impact reporting on top of the existing scope. AXI was awarded the contract in the Spring of 2026.

Procurement outcome

Selected over B2GNow and six other vendors.

HCR's 2025 RFP — "Supplier Diversity Compliance Solution" — evaluated proposals from B2GNow and six additional vendors against a full requirements set covering goal setting, certified search, outreach, utilization, workforce, waivers, analytics, and reporting. AXI was awarded the contract on the strength of fit to DECO's process, the depth of capability already configured for HCR over the prior five years, and a commercial structure built around predictability instead of usage billing.

This case study describes what AXI delivers to HCR — framed by the platform features and execution services that constitute AXI's standard offering. Every capability described here is available to any AXI client; the work in a new engagement is configuration, not custom development.

02 · The modernization

From a legacy portal workflow to a unified DECO workspace.

The supplier diversity workflow most authorities inherit is the same shape across the country: a legacy portal originally designed for federal DBE reporting, retrofitted for state MWBE programs, with the rest of the work happening offline in spreadsheets, email threads, and shared drives. The pattern is familiar — and it is what AXI's deployment at HCR replaces.

The modernization is end‑to‑end. Every phase of the DECO contract — from goal setting through close‑out — runs in the same workspace, against the same source data, with the same record format. Developers and prime contractors work in the same system as DECO staff; subcontractors affirm payments in the same system that issued the utilization report. Reporting against the portfolio runs on live records, not on data re‑keyed after the fact.

01
Goal setting
Per‑project goals anchored in availability across the AXI directory.
02
Outreach
Project‑level campaigns + CRM for documented GFE.
03
Utilization plan
Submission, review, approval — with HCR's existing process honored.
04
Performance
Payments, substitutions, and progress tracked against the plan.
05
Workforce
EEO plans, reports, and analytics — including geographic distribution.
06
Impact
Regional, district, and demographic reporting on the live portfolio.
"AXI has been a game changer that allows us to make quick decisions across university procurement. We incorporated AXI reporting tools into our workflow to document firm availability at the time of procurement decisions."
Tanya Pope · AVP University Supplier Diversity · Columbia University
03 · What AXI delivers

Twelve capabilities — the platform DECO actually runs on.

Each card below names a capability described in the HCR RFP and now in production on the HCR platform. Every capability is part of AXI's standard offering — the configuration is what is tuned to DECO's process.

Capability 01 · Compliance monitoring

One centralized workstation for DECO, developers, and contractors.

Project, compliance, and portfolio dashboards put the work in one surface. DECO staff and AXI execution services collaborate with developers and contractors in the same place — no parallel email threads, no exported spreadsheets, no portal handoffs.

For HCRConfigured for DECO's seven affiliates (HFA, HFTC, SONYMA, AHC, MBBA, TSFC, HCR) with toggles, filters, and views that surface each affiliate's projects independently.
Capability 02 · MWBE+SDVOB tracking

Integrated certified directory, refreshed daily.

AXI downloads the ESD MWBE and OGS SDVOB directories every day, scrubs and enriches the records with data from a dozen additional certified sources (NYC, PANYNJ, federal SAM, neighbor states), and merges everything into a single searchable directory. Each firm record is a profile, not a row.

For HCRDECO gets a private agency version of the directory — DECO staff can save internal notes against any firm so institutional knowledge survives team turnover.
Capability 03 · Search & matchmaking

Contract unbundling + compound search, 100× faster than manual.

Cost estimates parse into individual subcontracting opportunities. Each scope runs against AXI's unified trades map (NAICS + NIGP + CSI + keywords) with flexible geography and size filters. List‑management tools refine the result set before any outreach goes out.

For HCRThe same quick‑search experience that HCR's project teams have used for five years — now applied across the expanded contract management scope.
Capability 04 · Outreach & engagement

Project messaging, surveys, tracked engagement.

Each project has a built‑in messaging and survey center. Outbound campaigns target the firms surfaced in search, with delivery + read + response receipts tracked. A per‑project CRM captures phone calls, meetings, and ad‑hoc correspondence — so the GFE record assembles itself.

For HCROutreach metrics roll into the Connect analytics dashboard and into HCR's organization‑wide engagement view — visible at portfolio and project scope.
Capability 05 · Automated messaging

Status notifications across the contract lifecycle.

Programmatic notices for project creation, analyst assignment, developer assignment, utilization plan stages (pending / draft / affirmation / submission / acceptance / return), and workforce report stages. SMS for the time‑sensitive ones — like payment affirmations.

For HCRMessage templates written in DECO's existing language from day one — and editable on demand by DECO without a change order.
Capability 06 · Waiver Wizard

Standardized waiver preparation and review.

The Waiver Wizard is built around DECO's existing process and the NYS MWBE+SDVOB waiver requirements. Online preparation, prequalification for completeness, and integration of DECO's existing Certification of Good Faith Efforts forms — so every submitted waiver arrives in reviewable shape.

For HCRThe Waiver Wizard has been the engagement's flagship feature since 2021 — extended in the new contract to inbound‑filing management for the DECO review queue.
Capability 07 · Utilization compliance

Plan creation, review, quarterly reporting — in one path.

Developers and primes submit utilization plans in the same workspace DECO reviews them. Quarterly utilization reports generate against the plan; substitutions and amendments go through a tracked workflow; payment affirmation closes the loop on what was actually paid.

For HCRQuarterly export to ESD's NYSCS and to OGS for SDVOB filings — formatted to the State's pre‑formatted spreadsheets.
Capability 08 · EEO Workforce

Plans, reports, autofill, reminders — and a workforce dashboard.

Each project carries a workforce module: contractors fill out EEO Workforce Plans and Reports, autofill and guidance tools cut error rates, reminders drive timeliness. DECO gets an inbound‑filings dashboard plus analytics for portfolio‑level workforce reporting.

For HCRWorkforce analytics include geographic distribution by zip code — a view DECO uses to surface employment patterns in served communities.
Capability 09 · Mapping & 3‑D visualization

Mapbox‑powered analytics, including political‑district views.

The analytics layer uses Mapbox and modern visualization libraries for satellite mapping and 3‑D geographic analysis. Insights roll up by project, contractor, region, trade, ethnicity, gender, and State Senate / Assembly district.

For HCRDistrict‑level reporting — including individual Senate district detail pages — produced on demand for legislative briefings.
Capability 10 · Integrations

OpenAPI, ESD NYSCS, OGS, and HCR's BAM/SAP.

A flexible import pipeline absorbs information from any DECO source, including HCR's BAM (SAP). Outbound integrations push quarterly contract and PO utilization to ESD's NYSCS and OGS in their required pre‑formatted spreadsheets.

For HCRBAM integration scoped for MWBE+SDVOB reporting purposes as part of the new term.
Capability 11 · Reporting

Pre‑designed and custom report library.

An extensive library of pre‑designed reports tailored for DECO's existing preferences — project and portfolio performance, utilization, search, goals, outreach, engagement, geographic impact by region, political district, trade, certification, and demographics. Branded to HCR's color schema (HEX #43285D).

For HCRRegional Impact and other portfolio reports formatted as the artifact DECO actually circulates — internally, to the Board, and to legislators.
Capability 12 · Roles & oversight

DECO, developers, contractors, and subcontractors — distinct views.

Three account types are configured by default: DECO (full portfolio oversight), developers / primes (search, GFE, and compliance reporting on assigned projects), and subcontractors (payment affirmation and workforce reporting). Team‑oversight tools surface analyst workload and project assignment for DECO leadership.

For HCRProject‑analyst assignment is tracked across DECO's Upstate and Downstate teams — leadership has live transparency into workload distribution.
04 · The fit

Built around HCR's process — not a generic compliance portal.

The reason HCR ran a competitive procurement and selected AXI over the incumbent national portal is not a feature checkbox. It is the design philosophy: AXI treats each client's process as the design surface. DECO doesn't run the program the way DASNY runs the program, which isn't how SUNY Binghamton runs it, which isn't how Skanska runs it. The platform and the services adapt to that. Goal logic, search defaults, outreach cadence, message templates, report formats, button labels, color schema, the dashboards that load on sign‑in — all configurable.

The conventional compliance portal

One product, every authority, every workflow.

  • A single national template designed for federal DBE that retrofits to state MWBE programs unevenly.
  • Workflow steps and form fields that don't match the team's actual process.
  • Customization billed as professional services on top of license fees.
  • Per‑user, per‑project, or per‑transaction billing — growth becomes a budget event.
  • Reports that need to be re‑formatted offline before they can be circulated.
The AXI approach

One platform, configured to HCR's program.

  • Goal logic, search defaults, and outreach process configured to DECO's operating procedure.
  • Only the capabilities DECO actually uses — no modules cluttering the surface.
  • Configuration is part of the engagement — no separate professional‑services line item.
  • Unlimited users, projects, outreach campaigns, waivers, and reports — growth doesn't change the bill.
  • Reports branded to HCR's identity (HEX #43285D) and formatted as the artifact DECO actually sends.

That is the difference HCR's procurement evaluated against B2GNow and six other vendors. The result: AXI was awarded the contract.

05 · Commercial structure

A fixed monthly charge — predictable, all‑inclusive, easy to budget.

HCR's engagement, like every AXI enterprise engagement, is structured as a fixed monthly charge set at the start of the term and held flat through it. The monthly figure covers the full capability set — platform license, configuration, execution services, hosting and back‑end maintenance, training, and reporting — with no per‑user, per‑project, per‑message, or per‑waiver billing layered on top.

The practical effect for a state agency budget cycle is what matters: a budget line that does not move when the portfolio grows, when a busy quarter doubles outreach volume, when DECO adds an affiliate's projects mid‑term, or when a new report is needed on short notice. That predictability is what makes AXI easy to extend, easy to defend in budget review, and easy to forecast against multi‑year capital plans.

Pricing model

Fixed monthly charge · unlimited use.

One number per month, set at the start of the term, covering the full RFP scope. No usage tiers, no overage line items, no separate implementation or data‑migration fees, no per‑module unlocks.

  • Unlimited accounts across DECO, developers, contractors, and subcontractors.
  • Unlimited projects, waivers, reports, and outreach campaigns across the combined HFA/HCR portfolio.
  • Unlimited direct execution services — searches, goal reports, campaigns, compliance and report generation.
  • Unlimited training and 24/7 support via chat, phone, video, and email.
  • Zero implementation, set‑up, maintenance, or customization fees.
06 · Delivery

Turnkey — first quarterly reporting window in 90 days.

The HCR deployment is structured to land in time for the Q1 reporting window that opens July 1, 2026. The full data migration of active projects, contracts, and existing utilization / workforce plans is included — no separate implementation invoice. AXI's standard delivery timeline:

Day 1
DECO training · data migration · final customizations
Day 10
First report draft delivered for approval
Day 45
Data migration complete · contractor training begins
Day 60
Quarterly export reports finished (ESD + OGS)
Day 75
Year‑1 compliance report templates delivered
Day 90
First quarterly reporting window opens
Day 150
Year‑1 impact report templates delivered

The AXI team supporting HCR

Six full‑time NYS compliance and technology specialists are dedicated to the HCR engagement — three focused on DECO and contractor support and execution services, three on platform development, testing, and maintenance. The same team has worked on HCR's goal setting, GFE, and waiver platform since 2021. Onboarding and quarterly‑reporting peaks are anticipated workloads, not surprises.

5+ years
Of HCR domain expertise on the engagement team
Unlimited
One‑on‑one + group training, in‑person + virtual
24 / 7
Best‑efforts on‑demand support availability
07 · Reference

RFP requirements — coverage summary.

For reference, the requirement categories from HCR's 2025 Supplier Diversity Compliance Solution RFP that the AXI platform covers under the enterprise license. Each is in production today or scheduled within the 90‑day delivery window.

Compliance monitoring — centralized workstation for DECO, developers, contractors
Delivered
MWBE+SDVOB tracking — daily directory + project‑level capture across the lifecycle
Delivered
Regulatory compliance — Article 15‑A, Article 3, ESD & OGS quarterly submissions
Delivered
Search & matchmaking — contract unbundling, trades map, list management
Delivered
Outreach tools — project messaging, surveys, CRM, engagement analytics
Delivered
Automated messaging — project, plan, report status notices; SMS for time‑sensitive
Delivered
Project tracking — portfolio, compliance, and project dashboards + timelines
Delivered
Waiver process — Waiver Wizard, prequalification, DECO review queue
Delivered
Team oversight — analyst assignment, workload, performance metrics
Delivered
EEO workforce reporting — plans, reports, autofill, reminders, workforce dashboard
Delivered
Integrated directories — ESD MWBE + OGS SDVOB + 12 supplemental sources, daily refresh
Delivered
Mapping & 3‑D visualization — Mapbox, satellite, district analysis
Delivered
External integrations — OpenAPI, HCR BAM/SAP, ESD NYSCS, OGS submissions
Delivered
Custom reports — project, portfolio, geographic, political district, demographic
Delivered
Custom views — DECO / developer‑prime / subcontractor account types
Delivered
Secure sharing — invitation‑only access, granular entitlements, document control
Delivered
Training & ongoing support — unlimited 1:1 + group, in‑person + virtual
Delivered
Front‑end branding — HCR color schema (HEX #43285D), logos, imagery
Delivered
Continuous improvement — unlimited system enhancements across the term
Delivered

See the HCR DECO portal live.

A guided walkthrough of the platform configured for HCR's seven affiliates — and a conversation about how AXI can be configured for your authority's process. Same fixed monthly model, no implementation fees.