Dekalb County Schools CLEAR Proposal-Fin

AID 1753236 · View on Simbli

Agenda Item

b. CLEAR Attendance Zone Verification Software (Not to exceed $141,548)

Summary: Presented by: Presented by: Triscilla Weaver, Ph.D., Chief of Access & Opportunity, Division of Access & Opportunity
Request: It is requested that the DeKalb County School Board of Education (“the Board”) approve access and usage of THOMSON REUTERS CLEAR, a public record information database software not to exceed $141,548.
Why: DeKalb County School District relies on school registrars to review and process thousands of documents families enter into the Infinite Campus (IC) student information system to verify residency in our attendance boundary. This process is particularly difficult for schools with large grade band shifts, such as elementary to middle school and middle to high school. Through registrar interviews, school visits, and IC audits, we have discovered fidelity challenges and inaccurate documents leading to attendance zone imbalances.

Approval of a comprehensive attendance zone verification software will support registration across the district and will ensure we have accurate data in the student information system (Infinite Campus). CLEAR provides access to a comprehensive collection of public records information we will use to cross-reference family attendance zone documentation information. Annually, the registration team will run a batch verification process to determine accuracy and support families with attendance options and programs. The seven registration support staff will uphold the standard operating procedures (SOP) and run individual school requests and residency affidavits.

Please note this is a sole source vendor and documentation is attached.

The approval of this contract aligns with Strategic Goal Area 6: Organizational Excellence and Goal Area 2: School, Family, and Community Engagement.
Details: Approval of a comprehensive attendance zone verification software will support registration across the district and will ensure we have accurate data in the student information system (Infinite Campus). The CLEAR software will alert DSCD registration administrators of inconsistent addresses, and we will further review based on the SOP process (attached).

DCSD has several departments and programs for families that need support in providing documentation to complete annual verification and the new student registration process. We also have a team and process for families experiencing unstable or inadequate housing (McKinney Vento), as we want to be sensitive to these situations. Lastly, we have a process for families living with another family in the DCSD boundaries.

The registration team will allow 10 administrator users on the platform with strict search criteria guidelines. The student assignment leaders will use the CLEAR platform to run internal audits and manage families' safety and security.
Financial impact: The initial contract duration shall be effective through June 30, 2025.

The total budget for these services will be allocated from the supplies and materials (computer software) student assignment budget 100-2210-561200-00011-7010-9990-8010-092-0000 in the amount of $141,548.
Contact: Triscilla Weaver, Ph.D., Chief of Access and Opportunity, Division of Access & Opportunity, 678.676.0485
Ms. Sarita Smith, Executive Director of Student Assignments, Division of Access & Opportunity, 678.676.0207
Effective: Upon Board Approval
Status: Approved by the Office of Legal Affairs
  THOMSON REUTERS
  CLEAR PROPOSAL
                                       SUBMITTED: January 7, 2025




SUBMITTED TO:
Dekalb County School District
Sarita Smith, Executive Director, Student Assignment
Dr. Char-Shenda Covington, Director, School Choice
Petra Irvin, Student Assignment, Registration and Records




SUBMITTED BY:
Thomson Reuters
Tom Lewis
Sr. Account Executive
Phone: 336-324-0420
Email: tom.lewis@thomsonreuters.com
CLEAR FEATURES AND SERVICES
CLEAR provides current data sources, functionality, and exclusive offerings that comprise the most
comprehensive investigative platform available. CLEAR increases the efficiency and effectiveness of due
diligence and investigations by providing:

   An easy-to-use online interface with a dashboard presentation of results, including a display
    with investigative tools such as Quick Analysis Flags and Address Map.
   Access to vast collections of public records, publicly available information, and proprietary records on
    persons and businesses.
   Access to Web information, such as social networking sites, blogs, and news.
   Live gateways to real-time data from primary sources, and unique data available only in CLEAR, such as
    cell phone data from carriers.
   Tools to optimize use of the data, such as mapping, link charts, customizable reports, compatibility with
     i2 Analyst’s Notebook and other leading analytical platforms.
   Mobile access from most smart phones with Internet access.

Additionally, CLEAR users can be assured that their queries and results are protected via encryption, and
search and report requests are logged for security purposes. And agency account administrators can
manage user access and review search history and usage details through CLEAR’s account tools.

THE CLEAR INTERFACE
CLEAR provides a working environment that allows users streamlined and efficient access to the data that is
most relevant to their research and operations. CLEAR’s easy-to-use interface provides a customizable
dashboard for viewing results, making it easy to obtain an overview and see key information. All major
functionality is available from the top menu: Search, Results, Workspace, Account Tools, and Alerts. Users
begin their research by selecting one of the following templates from the Search menu: Person, Business,
Phone, License, Vehicles, Property, Watercraft, Court, and Search All.

                                                                                               CLEAR’s search
                                                                                               screens are easy
                                                                                               to navigate.
                                                                                               Person Search is
                                                                                               shown here,
                                                                                               along with the
                                                                                               list of other
                                                                                               available search
                                                                                               types. Standards
                                                                                               include:
                                                                                               Business, Phone,
                                                                                               License,
                                                                                               Vehicles,
                                                                                               Property,
                                                                                               Watercraft,
                                                                                               Court, and
                                                                                               Search All.
SEARCH FEATURES
CLEAR includes several functional features that allow users flexibility in their search criteria.
   Soundex phonetic searching helps with unusual or difficult spellings.
   Advanced name search options help find names that sound similar.
   Partial information (e.g., street names, email addresses, birthdates, license plate information) can be
    used as search criteria in several instances.

CLEAR uses Entity Resolved Database (ERD) technology to efficiently find all public records pertaining to a
subject. CLEAR’s ERD technology uses multiple data elements and identifiers to match records, and can
overcome partial and incomplete data, misspellings, and other errors often found in public data. CLEAR’s
ERD technology also factors demographic statistics into the matching process. CLEAR’s ERD technology
ensures that users obtain the full complement of available data on a subject.

REPORTS
CLEAR offers comprehensive reports for an individual or a company, as well as more streamlined reports. In
addition to the content from all relevant data sets, each of these reports allows users to include
information on relatives, associates, and neighbors, as well as other information.
   Contact Report – The Contact Report is streamlined to focus on information to assist in contacting an
    individual.
   Basic Report – The Basic Report contains subject information and related address information from the
    major consumer reporting bureaus, including live gateway calls (as available) that return the most up-
    to-date information available for the subject. Along with the information contained in the Contact
    Report, the Basic Report includes additional sections, such as businesses registered at the subject’s
    address, driver’s license information, and infractions.
   Individual Report – The Individual Report is a comprehensive report on a subject, including all of the
    sections mentioned in the Contact Report and Basic Report, as well as additional sections related to
    various assets, criminal records and traffic citations, arrests, infractions, UCC filings, bankruptcies, liens
    and judgments, lawsuits, dockets, professional licenses, other licenses, business affiliations, significant
    shareholders, political donors, voter registrations, marriages, divorces, and licensed drivers at subject’s
    address.
   Company Report – The Business Comprehensive Report sections include corporate record filings,
    information on private companies, small businesses, D&B records, business profile records, executive
    profile records, fictitious business names, employer ID numbers (FEIN), licenses, bankruptcies, liens and
    judgments, UCC filings, infractions, lawsuits, vehicles, real property, watercraft, people associated with
    the business, other businesses linked to the business address, and phone listings.
Reports are customizable to include additional information, such as information regarding relatives,
neighbors, and associates. Search results can be exported in CSV format for easy upload into a spreadsheet
or database. Reports can also be exported in Word or PDF format.

KEY DATA SETS
Each of the following data sets are available in the CLEAR subscription:

   Photo Images on Criminal Records—CLEAR provides photo images on arrest and criminal records.
    When available from the sources, these images will be displayed on arrest records, sex offender
    records, and selected Department of Correction records.
   Cell Phone Data— CLEAR’s phone data is the most comprehensive, current, and accurate data in the
    industry. No service other than CLEAR offers gateway access to real-time, nationwide phone data.
    Through this real-time gateway, CLEAR provides comprehensive phone data, including detailed carrier
    contact information, for cell phones, landlines, and VoIP. Additionally, the Phone Records data set
    provides access to hundreds of millions of phone records, including more than 200 million cell phone
    numbers, as well as landlines and VoIP numbers.
   Credit Reporting Bureaus—CLEAR provides government investigators and analysts with information
    originating from all three major credit reporting bureaus, including real-time header information from
    Experian and TransUnion in CLEAR’s comprehensive reports. This results in reports that provide more
    current address information. Other critical address information provided by credit reporting bureaus
    includes the high-risk address alert, which identifies addresses that may be associated with a
    propensity for fraud.
   Real-Time Vehicle Registration Data—CLEAR offers real-time gateway access to vehicle registration
    data for 45 jurisdictions, providing up-to-date information on vehicles and their registered owners.
   Global Business Data—CLEAR provides comprehensive data on business entities, including small and
    privately held companies as well as corporations. Business data sources also include Worldbase, a
    global offering of more than 200 million companies. This content includes both U.S. company
    information and international company information from 220 countries.

ADVANCED FEATURES AND CAPABILITIES

   Customizable Dashboard—CLEAR’s dashboard view allows users to get an immediate overview of a
    person or business and to quickly get a sense of potential risks associated with the subject. Users can
    customize the dashboard to ensure a focus on data that’s most relevant to them.
   Vital Statistics—CLEAR results include this feature, which provides a convenient summary of the key
    attributes and information from multiple sources for a subject.
   Linked Searching—CLEAR offers the ability to search from within search results, making it fast and
    convenient to dive deeper into returned data. Linked searches include: address, business name, driver’s
    license number, email address, person name, phone number, and Social Security number.
   Entity Resolution—CLEAR uses entity resolved database (ERD) technology to efficiently find all available
    public records pertaining to a subject. CLEAR’s ERD technology uses multiple data elements and
    identifiers to match records and can overcome partial and incomplete data, misspellings, etc. CLEAR’s
    ERD technology ensures that users obtain the full complement of available data on a subject.
   Relevance Scores—As results are returned in CLEAR, the most relevant records appear at the top of the
    result list.
   Data Source Transparency— In CLEAR, sources and their corresponding "reported dates" are provided
    with search results to provide maximum transparency to the user. The reported dates shown on
    records indicate the dates of the transaction or activity associated with the record at the source. In
    contrast, many providers of investigative database services list the date that the information was most
    recently updated in their database, and not when it was updated at the source. CLEAR shows the actual
    date of update in the source data. Additional source details, such as detailed coverage information and
    update frequencies, are provided in CLEAR’s Online Help, so that users can be assured of the credibility,
    reliability, and currentness of the data.
   User Preferences—CLEAR’s Preferences account tool allows users to create preferences for conducting
    linked searches, permissible uses, user profile, display order of dashboard modules, and regarding data
    included in the Quick Analysis Flags and Associate Analytics modules.
   Customized Reporting—In CLEAR, customers have several customizing options available and can create
    report templates by setting report preferences, identifying the sections to include, and setting the
    sequence in which sections are displayed.
   Workspace—The Workspace feature allows customers to save selected results and report data
    indefinitely and provides the ability to generate link-chart and map views of the data. Visualizing
    information on multiple subjects in a link-chart view makes it easier for investigators to discern possible
    connections or associations between subjects/entities.
   CLEAR Mobile Access—CLEAR users can access critical data on their smart phones and other mobile
    devices. CLEAR Mobile does not restrict data returns, so users have access to the same results
    information that they would on their computers, including Vital Statistics in search results and
    comprehensive reports. CLEAR automatically detects a user’s mobile device type and seamlessly logs in
    the user to a streamlined, mobile version.
   Compatibility with Analytical Programs—For investigators who need to conduct more powerful
    analysis on CLEAR results, CLEAR data can be readily integrated with i2 Analyst’s Notebook and Palantir.
    Additionally, CLEAR link charts can be easily dragged and dropped or exported into i2 Analyst’s
    Notebook.
   Google Maps Compatibility—CLEAR provides mapping of address data, powered by Google Maps, in
    several areas, including the Address Map and Map Analytics modules, Workspace, and in Search
    Results, by selecting the map icon located beside the address.
ADVANCED FEATURES AND CAPABILITIES

Thomson Reuters CLEAR® license plate recognition (LPR) is made up of unique and powerful CLEAR data
gateways, which grow at a rate of more than 150 million scans per month, allowing you to seamlessly identify
ownership details and nationwide location information. Through CLEAR LPR, you can leverage a whole fleet of
commercial vehicles and cameras gathering LPR data to quickly advance residency verification investigations.
BATCH SERVICES
Batch Services allows for searching thousands of subjects at once and provides for quick and easy file
submission and delivery of batch results that are easy to use and export. Additionally, with Batch Services,
Batch Search can be customized to deliver only the specific information needed, and Batch Alerts can be added
to provide ongoing monitoring of changes to information.




TRAINING
We offer training to our customers’ authorized users at no charge for the term of the contract. Thomson
Reuters offers various options to support a customer’s specific training requirements, including instructor-led
online classes, self-paced tutorials from within the CLEAR interface, personalized training by phone for specific
issues, regional seminars in various locations, and on-site training (as available).

SUPPORT
Live assistance is available 24/7 at our toll-free phone number for CLEAR support (877-242-1229). CLEAR
customer support also can be reached via e-mail at CLEAR@thomsonreuters.com. Additionally, we provide a
dedicated relationship manager to assist each customer with technical and general support.



ABOUT THOMSON REUTERS
Thomson Reuters is the world’s leading source of intelligent information for businesses and professionals.
We combine industry expertise with innovative technology to deliver critical information to leading decision
makers in the legal, tax and accounting, and media markets, powered by the world's most trusted news
organization. With headquarters in Toronto and major operations in Ann Arbor, Dallas, and Minneapolis/St.
Paul, Thomson Reuters employs more than 26,000 people in more than 90 countries. In 2018, revenues
were US $5.5 billion. More information about Thomson Reuters can be found at thomsonreuters.com.
CLEAR CONTENT
CLEAR provides access to a comprehensive collection of public records information, including the following:
 PERSON SEARCH                         LICENSE SEARCH                     COURT SEARCH
    Address Compilation                  Driver License                    Arrest Records
    Arrest Records                       Healthcare Licenses               Bankruptcy
    Canadian Phones                      National Provider Identifier      Criminal
    Criminal Records                      (NPI)                             Fugitives
    Driver Licenses                      Professional and Commercial       Global Sanctions
    Email Records                         Licenses                          Infractions (OFAC)
    Equifax                                                                 Lawsuits
                                       PHONE SEARCH
    Experian                                                                Liens and Judgments
                                          Reverse Phone Number Lookup
    Global Sanctions                                                        State and Federal Sanctions
                                          Business Phones
    Historical Credit Bureau                                                Uniform Commercial Code
                                          Canadian Business Phones
    Household Listings                                                      Warrants
                                          Canadian Phones
    Hunting and Fishing
                                          Dun & Bradstreet               INTELLECTUAL PROPERTY
     Licenses/Permits
                                          Experian                          State Trademarks
    Infractions (OFAC)                                                      International Patent Records
                                          Household Listings
    Motor Vehicle Service and                                               International Trademarks
                                          Marijuana-Related Businesses
     Warranty Records                                                        U.S. Copyrights
                                          Motor Vehicle Service and
    New Movers                                                              U.S. Federal Trademarks
                                           Warranty Records
    Obituary Records                                                        U.S. Patents and Applications
                                          Phone Records
    Phone Records
                                          TransUnion                     DATA HIGHLIGHTS
    Professional Licenses
                                          Worldbase                         Real-Time Gateways
    SSA Death
    State Death                                                             Locator Data
    TransUnion
                                       LICENSE SEARCH                        Global Business Information
    Voter Registration Records           Driver Licenses
    Warrants                             Healthcare Licenses
                                          Marijuana-Related Businesses
    Work Affiliations
                                          National Provider Identifier
 BUSINESS SEARCH                           (NPI)
    Business Phones                      Professional Licenses
    Business Profile Records
                                       VEHICLES SEARCH
    Canadian Business Phones
                                          Motor Vehicle Service and
    Corporations
    Dun & Bradstreet                      Warranty Records
    Executive Affiliation Records        Real-Time Motor Vehicles
                                           Gateway
    Executive Bios
                                          Vehicles
    Executive Profile Records
    Federal Employer Identification   PROPERTY SEARCH
     Number (FEIN)                      Real Property
    Fictitious Business Names (FBN)
    Global Sanctions                  WATERCRAFT SEARCH
    Infractions (OFAC)                   State Watercraft
    Phone Records                        U.S. Coast Guard Watercraft
    Worldbase
PRICE PROPOSAL
Thomson Reuters (d/b/a West Publishing Corporation) pricing proposal is as follows:

12-Month Agreement with 10 Users
  Proposed Content: CLEAR School District Package, Student Population 93,000
                         Up to 10 Individual CLEAR Users, 10,000 Alerts (MV’s and Affidavits),
           User Limit:
                         140,000 inputs of Batch Searches
        12-month contract
    $141,548 Annual Price                           Training is included           24/7 Technical/CLEAR Support


TERMS AND CONDITIONS:
All access to and usage of CLEAR is governed by the then-current Thomson Reuters General Terms and
Conditions, and the West Order Form. These documents will be incorporated by reference into and made
part of any contract awarded to West pursuant to this proposal.

CONTRACTING WITH WEST
Any contract resulting from this proposal will be with West Publishing Corporation. CLEAR service will begin
5-7 days following receipt of a fully executed, clean, and process-able Order Form, and after any necessary
credentialing has been completed.

OFFER ACCEPTANCE PERIOD
The terms of this price proposal are valid through June 30, 2025.

  Any contract resulting from this proposal will be with:
  Legal Contracting Entity                Corporate Address                           Federal Tax ID #: 41-
  West Publishing Corporation             610 Opperman Drive, Eagan, MN 55123         1426973
  Doing Business As (DBA)                 Remittance Address                          DUNS #: 14-850-8286
  West, a Thomson Reuters business        P.O. Box 6292, Carol Stream, IL 60197-      Cage Code: 89101
                                          6292