Brand Name Specification~1.pdf

ATTACHMENT 1

DETERMINATION OF BRAND NAME SPECIFICATION

Requestor: Katie Mijaries Thompson/Josh Goller Agency/division: ODHS – Vocational Rehabilitation, herein after referred to as

“Agency” Program/office: Work Incentives Network

Agency Brand name statute/rule: Brand name authority:

ODHS OAR 125-247-0275 ORS 279B.075

Total estimated cost: $12,000.00

1. Background: This sole source justification applies to the purchase of:

ODHS maintains The Work Incentives Network (WIN) per ORS 657.067 in response to Title IV of the Social Security Act. WIN provides individualized written analysis and guidance for Oregonians with disabilities on how employment affects federal and state benefits programs, such as Social Security disability benefits.

Vocational Rehabilitation (VR) has been leveraging HotDocs since 2008 or 2009 to meet this mandate. The analysis and advisement conducted with HotDocs is highly technical and this report writing software enhances the quality of VR’s reports and ensures accurate and consistent information across the program. HotDocs allows VR to build and edit templates that are used by contractors for Benefits Summary & Analysis (BSA) reports.

For the past 16-17 years, the WIN contractors have maintained a separate licensing account from the ODHS contract. The WIN contractor has in turn submitted for reimbursement for these licenses. In efforts to increase visibility, retain control of licenses, and ensure State procurement processes are honored, VR is requesting to merge the two contracts in 2025.

HotDocs was originally selected as it is the software historically used by the Social Security Administration for their Work Incentives Planning and Assistance (WIPA) program, a program which helps set best practice standards for benefits planning throughout the nation. When this was originally selected, HotDocs was an on-premise perpetual software license on a physical disc.

HotDocs Advance is a cloud-based platform that enables end-to-end document assembly using templates created in HotDocs Author or Developer. The team is currently leveraging the features of HotDocs Author on a daily basis. Key features include:

• Template Deployment & Management: Upload templates from HotDocs Author to the Advance web app, assign them to work groups, and control access via user groups

• Scalability: From a single template, users can generate thousands of individualized documents. Once uploaded, a template can be reused by unlimited (licensed) users across cases or projects

• Workflow Organization: Administrators create “work items” that group the template, interview data, and output documents, helping manage document production in context (e.g., client matters)

• User Access & Permissions: Licenses are assigned to named individual users, grouped via user groups and work groups, with granular access control to specific templates and workflows

HotDocs has unmatched modeling power and logic. Its logic engine supports advanced scripting—IF/THEN logic, repeating loops, computed fields, variables—and handles extremely complex, multi-page, conditional documents with precision. VR has not found an alternative that matches HotDoc’s depth in automating nuanced documents like legal pleadings, trusts, or regulatory forms within the same price range. HotDocs also has strong security measures and has been trusted since the 1990s in legal, financial, government, and insurance sectors for its accuracy, auditability, and template governance. HotDocs allows reusable components across different templates, even across Word and PDF formats. This modularity simplifies maintenance as common clauses can be updated globally allowing for complex and accurate BSA reporting with minimal VR staff resources to manage the workflows.

2. Brand name to be acquired:

Legal entity name: HotDocs Corporation

DBA: Mitratech Holdings Inc.

Address: 13301 Galleria Circle, Bldg. B, Suite 200, Bee Cave, TX 78738

Contact person: Scott Myers

Phone: 414-963-5859

Email: scott.myers@mitratech.com

3. Findings to satisfy required standards:

Use of a brand name specification is unlikely to encourage favoritism in the awarding of public contracts or substantially diminish competition for public contracts because:

or Use of a brand name specification would result in substantial cost savings to the agency or the public because:

or

There is only one manufacturer or seller of the product of the quality, performance or functionality required; because: Attached Sole Source letter from HotDocs.

or The efficient utilization of existing goods requires the acquisition of compatible goods or services because:

FINDINGS

The findings are accepted, adopted, and incorporated by reference herein.