Client Tracking & Intake Software

The Community Action Corporation of South Texas (CACOST) is seeking proposals for Client Tracking and Intake Software to meet their workflow tracking, client intake, payment processing, call center operations, reporting, and support needs. The agreement will be for a one-year term, and CACOST is requesting demonstrations of the proposed solutions to be made available to their staff for review. Proposals are due by December 6, 2023, at 5:00 PM CST, and CACOST anticipates awarding a contract on January 8, 2024. The RFP outlines specific requirements for the proposed software, including accessibility via web or mobile devices, electronic signatures, payment processing, call center support, and reporting capabilities. Proposers must provide pricing for a one-year contract and include all costs associated with deployment.

CACOST encourages participation from small, women, and minority-owned businesses, and will evaluate proposals based on pricing, qualifications, functionality, and training/support. The procurement is limited to the jurisdiction of Jim Wells County, Texas (FIPS code 48249). CACOST has not provided any information on incumbent vendors or current contractors, nor any budget range or award value for this procurement.