SW-121207 - USA (Texas) - Cloud-Based Case Management Software - Deadline November 6,2026

(1) Vendor needs to provide cloud–based case management software. • Provide, configure, implement, migrate data to, train users on, host, maintain, and support a cloud–based customer management software• Solution shall be scalable, secure, user–friendly, and configurable to meet current and future program requirements without unreasonable dependence on vendor programming.• Secure, mobile–friendly portal accessible through current web browsers and common mobile devices• Secure upload of supporting documentation in common formats with file validation• Account creation, identity verification, password reset, save–and–return, and application history.• Help–desk support through telephone, email, and an online service portal during stated support hours.• Create and maintain a centralized profile for each client and household.• Capture demographics, contact information, household composition, relationships, income, benefits, expenses, housing, utilities, and other program–defined data.• Support multiple programs, grants, contracts, service categories, vendors, funding periods, and funding sources.• Track application status, including received, incomplete, pending, under review, approved, denied, withdrawn, waitlisted, and closed.• Securely upload, scan, classify, index, view, download, and associate documents with the correct record.• Support configurable document types, effective dates, expiration dates, review status, and missing–document indicators.• Data assessment, mapping, cleansing rules, migration, reconciliation, and validation.(2) All the questions must be submitted no later than October 29, 2026. (3) The contract period will be for one year.