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AI- 8281   3. K.    
Commissioners Court - Special
Meeting Date: 03/21/2017  
Authorize a sole source purchase with CaseWorthy, Inc. for a client data collection system with web-portal function.
Submitted By: Elsa Saenz, Purchasing Department
Department: Purchasing Department  

Information
RECOMMENDATION
Authorize a sole source purchase with CaseWorthy, Inc. for a client data collection system with web-portal function.
BACKGROUND
The CaseWorthy™ software is a client data collection system that has a web portal where the clients can submit an application through the web and track their application to see if they will be receiving a benefit from the Social Services Department. The data capture/transfer/flow capabilities via the Web-Portal is almost limitless and include the ability to provide on-line, 24/7, Self-Service access to your agency’s Intake/Eligibility Applications, Consent forms, Assessments, Surveys, a Kiosk approach, Interactive Summer Camp sign-ups, Grants Management, Volunteer Management, Donor/Campaign Management, Single/Multiple-Tiered Approval Management, Receiving/Making Payments online, Employer Job Match and Client Job Match registration/searching and Comprehensive Document Management to uploads/downloads. The system as the ability to Interface with back-end Accounting Systems and other Software Systems.
DISCUSSION
Purchase in the amount of $99,100 for Year 1 (FY16/17) paid from Project No. 19218003 Social Services Management Software.  Annual service fee of $23,400 for Year 2 and $24,336 for Year 3 will be paid from Social Services Operating budget.  Combined 3 Year purchase is $146,836.

Budget Information
Information about available funds
Budgeted: Funds Available: Adjustment: Amount Available:
Unbudgeted: Funds NOT Available: Amendment:
Account Code(s) for Available Funds
1:
Fund Transfers

Attachments
Sole Source Letter
CaseWorthy Proposal

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