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Meeting Date: 06/21/2024  
Solicit Proposals for Client Management Software for CAA
Submitted for: Joe Lopez Submitted By: Joe Lopez
Department: Purchasing  

Subject:
Discussion and possible action to authorize the Purchasing Agent to solicit proposals for Client Tracking Management Software for the Community Action Agency (CAA) Social Services pursuant to the Professional Services Procurement Act and any other matters incident thereto. [Account #2368-5170-521-457008 (Community Service Block Grant – Social Service-C.A.A.-Contractual)]  

Issue: The agreement with the current client tracking system has expired. On March 11, 2024, Commissioners Court rejected all proposals for this project under RFP 2024-005.  The CAA Director is recommending securing new proposals for this project, which requires a new solicitation. 

Solution: Consideration to authorize the Purchasing Agent to solicit formal proposals for Client Tracking Management Software for CAA. This software will be covered by grant funds.  

Result: Secure new proposals and recommend award of best value proposal to continue application intake through a client tracking system, offering a more accurate and timely process for intake.
Background:
N/A 
Previous Court Action:
On March 11, 2024, item 25, the Commissioners Court rejected all proposals due to lack of acceptable options as recommended by the Scoring Committee. 

Fiscal Impact
Budget Account Number: 2368-5170-521-457008
Funding Source: CAA Contractual
Balance: $7,828.00
Financial Impact:
2368-5170-521-547008 ((Community Service Block Grant -Social Service-C.A.A.-Contractual)
$7,282.00

    

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