Community Service Agency Case Management Software

Hidalgo County is seeking a cloud-based customer management and case management system for its Community Service Agency, including implementation, data migration, training, hosting, and ongoing support.

Hidalgo County > Purchasing Department


General
Open
26-0480-11-06-03-REBID
Nov 06, 2026 09:00 PM
Oct 24, 2026 11:00 AM
1 year base + 2 × 1 year options
Request for Proposal (RFP)
Local
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Original Solicitation Links
Contact
pablo.granados@co.hidalgo.tx.us
+19563182626
2802 South Business Highway 281, Edinburg, TX, USA
Submission Instructions

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Step 2

Mail
Hidalgo County Purchasing Department, Administration Building, Attn: Pablo Granados, Contract Specialist II, 2802 S. Business Hwy. 281, Edinburg, Texas 78539
Description

Hidalgo County’s Community Service Agency seeks a qualified vendor to provide a cloud-based customer management and case management solution for managing client and household information across assistance programs. The solution must support bilingual English- and Spanish-language application intake, eligibility determinations, service authorization, referrals, document management, client communications, reporting, security, and data portability. It must also support integrations with approved platforms and voice, chatbot, or AI communication tools. The scope includes software licenses for at least 40 users, hosting, configuration, data migration, implementation and project management, testing, documentation, user training, and ongoing maintenance and support. Proposals are evaluated equally on experience and qualifications, proposed approach, references, and pricing. The initial contract term is one year, with two optional one-year extensions.

Classification Codes
NAICS541512Computer Systems Design Services
PSCDA10Support services, delivered as a service contract (SaaS or Subscription) involved with the analysis, design, development, code, test and release packaging services associated with application development projects, as well as off-the-shelf Business software.
Smart Codes
case management softwarecloud customer management softwaresoftware implementation services
Specifications
Supply & Service
Timeline
Oct 29, 2026 10:00 PM-Questions Submission Deadline
Oct 30, 2026 11:00 PM-Question Response Deadline
Nov 06, 2026 09:00 PM-Proposal Submission Deadline
Requirements
Required
  • Comprehensive General Liability — $500,000.00
  • Automobile Liability — $500,000.00
  • Uninsured/Underinsured Motorist — $500,000.00
  • Workers Compensation
Scored
  • Minimum 4 references
  • Within the last 2 years
  • Client point of contact required for each reference
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