The agency is seeking a vendor to provide and implement an enterprise case management and student success solution, delivered as a SaaS (Software as a Service) product. The solution will be deployed across multiple units within the agency and is intended to streamline case intake, automate workflows, support reporting and compliance, and integrate seamlessly with existing agency systems.

Key requirements include the ability to enable structured case intake through configurable forms, workflow automation for handling cases from intake through to resolution, and role-based secured access to ensure appropriate privacy protections. The system must allow for shared documentation, structured referrals, collaborative case management, and must support case notes, attachments, and comprehensive communication tracking. Additionally, the platform should include tools for customizable dashboards, reports, and early alert indicators for academic or behavioral concerns, facilitating timely outreach to students. Integration capabilities with both current and future campus technology systems are essential. The contract for this solution will span three years.

All vendor questions must be submitted by March 20, 2026.