Specifications include, but are not limited to: A. Standards 1. Compliance with: a. U.S. Department of Housing and Urban Development b. U.S. Department of Treasury c. U.S. Office of Management & Budget Uniform Guidance B. Technological Needs 1. Web-based, software as a service (SaaS) 2. Vendor-hosted system with industry standard security measures 3. Ability to run on a wide array of hardware and operating systems 4. Planned updates will need to be scheduled with at least 7 days notice with both HCD and IT. C. Operational Needs 1. Client Management a. Profile Creation: Ability to create and manage client profiles with demographic information, contact details, and historical case data b. Case History: Maintain a detailed history of each client's interactions with the social services agency. 2. Case Tracking a. Case Assignment: Assign and reassign cases to caseworkers based on workload, specialization, or location. b. Status Updates: Track the current status of each case, including progress and deadlines. c. Alerts and Notifications: Send automated notifications to caseworkers for important milestones or deadlines. 3. Document Management a. Upload and Storage: Allow the uploading and storage of client documents, forms, and evidence. b. Version Control: Maintain a record of document versions and revisions. c. Access Control: Implement role-based access controls to ensure data privacy and security
