AI-Powered Intake and Referral Assistant Service

The agency is seeking a vendor to design and implement a secure, internally facing AI-powered Intake and Referral Assistant service to support intake staff. This system must serve as a just-in-time reference for staff who do not perform intake daily, ensuring that eligibility, funding, and routing decisions remain consistent across all users. The project aims to solve the challenge of inconsistent decision-making by mapping cases to the correct office within the agency's thirteen-county service area. The scope of work requires an inventory and assessment of relevant PDFs, spreadsheets, and policy manuals, alongside the identification of high-risk eligibility and compliance areas. The selected vendor must conduct stakeholder interviews, perform taxonomy mapping, and complete current-state process mapping, which includes reviewing the agency's recent intake evaluation. The final system must flag when multiple funding sources apply, when no funded program covers a matter, or when a specialized practice unit is required. Eligible bidders must be onshore organizations based solely in the United States. The agency allows the performance of the work to be conducted offsite. Bidders must submit their proposals digitally via email or online, and the agency is currently looking for proposals to determine the budget. The agency requires all questions regarding this opportunity to be submitted no later than June 10, 2026. The evaluation of proposals will be based on the submitted digital responses.