Tulsa County
Request for Proposal
Case Management System
REQUEST FOR PROPOSAL
FOR
CASE MANAGEMENT SYSTEM
PURPOSE:
The Board of County Commissioners on behalf of Tulsa County Court Services and
Tulsa County Public Defender’s Office, Tulsa County, Oklahoma, is soliciting proposals
for a Case Management Software System. It is the intent to enter into a contract for
software and services as described herein.
INSTRUCTIONS TO PROPOSERS:
Firms or companies desiring to provide a solution, as described in the Scope of Work
and its attachments, must submit one (1) signed original proposal including the original
signed and notarized “Affidavit for Filing with Competitive Bid”, W-9, five (5) additional
printed copies, and a CD or DVD containing all printed materials in the original proposal
no later than 4:00 p.m. Central Time on Friday February 5, 2010 to be opened
February 8, 2010.
The Office of the Tulsa County Clerk
Tulsa County Administration Building, Room 117
500 South Denver
Tulsa, OK 74103
The signed original, Affidavit, W-9, and additional printed copies and the electronic copy
must be received by the time and at the place mentioned above.
All proposals will be opened publicly, and the names of all proposers will be read aloud.
Proposals received after the specified time will not be considered. The time/date
stamp clock located in the Tulsa County Clerk’s Office will serve as the official authority
to determine lateness of any proposal.
Tulsa County
Request for Proposal
Case Management System
TERMS AND CONDITIONS:
1.
The Tulsa County Board of County Commissioners reserves the right to accept
or reject any or all proposals, in whole or in part, with or without cause, to waive
technicalities or minor irregularities, or to accept the proposal which, in its sole
judgment, best serves the interests of Tulsa County or to award a contract to the
next most qualified proposer if a successful contract cannot be negotiated with
the selected vendor within thirty (30) days after the award of the proposal.
2.
The Tulsa County Board of County Commissioners reserves the right to request
clarification of information submitted and to request additional information of one
or more proposers.
3.
Any proposal may be withdrawn until the date and time set above for the
submission of the proposals
4.
The contract resulting from the acceptance of a proposal shall include both the
RFP and submitted proposal as attachments.
5.
The successful proposer shall not assign any interest in the contract and shall
not transfer any interest in the same without prior written consent of the Tulsa
County Board of County Commissioners.
6.
A proposer may wish to sub-contract a portion of the work or combine its talents
and resources with another proposer in responding to this Request for Proposals.
However, in those instances, a prime proposer must be designated that will be
accountable for the entire proposal and any contract that may result.
7.
Costs for preparation of a response to this Request for Proposal are solely those
of the proposer. The Tulsa County Board of County Commissioners assumes no
responsibility for any such costs incurred by the proposer. All proposals become
the property of the Tulsa County Board of County Commissioners and are
subject to the Oklahoma public records law.
8.
The proposer receiving the award will obtain or possess the following insurance
coverage, and will provide Certificates of Insurance to Tulsa County to verify
such coverage.
•
Workers' Compensation - The proposer shall provide coverage for its
employees with statutory workers' compensation limits in compliance as set
forth by the laws of the State of Oklahoma.
Tulsa County
Request for Proposal
Case Management System
•
9.
Commercial General Liability – In the amounts of not less than
$100,000/$300,000/$100,000 with $1,000,000 in the aggregate naming the
Tulsa County Board of County Commissioners as additional insured.
The Tulsa County Board of County Commissioners may short-list several
companies’ proposals, request oral onsite presentations, and then visit the
locations where the proposer’s Case Management System is installed in order to
assess how the proposer’s system will meet Tulsa County’s needs prior to the
final acceptance of a proposal.
QUESTIONS REGARDING THIS RFP:
Except as specified below, a proposer shall not direct any queries or statements
concerning its proposal to the Tulsa County staff during the selection process, from the
time of release of the RFP until the execution of a contract.
All questions or concerns regarding this Request for Proposal must be submitted in
writing – by letter, fax, or email to:
Linda Dorrell, Tulsa County Purchasing Director
500 South Denver
Tulsa, OK 74103
(fax) (918) 596-4647
(email) ldorrell@tulsacounty.org
All questions must be received no later than 4:00 p.m. January 14, 2010. All questions
and responses will be provided to all proposers in the form of a formal addendum no
later than January 25, 2010.
ON-SITE VISIT
The mandatory pre-bid conference will be held Wednesday, January 6, 2010 at 1:30 p.m.
at:
Tulsa County Administration Building
Room 119
500 South Denver
Tulsa, OK 74103
Tulsa County will provide a walk-thru of the Court Services records area with a question
and answer session to follow. This will be a mandatory meeting, responses will not
be accepted from vendors not attending the meeting.
Tulsa County
Request for Proposal
Case Management System
PROPOSAL FORMAT:
Proposers must respond in the format delineated below:
1. Deliver the proposal in a sealed envelope or box clearly marked as a proposal for
the Case Management System
2. Qualifications of Staff
A. Include a listing and brief resumes of key staff to be assigned to provide the
required services, describing experience, training, and education in the
required services.
B. Identify staff experience working with governmental entities and list those
projects.
C. Identify the project manager who will be in charge of the project for the
proposer from commencement until completion.
3. Qualifications of the Firm
A. Provide a description and history of the firm focusing on previous similar
experience. Preference may be given to similar services provided to other
county recorders.
B. List at least five (5) references for which the firm has performed work similar
in nature and volume, including the contact name, address, telephone
number, e-mail address, and date of the contract.
4. Technical Approach
A. Provide a statement in response to each specification in the Scope of Work
(Attachment A). Product literature or brochures may also be included.
B. Proposers may offer alternative solutions/options to achieve successful
completion of the Scope of Work outlined.
C. Provide a detailed description of the firm’s approach to the project, delineating
phases, if any, and including your “best professional judgment” time line for
delivery of services. If phases are utilized or recommended, indicate costs
per phase on the Fee Schedule (Attachment B). Be sure to include testing,
quality control, and staff training.
D. Confirm the firm’s agreement to deliver the software to meet the requirements
of this Request for Proposal.
E. Provide specifications for any hardware which the proposer believes needs to
be on site to fulfill the requirements of the Scope of Work. Tulsa County
intends to purchase any hardware needed for this project directly from
hardware vendors.
Tulsa County
Request for Proposal
Case Management System
5. Fee Schedule
A. Each Proposer must complete and submit the Fee Schedule included herein
as Attachment B. The fees shall include ALL costs associated with
performance of the contract including travel and out-of-pocket expenses.
B. Additional information may be attached to the Fee Schedule in order to clarify
further the detailed cost proposal(s), reflecting various components of the
proposal.
C. All prices must reflect services delivered and ready for use to:
Tulsa County
Tulsa County Administration Building
500 South Denver
Tulsa, Oklahoma, 74103
6. Additional Forms to Be Submitted
A. Affidavit for filing competitive bid (Attachment C)
B. W-9 Request for Taxpayer Identification Number and Certification (Attachment D)
Event Calendar
Issue the RFP
December 7, 2009
9:30 AM
Mandatory meeting
January 6, 2010
1:30 PM
Deadline for questions
January 14, 2010
4:00 PM
Deadline for answers
January 25, 2010
4:00 PM
RFP responses due
February 5, 2010
4:00 PM
Open RFP responses
February 8, 2010
9:30 AM
Tulsa County
Request for Proposal
Case Management System
SELECTION CRITERIA FOR FINALISTS:
CRITERIA
WEIGHT
Qualifications of Staff
Qualifications of Firm
Technical Approach
References
Fee Schedule/Proposal
TOTAL
10
15
35
15
25
100
A selection team made up of representatives from Tulsa County’s Court Services,
Public Defender, Purchasing and IT departments will evaluate all submitted proposals
based on the above criteria. Representatives from Tulsa County may visit locations in
which these systems are installed to receive first-hand information about the product(s).
Tulsa County reserves the right to request clarification of information submitted and to
request additional information of one or more proposers.
Attachments
Attachment A
Attachment B
Attachment C
Attachment D
Attachment E
Attachment F
Attachment G
Scope of Work
Fee Proposal
Affidavit for filing competitive bid
W-9 Request for Taxpayer Identification Number and Certification
Background Information on Court Services Current Operations
Background Information on Public Defenders Current Operations
Glossary of Acronyms and Terminology
REQUEST FOR PROPOSAL
FOR
CASE MANAGEMENT SYSTEM
SCOPE OF WORK
The Tulsa County staff may evaluate the proposals by demonstrations at
Tulsa County and/or off-site visits to clients of the proposer with the system installed.
The Tulsa County Board of County Commissioners is not willing to consider a hosted solution. Tulsa County will provide all necessary hardware. Proposer will be
required to provide recommended hardware list, including but not limited to, servers, work stations, scanners, printers, operating systems, scanning software, and any
other software.
The case management software application, the software application should include the following:
Section A: GENERAL REQUIREMENTS and DESIGN
A
A
A
A
A
A
1
2
3
4
5
6
Requirement
The software application should be compatible with Microsoft Windows Server 2003 R2
Vendor should supply hardware requirements for the software application.
The software application provider must have an established and stable customer base in the United States.
What versions of MS SQL Server are supported (2000, 2005, etc)?
The software application should be deployed and updated from a central server(s).
The software application should be installed, working and in use by other probation and public defender jurisdictions.
A 7 The software application should not require administrator-level access for updates on system user workstations.
A 8 The software application must integrate with Microsoft Exchange.
A 9 The software application should be fully accessible and usable via a web browser (Windows Internet Explorer preferred)
by any authorized user with authorized access without the purchase of additional thin-client software.
A 10 The software application should utilize N-tier architecture.
A 11 The software application should provide the ability for Tulsa County application administrator(s) to define required fields
and screens.
A 12 Screen configuration and display should be configurable by Tulsa County application administrator(s).
A 13 All screen displays, fields, coded values and system views must be entirely defined by Tulsa County and provide each user
their own view of the case management application based on system login, and agency/sub-agency involvement.
A 14 Each functional group, user, team must have a unique view of the case management application, while still providing
Tulsa County Administrators a global view on all system performance, cases and name/party records.
A 15 The software application should provide agency definable “dashboard” functionality for each user, functional group,
team to display key reports, searches and displays providing the user a view of their cases, calendar, and reports.
Comply
Yes
No
Explanation / Descriptions
Requirement
Yes
A 16 The software application should be GJXDM / NIEM compatible.
A 17 The software application's database design should be normalized, for example, name/party records must be entered only
once and associated to other database tables.
A 18 The software application should support unified case management. For example, Tulsa County can define an unlimited
number of additional case types, without the purchase of additional case type specific modules.
Each Tulsa County defined case type should support the following functionality: A19 - A21
A 19 When Tulsa County case types are entered, only those codes and values (i.e. events, documents, and statutes) that are
applicable to those case types are displayed and available for entry for systems users.
A 20 Only those Tulsa County defined users, or groups of users can add or access Tulsa County specified case types.
A 21 Each Tulsa County defined case type can have different Tulsa County defined business rules.
Vendor must fully describe limitations and functionality of reporting tool(s): A22 - A27
A 22 Provide drill down / hyperlink functionality (i.e. clicking on a hyperlinked case will open up the case record in the case
management system).
A 23 Provide automated, scheduled email reporting to staff and external stakeholders using Microsoft Exchange. (i.e. every
Thursday, report is delivered to Judge email inbox.)
A 24 Provide graphing functionality (i.e. ability to use pie charts and graphs).
A 25 Ability to export and print all report contents. Export to multiple formats, without the purchase of additional third party
software. (Please specify export formats)
A 26 The software application should provide secure, view only access via the web for staff, administration, external case
participants or Tulsa County stakeholders (e.g. law enforcement officers, judges).
A 27 For security purposes the data accessed must be able to be defined by Tulsa County technical staff based on groups,
roles, or users. For example, a court officer can only query certain data of the software application while administrators
can query the entire application database.
Databse Connectivity and Architecture:
A 28 Does your product use ODBC or another adapter interface to connect to the database or is a direct connection used?
Provide additional explanation if required
A 29 What type of database security is supported? Ie, windows, SQL logins, domain groups, etc.
A 30 Does the initiall supplied database include application or functional level roles to which users and groups can be
assigned?
A 31 Do you use triggers and stored procedurs? If so, provide examples of how they are used.
A 32 What naming conventions do you follow to name your database objects? For example,what it the name of a typical
table, stored procedure, trigger, view and other database objects?
A 33
Can transactions be rolled back off the database once they have been committed? If so, how is this achieved.
Section B: GENERAL SYSTEM USE
No
Explanation / Descriptions
Comply
Requirement
Yes
B 1 The software application should maximize the use of function/hot keys for single-keystroke execution of key commands,
drop down codes, save, search and navigation functions.
B 2 Function/hot keys definition should be completely defined by Tulsa County Administrator.
B 3 Data entry screens should not allow the entry or modification of data until users explicitly instruct the application to do
so.
B 4 The software application should provide for the mandatory use of agency-specified “codes” in certain fields.
B 5 The software application should provide the ability for system or warning prompts to be displayed based on Tulsa County
defined business rules.
B 6 Tulsa County may have the need for mandatory fields; some may be agency specific. Tulsa County administrator should
have the ability to include these required fields on the necessary screens.
B 7 Based on Tulsa County business rules, selected fields must be required based on other field values. For example, cases
cannot be closed without a disposition. Vendor should describe any and all limitations.
No
Explanation / Descriptions
Requirement
Yes
B 8 Tulsa County administrator should have the ability to define free form notes on selected data entry screens if not already
included with the solution. Vendor should describe notes options.
B 9 Only fields and case documents should be visible based on other fields. For example, juvenile cases will only display those
documents, case plans, and events that apply to juvenile cases.
B 10 The software application should allow for easy modifications or additions to drop down menus.
B 11 The software application should support auto-filtering on all coded lookup fields, e.g., typing 'M' in the Gender fields
automatically fills 'Male' in the data entry box.
B 12 The software application should store and link information with the appropriate case, using electronic case folders that
contain automatically generated documents or any valid system file.
B 13 The software application should be able to track correspondence by individual and by individual involvement to a
particular case.
B 14 The software application should provide a method for automatically linking/triggering events, case status changes,
documents, and correspondence (i.e. a certain event will automatically trigger a document).
B 15 The software application should allow for the ability to open any third party software application, file or website from the
software application (i.e. Westlaw, Lexis-Nexis, and Internet Explorer).
B 16 The software application should allow for renaming any or all system fields to meet local agency or user requirements.
No
Explanation / Descriptions
B 17 The software application should include or allow a method to prioritize case assignments for staff.
B 18 Describe the method used by the software application to support multiple agencies and/or divisions (i.e. Can they share
selected master files, does each agency require a separate DB, or other method).
B 19 The software application should include the ability to electronically route cases, work tasks and notify system users of
those routed items.
Section C: INQUIRIES
Comply
Requirement
Yes
C 1 The software application should provide global, web-style searching which ranks, sorts and lists search results to quickly
locate case and name records. Each search result should provide link for name and case access.
C 2 The software application should provide the ability to search for records using almost any data or combination of data
contained within the record(s) and display or export search results. (Please specify export format options)
No
Explanation / Descriptions
C 3 The software application should provide the ability to search on parts of names, addresses, and other data elements and
display or export in multiple formats all search results. (Please specify export format options)
C 4 The software application should provide the ability to search on ranges of information in applicable fields, such as date
and prioritized fields and display or export in multiple formats all search results. (Please specify export format options)
C 5 The software application should permit Soundex name search.
C 6 The software application should provide for administration and managerial searches to be conducted on screen, and
provide number counts of search performed globally, and by users or groups (e.g., number of cases of certain type, with
certain status will visually display how many records met the criteria).
C 7 The software application should be capable of restricting searches performed by system users, or groups based on
Application Administrator defined setup.
Section D: SECURITY AND DESIGN
Comply
Requirement
Yes
D 1 Please explain how software utilizes Microsoft Active Directory.
D 2 Security measures must ensure the confidentiality of all data within the software application. A unique login and
password must be available to each user, and must be associated to the defined application for each user.
No
Explanation / Descriptions
Requirement
Yes
D 3 The software application should support the use of user or group access rights to restrict or grant access to specific data
or content.
D 4 The software application administrator must be able to maintain a security system as directed by Tulsa County
Administrator which can be modified in minutes with no programming required. Please explain internal security for
software application.
D 5 The software application should provide multi-agency, multi-division, and multi-jurisdiction security for Case records such
that employees of one agency can be restricted from viewing/modifying/inserting/deleting the Case records and
subsequent case type coded values of another agency.
No
Explanation / Descriptions
D 6 The software application should provide for security based on the type of case, for example, access to juvenile cases can
be restricted to authorized users or groups.
D 7 The software application should provide for security based on the type of name, for example, access to confidential name
types can be restricted to authorized users or groups.
D 8 The software application should provide for security on at least the following levels: table, function
(viewing/modifying/inserting/deleting) fields, coded values and case type.
D 9 For specified data, such as name and case information, the software application should track the date, time, and login of
the person who added the record, and the date, time, and login of the person who last modified the record. Please
describe auditing features of software application.
D 10 The software application should allow an authorized application administrator to define what departmental functions a
user or group can access.
D 11 The software application should provide comprehensive auditing and logging giving administrators a granular view of
what data is being edited, viewed, deleted, and added by system users with date/timestamp.
Section E: REPORTING
Requirement
E 1 The software application should provide integrated reporting from the case management system.
E 2 The software application should include a report writer to create custom reports for statistical and managerial reports.
E 3 Application Administrator should have the ability to apply user or group security for any or all supplied or custom
developed reports.
E 4 The software application should provide the ability for reports to be exported to multiple formats without the purchase
of additional third party software. (Please specify export format options)
E 5 The software application should provide the ability for reports to be distributed to and viewed by personnel not using the
application.
E 6 Does the report writer allow reports to be created using multiple paper sizes and viewing layouts? Please describe.
E 7 The software application should include a collection of commonly used standard reports.
E 8 The software application should allow the general user to easily run reports without having any report writing knowledge.
E 9 The software application should allow for the placement of reports in user-defined locations in order for eased execution
of reports. (e.g. calendar reports are run from the calendar screens or tables, financial reports are run from the financial
screens or tables, etc.)
E 10 The software applications business and event rule system must allow for system reports to be automatically generated
based on event and Tulsa County defined rules.
E 11 The software application should provide for the ability to automatically email Application Administrator defined system
reports to key involved people based on Tulsa County defined event and business rules using Microsoft Exchange.
Comply
Yes
No
Explanation / Descriptions
Requirement
Yes
E 12 The software application should provide the ability to distribute supervision reports electronically to other agencies who
are not system users (e.g., courts, court support agencies, CJ agencies, and Non-CJ agencies) in accordance with Tulsa
County rules, or procedures based on Tulsa County defined business rules.
Each Tulsa County defined case type should support the following functionality: E13 -E24
E 13 The software application should capture and track number and duration of staff activities by user-specified criteria such
as assigned staff and type of activity.
E 14 The software application should be able to produce information showing required court appearances or other activities
by probation officer.
E 15 The software application should be able to produce reports that summarizes scheduled activities (e.g., by probation
officer, case, case status, offender, case category).
E 16 The software application should be able to produce information that permits monitoring of program provider (e.g., drug
rehabilitation) assignments, decisions, performance criteria, services, and programs.
E 17 The software application should be able to produce summary status of documents sent or served.
E 18 The software application should be able to provide mandatory exception reporting when scheduled events and groups of
events do not conform to Tulsa County defined rules or procedures.
E 19 The software application should be able to generate overall case closure reports (e.g., cases closed over specific period
with reason closed).
E 20 The software application should be able to produce detail reports for specific individuals, by case and groups of cases
(e.g., offender has multiple cases) with requested data in chronological order.
E 21 The software application should be able to generate client-centered report on offender criminal activity summary (prior
arrests and convictions, aliases, duplicate identifiers).
E 22 The software application should be able to generate case and offender information on maintenance and administration,
release, termination pursuant to court orders, forfeitures, detail and summary status, audit trails, non-compliance with
pretrial intervention or supervision requirements, and history (including offender name, case number).
No
Explanation / Descriptions
E 23 The software application should be able to produce report on case notes by selected criteria (e.g., date, range, type,
author).
E 24 The software application should be able to produce report identifying financial status for each offender (e.g., fines, fees,
restitution) by offender and case.
Section F: DOCUMENT GENERATION, PREPARATION and FILE MANAGEMENT
Comply
Requirement
Yes
F 1 The software application should include a utility at no additional cost to automatically generate documents using data
contained in the software application database. Please describe document functionality.
F 2 The software application should allow documents to be created with Microsoft Word (2007 or higher) from within the
application without manually having to open the word processor programs.
F 3 The software application should allow generated documents to be associated to a case or name file for future reference.
F 4 Does the software application allow any file type to be stored in the “electronic” case file folder without the user being
required to utilize any utility other than the software application? Please provide detail and examples.
F 5 All files, documents, and other files that are stored in the “electronic” case file folders must be searchable. Please provide
description of search functionality.
F 6 The software application should allow for the digital signing of auto-created documents.
F 7 The software application should allow for batch document production.
The software application should include integrated electronic document management functionality including: F8 - F11
F 8 Integrated document scanning
F 9 Document routing
F 10 Document OCR and indexing
No
Explanation / Descriptions
Requirement
Yes
F 11 Document searching
F 12 The software application should have the ability to perform image editing after scanning (despeckle, deskew, redaction).
Please describe image editing capabilities and formats.
F 13 The software application should provide the ability for Tulsa County defined document authors to have the ability to
create additional templates for system users.
F 14 The software applications business and event rule system must allow for documents to be automatically generated
based on event and Tulsa County defined rules.
F 15 The software application should provide for the ability to automatically email (using Microsoft Exchange) Application
Administrator defined case documents to key involved people based on Tulsa County defined event and business rules.
No
Explanation / Descriptions
F 16 The software application should generate identifier labels for manual case files. Please describe label functionality.
F 17 The software application should maintain current location (e.g., storage facility, location in facility, person) for hard copy
files.
F 18 The software application should track manual case file history from time checked out through each borrower (including
those external to the user agency such as the court) until returned. Information should include location, borrower, date
removed, reason file needed, date returned or transferred, and any other necessary information. Please describe “Check
In /Checked Out” functionality.
Section G: VENDOR DELIVERY, SUPPORT, AND MAINTENANCE
Comply
Requirement
Yes
G 1 The software application vendor must deliver the software within 90 days of receipt of the signed contract, given full
functionality of the hardware and no other custom developed applications or conversions. Please provide expected
delivery time line once contracts are signed.
G 2 The software application vendor must provide annually renewable support and maintenance contracts that include
software support and regular software releases at no additional cost.
G 3 The software application vendor should maintain a customer accessible section of their web site in order for
enhancement/bug submission, message board/forum access, and online access to support representatives and for the
sharing of documents, and reports with other software application customers. Please describe support procedures.
No
Explanation / Descriptions
G 4 Please provide a Gantt chart outlining your proposed implementation schedule.
G 5 Should local, state, or federal laws change requiring modifications to the application software, vendor agrees to make the
required changes as quickly as possible. Vendor agrees to provide any additional training required as a result of those
changes.
Section H: TRAINING
Comply
Requirement
Yes
H 1 The software application should provide a practice database, independent of the actual database, for training purposes.
Tulsa County may require a complete, independent development or training environment.
H 2 The software vendor must provide training using detailed training plans. Provide samples for administrator training and
end user training.
H 3 The software vendor must provide a detailed training schedule prior to implementation.
H 4 If you host an annual user conference provide details, including conference cost from the most recent conference.
No
H 5 Describe the options available for post-implementation training for administrators, report creators, and end users.
Section I: ACCOUNTING
Comply
Explanation / Descriptions
I1
I2
I3
I4
I5
I6
I7
I8
I9
I 10
Requirement
Yes
Requirement
Yes
The software application should include an integrated accounting program that is provided at no additional cost. A third
party component will not be considered.
The software application should have the capability or a module that provides integrated supervision fees and costs
tracking.
The software application should have the capability or a module that provides for the collection and allocation of
supervision fees and costs payments paid by involved parties.
The software application should have the capability or a module that allows for automatic or manual allocations of
payments for one case or multiple case financial obligations.
The software application should have the capability or a module that provides security to restrict and permit users to only
view financial cases.
The software application should have the capability or a module that provides for Tulsa County defined batch style
delinquent payment report generation and printing. Report must include the following information: Payee Name, Payee
Address, Case Number, Total Amount of Supervision fees, Total Amount Paid, Total Due, Set Amount of Payment, Last
Payment Date, and Last Payment Amount.
The software application should have the capability or a module that provides for Tulsa County defined batch style
delinquent payment letters. Letters must include the following information: Payee Name, Payee Address, Total Due, Set
Amount of Payment and Case Number.
The software application should be able to compute and enter monetary penalties (e.g., supervision fees and costs) based
on court orders received by Tulsa County.
The software application should allow manual entry of case note information upon receipt of notification of fee payment
by payee to outside agencies.
The software application should associate payment with proper case and defendant when funds are collected.
I 11 The software application should allow for full, partial, and installment payments by various methods.
I 12 The software application should allow multiple types of payments in single transaction.
I 13 The software application should allow single payment for multiple cases with capability to process separately for each
case.
I 14 The software application should generate and produce receipts with proper identifiers (e.g., fee, fine, location and
address) and supporting information (e.g., amount collected, payment type, installment or partial payment plan, next due
date and balance) based on collections with user option to receive single or multiple copies.
I 15 The software application should maintain front-counter bookkeeping information on receipts (e.g., payer, receipt
number, case number, and purpose of payment).
I 16 The software application should compute totals, list transactions, and balance for each cash drawer, register, cashier, and
payment (e.g., fee) type.
I 17 The software application should produce summary for each cashier including totals for each type of payment (e.g., cash,
check, credit card, fee waiver).
I 18 The software application should permit transactions that arrive after end-of-business day close-out to be entered as
transaction for next day.
I 19 The software application should list (as required) any discrepancies between payments, receipts, offenders, and cases
over specific periods for each cashier for whom above summary shows imbalance for any type of payment.
I 20 The software application should generate and print (including ability to reprint) multiple receipts from one financial
transaction covering payment for multiple cases.
I 21 The software application should establish, maintain, and track various types of bank accounts.
I 22 The software application should be able to print system-wide daily cash receipts journal.
I 23 The software application should be able to produce detailed and summary lists of financial transactions (e.g., fees, voided
transactions listed by type or chronologically) for specific accounts over specific periods (e.g., daily, monthly, for life of
case).
No
No
Explanation / Descriptions
Explanation / Descriptions
Requirement
Yes
I 24 The software application should compute and produce costs and fees based on occurrence of specific event (e.g., UA
testing fees).
I 25 The software application should maintain standard tables for costs, fees, and fines.
I 26 The software application should record funds collected from other state, local, and private agencies for payment of
specific case and payee’s costs and fees.
I 27 The software application should be able to produce detailed and summary lists of financial transactions (e.g., fee, fine,
receipts, court cost assessments, fee assessments, monetary judgments, participation fees, urinalysis testing fees, and
voided transactions) for specific cases and defendants over specific periods (e.g., daily, monthly, for life of case).
No
Explanation / Descriptions
I 28 The software application should be able produce documents such as payment notices.
I 29 The software application should be able to create payment schedule, collect payments, apply payments collected to
scheduled amount due (e.g., amount in judgment), and produce reports on overdue amounts (e.g., for previously-waived
fees).
I 30 The software application should be able to identify (i.e., input or compute) and record payment delinquencies, generate
alerts when scheduled payments not made (e.g., for unpaid assessments now due), and take or prompt user to take
appropriate action (e.g., refer to collection agency, or notify appropriate court and judge).
Section J: PERSON, CASE, EVENT, and CALENDARING FEATURES
Comply
Requirement
Yes
J 1 The software application should accommodate single Name record entry in a fully relational table; for example, a name is
entered only once and can then be associated with information anywhere else in the application. The software
application should require that all name records be entered in the same table.
J 2 The software application should be able to track an unlimited number of addresses, phone numbers and e-mails for any
name.
J 3 The software application should provide the ability to automatically close a case based on business rules in accordance
with Tulsa County, rules, or procedures.
J 4 The software application should provide the ability for the closure of a case to auto-create Tulsa County court required
reports, events, system reports, and notifications.
J 5 The software application should provide ability to record reason for case closure (e.g., court ordered compliance,
provisional compliance, dismissal, death, and transfer to another jurisdiction).
J 6 The software application should provide a facility for reopening previously closed cases retaining previous case closure
and current reopening information.
J 7 The software application should provide case verification status and produce results (e.g., acceptance, non-acceptance,
reason).
J 8 The software application should provide for separate (multiple) individual identifiers for each offender from the
originating criminal justice agency or court. These identifiers must be fully defined by Tulsa County, must be searchable
on screen, exportable to documents in multiple formats (Please specify export formats) and reportable with report writer.
J 9 The software application should be able to track an unlimited number of relationships (i.e. sister, brother, employer,
employee) between Name records.
J 10 The software application should be able to track the dates associated with address changes.
J 11 The software application should be able to generate a detailed case involvement sheet for each offender/defendant.
J 12 The software application should allow users to view all involvements to a name on one screen, i.e., a name inquiry
identifies, at a minimum, all aliases, all cases, the person's relationship to each case (for example, offender, employer,
victim, witness, or parent/guardian of juvenile) and any associated charges.
J 13 The software application should allow users to view all involvements to a case on one screen, i.e. a case inquiry identifies
the defendant, co-defendant, victim, witness, parent/guardian of juvenile, and any related cases.
J 14 The software application should store an unlimited number of aliases.
No
Explanation / Descriptions
J
J
J
J
J
15
16
17
18
19
J 20
J 21
J 22
J 23
J 24
J 25
J 26
J 27
J 28
J 29
J 30
J 31
J 32
Requirement
Yes
The software application should allow for an unlimited number of witnesses and victims per case.
The software application should record an unlimited number of charges per case, per offender/defendant.
The software application should visually prompt users if an individual is a juvenile.
The software application should be able to link to associated cases.
The software application should allow user to designate the nature of the relationship between multiple cases involving
the same defendant (e.g., governing sentence, financial obligation, hierarchy of offense severity, consecutive, or
concurrent sentences).
The software application should be able to associate law enforcement and court numbers to specific Tulsa County cases.
These law enforcement and court numbers must be completely searchable to find cases. To force data entry and for
proper document formatting, number entry must be masked based of Tulsa County defined standards (e.g. law
enforcement numbers may follow a numbering convention 04-1234, compared to a court number with a numbering
convention of CF-2009-1234).
The software application should allow for the entry of probation term and expiration date of probation.
The software application should allow capability for entry of probation release recommendations and conditions and
must allow for the auto-creation of Tulsa County defined documents, reports, events, and notification based off of these
probation release recommendations and conditions.
The software application should provide the ability to record referrals for services and programs (e.g., counseling,
treatment, education, employment) and allow for the auto-creation of Tulsa County defined documents, reports, events,
and notification based these referrals for services and programs.
The software application should allow for the auto-creation of Tulsa County defined documents, reports, events, and
notification based on probation terms and status.
The software application should provide ability to create, activate, and deactivate case warning functions and notices
(e.g., sealed cases, expunged records, warrants) based on Tulsa County defined business rules.
The software application should provide the ability to initiate schedule of future tasks on individual or group events
based on occurrence of prior tasks or events (e.g., schedule probation appearance after most recent urinalysis results are
available) based on Tulsa County defined business rules.
The software application should permit users to designate cases with special scheduling needs (e.g., interpreter,
disabilities).
The software application should produce schedules for individuals, events, tasks, and dates upon user request (e.g.,
probation officer’s schedule by date). These schedules should be printable and exportable to multiple formats (Please
specify export formats)
The software application should provide tickler, alert, and prompt capability, including the ability to identify events
coming due or overdue, periods about to expire or expired, and events of which user should be aware based on Tulsa
County defined business rules.
The software application should allow users to define structure, content, and frequency with which system displays
ticklers, alerts, and prompts.
The software application should have the ability to easily copy entire case information including charges, sentence, and
dispositional data.
The software application should allow Application Administrators at appropriate level to turn alerts on and off.
J 33 The software application should provide a name table that contains ALL names entered. The name table must
accommodate the names of people, businesses, and group names.
J 34 The software application should allow users to view all cases associated to a name and from this view allow users to go
directly to a chosen case.
J 35 The central name capability must allow for searching on any name in the system including judges, probation officers,
offenders, victims or any other Tulsa County defined case involvement and allow users to view all cases associated to a
name. From this view system should allow users to go directly to a chosen case.
J 36 For each Name and Case record, the software application should provide comments and notes fields that have unlimited
entry capacity (within disk storage limits) and include a rich text editor.
No
Explanation / Descriptions
Requirement
Yes
J 37 The software application should allow for chronological entry of Case and Name notes by date, time, and system
generated author, and time and date stamp with coding capability as to type of note(s).
J 38 The software application should allow for unlimited number of Tulsa County defined visual alert prompts for users for key
name and case information.
J 39 The software application should allow for adding an unlimited number of user-defined fields for case and name
information.
J 40 The software application should allow for an unlimited number of additional numbers that can be associated to the case,
charge, and name (i.e. multiple SSN’s, Driver License Numbers, local agency defined numbers, probation officer tracking
numbers).
J 41 The software application should allow for an unlimited number of additional system-generated numbers that can be
associated to the case and name. These number schemes must be able to be completely defined by Tulsa County, must
be able to include case type, agency, and/or division abbreviations, sequential number (e.g. CR-04-1234) and be
generated office wide, division wide or for certain case types.
J 42 The software application should allow the system user to navigate directly to names and cases with duplicate identifiers
with one keystroke.
J 43 The software application should be able to categorize a case with multiple case categories, such as, but not limited to
DWI, Domestic Violence, Drug, and Capital Punishment.
J 44 The software application should provide searching capabilities for every screen and field.
J 45 The software application should store an unlimited number of associated law agencies, court agencies, or any agency
involved in cases.
J 46 The software application should allow for on screen searching capability to allow users to search on how many cases have
been filed from a specific agency.
J 47 For cases with multiple charges, the software application should allow users to automatically repeat similar charge
information.
J 48 The software application should track conditions of the court placed on the case.
J 49 The software application should provide the ability to track event information including, but not limited to, type, location,
date and time, and event notes.
J 50 The software application should allow users to associate an involved person's events to a case.
J 51 The software application should allow for a probation officer to have a viewable calendar for upcoming associated
events.
J 52 The software application should provide the ability to manually assign and reassign cases to individual or groups of
probation officers.
J 53 The software application should allow for each offenders/defendant to have a viewable calendar for any upcoming
associated events.
J 54 The system user should have the ability to search on any involved person's name and directly navigate to any upcoming
events.
J 55 The software application should have the ability to display office or division wide based calendars.
J 56 The software application should allow for the generation of user or Tulsa County defined office calendars to be sorted on
location, probation officer, and time.
J 57 The software application should provide a dynamic, office- or division-wide activity list where system users can control,
navigate directly to specific cases, and view events, case statuses, documents, and officer and offender activity
involvements. The view of this event information is displayed based on system user searches and displays on spans of
time, locations, specific events, add dates, and status.
J 58 The software application should have the ability to track non-monetary provisions (e.g., work program, community
service) based on court order received by Tulsa County.
J 59 The software application should allow system users to view all cases and conditions, including financial obligations and
community service, for each defendant or offender from Tulsa County defined views, or system provided views. This
information must be printable, and exportable in multiple formats (Please specify export formats).
No
Explanation / Descriptions
Requirement
Yes
J 60 From the office- or division-wide activity list system users should be able to trigger business rules defined by Tulsa
County.
J 61 From the office- or division-wide activity list system users should be able navigate directly to a selected case with one
keystroke.
J 62 The system must provide the ability to track progress, compliance, and completion on referrals for services and programs
(e.g., counseling, treatment, education, and employment) and allow for the auto-creation of Tulsa County defined
documents, reports, events, and notification based off progress, compliance and referral statuses.
No
Explanation / Descriptions
J 63 The software application should provide ability to track substance abuse testing (e.g., drug, alcohol) and results of those
tests. System must provide for the auto-creation of Tulsa County defined documents, events, and notification based off of
these results.
J 64 The software application should provide ability to document and track work actions performed by staff and provide for
the auto-creation of Tulsa County defined documents, events, and notification based off on these work actions.
J 65 The software application should provide ability to import information from the following other Tulsa County databases
without the purchase of any additional third party tools: Jail Database and District Attorney Database.
J 66 The software application should provide ability to record all arrest reports (daily docket) from Jail database for tracking
declines and interviews.
J 67 The software application should provide ability to enter hours worked for Tulsa County Misdemeanant Work Program per
work site.
J 68 The software application should provide ability to schedule hours to be worked for Tulsa County Misdemeanant Work
Program per work site.
J 69 The software application should provide ability to calculate days on electronic monitoring device into work hours or
monetary amounts.
J 70 The software application should provide ability to track electronic monitoring device inventory.
J 71 The software application should provide ability to store scanned sign-in sheets by work site.
J 72 The software application should provide ability to track all clients declined and interviewed.
Section K: Conversion
Comply
Requirement
Yes
K 1 Convert all related data currently within the Court Services Systems. The Public Defender will be a day forward
installation.
No
Explanation / Descriptions
Tulsa County
Request for Proposal
Case Management System
Attachment B
Page 1 of 2
REQUEST FOR PROPOSAL
FOR
CASE MANAGEMENT SYSTEM
FEE PROPOSAL FORM
PROPOSER INFORMATION
Company Name
Company Mailing Address
(including city, state and zip)
Contact Person & Title (if any)
Contact Person Telephone Number
Contact Person Fax Number
Contact Person Email Address
Company Website.
REFERENCES
Organization, Organization Address, Contact
Person, Telephone Number, Email Address
1.
2.
3.
4.
5.
Work Done for Reference Organization and
When
Tulsa County
Request for Proposal
Case Management System
Attachment B
Page 2 of 2
Charges (Please specify. Be sure to include data and image conversion, installation, on-site
staff training, “go live” site assistance, and annual maintenance. Additional pages may be
attached.)
$
$
$
$
$
$
$
$
$
$
$
$
TOTAL COST
$
ATTACHMENT E
BACKGROUND INFORMATION ON COURT SERVICES CURRENT OPERATIONS
The Tulsa County Pret rial Release program became known as the Tulsa Count y Division of
Court Services in January of 2001. The Board of County Commissioners unanimously moved to
expand an already successful pretr ial program to a more d iverse program to better serve the
courts of the 14th Judicial District.
Current Services Include:
Unsupervised Pretrial Release
Supervised Pretrial Release
Special Needs Pretrial Release
Pre-Sentence Court Ordered Supervision
Post-Sentence Court Ordered Supervision
Pre-Sentence Investigation Reporting
LSI-R Assessments
Indigent Urinalysis Testing
Monitored Schedule for Pre and Post Sentence Offenders
Electronic Monitoring Supervision
Sobrietor Monitoring of Alcohol Related Offenders
Mental Health Jail Diversion Participation
Inmate Work Program
Community Services Program (Adult and Juvenile)
Inmate Work Release Program
Community Sentencing Participation with Team Members
Drug Court Participation with Team Members
Absconder Location Services
Other court related services as ordered by the respective courts on a daily basis
History:
1963: The Tulsa County Bar Association instituted the original Pretrial Release Program. The
program dealt primarily with misdemeanor offenders in the city jail. Soon after its inception, the
need for release of non-violent felony offenders was realized with V.I.S.T.A. volunteers being
utilized in the daily operation of this fast growing program.
1966: New Day, Inc. assumed supervision of the V.I.S.T.A. volunteers assigned to the pretrial
release project in October of 1966. The success of the program was such that Attorney General
Robert Kennedy invited a representative of the program to speak to the National Conference of
Criminal Justice.
1970: New Day, Inc. requested and was granted funding from the Oklahoma Crime Commission
for full time operation.
1973: New Day, Inc. requested and was granted funding from City of Tulsa Revenue Sharing
Funds to replace the expired grant funding.
1974: New Day, Inc. requested and was granted funding from the Board of County
Commissioners for Federal Revenue Sharing Funds.
1975: The City of Tulsa and the County of Tulsa provide joint funding for the program.
1978: New Day, Inc. requested and was granted office space in the County Courthouse.
1980: The pretrial release criteria was expanded. Many members of the Tulsa County Bar
Association and the elected officials of the county believed it violated a defendantýs 14th
Amendment rights to be held in jail if they were too poor to post bail. Through the power of the
courts, all first time offenders charged with a non-violent crime were to be considered for
release.
1983: New Day, Inc. becomes Tulsa County Pretrial Release. Due to serious jail overcrowding,
the Board of County Commissioners was directed by the court to implement and operate a
pretrial release program.
1985: Due to jail overcrowding, Pretrial Release expands to a 24 hour operation.
1986: Adult Community Service begins.
1992: Juvenile Community Service begins.
1994: Inmate Work Program begins.
2000: Additional supervision methods and electronic monitoring is utilized.
2001: Pretrial Release becomes Tulsa County Division of Court Services.
2002: Oklahoma Legislature passes Pretrial Act.
2005: Indigent / court requested urinalysis testing begins.
2006: Advanced electronic monitoring services with enhanced techniques utilized.
2007: Advanced urinalysis testing begins.
COURT SERVICES DATA ENTRY CLERK
WORK PROGRAM
ENTER CLIENT
INFO
IN DATA
INFO IN DATA BASE
DOCUMENT ANY INORMATION IN NOTES SCREEN
MAKE FOLDER AND LABEL FOR CLIENT
ENTER HOURS
WORKED
PRINT REPORT OF DAILY
CLOSURES
FILL OUT "REPORT OF
PROGRAM "
OF PROGRAM " FORM
COMPLETION
NON‐COMPLETION
FINES & COST
PLACE COPY IN CLIENT FILE AND COPY TO COURT GENERATE REPORT FOR CLOSED FILES
JUVENILE
FAIL TO REPORT
REVOKED
COURT SERVICES DATA ENTRY CLERK
EMP / UA TESTING
ENTER CLIENT
INFO IN DATA BASE
MAKE FOLDER AND
LABEL FOR
AND LABEL FOR CLIENT
GENERATE DAILY REPORT "CLIENTS DUE IN COURT"
LOOK UP COURT DATES IN OSCN
UPDATE COURT DATES IN DATA BASE
PAID IN FULL CLOSE FILE
GENERATE REPORT FOR CLOSED FILES
REMOVAL FROM UNIT
GENERATE REPORT FOR UA CLIENTS BY COLOR CALLED
UPDATE EMP PAYMENTS UPDATE
EQUIPMENT CHANGES
LINK COMMUNITY SERVICE HOURS FOR PAYMENTS
DOCUMENT ANY INORMATION IN NOTES SCREEN
BALANCE OWED PLACE INACTIVE CONTINUE TRACKING
GENERATE AND FILL OUT FORM FOR UA CLIENTS
COURT SERVICES DATA ENTRY CLERK
PRETRIAL
ENTER CLIENT
INFO IN DATA BASE
DOCUMENT ANY INORMATION IN NOTES SCREEN
LOOK UP CASE NUMBERS IN MAKE FOLDER AND LABEL FOR CLIENT
GENERATE DAILY REPORT "CLIENTS DUE IN COURT"
LOOK UP COURT DATES
DATES IN OSCN
IN OSCN
FAIL TO APPEAR CLIENT ABSCONDER
OFFICER
UPDATE COURT DATES IN DATA BASE
LOCATE CLIENT W/VARIOUS INTERNET SERCHES
CLOSE FILES WHEN COMPLETE
GENERATE FTA LETTER
GENERATE REPORT FOR CLOSED FILES
SEND LETTER DOCUMENT IN NOTE SCREEN
COURT SERVICES PROGRAMS
SOBRIETOR
WORK
WORK PROGRAM
PRETRIAL
EMP
GPS JUVENILE
ADULT
UA
UA TESTING
INMATE
SPECIAL TY
SPECIAL TY PROGRAMS
WIR
AAP
MH
DCT
ATTACHMENT F
BACKGROUND INFORMATION ON PUBLIC DEFENDERS CURRENT OPERATIONS
In approximately November o f 1 971 the Oklahoma Le gislature f ormed t he Tulsa County P ublic
Defender Office to represent indigent persons charged with crimes in Tulsa County. Annually the
Public Defender Office represents 9,000 to 10,000 individuals in a variety of types of cases.
Current Services Include:
Criminal Cases Ranging from Traffic to Capital Murder Cases
Mental Health Cases
Adult Guardianship Cases
Criminal Mental Health Cases
Criminal Appellate Cases
Drug Court
DUI Court
Community Sentencing
Civil Division Represents Minor Children in Divorce, Custody, Visitation, Adoption &
Guardianship Matters
Juvenile Division Represents Delinquent & Deprived Minor Children
TULSA COUNTY PUBLIC DEFENDER
WORK FLOW
1. The Court appoints our office to an individual who has pending Tulsa County
case(s).
2. Look each Defendant up on OSCN to see if we previously represented in any
case.
3. If we have not previously represented the Defendant prepare file, label and index
card with minute to open the file. See attached label and card for example of
information.
4. If it is a re-appointment, the closed file and index card are pulled and updated
with a minute appointing our office and information regarding current
proceedings.
5. The file is assigned to an attorney and intern. Felony cases are assigned by Judge
and date; misdemeanor cases are assigned through rotation.
6. Hearing dates are put on calendar of interns and attorneys.
7. Case is tallied. See attached tally sheets for example of information needed.
8. When a client goes to Court the attorney takes the file and minutes the file to
reflect Court proceedings as well as any new settings. After attorney returns to
the office the file is given to his/her secretary. The secretary pulls the index card
and copies the minute to the card.
9. New hearing information put on appropriate calendar.
10. Letters and documents are completed as needed in each case.
11. File closed after final disposition of case.
12. If case goes to appeal, deadlines need to be tickled and reminders sent to both
assigned attorney and secretary.
2009 September Statistics
DELINQUENT CASES: 72 total delinquent counts (122)
Judge Monday:
Judge Tuesday:
Judge Wednesday:
Judge Thursday:
19
22
12
19
DEPRIVED CASES:
Judge Monday:
Judge Tuesday:
Judge Wednesday:
Judge Thursday:
32
09
09
07
07
INS CASES:
00
Judge Monday:
Judge Tuesday:
Judge Wednesday:
Judge Thursday:
00
00
00
00
______________
TOTAL 104
CERTIFICATIONS: 1
Judge Monday:
Judge Tuesday:
Judge Wednesday:
Judge Thursday:
MOTIONS:
Judge Monday:
Judge Tuesday:
Judge Wednesday:
Judge Thursday:
0
0
1
0
47
10
18
07
12
(HRP) High Risk Probation - 7 motions & 2 new petitions
TWELVE MONTH RUNNING TALLY
2009
JAN.
FEB.
FELONY CASES
269
267
359
BOGUS
CHECKS
2
2
FELONY
REVOCATION
30
FELONY
ACCELERATION
MARCH APRIL
MAY
JUNE
JULY AUGUST SEPT.
OCT.
NOV.
DEC.
361
317
374
351
283
330
2911
0
1
4
3
4
2
5
23
29
45
27
28
35
16
25
30
265
14
13
14
14
8
11
7
12
12
105
MOTION TO
MODIFY
0
1
0
2
1
5
0
0
0
9
AFTER PH
APPTMENTS
4
11
6
11
11
13
1
4
9
70
AAP
29
35
25
36
41
44
37
24
45
316
MISD. CASES
(Domestic)
29
27
34
38
36
45
28
28
27
292
MISD. CASES
(NON-Domestic)
54
72
79
72
64
78
101
79
89
688
MISD.
ACCELERATION
6
6
5
4
9
5
1
3
4
43
MISD.
REVOCATION
14
18
12
6
9
14
4
14
6
97
BOGUS
CHECKS
11
12
16
36
17
34
31
26
27
210
TRAFF. CASES
24
13
31
27
32
46
32
34
25
264
MENTAL HEALTH
51
60
76
67
50
67
66
64
63
564
JUVENILE
145
124
139
146
128
142
119
101
110
1154
OVERALL TOTAL
TOTAL
7011
ATTACHMENT G
GLOSSARY OF ACRONYMS AND TERMINOLOGY
AAP
Accelerated Accountability Program.
BOCC
Board of County Commissioners. The board meets in public session to tra nsact county business. According to
law a nd to principles of g ood g overnment, the com missioners m ust a ct a s a boa rd in order to ente r into
contracts, make purchases, or make any other agreements affecting the county.
DCT
Drug Court Program.
EMP
Electronic Monitoring Program. Advanced electronic monitoring services with enhanced techniques.
GPS
Global Positioning System a navigational system involving satellites and computers that can determine the
latitude and longitude of a receiver on Earth by computing the time difference for signals from different satellites
to reach the receiver. An ankle monitor device that individuals under house arrest are often required to wear. At
timed intervals, the ankle monitor sends a radio frequency or GPS signal to a receiver.
INS
Immigration and Naturalization Service (INS): This federal agency is operated under the United States
Department of Justice, and has the responsibility of overseeing the immigration of all foreign-born individuals
into the United States, whether they are adults or children. Before a foreign adoption can take place, permission
must first be obtained from the INS for the foreign child to be able to lawfully enter the United States for the
purpose of being adopted. After this approval has been given and the child has been adopted and brought to the
United States under a visa and/or a green card issued by the INS, the adoptive parents can then apply to the
INS for the child to become a United States Citizen, just as if the child had been born to the adoptive parents as
their biological child.
LSI-R
The LSI-R is a standardized actuarial instrument that contains 54 items and produces a summary risk score that
can be categorized into five risk levels. Based on the Multi Health Systems (MHS) cutoff scores, ranges have
been designated that indicate an individual’s risk category. Specifically, the risk categories are: 1) Low, which
ranges from a 0 to 13 overall risk score; 2) Low/Moderate, which ranges from 14 to 23 overall risk score; 3)
Moderate, which ranges from 24 to 33 overall risk score; 4) Moderate/High, which ranges from 34-40 overall risk
score; and 5) High, which ranges from 41 to 54. Higher risk levels reflect an increase in the propensity to commit
future criminal acts.
MH
Mental Health Jail Diversion Program.
OCIS
Oklahoma Court Information System.
OSCN
Oklahoma State Courts Network. http://www.oscn.net
SOBRIETOR
Uses advanced voice recognition and alcohol content measurement to determine the Blood Alcohol Content
(BAC) of the client at scheduled or random intervals.
UA
Advanced urinalysis testing.
WIR
Women in Recovery Program.