Writing a Case Management RFP
How to write an RFP for case management software that gets proposals you can compare, with a requirements checklist and scoring workbook.
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Field guides
Field Guides
In-depth guides for the people who manage student and staff cases. Every requirement is cited to its source, and every guide is free.
Practical guides for the people who manage sensitive cases
Casearoo Field Guides are free, in-depth resources for Title IX coordinators, student services and special education leaders, HR investigators, and the district and campus staff who work alongside them. Each guide takes one job that’s hard to get right, such as writing a case management RFP or keeping case records ready for an Office for Civil Rights review, and walks through it in order.
Every guide is built from primary sources: federal regulations, Department of Education guidance, OCR resolution agreements, and public documents from real districts and colleges. Each requirement is cited so you can check it yourself. Every download includes a PDF that opens with a one-page short version, plus an Excel workbook with the checklists and tools you would otherwise build from scratch.
Written for districts and institutions in any state. General information, not legal advice. Casearoo sells case management software; nothing in the guides requires a particular product.
Audit-Ready Case Records
What federal rules require K-12 districts to document for Title IX, how long to keep it, and what OCR asks to see, with a case log and readiness check workbook.
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