When is the submission deadline?

Submissions are due September 16, 2026. Questions must be submitted by August 28, 2026.

It was issued by Port Authority Of New York And New Jersey. The work is located in New York, New York, United States; Newark, New Jersey, United States.

Who is a good fit for this opportunity?

Enterprise software provider specializing in insurance, financial assurance, or regulatory compliance management. Proven experience implementing document-intensive workflow and case management platforms. Expertise in OCR, intelligent document processing, and optional AI or machine learning capabilities. Strong systems integration, data migration, training, and ongoing support capabilities. Experience delivering secure, mobile-responsive portals for external stakeholders. Demonstrated ability to meet enterprise security, privacy, and governance requirements.

Certificate of Insurance and Letter of Credit Compliance Management System (Due September 16, 2026)

Overview

Software, Web & Mobile Development

New York, New York, United States; Newark, New Jersey, United StatesPosted: August 15, 2026Deadline: September 16, 2026

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SUMMARY

The authority seeks an enterprise compliance management platform for certificates of insurance and letters of credit, including implementation, integration, migration, training, and support. Required capabilities include automated document extraction, workflow and exception management, secure document storage, and an external self-service portal.

KEY REQUIREMENTS

Must have at least ten years of continuous experience in the management and operation of a certificate or insurance compliance tracking business.
Must demonstrate satisfactory performance of at least three contracts for similar services of similar scope.
Must have the ability to perform the work required within the United States.
Cloud hosting environment must have a current SOC 2 Type II certification or report.
Must be able to provide a dedicated account manager.
Must be able to integrate with MuleSoft, SAP/Ariba, Azure AD, ServiceNow, SharePoint, and M365.
Must be able to process standard ACORD 25 and ACORD 101 certificate forms.
Must be able to support 100 concurrent internal users.
Must be able to support batch processing of up to 500 documents per batch.

CONTRACT DURATION

60 months

TIMELINE

Pre-Proposal Meeting: August 25th, 2026

Questions Due By: August 28th, 2026

Proposal Due Date: September 16th, 2026

Anticipated Contract Start Date: February 27th, 2027

QUESTION DEADLINE

August 28, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

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Issuing Agency

Port Authority Of New York And New Jersey

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DESCRIPTION

The procuring authority is seeking a vendor to provide an enterprise-grade certificate of insurance and letter of credit compliance management system, along with the professional services required to implement and operate the solution. The scope includes software, implementation, systems integration, data migration, training, and ongoing technical support.

The system must support insurance compliance document intake through multiple traceable channels and provide automated data extraction using optical character recognition and intelligent document recognition. It must also include structured deficiency and exception management, configurable workflows for document routing, review and approval, and a centralized secure repository for submitted and generated compliance documentation.

The solution must provide a secure, self-service external portal for consultants, contractors, tenants, licensees, brokers, and other external parties. It must be mobile-responsive and compatible with current versions of Chrome, Edge, Firefox, and Safari on desktop and mobile devices, including current iOS and Android platforms. Artificial intelligence, machine learning, natural language processing, and other automated decision-making technologies may be used for data extraction, compliance evaluation, exception identification, or related functions. Questions must be submitted by August 28, 2026.

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Frequently asked questions

When is the submission deadline?: Submissions are due September 16, 2026. Questions must be submitted by August 28, 2026.
Who issued this RFP?: It was issued by Port Authority Of New York And New Jersey. The work is located in New York, New York, United States; Newark, New Jersey, United States.
Who is a good fit for this opportunity?: Enterprise software provider specializing in insurance, financial assurance, or regulatory compliance management
Proven experience implementing document-intensive workflow and case management platforms
Expertise in OCR, intelligent document processing, and optional AI or machine learning capabilities
Strong systems integration, data migration, training, and ongoing support capabilities
Experience delivering secure, mobile-responsive portals for external stakeholders
Demonstrated ability to meet enterprise security, privacy, and governance requirements

Analysis generated by Settle AI from the source RFP.

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Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.

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