Cloud-Hosted Document Management System
Overview
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SUMMARY
DESCRIPTION
The county is seeking a vendor to provide, configure, implement, operate, and support a cloud-hosted, browser-based Commercial Off-the-Shelf Document Management System. The solution will replace Application Xtender and related document management applications with a modern, scalable, secure, accessible, and fully supported platform for participating business units. The engagement includes county data migration and user training under a one-year contract period.
The system must centralize the secure storage, indexing, organization, retrieval, management, and retention of electronic documents and metadata across multiple record types and subtypes. Required capabilities include document capture through electronic upload, scanning, import services, and integrations with county business applications; search, viewing, printing, exporting, emailing, annotation, redaction, page management, version control, document flagging, audit logging, metadata management, classification standards, and role- or attribute-based access controls.
The vendor will design, configure, test, document, and support required integrations, as well as provide standard, custom, ad hoc, and administrative reporting for operational, audit, compliance, and service-monitoring needs. The vendor must also perform a one-time migration of historical documents, images, metadata, index values, available audit information, retention-related information, and other county-approved data from legacy repositories and source systems. A pre-bid meeting is scheduled for August 31, 2026, and questions are due by September 3, 2026.
Similar RFPs
Frequently asked questions
- When is the submission deadline?
- Submissions are due September 22, 2026.
- Who is a good fit for this opportunity?
- Cloud document management and enterprise content management provider
- Experience implementing Commercial Off-the-Shelf systems for county or public-sector organizations
- Proven capability migrating legacy documents, metadata, indexes, audit records, and retention data
- Expertise in integrations, role-based access controls, workflow, reporting, and records management
- Experienced implementation team providing configuration, training, operations, and ongoing support
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
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.