Documentation Management and Workflow Solution
Overview
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SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
TIMELINE
Vendor's Electronic Question Due Date: July 22nd, 2026
Quote Submission Date: September 16th, 2026
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
State Of New Jersey Department Of The Treasury, Division Of Investment
DESCRIPTION
The entity seeks a vendor to provide a documentation management and workflow solution. The solution must feature a user-friendly interface accessible online, requiring minimal user training and offering training resources such as onsite, web-based, and integrated application help functions. Comprehensive role-based access controls, including read/write capabilities, are required to ensure granular user management.
For document organization, the system should utilize categorized sleeves (such as asset classes and document types) and advanced search and filtering options. The search functionality must deliver efficient, quick, and accurate results using keywords, tags, or metadata. Additionally, the solution must include a 'geography function' to enable searches within a defined radius for identifying investment managers in the area for meeting scheduling.
The successful solution should also support or seamlessly integrate with a service that facilitates mass digitization of physical documents, with the objective of converting existing archived and on-premises documents. The contract period is set for three years, and all questions related to this RFP must be submitted by July 22, 2026.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due September 16, 2026. Questions must be submitted by July 22, 2026.
- Who issued this RFP?
- It was issued by State Of New Jersey Department Of The Treasury, Division Of Investment. The work is located in Trenton, New Jersey, United States.
- Who is a good fit for this opportunity?
- Proven expertise in developing and deploying documentation management solutions
- Experience with digitization services for physical documents
- Ability to provide robust user support and training resources
- Familiarity with workflow automation and secure access controls
- Established track record with organizations in New Jersey or public sector clients
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.