Electronic Document and Records Management Solutions

The issuing agency is seeking electronic document and records management solutions tailored for the public sector, education, broader public sector, or similarly regulated organizations. The agency requires a system that accommodates diverse information technology infrastructures, classification systems, retention schedules, and specific organizational needs. The requested solution must assign a unique identifier to all documents and records automatically upon creation, addition, or upload. The scope of work includes providing a centralized repository of metadata that enables users to locate and retrieve records based on one or more descriptors. The solution must integrate with enterprise applications such as Microsoft 365, SharePoint, ERP, CRM, and workflow systems, as well as Microsoft Office applications, Microsoft Office Suite, SharePoint online, and Microsoft SQL server. Additionally, the system must assign retention schedules to records based on their classification and allow users to create, manage, revise, and control the thesaurus used to apply metadata to records. Eligible bidders must be onshore Canadian organizations. The agency allows the performance of the work to be conducted either onsite or offsite. While the agency is looking for proposals to define the budget, the resulting contract period will span five years. The agency has scheduled a pre-proposal meeting for June 3, 2026. Bidders must submit all questions regarding this opportunity no later than June 15, 2026.