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 requirements. The desired solution must assign a unique identifier to all documents and records automatically upon creation, addition, or upload. The scope of work requires 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. 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. Performance of the work will take place either onsite or offsite. The agency is looking for proposals to determine the budget, and the resulting contract period will span five years. The agency will hold a pre-proposal meeting on June 03, 2026. Bidders must submit all questions no later than June 15, 2026.