Documentation Management and Workflow Solution

The agency is seeking a documentation management and workflow solution to organize, search, and digitize its records. The solution must feature a user-friendly, internet-accessible interface that requires minimal training and offers onsite, web-based, and built-in help resources. It must also provide role-based access controls with read and write capabilities to secure the system. The scope of work covers a document filing system with categorized sleeves for organization based on asset classes and document types. The system must include advanced search and filtering options, including quick keyword, tag, and metadata searches. Additionally, the agency requires a geography search function to identify investment managers within a defined radius for meeting scheduling. The project requires the capability to digitize large volumes of physical documents currently held in archive and on premises, either directly or through a partner service. The agency is issuing a three-year contract for this offsite work. Bidders must be United States organizations to be eligible for this opportunity. The agency is looking for budget proposals to determine the cost of the project. Bidders must submit all questions regarding this opportunity no later than July 22, 2026. Final responses must be submitted digitally via email or through the online portal.