Document Management, eDiscovery, Retention and Storage Solution

The California Housing Finance Agency (CALHFA) requires a vendor to provide a document management, eDiscovery, retention, and storage solution. The requested scope includes replacing the agency's legacy SharePoint 2016 environment, consolidating file servers and scanning processes, providing consulting and design, and delivering workflow automation, compliant archiving, and staff training. The solution must support offsite performance, map capabilities to five specific document management use cases, and remain onshore in the USA. Bidders must submit questions by 5:00 PM PT on October 12, 2026, and submit proposals digitally to [email protected] by 5:00 PM PT on November 9, 2026. A selection committee evaluates proposals using criteria including meeting requirements, vendor experience and qualifications, customer references, certified SB/DVBE participation, platform demonstrations or proof-of-concept, and fee reasonableness. The listing description notes a one-year contract term and requests a proposal for the budget, while the solicitation details ask for proposal costs covering a three-year period.