RFI for Enterprise Document and Records Management Solution
- Client
- Workforce Solutions Alamo
- Solicitation No.
- 2027-001
- Posted
- 10/22/2026
- Category
- Software, System and Application
- Budget
- Looking for Proposals
- NAICS
- —
- Set-aside
- —
- Contact
- —
Description
AI GeneratedThe buyer seeks information regarding modern enterprise electronic document and records management solutions to replace its existing Cabinet platform. The requested scope requires a solution supporting electronic document storage, indexing, metadata management, full-text and advanced search, version control, preview, check-in/check-out, categorization, bulk processing, scanning, electronic upload, drag-and-drop functionality, and centralized user administration. Additionally, vendors must detail their ability to migrate existing Cabinet records and recommend a migration methodology while ensuring the solution supports agency obligations and records-management requirements. Only onshore USA organizations are eligible to submit responses for this offsite work opportunity. Vendors can submit their responses digitally via email or online, and the buyer is currently looking for proposals to determine the budget. The provided text does not state application deadlines, question deadlines, evaluation criteria, or the contract term.
Key solicitation details
AI-extracted from 1-RFI 2027-001 Enterprise Document and Records Management Solutions.docx. Confirm against the original documents before bidding.
Workforce Solutions Alamo is issuing a Request for Information to gather details from qualified vendors on modern enterprise electronic document and records management solutions to replace its existing Cabinet platform. The RFI seeks information regarding solution capabilities, migration strategies, workflow automation, and estimated pricing. Qualified vendors capable of providing document management solutions and migration services are invited to respond.
- Issued by
- Workforce Solutions Alamo
- Responses due
- November 19, 2026, by 2 PM CST
- How to submit
- Email, electronic via BonFire portal, or sealed hard copy
- Submission details
- Responses may be emailed to [email protected], uploaded via BonFire at workforcesolutionsalamo.bonfire.com, or physically submitted as one printed original in a signed sealed envelope to Workforce Solutions Alamo Procurement Department, 100 N. Santa Rosa, Suite 120, San Antonio, Texas 78207. Responses must remain valid for at least 120 days.
- Estimated value
- Budgetary pricing and estimated five-year total cost of ownership requested
- Place of performance
- Offsite / Workforce Solutions Alamo 13-county region
- Funding
- Uniform Grant Management Standards, Grant Management Common Rule, OMB Circulars, Texas Workforce Commission Policies
Scope of work
- Modern enterprise electronic document and records management solution to replace existing Cabinet platform
- Migration of existing Cabinet records, metadata, index, and folder/document hierarchy
- Workflow and business process automation capabilities
- System integration capabilities with existing technology environment
- Security and role-based access control features
- Records management and retention schedule support
- Implementation services including project management, configuration, and testing
- Stakeholder training and technical documentation
Minimum qualifications
- Experience implementing document management systems for workforce development organizations, government agencies, or state agencies
- Experience with organizations subject to federal recordkeeping requirements and large-scale document migrations
Documents to include with the bid
- Vendor legal name, contact information, and solution/product name
- Executive overview of recommended solution and deployment model
- Responses to technical information areas
- Cabinet migration approach, assumptions, constraints, and estimated implementation schedule
- Budgetary pricing and estimated five-year total cost of ownership
- Up to three relevant customer references
- Available product/security documentation
Verify important details
Document checkConfirm submission instructions and amendments with the issuing agency before responding.
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