Enterprise Document and Records Management Solution
ID: RFI 2027-001
• State: Texas
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Description
Background
The Workforce Solutions Alamo (WSA) Board governs the regional workforce system, which connects people with job opportunities across 13 counties in the Alamo region. WSA aims to enhance business competitiveness and workforce skills through tailored solutions for specific industries. This Request for Information (RFI) seeks qualified vendors to provide modern enterprise electronic document and records management solutions to replace the existing Cabinet platform, ensuring compliance with various regulatory standards.
Work Details
The contract involves providing a modern document management solution that includes:
- Replacing the existing Cabinet platform while preserving electronic records' integrity and accessibility.
- Developing a secure migration strategy for historical data, improving search, retrieval, indexing, and workflow capabilities.
- Supporting electronic document storage, indexing, metadata management, full-text search, version control, document categorization, bulk processing, scanning, and sharing based on authorization.
- Migrating existing Cabinet records with detailed processes including data extraction, validation, cleansing, and ensuring data integrity.
- Implementing workflow automation features such as document routing, approval workflows, notifications, task assignments, and automated metadata assignment.
- Ensuring integration capabilities with systems like Microsoft 365 and Active Directory.
- Meeting security requirements including role-based access control (RBAC), encryption standards, audit logging, and compliance with Texas regulatory requirements related to records management.
Period of Performance
The RFI was issued on October 23, 2026; specific performance timelines will be determined based on vendor responses.
Place of Performance
The services will be performed in the Alamo region of Texas across the 13 counties served by WSA.
Bidder Requirements
Vendors must demonstrate experience in implementing document management systems for workforce development organizations or government agencies. They should provide budgetary pricing estimates for a five-year total cost of ownership (TCO) and identify any relevant certifications or compliance responsibilities associated with their proposed solutions.
The Workforce Solutions Alamo (WSA) Board governs the regional workforce system, which connects people with job opportunities across 13 counties in the Alamo region. WSA aims to enhance business competitiveness and workforce skills through tailored solutions for specific industries. This Request for Information (RFI) seeks qualified vendors to provide modern enterprise electronic document and records management solutions to replace the existing Cabinet platform, ensuring compliance with various regulatory standards.
Work Details
The contract involves providing a modern document management solution that includes:
- Replacing the existing Cabinet platform while preserving electronic records' integrity and accessibility.
- Developing a secure migration strategy for historical data, improving search, retrieval, indexing, and workflow capabilities.
- Supporting electronic document storage, indexing, metadata management, full-text search, version control, document categorization, bulk processing, scanning, and sharing based on authorization.
- Migrating existing Cabinet records with detailed processes including data extraction, validation, cleansing, and ensuring data integrity.
- Implementing workflow automation features such as document routing, approval workflows, notifications, task assignments, and automated metadata assignment.
- Ensuring integration capabilities with systems like Microsoft 365 and Active Directory.
- Meeting security requirements including role-based access control (RBAC), encryption standards, audit logging, and compliance with Texas regulatory requirements related to records management.
Period of Performance
The RFI was issued on October 23, 2026; specific performance timelines will be determined based on vendor responses.
Place of Performance
The services will be performed in the Alamo region of Texas across the 13 counties served by WSA.
Bidder Requirements
Vendors must demonstrate experience in implementing document management systems for workforce development organizations or government agencies. They should provide budgetary pricing estimates for a five-year total cost of ownership (TCO) and identify any relevant certifications or compliance responsibilities associated with their proposed solutions.
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Overview
Opportunity Type
RFI
Opportunity ID
RFI 2027-001
Response Deadline
Due in 16 Days
Date Posted
Source
Q&A Deadline
Questions Due
Estimated Contract Value
$250,000 - $1,800,000
Agency Distribution
Moderate
On 10/21/26 Workforce Solutions Alamo in Texas issued RFI Enterprise Document and Records Management Solution with ID RFI 2027-001 due 11/20/26.
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