Cloud-Based Electronic Document Management System Implementation Solution

Overview

Data Analytics, AI & Cloud Hosting

Windsor, California, United StatesPosted 28 days agoDeadline: May 6th, 2026

Fit Score

Settle Intelligence

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SUMMARY

Seeking a vendor to implement a cloud-based electronic document management system with records and workflow capabilities, supporting integration and automation for an effective records program.

KEY REQUIREMENTS

Must provide a hosted cloud-based Electronic Document Management System
Must comply with industry-recognized standards for electronic document record preservation
Must provide administrative controls to prevent unauthorized overwriting, deletion, or alteration of records
Must support records management workflow efficiencies and document searching
Must support future integration with enterprise applications such as SharePoint, finance, and land management systems
Must allow for the assignment of records retention schedules to electronic documents
Must automate records management processes and rules

BUDGET

Estimate

$50,000 – $150,000

TIMELINE

Publication Date: April 8th, 2026

Deadline for written questions: April 15th, 2026

Deadline to submit proposals: May 6th, 2026

QUESTION DEADLINE

April 16th, 2026

Issuing Agency

Town Of Windsor

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

The project seeks a vendor to implement a cloud-based Electronic Document Management System (EDMS) to support both document and records management needs. The solution should enable effective management of electronic documents currently stored in paper format and on shared file server drives.

Key features include workflow tools to enhance records management efficiency, improved information sharing, advanced document searching, reduction of record duplication, and cost-effective records governance. The system should support automated records management processes and retention schedules, and provide for future integration with enterprise applications such as SharePoint, finance, land, and project management systems.

The successful solution will assign records retention schedules, automate records management rules, and meet requirements for electronic documents, ultimately advancing the organization’s Records and Information Management (RIM) program.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.