SAM #FRTIB-OGC-RFI-2026-001

FRTIB Market Research for FOIA, eDiscovery, and Matter Management Solutions

The Federal Retirement Thrift Investment Board (FRTIB), Office of General Counsel (OGC), is seeking information from industry on solutions for FOIA, eDiscovery, and Matter Management needs. - Government Buyer: - Federal Retirement Thrift Investment Board (FRTIB), Office of General Counsel (OGC) - Products/Services Requested: - Commercially available solutions for: - FOIA (Freedom of Information Act) case intake, tracking, review, redaction, and reporting - eDiscovery, records collection, legal holds, and document review - Legal matter management and workflow automation - Knowledge management and institutional knowledge retention - Reporting, dashboards, and performance metrics - AI-enabled search, analytics, classification, summarization, and workflow - Integration with Microsoft 365 services (Microsoft Purview, SharePoint Online, Teams, Outlook, Exchange Online, OneDrive) - Unique/Notable Requirements: - Solutions may be integrated platforms, modular, or interoperable technologies - Must improve operational efficiency, reduce manual processes, enhance compliance and auditability, and strengthen reporting/analytics - Demonstrated experience supporting FOIA, eDiscovery, Matter Management, legal operations, or records management in Federal or regulated environments is required - Respondents must provide at least three relevant implementations from the past five years - OEMs and Vendors: - No specific OEMs or vendors are named in the opportunity - The agency is particularly interested in AI-enabled features and seamless Microsoft 365 integration

Description

The Federal Retirement Thrift Investment Board (FRTIB), Office of General Counsel (OGC), is conducting market research to identify commercially available solutions that support Freedom of Information Act (FOIA) processing, eDiscovery, Matter Management, knowledge management, reporting, analytics, and related legal operations functions.

FRTIB seeks information regarding integrated platforms, modular solutions, or interoperable technologies that can improve operational efficiency, reduce manual processes, enhance compliance and auditability, strengthen reporting and analytics, and integrate with the agency's Microsoft 365 environment.

Areas of interest include:

FOIA case intake, tracking, review, redaction, and reporting eDiscovery, records collection, legal holds, and document review Legal Matter Management and workflow automation Knowledge management and institutional knowledge retention Reporting, dashboards, and performance metrics Artificial Intelligence (AI)-enabled search, analytics, classification, summarization, and workflow capabilities Integration with Microsoft 365 services, including Microsoft Purview, SharePoint Online, Teams, Outlook, Exchange Online, and OneDrive

FRTIB is primarily interested in responses from vendors with demonstrated experience supporting FOIA, eDiscovery, Matter Management, legal operations, records management, or comparable solutions in Federal or similarly regulated environments. Respondents should identify at least three relevant implementations performed within the last five years. Responses shall be limited to fifteen (15) pages. Following review of submissions, FRTIB may invite only those vendors whose capabilities appear most closely aligned with the agency's needs to participate in follow-on market research activities, including product demonstrations or capability discussions.

Responses shall be submitted electronically to Ronald.Rheinhardt@frtib.gov no later than August 25, 2026 by 12:00pm.

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