San Diego County Ivalua #BPM013259

San Diego County Solicits Cloud Document Management System for Assessor/Recorder/County Clerk and Auditor & Controller Offices

The County of San Diego is seeking proposals for a cloud-hosted, browser-based Commercial Off-the-Shelf (COTS) Document Management System (DMS) to replace its legacy ApplicationXtender (AX) system for the Assessor/Recorder/County Clerk and Auditor & Controller offices. - Government Buyer: - County of San Diego, Department of Purchasing and Contracting - Offices: Assessor/Recorder/County Clerk and Auditor & Controller - Procurement Contracting Officer: Joseph Craft - Products/Services Requested: - Cloud-hosted, browser-based COTS Document Management System - Implementation, configuration, data migration, training, and ongoing support - Secure document storage, indexing, retrieval, workflows, retention, public submission, and reporting - Role-based access, audit logging, and integration with County identity provider - Optional AI functionality, additional non-production environments, and third-party products - Technical and Security Requirements: - Support for Single Sign-On (SAML 2.0, OpenID Connect, WS-Federation) - Compliance with federal and state privacy regulations - US-based support and data residency - Endpoint detection and response, encryption for data in transit and at rest - Dedicated IP addresses and URLs, use of County DNS, web browser compatibility - Restricted access to production infrastructure, prevention of hardcoded credentials - Accessibility compliance (WCAG 2.1 Level AA, ADA Title II) - SOC 2 Type 2 report and trusted system requirements for digital records retention - Notable Requirements: - Vendors must provide comprehensive implementation and ongoing support - System must enable secure, auditable, and accessible document management - Open to all qualified firms; no specific OEMs or vendors named - Contract Structure: - Initial one-year base period with nine one-year option periods (up to ten years total) - Option periods exercised automatically unless County notifies otherwise

Description

The County of San Diego is seeking proposals from firms interested in providing document management system services. The contract term is anticipated to be an initial base period of one year with nine one-year options. The solicitation includes detailed information technology requirements and instructions for submitting proposals. A pre-proposal conference will be held via Microsoft Teams, and questions can be submitted through the County's BuyNet website.

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