California Housing Finance Agency RFP for Document Management, eDiscovery, Retention and Storage 2026
California Housing Finance Agency | State of CaliforniaState · Sacramento, CA- Due
- Nov 9, 2026
- 6 days left
- Posted
- Sep 28, 2026
- Contract term
- 3 years
The 30-second brief
The California Housing Finance Agency (CalHFA) is soliciting proposals from qualified firms to provide a modern document management, eDiscovery, retention, and storage solution. The solution will replace CalHFA's legacy SharePoint 2016 on-premises environment, consolidate file server content, provide document scanning, and implement robust search, workflow automation, information governance, archiving, secure migration, and integration with existing systems. The eDiscovery component must ingest large volumes of electronic documents, identify and redact PII, handle Public Records Act requests, and generate privilege logs. Proposals are due by November 9, 2026, at 5:00 PM PT, with a question deadline of October 12, 2026.
Ability to perform the specific tasks outlined in the RFP, Reasonableness of the fee requested, Platform demonstration, Small Business and DVBE participation
Bids like this start as pre-RFPs. Get the next ones early.
Get matched pre-RFPs freeFree account · 30-second setup · No credit card
Summary
The California Housing Finance Agency (CalHFA) is soliciting proposals from qualified firms to provide a modern document management, eDiscovery, retention, and storage solution.
The solution will replace CalHFA's legacy SharePoint 2016 on-premises environment, consolidate file server content, provide document scanning, and implement robust search, workflow automation, information governance, archiving, secure migration, and integration with existing systems. The eDiscovery component must ingest large volumes of electronic documents, identify and redact PII, handle Public Records Act requests, and generate privilege logs. Proposals are due by November 9, 2026, at 5:00 PM PT, with a question deadline of October 12, 2026.
EVALUATION CRITERIA
4- Ability to perform the specific tasks outlined in the RFP
- Reasonableness of the fee requested
- Platform demonstration
- Small Business and DVBE participation
REQUIRED ATTACHMENTS
RFP Vendor Question Submission Document, Organizational Structure and Key Details (Exhibit A), Certified Small Business (SB) and Disabled Veteran Business Enterprise (DVBE) Status Form (Exhibit B), Vendor References (Exhibit C), Exceptions to Service Agreement (Exhibit D), Certification of Financial Stability (Exhibit F)
- Submit to
- [email protected]
- Scope location
- Sacramento, CA
- Reported agency
- California Housing Finance Agency
Questions about this RFP
How do I respond to this RFP from California Housing Finance Agency | State of California?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is November 9, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: [email protected].
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including California Housing Finance Agency | State of California in CA, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Show 6 more questions
What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Ability to perform the specific tasks outlined in the RFP, Reasonableness of the fee requested, Platform demonstration, Small Business and DVBE participation" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from California Housing Finance Agency | State of California?
All active and historical solicitations from California Housing Finance Agency | State of California are tracked and searchable. As a state agency, California Housing Finance Agency | State of California regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 3 years. Contract terms may include renewal options.
Is this solicitation still open for submissions?
Based on the posted deadline of November 9, 2026, this solicitation appears to still be accepting submissions. Deadlines may change through amendments or addenda, so always verify the current status directly with the issuing agency before preparing your response.
What documents are required to bid on this RFP?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: RFP Vendor Question Submission Document, Organizational Structure and Key Details (Exhibit A), Certified Small Business (SB) and Disabled Veteran Business Enterprise (DVBE) Status Form (Exhibit B), Ve. Review the full document from California Housing Finance Agency | State of California for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Sacramento, CA. Review the full solicitation for detailed scope requirements.