Orange County Sanitation District Records Management Assessment RFP CS-2026-745
Orange County Sanitation DistrictSpecial District · Fountain Valley, CA- Due
- Nov 16, 2026
- 18 days left
- Posted
- Oct 12, 2026
- Duration
- 8 months
- Primary contact
- Gabby Ramos
- (714) 593-7393
The 30-second brief
Orange County Sanitation District is seeking a qualified consultant to conduct an unbiased comprehensive needs assessment of its Records Management Program. The assessment shall evaluate policies, governance, organizational capacity, business processes, and operational practices and shall provide prioritized recommendations and implementation roadmap for modernization, as implementation guidance for the collective storage of digitized records from all locations into Laserfiche and long-term sustainability. Proposals must be submitted via the OpenGov Procurement portal by November 16, 2026. A question submission deadline is set for October 26, 2026, and interviews will be held in December 2026.
Milestone No. 1 Kick-Off Meeting; Milestone No. 2 Draft Assessment of OC San’s RIM Program; Milestone No. 3 Final Assessment of OC San’s RIM Program; Milestone No. 4 Draft – Current System Evaluation & Future Recommendations; Milestone No. 5 Final - Current System Evaluation & Future Recommendations
Qualifications of the Firm (33.3%), Staffing and Project Organization (26.7%), Work Plan (40%), Interview / Presentation, Cost
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Summary
Orange County Sanitation District is seeking a qualified consultant to conduct an unbiased comprehensive needs assessment of its Records Management Program.
The assessment shall evaluate policies, governance, organizational capacity, business processes, and operational practices and shall provide prioritized recommendations and implementation roadmap for modernization, as implementation guidance for the collective storage of digitized records from all locations into Laserfiche and long-term sustainability. Proposals must be submitted via the OpenGov Procurement portal by November 16, 2026. A question submission deadline is set for October 26, 2026, and interviews will be held in December 2026.
EVALUATION CRITERIA
5- Qualifications of the Firm (33.3%)
- Staffing and Project Organization (26.7%)
- Work Plan (40%)
- Interview / Presentation
- Cost
REQUIRED DELIVERABLES
5- Milestone No. 1 Kick-Off Meeting
- Milestone No. 2 Draft Assessment of OC San’s RIM Program
- Milestone No. 3 Final Assessment of OC San’s RIM Program
- Milestone No. 4 Draft – Current System Evaluation & Future Recommendations
- Milestone No. 5 Final - Current System Evaluation & Future Recommendations
REQUIRED ATTACHMENTS
4- Exhibit B - Cost Proposal Form
- Non-Collusion Affidavit
- Acknowledgement of Contract & Insurance Requirements
- Determined Insurance Requirement Form
- Submit to
- https://procurement.opengov.com/portal/ocsan
- Scope location
- Fountain Valley, CA
Questions about this RFP
How do I respond to this RFP from Orange County Sanitation District?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is November 16, 2026. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: https://procurement.opengov.com/portal/ocsan. For questions, contact Gabby Ramos.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Orange County Sanitation District 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.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Gabby Ramos at (714) 593-7393. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Milestone No. 1 Kick-Off Meeting; Milestone No. 2 Draft Assessment of OC San’s RIM Program; Milestone No. 3 Final Assessment of OC San’s RIM Program; Milestone No. 4 Draft – Current System Evaluation & Future Recommendations; Milestone No. 5 Final - Current System Evaluation & Future Recommendations. Proposals should clearly address how each deliverable will be met.
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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Qualifications of the Firm (33.3%), Staffing and Project Organization (26.7%), Work Plan (40%), Interview / Presentation, Cost" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Orange County Sanitation District?
All active and historical solicitations from Orange County Sanitation District are tracked and searchable. As a special district agency, Orange County Sanitation District 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 8 months. Contract terms may include renewal options.
Is this solicitation still open for submissions?
Based on the posted deadline of November 16, 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: Exhibit B - Cost Proposal Form, Non-Collusion Affidavit, Acknowledgement of Contract & Insurance Requirements, Determined Insurance Requirement Form. Review the full document from Orange County Sanitation District for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Fountain Valley, CA. Review the full solicitation for detailed scope requirements.