State of New Jersey Documentation Management and Workflow Solution RFQ - 2026
State Investment Council | State of New JerseyState · NJ- Due
- Sep 16, 2026
- Deadline passed
- Posted
- Jun 9, 2026
- Contract term
- 3 years
The 30-second brief
The State of New Jersey Department of the Treasury, Division of Investment (DOI) is seeking proposals for a cloud-based document management and workflow software solution. The requested software will support public and private market investment opportunity tracking, capital calls, distributions, and compliance processes. Key requirements include support for approximately 65 users, 700+ contacts, integration with MS Office, FactSet, Bloomberg, Burgiss, and Preqin, and strict compliance with U.S.-based data center storage and State data security standards. Quotes are due by September 16, 2026, at 2:00 PM EST, with an electronic question due date of July 22, 2026.
The firm’s approach and plans to perform the services required by the Scope of Services; The firm’s documented experience in successfully completing contracts of similar size and scope; The qualifications and experience of the firm’s personnel assigned to the engagement; The overall ability of the firm to mobilize, undertake and successfully complete the contract.
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Summary
The State of New Jersey Department of the Treasury, Division of Investment (DOI) is seeking proposals for a cloud-based document management and workflow software solution.
The requested software will support public and private market investment opportunity tracking, capital calls, distributions, and compliance processes. Key requirements include support for approximately 65 users, 700+ contacts, integration with MS Office, FactSet, Bloomberg, Burgiss, and Preqin, and strict compliance with U.S.-based data center storage and State data security standards. Quotes are due by September 16, 2026, at 2:00 PM EST, with an electronic question due date of July 22, 2026.
EVALUATION CRITERIA
4- The firm’s approach and plans to perform the services required by the Scope of Services
- The firm’s documented experience in successfully completing contracts of similar size and scope
- The qualifications and experience of the firm’s personnel assigned to the engagement
- The overall ability of the firm to mobilize, undertake and successfully complete the contract
REQUIRED ATTACHMENTS
Ownership Disclosure Form, Disclosure of Investment Activities in Iran Form, Disclosure of Investigations and Other Actions Involving the Vendor Form, MacBride Principles Form, Source Disclosure Form, Confidentiality/Commitment to Defend Form, Subcontractor Utilization Plan, Two-Year Chapter 51/Executive Order 333 Vendor Certification, Affirmative Action Employee Information Report or Certificate, Business Registration Certificate, Certification of Non-Involvement in Prohibited Activities with Russia or Belarus Form, State of New Jersey Security Due Diligence Third-Party Information Security Questionnaire and signed NDA, Financial Statements
- Submit to
- [email protected]
- Duration
- 60 months
- Scope location
- Trenton, NJ
- Reported agency
- State of New Jersey Department of the Treasury
Questions about this RFQ
How do I respond to this RFQ from State Investment Council | State of New Jersey?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is September 16, 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 RFQ?
Most government agencies, including State Investment Council | State of New Jersey in NJ, 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 RFQ 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.
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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: "The firm’s approach and plans to perform the services required by the Scope of Services; The firm’s documented experience in successfully completing contracts of similar size and scope; The qualificat..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from State Investment Council | State of New Jersey?
All active and historical solicitations from State Investment Council | State of New Jersey are tracked and searchable. As a state agency, State Investment Council | State of New Jersey 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.
What documents are required to bid on this RFQ?
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: Ownership Disclosure Form, Disclosure of Investment Activities in Iran Form, Disclosure of Investigations and Other Actions Involving the Vendor Form, MacBride Principles Form, Source Disclosure Form,. Review the full document from State Investment Council | State of New Jersey for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Trenton, NJ. Review the full solicitation for detailed scope requirements.