RFI Records Management App Using AI
ID: 2033H625N00004Type: Sources Sought
Overview

Buyer

TREASURY, DEPARTMENT OF THEBUREAU OF THE FISCAL SERVICEFISCAL SERVICEPARKERSBURG, WV, 26101, USA

NAICS

Administrative Management and General Management Consulting Services (541611)

PSC

SUPPORT – ADMINISTRATIVE: ELECTRONIC RECORDS MANAGEMENT SERVICES (R617)

Set Aside

Total Small Business Set-Aside (FAR 19.5) (SBA)

Original Source

https://sam.gov/opp/ea0088bb643741afa852ec3a38f9f810/view
Timeline
  1. 1
    Posted Mar 25, 2025, 12:00 AM UTC
  2. 2
    Updated Mar 25, 2025, 12:00 AM UTC
  3. 3
    Due Apr 22, 2025, 2:00 PM UTC
Description

The Department of the Treasury, Bureau of the Fiscal Service, is seeking information from vendors capable of providing Commercial-Off-The-Shelf (COTS) records management applications that utilize artificial intelligence (AI) technology. The objective is to enhance the efficiency of managing records throughout their lifecycle, including identification, categorization, retention, and destruction, while migrating existing records from the current system, Open Text Content Manager. This initiative aims to reduce reliance on human intervention and improve accuracy in records management processes. Interested vendors must submit their responses by email to purchasing@fiscal.treasury.gov no later than 10:00 a.m. on April 22, 2025, and are encouraged to include a high-level capabilities statement along with relevant business and technical information.

Point(s) of Contact
RVBROWN, FSAB
purchasing@fiscal.treasury.gov
TRASHCROFT, FSAB
purchasing@fiscal.treasury.gov
Files
Title
Posted
Records Management AI RFI.pdf
Mar 25, 2025, 3:08 PM UTC
The United States Department of the Treasury's Bureau of the Fiscal Service has issued a Request for Information (RFI) to identify vendors capable of providing Commercial-Off-The-Shelf (COTS) records management applications that incorporate artificial intelligence (AI) technology. The application is intended to manage records throughout their lifecycle, including identifying, categorizing, and deleting records, while migrating existing records from the current system, Open Text Content Manager. Vendors interested in responding must provide a high-level capability statement detailing their business, relevant experience, and compliance with technical requirements. They should also share their business categorization, government contract availability, willingness to demonstrate their application, price lists, and past performance references. Responses must be submitted electronically by April 22, 2025, to the specified email address. Importantly, this RFI serves only as a means to gather market research and does not constitute a formal proposal solicitation. The document clarifies that any incurred response costs are the vendors' responsibility, and proprietary information must be clearly marked. The overarching goal is to increase efficiency and reduce reliance on human intervention in managing records through AI integration.
Lifecycle
Title
Type
RFI Records Management App Using AI
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