Document Management System
Please review all requirement before responding to RFP. Responders must be physically located within 40mi of Boston, Massachusetts.
Citizens Energy OHP Oil Heat Program (OHP) is soliciting written proposals from qualified firms for
the acquisition, installation, training and support of a document imaging, storage and retrieval system
(document management system). The Departments goal is to implement an electronic document
management solution. This solution will encompass Postal mail Recovery & Sorting, Document
Scanning, Indexing, Reconciliation, Archiving and Data Retention.
The intention of the Request for Proposal (RFP) is to solicit proposals from companies (Vendors) that
have a proven reputation for satisfactorily implementing and maintaining Electronic Document
Management Systems (EDMS).
The Department has placed importance on a solution that will easily integrate with its existing and
future Microsoft CRM applications and with its Microsoft Great Plains Billing and Financial Accounting
system.
