Request for Information: Commercial Off-the-Shelf (COTS) Electronic Records Management (ERM) System

Department of Energy's Office of General Counsel is conducting market research to identify a COTS Electronic Records Management system that is NARA-compliant and can centralize records currently scattered across local drives, workstations, and SharePoint.

Market research (RFI only) for a Commercial Off-the-Shelf Electronic Records Management (ERM) system to consolidate and manage federal records in compliance with NARA standards, DOD 5015.2-STM, and OMB/NARA directives M-19-21 and M-23-07.

• NARA-compliant ERM solution with DOD 5015.2-STD certification preferred
• Support for ingestion from multiple sources (network drives, SharePoint, email, databases)
• Robust metadata management and retention schedule enforcement
• Advanced search and retrieval capabilities with audit trails
• Integration with Microsoft 365 and federal systems
• Strong access control, authentication (AD/LDAP), and encryption for CUI protection
• API capabilities (RESTful or GraphQL) for custom integrations

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