RFP - Document Management Software

The County of El Dorado is seeking a document management software (DMS) solution to streamline document handling, enhance integrations with the County's existing online permit processing system, and improve operational efficiency for the Planning and Building Department. The successful Proposer will provide a DMS solution that includes a centralized repository for all Planning and Building-related documents, customizable metadata and tagging for easy document search and retrieval, support for multiple file formats, integration with the County's Trakit online permit processing system, online plan check features, and a customer and contractor portal. The Proposer must have experience in providing document management systems, particularly with California local governments. • The DMS solution should integrate with the County's Trakit online permit processing system to ensure seamless data flow and functionality. • The solution should enable online plan checks with tools for annotation, version control, and real-time collaboration. • The solution should enhance communication with the public and contractors through secure document access, notifications, and a user-friendly interface. • The solution should ensure compliance with data security standards and local government regulations. • The Proposer should provide comprehensive training sessions for Planning and Building staff on system usage and administration, user manuals and quick-reference guides, and ongoing technical support and maintenance post-implementation.