Consulting Services for FileNet to SharePoint Embedded Proof of Concept

The Washington Suburban Sanitary Commission, MD (the "WSSC Water"), is soliciting sealed responses for Consulting Services for FileNet to SharePoint Embedded Proof of Concept. Responses are to be submitted via WSSC's eProcurement Portal via https://procurement.opengov.com/portal/wsscwater PRIOR TO 2:00 pm on Wednesday, April 29, 2026. Late responses will not be accepted.

Project work includes Consulting Services for FileNet to SharePoint Embedded Proof of Concept (POC)

Background

WSSC Water seeks to assess the feasibility of migrating from its legacy IBM-based document management infrastructure (DataCap and FileNet) to a modern, cloud-native architecture built on Microsoft technologies. This Proof of Concept (POC) will evaluate whether SharePoint Embedded, Azure-native services, and/or any modern front-end technologies can effectively replace existing capabilities while improving operational efficiency, user experience, and system integration.

WSSC Water currently relies on IBM DataCap for document capture and processing, and IBM FileNet for document management and workflow automation. As part of its digital transformation strategy, the organization is exploring a unified Microsoft ecosystem that can deliver equivalent or enhanced functionality while reducing vendor complexity and total cost of ownership.

This POC will validate the technical viability, user experience, integration capabilities, and operational readiness of a Microsoft-based solution stack through two integrated use cases:

1. A modernized warehouse ordering system, currently implemented on FileNet, reimagined as a metadata-driven, workflow-enabled solution built on SharePoint Embedded and integrated with Oracle EBS using any modern front-end technologies, preferably React.
2. A web-based scanning platform developed using any modern front-end technologies, preferably React, that utilizes Microsoft Azure Document Intelligence/Document Recognizer (or similar technologies but not IBM products) for intelligent document classification, metadata extraction, and validation, with secure export to SharePoint Embedded for storage, indexing, and retrieval.

Project Details

• Reference ID: 101583
• Department: Information Technology Department
• Department Head: Joseph Edwards (Chief Information Officer)

Important Dates

• Questions Due: 2026-04-09T18:00:00.000Z
• Pre-Proposal Meeting: 2026-04-07T14:30:00.000Z — https://teams.microsoft.com/meet/28847859696471?p=VJjaYKaQvW79AXEsWz

Evaluation Criteria

• Technical Approach (40%): (40 pts) —
  • Offeror shall submit a detailed approach to each use case and interface integration; please refer to the attachment of Warehouse and Scanning POC Use Cases.
  • Quality of proposed architecture and alignment with the Scope of Work use cases; Scanning, and Integration strategy for Oracle EBS, SharePoint Embedded, and Azure Document Intelligence; and adherence to workflow and scanning best practices
• Relevant Experience (30%): (30 pts) —

  Demonstrated delivery of similar Microsoft-based solutions (Scanning, Power Apps/ReactJS, SharePoint Embedded, Azure AI); and track record with utilities or public sector organizations.

  1. Web Application Development Experience
     1. Identify all experience in delivering professional services and support for web applications
     2. Identify modernized approaches using front-end technologies (preferably React) 
  2. Document Intelligence Experience
     1. Identify all experience in delivering professional services and support for Microsoft Azure Document Intelligence (formerly Document Recognizer) or similar tools
     2. Documenting all experience with IBM tools relevant to WSSC's current environment, as identified within the solicitation
  3. Oracle EBS Inventory Module Experience
     1. Identify all key project staff members with supporting years of experience working with the inventory module in Oracle EBS (version 12.2.10 or higher)
  4.  Submit your Team qualifications (e.g., relevant certifications).
  5. Submit References from similar SharePoint Embedded implementations.
• Timeline & Risk Management (10%) (10 pts) —
  • Realistic schedule aligned with milestones and risk mitigation strategies for integration delays, data privacy, and scope changes
  • Offeror shall submit Risk Mitigation Plan.
• Cost Effectiveness (Pricing) (20%) (20 pts) —

  Competitive fixed-price proposal

Submission Requirements

• MINIMUM QUALIFICATIONS —

  Each Offeror must meet the following minimum qualifications to be considered for the Award.

• Is your firm a Certified Oracle Partner? (required)
• If yes, submit proof of partnership from the manufacturer. (required)
• Does your firm have a staff member who has a minimum of nine (9) months of experience providing professional services and support for SharePoint Embedded? (required)
• If yes, provide a summary of relevant experience for the proposed staff member and attach a copy of the proposed resume (required)
• Does the Offeror have at least five (5) years of experience delivering professional services and support for web applications using modern front‑end technologies? Preferably React. (required)
• If yes, provide the documentation necessary to show proof of experience. (required)
• Does the Offeror have at least three (3) years of experience providing professional services and support for Microsoft Azure Document Intelligence (formerly Document Recognizer) or similar tools? Experience with IBM tools will be considered only to the extent necessary to understand the current environment. (required)
• If yes, provide the documentation necessary to show proof of experience. (required)
• Does the Offeror have a minimum of five (5) years of experience working with the inventory module in Oracle EBS Inventory Module Experience? Key project staff must have a minimum of five (5) years of experience working with the inventory module in Oracle EBS (version 12.2.10 or higher). (required)
• If yes, provide the documentation necessary to show proof of experience (required)
• Please provide a detailed breakdown of the cost of each deliverable that makes up the total lump-sum price in the price proposal section 8. (required) —

  The detailed breakdown must be uploaded here. 

• Appendix A: OSDI PARTICIPATION
• Does your firm meet the Optimization of Diverse Business Development Program requirements? (required)
• Provide proof of approved MBE business certifications or SLBE registrations? (required)
• Please download and complete the attached OSDI Forms (required) —

  Please download the below documents, complete, and upload.

• Appendix B: CERTIFICATE OF INSURANCE
• Please upload your up to date Certificate of Insurance here (required)
• Appendix C: SUBMISSION FORMS
• Technical Proposal (WITHOUT COST) (required) —

  Please upload your technical proposal here

• CONSENT TO USE OF ELECTRONIC SIGNATURE (required) —

  Please download the below documents, complete, and upload.

• CERTIFIED INSURANCE CONFIRMATION (required) —

  I certify that I will have on file within 10 days of Notice of Award, Certificates of Insurance acceptable to the Commission, meeting all requirements set forth in the Contract Document.

• CONTRACT CERTIFICATION AFFIDAVIT (required) —

  Please download the below documents, complete, and upload.

• CONSULTANT CONFLICT OF INTEREST AFFIDAVIT (required) —

  Please download the below documents, complete, and upload.

• IRAN INVESTMENT ACTIVITY CERTIFICATION (required) —

  Please download the below documents, complete, and upload.

• STATEMENT OF BIDDER’S QUALIFICATIONS FORM (required) —

  Please download the below documents, complete, and upload.

• STATEMENT OF OFFEROR’S QUALIFICATIONS FORM (required) —

  Please download the below documents, complete, and upload.

• PRICING
• Please upload your pricing here (required)
• REFERENCES —

  Please list 3 references below including the following information:

  1. Name and address of customer.
  2. The name, title, telephone number, and e-mail of customer contact.
  3. Description of the work performed, contract title, contract dates and price range (over or under $________)
• Reference 1 (required)
• Reference 2 (required)
• Reference 3 (required)
• Are you registered in WSSC Water's Supplier Portal? (required)
• Please provide your Supplier Portal identification number (ID): (required)
• Please confirm that you have registered prior to bid submittal (required) —

  Please register at: www.wsscwater.com/supplier.

• Prompt Payment Discount (required)
• Solicitation Purpose? (required)
• RFP purpose? (required)
• IFB Purpose (required)
• General Terms and Conditions? (required)
• How will you be collecting pricing? (required) —

  Select electronic pricing table if providing line items for the vendor to fill out

• Bonding Requirements? (required)
• Please select all relevant insurance types: (required)
• Will you be awarding a single or multiple vendors? (required)
• Will the Mid-Atlantic Purchasing Team Intergovernmental & Cooperative Purchasing Clause apply? (required) —

  Select yes to show the Mid-Atlantic Purchasing Team Intergovernmental & Cooperative Purchasing Clause in the attachments

• Identify OSDI's Participation Recommendation (required)
• MBE Bid Price Preference: (required)
• SLBE Bid Price Preference: (required)
• MBE/SLBE Goal (required)
• Select the Optimization of Diverse Business Development Program (required)