Request for Proposals Archivist Consultant Services for Onsite Records Management and Digitization County Project No. 7341RFQ
Project Information
- Bid Title
- Request for Proposals Archivist Consultant Services for Onsite Records Management and Digitization County Project No. 7341RFQ
- Issuing Agency
- Imperial county
- Location
- California
- Published Date
- Apr 20, 2026
- Closing Date
- May 7, 2026
- Government Level
- State & Local
- Status
- Closed
- Original Source
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- Bid Inquiries
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- Bid Documents
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- Project Description
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Request for Proposals Archivist Consultant Services for Onsite Records Management and DigitizationCounty Project No. 7341RFQ
Plans, specifications, and proposal forms for bidding this project can be obtained at the office of the Imperial County Department of Public Works; 155 South 11th Street, El Centro, CA 92243. A $100.00 fee is required (no refund will be made). Priority mail service is available at an additional cost of $15.00 per set of documents. This additional cost will be waived if the purchasing entity provides their own shipping account number. Make checks payable to the County of Imperial Department of Public Works.
Alternatively the Plans, Specifications & Proposal Forms can be downloaded from this page.
Only the required construction trade journals and those firms who have purchased the bid documents will be directly provided any addendums that may be issued for these projects prior to the bid opening date. Every attempt will be made to post addendums on this page as well. It is the bidder’s ultimate responsibility to verify that he or she has obtained ALL the addendums for each project..
Project Number:7341RFQ
Proposal Due: Thursday, May 7, 2026before 4:00 p.m.
Imperial County
Department of Public Works
155 S. 11th Street
El Centro, CA 92243
Issued on April 20, 2026
Project Estimate: TBD
PROPOSALS MUST BE SUBMITTED ON THE SPECIFIED DATE AND TIME THROUGH THE COUNTY'S PLANETBIDS PORTAL AT https://vendors.planetbids.com/portal/64020/portal-home . THE COUNTY WILL NOT CONSIDER PROPOSALS RECEIVED AFTER THE DUE DATE. AN AMENDMENT IS CONSIDERED A NEW PROPOSAL AND WILL NOT BE ACCEPTED AFTER THE SPECIFIED DATE AND TIME.
Bid Documents:Jessica Carrillo, Administrative Analyst IContact email:
jessicacarrillo@co.imperial.ca.us
- Attachment Preview
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REQUEST FOR PROPOSALSARCHIVIST CONSULTANT SERVICESFOR ONSTIE RECORDS MANAGEMENT AND DIGITIZATIONCOUNTY PROJECT NO. 7341RFQPrepared By:Jessica CarrilloAdministrative Analyst IDeadline for Submissions: Thursday, May 7, 2026 at 4:00 p.m.Imperial CountyDepartment of Public Works155 S. 11th StreetEl Centro, CA 92243PROPOSAL MUST BE SUBMITTED BY THE SPECIFIED DATE AND TIME. THE COUNTY WILL NOT CONSIDERPROPOSALS RECEIVED AFTER THE DUE DATE. AN AMENDMENT IS CONSIDERED A NEW PROPOSAL AND WILL NOTBE ACCEPTED AFTER THE SPECIFIED DATE AND TIME.April 20, 2026ContentsI. PURPOSE AND BACKGROUND ............................................................................................... 3II. SCOPE OF WORK ....................................................................................................................... 3III. RESPONSIBILITIES OF THE COUNTY ............................................................................... 4V. EVALUATION OF PROPOSALS .............................................................................................. 6VI. QUESTIONS AND QUOTATION SUBMISSION.................................................................. 6Exhibit A – Sample Agreement and Insurance RequirementsExhibit B – Sample Evaluation FormI. PURPOSE AND BACKGROUNDApril 20, 2026The County of Imperial Department of Public Works (Department) maintains a large volume of records, including historicaldocuments, engineering plans, maps, photographs, and other materials critical to the operation and documentation of publicinfrastructure. Many of these records exist in both physical and digital formats across multiple divisions, resulting ininconsistencies in organization, accessibility, and long term preservation.As recordkeeping requirements continue to evolve, the Department must ensure compliance with applicable regulations,including the California Public Records Act and California Government Code Section 26202, which establishes retentionrequirements for public records. Additionally, the need to preserve historically significant documents and improve accessto information has become increasingly important for operational efficiency and public transparency.Currently, the Department lacks a standardized, centralized archival and digital filing system to effectively manage theserecords. As a result, staff may encounter challenges in locating documents, responding to public records requests, andensuring proper retention and disposition of materials.To address these needs, the County is seeking professional archivist consultant services to assess existing records, developa compliant records retention schedule, and establish a structured archival and digital records management system. TheConsultant will also provide recommendations for digitization standards and staff training to support long-termimplementation and sustainability of the system.The County of Imperial Department of Public Works is requesting proposals from qualified consultants to provideprofessional archivist services. Qualified entities are invited to submit proposals in accordance with this Request forProposals (RFP). The Department intends to procure professional archival services to organize, catalog, digitize, andpreserve an extensive collection of historical records onsite at the Department office located at 155 S. 11th Street, El Centro,CA, 92243.The contract will become effective upon approval by the Imperial County Board of Supervisors for the duration of one yearwith the option to renew up to four – one year extensions for a total of five years. Any such extensions shall be determinedby the Department and approved through supplemental agreement modifications/amendments contingent upon ongoingneed, satisfactory performance, and availability of funding.Proposed Schedule of EventsIssue Request for QuotationsApril 20, 2026Final Date for QuestionsApril 29, 2026Quotation DueMay 7, 2026Consultant SelectionJune 2026County Awards ContractJuly/ August 2026II. SCOPE OF WORKThe successful Consultant shall assess, develop, and implement a comprehensive records management and archival systemfor the Imperial County Department of Public Works. The Consultant shall evaluate existing records, establish standardizedfiling and retention procedures, and provide recommendations for digitization and long term preservation.All work to be performed shall be completed at the County of Imperial Department of Public Works office locatedat 155 S 11th Street, El Centro CA 92243.The scope of work is to perform the following tasks to assist the County in establishing an organized and compliant recordsmanagement system..Services and tasks to be provided by consultant include, but are not limited to:1. Archival Assessment: Conduct a comprehensive inventory and evaluation of existing records across all divisions,including physical documents, plans, maps, photographs, and digital files (e.g., CAD and GIS data), to identifyorganizational gaps and preservation needs.2. Records Organization and Classification: Develop a standardized classification and filing structure to ensureconsistency, accessibility, and efficient retrieval of records across the Department.3. Retention Schedule Development: Prepare or update a records retention schedule in compliance with CaliforniaGovernment Code Section 26202 and other applicable regulations; including identification of records requiring longterm or permanent preservation.4. Digitization: Develop recommendations and standards for digitizing physical records, including file namingconventions, metadata requirements indexing methods, and preferred formats for electronic storage, prepare documentsfor scanning, and securely process imaging/scanning of Department files.a. All records shall remain onsite at County facilities at all times. Consultant shall perform all sorting andscanning at designated County location(s). Removal, transport, of offsite storage of materials is strictlyprohibited.b. Document preparation shall include but not be limited to smoothing dog-eared corners, repairing torn edges,flattening rolled plan-sets, removing binding material (e.g. staples, clips, fasteners, etc) and sticky notes, bounddocuments are to be disassembled and scannedc. All scanned documents are to be in proper orientation to be viewed without image rotation and capture high-quality digital images following best practicesd. Double-sided pages are to be scanned in sequence and the image of the reverse side of the page is to follow thefront side of the page when viewing the imagese. Blank pages shall be eliminated5. Digital Archiving Framework: Coordinate and conduct the establishment of a centralized digital filing system,including guidance on software, database structure, and/or integration with existing systems, as applicable.6. Staff Training: Provide training to Department staff on new records management procedures, digital filing protocols,and best practices for handling public records requests.7. Documentation and Deliverables: Prepare and submit all required deliverables, including an archival assessmentreport, finalized records retention schedule, metadata schema, and a final report outlining recommendations andimplementation guidance.8. Coordination and Communication: Coordinate with the Department of Public Works staff and other Countydepartments, as necessary, to obtain relevant information and ensure successful implementation of the recordsmanagement system.The selected consultant shall be responsible for evaluating project requirements and providing written recommendations forscanning and digitization equipment necessary for the Scope of Work. Recommendations shall include, at a minimum,equipment specifications, performance requirements, and justification based on anticipated document types, volumes, andprojection needs. Ancillary equipment needed for this scope of work shall be procured directly by the Department. Consultantshall not be responsible for purchasing equipment unless expressly authorized in writing by the Department.III. RESPONSIBILITIES OF THE COUNTYThe County will provide direction, provide management oversight, and conduct administrative arrangements.The County will pay an agreed upon amount normally within 30 days after receipt of an invoice.The County will provide a dedicated workplace facility.The County reserves the right to perform any portion of the scope of work by County personnel or other consultants should theCounty determine it would be in the best interest of the County to do so.Any required capital expenditures or unexpected failures will be the responsibility of the County. Respondent shall identify andrequest all necessary chemicals, materials, and equipment necessary to successfully operate the systems and notify the Countyfor payment. Laboratory and analytical costs shall be borne by the County. The County shall pay for the costs for these itemswith prior approval.IV. PROPOSAL CONTENTProposal should be typed, organized and concise, yet comprehensive.General RequirementsProvide a cover letter.State the interpretation of the work to be performed. State a positive commitment to perform the work in the requiredmanner and time frame; include a basic summary; and demonstrate an understanding of the project. Provide a statement thatthe offer is valid for at least a ninety (90) day period.Provide the name(s) of the primary and/or alternate individuals authorized to respond to this RFP. Include titles, addresses,e-mail, and phone number. Include contact details on person who will be authorized to execute a contract with the Countyof Imperial if your firm is successful.The Consultant is representing itself as a qualified professional in archiving services. Therefore, it is acceptable to submitrecommendations and comments for consideration on format, process, schedule, and additional content of projects. TheCounty will consider comments and recommendations; however, it is not required to select any of the recommendations orcomments.Expensive bindings, colored displays, promotional materials, etc., are neither necessary nor desired. Emphasis should beconcentrated on conformance to the RFP instructions, responsiveness to the RFP requirements, and on completeness and clarityof content.Table of ContentsInclude a table of contents with identification of each section and page number.Summary of Qualifications and ExperienceState whether the consultant (or firm) is local, regional, national or international.Identify the owner(s) of the firm and legal status (sole proprietor, corporation, etc.)Identify the qualifications and résumés of all individuals who will be performing services under this contract.Summarize specific experience and qualifications for similar and related projects. Provide detailed knowledge andexperience in working on projects that require adherence to the federal, state, and local regulatory agencies. Describe theservices previously performed. List at least 3 references with contact information (including email).Analysis of Effort/MethodologyDescribe the approach for how the work will be performed. The proposal shall indicate any specific techniques ormethodology to be utilized.The proposal shall include a sample project timeline with specific tasks envisioned for scope of work.
- Commodity Codes
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- NAICS 541611Administrative Management and General Management Consulting Services
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