Planning & Development - Records Digitization and Cataloging Services
Project Information
- Bid Title
- Planning & Development - Records Digitization and Cataloging Services
- Issuing Agency
- City of Webster Groves
- Location
- Missouri
- Published Date
- Jan 14, 2026
- Closing Date
- Feb 20, 2026
- Government Level
- State & Local
- Status
- Closed
- Original Source
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- Bid Documents
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- Project Description
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Bid Title: Planning & Development - Records Digitization and Cataloging Services
Category: Services Status: Open Description: The City of Webster Groves is soliciting proposals to provide records inventory, document digitization, OCR processing, metadata creation, and digital cataloging services for the Planning & Development Department.
The City intends to use this competitive RFP process to identify a firm capable of converting a large, diverse collection of physical records into a structured, searchable, and durable digital archive that supports operational efficiency, public access, and long-term records preservation.
The project includes, but is not limited to, the following general tasks:
- Inventory and assess existing paper records.
- Digitize documents using high-resolution scanning.
- Apply Optical Character Recognition (OCR) for full text searchability.
- Create consistent and accurate metadata and indexing for all documents.
- Establish standardized file naming and digital organization structures.
- Deliver fully cataloged digital files in formats compatible with the City's document management and archival systems.
- Provide recommendations for long-term digital preservation and storage.
The City of Webster Groves' Planning & Development Department maintains a substantial archive of physical records generated through decades of planning, permitting, inspections, code enforcement, and land-use review activities.
Document types include, but are not limited to:
- Property maintenance "street files"
- Building permit applications, construction plans, permits, and inspection reports
- Planning Commission files (plats, rezonings, conditional use permits, development plans, meeting materials)
- Architectural Review Board applications and meeting materials
- Board of Adjustment meeting packets and case files
- Historic Preservation Commission applications, surveys, and reports
- Legacy materials related to zoning, long-range planning, special studies, and appeals
Many documents exist in mixed formats (letter, legal, oversized plans, bound volumes, photographs, etc.). The City seeks document management services to convert these records into a structured, accessible, and future-proof digital archive.
Publication Date/Time: 1/14/2026 12:00 AM Closing Date/Time: 2/20/2026 10:00 AM Submittal Information: bids@webstergrovesmo.gov Contact Person: Questions regarding this solicitation must be submitted in writing by email to John Wagner at wagnerj@webstergrovesmo.gov no later than 10:00 AM (CST) January 30, 2026. Qualifications: • Minimum five (5) years of experience in professional document scanning and archival digitization.
• Demonstrated experience with large-scale municipal or governmental archives.
• Expertise in metadata, indexing, file naming conventions, and OCR.
• Proven chain-of-custody, security, and confidentiality procedures.
• Ability to handle oversized plans, mixed media, and fragile documents.
• Adequate facilities, equipment, and staffing to meet project schedule.Special Requirements: 1) Cover letter outlining understanding of the project.
2) Description of project team and qualifications.
3) Detailed methodology and workflows for digitization, metadata, and QC.
4) Examples of at least three (3) comparable projects, with references.
5) Proposed project schedule with milestones.
6) Detailed fee proposal (itemized by phase and document type).
7) Hourly rates for additional services.
8) Certificate of InsuranceMiscellaneous: The City will receive proposals no later than 10:00 AM (CST) February 20, 2026, via email to bids@webstergrovesmo.gov. Proposals must be submitted as a single PDF file under 25 MB. Late submissions will not be considered. Related Documents: - Attachment Preview
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Request for Proposals (RFP)Planning & Development Records Digitization and Cataloging ServicesIssue Date:Due Date:Contact:Email:Telephone:January 16, 2026February 20, 2026John Wagner, Ph.D., Planning & Development DirectorEmail: wagnerj@webstergrovesmo.govPhone: 314-963-5333A. INTRODUCTION AND PURPOSEThe City of Webster Groves is soliciting proposals from qualified firms to provide recordsinventory, document digitization, OCR processing, metadata creation, and digital catalogingservices for the Planning & Development Department.This Request for Proposals is issued pursuant to Section 3.135 of the City Code, governing theprocurement of goods and services through competitive solicitation. Proposals will beevaluated and a contract awarded to the respondent whose proposal is deemed mostadvantageous to the City, taking into consideration qualifications, technical approach,experience, and cost.The City intends to use this competitive RFP process to identify a firm capable of converting alarge, diverse collection of physical records into a structured, searchable, and durable digitalarchive that supports operational efficiency, public access, and long-term recordspreservation.The project includes, but is not limited to, the following general tasks:• Inventory and assess existing paper records.• Digitize documents using high-resolution scanning.• Apply Optical Character Recognition (OCR) for full text searchability.• Create consistent and accurate metadata and indexing for all documents.• Establish standardized file naming and digital organization structures.• Deliver fully cataloged digital files in formats compatible with the City's documentmanagement and archival systems.• Provide recommendations for long-term digital preservation and storage.B. PROJECT BACKGROUNDThe City of Webster Groves' Planning & Development Department maintains a substantialarchive of physical records generated through decades of planning, permitting, inspections,code enforcement, and land-use review activities. Document types include, but are not limitedto:• Property maintenance "street files"City of Webster GrovesPage 1 of 7January 16, 2026• Building permit applications, construction plans, permits, and inspection reports• Planning Commission files (plats, rezonings, conditional use permits, developmentplans, meeting materials)• Architectural Review Board applications and meeting materials• Board of Adjustment meeting packets and case files• Historic Preservation Commission applications, surveys, and reports• Legacy materials related to zoning, long-range planning, special studies, and appealsMany documents exist in mixed formats (letter, legal, oversized plans, bound volumes,photographs, etc.). The City seeks document management services to convert these recordsinto a structured, accessible, and future-proof digital archive.C. PROJECT OBJECTIVESThe selected consultant will:• Conduct an on-site inventory and assessment of all document categories.• Develop a document preparation and digitization plan tailored to the City's materials.• Digitize all records using industry-standard professional equipment and practices.• Perform OCR on all applicable documents to enable full-text search.• Create accurate metadata, indexing, and file naming aligned with City standards.• Catalog documents for import into the City's digital records environment.• Ensure secure chain-of-custody and document tracking throughout the project.• Provide final organized digital archives and deliverables in agreed formats.• Advise the City on digital preservation standards and recommendations.D. SCOPE OF WORKPhase 1 – Inventory and Assessment• Conduct an on-site review of all Planning & Development records.• Categorize documents by type, age, format, size, and condition.• Identify fragile, oversized, bound, or otherwise specialized items.• Develop a Digitization Plan with recommended workflows, estimated documentvolumes, and schedule.Phase 2 – Document Preparation• Remove staples, bindings, clips, adhesives, and other obstructions.• Flatten creased or folded documents; repair damaged items as needed.• Separate oversized documents (e.g., architectural plans) for large-format scanning.• Label, barcode, or otherwise track materials for chain-of-custody.Phase 3 – Digitization & OCR• Scan all documents at appropriate resolutions (Minimum 300 dpi for standarddocuments; higher for oversized documents and photographs).• Perform OCR and metadata creation as appropriate to enable full-text searchability andcompatibility with City systems.• Ensure image quality, clarity, and legibility.City of Webster GrovesPage 2 of 7January 16, 2026• Convert files to PDF/A, TIFF, or other City-approved formats.• Conduct continuous quality control checks.Phase 4 – Indexing, Metadata, and Cataloging• Develop metadata fields tailored to City needs (e.g., parcel ID, address, case number,meeting date).• Apply standardized file naming conventions.• Create foldering structures aligned with departmental workflows.• Cross-reference records when applicable.Phase 5 – Final Deliverables and Transfer• Deliver all digitized documents and metadata on encrypted drives or City-approvedstorage media.• Optional: Upload files directly into the City's document management system andprovide training, if technically feasible.Optional Phase ExpansionIf the City determines it is desirable to expand the scope of services to include records fromother City departments or additional materials beyond Planning & Development, the contractmay be amended to include such work. Any such amendment must be approved inaccordance with City Code Section 3.135 and by the City Council, as applicable. No additionalcompetitive solicitation shall be required for work that is substantially similar in nature to theservices originally procured under this contract.Definition: For purposes of this clause, “substantially similar in nature” refers to servicesinvolving records inventory, document preparation, digitization, OCR, metadata creation,indexing, cataloging, and delivery in formats compatible with the City’s documentmanagement systems.E. DELIVERABLESThe selected firm will provide:1) Inventory & Digitization Plan summarizing record types, volumes, condition,recommended scanning methods, and workflow.2) Prepared document batches and tracking logs.3) Digitized and OCR-processed files.4) Metadata and indexing spreadsheets.5) Foldering and file naming documentation.6) Cataloging Summary Report documenting methods, metadata, naming conventions,volumes, and any exceptions.7) Encrypted external drives or other City-approved storage media.8) Optional training and/or data import assistance, if technically feasible.9) All files delivered in editable and archival digital formats.F. MINIMUM QUALIFICATIONS• Minimum five (5) years of experience in professional document scanning and archivaldigitization.• Demonstrated experience with large-scale municipal or governmental archives.• Expertise in metadata, indexing, file naming conventions, and OCR.City of Webster GrovesPage 3 of 7January 16, 2026• Proven chain-of-custody, security, and confidentiality procedures.• Ability to handle oversized plans, mixed media, and fragile documents.• Adequate facilities, equipment, and staffing to meet project schedule.G. PROPOSAL SUBMISSION REQUIREMENTS1) Cover letter outlining understanding of the project.2) Description of project team and qualifications.3) Detailed methodology and workflows for digitization, metadata, and QC.4) Examples of at least three (3) comparable projects, with references.5) Proposed project schedule with milestones.6) Detailed fee proposal (itemized by phase and document type).7) Hourly rates for additional services.8) Certificate of Insurance.H. REVIEW AND SELECTION PROCESS1) The City of Webster Groves will review all responses that meet requirements and arereceived prior to the designated closing date and time.The review and selection of the company shall be made without regard to race, color, sex,age, religion, national origin, or political affiliation. The City of Webster Groves, Missouri isan Equal Opportunity Employer and encourages proposals from qualified minority- andwoman-owned businesses.2) Proposals will be evaluated using the following selection criteria:CriteriaWeight DescriptionRelevant Experienceand Qualifications30%Experience with municipal records digitization, similar projectscope and scale, demonstrated expertise in recordsmanagement and preservation standardsTechnical Approachand MethodologyQuality control procedures, data security measures, metadata25% standards, workflow process, deliverables format, andcompliance with records retention requirementsProject Team andCapacity15%Qualifications of key personnel, availability of staff, ability tomeet project timeline, local presence or accessibilityCost Proposal20%Competitiveness and reasonableness of pricing, value forservices provided, clarity of cost structureReferences and PastPerformance10%Quality of references, demonstrated success on similarprojects, client satisfactionTOTAL 100%3) The City may interview top-ranked firms.4) Final selection and contract award are subject to approval by the City Council inaccordance with Section 3.135 of the City Code.I. RIGHT OF REFUSALThe City reserves the right, at its sole discretion, to reject any or all proposals, waive minorirregularities, cancel the solicitation in whole or in part, or accept proposals as submitted,without incurring liability to any proposer.City of Webster GrovesPage 4 of 7January 16, 2026J. CONTRACT NEGOTIATIONSFollowing selection and prior to contract award, the City may negotiate any aspect of aproposal or proposed contract. If a selected firm fails to provide requested Scope of Work orcost information in a timely manner, does not negotiate in good faith, or cannot fulfill thecontract, the City may terminate negotiations and pursue discussions with the next qualifiedfirm.K. AWARDThe contract will be awarded to the proposal deemed most advantageous to the City, basedon evaluation criteria, qualifications, and City discretion. The City Council reserves the right toreject any or all proposals and to authorize contract negotiations consistent with Section 3.135of the City Code. The award is subject to approval by the City Council. The City may withdrawor decline the award within 30 days, as allowed under Sections 9 and 10, without incurringliability.L. SCHEDULE (TENTATIVE)MilestoneDateIssue DatePre-Proposal MeetingDeadline for QuestionsQuestion Responses/Addenda PostedProposal Due DateProposal EvaluationNegotiation with Selected VendorRecommendation to City CouncilCity Council Approval of ContractNotice to ProceedJanuary 16, 2026January 23, 2026 (10:00 AM at City Hall)January 30, 2026February 6, 2026February 20, 2026February 23 - 27, 2026March 2 - March 13, 2026March 17, 2026April 7, 2026Issued following City Council approval andexecution of contractM. OWNERSHIP OF WORK PRODUCTAll digital files and documentation become the property of the City of Webster Groves. TheCity shall have full rights to use, reproduce, and distribute these materials without restriction.N. INSURANCEThe selected consultant shall, at its own expense, maintain in full force and effect insurancecoverage with carriers licensed to do business in the State of Missouri and acceptable to theCity of Webster Groves. Certificates of insurance shall be provided to the City prior tocommencement of work and shall include a provision that coverage will not be canceled ormaterially altered without at least thirty (30) days' written notice to the City.Minimum coverage shall include the following:Owner's Protective Insurance• Bodily Injury, including death: $1,000,000 per person; $2,000,000 per occurrence• Property Damage: $1,000,000 per occurrence; $2,000,000 aggregateCity of Webster GrovesPage 5 of 7January 16, 2026
- Commodity Codes
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- NAICS 518210Data Processing, Hosting, and Related Services
- NAICS 541511Custom Computer Programming Services
- NAICS 541611Administrative Management and General Management Consulting Services
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