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Records & Information Management (RIM) Program Evaluator

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State & Local

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The Records and Information Management Program Evaluator subcontract involves a comprehensive assessment of the records management programs utilized by prime contractors on OC San professional services projects. The scope of work focuses on evaluating the entire lifecycle of physical and electronic records, including storage protocols and the management of legal holds. A critical component of the evaluation is ensuring strict compliance with the California Public Records Act and established wastewater utility standards through detailed RIM audit compliance reviews and gap analyses. The selected provider will be responsible for delivering a Draft and Final Assessment of the RIM Program along with a formal written gap analysis. This procurement is categorized under NAICS code 541611 and is managed by the Board Services agency. Interested parties must submit their responses by the deadline of November 16, 2026.

General Info

Subcontract for evaluating OC San records management compliance and delivering a gap analysis.

Documents

This scope was carved out of CS-2026-745.

The full solicitation package (6 documents), including the RFP, is on the prime solicitation, not on this scope.

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Records Management Assessment

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AgencyCalifornia → 320 - Board Services
ContactsNo contacts available
OfficeN/A
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Full Description

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Performs a comprehensive evaluation of the records management program for prime contractors on OC San professional services projects. Assesses physical and electronic records lifecycle, storage, and legal holds; evaluates compliance with the California Public Records Act and wastewater utility standards; and conducts RIM audit compliance reviews and gap analyses. Delivers the Draft and Final Assessment of the RIM Program and a written gap analysis.

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More opportunities from California → 320 - Board Services

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NAICS: 541611
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Records Management Assessment
Solicitation # CS-2026-745
The Orange County Sanitation District (OC San) is soliciting a qualified consultant under solicitation number CS-2026-745 to perform a comprehensive, unbiased needs assessment of its Records Management Program. The scope of work involves evaluating governance, policies, organizational capacity, business processes, and operational practices. The selected consultant will provide prioritized recommendations and a modernization implementation roadmap, specifically focusing on the long-term sustainability and collective storage of digitized records from all locations into Laserfiche. The contract term begins upon the effective date of the Notice to Proceed and concludes on June 30, 2027. The project is structured around five payment milestones: a kick-off meeting (10%), a draft assessment (30%), a final assessment (15%), a draft of systems evaluation and recommendations (30%), and a final systems evaluation and recommendations (15%). Award selection is based on the most responsive and responsible firm in OC San's best interest, determined by technical scoring and interviews. Proposals must be submitted electronically via the OpenGov portal by November 16, 2026, with technical and cost components submitted as separate files. Key personnel identified in the proposal are subject to OC San's approval and cannot be replaced without written consent. All final reports must be delivered electronically in PDF and Microsoft Word formats.
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