FOIA, eDiscovery, and Matter Management Solution(s) - Request for Information (RFI)

Closed Pre-Solicitation Posted

Solicitation number
FRTIB-OGC-RFI-2026-001
Agency
Responses due
Set-aside
No set-aside

Opportunity facts

NAICS code
513210 Software Publishers
Place of performance
District of Columbia 20002, United States

Notice details come from SAM.gov. Updated .

About this opportunity

The Federal Retirement Thrift Investment Board, Office of General Counsel, is conducting market research through a Request for Information to identify commercially available FOIA processing, eDiscovery, Matter Management, and legal operations solutions, with responses due August 25, 2026 by 12:00 p.m.

FRTIB seeks integrated platforms, modular solutions, or interoperable technologies addressing FOIA case intake, tracking, review, redaction, and reporting; eDiscovery and records collection with defensible search across Microsoft 365 and enterprise data sources, legal holds, and chain-of-custody tracking; Matter Management with configurable workflows and task management; knowledge management for precedent reuse and institutional knowledge retention; and reporting, dashboards, analytics, and AI-enabled search, categorization, summarization, and workflow automation capabilities. All solutions must integrate with FRTIB's Microsoft 365 environment, including Microsoft Purview, SharePoint Online, Teams, Outlook, Exchange Online, and OneDrive.

FRTIB prioritizes vendors with demonstrated experience supporting FOIA, eDiscovery, Matter Management, legal operations, records management, or comparable solutions in Federal or similarly regulated environments. Respondents must identify at least three relevant implementations performed within the last five years. FedRAMP authorization status and federal or legal implementation experience are requested but not mandatory for response consideration.

Responses are limited to fifteen pages and shall be submitted electronically to Ronald.Rheinhardt@frtib.gov. Following review, FRTIB may invite selected vendors to participate in follow-on market research activities, including product demonstrations or capability discussions. This is market research activity only, not a formal solicitation.

Notice text

The Federal Retirement Thrift Investment Board (FRTIB), Office of General Counsel (OGC), is conducting market research to identify commercially available solutions that support Freedom of Information Act (FOIA) processing, eDiscovery, Matter Management, knowledge management, reporting, analytics, and related legal operations functions.

FRTIB seeks information regarding integrated platforms, modular solutions, or interoperable technologies that can improve operational efficiency, reduce manual processes, enhance compliance and auditability, strengthen reporting and analytics, and integrate with the agency's Microsoft 365 environment.

Areas of interest include:

  • FOIA case intake, tracking, review, redaction, and reporting
  • eDiscovery, records collection, legal holds, and document review
  • Legal Matter Management and workflow automation
  • Knowledge management and institutional knowledge retention
  • Reporting, dashboards, and performance metrics
  • Artificial Intelligence (AI)-enabled search, analytics, classification, summarization, and workflow capabilities
  • Integration with Microsoft 365 services, including Microsoft Purview, SharePoint Online, Teams, Outlook, Exchange Online, and OneDrive

FRTIB is primarily interested in responses from vendors with demonstrated experience supporting FOIA, eDiscovery, Matter Management, legal operations, records management, or comparable solutions in Federal or similarly regulated environments. Respondents should identify at least three relevant implementations performed within the last five years. Responses shall be limited to fifteen (15) pages. Following review of submissions, FRTIB may invite only those vendors whose capabilities appear most closely aligned with the agency's needs to participate in follow-on market research activities, including product demonstrations or capability discussions.

Responses shall be submitted electronically to Ronald.Rheinhardt@frtib.gov no later than August 25, 2026 by 12:00pm.

Files

File Type Posted
FRTIB OGC FOIA eDisc MM RFI Narrative.docx DOCX document

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