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FOIA, eDiscovery, and Matter Management Solution(s) - Request for Information (RFI)view on SAM.gov

FEDERAL RETIREMENT THRIFT INVESTMENT BOARD › OCFO - CONTRACTING OFFICE

Posted Aug 11, 2026

Due Aug 25, 2026

NAICS 513210 – Software Publishers

Sol # FRTIB-OGC-RFI-2026-001

AI Summary

• The Federal Retirement Thrift Investment Board (F RTIB) seeks commercially available solutions for FOIA processing, eDiscovery, Matter Management, and knowledge management functions through integrated platforms with modular capabilities to enhance operational efficiency, reduce manual processes, and integrate with Microsoft 365 environments.
• F RTIB is particularly interested in vendors that can support tasks such as tracking, review, redaction, and reporting in FOIA case intake and tracking; eDiscovery case handling; legal holds for document management and classification; matter reviews, workflow automation, and institutional knowledge retention processes, especially within the Microsoft 365 framework.
• F RTIB requires at least three relevant implementations to support its functionalities but encourages only those vendors demonstrated with experience supporting similar services in Federal or similarly regulated environments, limiting submissions to fifteen (15) pages.

Description

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.

Classification

NAICS513210

PSC CodeDA10

Place of Performance

StateDC

ZIP20002

CountryUNITED STATES

Contracting Office

OfficeOCFO - CONTRACTING OFFICE

CityWashington

StateDC

ZIP20002

Contacts

Ron Rheinhardt

Ronald.Rheinhardt@frtib.gov

Attachments (1)

Attachment 1