Town of Mendon
Request for Quotation for Preferred Source Document Scanning Vendor,
Records Management Software and Accessories
Document Conversion and Access Services
February 17, 2025
The Town of Mendon, located in Monroe County, NY, is requesting quotations from qualified
vendors for (1) records imaging through scanning, (2) records indexing, (3) integration of
newly scanned records into a new cloud-based electronic document management software
system, (4) purchase of cloud-based electronic document management system, (5) training of
Town Staff on the use of the cloud-based electronic document management system, and (6)
procuring a large format printer and scanner for Town staff to utilize to print and scan large
format documents. This project seeks to (1) convert paper Building and Codes Department
records to archival digital format with proper indexing and (2) properly integrate the newly
digitized records into the Town’s new electronic document management system. Project
details are listed below.
Vendors may respond to the entire scope of work or portions thereof but must clearly indicate
any scope items that they elect not to respond to. In your response, please include your fee
schedule and itemized cost estimate with per-image costs according to specific activity,
including scanning, indexing, prep work, and quality control. Include these activities as
separate line items. Please note company qualifications specific to each item in the scope of
work. If applying to the electronic document management system item, please include an
overview of the software and its capabilities. If you have any questions, please contact
Abigail Ritz by phone at 585-510-2456 or by email at abigail.ritz@mrbgroup.com. Minority-
and Women-Owned Business Enterprise firms are encouraged to apply.
Submission:
Please submit electronic responses to Abigail Ritz by 5:00 P.M. on Wednesday, March 5,
2025, via email at: abigail.ritz@mrbgroup.com.
PROJECT REQUIREMENTS
Scope of Work:
The Town of Mendon seeks qualified vendor(s) to undertake the following tasks:
(1) Convert paper records of the Town’s Building and Codes Department to digital format
through scanning. This task must include all necessary document preparation,
including culling, removing fasteners, etc., and organizing the files to vendor
preference. Any hand-marking on the file folders or documents will be scanned by the
vendor. The Town will maintain a database of files to manage the exchange of records
with the vendor.
(2) Index the newly digitized Building and Codes Department records in accordance with
the framework of the Town’s new cloud-based electronic document management
system/database.
(3) Integrate (upload) the newly digitized Building and Codes Department records into
the new electronic document management system. (If responding to this scope item,
quoted fees must include all costs associated with this task, including any fees
charged.)
(4) Verify quality control of the documents.
(5) Purchase a new electronic document management system for the Town’s use. The
system must be DOD-certified, cloud-based, have multiple users, and have mobile
capability. If responding to this scope item, quoted fees must include any costs
associated with this task, broken down by task; fees must also include one year’s
worth of initial software fees and the cost of training Staff on the use of the new
system.
(6) Purchase a new large-format printer and scanner for the Town’s use. The
printer/scanner must be able to print documents of at least up to 44” and scan
documents of at least up to 36”. The machine must be able to print in scan both in
color and in black and white. It must have a hard drive of 500 GB and be compatible
with a Windows operating system. If responding to this scope item, quoted fees must
include all costs associated with this task, including any fees charged.
Conformance with NYS Archives Guidelines:
In implementing this scope of work, the vendor will follow all relevant New York State
Archives’ publications, including but not limited to:
Records Retention and Disposition Schedule LGS-1
Publication 00: Digital Imaging Guidelines (2022 update)
Publication 42: Guidelines for Off-site Storage of Inactive Local Government Records
Publication 63: Guidelines for Choosing Records Management Software
Publication 77: Managing Imaging Projects (2022 update)
Publication 40: Fundamentals of Managing Local Government Archival Records
Publication 49: Administration of Inactive Records
Publication ADV09.01: Using a Date Storage Vendor
Publication ADV19.01: Quality Control and Content Verification of Digital Images
(2020 Update)
Publication: Using PDF/A as a Preservation Format
This RFQ incorporates by reference the generic guidelines for imaging contained in these
documents, with clarification provided herein. If the products produced in the project do not
meet the specifications, the vendor must immediately redo the appropriate portion of the
project at its own expense.
This RFQ also incorporates by reference the 2025-2026 guidance for the Local Government
Records Management Improvement Fund (LGRMIF). This project is the subject of an
application for funding to the LGRMIF. If the project receives LGRMIF funding, the vendor
will be expected to strictly follow the timelines and requirements specified by the LGRMIF
program.
This RFQ also incorporates by reference Records Retention and Disposition Schedule LGS-
1, last published in August 2020, with updates effective April 1, 2022.
Records to be addressed in this project are:
1. The records to be scanned, indexed, and integrated into the Town’s new cloud-based
electronic document management system are the Building and Codes Department’s
paper records. These records total an approximate volume of 256 cubic feet of paper
records consisting of maps, permits, and other building-, code-, and zoning-related
files. These records include:
256 cubic feet = 127,810 paper file documents located in the Town Records Room and
the Building and Codes Office.
Map (flat file) Files: 151 cubic feet
Paper Files: 105 cubic feet
Total Estimated Cubic Feet: 256 cubic feet
Flat File Total: 14,650 documents
Paper File Total: 113,250 documents
Timeline:
This project will be phased to maximize the efficient flow of operations. The vendor will pick
up and deliver the document in up to three batches or all at once in accordance with a
schedule to be established prior to beginning work. The total project will take the Town one
year, but the scanning portion will be allocated three to four months. Kickoff will be
determined by the NYS Archives award schedule for the 2025-2026 LGRMIF grant program.
Inspection:
The Vendor will perform technical inspection in accordance with the above-referenced NYS
Archives specifications. The Town will also oversee content and quality control inspections
of digital images. The Vendor will address errors in a timely manner.
Return of Records:
The original records will be returned to the Town in a timely manner according to a pre-
arranged schedule.