Policy and Procedure Management System

The Court Services and Offender Supervision Agency (CSOSA) is conducting market research to identify vendors capable of providing a commercially available Policy and Procedure Management System that will serve as the agency’s single authoritative repository for all policies, directives, and guidance. The solution must enable centralized policy management, standardization, enterprise‑wide accessibility, and full compliance with audit and reporting requirements. It must support a four‑stage, timeline‑driven lifecycle—Development, Review, Approval, and Maintenance—allowing flexible, substage‑level workflows, role‑based permissions, automated notifications, and the ability to suspend, extend, or reassign tasks. Core system capabilities include FedRAMP‑authorized (or SaaS/on‑prem/hybrid) deployment aligned with Microsoft Azure/Entra ID, PIV single sign‑on, RBAC, data portability, advanced workflow automation (parallel and conditional routing), immutable archiving, collaboration tools, policy attestation, comprehensive reporting dashboards, full audit trails, integration with Microsoft Office 365 and FS Pro, a user‑friendly UI, and closed‑domain AI for intelligent search and content consistency checks. Interested vendors must submit a capability statement of no more than ten pages (PDF) by 7:00 PM EDT on 23 April 2026 to Valerie Wallace (valerie.wallace@csosa.gov) with the subject line “Sources Sought – Policy Management System.” The response must include company information (name, address, UEI, CAGE, size and socioeconomic status), a description of the proposed solution and its alignment with the requirements, hosting model (cloud, on‑premises, hybrid), relevant experience and past performance, FedRAMP status and security approach, Microsoft integration experience, and a rough order of magnitude pricing structure. This Sources Sought notice is for information and planning only and does not constitute a solicitation.

Notice ID

54acd668b6a9406589d62f0e2462ecb3

Solicitation Number

9594CS26Q0000

NAICS Code

513210

Classification Code

DA10