Document Imaging and Capture Software Solution

Solicitation number 1000513057

Publication date

Closing date and time 2025/07/03 14:00 EDT

Last amendment date


    Description

    The Canada Revenue Agency (CRA) intends to enter into a contract with a single contractor for a document imaging and capture software solution. The objective is to convert evidentiary paper documents to searchable digital documents. The software solution must streamline document scanning, optimize file indexing, and ensure secure storage and easy retrieval of digital files. Additionally, the software must meet all features and capabilities defined in this statement of requirement, including: Optical Character Recognition (OCR), batch processing, and customizable workflow to cater to the unique operational requirements and ensure better compliance with legal and regulatory standards. The CRA requires professional services support on an as-and-when requested basis to assist in the configuration, customization, installation, and implementation including training for the CRA workflow solution. At contract award, CRA and the Contractor will meet to review current workflow provided in Appendix 2 to determine the work required to meet the final workflow deliverable. The required professional services will be ordered through a Task Authorization (TA) process.

    This requirement also includes options to extend the term of the contract by up to seven additional, one-year contract periods.
    The period of any resulting contract will be a firm one year contract period.

    A bid must comply with the requirements of the bid solicitation and meet all mandatory evaluation criteria to be declared responsive. The responsive bid with the highest combined rating of technical merit and price will then be evaluated in accordance with the Proof of Proposal (POP) testing.
    Proposal documents and supporting information must be submitted in either English or French.

    Questions must be directed in writing to the contracting authority via email: tara.sprigings-ramsey@cra-arc.gc.ca

    Bids must be submitted by using the Connect service provided by the Canada Post Corporation. When responding, the proposal MUST be delivered to:
    Canada Revenue Agency
    Bid Receiving Unit
    BRUg@cra-arc.gc.ca
    Bids will not be accepted if emailed directly to this email address. This email address must be used to request that CRA open a Connect conversation, as detailed in Standard Instructions 2003. Bidders must not use their own licensing agreement for Connect to initiate a Connect conversation with CRA.
    The CRA reserves the right to negotiate with suppliers on any procurement.

    There are security requirements associated with this requirement. For additional information, consult the bid solicitation document.

    Contract duration

    The estimated contract period will be 12 month(s).

    Trade agreements

    • World Trade Organization Agreement on Government Procurement (WTO GPA)
    • Canada-Chile Free Trade Agreement (CCFTA)
    • Canada-Peru Free Trade Agreement (CPFTA)
    • Canada-Colombia Free Trade Agreement
    • Canada-Panama Free Trade Agreement
    • Canada-Honduras Free Trade Agreement
    • Canada-Korea Free Trade Agreement (CKFTA)
    • Canadian Free Trade Agreement (CFTA)
    • Canada-European Union Comprehensive Economic and Trade Agreement (CETA)
    • Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP)
    • Canada-Ukraine Free Trade Agreement (CUFTA)
    • Canada-UK Trade Continuity Agreement (Canada-UK TCA)

    Reason for limited tendering

    A contracting officer can use limited tendering for specific reasons outlined in the applicable trade agreements. The reason for this contract is described below:

    • None

    Businesses interested in partnering for this tender opportunity:
    Note: Information may not be available in both English and French. This is because the Official Languages Act does not apply.

    Contact information

    Contracting organization

    Organization
    Canada Revenue Agency (CRA)
    Address

    320 Queen Street, Place de Ville

    Ottawa, Ontario, K1A 0L5
    Canada
    Contracting authority
    Tara Sprigings-Ramsey
    Phone
    (000) 000-0000
    Email
    tara.sprigings-ramsey@cra-arc.gc.ca
    Address

    320 Queen Street, Place de Ville

    Ottawa, Ontario, K1A 0L5
    Canada
    Bidding details
    Full details regarding this tender opportunity are available in the documents below. Click on the document name to download the file. Contact the contracting officer if you have any questions regarding these documents.
    Caption
    Document title Amendment no. Language Unique downloads Date added
    001 EN 14 2025/07/02
    001 FR 0 2025/07/02
    001 EN 10 2025/06/27
    001 FR 0 2025/06/27
    001 EN 23 2025/06/24
    001 FR 2 2025/06/24
    001 EN 10 2025/06/24
    001 FR 2 2025/06/24
    001 EN 615 2025/06/20
    001 FR 617 2025/06/20
    001 EN 630 2025/06/19
    001 FR 650 2025/06/19
    001 EN 631 2025/06/13
    001 FR 613 2025/06/13
    001 EN 634 2025/06/06
    001 FR 614 2025/06/06
    001 EN 637 2025/06/03
    001 FR 614 2025/06/03
    001 EN 660 2025/05/29
    001 FR 588 2025/05/29
    001 FR 630 2025/05/26
    001 EN 810 2025/05/14
    Access the Getting started page for details on how to bid, and more.

    Summary information

    Notice type
    Request for Proposal
    Language(s)
    English, French
    Region(s) of delivery
    Canada
    Region of opportunity
    Canada
    Contract duration
    12 month(s)
    Procurement method
    Competitive – Open Bidding
    Selection criteria
    Highest Combined Rating of Technical Merit and Price