Virtual Mailroom and Document Processing Services

The Los Angeles County Employees Retirement Association is seeking a virtual mailroom provider to collect, scan, classify, and securely route physical and digital documents, including checks, with system integration and business-continuity capabilities.

Los Angeles County Employees Retirement Association


General
Open
Dec 05, 2026 01:00 AM
Oct 23, 2026 12:00 PM
3 years
Request for Proposal (RFP)
Local
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Original Solicitation Links
Contact
jacksonhsu@lacera.gov
+16263460084
300 North Lake Avenue, Pasadena, CA, USA
Submission Instructions
LACERA Vendor Gateway Portal
Description

LACERA seeks an integrated virtual mailroom service for physical mail and digital submissions received through eFax, its online portal, and dedicated email. The contractor will pick up USPS mail in Pasadena, process approximately 6,500 pieces monthly, scan and classify documents, capture metadata, and securely route records to appropriate queues and recipients. The scope includes special handling for checks, money orders, warrants, confidential business mail, and original or certified legal and vital records, as well as return of physical documents and daily reporting. The solution must provide a searchable front-end application and integrate with Microsoft 365, OpenText Captiva, IBM FileNet P8, and Mailtracker. Requirements include OCR, audit trails, role-based access, quality control, secure data handling, 90-day digital retention, and tested business continuity and disaster recovery. Respondents must document relevant experience, provide three client references, identify proposed subcontractors and processing locations, and submit security compliance evidence or the specified security questionnaire when applicable.

Classification Codes
NAICS561410Document Preparation Services
PSCR604Mailing and Distribution Services
Smart Codes
virtual mailroom servicesdocument scanning and indexingdocument routing software
Specifications
Supply & Service
Timeline
Nov 07, 2026 01:00 AM-Questions Due
Nov 21, 2026 01:00 AM-Responses to Questions Posted
Dec 05, 2026 01:00 AM-Proposal Submission Deadline
Requirements
Required
  • Commercial General Liability — $3,000,000.00
  • Auto Liability — $1,000,000.00
  • Workers' Compensation
  • Employer's Liability — $1,000,000.00
  • Errors and Omissions — $1,000,000.00
  • Cyber Liability — $2,000,000.00
  • Crime and Fidelity — $1,000,000.00
  • Valuable Papers and Records — $1,000,000.00
  • Care, Custody and Control — $1,000,000.00
Required
  • Minimum 3 references
  • Client point of contact required for each reference
No
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