The Vendor is required to provide plan review applications for the utility industry.
- Owner currently uses an application developed in-house with the capability to accept project plans and calculations from consulting engineers (Customers), issue redlines and process approval for improvement plans.
- Owner desires to upgrade the current application and is reviewing options for adopting a commercial platform if it is available in the market and can meet the needs of the organization.
- Solution would have an interface that facilitates communication within the organization and with Customers.
- Account and User Management - District and customer users are to manage some combination of the following, based on their user roles:
• Creating customer accounts
• Assigning roles for users within an account
• 2-Factor authentication
• Manage customer details
• Login/Password recovery
• Account merge
• Single sign-on support for District users
- UX Flow & UI Styling - Apply District branding and style guidelines.
• Modification of Default Styling
• ADA Compliant
- Reporting Data/Metrics - may include the following:
• Data metrics (such as average review time for a specified user over a defined period)
• Process statistics (such as number of new meters approved over a defined period)
• Status tracking (such as where each project is in its’ lifecycle or process workflow)
• Data Visualization (information illustrated in charts and graphs)
• Compatibility with other reporting tools (Power BI, etc.)
- System Integrations – Potential integration with other software applications such as:
• Internal land survey & ESRI-based spatial information portal
• Right-of-way management application (currently FlairDocs)
• Contract Lifecycle Management System (currently Apttus)
• Workforce Survey123 (existing in-house application for managing inspection work)
• Construction drawing document management system (currently RedEye)
• ProjectHub (existing in-house application for project data management)
- Project Lifecycle Management – All project processes to include:
• Two-way sharing of PDF documents between the District and the customer
• An intuitive user experience for both the District and the customer
• Value added if a process workflow can be modified
• One project may require multiple, but not necessarily all, processes.
- Contract Period/Term: 1 year
- A Pre-Proposal Conference Date: December 2, 2025
- Questions/Inquires Deadline: December 18, 2025
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