Trust IRFP 27-075M Trust Personnel Policies

INFORMAL REQUEST FOR PROPOSALS (IRFP)
TRUST PERSONNEL POLICIES UPDATE
IRFP 27-075M
ISSUED OCTOBER 7, 2026
ISSUED BY: PRIMARY CONTACT:
DEPARTMENT OF REVENUE VALETTE KELLER
ALASKA MENTAL HEALTH TRUST AUTHORITY PROCUREMENT OFFICER
VALETTE.KELLER @ALASKA.GOV
907.269.6039
OFFERORS ARE NOT REQUIRED TO RETURN THIS FORM.
IMPORTANT NOTICE: IF YOU RECEIVED THIS SOLICITATION FROM THE STATE OF ALASKA'S "ONLINE PUBLIC NOTICE"
WEB SITE, YOU MUST REGISTER WITH THE PROCUREMENT OFFICER LISTED IN THIS DOCUMENT TO RECEIVE
NOTIFICATION OF SUBSEQUENT AMENDMENTS. FAILURE TO CONTACT THE PROCUREMENT OFFICER MAY RESULT
IN THE REJECTION OF YOUR OFFER.
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ALASKA MENTAL HEALTH TRUST AUTHORITY RFP 27-075M
REQUEST FOR PROPOSALS TRUST PERSONNEL POLICIES UPDATE
TABLE OF CONTENTS
SECTION 1. INTRODUCTION & INSTRUCTIONS ...............................................................................................3
SEC. 1.01 PURPOSE OF THE IRFP .............................................................................................................................3
SEC. 1.02 BUDGET ...............................................................................................................................................3
SEC. 1.03 DEADLINE FOR RECEIPT OF PROPOSALS .......................................................................................................3
SEC. 1.04 PRIOR EXPERIENCE .................................................................................................................................4
SEC. 1.05 REQUIRED REVIEW..................................................................................................................................4
SEC. 1.06 QUESTIONS PRIOR TO DEADLINE FOR RECEIPT OF PROPOSALS .........................................................................4
SEC. 1.07 RETURN INSTRUCTIONS ...........................................................................................................................4
SEC. 1.08 PROPOSAL CONTENTS .............................................................................................................................5
SEC. 1.09 ASSISTANCE TO OFFERORS WITH A DISABILITY ..............................................................................................6
SEC. 1.10 AMENDMENTS TO PROPOSALS ..................................................................................................................6
SEC. 1.11 AMENDMENTS TO THE IRFP ......................................................................................................................6
SEC. 1.12 IRFP SCHEDULE ......................................................................................................................................6
SEC. 1.13 ALTERNATE PROPOSALS ...........................................................................................................................7
SECTION 2. BACKGROUND INFORMATION ....................................................................................................7
SEC. 2.01 BACKGROUND INFORMATION ...................................................................................................................7
SECTION 3. SCOPE OF WORK & CONTRACT INFORMATION ............................................................................8
SEC. 3.01 SCOPE OF WORK ....................................................................................................................................8
SEC. 3.02 CONTRACT TERM AND WORK SCHEDULE .....................................................................................................9
SEC. 3.03 DELIVERABLES .......................................................................................................................................9
SEC. 3.04 CONTRACT TYPE .....................................................................................................................................9
SEC. 3.05 PROPOSED PAYMENT PROCEDURES ...........................................................................................................9
SEC. 3.06 PROMPT PAYMENT FOR STATE PURCHASES .................................................................................................9
SEC. 3.07 CONTRACT PAYMENT ..............................................................................................................................9
SEC. 3.08 LOCATION OF WORK ...............................................................................................................................9
SEC. 3.09 SUBCONTRACTORS .............................................................................................................................. 10
SEC. 3.10 JOINT VENTURES ................................................................................................................................. 10
SEC. 3.11 CONTRACT PERSONNEL ........................................................................................................................ 10
SEC. 3.12 CONTRACT CHANGES - UNANTICIPATED AMENDMENTS .............................................................................. 10
SEC. 3.13 NONDISCLOSURE AND CONFIDENTIALITY.................................................................................................. 10
SEC. 3.14 INDEMINFICATION ............................................................................................................................... 11
SEC. 3.15 INSURANCE REQUIREMENTS .................................................................................................................. 11
SEC. 3.16 TERMINATION FOR DEFAULT ................................................................................................................. 12
SECTION 4. PROPOSAL FORMAT AND CONTENT .......................................................................................... 12
SEC. 4.01 PROPOSAL FORMAT AND CONTENT ......................................................................................................... 12
SEC. 4.02 INTRODUCTION ................................................................................................................................... 12
SEC. 4.03 UNDERSTANDING OF THE PROJECT ......................................................................................................... 12
SEC. 4.04 METHODOLOGY USED FOR THE PROJECT .................................................................................................. 13
SEC. 4.05 EXPERIENCE AND QUALIFICATIONS ......................................................................................................... 13
SEC. 4.06 COST PROPOSAL .................................................................................................................................. 13
SEC. 4.07 EVALUATION CRITERIA.......................................................................................................................... 13
SECTION 5. EVALUATION CRITERIA AND CONTRACTOR SELECTION .............................................................. 13
SEC. 5.01 UNDERSTANDING OF THE PROJECT (5%) ................................................................................................. 13
SEC. 5.02 METHODOLOGY USED FOR THE PROJECT (10%) ........................................................................................ 14
SEC. 5.03 EXPERIENCE AND QUALIFICATIONS (35%) ............................................................................................... 14
SEC. 5.04 CONTRACT COST (40%) ....................................................................................................................... 14
SEC. 5.05 ALASKA OFFEROR PREFERENCE (10%) .................................................................................................... 15
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REQUEST FOR PROPOSALS TRUST PERSONNEL POLICIES UPDATE
SECTION 6. GENERAL PROCESS INFORMATION ............................................................................................ 15
SEC. 6.01 ALASKA BUSINESS LICENSE AND OTHER REQUIRED LICENSES ........................................................................ 15
SEC. 6.02 SITE INSPECTION ................................................................................................................................. 15
SEC. 6.03 CLARIFICATION OF OFFERS .................................................................................................................... 16
SEC. 6.04 DISCUSSIONS WITH OFFERORS ............................................................................................................... 16
SEC. 6.05 EVALUATION OF PROPOSALS ................................................................................................................. 16
SEC. 6.06 CONTRACT NEGOTIATION ..................................................................................................................... 16
SEC. 6.07 FAILURE TO NEGOTIATE ........................................................................................................................ 16
SEC. 6.08 OFFEROR NOTIFICATION OF SELECTION.................................................................................................... 17
SEC. 6.09 PROTEST ............................................................................................................................................ 17
SEC. 6.10 APPLICATION OF PREFERENCES .............................................................................................................. 18
SEC. 6.11 ALASKA BIDDER PREFERENCE ................................................................................................................. 18
SEC. 6.12 ALASKA VETERAN PREFERENCE ............................................................................................................... 19
SEC. 6.13 ALASKA OFFEROR PREFERENCE............................................................................................................... 19
SEC. 6.14 FORMULA USED TO CONVERT COST TO POINTS ......................................................................................... 19
SEC. 6.15 EXAMPLES: CONVERTING COST TO POINTS & APPLYING PREFERENCES ........................................................... 20
SECTION 7. GENERAL LEGAL INFORMATION ................................................................................................ 21
SEC. 7.01 STANDARD CONTRACT PROVISIONS ........................................................................................................ 21
SEC. 7.02 QUALIFIED OFFERORS ........................................................................................................................... 21
SEC. 7.03 PROPOSAL AS PART OF THE CONTRACT .................................................................................................... 21
SEC. 7.04 ADDITONAL TERMS AND CONDITIONS ..................................................................................................... 21
SEC. 7.05 HUMAN TRAFFICKING .......................................................................................................................... 22
SEC. 7.06 RIGHT OF REJECTION ............................................................................................................................ 22
SEC. 7.07 TRUST NOT RESPONSIBLE FOR PREPARATION COSTS ................................................................................. 22
SEC. 7.08 DISCLOSURE OF PROPOSAL CONTENTS ..................................................................................................... 22
SEC. 7.09 ASSIGNMENTS .................................................................................................................................... 23
SEC. 7.10 DISPUTES ........................................................................................................................................... 23
SEC. 7.11 SEVERABILITY ..................................................................................................................................... 23
SEC. 7.12 SUPPLEMENTAL TERMS AND CONDITIONS ................................................................................................ 23
SECTION 8. ATTACHMENTS ......................................................................................................................... 23
SEC. 8.01 ATTACHMENTS ................................................................................................................................... 23
SECTION 1. INTRODUCTION & INSTRUCTIONS
SEC. 1.01 PURPOSE OF THE IRFP
The Alaska Mental Health Trust Authority (the Trust), is soliciting proposals for an experienced consultant to
update the Trust's personnel policies. A more detailed description and scope of work is provided in Section 3.
SEC. 1.02 BUDGET
The Trust estimates a budget of between $10,000 and $15,000 for completion of this project. Proposals priced
at more than $20,000 will be considered non-responsive.
Payment for the contract is subject to funds already appropriated and identified.
SEC. 1.03 DEADLINE FOR RECEIPT OF PROPOSALS
Proposals must be received no later than 1:30 P.M. prevailing Alaska Time on October 22, 2026. Late proposals
or amendments will be disqualified and not opened or accepted for evaluation.
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SEC. 1.04 PRIOR EXPERIENCE
In order for offers to be considered responsive offerors must meet these minimum prior experience
requirements:
* Knowledge of applicable employment law, including federal and Alaska state requirements.
* Excellent working knowledge of public sector human resources policies and procedures.
* Experience developing personnel policies for public agencies, state corporations, or comparably
regulated organizations.
* A minimum of 10 years' experience in human resources consulting, HR policy development, and
organizational policy modernization.
* Three (3) years of related experience providing human resources consultation or management within
the last five (5) years.
An offeror's failure to demonstrate these minimum prior experience requirements in their proposal will cause
their proposal to be considered non-responsive and rejected.
The Trust also prefers the successful offeror to have professional HR certifications, such as SPHR, SHRM SCP,
PHR, SHRM CP, or equivalent.

SEC. 1.05 REQUIRED REVIEW
Offerors should carefully review this solicitation for defects and questionable or objectionable material.
Comments concerning defects and questionable or objectionable material should be made in writing and
received by the procurement officer at least ten days before the deadline for receipt of proposals. This will allow
time for the issuance of any necessary amendments. It will also help prevent the opening of a defective proposal
and exposure of offeror's proposals upon which award could not be made.
SEC. 1.06 QUESTIONS PRIOR TO DEADLINE FOR RECEIPT OF PROPOSALS
All questions must be in writing and directed to the procurement officer. The interested party must confirm
telephone conversations in writing.
Two types of questions generally arise. One may be answered by directing the questioner to a specific section of
the IRFP. These questions may be answered over the telephone. Other questions may be more complex and
may require a written amendment to the IRFP. The procurement officer will make that decision.
PROCUREMENT OFFICER: Valette Keller - PHONE 907.269.6039 - FAX 907.269.7966
SEC. 1.07 RETURN INSTRUCTIONS
If you are submitting a response through IRIS Vendor Self-Service (VSS), you may ignore the following return
instructions.
Offerors must submit one hard copy of their proposal, in writing, to the procurement officer in a sealed package.
The cost proposal included with the package must be sealed separately from the rest of the proposal and must
be clearly identified. The sealed proposal package(s) must be addressed as follows:
Alaska Mental Health Trust Authority
Attention: Valette Keller
Request for Proposal (IRFP) Number: 27-075M
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ALASKA MENTAL HEALTH TRUST AUTHORITY RFP 27-075M
REQUEST FOR PROPOSALS TRUST PERSONNEL POLICIES UPDATE
IRFP Title: Trust Personnel Policies
3745 Community Park Loop Suite 200
Anchorage, AK 99508
If submitting a proposal via email, the technical proposal and cost proposal must be saved as separate PDF
documents and emailed to deborah.delong@alaska.gov as separate, clearly labeled attachments, such as
"Vendor A - Technical Proposal.pdf" and "Vendor A - Cost Proposal.pdf" (Vendor A is the name of the offeror).
The email must contain the IRFP number in the subject line.
The maximum size of a single email (including all text and attachments) that can be received by the Trust is
20mb (megabytes). If the email containing the proposal exceeds this size, the proposal must be sent in multiple
emails that are each less than 20 megabytes and each email must comply with the requirements described
above.
Please note that email transmission is not instantaneous. Similar to sending a hard copy proposal, if you are
emailing your proposal, the Trust recommends sending it enough ahead of time to ensure the email is delivered
by the deadline for receipt of proposals.
It is the offeror's responsibility to contact the issuing agency at 907-269-7960 to confirm that the proposal has
been received. The Trust is not responsible for unreadable, corrupt, or missing attachments.
SEC. 1.08 PROPOSAL CONTENTS
The following information must be included in all proposals.
(a) AUTHORIZED SIGNATURE
All proposals must be signed by an individual authorized to bind the offeror to the provisions of the IRFP.
Proposals must remain open and valid for at least 90-days from the date set as the deadline for receipt of
proposals.
(b) OFFEROR'S CERTIFICATION
By signature on the proposal, offerors certify that they comply with the following:
A. the laws of the State of Alaska;
B. the applicable portion of the Federal Civil Rights Act of 1964;
C. the Equal Employment Opportunity Act and the regulations issued thereunder by the federal
government;
D. the Americans with Disabilities Act of 1990 and the regulations issued thereunder by the federal
government;
E. all terms and conditions set out in this IRFP;
F. a condition that the proposal submitted was independently arrived at, without collusion, under penalty
of perjury; and
G. that the offers will remain open and valid for at least 90 days.
If any offeror fails to comply with [a] through [g] of this paragraph, the Trust reserves the right to disregard the
proposal, terminate the contract, or consider the contractor in default.
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(c) VENDOR TAX ID
A valid Vendor Tax ID must be submitted to the issuing office with the proposal or within five days of the Trust's
request.
(d) CONFLICT OF INTEREST
Each proposal shall include a statement indicating whether or not the firm or any individuals working on the
contract has a possible conflict of interest (e.g., currently employed by the State of Alaska or formerly employed
by the State of Alaska within the past two years) and, if so, the nature of that conflict. The procurement officer
reserves the right to consider a proposal non-responsive and reject it or cancel the award if any interest
disclosed from any source could either give the appearance of a conflict or cause speculation as to the
objectivity of the contract to be performed by the offeror.
SEC. 1.09 ASSISTANCE TO OFFERORS WITH A DISABILITY
Offerors with a disability may receive accommodation regarding the means of communicating this IRFP or
participating in the procurement process. For more information, contact the procurement officer no later than
ten days prior to the deadline for receipt of proposals.
SEC. 1.10 AMENDMENTS TO PROPOSALS
Amendments to or withdrawals of proposals will only be allowed if acceptable requests are received prior to the
deadline that is set for receipt of proposals. No amendments or withdrawals will be accepted after the deadline
unless they are in response to the Trust's request in accordance with 2 AAC 12.290.
SEC. 1.11 AMENDMENTS TO THE IRFP
If an amendment is issued, it will be provided to all who were notified of the IRFP and to those who have
registered with the procurement officer after receiving the IRFP from the State of Alaska Online Public Notice
website.
SEC. 1.12 IRFP SCHEDULE
The IRFP schedule set out herein represents the Trust's best estimate of the schedule that will be followed. If a
component of this schedule, such as the deadline for receipt of proposals, is delayed, the rest of the schedule
may be shifted accordingly. All times are Alaska Time.
* Issue IRFP October 7, 2026,
* Deadline for Receipt of Proposals October 22, 2026,
* Proposal Evaluation Committee complete evaluation by October 26, 2026,
* The Trust issues contract November 1, 2026,
* Contract start November 1, 2026.
This IRFP does not, by itself, obligate the Trust. The Trust's obligation will commence when the contract is
approved by the Trust. Upon written notice to the contractor, the Trust may set a different starting date for the
contract. The Trust will not be responsible for any work done by the contractor, even work done in good faith, if
it occurs prior to the contract start date set by the state.
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SEC. 1.13 ALTERNATE PROPOSALS
Offerors may only submit one proposal for evaluation.
In accordance with 2 AAC 12.830 alternate proposals (proposals that offer something different than what is
asked for) will be rejected.
SECTION 2. BACKGROUND INFORMATION
SEC. 2.01 BACKGROUND INFORMATION
The Alaska Mental Health Trust Authority (Trust) is a state corporation that administers the Alaska Mental
Health Trust, a perpetual trust, to improve the lives of beneficiaries. The Trust operates much like a private
foundation, using its resources to ensure that Alaska has a comprehensive integrated mental health program.
While the Trust is a state agency, it is completely self-funded and uses no state general fund dollars.
The trust was created by congress before statehood. The state breached its trust duty by mismanaging the land.
The settlement of the resulting mental health trust land lawsuit in 1994 created a Trust Authority consisting of
seven trustees. The trust was reconstituted with $200 million and approximately one million acres of land. The
Trust Authority contracts with the Alaska Permanent Fund Corporation to manage the cash assets and the Trust
Land Office to manage the land and other non-cash assets.
The Alaska Mental Health Trust Authority and the Trust Land Office work together to improve the lives of Trust
beneficiaries by strengthening Alaska's system of care, prudently managing Trust assets, and driving lasting,
positive change across the state.
Trust beneficiaries include Alaskans who experience:
* Mental illness;
* Intellectual and development disabilities;
* Substance use disorders;
* Alzheimer's disease or related dementia; or
* Traumatic brain injury.
As a state corporation, the Trust maintains a level of operational independence from standard State of Alaska
SOA departmental structures; however, it must still comply with applicable state statutes, regulations, statewide
personnel rules, and administrative requirements. The resulting policies must reflect this balance of autonomy
and compliance.
This RFP seeks a professional human resources consultant capable of navigating this hybrid public-corporation
environment and assisting the Trust in developing personnel policies that are legally sound and mission-aligned.
The Trust's current personnel policies were approved by the board of trustees in 2015.
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ALASKA MENTAL HEALTH TRUST AUTHORITY RFP 27-075M
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SECTION 3. SCOPE OF WORK & CONTRACT INFORMATION
SEC. 3.01 SCOPE OF WORK
The Alaska Mental Health Trust Authority (the Trust), is soliciting proposals for an experienced consultant to
review, update, and modernize the Trust's personnel policies to ensure legal compliance, alignment with current
best practices, and improved clarity and usability for staff and leadership.
The successful offeror will:
1. Assess existing policies
a. Review the Trust's current personnel policies and related documents for completeness, clarity,
internal consistency, operational relevance, and legal compliance.
b. Identify gaps, outdated content, and areas where policies may conflict with current laws or best
practices.
2. Conduct comparative analysis
a. Review personnel policies from comparable Alaska state corporations (e.g., APFC, AHFC, AEA,
AIDEA) to identify common standards, governance structures, and policy approaches relevant to
state corporations.
b. Compare the Trust's current personnel policies to those of the above entities and to applicable
State of Alaska personnel rules, identifying areas of required alignment and areas where the
Trust may exercise autonomy.
3. Legal and regulatory review
a. Evaluate all relevant federal and Alaska employment laws, regulations, and compliance
requirements applicable to the Trust as a state corporation.
b. Ensure all recommended updates reflect current legal standards, risk mitigation practices, and
public sector HR requirements.

4. Develop updated personnel policies

a. Draft updated personnel policies that reflect modern HR standards, the Trust's organizational
needs, and applicable state and federal laws.
b. Provide commentary explaining the rationale for major changes, additions, or structural
recommendations.
c. Ensure all policies are clearly written, practical to implement, and appropriate for a state
corporation with partial SOA alignment.
5. Stakeholder engagement and revision
a. Participate in review meetings with Trust staff and leadership to present findings, discuss draft
policies, and gather input.
b. Incorporate edits and revisions as requested by the Trust, ensuring consistency and legal
compliance throughout all changes.
6. Governance review and finalization
a. Present policy recommendations and draft revisions to the Executive Committee of the Alaska
Mental Health Trust Board of Trustees and assist in refining the drafts as needed.
b. Present the final proposed personnel policies and procedures to the full board of trustees for
approval.
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SEC. 3.02 CONTRACT TERM AND WORK SCHEDULE
The length of the contract will be from the date of award, approximately November 1, 2026, for approximately
four (4) months until completion, approximately March 31, 2027.
The approximate contract schedule is as follows:
Draft policies presented to the board of trustees executive committee by January 28, 2027.
Final policies presented to the full board of trustees for approval, February 24-25, 2027.
Unless otherwise provided in this IRFP, the Trust and the successful offeror/contractor agree: (1) that any
extension of the contract excluding any exercised renewal options, will be considered as a month-to-month
extension, and all other terms and conditions shall remain in full force and effect and (2) the procurement
officer will provide written notice to the contractor of the intent to cancel such month-to-month extension at
least 30 days before the desired date of cancellation. A month-to-month extension may only be executed by the
procurement officer via a written contract amendment.
SEC. 3.03 DELIVERABLES
The contractor will be required to provide the following deliverables:
* Draft revised personnel policies
* Finalized personnel policies, both clean and redline versions.
* Summary memo of major changes or additions and compliance considerations.
SEC. 3.04 CONTRACT TYPE
This contract is a Firm Fixed Price contract.
SEC. 3.05 PROPOSED PAYMENT PROCEDURES
The Trust will make a single payment when all of the deliverables are received and the contract is completed
and approved by the project director.
SEC. 3.06 PROMPT PAYMENT FOR STATE PURCHASES
The Trust is eligible to receive a 5% discount for all invoices paid within 15 business days from the date of receipt
of the commodities or services and/or a correct invoice, whichever is later. The discount shall be taken on the
full invoice amount. The Trust shall consider payment being made as either the date a printed warrant is issued
or the date an electronic funds transfer (EFT) is initiated.
SEC. 3.07 CONTRACT PAYMENT
No payment will be made until the contract is approved by the Trust. Under no conditions will the Trust be liable
for the payment of any interest charges associated with the cost of the contract. The Trust is not responsible for
and will not pay local, state, or federal taxes. All costs associated with the contract must be stated in U.S.
currency.
SEC. 3.08 LOCATION OF WORK
The location(s) the work is to be performed, completed and managed is in Anchorage and/or remotely.
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The Trust will not provide workspace for the contractor. The contractor must provide its own workspace.
By signature on their proposal, the offeror certifies that all services provided under this contract by the
contractor and all subcontractors shall be performed in the United States.
If the offeror cannot certify that all work will be performed in the United States, the offeror must contact the
procurement officer in writing to request a waiver at least 10 days prior to the deadline for receipt of proposals.
The request must include a detailed description of the portion of work that will be performed outside the United
States, where, by whom, and the reason the waiver is necessary.
Failure to comply with these requirements may cause the Trust to reject the proposal as non-responsive, or
cancel the contract.
SEC. 3.09 SUBCONTRACTORS
Subcontractors will not be allowed.
SEC. 3.10 JOINT VENTURES
Joint ventures will not be allowed.
SEC. 3.11 CONTRACT PERSONNEL
Any change of the project team members or subcontractors named in the proposal must be approved, in
advance and in writing, by the project director or procurement officer. Changes that are not approved by the
Trust may be grounds for the Trust to terminate the contract.
SEC. 3.12 CONTRACT CHANGES - UNANTICIPATED AMENDMENTS
During the course of this contract, the contractor may be required to perform additional work. That work will be
within the general scope of the initial contract. When additional work is required, the project director will
provide the contractor a written description of the additional work and request the contractor to submit a firm
time schedule for accomplishing the additional work and a firm price for the additional work. Cost and pricing
data must be provided to justify the cost of such amendments per AS 36.30.400.
The contractor will not commence additional work until the procurement officer has secured any required Trust
approvals necessary for the amendment and issued a written contract amendment, approved by the Trust.
SEC. 3.13 NONDISCLOSURE AND CONFIDENTIALITY
Contractor agrees that all confidential information shall be used only for purposes of providing the deliverables
and performing the services specified herein and shall not disseminate or allow dissemination of confidential
information except as provided for in this section. The contractor shall hold as confidential and will use
reasonable care (including both facility physical security and electronic security) to prevent unauthorized access
by, storage, disclosure, publication, dissemination to and/or use by third parties of, the confidential information.
"Reasonable care" means compliance by the contractor with all applicable federal and state law, including the
Social Security Act and HIPAA. The contractor must promptly notify the Trust in writing if it becomes aware of
any storage, disclosure, loss, unauthorized access to or use of the confidential information.
Confidential information, as used herein, means any data, files, software, information or materials (whether
prepared by the Trust or its agents or advisors) in oral, electronic, tangible or intangible form and however
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