REQUEST FOR PROPOSAL
RFP # 24T-IT-203
M365 Records Management
Consulting and Implementation
April 2024
Prepared By:
Cook Inlet Housing Authority
Procurement Department
3510 Spenard Road
Anchorage, Alaska 99503
Linda Vo, Procurement Specialist I
Phone: (907) 793-3000
Email: lvo@cookinlethousing.org
M365 RECORDS MANAGEMENT
COOK INLET HOUSING AUTHORITY
Table of Contents
REQUEST FOR PROPOSAL..................................................................................4
PROPOSAL SUBMITTALS ...................................................................................... 4
QUESTIONS............................................................................................................ 4
SPECIFIED DATES ................................................................................................. 4
PERIOD OF PERFORMANCE................................................................................. 4
BACKGROUND ....................................................................................................... 5
SCOPE OF WORK .................................................................................................. 5
QUALIFICATIONS AND REQUIREMENTS.............................................................. 5
PREFERENCE FACTOR ......................................................................................... 6
INDEMNITY AND INSURANCE REQUIREMENTS .................................................. 6
GENERAL REQUIREMENTS .................................................................................. 9
RFP CONDITIONS AND PROVISIONS ................................................................... 9
PROPOSAL SUBMITTAL REQUIREMENTS ......................................................... 10
EVALUATION PROCESS ...................................................................................... 11
SCORING CRITERIA............................................................................................. 12
PROTEST.............................................................................................................. 12
AWARD .................................................................................................................12
LIST OF ATTACHMENTS......................................................................................13
PAGE 2 of 14
M365 RECORDS MANAGEMENT
RFP #24T-IT-203
SPECIFIED DATES
Description
1. Bid Packet Available
2. Questions Due Date
3. Proposal Due Date
4. Contract Execution
Date and Time
April 8, 2024
April 19, 2024, 4:00 p.m.*
May 6, 2024, 4:00 p.m.*
May 2024**
Location
CIHA Website
Email
Email/Mail/Hand Delivery
*All times stated in Alaska Standard Time Zone
** Estimated
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M365 RECORDS MANAGEMENT
COOK INLET HOUSING AUTHORITY
REQUEST FOR PROPOSAL
RFP # 24T-IT-203
M365 Records Management Consulting and Implementation
Cook Inlet Housing Authority (CIHA) is a state-chartered Housing Authority primarily funded by
the Department of Housing and Urban Development, with other State and private grant fund
sources. CIHA is accepting written proposals from responsive and responsible organizations to
provide M365 Records Management Consulting and Implementation.
PROPOSAL SUBMITTALS
Proposals must be submitted, clearly marked: “Attn: Procurement, RFP# 24T-IT-203, M365
Records Management Consulting and Implementation – Do Not Open”. CIHA will reject
proposals received after the deadline. Faxed proposals will not be accepted.
• Mailed and hand-delivered proposals: Proposals must be received at CIHA, Attention:
Procurement, 3510 Spenard Road, Anchorage, Alaska 99503 no later than May 6, 2024,
at 4:00 p.m., according to the time clock located at CIHA’s front desk.
• Emailed proposals: Proposals must be received no later than May 6, 2024, at 4:00
p.m., according to the time and date received by CIHA’s email server. Emailed proposals
may be submitted to Procurement@cookinlethousing.org.
QUESTIONS
CIHA shall not be bound by any oral interpretation of this RFP. Questions are encouraged and
should be sent in writing to CIHA’s Procurement Manager via email by the deadline in the
Specified Dates.
Email: Procurement@cookinlethousing.org
No communication is to be directed to any other CIHA employees or CIHA representative.
Substantive issues will be answered in writing in the form of an Addendum to this RFP. If
determined necessary by CIHA, the proposal submittal due date may be extended and will be
stated as such in the Addendum form.
SPECIFIED DATES
Questions Due: by April 19, 2024, at 4:00 p.m. Written questions received by the deadline will
be answered by addendum to all vendors.
Proposal Due: All proposals must be received at CIHA no later than May 6, 2024, at 4:00 p.m.
Any proposals received after that time and date will be rejected.
PERIOD OF PERFORMANCE
The period of performance shall begin upon contract award and shall continue until completion
and acceptance of all tasks and deliverables, as set forth in the Scope of Work.
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M365 RECORDS MANAGEMENT
COOK INLET HOUSING AUTHORITY
BACKGROUND
CIHA is an Alaska regional housing authority established by state statute for the purpose of
providing affordable housing opportunities for eligible participants in the Cook Inlet region. The
mission of CIHA is “To create housing opportunities that empower our people and build our
community.” CIHA administers Indian Housing Block Grant funds awarded under NAHASDA and
other federal, state and local funds, develops and manages properties built with investor proceeds
from the sale of Low-Income Housing Tax Credits, federal, state and local funds, and operates
affordable housing programs through the parent corporation and its subsidiaries.
CIHA employs approximately 220 people who work as a team to offer housing programs and
manage more than 1,700 units of rental housing located in various communities in Alaska
including Anchorage, Kenai, Seldovia, and Ninilchik. In addition to rental development, CIHA also
develops single-family homeownership homes and co-develops properties with business
partners.
SCOPE OF WORK
The selected vendor will be responsible for the following tasks:
a. Provide experienced guidance in the planning stages of project Implement M365 Records
Management across multiple SharePoint sites to centralize and streamline electronic
records management processes that follow the organization’s current records retention
practices.
b. Configure and deploy multi-step disposition workflows with approval and deletion
processes.
c. Ability to generate destruction reports.
d. Develop and implement sensitivity labels and policies where appropriate to ensure proper
handling and protection of sensitive information.
e. Provide tailored education, training, and documentation for the Senior Records Manager
with a hands-on approach throughout the duration of the project.
f. Provide guidance on data loss prevention policies.
QUALIFICATIONS AND REQUIREMENTS
Capacity: Firm is to have adequate resources of qualified personnel and equipment to comply
with responsiveness requirements as stated.
Contractor shall provide current certificate of insurance as defined by this RFP.
Contractor shall not be suspended, debarred, or determined to be ineligible by HUD in accordance
with HUD regulations or by other Federal agencies.
PREFERENCE STATEMENT
The work to be performed under this contract is subject to Section 7(b) of the Indian Self-
Determination and Education Assistance Act (25 U.S.C. 450e (b)). In accordance with 25 U.S.C.
450e(b) and 24 CFR 1000.52, To the greatest extent feasible: (i) preferences and opportunities
for training and employment shall be given to American Indians/Alaska Natives (AIAN); and (ii)
preferences in the award of contracts and subcontracts shall be given to AIAN-owned economic
enterprises. The Contractor shall include this Indian Preference Statement, in its entirety, in every
subcontract in connection with the awarded Contract, and shall, at the direction of CIHA, take
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