SharePoint Pilot Migration and Microsoft 365 Information Governance Services
Overview
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SUMMARY
KEY REQUIREMENTS
BUDGET
EstimateTIMELINE
Issue Date: September 10th, 2026
Deadline for Questions: September 24th, 2026
Last Day for Issue of Addenda: September 25th, 2026
RFP Closing Date and Time: October 1st, 2026
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
Town Of Okotoks
DESCRIPTION
The Agency is seeking a contractor to modernize information governance, rationalize existing content, implement Microsoft Purview, complete a limited SharePoint Online pilot migration, and develop a future-state roadmap aligned with its ERP transformation. The Agency maintains Microsoft 365 E5 licensing and intends to leverage existing Microsoft 365 and Microsoft Purview capabilities before considering additional licensing, subscriptions, or third-party solutions.
The contractor will conduct discovery and assessment activities across the Agency’s information environment, including network file shares, Laserfiche repositories, Exchange Online, SharePoint Online, OneDrive, and Microsoft Teams. The engagement will address content classification and rationalization, readiness for access-to-information requests, investigations, legal holds, eDiscovery, audits, and evidence preservation.
The contractor will design, configure, and implement an information governance framework using Microsoft Purview and existing Microsoft 365 E5 capabilities. Activities will include information classification and protection framework design, sensitivity label and appropriate auto-labeling configuration, Data Loss Prevention policy implementation, retention and records management configuration, mapping retention schedules to Microsoft Purview controls, and disposition process design. The contract period will be one year.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due October 1, 2026. Questions must be submitted by September 24, 2026.
- What is the budget for this RFP?
- Settle estimates the budget at $150,000 – $300,000. The issuer has not published an official figure.
- Who issued this RFP?
- It was issued by Town Of Okotoks. The work is located in Okotoks, Alberta, Canada.
- Who is a good fit for this opportunity?
- Microsoft 365 E5 and Microsoft Purview implementation specialist
- Demonstrated experience with SharePoint Online pilot migrations and content rationalization
- Expertise in information governance, records management, retention, and disposition
- Experience configuring sensitivity labels, auto-labeling, DLP, eDiscovery, and legal hold capabilities
- Capable of assessing heterogeneous repositories including network shares, Laserfiche, Exchange Online, OneDrive, and Microsoft Teams
- Strong public-sector or regulated-environment experience
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.