Teams and SharePoint Online Governance Software

The vendor is required to provide for teams and SharePoint governance software with related annual software support, along with onboarding services.
- This would include assisting with installation, with template development, and with developing and configuring provisioning and lifecycle policies. 
- By implementing this software
- The city is looking to address its challenges around teams and SharePoint governance and set us up for success in further implementing SharePoint in the organization.
- Goals
•    Automated policy enforcement: naming conventions, ownership rules, security policies, metadata and other controls across teams and SharePoint are enforced without requiring ongoing manual intervention by IT staff or power users. 
•    Automated lifecycle management: the lifecycle of teams and SharePoint sites are managed through creation, renewal, archiving, and deletion. 
•    Compliance support: helps enforce data retention, classification, and policies in alignment with microsoft purview and other compliance software. 
•    Self-service with guardrails: provides an interface to end users for creating teams and SharePoint sites using pre-approved templates and following established policies, reducing IT workload while maintaining governance 
•    Improve visibility and insights for IT administrators. centralized dashboards and reports are available showing usage of m365 along with actionable insights for conditions requiring attention. 
•    Policies and controls can be configured by IT administrators without complex development or scripting.
- In scope
•    Purchase of licensing for teams and SharePoint governance software
•    Annual software support and maintenance
•    Onboarding support and services including:
o    Initial software installs and setup
o    Assist via workshops in development of teams SharePoint site templates (e.g., project site template, ad-hoc committee site template)
o    Assist via workshops in development of provisioning policies (e.g., naming conventions, ownership rules, etc.) and configuration in the software
•    Assist via workshops in development of lifecycle management policies for teams and SharePoint teams sites and configuration in the software
•    Training resources for software administrators – sessions, guides, etc.
- Out of scope
•    Configuring governance policies for other m365 applications (e.g., OneDrive, planner, exchange, copilot) 
•    Records management related policies development and configuration (classifications, retention, disposition)
•    Department site SharePoint template.

- Contract Period/Term: 3 years
- Questions/Inquires Deadline: August 19, 2025