SharePoint Online Records Management Structure Service
Overview
Fit Score
Settle Intelligence
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SUMMARY
DESCRIPTION
A county in Alberta, Canada, is seeking a vendor to implement a comprehensive SharePoint Online records management structure across various departments. The project will be executed within the county’s SharePoint Online (Microsoft 365) environment and involves integration with platforms such as Microsoft Teams and Microsoft Purview for retention and records management.
The implementation will support multiple functional areas, including Legislative, Administration, Agricultural Services, Corporate Services, Finance, Payroll, Benefits, Information & Technology Services, GIS, Communications, and Municipal Services. Key deliverables include the creation of an optimized SharePoint and information architecture employing best practices—such as hub sites, structured metadata, and standardized naming conventions. The scope also covers large-scale migration and clean-up of existing file shares, digitization and scanning workflow support, development of agency request/search playbooks, eDiscovery alignment, and ongoing managed services pertaining to records administration, site governance, and enhancements.
Vendors are expected to have expertise in SharePoint architecture, records management, and Microsoft 365 integrations. All inquiries related to the project must be submitted by February 18, 2026.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.