Microsoft 365 Enterprise Customization Providers for Project Management System Development

Background

The Air District is the government agency responsible for protecting air quality in the San Francisco Bay Area. The Air District is tasked with regulating stationary sources of air pollution in the nine counties that surround San Francisco Bay: Alameda, Contra Costa, Marin, Napa, San Francisco, San Mateo, Santa Clara, southwestern Solano, and southern Sonoma counties. It is governed by a 24-member Board of Directors composed of locally elected officials from each of the nine counties. The Air District’s mission is to improve air quality to protect public health, reduce historical and current environmental inequities, and mitigate climate change and its impacts.

The Air District aims to achieve its mission through many strategic goals, including: reducing and eliminating health problems caused by air pollution, achieving and maintaining air quality standards, leading the Bay Area’s efforts to fight global climate change, creating high-quality regulatory programs, and applying environmental best practices in all operations. To do so, the Air District regulates air pollution emissions from stationary emission sources such as factories, refineries, and power plants, and from smaller facilities like gas stations and dry cleaners. The Air District ensures that such facilities comply with air pollution laws and regulations, provides incentives to replace older, higher-emitting vehicles and equipment with cleaner alternatives, and gives grants and provides outreach to encourage healthy clean air choices by businesses and consumers. The Air District implements these efforts with an equity focus, aiming to reduce air quality disparities and promote environmental justice by targeting local air pollution in overburdened communities.

Project Details

• Reference ID: 2026-018
• Department: Engineering Division
• Department Head: Pamela Leong (Director)

Important Dates

• Questions Due: 2026-06-17T23:00:00.000Z
• Answers Posted By: 2026-06-30T01:00:00.000Z

Evaluation Criteria

• Experience and qualifications of the firm and assigned personnel. (60 pts)
• Approach to managing projects, personnel, and timelines. (10 pts)
• Complexity and nature of past projects managed and completed by the firm. (10 pts)
• Competitiveness and reasonableness of fee structure. (10 pts)
• Quality and applicability of references. (5 pts)
• Local Business Preference (5 pts) —

  The Air District gives preferences to local businesses. “Local business” means that a firm’s headquarters is located within the nine counties of the Air District’s jurisdiction. Firms must self-certify as a local business to receive points for this criterion.

Submission Requirements

• Contact Information
• Legal Company Name (required)
• Business Address(es) (required) —
  1. Provide the business address of the office nearest to San Francisco, California. 
  2. Provide the address(es) of the office that each of the proposed personnel are based out of if different than the business address provided.
• Designated Firm Representative (required) —

  Provide the full name and title of the point of contact for this RFP.

• E-mail Address (required) —

  Provide the full email address of the designated firm contact. 

• Designated Firm Representative (required) —

  Please provide the Full Name of the firm’s representative designated as the contact for this Statement of Qualifications.

• Designated Firm Representative - Email (required) —

  Please provide the full email address of the firm representative noted above.

• Project Manager (required) —

  Is the assigned project manager different than the designated firm representative noted above? 

• Name of Project Manager (required) —

  Provide the full name of the project manager.

• E-mail of Project Manager (required) —

  Provide the full e-mail address of the project manager.

• Statement of Qualifications
• Firm Overview (required) —

  Provide an overview of your firm, number of years in business, firm ownership information, and an organizational chart.

• Experience and Qualifications (required) —
  1. Describe your firm’s experience, qualifications, and skills in providing similar services to those sought through this RFQ, including any services provided to governmental organizations.
  2. Describe your firm's experience implementing Microsoft 365 project management solutions.
  3. Describe your firm's expertise with Microsoft Power Platform tools and experience designing low-code and no-code enterprise solutions.
  4. Describe your firm's experience in executing change management discipline, including targeted training and knowledge transfer.
  5. Describe your firm's experience in implementing project or portfolio management frameworks.
• Approach and Availability (required) —

  Describe your approach to managing projects, personnel, and timelines. Describe your availability and commitment to dedicating the personnel and resources necessary to provide the services prescribed in this RFQ.

• Past Projects (required) —

  Describe three (3) major projects managed, completed, and implemented by your firm within the last five (5) years that demonstrate experience in providing the services sought through this RFQ. Include the project name, a description of the nature of the work, and the size and complexity of the project. Past projects should include work completed for government agencies.

• Assigned Personnel (required) —

  Provide the following information about the staff to be assigned to the project:

  • List all key personnel assigned to the project by level and name. Provide a description of their background, along with a summary of their experience in providing similar services for governmental agencies, and any specialized expertise they may have. Background descriptions can be a resume, curriculum vitae, or summary sheet. Substitution of project manager or staff will not be permitted without prior written approval of the Air District’s assigned program manager.
  • Provide a statement of the availability of staff in any local office with requisite qualifications and experience to conduct the requested project.
  • Provide a statement of education and training programs provided to, or required of, the staff identified for participation in the project. Make particular mention of, with reference to, experience dealing with governmental agencies, procedures, and environmental regulations.
• Subcontractors (required) —

  List any subcontractors that will be used and the work to be performed by them. Include the estimated number of hours or percentage of time the subcontractors will spend under the contract.

  If no subcontractors will be used, please respond here with: "N/A"

• Work Samples (required) —

  Provide TBD work samples that the firm has completed in areas relevant to the services sought in this RFQ. Include the client, a description of the nature of the work, and the size and complexity of the project.

• References (required) —

  Provide a minimum of three (3) references of other, similar projects including company name or government entity, contact name, title, phone number and e-mail address for all references listed. For each reference, include a description of services provided and dates the services were provided.

• Conflict of Interest (required) —

  Address possible conflicts of interest or appearance of impropriety regarding other clients of the firm that could be created by providing services to the Air District. Describe procedures to be followed to detect and resolve any conflict of interest or appearance of impropriety. The Air District reserves the right to consider the nature and extent of such work in evaluating the Statement of Qualifications. 

  If no conflicts of interest, please respond here with: "N/A"

• GenAI Use and Reporting (required) —

  If awarded a contract, all work performed must comply with applicable state, federal, and local laws and regulations, including any restrictions or disclosure requirements related to the use of Generative AI ("GenAI"). GenAI means an artificial intelligence system that can generate derived synthetic content, including text, images, video, and audio that emulates the structure and characteristics of the system's training data (Gov. Code § 11549.64.). Respondents must include a statement disclosing:

  • Whether GenAI was used in the preparation of the statement of qualifications; and
  • Whether GenAI is anticipated to be used in the performance of any work under the resulting contract.

  If GenAI will be used during contract performance, include a brief description of its use.

• Local Business Certification (required) —

  Does your firm qualify as a local business? “Local business” means that your firm’s headquarters is located within the nine counties of the Air District’s jurisdiction.

• Headquarters Address (required)
• Self-Certification for Local Business (required) —

  Certify that your firm qualifies as a local business. “Local business” means that a firm’s headquarters is located within the nine counties of the Air District’s jurisdiction.

• Fee Information
• Fee Information (required) —

  Provide the following regarding fees/cost:

  1. The normal hourly rate of each principal and staff member whose resume is provided or whose job category may be required, and the rate that would be charged to the Air District. If an annual increase in fees is expected, include the percentage or amount of increase, if any, in the response.
  2. A list of rates for reimbursable expenses, such as expenses for travel, presentation materials, supplies, deliveries, B/W and color printouts and copies, faxes, photo scans and, copywriting and copyediting services.
  3. Any other fees or charges.
• Fee Information (required) —

  Provide the following regarding fees for your firm's performance of services noted in this Request for Qualifications:

  1. The normal hourly rate of each principal and staff member whose resume is provided or whose job category may be required, and the rate that would be charged to the Air District. If an annual increase in fees is expected, include the percentage increase, if any, in the response.
  2. A list of rates for reimbursable expenses, such as expenses for travel, presentation materials, supplies, deliveries, B/W and color printouts and copies, faxes, photo scans and, copywriting and copyediting services.
  3. Any reduced fees offered to the Air District.
  4. Any other fees or charges.
• Submittal Confirmation
• Additional Information (if needed) —

  For any additional information requested or required by any of your previously provided answers or as stated within this RFQ please upload the additional documentation here.

  This includes any other essential data that may assist in the evaluation of your Statement of Qualifications.

  NOTE: DO NOT INCLUDE ANY COST INFORMATION HERE

• Submittal Confirmation (required) —

  Respondent hereby certifies that all information provided in their submission is accurate to the best of their knowledge. Respondent acknowledges that they have examined and carefully studied all solicitation documents and any addenda and that they have provided any necessary proof of their authority to submit a Statement of Qualifications on behalf of the firm thereby committing the firm to the information contained within.

• Bench Contracts (required) —

  Will this RFQ result in a bench of qualified firms?

• Duration of Bench (required) —

  For how long will the bench remain valid?

  Please be sure to provide your response in the following format:
  written number (#) unit of duration

  EXAMPLE
  five (5) years

• Brief Description of Services (required) —

  Briefly describe the services within which you are looking for qualified service providers.

  Provide your response in a format as if filling in the highlighted blank of the statement below:

  The Bay Area Air Quality Management District (“Air District”) seeks to qualified firms to provide _____________________.

• Statement of Qualifications Contents (required) —

  Select all pieces of the Statement of Qualifications that you wish to require. You will be given the ability to modify existing requirements and add any additional requirements as necessary for this individual RFQ by updating the Submission Contents (Vendor Questionnaire) section.

• Number of Past Projects (required) —

  What is the number of past projects you wish to require a responsive Statement of Qualifications to provide?

  Please be sure to provide your response in the following format:
  written number (#)

  EXAMPLE
  five (5)

• Number of Work Samples (required) —

  Since you have chosen to require work samples as part of the submittals for this RFQ, how many work samples do you wish to receive for each submittal?

  Please be sure to provide your response in the following format:
  written number (#)

  EXAMPLE
  three (3)

• Working Papers Retention Period (required) —

  For how long will you require firms to retain working papers?

  Please be sure to provide your response in the following format:
  written number (#) unit of duration

  EXAMPLE
  five (5) years

• Local Business Preference (required) —

  Does Local Business Preference apply to this RFQ and its evaluations?

• Fee Information (required) —

  If this RFQ is requesting fee information from firms, how do you wish to obtain that fee information?

• Evaluation Critera (required) —

  Select the evaluation criteria that you will be applying to the review and scoring of the statements received in response to this RFQ. The evaluation committee will be scoring all criteria that you select here and any additional criteria you add to this individual RFQ. You may add additional criteria and modify the options for these later in the creation process.

• Applicable Contract? (required) —

  Which contract type is the applicable type that will be awarded as a result of this RFQ?