Information Records Management Recordkeeping

The Contractor's resource will perform activities in support of Canadian Army records management, recordkeeping, retention, disposition, and information lifecycle management modernization, including but not limited to the following:

1. Review and analyze applicable Government of Canada, DND/CAF, DSG, and Army information management, recordkeeping, retention, disposition, classification, and information lifecycle policies, standards, directives, frameworks, and guidance.
2. Conduct research and analysis of current information lifecycle management practices across Army organizations, including records retention and disposition, classification, metadata, systems of record, repositories, and SharePoint Online information structures, to identify gaps, alignment issues, dependencies, and areas for improvement.
3. Assess the alignment of Army information holdings and information architectures, including the Army Master File Plan (AMFP), Enterprise Information Architecture (EIA), legacy repositories, and Defence 365 information structures, and identify associated information management and governance issues.
4. Assess operational challenges and user burden associated with creating, managing, storing, classifying, retaining, disposing of, protecting, and retrieving information across Army information environments.
5. Define and document Army business requirements related to records retention, disposition, information governance, metadata, classification, systems of record, auditability, reporting, search, legal hold, eDiscovery, and information lifecycle management.
6. Engage and consult with Army, DND, and enterprise stakeholders to validate findings, identify constraints and dependencies, clarify requirements, and support the development of the Army problem statement and proposed solutions.
7. Develop and assess courses of action to address identified gaps and requirements, including policy, process, governance, information architecture, metadata, reporting, user experience, and enterprise-enabled capabilities such as Microsoft 365 compliance and information governance solutions.
8. Prepare analyses, recommendations, briefing materials, decision-support products, reports, and other documentation required to support Technical Authority review and Army engagement activities.
9. Perform information management research, analysis, and documentation activities supporting related Information, Knowledge and Data Management (IKDM) initiatives where such activities remain within the scope of the Information/Records Management/Recordkeeping Specialist category

MT.1	The Bidder must demonstrate that the proposed resource has a minimum of sixty (60) months of experience, within the last ninety-six (96) months, performing substantive information management, records management, recordkeeping, records retention, records disposition, or information lifecycle management responsibilities as part of assigned duties.
MT.2	The Bidder must demonstrate that the proposed resource has a minimum of thirty-six (36) months of experience, within the last seventy-two (72) months, interpreting, applying, implementing, assessing compliance with, or providing advice regarding information management, records management, recordkeeping, retention, disposition, classification, metadata, or information lifecycle policies, standards, frameworks, or guidance.
MT.3	The Bidder must demonstrate that the proposed resource has a minimum of twenty-four (24) months of experience, within the last seventy-two (72) months, conducting current-state assessments, gap analyses, requirements analysis, options analysis, or recommendations related to information management, records management, recordkeeping, or information lifecycle management.
MT.4	The Bidder must demonstrate that the proposed resource has a minimum of twenty-four (24) months of experience, within the last seventy-two (72) months, engaging two or more stakeholder groups within the same initiative, project, program, or operational activity to gather requirements, validate findings, analyze operational needs, or support decision-making related to information management, records management, recordkeeping, or information lifecycle management.