AI Adoption & Microsoft Copilot Enablement Services

MassHousing is requesting proposals pursuant to this Request for Proposals ("RFP") for a consultant to enter into a contract for AI Adoption & Microsoft Copilot Enablement services. The services for which MassHousing is requesting proposals are described in Section III Scope of Services.

MassHousing seeks a qualified consultant to support the successful deployment of Microsoft Copilot enterprise wide. Responsible use and building user knowledge and expertise are key objectives, and the selected vendor is expected to assist with further policy and strategy development and the implementation of required programs and plans to support these objectives.

MassHousing is a self-supporting, independent state agency established in 1966 to provide mortgage financing and related services for affordable housing in Massachusetts.

Objectives

The engagement will focus on achieving the following objectives:

1. Refine MassHousing's Existing AI Adoption Strategy
2. Develop Microsoft Copilot Deployment Plan
3. Develop an AI Champion Program
4. Develop a Microsoft Copilot Training Program
5. Execute Plans and Programs

MassHousing's M365 tenant is GCC. This will need to be taken into consideration throughout the services requested, ensuring training content and material represent the features currently available to GCC customers. MassHousing's M365 license is G5, which includes Microsoft Copilot Basic but not the Premium version. Exploring the use of the Premium version as an option is incorporated into the services outlined.

Services

• Partner with the AI Planning Team to further develop and refine the existing strategy, ensuring a dynamic approach to evolve as the AI landscape changes
• Review the existing Generative AI Policy and provide feedback and recommendations to enhance based on MassHousing's AI related goals and industry trends
• Develop and document a deployment plan to accomplish this goal
• Develop a robust communication plan, utilizing all available communication vectors MassHousing has available
• Develop and implement an intake process to allow champions to provide feedback, ideas, and recommendations as representatives of their business lines
• Develop individual training tracks, including an AI Champion track, Microsoft Copilot Basic track, and a Microsoft Copilot Premium track
• Develop a training track and content to support new employees and integrate into the onboarding process
• Execute the enterprise-wide Microsoft Copilot deployment plan, coordinating rollout activities, progress tracking, and communication efforts
• Launch and manage the AI Champion Program, enabling champions to fulfill defined roles, follow established frameworks, and provide structured feedback

Artifacts and Deliverables

All artifacts must be delivered in formats that allow MassHousing full ownership, long-term accessibility, and the ability to update materials independently.

• Refined AI Adoption Strategy
• AI Adoption Roadmap
• Responsible AI Use Definition & Guidance Package
• Updated Generative AI Policy Recommendations
• AI Governance Framework
• Enterprise-Wide Deployment Plan
• Deployment Progress Dashboard Templates
• Enterprise Communication Plan
• AI Champion Role & Responsibility Framework
• AI Champion Operational Playbook
• Champion Recruitment & Selection Guidelines
• Champion Tools & Templates
• Training Curriculum Blueprint
• Training Content & Materials
• Self-Service Learning Library
• Ongoing Engagement Materials
• Implementation Plan for All Programs
• Performance & Adoption Metrics Framework
• Post-Implementation Review & Recommendations

Submission

All proposals must be submitted electronically by **5:00 PM Eastern Time on Monday, November 16, 2026**. Please email your response to IT RFP Submissions at IT.RFPSubmissions@masshousing.com. Late submissions may, at MassHousing's discretion, be rejected. Please note that hard copy submissions will not be accepted and will be returned without review.

Qualifications

• Designation as a Microsoft Solutions Partner for AI Business Solutions and/or Security
• Attainment of the Microsoft 365 Copilot Specialization

Respondents should confirm they meet these qualifications and provide supporting evidence in their response or be prepared to provide upon request.

Evaluation

Contract will be awarded to the respondent whose proposal is determined to be the most advantageous to MassHousing, in its sole discretion, taking into account price and other evaluation criteria as set forth in this RFP. Proposals will be evaluated pursuant to the following criteria:

• Responsiveness to requirements of RFP
• Financial and organizational stability of respondent
• Understanding of proposed scope of services and approach in addressing MassHousing's specific needs and objectives
• Quality and timeliness of proposed work plan
• Alignment of Culture and Values
• Demonstrated experience and qualifications of respondent and respondent's staff assigned to perform the solicited services
• Ability to provide a cost-effective solution to meet the needs of MassHousing
• Demonstrated successful past performance based on references

Interviews will be scheduled within the three (3) weeks after the response deadline.