Attachment 1 - Trial Management and Presentation Software (v2) Amendment 1.pdf

CUI//PROCURE

Federal Energy Regulatory Commission

Statement of Work:

Trial Management and Presentation Software re-compete

Prepared by Federal Energy Regulatory Commission

Office of Exective Director December 14, 2023

CHANGE HISTORY

Date Issue Updated By Description 12/3/2023 1.0 Chalonda Curtis Initial Creation 12/14/2023 1.1 Chalonda Curtis Update Contents Table 12/27/2023 1.2 Chalonda Curtis Updated to include Software License management and Quality

Control 1/2/2024 1.3 Chalonda Curtis Updated requirements section and contents table

Contents

CHANGE HISTORY

1. Introduction

2. Background

3. Objectives

4. Requirements

4.1 Software REQUIREMENTS

4.2 Software License Management:

4.3 Documentation

4.4 Training and Support

4.5 Quality Control:

5. Period of Performance

6. Place of Performance/location of work

7. Government points of contact

8. Document Distribution

1. Introduction

The Federal Energy Regulatory Commission, or FERC, is an independent agency that regulates the interstate transmission of electricity, natural gas, and oil. In 2005, in response to revelations about Enron and the California power crisis, Congress significantly enhanced FERC's authority to investigate and impose civil penalties on those who manipulate the nation's wholesale natural gas and power markets. Pursuant to that statutory mission, FERC's Office of Enforcement has greatly increased the number, scope, and intensity of its investigations, and through these efforts has secured more than $800 million in penalties and wrongful profits to date (with nearly $600 million more in penalties and disgorgement pending) and has put the industry on notice that manipulation of the nation's power and gas markets will not be tolerated. These investigations often involve some of the largest and most sophisticated companies in the world. Part of the necessary process of investigating and litigating such complex manipulative schemes is to collect and analyze large sets of data, which can include a company's trading and financial data-often covering years of such data-as well as millions and sometimes tens of millions of pages of internal reports and studies, emails, instant messages, and other electronic documents.

2. Background

The Federal Energy Regulatory Commission (FERC) conducts presentations during FERC administrative hearings. The Office of Enforcement (OE) and the Office of Administrative Litigation (OAL) participate in the same hearings and requires software to present, organize, annotate and customizing exhibits for FERC administrative hearings.

FERC currently uses Exhibitview for presentations during hearing with 50 licenses.

3. Objectives The objective is to purchase or maintain the existing software that will provide the ability to present, organize, annotate and customizing exhibits for FERC administrative hearings.

4. Requirements

In order to support the agency mission, the following section describes the requirements for a Trial management and presentation software solution. The solution must offer, at minimum, the following features listed:

4.1 SOFTWARE REQUIREMENTS

1) Transcript Management Software Component must have the ability to search, link, create, condense, save, and print:

• Various Document Types

• Exhibits

• Exhibits label

• Bates numbers

• Transcripts

2) Document Management Component must have the ability to

• Successfully upload & retrieve a large volume of various file types to include media files and exhibits.

• Alter data with markup/annotate, highlighting, cropping, and drawing.

• Search, Redact, & Organize for quick data retrieval

• Save using different file formats.

3) Video Management Components will have the ability to

• Upload, Store and View videos

• Edit capabilities to create & save video clips

• Synchronize videos and transcripts

• Generate video reports.

4) PDF Export must have the ability to

• Save PDF file into different Microsoft file types such as

Word, Excel, PowerPoint, etc.

• Modify data & save without having to retype.

5) Exhibit Comparison Capabilities must have the ability to

• Retrieve and view multiple exhibits in a side-by-side comparison.

• Magnify, Highlight, annotate, and save trial exhibits

• Link exhibits.

6) Trial Presentation Component must be rated as User Friendly and with minimal input steps to retrieval desired output of information. Software must be compatible with tablets and iPads for Executive level presentations of information. It must have the ability to

• Alter transcripts, audio visuals, etc. during trial presentations.

• Cross-compare exhibits simultaneously

• Highlight, Annotate, and Compare information.

• Present video depositions with or without transcripts.

4.2 SOFTWARE LICENSE MANAGEMENT:

• Identify if offeror must manage software licenses and/or deliver software license keys to FERC to perform under this contract.

• Solution\Vendor must provide the transferrable or concurrent license for users

4.3 DOCUMENTATION

• The contractor shall provide the following documentation o System Documentation o Training Documentation o User Documentation

4.4 TRAINING AND SUPPORT

• The Solution\Vendor must provide:

a. A Training plan for the end user with deliverables

b. Technical support plans for end users with deliverables for routine and emergency request

c. Provide technical experience and expertise to diagnose and resolve issues during business hours

4.5 QUALITY CONTROL:

All software products purchased from or developed for the FERC by a vendor or contractor must be certified by the provider to be free of malicious code. The purchase/work order for such software must contain verbiage to the effect that the provider will be held liable for any damage or loss of business as a direct result of malware or malicious code embedded within software licensed to or developed for the FERC under the authority of the purchase/work order.

This project will be a fully funded Firm-Fixed Price (FFP) Contract.

5. Period of Performance

• Base 3/1/24 – 2/28/25

• Option 1 3/1/25 – 2/28/26

• Option 2 3/1/26 – 2/28/27

• Option 3 3/1/27 – 2/28/28

• Option 4 3/1/28 – 2/28/29

6. Place of Performance/location of work

Office Address

Washington, D.C. FERC 888 First St, NE Washington, DC 20426

7. Government points of contact Please identify all of the Government point(s) of contact.

Chalonda Curtis Project Manager\ Technical POC, Network Infrastructure Services and Support 888 First Street NE, Washington, D.C. 20426 Chalonda.Curtis@ferc.gov 202-502-8273

8. Document Distribution Please include contact information for all parties who will need copies of contract award documents.

Chalonda Curtis 888 First Street NE, Washington, D.C. 20426 Chalonda.Curtis@FERC.gov and softwarelicensing@ferc.gov mailto:Gary.Rizzolo@phsc.2hs.gov