Amd 0002 Rev Attachment J-2 Compliance w Legal Case Mgmt Sys.docx

9594CS24Q0050 -Amendment 0002 Attachment J-2

Solicitation 9594CS24Q0050 – Amendment 0002 ATTACHMENT J-2: COMPLIANCE WITH LEGAL CASE MANAGEMENT SOLUTION REQUIREMENTS AND FEATURES The Contractor must complete this Attachment J-2 and submit the completed attachment with its quote.

Contractor’s Name:

Identification of the Legal Case Management Solution Quoted:

C.3.1.1.1 Recovery of data is required to be no more than 24 hours as nightly backups are required.

C.3.1.1.2 Notifications of outages should be broadcast as soon as the system is identified as being offline.

C.3.1.1.3 Failover should occur if it is deemed that the system will not be online within a 12-hour workday period (between 8am and 8pm, Monday through Friday).

____ Yes ____ No

____ Yes ____ No

____ Yes ____ No

Identify the specific multi-factor authentication used:_________________________________

C.3.1.6

C.3.1.6 Continued Solution quoted includes the following functionalities:

(1) Case management per solicitation section C.3.1.6.1;

(2) Matter management per solicitation section C.3.1.6.2;

(3) Document management per solicitation section C.3.1.6.3;

(4) Task management per solicitation section C.3.1.6.4;

(5) Calendaring and scheduling functions per solicitation section C.3.1.6.5;

(6) Task and workflow notifications per solicitation section C.3.1.6.6;

(7) Access through mobile devices (e.g. iPhone/Android phone, iPad, etc.) per solicitation section C.3.1.6.7; Functions that cannot be performed in the mobile app must be clearly identified (see last page 7 mobile app block).

(8) Ability to drag and drop files for standard file types from:

(a) MSOutlook;

(b) MSWord;

(c) MSExcel;

(d) MSPowerPoint;

(e) SharePoint; and

(f) Adobe.

(9) Ability to drag and drop files to:

(a) Upload files; and

(b) Including the capability of automatically creating a new task.

(10) Creates comments associated with tasks and lock down comments for viewing only by certain groups or users;

(11) Flags tasks as high, medium, and low priorities;

(12) Includes collaborative/multiuser document editing in real time;

(13) Has dashboards to display statistical data/metrics in order to manage staff, caseloads, and keep track of milestone due dates;

(14) Includes at least 10 reports to include but not limited to viewing outstanding assignments/tasks, past assignments/tasks, overdue tasks, and track daily/weekly/monthly task hours per user.;

See last block in this form which requires the Contractor to identify the specific reports provided by the solution quoted.

(15) Includes a user portal where end users can submit requests to OGC based on ethics inquiries, subpoena requests, Giglio requests, and OGC Helpdesk inquiries; end users are defined as any CSOSA employee; current CSOSA staff level is approximately 800 personnel;

(16) Generates system email alerts generated by new tasks created, task reminder notifications for events and triggers based on task due dates; and

(17) Includes multiple roles and security access/privacy permission levels based on these roles.

(18) Ability to assign temporary privileges to non-licensed user to allow them to view and edit a document collaboratively (nice to have/not required).

(1) ____ Yes ____ No

(2) ____ Yes ____ No

(3) ____ Yes ____ No

(4) ____ Yes ____ No

(5) ____ Yes ____ No

(6) ____ Yes ____ No

(7) ____ Yes ____ No

(8)(a) ____ Yes ____ No (8)(b) ____ Yes ____ No (8)(c) ____ Yes ____ No (8)(d) ____ Yes ____ No (8)(e) ____ Yes ____ No (8)(f) ____ Yes ____ No

(9)(a) ____ Yes ____ No (9)(b) ____ Yes ____ No

(10) ____ Yes ____ No

(11) ____ Yes ____ No

(12) ____ Yes ____ No

(13) ____ Yes ____ No

(14) ____ Yes ____ No

(15) ____ Yes ____ No

(16) ____ Yes ____ No

(17) ____ Yes ____ No

(18) ____ Yes ____ No

(1) All client and server licensing;

(2) Maintenance updates;

(3) Server availability 24/7, except for scheduled maintenance;

(4) Software support and upgrades;

(5) All operating system support/upgrades;

(6) System backups no less than every 24 hours;

(7) Security patching; and

(8) On-call helpdesk 8:00 AM through 5:00 PM, Eastern Time, Monday through Friday, excluding the federal holidays.

(9) Access to an emergency contact must be available after 5:00 PM until 6:30 PM, Monday through Friday, in case the system is not operating.

(1) ____ Yes ____ No

(2) ____ Yes ____ No

(3) ____ Yes ____ No

(4) ____ Yes ____ No

(5) ____ Yes ____ No

(6) ____ Yes ____ No

(7) ____ Yes ____ No

(8) ____ Yes ____ No

(9) ____ Yes ____ No

Within 5 days of award, the Contractor shall provide to the COR, in writing, the following:

____ Yes ____ No

____ Yes ____ No

____ Yes ____ No

____ Yes ____ No ____ Yes ____ No ____ Yes ____ No

The Contractor shall provide two on-site led training sessions for up to a total of 15 Government personnel at 800 North Capitol Street, NW, Washington, DC, 20002-4260.

Training must provide visual guidance sufficient for learning how to perform all solution functionalities.

Contractor understands it is responsible for providing its own connection to its training site, e.g., hot spot.

Contractor shall provide links to all training materials provided during any on-site training shall be made available for use as a resource throughout the term of the award.

____ Yes ____ No

____ Yes ____ No

(1) The legal case management solution allows for only CSOSA to be the owner of all data within the legal case management solution provided.

(2) On the last day of the last period of performance, the Contractor will provide to the COR a data file consisting of all data in the solution as of 12:01AM that day.

(3) Along with the data file, the Contractor shall provide a data dictionary.

(4) The Contractor understands the data file and data dictionary must be provided no later than 12pm on the last day of the last period of performance; and

(5) The Contractor will be available all the remaining of that business day to ensure the data file provided is readable.

(3) ____ Yes ____ No

(4) ____ Yes ____ No

(5) ____ Yes ____ No

C.4

(1) Legal Case Management Solution. Within seven calendar days of award, the Contractor shall provide to the COR all required software license information, software keys, serial numbers, authorization codes, activation codes, etc. necessary for 15 CSOSA users to begin utilizing the proposed solution that meets all of the requirements identified in this Statement of Work.

(2) Configuration:

(a) Per C.3.3, will complete any configuration required to optimize the solution no later than 21 days from date of award.

(b) Within 5 days of award, the Contractor shall identify to the COR, in writing, the specific configuration required to optimize the solution.

(3) Conversion all CSOSA data to the Contractor’s provided legal case management solution shall be completed within 90 days from award (which include CSOSA time for security clearance of all Contractor personnel performing conversion services.

(1) Integrates with Microsoft (MS) Office 365, including MSOutlook, Word, Excel and SharePoint;

(2) Integrates with legal research tools, e.g., Westlaw & LexisNexis;

(3) Has drill down ability on reports and Gantt Charts (e.g. view cases that comprise a result set).

(4) Ability to assign temporary privileges to non-licensed user to allow them to view and edit a document collaboratively.

The Contractor’s quoted solution includes the listed preferred functionality:

(3) ____ Yes ____ No

(4) ____ Yes ____ No

2.