A043849 JAGC Estate Planning Software Solution Request for Information.pdf

Request For Information

THIS IS FOR INFORMATION AND PLANNING PURPOSES ONLY. THIS IS NOT A

SOLICITATION/REQUEST FOR PROPOSAL. RESPONSES TO THIS DRAFT RFP DOCUMENTS

ARE NOT OFFERORS AND CANNOT BE ACCEPTED BY THE GOVERNMENT TO FORM A

BINDING CONTRACT.

The Department of the Air Force (Air Force) is conducting market research to identify an Estate

Planning Software solution for the Military Services' Judge Advocate Generals Corps. The result of this market research will contribute to determining the requirement for this solution. The Product Service

Code (PSC) is 7A21, and the applicable North American Industry Classification System (NAICS) code assigned to this procurement is NAICS 511210 Software Publisher. The size standard is $38.5M.

THIS IS A REQUEST FOR INFORMATION (RFI) ONLY. There is no solicitation at this time. The RFI is to help the Air Force identify sources that can provide an Estate Planning Software solution for the

Military Services' Judge Advocate Generals Corps. This RFI is issued for information and planning purposes – it does not constitute a Request for Proposal (RFP) or a promise to issue an RFP in the future.

This request for information does not commit the Government to contract for any supply or service whatsoever. Further, the Air Force is not at this time seeking proposals and will not accept unsolicited proposals. Respondees are advised that the U.S. Government will not pay for any information or administrative costs incurred in response to this RFI; all costs associated with responding to this RFI will be solely at the interested party’s expense. Not responding to this RFI does not preclude participation in any future RFP, if any is issued. If a competitive solicitation is released, it will be synopsized on

SAM.gov. It is the responsibility of the potential offerors to monitor this site for additional information pertaining to this requirement.

If your organization has a potential solution, please provide the following information:

1) organization name, address, email address, website address, telephone number, and size and type of ownership for the organization; GSA Schedule Number, if applicable; and

2) a tailored capability statements addressing the particulars in the Vendor Responses section with appropriate supporting documentation.

The information obtained as a result of this RFI will be used to create a Market Assessment Report, which may inform budget and acquisition decisions for the agency. Based on the responses to this RFI/market research, this requirement may be set-aside for small businesses, procured through full and open competition, or sole sourced. Telephone inquiries will not be accepted or acknowledged, and no feedback or evaluations will be provided to companies regarding their submissions.

Submission Instructions: Interested vendors with a suitable solution are invited to submit a response to this RFI by 14 December 2024 at 2:00PM EST. All responses under this RFI must be emailed to irinieta.tabuyaqona.1@us.af.mil

Background: The U.S. Department of Defense (DoD) and the Coast Guard (an armed force located within the Department of Homeland Security) employ more than 4,600 legal assistance attorneys generating an average of 100,000 estate planning packages annually across 56 U.S. states and territorial legal jurisdictions.

While the military services avoid providing estate services to clients requiring complex planning, even the most basic estate plan must take into account each client’s unique personal history, family composition, mailto:irinieta.tabuyaqona.1@us.af.mil and planning needs in the context of ever-changing state laws. Adding another layer of complexity, the

JAG Corps is the only law firm in the nation in which individual attorneys must be capable of practicing an esoteric field of law across all U.S. jurisdictions (all states, the District of Columbia and the U.S.

territories). Under 10 U.S.C. § 1044, military attorneys are authorized to serve the great diversity of military members and their families, no matter what their state of origin or residence.

These factors of size, scope and complexity make access to a secure estate planning software solution with automated workflows, fully integrated estate planning tools, and legal research critical in the competent and effective provision of military legal assistance services.

Projected User Data. No specific licensing metric is required. However, the following projected numbers of basic users (attorneys and paralegals) is provided to help offerors develop solutions. The solution shall be able to accommodate a surge of 10% in the number of users and/or licenses required.

a. Navy: Approximately 250 basic users per year

b. Air Force: Approximately 1800 basic users per year

c. Army: Approximately 2500 basic users per year

d. Marine Corps: Approximately 90 basic users per year

e. Coast Guard: Approximately 40 basic users per year

NOTE: The Government does not want to purchase individual licenses and desires and enterprise-level solution to service all users.

Technical Requirements: See the attached draft Statement of Objective (SOO). Please note, the Air

Force is looking for a ready-to- go solution, one that does not require development time.

Vendor Responses: Interested vendors shall submit a capability statement that reflects their products capabilities in light of the draft SOO and the above information. If the proposed solution is presently not capable of meeting requirements in the draft SOO

Vendor Responses must identify any proprietary information submitted. The proprietary information

MUST BE CLEARLY MARKED as proprietary. The government will not treat any other information as proprietary. To aid the Government, please segregate proprietary information.

Vendor Responses may also propose or suggest changes to the draft SOO.

The Government reserves the right to contact, or not contact, any party responding to this notice to obtain further information for market research purposes. The government will not notify respondents of the results of the assessment of the information received and will not return submittals to the sender. All interested sources must respond to any potential future solicitation announcements separately from responses to this Request for Information. This is not a solicitation announcement for proposals and the government will not award a contract resulting directly from this announcement.