A10 DoD OGC Technical Analytical Administrative and Legal Support Services Sources Sought RFI.pdf

DEPARTMENT OF DEFENSE

WASHINGTON HEADQUARTERS SERVICES

ACQUISITION DIRECTORATE

SOURCES SOUGHT NOTICE

General Information

Document Type: Sources Sought Notice Title: DoD Office of General Counsel, Technical, Analytical, Administrative and Legal Support Services Sources Sought Post Date: January 30, 2025 Sources Sought Response Date: February 14, 2025 NAICS Code: 541611, Administrative Management and General Management Consulting Service

Product Service Code: R499, Support-Professional: Other

Sources Sought Notice Information

To facilitate market research, the Government is looking to identify qualified sources under the following North American Industry Classification System (NAICS):

541611, Administrative Management and General Management Consulting Services

Introduction

In order to proactively plan for future requirements, the Washington Headquarters Services (WHS) Acquisition Directorate (AD) is conducting market research to identify qualified, experienced, and interested businesses who have the capability to support the Office of the Office of General Counsel (OGC) Technical, Analytical, Administra-tive and Legal Support Services.

Responses from “all” sources are requested including Other than Small Businesses, Small Businesses, 8(a) Small Businesses, HubZone Small Businesses, Service-Disabled Veteran-Owned Small Businesses, Woman-Owned Small Businesses, and Economically Disadvantaged Women-Owned Small Businesses are encouraged to respond in providing Technical, Analytical, Administrative Legal Support Services.

This is a follow-on requirement.

This Sources Sought (SS) Notice is for information and planning purposes only and shall NOT be construed as a solicitation or as an obligation on the part of the Government. This notice is for market research purposes only and is not a Request for Proposal (RFP) or a Request for Quote (RFQ), nor does it restrict the Government as to the final acquisition strategy. No contract will be awarded from this announcement. The Government will not reim-burse respondents for any costs incurred in preparation of a response to this notice. This notice does not obligate the Government to award a contract or otherwise pay for the information provided in the response. The Government reserves the right to use information provided by respondents for any purpose deemed necessary and legally appro-priate, including using technical information provided by respondents in any resultant solicitation.

As a result of this notice, the Government MAY issue a Request for Proposal (RFP) or Request for Quote (RFQ).

Should such a requirement materialize, no basis for claims against the Government will arise as a result of a response to this Sources Sought Notice, nor the Government’s use of such information as either part of our evalua-tion process, nor in developing specifications for any subsequent requirement. Any firm responding to this notice should ensure that its response is complete and sufficiently detailed to allow the Government to determine the firm’s qualifications to perform the work. At this time, no solicitation exists. Therefore, please do not request a copy of the solicitation. Responses in any form are not offers.

Background

The Office of the General Counsel is headed by the General Counsel of the Department of Defense (DoD). Ap-pointed by the President with the advice and consent of the Senate, the General Counsel is by law the Chief Legal Officer of the DoD (10 U.S.C. § 140). As such, the DoD General Counsel provides legal advice directly to the Sec-retary of Defense, the Deputy Secretary of Defense, and senior DoD leaders on operational, technological, and other issues critical to DoD’s ability to execute its mission. The DoD General Counsel leads the Office of the General Counsel of the Department of Defense (DoD OGC) and is the Director of the Defense Legal Services Agency

(DLSA).

Objective and Scope

The objective of this task order is to provide support services and expertise that will assist OGC and WHS FOID to continue to provide highly effective and timely legal review and advice in support of DoD mission requirements and in coordination with other U.S. Government departments and agencies. Contractor personnel must be able to iden-tify agency equities and information exempt from release in accordance with the statutes, regulations, and rules as well as any governing court orders or other legal authorities. Support services shall include analytical and adminis-trative assistance in the processing of Government information for release in a variety of contexts including, but not limited to civil litigation involving the DoD, the Office of the Secretary of Defense (OSD), the Joint Staff (JS), con-gressional inquiries and investigations, FOIA requests, and other records processing needs and non-personal services necessary to perform Technical, Analytical, Administrative and Legal Support Services. The scope of this require-ment includes all the services and supplies necessary to carry out the mission of the DoD General Counsel a WHS

FOID.

Critical Task Areas

Task 1: Legal and Document Analysis Describe your firm’s experience providing initial analysis, review, and support for international agreements. Experi-ence providing initial review and preparing orders authorizing the deployment of U.S. forces worldwide, orders to execute military operations and exercises and rules of engagement. Archiving legal files with knowledge and under-standing of chronicling data domestically and internationally. Providing preliminary reviews, research, and tech-nical support on all aspects of defense-related international agreements. Experience with the Master International Agreements Index (IAI).

Task 2: Administrative and Legal Support and Analysis.

Describe your firm's experience providing legal support for Government agencies, or specifically the DoD, such as conducting legal research using legal databases (e.g. LexisNexis, Westlaw, etc), Experience conducting analysis of Government information to identify equities and privileged information exempt from production in the discovery phase of civil litigation. Analysis and identification of information to be released or withheld pursuant to the FOIA.

Task 3: Administrative Support Describe your firm’s experience in providing support with calendar and schedule management, drafting and editing correspondence and reports, filing, scanning, document organization,and assembling professional briefing books.

Experience screening, preparing, and indexing legal review files before they are sent for storage and archiving.

Task 4: FOIA Processing Describe your firm's experience in providing analytical and administrative support in processing FOIA requests and preparing Government information for release to FOIA requesters.

Task 5: E-discovery Describe your firm's experience with using e-Discovery software to review, analyze, and process Government infor-mation, including electronically stored information under a variety of different legal frameworks, such as civil litiga-tion discovery, FOIA, and responses to Congressional inquiries.

G. Security Requirements

All submissions *must include verifiable* information about the firm’s ability to comply with the security require-ments for this effort:

Facility Clearance Required: Top Secret Level of Safeguarding Required: Top Secret

Potential Proposed Personnel: Most of the personnel must possess an active Secret clearance or Top Secret clear-ance; however, some task orders may require Top Secret clearances SCI eligibility. The individual task order will identify the specific security requirements.

Please describe personnel security policies and procedures used to propose personnel with current Secret and Top- Secret security clearances with Sensitive Compartmented Information eligibility. In addition, please describe the extent to which those procedures will ensure rapid replacement of individuals, should the need arise.

For interested Joint Ventures (JV), the firm shall indicate if the JV itself or the individual partner(s) to the JV hold the required security clearance.

H. Place of Performance

The work to be performed under this contract will be performed in offices located in the Pentagon or in offices lo-cated in or around the Washington DC area. Contract personnel may be requested to work at the Government’s al-ternate locations during emergencies and emergency exercises.

I. General Instructions

All responses to this Sources Sought Notice must be submitted via e-mail to the Contracting Officer, Brandiss Smith, at brandiss.r.smith.civ@mail.mil and the Contract Specialist, Jacob Lindell, at jacob.r.lindell.civ@mail.mil no later than: February 13th, 2025.

Subject Line: Response to Sources Sought: DoD Office of General Counsel, Technical, Analytical, Administrative and Legal Support Services

Capability statements will not be returned. Nor will an assessment of a firm’s response be returned. No telephone requests will be honored. Hard copy or facsimile submissions will not be accepted. Cover letters and extraneous ma-terials (brochures, etc.) will not be considered.

Submissions to any person other than the ones listed above will not be considered. Submissions after February 14th, 2025, by 10:00 am (ET) will not be considered. No questions other than clarifying the information within the Source Sought Notice will be accepted. The Government will NOT accept phone calls, requests for meetings or briefings.

All firms responding to this Sources Sought Notice are advised the Government will not provide or acknowledge receipt of the information received, provide feedback to firms with respect to any information submitted, or provide any follow-up information after the deadline of this sources sought notice.

J. Confidentiality

Proprietary information and trade secrets shall NOT be submitted as part of a response. Please be advised that all submissions become Government property and will not be returned. All Government and contractor personnel reviewing Sources Sought responses will have signed non-disclosure agreements and understand their responsibility for proper use and protection from unauthorized disclosure of proprietary information as described in 41 USC 423.

The Government shall not be held liable for any damages incurred if proprietary information is submitted, as it is clearly stated this type of information shall NOT be submitted.

K. Submission Instructions

To facilitate a timely and comprehensive review of all submitted responses, firms must respond using the format requested in this Notice. Any deviation from this format may lead to the rejection of the response.

L. Response Format

All interested firms having the experience, skills, and capabilities necessary to perform the stated requirements are requested to provide capability statements that do not exceed eight (8) single sided pages maximum in “Times New Roman” 12-point font on 8.5 x 11 paper that include the following information:

Do not submit pricing information in response to this notice.

M. Capability Statements To be considered capable of satisfying the Government’s requirement, interested firms must satisfy the following conditions:

Demonstrate the ability to comply with all the requirements in this Sources Sought Notice.

Possess GSA schedules that offer services in NAICS 541611, Administrative Management and General

Management Consulting Services (NAICS requirement can be met by a single firm, Joint Venture, or Con-tractor Teaming Arrangement).

Have recent and relevant experience as a prime contractor in all six of the critical task areas. “Recent” means within the past three years. “Relevant” means performance as a prime for requirements with similar average annual dollar value and involving subject matter expertise similar to the above critical task areas.

Interested firms should submit their response to include a capabilities statement covering experience, staff-ing and technical capabilities. The capabilities statement should address each of the critical task areas and demonstrate how the firm’s recent past performance (last 3 years) is similar in size, scope, and complexity to each critical task area.

Responses must identify recent past performance and corporate experience as a prime contractor with pro-jects similar in size, scope, and complexity and must describe the ability to provide sufficient numbers of cleared personnel with requisite expertise to accomplish all the critical task areas.

M1. General Information

1) Company name, address, point of contact name, telephone, and email address.

2) CAGE Code and Unique Entity Identifier.

3) Business size status (business size/socio-economic category must be submitted to be used) on the NAICS:

541611, Administrative Management and General Management Consulting Services

4) GSA schedule numbers offering services in the above NAICS.

M2. Security Capability

1) Provide verifiable evidence (i.e. letter from the Defense Counterintelligence and Security Agency (DSCA) to comply with the Security Requirements mentioned above in this Sources Sought Notice to include Ven-dor Facility Clearance, Vendor Level of Safeguarding, number of Vendor staff members holding a current Top Se-cret, Top Secret with SCI or SCI eligibility, Secret, and other information demonstrating the Vendor’s ability to satisfy the security requirements and procedures described above.

2) Please describe the extent to which those procedures will ensure rapid replacement of individuals, should the need arise. For interested Joint Ventures (JV), the firm shall indicate if the JV itself or the individual partner(s) to the JV hold the required security clearance.

M3. Technical Capability

1) Describe your firm’s capabilities regarding each of the five (5) critical tasks described above. Describe your firm’s ability to provide sufficient numbers of personnel with required skills and clearances.

2) Describe Corporate Experience and Past Performance Information for similar contracts and/or projects ac-complished within the last 3 years. This information must demonstrate how the firm’s recent Corporate

Experience and Past Performance (last 3 years) is relevant to the Comptroller Mission Support requirement.

The experience description must include the following information for each contract, task order or project:

a. Contract number and title

b. Role played on contract, i.e., prime or subcontractor

c. Average annual dollar value

d. Period of Performance

e. Where, when, and for whom each contract and/or project was performed

f. A brief description of the support provided and how it is similar to the above critical task area(s)

1. Small Business

1) Indicate if your firm’s interest is in proposing for Prime Contracting, teaming agreement or Joint Venture

2) If applicable, identify any proposed small business (SB) teaming arrangements and types, to include busi-ness size and socioeconomic category for each team member: Prime, Subcontractors, MPP, JV (managing partner and protégé), etc.

3) For each task shown below, indicate any Small Business Subcontracting opportunities, as applicable.

4) Identify in each task the percentages for Self Performance, and teaming partner’s performance, as applica-ble. Please use the sample table below to provide your respective proposed workshare arrangement for any potential small business (SB) teaming partners: Subcontractors, MPP, JV (managing partner and protégé), etc.

Tasks Self -Performance SB Teaming Partner(s) Performance

1. Legal and Document Analysis 60% 40% Small Business

2. Administrative and Legal Support and Analysis 100% 0%

3. Administrative Support

4. FOIA Processing

5. E-discovery

Overall Workshare Totals 60% 40%

5) For all respondents, indicate the minimum quantitative requirement (MQR) (ex: Out of 100% of the total contract value, the prime will utilize 30% for small business participation), if utilizing small businesses.

6) For Other than Small business firms, please indicate if there are no small business subcontracting opportu-nities and provide rationale as to why.

2. Additional Information

1) Indicate whether or not your firm will submit a proposal if a Request for Proposal (RFP) is issued.

2) Indicate if your firm’s interest is in proposing for Prime Contracting, teaming agreement or Joint Venture.

3) Validation of or recommended NAICS code for this effort.

4) Validation of or recommended contract type(s).

5) Validation of or recommended Federal Supply Schedules: GSA vehicles or any other Government-wide

Acquisition Contracts.

6) Provide any information that would provide a better understanding of the effort desired, to include missing information or restrictive language in the Performance Work Statement (PWS).

7) Provide comments on the appropriateness of the labor categories, i.e., suitability of use for CMS require-ments.

8) Submit any other questions or comments seeking clarity of this effort along with your response using the below format, no later than February 14, 2025, at 10:00AM EST.

Question/Comment Number

State your question/comment here

State your question/comment here

POINTS OF CONTACT

Contracting Officer:

Brandiss Smith Email: brandiss.r.smith.civ@mail.mil

Contract Specialist:

Jacob Lindell Email: jacob.r.lindell.civ@mail.mil

Small Business Specialist:

Tara Upchurch Email: tara.n.upchurch.civ@mail.mil

End of Notice