Attachment_1_-_Statement_of_Work.pdf

United States Department of the Interior

INTERIOR BUSINESS CENTER

Washington, DC 20240

Litigation, Administrative, Facilities Operations, and Property Management Services i

STATEMENT OF WORK (SOW)

Litigation, Administrative, Facilities Operations, and Property Management Support Services for the

United States Department of the Interior (DOI) Office of the Solicitor (SOL)

August 25, 2022

Attachment 1 - Statement of Work 140D0423R0001

INTERIOR BUSINESS CENTER

Washington, DC 20240

Litigation, Administrative, Facilities Operations, and Property Management Services ii

TABLE OF CONTENTS

1.0 Background:

2.0 Scope:

3.0 Objectives:

3.1 Personnel Objectives

3.1.1 Senior-Level Resource Analysts (Paralegal/Litigation Support Assistants)

3.1.2 Resource Analysts (Paralegal/Litigation Support Clerks)

3.1.3 Administrative Resources (Administrative Assistant / Secretary)

3.1.4 Facility Support

4.0 Technical Requirements:

4.1 Task Overview

4.1.1 Litigation Support

4.1.2 Administrative Support

4.1.3 Facilities Operations and Property Management Support

4.1.4 Transition Support

4.2 Key Personnel

4.2.1 Labor Categories

4.2.2 Day-to-Day Requirements

4.2.3 Resumes

4.2.4 Incoming Transition Period of Key Personnel

4.2.5 Substitution of Key Personnel

4.2.6 Background Checks for Contractor Personnel

4.3 Specific Requirements:

4.3.1 Indian Trust Litigation Office (ITLO)

4.3.2 FOIA/Privacy Program Support

4.3.3 Solicitor-wide Support

4.4 Deliverable(s):

4.4.1 Monthly Status Report

4.4.2 Incoming Transition Plan

4.4.3 Outgoing Transition Plan

4.4.4 Final Report

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4.4.5 Deliverable Table

4.4.6 Deliverable Format

4.4.7 Deliverable Acceptance and Review

4.4.8 General Acceptance Criteria

4.5 Security

4.5.1 Section 508 Compliance

4.5.2 Conflict of Interest/Non-Disclosure Agreement

5.0 General Information:

5.1 Acceptance/Rejection of Services

5.2 Place(s) of Performance

5.2.1 Responsiveness:

5.3 Travel Funding

5.4 Hours of Work

5.4.1 Productive Direct Labor Hours

5.4.2 Recordkeeping of Direct Labor Hours

5.4.3 Overtime

5.4.4 Emergency or Special Event Services

5.4.5 Place of Performance

5.4.6 Automatic Telework Contingent on Office of Personnel Management (OPM) Status

5.4.7 Government Holidays

5.5 Payment for Unauthorized Work

5.6 Government Furnished Equipment

5.6.1 Government Furnished Equipment Replacement

5.6.2 Physical Security

5.7 Contractor Training Requirements

5.8 Contractor Knowledge Transfer

5.9 Disclosure of Information

5.10 Limited Use of Data

5.11 Contractor Qualifications

5.11.1 Labor Category Guidance

5.11.2 General Qualification Standards

5.12 Physical Document Management and Administration:

APPENDIX A – Key personnel labor categories and descriptions

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1.0 BACKGROUND:

DOI is a Cabinet-level agency that manages America's vast natural and cultural resources. The Secretary of Interior heads the Department, which employs 70,000 people, including expert scientists and resource-management professionals, in nine technical bureaus, including the Office of the Secretary, which is comprised of the following Offices: Assistant Secretary of Policy, Management and Budget (A/S PMB); Insular Areas; Solicitor (SOL); Inspector General; Chief Information Officer;

and Special Trustee for American Indians.

The SOL consists of the Solicitor, the Deputy Solicitors, Associate Solicitors, Counselors to the Solicitor, Special Assistants, Executive Assistants, Program Assistants, Attorney Advisors, Paralegals, and various Administrative and Staff Assistants. Each division has different responsibilities and provides legal services to different client-representative bureaus and offices within the Department while reporting to the cognizant Deputy Solicitor and the Solicitor. The divisions provide legal counsel and representation to the Secretary, the Assistant Secretaries, the Bureau Directors, and subordinate programs.

The SOL is responsible for “all of the legal work of the Department,” including “providing legal advice to the Secretary and Under Secretary and members of their staffs, the Assistant Secretaries of the Department, the heads of the offices and bureaus of the Department and all other officers and employees of the Department,” “formulating the legal policies of the Department and resolving any conflicts which may arise in the application of these policies,” and “providing legal services for all programs, operations and activities of the Department” 109 DM 3.1, 3.2. The SOL is also responsible for coordinating DOI’s response to document requests in litigation concerning DOI’s accounting and management of funds and assets held in trust for individual American Indians and Indian tribes. The Tribal Trust litigation consisted of over 100 cases brought on behalf of Indian tribes that were seeking regress for the Department’s alleged breaches of its trust obligations. Responding to discovery in these matters entails processing and producing millions of pages of Department of Interior records.

2.0 SCOPE:

Currently, SOL has a large workload of document collection, reviews, modifications, and legal analysis, required for large litigations, general document examination, and title opinions, as well as a need for overall administrative support services. Additionally, records and facilities operations support services are needed. The contractor shall provide a range of support services from general office support, professional and clerical support, records support, and project and program support. Support services include (depending on the labor categories) litigation, clerical and secretarial support, facilities operations, Freedom of Information Act (FOIA)/Privacy Act (PA), and special projects.

Services shall be performed in support of SOL requirements as necessary.

In accordance with Federal Acquisition Regulation (FAR) Part 7.5, Inherently Governmental Functions, services under this contract shall not be used for the performance of inherently governmental functions.

All work performed shall be in conformance with government regulations and policies including the FAR and applicable supplements.

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Additional positions may be requested based on workload for temporary or long-term needs through contract modifications. Additionally, positions may be discontinued or modified based on changes in workload and project activities. SOL is not required to provide advance notice when discontinuing positions in response to the aforementioned changes in workload and project activities.

SOL’s primary/headquarters offices are located in Washington, D.C., with 18 regional/field offices.

Work may be performed at any of these locations or the contractor’s location, as approved by the Government. Travel to other locations or to customer sites, while not anticipated, may be required.

At no time shall the Contractor exceed the total funded ceiling value of any awarded Contract Line- Item Number (CLIN).

3.0 OBJECTIVES:

Currently, SOL has a large workload of document collection, review, modification, and legal analysis required for the legal privilege review for large litigation and general document review, title opinions, as well as a need for overall administrative support services. Additional support on a short-term basis (typically less than one year) on a CLIN level may be required due to unexpected increases in workload.

3.1 Personnel Objectives

3.1.1 Senior-Level Resource Analysts (Paralegal/Litigation Support Assistants)

Tasks and requirements for senior-level Resource Analysts (Paralegal/Litigation Support Assistants) to provide litigation support and aid the Government in examining various legal documents and providing legal advice to Government and office management. Conduct legal research, document management, document review and respond to discovery requests with drafts and/or final opinions and also assist with case preparation and analysis;

3.1.2 Resource Analysts (Paralegal/Litigation Support Clerks) Tasks and requirements for Resource Analysts (Paralegal / Litigation Support Clerks) to provide litigation support and help with document management, collection, review, and modification, and legal analysis required for each of these projects; Legal Assistants shall help to reduce the existing backlog of work and allow SOL attorneys to focus on providing legal services for all programs, operations, and activities of the Department;

3.1.3 Administrative Resources (Administrative Assistant / Secretary) Wide range of administrative support services for Administrative Resources (Administrative Assistant / Secretary) to provide general office support both professional and clerical from simple to complex projects and programs. Administrative Assistants shall help to reduce the existing backlog of work and allow SOL attorneys to focus on providing legal services for all programs, operations, and activities of the Department;

and,

3.1.4 Facility Support

Tasks and requirements for Facility Support to provide facility operations and records management support in order to assist management and support staff in the review and execution of property management tasks and records distribution and disposition services. Requires physical document management and equipment management with the ability to lift and/or pull 40 pounds.

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4.0 TECHNICAL REQUIREMENTS:

4.1 Task Overview

4.1.1 Litigation Support

• Review of scanned images of documents, utilizing document review software applications, for privileged, confidential, or otherwise protected information, including information protected under attorney-client privilege, attorney work-product privilege, deliberative process privilege, the Trade Secrets Act (TSA), PA, and any other federal statute, law, or court order that requires or authorizes federal agencies to protect such information from disclosure;

• Review of hard copies of documents for privileged, confidential, or otherwise protected information, including information protected under attorney-client privilege, attorney work-product privilege, deliberative process privilege;

• Ability to effectively communicate both orally and in writing to convey, obtain, exchange information and documents with the relevant bureaus and offices and SOL point of contact.

• Possess analytical ability, along with a knowledge of the methods used to gather, analyze, and evaluate information.

• Possess knowledge of the title standards, title opinions, title evidence, and the ability to review title evidence, to make determinations, and to create title opinion recommendations

• Knowledge of legal research techniques and the ability to apply this knowledge to the analysis of legal problems, preparation of legal documents, and the initiation of recommendations concerning various legal issues

• Ability to communicate orally to convey, obtain, exchange information, and conduct fact-finding interviews with governmental personnel or individuals in businesses or other entities.

• Ability to use basic office equipment and document production software.

4.1.2 Administrative Support

• Basic duties include front reception deck phone coverage, greeting and escorting visitors, delivery of requested items throughout the duty station as well as to-and-from offices in the local area and within a 50-mile radius.

• Have sufficient knowledge of priorities, commitments, policies, and program goals of the requesting Government staff, in order to perform non-routine assignments such as locating and summarizing information from files and documents, as specified by the Government.

• Proficient knowledge of grammar, punctuation, and spelling, and an ability to learn and understand the organization’s requirements on style and format.

• Basic knowledge of travel planning and the government’s travel regulations.

• Data entry into basic spreadsheets and databases (mostly using standard language), initiating searches within program offices of various documents and files.

• Support, review and update publicly published office content, to edit, write, create links, and add photos and documents to this official public site.

• Provide basic computer hardware and software support

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• Ability to use basic office equipment including computer, photocopier, scanner, and computer programs such as LexisNexis, Laserfiche, Relativity, Adobe Pro, WordPress, Google, Microsoft, Microsoft Office suite including Word, Excel, PowerPoint, and Access and various cloud-based technologies

4.1.3 Facilities Operations and Property Management Support

• Facilities Support service duties include but are not limited to inventory management, storage management, cataloging, property utilization, typing, filing, labeling, indexing, reproduction services, faxing, packaging items for shipment, and performing physical tasks in preparation of goods to be transported or stored.

• Material handling may include manually loading or unloading freight packages, unpacking, shelving, or placing items in proper storage locations or transporting goods by hand truck, cart, or other wheeled devices.

• Perform clerical and physical tasks in connection with shipping and receiving goods.

• Shipping duties typically involve verifying that orders are accurately filled by comparing items and quantities of goods gathered for shipment against documents; ensuring that shipments are properly packaged, identified with shipping information, and loaded into appropriate transporting packaging. Preparing and keeping records of goods shipped both manually and in an automated system.

• Receiving duties usually involve verifying the correctness of incoming shipments by comparing items and quantities unloaded against bills of lading, invoices, manifests, storage receipts, or other records, checking for damaged goods, ensuring that goods are appropriately identified for routing and delivery to departments and offices. Contractor employee to receive assignments, turn in completed work to requesting Government personnel for Government inspection/acceptance, and revise based on Government feedback; keeping records of given assignments, time spent per assignment, and problems that may arise; operating basic office equipment (e.g., computer, photocopier, scanner, and computer programs Microsoft Office); composing non-technical correspondences in accordance with established SOL instructions, using clear, concise language and ensuring that spelling, punctuation, and grammar are correct; and other related duties as assigned.

• Diagnosing and troubleshooting IT equipment received or disbursed from inventory

• Providing basic setup and diagnostics of IT peripherals such as printers, monitors, and scanners

• Providing visual checks and reviews of equipment conditions

• Maintaining inventory of hardware

• Updating service requests status in the work order tracking system

• Respond to trouble calls deliver via phone, email, and/or the automated trouble ticket system

• Enter, update, the status of, and document resolution to trouble calls into the work order tracking system

• Diagnose trouble calls and escalate to the appropriate departmental IT personnel for resolution if needed

• Ability to use basic office equipment including computer, photocopier, scanner, and computer programs such as LexisNexis, Laserfiche, Relativity, Adobe Pro, WordPress, Google Drive, Cloud, and Microsoft Office suite including Word, Excel, PowerPoint, and Access.

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• Ability to effectively communicate both orally and in writing to convey, obtain, and exchange information and documents with attorneys and other appropriate SOL personnel. Possess analytical ability and knowledge of various methods used to gather, analyze, and evaluate information.

4.1.4 Transition Support

4.1.4.1 Incoming Transition Support

• The contractor shall implement a six-week incoming transition period to transfer services from the incumbent contractor. During this period, the contractor shall become familiar with standard operating procedures (SOPs) and assume the full execution of the requirements of the awarded contract. During the incoming transition period, the contractor shall work closely with the incumbent contractor to ensure a smooth transition of service and perform a joint inventory and audit of the transferred documentation/data.

The successful offeror shall work closely with the incumbent contractor and coordinate to address the status of any issues associated with the transition. The contractor’s program management structure and organization shall be in place and fully operational at the end of the six-week period. At the completion of the incoming transition period, the contractor shall have full responsibility for all requirements covered under the contract.

• The Government will provide the following information at the beginning of the Incoming Transition period:

− Contact information of CO, COR, and Government inspectors

• The Contractor shall prepare and deliver an Incoming Transition Plan. The Incoming Transition Plan shall include a description of the activities and schedules required to facilitate a smooth transition between the offeror and the incumbent contractor. The draft Incoming Transition Plan shall be submitted with the offeror’s proposal. A final Incoming Transition Plan shall be submitted no later than 5 calendar days after the effective date of award.

4.1.4.2 Outgoing Transition Support

• The outgoing contractor shall implement a six-week transition out period to transfer services to the follow-on contractor. During the transition out period, the outgoing contractor shall work closely with the follow-on contractor to ensure a smooth transition of service, perform a joint inventory and audit of the transferred documentation/data, and coordinate and address the status of and any issues associated with the transition. Refer to section 4.4.3., Deliverables.

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4.2 Key Personnel

4.2.1 Labor Categories

Table 4.2.1 summarizes the key personnel required for this action. Appendix A details the description, qualifications, educational requirements, and General Schedule (GS) equivalency for each labor category.

Table 4.2.1. SOW Labor Categories

4.2.2 Day-to-Day Requirements

a) The contractor shall be responsible for managing and overseeing the activities of all contractor personnel, as well as subcontractors used in the performance of this effort.

The contractor's management responsibilities shall include all activities necessary to ensure the accomplishment of timely and effective support, performed in accordance with the requirements contained in the Statement of Work.

b) Contractor personnel shall be professional in demeanor, responsiveness, appearance, and deportment. The contractor personnel may be required to interface with senior Government and Industry officials in a supporting role to the SOL personnel. Contractor personnel shall have excellent written and oral communications skills sufficient to provide clear and concise communication and documentation.

c) An integral part of successful performance under this contract is not only the production of quality work products but also the responsiveness of contractor personnel to the day-to-day performance and administration of assigned workload. While an end product or deliverable is vital to successful performance, day-to-day activities also include client interaction and responsiveness. Accordingly, the contractor shall be proactive in accomplishing assigned tasks and be responsive to all entities with business dealings related to the assigned tasks. For any work that was determined by the Government to be late, incomplete, or unsatisfactory, the contractor shall take necessary action to ensure that future performance conforms to contract requirements.

4.2.3 Resumes

Resumes for all key personnel shall include the following information:

Area of Support Item No. SOW Labor Category

Legal / Litigation Support (Lit Support)

1 Resource Analyst / Paralegal / Legal Assistant I

2 Resource Analyst / Paralegal / Legal Assistant II

3 Resource Analyst / Paralegal / Legal Assistant III

4 Resource Analyst / Paralegal / Legal Assistant IV / Attorney

Administrative

(AA/GS/S)

5 Administrative Assistant / General Clerk / Secretary I

6 Administrative Assistant / General Clerk / Secretary II

7 Administrative Assistant / General Clerk / Secretary III

8 Administrative Assistant / General Clerk / Secretary IV

Facility Operations

9 Receiving Clerk / Facilities Management Support Clerk I

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• Full Name

• Contract Labor Category

• Current Employer

• Current Work Location

• Complete work history for the past 10 years, including all gaps in work. If the personnel has less than 10 years of experience, that shall be noted in the resume.

• Work experience (beginning with most recent position):

o Employer; Position(s) held; Dates held (month/year) o Experience: Description of duties/tasks performed. Discuss in sufficient detail specific examples of work assignments, accomplishments, etc.

o Offerors shall explain any gaps in experience to avoid confusion and need for further clarification

• Education o Degree(s); Date(s); Institution; Major/Minor o If non-degreed, or if the degree is an unrelated field, a statement as to which specific work experience(s) is being substituted for the education requirement.

4.2.4 Incoming Transition Period of Key Personnel

On day 1 of the effective date of the contract, the Government will provide the contractor with a list of the immediately needed labor categories, the required locations, and the tasking requirements. The table below identifies its current need subject to change. The contractor shall submit resumes for these key personnel to the COR within fourteen days upon receipt of the Government’s request. The COR may request multiple resumes for each position. The COR and the CO will evaluate the resumes and promptly notify the contractor of approval or disapproval to proceed with hiring in writing. The Government reserves the right to judge the qualifications and acceptability of any individual proposed by the contractor for any position and may require the contractor to replace an individual whose qualifications and suitability are judged deficient with written notification. The contractor shall be responsible for providing quality candidates and ensuring that the six-week transition period is completed on time. All candidates shall be available to begin work within 14 calendar days of completion of background check/clearance investigation.

Labor Category Number of Personnel Location Required Tasking

Receiving Clerk / Facilities Management Support Clerk I

1 Washington, DC SOW 4.1.3

Administrative Assistant / General Clerk / Secretary I

(AA/GC/S-I)

1 Denver, CO SOW 4.1.2

1 Knoxville, TN

1 Salt Lake City, UT

1 Sacramento, CA

1 Tulsa OK

Resource Analyst / Paralegal / Legal Assistant II (Lit Sup II)

1 Washington, DC SOW 4.1.1, 4.3.1

1 Tulsa, OK

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Admin Asst III or Resource Analyst I

3 Washington, DC SOW 4.1.2, 4.3.3

Resource Analyst / Paralegal / Legal Assistant II (Lit Sup II)

7 Washington, DC SOW 4.1.1, 4.3.1,

4.3.3 3 Lenexa, KS

2 Contractor’s Location

Resource Analyst / Paralegal / Legal Assistant III (Lit Sup

III)

1 Washington, DC SOW 4.1.1, 4.3.1, 4.3.3, 1 Lenexa, KS

1 Contractor’s Location

4.2.5 Substitution of Key Personnel

During the first three months of the contract performance period, no key personnel substitution shall be permitted unless such substitutions are necessitated by an individual’s sudden illness, death, termination of employment, or Government request for replacement.

All contractor requests for approval of substitution or replacement of key personnel shall be submitted in writing to the COR and the CO at least 14 calendar days in advance of the effective date and shall provide a detailed explanation of the circumstances necessitating the proposed substitution, a complete resume for the proposed substitute, and any other information as deemed necessary and requested by the CO to approve or disapprove the proposed substitution. The COR may request multiple resumes for each position. The COR and the CO will evaluate such requests and promptly notify the contractor of approval or disapproval to proceed with hiring in writing. The Government reserves the right to judge the qualifications and acceptability of any individual proposed by the contractor for any position and may require the contractor to replace an individual whose qualifications and suitability are judged deficient with written notification.

All key personnel shall be available to start work on the contract within 14 calendar days of completion of background check/clearance investigation.

4.2.6 Background Checks for Contractor Personnel

Upon COR approval of key personnel substitution, and before starting work under this contract, DOI security will perform a background investigation to make a pre-employment determination regarding the contractor’s ability to be employed in support of this contract. The contractor shall be required to complete a Personal Identity Verification (PIV) photo along with fingerprints for identity purposes before being authorized access to Government facilities and IT systems in support of the contract. Upon being cleared through DOI security a PIV identification card will be issued and access granted. If the DOI security adjudication is favorable, no further action is required. If the adjudication is unfavorable, a PIV shall not be issued to the support contractor. In the event of a disagreement between the contractor and the Government concerning the suitability of an individual to perform work under this contract, the Government will have the right of final determination.

The contractor shall make their personnel available at the place and time specified by the COR in order to initiate screening and background investigations. These personnel shall complete an electronic application through the OPM’s Electronic Questionnaires for Investigation Processing (eQIP) system.

All hours expended to process and on-board contractors are not billable to the Government. The contractor is not authorized to start work or bill hours against the contract for any contractor until the contractor has received their physical PIV and is cleared through security.

During performance, the contractor shall keep the COR and Human Resources (HR)/Security Officer apprised of any changes in personnel to ensure that performance is not delayed by

Litigation, Administrative, Facilities Operations, and Property Management Services 9 compliance with the credentialing process. PIV cards that have been lost, damaged, or stolen shall be reported to the COR and Issuing Office within 24 hours. Replacement shall be at the contractor’s expense. If re-issuance of expired credentials is needed, it shall be coordinated through the sponsoring official.

The contractor shall ensure that all PIV cards are returned to the COR or their designee HR/Security Officer at the time of expiration of the contract or employment.

4.3 Specific Requirements:

4.3.1 Indian Trust Litigation Office (ITLO)

• Litigation Support: Washington, D.C., within the local commuting vicinity, or at contractor’s location as approved by the COR;

• Litigation Support: Lenexa, KS or contractor’s location as approved by the COR

a) Review of hard copies and scanned images of documents, utilizing document review software applications, for privileged, confidential, or otherwise protected information, including information protected under attorney-client privilege, attorney work-product privilege, deliberative process privilege, the Trade Secrets Act (TSA), the PA, the Indian Mineral Development Act (IMDA), the Surface Mining Control and Reclamation (SMCRA), the Archeological Resources Protection Act, and any other federal statute, law, or court order that requires or authorizes federal agencies to protect such information from disclosure.

Demonstrate experience, education, and abilities in the following areas:

a) Tasks requiring legal analysis or research shall be accomplished by Attorneys with law degrees from accredited law schools and who have been admitted to the bar of any state, District of Columbia, or any U.S. territory. Tasks may involve legal analysis and research regarding responsiveness to the question or issue at hand, i.e., privilege, confidentiality, or other protected information (e.g., attorney-client privilege, attorney work-product privilege, deliberative process privilege, the Trade Secrets Act (TSA), the PA, the Indian Mineral Development Act (IMDA), the Surface Mining Control and Reclamation (SMCRA), the Archeological Resources Protection Act, or any other federal statute, law, or court order that requires or authorizes federal agencies to protect such information from disclosure.)

b) Tasks not requiring legal analysis or research may be accomplished by a Legal Assistant or Paralegal. May require a bachelor’s degree or advanced degree (or its equivalent), or paralegal certification, and 3-5 years of experience in the field or in a related area. Has extensive knowledge of commonly used concepts, practices, and procedures within a particulate field. Experienced in working independently. Supports an attorney or group of attorneys.

c) Specific Abilities:

Ability to effectively communicate both orally and in writing to convey, obtain, exchange information and documents with the relevant bureaus and offices and SOL attorney.

Ability to use basic office equipment.

Analytical ability, along with a knowledge of the methods used to gather, analyze, and evaluate information.

In-depth knowledge of the title standards, title opinions, title evidence, defective title, and creation of a chain of title.

Ability to review title evidence and make determinations as to land and mineral ownership, and spot title defects.

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Ability to create a title opinion recommendation to assist the SOL attorney in writing a title opinion.

Knowledge of legal research techniques and the ability to apply this knowledge to the analysis of legal problems, preparation of legal documents, and the initiation of recommendations concerning specific legal issues dealing with title opinions.

Use logic in developing strategies for curing title defects.

Ability to communicate orally to convey, obtain, exchange information, and conduct fact-finding interviews with governmental personnel or individuals in businesses or other organizations.

d) Compliance with Case-Specific Court Requirements. Contractor staff shall be able to communicate with employees and officials within the federal government and its agencies regarding the litigation. Many of the trust records that the subject to formulated tasks will involve litigation matters. The Contractor shall be able to provide personnel who will not be disqualified, based on this court order, from performing under this contract.

• Administrative Support (AA/GC/S-III): Washington, D.C.

a) Basic duties include front reception desk phone coverage, greeting and escorting visitors, delivery of requested items throughout the duty station as well as to and from offices in the local area and within a 50-mile radius.

b) Perform the following duties: data entry into spreadsheets and databases, (mostly using standard language), initiating searches within program offices via email and tracking and monitoring the progress of those searches, etc. Maintains sufficient knowledge of priorities, commitments, policies, and program goals of the requesting Government staff, in order to perform non-routine assignments such as locating and summarizing information from files and documents, as required by the Government.

c) Demonstrate experience, education, and abilities in the following areas: knowledge of grammar, punctuation, and spelling, as well as organizational requirements on style and format; office filing systems; knowledge of substantive programs of the Office to direct inquiries; knowledge of travel regulations and time and attendance procedures to prepare vouchers and reports. Skill in advising and instructing SOL subordinate offices concerning the required reporting and general clerical administrative procedures of the organization. May require a bachelor’s degree (or its equivalent) and 3-5 years of experience in the field or in a related area.

d) Specific Abilities:

Ability to effectively communicate both orally and in writing to convey, obtain, exchange information and documents with the relevant bureaus and offices and SOL attorneys.

Ability to use basic office equipment.

Analytical ability, along with a knowledge of the methods used to gather, analyze, and evaluate information.

Ability to communicate orally to convey, obtain, exchange information, and conduct fact-finding interviews with governmental personnel or individuals in businesses or other organizations.

Can work independently.

4.3.2 FOIA/Privacy Program Support

• Litigation Support (Lit Sup II or Lit Sup III): Washington, D.C., within the local commuting vicinity, or contractor’s location as approved by the COR;

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a) The contractors shall develop and review the administrative records for FOIA and PA requests. The contractors shall create and maintain hard copy and electronic FOIA/PA files, including updating the files with new materials, replacing worn or improperly labeled folders, and redistributing the files to the appropriate filing cabinets and electronic folders in accordance with established office guidelines. The contractors shall receive, review, identify, and place correspondence and other materials received from requestors and bureaus in the appropriate office file management system in accordance with office defined procedures. The contractors shall identify possible deficiencies in FOIA/PA files (e.g., missing documents, conflicting statements) and communicate with appellants and bureau personnel orally and in writing to identify and resolve the deficiencies. The contractors shall file and retrieve hard copy and electronic FOIA/PA documents within an established standardized system.

b) In addition, the contractors shall review documents to extract selected data and information relating to the specific issues under review and summarize the information in a prescribed format established by office guidelines. The contractors shall review the administrative record to become familiar with the issues raised in FOIA/PA requests that are under consideration. The contractors shall input and maintain data concerning FOIA/PA requests in hard copy and automated tracking logs and update them as necessary.

c) The contractors shall analyze challenges from the requestor and/or appellants that bureaus’ responses to their request are procedurally deficient (e.g., improperly calculated fees, issues regarding the scope of the requests), incomplete or untimely, and decisions by bureaus that they have no records or did not locate records in order to make determinations on whether the bureaus properly processed and responded to requests. The contractors shall analyze decisions by bureaus to deny fee waivers or withhold the contents of requested records to make determinations on the propriety of withholdings of information or denials of fee waivers.

d) The contractors shall consult with personnel at bureaus whose actions have been appealed to gather background information on the underlying issues to put the matter at issue in the appeals in context and to gather other information from bureau personnel as needed to complete the DOI responses to appeals. The contractors shall prepare summaries of discussions with bureaus personnel for the FOIA/PA Officer’s review. The contractors shall consult with attorneys throughout SOL, private attorneys, bureau and office representatives, and individuals in the general public in order to clarify facts or reach an agreement for the expeditious handling of FOIA/PA requests and/or appeals. The contractors shall conduct legal research of applicable law and regulations to keep informed of statutes, changes, or updates in order to apply correct principles of law to FOIA and PA related cases.

e) The contractors shall verify citations and legal references in documents that are submitted in connection with FOIA/PA request and/or appeals. The contractor shall prepare the agency response to FOIA/PA requestors discussing the bases for determinations on whether bureaus properly processed and responded to FOIA/PA requests, including the rationale for upholding or overturning (in full or in part) bureaus actions in processing FOIA/PA requests or remanding the requests to bureaus for additional processing. The contractors shall also redact protected information in records at issue in FOIA and PA appeals, annotate on records the FOIA/PA exemptions or PA exceptions used to withhold protected information, prepare the agency response to FOIA/PA appellants discussing the bases for the application of FOIA/PA exemptions and PA exceptions.

f) Some physical document management may be required. When physical documents are delivered to the contractors, the contractors shall account for, and inventory all delivered documents. The contractors shall account for and keep an inventory of all

Litigation, Administrative, Facilities Operations, and Property Management Services 12 boxes of documents delivered to the contractors. The documents at issue in a FOIA/PA request or appeal may be delivered electronically, on a compact disc (CD), or in hard copy format. The contractors shall be required to keep an inventory of all CDs and boxes received by the date of receipt, the appropriate FOIA or PA record number, and the volume of CDs or boxes received in each shipment.

g) Specific Abilities:

Ability to effectively communicate both orally and in writing, to convey, obtain, and exchange information with FOIA/PA requestor and other members of the public, bureau personnel, and attorneys in SOL.

Ability to use basic office equipment.

Ability to use automated systems for tracking FOIA and PA requests or appeals, electronic document redaction, and word-processing software to prepare correspondence to FOIA and PA requesters or appellants.

Analytical ability, along with a knowledge of the methods used to gather, analyze, and evaluate information.

In-depth knowledge of the FOIA and the PA and their associated legal requirements, as well as the interaction between the two statutes when making determinations on whether to release or withhold records.

Knowledge of FOIA exemptions and the PA exemptions and exceptions.

Ability to review records requested for public release, make determinations on the information in records protected by FOIA/PA exemptions and PA exceptions, electronically and manually redact information that should be withheld from release, annotate appropriate FOIA/PA exemptions and PA exceptions on records.

Knowledge of legal research techniques and the ability to apply this knowledge to the analysis of legal problems, preparation of legal documents, and the initiation of recommendations concerning specific legal issues.

Use logic in developing strategies for deciding FOIA/PA appeals and presenting issues and arguments for discussion.

Ability to communicate orally to convey, obtain, exchange information, and conduct fact-finding interviews with governmental personnel or individuals in businesses or other organizations.

Ability to prepare correspondence responding to FOIA and PA requests or appeals, adapting standard language for FOIA/PA exemptions and PA exceptions to fit specific cases.

Ability to perform general administrative support tasks to include but are not limited to typing, filing, taking phone calls and directing calls to appropriate person or office, opening and routing office mail; recording and transmitting messages, keeping records of calls from FOIA/PA requestors and bureaus regarding particular FOIA/PA requests; providing information to callers and visitors regarding FOIA/PA requests or basic office policies and procedures;

handling and adjusting complaints; operating basic office equipment (e.g., photocopier, scanner, facsimile, multi-line phone/voicemail systems, and minimal computer programs); preparing simple correspondence and form letters in accordance with established guidelines, using clear, concise language and ensuring that spelling, punctuation, and grammar are correct, requisition office supplies, printing maintenance and other services; and other related duties as assigned.

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4.3.3 Solicitor-wide Support

Litigation Support & Special Project Support (various internal SOL or DOI offices), within the local commuting vicinity, or contractor’s location as approved by the COR);

Administrative and/or Records Support (various internal SOL or DOI offices), within the local commuting vicinity, or contractor’s location as approved by the COR); Property & Facilities Ops Support (MIB-Washington, D.C.)

• Litigation Support

a) Document review legal support duties, including reading, redacting, and labeling,, receive assignments, turn in completed work, ask verifying questions, and receive critical feedback for rejected services/deliverables; keeping records of given assignments, time spent per assignment, and problems that may arise; operating basic office equipment (e.g., computer, photocopier, scanner, and computer programs such as LexisNexis, Laserfiche, Relativity, Adobe Pro, WordPerfect, and Microsoft Office); understanding legal privileges and the nine FOIA exemptions and applying FOIA redactions; understanding the PA and applying PA redactions;

understanding legal privileges and applying privilege redactions; identifying equities of other agencies; preparing written reports in accordance with established guidelines, using clear, concise language and ensuring that spelling, punctuation, and grammar are correct; and other related duties as assigned.

b) The contractors shall assist SOL in the document review, redaction, and labeling of general document review assignments. The contractors will receive all instructions and relevant documents from the SOL attorney. All contractors shall complete the assignments in accordance with specific SOL requirements. Pursuant to each assignment’s specific instructions, the contractors will use LexisNexis, Laserfiche, Relativity, Adobe Pro or possibly other automated tools used for legal reviews of documents to receive, review, identify, redact, and classify materials in the appropriate categories/sets outlined by the SOL attorney. For each assignment, the contractors shall save all completed work in accordance with instructions. The contractors shall identify possible deficiencies in the documents and the document review computer program (e.g., corrupt documents, blank documents, mislabeled documents, program errors, etc.), and communicate with the SOL attorney and appropriate personnel to identify and resolve any deficiencies.

c) The contractors shall provide feedback, monitor, assess, and act upon those aspects of contract performance requiring corrective action or otherwise need attention, as specified by the COR.

d) Specific Abilities:

Ability to effectively communicate both orally and in writing, to convey, obtain, and exchange information and documents with the SOL attorney and other appropriate personnel.

Ability to use basic office equipment.

Knowledge of or ability to quickly learn how to use LexisNexis, Laserfiche, Relativity, Adobe Pro, and similar automated tools for legal review of documents to redact information from documents and label documents.

Analytical ability, along with a knowledge of the methods used to gather, analyze, and evaluate information.

Knowledge of the nine FOIA exemptions, the PA exemptions and exceptions, Ability to review records, make determinations on the information in records protected by FOIA/PA exemptions, PA exceptions, and attorney-client privileges, electronically and manually redact information that should be withheld from

Litigation, Administrative, Facilities Operations, and Property Management Services 14 release, and annotate appropriate FOIA/PA exemptions, PA exceptions, and attorney-client privilege on records.

Knowledge of legal privileges.

• Administrative Support Services

a) The contractor’s duties include typing, filing, labeling, indexing, reproduction services, faxing, packaging for mail, and calendar management for organizational leadership;

researching and analysis of data, graphics, and publications; data input into spreadsheets and databases; initiating searches within program offices via email and tracking and monitoring the progress of those searches, receive assignments, turn in completed work, ask verifying questions, and receive critical feedback on rejected services/deliverables; keeping records of given assignments, time spent per assignment, and problems that may arise; operating basic office equipment (e.g., computer, photocopier, scanner, and computer programs such as LexisNexis, Laserfiche, Relativity, Adobe Pro, WordPress, Google Drive, and Microsoft Office suite to include Word, Excel, PowerPoint, and Access); composing non-technical correspondences in accordance with established SOL requirements, using clear, concise language and ensuring that spelling, punctuation, and grammar are correct;

and other related duties as assigned.

b) In order to be compliant with the DOI’s and SOL recordkeeping requirements, SOL needs assistance with archiving and organizing current and past employee and case records. The office has numerous boxes containing historical files awaiting review and disposition. The contractors shall assist SOL in reviewing, organizing, and disposing of historical and current employee and case records. Ensuring that all files are current and organized, shall help SOL reduce the search time when document requests are received, and provide more space for SOL attorneys to work and store needed files. The contractor shall have a working knowledge of priorities, commitments, policies, and program goals of the SOL, in order to perform non-routine assignments such as locating and summarizing information from files and documents, as required the Government. Additional administrative tasks may also be added.

c) The contractors shall provide feedback, monitor, assess, and act upon those aspects of contract performance requiring corrective action or otherwise need attention, as specified by the COR.

d) Specific Abilities

Ability to effectively communicate both orally and in writing to convey, obtain, and exchange information and documents with the SOL attorney and other appropriate personnel.

Ability to use basic office equipment including computer, photocopier, scanner, and computer programs such as LexisNexis, Laser fiche, Relativity, Adobe Pro, WordPress, Google Drive, and Microsoft Office suite including Word, Excel, PowerPoint, and Access.

Analytical ability, along with a knowledge of the methods used to gather, analyze, and evaluate information.

Knowledge of priorities, commitments, policies, and program goals of the SOL and staff, in order to perform non-routine assignments such as locating and summarizing information from files and documents, as required by the COR.

Knowledge of grammar, punctuation, and spelling, as well as organizational requirements on style and format.

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Knowledge of office filing systems and substantive programs of the office to direct inquiries.

e) Compliance with Case-Specific Court Requirements: The Contractor’s staff shall be able to communicate with employees and officials within the federal government and its agencies regarding the litigation. Many of the trust records that the subject to formulated tasks will involve litigation matters. The Contractor shall be able to provide personnel who will not be disqualified, based on this court order, from performing under this contract.

4.4 Deliverable(s):

In fulfillment of this effort, and unless otherwise agreed upon, the contractor shall provide the following deliverables to the COR in accordance with the following schedule. All days are calendar days, unless otherwise specified.

4.4.1 Monthly Status Report

The contractor shall document the efforts performed in the completion of each task in a detailed Monthly Status Report due on or before the 10th calendar day of each month.

Reporting requirements for the monthly status reports will be outlined at the initial kick-off meeting. The status report shall include, at a minimum:

a) Contractor Accomplishments:

The monthly status report shall summarize the work accomplished by support personnel in all positions for all tasks areas outlined in this SOW. Summaries shall include but not be limited to the following information:

• Number and type of actions completed (current month and cumulative).

• Name of contract employee who completed each action, job classification, and associated number of hours worked during the monthly performance period.

b) Performance Trend Information:

The monthly status report shall include the following metrics summarizing all contractor accomplishments that contribute to SOL’s organizational performance:

• Total completed actions across all task areas (current month and cumulative)

• Total error rate for completed actions across all task areas (current month and cumulative)