eDiscovery RFI Survey Questions.pdf

Request for Information (RFI) eDiscovery Software-as-a-Solution (SaaS) System

1. Name of Company/Organization

2. Point of Contact (POC) Name

3. POC Email Address

4. POC Phone Number (10 Digits, No Characters)

5. System for Award Management (SAM) Unique Entity Identifier (UEI)

Subtitle: The Unique Entity ID is a 12-character alphanumeric ID assigned to an entity by SAM.gov.

Branching if no UEI Provided:

a. Company/Organization Address

b. Company/Organization Website URL

c. Indicate the size classification of your Company/Organization.

d. Indicate the socio-economic status of your Company/Organization. Check all that apply.

� Small Business Concern

� SBA Certified 8(a) Program Participant

� SBA Certified Small Disadvantaged Business (SDB)

� Native American Owned Business

� Veteran-Owned Small Business (VSOB)

� Service-Disabled Veteran Owned Small Business (SDVOSB)

� Woman-Owned Small Business

� Other (Fill-In)

6. Does your firm have any active indefinity-delivery contracting vehicles (IDVs) the requirement could be solicited under? (Yes/No)

Subtitle: Examples: GSA Federal Supply Schedules (FSS), Government-Wide Agency Contracts (GWACs), USDA Department-Wide Vehicle (DWA)?

Branching if “Yes”

a. Contract Number and Expiration Date

b. If GSA, what would be the appropriate category/Multiple Award Schedule to solicit?

c. Based on the information provided, would your Company/Organization submit a proposal if this requirement was issued under your GSA Contract? (Yes/No)

7. If the answer to question 7 is yes, please provide the Contract Number and Expiration Date.

8. How much of the requirement (%) will your Company/Organization subcontract to other companies? (Two-Digit Number)

Branching if greater than zero.

a. If required, describe the teaming arrangements (subcontractors) required to carry out the contract support needs summary.

9. Does your company have experience working with USDA?

10. Do you have individuals available for work that have been cleared to work at USDA within the past [NUMBER] years?

11. Are you an approved reseller of eDiscovery SaaS solutions?

12. Does your company have the ability to provide a vendor-hosted cloud-based instance of an eDiscovery SaaS platform?

13. Can you identify and provide eDiscovery SaaS solutions that meet the requirements of the PWS?

14. Is the proposed solution FedRAMP Moderate?

15. Please identify the government cloud environment on which the solution is housed.

16. Does the solution have integrated generative AI tools to assist with document review?

a. If yes, please describe.

b. If yes, is there a pricing option that does not include integrated generative AI tools?

c. If yes, please respond to the questions below regarding your tool’s generative AI capabilities:

i. Is it lawful and respectful of our Nation's values?

ii. Is it purposeful and performance-driven?

iii. Is it accurate, reliable, and effective?

iv. Is it safe, secure, and resilient?

v. Is it understandable?

vi. Is it responsible and traceable?

vii. Is it regularly monitored?

viii. Is it transparent?

ix. Is it accountable?

17. Does the solution have integrated non-generative AI tools such as TAR to assist with document review? If yes, please describe.

18. Please describe how your eDiscovery SaaS solution handles all aspects of the EDRM model from litigation holds to production.

a. Please describe specifically the tool’s capabilities for litigation hold notice workflow automation.

19. Does your SaaS solution have the ability to integrate with other tools such as Microsoft 365, Microsoft Purview, and/or FEITH records management systems? If yes, please describe how and what the integration does in relation to the EDRM model of the litigation lifecycle.

20. Do you have the capability to support a migration from an on-premises Relativity Server instance to a cloud-based eDiscovery solution with ease and minimal disruption?

21. Is the solution compliant with all applicable 508 requirements enumerated in 29 U.S.C. § 794d, 36 C.F.R. §1194, FAR 39.2, and USDA Departmental Regulation 4030- 001, “Section 508”?

22. The above data storage is for a minimum of 50TBs. Please explain the ability to respond to an increase in storage requirements?

23. What pricing options or structures would you recommend based on the minimum data storage requirements?

ATO Service

24. Does your company offer an eDiscovery review platform in a cloud instance?

25. Does your company have experience in supporting obtainment of an ATO?

26. If yes, what agencies have you worked with on ATO obtainment?

27. If yes, how long did the ATO process take?

28. Does your company have experience assisting federal agencies with Privacy Impact Assessments?

SaaS Litigation Wrap-Around Support Services

29. Given the above information, how long would the transition and data migration take from the current vendor-hosted Relativity-service instance to the new, contracted instance?

30. Do you have the capability to provide managed services support for the SaaS solution?

31. Do you have the capability to provide the below?

a. Labor support for the execution of ESI preservation and collection in existing USDA systems (M365, Microsoft Purview, FEITH, etc.)

b. Document acquisition

c. Database creation, including document processing and database implementation

d. Database utilization

e. Electronic data acquisition and processing

f. Pre-trial and trial support, including courtroom presentation services

g. Resource planning, implementation and administration

h. Specialized professional services in support of litigation, investigations and case relation administration, including language translation, auditing and accounting services, statistical analysis and forensic litigation services

i. Contract and project management

32. Given the above required services, what labor and staffing resources do you recommend?

33. Please provide any additional feedback, recommendations, or guidance on the requirements or Draft PWS.

[There is no word count limit on this question].