Instructions.docx

Instructions

1. Please include a coversheet that addresses:

a. Organization’s name

b. Vendor’s Address, Phone Number, Email, and Point of Contact Information

c. Vendor’s SAM UEI Number

d. Include your business size classification (e.g. large business, small business, 8(a), HUBZone, Service-Disabled Veteran-Owned Small Business, Woman-Owned Small Business, Veteran-Owned Small Business)

2. In the past five (5) years, does your firm have relevant experience as a prime contractor in (yes or no):

a. Providing domain expertise in the complexities of Federal Case and Legal Matter Management and maintaining a Federal Case and Legal Matter Management system

b. Establishing, maintaining, implementing changes, and supporting customized Case Management solutions for US Government agencies using Microsoft Dynamics consistent with the technology stack and processes described in Appendix A? Specifically including experience with Microsoft (MS) Dynamics 365 for Customer Service, MS Power Platform (including Power Pages), MS O365, and MS Azure.

c. Supporting, maintaining and implementing changes to a document management solution based on Share Point and supporting Tungsten (Kofax Total Agility) for document ingestion and OCR? Preferably specific experience with Microsoft Azure Government Cloud and consistent with the technology stack and processes described in Appendix A?

d. Supporting, maintaining and implementing changes to a customer-facing portal (using MS Power Apps Portals) for large governmental organizations?

3. For the areas in which you indicated experience above, please provide:

a. A corporate capability statement discussing why your company/team is well qualified to support the RMEW requirement to include topics such as, but not limited to, domain expertise in both IT and Case/Legal Matter management, organizational structure, management philosophy, team management, corporate certifications, and tools (e.g. systems, facilities, training plans, etc.). This should include verifiable evidence that this experience was acting as prime across the technical and subject matter domains referenced in Appendix A and include expertise with Agile SCRUM.

b. Please include at most three relevant projects performed, acting as a prime contractor, for large award IDIQs, contracts for task areas, and work found in the Appendix A, and/or similar in scope and complexity to RMEW. Relevant project/contracts are defined as prime contracts, task orders, or delivery orders where services or deliverables were performed or still being performed anytime within five years of issuance of this RFI. For each identified contract, provide the following (this information may be provided in table format):

i. Project Title

ii. Federal Government Agency Name

iii. Federal Government POC and Email

iv. Contract/Order Number

v. Contract Name

vi. Contract Type

vii. Period of Performance

viii. Performance based (“Yes or “No”)

ix. Is there a CPARS available (“Yes or “No”)

x. Total Contract ValueTotal obligation amount to date

xi. Status on contract (prime or subcontractor). Please indicate whether you (i.e. the vendor responding to the RFI) were prime or subcontractor on this effort, and clearly distinguish the roles and responsibilities for the experience and capabilities listed in the Brief Description of Services Provided between the prime and subcontractor(s). How much of the total contract value from was your company’s portion vs your partner(s)? Identify the percentage of work performed that is like the scope of RMEW LLM work.

xii. Brief Description of Services Provided:

1. Describe your experience and major accomplishments in providing domain expertise relating to complexities of Federal Case and Legal Matter Management and maintaining Federal Case and Legal matter Management systems to include technology and business processes listed in Appendix A (and referenced in 2a-1d above) and specifically (and simultaneously) supporting, maintaining and implementing changes to a Federal:

a. Customized Case and Legal Matter Management solution using Microsoft Dynamics

b. Document Management system using Share Point and Kofax Total Agility

c. Customer-facing Filing Portal using Microsoft Power Apps Portals)

d. Set of integrations with Federal financial systems, GSA LogIn.Gov, and other agency solutions.

xiii. Describe your experience managing systems operations, including ticket response and resolution, stabilizing case and legal matter management applications, and driving down service tickets in a three-tier support environment?

xiv. Describe experience with continuous product improvement (CPI) as described in Attachment 1 in an Agile Scrum environment? This includes regular system updates/releases, enhancements, fixes, patching and modifications of the system over time using Agile Sprints.