RFI_CLE Web-Based training_Open Market.pdf

Request for Information (RFI)

SAM.GOV – open market Project: SaaS for Continuing Legal Education

Small Business Administration Office of General Counsel

The Small Business Administration (SBA) has a requirement for the following project. If you are interested, please submit your detailed capabilities in WRITING to demonstrate same or similar experience. This is not a request for quote. No proposal package or solicitation is available with this announcement. Response to this announcement is strictly voluntary; no reimbursement will be made for any costs associated with providing information in response to this RFI or any follow-up information requests. If you choose to submit a response, clearly identify the project “SaaS for Continuing Legal Education” and identify your socioeconomic status 8(a), HUBZone, Service Disabled Veteran, WOSB, EDWOSB, and Small).

Your email capability information MUST be 3 pages or less and be SPECIFIC to the scope provided.

The Government anticipates conducting a competitive acquisition for this requirement. The amount of interest or lack thereof will determine the possibility of a competitive set-aside or full and open competition (the size of a small business firm includes all parents, subsidiaries, affiliates, etc.—see 13 CFR 121.108.) Misrepresentation of size status can result in penalties.

All firms must be registered and certified in www.SAM.gov.

Send your response via email to Sarah Clemmens at sarah.clemmens@sba.gov no later than 11:00 am Eastern Time on Tuesday, August 13, 2024.

Analysis of the quality of responses to this Request for Information will be considered in the market research being conducted, and in the making of any small business set-aside determination for this requirement.

Small Business Administration, Office of General Counsel Software as a Service (SaaS) for Continuing Legal Education NAICS Code: 611430; Professional and Management Development Training Size Standard: $15M PSC code: U010; Education/Training – Certifications/Accreditations for Educational Institutions

Small business size standards matched to industry NAICS codes are published by the Small Business Administration and are available at http://www.sba.gov/content/table-small-business-size-standards.

Estimated Period of Performance: September 2024 – September 2025 (12 months)

Project Description The Small Business Administration’s Office of General Counsel (OGC) provides comprehensive legal services to the Administrator and all Agency offices. These services include advising, analyzing statutes and regulations, and drafting legislative and regulatory materials. OGC represents the Agency in judicial and administrative proceedings, legal negotiations, and consultations with government and non-governmental entities.

This acquisition seeks to secure a subscription to a Software-as-a-Service (SaaS) solution that offers unlimited access for 90 users to a secure pre-approved Mandatory Continuing Legal Education (MCLE) resources and professional development programs, effectively supporting the ongoing training requirements and needs of Small Business Administration (SBA), Office of General Counsel (OGC).

Firms interested in the project must possess the capability to provide the below scope. Provide a response speaking to the specialized capability to execute this SaaS, delineated in additional detail in Attachment 1 – Statement of Work.

SCOPE

The contractor will provide unlimited access for 90 users to comprehensive CLE resources designed to support the professional development and ongoing education of attorneys, paralegals and other members of OGC’s team. The platform will facilitate access to a wide array of legal courses, resources, and tools that are essential for meeting MCLE requirements. The platform should include the following:

Unlimited Access to state specific pre-approved CLE Programs

Unlimited access to CLE courses that have been pre-approved by applicable state authorities covering diverse legal topics and practice areas including Federal court litigation, Federal Government procurement law, Federal labor law, Federal regulatory practices, finance law, bankruptcy law, and ethics. In particular, SBA seeks courses related to the following:

i. Federal Court Litigation – taking depositions, written discovery, trial practice, evolving regulations of Supreme Court decisions and strategies for applying civil procedures and evidence rules.

ii. Federal Government Procurement Law - small business procurement issues, regulatory and statutory updates related to small business Government contracting, and courses relevant to a bid protest practice.

iii. Federal Labor Law – employment, EEOC, and workers compensation.

iv. Federal Regulatory, Finance & Bankruptcy Law – administrative law, regulatory, rulemaking, enforcement and compliance, mergers and acquisitions, transactional, private equity, financing provisions, commercial loan agreements, corporate & securities, accounting of business secured transactions and UCC filings and bankruptcy proceedings.

v. Ethics – subsets in professionalism, mental health, substance abuse, cyber security, privacy act, diversity, inclusion, and elimination of bias.

vi. Offeror must have courses in each of the listed areas and the courses must be pre-approved by numerous state bar associations for Continuing Legal Education (CLE) credit.

Nation-wide coverage – SBA has attorneys who are admitted to practice in all states and territories, and the service must provide sufficient pre-approved CLE courses for all lawyers within SBA to satisfy the CLE requirements wherever they are admitted to practice law.

Offeror must provide access to pre-approved CLE courses that satisfy jurisdiction requirements for live courses, ethics courses, and any other CLE requirements in any U.S. jurisdiction.

Regular updates and additions to the course library to reflect the latest legal developments and trends.

Access to information from local, state, and national bar associations integrated into the platform.

Expert-Led Instruction

Courses and seminars conducted by leading legal experts and practitioners.

Access to high-quality instructional materials, case studies, and real-world examples.

Interactive and Engaging Learning Experience

Access to interactive webinars, live sessions, and on-demand content.

Opportunities for participation in Q&A sessions, discussion forums, downloadable content, and peer networking.

User-Friendly Platform

Intuitive, easy-to-navigate platform accessible from various devices (desktop, tablet, and mobile).

Technical support and customer service available to assist with any platform-related issues.

Certificates of Completion

Functionality for users to download and print certificates of completion for courses taken, ensuring they can easily document and report their continuing education activities.

Tracking, Assessment, and Reporting

Comprehensive tools for generating detailed reports on platform usage, user engagement, and completion rates.

Administrative User Capabilities

Tools for creating and modifying user profiles, resetting passwords, and controlling access permissions.

Ability to assign courses and monitor individual user programs.