Solicitation 15JA0521R00000075.pdf

15JA0521R00000075 Page 1 of 47

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24 & 30

1. REQUISITION NUMBER PAGE 1 OF

5. SOLICITATION NUMBER

15JA0521R00000075

2. CONTRACT NO. 3. AWARD/EFFECTIVE

DATE

4. ORDER NUMBER 6. SOLICITATION ISSUE

DATE

09/03/2021

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME b. TELEPHONE NUMBER (No collect calls) 8. OFFER DUE DATE / LOCAL

TIME

09/15/2021 12:00 ET

CODE 15JA05

Executive Office for United States Attorney 175 N Street NE 6th Floor Washington, DC 20530-0021

9. ISSUED BY UNRESTRICTED OR X SET ASIDE: % FOR

X SMALL BUSINESS

HUBZONE SMALL

BUSINESS

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

WOMEN-OWNED SMALL BUSINESS (WOSB)

ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

EDWOSB

8(A)

NAICS: 611430

SIZE STANDARD: na

10. THE ACQUISITION IS

SEE

SCHEDULE

11. DELIVERY FOR FOB DESTINATION

UNLESS BLOCK IS MARKED

NET 30

12. DISCOUNT TERMS

13a. THIS CONTRACT IS A

RATED ORDER UNDER DPAS

(15 CFR 700)

13b. RATING

RFQ IFB X RFP

14. METHOD OF SOLICITATION

CODE15. DELIVER TO

Executive Office for United States Attorney 175 N Street NE Washington, DC 20002

Sunil Ohri, sunil.ohri@usdoj.gov, 202-252-6238

CODE 15JA0516. ADMINISTERED BY

Executive Office for United States Attorney 175 N Street NE 6th Floor Washington, DC 20530-0021

FACILITY

CODE

CODE

TELEPHONE NO.

17a. CONTRACTOR/

OFFEROR

CODE18a. PAYMENT WILL BE MADE BY

USAEO.OCIOAcctPayable@usa.doj.gov

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN

OFFER SEE ADDENDUM

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK BELOW IS

CHECKED

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

SaaS Document Management Solution (DMS) training services

See Continuation Sheet(s) (Use Reverse and/or Attach Additional Sheets as Necessary)

25. ACCOUNTING AND APPROPRIATION DATA 26. TOTAL AWARD AMOUNT (For Govt. Use Only)

X 27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA ARE ARE NOT ATTACHED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA ARE ARE NOT ATTACHED

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN ____ COPIES TO

ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER ALL ITEMS SET FORTH

OR OTHERWISE IDENTIFIED ABOVE AND ON ANY ADDITIONAL SHEETS SUBJECT TO THE

TERMS AND CONDITIONS SPECIFIED.

29. AWARD OF CONTRACT: REF. _____________________________ OFFER

DATED _________________ . YOUR OFFER ON SOLICITATION (BLOCK 5)

INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH HEREIN,

IS ACCEPTED AS TO ITEMS:

30a. SIGNATURE OF OFFEROR/CONTRACTOR 31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

30b. NAME AND TITLE OF SIGNER (TYPE OR PRINT) 30c. DATE SIGNED 31b. NAME OF THE CONTRACTING OFFICER (TYPE OR PRINT)

Terri S Long-Miller

31c. DATE SIGNED

09/03/2021

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

X

15JA0521R00000075 Page 2 of 47

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED: _________________________________

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE 32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

PARTIAL FINAL

33. SHIP NUMBER 34. VOUCHER NUMBER 35. AMOUNT VERIFIED

CORRECT FOR

COMPLETE PARTIAL FINAL

36. PAYMENT 37. CHECK NUMBER

38. S/R ACCOUNT NUMBER 39. S/R VOUCHER NUMBER 40. PAID BY

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT 42a. RECEIVED BY (Print)

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42b. RECEIVED AT (Location)

42c. DATE REC'D (YY/MM/DD) 42d. TOTAL CONTAINERS

STANDARD FORM 1449 (REV. 2/2012) BACK

15JA0521R00000075 Page 3 of 47

Table of Contents

Section Description Page Number

1 Solicitation/Contract Form 2 Commodity or Services Schedule 3 Contract Clauses 4 Contract Provisions........................................................................................................................................;...43 5 List of Attachments

15JA0521R00000075 Page 4 of 47

Section 2 - Commodity or Services Schedule

SCHEDULE OF SUPPLIES/SERVICES

CONTINUATION SHEET

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0001 Power User (initial deployment) training services

PSC: U012

Line Period of Performance: 09/30/2021 - 09/29/2022

Base Period

0 HR $________ $_________________

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0002 Standard User (time of deployment) training services

PSC: U012

Line Period of Performance: 09/30/2021 - 09/29/2022

Base Period

0 HR $________ $_________________

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0003 Floor Support training services

PSC: U012

Line Period of Performance: 09/30/2021 - 09/29/2022

Base Period

0 HR $________ $_________________

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0004 Follow Up (post deployment) training services

PSC: U012

Line Period of Performance: 09/30/2021 - 09/29/2022

Base Period

0 HR $________ $_________________

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0005 Project Management services

PSC: U012

Line Period of Performance: 09/30/2021 - 09/29/2022

Base Period

0 HR $________ $_________________

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0006 Training materials

PSC: U012

Line Period of Performance: 09/30/2021 - 09/29/2022

Base Period

0 LT $________ $_________________

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0007 Travel costs-not to exceed (NTE)

PSC: U012

Line Period of Performance: 09/30/2021 - 09/29/2022

Base Period

1 LT $________ $_________________

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE

15JA0521R00000075 Page 5 of 47

AMOUNT

1001 Power User (initial deployment) training services

PSC: U012

Line Period of Performance: 09/30/2022 - 09/29/2023

Option Period 1

0 HR $________ $_________________

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

1002 Standard User (time of deployment) training services

PSC: U012

Line Period of Performance: 09/30/2022 - 09/29/2023

Option Period 1

0 HR $________ $_________________

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

1003 Floor Support training services

PSC: U012

Line Period of Performance: 09/30/2022 - 09/29/2023

Option Period 1

0 HR $________ $_________________

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

1004 Follow Up (post deployment) training services

PSC: U012

Line Period of Performance: 09/30/2022 - 09/29/2023

Option Period 1

0 HR $________ $_________________

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

1005 Project Management services

PSC: U012

Line Period of Performance: 09/30/2022 - 09/29/2023

Option Period 1

0 HR $________ $_________________

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

1006 Training materials

PSC: U012

Line Period of Performance: 09/30/2022 - 09/29/2023

Option Period 1

0 LT $________ $_________________

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

1007 Travel costs-not to exceed (NTE)

PSC: U012

Line Period of Performance: 09/30/2022 - 09/29/2023

Option Period 1

1 LT $________ $_________________

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

2001 Power User (initial deployment) training services

PSC: U012

Line Period of Performance: 09/30/2023 - 09/29/2024

0 HR $________ $_________________

15JA0521R00000075 Page 6 of 47

Option Period 2

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

2002 Standard User (time of deployment) training services

PSC: U012

Line Period of Performance: 09/30/2023 - 09/29/2024

Option Period 2

0 HR $________ $_________________

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

2003 Floor Support training services

PSC: U012

Line Period of Performance: 09/30/2023 - 09/29/2024

Option Period 2

0 HR $________ $_________________

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

2004 Follow Up (post deployment) training services

PSC: U012

Line Period of Performance: 09/30/2023 - 09/29/2024

Option Period 2

0 HR $________ $_________________

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

2005 Project Management services

PSC: U012

Line Period of Performance: 09/30/2023 - 09/29/2024

Option Period 2

0 HR $________ $_________________

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

2006 Travel costs-not to exceed (NTE)

PSC: U012

Line Period of Performance: 09/30/2023 - 09/29/2024

Option Period 2

1 LT $________ $_________________

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

2007 Training materials

PSC: U012

Line Period of Performance: 09/30/2023 - 09/29/2024

Option Period 2

0 LT $________ $_________________

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

3001 Training materials

PSC: U012

Line Period of Performance: 09/30/2024 - 09/29/2025

Option Period 3

0 LT $________ $_________________

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

3002 Travel costs-not to exceed (NTE)

PSC: U012

1 LT $________ $_________________

15JA0521R00000075 Page 7 of 47

Line Period of Performance: 09/30/2024 - 09/29/2025

Option Period 3

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

3003 Project Management services

PSC: U012

Line Period of Performance: 09/30/2024 - 09/29/2025

Option Period 3

0 HR $________ $_________________

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

3004 Follow Up (post deployment) training services

PSC: U012

Line Period of Performance: 09/30/2024 - 09/29/2025

Option Period 3

0 HR $________ $_________________

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

3005 Floor Support training services

PSC: U012

Line Period of Performance: 09/30/2004 - 09/29/2025

Option Period 3

0 HR $________ $_________________

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

3006 Standard User (time of deployment) training services

PSC: U012

Line Period of Performance: 09/30/2024 - 09/29/2025

Option Period 3

0 HR $________ $_________________

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

3007 Power User (initial deployment) training services

PSC: U012

Line Period of Performance: 09/30/2024 - 09/29/2025

Option Period 3

0 HR $________ $_________________

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

4001 Training materials

PSC: U012

Line Period of Performance: 09/30/2025 - 09/29/2026

Option Period 4

0 LT $________ $_________________

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

4002 Travel costs-not to exceed (NTE)

PSC: U012

Line Period of Performance: 09/30/2025 - 09/29/2026

Option Period 4

1 LT $________ $_________________

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

4003 Project Management services 0 HR $________ $_________________

15JA0521R00000075 Page 8 of 47

PSC: U012

Line Period of Performance: 09/30/2025 - 09/29/2026

Option Period 4

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

4004 Follow Up (post deployment) training services

PSC: U012

Line Period of Performance: 09/30/2025 - 09/29/2026

Option Period 4

0 HR $________ $_________________

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

4005 Floor Support training services

PSC: U012

Line Period of Performance: 09/30/2005 - 09/29/2026

Option Period 5

0 HR $________ $_________________

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

4006 Standard User (time of deployment) training services

PSC: U012

Line Period of Performance: 09/30/2025 - 09/29/2026

Option Period 4

0 HR $________ $_________________

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

4007 Power User (initial deployment) training services

PSC: U012

Line Period of Performance: 09/30/2025 - 09/29/2026

Option Period 4

0 HR $________ $_________________

15JA0521R00000075 Page 9 of 47

Section 3 - Contract Clauses

This Section Is Intentionally Left Blank

15JA0521R00000075 Page 10 of 47

Section 4 - List of Attachments

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Section 5 - Solicitation Provisions

15JA0521R00000075 Page 12 of 47 Section B Supplies or Services and Price/Cost

B.1 Introduction

The Executive Office for United States Attorneys (EOUSA) is issuing a competitive small business set-aside Request for Proposal (RFP) to solicit contractors for training services and materials to support a NetDocuments solution.

B.2 Agency Mission/Background

There are 94 United States Attorneys’ Offices (USAOs) districts that are comprised of approximately 250 staffed offices located throughout the United States, Puerto Rico, the Virgin Islands, Guam, and the Northern Mariana Islands. The Executive Office for United States Attorneys (EOUSA) provides administrative support for the USAOs. Such support includes legal education, administrative oversight, technical support, and the creation of uniform policies. EOUSA’s Office of the Chief Information Officer (OCIO) provides information technology (IT) systems, services, and support to USAOs.

Stakeholders within the USAO community have identified a need for a legally focused DMS. USAOs have cited a need for a DMS system that will enable USAOs to (among other things): (i) store common productivity files and emails in a centralized, case-centric paradigm; (ii) create, store, and track iterative versions of documents; and (iii) search for documents using both simple and more advanced text and metadata-based searching techniques.

The USAOs do not have an enterprise-wide document management system (DMS). The USAOs are piloting a DMS, NetDocuments, currently. At present, the vast majority of USAOs store the common productivity files (e.g., Microsoft Word, Microsoft Excel, Microsoft PowerPoint, and Adobe PDF) they create and modify in connection with their cases and certain case-related emails on Microsoft Windows-based shared drives. The pilot group is storing those same files in NetDocuments.

The USAOs are implementing NetDocuments. EOUSA and the USAOs have worked with a Document Management Consultant to select a legally focused DMS that meets USAOs’ requirements, design and develop an enterprise storage structure and associated templates and develop an integration between NetDocuments and the USAOs proprietary case management system, CaseView.

EOUSA and the USAOs require training services and materials to support their NetDocuments solution. EOUSA requires a knowledgeable, experienced, and skilled NetDocuments training provider to provide the training services and materials detailed in this

RFP.

Section C Description of Services/Statement of Work

The contractor shall meet the following EOUSA requirements:

-20+ years of software training/education experience;

-3+ years of expertise in in-person and/or virtual training of law firms and/or government agencies on NetDocuments software;

-Certified NetDocuments Sales & Services Partner;

-Staff that are certified NetDocuments software trainers;

-Experience with multi-site document management deployments and training at multiple geographic locations simultaneously;

-Staff and expertise in designing and creating instructional media and other promotional and instructional materials;

-Staff geographically dispersed around the United States to minimize travel requirements;

-A learning library that can be delivered in either SCORM or other video formats that are Section 508 compliant for on-demand educational instruction;

-Ability to create on-demand videos to deliver in either SCORM or other video formats that are Section 508 compliant;

-Staff who have a Tier 4 security clearance;

-Prior experience training with Federal Government agencies.

-USAO prefers contractor’s staff hold the following certifications: Certified Technical Trainer (CCT+), Modern Classroom Certified Trainer (MCCT), PROSCI Certified Change Management Practitioner, Kirkpatrick Certified Professional and Langevin Certified Training Developer.

The contractor shall provide the services below:

Multi-Location Simultaneous Training: Depending on timing and budgeting, USAO may require Contractor to train at two or more Districts simultaneously. Alternatively, USAO may require the contractor to perform two or more (parallel tracking) trainings in one or more Districts simultaneously. All the information below is on a per District basis. The contractor shall ensure sufficient resources for training at up to two to four Districts simultaneously.

Assumptions for Pricing Estimate General: For purposes of estimating resources and number of hours/days, Contractors should presume:

1) training classes of up to 20 people per class (regardless of whether training is remote or in-person); 2) that training will be provided to up to 450 users per month for 12 months; 3) the number of users includes both Power Users and Standard Users; 4) all Users, Power and Standard, will be required to attend all initial deployment training courses; 5) follow up training will need to be provided; and 6) unless specified differently below.

15JA0521R00000075 Page 13 of 47 Assumptions for Pricing Estimate Floor Support: In addition to providing training, Contractor shall use trainer personnel to provide assistance to USAO users as they apply the skills learned in training - “floor support”. Floor support for initial deployment will be provided for up to five (5) days on a rolling basis in relation to the completion of the initial deployment training days. Final determination of the number of Floor Support days and the level of Floor Support offered on each day, for each District, will be determined based upon EOUSA’s observations of, and feedback from, the Districts.

Floor support, commencing on the first day after initial training, will be for a rolling period of up to five (5) days after the last of the initial deployment training days. For example, if deployment training is provided on Monday to Friday, Floor Support will start on following the completion of the first session on Monday and may continue through the following Friday after initial deployment training is completed.

The number of trainers provided by Contractor for floor support shall be one trainer per approximately 45 USAO trainees, based on consultation between Contractor and EOUSA.

Charges for Remote Training: Charges (for Price Estimation) should be limited to actual hours taught for each class session with an additional allowance of up to 30 minutes per class session to be used for prep or clean-up functions. Remote training classes, for initial deployment training, will be up to 20 Users, Power or Standard, at a time.

C.1 Power User Initial Deployment Training

For each of the USAOs, EOUSA will identify a group of Power Users. Power Users will consist of Management Team members, Assistant United States Attorneys, USAO support staff, and USAO Information Technology (IT) staff. Power Users for each USAO will be given access to NetDocuments before the power user training to enable them to use the system in advance of deployment at their

USAO.

When the USAO community returns to an in-person work protocol, Contractor may be required to provide on-site, classroom style training to the Power Users at each of the USAOs, at a centralized location for multiple USAOs, to provide a blended approach of remote and on-site training, or purely remote training.

With respect to the requirement for Power User training, contractor shall assume:

Number of Power Users: Between 10 and 40 Power Users per District. The average will be approximately 15 to 20 per District. This number may vary based upon EOUSA’s discussion with each District regarding its needs.

Timing: On-Site Power User training will be scheduled about one (1) to two (2) months before NetDocuments is made available to all users in each USAO.

Remote Power User training will, typically, be scheduled about one (1) to two (2) months before all users in each USAO are trained on NetDocuments. NetDocuments will be made available to all Power Users in each USAO approximately two weeks prior to the Power User Training.

Training Length and Training Resources: On-site Power User training for USAOs will be conducted for five (5) or more consecutive business days (depending on the number of users to be trained in each District) and will require one (1) or more trainers with in-depth NetDocuments expertise. Days will consist of an 8-hour period including a non-billable hour for lunch occurring between the following start/end times: 8:30 AM – 4:30 PM; 9:00 AM – 5:00 PM; 9:30 AM – 5:30 PM; 10:00 AM – 6:00 PM local time. If multiple trainers work at the same training location on the same date, EOUSA shall have the right to stagger Trainer Day start and end times for each trainer (i.e., trainer 1 starts at 8:30 AM and ends at 4:30 PM local time, while trainer 2 starts at 9:30 AM and ends at 5:30 PM local time).

Training will require trainers with in-depth NetDocuments expertise.

Remote training will consist of two Contractor personnel per training session. Trainings will generally be scheduled between the hours of 9:00 AM – 8:00 PM EST. Training at other times will likely be required to accommodate USAO offices in Alaska, Hawaii, Guam/Northern Marianas.

Each Power User remote initial deployment training consists of multiple classes of up to 480 minutes total covering topics including basic skills, searching, security functions, document options, email integration, and customization. Up to twenty students will attend each class session. Multiple class sessions and/or class types may be required per day depending on the number of Power Users requiring training. It is expected that deployment training will take multiple days for each student to complete.

Training Curriculum: EOUSA and contractor will agree on the training curriculum for each USAO in advance of each Power User training. The training curriculum is expected to include numerous hands-on exercises to the extent practicable should remote training be utilized. Segments of the curriculum may involve training sessions for only a portion of the Power Users. For example, the curriculum may include some sessions to be taught to only USAO IT Staff. In addition, the curriculum is expected to be designed to allow Power Users time to work with NetDocuments to perform common tasks to help them identify areas that may require further training or clarification while the trainer is on-site. EOUSA expects that the curriculum will be modified and refined based on feedback from each Power User training.

15JA0521R00000075 Page 14 of 47 Training PCs – Configuration and Setup: EOUSA will supply all training PCs and provide all pre-training configuration and setup.

Remote training shall be provided by use of either a Virtual Training Classroom environment, provided by EOUSA, or via a screenshare instructional demonstration model with hands-on practice by students on their own computers, depending the method that is best suited for the Trainees as determined by EOUSA with input from Contractor.

C.2 Standard User Training at Time of Deployment

At the time NetDocuments is deployed to Standard Users at each of the USAOs, Contractor shall provide remote training or on-site, classroom-style training.

With respect to the requirement for remote or on-site training and floor support at the time of deployment, contractor shall assume:

On-Site Training at Time of Deployment – Resources: On-Site training will be for the number of days required to provide initial deployment training for each of the Standard users within a District. The specific numbers will be provided upon identification and determination of the next group of Districts.

Days will consist of an 8-hour period including a non-billable hour for lunch occurring between the following start/end times: 8:30 AM – 4:30 PM; 9:00 AM – 5:00 PM; 9:30 AM – 5:30 PM; 10:00 AM – 6:00 PM local time. If multiple trainers work at the same training location on the same date, EOUSA shall have the right to stagger Trainer Day start and end times for each trainer (i.e., trainer 1 starts at 8:30 AM and ends at 4:30 PM local time, while trainer 2 starts at 9:30 AM and ends at 5:30 PM local time).

Remote Training at Time of Deployment – Resources:

Contractor shall provide two Trainers per training session. If multiple training sessions are performed simultaneously, to one or more Districts, Contractor shall sufficiently staff each remote training session.

Timing: The exact dates and timing for training for each district has yet to be determined. Trainings will generally be scheduled between the hours of 9:00 AM – 8:00 PM EST. Training at other times will be required to accommodate USAO offices in Alaska, Hawaii, Guam/Northern Marianas. NetDocuments will be made available to all Standard Users in each USAO approximately two weeks prior to the Standard User Deployment Training.

Training Resources: Training will require trainers with in-depth NetDocuments expertise.

Each Standard user remote initial deployment training consists of multiple classes of up to 480 minutes total covering topics including basic skills, searching, security functions, document options, email integration, and customization. Up to twenty students will attend each class session. Multiple class sessions and/or class types may be required per day depending on the number of Standard Users requiring training. It is expected that deployment training will take multiple days for each student to complete.

Training Curriculums: EOUSA and contractor will agree on the training curriculums for each USAO in advance of deployment to each USAO. Training is expected to include multiple hands-on exercises to the extent practicable should remote training be utilized. This training will be designed to educate USAO users regarding how to use the DMS and provide them the skills required to start using the DMS. EOUSA expects that the curriculum will be modified and refined based on feedback from training at each USAO.

Training PCs – Configuration and Setup: EOUSA will supply all training PCs and provide all pre-training configuration and setup.

Remote training shall be provided by use of either a Virtual Training Classroom environment, provided by EOUSA, or via a screenshare instructional demonstration model with hands-on practice by students on their own computers, depending the method that is best suited for the Trainees as determined by EOUSA with input from Contractor.

Contractor shall provide detailed information, in the Technical proposal portion of its submission, regarding any virtual training platforms it can offer and if there are any additional charges therefor.

C.3 Floor Support

Floor support will be provided for both Power User Training and Standard User Training at the time of Deployment. Floor support will be provided remotely, or in person, prior to the commencement of deployment training in a district by EOUSA with input from the Contractor.

Power User Floor Support Floor support to the Power User group will be provided for a number of days, typically five (5) days, on a rolling basis in relation to the days of training, as mutually agreed upon by EOUSA and Contractor. The number of days of floor support shall not exceed five (5) following the final deployment training class session, except to accommodate Power User training that spans more than one day, but the final determination of the number of days may be shorter, based upon observation of, and feedback from, prior Districts.

Floor Support days will consist of an 8-hour period including a non-billable hour for lunch occurring between the following start/end

15JA0521R00000075 Page 15 of 47 times: 8:30 AM – 4:30 PM; 9:00 AM – 5:00 PM; 9:30 AM – 5:30 PM; 10:00 AM – 6:00 PM local time. If multiple floor support personnel work with the same training location on the same date, EOUSA shall have the right to stagger Trainer Day start and end times for each trainer (i.e., trainer 1 starts at 8:30 AM and ends at 4:30 PM local time, while trainer 2 starts at 9:30 AM and ends at 5:30 PM local time).

Standard User Floor Support for Deployment Training Floor support for Standard Users, commencing on the first day after training, will be for a rolling period of up to five (5) days after the last of the initial deployment training days. For example, if training is provided on Monday to Friday, Floor Support will start on Tuesday and will continue through the Friday after training is completed.

Floor Support days will consist of an 8-hour period including a non-billable hour for lunch occurring between the following start/end times: 8:30 AM – 4:30 PM; 9:00 AM – 5:00 PM; 9:30 AM – 5:30 PM; 10:00 AM – 6:00 PM local time. If multiple floor support personnel work with the same training location on the same date, EOUSA shall have the right to stagger Trainer Day start and end times for each trainer (i.e., trainer 1 starts at 8:30 AM and ends at 4:30 PM local time, while trainer 2 starts at 9:30 AM and ends at 5:30 PM local time).

C.4 Post-Deployment Follow-Up Training

Contractor shall also provide to each USAO follow-up remote training or on-site, classroom-style training. This training will be designed to: (i) address any remedial training issues following deployment; and (ii) cover additional, advanced topics required following deployment – including such topics as Synching, ndThread, or other new skills or changes in the system.

Contractor shall provide post-deployment remote training or on-site, classroom style training to the users at each of the USAOs.

With respect to the requirement for remote or on-site post-deployment follow-up training, contractor shall assume:

Timing: Training will be scheduled, typically, in the days and weeks immediately following initial deployment training to the Users.

Training Length and Training Resources: Post-deployment, Follow Up on-site training may require a number of trainer days using the presumptions provided at the beginning of this Description of Services section for additional classes. Days will consist of an 8 hour period including a non-billable hour for lunch occurring between the following start/end times: 8:30 AM – 4:30 PM; 9:00 AM – 5:00 PM; 9:30 AM – 5:30 PM; 10:00 AM – 6:00 PM local time. If multiple trainers work at the same training location on the same date, EOUSA shall have the right to stagger Trainer Day start and end times for each trainer (i.e., trainer 1 starts at 8:30 AM and ends at 4:30 PM local time, while trainer 2 starts at 9:30 AM and ends at 5:30 PM local time). Training will require trainers with in-depth NetDocuments expertise.

Post-deployment Remote Follow Up training will consist of training classes of up to 60 minutes each. Each remote training session will be for, approximately, up to 20 Trainees during each session. Contractor shall provide two Trainers per training session. If multiple training sessions are performed simultaneously, to one or more Districts, Contractor shall sufficiently staff each remote training session.

Trainings will generally be scheduled between the hours of 9:00 AM – 8:00 PM EST. Training at other times will be required to accommodate USAO offices in Alaska, Hawaii, Guam/Northern Marianas.

Training Curriculum: EOUSA and contractor will agree on the training curriculum for each USAO in advance of each post-deployment, follow-up training. The training curriculum is expected to include several hands-on exercises to the extent practicable should remote training be utilized. EOUSA expects that the curriculum will be modified and refined based on feedback from each post-deployment training.

Training PCs – Configuration and Setup: EOUSA will supply all training PCs and provide all pre-training configuration and setup.

Remote training shall be provided by use of either a Virtual Training Classroom environment, provided by EOUSA, or via a screenshare instructional demonstration model depending the method that is best suited for the Trainees as determined, with input from Contractor, by EOUSA.

Contractor shall provide detailed information, in the Technical proposal portion of its submission, regarding any virtual training platforms it can offer and if there are any additional charges therefor.

C.5 Ongoing Virtual Training Post-Deployment to Enterprise

Following full deployment of NetDocuments at Districts, USAO users will require ongoing instructor-led, virtual training. This training will be designed to address new users hired after the training in their district has been completed or training of users who missed the initial deployment training in their districts.

Contractor shall provide post-deployment, instructor-led virtual training for users of the USAOs.

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With respect to the requirement for post-deployment, instructor-led virtual training, contractor shall assume:

Timing: Virtual training will commence starting on or around October 2021. Contractor shall be prepared to provide, should users register for the classes, up to two (2) full series of the multiple initial deployment training classes totaling up to 480 minutes of instructional time. EOUSA will provide notice prior to the training of sufficiency of registrations to require performance of the classes.

Training Length and Training Resources: Virtual training sessions covering the initial deployment training material will be scheduled for up to 120 minutes each. Trainings will generally be scheduled between the hours of 9:00 AM – 8:00 PM EST. Training at other times will likely be required to accommodate USAO offices in Alaska, Hawaii, Guam/Northern Marianas. Each virtual training session will require a single instructor with in-depth NetDocuments expertise.

Training Curriculum: EOUSA and contractor will agree on the training curriculum for each USAO in advance of each post-deployment, follow-up training. The training curriculum is expected to include several hands-on exercises to the extent practicable should remote training be utilized. EOUSA expects that the curriculum will be modified and refined based on feedback from each post-deployment training.

Training Delivery: Trainings will be delivered using EOUSA’s deployment of Cisco WebEx, EOUSA’s Virtual Classroom environment, and/or Contractor provided, if available, Virtual Classroom offering. Contractor shall provide detailed information, in the Technical proposal portion of its submission, regarding any virtual training platforms it can offer and if there are any additional charges therefor.

C.6 Project Management

Contractor shall provide sufficient project management to ensure that contractor is able to efficiently and effectively complete the elements of the SOW.

Contractor shall designate a Project Manager responsible for project management activities. The Project Manager role is that of a senior manager responsible for all activities directly related to NetDocuments Training Services. The Project Manager is ultimately responsible for coordinating the efforts of all contractor personnel, including trainers. The Project Manager shall act as the central point of contact with the Government (EOUSA) and shall have the full authority to act for the contractor in the performance of services hereunder. The Project Manager works independently on all phases of performance, including planning, coordinating, scheduling, and conducting of NetDocuments user training, preparation of documentation, and all phases of deployment to all users in the USAOs. The Project Manager is responsible for the coordination of all resources and has direct accountability for the technical accuracy, timeliness, and quality of all deliverables.

The Project Manager shall, at a minimum, develop an agenda for weekly status meetings with EOUSA, attend weekly status meetings with EOUSA, develop and provide written weekly project status reports for EOUSA, schedule trainers for training dates, address any issues with trainers’ schedules, track and annotate any technical issues with the use of NetDocuments in the USAOs reported by trainers, prioritize training issues in the USAOs suitable for post-deployment training and on-site follow up training, track training suitable for post-deployment virtual training, track on a weekly basis: scheduling, priorities, funding, performance, system defect issues, and the like.

In addition, there shall be monthly in-process reviews (IPRs) presented to EOUSA to assess planned versus actual progress to the USAOs of: pre-deployment activities, deployment, post-deployment on-site follow up training, and post-deployment virtual training. The monthly report shall include at a minimum, accomplishments during the monthly training period, risk factors identified during the course of the monthly training period, identifiable concerns for discussion of larger issues, and written reports on metrics regarding use of NetDocuments by the USAOs (usage information to be supplied by EOUSA). It is also anticipated that there will be occasional virtual subject-specific meetings requested by EOUSA. Brief written minutes for each of these meetings shall be required; the minutes should be produced within two business days of the meeting, state all agreements reached, list all pending action items, and attach all relevant handouts used at the meeting. Minutes shall be distributed to all meeting attendees.

C.7 Training Materials

With respect to the requirement for training materials and videos, contractor shall assume that the USAOs will require, at least: training guides/outline (up to 5), quick reference cards/guides (up to 10), Best Practice guides (up to 10), “how to” videos for commonly performed tasks (using USAOs deployment/implementation of NetDocuments) (up to 20 each of which will be 3 minutes or less each), and interactive eLearning materials (up to 20 which will be 5 minutes or less each). The videos and interactive eLearning sessions shall be provided in both SCORM compliant format and standard video file formats such as WMV, MP4, or MOV as mutually agreed upon by EOUSA and Contractor. All such videos and eLearning materials must be Section 508 Compliant with Closed Captioning.

Contractor shall describe, in detail, its ability to create, and support, the various materials for Virtual Training Post-Deployment to Enterprise, in particular the interactive eLearning materials.

Contractor shall assume that training materials will be in English (no translation into languages other than English will be required).

15JA0521R00000075 Page 17 of 47 Section D Packaging and Marking

All information and submittals, including receipts, forms, reports, and other materials provided to the CO or the COR shall be clearly marked with the contract number as follows:

CONTRACT NUMBER: 15JA0521C000000xx

Section E Inspection and Acceptance

Final inspection and acceptance of work performed, reports, and other deliverables will be performed by the COR.

Section F Deliveries or Performance F.1 Type of Contract:

Labor Hour with Fixed Price hourly rates

F.2 Period of Performance:

The period of performance will be a base year and 4 one-year options. The total project period is anticipated to be a maximum of 60 months if the option years are exercised.

Base Year: September 30, 2021 through September 29, 2022 Option Year 1: September 30, 2022 through September 29, 2023 Option Year 2: September 30, 2023 through September 29, 2024 Option Year 3: September 30, 2024 through September 29, 2025 Option Year 4: September 30, 2025 through September 29, 2026

Exercising Options

The EOUSA reserves the sole right to exercise option(s). Option periods are contingent upon: 1) continued requirement of services; 2) successful performance by Contractor; and 3) availability of appropriated funds by the Congress.

F.3 Place of Performance

Contractor shall provide onsite trainings at the locations detailed in the table below. Remote training shall be provided from a location where the Trainers and Floor Support personnel have access to a stable broadband connection to the internet.

Training Type Locations Initial Deployment Training Part 1 TBD Initial Deployment Training Part 2 TBD Initial Deployment Training Part 3 TBD Initial Deployment Training Part 4 TBD Additional Post-Deployment Trainings TBD

F.4 Travel

All travel must be conducted pursuant to Federal Travel Regulations (FTR). In calculating estimated travel costs, Contractor shall use the federal per diem costs for hotels and daily meals and incidentals.

Section G Contract Administration Data

G.1 Justice Acquisition Regulation (JAR) 2852.201-70 Contracting Officer's Representative (COR) – (EOUSA modified, March 2014)

Sunil Ohri, sunil.ohri@usdoj.gov, 202-252-6238, is hereby designated to act as Contracting Officer's Representative (COR) under this contract.

(a) The COR is responsible, as applicable, for: receiving all deliverables, inspecting and accepting the supplies or services provided hereunder in accordance with the terms and conditions of this contract; providing direction to the contractor which clarifies the contract effort, fills in details or otherwise serves to accomplish the contractual Scope of Work; evaluating performance; and mailto:sunil.ohri@usdoj.gov

15JA0521R00000075 Page 18 of 47 certifying all invoices/vouchers for acceptance of the supplies or services furnished for payment.

(b) The COR does not have the authority to alter the contractor's obligations under the contract, and/or modify any of the expressed terms, conditions, specifications, or cost of the agreement. If as a result of technical discussions, it is desirable to alter/change contractual obligations or the Scope of Work, the Contracting Officer shall issue such changes.

G.2 Contracting Officer (CO)

The Contracting Officer for this contract is:

Terri Long-Miller Executive Office for US Attorneys Acquisitions Staff 175 N Street NE, 6th floor Washington, DC 20002

Written communication shall make reference to the contract number and shall be emailed to terri.long-miller@usdoj.gov or mailed to the above address. Any action taken by the Contractor outside the terms and conditions of this order shall be deemed to have been for the Contractor’s convenience and therefore shall not obligate the Government to pay the Contractor for those efforts.

G.3 Invoice Requirements

All invoices shall be submitted to via email to: USAEO.OCIOAcctPayable@usdoj.gov.

Prompt Payment Act B In accordance with the Federal Prompt Payment Act, the U.S. Attorney’s Office is authorized 30 days from the date on which a complete, correct invoice is received to make payment.

Invoices shall be submitted with the following information:

Tax Identification Number Name and address of the contractor;

Invoice date and number;

Contract number: 15JA0521C000000xx Description, price, and quantity of services/supplies actually rendered/delivered;

Delivery date/Period of Performance covered by the invoice;

Payment terms;

Name and address of the contractor’s official to whom payment is to be sent. The “Remit To” address must correspond to the remittance address in this delivery order;

Name, title, phone number, and mailing address of contact person to be notified in the event of a defective invoice;

Invoices that are not properly submitted, or that contain incorrect data, will be returned for revision.

G.4 Section 508

All electronic and information technology (EIT) procured through this performance work statement must meet the applicable accessibility standards at 36 CFR 1194, unless an agency exception to this requirement exists. 36 CFR 1194 implements Section 508 of the Rehabilitation Act of 1973, as amended in 1998, and is viewable at: http://www.access-board.gov/508.htm.

Section H Special Contract Requirements

EOUSA AI-10-1B Security of Department Information and Systems (April 2015)

Security of Department Information and Systems (April 2015)

I. Applicability to Contractors and Subcontractors

This clause applies to all contractors and subcontractors, including cloud service providers (“CSPs”), and personnel of contractors, subcontractors, and CSPs (hereinafter collectively, “Contractor”) that may access, collect, store, process, maintain, use, share, retrieve, disseminate, transmit, or dispose of DOJ Information. It establishes and implements specific DOJ requirements applicable to this Contract. The requirements established herein are in addition to those required by the Federal Acquisition Regulation (“FAR”), including FAR 11.002(g) and 52.239-1, the Privacy Act of 1974, and any other applicable laws, mandates, Procurement Guidance Documents, and Executive Orders pertaining to the development and operation of Information Systems and the protection of Government Information. This clause does not alter or diminish any existing rights, obligation or liability under any other civil and/or criminal law, rule, regulation or mandate.

http://www.access-board.gov/508.htm

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II. General Definitions

The following general definitions apply to this clause. Specific definitions also apply as set forth in other paragraphs.

A. Information means any communication or representation of knowledge such as facts, data, or opinions, in any form or medium, including textual, numerical, graphic, cartographic, narrative, or audiovisual. Information includes information in an electronic format that allows it be stored, retrieved or transmitted, also referred to as “data,” and “personally identifiable information” (“PII”), regardless of form.

B. Personally Identifiable Information (or PII) means any information about an individual maintained by an agency, including, but not limited to, information related to education, financial transactions, medical history, and criminal or employment history and information, which can be used to distinguish or trace an individual's identity, such as his or her name, social security number, date and place of birth, mother's maiden name, biometric records, etc., including any other personal information which is linked or linkable to an individual.

C. DOJ Information means any Information that is owned, produced, controlled, protected by, or otherwise within the custody or responsibility of the DOJ, including, without limitation, Information related to DOJ programs or personnel. It includes, without limitation, Information (1) provided by or generated for the DOJ, (2) managed or acquired by Contractor for the DOJ in connection with the performance of the contract, and/or (3) acquired in order to perform the contract.

D. Information System means any resources, or set of resources organized for accessing, collecting, storing, processing, maintaining, using, sharing, retrieving, disseminating, transmitting, or disposing of (hereinafter collectively, “processing, storing, or transmitting”) Information.

E. Covered Information System means any information system used for, involved with, or allowing, the processing, storing, or transmitting of DOJ Information.

III. Confidentiality and Non-disclosure of DOJ Information

A. Preliminary and final deliverables and all associated working papers and material generated by Contractor containing DOJ Information are the property of the U.S. Government and must be submitted to the Contracting Officer (“CO”) or the CO’s Representative (“COR”) at the conclusion of the contract. The U.S. Government has unlimited data rights to all such deliverables and associated working papers and materials in accordance with FAR 52.227-14.

B. All documents produced in the performance of this contract containing DOJ Information are the property of the U.S.

Government and Contractor shall neither reproduce nor release to any third-party at any time, including during or at expiration or termination of the contract without the prior written permission of the CO.

C. Any DOJ information made available to Contractor under this contract shall be used only for the purpose of performance of this contract and shall not be divulged or made known in any manner to any persons except as may be necessary in the performance of this contract. In performance of this contract, Contractor assumes responsibility for the protection of the confidentiality of any and all DOJ Information processed, stored, or transmitted by the Contractor. When requested by the CO (typically no more than annually), Contractor shall provide a report to the CO identifying, to the best of Contractor’s knowledge and belief, the type, amount, and level of sensitivity of the DOJ Information processed, stored, or transmitted under the Contract, including an estimate of the number of individuals for whom PII has been processed, stored or transmitted under the Contract and whether such information includes social security numbers (in whole or in part).

IV. Compliance with Information Technology Security Policies, Procedures and Requirements

A. For all Covered Information Systems, Contractor shall comply with all security requirements, including but not limited to the regulations and guidance found in the Federal Information Security Management Act of 2014 (“FISMA”), Privacy Act of 1974, E-Government Act of 2002, National Institute of Standards and Technology (“NIST”) Special Publications (“SP”), including NIST SP 800-37, 800-53, and 800-60 Volumes I and II, Federal Information Processing Standards (“FIPS”) Publications 140-2, 199, and 200, OMB Memoranda, Federal Risk and Authorization Management Program (“FedRAMP”), DOJ IT Security Standards, including DOJ Order 2640.2, as amended. These requirements include but are not limited to:

1. Limiting access to DOJ Information and Covered Information Systems to authorized users and to transactions and functions that authorized users are permitted to exercise;

2. Providing security awareness training including, but not limited to, recognizing and reporting potential indicators of insider threats to users and managers of DOJ Information and Covered Information Systems;

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3. Creating, protecting, and retaining Covered Information System audit records, reports, and supporting documentation to enable reviewing, monitoring, analysis, investigation, reconstruction, and reporting of unlawful, unauthorized, or inappropriate activity related to…