SOO USTP Professionla Support Services_SSN.pdf

Statement of Objectives (SOO) for Professional Support Services for USTP

I. Purpose / Background:

Congress established the United States Trustee Program (USTP) in 1978 as a pilot effort in 18 federal judicial districts. In 1986, Congress made the USTP permanent.

The Program now covers all federal judicial districts except those in Alabama and North Carolina, where bankruptcy court officials called Bankruptcy Administrators perform a similar function. The USTP has standing to participate in every individual and business bankruptcy case in the 88 federal judicial districts under its jurisdiction, and on average it participates in more than 1 million active cases annually. This represents about half of all active cases annually in the federal judicial system.

The USTP consists of 21 regions with 89 field offices nationwide and an Executive Office in Washington, D.C. The USTP’s expansive field structure enables it to participate in about 250 bankruptcy courts, detect and address multijurisdictional violations through coordinated enforcement efforts, and ensure meaningful access to the bankruptcy system by both debtors and creditors.

As part of the oversight function of Chapter 11 cases, the USTP is authorized by law to assess fees on Chapter 11 debtors. The amount of fees is calculated on a quarterly basis and debtors are mailed an account statement at the start of the first month of a quarter. For those accounts having a balance due at the beginning of each of the second and/or third months of a quarter, a delinquency statement is also mailed to the debtor. For those debtors who fail to pay the full amount due after their bankruptcy case closes, a collection letter may be generated and mailed to those debtors as well.

II. Scope or Mission:

Contractor support is needed to assist in the printing and mailing of these statements and collection letters (defined above). The contractor must have the ability to pre-print and manage the inventory of specially designed statements and letters. The printing /mailing contractor also pre-prints and manages the inventory of an information brochure that is included in selected statements, as well as the mailing and return envelopes. Additionally, it is common for the USTP to request the contractor to print one-time informational letters and insert these into every debtor’s statement package. The contractor will receive an encrypted file containing data records to be printed on pre-printed "statement" stock once per month. Each file will contain between 1 and up to 15,000 or more accounts to be processed.

In order to manage and coordinate USTP’s programs, the Department of Justice (DOJ), Executive Office for United States Trustees (EOUST) Program has a need to acquire Professional Services Support in support of the business needs of the following functions within the Office of Administration (OA): Budget (Budget Formulation, and/or Budget Execution), Security (Personnel, and/or Physical), Facility, Finance, Record Management, and Administration.

The Contractor shall provide all services necessary to support the USTP EOUST Staff as specified herein. All work and services shall be performed in accordance with the terms and conditions of the SOW and the solicitation and resulting contract.

Hours may vary and are to be determined based on the need of the Government.

III. Period and Place of Performance;

This contract includes a base period and four one-year option periods as described below:

Contract Period of Performance

Base Period 07/31/2025 Thru 07/30/2026 Option Period I 07/31/2026 Thru 07/30/2027 Option Period II 07/31/2027 Thru 07/30/2028 Option Period III 07/31/2028 Thru 07/30/2029 Option Period IV 07/31/2029 Thru 07/30/2030

Work will be performed in person at the USTP offices located in Washington, DC.

Off-site performance of work (telework) is permitted dependent upon COR approval.

Any approval for telework shall not be considered permanent and can be rescinded by the COR at any time without reason or cause.

IV. Background:

The previous contracts were awarded to Muse Technologies Inc. under contract numbers 15JUST20C00000470 and 15JUST20C00000483 as Labor Hour Contracts under 8(a) sole source awards. However, Muse has a GSA under Category 541611 for management and financial consulting, acquisition and grants management support, and business program and project management services but not all categories are on their GSA schedule.

The third contract number is 15JUST20C00000484 which provided Quarterly Fee Support Services. This contract has fixed unit pricing with some reimbursement of fees such as postage.

V. Performance Objectives:

Areas in which the Government intends not only to continue operations but also to improve them include:

1. Administrative and Project Management Support – Support is needed to provide general administrative and project management support services.

2. Budget Support – Support is needed to perform routine budget administration functions in the execution and review of assigned portions of the appropriated fund, research, compiles, and summarizes data concerning personnel salaries and expenses and similar object class and line-item information needed to formulate budget estimates.

3. Facility Support – Support is needed to perform a variety of facilities management services related to interior spaces, including programming, design analysis, space planning and aesthetics, using specialized knowledge of interior construction, building systems and components, building codes, equipment, materials, and furnishings.

4. Finance Support – Support is needed to provide Unified Financial Management

System (UFMS) and JEDI helpdesk support to include access, system navigation, processing, and reports, to provide support to EOUST UFMS Operation Lead, and to develop and maintain EOUST documentation, such as UFMS’s FAQs/SOPs/Work Instructions.

5. Human Resource Support – to process a variety of actions under the human resources (HR) purview.

6. Property Management Support – Support is needed to provide complete lifecycle

Property Management support.

7. Records Management Support – Support is needed to provide complete lifecycle

Record Management support from creation, maintenance, use and disposition of records.

8. Security Support – Support is needed to assist with personnel and physical security support functions. to provide document/information security support, and to assist with security procedures (i.e., monitor and respond to incidents, screen visitors and guests, secure entrances, and conduct security checks).

9. Quarterly Fee Program Support – Support is needed to assist in the printing and mailing of quarterly statements and collection letters for balances due on account statements and collection letters in bankruptcy cases. The contractor must have the ability to pre-print and manage the inventory of specially designed statements and letters.

VI. Operating Constraints:

1. The Contractor shall possess or be capable of obtaining a Defense Industrial Security Clearance Office (DISCO) Defense Industrial Security Clearance

Facility Code and a Secret Facility Clearance to fully perform this contract. As directed by the COR and SPM, the Contractor shall submit the information necessary to allow the Government to prepare and obtain for the Contractor a "Department of Defense Contract Security Classification Specification" (DD Form 254) for this contract. Where such clearance is required, the Contractor agrees to provide information and access to Contractor facilities as may be required by Government investigators.

2. Certain Contractor personnel working under this Contract need to be eligible for a Secret Clearance. All required minimum clearance requirements are posted above.

3. The personnel specified below are considered essential to the work being performed hereunder. The following roles are designated as Key Personnel:

• Project Manager (1 position)

• Budget / Financial Analyst (1 position)

• Human Resources / Records Management (1 position)

• Facility / Property Management (1 position)