USCA25R0210 eLMS RFP FINAL.pdf

SOLICITATION/CONTRACT/ORDER

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

1. REQUISITION NUMBER

ADS250003

5. SOLICITATION NUMBER

USCA25R0210

2. CONTRACT NO. 3. AWARD/EFFECTIVE DATE 4. ORDER NUMBER 6. SOLICITATION ISSUE

DATE

06/11/2025

7. FOR INFORMATION CALL: a. NAME Anita Middleton

b. TELEPHONE NUMBER (No collect calls) 202-502-3832

8. OFFER DUE DATE / LOCAL

TIME

07/11/2025 14:00:00

CODE PMD

Procurement Management Division Administrative Office of the United States Courts One Columbus Circle, N.E.

Suite 3-250 Washington, DC 20544-0001

9. ISSUED BY 10.

NOT USED

SEE

SCHEDULE

11. DELIVERY FOR FOB DESTINATION

UNLESS BLOCK IS MARKED

12. DISCOUNT TERMS 13.

NOT USED RFQ X RFP

14. METHOD OF SOLICITATION

ASOCODE15. DELIVER TO

Administrative Systems Administrative Office of the United States Courts One Columbus Circle, N.E.

Suite 5-560 Washington, DC 20544-0001

CODE16. ADMINISTERED BY (if other than Block 9)

FACILITY

CODE

CODE

Telephone No.

17a. CONTRACTOR/

OFFEROR

ASOCODE18a. PAYMENT WILL BE MADE BY Administrative Systems Administrative Office of the United States Courts One Columbus Circle, N.E.

Suite 5-560 Washington, DC 20544-0001

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

OFFER X

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

CHECKED

19. ITEM NO. 20. SCHEDULE OF SUPPLIES/SERVICES

(Use Reverse and/or Attach Additional Sheets as Necessary)

21. QUANTITY 22. UNIT 23. UNIT PRICE 24. AMOUNT

See Lines

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

27. Applicable terms and conditions are as stated in the continuation pages.

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) 31c. DATE SIGNED

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

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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

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Table of Contents

Section Description Page Number

B Supplies or Services and Prices/Costs C Descriptions/Specifications/Statement of Work

C-1 Enterprise Learning Management System Statement of Objectives D Packaging and Marking E Inspection and Acceptance

2-5B Inspection of Services F Deliveries or Performance

2-60 Stop-Work Order 7-200 Judiciary Delay of Work F-1 Period of Performance F-2 Place of Performance F-3 Deliverables and Delivery Schedule

G Contract Administration Data 2-120 Submission of Invoice 7-1 Contract Administration 7-125 Invoices 7-5 Contracting Officer's Representative 3-305 Payment by Electronic Funds Transfer-System for Award Management (SAM) Registration ...20 7-125 Alt I Invoices 7-10 Contractor Representative G-1 Contracting Officer Representative G-2 Clause Execution G-3 Designated Contracting Officer's Representative (COR) G-4 Invoice Instructions G-5 Contract Type - Task Order Level G-6 Indefinite Delivery Indefinite Quantity (IDIQ) Ordering Procedures

H Special Contract Requirements 1-1 Employment by the Government 7-45 Travel 7-55 Contractor Use of Judiciary Networks 2-65 Key Personnel 7-50 Parking H-1 Clause 7-20, Security Requirements H-2 FedRAMP Requirement

I Contract Clauses B-20 Computer Generated Forms 1-10 Gratuities or Gifts 1-5 Conflict of Interest 1-15 Disclosure of Contractor Information to the Public 2-140 Judiciary IT Security Standards 2-50 Continuity of Services 2-55 Privacy or Security Safeguards 7-100B Limitation of Liability (Services) 7-110 Bankruptcy 7-130 Interest (Prompt Payment) 7-135 Payments 7-140 Discounts for Prompt Payment 7-15 Observance of Regulations/Standards of Conduct 7-20 Security Requirements 7-210 Payment for Emergency Closures 7-235 Disputes 7-25 Indemnification 7-30 Public Use of the Name of the Federal Judiciary 7-35 Disclosure or Use of Information 7-40 Judiciary-Contractor Relationships 7-85 Examination of Records 6-85 Commercial Computer Software License 6-110 Deferred Ordering of Technical Data or Computer Software 2-57 Protecting, Reporting, and Responding to Incidents Involving Sensitive Information (JUN 2024) 7-115 Availability of Funds

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4-90 Limitation of Funds 3-1 Contractor Use of Mandatory Sources of Products or Services 3-25 Protecting the Judiciary's Interest When Subcontracting with Contractors Debarred, Suspended, or Proposed for Debarment 3-35 Covenant Against Contingent Fees 3-120 Order of Precedence 3-205 Protest after Award 3-300 Registration in the System for Award Management (SAM) (OCT 2023) 4-30 Payment (Time-and-Materials and Labor-Hour Contracts) 4-30 Alt I Payment (Time-and-Materials and Labor-Hour Contracts, Alt I 6-40 Federal, State, and Local Taxes 6-60 Rights in Data - General 6-60 Alt I Rights in Data - General 7-150 Extras 7-185 Changes 7-185 Alt II Changes 7-215 Notification of Ownership Changes 7-220 Termination for Convenience of the Judiciary (Fixed Price) 7-223 Termination for Convenience of the Judiciary (Short Form) 7-225 Termination (Cost-Reimbursement) 7-225 Alt I Termination (Cost-Reimbursement) 7-230 Termination for Default - Fixed-Price Products and Services 3-45 Anti-Kickback Procedures 3-50 Cancellation, Rescission, and Recovery of Funds for Illegal or Improper Activity 3-55 Price or Fee Adjustment for Illegal or Improper Activity 4-5 Ordering 4-25 Indefinite Quantity B-5 Clauses Incorporated by Reference 2-90C Option to Extend Services 2-90D Option to Extend the Term of the Contract 7-75 Subcontracts 4-170 Limitation of Judiciary Obligation 3-40 Restrictions on Subcontractor Sales to the Judiciary 4-10 Order Limitations

J List of Attachments K Representations, Certifications and Other Statements of Offerors or Respondents

3-15 Place of Performance 3-5 Taxpayer Identification and Other Offeror Information 3-20 Certification Regarding Debarment, Suspension, Proposed Debarment, and Other Responsibility Matters 3-30 Certificate of Independent Price Determination 3-130 Authorized Negotiators 6-50 Representation of Rights in Data

L Instructions, Conditions and Notices to Offerors or Respondents 3-100 Instructions to Offerors 7-60 Judiciary Furnished Property or Services 3-210 Protests 3-85 Explanation to Prospective Offerors 3-95 Preparation of Offers 3-100 Alt I Instructions to Offerors, Alternate I B-1 Solicitation Provisions Incorporated by Reference 4-1 Type of Contract L-1 Proposal Submission L-2 Proposal Due Date and Solicitation Questions L-3 Proposal Preparation 4-28 Time-and-Materials/Labor-Hour Proposal Requirement - Non-Competitive Pricing 4-27 Time-and-Materials/Labor-Hour Proposal Requirement - Competitive Pricing

M Evaluation Factors for Award 2-85A Evaluation Inclusive of Options 3-70 Determination of Responsibility M-1 Evaluation Criteria M-2 Evaluation Factors

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Section B - Supplies or Services and Prices/Costs

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

0001 Enterprise Learning Management System in accordance with Statement of Objectives and awarded Performance Work Statement

1 Job

Period of Performance:07/13/2025 - 07/12/2026

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

1001 Enterprise Learning Management System in accordance with Statement of Objectives and awarded Performance Work Statement

1 Job

Period of Performance:07/13/2026 - 07/12/2027

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

2001 Enterprise Learning Management System in accordance with Statement of Objectives and awarded Performance Work Statement

1 Job

Period of Performance:07/13/2027 - 07/12/2028

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

3001 Enterprise Learning Management System in accordance with Statement of Objectives and awarded Performance Work Statement

1 Job

Period of Performance:07/13/2028 - 07/12/2029

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

4001 Enterprise Learning Management System in accordance with Statement of Objectives and awarded Performance Work Statement

1 Job

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Period of Performance:07/13/2029 - 07/12/2030

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

5001 Enterprise Learning Management System in accordance with Statement of Objectives and awarded Performance Work Statement

1 Job

Period of Performance:07/13/2030 - 07/12/2031

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

6001 Enterprise Learning Management System in accordance with Statement of Objectives and awarded Performance Work Statement

1 Job

Period of Performance:07/13/2031 - 07/12/2032

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

7001 Enterprise Learning Management System in accordance with Statement of Objectives and awarded Performance Work Statement

1 Job

Period of Performance:07/13/2032 - 07/12/2033

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

8001 Enterprise Learning Management System in accordance with Statement of Objectives and awarded Performance Work Statement

1 Job

Period of Performance:07/13/2033 - 07/12/2034

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

9001 Enterprise Learning Management System in accordance with Statement of Objectives and awarded Performance Work Statement

1 Job

Period of Performance:07/13/2034 - 07/12/2035

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Section C - Descriptions/Specifications/Statement of Work

C-1 Enterprise Learning Management System Statement of Objectives MAR 2025

1. INTRODUCTION:

The Administrative Office of the United States Courts (AO) serves as the administrative arm of the Federal Ju-diciary. The Administrative Systems Office (ASO), within the Department of Administrative Services (DAS), manages the national administrative Information Technology (IT) systems for the Federal Judiciary. The IT sys-tems provide a broad range of services covering human resource administration, financial management, and space and facilities management.

The Judiciary is seeking to award a Contract to support a Learning Management System (LMS). The Judiciary uses multiple platforms to meet their education, training, and certification needs. The implementation of an LMS will directly support the judiciary’s strategic objectives which focuses on attracting, developing, and re-taining a highly diverse and competent workforce of judges, employees, and Criminal Justice Act (CJA) attor-neys. By delivering comprehensive and accessible training and development programs, the Judiciary will be able to recruit, develop, and retain a talented, dedicated, and diverse workforce while defining future workforce needs.

This Contract defines the scope, skillsets, and functions necessary to fully support the Judiciary in the imple-mentation of an LMS. The support functions under the Contract include providing project management, effect-ive control systems, quality assurance, and reporting procedures. In addition to these duties, support will include leading functional implementation discussions, executing system configuration changes, and managing testing efforts. The term “Contractor” may be used interchangeably to identify the vendor and its’ workforce within this document.

2. BACKGROUND:

Cornerstone is an existing Learning Management System (LMS) within the Human Resources Office (HRO). It is currently utilized to facilitate training and provides professional growth and development to a limited number of employees across the Judiciary. The current LMS was not designed to be expanded to support the require-ments of the entire Judiciary and its many stakeholders. Over 50 courts currently leverage the services and cap-abilities available through the LMS. However, the evolving needs of the AO and the Judiciary (consisting of 13 circuits) demand an enterprise-wide solution capable of seamlessly supporting multiple domains and integra-tions.

For many years the Judiciary has acknowledged the need for an enterprise-wide LMS to meet the training re-quirements across the Judiciary. The decision to move forward with the LMS solution was driven by the vision of a more cohesive, adaptable, and well-trained workforce enabled by cutting edge LMS technology. A key goal in deploying the LMS is to create a centralized hub where all training and learning can be managed, delivered, and tracked to include the administration of individual learning paths This centralization ensures consistency in training content, reduces administrative overhead, and provides the required foundational platform for all the Judiciary’s learning initiatives.

The LMS will empower the entire Judiciary by creating separate and distinct portals allowing each program of-fice or agency the capability to manage users and training content within their specific portal. Additionally, the LMS will streamline enterprise-wide training management, ensuring seamless delivery of training content across different portals and the user community. Once the LMS is in place, all Judiciary program offices and its partner agencies will have access to the available services.

The following link provides additional information about the Federal Judiciary: www.uscourts.gov.

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3. PURPOSE

The LMS will provide support across the Judiciary for continuous learning and skills development. Offices un-der an LMS will have the opportunity to select desired features and capabilities, along with custom configura-tion. The LMS will empower departments across the Judiciary to take greater ownership of their offices devel-opment by providing a diverse range of learning resources. Offices will be able to take advantage of existing and new features and offerings. Customized learning paths can now be created throughout the Judiciary with tools that enable managers and employees to track their progress and drive engagement to encourage a proactive approach to career development.

The key objectives for this initiative will:

1. Provide a personalized learner experience.

2. Advance the Judiciary’s vision for learning technology.

3. Provide seamless integration with the Judiciary Enterprise Network Information Exchange (JENIE), and any future Identity Management System or applications across the Judiciary.

4. Ensure successful off-boarding of legacy training applications and smooth user experience transitioning to the new LMS platform.

The responsible offeror will support the implementation and ongoing maintenance of the LMS, deliver compre-hensive training and onboarding, and provide all necessary support services, including security testing efforts, to maintain optimal system performance.

4. SCOPE:

The scope of this contract is to provide the Judiciary with a commercial user-friendly, flexible, configurable, and scalable enterprise learning management system (LMS). The work under this contract includes enterprise licensing, all tasks related to the configuration, integration, implementation, security and sustainment of the en-terprise-wide LMS solution within the context of all IT administrative systems across the Judiciary.

5. OBJECTIVES:

The high-level objective of this contract includes the following:

a) A customizable commercial-off-the-shelf application accessible via multiple browsers.

b) Adherence to and compliance with applicable federal security guidelines, standards, regulations, direct-ives, and industry and government best practices for managing federal government IT infrastructure, FedRAMP Moderate level certification, and all controls covered under FedRAMP, will be maintained during the full peri-od of performance. If the system is not FedRAMP certified compliant then the Contractor shall permit periodic assessments to be performed by AOUSC security personnel.

c) Scalable for an unlimited number of users and educational assets.

d) A production (live) and test (training) environment. The test database shall be updatable to mirror the pro-duction environment on request.

e) Integration with Blackboard, Skillsoft, Human Resources Management Information System (HRMIS) and Judiciary Enterprise Network Information Exchange (JENIE), including existing Single Sign-On (SSO) integra-tion with the AOUSC’s JENIE portal.

f) Services to update AOUSC’s custom Skillsoft integration enough to create courses and Web-Based Train-ing offerings and link these to the Skillsoft content modules.

g) Ability to import data via the User Interface, including individual person records, course transcript records, and course/offerings data, allowing administrators to do all in batch mode.

h) Available 24 hours a day 7 days a week, except for routine outages.

i) Ability to provide individualized, configurable main page/interface per instance, with ability to add external links, graphics and colors to main page for each portal (portlets/widgets configurable at the portal admin level).

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j) Robust reporting tools for all learning elements, with configuration capability for domain admins and super-visors.

k) Ability to configure role creation and modification.

OBJECTIVE 1: Professional Services

The professional services to be provided by the Contractor to the Judiciary and individual Court units aimed at delivering comprehensive support for the execution and management of this Contract. The professional services support objectives of this contract will include, but not be limited to the following outcomes as directed by the Government:

Project Management and Oversight: Oversee all work and resources associated with Contract ensuring align-ment with agency direction through strategic plans and risk management. This includes procurement of neces-sary licenses and regular reporting to the judiciary.

Business Analyses and Process Reengineering: Provide detailed analyses of existing business and system pro-cesses to identify inefficiencies and recommend improvements. This includes examining the as-is model and as-sociated policies to provide actionable alternatives and cost-benefit analyses.

System Functional Requirements Analyses: Conduct comprehensive requirements analyses to address system functionality issues, ensuring alignment with reengineered business processes. This involves assessing applica-tion security and usability.

Information Technology Design, Development, and Testing: Design, develop, and test solutions that meet documented system requirements, ensuring adherence to Judiciary standards and thorough validation of the de-veloped solutions.

System Infrastructure, Architecture, and Integration: Provide system maintenance, creation and documenta-tion of testing data scripts, integrations in development and production environments, documentation of best practices for system processes, and advisement on user interface configuration.

User Support: Provide Tier 3 help desk support for LMS users, managing incidents and service requests while providing metrics and maintaining support materials.

Operations and Maintenance: Provide daily operations support that will include at a minimum, critical issue resolution, software upgrades (to include any major or minor upgrades and/or security patches), and system maintenance to ensure continuous functionality of LMS.

Training Program Planning and Execution: Develope training methodologies, materials, and sessions tailored for various user groups, with all created documentation becoming the property of the Government.

Information Assurance and Security Management: Ensure compliance with the Judiciary Information Secur-ity Framework (JISF), providing comprehensive security management services, including risk assessments and disaster recovery support. To effectively manage risks to the confidentiality, integrity and availability of Judi-ciary information and information systems, the Judiciary follows the Judiciary Information Security Framework (JISF). The JISF is a tailored version of NIST SP 800-53 and NIST SP 800-37 that also incorporates informa-tion security best practices. The JISF provides decision makers with a repeatable process for managing informa-tion security risks consistently throughout the entire system lifecycle.

Assessments: Conduct assessments to evaluate costs, risks, and impacts related to LMS and associated systems, delivering actionable analyses and recommendations for upcoming initiatives.

Internal Audit and Compliance: Develop and monitor internal controls to safeguard the integrity of LMS, sup-porting external audits by providing necessary documentation.

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Innovation: Propose innovative solutions to enhance system capabilities, reduce complexity, and improve user experience, aligning with industry best practices and agency standards.

Transition Plan: Provide planning support for the transition-in and transition-out processes related to this Con-tract.

Other Specialized Services: Provide specialized services related to LMS planning and management, including expertise in Cornerstone and LMS software and user interface.

This comprehensive approach aims to ensure successful project execution, enhance operational efficiencies, and meet the strategic objectives of the Judiciary.

OBJECTIVE 2: Learning Management System (LMS) Licenses

The Contractor shall procure Cornerstone OnDemand licenses from Cornerstone, which includes Cornerstone Software, Cornerstone Content - Core Libraries, MyGuide Applications, Extended Enterprise User Based Li-censing, and Cornerstone Content - Public Sector Library. The Contractor shall ensure that the Judiciary has ac-cess to the necessary tools and resources to support their operations and training initiatives.

OBJECTIVE 3: Overall System Requirements

a) Ability to create and update user records and course/offerings by a designated program and job from a se-cure File Transfer Protocol (FTP) site available on the internet.

b) Deactivate discontinued Skillsoft courses and related offerings.

c) Single Sign-On interface using a Security Assertion Markup Language (SAML)

d) Migrate the current LMS database to a new solution incorporating the existing catalog of all available educational assets with course numbers, names and descriptions (content to be created and maintained by the AOUSC) with only active/available offerings displayed.

e) Structured process for updating of AOUSC’s custom Skillsoft integration.

f) Refresh the development environment to mirror the production environment upon update of production.

g) Experience Application Programming Interface (xAPI*) and Sharable Content Object Reference Model (SCORM) conformant.

h) Display time in regular (non-military) format.

i) Flexible privilege capabilities to allow for multiple administrator/domains, allowing each to manage and view only items in their domain. Supervisory level views of all records of assigned employee with the ability to enroll, approve/deny training registration requests and select manager related analytics (reports).

j) Course catalog view with multiple configuration options.

k) Facilitate support (onsite and/or virtual) as needed for implementation and ongoing training.

l) Ability for all admins to create, display, edit courses/offerings, curriculums, certifications, learning plans, programs for various user roles as well as organizational areas.

m) Ability to configure required fields based on related admin/user processes (e.g., course/offering creation and ad hoc training record entry).

n) Flexible means for pushing training to learners based on user roles, organizations, mandatory schedules, etc.

o) Provide a student transcript.

p) Display domain calendar of offerings/training events (Per domain main page).

q) Full and remote administration by the AOUSC for all data.

r) Ability to create analytic reports at the domain admin level.

s) Up and downloadable materials in all formats (Microsoft Office applications and PDFs at a minimum).

t) Ability to record external training credits and store related completion certificates.

u) Search function across all educational assets and catalog with display of actual offerings or usable assets only.

v) Admin ability to clone class offerings for multiplication locations, dates and times.

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w) Ability to capture Instructor credits for course offerings and connect results to analytics.

x) Enrollment management (waitlist, etc.) with auto enroll when seat opens and administrative override (overbook).

y) Seat reservation for new hires (unnamed person).

z) Ability to customize notifications to learners/managers with registration confirmations, reminders, course completions and other announcements (e.g., emails for manager approval or offering reminders) at the domain level.

aa) Ability to associate resource assignments and locations (instructors, classrooms, etc.) for Instructor Led Training course delivery.

bb) Customizable certificates/awards.

cc) Mobile accessibility.

dd) "What's New" Feed for communication with portal admins.

ee) Permission based help function with ability to offer usage hints or create help.

ff) Ability for admins to proxy (act as another user) for troubleshooting.

gg) Ability to delete data information/fields

hh) Ability for bulk user import

ii) Ability for self-registration

jj) Ability for direct messaging from user to admin

kk) Ability for instructors to upload logo

ll) Notifications for future classes, group by court/organization, Class waitlist, instructor reports (class rosters, class attendance, etc.), ability for tracking metrics such as page views, attempts, completions, etc.

OBJECTIVE 4: LMS Reports

Robust reporting tools for all learning elements, with customization capability for domain admins and managers as well as canned reports including:

a) Course completion/in progress/enrolled system-wide

b) Class rosters

c) Assessment scores

d) Certification

e) Individual learner progress

f) Evaluations and course ratings

g) Instructor and Learner credit

h) External (ad hoc) training

i) User activity data/Audit (actions taken, time on the system, pages/areas visited, etc.)

OBJECTIVE 5: LMS Availability

The LMS shall be available 24 hours a day 7 days a week except for routine outages (i.e., time required for patches, firmware updates, viruses/malware and bug fixes). The contractor shall provide U.S. based customer support accessible via toll-free phone number, email and website. The contractor shall provide timely notifica-tion of bugs, updates, and revisions for all products covered under this requirement. Electronic notification and distribution are preferred.

a) Non-emergency Updates: Scheduled routine maintenance which includes patches and updates, remedi-ation of identified vulnerabilities not considered high or critical, minor bug fixes, refreshes (development envir-onment) and system upgrades. All non-emergency updates shall occur over the weekends between 11:59 pm Friday to 2 pm Sunday EST and shall be coordinated with the Contracting Officer’s Representative (COR) via email five (5) business days prior to initiation.

b) Emergency Updates:

Any non-scheduled maintenance which includes patches and updates, remediation of identified vulnerabilities considered high or critical, viruses, malware, major bug fixes and system upgrades. All emergency updates shall be brought to the COR’s attention via phone with a follow-up email within fifteen (15) minutes after discovery.

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Within sixty (60) minutes of notification, the contractor shall provide a written plan/solution that explains and resolves the emergency to the COR, via email. If an emergency occurs, the system shall not be down no longer than four (4) hours. Any longer than four (4) hours requires COR approval.

c) Redundancy:

The LMS shall have system redundancy, backup and failover capabilities. The Contractor shall test the backup quarterly to ensure the backup is working properly.

OBJECTIVE 6: LMS Support

a) Provide system maintenance by indexing of catalog, chronology jobs and logs, notification, single Sign On with JENIE, and server login.

b) Provide ongoing technical support services including troubleshooting, response(s) and resolutions, testing and documentation.

c) Create and document the testing data scripts and integrations in development and production environ-ments.

d) Document best practices for system processes.

e) Advise system admins on user interface configuration (i.e., themes, desktop layout and logo) and mainten-ance of business rules (i.e., enable and disable functionalities per the Judiciary’s needs).

f) Direct technical support for basic and customized LMS functionality.

g) The Contractor will provide a report to the Contracting Officer's Representative (COR) with the options that should be considered by AOUSC for the upgrade and how the major upgrade can be best accomplished.

6. APPLICABLE DOCUMENTS:

The Contractor shall comply with the following:

• Judiciary Information Security Framework

• NIST Risk Management Framework

7. LABOR CATEGORIES AND QUALIFICATIONS:

This section identifies the labor categories and qualifications the government has estimated are required in per-formance of this Contract.

BASIC QUALIFICATIONS FOR ALL STAFF

The Contractor shall propose personnel with the following skills and capabilities:

• Documented recent work experience requirement for all staff within labor categories, is defined as within the past three years,

• Ability to independently provide clear and accurate written and oral communications,

• Ability to work within a dynamic environment that utilizes a tailored blend of industry best practices and standards including: relevant industry certifications (may include but not limited to Cornerstone related cer-tifications, Project Management Professional (PMP) certification, Certified Scrum Master (CSM), Agile Certified Practitioner (PMI-ACP), Certified Information Systems Security Professional (CISSP, etc.), ITIL, PMBOK, Software Development methodologies (Waterfall, Spiral, Agile), and collaboration tools such as MS Teams, and

• Ability to accomplish one’s duties effectively and securely on-site and remotely from the company assigned work location or a government approved location.

BASIC QUALIFICATIONS FOR SENIOR STAFF

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In addition to the Basic Qualifications for all staff; staff for senior labor categories shall have the following Senior Basic Qualifications:

• More than ten years of documented experience within the field of the labor category, of which five years must be specialized as described within the labor category,

• Demonstrated and proven capability to lead teams of mixed staff including government and Contractor to deliver products and services within allocated financial, schedule and risk constraints, and

• Demonstrated and proven capability to work independently without supervision or guidance by the Con-tractor or their lead.

BASIC QUALIFICATIONS FOR MIDLEVEL STAFF

In addition to the above Basic Qualifications for all staff; staff for midlevel labor categories shall have the fol-lowing Standard Basic Qualifications:

• Three to ten years of documented experience within the field of the category of which two years must be specialized as described within the labor category,

• Demonstrated and proven capability to participate on teams to deliver products and services within alloc-ated constraints; and,

• Demonstrated and proven capability to work independently with little supervision or guidance by the Con-tractor his or her Contract lead.

BASIC QUALIFICATIONS FOR JUNIOR STAFF

In addition to the above Basic Qualifications for all staff; staff for junior labor categories shall have the follow-ing Basic Qualifications:

• Specialized experience within the field of the labor category is not required,

• Demonstrated and proven capability to participate on teams to deliver products and services within alloc-ated constraints, and

• Demonstrated and proven capability to work independently under supervision and with appropriate guid-ance by the Contractor or his or her Contract lead

ROLES AND RESPONSIBILITIES

The below key personnel are required under this Contract.

Sr. LMS Consultant/System Admin

The Sr. LMS Consultant/System Admin shall serve as the primary technical and managerial interface between Contractors and the COR. The Sr. LMS Consultant/System Admin shall plan, organize, and control the activit-ies of the Contractor, and ensure Contractor-performed activities conform with the terms and conditions of the Contract. The Sr. LMS Consultant/System Admin shall provide program management and shall provide effi-cient organization, effective control systems, quality assurance, and reporting procedures. The Sr. LMS Con-sultant/System Admin shall have responsibility and authority to organize and schedule work activities for Con-tractor and sub-contractor personnel, to assure timely and accurate deliverables.

The Sr. LMS Consultant/System Admin (or a designee approved in advance by the government) shall be on-call during business hours for coordination of activities with the government. When this becomes necessary, the government will notify the Contractor of the schedule.

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In addition to project management duties, the Sr. LMS Consultant/System Admin will support the implementa-tion and onboarding of new departments onto the existing Cornerstone system. Responsibilities include leading functional implementation discussions, executing system configuration changes, conducting training on features and functionalities of the system, and supporting and managing testing efforts. The Sr. LMS Consultant/System Admin will also review quarterly release information and new features, assisting with data validation and user acceptance testing (UAT), and facilitating role-based admin training and user training sessions.

The Sr. LMS Consultant/System Admin will support key initiatives once the system is live, such as troubleshooting advanced-level customer issues, managing vendor helpdesk tickets, and performing third-party vendor course activations and related data uploads. They will provide expert guidance on integrating third-party products and services, create and facilitate customized training and documentation tailored to the system’s con-figuration, manage system configurations and settings, create permissions, update documentation, and provide direct technical support for system admins.

Specialized Experience: The Project Manager shall have documented experience of at least ten years managing staff and deliverables similar in size, complexity, and nature to this Statement of Objectives. Recent experience shall be within the past three years. Project Manager shall have a PMP Certification, and at least one of the fol-lowing: PMI Agile Certified Practitioner, SAFE Program Consultant or Agile Scrum Master Certifications.

9. GOVERNMENT-FURNISHED EQUIPMENT AND INFORMATION:

The Government will provide the Contractor access to ASO supporting documents, publications, and technical manuals required for the performance of the contract as GFP. The Government will provide the Contractor with access to information as needed for existing systems, applications, and data.

The Contractor is responsible for having the computer hardware and software, including standard Microsoft (MS) office products to perform their tasks unless otherwise specified in the individual TO and as agreed to by the Government.

The Government will provide (as GFP) access to ASO tools (e.g., requirements management, configuration management, risk management, schedules) as necessary. The Government will provide GFP/GFE necessary for the Contractor to access the development and test environments at the Government’s application hosting facility and data center.

Hardware and software licenses provided by the Government will remain in the Government's inventory con-trol.

The Contractor tracks and manages all GFP hardware and software assigned to the Contractor until returned to the Government.

The Contractor shall track and manage all GFP hardware and software assigned to the Contractor until returned to the Government.

The Contractor shall maintain a master GFP/GFE record showing the disposition and version/status of the items held.

10. SECURITY:

LMS security classification is “Unclassified” but contains PII, which makes it a Judiciary security classification of “Moderate”. Contractor employees working on the Contract must complete such forms as may be necessary for security purposes or other reasons. Completed forms shall be submitted as directed by the COR.

Depending on the level of access required to judiciary facilities or IT resources for performance of the work, Contract employees may be subject to any of the following types of security checks:

Fingerprint Check National Agency Check with Inquiries (NACI) National Agency Check with Inquiries and Credit (NACIC) National Agency Check with Law and Credit

(NACLC)

USCA25R0210 - Page 14 of 38

Single Scope Background Investigation (SSBI) Single Scope Background Investigation - Periodic Reinvestigation (SSBI-PR) Public Trust Special Background Investigation (PTSBI) Citizenship and Immigration Services (CIS) Check

Contractor employees visiting court sites to provide support covered under this Contract may be subjected to additional FBI screening and U.S. Marshal inspection.

11. LMS Security Compliance and Privacy Data Protection

The contractor shall protect all sensitive and personal data as outlined in Clause 7-35, Disclosure or Use of In-formation, Clause 7-20 Security Requirements, Clause 2-140 Judiciary IT Security Standards, Clause 2-55 Pri-vacy or Security Safeguards and 2-140, Judiciary IT Security Standards Clause 2-57 Protecting, Reporting and Responding to Incidents Involving Sensitive Information.

The contractor shall adhere to and comply with applicable federal security guidelines, standards, regulations, directives, and industry and government best practices for managing federal government IT infrastructure.

The contractor shall engage with the IT Security Officer (ISO), Information System Security Officer (ISSO), and other designated security personnel to ensure all security and privacy requirements are met. The contractor shall ensure all security and privacy documentation is delivered to the IT Security Officer (ISO), Information System Security Officer (ISSO), and other designated recipients. Documentation includes, but not limited to:

• System Boundary Definition (SBD)

• System Categorization/System Security Level

• System Security Plan (SSP)

• Privacy Threshold Analysis (PTA)/Privacy Impact Analysis (PIA)

• Memorandum of Understanding (MOU)

• Interconnection Security Agreements (ISA)

• Contingency Plan

• Continuous Monitoring Plan

• Configuration Management Plan

• Incident Response Plan

• Corrective Action Plan (CAP)/Plan of Action and Milestones (POAM)

10. SPECIAL CONSIDERATIONS:

The government is seeking to provide the Contractor with maximum flexibility in developing the most innovat-ive cost-effective technical solution. Therefore, the government is requesting the Contractor to provide a Per-formance Work Statement (PWS), in addition to performance measures, standards, recommended acceptable quality levels (AQLs), evaluation methods, Quality Control Plan (QCP), and updated Quality Assurance Sur-veillance Plan (QASP) (complete with incentives/disincentives—draft attached) in response to all requirements released under this Contract.

11. CONTRACTOR TRANSITION:

The Contractor shall work with the judiciary and other resources (e.g., contractors and vendors) to develop a plan to facilitate the transition of current work assignments to the new Contractor and shall provide information to transfer functions to other vendors and/or the Judiciary to include coordinating and supporting regular status meetings for the Judiciary to ensure transition work activities are performed on schedule.

Section D - Packaging and Marking

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No Clauses

Section E - Inspection and Acceptance

Clause(s) Incorporated By Reference, see Clause B-5 Clause Title Date

2-5B Inspection of Services APR 2013

Section F - Deliveries or Performance

Clause(s) Incorporated By Reference, see Clause B-5 Clause Title Date

2-60 Stop-Work Order JAN 2010

7-200 Judiciary Delay of Work JAN 2003

F-1 Period of Performance

The period of performance will be a total of 10 years beginning with one (1) base period from May 8, 2025, through May 7, 2026, with nine (9) one-year option periods, if all options are exercised.

Orders The period of performance under each order will be from date of award through twelve months followed by four twelve-month option periods and possible one six-month extension period. All options and extensions are not guaranteed and will be exercised at the discretion of the government.

However, the order period of performance cannot exceed twelve-months past the expiration date of this section.

F-2 Place of Performance

The contractor shall perform both on and off-site. On-site services shall be performed at the Administrative Of-fice of the U. S. Courts, Office of Human Resources, One Columbus Circle, N. E., 5th Floor, Washington, DC 20544. On-site services will be performed at a minimum on all federal working days when the building is ac-cessible (i.e., not closed due to weather, federal holidays or other closure, or other reasons).

Working hours shall be for eight (8) hours per working day. If contractor personnel are performing on-site, they are required to adhere to AOUSC core working hours (10:30am to 3:00pm).

Off-site services shall be performed at an alternate place of performance (e.g., home, the contractor's facility, or another approved activity within the local travel area). The contractor may be required to account for the where-abouts of their personnel should this information be requested by the COR. AOUSC core working hours are from 10:30am to 3:00pm.

Services shall be performed in accordance with the terms and conditions as specified in the individual orders.

Contractor Travel:

Travel requirements and details shall be specified at the individual orders.

Any travel under this IDIQ shall be in accordance with Judiciary Policy Guide Volume 19: Travel and Reloca-tion, Chapter 4: Judiciary Staff Travel Regulations. Travel requirements will be specified in the task orders issued

USCA25R0210 - Page 16 of 38 under this IDIQ.

Travel costs shall include transportation, lodging, meals and incidental expenses and any miscellaneous expense necessary to complete the task. Travel costs shall be based on Judiciary Staff Travel Regulations (JSTR). Travel costs shall be reimbursed exclusive of any contractor profit and/or overhead costs, at amounts not to exceed the per diem rates in the JSTR as of the date costs are incurred.

Local travel is defined as travel within a 50-mile radius of the Thurgood Marshall Federal Judiciary Building (TMFJB) or individual court units. Local travel to and from the TMFJB and court units will not be a reimbursable expense.

F-3 Deliverables and Delivery Schedule

All deliverables against this Contract are subject to the guidelines listed herein for deliverables and delivery schedule. All deliverables will be inspected for content, completeness, accuracy, adequacy, and conformance to the Task Order requirements, including applicable standards that will be identified during or prior to the kickoff meeting. The COR will review and verify that deliverables fulfill the requirements and standards stated in the Contract. Reports, documents, and narrative type deliverables will be deemed accepted when all comments/revi-sions have been incorporated. The Judiciary reserves the right to request more time to review documents, if needed, in accordance with paragraph F-3(b) below. This request will be in writing. Unless otherwise noted in writing, the minimum acceptance standards for the deliverables submitted under this Statement of Objectives by the Contractor are:

Accuracy – All deliverables shall be accurate in presentation, technical content, adherence to accepted elements of style, and free of errors (including grammatical errors and typos). They shall be based on the executed task and the agreed upon format to present updates, results, and other key information. Further, they shall be pre-pared and submitted in a manner that the documentation can be incorporated into the Judiciary’s working pa-pers, when needed, and used by outside parties when auditing or assessing the Judiciary’s management pro-cesses.

Clarity – All deliverables shall be clear and concise. Any/All diagrams (flowcharts or graphical representation of data) shall be easy to understand and be relevant to the supporting documentation, as agreed upon by the Ju-diciary. Documentation shall be void of unnecessary jargon, fluff and other content that does not add any value or prohibits an end user from understanding the work performed.

Consistency to Requirements - All deliverables shall meet, at a minimum, the requirements to accomplish each task listed in the Statement of Objectives.

File Editing – All text, diagrams, and files shall be editable by the Government.

Format – All deliverables shall be submitted electronically, free of viruses, and formatted to print without any adjustments needed by the Government.

Timeliness – All deliverables shall be submitted on or before the due date specified in this Statement of Object-ives.

a) Deliverables Table:

Obj(s) Deliverable Description Due Date

1 Schedule Hours Report / Burn Rate Report

Shows historical data for each Contractor, staff (bill, rate, hours) through the month and shows the projected utilization of Contractor staff for the next 12 months moving

By the 5th business day of each month by 5:00pm

EST

USCA25R0210 - Page 17 of 38 average.

1 Time Sheet Report Report to be delivered to the COR for review prior to the submission of the monthly invoice.

By the 5th business day of each month by 5:00pm

EST

1 Invoices Invoices with all signed timesheets and applic-able receipts attached.

By the5th business day of each month by 5:00pm

EST

1 Agendas and Meeting Minutes

Agendas shall be posted two days prior to meeting;

Minutes shall be posted within two business days after meeting

Two days before or after each meeting

All Status Reports A summary of work completed, status of on-going work, and planned activities.

The 2nd and 4th Tuesday of each month by 5:00pm

EST.

1 Training Materials Training materials de-veloped under the Con-tract are to be delivered to the COR as instructed.

All items must also be de-livered to the Government Project Man- ager, as identified by the COR.

No item delivered is con-sidered "approved" until it has been reviewed and "accepted" by the COR in writing. Any work that is re- turned for any reason must be corrected and re-submitted within 3 business days.

As requested by the Government

Roles and Responsibilit-ies:

Sr. LMS Consultant/Sys-tem Admin

Quarterly Release review quarterly release information and new fea-tures, assisting with data validation and user ac-ceptance testing (UAT), and facilitating role-based admin training and user training sessions

Calendar Year Quarterly:

Jan, Apr, Jul, Oct

All Assessment Services Report

When any major upgrades or system changes to the Cornerstone system are required, the Contractor shall perform work neces-sary to assess the effi-ciency and effectiveness of the applications, the impact on application customizations, and the system configurations, in

To be provided after bug fixes, upgrades, etc.

within 5 days of comple-tion

USCA25R0210 - Page 18 of 38 preparation for the up-grade.

All Quality Assurance Sur-veillance Plan

Periodically measures successful Contractor per-formance throughout the lifecycle of the Contract.

(See 15. Special Consid-erations below)

As agreed, upon by the Government and Con-tractor

All Security and Privacy Documentation

These documents must be live (always available and kept current, includ-ing but not limited to:

a. System Boundary Definition (SBD)

b. System Categorization/Sys-tem Security Level

c. System Security Plan

(SSP)

d. Privacy Threshold Analysis (PTA) / Privacy Impact Analysis (PIA)

e. Memorandum of Un-derstanding (MOU)

f. Interconnection Secur-ity Agreements (ISA)

g. Contingency Plan

h. Continuous Monitoring Plan

i. Configuration Manage-ment Plan

j. Incident Response Plan

k. Corrective Action Plan (CAP)/ Plan of Action Milestones (POAM)

Provided 60 days after award

All Final Transition Plan Outlines the strategy for transitioning all project deliverables, knowledge, and responsibilities from the implementation phase to operations and main-tenance. This document includes key transition activities such as system handover, user training, operational support docu-mentation, security and compliance verifications, testing documentation, and lessons learned.

Two business days after award

All Emergency…