Case management consultant

The South Carolina Fiscal Accountability Authority, acting on behalf of the South Carolina Office of the Attorney General (OAG), is seeking a Case Management Consultant to help identify and implement a new case and matter management system. The procurement is a comprehensive consulting engagement spanning three distinct project phases: initial assessment of office needs, software selection and procurement, and system development and implementation. The OAG currently manages approximately 8,000 active case files across seven divisions with 300 employees, including 90 attorneys, and aims to replace its outdated Lawbase system. Mandatory qualifications require the consultant to have at least two years of experience working with Attorneys General offices or similar government legal departments and must employ both an attorney and a CPA on the project team. Evaluation criteria will prioritize the offeror's detailed approach demonstrating understanding of OAG needs, background and experience in the industry, and a comprehensive business proposal with thorough cost presentation. Key submission dates include a non-mandatory pre-proposal conference on May 15, 2023, a question submission deadline of May 16, 2023, and proposal submissions due by June 21, 2023, at 11:00 AM ET. Award notification is anticipated for August 1, 2023, with a contract start date of August 11, 2023.

The solicitation does not explicitly outline specific set-aside designations or restrictions for disadvantaged enterprises. The contract is structured with an initial one-year term and four potential one-year renewal options, creating a maximum five-year contract period. Pricing must be submitted as hourly rates with estimated time requirements for each project phase, including all-inclusive consulting services costs and estimated travel expenses based on South Carolina per diem regulations. The contractor must maintain strict information security standards and is prohibited from data processing outside the continental United States. Liability insurance requirements include Commercial General Liability of at least $250,000 per occurrence and Information Security and Privacy coverage of $3,000,000 per occurrence and $6,000,000 aggregate. The consultant is explicitly prohibited from providing managed services, manufacturing or selling software, or having financial ties to any case management software vendor. While specific budget ranges are not detailed, the comprehensive nature of the project suggests a significant investment in modernizing the OAG's case management capabilities.