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FBO DAILY - FEDBIZOPPS ISSUE OF APRIL 27, 2018 FBO #5999
MODIFICATION

70 -- Request for Information: Legal Document Management System - Updated Requirements Worksheet

Notice Date

4/25/2018
 

Notice Type

Modification/Amendment
 

NAICS

511210 — Software Publishers
 

Contracting Office

Department of Commerce, Patent and Trademark Office (PTO), Office of Procurement, P. O. Box 1450 - Mail Stop 6, 600 Dulany Street, MDE, 7th Floor, Alexandria, Virginia, 22313-1450
 

ZIP Code

22313-1450
 

Solicitation Number

ACQ-18-0699
 

Archive Date

5/22/2018
 

Point of Contact

Hope Smith, Phone: 571-272-6565, Michael W. Morris, Phone: 5712723562
 

E-Mail Address

hope.smith@uspto.gov, Michael.Morris@USPTO.gov
(hope.smith@uspto.gov, Michael.Morris@USPTO.gov)
 

Small Business Set-Aside

Total Small Business
 

Description

Updated Requirements Worksheet Request for Information (RFI): Legal Document Management System (LDMS) The United States Patent and Trademark Office (USPTO) has an opportunity under the Office of General Counsel (OGC) for a Legal Document Management System (LDMS) supporting OGC. The LDMS will provide OGC a comprehensive, centralized repository for storing and retrieving legal documents and emails. OGC is responsible for representing the USPTO in matters other than those involving intellectual property issues, providing advice and written legal opinions on areas concerning the administration and management of the USPTO. OGC currently stores documents on a shared network drive, though attorneys and paralegals store much of their work products in non-shared email folders and individual hard drives. The purpose of this requirement is to procure Commercial Off-The-Shelf (COTS) Legal Document Management System (LDMS). The associated North American Industry Classification System (NAICS) code for this requirement is 511210, proposed Federal Supply Code (FSC) is 7030, and the Small Business Size Standard is $38,500,000.00. The estimated ceiling amount is $450,000.00. The USPTO seeks to award a contract to provide a legal document management system to benefit the USPTO's core business mission, which is the examination, granting, and dissemination of patents and trademarks. The USPTO is an agency comprised of approximately 14,000 employees and contractor support personnel located in Alexandria and Arlington, VA and other hoteling locations. The USPTO is seeking information from contractors capable of supplying and implementing a Legal Document Management System. The Contractor shall provide COTS software to fulfill USPTO's current and future requirements for a USPTO Legal Document Management System. The core services required include the software, implementation, training and maintenance. This software will need to be a turn-key solution and not require code modification from the vendor to implement. The vendor will support 30-60 users by providing installation and configuration; training; and may be required to perform a data migration of cases from our current case management system. The desired system will enable the office to meet its business needs for searching and retrieving data and information without relying on keyword searching as the only search criteria. This RFI is not a request for proposals/quotes and the USPTO is not committed to award a contract pursuant to this announcement. Contractors are hereby notified that as a result of USPTO's exemption from the Competition in Contracting Act, the subject requirement may be procured using the Alternative Competition Method in accordance with the Patent and Trademark Office Acquisition Guidelines (PTAG) 6.1.3 Simplified Acquisition Procedures for Commercial Items and the Patent and Trademark Office Efficiency Act, 35 U.S.C. 2(b)(4)(A). If the PTAG Competition Method is used, the solicitation may only be issued to those determined to be capable of providing the required services or products. This determination will be made based on USPTO's market research, including the responses to this RFI. The information from this RFI is for planning purposes only and will assist the USPTO in planning its acquisition strategy. This is strictly market research and the USPTO will not pay for any costs incurred in the preparation of information for responding to this RFI. The requirements are listed in Attachment 1 - Office of General Counsel Legal Document Management System Requirements. These requirements are not limited to the listed criteria. Please review the requirements and describe how your solution shall fulfill them. SUBMITTAL OF CAPABILITY STATEMENT: Please submit capability statement electronically in your own format to include Name of Organization, DUNS Number, Address, Point of Contact (POC), POC E-mail Address, and POC Phone Number. Please ensure responses do not exceed 20 pages and are submitted in a single document, preferably Portable Document Format (.pdf). Responses shall be in sufficient detail to allow the USPTO to assess the capability/interest of your organization to meet requirements for Legal Document Management System, including: •· Relevant and recent experience in the past three (3) years •· Whether or not organization would team as Prime Contractor or Subcontractor if such a solicitation were issued •· Which type of business, if applicable, your organization is, as registered and validated at the System for Award Management (SAM) at https://www.sam.gov •ü Small Business (SB) [if not one of the categories listed below] •ü 8(a) Small Business (8A) •ü HUBZONE Small Business (HUB) •ü Service Disabled Veteran Owned Small Business (SDVOSB) •ü Small Disadvantaged Business (SDB) •ü Veteran Owned Small Business (VOSB) •ü Women Owned Small Business (WOSB) •ü Large Business (LB) •· GSA Federal Supply Schedule or GWAC Contract Number if your organization has one •· Whether or not organization could provide the following capabilities: Ability to provide automated solutions and/or Ability to meet all, or a portion of, the requirements If your organization can only fulfill a portion of the requirements outlined above, please identify the requirements you can fulfill. The due date for submission of this information is 5:00 PM Eastern Standard Time (EST) on April 20 th, 2018. All submissions shall be submitted electronically to Hope Smith, Contracting Officer, at hope.smith@uspto.gov. On subject line of e-mail, please indicate Capability Statement - ACQ-18-0699 Legal Document Management System. No phone calls please. No evaluation letters will be issued to organizations submitting capability statements. Responses marked "Proprietary" will be handled accordingly. This notice is not a request for competitive proposals. Contracting Office Address: United States Patent and Trademark Office Office of Procurement 600 Dulany Street, MDE 7C03 Alexandria, VA 22314-5791 Place of Performance: United States Patent and Trademark Office 600 Dulany Street Alexandria, VA 22314-5791 Primary Point of Contact: Hope Smith Contracting Officer hope.smith@uspto.gov 571-272-6565 <img style="overflow: hidden; cursor: hand; height: 16px; width: 16px; vertical-align: middle; white-space: nowrap; right: 0px; position: static !important; float: none; left: 0px; margin: 0px; display: inline; top: 0px; bottom: 0px;" title="Call: 571-272-6565" src="data:image/png;base64,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" alt="" />
 

Web Link

FBO.gov Permalink
(https://www.fbo.gov/spg/DOC/PTO/OPDC20220/ACQ-18-0699/listing.html)
 

Place of Performance

Address: United States Patent and Trademark Office, 600 Dulany Street, Alexandria, Virginia, 22314-5791, United States

Zip Code: 22314-5791
 

Record

SN04899959-W 20180427/180425230552-61ef9b28d20799dd8d06f96a58919656 (fbodaily.com)
 

Source

FedBizOpps Link to This Notice
(may not be valid after Archive Date)

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