Department of Transportation, United States Coast Guard (USCG), Commandant (G-ACS), U.S. Coast Guard Headquarters, 2100 Second St., SW, Washington, DC, 20593-0001

70 -- 70-CASE AND MATTER MANAGEMENT AND TIMEKEEPING (LEGAL SOL DTCG23-00-R-HO3001 DUE 121599 POC Christopher Burroughs, Contract Specialist, Phone (202) 267-2519, Fax (202) 267-4019, Email cburroughs@comst.uscg.mil -- Cliff Davis, Contracting Officer, Phone 202-267-6201, Fax 202-267-4019, Email WEB: Visit this URL for the latest information about this, http://www.eps.gov/cgi-bin/WebObjects/EPS?ACode=P&;ProjID=DTCG23-00-R-H O3001&LocID=14. E-MAIL: Christopher Burroughs, cburroughs@comst.uscg.mil. This is a combined synopsis/solicitation for commercial items prepared in accordance with the format in FAR Subpart 12.6, as supplemented with additional information included in this notice. In accordance with FAR Part 19.502-2 this procurement is a 100% small business set aside. The announcement constitutes the only solicitation; proposals are being requested and a written solicitation will not be issued. This solicitation will incorporate provisions and clauses that are in effect through Federal Acquisition Circular 97-14. The Standard Industrial Classification code is 7372 and the Size Standard is 18 Million dollars. The contractor shall provide all necessary labor, materials and equipment required to provide commercial off the shelf application for a case and matter management and timekeeping system in accordance with the Statement of Need (SON) that is available upon request. The requirements listed herein are not all inclusive and the Statement of Need should be reviewed to definitively assess the requirement. The required database system shall be currently accessible through a web interface and shall use ORACLE Version 8.0.5 or 8i as the database engine. It shall be prepared for legal office management, as is it to be used by United States Coast Guard lawyers and their staffs. It shall be capable of tracking the following: Matters, Contacts Events, Events with Matters, Organizations, Conflict Checking, Descriptive Information About a Given Matter Event date, Due date and a short narrative and Time against given matters. The application shall have a timekeeping function. The Contractor using Section 4, Table 1 of the SON for guidance, will propose required verification methods in their proposal. The following methods may be utilized to accomplish verification: An element of verification that uses established mathematical models or simulations, algorithms, charts, graphs, circuit diagrams or other scientific principles and procedures to provide evidence that stated requirements were met. An element ofverification which generally denotes the actual operation, adjustment or reconfiguration of items to provide evidence that the designed functions were accomplished under specific scenarios. The items may be instrumented and quantitative limits of performance monitored. An element of verification and inspection consisting of investigation, without the use of special laboratory appliances or procedures, of items to determine conformance to those specified requirements which can be determined by such investigations. An element of verification and inspection that generally denotes the determination, by technical means, of the properties or elements of items, including functional operations, and involves the application of established scientific principles and procedures. Test samples may undergo any or all of the tests listed in Section 4, Table 1 of the SON and verified for compliance with any or all of the requirements of the system. The contractor may propose alternative test methods, techniques, or equipment, including the application of statistical process control, tool control, or cost-effective sampling procedures. Test samples shall meet all test and verification criteria. The standard and ad hoc reports will be run against the test data provided by the government to ensure the reports are working properly. This requirement shall be verified within the CGSW environment, Exchange 5.5, Office 97, Outlook 97, and Microsoft Internet Explorer 4.0. The minimum workstation hardware within the CGSW environment is currently an INTEL Pentium 120 MHz-computer system with 32 megabytes (MB) of random access memory (RAM). No application software executable code can be installed on the client workstation. All applicable executable code must reside on the server. The contractor shall provide training for the administrators of the database and _train the trainer_ training for approximately 25 individuals in a classroom environment. The contractor shall provide all training materials. The following provisions are incorporatedby reference: 52.212-1, Instructions to Offerors_Commercial Items, the following instructions are added as an addendum to this clause: Submit offers in two separate volumes as follows: Volume I, Technical Proposal_Include all technical information required for evaluation, excluding any reference to cost/price. Divide the technical volume into the following areas, Technical Approach Area, Past Performance, and Qualifications/experience of the trainers proposed. Demonstrate compliance with all minimum technical requirements (SON, Part 3). Describe features and any data right restrictions impacting portability, and the maintenance plan (see SON, Part 3.9.9). Enclose a copy of the standard maintenance agreement. Include proposed delivery schedule. Training program -- describe program coverage, length of course, materials furnished and provide resumes of instructor. Past performance _ include length of time software has been available commercially, market volume, extent of usage by customer of comparable size, describe any corporate programs designed to ensure customer satisfaction, provide results of customer surveys and provide a minimum of 3 points of reference for customers of comparable size. Volume II, Price Proposal_ due to availability of space the description of the price proposal has been included in the SON, Part 2.4. Offerors that demonstrate their ability to meet the minimum technical requirement will be invited to conduct a demonstration of their product to evaluate validation factors as stated below. Demonstrations will be held at the U.S. Coast Guard Headquarters facility in Washington, D.C. Maximum time limitation for the demonstration is four hours. In accordance with FAR 52.212-2, Evaluation_Commercial Items, the Government will award a contract resulting from this solicitation to the responsible offeror whose offer, conforming to the solicitation, will be most advantageous to the Government, price and other factors considered. The following factors shall be used to evaluate offers: Technical Approach_(a) system compatibility; (b) web application, (c) legal orientation, (d) service life, (portability is considered an _exceeds_ area), Maintenance Performance Factor (availability and features covered are considered _exceeds_ areas) Past Performance_(a) design & manufacture of software applications (b) experience on comparable projects within the past three (3) years (customer satisfaction, market acceptance in legal community and effort to ensure customer satisfaction are considered _exceeds_ areas); Training (qualifications, thoroughness and flexibility are considered _exceeds_ areas) and Price. These factors are stated in their descending order of importance, all subfactors are equal within a given factor. The requirement of FAR 52-212-3, Offeror Representations and Certifications_Commercial Items and 52-212-4, Contract Terms and Conditions_Commercial Items and 52.212-5, Contract Terms and Conditions Required To Implement Statutes or Executive Orders_ Commercial Items must be submitted with offer. A copy of the Representations and Certifications is available upon request. The following FAR Clauses under FAR 52.212-5 paragraph (b) (FAC 97-11) are applicable to this acquisition: 52.203-6, 52.219-8, 52.222-21, 52.222-26, 52.222-35, 52.222-36, 52.222-37, and 52.232-33. Additionally, FAR clauses, 52.217-9 (inserts to read _preceding year_ and _5 years_), 52.217-5, and 52.217-7 (insert to read _within the contract performance period_) are included. NOTICE TO OFFERORS_SOLICITATION OMBUDSMAN PROGRAM It is the policy of the Coast Guard to issue solicitations and make contract awards in a fair and timely manner. To further this policy, the Commandant has created the position of Solicitation Ombudsman who is empowered to investigate issues raised by prospective offerors and resolve them, where possible, without expensive and time-consuming litigation. Potential offerors who believe that a Coast Guard solicitation is unfair or otherwise defective should first direct their concerns to the cognizant contractingofficer. If the contracting officer is unable to satisfy the concerns, the offeror should then contract the Coast Guard Solicitation Ombudsman at the address below: Commandant (G-CPM-S/3) 2100 Second Street, SW Washington, DC 20593-0001 Telephone (202) 267-2285 FAX (202) 267-4011 Offers are due Dec 15,1999, 3:00 p.m. to: Commandant (G-ACS-1A/CMB), U.S. Coast Guard Headquarters, 2100 Second St, SW, Washington, DC 20593-0001, Attn: Christopher M. Burroughs. For information regarding this solicitation, please call Ms. Burroughs at (202) 267-2519 or e-mail at Cburroughs Posted 11/26/99 (D-SN403749). (0330)

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