Social Security Administration, Deputy Commissioner for Finance, Assessment and Management, Office of Acquisition and Grants, 1710 Gwynn Oak Avenue, Baltimore, MD, 21207-5279

70 -- NATIONAL DOCKETING/MGMT. INFORMATION SYSTEM SOL Reference-Number-NDMIS-OO DUE 121699 POC Madeline Tims, Contract Specialist, Phone 410-965-9488, Fax 410-966-5982, Email madeline.tims@ssa.gov WEB: Visit this URL for the latest information about this, http://www.eps.gov/cgi-bin/WebObjects/EPS?ACode=R&;ProjID=Reference-Num ber-NDMIS-OO&LocID=2422. E-MAIL: Madeline Tims, madeline.tims@ssa.gov. This is a request for information. The Social Security Administration (SSA) is seeking qualified potential sources to provide software products that will enable the Office of General Counsel (OGC) to create and implement a National Docketing/Management Information System (NDMIS). OGC is responsible for providing legal advice to SSA on a variety of issues including program litigation cases that involve benefit claims; general law matters that involve litigation and legal advice on a full range of personnel litigation and miscellaneous non-program business issues; and, various Social Security program policy and legislative matters. As part of the program litigation workload, OGC anticipates new federal court case filings of over 15,000 cases per year in addition to the pending workload of more than 20,000 open litigation cases. This anticipated workload is in addition to the workload for general law and policy and legislative matters, which numbers over 1500 new matters per year and is expected to increase. The NDMIS must be accessible and available to more than 500 users in all of OGC_s 12 offices, which include OGC Headquarters in Baltimore, Maryland; the Answer Unit in Falls Church, Virginia; and ten Regional offices across the country. The product(s) must be fully compatible with OGC_s current technical architecture environment. The client components include Intel Pentium 100 MHz+, 32 MB+, 1.2 GB+, Olicom 16 mbps Token Ring Card, Windows NT 4.0 SP4 workstation, 15 and 17 inch monitors, resolution settings at 800 x 600 (small fonts), Microsoft Internet Explorer 3.01, 4.01, and 5, and Microsoft Office 97. The server components include Intel Pentium 400-500 CPU (single or dual) processor, 260+ MB RAM, 9+ GB hard drive, Olicom Token Ring Network Card, Windows NT 4.0 SP4; UNIX, IIS 4.0 Web Server, Microsoft Exchange 5.5 SP2, Oracle (7.3, 8.0) on HPUX V10.20 or DB2 (mainframe). The network components include 56 kbps, T1, T3 WAN speed, and 16 mbps (local ring speed). The product must be compatible with TCP/IP, support ODBC connectivity, and interface with Outlook and Microsoft Exchange. The product(s) must be 32-bit client/server applications and must be Year 2000 compliant. OGC prefers that the NDMIS product be web-based. The NDMIS also must interface with OGC_s web-based Legal Document Bank. 1. The vendor must list each product name of the MATTER MANAGEMENT/DOCKETING family of products, current version release, and a brief description. List only generally available (GA) releases, not versions in development or testing. If more than one product, provide the following information separately for each product. 2. The vendor must identify the user-interface components of the product. Include GUI, Help, debugging, customization, font size and visual controls (e.g., zoom and scaling), and other features, as appropriate. 3. The vendor must describe the administrative facilities included in the product. These may include, but are not limited to, facilities for adding users, defining security levels for users, creating newwindows and new fields within existing windows, updating _pick lists,_ and archiving records. 4. The vendor must describe the manner in which the Matter Management/Docketing product will meet the following requirements. If customization to the base product is required to achieve the process described below, identify the amount and level of effort of customization required (e.g., parameter modifications, code changes and recompilation, etc.) If additional modules of the product are required to be added to the base product to achieve the process described below, identify the additional modules. If the product is required to integrate with additional third-party products to achieve the process described below, (1) identify the third-party product(s); and (2) describe briefly the method and level of integration. (a) Matter Management. OGC must track items of information specific to various legal matter types that it will maintain in the system. The number of distinct matter types and the approximate number of items of information per matter type are described below. In addition, the preferred number of screens per matter type is identified. i. OGC must track approximately 15 items of information for every matter in the system in addition to the number of items below for the specific matter types. ii. OGC must track approximately 70 additional items of information for the first matter type. OGC would prefer to track these 70 items in at least two separate screens_the first containing approximately 20 items, representing the most important items, and one to four additional screens containing the remaining approximately 50 items. iii. OGC must track approximately 50 additional items of information for the second matter type. iv. OGC must track approximately 40 additional items of information for the third matter type. v. OGC must track approximately 10 additional items of information for the fourth matter type. vi. OGC also must track at least three additional specialized matters. OGC must track up to 20 additional items of information for each additional specialized matter. (b) Docketing and Calendaring. OGC requires an automated method of tracking a legal matter_s upcoming events and due dates to ensure that it may timely respond to impending case deadlines and to facilitate workload balancing. Accordingly, OGC requires an automated docketing feature with the following characteristics that will track the upcoming events and due dates for a legal matter: i. OGC requires an automated event rule feature that automatically will schedule due dates and upcoming events based on event rules specific to a matter type or jurisdiction and that will factor weekends and holidays into the automated due date/upcoming event calcualations. ii. OGC requires the ability to have an entered event trigger and docket (onto the appropriate calendars) other related events; and must be able to easily add, modify, and delete specific events and entire event triggering rules. iii. OGC requires that the docketing feature automatically maintain the upcoming events and due dates in a graphical calendar display. iv. A calendar must be maintained for each legal matter, each individual staff member, and other OGC-defined entities such as regions, branches, and departments. The calendars of all entities related to a matter must be updated with the ucpoming events and due dates that occur in the matter. v. OGC desires the capability for the system to automatically send _tickler_ reminders of upcoming events, e.g., via e-mail. (c) Event Tracking. OGC requires an automated method of tracking current events that occur with respect to a legal matter and to maintain a history of matter events. OGC requires the event tracking feature to have the following characteristics: i. OGC requires the ability to track incoming items (e.g., Complaints and Court Orders) and the dates on which they were received or filed; outgoing items (e.g., Court Briefs, Requests for Interrogatories, Legal Opinions) and the dates on which they were released from OGC; and communications (e.g.,telephone calls, e-mail, facsimiles) between OGC and other entities. ii. OGC must have the ability to easily customize the list of events tracked. iii. OGC must have the ability to obtain an event history of a legal matter by, for example, viewing the events that have occurred in the legal matter. (d) Time Tracking and Budgeting. OGC requires the ability to track the time spent on legal matters for the purposes of reporting the effort expended on various tasks and to assist with workload and staffing projections. The product should permit OGC to specify and modify the activities to be tracked. (e) Document Management and Assembly. OGC desires the ability to electronically associate documents with their corresponding legal matters and to view those documents from within the software. This feature will enable any authorized user to view an OGC-created document from any workstation, even if the user is not physically proximate to the server on which the document is stored. In addition, OGC desires the ability to maintain boilerplate and fill-in-the-blank documents that may be used to produce finished documents when merged with information from the matter management database. (f) Querying and Reporting. OGC requires that the product provide management information reports concerning assignments, due dates, workload, and productivity. OGC must be able to query and use in reports any data element stored in the Matter Management/Docketing system. The product must provide a simple query interface and the ability to create an unlimited number of pre-defined, or canned, reports. The reports should be able to be created with features such as headers and footers; a variety of sorts or multi-level sorts; computed expressions; and user-defined break levels and groupings. 5. The vendor must provide a descriptive overview of the product architecture. Identify whether the architecture is multi-tiered, whether it is a 32-bit application, and whether it is web-based. Identify the programming languages in which the product is written and describe why those languages were selected. Provide a pictorial of the architecture and indicate where each product component fits within that architecture. Include a list of all platforms supported, system requirements, and network requirements. Identify any additional software required, such as drivers or middleware and whether those items are provided with your product or must be acquired separately. For any additional software, specify the release level and any other requirements. 6. The vendor must explain the security mechanisms within the product. Show how these mechanisms interact with database security facilities and systems security facilities. Identify specifically whether the product can interact with the Top Secret security facility for MVS, if applicable, and in which ways. Specify the same for the security features of DB2/MVS and Oracle on a server. State whether the product provides matter-level, window-level, record-level, and field-level security, and describe these security levels. 7.The vendor must describe each technical process the product performs, specifying where it is performed, how it is initiated, how it makes use of system resources, the network services required, and other factors related to operations. Include descriptions of the techniques that have been applied to optimize query processing or maximize performance, for example. 8. The vendor must describe an implementation of the product at a customer site with a high-volume, large database (>60,000 records) environment that is geographically diverse. Specify such items as the number of concurrent users, the amount of data transported between systems, and the size and frequency of loads and updates to databases. 9. The vendor must identify the number of installations of the product and the type and number of government customers for the product. State the company_s market shares, define the market to which it is referring, and specify the calculations used to arrive at the market share figure. State the number of years the company has been in business and the number of years it has been in the Matter Management/Docketing business. Also, provide company revenue totals for the past two years. Interested vendors able to provide the required software are invited to submit information in sufficient detail to demonstrate their ability to meet SSA_s requirements. Vendors responding should indicate whether the candidate products are available on the GSA schedule. Cross-reference to previously submitted material is discouraged. No cost or pricing data is required or requested. This is not a request for proposals (RFP) and the Government does not intend to pay for information submitted. Respondents will not be notified of the results of the evaluation of the data received. No contract award will be made on the basis of responses received; however, this information will be used in SSA_s assessment of capable sources. Responses to this notice should be submitted in duplicate within 15 days of the publication of this notice and should refer to _National Docketing/Management Information System._ Requests for copies of a solicitation will not be honored or acknowledged. Posted 12/01/99 (D-SN404681). (0335)

Loren Data Corp. http://www.ld.com (SYN# 0237 19991203\70-0004.SOL)