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70 -- CASE MANAGEMENT SYSTEM SOL 1-011-OA.1144 DUE 082400 POC Marie W. Hamann, Purchasing Agent, Phone (757) 864-2258, Fax (757) 864-7709, Email m.w.hamann@larc.nasa.gov -- Susan E. McClain, Contracting Officer, Phone (757) 864-8687, Fax (757) 864-8863, Email s.e.mcclain@larc.nasa.gov WEB: Click here for the latest information about this notice, http://nais.msfc.nasa.gov/cgi-bin/EPS/bizops.cgi?gr=D&pin=23#1-011-OA.1144. E-MAIL: Marie W. Hamann, m.w.hamann@larc.nasa.gov. This notice 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. This announcement constitutes the only solicitation; quotes are being requested and a written solicitation will not be issued. This procurement is being conducted under the Simplified Acquisition Procedures (SAP). CASE MANAGEMENT SYSTEM FOR FIFTEEN (15) USERS. Functional Requirements: A. Case Management, including the ability to: a) cut and paste relevant text directly into the system from any electronic research source, b) track any case-related document by dragging-and-dropping onto the matter and automatically loading the document along with the appropriate application, c) perform full text searching recognizing all popular file formats, d) synchronize with PalmPilot, e) view on one screen all documents sent and received, f) perform full-text indexing of word processing documents, g) perform searches using natural language, fuzzy searching, phonic searching, stemming, and synonym searching, h) automatically shadow word processing documents to the local hard drive, i) catalog images, spreadsheets, charts, videos and audio clips, j) use drag and drop customization for custom fields documents and reports, k) ability to display on one tabbed screen a list of all matters with their accompanying case information including at least client, description, status, and matter ID, l) for a selected matter, simultaneously display history of events related to the case, including open and completed docket items, reminders, notes and documents, and m) the ability to customize its database through unlimited custom tabs and fields. B. Contact Management, including: a) a central address book with an unlimited number of client contacts for each case, b) automatic tracking of addresses, carbon copies and blind copies, c) the ability to generate multiple document versions, each with its own custom addressing and information, and immediately see recipients for any document related to a case, d) the ability to display on one tabbed screen a list of all contacts with their accompany information including at least company, class, title and phone numbers, and e) the ability to customize its database through unlimited custom tabs and fields. C. Conflicts Searching, including the ability to: a) find related parties, every case they are related to, and any other contact with whom they're associated, b) do automatic conflict checks based on the file opening information, and c) ability to search all custom fields in addition to standard fields. D. Docketing, including: a) rules-based calendaring, b) 16 pages of free-form notes on each docket event that automatically appear as part of e-mail reminders and notations on the Outlook calendar, c) calendar integration with Outlook to have group scheduling and multiple views including daily, weekly, monthly, group, side-by-side, and master; d) the ability to always docket within the context of a case, e) the ability to relate docketing back to the source department, f) the ability to link all persons involved to each docket event, ensure they receive all corresponding reminders and track responsible persons, g) the ability to review all events for which a person is responsible or all uncompleted tasks on a case, h) the ability to track the location of each docket event, i) the ability to track an unlimited number of reminders for each docket event, j) the ability to schedule unlimited reminders and have them sent to the appropriate person via Eudora e-mail, k) the ability to use any browser to view the events, l) the ability to attach notes to docket events, documents, or each other, and m) the ability to change one date and automatically cascade down to all related events and reminders. E. Relationship Management, including: a) the ability to track an unlimited number of contacts, each with an unlimited number of addresses, phone numbers and related cases, b) the ability to track e-mail and web page addresses and launch directly to Eudora 4.0 and Netscape 4.7 or Internet Explorer, c) unlimited categories to classify contacts, d) notes capability in the contacts, e) unlimited number of custom tabs and fields, f) different tabs of custom fields that appear only for appropriate types of cases, and g) the ability to attach a name from the contact manager to a mailing list. F. Task Management a) the ability to track unlimited non-court related tasks such as "to do's", and b) the ability to sort tasks by date, event class, professional G. 32-bit SQL and n-tier architecture H. Web Portal providing authorized users controlled access to system via the Internet from any web browser, including the ability to check case status on-line and check documents in and out. I. Legalex Court Rules J. Built-in Integration with Outlook, Eudora, Microsoft Word 95, Word 97, Word 2000 and WordPerfect 8, Excel, PowerPoint, Adobe PDF Writer, and Netscape. K. Built-in Worldox Integration, including the ability to: a) create a document and have the profile automatically filled out, and b) add new clients and matters in the case management system and have them automatically appear in document management system. L. Built-in Hot Docs Integration, including the ability to: a) create event-driven document assembly, and b) create forms using word processing and using any fields by clicking and dragging the fields into the document. M. Records Management, including the ability to: a) use portable bar coding to track all the physical files that go with cases, b) customize file labels using drag-and-drop report writer, and c) keep a file location history. N. Report Writer, including the ability to: a) design custom reports using drag-and drop and e-mail via Eudora, b) perform natural language queries, c) save queries for future reference, d) preview a report on-screen before printing, e) use custom fields in the reports, and f) view reports with other applications, in addition to the provided case management system. O. System Administration a) Menu Interface for setup of user accounts, b) System Startup/Shutdown and Performance Tools, c) Security Management at the field, table, screen, user, group and web portal levels, d) System Logging on access and updates, and e) Batch Processing. Training, Maintenance and Consulting Requirements A. Front Office Administrative Training (two days, up to two people). B. Front Office On-Site Project Scoping, Definition and Training (six days). C. Data Conversion from ASCII files -- i.e., clients, matters, docketing. D. Import Routine from TechTracs to routinely and automatically export designated fields from TechTracs to the case management system. System Requirements A. Database Management System -- MS SQL Server B. Client Systems Operating System -- Windows NT and Windows 2000, Mac OS using Virtual PC Processor -- Intel Pentium III with min 100M, Mac G4 The provisions and clauses in the RFQ are those in effect through FAC 97-19. This procurement is a total small business set-aside. See Note 1. The SIC code and the small business size standard for this procurement are 7374 and $18M, respectively. The quoter shall state in their quotation their size status for this procurement. All qualified responsible business sources may submit a quotation which shall be considered by the agency. Delivery to NASA LANGLEY RESEARCH CENTER is required within 30 days ARO. Delivery shall be FOB Destination. The DPAS rating for this procurement is DO-A7. Quotations for the items(s) described above are due by 4:00 P.M., AUGUST 14, 2000 and may be mailed or faxed to NASA LANGLEY RESEARCH CENTER, MAIL STOP 126, HAMPTON, VA 23681, ATTN: MARIE W. HAMANN (FAX) 757-864-6881 and include, solicitation number, FOB destination to this Center, proposed delivery schedule, discount/payment terms, warranty duration (if applicable), taxpayer identification number (TIN), identification of any special commercial terms, and be signed by an authorized company representative. Quoters are encouraged to use the Standard Form 1449, Solicitation/Contract/Order for Commercial Items form found at URL: http://procure.arc.nasa.gov/Acq/Forms/Index.html to submit a quotation. Quoters shall provide the information required by FAR 52.212-1. If the end product(s) quoted is other than domestic end product(s) as defined in the clause entitled "Buy American Act -- Supplies," the quoter shall so state and shall list the country of origin. The Representations and Certifications required by FAR 52.2l2-3 may be obtained via the internet at URL: http://ec.msfc.nasa.gov/msfc/pub/reps_certs/sats/ FAR 52.212-4 is applicable. FAR 52.212-5 is applicable and the following identified clauses are incorporated by reference: 52.222-21; 52.222-26; 52.222-35; 52.222-36; 52.222-37; 52.225-3 ALTERNATE 1; 52.232.34. The FAR may be obtained via the Internet at URL: http://www.arnet.gov/far/ The NFS may be obtained via the Internet at URL: http://www.hq.nasa.gov/office/procurement/regs/nfstoc.htm Questions regarding this acquisition must be submitted in writing no later than AUGUST 10, 2000. Award will be based upon overall best value to the Government, with consideration given to the factors of proposed technical merits, price and past performance; other critical requirements including delivery as so stated in the RFQ will also be considered. Unless otherwise stated in the solicitation, for selection purposes, technical, price and past performance, and delivery are essentially equal in importance. It is critical that offerors provide adequate detail to allow evaluation of their offer (see FAR 52.212-1(b). Quoters must provide copies of the provision at 52.212-3, Offeror Representation and Certifications -- Commercial Items with their quote. See above for where to obtain copies of the form via the Internet. An ombudsman has been appointed -- See NASA Specific Note "B". It is the quoter's responsibility to monitor the following Internet site for the release of amendments (if any): http://nais.msfc.nasa.gov/cgi-bin/EPS/bizops.cgi?gr=C&pin=23 Potential quoters will be responsible for downloading their own copy of this combination synopsis/solicitation and amendments (if any). Any referenced notes can be viewed at the following URL: http://genesis.gsfc.nasa.gov/nasanote.html Posted 08/15/00 (D-SN486306). (0228)

Loren Data Corp. http://www.ld.com (SYN# 0331 20000817\70-0011.SOL)

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