SYNOPSIS ONLY - Litigation Support Services
ID: 2031JW25N00003Type: Presolicitation
Overview

Buyer

TREASURY, DEPARTMENT OF THEOFFICE OF THE COMPTROLLER OF THE CURRENCYCOMPTROLLER OF CURRENCY ACQSWASHINGTON, DC, 20219, USA

NAICS

Administrative Management and General Management Consulting Services (541611)

PSC

SUPPORT – ADMINISTRATIVE: ELECTRONIC RECORDS MANAGEMENT SERVICES (R617)

Original Source

https://sam.gov/opp/394fc41161094a2e9e49cd3ee1a274f1/view
Timeline
    Description

    The Department of the Treasury, specifically the Office of the Comptroller of the Currency (OCC), is seeking to procure Litigation Support Services (LSS) focused on electronic discovery (eDiscovery) solutions through a single-award contract. The primary objective is to enhance the OCC's capabilities in managing legal matters, including responses to subpoenas and civil litigation, by utilizing advanced technologies such as the RelativityOne Government tool for efficient data collection and processing. This contract will span five years, including four optional 12-month periods, with an anticipated solicitation release between October and November 2024. Interested parties can direct inquiries to Anethra Facione at Anethra.Facione@occ.treas.gov or by phone at 202-649-0000.

    Point(s) of Contact
    Anethra Facione
    (202) 649-0000
    Anethra.Facione@occ.treas.gov
    Files
    Title
    Posted
    Attachment B - IPP.pdf
    This document outlines the Incident Management Priority process for IT incidents within the OCC computing environment, as part of Request for Proposal (RFP) 2031JW21R00006. The main objective is to standardize incident prioritization by evaluating incidents based on their impact and urgency. The process comprises a four-step methodology that assigns numerical values to both impact (rated 0-4) and urgency (rated 0-3), leading to a defined priority level through a priority matrix. Key concepts include the classification of incidents based on the breadth of their impact, from catastrophic events affecting entire organizations down to issues impacting single users, and urgency, which reflects the degree to which business processes are disrupted. Incidents are then categorized into four priority levels: Critical, High, Medium, and Low, ensuring that incident resolution occurs in an orderly and efficient manner. The document emphasizes compliance with these standards, mandating no deviations from the priority matrix unless formally revised. This structured approach aims to facilitate effective incident management and promote continuity in business operations across IT support groups.
    Attachment C - CODRD.pdf
    The document outlines the requirements for data return and destruction related to the OCC (Office of the Comptroller of the Currency) under Solicitation 2031JW25Q00010. It emphasizes the need for all copies of data provided by the OCC to be returned upon request, along with the option for complete data destruction without return. The data destruction process must adhere to industry best practices to ensure that recovery or reconstruction of the data is impossible. The certificate must be signed by the Data Custodian and an IT Representative, affirming that all data files have been adequately managed and deleted, including in backup systems. The completion of this process is critical for compliance with the Data Use Agreement (DUA) and ensures the confidentiality and security of sensitive data following project conclusion. These measures reflect the governmental commitment to data integrity and security within the context of federal grants and RFPs.
    Attachment D - QASP.docx
    The Quality Assurance Surveillance Plan (QASP) outlines the procedures for monitoring the performance of the Contractor for Litigation Support Services (LSS) at the Office of the Comptroller of the Currency (OCC) under RFQ 2031JW25Q00010. This five-year contract encompasses data migration, eDiscovery support, operational maintenance, and project management. The QASP defines performance standards, roles, and responsibilities, emphasizing the Government's commitment to ensuring quality through regular assessments and surveillance methodologies, including daily interactions, bi-weekly status meetings, and various inspection techniques. Key elements include establishing Acceptable Quality Levels (AQLs), monitoring contractor deliverable timelines, and a structured process for evaluating contractor performance, including customer feedback and corrective actions for deficiencies. The document establishes a framework for continuous oversight, ensuring timely communication of performance issues, with mechanisms for reporting and resolving concerns. The performance assessment approach includes quarterly reviews leading to an annual evaluation, promoting accountability and high-quality service delivery within the federal regulations context. This QASP serves as a living document aimed at adapting to contractor performance fluctuations while safeguarding Government interests in contract execution.
    Attachment F - PSP-F.xlsx
    The Project Staffing Plan Template from FEDSIM, part of GSA, FAS, AAS, outlines the structured requirements for staffing during various project periods under government contracts. The template specifies that all proposed staff must be listed across all performance periods, including those not actively contributing at all times. Detailed guidance is provided for documenting functional roles, qualifications, security clearances, and key personnel designations for each individual, ensuring clarity about responsibilities and expertise. Each proposed personnel entry is to be listed separately, to reflect accurate labor hours and roles. The instructions emphasize maintaining the integrity of the spreadsheet format and fulfilling qualifications only upon first mention in the tables. This document serves as a crucial tool for federal RFP responses, ensuring compliance with labor category specifications and personnel qualifications essential for successful project execution.
    DRAFT--PWS_v.2.2_LSS 2025.docx
    The Office of the Comptroller of the Currency (OCC) seeks to acquire Litigation Support Services, particularly focused on electronic discovery (eDiscovery) solutions, under a single-award contract for up to five years. This initiative is managed by the Chief Counsel’s Office, which oversees legal practice areas, including Litigation and Enforcement, employing around 160 attorneys. The contract aims to enhance the agency's capabilities in handling legal matters by utilizing advanced technologies to collect and process defensible data. The scope of work encompasses day-to-day operational support for the right-side stages of the eDiscovery process, technical support for the RelativityOne Government platform, project management, quality control processes, and data management upon case closures. The contract includes a detailed deliverables schedule, emphasizing timely processing and production of documents. Additionally, it outlines essential personnel qualifications, quality assurance measures, and strict adherence to security and privacy requirements, ensuring compliance with federal regulations. This RFP highlights the government's commitment to efficient and effective legal support services, leveraging technology to meet the demands of litigation and regulatory inquiries.
    Lifecycle
    Title
    Type
    SYNOPSIS ONLY - Litigation Support Services
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