JAGC Estate Planning Software Solution
ID: A043849Type: Sources Sought
Overview

Buyer

DEPT OF DEFENSEDEPT OF THE AIR FORCEFA7014 AIR FORCE DISTRICT OF WASHINGTON PKANDREWS AFB, MD, 20762-6604, USA

NAICS

Software Publishers (513210)

PSC

IT AND TELECOM - BUSINESS APPLICATION SOFTWARE (PERPETUAL LICENSE SOFTWARE) (7A21)

Original Source

https://sam.gov/opp/bbec97bc8e204337b97b18715146146c/view
Timeline
    Description

    The Department of the Air Force is conducting market research to identify a comprehensive Estate Planning Software solution for the Judge Advocate Generals Corps across all military branches. The software is intended to assist approximately 4,600 legal assistance attorneys in generating around 100,000 estate planning packages annually, necessitating a versatile and secure solution that complies with diverse state laws and legal standards. Interested vendors are encouraged to submit capability statements by December 14, 2024, as the information gathered will inform future procurement strategies, with a focus on supporting small businesses. For further inquiries, vendors may contact MSgt Irinieta Tabuyaqona at irinieta.tabuyaqona.1@us.af.mil.

    Point(s) of Contact
    MSgt Irinieta Tabuyaqona
    irinieta.tabuyaqona.1@us.af.mil
    Files
    Title
    Posted
    A043849 Attachment 1 Draft SOO Estate Planning Solution 31 Aug 2024.pdf
    The document is a Draft Statement of Objectives (SOO) issued by multiple branches of the U.S. military and the Coast Guard, focusing on the procurement of a comprehensive web-based estate planning and document generation solution for military legal assistance attorneys. The SOO outlines the need for a secure and scalable solution capable of producing estate planning documents across all U.S. jurisdictions. It emphasizes the varied user base, projected to include thousands of attorneys and paralegals, and aims to reduce administrative burdens by adopting an enterprise-level licensing model. Key objectives include the generation of specific estate planning documents, seamless integration of legal updates, and stringent protections for Personally Identifiable Information (PII). Additionally, the solution is expected to provide robust technical support and include comprehensive training for users. The document underlines the urgency of compliance with legal standards and mandates that the solution must be operational within twelve months post-award. Overall, this initiative reflects the military's commitment to effectively supporting service members' legal needs in estate planning.
    A043849 JAGC Estate Planning Software Solution Request for Information.pdf
    The Department of the Air Force is seeking market research to identify an Estate Planning Software solution for the Judge Advocate Generals Corps across all military branches. This Request for Information (RFI) is intended for information and planning purposes only and does not constitute a solicitation for proposals. The Air Force aims to determine requirements for this software, vital for providing legal assistance to military members and their families. Approximately 4,600 legal assistance attorneys generate around 100,000 estate planning packages annually, necessitating a versatile solution to handle diverse client needs and varying state laws. The Air Force prefers an enterprise-level software solution capable of accommodating additional users as needed. Interested vendors are encouraged to submit a capability statement that reflects their software's ability to meet the outlined requirements. The RFI's response deadline is set for December 14, 2024. The resulting data from this RFI will inform budget decisions and could lead to future procurement strategies, potentially favoring small businesses or competitive bidding processes. The government will not reimburse costs incurred in the RFI response process, and submissions will not be returned to the respondents.
    Lifecycle
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    Type
    JAGC Estate Planning Software Solution
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