Court Reporting

The Q&A Worksheet for OCC Court Reporting RFQ (#2031JW26R00003) addresses industry questions regarding a federal government Request for Quotation. Key information provided includes the identification of Diversified Reporting Services, Inc. as the incumbent contractor with contract number 2031JW21C00006 and a value of $1,440,875.00. The document clarifies that there is no specific security clearance required for the RFQ and that 46 proceedings were held in the last 12 months. Additionally, it references 13 CFR 127.506 for requirements concerning Women-Owned Small Business (WOSB) joint ventures, given the 100% WOSB set-aside.

The "Certificate of Data Return and Destruction" form ensures the secure handling and disposal of data provided by the OCC to a Data Recipient, typically a contractor in government RFPs or grants. It mandates that upon request, all data copies and derivative files must be returned to the OCC and destroyed in accordance with NIST SP 800-88 guidelines for media sanitization. No data can be retained unless explicitly authorized. The form requires certification from both the Data Custodian, who confirms the destruction of specified data files and deletion from contractor systems, and an IT Representative, who verifies compliance with data return or deletion protocols. This document underscores the critical importance of data security and privacy in government contracts.

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The provided government file, designated as CUI (Controlled Unclassified Information) Attachment B, outlines critical handling and dissemination instructions for sensitive government information. It mandates that all individuals with access must protect the information from unauthorized disclosure, adhering to 32 CFR Part 2002 and applicable agency policies regarding handling, storage, reproduction, and disposition. The document specifies that access and dissemination are permissible only when consistent with a Lawful Government Purpose and in accordance with applicable laws, regulations, and government-wide policies. This attachment emphasizes the strict controls necessary for safeguarding CUI, ensuring its protection while allowing for necessary and permissible access within a government context.

This Conditional Access to Controlled Unclassified Information Non-Disclosure Agreement outlines the terms for individuals granted access to sensitive government information. Key provisions include the obligation to protect controlled unclassified information (CUI) from unauthorized disclosure or use, strict limitations on sharing CUI without written approval from the Office of the Comptroller of the Currency (OCC), and restrictions on the use of CUI for commercial purposes. The agreement defines CUI as information whose misuse could harm national interests or federal programs, including proprietary and privacy data. It also details conditions for reviewing documents, prohibiting copying, and requiring OCC review of any notes taken. Violations can lead to cancellation of access, denial of future access, civil action, and potential criminal charges. The agreement remains in effect even after the contract concludes and incorporates various federal statutes protecting national security and whistleblowers.

This amendment to solicitation 2031JW26R00003, issued by the Comptroller of the Currency, serves to provide answers to industry questions, update the solicitation document with tracked changes, incorporate revised versions of attachments A, B, C, and E, and extend the due date for quotations to May 26, 2026, at 12:00 PM ET. Offerors must acknowledge receipt of this amendment by completing items 8 and 15 and returning copies, or by separate letter or electronic communication, prior to the new deadline to ensure their offers are considered.

The Office of the Comptroller of the Currency (OCC) is issuing Request for Quotation (RFQ) 2031JW26R00003 for nationwide court reporting services, including digital, stenotype, videographer, and virtual court reporting. This acquisition is set aside for women-owned small businesses under NAICS code 561492. The contract is a hybrid of Labor Hour and Firm Fixed Unit Price line items. Quotations are due by May 21, 2026, at 5:00 PM ET. The contract includes provisions for personal identity verification, option to extend services and term, contractor publicity, minority and women inclusion, electronic submission of payment requests, and evaluation of contractor performance. The period of performance is from July 1, 2026, to June 30, 2027, with four optional one-year extensions. Services must adhere to strict delivery schedules, formatting, accuracy, and authentication requirements for transcripts and video recordings, along with IT accessibility and security mandates, including compliance with NIST SP 800-171 for Controlled Unclassified Information (CUI).

The provided government file, Attachment A of Standard Form 901 (11-18), outlines crucial guidelines for handling Controlled Unclassified Information (CUI). It mandates that all individuals protect CUI from unauthorized disclosure and adhere to 32 CFR Part 2002 and agency policies for its handling, storage, reproduction, and disposition. Access and dissemination of CUI are permitted only when consistent with a Lawful Government Purpose and applicable laws, regulations, and government-wide policies. This document emphasizes the importance of safeguarding sensitive government information, ensuring compliance with federal regulations to prevent misuse and maintain security.

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The “Certificate of Data Return and Destruction” outlines the mandatory procedures for returning and destroying data provided by the OCC. Upon request, all copies of the data and derivative files must be returned to the OCC and destroyed using NIST SP 800-88 compliant methods. No data files or parts thereof are to be retained unless explicitly authorized. The form requires certification from both the Data Custodian and an IT Representative, confirming that all electronic files have been deleted, backup tapes will be overwritten within a specified number of days, and all copies will cease to exist in any environment. This document ensures the secure and complete disposal of sensitive government data, critical for compliance in federal contracts and grants.

This document is a Conditional Access to Controlled Unclassified Information Non-Disclosure Agreement (NDA) for individuals granted access to sensitive U.S. Government information under a specific contract. The agreement outlines the recipient's obligation to protect controlled unclassified information from unauthorized disclosure or use, defining such information as anything that could adversely affect national interest, federal programs, proprietary interests, or individual privacy. Access is contingent upon signing this NDA and is solely for work performed under the specified contract. Recipients are prohibited from divulging information without written OCC authorization and must seek prior approval for any proposed disclosure or use, including submitting written works for security review. The agreement also specifies that any royalties from unauthorized disclosures are assigned to the U.S. Government. Review of documents must occur in secure facilities, with no copying permitted, and notes remain at the OCC for secure storage or review for redaction. Violations can lead to cancellation of access, future denial of access, civil action, and potential criminal charges. The agreement remains in effect indefinitely unless a written release is provided, and it does not supersede other secrecy or non-disclosure agreements.

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Attachment 1 outlines the Initial Staffing Plan, a mandatory proposal deliverable for government solicitations. Offerors must complete and certify a table detailing staffing for base and option periods. The plan requires information such as employer company, labor category and type, employee names, unique IDs, estimated level of effort (in hours or FTEs), work location, and contact information. This attachment emphasizes the need for transparency and detailed planning in staffing, ensuring compliance with federal, state, and local RFP requirements. The document also specifies marking sensitive information as "CUI//SP-PRVCY," highlighting data privacy and security protocols.

The Office of the Comptroller of the Currency (OCC) Administrative Office – Acquisitions Management (AQM) is requesting assistance in evaluating potential contractors for Court Reporting Services (RFQ# 2031JW26R00003) by collecting past performance information. This document outlines the instructions for both quoters and their references on how to complete the Past Performance Survey. References for federal government contracts are asked to provide their most recent Contractor Performance Assessment Report (CPAR) or advise AQM if their CPARs are entered into CPARS for direct retrieval. For non-federal contracts, references must complete the attached survey, using the provided rating scale (Excellent, Good, Satisfactory, Poor, Unsatisfactory, Not Applicable). The survey assesses factors such as quality of product/service, timeliness, business relations, and problem resolution, and also includes questions about cure notices, option exercise intent, and overall recommendation for future awards. Completed surveys must be sent directly to the AQM contact via email by 12:00 AM ET on Friday, April XX, 2026. All information is protected as For Official Use Only/Procurement Sensitive consistent with FAR 3.104.

The Office of the Comptroller of the Currency (OCC) issued Solicitation Number 2031JW26R00003 as a Request for Quotation (RFQ) for nationwide court reporting services, including digital, stenotype, videographer, and virtual court reporting. This acquisition is set aside for women-owned small businesses under NAICS code 561492 with a size standard of $34M. The contract is a hybrid of Labor Hour and Firm Fixed Unit Price line items. The base performance period is July 1, 2026, to June 30, 2027, with four one-year options extending services through June 30, 2031. Key requirements include certified court reporters, specific transcript formatting and accuracy standards, and various delivery schedules (Regular, Intermediate, Expedited, Overnight). Contractors must comply with federal clauses regarding identity verification, option extensions, publicity, minority and women inclusion, electronic payment, and controlled unclassified information. The OCC will evaluate contractor performance using CPARS.

The OCC Accessibility Best Practices Guide, Attachment D, outlines procedures for creating 508-compliant Word and PDF documents for federal agencies, as mandated by Section 508 of the Rehabilitation Act. The guide emphasizes using Microsoft Word templates and built-in features for document formatting, including proper use of headings, lists, and alternative text for images. It provides detailed instructions on creating accessible tables, ensuring adequate color contrast, and crafting meaningful hyperlinks. The document also covers using Word’s accessibility checker and setting document properties for proper PDF conversion. For PDFs, it details initial view settings, using Adobe Acrobat's accessibility checker, and manually resolving errors like logical reading order, color contrast, titles, alternate text, and appropriate nesting of tags. The guide aims to help OCC employees create documents that are accessible to people with disabilities, aligning with WCAG 2.1 Level AA standards.