Request for Quote Number: RFQ-FOIA-1

This RFQ closes 2 PM, EST, August 13, 2007.

**[Schedule of Supplies, Services, and Prices]{.underline}**

  ------ ------------------ ----------- ---------- ----------- ------------
  CLIN   Description        QTY         Unit       Unit Price  Ext. Amount

         FOIA Case          6           each                   
         Management                                            
         Software licenses                                     
         as described in                                       
         the attached                                          
         specification                                         

         Installation       1           Lot                    

         User Manuals       NTE 15      each       NSP         NSP

         Systen Admin Guide 2           each       NSP         NSP

         Maintenance        12          Months                 

                                                               
  ------ ------------------ ----------- ---------- ----------- ------------

Please fill in the above Schedule of Supplies Services and Prices. If
the line items listed do not correspond with what you are quoting,
please provide as many line items as you need using the same format as
shown above.

**[Central Contractor Registration Requirement (CCR): Company must be
registered on CCR in order for an award to be made to it. Companies may
register at]{.underline} [www.ccr.gov](http://www.ccr.gov/)[.
]{.underline}**

**[Vendor Representations and Certifications: Vendors]{.underline} must
indicate, in writing in its offer, whether it has completed the annual
representations and certifications electronically on the ORCA website at
[http://orca.bpn.gov](http://orca.bpn.gov/) and that the inhformation
entered in ORCA is current (within 12 months) and accurate. If a vendor
has not completed the annual representations on the ORCA website the
offeror must submit a completed copy of the provision at FAR 52.212-3,
Offerors Representations and Certifications -- Commercial Items. The
full text of the clause is available for retrieval at**
http://www.acqnet.gov/far.

**NOTE: This requirement is set aside 100% Total Small Business Set
Aside**

COTR: Robert Fawcett, contact details will be provided at time of award.

**[Specification:]{.underline}**

**1.0 [Background]{.underline}**

The United States Patent and Trademark Office (USPTO) is an agency in
the United States Department of Commerce (DOC) with offices located in
Arlington and Alexandria, Virginia. The mission of the USPTO is the
examination and issuance of patents and the examination and registration
of trademarks.

The USPTO processes Freedom of Information Act (FOIA) requests as
required by 5 U.S.C. § 552, et. seq. The Agency processes approximately
350 FOIA requests per year. However, recently, the number of voluminous
FOIA requests jumped sharply and is exceeding its existing software
resources. Currently, the USPTO FOIA Office uses simple, uncoordinated
databases that are labor-intensive to use.

**2.0 [Statement of Work]{.underline}**

Number range CHAPTERThe purpose of this Statement of Work (SOW) is to
acquire commercial off the shelf (COTS) FOIA specific software for the
USPTO FOIA Program. This software is required to track FOIA requests,
produce FOIA-specific reports for reporting and programmatic management
forecasts, and manage documents responsive to FOIA requests, including
redactions.

**3.0 [Requirements/Deliverables]{.underline}**

The USPTO seeks to purchase COTS software to fulfill USPTO's current and
future requirements for the software management of USPTO FOIA requests.
The USPTO expects to purchase six licenses for this software. The
software shall have the following capabilities:

-   The software shall accept, sort, and provide requested reports on
    data entered by FOIA specialists.

-   The software shall create FOIA reports, specifically those that are
    statutorily required, i.e., the FOIA Annual Report to Congress.

-   The software shall integrate with existing FOIA Office imageware,
    and will be fully compatible with Documentum. Note, in the near
    future, FOIA content will be managed with Documentum, and the COTS
    FOIA case management software sought by this solicitation must be
    fully capable of migrating to the Documentum environment.

-   The software shall have a minimum of 5000 character-text box space
    to permit extensive notations for each FOIA file.

-   The software shall enable the agency to maintain FOIA administrative
    files exclusively in electronic format, as desired.

-   The software shall have an integrated redaction feature that will
    redact, legibly notate withholding justifications, and permit
    multiple reviews

-   The software shall have an integrated feature that produces FOIA
    response letters in boilerplate format, complete with
    name/address/subject matter merging functions.

-   The software shall have a finance-tracking feature that calculates
    and tracks all FOIA processing costs, including the consideration of
    fee status and waivers.

-   The software shall have an integrated tickler system that notifies
    Agency staff of various deadlines, including, but not limited to:
    next action due, requestor response dates, agency response dates,
    appeal deadlines, etc.

-   

3.1 The contractor shall provide on-site initial user training. This
training shall be conducted within 30 days of the date of the order.

3.2 The contractor shall deliver a systems administrator guide in both
hard and soft copies (2 each).

3.3 The contractor shall perform pre/post-testing of the software for
suitable quality control and perform live test demonstrations and
operational capability demonstrations as part of the government's
acceptance process. This shall be completed within 30 days of date of
order.

4.  The contractor shall provide 12 months software product maintenance.

5.  Within 30 days of the date of the order, the awardee shall set up
    the software in the development and production environment.

**4. Deliverables:**

The contractor shall deliver the following deliverables in accordance
with Section 3 above:

1.  Install, design and configure the software

2.  On-site training guide for each user being trained. Number of
    personnel trained will not exceed 15.

**5. Control Procedures:**

The USPTO COTR will have daily meetings, at the discretion of the COTR,
with the contractor's Project Manager to ensure proper coordination of
all schedules, work reviews, and configuration issues. Operational
capability testing and live test demonstrations will be the basis for
acceptance.

**6. Government-Furnished Support:**

The Government will provide the contractor with access to an application
server running Windows 2000 Server operating system with a back-end
Oracle database server.

8\. **Travel:**

No travel is anticipated as part of this procurement request.

**UNPRICED OPTIONS:**

This order includes the following unpriced options.

-   The contractor shall provide data migration services from the FOIA
    Office's existing MS Access database to the Oracle-based DB

-   The contractor shall perform services to migrate the documents
    stored on the file server to the Documentum environment when such
    imaging system is integrated.

-   Additional software licenses quantities, for the same software, if
    and when needed

These options may be exercised at any time during the 24 month period
following issuance of the order. Notice requirements and price will be
negotiated at such time the Government considers exercising the options.

**[Type of Order]{.underline}**

The government intends to issue a firm fixed price order.

**[Terms:]{.underline}**

Full text of FAR clauses may be accessed electronically at
http://www.acqnet.gov/far

52.212-1 Instructions to Offerors - Commerical Items, with the exception
of paragraph (f) which is deleted

52.212-3 Offeror Representations and Certifications -- Commercial Items

52.212-4 Contract Terms and Conditions -- Commercial Items

52.212-5 (b) Contract Terms and Conditions Required to Implement
Statutes or Executive Orders -- Commercial Items, 52.219-6 Notice of
Total Small Business Set-aside, 52.222-3 Convict labor, 52,222-19 Child
labor -- Cooperation with Authorities and Remedies, 52.222-21
Prohibition of Segrated Facilities, 52.222-26 Equal Opportunity,
52.222-35 Equal Opportunity for Special Disabled Veterans, Veterans of
the Vietnam Era, and other Eligible Veterans, 52.222-36 Affirmative
Action for Workers with Disabilities, 52.222-37 Employment Reports on
Special Disabled Veterans, Veterans of the Vietnam Era, and other
Eligible Veterans, 52.232-33 Payment by Electronic Funds Transfer --
Central Contractor Registration,

**EVALUATION**

The USPTO will award a contract as a result of this solicitation to the
responsible offeror whose offer, conforming to the solicitation,
represents the best value to the USPTO, Price and Past
Performance/Experience considered. *[Past Performance/Experience is more
important than Price.]{.underline}*

The evaluation factors are listed here:

**Factor 1: Past Performance and Experience:** The Contracting officer
will evaluate the quality of Past Performance and relevance of
Experience

**Factor 2: Price**

**[Instructions]{.underline}**:

*Past Performance and Experience:* Provide information on 2 contracts or
orders that your firm has performed. For each of these 2
contracts/orders, submit:

1.  Past Performance reference questionnaire (attached) completed by
    your Past Performance reference (this may be returned to the
    Contracting Officer by the offeror or directly by the reference)

2.  Contract Experience Form (attached)

If you do not have information on at least 2 contracts that you can
submit, you need to state this circumstance clearly in your proposal.

Vendors may use their own format for Past Performance and Experience
information as long as all the same data is provided.

#### Receipt of Quotes At USPTO

Quotes are due at USPTO, Office of Procurement, 600 Dulany Street, MDE
7^th^ Floor, Alexandria VA 22313 no later than 2 PM (local time) August
14, 2007. All responses may be emailed to Eileen McGlinn at
<eileen.mcglinn@uspto.gov>, or faxed to 571-273-6564. Proposals must
reference RFQ number RFQ-FOIA-1.

**[Attachments:]{.underline}**

I: Past Performance Reference Form

II: Contract Experience Form