Treasury RFP: Legal Holds, Identification, Preservation & Collection (HIPC) Left Side Technology Support Services

Notice ID: 2031JW21R00006

“The scope of this PWS is for eDiscovery solutions to support the OCC’s internal legal holds, Identification, Preservation and Collection (HIPC) activities. The OCC is engaged in a multi-year and multi-step effort to create an end-to-end, cloud-based eDiscovery program consisting of a fully integrated tool set, covering the full scope of the Electronic Discovery Reference Model (EDRM). Previous efforts have included: (a) the 2019 implementation of a cloud-based Relativity solution for document processing and document review; and (b) the augmentation and realignment of current staff that perform the hands-on identification, preservation and collection activities of the OCC, known as the “eDiscovery support services.” The Relativity solution, which is externally hosted by an integrator, is known within the OCC as the Alternative Litigation Support System (ALSS). The HIPC solution is expected to interoperate with the OCC’s Relativity solution.”

“To modernize and complete its end-to-end, fully integrated cloud-based eDiscovery program, the OCC requires Contractor support with significant and demonstrated experience in implementing commercial, off-the-shelf (COTS) solutions to address organizations’ identification, collection, and preservation needs. For the left side of the EDRM, 2 the OCC requires a managed service supported by a single suite of tools, or a collection of fully integrated tools. The HIPC solution is intended to be used enterprise-wide by: (1) legal staff primarily in Litigation and Enforcement, but occasionally in the other CCO practice areas; and (2) Information Technology Services (ITS) employees and contractors.”

“Tasks: This section defines the specific tasks required for the implementation of the HIPC solution and presents other general requirements for successful and timely completion of these tasks. In relation to the tasks set forth below, the OCC has developed a Requirements Traceability Matrix (RTM) documenting the solution’s technical and functional requirements and categorizing each of those requirements as ‘mandatory’ or ‘optional’…

  • Task 1: Project Management
  • Task 2: Provide Authority to Operate (ATO) for the Initial Approval to Test and Full Production Instances
  • Task 3: Integration of Identity and Access Management and Cloud Access Security Broker Capabilities for the HIPC Solution
  • Task 4: System Development and Testing
  • Task 5: User-Acceptance Testing (UAT)
  • Task 6: Deployment of the HIPC Technology Solution
  • Task 7: Training for OCC Users
  • Task 8: Post-Implementation Operation, Maintenance, and Support
  • Task 9: Transition Services”

Read more here.


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