Case Management System (CMS)

Request for Information (RFI)

This RFI is issued by the U.S. Department of Energy (DOE), Office of Headquarters Procurement Services, for the Office of Inspector General (OIG). Its purpose is to support market research, identify potential solutions, and refine requirements for a cloud-based, commercial off-the-shelf (COTS) Case Management System (CMS) for the Office of Investigations (OI). This is not a solicitation, and responses will inform the DOE's acquisition strategy and future procurements.

The DOE OIG uses a system called iPRISM to manage investigations and its hotline, handling allegations of fraud, waste, abuse, and mismanagement. The current iPRISM solution is FedRAMP authorized at the moderate level and serves over 100 employees. The OIG is exploring options for a new solution as the current contract nears its end.

The government seeks a cloud-based, COTS solution for managing investigations and its hotline. This includes:

• Commercial software licensing, hosting, and system support services.
• FedRAMP certified solution.
• Configuration and implementation.
• Licenses for approximately 150 full-time users.
• Potential migration of data from the existing iPRISM system.

Responses must include five parts:

1. Entity Information: Company details, POC, small business status, and contract vehicle information.
2. Requirements and Desired Capabilities Questionnaire: To be submitted in Excel format (Attachment A), assessing how potential solutions meet iPRISM requirements.
3. Relevant Capability: Description of at least one similar government or commercial contract.
4. Requirement Feedback: Responses to specific questions regarding the RFI details, data migration, trial versions, NAICS code, and recommendations.
5. Rough Order of Magnitude (ROM): Estimated costs for software, installation, configuration, training, and other direct costs over five years.

Responses are due no later than May 01, 2026, at 10:00 AM EST, submitted electronically via email.

No specific set-aside is mentioned. Vendors are asked to indicate their small business status and type if applicable.

• This RFI is for informational and planning purposes only.
• The U.S. Government will not pay for any information or administrative costs incurred in response.
• Submittals will not be returned.
• Proprietary information will be protected as required by FAR.
• The anticipated NAICS Code is 511210 - Software Publishers.

Form / Attachment / Pricing Sheet

This document, an Excel spreadsheet named 'CUI RFI Attachment A - iPRISM Requirements Desired Capabilities.xlsx', outlines detailed requirements and desired capabilities for an Investigations Paperless Records and Information Systems Manager. It serves as a questionnaire for potential vendors to respond to, indicating how their solutions meet specific criteria.

The document is divided into several sheets:

• Lookup: Contains a simple response selection.
• Definitions: Provides definitions for terms used throughout the questionnaire, such as 'Case', 'Complaint', and 'Excludable'.
• Requirements: Details mandatory technical, security, administrative, case management, hotline management, dashboard/reporting, time recording, evidence management, records retention, and miscellaneous requirements. Each requirement includes a description and a space for vendor response and comments.
• Desired Capabilities: Outlines additional capabilities that are preferred but not strictly mandatory, covering similar categories as the requirements.

This attachment is critical for bidders to understand the specific functional, technical, and security needs of the government for an investigations management system. Vendors must carefully review each requirement and desired capability to assess their solution's suitability and to formulate their responses accurately. The detailed nature of the requirements, particularly in sections like Case Management (Section 4) and Security Requirements (Section 2), provides a clear picture of the expected system functionalities and compliance standards.