Attachment_1-SOW.pdf

DOI-SOL Online Legal Research Services

Statement of Work

U.S. Department of the Interior (DOI) – Office of the Solicitor (SOL) Online Legal Research

September 08, 2017

1. BACKGROUND

The SOL provides advice, counsel, and legal representation to the Immediate Office of the Secretary, Assistant Secretaries, and all other bureaus and offices overseen by the Secretary.

The SOL advice impacts nearly all programs within the Secretary’s jurisdiction. The Solicitor is the chief attorney for the U.S. DOI. The Solicitor is assisted by Deputy Solicitors, Special Assistants, an Ethics Director, Senior Counsel for Collaborative Action and Dispute Resolution, six Associate Solicitors, eight Regional Solicitors, and more than 350 staff attorneys. There are approximately 430 total Federal employees along with additional contractor support positions, and other attorney’s in Bureaus and Offices within the Department of the Interior. To adequately provide legal research services to its various clients, the SOL and DOI require access to automated legal research services in relevant areas of law.

Online Legal Research and Continuing Legal Education is an essential function to the efficient and effective operation of our organization in conducting its business of providing legal advice and representation to its clients through legal research of opinions, case law, statutes, regulatory materials, treatises, documents and other legal instruments and information.

Continuing Legal Education is an integral part of Legal Research. It is imperative that legal staff stay abreast of current legal theory, legal issues in their chosen field of expertise, and gain knowledge in related fields of expertise that may have an impact on their chosen field of expertise. As such, Continuing Legal Education has become a necessary and integrated part of Legal Research and the two have become inseparable. The SOL requires a contractor who understands the combined importance of Continuing Legal Education and Legal Research and offers expertise in both areas as an integrated products.

2. OBJECTIVE

The purpose of this contract is to provide automated, online legal research services, Continuing Legal Education (CLE), and obtain customer support services for the Department’s legal community.

3. TYPE OF CONTRACT

Firm Fixed Price

4. SCOPE OF WORK

The Contractor shall provide automated, On-line Legal Research Services and Continuing Legal Education (services, personnel, materials, travel, equipment and facilities, unless otherwise specified to perform the full scope of all tasks listed herein) for up to 525 users, of which 425 to 450 are attorneys, for the SOL and the Department to include:

a. Mandatory System Capabilities

• Full text search and retrieval functions appropriate for accessing online databases.

• A menu selection process that enables users to access databases by name or through retrieval of previously selected databases.

• For legal databases containing documents with one or more standard forms or citation, the system will allow the user to select directly a document for browsing or retrieval by specifying the document according to a standard citation form.

• Search capabilities including Boolean and proximity search operators, natural language searching, wildcard characters, the ability to restrict searches within a specific segment/field, multi-database/library searching, search request histories, and automated search capabilities.

• Download and print capabilities of retrieved documents at no additional cost, including available PDF Formats.

• 24/7 system availability under normal circumstances, except when provided at least 48 hours advance notice and not occurring during weekday business hours (8 a.m. to 10 p.m. Eastern Time.

• Accuracy and maintenance of all database files, made available to SOL’s users at the same time they are made available to commercial users.

b. Required Databases for all (approximately 525) users

• All published U.S. Federal case law from each court’s inception until the present, if available to include:

• U.S. Supreme Court; U.S. Courts of Appeals; U.S. District Courts; U.S.

Bankruptcy Courts; U.S. Court of Claims, Claims Court, and Court of Federal Claims; U.S. Court of Veterans Appeals; U.S. Court of International Trade; U.S. Customs Court, Court of Customs Appeals; U.S.

Court of Customs and Patent Appeals; U. S. Court of Military Appeals and its successor, the U.S. Court of Appeals for the Armed Forces; U.S. Courts of Military Review; U. S. Tax Court; the Board of Tax Appeals; Tax Court of the U.S.; and U.S. Tax Court Memorandum Opinions.

• All published state case law from the 50 states of the U.S., the District of Columbia, and U.S. insular areas since the court’s inception until the present, if available.

• Decisions and opinions of Federal Boards of Contract Appeals from each Board’s inception until present, if available.

• Federal statutory and regulatory materials, including current and historical versions, to include:

• U.S. Code, including annotated versions; Public Laws; Code of Federal Regulations; Federal Register; and Executive Orders.

• Federal statutory interpretive materials, including current and historical versions, to include all Legislative history materials as available and the Congressional Record.

• State statutory and regulatory materials from the 50 states of the U.S. the District of Columbia, and U.S. insular areas including statutory codes, available administrative codes, and rules of the state court systems.

• Federal Rules of Civil Procedure, Criminal Procedure, Bankruptcy Procedure, Appellate Procedure and Evidence, federal local court rules, and rules of the Judicial Panel on Multi-District Litigation.

• Legal treatises in all major subject areas and Indian Law.

• Full-text law reviews and indices to law reviews, to include all major law reviews.

• Business and journal databases to include databases from the following categories:

• News and newspapers; wire services and transcripts; trade and professional newsletters and directories; and legal news, newsletters, and magazines pertaining to the legal profession.

• Equal Employment Opportunity Non-appellate Decisions

• Solicitor Opinions (SOL will provide CD/DVD’s)

c. Documentation (manuals, reference guides, and database descriptions) for all databases services provided under this contract and subsequent updates of the documentation at no additional cost.

d. Continuing Legal Education:

• All programs should consist of local, state and national CLE content in an online library.

• Content should be deliverable in various formats, including webcasts, on-demand video and audio programs.

• Content should be developed by established CLE providers, including the American Law Institute, American Bar Association Continuing Professional Education (ALI-CLE), the Association of Corporate Counsel (ACC), and American Bar Association.

• A wide variety of law practice areas and experience levels within the field of law available.

Areas of law practiced by respondents:

Environmental Law; Public Lands; FOIA (Freedom of Information Act);

Property; Indian Law; Water Law; Personnel Law; Government Contracts;

Employment; FACA (Federal Advisory Committee Act; Federal Tort Claims;

Acquisitions; Oil, Gas, Mineral, Energy & Royalties; ESA, NEPA, Park Management, Wildlife; General Law; and Ethics

e. Support services as follows:

• A general training program equivalent to that ordinarily offered to commercial customers to instruct SOL users on all automated legal research services offered under this contract, to include appropriate course material.

• On-site training for disabled users, including specialized training materials for the sight-disadvantaged, physically disabled, and hearing-impaired user.

• Training for new users as mutually agreed upon by the COR and the Contractor.

• Refresher training, to include topics such as new access methods and procedures, new database information, and enhancements to search and retrieval functions, as mutually agreed upon by the COR and the Contractor.

• Telephone technical and legal research support services, at no additional cost, by toll-free telephone on a continuous basis during system availability hours.

• A mechanism for maintaining user IDs. Requests to add and delete users will be made by the COR or designee in writing, via phone, or via limited-access website, and changes will be made within one business day of receipt of request.

5. SPECIFIC TASKS

The contractor shall be directly responsible for ensuring the accuracy, timeliness and completion of all tasks under this effort. Specifically, the contractor shall:

Provide access to online sources in support of the Office of the Solicitor, Department of the Interior and the Office of the Inspector General.

Establish system passwords, provide end-user training at the users’ office locations, provide technical support to ensure connectivity, supply user documentation and training manuals and track usage of online service. The Contractor is responsible for executing and facilitating transition-in and transition-out for each task.

Provide any additional services and features that the Contractor customarily provides its commercial customers for the types of services described in this statement of work. This includes, but is not limited to, printed instruction materials, periodic service function update notices and performance warranties.

5.1 TASK 1 – PROVIDE SOL RESEARCH AND TECHNICAL SUPPORT

In fulfillment of this effort, the contractor shall provide the following deliverables. All deliverables shall be submitted to the Contracting Officer’s Representative (COR), unless otherwise agreed upon.

• Up to 525 Users within DOI

• Unlimited use of all Databases to include:

o Unlimited use of all Standard Databases o Unlimited use of Combination Databases o Unlimited use of Highlights Databases o Unlimited use of any Basic Databases o Unlimited use of any Premium or Premier Databases o Unlimited use of all Federal and State Files Databases o Unlimited use of any Specialty Databases o Unlimited use of any News Databases o Unlimited used of any Multi-Search Databases o Unlimited use of Citation Checks Databases

• Unlimited use of ability to query and/or key in a question in plain English

• Unlimited use of Terms and Connectors Searches and/or use of Boolean search method

• Unlimited use of all types of Searches

• Unlimited Images

• Unlimited Alert or Notification Services

• Unlimited Printing and Downloading of Documents

• Unlimited Research Check Use

• Provide software and/or application

• Provide IT installation assistance, if necessary

• Unlimited on and off-site training

• Provide Customer Support 24/7

• Provide user administrative rights availability for creation of user IDs, passwords and reset capabilities

• Provide simultaneous user access to the legal research system for all active users

• Provide user administrative rights availability to manage, provide oversight and obtain reports on user activity

• Unlimited use of Public Records Information – People Finder, Death

Records and Voter Registration Records.

5.1.2. Availability Requirement

The service must be available 365 days per year, 24 hours per day, and 7 days a week.

Primary authorities such as statutes, cases, administrative regulations and decisions must be current and updated regularly. Public laws should be available within 48 hours after a law is passed. Updates to the Federal Register and changes to the Code of Federal Regulations will be available daily.

5.1.3. Technical and Functional Requirements/ Deliverable Format

The service shall be browser-based and must be available over the Internet. There must be a single log-in for systems access to all databases. Users will have the capability to search for sources using Boolean logic and natural language searches. Further users must be able to search multiple databases at once. The service must provide online citation checking services, Current Awareness Services, and Content Retrieval and Content Delivery. Users will have the capability to download and store resulting documents to a server or local drive, email and print such documents from the screen.

The Contractor will present legal, news, business and public records information using headnotes, numbering or indexing system, search components, links, case law summaries and synopses.

5.1.4. Training Requirements

The service must include user training onsite (includes Stewart Lee Udall Building, SOL Regional Offices, and Field Offices) and online.

5.1.5. Usage Reports

The Contractor shall provide three usage reports, and User ID reports a year (January, April, and July).

5.2 TASK 2 – PROVIDE CONTINUING LEGAL EDUCATION for up to 400 SOL Users:

• All programs should consist of local, state and national CLE content in an online library.

• Content should be deliverable in various formats, including webcasts, on-demand video and audio programs.

• Content should be developed by established CLE providers, including the

American Law Institute, American Bar Association Continuing Legal Education (ALI-CLE), the Association of Corporate Counsel (ACC), American Bar Association, and the Environmental Law Institute.

• Provide unlimited Continuing Legal Education as outlined in the Scope of Work (paragraph 4d above).

• A wide variety of law practice areas and experience levels within the field of law available.

Areas of law practiced by respondents:

Environmental Law Public Lands FOIA (Freedom of Information Act) Property Indian Law Water Law Personnel Law Government Contracts Employment FACA (Federal Advisory Committee Act Federal Tort Claims Procurement and Acquisitions Oil, Gas, Mineral, Energy & Royalties ESA, NEPA, Park Management, Wildlife General Law Ethics

5.2.1. Availability Requirement

The service must be available 365 days per year, 24 hours per day, and 7 days a week.

5.2.3. Technical and Functional Requirements/ Deliverable Format

The service shall be browser-based and shall be available over the Internet. There shall be a single log-in for systems access to all Continuing Legal Education resources. Users shall have the capability to search for Continuing Legal Education pertaining to their area or law.

5.2.4. Training Requirements

The service must include user training onsite (includes Stewart Lee Udall Building, SOL Regional Offices, and Field Offices) and online.

5.2.5. Usage Reports

The Contractor must provide three usage reports, and User ID reports a year (January, April, and July).

6. PERFORMANCE

6.1. Period of Performance

The period of performance shall be as follows:

Base Year 01/01/2018 – 12/31/2018 Option Year 1 01/01/2019 – 12/31/2019 Option Year 2 01/01/2020 – 12/31/2020 Option Year 3 01/01/2021 – 12/31/2021 Option Year 4 01/01/2022 – 12/31/2022

This effort includes four (4) subsequent one year option periods, which may be unilaterally exercised by the Government. Each option period shall have a period of performance of 12 months. All terms and conditions applicable to the base period shall extend to the options unless otherwise agreed upon.

6.2. Place(s) of Performance

The system shall be available to authorized users via the Internet or other method as mutually agreed to by both parties at any and all SOL-approved sites, currently estimated to encompass 20 to 25 geographic locations.

7. OTHER PERFORMANCE REQUIREMENTS

7.1. Disclosure of Information

Information made available to the contractor by the Government for the performance or administration of this effort will be used only for those purposes and will not be used in any other way without the written agreement of the Contracting Officer (CO).

8. SECTION 508 REQUIREMENTS

Any/all electronic and information technology (EIT) procured through this effort must meet the applicable accessibility standards at 36 CFR 1194. 36 CFR 1194 implements Section 508 of the Rehabilitation Act of 1973, as amended, and is viewable at http://www.section508.gov.

http://www.section508.gov./

The Standards apply to the following:

Software Applications and Operating Systems Web-based Information or Applications Telecommunication Products Video and Multimedia Products Self-Contained, Closed Products (e.g., Information Kiosks, Calculators, and Fax Machines) Desktop and Portable Computers

8. SECTION 508 REQUIREMENTS