Legal_Files_Justification.doc

OFFICE OF THE CHIEF INFORMATION OFFICER

Date:

September 22, 2015 From:

Robin Gaiters

OCIO/CSD

Memorandum For:

Office of Procurement Memorandum Through:

Dan Byrd Vendor Management Division

Subject:

Justification for Acquisition of LegalFiles Software and Maintenance The purpose of this memorandum is to provide a sole source justification for the acquisition of the LegalFiles Commercial Off the Shelf (COTS) software maintenance and licenses for the USPTO.

Originating Organization:

CSD, Office of the Chief Information Officer, United States Patent & Trademark Office. For any questions regarding this justification, please contact Robin Gaiters at (571) 272-9832.

Nature and/ or description of the action being approved:

USPTO is pursuing a requirement on a sole source basis to acquire LegalFiles software and maintenance.

Description of Supplies/ Services:

The LegalFiles Software will be used by the USPTO’s legal staff as part of the overall case management, tracking, and workflow management.

Sole Source Justification:

Legal Files system is a web application licensed for use. It is a COTS system which offers extensive customization capabilities, providing both the low-cost advantage of a COTS application and the uniqueness of a custom-built solution, with the flexibility to meet current—and future USPTO needs. The software is suited for case and matter management and utilized by USPTO for case management and tracking. As the software has been implemented at an enterprise level, any shift from the solution provided would create substantial increased costs and duplication due to the necessary generation of training materials for implementation.

P.O. Box 1450, Alexandria, Virginia 22313-1450 – WWW.USPTO.GOV P.O. Box 1450, Alexandria, Virginia 22313-1450 – WWW.USPTO.GOV