CALR Statement of Requirements.pdf

STATEMENT OF REQUIREMENTS (SOR)

(Draft)

Computer Assisted Legal Research Subscription

1.0. INTRODUCTION.

1.1. Organization.

1.1.1. Identification. Air Force Legal Information Services (AF/JAS), 150 Chennault Circle, Bldg 694A, Maxwell AFB AL36112-6418.

1.1.2. Mission. The mission of AF/JAS is to provide a broad range of computer and software products to the AF and Department of Defense (DoD) legal communities. AF/JAS is the information technology office for the Air Force Judge Advocate General’s Corps (AFJAGC) and the Executive Agent for legal research for the DoD. In this capacity, AF/JAS provides online legal research capabilities and routine and emergency legal support functions through technology to approximately 18,000 users throughout the federal government. As part of these functions, AF/JAS also maintains over 60 different applications, many of which were developed in-house. We develop, test, and deploy enterprise IT applications supporting the AFJAGC core business processes.

1.2. Background and Objective.

As DoD Executive Agent, AF/JAS provides computer-assisted legal research capability, both through its own Federal Legal Information Through Electronics (FLITE) system and through commercial database subscriptions. The purpose of this acquisition is to obtain online legal information services, which may include artificial intelligence integration; an interface between Government systems and the contractor databases for access; issuing user IDs and customized database usage reports; and related customer support services, such as training and telephone and online assistance for the legal personnel in the Air Force, Army, Marine Corps, Navy, Defense Contract Audit Agency (DCAA), Defense Logistics Agency (DLA) and Defense Contract Management Agency (DCMA). The primary requirement is for commercial items, primarily access to the required legal databases; the services are in support of these commodities. See the separate files in Appendices 5a and 5b for information on the amounts and types of commercial research activities performed during a month and during a 12-month period, respectively, under the current Air Force contract. Similar information on research activity for the Army is provided in Appendix 8a.

This data is for informational purposes only. The Government does not represent that future research activity will remain the same as current activity.

1.3. Definitions.

See Appendix 1 for definitions of terms, including various groupings of users that are used to specify the scope of performance items, specifically AF Legal, AF/JA Field Operating Agency, Army Legal, DCAA, DLA, DCMA, Electronic Clipping Service, FLITE, JAS, NonAF, SAF/GC, TJAGLCS, Navy Legal, United States, Users, USMC Legal, and Web.

1.4. Variation in Number of Users.

Estimated number of users for respective access to the various database offerings under this requirement are listed in the respective subparagraphs of paragraph 2.1 and 2.2 and summarized in

Appendix 15. The government reserves the right to make minor adjustments in the final number of users for all CLINs (except CLINs X006, X008 and X012), not to exceed a 20% increase over the life of the contract, at no additional cost to the government.

2.0. DESCRIPTION OF SUBSCRIPTION PRODUCTS.

2.1.Required Database Offerings. The following database offerings shall be provided.

2.1.1. All Databases Menu.

Users shall have unlimited access including searching, browsing, printing, downloading, images, and electronic clipping service to databases in this menu. These databases shall include at a minimum the following:

2.1.1.1 Federal trial and appellate court decisions and rules. Federal Court Databases shall include the following:

Opinions of the U.S. Supreme Court (1790-Present);

Opinions for all U.S. Circuit Courts of Appeals (1791- Present) Opinions for all U.S. District Courts (1792-Present) Opinions of the U.S. Bankruptcy Court (1979-Present) Opinions of the U.S. Claims Court, U.S. Court of Claims, Court of Federal Claims (1856- Present) Opinions of the U.S. Court of Veteran Appeals (1989-Present) Court Rules for each appellate and district court (Rules currently in effect for each court))

2.1.1.2 Military Appellate Court Decisions and Rules. Military Appellate Court Databases shall include the following:

Opinions of the United States Court of Appeals for the Armed Forces and predecessors (1951- Present) Opinions of the Air Force Court of Criminal Appeals and its predecessors (1951-Present) Opinions of the Army Court of Military Appeals and its predecessors (1951-Present) Opinions of the Coast Guard Court of Criminal Appeals and its predecessors (1951- Present) Opinions of the Navy-Marine Corps Court of Criminal Appeals and its predecessors (1951-Present) Court Rules for each appellate military court (Rules currently in effect for each court)

2.1.1.3 Federal Legislative Materials shall include, at a minimum, the

Congressional Record (1985-Present) United States Code (annotated and updated) (1994- Present) Public Laws (1988-Present) Congressional Committee Reports (1990-Present)

2.1.1.4 Federal Regulatory and Administrative Materials shall include, at a minimum, the

Opinions of the U.S. Attorney General (1791-Present)

Opinions of the Office of Legal Counsel (1977-Present) Comptroller General Decisions (1921-Present) Unreported Comptroller General Decisions (1955- Present) Code of Federal Regulations (1984-Present) Federal Register (1936- Present) EDGAR (1936-Present) Federal Administrative Materials

2.1.1.5 Department of Defense (DoD) (Specify materials and coverage dates). Documents shall include:

DoD Hearings and Appeals Decisions Joint Chiefs of Staff Instructions and Publications Publications and Directives of individual services

2.1.1.6 Department of Homeland Security (DHS) (Specify materials and coverage dates).

Documents shall include:

Customs and Border Rulings USCIS Handbooks, Manuals and Guides FEMA Policies and Guidance Policy Memoranda

2.1.1.7 Department of Justice (DoJ) (Specify materials and coverage dates). Documents shall

Immigration Decisions Issued by the Board of Immigration Appeals Office of Chief Administrative Hearing Officer Immigration Review Decisions

2.1.1.8 Department of Labor (Specify materials and coverage dates). Documents shall

Decisions issued by DoL Administrative Law Judges Employees’ Compensation Appeals Board Decisions Other DoL Reviews Boards Decisions Sarbanes-Oxley Act Decisions Wage & Hour Opinion Letters OSHA Directives and Guidance

2.1.1.9 Department of Treasury (specify materials and coverage dates). Documents shall

IRS Cumulative Bulletin (1954-Present) IRS News Releases (1996-Present) IRS General Counsel Memoranda (1962-Present) IRS Technical Advice Memoranda (1954-Present) IRS Technical Memoranda (1970-1989) IRS Actions on Decisions (1967-Present) IRS Private Letter Rulings (1954-Present)

Other administrative materials (Specify materials and coverage dates)

2.1.1.10 Department of Veterans Affairs (Specify materials and coverage dates).

Decisions of the Board of Veterans’ Appeals (1995-Present)

2.1.1.11 Executive Office of the President (specify materials and coverage dates)

2.1.1.12 Decisions of the Boards of Contract Appeals. Documents shall

Department of Agriculture (1968-2007) Armed Services (1956-Present) Army Corps of Engineers (1952-2000)

2.1.1.13 Department of Energy (1978-2007). Documents shall include:

General Services Administration (1962-2007) Housing and Urban Development (1975-2007) Department of Interior (1955-2007) Department of Labor (1973-2007) National Aeronautics and Space Administration (1960-1993) Postal Service (1959-Present) Department of Transportation (1967-2007) Veterans Administration (1960-2007) Civilian Board of Contract Appeals (2007-Present)

2.1.1.14 Consumer Financial Protection Bureau (Specify materials and coverage dates)

2.1.1.15 Consumer Product Safety Commission (Specify materials and

2.1.1.16 Environmental Protection Agency (EPA). Documents shall include:

EPA Decisions, Enforcement and other administrative materials (Specify materials and

2.1.1.17 Equal Employment Opportunity Commission (EEOC). Documents shall include:

Public and Private Sector Decisions (EEOC decisions through Present) Other administrative materials such as Manuals, Guidance Documents and Directives (Specify materials and coverage dates)

2.1.1.18 Federal Communications Commission (Specify materials and coverage dates).

FCC Decisions Guidance Documents

2.1.1.19 Federal Deposit Insurance Corporation (Specify materials and

2.1.1.20 Federal Election Commission (Specify materials and coverage dates)

2.1.1.21 Federal Housing Finance Agency (Specify materials and coverage

2.1.1.22 Federal Labor Relations Authority (FLRA). Documents shall include:

Decisions Authority Decisions (1979-Present) Administrative Law Judge Decisions (All publicly available) Federal Service Impasses Panel (All publicly available)

2.1.1.23 Federal Maritime Commission (Specify materials and coverage

2.1.1.24 Federal Trade Commission (Specify materials and coverage dates)

2.1.1.25 Government Accountability Office (GAO). Documents shall

Appropriations Decisions and Opinions (All publicly available) Bid Protest Decisions (All publicly available)

2.1.1.26 Merit Systems Protection Board (MSPB) Decisions and AJ Initial Decisions (1982-Present)

2.1.1.27 National Labor Relations Board (NLRB). Documents shall include:

Board Decisions (All publicly available) Other administrative materials (Specify material and coverage dates)

2.1.1.28 Occupational Safety & Health Review Commission. Documents shall include

Decisions and ALJ Decisions (All publicly available)

2.1.1.29 Office of Government Ethics (Specify materials and coverage dates). Documents shall include:

Policies and Procedures Memoranda Advisory Letters and Opinions Office of

2.1.1.30 Office of Personnel Management (OPM). Documents shall include:

Compensation and Leave Decisions (All publicly Available)

2.1.1.31 Pension Benefit Guaranty Corporation Opinion Letters (Specify

2.1.1.32 Securities & Exchange Commission (SEC) (Specify materials and coverage dates)

2.1.1.33 Small Business Administration (SBA) (Specify materials and

2.1.1.34 Social Security Administration (SSA). Documents shall include:

Decisions (All publicly available)

2.1.1.35 Images of U.S. Patent and Trademark Applications (Specify Coverage dates)

2.1.1.36 State Materials: See Appendix 16 for required materials and coverage dates for states and possessions.

2.1.1.37 Federal Arbitration Awards (Specify scope and coverage dates)

2.1.1.38 Admiralty Materials, including at a minimum:

Decisions (U.S. and UK) (Specify scope and coverage dates) Arbitration Decisions (Specify scope and coverage dates) Other materials (Specify materials and coverage dates) Litigation materials: Military Justice

2.1.1.39 Secondary Sources including at a minimum the current versions of the following:

Military Crimes and Defenses Military Rules of Evidence Manual

Military Evidentiary Foundations Military Criminal Justice: Practice and Procedure Military Judge’s Benchbook Court-Martial Procedure

Jury Instructions (Specify materials and coverage dates) Other litigation materials (Specify materials and coverage dates)

2.1.1.40 International Law Materials shall include, as a minimum: United Nations documents International treaties and agreements (Specify materials and coverage dates) Legislation (Specify scope and coverage dates)

2.1.1.41 Court decisions of other countries (Specify scope and coverage dates)

2.1.1.42 European Union (EU) documents and publications (Specify scope and coverage dates)

2.1.1.43 Secondary Sources (For each source, specify included materials and coverage dates) NOTE: Such sources shall specifically include materials focusing on government procurement, military and federal procedure, evidence and trial and practice techniques:

Treatises Legal encyclopedias Law Reviews, Journals Commentaries

2.1.1.44 News and Information Databases shall include current and archived major newspapers, journals, magazines and wire services (Specify scope and coverage dates)

2.1.1.45 Public Records Search Databases, including at a minimum, the following (Specify scope and coverage dates of information)

Real Property Ownership Tax Liens Civil Judgments Uniform Commercial Code (UCC) filings Professional Licenses Driver’s licenses Motor Vehicle Registration Boat Registration Aircraft Registration Credit Header Information Corporate, Partnership, Dunn & Bradstreet and (DBA)/fictitious business name filings Social Security Number files People Locator Databases including address and phone number files.

2.1.1.46 Citations checking. The ability to provide a comprehensive citation analysis, verifying that cases, statutes, and regulations relied upon by legal professionals on are still good law whether or not legal authorities have been overturned, reaffirmed, questioned, or cited by later cases.

2.1.2 Artificial Intelligence (AI)

Flexibility to upgrade to licenses in the future with AI capabilities. Utilize Artificial Intelligence (AI) tools/capabilities to create efficiencies in the speed of conducting legal research, review and analyze data, and reduce time for document review. This would include, but not limited to, artificial intelligence review of legal guidance, litigation analytics and summaries of practical law, and document draft and analysis. Capability should reduce number of human errors and increase accuracy of legal research and documents. The Contractor shall take appropriate steps to safeguard and protect all information provided by the Government and that passes through, resides on, or is transferred by its systems, such as ensuring all information is encrypted during transfer and using only “https” protocols for transmitting information.

2.1.3 Microsoft Office Add-in

Flexibility to integrate in the future with Microsoft Office Add-ins that are approved to operate on a Department of Defense network and can assist in the drafting, review, analysis, and citation checking of documents.

2.1.4 Docket Databases.

Docket research capability shall include the ability to search docket information on cases pending in state and Federal courts, obtain automatic notification of new cases that meet particular criteria, obtain automatic notification of changes in the status of particular cases being tracked, and print and download court documents filed electronically in such cases. Such access shall be unlimited for identified users.

2.1.5 Fully Accredited ABA Law School Package.

The Contractor shall provide any additional databases and features that it currently makes available to other ABA-accredited law schools that are not included in the "All Databases Menu" to the staff, faculty, and students at The Army Judge Advocate General's Legal Center and School (TJAGLCS). The Contractor will coordinate with the TJAGLCS to ensure access to these additional databases and features under this section in addition to the package provided to Army Legal.

2.1.6 United Kingdom Databases

The Contractor shall provide to the Air Force, United Kingdom specific databases that the Contractor or its parent company or subsidiaries provides on an all-inclusive, monthly basis, per user or per classes of users or organizations, covering unlimited searching, browsing, printing, downloading, images, and electronic clipping service, as well as research software, training and support. UK Practice areas that shall be covered include employment law, contract law, health and safety, criminal law, civil litigation and procedure, real property law including leases and landlord tenant law, tort law, personal injury and international law and conflict of laws.

Databases shall include at a minimum access to all current UK and EU legislation and; UK case law including any specialized case reporters or digests focusing on the legal topics referenced above.

Databases shall also include forms and precedents, in particular with regard to employment law.

Additionally, databases shall include secondary sources including but not limited to journals, treatises, practice guides and current news coverage of the legal topics referenced above. These databases will be provided to a maximum of 5 AFJAGC users located within the United States Air Force Europe Major Command (USAFE).

2.1.7 Medical Malpractice Databases.

The Contractor shall provide databases focused on the assessment, adjudication, litigation and settlement of medical malpractice claims.

Such databases shall include at a minimum secondary titles focused on legal, medical & scientific information tied to verdicts & settlements; full text medical & scientific journals, medical/injury images, expert witness information by jurisdiction & topical area, clinical medical key, standards of care analysis to a claim, case value assessment by medical claim, injury specific verdicts & settlements, expert witness CVs, and medical claims trial transcripts.

2.1.8 Transaction Priced Databases.

The Contractor shall provide a list of all other databases, not included in any other exhibit, with standard or discounted search rates, per search, for each database. When databases are added in the future, the Contractor shall provide an updated exhibit with pricing breakout.

2.1.9 Database Change Report.

The Contractor shall provide, by e-mail, to the User Primary and Alternate POCs (see paragraph 4.5) a report, at least quarterly, in Excel spreadsheet format, indicating all files that have been added to or removed from the “All Database Menu,” “Docket Databases,” “United Kingdom databases,” “Medical Malpractice Databases,” “Insurance and Claims Databases” and “Transaction Priced Databases” file groupings.

2.2 Specialized User Groupings. Throughout the period of performance, minor variances in user numbers and/or locations may occur through customer reorganization, including opening, closure, or transfer of offices and personnel.

2.2.1 AF Legal.

AF/JAS shall establish offices for usage reporting, and User IDs shall be issued according to the procedures described in paragraph 2.6.1.

2.2.1.1 All AF Legal users shall have unlimited access to the All Databases Menu described in paragraph 2.1.1 and access with approval of AF/JAS to the Transaction Priced Databases Menu described in paragraph 2.1.7. Approximate number of users is 4,500.

2.2.1.1.1 In addition to the databases listed in paragraph 2.2.1.1, users assigned to AF/JA

Field Operating Agency will also have access to the Docket Database described in paragraph 2.1.2. Approximate number of users is 550.

2.1.1.1.2 In addition to the databases listed in paragraph 2.2.1.1, users assigned to

USAFE UK and specifically designated by AF/JAS will also have access to the UK databases described in paragraph 2.1.4. Approximate number of users is 5.

2.1.1.1.3 In addition to the databases listed in paragraph 2.2.1.1, users assigned to the

AF/JACC Claims and Torts Litigation Division, Medical Law Branch and specifically designated by AF/JAS will also have access to the Medical Malpractice Databases described in paragraph 2.1.5. Approximate number of users is 10.

2.1.1.1.4 In addition to the databases listed in paragraph 2.2.1.1, users assigned to AF/JA Field Operating Agency will also have access to a service to alert users of breaking news and analysis designed to keep legal professionals informed about the latest developments, trends, and litigation in their fields. Approximate number of users is 550.

2.2.1.2 SAF/GC. SAF/GC shall establish offices for usage reporting, and User IDs shall be issued according to the procedures described in paragraph 2.6.8. SAF/GC users shall have unlimited access to the All Databases Menu described in paragraph 2.1.1. Approximate number of users is 100.

2.2.1.3 NonAF. AF/JAS shall establish offices for usage reporting, and User IDs shall be issued according to the procedures described in paragraph 2.6.1 except that the Contractor need not provide access to a new user until the first day of the month after receipt of the electronic file containing the necessary information. Charges for those IDs will begin to accrue on the date they have access. NonAF offices will be identified under an artificial “Major Command” and shall have unlimited access to the All Databases Menu described in paragraph 2.1.1. Approximate number of users is 100.

2.2.2 Army Legal.

The Army shall establish offices for usage reporting, and User IDs shall be issued according to the procedures described in paragraph 2.6.2.

2.2.2.1 All Army users shall have unlimited access to the All Databases Menu described in paragraph 2.1.1 and access with approval of the Army POC to the Transaction Priced Databases Menu described in paragraph 2.1.7. Approximate number of users is 9,500.

2.2.2.1.1 In addition to the access described in paragraph 2.2.2.1, Army users assigned to TJAGLCS shall also have access to the Fully Accredited ABA Law School Package described in paragraph 2.1.3. Approximate number of users is 150 staff and faculty and 250 stationed students (OBC/Grad Course).

2.2.2.1.2 In addition to the access described in paragraph 2.2.2.1, users designated by the Army shall also have access to the Docket Database described in paragraph

2.1.2. Approximate number of users is 100.

2.2.2.1.3 In addition to the access described in paragraph 2.2.2.1, users designated by the Army shall also have access to the Medical Malpractice Databases described in paragraph

2.1.5. Approximate number of users is 150.

2.2.3 Marine Corps (USMC) Legal

The Marine Corps shall establish offices for usage reporting, and User IDs shall be issued according to the procedures described in paragraph 2.6.3.

2.2.3.1 All USMC Legal users shall have unlimited access to the All Databases Menu described in paragraph 2.1.1. Approximate number of users is 1,500.

2.2.4 Navy Legal.

The Navy JAG Corps shall establish offices for usage reporting, and User IDs shall be issued according to the procedures described in paragraph 2.6.4.

2.2.4.1 All Navy Legal users shall have unlimited access to the All Databases Menu described in paragraph 2.1.1 and the Docket Database described in paragraph 2.1.2 and, with approval of Navy Legal POC, to the Transaction Priced Databases Menu described in paragraph

2.1.7. Approximate number of users is 2,400.

2.2.4.2 In addition to the access described in paragraph 2.2.4.1, users designated by the Navy Legal POC shall also have access to the Medical Malpractice Databases described in paragraph 2.1.5. Approximate number of users is 41.

2.2.4.3 In addition to access described in paragraph 2.2.4.1, users designated by the Navy Legal POC shall also have access to the Insurance and Claims Databases described in paragraph 2.1.6. Approximate number of users is 41.

2.2.4.4 As described in paragraph 2.2.4.1, users designated by the Navy Legal POC shall also have access to the Transaction Priced Database Menu described in paragraph 2.1.7 as detailed above.

2.2.4.5 Verdict Settlement Analyzer (VSA)- approximate number of users is 45.

2.2.5 Defense Logistics Agency (DLA).

DLA shall establish offices for usage reporting, and User IDs shall be issued according to the procedures described in paragraph 2.6.5.

2.2.5.1 All DLA users shall have access to the All Databases Menu described in paragraph 2.1.1.

Approximate number of users is 200.

2.2.5.2 In addition to the access described in paragraph 2.2.6.1, users designated by DLA shall also have access to Docket Database described in paragraph 2.1.2.

Approximate number of users is 30.

2.2.6 Defense Contract Management Agency (DCMA).

DCMA shall establish offices for usage reporting, and User IDs shall be issued according to the procedures described in paragraph 2.6.6.

2.2.6.1 All DCMA users shall have access to the All Databases Menu described in paragraph

2.1.1. Approximate number of users is136.

2.2.6.2 In addition to the access described in paragraph 2.2.6.1, users designated by DCMA shall also have access to Docket Database described in paragraph 2.1.2. Approximate number of users is 23.

2.2.7 Defense Contract Audit Agency (DCAA).

2.2.7.1 All DCAA users shall have access to the All Databases Menu described in paragraph

2.1.1. Approximate number of users is 90.

2.3 User Interface & Access Methods.

2.3.1 Menu Structure.

Give users access to all databases that their Specialized User Grouping is authorized to access by means of one menu or a hierarchical set of menus. When a user connects to the Contractor’s system, the Menu appropriate to that user’s access authority shall be displayed automatically. The user shall have the capability to navigate among the authorized database menus within a single online session or Web browser session.

The Menus shall indicate to the users which databases are subject to transaction pricing so that they can make informed decisions. This objective may be accomplished by placing a $ symbol before the database names or by other display attributes that clearly identify them as being subject to additional charges.

Databases not included in a user’s subscription shall not be visible to the user or masked so as to make clear that the user is not entitled to that database, whether part of the All Database offerings, transactional priced offerings, or other specialized file grouping.

2.3.2 Access Methods. All web interfaces offered to any federal entity--executive, legislative or judicial—shall be available to users under this contract.

Provide access to the specialized file groupings described in paragraph 2.1 and all subparagraphs there under in accordance with the requirements as described below.

2.3.2.1 Direct Via Web Browser. Provide access through the Internet using a standard Web browser to all of the Contractor’s databases that are accessible online.

2.3.2.2 Access through the FLITE Web Server for Air Force Legal and NonAF.

Provide access through the Web Server that hosts the Federal Legal Information Through Electronics (FLITE) system. Users already authenticated by the FLITE system shall not be required to enter a Contractor User ID and password (“transparent” or “single sign-on” access).

With single sign-on the user authenticates to the Contractor’s Web-based system only and has direct access to the application. The Contractor will identify the single sign-on protocols that they support in their proposal. The Air Force will provide user information, including FLITE User IDs in accordance with paragraph 2.6.1.2., to facilitate single sign-on after contract award.

Once single sign-on is implemented, users shall have the same capability of setting search and display options as when authenticating directly to the Contractor’s Web-based system independently of the FLITE system. When a FLITE user selects the appropriate link in a FLITE Web page, the user will be presented with the top-level menu of the Contractor’s system. The Contractor will have this functionality in place within ninety (90) days of contract start date.

2.3.2.2.1 Provide the technical information related to its Web-based system required by AF/JAS to implement the types of retrieval described above as well as a technical point of contact. Such information will include Uniform Resource Locators (URLs), command syntax, and parameters. The Contractor shall have no responsibility for the FLITE application itself.

2.3.2.2.2 Whenever the Contractor modifies its production Web system in a way that affects the capabilities described in Paragraphs (a)(1) above, it shall do so in a manner that supports these capabilities. At least 30 days before the modification goes into production, the Contractor shall provide to AF/JAS any technical information necessary for the FLITE application to continue these capabilities.

2.3.2.2.3 Test changes to its system to assure that the functionality of the access through the FLITE Web server is not impaired or diminished.

2.3.2.2.4 Document the method used to provide access to its system through the FLITE web server in order to facilitate maintenance and support and provide a copy of this documentation to the AF/JAS Primary

POC.

2.3.2.3 Access through JAGCNet for Army Legal.

2.3.2.3.1 Provide access through the Web Server that hosts the U. S. Army

Judge Advocate General’s Corps legal information technology and knowledge management portal (JAGCNet). Users already authenticated by the JAGCNet system shall not be required to enter a Contractor User ID and password in either the standard or advanced versions of the product. The Contractor will have this functionality in place within ninety (90) days of contract start date. The Contractor shall ensure that each user’s access is uniquely authenticated in order to determine the identity of the user, provide access to the menu authorized for that user, and allocate usage to the user in the reports discussed in paragraph

2.6.2.1. Users shall have the same capability of setting search and display options as when authenticating directly to the Contractor’s Web-based system independently of JAGCNet. When a JAGCNet user selects the appropriate link in a JAGCNet Web page, the user will be presented with the top-level menu of the Contractor’s system. The Contractor shall provide to the Army technical POC (see paragraph 4.5.3) the technical information related to its Web-based system required by the Army to implement this access including Uniform Resource Locators (URLs), command syntax, and parameters.

2.3.2.3.2 Whenever the Contractor modifies its production Web system in a way that affects the capabilities described in this Section, it shall do so in a manner that supports these capabilities. At least 30 days before the modification goes into production, the Contractor shall provide to the Army technical POC any technical information necessary for the JAGCNet application to continue these capabilities.

2.3.2.3.3 Test changes to its system to assure that the functionality of the access through the JAGCNet is not impaired or diminished.

2.3.2.3.4 Document the method used to provide access to its system through the JAGCNet web server in order to facilitate maintenance and support and provide a copy to the Army technical POC (see paragraph 4.5.3) at least 30 days before performance begins.

2.3.2.4 USMC access.

2.3.2.4.1 The Contractor shall provide the ability to access databases directly via a

Web browser.

2.3.2.4.2 The Contractor shall provide to the USMC technical POC (see paragraph 4.5.4) the technical information related to its Web-based system required to implement the types of retrievals described above as well as a technical point of contact. Such information will include Uniform Resource Locators (URLs), command syntax, and parameters. Whenever the Contractor modifies its production Web system in a way that affects the capabilities described above, it shall do so in a manner that supports USMC access and shall provide to the USMC technical POC, at least 30 days in advance of the date the modification goes into production, any technical information necessary to continue these capabilities. The Contractor shall test changes to its system to assure that functionality of access is not impaired or diminished.

2.3.2.5 Navy Legal access.

2.3.2.5.1 The Contractor shall provide the ability to access databases directly via a Web browser.

The Contractor shall provide to the Navy technical POC (see paragraph 4.5.5) the technical information related to its Web-based system required to implement the types of retrievals described above as well as a technical point of contact. Such information will include Uniform Resource Locators (URLs), command syntax, and parameters.

Whenever the Contractor modifies its production Web system in a way that affects the capabilities described above, it shall do so in a manner that supports Navy access and shall provide to the Navy technical POC, at least 30 days in advance of the date the modification goes into production, any technical information necessary to continue these capabilities. The Contractor shall test changes to its system to assure that functionality of access is not impaired or diminished.

2.3.2.6 DLA Access.

2.3.2.6.1 The Contractor shall provide the ability to access databases directly via a

2.3.2.6.2 The Contractor shall provide to the DLA technical POC (see paragraph 4.5.6) the technical information related to its Web-based system required to implement the types of retrievals described above as well as a technical point of contact. Such information will include Uniform Resource Locators (URLs), command syntax, and parameters. Whenever the Contractor modifies its production Web system in a way that affects the capabilities described above, it shall do so in a manner that supports DLA access and shall provide to the DLA technical POC, at least 30 days in advance of the date the modification goes into production, any technical information necessary to

2.3.2.7 DCMA Access.

2.3.2.7.1 The Contractor shall provide the ability to access databases directly via a

2.3.2.7.2 The Contractor shall provide to the DCMA technical POC (see paragraph 4.5.7) the technical information related to its Web-based system required to implement the types of retrievals described above as well as a technical point of contact. Such information will include Uniform Resource Locators (URLs), command syntax, and parameters. Whenever the Contractor modifies its production Web system in a way that affects the capabilities described above, it shall do so in a manner that supports DCMA access and shall provide to the DCMA technical POC, at least 30 days in advance of the date the modification goes into production, any technical information necessary to

2.3.2.8 DCAA Access.

2.3.2.8.1 The Contractor shall provide the ability to access databases directly via a

2.3.2.8.2 The Contractor shall provide to the DCAA technical POC (see paragraph 4.5.8) the technical information related to its Web-based system required to implement the types of retrievals described above as well as a technical point of contact. Such information will include Uniform Resource Locators (URLs), command syntax, and parameters. Whenever the Contractor modifies its production Web system in a way that affects the capabilities described above, it shall do so in a manner that supports DCAA access and shall provide to the DCAA technical POC, at least 30 days in advance of the date the modification goes into production, any technical information necessary to continue these capabilities. The Contractor shall test changes to its system to assure that functionality of access is not impaired or diminished.

2.3.3 Search and Retrieval Capabilities.

2.3.3.1 Retrieving Documents by Citation.

Many of the databases specified in paragraph 2.1.1 are made up of documents, each with one or more standard forms of citation (e.g. 480 U.S. 102, Revenue Ruling 88-1, 5 United States Code 1). For such databases, the system shall allow the user to select directly a document for browsing and/or retrieval by specifying the document according to the citation form prescribed in the most recent edition of The Bluebook: A Uniform System of Citation; or according to any additional or different citation form required or recognized by the relevant court, agency, forum or jurisdiction.

2.3.3.2 Searching. The system shall accommodate both term and operator searching and natural language searching of the selected database(s). Additionally, irrespective of the search methodology used, the system shall permit the user to modify search terms used to modify or narrow the results returned.

2.3.3.2.1 Term and Operator Searching. Term and operator searching shall permit the user to search using the following conventions:

(a) Boolean search operators equivalent to AND, OR, and AND_NOT.

(b) Proximity search operators that express the nearness of two search terms.

(c) Both infix (e.g., m*n is equivalent to man OR men) and postfix (e.g., litiga*** is equivalent to litigant or litigate) wildcard characters in search terms.

(d) The ability to restrict a search to a specified document segment/field (e.g., court, judge, opinion date, case name, or opinion in a database of court opinion documents).

(e) The ability to recall to the screen the previous search expression entered by the user, modify the expression, and execute the modified search expression, or base a search on the result of a prior search.

2.3.3.2.2 Natural Language Searching. Users shall be able to search the selected database using English language sentences or phrases.

2.3.3.3 Browsing. The system shall provide the following minimum set of document browsing facilities:

(a) The ability to display a single document retrieved by citation.

(b) The ability to display a single document from the set of documents returned in response to a search request with each occurrence of each term used in the search request highlighted for easy identification.

(c) The ability to page forward or backward through a single displayed document one screen at a time.

(d) The ability to move forward or backward through a single displayed document viewing only those screens that contain highlighted terms.

(e) The ability to display the document titles for the documents in a search result set (i.e., display a citation list).

2.3.3.4 Citators.

(a) The system shall provide at least two different types of citators. Ata minimum, both the case history citator and the general citator, described below, shall be provided for all Federal court opinion databases.

(1) A case history citator shall provide case history, through the various appellate levels, on a case-by- case basis. The case history citator shall be updated on a daily basis so the most recent appellate action for each active case is available.

(2) A general citator shall provide a more in-depth treatment of each case/opinion than the case history citator. The general citator shall include a comprehensive list of references to each case/decision in other court opinions, law reviews, and other applicable publications. For referencing documents that are presented in a volume/page format (e.g., 315 U.S. 649), the page number on which the primary reference occurs shall be presented (e.g., 315 U.S. 649 at page 656 or 315 U.S.656).

(b) For both citators, the system shall allow the user to request a citator/case history display for a single displayed court decision or to enter the citation of the desired decision. When a citator/case history is displayed, the system shall be capable of presenting the full text of a referencing document included on the display, if that document is available in a database provided by the Contractor.

(c) The Contractor’s system shall provide both citators for all non-Federal court opinion databases for which it currently provides citators to other Federal agencies.

2.3.3.5 Printing, Downloading and E-mail. The system shall provide the following capabilities and facilities:

(a) The ability to download and print, as a single operation, one or more selected documents to a printer connected (either directly or as a shared network device) to the user’s workstation.

(b) The ability to download one or more selected documents to the user's workstation and store the documents in a user-specified disk file for later printing or manipulation through a word processing program.

(c) Unlimited printing and downloading of retrieved documents at no additional charge, including all PDF formats, subject to copyright and licensing restrictions in the final contract. Downloading formats shall at a minimum, include Microsoft Word and ASCII text.

(d) The ability to e-mail the following to one or more users (subject to any limitations of the user’s and recipient’s e-mail systems): One or more selected documents, as a single operation; multiple lists of search results; links to selected documents; and citator results.

2.3.3.6 Automatic Search and Retrieval. Provide an Electronic Clipping Service, as defined in Appendix 1, at no additional charge.

2.3.4 Availability.

2.3.4.1 The Contractor's web-based legal research system shall normally be available to all users around the clock, 24 hours a day, seven days a week, every day of the year.

“Available” is defined as the system allowing any authorized user to log onto the Contractor's system, search any database file(s), and retrieve and download the requested information.” The system shall be available, on a monthly basis, so that system downtime is no greater than five (5) hours of the required period of system availability per month. “System downtime” is that period of time when the system is not fully available to authorized users due to a malfunction or limitations in the Contractor's equipment, software, or telecommunications connections. Lack of system availability due to unusual, unforeseen circumstances (e.g., weather-related outages, utility system disruptions, natural disasters, or other acts of God) shall not be considered system downtime.

2.3.4.2 Should the system require additional planned downtime, the Contractor will provide the Government at least five business days advance notice and schedule the downtime between the hours of 9 P.M. and 5 A.M. Eastern time Monday through Saturday or between 1 A.M. and 1 P.M. Eastern Time Sunday. The Contractor shall perform all routine maintenance and updates during this time or during system downtime described in paragraph (a) above.

2.3.4.3 The Contractor will measure system downtime on a monthly basis and submit a report of such downtime via email to the User Primary and Alternate POCs (Section 4.5) no later than the date the invoice is submitted.

2.4 Customer Support.

Provide technical assistance and answer questions concerning research strategies, database fields, software usage, and other types of questions related to the use of the Contractor’s products and services.

The Contractor shall provide such assistance and customer support by toll-free call to users in, at a minimum, the following countries: United States (as defined in Appendix 1), Australia, Canada, England/United Kingdom, France, Germany, Japan, Mexico, and Taiwan. In those countries not provided toll-free numbers, customers shall be able to obtain customer support through collect calls or through online or e-mail requests (including instant messaging or online chats) to which the Contractor provides a response within 60 minutes.

2.5 Training.

In General. Provide user training at no additional cost for persons covered by this contract at locations worldwide. The nature and method of such training may vary depending upon user location and user population at a specified location. After initial training, the Contractor shall provide follow-up training as required with particular emphasis on changes in system interface and capabilities. This training shall include content and use of databases, search and retrieval functions (including printing and downloading functions), and effective legal research strategies. All instructors provided by the Contractor shall be experienced with the services and products furnished under this contract, and the training shall be limited to those products and services. See Appendices 2a, 7, 10, 11, 12, 13 and 14 for a list of current user locations. Because of the inherent nature of military legal work, office locations and staffing levels will fluctuate constantly. The Contractor will accommodate such changes, including the opening or closure of offices and changes in the number of assigned personnel, at no additional cost to the government and provide training to all existing locations and covered users.

Work with users to set up mutually agreeable dates for initial training and any follow up training as needed. The frequency of training may vary by location or time of year. Where possible, the same training event should include users from different agencies.

2.5.1 The Contractor shall provide on-site training to the following locations:

2.5.1.1 Within the geographic territories of locations where the Contractor has training representatives and where at least five users are stationed.

2.5.1.2 National Capitol Region (NCR). Training shall be provided on-site for all Army, Navy, Marine, DLA, DCMA, DCAA and Air Force legal offices within the NCR (including the Pentagon, Arlington, Rosslyn, Joint Base Anacostia-Bolling, Joint Base Andrews-Naval Air Facility Washington, Ballston, Ft. Richie, Ft. Belvoir, Ft. Meade, Ft. Myer, and Ft.

McNair) and, if available facilities exist, at an office of the Contractor located within the NCR.

2.5.1.3 Wright-Patterson AFB. Training shall be provided on-site or at an office of the Contractor within for all customer legal offices within the Dayton, Ohio, metropolitan area.

2.5.1.4 Schools. Provide training for the instructors at the Air Force JAG School at Maxwell AFB, Alabama; the Department of Law at the U.S. Air Force Academy in Colorado Springs, Colorado; the Department of Law and the Office of the Staff Judge Advocate at the United States Military Academy, West Point, NY; The Judge Advocate General’s Legal Center and School, U.S. Army, at Charlottesville, Virginia; for Navy and USMC users at the Naval Justice School, Newport, Rhode Island; and for all other user legal offices at these locations.

Additionally, the Contractor shall provide training at courses for new JAG officers entering the Air Force, Army, Navy and Marines (commonly called basic courses or schools); for paralegals in the basic, intermediate, and advanced skill level courses; for the Army’s in-resident LL.M.

courses; and for other students.

2.5.1.5 AF/JAS. Provide specialized onsite training for AF/JAS personnel at Maxwell AFB, Alabama.

2.5.1.5 Other locations: For training in other locations or for locations with less than five users, the Contractor shall provide training either on-site, online (e.g., webinars, podcasting or other interactive method), or by telephone (including video teleconferencing).

2.5.2 Online training. Provide user training at no additional cost for persons covered by this contract. At a minimum, this training shall include content and use of databases, search and retrieval functions (including printing and downloading functions), and effective legal research strategies.

2.5.3 Conference Support. Conduct on-site training at Air Force, Army JAG, Navy JAG, Marine Legal, DLA, DCMA and DCAA legal conferences and group events when given at least two weeks’ notice and time on the conference agenda. Otherwise, the Contractor shall upon request supply copies of training literature for the event.

2.5.5. Literature. At a minimum, the Contractor shall provide updated training material to every user office location annually during each year of the contract at no additional charge. Literature shall include, at a minimum, a user’s guide, a directory of research materials, and any available handouts with research tips. Additionally, upon a user’s request, the Contractor shall provide additional training materials in any requested, available format, such as online, e- mail, regular mail, or commercial delivery service, at no additional cost. Such distribution may be by any means including download from the Web, email, mail, commercial delivery service, or by Contractor representatives at training events.

2.6 Password/User ID Management.

2.6.1 Air Force.

2.6.1.1 As instructed by the Air Force through the transmission of files described in paragraph

2.6.1.2 below, the Contractor shall issue User IDs that identify the user by name, by office, and by Major Command or Major Command equivalent.

2.6.1.2 Within 30 days after award, the Air Force shall provide the Contractor with an initial electronic file of users to be authorized access, showing the FLITE User IDs and all identification information necessary to add users. Within 30 days after award, the Air Force shall also provide the Contractor with an initial electronic file of all offices in which users are located, showing office FLITE ID, Major Command, location information, and contact information. Thereafter, on a daily basis, the Air Force shall provide the Contractor with electronic files containing information needed to add new users, to delete users who should no longer have access, and to modify information about existing users, including the offices to which the users are assigned. This type of file is referred to herein as the AF User File. Also on a daily basis, the Air Force shall provide the Contractor with electronic files containing transactions to add offices, delete offices, or modify information about existing offices. This type of file is referred to herein as the AF Office File. Specification of the file formats is contained in Appendix 3 of this SOR. The initial files containing all users and all offices will contain the same data elements as the daily files except that the “Action” field may be omitted.

All files will be transmitted via an agreed-on protocol to a server address supplied by the Contractor.

2.6.1.3 Within one business day after the receipt of an AF User or Office File, the Contractor shall take the appropriate action (add, delete, modify) within the Contractor’s system and shall return to JAS an electronic file or email message in the agreed format reflecting the actions taken and specifying any file processing errors. An acceptable format is shown in Appendix 4a of this SOR.

2.6.1.4 There shall be three accounts/billing groups, one for AF Legal, one for SAF/GC, and one for registered FLITE users other than AF Legal personnel. A fourth account may be established if deemed necessary by the Contractor to support the menu available for NonAF offices. Users shall retain the same User IDs when they move among offices within the same account.

2.6.1.5 For Web access through FLITE, authentication into the Contractor’s system shall be automatic based on the user’s FLITE ID as discussed in paragraph 2.3.2.2.

2.6.1.6 At least once per week, the Contractor shall send to AF/JAS a complete file of the Contractor User IDs issued under this contract in a mutually acceptable format, such as Microsoft Excel.