Contract User Guide - Final 042425.docx

Online Legal Tools -Contract User Guide

505ENT-M24-ONLEGALTOOL-00

STATE OF WISCONSIN

DEPARTMENT OF ADMINISTRATION

Division of Enterprise Operations State Bureau of Procurement

Online Legal Research Tools Contract # 505ENT-M24-ONLEGALTOOL-00

Contract Overview

Contract Term

Table of Contents

OVERVIEW

These contracts provide procurement authority for State agencies, UW campuses and municipalities to purchase legal research databases, access legal records and online investigative tools.

SCOPE

This contract offers a broad range of online legal research and tools. Examples include but are not limited to:

· Legal research content

· Online access to federal and State administrative code, statutes, regulations, attorney general opinions, court briefs and other databases and libraries.

· CD-ROM or books

· Legal reference tools

· Online access to legal dictionaries, encyclopedias, law reviews and bar journals

· Legal research system

· Online system via standard internet browsers

· Citation and search functionality

· Legal research support services

· 24/7 access and online help

· Web analytics tools

· (Provided as a convenience to users)

· Investigative products (such as Westlaw’s CLEAR)

· Legal records (such as birth, death and marriage certificates/licenses)

CONTRACT NUMBERS

Thomson Reuters (West Publishing) (Supplier ID: 0000030044) 505ENT-M24-ONLEGALTOOL-01

Lexis Nexis has two different contract numbers. Please be sure that the new contract number is reflected on the quote and not the one from the prior contract. Please review the invoice/order form to know which contract number to use.

ORDERING

New orders on this contract require an order form to be filled out and signed by the Authorized User. These are typically for a several year period. Once that order form expires a new order form will need to be filled out with the chosen vendor. The contract number must be listed on the order form. If an agency has an order form under the old contract, the terms of the old contract will apply to the purchase until the order form expires. Once the order form expires, a new agreement will need to be entered into under the new contract.

When signing an order form with Thomson Reuters, agency should fill out and sign Exhibit J Order Form Addendum along with the order form. The Exhibit can be found in the Thomson Reuters contract on Page 97 and the vendor should provide authorized users along with the corresponding order form.

VENDOR CONTACT INFORMATION

Thomson Reuters (West Publishing)

Lexis Nexis

CORE PRODUCTS

Core packages noted below will include:

· Administrative regulations

· Case laws

· Codes

· Court rules

· Legislative material

· Statutes

Core Packages also include unlimited access to legal reference tools and news information in the following:

· Bar journals

· Law reviews/journals

· Legal encyclopedias

· Restatement of law

· Treatises

· Newspapers and newspapers archives

· Magazines and other periodicals

State Core Unlimited access to legal research content from the federal level and the State of Wisconsin.

National Core Unlimited access to legal research content from the federal level and all 50 states.

PRICING

Pricing for all other items can be found in the contracts posted on VendorNet. This pricing is valid for the first year of the contract (Start date – June 30, 2025). There is a price increase built in for future years, that can be found in the contract documents. Lexis’s price increase is 5% each year, while TR’s pricing changes can be found on page 34. Lexis lists discounts on Page 112 of their contract documents based on number of users.

ADDITIONAL OFFERINGS

If ordering anything other than the State and National core packages, Authorized Users should review/ negotiate the terms as needed.

For awareness, listed below are some terms that were not negotiated by DOA: listed below are some of the items that agencies shall review/negotiate the terms on.

Lexis Nexis

· VitalChek – Additional action item: Requires a business case exception from the mandatory banking contract prior to utilizing this to collect payments.

· Amplify ID

· AVCC Consortium- Additional action item: Fill out Exhibits H2-H4 which are posted on the VendorNet contract page. DOA did not negotiate anything on Exhibits H2-H4

· Tri-Merge

· Contributory Network Services

Thomson Reuters (West Publishing)

· CLEAR

· HIGH Q

If purchasing items not listed in this user guide or the contract documents, please contact the contract manager to inquire if they are available on the contract.

INVOICING

Invoices shall be itemized.

ADDITIONAL CONSIDERATIONS

In addition to adhering to applicable policies and procedures, Authorized Users must also consult with the appropriate IT representative or stakeholder within their organization to understand what IT specific pre-screening, assessments, or approvals may need to occur before a transaction can be completed.

Such pre-screening, assessments, or approvals may include but are not limited to the following:

· If purchasing any cloud product, permission is needed from DET (Brian Kreklau) Brian.Kreklau@wisconsin.gov 608 261-6580

· High-Risk IT Process (See PIM-22-001 for more information).

· If the goods or services purchased through this contract are intended to support a High-Risk Project (this includes a PO being issued for over $1,000,000), state agencies shall ensure that the High-Risk approval process is initiated and completed prior to the PO being issued or the contract signed. More about this process can be found in the PIM 22-001 (linked above). State agencies need to complete the DOA-3730 and submit through the RPA portal Https://rpa.wi.gov/#/Home

· Cloud Brokerage Review

· DET Architecture Assessment

· Telecommunications System Study Report (TSSR)

QUESTIONS AND ISSUES

Purchasing Entities should first attempt to resolve complaints, issues or disputes informally with the Contractor. If the issue or dispute cannot be resolved, the issue may be elevated to the SBOP Contract Manager.

Contract Manager Sandra Barg DOA – State Bureau of Procurement 101 E. Wilson Street, 6th Floor Madison, WI 53703 608-266-1558 Sandra.Barg1@wisconsin.gov

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