OGCRFPMod3_4.9.13_(1).pdf

RFP HEIAA-P-13-0005

AMENDMENT 3

SUMMARY OF CHANGES

1. Made various corrections to the RFP Cover Letter for consistency with the RFP.

2. Removed all requirements for CCH Government Contracts Reporter:

a. Task 1,#11,d.--deleted

b. Task 2,#14,c. --deleted

c. Task 3,#11,d--deleted

3. Corrected Section 4.1 Period of Performance at page 30.

4. Replaced May 2012 version of FAR clause 52.212-5 with January 2013 version at pages

35-39A.

5. Deleted instruction at page 45 requiring submission of a paper copy of price proposal.

6. Removed requirement for submission of Past Performance Reference sheets, updated

Factor 4 instructions and evaluation method at pages 46 and 48.

Date: April 9, 2013 Modification#3

To: All Prospective Offerors

From: GSA Central Office Contracting Division

Subject: Request for Proposal (RFP) On Line Legal Research

The General Services Administration (GSA), Central Office Contracting Division is issuing this Request for Proposal (RFP) on the Office of General Counsel, (OGC), and Office of the Inspector General, and the Office of the Board of Contract Appeals to solicit for the purpose of entering into a contract under FAR Parts 12 and 15. The requirement is to provide On Line Legal Research Services. The services are delineated in the attached Statement of Work (SOW).

The Government intends to award a contract under which Firm Fixed-Price Task Orders will be issued. The Government may award without discussions.

Please provide us with your Federal tax id number and your Dun’s number.

- FORMAT FOR TECHNICAL PROPOSAL

The due date for submittal of the Technical and Price Proposals will be noon, EST, April 12, 2013. Please submit you technical proposals separately from your Price Proposals

The Technical Proposal shall include:

1. Database Availability Matrix

2. Search Capabilities Description

3. Technical Support Plan

4. Past Performance

5. Corporate Experience

FORMAT FOR PRICE PROPOSAL

The price proposal shall be a separate attachment in Microsoft Word, Excel or a PDF attachment, submitted at the same time as the technical proposal. There is no page limit on the price proposal.

Price proposals shall be based on current rates, utilizing any and all discounts. Please submit your pricing proposals separately from your technical proposals.

Travel for this contract shall be in accordance with the Federal Travel Regulations. Any travel shall be coordinated and approved in advance with the, The Contracting Office’s Representative (COR’s) on individual task orders. Travel expenses shall be billed as an other direct cost (ODC).

Invoicing shall be by successful completion of each task order unless otherwise proposed by the

Offeror in their proposal.

EVALUATION OF PROPOSALS

Each Offeror’s proposal shall be evaluated according to the factors shown below. Award will be made to the technically acceptable, lowest priced proposal. The Government will evaluate the Contractor’s technical proposal and make a determination of the Contractor’s ability to fully meet the technically requirements stated in the SOW. Prices will be evaluated in the aggregate for both the base and optional years. Contractors shall submit their proposal on an overall annual firm fixed price basis for each of the CLIN’s in Section 2.

FACTOR 1 Database Availability Matrix

� A technical acceptable proposal for Factor 1 is one that completely addresses the Offeror’s offering in response to the Requirements Table, demonstrating that it has its ownership;

possession obtained or will obtain the research databases, research databases, research sources, primary authority, and secondary authority responsive to the RFP by the performance start date. A technical approach that does not address all items listed will not meet the acceptable standard.

FACTOR 2: Search Capabilities Description

A technically acceptable proposal for Factor 2 means that: The Offceror’s offer identified research abilities that utilize natural language; terms and connectors search abilities as a research tool.

� The Offeror’s offer identified research abilities that utilize email, print, download, highlight, save and search within results.

� The Offeror’s offer identified research abilities that utilize, multiple databases at one time

FACTOR 3: Technical Support Plan

� A technically acceptable proposal for Factor 3 means that: The Offeror’s offer identified a transition-in support plan that includes coordinating user access to online services (e.g., issuing passwords) and training, starting from the date of contract award within 2 business days.

� The Offerors proposes 24X 7 technical support and legal research services (such as research attorneys, live chat capabilities)

� TheOfferor’s offer indicated 24 X 7 legal support

FACTOR 4:

Past Performance

A technically acceptable proposal for Factor 4 means that: Past performance reflects performance of projects similar in size, scope and complexity to the requirements contained in Section 2 Performance Work State of the RFP. In conducting the past performance assessment, the Government will use data obtained from (a) Contractor Performance Assessment Reporting System(CPARS), Past Performance Information Retrieval System (PPIRS) and Federal Awardee Performance and Integrity Information System (FPAIIS) to evaluate past performance and the (b) the offeror’s role and responsi are similar in size, scope and complexity to the requirements contained in Section 2- Performance Work Statement of the RFP ; and (c) the Past performance reflects the degree to which performance was successful for projects of similar size, scope and complexity. An offeror that has no record of relevant past performance or for whom such information is not available will be deemed acceptable for this factor.

FACTOR 5 Corporate Experience

� A technically acceptable proposal for Factor 5 means that: 1) The Offeror’s offer identified two projects that are similar in size, scope and complexity to the requirements contained in this RFP.

� The Offeror’s offer provided information about success on these projects as well as any problems encountered and methods used to identify and correct these problems

The Offeror’s offer provided data that performance was successful on two projects that are similar in size scope and complexity to the requirements contained in this RFP.

CONTRACT AWARD

Contract award is anticipated no later than April 30, 2013. Contract award shall be made to the responsible Offeror whose offer, in conforming to this RFP, provides an overall best value to the Government, technical evaluation factors, and price considered. The Government’s objective is to obtain the highest technical quality considered necessary meet the RFP requirements at a realistic and reasonable price. Award will be made to the lowest price technically accepted offer.

QUESTIONS REGARDING THIS RFP

All questions must be submitted in writing via email to the Contracting Officer no later than April 4, 2013 EST, noon, to ensure a response. All questions must be in writing and no questions will be accepted by telephone. The Government reserves the right to edit any questions as needed to protect the identity of’the source, but absent this consideration, the Government intends to quote each submitted question verbatim in its response. The Government has targeted, but cannot guarantee a consolidated response to all bidders on or about April 9, 2013.

GSA CONTRACTING OFFICER

Donna C. Hughes Contracting Officer GSA/Central Office Contracting Division 1275 First Street, NE Washington, DC 20417 donna.hughcs@gsa.gov

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS 1. REQUISITION NUMBER PAGE 1 OF

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

2. CONTRACT NO. 3. AWARD/EFFECTIVE ORDER NUMBER 5. SOLICITATION NUMBER 8, SOLICITATION ISSUE

DATE

1 4.

DATE

04/30/2013 HElM-P-I 3-0005 04/0112013

a. NAME b. TELEPHONE NUMBER (No collect B. OFFER DUE DATE!

7. FOR SOLICITATION calls) LOCAL TIME

INFORMATION CALL:

� Donna C. Hughes 202-219-2439 04/12/2013

9. ISSUED BY CODE 10. THIS ACQUISITION IS [J UNRESTRICTED OR LSET ASIDE: % FOR:

WOMEN-OWNED SMALL BUSINESS

(WOSS) ELIGIBLE UNDER THE WOMEN-OWNED

1275 First Street, NE HUBZONE SMALL SMALL BUSINESS PROGRAM NAICS:

Washington, DC 20417 ’- BUSINESS

EEDWOSB

i SERVICE-DISABLED

_J VETERAN-OWNED SIZE STANDARD.

SMALL BUSINESS Es_(A)

11. DELIVERY FOR FOB DESTINA. 12. DISCOUNT TERMS 113b. RATING

TION UNLESS BLOCK IS E 13a. THIS CONTRACT IS

MARKED RATED ORDER UNDER

14. METHOD OF SOLICITATION DPAS (15 CFR 700)

SEE SCHEDULE ERFQ EIFB RFP

15. DELIVER TO CODE 16. ADMINISTERED BY CODE

GSA/Financial Operations & Disbursement Division P.O. Box 419279 Room 11 00-6BCP Kansas City, MO 64141

TELEPHONE NO.

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN

OFFER

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK ISa UNLESS BLOCK

BELOW IS CHECKED D_ SEE ADDENDUM

19. 20. 21. 22. 23. 24.

ITEM NO. . SCHEDULE OF SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

This is a combined synopsis/solicitation for commercial items prepared in accordance with the format in Subpart 12.6, as supplemented with additional information in-cluded in this notice. This announcement consitutes the only solicitation; proposals are being requested and a wrift9n solicitatior’ will pQt h

(Use Reverse and/or Attach Additional Sheets as Necessary)

25. ACCOUNTING AND APPROPRIATION DATA 26. TOTAL AWARD AMOUNT (For Govt. Use Only)

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212.1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA [] ARE ARE NOT ATTACHED

Fl 27b. CONTRACTIPURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA LI ARE [:]ARE NOT ATTACHED

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

29. AWARD OF CONTRACT: REF. OFFER

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND

DELIVER ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY

ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED

DATED _____________- YOUR OFFER ON SOLICITATION

(BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

30a. SIGNATURE OF OFFEROR/CONTRACTOR

31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER) or print) 130c. DATE

31b. NAME OF CONTRACTING OFFICER (Type or print)

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED:

32b.SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE 32d.PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f.TELPHONE NUMBER OF AUTHORZED GOVERNMENT REPRESENTATIVE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

33. SHIP NUMBER 34. VOUCHER NUMBER 35. AMOUNT VERIFIED

CORRECT FOR

36. PAYMENT

COMPLETE PARTIAL FINAL

37. CHECK NUMBER

PARTIAL [JFINAL

38. S/R ACCOUNT NO. 39. S/R VOUCHER NUMBER 40. PAID BY

41a, I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT 42a. RECEIVED BY (Print)

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42b. RECEIVED AT (Location)

42c. DATE RECD (YY/MM/DD) 42d.TOTAL CONTAINERS

STANDARD FORM 1449 (REV, 2/2012) BACK

REQUEST FOR PROPOSAL (RFP)

[HE1AA-P-13-0005)]

ONLINE LEGAL RESEARCH SERVICES

in support of:

General Services Administration Office of General Counsel

Conducted under FAR Parts 12 and 15

Issued by:

General Services Administration Office of Administrative Services

Central Office Contracting Division 1275 First Street, NE

Suite 700 Washington, DC 20417

T-YV7 A A D11flflflç

REQUEST FOR PROPOSAL

GENERAL SERVICES ADMINISTRATION

OFFICE OF GENERAL COUNSEL

TABLE OF CONTENTS

CONTRACT CLAUSES

52.212-4, Contract Terms and Conditions - Commercial Items Page 3

Addendum to 52.212-4, Contract Terms and Conditions - Commercial Items Page 8

Schedule for Supplies and Services Page 22

52.217-8 Option to Extend Services Page 26

52.217-9 Option to Extend the Term of the Contract Page 26

52.212-5, Contract Terms and Conditions Required To Implement Statutes and Executive Orders Page 35

SOLICITATION PROVISIONS

52.212-1 Instructions to Offerors �Commercial Items Page 40

Addendum to 52.212-1 - General Instructions Page 43

Evaluation Page 47

ATTACHMENTS

A. Historical Usage Information

Request For Proposal HEIAA-P-1 3-0005 2

CONTRACT CLAUSES

52.212-4 CONTRACT TERMS AND CONDITIONS�COMMERCIAL ITEMS (FEB 2012)

(a) inspection/Acceptance. The Contractor shall only tender for acceptance those items that conform to the requirements of this contract. The Government reserves the right to inspect or test any supplies or services that have been tendered for acceptance. The Government may require repair or replacement of nonconforming supplies or reperformance of nonconforming services at no increase in contract price. If repair/replacement or reperformance will not correct the defects or is not possible, the Government may seek an equitable price reduction or adequate consideration for acceptance of nonconforming supplies or services. The Government must exercise its post-acceptance rights�

(1) Within a reasonable time after the defect was discovered or should have been discovered; and

(2) Before any substantial change occurs in the condition of the item, unless the change is due to the defect in the item.

(b) Assignment. The Contractor or its assignee may assign its rights to receive payment due as a result of performance of this contract to a bank, trust company, or other financing institution, including any Federal lending agency in accordance with the Assignment of Claims Act (31 U.S.C. 3727). However, when a third party makes payment (e.g., use of the Government-wide commercial purchase card), the Contractor may not assign its rights to receive payment under this contract.

(c) Changes. Changes in the terms and conditions of this contract may be made only by written agreement of the parties.

(d) Disputes. This contract is subject to the Contract Disputes Act of 1978, as amended (4 1- U.S.C. 601-613). Failure of the parties to this contract to reach agreement on any request for equitable adjustment, claim, appeal or action arising under or relating to this contract shall be a dispute to be resolved in accordance with the clause at FAR 52.233-1, Disputes, which is incorporated herein by reference. The Contractor shall proceed diligently with performance of this contract, pending final resolution of any dispute arising under the contract.

(e) Definitions. The clause at FAR 52.202-1, Definitions, is incorporated herein by reference.

(1) Excusable delays. The Contractor shall be liable for default unless nonperformance is caused by an occurrence beyond the reasonable control of the Contractor and without its fault or negligence such as, acts of God or the public enemy, acts of Oovemment in either -its sovciciii or conftaetual eapaeiy-fires, floods, epidemics, quarantine restrictions, strikes, unusually severe weather, and delays of common carriers. The Contractor shall notify the Contracting Officer in writing as soon as it is reasonably possible after the commencement of any excusable delay, setting forth the full particulars in connection therewith, shall remedy such occurrence with all reasonable dispatch, and shall promptly give written notice to the Contracting Officer of the cessation of such occurrence.

(g) Invoice.

(1) The Contractor shall submit an original invoice and three copies (or electronic invoice, if authorized) to the address designated in the contract to receive invoices. An invoice must include- (i)Name and address of the Contractor;

(ii) Invoice date and number;

(iii) Contract number, contract line item number and, if applicable, the order number;

(iv) Description, quantity, unit of measure, unit price and extended price of the items delivered;

Request For Proposal HELAA-P- 13-0005

(v) Shipping number and date of shipment, including the bill of lading number and weight of shipment if shipped on Government bill of lading;

(vi) Terms of any discount for prompt payment offered;

(vii) Name and address of official to whom payment is to be sent;

(viii)Name, title, and phone number of person to notify in event of defective invoice; and

(ix) Taxpayer Identification Number (TIN). The Contractor shall include its TIN on the invoice only if required elsewhere in this contract.

(x) Electronic funds transfer (EFT) banking information.

(A) The Contractor shall include EFT banking information on the invoice only if required elsewhere in this contract.

(B) If EFT banking information is not required to be on the invoice, in order for the invoice to be a proper invoice, the Contractor shall have submitted correct EFT banking information in accordance with the applicable solicitation provision, contract clause (e.g., 52.232-33, Payment by Electronic Funds Transfer�Central Contractor Registration, or 52.232-34, Payment by Electronic Funds Transfer�Other Than Central Contractor Registration), or applicable agency procedures.

(C) EFT banking information is not required if the Government waived the requirement to pay by EFT.

(2) Invoices will be handled in accordance with the Prompt Payment Act (31 U.S.C. 3903) and Office of Management and Budget (OMB) prompt payment regulations at 5 CFR Part 1315.

(h) Patent indemnity. The Contractor shall indemnify the Government and its officers, employees and agents against liability, including costs, for actual or alleged direct or contributory infringement of, or inducement to infringe, any United States or foreign patent, trademark or copyright, arising out of the performance of this contract, provided the Contractor is reasonably notified of such claims and proceedings.

(i) Payment.�

(1) Items accepted. Payment shall be made for items accepted by the Government that have been delivered to the delivery destinations set forth in this contract.

(2) Prompt payment. The Government will make payment in accordance with the Prompt Payment

Act (31 U.S.C. 3903) and prompt payment regulations at 5 CFR Part 1315.

(3) Electronic Funds Transfer (EFT). If the Government makes payment by EFT, see 52.212-5(b) for the appropriate EFT clause.

(4) Discount. In connection with any discount offered for early payment, time shall be computed from the date of the invoice. For the purpose of computing the discount earned, payment shall be considered to have been made on the date which appears on the payment check or the specified payment date if an electronic funds transfer payment is made.

(5) Overpayments. If the Contractor becomes aware of a duplicate contract financing or invoice payment or that the Government has otherwise overpaid on a contract financing or invoice payment, the Contractor shall-

(i) Remit the overpayment amount to the payment office cited in the contract along with a description of the overpayment including the�

(A) Circumstances of the overpayment (e.g., duplicate payment, erroneous payment, liquidation errors, date(s) of overpayment);

(B) Affected contract number and delivery order number, if applicable;

Request For Proposal HEIAA-P-13-0005 4

(C) Affected contract line item or sub-line item, if applicable; and

(D) Contractor point of contact.

(ii) Provide a copy of the remittance and supporting documentation to the Contracting Officer.

(6) Interest.

(i) All amounts that become payable by the Contractor to the Government under this contract shall bear simple interest from the date due until paid unless paid within 30 days of becoming due. The interest rate shall be the interest rate established by the Secretary of the Treasury as provided in Section 611 of the Contract Disputes Act of 1978 (Public Law 95-563), which is applicable to the period in which the amount becomes due, as provided in (i)(6)(v) of this clause, and then at the rate applicable for each six-month period as fixed by the Secretary until the amount is paid.

(ii) The Government may issue a demand for payment to the Contractor upon finding a debt is due under the contract.

(iii) Final decisions. The Contracting Officer will issue a final decision as required by 33.211 if�

(A) The Contracting Officer and the Contractor are unable to reach agreement on the existence or amount of a debt within 30 days;

(B) The Contractor fails to liquidate a debt previously demanded by the Contracting Officer within the timeline specified in the demand for payment unless the amounts were not repaid because the Contractor has requested an installment payment agreement; or

(C) The Contractor requests a deferment of collection on a debt previously demanded by the

Contracting Officer (see 32.607-2).

(iv) If a demand for payment was previously issued for the debt, the demand for payment included in the final decision shall identify the same due date as the original demand for payment.

(v) Amounts shall be due at the earliest of the following dates:

(A) The date fixed under this contract.

(B) The date of the first written demand for payment, including any demand for payment resulting from a default termination.

(vi) The interest charge shall be computed for the actual number of calendar days involved beginning on the due date and ending on�

(A) The date on which the designated office receives payment from the Contractor;

(B) The date of issuance of a. Government check to the Contractor from which an amount otherwise payable has been withheld as a credit against the contract debt; or

(C) The date on which an amount withheld and applied to the contract debt would otherwise have become payable to the Contractor.

(vii) The interest charge made under this clause may be reduced under the procedures prescribed in 32.608-2 of the Federal Acquisition Regulation in effect on the date of this contract.

(j) Risk of loss. Unless the contract specifically provides otherwise, risk of loss or damage to the supplies provided under this contract shall remain with the Contractor until, and shall pass to the

Government upon:

(1) Delivery of the supplies to a carrier, if transportation is f.o.b. origin; or

(2) Delivery of the supplies to the Government at the destination specified in the contract, if transportation is f.o.b. destination.

(k) Taxes. The contract price includes all applicable Federal, State, and local taxes and duties.

Request For Proposal HEIAA-P- 13-0005

(1) Termination for the Government’s convenience. The Government reserves the right to terminate this contract, or any part hereof, for its sole convenience. In the event of such termination, the Contractor shall immediately stop all work hereunder and shall immediately cause any and all of its suppliers and subcontractors to cease work. Subject to the terms of this contract, the Contractor shall be paid a percentage of the contract price reflecting the percentage of the work performed prior to the notice of termination, plus reasonable charges the Contractor can demonstrate to the satisfaction of the Government using its standard record keeping system, have resulted from the termination. The Contractor shall not be required to comply with the cost accounting standards or contract cost principles for this purpose. This paragraph does not give the Government any right to audit the Contractor’s records The Contractor shall not be paid for any work performed or costs incurred which reasonably could have been avoided.

(m) Termination for cause. The Government may terminate this contract, or any part hereof, for cause in the event of any default by the Contractor, or if the Contractor fails to comply with any contract terms and conditions, or fails to provide the Government, upon request, with adequate assurances of future performance. In the event of termination for cause, the Government shall not be liable to the Contractor for any amount for supplies or services not accepted, and the Contractor shall be liable to the Government for any and all rights and remedies provided by law. If it is determined that the Government improperly terminated this contract for default, such termination shall be deemed a termination for convenience.

(n) Title. Unless specified elsewhere in this contract, title to items furnished under this contract shall pass to the Government upon acceptance, regardless of when or where the Government takes physical possession.

(o) Warranty. The Contractor warrants and implies that the items delivered hereunder are merchantable and fit for use for the particular purpose described in this contract.

(p) Limitation of liability. Except as otherwise provided by an express warranty, the Contractor will not be liable to the Government for consequential damages resulting from any defect or deficiencies in accepted items.

(q) Other compliances. The Contractor shall comply with all applicable Federal, State and local laws, executive orders, rules and regulations applicable to its performance under this contract.

(r) Compliance with laws unique to Government contracts. The Contractor agrees to comply with 31 U.S.C. 1352 relating to limitations on the use of appropriated funds to influence certain Federal contracts; 18 U.S.C. 431 relating to officials not to benefit; 40 U.S.C. 3701, et seq., Contract Work Hours and Safety Standards Act; 41 U.S.C. 51-58, Anti-Kickback Act of 1986; 41 U.S.C. 265 and 10 U.S.C. 2409 relating to whistleblower protections; 49 U.S.C. 40118, Fly American; and 41 U.S.C. 423 relating to procurement integrity.

(s) Order of precedence. Any inconsistencies in this solicitation or contract shall be resolved by giving precedence in the following order:

(1) The schedule of supplies/services.

(2) The Assignments, Disputes, Payments, Invoice, Other Compliances, and Compliance with Laws

Unique to Government Contracts paragraphs of this clause.

(3) The clause at 52.212-5.

(4) Addenda to this solicitation or contract, including any license agreements for computer software.

(5) Solicitation provisions if this is a solicitation.

Request For Proposal HEIAA-P-1 3-000 5 6

(6) Other paragraphs of this clause.

(7) The Standard Form 1449.

(8) Other documents, exhibits, and attachments.

(9) The specification.

(t) Central Contractor Registration (CCR).

(1) Unless exempted by an addendum to this contract, the Contractor is responsible during performance and through final payment of any contract for the accuracy and completeness of the data within the CCR database, and for any liability resulting from the Government’s reliance on inaccurate or incomplete data. To remain registered in the CCR database after the initial registration, the Contractor is required to review and update on an annual basis from the date of initial registration or subsequent updates its information in the CCR database to ensure it is current, accurate and complete. Updating information in the CCR does not alter the terms and conditions of this contract and is not a substitute for a properly executed contractual document.

(2)(i) If a Contractor has legally changed its business name, "doing business as" name, or division name (whichever is shown on the contract), or has transferred the assets used in performing the contract, but has not completed the necessary requirements regarding novation and change-of-name agreements in FAR Subpart 42.12, the Contractor shall provide the responsible Contracting Officer a minimum of one business day’s written notification of its intention to (A) change the name in the CCR database;

(B) comply with the requirements of Subpart 42.12; and (C) agree in writing to the timeline and procedures specified by the responsible Contracting Officer.

The Contractor must provide with the notification sufficient documentation to support the legally changed name.

(ii) If the Contractor fails to comply with the requirements of paragraph (t)(2)(i) of this clause, or fails to perform the agreement at paragraph (t)(2)(i)(C) of this clause, and, in the absence of a properly executed novation or change-of-name agreement, the CCR information that shows the Contractor to be other than the Contractor indicated in the contract will be considered to be incorrect information within the meaning of the "Suspension of Payment" paragraph of the electronic funds transfer (EFT) clause of this contract.

(3) The Contractor shall not change the name or address for EFT payments or manual payments, as appropriate, in the CCR record to reflect an assignee for the purpose of assignment of claims (see Subpart 32.8, Assignment of Claims). Assignees shall be separately registered in the CCR database.

Information provided to the Contractor’s CCR record that indicates payments, including those made by EFT, to an ultimate recipient other than that Contractor will be considered to be incorrect information within the meaning of the "Suspension of payment" paragraph of the EFT clause of this contract.

(4) Offerors and Contractors may obtain information on registration and annual confirmation requirements via CCR accessed through https://www.acquisition.gov or by calling 1-888-227-2423 or

269-961-5757.

(End of clause)

Request For Proposal HEIAA-P-13-0005 7

ADDENDUM TO 52.212-4. CONTRACT TERMS AND CONDITIONS �COMMERCIAL ITEMS

(FEB 2012)

1.0 PERFORMANCE WORK STATEMENT

1.1 BACKGROUND

The General Services Administration (GSA) requires an online legal research service that provides access to statutes, case law materials, public records and other legal resources, current news articles and business information. This contract will support the Office of General Counsel’s (OGC’s) requirements and include optional tasks to support the Office of Inspector General (OIG) and the Civilian Board of Contract Appeals (CBCA).

The GSA OGC carries out all legal activities of GSA; ensures full and proper implementation of GSA’s statutory responsibilities; provides legal counsel the Administrator, the Deputy Administrator and other officials of GSA (with the exception of certain legal activities of the Office of the Inspector General). OGC also drafts legislation proposed by GSA; furnishes legal advice required in connection with reports on legislation proposed by other Federal agencies;

performs external liaison on legal matters with other Federal agencies; provides representation of executive agencies in negotiations with carriers and other public utilities; conducts litigation and support activities in matters filed with administrative and judicial tribunals; and provides legal services to Presidential and other special commissions and committees and to small agencies.

The GSA OIG is an independent unit established by law which is responsible for promoting economy, efficiency, and effectiveness and detecting and preventing fraud, waste, and mismanagement in the GSA programs and operations. Its mission is to help the GSA to effectively carry out its responsibilities and to protect the public interest by bringing about positive changes in the performance, accountability, and integrity of GSA programs and operations.

The GSA CBCA is an independent tribunal housed within GSA. The CBCA presides over brand agencies. Its primary responsibility is to resolve contract disputes between government contractors and agencies under the Contract Disputes Act.

1.2 SCOPE

The Contractor shall provide all services, personnel, materials, travel, equipment and facilities (unless otherwise specified) to perform the full scope of all tasks listed herein.

1.3 TASKS

The Contractor shall provide access to online sources in support of the GSA Office of General Counsel. The Contractor must also perform optional tasks, exercisable at the discretion of the Government, in support of the Civilian Board of Contract Appeals’ and the Office of Inspector General’s legal resource requirements.

Request For Proposal IFiEIAA-P-13-0005]

The Contractor shall establish system passwords, provide end-user training at the users’ office location, 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.

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

1.3.1 TASK 1� PROVIDE OGC RESEARCH AND TECHNICAL SUPPORT

The Contractor shall provide OGC access to the following materials:

Item Description 01 Specify source or its equivalent (Include description):

HR Compliance Actions - comprehensive, continually updated statutes, cases, regulatory materials, and forms from the federal government and state governments.

02 Federal Treaties.

03 Specify source or its equivalent (Include description):

Government Contracts Guidebooks and Handbooks (e.g., Government Contracts Counselor). Titles should include:

� The Government Contract Guidebook, 4th � Government Contract Costs and Pricing � Government Contract Changes, 3d.

� False Claims Act and Qui Tam Quarterly Review

Government contracts newsletters - Leading weekly, monthly, and quarterly publications - such as Nash & Cibinic (providing industry commentary and analysis on the latest developments in government contracts)

� FormFinder - Government contract-related text forms, fillable PDF forms, clauses, and checklists from numerous national and state form sets.

04 Primary and secondary materials for United States including:

a. USC, USCA or USCS;

b. Entire legislative history (must include the earliest dates available in databases);

c. � Legislation that has been enacted but not yet codified for any statute from the USC, instant access to historical statutory versions of the USC;

d. Statutes at Large and Public Laws (without date limitation), Cases and Judicial Materials;

e. Federal Register (must include the earliest dates available in databases) and Federal Administrative Decisions;

f. An annotated Code of Federal Regulations, including past versions and proposed changes of federal regulations, editorial summaries of relevant case law, citing references, archival Federal Register content, on-point agency decisions, integrated statutory and administrative cross references, analysis from leading sources and automatic notification of changes to the regulations;

g. Edited final version of court reports and opinions (including unpublished if available) for

Request For Proposal [HEIAA-P-13-0005]

Item Description 04 courts of all jurisdictions and for all levels (e.g., Supreme Court, Court of Appeals, District (cont’d) Courts, Claims Courts and Bankruptcy Courts) and pleadings, complaints, briefs and other filing in federal courts;

h. Opinions and decisions of administrative courts and agencies, including Comptroller General decisions, MSPB decisions, NLRB, BCA decisions by agency and include use for travel policy decisions, EEOC public sector decisions, Court Rules and Orders, FLRA decisions;

i. Court and administrative decisions, opinions and practice guides regarding employee relations, labor relations and law, personnel issues, benefits, equal-opportunity and federal employment issues must provide capability to research employment-related issues, find cases summaries and decisions, research agency-promulgated dire* ctives and manuals, assess equal-opportunity employment claims, follow administrative and court proceedings, and research arbitration decisions;

j. U.S. Attorney General opinions and Office of Legal Counsel opinions;

k. Presidential documents, OMB Circulars;

1. Parallel citations for court reports and opinions for federal courts of all jurisdictions and all levels;

rn. Full text of new federal statutes along with bill numbers, executive branch pronouncements, Congressional Committee and Conference reports;

n. Legislation research capability providing prior, current and future versions of a statute, links to proposed legislation, relevant legislative history materials like bill drafts, reports, journals, Congressional Record; cases that negatively impact a statute; Federal EDR Resources; Federal Administrative Materials (all applicable state and federal agencies);

Federal Env. Briefs; Federal Practice and Procedure, FRCP, FRCrimP, FRAP, and FRE;

o. Databases and combined general statutes of Puerto Rico (an unincorporated territory of the United States);

p. Databases and combined general statutes of the Virgin Islands (the Virgin Islands are/ the western island group of the Leeward Islands, which are the northern part of the Lesser Antilles, and form the border between the Caribbean Sea and the Atlantic Ocean. Politically, the eastern islands form the British Virgin Islands and the western ones form the United States Virgin islands;

q. Secondary sources forfred

r. Documents released by the Contract Adjustments Boards (CABs) for various federal administrative agencies;

s. Small Business Administration Office of Hearings and Appeals Documents;

t. Decisions released by the Defense Department’s Directorate for Industrial Security Clearance Review.

05 Primary and secondary materials for all states including:

a. Annotated statutes;

b. Administrative codes and regulations;

c. Court reports including parallel citations (including unpublished opinions, if available);

d. Attorney General opinions;

e. Opinions and decisions of administrative courts and agencies;

f. Multi-state Real Property Transaction Record, Real Property Leasing Practice Manual, Texas Practice Guide-Real Estate Transactions, Real Property Transactions with Expert Analysis;

Request For Proposal [HEIAA-P. 13-0005] 10

Item - Description 05 g. Access to municipal codes, DC municipal regulations; access to county/city regulations (cont’d) (e.g., Arlington County and/or Alexandria City regulations);

h. Rules of civil procedure, criminal procedure, administrative procedure and evidence.

06 A citation service that shows subsequent citations to a case (from all jurisdictions).

07 A citation service that shows history of a case, directly accessible from the screen where the case is located, presented in an easy-to-read graphical view where the users can instantly check the procedural history of a case.

08 Access to historical statutory versions of statutes so that attorneys may quickly identify which version was in effect when the client’s legal issue arose, identify when a future statute or amendment is due to take effect or lapse and track the renumbered statute sections.

09 Specify source or its equivalent (including a description):

a. American Law Reports (ALR) - entire system;

b. American Jurisprudence (All Other) and American Jurisprudence AmJur 2d - include Proof of Facts volumes (comprehensive, current legal encyclopedia that summarizes and explains broad principles that apply to criminal and civil law for all 50 states and the Federal system);

� c. Employment Practices Update �contains a monthly newsletter that keeps you updated on interpretations of EEO laws and regulations (a document is a newsletter article);

d. Corpus Juris Secundum (CJS) encyclopedia that uses American case law, federal and state, to provide an overview of almost all areas of law. The encyclopedia’s articles may include references to statutory law and definitions of legal terms in addition to references to court cases;

� e. Public Contract Law Journal for the ABA.

10 Specify source or its equivalent (including a description):

a. Bruner and O’Connor on Construction Law;

b. Martindale-Hubble database;

c. Black’s Law Dictionary;

d. Uniform Laws Annotates;

f. Practicing Law Institute Materials.

Specify source or its equivalent (including a description):

a. Association of Trial Lawyers of America’s (ATLA’s) Litigating Tort Cases;

b. Federal Practice and Procedure (FPP) (ex. Wright and Miller, Moore, etc);

c. Federal Register-Old and Code of Federal Regulations-Old.

12 U.S. academic law reviews, annuals and periodicals.

13 An automated notification service when a case is overturned or if there is a new case on a specific topic.

14 Law Review and Journals, Legal Texts and Treatises, Legal Newspapers and

Newsletters, Restatements of the Law and Practice materials and Legal Forms (e.g., Amjur, Nichols, Real Property, etc.).

15 Bills and Regulation Tracking;. State Public Utilities Reports; Congressional Quarterly (must include the earliest dates available in databases); Legal Resource Index; and Federal statutes, regulations, court and administrative decisions.

Request For Proposal [}-TEIAA-P-1 3-00051 11

16 Comprehensive access to Government Contract resources, including leading treatises and books covering various aspects of federal government contracting, and any leading treatises, books, newsletters, briefings and periodicals.

17 Comprehensive access to additional federal personnel law resources, including any leading treatises, books, newsletters, briefings and periodicals.

18 Comprehensive access to additional federal fiscal law resources, including any leading treatises, books, newsletters, briefings and periodicals.

19 Comprehensive access to additional federal alternative dispute resolution resources, including any leading treatises, books, newsletters, briefings and periodicals.

20 Comprehensive access to additional federal legislative resources, include any leading treatises, books, newsletters, briefings and periodicals.

21 Comprehensive access to additional federal litigation resources, include any leading treatises, books, newsletters, briefings and periodicals.

22 Comprehensive access to additional federal privacy law and Freedom of Information Act resources, include treatises, books, newsletters, briefings, periodicals.

23 Comprehensive access to additional government procurement integrity and standards of conduct resources, including any leading treatises, books, newsletters, briefings and periodicals.

24 News and Business Information: National Newspapers, Local and Regional Newspapers, International Newspapers, Newswires, News Magazines, Networks, Financial News, Business Publications and Industiy Publications.

25 Public Records Information� death records, voter registration records, corporate filings and affiliations, public records from courthouses and government offices, and general background information on individuals and businesses.

26 Assets - Tax Assessor Records, Real Property Records, Motor Vehicle, Aircraft, Boat Records and Stock Ownership Records.

27 Adverse Filings - Bankruptcy Filings,Lawsuit Filings, Liens and Civil Judgments and Uniform Commercial Code (UCC) Records.

28 OGC Customized Web Page, including practice area pages and guided search forms that provide ease-of-use functionality while researching.

Comprehensive access to all real property practitioner resources and documents, including but not limited to (i) orms,c cc is publications and practice guides; and (iii) all real estate course materials.

Request For Propdsal [1-lEIAA-P-3-OOO5] 12

1.3.2 TASK 2� PROVIDE OIG RESEARCH AND TECHNICAL SUPPORT

The Contractor shall provide OIG access to the following materials:

Item Description 01 HR Compliance Actions - comprehensive, continually updated statutes, cases, regulatory materials, and forms from the federal government and selected state governments.

02 Criminal Records - all states.

03 Drivers License Database - all states.

04 Federal Treaties.

05 Specify source or its equivalent (Include description):

Government Contracts Guidebooks and Handbooks (e.g., Government Contracts Counselor). Titles should include:

publications - such as Nash & Cibinic (providing industry commentary and analysis on the latest developments in government contracts)

� FormFinder - Government contract-related text forms, flulable PDF forms, clauses, and checklists from numerous national and state form sets.

06 Specify source or its equivalent (Include description):

BriefTools, Related Docs, PeopleMap.

07 Primary and secondary materials for United States including:

a. USC, USCA or USCS;

b. Entire legislative history (must include the earliest dates available in databases);

c. Legislation that has been enacted but not yet codified for any statute from the USC, instant access to historical statutory versions of the USC;

dTSTä1argePblieLaws-(without dalelimition), Cases and Judicial Materials;

e. Federal Register (must include the earliest dates available in database)Fdªl Administrative Decisions;

f. An annotated Code of Federal Regulations, including past versions and proposed changes of federal regulations, editorial summaries of relevant case law, citing references, archival Federal Register content, on-point agency decisions, integrated statutory and administrative cross references, analysis from leading sources and automatic notification of changes to the regulations as desired;

g. Edited final version of court reports and opinions (including unpublished if available) for courts of all jurisdictions and for all level (e.g., Supreme Court, Court of Appeals, District Courts, Claims Courts and Bankruptcy Courts) and pleadings, complaints, briefs, and other filings in federal courts;

h. Opinions and decisions of administrative courts and agencies, including Comptroller General decisions, MSPB decisions, NLRB, BCA decisions by agency and include use for

Request For Proposal ftIEIAA-P-13-0005] 13

07 travel policy decisions, EEOC public sector decisions, Court Rules and Orders, FLRA (cont’d) decisions;

i. Court and administrative decisions, opinions and practice guides regarding employee relations, labor relations and law, personnel issues, benefits, equal-opportunity and federal employment issues must provide capability to research employment-related issues, find cases summaries and decisions, research agency-promulgated directives and manuals, assess equal-opportunity employment claims, follow administrative and court proceedings, and research arbitration decisions;

j. U.S. Attorney General opinions and Office of Legal Counsel opinions;

k. Presidential documents and OMB Circulars;

1. Parellel citations for court reports and opinions for federal courts of all jurisdictions and all levels;

m. Full text of new federal statutes along with bill numbers, executive branch pronouncements, Congressional Committee and Conference reports;

n. Legislation research capability providing prior, current and future versions of a statute, links to proposed legislation, relevant legislative history materials like bill drafts, reports, journals, Congressional Record (including but not limited); cases that negatively impact a statute; Federal EDR Resources; Federal Administrative Materials (all applicable state and federal agencies); Federal Env. Briefs; Federal Practice and Procedure, FRCP, FRCrimP, FRAP, and FRE;

a. Databases and combined general statutes of Puerto Rico (an unincorporated territory of the United States);

p. Databases and combined general statutes of the Virgin Islands (the Virgin Islands are/ the western island grotp of the Leeward Islands, which are the northern part of the Lesser Antilles, and form the border between the Caribbean Sea and the Atlantic Ocean. Politically, the eastern islands form the British Virgin Islands and the western ones form the United States Virgin Islands;

q. Secondary sources for treaties;

r. Documents released by the Contract Adjustments Boards (CABs) for various federal administrative agencies;

Business Administration Office of Hearings and Appeals Documents;

Clearance Review.

08 Primary and secondary materials for all states including:

a. Annotated statutes;

b. Administrative codes and regulations;

c. Court reports including parallel citations (including unpublished opinions, if available);

d. Attorney General opinions;

e. Opinions and decisions of administrative courts and agencies.

09 A citation service that shows subsequent citations to a case (from all jurisdictions).

10 A citation service that shows history of a case, directly accessible from the screen where the case is located, presented in an easy-to-read graphical view where the users can instantly check the procedural history of a case.

Request For Proposal IHEIAA-P-13-0005] 14

11 Instant access to historical statutory versions of a statute so that attorneys may quickly identify which version was in effect when the client’s legal issue arose, identify when a future statute or amendment is due to take effect or lapse and track the renumbered

- statute sections.

12 Specify source or its equivalent (Include description):

a. American Law Reports (AIR) - entire system;

b. American Jurisprudence (All Other) and American Jurisprudence AmJur 2d - include Proof of Facts volumes (comprehensive, current legal encyclopedia that summarizes and explains broad principles that apply to criminal and civil law for all 50 states and the Federal system);

c. Employment Practices Update �contains a monthly newsletter that keeps you updated on interpretations of EEO laws and regulations (a document is a newsletter article);

d. Corpus Juris Secundum (CJS) - encyclopedia that uses American case law, federal and state, to provide an overview of almost all areas of law. The encyclopedia’s articles may include references to statutory law and definitions of legal terms in addition to references to court cases;

e. Public Contract Law Journal for the ABA.

13 Specify source or its equivalent (Include description):

a. Martindale-Hubble database;

b. Black’s Law Dictionary;

c. Uniform Laws Annotates;

d. Legal Dictionary;

e. Practicing Law Institute Materials.

14 Specify source or its equivalent (include description):

a. Federal Practice and Procedure (FPP) (ex. Wright and Miller, Moore, etc.);

b. FR-Old and CFR-Old.

15 U.S.academic law reviews, annuals and periodicals.

16…