CALR_Statement_of_Work.pdf

STATEMENT OF WORK (SOW)

Defense Finance and Accounting Service (DFAS)

Computer-Assisted Legal Research (CALR) Office of General Counsel (OGC), Internal Review (IR), and Enterprise

Solutions and Standards (ESS)

1.0 Introduction

The DFAS Office of General Counsel (OGC) requires computer-assisted legal research (CALR) services for approximately 45 attorneys and paralegals at three main locations. The DFAS Internal Review Office (IR) requires CALR services for four (4) individuals at the same locations. The Enterprise Solutions and Standards Office (ESS) requires CALR services for ten

(10) individuals at the same locations. There should be flexibility to increase/decrease the number of users by 10% without an adjustment to the fee.

2.0 Objectives:

A firm, fixed-price contract with a flat fee for unlimited usage and printing per user with a base period of one year and four one year options.

3.0 Scope:

DFAS requires a flat fee arrangement for forty-five (45) attorneys and paralegals from OGC, four (4) individuals from IR, and ten (10) individuals from ESS. The majority of users will be in Indianapolis, IN with users at DFAS locations in Columbus, OH and Cleveland, OH. There shall be a flat fee arrangement with unlimited usage and printing per user per year instead of a fee per minute, use, or print job. Each user shall have an individual user identification and password.

There shall be one annual billing. The CALR service shall be accessible via the internet.

4.0 Task description:

For OGC, IR, and ESS, the service shall include a comprehensive set of searchable primary and secondary legal, news, business, financial, medical, and public records databases, including at a minimum:

A. United States Code and legislative history B. United States Code of Federal Regulations C. Individual state codes for all 50 states D. All federal and state cases E. Federal administrative decisions, including those of the Equal Employment Opportunity

Commission (EEOC), Merit Systems Protection Board, all boards of contract appeals, Federal Labor Relations Authority, Defense Office of Hearing Appeals, other Department of Defense entities, and the Comptroller General

F. Congressional Record and Legislative History G. Martindale Hubbell (or equivalent legal directory) H. Public nationwide records, including at a minimum:

- individual and business names

- date of birth or inception

- social security number

- relatives and roommates

- current and last two addresses and phone numbers

- reverse phone number searches

- death records, including but not limited to the social security death master list

- obituaries

- mortgages

- deeds

- real estate tax assessor records

- motor vehicle registrations/titles

- current asset reports

- criminal records

- state civil filings and criminal filings

- federal civil and criminal filings

- drivers licenses

- professional licenses

- bankruptcy filings

- tax liens

- judgment and liens

- business information

- real property records

- marriage records

- divorce records

- associations/affiliations (between people, businesses, and organizations)

- SEC filings

- UCC Code filings

- corporate filings

- fictitious business names

- Standard and Poor’s Corporate Descriptions Plus News

- U.S. private company reports

- U.S. public company reports

- International company reports

- Mergers and acquisitions reports

I. People locators J. Asset locators K. Court filings L. SEC Filings M. Dun and Bradstreet Business DirectoriesReports N. Law enforcement/criminal records O. Corporate Affiliations P. Case citation and verification index (to determine the history, use, and validity of case law, statutes, and other legal documents.)

Q. American Jurisprudence R. 50 State Surveys, Legislation & Regulations for "Intestate Succession" S. Research tool for broad searching of content T. Law reviews and journals U. Restatements of Law V. United States and international news

W. Bill and regulation tracking X. American Law Reports Y. Public contract law database

In addition, the contractor shall provide in-person training for all users upon request up to two times a year at the three DFAS locations, including training on any enhancements for upgrades to the CALR services. Upon DFAS request, the contractor shall be available to provide the first training session within the first week of the period of performance to ensure a successful transition, if necessary. The contractor shall also provide any additional customer service support necessary to ensure user comfort with the product, including but not limited to DFAS up toat least three customized interfaces for easy access to routine sources.

5.0 Deliverables:

Written reference/training materials for using the CALR. Upon request, the provider shall offer a usage breakout by location and user.

6.0 Administrative Representative: Government Point of Contacts

Office of General Counsel: Chris Peralta, DFAS Office of General Counsel, Address: 8899 East 56th St., Indianapolis, IN 46249-0160, Phone: 317-212-1493, FAX: 317-212-7369, E-mail:

Chris.Peralta@dfas.mil

Internal Review: Michael Fulton, DFAS Internal Review, 8899 East 56th St., Indianapolis, IN 46249-0160, Phone: 317-212-2221, E-mail: Michael.j.Fulton@dfas.mil

Enterprise Solutions and Standards: John St. Myers, Enterprise Solutions and Standards, 8899 East 56th St., Indianapolis, IN 46249-0160, Phone: 317-212-5090, E-mail:

John.StMyers@dfas.mil [JES1]

7.0 Contracting Officer Approval

The contracting officer must approve any changes in the scope of work, period of performance, or any other term and condition of the contract.

8.0 Invoicing

Invoices shall be submitted as an annual billing to the Government Point of Contact as a 2-in-1 or Combo invoice via the internet using the Government provided Wide Area Work Flow (WAWF) Receiving/Acceptance System at https://wawf.eb.mil. See DFAS clause 252.232.9000 “Wide Area Work Flow (WAWF) Receipt and Acceptance (RA) Instructions (November 2007), which is incorporated into this solicitation and will become part of the contract award document.