A03_SOW.pdf

STATEMENT OF WORK (SOW)

Defense Finance and Accounting Service (DFAS)

Computer-Assisted Legal Research (CALR) Office of General Counsel (OGC)

1.0 Introduction

The DFAS Office of General Counsel (OGC) requires computer-assisted legal research (CALR) services for approximately 45 attorneys and paralegals with a flat fee for unlimited usage and printing per user at two main locations: Indianapolis, IN and Cleveland, OH. There should be flexibility to increase/decrease the number of users by 10% without an adjustment to the fee.

2.0 Scope:

DFAS OGC requires a flat fee arrangement for 45 attorneys and paralegals. The majority of users will be in Indianapolis, IN with six (6) users at DFAS 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. Initial training in the use of the CALR service will be included in the base year cost and provided within two (2) months of contract award.

3.0 Task description:

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 complete legislative history B. Federal Register including a complete history C. United States Code of Federal Regulations and Notes of Decisions with complete prior versions D. Individual state codes for all 50 states E. All federal and state court cases both civil and criminal to include:

• U.S. Supreme Court Decisions

• U.S. District Court Decisions; to include but not limited to:

Briefs Motions position papers similar documents for both courts and boards

F. Federal administrative decisions, including:

• initial Decisions of the Equal Employment Opportunity Commission (EEOC) including Office of Federal Operations’ Decisions

• Merit Systems Protection Board (MSPB) to include Board and Administrative

Judge Decisions

• all boards of contract appeals

• Federal Labor Relations Authority, including the Federal Service Impasse Panel

• National Labor Relations Board

• Defense Office of Hearings and Appeals

• other Department of Defense entities

• the Comptroller General

G. Congressional Record and complete legislative history H. Martindale Hubbell or equivalent I. Public nationwide records, including but not limited to, at a minimum:

• individual and business names

• date of birth or inception

• full Social Security Number search capability

• federal civil and criminal filings

• bankruptcy filings

• tax liens

• judgment and liens

• real property records

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

J. People locators

• 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 and/or file

• obituaries

• state civil filings and criminal filings

• drivers licenses

• professional licenses

• marriage records

• divorce records

K. Asset locators

• mortgages

• deeds

• real estate tax assessor records

• motor vehicle registrations/titles

• current asset reports

L. Dun and Bradstreet Reports or equivalent

• SEC Filings

• UCC Code filings

• corporate filings including Delaware Corporate records

• Corporate Affiliations

• fictitious business names

• U.S. private company reports

• U.S. public company reports

• international company reports

• mergers and acquisitions reports

• business information including inception

• Standard and Poor’s Corporate Descriptions Plus News or equivalent

M. Law enforcement/criminal records N. Shepherds or equivalent O. American Jurisprudence or Corpus Juris P. 50 State Surveys, Legislation & Regulations for "Intestate Succession" Q. Research tool for broad searching of content R. Law reviews and journals S. Restatements of Law T. United States and international news U. Bill and regulation tracking V. American Law Reports W. 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 two DFAS locations, including training on any enhancements or upgrades to the CALR services. The contractor shall also provide DFAS up to three customized interfaces for easy access to routine sources.

4.0 Deliverables:

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