Attachment 1 - Statement of Work.pdf

Contract Title: "A to Z” List and Open Uniform Resource Locator (URL) Resolver/Library Link Resolver Product

Requiring Activity Name: MHS Medical Library Organizational Management Office (MML OMO), Leadership, Education, Analysis, Development, Sustainment (LEADS), J-7, Falls Church, VA

1. Scope and Background

1.1. Scope

This is a statement of work (SOW) for a subscription to an existing commercial-off-the-shelf (COTS), web-based library electronic resources “A to Z list” and Open Uniform Resource Locator (URL) Resolver/Link Resolver product. The Defense Health Agency’s (DHA) goal is to ensure that each of the DHA libraries has a high functioning, fully integrated A to Z list and Open URL Resolver/Link Resolver to manage and organize access to online journals, aggregated journal databases, books, book packages, and other aggregated online resource products. The A to Z list shows all available journals, books, and databases in a library collection. The Open URL Resolver links from article citation to article full-text across resource platforms. This product will be the platform of all the national enterprise-level, and locally purchased level combined electronic resources.

This subscription product is required to manage electronic library information resources which are critical reference for patient care, graduate medical education, research, and continuing education. The product is for use in the Department of Defense (DoD) Medicine and the Military Health System (MHS), which includes and consists of medical and clinical support functions, all medical-related personnel regardless of location (CONUS, OCONUS, Military Treatment Facilities (MTFs), shipboard, submarine, forward deployed, or other operational settings), and components located within and belonging to the organizations specified below (here-in known as supported organizations):

• Military Health System (MHS)

• Defense Health Agency (DHA)

• DOD Medical Laboratories

• DOD Medical Research Organizations

• Air Force Medicine

• Army Medicine

• Navy Medicine

• United States Coast Guard Medicine

• Uniformed Services University of the Health Sciences (USUHS)

• United States Air Force (USAF)

• United States Army (USA)

• United States Navy (USN)

The contract period of performance will be a base year plus 4 option years.

1.2. Background

The MHS Medical Library Organizational Management Office (MML OMO) provides access to a collection of core, evidence-based medical, surgical, dental, nursing, and allied health information resources to DoD Medicine, the MHS, and supported organizations. The MML OMO ensures that all personnel have access to core, essential resources regardless of duty station. This core collection drives the requirements stated below. The DoD MHS health care professionals require access to a comprehensive collection of electronic books and journals covering medicine, surgery, dentistry, nursing, and allied health for patient care, graduate medical education, research, and continuing education. Regardless of locality (e.g. CONUS, OCONUS, MTFs, shipboard, submarine, forward deployed, or other operational settings), it is imperative to have up-to-date, evidenced-based information readily available. An A to Z and Link

Resolver Product is required to allow the MML OMO to control the inventory of these electronic information assets and to make them available to library customers.

1.3. Place of Performance: The work to be performed under this contract will be performed at the vendor’s facilities.

1.4. Period of Performance

Base Year Period of Performance

Base Year Period of Performance 3 Aug 24 – 2 Aug 25

Option Years Periods of Performance

Option Year Period of Performance

Option Year 1 3 Aug 25 – 2 Aug 26

Option Year 2 3 Aug 26 – 2 Aug 27

Option Year 3 3 Aug 27 – 2 Aug 28

Option Year 4 3 Aug 28 – 2 Aug 29

52.217-8 3 Aug 29 – 2 Feb 30

1.5. The vendor shall provide all personnel, equipment, supplies, facilities, transportation, tools, materials, technical support, supervision, and other items and non-personal services necessary to provide and maintain access to an A to Z and Link Resolver Product for supported organizations as defined in this

SOW.

1.6. Contracting Officer Representative (COR): The COR will be identified by separate letter. The COR monitors all technical aspects of the contract and assists in contract administration The COR is authorized to perform the following functions: assure that the vendor performs the technical requirements of the contract; perform inspections necessary in connection with contract performance; maintain written and oral communications with the vendor’s concerning technical aspects of the contract; monitor vendor’s performance and notifies both the Contracting Office and vendor of any deficiencies; coordinate availability of government furnished property; and provide site entry of vender personnel. A letter of designation issued to the COR, a copy of which is sent to the vender, states the responsibilities and limitations of the COR, especially with regard to changes in cost or price, estimates or changes in delivery dates. The COR is not authorized to change any of the terms and conditions of the resulting contract.

2. Requirements

2.1. A to Z List Functionality

2.1.1. The product shall show all online journals and books and all databases available at a location.

2.1.2. The product shall have a knowledge base that is comprehensive of major and minor publishers and of open-access or free resources or collections.

2.1.3. The product shall have a knowledge base that is accurate and continuously updated.

2.1.4. The product shall utilize Knowledge Bases and Related Tools (KBART) automation consistent with the National Information Standards Organization (NISO) Recommended Practice 26-2019.

2.1.5. The product shall allow for creation of customized collections to include print collections that will be visible in the customer interface portion of the product.

2.1.6. The product shall provide a Parent/Child designed structure. The Parent account shall support a minimum of 25 Child accounts.

2.1.7. The vendor shall provide access to an administrative interface for management and maintenance of accounts, including retrieving usage statistics.

2.1.8. The vendor shall allow each of the Child accounts to be managed by the MML OMO acting as the Parent Account.

2.1.9. The main administrator profile/Parent account shall have the ability to make global changes to all accounts at one time as well as the ability to make individual changes to each of the Child accounts.

2.1.10. The administrator for each Child account shall have the ability to make changes to the Child account holdings.

2.1.11. The product shall have a generic, Internet Protocol- (IP) -based URL for the A-Z list that shows holdings under each account based on IP range.

2.1.12. The product shall allow for local branding for each account.

2.1.13. The product shall have a customer interface that is searchable by words in the title and by

ISSN/ISBN.

2.1.14. The product shall have a customer interface that can refine search results by book or journal or other relevant factors.

2.1.15. The product shall have a user interface that allows the customer to limit a search to book or journal.

2.1.16. The product’s administrator interface and customer interface shall support an autosuggest feature after entry of a few letters.

2.1.17. The vendor shall deliver product with pre-loaded holdings records for current subscriptions for each account.

2.1.18. The product shall support inclusion of open-access or free collections in the holdings.

2.1.19. The product’s administrative interface shall allow the administrator to add and remove resources from holdings at the collection, database, and individual title level.

2.1.20. The datasets available within the product shall include ebooks and ejournals from:

Elsevier, Oxford University Press, EBSCO, OVID, SAGE, Wiley, and all DHA nationally purchased resources listed in the current subscribed Link Resolver located at https://publications.ebsco.com/?custId=ns249708&groupId=main&profileId=pfui, as well as other “freely available ejournals and ebooks” datasets.

https://publications.ebsco.com/?custId=ns249708&groupId=main&profileId=pfui

2.1.21. The product shall have a mechanism within the administrator’s function to enter and change significant portions of the vendor’s data such as journal coverage dates and URL.

2.1.22. The product shall support the ability to add public notes to each resource. If the database or resource package includes multiple journals/books, adding a public note at the resource level will automatically add the note to the journal/book title level.

2.1.23. The product shall include the ability to run usage reports. These usage statistics shall be available to the system administrator on an enterprise/parent and individual child level.

2.1.24. The vendor shall provide reports to the COR or the COR or government civilian(s) in the MML OMO on an ad hoc basis within five (5) business days of request.

2.1.25. The product shall support a master and secondary administrator’s rights. Local administrator rights must also be assignable to multiple staff.

2.2. Open URL Resolver / Link Resolver Functionality

2.2.1. The product shall be responsive so that linking is based only on holdings relevant to the user’s IP or OpenAthens account.

2.2.2. The product shall allow the DHA administrators to prioritize link resolver linking at the database or source level.

2.2.3. The product should have the ability to link to open access articles from journals not included in the holdings.

2.2.4. The product shall include a citation linker which allows a customer to link to the full text from citation information such as article title, journal name, journal volume/issue, page numbers, Digital Object Identifier, PubMed Identification, and author name.

2.2.5. The product shall be compatible and configurable for PubMed Outside Tool use.

2.2.6. The product shall support direct request for interlibrary loan when an article is not available in the holdings.

2.2.7. The product shall deliver interlibrary loan requests to appropriate library based on IP or OpenAthens account.

2.3. Access and Content

2.3.1. The vendor shall provide a timeline to complete the initial configuration of holdings upload, IP addresses, link resolver, and interlibrary loan request form of the DHA Parent account and Child accounts.

2.3.2. The product shall grant access through IP address validation on an enterprise basis, eliminating the need for customers to enter identification, username and/or password.

2.3.3. The product shall support access by an unrestricted number of simultaneous customers with immediate access from any web-enabled computer.

2.3.4. The product shall be compatible with most standard web browsers, which have cookies enabled. To ensure privacy, the product uses session cookies rather than persistent cookies.

2.3.5. All site content and support of the web site is the responsibility of the contractor; however, DHA administrators will have access to change and develop the branded areas of the website themselves.

2.3.6. The product shall have minimal downtime, and the COR and the MML OMO are notified when such downtime occurs.

2.3.7. The product shall support the capability to list each library’s holdings, loadable by spreadsheet.

2.3.8. The product shall function as a cloud-based product which is hosted independently from the DHA computer network system. No software will be loaded onto DHA computing hardware for the product to function.

2.3.9. The vendor shall provide an assigned DHA technical representative to assist library personnel with customer service, training, technical support, and other needs to fully optimize the functionality of this product.

2.3.10. The vendor shall respond to inquiries from DHA on the same or next business day.

2.3.11. The vendor shall provide a list of functionalities not included in this SOW that the product provides its customers and administrators.

2.3.12. The vendor shall provide a toll-free customer support phone number for technical questions or instruction.

2.3.13. The product shall have no license agreement separate from this contract. If the vendor wishes to have a license agreement in addition to a DHA purchase order, the license must be included in the response to this proposal and approved by DHA contracting and legal. If the vendor does not require a license agreement and will accept the purchase order, then a statement to that effect must also be included in the response to this proposal.

2.4. Application Requirements

2.4.1. The product shall include access and technical support for sites on the DHA Medical Community of Interest (Med-COI) network with access through IP address validation on an enterprise-wide basis.

2.4.2. The product shall include access and technical support for access through authentication systems in use in the DOD including OpenAthens and proxy server-based services.

2.4.3. The product shall include and maintain durable URLs to provide direct access to specific content.

2.4.4. The product shall support an unlimited number of simultaneous customers. Customers are to have immediate access from any SOW specified access method. It is required that all authorized remote customers also have access to the product. A two-method authentication option must be offered for remote customers if required (Notification will be provide via the COR). The product shall have a search interface that is customer-friendly and effective at retrieving relevant content quickly and easily.

2.4.5. The product shall support multiple devices for access including Desktops, Laptops, Tablets, Mobile Devices, (Kiosk, Devices (Android) (IOS) and Other operating systems on the Government Approved Products List, if applicable).

2.4.6. The product shall provide full access to online resources via mobile devices. The mobile device shall have the same content and capabilities as a fixed operation, non-mobile resource.

2.4.7. The product shall provide the ability to access online clinical reference resources across multiple Government-approved platforms (e.g., Government-approved operating systems).

2.5. Accessibility

2.5.1. The vendor shall provide direct access to the product over the Med-COI Network IP architecture.

2.5.2. The vendor shall allow access through COTS authentication solutions, including but not limited to OpenAthens Single Sign-On, EZproxy, and other Government-approved, secure methods that prevent unauthorized access.

2.5.3. The vendor shall allow all authorized customers access to the product from any computer, tablet, or mobile device with an internet connection (mobile web).

2.6. Support

2.6.1. The vendor shall accept and manage up to 2.5 million IP addresses. The vendor shall have the documented ability to support the DHA operational networking environment and multiple physical sites within this environment who access content electronically.

2.6.2. The vendor shall support access through COTS authentication solutions, including but not limited to OpenAthens Single Sign-On, EZproxy, and other Government-approved, secure methods that prevent unauthorized access.

2.6.3. The vendor shall provide telephone and email for technical support during standard hours of business operation.

2.6.4. The vendor shall create and fully implement new custom collections within 2 weeks of request.

2.6.5. The vendor shall update or modify existing custom collections within 1 week of request.

2.6.6. The vendor shall complete requests for corrections to the knowledge base within 2 weeks of request.

2.6.7. The vendor shall provide statistics on demand.

2.6.8. The vendor shall provide monthly usage data and other system statistics as requested by COR or government civilians in the MML OMO.

2.6.9. The vendor shall offer training services for the product at no additional charge. On an as-requested basis, the vendor will conduct live or web-based training sessions to train DHA library administrators on use of the product. Specialized training sessions may be requested for DHA library administrators.

3. Deliverables The Contractor shall provide deliverable(s) in a format mutually agreed upon by the Government and the Contractor. The following enumerated deliverables are not expected to change. Due Date intervals are not expected to change but actual dates may need to be revised depending on actual contract start date.

3.1. (Deliverable #1) The vendor shall provide access to the product over the Med-COI Network via IP addresses provided by the COR or designated government civilian(s) in the MML OMO. The vendor shall enable access from new or updated IP ranges within 2 business days after notification.

(See SOW sections 2.4.1 and 2.5.1)

3.2. (Deliverable #2) The vendor shall provide a monthly usage report or make monthly usage reports available through an administrative interface, to the COR and government civilian(s) in the MML OMO by the fifteenth (15th) day of the month. (See SOW section 2.6.8)

3.3. (Deliverable #3) The vendor shall provide ad-hoc reports as requested by the COR or government civilian(s) in the MML OMO within five (5) business days of request to be delivered by email or other method as agreed. (See SOW section 2.1.24)

3.4. (Deliverable #4) The vendor shall provide telephone and email technical support for authorized personnel worldwide on an ongoing basis throughout the period of performance of the contract on an as-needed basis. All site content and support of the web site is the responsibility of the vendor.

(See SOW sections 2.4.1, 2.4.2, and 2.6.3)

3.5. (Deliverable #5) System downtime resulting from upgrade or other electronic maintenance requirements shall be minimal, and the vendor shall notify the COR and the MML OMO 10-15 calendar days prior to a scheduled maintenance start date. The vendor shall notify the COR and the MML OMO a minimum of 1 business day before an unplanned system downtime occurs or as soon as a system outage occurs or is noticed. (See SOW section 2.6.3)