Attachment_1Statement_of_Work_Online_Legal_Research_Database_Rev_1.pdf

Attachment 1

NTSB17R0001 SOW November 30, 2016

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Section C

STATEMENT OF WORK

1.0 BACKGROUND

The National Transportation Safety Board (NTSB) is an independent Federal agency charged by Congress to investigate every civil aviation accident in the United States, most public-use aircraft, and significant accidents in other modes of transportation - railroad, highway, marine, and pipeline - and to issue safety recommendations aimed at preventing future accidents. The NTSB also serves as the "court of appeals" for airmen, mechanics, or mariners whenever the Federal Aviation Administration (FAA) or United States Coast Guard (USCG) takes a certificate action.

In support of this mission, the NTSB has a requirement for an online legal research database system that contains statutes, case law materials, public records and other legal resources, current news articles, and business information for 100 authorized NTSB users. The NTSB has approximately 400 employees.

2.0 REQUIRED INFORMATION

2.1 Legal Information (All Case Law, Statutes, Law Reviews, etc.)

2.1.1 Federal & State Materials

Cases & Judicial Materials

Statutes & Legislative Materials (including legislative history and court interpretation synopses)

State Statutes, Administrative Rules & Regulations, Legislative Service, and Case Law

Court Rules & Orders

Administrative Law & Regulations [Code of Federal Regulations] (CFR), Congressional Testimony, U.S. Code Congressional & Administrative News

Federal Administrative Decisions

Briefs (U.S. Supreme Courts) and Federal Appellate Courts (Federal Briefs)

Attorney General Opinions

2.1.2 Legal Texts & Periodicals

Law Reviews & Journals

Legal Texts & Treatises

Legal Newspapers & Newsletters

Restatements of the Law

2.1.3 Specialty Databases

Bill & Regulation Tracking

State Public Utilities Reports

Federal statutes, regulations, court and administrative decisions, opinions and practice guides regarding employee relations, labor relations and law, personnel issues, benefits, equal-opportunity and

Page | 2 federal employee issues, must provide capability to research employment-related issues, find case summaries and decisions, research agency-promulgated directives and manuals, assess equal-opportunity employment claims, follow administrative and court proceedings, and research arbitration decisions. Must contain Merit System Protection Board (MSPB), Equal Employment Opportunity Commission (EEOC), Federal Labor Relations Authority (FLRA) and Comptroller General decisions and the opinions of the Board of Contract Appeals use for travel policy decisions. Also treatises or practice guides discussing statutes, regulations, opinions, decisions, and practices related to licensing of technology and software.

2.1.4 Treatises & Practice Guides

American Law Reports or Equivalent – attorney-authored articles that provide an analysis of a specific legal issue containing detailed discussion of guiding legal principles, distinctions, exceptions, applications and contrary approaches.

All AMJUR Library or Equivalent – 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.

Includes American Jurisprudence 2d, Am Jur Proof of Facts, Am Jur Trials, Am Jur Pleading & Practice, and Am Jur Forums.

Corpus Juris Secundum (CJS) or Equivalent – 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 reference to court cases.

2.1.5 Miscellaneous Materials

Uniform Laws

Legal Dictionary

Regulations

Practice Area Materials

2.2 News & Business Information

National Newspapers

Local and Regional Newspapers

International Newspapers

Newswires

News Magazines

Television and Radio Transcripts

Financial News

Business Publications

Industry Publications

2.3 Public Records Information

2.3.1 Locating People

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People Finder

Death Records

Voter Registration Records

2.3.2 Assets

Tax Assessor Records

Real Property Records

Motor Vehicle, Aircraft, Boat Records

2.3.3 Adverse Filings

Bankruptcy Filings

Lawsuit Filings

Liens and Civil Judgments

Uniform Commercial Code (UCC) Records

2.3.4 Licenses and Registrations

Drug Enforcement Agency (DEA) and FAA Licenses

Carry Concealed Weapons Permits

2.3.5 Business & Corporate Information

Corporate Records

Business Registrations

Litigation Preparation Records

Name Availability

2.4 Advanced Public Records Information (5 Users for this Access)

Advanced Public Records Search Tool

Criminal Records

Criminal and Arrest Images

People and Criminal Search

Incarceration and Arrest Records

Advanced Public Record Phone Search

People and Businesses Affiliations Search

Driver License Records

3.0 REQUIRED FEATURES AND SERVICES

The online legal research service shall present legal, news, business, and public records information using headnotes, numbering or indexing system, search components, links, case law summaries, and synopses.

3.1 Additional Required Features and Services

Online Citation Checking Services

Current Awareness Services

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Searches and information retrieval shall be capable by natural language and Boolean searches

Bundled Searching

Printing and Downloading

Content Retrieval

Content Delivery

Alert Services

Real-time Access to Data

Locator Data

Onsite Group and Training

Customer & Technical Support

All inclusive, easy and intuitive search capability

Smartphone access with internet browsing access and HTML5 or higher support

Web analytics online

4.0 PERIOD OF PERFORMANCE

The anticipated period of performance of this contract is one (1) 12-month base year with four (4) 12-month option years for a total of five (5) years.

5.0 SECTION 508 ACCESSIBILITY REQUIREMENTS

Information, documentation, and support requirements from 36 CFR part 1194 Subpart D have been determined to apply to this acquisition. Solicitation respondents must describe how the information, documentation, and support proposed for Electronic and Information Technology

(EIT) deliverables meet at least those information, documentation, and support requirements identified as applicable in the attached Government Product/Service Accessibility Template

(GPAT). If information, documentation and support is provided via the Internet or intranet, this deliverable must meet at least those applicable provisions identified in the attached GPAT supplement for Web-based Information, Documentation and Support.

[END OF SECTION]

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Section L

PROPOSAL INSTRUCTIONS

1.0 GENERAL INFORMATION

The National Transportation Safety Board (NTSB) solicits your proposal for one (1) online research database system as described in the Statement of Work (SOW). This Request for Proposal (RFP) will result in the award of one (1) firm-fixed price contract with a base year with four (4) option years.

2.0 NOTICE AND INSTRUCTIONS TO OFFERORS

Offerors are required to meet all the requirements of the RFP, including but not limited to instructions, conditions/notices, and requirements in the SOW. Proposals should address each factor(s) as described below. Proposals that fail to address the essential requirements of this RFP or are unrealistic in terms of technical content, schedule commitment, or price will be deemed to have an inherent lack of technical competence or indicative of a failure to comprehend the requirements, or the complexity and risks associated with the requirements. Stating that the database system meets the requirements of the solicitation is not sufficient. The Government may reject any proposal that is so lacking in competence or in understanding the requirements that without a major reformation of the proposal it is not adequate for evaluation purposes.

Alternate/conditional proposals that do not meet the stated requirement of the SOW may result in a proposal being rejected as non-responsive. The Government reserves the right to award without discussions. Offerors are cautioned that they must submit a best offer with the initial proposal. To receive an award, an Offeror must be determined to be responsible.

In responding to this RFP, Offerors shall submit proposals in three (3) separate parts: Technical, Past Performance, and Price:

Part I – Technical: Include all information requested under “Part I - Technical Proposal”.

Exclude any references to price.

Part II – Past Performance: Include all information requested under “Part II -Past Performance”.

Part III – Price: Include all information requested under “Part III – Price”.

2.1 Part I – Technical Proposal

Each Technical Proposal shall include the following factors and sub-factors:

2.1.1 Factor 1 – Executive Summary

An Executive Summary of the Offeror’s proposal is required. This summary will not be evaluated separately but will be used by evaluators to understand the overall proposal contents. Therefore, the information contained in the summary is important. It should identify and highlight significant features of the proposal and include the salient points contained in the various parts. Each Offeror should include a General Information section in the Executive Summary that addresses the following: 1)

Page | 6 company name and address, 2) Company Taxpayer Identification Number (TIN), Dun and Bradstreet’s number, and CAGE code.

2.1.2 Factor 2 – Technical Approach

An Offeror’s technical approach describes the degree to which the Offeror’s technical capability satisfies all the requirements in the SOW.

2.1.3 Factor 3 – Demonstration

After the initial evaluation of proposals, the NTSB reserves the right to invite

Offerors to the NTSB for a live demonstration. During the demonstration, the NTSB will evaluate the degree to which the Offeror’s database meets the requirements stated in the SOW, and the ease of use in navigating, retrieving information from, and searching the database. There will be approximately six (6) NTSB end users present during the demonstration.

It is estimated that demonstrations will occur between December 12, 2016 and December 18, 2016.

There is no limit on the number of pages for Part I – Technical Approach.

2.2 Part II – Past Performance

The Offeror shall provide information on three (3) past clients with whom it has done business during the past three (3) years who have purchased a database system that is similar in size, scope and complexity to this requirement. Include a short description of the database system and how it relates to the current NTSB procurement, the contract type, the contract period of performance, the name of the client, and the address and contact information (name, telephone number, email address) for each reference check.

Offerors shall ask their references, provided under Past Performance, to complete the

Past Performance Questionnaire (Attachment 2) and submit it directly to Veronica

Powell email at veronica.powell@ntsb.gov or via fax: (571)366-9651. It is the offeror’s responsibility to ensure that Past Performance Questionnaires are completed timely and submitted by client references, and that correct names, addresses and phone numbers are provided in the responses for each reference. An offeror will not be penalized in the evaluation with an unfavorable rating for the failure of its past performance references to complete and submit the Past Performance

Questionnaires. The Government may contact offerors’ client references or use other references/information available to the Government to verify past performance.

There is no limit on the number of pages for Part II - Past Performance.

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2.3 Part III – Price

Price proposals shall consist of a firm-fixed monthly price to provide the online legal research database system as described in the SOW for a base year with four option years. All transactional and communication charges shall be covered by the firm-fixed monthly price.

2.1 Legal Information (100 users)

2.2 News & Business Information (100 users)

2.3 Public Records Information (100 users)

2.4 Advanced Public Records Information (5 Users for this Access)

Prices will be evaluated but not scored. Prices will be evaluated by adding together the base year price and all option year prices.

Price proposals will be evaluated to determine the reasonableness of an Offeror’s proposal. Evaluation may include analysis to determine an Offeror’s comprehension of the solicitation requirements, as well as, the validity of an Offeror’s approach. A price that is found to be unreasonably high or unrealistically low in relation to the proposed database system may result in the proposal receiving a lower rating or an Offeror’s proposal may be rejected if the pricing poses an unacceptable risk to the Government.

There is no limit on the number of pages for Part III - Price.

3.0 EXPENSES RELATED TO OFFEROR SUBMISSIONS

This solicitation neither commits the Government to pay any cost incurred in the submission of the offer nor to contract for services or supplies. Any costs incurred in anticipation of a contract shall be at the Offeror’s own risk.

4.0 SUBMISSION OF PROPOSALS

Your proposal must be received no later than 4:30 p.m., Eastern Standard Time (EST), on December 2, 2016. LATE PROPOSALS MAY NOT BE CONSIDERED in accordance with Federal Acquisition Regulation (FAR) provision 52.212-1.

Offers may be transmitted via email to:

Veronica Powell Email: Veronica.Powell@ntsb.gov

The maximum size of an email, including attachments, which the NTSB email server can accept is 15 megabytes (MB). Therefore, the Offeror may choose to send their proposal in separate emails, if the combined file size of any email received by the NTSB email server will exceed 15MB. It is the Offeror's responsibility to ensure that the designated point of contact has received your proposal at the email address of the contact specified above by the proposal due date.

mailto:Veronica.Powell@ntsb.gov

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All questions regarding this RFP shall be directed to Veronica Powell via email at the email address listed above. ALL QUESTIONS MUST BE RECEIVED BY 11:00 p.m. EST on November 28, 2016.

5.0 ELECTRONIC DISSEMINATION OF RFP DOCUMENTS

Access to this RFP and amendments will be posted on the Federal Business Opportunities website: www.fbo.gov. All Offerors are cautioned that it is your responsibility to frequently check back to the website to ensure that you have received all issued amendments.

http://www.fbo.gov/

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Section M

EVALUATION FACTORS FOR AWARD

1.0 EVALUATION OF PROPOSALS

The Government may award one (1) firm-fixed price contract to the responsible Offeror whose proposal that conforms to the RFP, will be most advantageous to the Government, price and other non-price factors considered, such that it provides the best value to the Government. Best value is defined as the procurement process that results in the most advantageous acquisition decision for the Government that is performed through an integrated assessment and trade-off analysis between price and non-price factors.

The Government reserves the right to reject any or all proposals if such action is in the public interest. Under a best value procurement, the NTSB may reasonably determine that the superior solution/approach merits a higher price and, therefore, represents the best value to the Government or the NTSB may reasonably determine that the Offeror with other than the highest rating in non-price factors is the best value. The Government may waive informalities and minor irregularities in contract proposals. The Government reserves the right to award without discussions. Offerors are cautioned that they must submit a best offer with the initial proposal. To receive an award, an Offeror must be determined to be responsible.

2.0 EVALUATION FACTORS

The following factors will be evaluated by the Government:

PROPOSAL PART #

FACTORS and

SUBFACTORS

TITLE

1 Executive Summary (not separately evaluated)

I 2 Technical Approach

3 Demonstration

II 4 Past Performance

III 5 Price

The non-price factors in Part I are evaluated adjectively. The Government will evaluate factors in Part I based on the Offeror’s overall understanding of the requirements. An Offeror’s technical approach describes the degree to which the Offeror’s technical capability satisfies all the requirements in the SOW and demonstrates that the Offeror has a clear understanding and knowledge of the SOW requirements and how to achieve them in a logical, feasible, and technically effective manner. The purpose of the demonstration is for the NTSB to evaluate the degree to which the Offeror’s database meets the requirements stated in the SOW through a live

Page | 10 demonstration. Offerors are cautioned that despite the relative weight of the non-price factors, proposals that receive an unacceptable in any factor in Part I may be deemed ineligible for award.

The non-price factor in Part II will be evaluated and will be rated Acceptable or Unacceptable.

The Government will assess the relevance, breadth and quality of the Offeror’s recent past performance with clients whom have purchased similar database systems and evaluate the quality of the Offeror’s past performance based on the past performance references provided in the Offeror’s submission and/or other information obtained from references provided by the Offeror, as well as other relevant past performance information obtained from other sources known to the Government. An Offeror without a record of past performance or for whom information on relevant past performance is not available will be evaluated as neutral. Offerors are cautioned that despite the relative weight of the non-price factors, proposals that receive an unacceptable in Part II may be deemed ineligible for award.

The factors within Part I are rated equally. Technical Approach and Demonstration are of more importance than Past Performance. All evaluation factors other than price, when combined, are significantly more important than price. However, as proposals become more equal in non-price factors, price becomes more important.

Part III, Price is not rated adjectively. Price will be evaluated but not scored. For evaluation purposes, prices will be evaluated by adding together the firm-fixed base year price and the four

(4) firm-fixed option year prices to provide the database system. Evaluation of options shall not obligate the Government to exercise the option(s).

Pricing will be evaluated to determine whether the proposed pricing is realistic for the database system being purchased; reflect a clear understanding of the requirements, and are consistent with the approach described in the Offeror’s technical proposal. As part of its price evaluation, the Government specifically reserves the right to evaluate the risk associated with any pricing schemes.

Price proposals will be evaluated to determine the reasonableness of an Offeror’s proposal.

Evaluation may include analysis to determine an Offeror’s comprehension of the solicitation requirements, as well as, the validity of an Offeror’s approach. A price that is found to be unreasonably high or unrealistically low in relation to the proposed database system may result in the proposal receiving a lower rating or an Offeror’s proposal may be rejected if the pricing poses an unacceptable risk to the Government.