Online Legal Services ITQ SOW.pdf

STATEMENT OF WORK

Online Legal Services

INVITATION TO QUALIFY (ITQ) CONTRACT

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OVERVIEW: The purpose of the Online Legal Services ITQ is to qualify responsible and responsive Contractors to provide online legal research services and related subscription services to Commonwealth of Pennsylvania executive agencies. These services will provide comprehensive legal research tools and resources to support agency operations and legal functions. In addition, Local Public Procurement Units, as defined by the Commonwealth Procurement Code, may use this contract in accordance with the COSTARS Provision contained in this document.

The purchase of hardware, software, and staff augmentation services are NOT PERMITTED under this contract.

ISSUING OFFICE: This ITQ is managed and administered by the Commonwealth of Pennsylvania, Department of General Services (DGS), Bureau of Procurement. All inquiries should be referred to:

Timothy Grostefon, IT Procurement Specialist Department of General Services Bureau of Procurement 1800 Herr Street 2nd Floor, Arsenal Building Harrisburg, PA 17103 Telephone: (717) 346-8178 Email: tgrostefon@pa.gov

TERM OF CONTRACT: Any contract issued to qualified Contractors, as a result of this ITQ, shall commence on the Contract Effective Date and shall end on August 31, 2031. There is one five-year renewal available.

QUALIFICATIONS: Contractors interested in becoming an ITQ Contractor must meet the following requirements. Failure to meet the below requirements will result in the application being rejected. Each Contractor that meets the minimum qualifications will be awarded a contract. Award of a contract to a Contractor is not a guarantee of business.

A. Contractors must provide documentation showing two years of experience providing online legal research services or subscription-based legal information services.

B. Contractor must agree to the terms contained in Appendix A. The Contractor shall not request any changes to the terms in Appendix A as it is non-negotiable.

C. The Contractor must have a fully executed software license agreement with the Commonwealth covering the product(s) it is offering.

D. At the time of qualification, the Contractor will be required to submit a Price List. The Price List shall not include additional terms and conditions, clickthrough terms, or hyperlinks.

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CATEGORIES: Contractors will need to choose the appropriate commodity code(s) to qualify for this contract. Contractors will select the appropriate code(s) under the Business Details section of the qualification process. The Commonwealth may add additional commodity codes as the need arises. The table below lists the appropriate commodity code and description of each category.

COMMODITY CODE DESCRIPTION OF CATEGORY

80121600-ITQ-616 (Online Legal Services - Business Law Services)

Provide legal research services delivered through digital platforms, on-demand access models, or subscription-based arrangements. Services may include, but are not limited to, legal research tools, document review and generation, compliance guidance, advisory services, and other technology-enabled legal solutions

REQUEST FOR QUOTES (RFQ) PROCEDURES: Commonwealth Agencies will issue an RFQ to qualified Contractors, through the Commonwealth’s Custom Portal, powered by the JAGGAER system. Contractors will respond to the RFQ in the system. The requesting Agencies may require the qualified Contractors to furnish, upon request, additional documentation in the RFQ. The qualified Contractors selected for the RFQ process will receive a Purchase Order (PO) and will supply the service to meet the specific requirements as indicated in the

RFQ.

Agencies will exercise a scoring method based upon the criteria set forth in the RFQ. The Scoring Methods are defined as follows:

• Best Value o Refers to the process of selecting the quote which provides the greatest value to the agency based on evaluating and comparing all pertinent criteria, including cost, so that the Contractor whose overall proposal best suits the agency’s needs is selected for each individual project; and

• Low Cost o Refers to the lowest cost quoted from all proposals received that are deemed both responsive and responsible for the project.