SOURCES SOUGHT ANNOUNCEMENT--LRS_Final.docx

SOURCES SOUGHT ANNOUNCEMENT

EOP-OA-LRS-FY22-01

The Executive Office of the President (EOP), Office of Administration (OA), Library and Research Services (LRS) Division, is seeking sources for commercially-available, web-based research databases that contain the following content: news/business information, legal information, public records, dockets, and legal news. These resources would be utilized by staff, detailees, interns, contractors, and other personnel affiliated with the EOP.

CONTRACTING OFFICE ADDRESS: Executive Office of the President (EOP) / Office of Administration (OAS), Procurement and Contracts Management Division (PCMD)

INTRODUCTION:

This is a SOURCES SOUGHT ANNOUNCEMENT to determine the availability and technical capability of small businesses (including the following subsets, Small Disadvantaged Businesses, Certified 8(a), Service-Disabled Veteran-Owned Small Businesses, HUBZone Small Businesses and Woman Owned Small Businesses) or large businesses to provide the required products and/or services.

The EOP/ OA is seeking information on potential sources that can provide commercially-available, web-based services for news and business information, legal information, public records, dockets and legal news.

It is the intent of this SOURCES SOUGHT ANNOUNCEMENT to identify vendors that can provide the above services as a comprehensive solution OR separately (a la carte). The Government is only seeking sources that provide the services listed above as commercially available products (i.e., “off-the-shelf”), rather than vendors that propose to develop new services or solutions to meet the Government’s needs.

Anticipated Time Frame: Base year service: 1/1/2023 – 12/31/2023

DISCLAIMER:

THIS SOURCES SOUGHT ANNOUNCEMENT IS FOR INFORMATIONAL PURPOSES ONLY. THIS IS NOT A REQUEST FOR PROPOSAL. IT DOES NOT CONSTITUTE A SOLICITATION AND SHALL NOT BE CONSTRUED AS A COMMITMENT BY THE GOVERNMENT. RESPONSES IN ANY FORM ARE NOT OFFERS AND THE GOVERNMENT IS UNDER NO OBLIGATION TO AWARD A CONTRACT AS A RESULT OF THIS ANNOUNCEMENT. NO FUNDS ARE AVAILABLE TO PAY FOR PREPARATION OF RESPONSES TO THIS ANNOUNCEMENT. ANY INFORMATION SUBMITTED BY RESPONDENTS TO THIS SOURCES SOUGHT ANNOUNCEMENT IS STRICTLY VOLUNTARY.

CONTRACT/PROGRAM BACKGROUND:

Contract Number: 11316018P0003OAS Contract Type: Firm Fixed Price Incumbent and their size: RELX, Inc. (Lexis) Method of previous acquisition: Full and open competition Period of performance: 3/1/2018 - 12/31/2022

Contract 11316018P0003OAS provides EOP staff with access to the Lexis platform, including the full text of news sources (international and domestic), journals and magazines, legal documents, public records, dockets, secondary legal materials, and Law360 legal news to support policy development and other EOP operations.

REQUIRED CAPABILITIES:

The Government seeks sources that can provide the following commercially available, web-based services via Internet Protocol (IP) authentication or Single Sign-On (SSO) and a flat-rate subscription model:

A. News & Business Information

· Description: A searchable, full-text database of local, state, national, and international news, newswires and news websites; transcript services for broadcast networks; magazines, trade and academic journals

· Licenses: 500 users with the option to add additional licenses in increments of 25 B. Legal Information

· Description: A searchable full-text database of primary law materials (statutes, cases, regulations, treaties) and secondary law materials (treatises, dictionaries, desk books, etc.)

· Licenses: 250 users with the option to add additional licenses in increments of 25 C. Public Records

· Description: A searchable database of information about people for vetting purposes

· Licenses: 150 users with the option to add additional licenses in increments of 25 D. Dockets

· Description: A searchable database of court dockets and filings for U.S. federal and state courts, with the ability to create alerts and tracking capability to see if there has been any change to an existing case

· Licenses: 100 users with the option to add additional licenses in increments of 25 E. Legal News

· Description: A comprehensive online news service covering developments in law and the legal field, including major practice areas and legal issues

· Licenses: 5 LRS users with redistribution rights and the option to add additional licenses in increments of one (1)

Instructions to Potential Responders: Provide a capabilities statement that includes the information requested in the format specified below. Supplementary information that would assist the Government in understanding the services available may also be provided. If a particular required capability area (A-E above) is not offered, expressly state as such.

Table 1: Service Offerings Using the following template (Table 1), indicate whether services provided by the vendor are:

· Offered as part of a comprehensive solution that contains all services (A-E) – Yes or No

· Offered separately as a stand-alone service – Yes or No

· Offered only in conjunction with the following – List other services or products that must be licensed as part of the package or specify N/A (not applicable).

A. News and Business Information (500 licenses)

B. Legal Information (250 licenses)

C. Public Records (150 licenses)

D. Dockets (100 licenses)

E. Legal News (5 Library licenses with redistribution rights)

In addition to completing the table above, specify any integrated linking or interdependencies that exist between services A-E, and explain what functionality (if any) would be degraded if the Government were to license individual services separately from different providers.

Table 2: General Functionality Complete the following template (Table 2) with Yes, No, or N/A (not applicable) for each of the services and requirements listed, other than those with a grayed-out cell. Provide an explanation for any N/A responses. Specify any functionality that is exclusive to the vendor’s service.

Public Records

Dockets

Ability for end users to self-register without EOP staff intervention

Ability for Library staff to mediate user access to the service

Ability for Library staff to deactivate or delete user accounts

Dates of coverage for each source included

Ability to execute a search within a single source file or publication

Ability to combine an unlimited number of resources and save the grouping for future searches

Advanced search interface that includes option for full Boolean searching

Advanced search that includes option for word proximity searching

Advanced search that includes option for specification of all caps or no caps

Ability to remove duplicates within search results

Ability to construct search of up to 4,000 characters in a single search box

Ability to search for, or limit to, negative news coverage

Ability to set up multiple alerts to be delivered per the terms of user’s configuration (daily, weekly, monthly)

Content updated at least on a daily basis (indicate any variation to this frequency)

General end-user search and technical support 24 hours/day, 7 days/week

Specialized account, search, and technical troubleshooting support Monday-Friday during standard EST/EDT business hours (minimum 8 hours per day) from a contract-specific support team

Ability to ensure that EOP data may only be access by authorized persons and for authorized purposes

Training for end users and library staff on an as-needed basis, delivered within 48 hours of request and via the Government’s requested method (in person or Zoom/GoToMeeting)

Support literature, such as user guides and training videos, in electronic format

Option to allow specially-designated users to access out-of-scope content on a transactional basis

Use of secure data management practices to safeguard data at rest and in-transit

Provide monthly metrics of usage by EOP component (components can be determined by email address format)

Provide monthly report of users with “last login” date

Provide monthly usage metrics to include number of searches conducted by the 15th of the following month

Provide quarterly usage report on sources used

Can provide machine-readable Knowledge Bases and Related Tools (KBART) formatted file of publications included in the database with the following required fields: publication title, ISSN or ISBN (as appropriate), Online Computer Library Center (OCLC) number (unique WorldCat record identifier), coverage start date, coverage end date, coverage depth, permalink Uniform Resource Locator (URL) to title, and embargo information. See http://www.niso.org/standards-committees/kbart/kbart-content-providers.

Can provide KBART file updates every 90 days to reflect publication additions, removals, and updates

Table 3: News and Business Information Complete the following template (Table 3) with Yes or No to indicate full-text availability of the content required. Include a basic description of content, coverage depth, and any embargos for each requirement listed. Specify any content that is exclusive to the vendor’s service.

TABLE 3: NEWS AND BUSINESS INFORMATION

Availability and Description

National, state, and local newspaper and news website content, covering all 50 states, Washington, D.C., and U.S. territories

International news resources, with major foreign newspapers from all parts of the world

British Broadcasting Corporation (BBC) Monitoring content (or similar)

New York Times

Wall Street Journal

Washington Examiner

Washington Post

Los Angeles Times

Chicago Tribune

Major newswire services such as: AP, States News Service, Agence France-Presse

Transcript services from all major broadcast and cable networks

Congressional transcripts

Public Papers of the Presidents

Historic Presidential documents pre-dating the Public Papers of the Pres-idents

White House press releases

Blogs and news and opinion websites in public policy and business areas covering political spectrum

Financial and business news pertaining to U.S. and international companies

Magazines, newsletters, policy, trade, and academic journals in major areas of Government and public affairs

In addition to completing the table above, please supply the Government with a list of all publication titles available in the news information service, including coverage dates.

Table 4: Legal Information Complete the following template (Table 4) with Yes or No to indicate full-text availability of the content required. Include a basic description of content, coverage depth, and any embargos for each requirement listed. Specify any content or functionality that is exclusive to the vendor’s service.

Current annotated U.S. Code and at least 25 years of historic coverage

Law reviews with at least 20 years of backfile coverage

State laws and legislation for all U.S. states, territories and Washington, D.C.

Legislative history resources

Congressional Record

Current Code of Federal Regulations and at least 35 years of historic coverage

Current Federal Register and historic coverage from inception

Administrative law resources, including regulations and their codifications

Attorney General and Office of Legal Counsel decisions

Federal and state court opinions with headnotes; inclusion of briefs, pleadings and motions

Resources to research foreign and international law, especially relating to trade partners of the U.S., international alliances, treaties, arbitration, etc.

Service that indicates whether a court opinion or a public law is still current and valid law

Secondary legal treatises, and other legal reference materials

Judicial profiles for federal and state court judges

Litigation analytics service that provides data and statistics, including but not limited to motions, rulings, and case types, on courts, judges, lawyers, and litigants.

Practice resources covering major legal practice areas and including checklists, guidance, toolkits, and articles

Ability to compare different versions of federal and state statutes, showing additions, deletions, and revisions

Ability to compare different versions of federal and state regulations, showing additions, deletions, and revisions

In addition to completing the table above, please supply the Government with a list of all publication titles available in the legal information service, including coverage dates.

Table 5: Public Records Complete the following template (Table 5) with Yes or No to indicate availability of the content (including coverage depth) or functionality required. Include a basic description of the content or function and any limitations for each requirement listed. Specify any content or functionality that is exclusive to the vendor’s service.

TABLE 5: PUBLIC RECORDS

Availability and Description

Comprehensive package of public records files, covering all U.S. states, territories, and Washington, D.C.

Daily updates available on public records feeds, as available by state laws and regulations

Ability to search across public records and produce a report on an individual, as available by state laws and regulations

Ability to search by social security number

Person locator, as available by state laws and regulations

Liens and judgments, as available by state laws and regulations

Personal property, as available by state laws and regulations

Criminal records, as available by state laws and regulations

Bankruptcy records, as available by state laws and regulations

Mortgage records, as available by state laws and regulations

Driver’s license records, as available by state laws and regulations

Voting records, as available by state laws and regulations

Criminal and civil lawsuits, as available by state laws and regulations

Ability to search for an individual’s business associates, as available by state laws and regulations

Ability to search for an individual’s email address, as available by state laws and regulations

Ability to search for public records on businesses

Campaign contribution records

Foreign agent registration (FARA) records

Ability to search for social media account content

In addition to completing the table above, please supply the Government with a list of all data sources available in the public records service and a list of data sources that are not available due to state laws and regulations that limit access to public records information.

Table 6: Dockets Complete the following template (Table 6) with Yes or No to indicate availability of the content or functionality required. Include a basic description of the content (including coverage depth) or function and any limitations for each requirement listed. Specify any content or functionality that is exclusive to the vendor’s service.

TABLE 6: DOCKETS

Availability and Description

Dockets for federal and state courts, including civil and criminal

Ability to search by keyword, docket number, judge, litigant, attorney, firm and other relevant fields

Ability to view and download PDF documents listed on docket to the extent such documents are available in services such as the Public Access to Court Electronic Records (PACER)

Ability to track ongoing cases or litigation related to specific parties for new developments and documents, with options to receive alerts hourly, daily, weekly, and monthly

Ability for the Government to set or waive usage caps on docket and document retrieval, including alerts and tracks, as a method of controlling costs

In addition to completing the table above, please supply the Government with a list of all courts covered and included in the docket service.

Table 7: Legal News Complete the following template (Table 7) with Yes or No to indicate full-text availability of the content required. Include a basic description of content, coverage depth, and any embargos for each requirement listed. Specify any content or functionality that is exclusive to the vendor’s service.

TABLE 7: LEGAL NEWS

Availability and Description

Current news and analysis on legal developments, including litigation, verdicts, and legal issues involving Government agencies

Content produced by journalists and subject matter experts, with editorial review

Coverage of a wide array of major legal practice areas

New information added to site on a daily basis, Monday-Friday, including breaking news

Email newsletters to inform users of newly published content on a daily or weekly basis

Customizable email alerts on major topic areas

Ability to search and browse archival content

Licenses that allow Library staff to redistribute requested articles to EOP staff

SPECIAL REQUIREMENTS

No special requirements have been determined at this time.

SOURCES SOUGHT:

The North American Industry Classification System Code (NAICS) for this requirement is 519130 with corresponding size standard of 1,000 employees. This Sources Sought Synopsis is requesting responses to the following criteria ONLY from businesses that can provide the required services under the NAICS Code.

To assist the EOP in making a determination regarding the level of participation by small business in any subsequent procurement that may result from this Sources Sought, you are also encouraged to provide information regarding your plans to use joint venturing (JV) or partnering. Please outline how you would envision your company's areas of expertise and those of any proposed JV/partner would be combined to meet the specific requirements contained in this announcement.

In order to make a determination for a small business set-aside, two or more qualified and capable small businesses must submit responses that demonstrate their qualifications. Responses must demonstrate the company’s ability to perform in accordance with the Limitations on Subcontracting clause (FAR 52.219-14).

SUBMISSION DETAILS:

Interested businesses should submit a capabilities statement package (no more than 25 pages) addressing the Government’s specific questions and demonstrating the ability to perform the services listed under Required Capabilities.

Responses should include:

1) Business name and address;

2) Name of company representative and their business title;

3) Type of Small Business (if applicable);

4) CAGE Code;

5) Your contract vehicles that would be available to the Government for the procurement of the product and/or service, to include ENCORE III, SETI, NIH, NASA SEWP, General Service Administration (GSA): OASIS, ALLIANT II, VETS, STARS II, Federal Supply Schedules (FSS) (including applicable SIN(s)), FEDLINK, or any other Government Agency contract vehicle that allows for decentralized ordering. (This information is for market research only and does not preclude your company from responding to this notice.)

Vendors who wish to respond to this should send responses via email no later than Monday, 4 April, 2022 at 2:00 PM Eastern Daylight Time (EDT) to Heather.L.Poindexter@oa.eop.gov and Franky.M.Awuvey@oa.eop.gov. Interested businesses should submit a capabilities statement package (no more than 25 pages, excluding title lists) addressing the Government’s specific questions and demonstrating the ability to perform the services listed under Required Capabilities.

Proprietary information and trade secrets, if any, must be clearly marked on all materials. All information received that is marked Proprietary will be handled accordingly. Please be advised that all submissions become Government property and will not be returned. All Government and contractor personnel reviewing submitted responses will have signed non-disclosure agreements and understand their responsibility for proper use and protection from unauthorized disclosure of proprietary information as described 41 USC 423. The Government shall not be held liable for any damages incurred if proprietary information is not properly identified.

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