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OUSD Acquisition & SustainmentDefense Pricing & ContractingContracting eBusinessClause Logic Service(CLS)User Guide7 January 2019

CLS USER GUIDETable of ContentsContents1Introduction . 111.1 Purpose . 112CLS Startup . 112.1 Prerequisites . 112.1.1Roles . 112.1.1.1 Contract Specialist. 112.1.1.2 Reviewer . 122.1.1.3 Administrator . 122.1.2 Workload Transfer . 122.2 Accessing Clause Logic Service (CLS) . 143CLS Page . 173.1 Session Tab . 183.1.1 New Clause Set . 203.1.2 Auto-Answer . 333.2 Questions Tab . 363.3 Clauses Tab . 453.3.1Manually Added Clauses . 493.4 Help Tab . 563.4.1 Navigation Pane . 564Acronyms . 58

CLS USER GUIDE1 IntroductionThe operational enterprise web service Clause Logic Service (CLS) (using the Procurement Data Standard)is used by procurement personnel or system-to-system during the procurement process to allow forconsistent inclusion of provisions and clauses in procurement actions. CLS ensures the selection ofprovisions and clauses based on a standard set of system logic rules for the current Federal AcquisitionRegulation (FAR), Defense Federal Acquisition Regulation Supplement (DFARS), and DFARSDeviations.Agency/Service local clauses will not be incorporated into CLS until they have gone through the rulemaking process (PGI 201.301). Once approved and they appear in the Agency/Service’s chapter of Title48, logic rules will be created and the clause(s) will be made available in CLS.Users can access CLS via a web service connection to their Contract Writing System (CWS) or directlyfrom a website.1.1 PurposeThe purpose of this user manual is to provide instructions and guidance for using the CLS. The logicbehind CLS is to provide provisions and clauses required for your procurement based on the answers theuser provides to the questions. Prescriptions are provided, via hyperlink, under each answer in the Q&Asession. This is to assist the user in determining if that answer is the correct for the specific supply/servicebeing acquired. This will ensure best use of tool and accurate clause set for the solicitation/award.2 CLS Startup2.1 Prerequisites2.1.1 RolesAccess permissions to the CLS User interface are based on functional roles assigned to the user (e.g.,Contract Specialist, Reviewer, and Administrator).The Reviewer and Administrator roles are not currentlyavailable but will be deployed in a future version.2.1.1.1 Contract SpecialistThe Contract Specialist role has the following capabilities: Answer questions related to a specific contract.Initiate a new Question and Answer (Q&A) session for solicitations and awards.Save a Q&A session for a defined retention time (default 60 days) or cancel a session without savingit.Select from a previously saved Q&A session, stored within the defined retention time for display.Resume a saved user session at the point it was previously saved, retaining previously edited orfilled in text.Create a copy of a previously saved Q&A session to serve as a starting point for a new11 P a g e

CLS USER GUIDE solicitation or award retaining all previous answers.Review a document in the History tab.Manually add clauses.2.1.1.2 ReviewerThe Reviewer role, which is not currently implemented, has the following capabilities: Generate reports based upon actions taken by users within his/her organizational hierarchy.View the Q&A transcripts of any stored session initiated by any user within his/herorganizational hierarchy.2.1.1.3 AdministratorThe Administrator role, which is not currently implemented, has the following capabilities: Identify an organizational hierarchy for inclusion of users with Reviewer and Contract Specialistuser roles grouped within his/her organization.Set the retention time for saved Q&A sessions in days for his/her organization.Generate reports based upon actions taken by users within his/her organizational hierarchy.2.1.2 Workload TransferA user’s documents can be transferred to a designated user with the following steps. To select the user whose documents will be transferred (source user), select their ID from the“From” drop-down list. This will enable the “To” drop-down list. See Figure 2.1.2-1.Figure 2.1.2-1. Workload Transfer Window with Documents To select the user to transfer the documents to (destination user), select their ID from the “To” drop-downlist. This will enable the source user document list.12 P a g e

CLS USER GUIDE Select all the documents that should be transferred from the source user document list. See Figure 2.1.2-2.Figure 2.1.2-2. Workload Transfer Window with Documents Selected Click Transfer to transfer the source user’s documents to the destination user. The destinationuser’s document list automatically updates to include the files that were transferred, as shown inFigure 2.1.2-3.13 P a g e

CLS USER GUIDEFigure 2.1.2-3. Workload Transfer Window with Transfer Completed2.2 Accessing Clause Logic Service (CLS)CLS is accessible either through Wide Area Workflow (WAWF) or the user’s contract writing system(CWS). The user will need to create an account in WAWF to request access to CLS. All 1102s areautomatically given access to CLS. If you are not an 1102 you will need to request access to CLS in theWAWF environment.This is the screen that pops up when the user accesses WAWF. Click the Accept icon at the bottom.Click on the Certificate Login button.14 P a g e

CLS USER GUIDESelect the ID certificate and click on Ok.Sometimes the below pop-up appears; if so, click Run.When the user logs in the CLS icon will be visible in the PIEE screen. If you are an 1102 and it does notappear contact the WAWF Help Desk.15 P a g e

CLS USER GUIDEClick on the CLS icon.On the Warning and Disclaimer page, click Acknowledge to open a CLS session.Figure 2.2-1. CLS Warning and Disclaimer PageAs described in the Warning, the CLS buttons should be usedto navigate within the application, not the browser buttons.16 P a g e

CLS USER GUIDEIf CLS has been updated since the last log-in, a pop-up window appears with a New Update message, asshown in Figure 2-2-2. Click Dismiss to close the window.Figure 2.2-2. New Update Pop-up WindowAn Upcoming Outage pop-up window displays if there is an upcoming outage, as shown in Figure 2.2-3. Details ofthe outage are found in the Notices and Updates link at the bottom of the CLS page. Click Dismiss to continue to theCLS page.Figure 2.2-3. Upcoming Outage Pop-up Window3 CLS PageThe top-right of the CLS page shows the user and user’s role, and a Logout button, shown in Figure 3.1.Figure 3-1. User, Role, and LogoutClick Logout to leave CLS. If the session has not been saved, a Save Session pop-up window appears,shown in Figure 3-2. Select Yes, No, or Cancel.17 P a g e

CLS USER GUIDEFigure 3-2. Save Session Pop-up WindowThe CLS page contains four tabs: Session, Questions, Clauses, and Help. Clickto save thesession. A pop-up window appears with a message that the session has been saved, as shown in Figure 3-3.Click Close to remove the window.Figure 3-3. Saved Session Pop-up Window3.1 Session TabFigure 3.1-1 below shows the Session tab of the CLS page. The left-hand column lists the following links: About Clause Logic Service – This feature will be added in a future deployment. Help Desk Utilities – This feature will be added in a future deployment. The following links are listed at the bottom of the page:Notices and Updates – Clause Logic Service Notices and Updates contains two tabs:o Scheduled Outages lists maintenance and patching dates and reasons.o Notices and Updates contain versions, status, and release dates of Federal AcquisitionCircular (FAC) Update, Defense Acquisition Circular (DAC) Update, Clause Logic ServiceUser Interface, Clause Logic Request Schema, Clause Logic Response Schema, FederalAcquisition Regulation (FAR) and Defense Federal Acquisition Regulation (DFAR) Rules,Questions Matrix, Document Creation Extensible Markup Language (XML), ProcurementQuestion and Answer XML, and Procurement Question and Answer Schema.Privacy & Security Notice – Clause Logic Service Security, Privacy, and Disclaimer NoticesExternal Links Disclaimer – U.S. Department of Defense External Link DisclaimerAccessibility/Section 508 – U.S. Department of Defense Section 508Web Policy – Office of the Under Secretary of Defense for Acquisition, Technology and LogisticsHelp Desk – For questions about the Clause Logic Service, please send an email vice@mail.mil18 P a g e

CLS USER GUIDE Window Theme – Selection of Overcast, Dark Hive, Smoothness, and TrontasticThe first table contains the Users Information: User, Organization, Role, Permissions, and Last Login.The lower half of the screen contains the user’s session information, which has three tabs: ClauseSessions in Progress, History, and Q&A Masters (disabled). Elements in the Clause Sessions inProgress include: Show Number of Entries drop-down menu – Selection of number of entries to show (i.e., 10, 25, 50,100)Search for Document Number: Textbox for document number for searchDocument Number – Document identification number Details – Place the mouse pointer over Days Until Expired – Number of days until the document will expire (default 60 days)Last Update – Date and time of the last time the session or document was savedSubmitted to Clause Logic Service – Yes or No [identifies that the document has been sent to theCLS Application Program Interface (API) for validation]Resubmit Required – The document indicated needs to be resubmittedContains Errors – Yes or No (Yes is denoted in a red box)Copy Document – Click Create Copy of xxx to create a copy of the listed document to open the Conditions pop-up window.19 P a g e

CLS USER GUIDEFigure 3.1-1. CLS Page, Session TabThe History tab shown in Figure 3.1-2 contains a list of completed documents. Completed documentsare documents that have all questions answered, answers validated, and clause results exported for thatdocument. The elements displayed in the history table can be sorted by clicking the element title in thetable heading. Document Number – Document number or Identifier (ID)Status – Document status: Complete – Clauses Exported and/or ExpiredArchive Date –Date the document was archivedAction – Review or Revert to In Progress. Click Review to review a completed document. Completed documents may not be updated. Click Revert to In Progress to change an expireddocument to In Progress status in order to continue development.Copy Document – Copy a Document. Expired document cannot be copied.Figure 3.1-2. History TabThe Q&A Masters tab (next to the History tab) will contain a list of documents that can be used as atemplate for creating new documents. This function will only be available to the CLS Agency/ServiceAdministrator.3.1.1 New Clause Set20 P a g e

CLS USER GUIDETo create a new set of clauses, as shown in Figure 3.1.1-1, select Create New Clause Set. In the DocumentCreation window shown in Figure 3.1.1-1, enter the Document Identifier in the 13 alpha- numericProcurement Instrument Identifier (PIID) structure that is generated by your CWS or your Service/Agency.This will convert all alpha characters to upper case at the end of document creation, so all document IDs willalways be displayed in upper case.Figure 3.1.1-1. Document Creation WindowIf an invalid character is entered, a pop-up window appears, such as the example shown in Figure 3.1.1-2.Figure 3.1.1-2. Example of Invalid Document Character Pop-up WindowThe Save Session icon in the upper left corner of the Sessionscreen is disabled so that the session cannot be saved when adocument21 P a g e