Clause Logic Service (CLS)

The provisions and clauses in FAR and DFARS are used by agencies to complete their contract terms. This has led to inconsistencies and redundancies in usage of the clauses and provisions. In order to standardize and streamline the usage of clauses and provisions, the Department of Defence has created a centralized website called Clause Logic Service. This website provides the facility to incorporate clauses and sections in documents such as awards or solicitations in their contract terms. Thus Clause Logic Service acts as a sort of remote Contract Expert, that brings in clauses to the contract terms, based on certain rules and questions that the user has to answer.

The government maintains the Clause Logic Service as a centralized repository to store clause text and clause logic. CLM, as one of the registered contract writing systems, sends indicator values (such as Document Number, Contracting Office, Funding Agency, Dollar Value) to the Clause Logic Service (CLS) system and these indicator values are used to determine which clauses and provisions that CLM document (award or solicitation) is going to need. Then CLS sends the required clauses and provisions to the requesting CLM document and the clauses are inserted in the appropriate sections in the Contract Terms page.

Using the appropriate CLM Sourcing or CLM Purchasing responsibility, open a draft solicitation or a draft award. Navigate to the Contract Terms page (CLM Sourcing : click the Contract Terms link in the left pane of the page. CLM Purchasing: Select the action Update Contract Terms or Add Contract Terms from the Actions list of values from the award). The Contract Terms page displays and you need to apply a template that is CLS enabled to the CLM document. If a template that is not CLS enabled has been applied, you can remove it by clicking the Remove Terms action from the Actions list of values. Then select a template that is CLS enabled from the Contract Template list of values and click Apply Template. This will enable you to initiate the clause logic service.

For more information on setting up contract templates as CLS enabled, please refer to the Oracle Contract Lifecycle Management for Public Sector Implementation Guide.

In order to initiate the Clause Logic Service to bring in clauses to your contract terms, select the Start Clause Logic Service action from the Actions list of values and then click Go. You get a confirmation message that the Clause Logic Service has been started successfully, which means that CLM has connected successfully to the Clause Logic Service website.

The CLS web page displays, with a DoD Notice and Consent Banner. Read the terms and conditions and then click I Agree to continue.

The CLS web page now displays a Getting Started screen that explains the process you need to follow to use the Clause Logic Service website. Read the instructions and then click Continue.

The Regulations page lists the various federal rules that you will need in your CLM document (award or solicitation). This list of regulations is generated based on the indicators that CLM has sent to the Clause Logic Service from your CLM document (award or solicitation). Thus, Document Number, Funding Agency, etc. are sent to CLS from CLM and using these indicators, CLS has determined which clauses and regulations apply to your CLM document.

The upper right region of the Regulations page shows you the CLM document number that was created in CLM. The region also shows the last updated date/time for the CLM document. The Prescribed Clauses region displays the number of clauses that are required, optional and removed.

The main region lists the Applied Regulations and the Available Regulations to the CLM document. Click the Modify Regulations (pencil) icon near the Applied Regulations title in order to update the Applied Regulations list. You can add or remove regulations and save your list, which will be applied to the CLM document.

Click Continue to navigate to the Basic Info page. You need to provide CLS with some Procurement Document and Performance details in order to proceed. Click the Start button next to the Procurement Document title and then specify which agency / department this procurement document originates from. Select an agency / department by clicking the appropriate radiobutton and then click Continue. You will be prompted to select a document type - Contract (Award) or Solicitation. The next page asks you which type of solicitation instrument vehicle, then which contract instrument vehicle, and which Forms (SF1447, SF33, etc) you will be using. Select from the lists and click Continue.

Click the Start button next to the Performance title and then specify the Period of Performance (in Days), and Places of Performance to CLS and click Continue.

The Regulation Info page displays, where you need to click the Start button near each regulation title in order to answer various questions put to you by the Clause Logic Service. Your responses will determine the regulations and relevant clauses that will be part of the Contract Terms of your CLM document. Click Continue when you are done with answering the questions and the Error Check Summary page displays, informing you that an error check has been performed on your document. Click Continue to the Running Rules page, that generates the clauses and appropriate sections for the CLM document.

The Procurement Document Review page displays the relevant clauses and sections that will be part of the contract terms of your CLM document. You can still opt to add clauses that you think should be a part of the contract terms. Select the Print icon to print the clauses and section in pdf or odf format.

From the Contract Terms page, in Solicitations or Awards, navigate to the Actions list of values, select the action Retrieve Clauses from Clause Logic Services and click Go. The clauses and relevant sections are retrieved from the CLS website and are placed appropriately in your contract terms page.

If you need to add or remove clauses from the Contract Terms page, and the clauses have been brought in from CLS, first remove all the clauses, by clicking the Remove Terms action from the Actions LOV. Then invoke CLS by selecting the action Start Clause Logic Service and clicking Go. This will launch Clause Logic Service again, and you can add or modify the clauses and sections you need.