1 A02- JA Limiting_Competition.pdf

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TRANE HVAC
Solicitation number
W519TC25T4005
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About this file

This is a Market Research File (MFR) template for limiting competition under the Simplified Acquisition Threshold (SAT) for actions over the micro-purchase threshold ($10K). The form is used by the U.S. Army Contracting Command - Rock Island for FAR Part 8, 13, or 16 acquisitions, including brand name purchases.

The template provides sections for documenting the contracting activity, description of action (including contract vehicle type, pricing structure, and funding source), description of services/supplies, authority citations, justification reasoning, publicizing requirements, market research details, and approval signatures. It requires detailed explanations for sole source or brand name restrictions, including unique capabilities justification, market research findings, and potential mission impacts if not approved. The form also includes specific posting requirements for brand name restrictions based on dollar thresholds ($25K and $30K) and requires PCO approval with subsequent submission to CONOPS for redaction prior to posting.

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For All Actions Over the Micro-Purchase Threshold ($10K*) and Under the Simplified Acquisition Threshold (SAT)

Use for FAR Part 8, 13, or 16, Including Brand Name

MFR – Limiting Competition under SAT

1. Contracting Activity: U.S. Army Contracting Command – Rock Island, Rock Island Arsenal, Rock Island IL 61299-8000.

2. Description of Action:

Nature: New Requirement Follow-on Requirement

Contract Vehicle: Purchase Order Number ______________________ Blanket Purchase Agreement (BPA) Number ______________________ against FSS Contract Number Order/BPA# _______ ______________________ against Multiple Award IDIQ Contract Name or # Order #_______ ________________ against a single award IDC Contract # Order #_______ ______________________ to existing PO/TO/DO/Call Order # Modification # _______ ______________________

Pricing: Fixed Price Time & Materials/Labor Hours Cost Reimbursable

Funds: Operations & Maintenance, Army Other Funds: FY: ________

Name of Proposed Contractor(s): _____________________________________________________________

Yes No Brand Name Buy

3. Description of Services or Supplies: In layman’s terms, briefly describe the services or supplies to be provided, including make & model number where appropriate. Include quantities of supplies or period of performance for services. Provide information for any options included. Include the total estimated value of the proposed action (Do not use abbreviations):

4. Authority: Mark the applicable exception, choose only one

FAR 13.106-1(b)(1): For purchases not exceeding the simplified acquisition threshold, urgency, exclusive licensing agreements, brand name, or industrial mobilization.

Or

FAR 8.405-6(a)(1)(i)(B) and 8.405-6(b)(1)Brand Name FAR 8.405-6(a)(1)(i)(B) Only One Source is Capable FAR 8.405-6(a)(1)(i)(C) Logical Follow-on

Or

FAR 16.505(b)(2)(i)(B) and 16.505(a)(4) Brand Name FAR 16.505(b)(2)(i)(A) Urgency FAR 16.505(b)(2)(i)(B) Only One Awardee is Capable FAR 16.505(b)(2)(i)(C) Logical Follow-on

5. Reasons for Authority Cited:

a. Explain why the intended contractor is the only reasonable source who can provide the required supplies or services. Discuss the unique capabilities, expertise, etc. that support the lack of competition.

b. For a brand name restriction - brand name specifications shall not be used unless the particular brand name, product, or feature is essential to the Government’s requirements. Explain why the brand specified is the only brand that will meet the Government’s needs.

c. Describe the detrimental effects/serious injury to the mission of the requiring activity or to the government, financial or otherwise, that will result if this justification is not approved and the product or service cannot be provided by the intended sole source contractor.

6. Publicizing Contract Actions: For FAR 13 actions, the public display and synopsis requirements of 5.101 and 5.203 do not apply due to the $ threshold, apply and will be followed, or do not apply due to an exception at 5.202 _________________ . Fill in exception.

Requirement to post justification IAW 8.405-6(b)(3), 13.105(c), or 16.505(a)(4)(iii)(A)

Action is NOT a brand name restriction and is under SAT, no posting required Action is a brand name restriction, under $25K, no posting required Action is a brand name restriction, over $30K. It will be redacted and posted with the solicitation.

Action is a brand name restriction over $25K but will not be posted due to exception

FAR 8.405-6(a)(1)(i)(A) Urgency

Signature Contracting Officer

After approval by the PCO, include a copy in the contract file. Send approved justification to CONOPS for redacti ng prior to posting, usarmy.ria.acc.mbx.spt-svcs@mail.mil.

7. Market Research: Describe the extent of the market research conducted to identify all qualified sources and the results thereof. Provide month/date market research conducted to ensure it was within the last 12 months. If the requirement is a brand name specification, market research must support that other companies’ similar products, or products lacking the particular feature specified, do not meet, or cannot be modified to meet, the agency’s needs.

8. Approval: I hereby determine that the anticipated cost or price to the Government for this contract action will be fair and reasonable based upon (describe technique to be used, e.g. price analysis, cost analysis, etc).

Based on the foregoing, I approve this justification to limit competition subject to availability of funds, and provided that the services and supplies herein described have otherwise been authorized for acquisition.

MFR – Limiting Competition under $150K
(or under $650K if using FAR Part 13.5)
3. Description of Services or Supplies: In layman’s terms, briefly describe the services or supplies to be provided, including make & model number where appropriate. Include quantities of supplies or period of performance for services. Provide info...
4. Authority: Mark the applicable exception, choose only one
Section 803 of the National Defense Authorization Act of 2002 (PL 107-107); and FAR 8.405-6(a)(1)(i)(B) and 8.405-6(b)(1)Brand Name FAR 8.405-6(a)(1)(i)(A) Urgency
FAR 8.405-6(a)(1)(i)(B) Only One Source is Capable
5. Reasons for Authority Cited:
8. Procurement History:
TB Purchase Order: TBD
2024-12-03T08:32:45-0500
HUSSON.SUSAN.G.1384091411
CB New Requirement: On
CB Followon Requirement: Off
CB Purchase Order Number: On
CB BPA Number: Off
CB Order BPA: Off
CB Order 1: Off
CB Order 2: Off
CB Modification: Off
TB BPA Number:
TB FSS Contract Number:
TB Order BPA:
TB Order 1:
TB Order 2:
TB Modification:
TB IDIQ:
TB IDC:
TB PO TO DO Call Order:
CB Fixed Price: On
CB Time Materials Labor Hours: Off
CB Cost Reimbursable: Off
CB OMA: Off
CB No 1: Off
TB FY: 2025
CB FAR 131061b1 For purchases not exceeding the simplified acquisition threshold SAT urgency: On
CB FAR 84056a1iC: Off
CB FAR 84056a1iA Urgency: Off
CB FAR 16505b2iA Urgency: Off
CB FAR 16505b2iC: Off
CB Action is NOT: Off
CB under 25K: Off
CB over 25K 1: On
CB over 25K 2: Off
TB Fill in:
CB apply: On
CB do not apply: Off
CB Yes 1: On
CB FAR 84056a1iB Brand Name: Off
CB FAR 84056a1iB One Sourxe: Off
CB FAR 16505b2iB Brand Name: Off
CB FAR 16505b2iB One Awardee: Off
TB Reason for authority: Trane Heating Ventilation and Conditioning (HVAC) Systems, Blue Grass Army Depot (BGAD) needs to purchase Trane HVAC systems because most of the existing systems at BGAD approximately 80% are Trane Systems. In order to reduce complexity for repairs, increase spare parts compatibility, increase compatibility with existing duct systems and existing concrete pads BGAD is looking to establish a Purchase Order, GSA Contract and/or a Blanket Purchase Agreement (BPA) for multiple models of Trane HVAC Systems. The Depot's existing 2 HVAC installers are most familiar with Trane HVAC systems which will drive efficiencies from the standpoint of both repairs and installations.
TB Services or Supplys: Trane Heating Ventilation and Conditioning Units:

(1) 1 EA - Model: YSJ120A3S0L Precedent Packaged Rooftop, Ton: 10, Application: DX Cooling/Gas heat, IEER/SEER: 14, Voltage/Phase/Hertz: 208-230/60/3

(2) 1 EA - Model: YSC060G3RHB Precedent Gas/Electric Packaged Rooftop, Ton: 5, Application: DX Cooling/Gas heat, IEER/SEER: 14

(3) 1 EA - Model: YSJ150B3S0H Precedent Packaged Rooftop, Ton: 12.5, Application: DX Cooling/Gas heat Estimated Value: $29,900

TB Name of Proposed Contractors: Trane U.S. Inc./Small Business Reseller
TB OF: ACWF
TB Exception Fill In: [Select One]
Clear - Reset Fields:
TB Market Research: A comprehensive market research process was conducted to evaluate the most suitable HVAC systems to meet our specific needs. After detailed analysis, we identified Trane HVAC systems as the optimal solution and compatibility with our requirements. Extensive online research was conducted, focusing on the three specific models under consideration and price comparisons. In November 2024 we obtained several quotes from authorized Trane dealers, to further understand market prices and service terms. We engaged with the local Trane Dealer, to gain insights into product availability and lead time.
TB Approval: Based upon conducting a thorough price analysis across multiple sources and market research. All market research quotes reflected consistent pricing, indicating a competitive and standard rate across the market for the three targeted specific units. In addition we considered long term operational savings that Trane HVACs systems offer due to their energy efficiency and durability.

Procurement history of previous purchases of same/similar equipment needed which met technical specifications. Certified cost or pricing data is not required per FAR 15.43-1(b)(3).

CB do not apply 5202: Off

File details come from the government source that posted it. Updated .