1-TF Journals sole-source-certification 2026 (Signed).pdf

Sole Source Certification Procurement & Payment Services - Modular I

Office of the Controller 10501 FGCU Boulevard South Fort Myers, FL 33965

Purchase of a product and/or service valued above $15,000 that is available only from a single source may be exempt from competitive procurement requirements, such as obtaining quotes, when the University certifies there is only one source of supply capable of meeting requirements.

Sole Source Procurement Justification and Approval Process Sole source procurement is a waiver of competition exception. As such, strong justification is required. To be authorized, the Sole Source Certification is approved by the department head and reviewed by the Procurement & Payment Services Department. If deemed appropriate, the Certification will be publicly posted for a minimum of 48 business hours before the purchase may proceed.

Information to provide on the Sole Source Certification

The Certification below is prepared by the requesting department and signed by the department head, or if grant funded, the Principal Investigator and must include the following information:

A. The Supplier’s complete contact information.

B. Explain in detail how the products or services will be used.

C. Explain why the product or service is available from only one supplier and cannot be obtained from any other supplier. Provide details to substantiate the unique features that the product or service has that other comparable products or services do not have. Clearly explain the necessity of these unique features.

If applicable, explain the necessity for compatibility with existing equipment or instrumentation.

Important Note: Price cannot be used as justification; however, price should be deemed reasonable before proceeding. Negotiation assistance may be requested.

D. Is the product or service being purchased directly from the source of manufacture? If yes, provide a written statement from the manufacturer confirming they are the sole source and explain why authorized resellers cannot provide the product or service.

E. If alternative quotes have been obtained from other suppliers, provide copies and explain why they do not meet the University’s requirements.

F. Provide any additional information to explain why the purchase cannot be made competitively.

Form: 4.IV.3 Form Date: 10/01/2025

Sole Source Certification, Page 2 of 2

In compliance with Florida Gulf Coast University Regulation 6.025, this Certification provides justification for a sole source purchase of the products and/or services described.

A. Supplier Contact Information including contact name, title, phone and email address.

Tom Dages Journals Account Manager Southeast Cell: (561) 569-7306 tom.dages@taylorandfrancis.com

B. In simple terms, what product(s)/service(s) are being purchased and how will they be used?

We are purchasing a journal package that is customized for FGCU library. This package will be available from the library’s web site. Library patrons will be able to access full text content from the journals in this package and use them in their academic pursuit and research purposes.

C. What unique feature or special condition of this product/service makes it unavailable from any other source?

This package includes 2,469 journals with back file holdings from 1997 to current year.

D. Is this product or service being purchased directly from the manufacturer? If not, is it available from more than one provider? If available from more than one provider, explain why competitive bidding is not feasible if multiple sources exist.

Yes, we are purchasing the package directly from the Taylor & Francis Publisher. This specific package is not available from any other provider. It is a customized and discounted package for FGCU to suit our academic needs. Since it is not available from any other source, we did not seek quotations or bidding from other publishers.

E. Were alternative sources investigated before submitting this request?

• If yes: List the sources investigated and attach any quotes received

• If the Suppliers quote is higher than alternatives sources, please justify the additional cost

Supplier quote is reasonable and includes discounts. We are signing a contract for 3 years because we are saving a total of $130,968 over a period of three years.

2026: $38,498 2027: $43,783 2028: $48,687

3 Years @ 1.00%, 2.00%, and 3.00% 2026 2027 2028

Capped $ 74,394

75,882

78,159

List $ 112,892

119,666

126,845

Savings $ 38,498

43,783

48,687

Notes:

Chart is a comparison between Capped & List Price for Subscriptions only.

List Price 2027-2028 is a projected 6% increase on 2026 List Price.

F. Provide any additional justification for this purchase. Attach additional documentation if necessary.

This package includes 2,469 journals and it is used extensively at the university library.

Package content is highly sought by our students and faculty who are engaged in the Arts & Humanities, Social Sciences and Medical/Health Services programs. During the academic year of 2025, library patrons downloaded 19,582 articles from this package.

I/We certify the above to be true and correct to the best of my/our knowledge and belief and the user and/or undersigned does not have a financial interest in the above-named Supplier.

Requested By: Jeremy Brown, Associate Dean, Innovation & Collections • University Library Date: 1/22/2025

Approved – Dept/Dean: Tracy Elliot, Dean, University Library • Provost & Executive VP for Academic Affairs

Date: 12/22/2025

Jat Miske or Approved - Principal Inv: Date:

Signature

Procurement Approval: Date:

Signature

Prospective suppliers are requested to provide information regarding their ability to supply the products or services described within forty-eight (48) business hours from the time the posting is made. If determined by the University, after reviewing any information received from prospective suppliers, that the products or services are available only from a sole source, the University will proceed to finalize the purchase.

Form: 4.IV.3 Form Date: 10/01/2025 ausellat "ziska 1/23/2026