BNJ_-_UMT_360_-_Redacted.pdf

Solicitation/Brand Name Justification Department of Education - Federal Student Aid

UMT 360 Project Essentials Maintenance Renewal

1. Identification of the agency and the contracting activity.

Department of Education, Federal Student Aid (FSA) Acquisitions. This document is a Solicitation/Brand Name Justification (BNJ) prepared in accordance with the criteria stated in FAR Part 13.501(a)(1)(ii) & 6.303-2.

2. Nature and/or description of the action being approved.

The U.S. Department of Education, Office of Federal Student Aid (FSA), has a need to purchase maintenance support and software assurance for UMT 360 Project Essentials, a commercial brand name software of UMT 360, LLC (UMT 360) which supports the Enterprise Project Portfolio Management (EPPM) system. The software already exists in the FSA environment and is used by LMM SME, project managers, IRB, SIG, Budget Prioritization Committee, OC members, project team members, acquisitions office, and the investment requesters to input and access Investment Review information and tracking projects associated with investments.

This software is required to support the PMO’s office in the documentation, management, and tracking of FSA projects and their prioritization.

3. A description of the supplies or services required to meet the agency’s needs (including the estimated value).

FSA requires the following products for the period of performance of 4/1/16 – 3/31/17:

UMT 360 Project Essentials Pro Site Package - Annual Software Assurance Licenses Type: User Manufacturer SKU: Perpetual: UMT360-ASM-P Quantity: 500 maximum users

UMT 360 Project Essentials Pro Site Package - Annual Premium Support Licenses Type: User Manufacturer SKU: Perpetual: UMT360-ASM-P Quantity: 500 maximum users

Option Year 1: 4/1/17 – 3/31/18

Option Year 2: 4/1/18 – 3/31/19

Total Value of the Contract: $xxxxxxx

4. An identification of the statutory authority permitting other than full and open competition.

EDAR 3413.0003(c)(1)(iii) FSA – Simplified Acquisition Procedures. 20 U.S.C. 1018a. - Procurement flexibility.

5. A demonstration that the proposed contractor’s unique qualifications or the nature of the acquisition requires use of the authority cited.

UMT 360 Project Essentials is a commercial brand name product of UMT 360, LLC. UMT 360 manufactures the product is also responsible for providing software support directly.

6. A description of efforts made to ensure that offers are solicited from as many potential sources as is practicable, including whether a notice was or will be publicized as required by Subpart 5.2 and, if not, which exception under 5.202 applies.

Market research was limited to authorized resellers of UMT 360. UMT 360 markets the products on the open market directly and also through authorized resellers. This Solicitation/Brand Name Justification will be publicized on FedBizOpps for a minimum of two (2) days to ensure adequate competition.

7. A determination by the contracting officer that the anticipated cost to the Government will be fair and reasonable.

Each offeror’s quote will be evaluated in accordance with 13.106-2. The price reasonableness will be determined through adequate price competition amongst interested offerors, price analysis against the IGCE, historical prices, and market list prices.

8. A description of the market research conducted and the results or a statement of the reason market research was not conducted.

Market research was limited to authorized resellers of UMT 360.

9. Any other facts supporting the use of other than full and open competition.

Without this product FSA users will have to manually prioritize projects and budgets which might cause delays and confusion. The ramifications of not renewing are that the above business drivers/needs will not be met. Project management, LMM management, and investment management will mature at a much slower pace.

FSA has already invested a fair amount of time and resources in acquiring the perpetual licenses and implementing the system through the FSA environment. Replacing the product can https://acquisition.gov/far/current/html/Subpart%205_2.html%23wp1107980 https://acquisition.gov/far/current/html/Subpart%205_2.html%23wp1107990 introduce unwarranted risks and can cost the Government a significant amount due to testing, integration, and implementation of the new software.

10. A listing of the sources, if any, that expressed, in writing, an interest in the acquisition.

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11. A statement of the actions, if any, the agency may take to remove or overcome any barriers to competition before any subsequent acquisition for the supplies or services required.

For the foreseeable future, FSA intends to use the UMT 360 Project Essentials. Should this subsequently change, a future opportunity may arise to consider other alternate tools for FSA privileged account management.

12. Certification.

This justification is accurate and complete to the best of my knowledge and belief. The requiring FSA program office has provided written supporting data, which is contained in the contract file, that verifies the technical requirements and support the government ongoing need to use the aforementioned brand name commercial items.

_Signed copy in file____________________ ________________________________ Kim Parker Date Software Licensing Manager Federal Student Aid US Department of Education

Young Choi Date Contracts Specialist US Department of Education

Andy Jernell Date Contracting Officer US Department of Education