3013.106-1(b)(1) Sole Source Justification - Balanced Scorecard_Redacted.pdf

OPOAM 3013.106-1(b)(1) Sole Source Justification (SSJ)

For Simplified Acquisitions (over the micro-purchase threshold and up to the Simplified Acquisition Threshold (SAT) pursuant to FAR 13.106, including Brand Name

Sole Source Justification for Simplified Acquisitions (over the micro-purchase threshold and up to the SAT) Template Rev. 1/30/2018 1-1

SSJ No.: FY24-00318

Date: August 22, 2024 PR Number: ____PCCA-24-00371_______

1. Nature and/or description of the item/service being procured and anticipated cost:

Balanced Scorecard Nine Steps to Success™ methodology training program for the Office of Strategy, Policy and Plans. The estimated cost is

2. Sole Source Justification Rationale in accordance with FAR 13.106-1(b)(1)(i) and (ii).

(Check one and explain below):

___X_____Only one source reasonably available.

_________ Urgent and compelling circumstances exists.

_________ Exclusive licensing agreement exists.

_________ Brand name. If the brand name requirement applies to a portion of the procurement, please identify that portion.

_________ Industrial Mobilization ________ Other. Explain:

Strategy Management Group, Inc. is the only organization authorized to teach the trademarked Nine Steps to Success™ framework and this vendor only partners with a single Service Disabled Veteran Owned Small Business (SDVOSB), Intepros Federal Incorporated that can provide these services. This propriety methodology provides a comprehensive, systematic approach to implementing the Balanced Scorecard, ensuring that CISA effectively aligns their strategy with performance objectives. This approach covers all aspects of the Balanced Scorecard, from strategic planning to execution, and is designed to adapt to any organization’s specific needs and goals. This vendor has been providing these services as an authorized training partner with the Project Management Institutue (PMI) to CISA for the past year through the training program with the Office of the Chief Learning Officer, but due to a change in policy through the Office of the Chief Finance Officer, it can no longer be procured under the SF 182 process and must now be procured through a contract. In accordance with FAR 19.1406, the conditions are met to sole source an award to this SDVOSB, Intepros Federal Incorporated, and this vendor has been verified as an SBA Certified SDVOSB on sam.gov.

OPOAM 3013.106-1(b)(1) Sole Source Justification (SSJ)

For Simplified Acquisitions (over the micro-purchase threshold and up to the Simplified Acquisition Threshold (SAT) pursuant to FAR 13.106, including Brand Name

Sole Source Justification for Simplified Acquisitions (over the micro-purchase threshold and up to the SAT) Template Rev. 1/30/2018 1-1

3. The anticipated price will be determined fair and reasonable based on one or more of the price analysis techniques described below in accordance with FAR Part 13.106-3(a)(2). (Check one and provide short explanation or description of action taken):

_________ Market Research.

_________ Comparison of the proposed price with prices found reasonable on previous purchases.

_________ Current price List.

_________ Comparison with similar items in a related industry.

___X_____ Comparison to IGCE.

_________ Contracting Officer’s personal knowledge.

_________ Other.

4. Approval:

Contracting Officer Date