JEFO Exceeding the SAT Redacted.pdf

www.uscis.gov

Rev: 10/13/2023

(CISAM 3016.505-90(b)(4) -- Justification for Exception to Fair Opportunity.

Exceeding the Simplified Acquisition Threshold (SAT) pursuant to FAR 16.505(b)(2)(ii)(B))

Justification for Exception to Fair Opportunity, Exceeding the Simplified Acquisition Threshold, Gartner Inc. Finance Advisory

REFERENCE: - and PR Number: CFO240033

1. Agency and Contracting Activity.

The Department of Homeland Security, U.S. Citizenship and Immigration Services (USCIS), Office of Contracting, proposes to award a delivery/task order or modify an existing delivery/task order on behalf of Office of Chief Financial Officer, pursuant to Federal Acquisition Regulation (FAR) 16.505(b)(2), Exceptions to the fair opportunity process.

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

This is a firm fixed price task order which shall provide U.S. Citizenship and Immigration Services (USCIS), Office of the Chief Financial Officer (OCFO) with subscriptions to Gartner for Chief Financial Officers support. This task order is being issued under Library of Congress FEDLINK Contract #LCFDL21D0001. The Library of Congress (LOC), Direct Express program is authorized under the LOC’s Fiscal Operations Improvement Act, P.L. 106-481, Section 103 (2 U.S.C. Section 182c).

The selected contractor for this effort is:

Gartner INC.

56 TOP GALLANT RD

STAMFORD CT 06902-7700

3. Description of Supplies/Services.

The Contractor shall provide (5) Gartner personnel for the Chief Financial Officer (CFO) subscriptions on an annual basis. One shall be for the Team Leader Seat and 4 shall be for the Advisor Seat. The subscription shall provide access to the following minimum resources:

• Research for Finance Roles

• Team Inquiry

• Best practice and decision support content

• Peer networking

• Live and/or Online Peer Meetings

• Tools and Templates

JEFO, Exceeding the SAT, Gartner Inc. Finance Advisory

• Functional Diagnostics

• Webinars

• Peer Benchmarks and Case Studies

• Finance Summit Event

• Individual Inquiry

Total dollar amount estimated to be $253,204.00, period of performance will be for one-year, estimated to be from 30-SEP-2024 – 29-SEPT-2025.

4. Statutory exception and supporting rationale.

The applicable statutory FAR citation and basis for using an exception to fair opportunity process is:

FAR 16.505(b)(2)(i)(A). The agency need for the supplies or services is so urgent that providing a fair opportunity would result in unacceptable delays.

FAR 16.505(b)(2)(i)(B). Only one awardee is capable of providing the supplies or services required at the level of quality required because the supplies or services ordered are unique or highly specialized.

FAR 16.505(b)(2)(i)(C). The order must be issued on a sole-source basis in the interest of economy and efficiency because it is a logical follow-on to an order already issued under the contract, provided that all awardees were given a fair opportunity to be considered for the original order.

FAR 16.505(b)(2)(i)(D). It is necessary to place an order to satisfy a minimum guarantee. The minimum order guarantee of [insert dollar amount] as set forth in the contract has not yet been awarded.

FAR 16.505(b)(2)(i)(E). A statute expressly authorizes or requires that the purchase be made from a specified source.

Rationale:

OCFO intends to procure on a sole source basis as the only responsible source capable of delivering the subscription services, Gartner Research Databases. Therefore, the below information regarding the sole source justification as the only responsible source capable of delivering the subscription services is provided as required by FAR 16.505(b)(2)(ii)(A).

Gartner has the largest information technology research body of knowledge available gleaned through proprietary information gathered via analyst interviews of CFOs, CIOs, CTOs, CDOs, CISOs and other executives in both the public and private sector. This data is not available through any other means at a reasonable cost. In addition, the Gartner magic quadrants and similar propriety products based on their research are immensely valuable to OCFO.