J&A.pdf

Justification Bureau Enhanced Acquisition Management System

Procurement ID: ePRO-2018-10553 BEAMS User Guide

BEAMS Feedback

Intake Acq Plan Biz Incl Tech QA Justification Local Clauses Review Contract Admin Pipeline

Summary

Procurement Title:

EBRI

CFPB Division & Office:

CEE: Financial EducationCEE: Financial Education

Contracting Officer:

Palmer, Catherine (CFPB)

Contract Specialist:

Acquisition Strategy:

Sole Source – under $150K

Anticipated Award Date:

Base and All Options Value (Total Contract Value):

$75,000.00

BR Total Amount:

$15,000.00

Program Office:

CEE: Financial EducationCEE: Financial Education

Bureau:

CFPB

Type Of Action:

New Contract/Agreement

Is it Sole Source?

Yes No

Contract Type:

Firm Fixed Price

FAR Reference:

6.302-1 Only one responsible source and no other supplies or services will satisfy agency requirements

Contract Number:

Period of Performance Base Period (Months):

Number of Option Periods:

Option Period 1 (Months):

Option Period 2 (Months):

Option Period 3 (Months):

Option Period 4 (Months):

Costs Note: the Base Amount(s) do not update from the Buy Request after the first time they are copied.

If the Base Amount in the BR changes, you may need to manually update it here.

LifeCycle Estimated Total:

$75,000.00 Base (From Buy Request 1):

$15,000 Note: You may override the base amount (s).

Base (From Buy Request 2):

If the background color is yellow, the amount does not match the Buy Request.

Option Year 1 Cost:

$15,000.0 Option Year 2 Cost:

$15,000.0 Option Year 3 Cost:

$15,000.0 Option Year 4 Cost:

$15,000.0

FAR 6.3

JUSTIFICATION AND APPROVAL

FOR OTHER THAN FULL AND OPEN COMPETITION

(FAR) 6.302

Date Needed:

3/1/2018

Nature/Description of Action, Supplies, and Services [FAR 6.303-2(b)(2] and (3):

Display Acq Plan Statement of Need

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4/9/2018https://sharepoint.cfpb.local/promgt/procure/eProcurement/_layouts/15/FormServer.aspx?X...

The Consumer Financial Protection Bureau’s (CFPB) Office of Financial Education has a requirement to join the Employee Benefit Research Institute’s (EBRI’s) newly formed “Financial Wellbeing Research Center” (Center). This non-profit, non-advocacy platform will allow the CFPB to engage with employee benefit consulting firms, service providers in the employee benefits markets, large U.S. employers (both public and private), labor unions, and trade associations in advancing mutual understanding of opportunities to support financial well-being in the workplace. Collaborating with a range of public and private entities interested in furthering this work through participation in the Center offers a highly efficient and cost-effective means to pursue research and analysis regarding effective approaches to workplace financial education.

Statutory Authority Permitting Other than Full and Open Competition [FAR 6.303-2(b)(4)]:

6.302-1 Only one responsible source and no other supplies or services will satisfy agency requirements

Description of Market Research and Results [FAR 6.303-2(b)(6), (8) and (10)]:

Display Acq Plan Market Research

Market research was performed. There are no other research organizations available for us to participate in with the focus on financial well-being as applied to the workplace setting.

Demonstration that the proposed contractor’s unique qualifications or the nature of the acquisition requires use of the authority cited:

Determination of Fair and Reasonable Cost/Price [FAR 6.303-2(b)(7)]: The Contracting Officer determines that the anticipated price(s) will be fair and reasonable based on the following information:

Any Other Facts Supporting the Use of Other than Full and Open Competition [FAR 6.303-2(b)(9)]:

Actions Taken to Remove or Overcome Barriers to Competition [FAR 6.303-2(b)(11)]:

CERTIFICATION

Technical/Requirements Official [FAR 6.303-2(c):

I certify that the facts and representations under my cognizance, which are included in this justification and which form a basis for this justification, are complete and accurate.

Contracting Officer [FAR 6.303-2(b)(12):By signing below, I certify that this justification is accurate and complete to the best of my knowledge and belief.

Signatures

Person Decision Approved Date and Time

Senior Program Official (Only applicable under FAR 8.4)

Sign

Technical/Requirements Official

Sign Russell, Kesa (CFPB)

Contracting Officer Clear

SignPalmer, Catherine (CFPB)

Competition Advocate

Sign

Head of Contracting Activity Sign

EBRI is the only organization that provides collaboration across both public and private entities with a focus on financial well-being as applied to the workplace.

The contracting officer will ensure pricing is fair an reasonable prior to award.

No additional actions can be taken to promote competition.

4/6/2018 2:16:16 PM

4/9/2018 9:32:22 AM

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Senior Procurement Executive

Sign

Status In Review

Save & Continue Editing Submit & Notify

Save & Close Exit without Saving

Notes Note

Notes captured here are to facilitate communication between the CO and Program Office. Anything written here is subject to FOIA.

Please specify which tab your note is about Created By Date and Time

Justification Mary Palmer

Acq Plan

Insert new note

History Created By:

Russell, Kesa (CFPB) Creation Date:

1/25/2018 Creation Time:

2:45:12 PM

Last Modified By:

Russell, Kesa (CFPB) Last Modified Date:

4/6/2018 Last Modified Time:

2:17:40 PM

Office of the Chief Procurement Officer Operations Division

Consumer Financial Protection Bureau

Please have the technical/requirements official sign.

3/20/2018

1:49:28 PM

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