25Q0035 - LSJ.pdf

JUSTIFICATION

Bureau Enhanced Acquisition Management System

Source Selection Sensitive in accordance with FAR 2.101 and FAR 3.104.

Procurement ID: ePRO-2025- 16465

BEAMS User Guide BEAMS Feedback

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

SUMMARY

Procurement Title:

Leaptree CRC QA Application License Recompete (3/14)

Program Office:

CR&E: Consumer Response

Contracting Officer:

McKay, Crystal (CFPB)

Contract Specialist:

McKay, Crystal (CFPB)

Acquisition Strategy:

Call/TO off existing vehicle – multiple vendors (must compete) – under SAT

Anticipated Award Date:

Base and All Options Value:

$134,436.00 (Total Contract Value)

BR Total Amount:

$0.00

Type Of Action:

New Contract/Agreement

Bureau:

CFPB

Contract Type:

Firm Fixed Price

Contract Number:

Is it Sole Source?

Yes No

FAR Reference:

16.505(a)(4) – The requirement is for an item peculiar to one manufacturer.

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.

Life-Cycle Estimated Total:

$134,436.00

Base (From Buy Request 1):

$26,887.2 Note: You may over-ride 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:

Option Year 2 Cost:

Option Year 3 Cost:

$26,887.2 Option Year 4 Cost:

FAR 16.505 Ready to Print

Justification for Exception to Fair Opportunity of FAR 16.505

Statutory Authority Permitting Other than Full and Open Competition:

16.505(a)(4) – The requirement is for an item peculiar to one manufacturer.

Nature/Description of Action:

Description of Supplies/Services:

Display Acq Plan Statement of Need Centralized Quality Assurance scorecard tool to perform quality assurance for our Consumer Resource Center and over one of the Bureau's mission essential function of handling consumer complaints. There are distributed teams that need to access the tool, a premise-baed solution is not a viable option. A FedRAMP cloud-based solution has been utilized for the past 5 years.

NAICS Code for action:

PSC for action:

Is this for IT products/services?

Description of supplies or services required to meet the agency’s needs:

Leaptree Optimize Licenses Add-on tool for Salesforce

541519

Leaptree Optimize Licenses Add-on tool for Salesforce https://sharepoint.cfpb.local/promgt/procure/eProcurement/Documents/Docs%20Posted%20in%20BEAMS%20Form%20for%20Client%20Use/BEAMS_Client_User_Guide.pdf https://sharepoint.cfpb.local/promgt/procure/eProcurement/Lists/BEAMS%20Feedback%20Tracker/Issue/newifs.aspx?List=d2403db3%2D56d3%2D4191%2Dbfab%2Dc88f7272ab4a&Source=https%3A%2F%2Fsharepoint%2Ecfpb%2Elocal%2Fpromgt%2Fprocure%2FeProcurement%2FLists%2FBEAMS%2520Feedback%2520Tracker%2FAllItems%2Easpx&RootFolder=&Web=c7d7e3f5%2D98d7%2D4224%2Da3d7%2D4365e09d6c7e

Supporting Rationale for the Exception cited:

Determination of Fair and Reasonable Cost/Price: The Contracting Officer determines that the anticipated cost/price(s) will be fair and by signing the justification the Contracting Officer determines that the costs/prices to the Government are expected to be fair and reasonable.

Any other Facts Supporting the Justification:

Certification

Technical and requirements personnel are required to certify that the supporting data which is their responsibility is complete and accurate. The contracting officer is required to certify that the facts and statements made in the justification are accurate and complete.

Technical/Requirements Official :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:

I certify that this justification is accurate and complete to the best of my knowledge and belief.

SIGNATURES Contract and Legal Reviews Policy

Person Decision Approved Date and Time

Senior Program Official (Only applicable under FAR 8.4)

Approve

Technical/Requirements Official

Contracting Officer Clear

McKay, Crystal (CFPB)

Competition Advocate

Head of Contracting Activity

Senior Procurement Executive

Justification Signature History Stamp

The CFPB has a need for a centralized Quality Assurance Scorecard tool to perform quality assurance for our Consumer Resource Center. Because there are distributed teams that need to access the tool, a premise-based solution is not a viable option. A FedRAMP authorized cloud-based solution native to the Salesforce environment has been licensed by Consumer Response for approx 5 years.

Leaptree Optimize (formerly Pexlify Scorecards) is a Salesforce AppExchange tool that is installed natively on the Salesforce platform, and does not extend beyond the boundary of the already Authority to Operated system. Because the quality assurance tasks are to be performed on data in Salesforce (the Consumer Response Complaint Management System), it is necessary that the chosen solution be tightly integrated with Salesforce.

Leaptree Optimize is unique in that there are no other native AppExchange applications that can perform the salient functions necessary to support the business need, including scorecard creation, scoring, case sampling, and auto-assignment. Other independent cloud-based tools were evaluated but none of them could meet the access and integration requirements of the business as well as the security requirements of the Bureau.

The Contracting Officer will determine that the proposed pricing represents the best value to the government based upon a lowest priced technically acceptable quote in a competitive environment.

As has been done over the course of the current contract, the Office of Technology and Innovation will continue to monitor the marketplace for potential sources and new technology solutions that are compatible with existing systems and software to determine if any provide benefit for the Bureau to change.

Since this effort does not exceed $250K, this certification also serves as approval.

3/19/2025 3:49:52 PM

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https://sharepoint.cfpb.local/promgt/procure/Reference%20Library/Policies%20and%20Procedures/Contract%20%20and%20Legal%20Reviews%20-%20Policy%20and%20Procedures/Procurement%20Review%20Policy%20Amendment%2011%20Final%206_9_20.pdf

Source Selection Sensitive in accordance with FAR 2.101 and FAR 3.104.

STATUS

Pre-Solicitation Review

Submit & Notify

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NOTES Flag for Review

Notes captured in this common space facilitate communication between all Stakeholders in this

Procurement.

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Hollinger, Lee Ann (CFPB)

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HISTORY

Created By:

Hollinger, Lee Ann

(CFPB)

Creation Date:

1/7/2025

Creation Time:

11:07:39 AM

Last Modified By:

McKay, Crystal (CFPB)

Last Modified Date:

3/19/2025

Last Modified Time:

3:42:04 PM

Office of the Chief Procurement Officer Operations Division

Consumer Financial Protection Bureau

Acq Plan

Crystal, I've updated the acquisition plan with the names of both possible vendors, updated requirements doc, and update IGCE

Acq Plan 3/17/2025

3:07:17 AM