A3_ANNEX 1 - JUSTIFICATION AND APPROVAL (Signed).pdf
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- Performance Assurance Services
- Solicitation number
- M6700426Q0072
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United States Marine Corps
About this file
This is a Justification and Approval (J&A) document for the use of other than full and open competition in a sole source procurement.
The Marine Corps Logistics Command (MARCORLOGCOM) at MCLB Albany, Georgia is awarding a sole source contract to Phillips Corporation, Federal Division (UEI: YFJ5M3N6EKY8) for Total Performance Assurance and preventive maintenance services supporting industrial machines at Marine Depot Maintenance Command (MDMC), Production Plant Barstow, Yermo, California. The contract covers annual performance assurance services for thirteen government-owned industrial machines, including Haas CNC machines (2 units), LVD/Strippit punch press, Cincinnati PROFORM, Fadal machines (2 units), Trumpf machines (2 units), Hyundai-Kia machine, OMAX waterjet machines (2 units), and a Hardinge QC-lathe. Services include OEM-recommended major maintenance checks, machine condition assessments, functional checks, calibration/geometry/vibration/drawbar testing, maintenance components, service reports, and recommendations for reactive service or spare parts. The contract structure includes a base year (FY 27, $176,550.00) plus four option years (FY 28-31, totaling $918,525.00 for all periods combined), funded by Navy Working Capital Funds. The sole source justification is based on Phillips Federal's exclusive authority from Haas and OMAX manufacturers to provide federal sales, factory-certified service, maintenance agreements, OEM parts, and warranty-supported repairs. Market research yielded no findings for alternative sources. The Contracting Officer (Jason Alexander) approved the J&A on September 9, 2026, under the authority of 41 U.S.C. 1901(a)(2), Simplified Acquisition Procedures.
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UNITED STATES MARINE CORPS
MARINE CORPS LOGISTICS COMMAND
814 RADFORD BOULEVARD
ALBANY GA 31704-0201
ANNEX 1 – JUSTIFICATION AND APPROVAL
J&A No. 15016
JUSTIFICATION AND APPROVAL
FOR USE OF OTHER THAN FULL AND OPEN COMPETITION
1. Contracting Activity.
MARCORLOGCOM Contracts Department, MCLB Albany, GA
2. Description of the Action Being Approved.
Award of a contract on a sole source basis for the Total Performance Assurance Services in support of MDMC support services from Phillips Corporation, Federal Division (UEI:
YFJ5M3N6EKY8).
3. Description of Supplies/Services.
Item/Service Required: Annual Performance Assurance / preventive maintenance services for multiple Government-owned industrial machines located at Marine Depot Maintenance
Command (MDMC), Production Plant Barstow (PPB), Yermo Annex, Yermo, California. The requirement includes OEM-recommended major maintenance checks, machine condition assessments, applicable functional checks, applicable calibration/geometry/ball bar/vibration/drawbar testing, maintenance components where included, service reports, and recommendations for reactive service or spare parts.
Required Source: Phillips Corporation, Federal Division / Phillips Federal, 7390 Coca Cola
Drive, Suite 200, Hanover, MD 21076. Phillips Federal Performance Assurance Proposal No.
QUO-27795-Z4G2Y2 Rev. 1, dated 21 May 2026, identifies the covered machines, annual
Performance Assurance scope, maintenance components, spare parts support, pricing, and service terms.
Required Services: The requirement includes a base year and four option years of Performance
Assurance services for the equipment listed below. The annual service includes inspection and preventive maintenance tasks appropriate to each machine type, a facility/machine report identifying work performed and machine condition, and recommendations for any follow-on reactive service or spare parts needed to return machines to full specification. Reactive service, additional repairs, and additional parts outside the awarded scope shall not be performed unless separately authorized by the Contracting Officer.
Covered Equipment: Table 1
Item Manufacturer Model Serial Number
1 Haas HS-4R 2052422
2 Haas EC-400 2053365
3 LVD/Strippit SUPER-30/40 HD 22062482
4 Haas TL-3B 3087747
5 Cincinnati PROFORM 90T 54749
6 Fadal 907-1 9703569
7 Fadal 906-1 9901253
8 Trumpf TRUPUNCH 3000 A0035A0121
9 Trumpf Trumabend V3200 B0509A065
10 Hyundai-Kia Machine VX650/40 G3686-0482
11 OMAX 120X/40V L511518
12 OMAX 120X/50V L511669
13 Hardinge QC-lathe QC-659
Intended Use: The intended use is to maintain Government-owned industrial production equipment in a safe, serviceable, accurate, and operational condition in support of PPB depot-level production, repair, overhaul, inspection and repair only as necessary (IROAN), service-oriented assembly/repair, fabrication, and related Marine Corps mission requirements. The requirement is intended to reduce unscheduled downtime, improve machine availability, support production quality, and preserve mission capability.
The requirement is anticipated to include a base year and four option years. Scheduling of annual
Performance Assurance services shall be mutually coordinated between Phillips Federal and the
Government after funding approval, contract award, and service planning. The estimated total value, if the base year and all options are exercised and spare parts funding is $918,525.00 and will be funded in whole by Navy Working Capital Funds (NWCF). Contract period and a fiscal year
(FY) price breakdown is shown in Table 2.
Table 2:
Contract Period FY Total
Base FY 27 $ 176,550.00
Option Period One FY 28 $ 179,969.00
Option Period Two FY 29 $ 183,541.00
Option Period Three FY 30 $ 187,280.00
Option Period Four FY 31 $ 191,185.00
4. Statutory Authority Permitting Other Than Full and Open Competition.
41 U.S.C. 1901(a)(2), Simplified Acquisition Procedures.
5. Rationale Justifying Use of Cited Statutory Authority.
The Government requires one integrated Performance Assurance program for all equipment, with one contractor responsible for scheduling, OEM-recommended maintenance, certified technicians, reporting, spare-parts recommendations, and continuity through all performance periods. Phillips Federal is the only identified source capable of supporting the complete equipment list. Haas and OMAX documentation confirms Phillips Federal’s exclusive authority to provide federal sales, factory-certified service, maintenance agreements, OEM parts, and warranty-supported repairs for the included Haas and OMAX machines.
6. Description of Efforts Made to Solicit Offers from as Many Offerors as Practicable.
Market research was conducted through the mandatory sources of supplies and services which resulted in no findings. A letter was provided by Haas and OMAX confirming Phillips Federal’s exclusive authority to provide federal sales, factory-certified service, maintenance agreements, OEM parts, and warranty-supported repairs for the included Haas and OMAX machines.
7. Determination of Fair and Reasonable Cost.
The Contracting Officer has determined the anticipated cost to the Government of the supplies/services covered by this J&A will be fair and reasonable.
8. Actions to Remove Barriers to Future Competition.
For the reasons set forth in Paragraph 5, MARCORLOGCOM has no plans at this time to compete future contracts for the types of supplies/services covered by this document. If another potential source emerges, MARCORLOGCOM will assess whether competition for future requirements is feasible.
J&A No. 15016
CERTIFICATIONS AND APPROVAL
TECHNICAL/REQUIREMENTS CERTIFICATION
I certify that the facts and representations under my cognizance which are included in this
Justification and its supporting acquisition planning documents, except as noted herein are complete and accurate to the best of my knowledge and belief.
Technical Cognizance:
Signature Name (Printed) Phone No. Date
Requirements Cognizance:
LEGAL SUFFICIENCY REVIEW
I have determined this Justification is legally sufficient.
CONTRACTING OFFICER CERTIFICATION
I certify that this Justification is accurate and complete to the best of my knowledge and belief.
Upon the basis of the above justification, I hereby approve, as Contracting Officer, the solicitation of the proposed procurement(s) described herein using other than full and open competition, pursuant to the authority of 41 U.S.C. 1901(a)(2).
Mr. Jason Alexander Date
| 2026-09-09T08:49:33-0700 | |
| WOJTKIEWICZ.JASON.J.1288962088 |
| Name Printed: JASON WOJTKIEWICZ | |
| Phone No: 760-403-1434 | |
| Date: 09SEP26 | |
| 2026-09-09T08:52:32-0700 | |
| WIRICK.LUKE.DONOVAN.1387290075 |
| Name Printed_2: Luke Wirick | |
| Phone No_2: 760-447-8237 | |
| Date_2: 09SEP26 | |
| 2026-09-09T12:15:58-0400 | |
| NETA.WALTER.NYLE.1099905901 |
| Name Printed_3: Walter N. Neta | |
| Phone No_3: 229-639-7368 | |
| Date_3: 09SEP26 | |
| 2026-09-09T12:57:04-0400 | |
| ALEXANDER.JASON.CARL.1275814802 |
| Name Printed_4: Jason Alexander | |
| Phone No_4: 229-639-8143 | |
| Date_4: 09SEP26 | |
| Date_5: 09SEP26 | |
| 2026-09-09T12:56:47-0400 | |
| ALEXANDER.JASON.CARL.1275814802 |
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