Attachment J- Justification for Other than Full and Open Competition (Redacted).pdf

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Attached to
BERTHOLF DS FY25 FQ4
Solicitation number
70Z08525RLREP0008
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This document is a U.S. Coast Guard Justification for Other Than Full and Open Competition form for Simplified Acquisition Procedures. The document justifies sole-source procurement from Superior-Lidgerwood-Mundy Corp for a specialized technical service related to Work Item 4: Stern Boat Launch and Recovery, Level II maintenance on a Coast Guard vessel. The contractor must provide an Original Equipment Manufacturer (OEM) authorized/licensed technical representative to perform critical maintenance tasks, including providing proprietary information, software, and tools, assisting with repair methods, observing testing, and adjusting equipment components.

The justification is based on the company being the sole owner of proprietary drawings and data for the Centerline and Carriage Winches, with no willingness to share or sell these rights. Confirmed through email communications on March 14 and 17, 2025, Superior-Lidgerwood-Mundy Corp is deemed essential due to the technical complexity and safety-critical nature of the stern boat launch and recovery equipment. The price determination methods include comparing proposed prices with previous purchases and comparing against the Independent Government Cost Estimate (IGCE). The procurement is associated with the BERTHOLF DS FY25 FQ4 solicitation for dockside repairs to the USCGC BERTHOLF, with performance in Alameda, California through November 18, 2025.

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Last Updated 11/01/24

U.S. COAST GUARD JUSTIFICATION FOR OTHER THAN FULL AND OPEN COMPETITION

SIMPLIFIED ACQUISITION PROCEDURES (SAP) FOR FAR 13.106-1(b)

PURCHASE REQUEST OR REQUISITION NUMBER:

ESTIMATED TOTAL VALUE, INCLUDING OPTIONS:

(Over Micro-Purchase Threshold, but up to the SAT)

AUTHORITY JUSTIFICATION TYPE

☐ 13.106-1(b)(1) ONLY ONE SOURCE REASONABLY AVAILABLE (e.g., urgency, exclusive licensing agreements, or industrial mobilization).

☒ FAR 5.102(a)(6), FAR

11.105, FAR 13.106-1

(b) (1)

BRAND NAME – Items peculiar to one manufacturer: The particular brand name, product, or feature is essential to the Government’s requirements, and market research indicates other companies’ similar products, or products lacking the particular feature, do not meet, or cannot be modified to meet, the agency’s needs.

BRIEF DESCRIPTION OF SUPPLIES OR SERVICES REQUIRED AND THE INTENDED USE:

Work Item 4: Stern Boat Launch and Recovery, Level II.

Due to the proprietary data needed to complete this work item, the US Coast Guard requires the use of OEM Authorized / licensed tech rep services related to Work Item 4: Stern Boat Launch and Recovery, Level II maintenance. Superior-Lidgerwood-Mundy Corp is the only company with the proprietary data needed to complete Work Item 4: Stern Boat Launch and Recovery, Level II.

The Contractor must provide the services of an OEM authorized / licensed Tech Rep for the Centerline and Carriage Winches (Superior– Lidgerwood–Mundy Corp.) to accomplish the following on site:

• Provide manufacturer's proprietary information, software, and tools pertinent to the equipment/system

• Assist with proper repair methods, and ensure compliance with manufacturer's procedures and standards during disassembly, inspection, repair, modification, calibration, and reassembly of the equipment/system

• Observe initial testing to identify any major mechanical issues

• Adjust and set limits switches associated with the equipment

• Adjust wire rope lengths

SUGGESTED SOURCE NAME, ADDRESS, & UNIQUE ENTITY IDENTIFIER (UEI):

Superior–Lidgerwood–Mundy Corp.302 Grand Ave, Superior, WI 54880 (715) 394-4444 NHDSASKCSSS9

RATIONALE FOR JUSTIFICATION TYPE SELECTED ABOVE TO INCLUDE RELEVANT INFORMATION GAINED

THROUGH YOUR MARKET RESEARCH TO SUPPORT THE JUSTIFICATION TYPE:

An OEM authorized / licensed Tech Rep necessary to access the manufacturers proprietary information, software, and tools pertinent to the equipment/system, as the OEM is the only source with access to the proprietary data needed to complete this work item.

Per the Specs, specifically WI 4, the contractor must provide the services of a Licensed Tech Rep to perform the work item requirements on the Centerline and Carriage Winches. A licensed OEM tech representative is a known source that possesses the experience and skill set required to maintain and support the specifics of the cutter’s Centerline and Carriage Winches. Due to the manufacturing of the vessel, it has unique components such as these that require a licensed technical representative to perform the work. Each Technician must have the techniques, knowledge of engineering principals, skill set, and experience to provide services on the work item.

Stern Boat Launch and Recovery equipment is operated during dangerous underway operational conditions, accurate maintenance IAW manufacturer’s proprietary information, software, and tools pertinent to the equipment/system is necessary to safeguard Coast Guard personnel.

The absence of the licensed technical representative on-site could cause significant damage to equipment.

On 14 March and 17 March 2025 email communication between the USCG and Superior-Lidgerwood-Mudy Corp confirmed that the company does employ Licensed Technicians, additionally, the company confirmed that they are the sole owners of the drawings and proprietary data. Superior- Lidgerwood-Mundy does not have any third party technicians, and is not willing to sell or share the drawings or data rights at this time.

Last Updated 11/01/24

CONTRACTING OFFICER - FAIR AND REASONABLE PRICE DETERMINATION METHODS:

☐ MARKET RESEARCH

☒ COMPARISON OF PROPOSED PRICE WITH PRICES FOUND REASONABLE ON PREVIOUS PURCHASES

☐ CURRENT PRICE LIST

☐ COMPARISON WITH SIMILAR ITEMS IN A RELATED INDUSTRY

☒ COMPARISON TO IGCE

CONTRACTING OFFICER’S PERSONAL KNOWLEDGE (EXPLAIN)

☐ OTHER (EXPLAIN)

SIGNATURE AND TITLE OF TECHNICAL AND REQUIREMENTS POC

DATE

SIGNATURE OF CONTRACTING OFFICER

DATE

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