F.A. O'toole Kardex Shuttle SMA_JOTFOC.pdf

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Kardex XP500 Service
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70Z04024PALD00002
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This document is a Justification for Other Than Full and Open Competition (JOFOC) for Simplified Acquisition Procedures (SAP) under FAR 13.106-1(b). The requirement is for the installation and configuration of upgraded hardware and software for four Kardex shuttle systems, as well as a one-year service contract covering mechanical and software services. The JOFOC cites 10 U.S.C. 3204(a)(1) as the justification, indicating that Kardex Shuttles are unique and require certified technicians, and that F.A. O'Toole is the only authorized service dealer within the required region. The estimated value of the procurement is $50,710.26. The related federal contract opportunity is a sole source award for the servicing and software update of three Kardex Remaster LLC XP500 Shuttle Systems, awarded to F.A. O'Toole Office Systems Inc.

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March 8, 2023 Version

JUSTIFICATION FOR OTHER THAN FULL AND OPEN COMPETITION

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

SOLICITATIONS MAY BE LIMITED TO ONE SOURCE ONLY IF THE CONTRACTING OFFICER DETERMINES THAT ONLY ONE SOURCE IS REASONABLY AVAILABLE. THIS DETERMINATION MUST BE SUPPORTED WITH FULL JUSTIFICATION FOR SOLE SOURCE FROM THE CUSTOMER. WHEN THE CUSTOMER DESCRIBES AN ITEM WITH A PURCHASE DESCRIPTION WHICH LIMITS THE AVAILABILITY TO ONE SOURCE, THE JUSTIFICATION MUST EXPLAIN WHY THE ITEM IS THE ONLY ONE THAT WILL MEET THE GOVERNMENT’S REQUIREMENT. STATEMENTS SUCH AS "ONLY KNOWN SOURCE" OR "ONLY SOURCE WHICH CAN MEET THE REQUIRED DELIVERY DATE" ARE INADEQUATE TO

SUPPORT A SOLE SOURCE PURCHASE.

PURCHASE REQUEST OR REQUISITION

NUMBER

52000PR240007508

PROJECT/TASK

NUMBER

ESTIMATED AMOUNT (Over Micro- Purchase Threshold, but up to the SAT) $50,710.26

CITE AUTHORITY & JUSTIFICATION TYPE – READ FAR 6.302 TO DETERMINE APPROPRIATE TYPE

10 U.S.C. § 3204(a)(1) ONLY ONE RESPONSIBLE SOURCE AND NO OTHER SUPPLIES OR SERVICES WILL SATISFY

AGENCY REQUIREMENTS.

☐ 10 U.S.C. § 3204(a)(2) UNUSUAL AND COMPELLING URGENCY

☐ 10 U.S.C. § 3204(a)(3) INDUSTRIAL MOBILIZATION; ENGINEERING, DEVELOPMENTAL, OR RESEARCH CAPABILITY; OR

EXPERT SERVICES

☐ 10 U.S.C. § 3204(a)(4) INTERNATIONAL AGREEMENT

☐ 10 U.S.C. § 3204(a)(5) AUTHORIZED OR REQUIRED BY STATUTE

☐ 10 U.S.C. § 3204(a)(6) NATIONAL SECURITY

☐ 10 U.S.C. § 3204(a)(7) PUBLIC INTEREST [SECRETARY OF HOMELAND SECURITY NEEDS TO APPROVE THIS DOC]

BRIEF DESCRIPTION OF SUPPLIES OR SERVICES REQUIRED, AND THE INTENDED USE.

Installation and configuration of upgraded hardware and software for the Kardex shuttle System. Requirement also includes a 1year service contract that covers mechanical and software services.

UNIQUE CHARACTERISTICS THAT LIMIT AVAILABILITY TO ONLY ONE SOURCE, WITH THE REASON NO OTHER

SUPPLIES OR SERVICES CAN BE USED.

Kardex Shuttles are unique and require certified technicians to work on equipment. ICP has four Kardex Shuttles in operation.

A DESCRIPTION OF EFFORTS MADE TO ENSURE THAT QUOTATIONS OR OFFERS ARE SOLICITED FROM AS MANY

POTENTIAL SOURCES AS PRACTICABLE (INCLUDE YOUR MARKET RESEARCH EFFORTS HERE).

The OEM, Kardex Remstar has confirmed that F.A. O’Toole is the only authorized service dealer for the state of Maryland and within traveling distance to Baltimore, Maryland. OEM authorization letter attached.

REASON THAT SUGGESTED SOURCE IS THE ONLY SOURCE WHICH CAN PROVIDE THE SUPPLIES OR SERVICES.

F.A. O’Toole is the only servicing vendor in the region that services Kardex Shuttles Machines. Other service companies that are further away would contract with F.A. O’Toole due to being the regional service company for Kardex.

EXPLAIN WHY AN ADEQUATE PURCHASE DESCRIPTION OR OTHER INFORMATION SUITABLE TO SOLICIT BY FULL

AND OPEN COMPETITION HAS NOT BEEN DEVELOPED OR ARE NOT AVAILABLE.

Only OEM Authorized service vendor within the region. See attached OEM Authorization Letter.

PROVIDE A STATEMENT OF ACTIONS, IF ANY, THE GOVERNMENT MAY TAKE TO REMOVE OR OVERCOME ANY

BARRIERS TO COMPETITION BEFORE FUTURE ACQUISITIONS ARE REQUIRED.

N/A

SIGNATURE AND TITLE OF CUSTOMER CODE

TELEPHONE

571-607-5344

DATE

08/26/2024

SIGNATURE OF CONTRACTING OFFICER

CODE TELEPHONE

DATE

https://www.acquisition.gov/far/part-6#FAR_6_302 https://www.govinfo.gov/link/uscode/10/3204 https://www.govinfo.gov/link/uscode/10/3204 https://www.govinfo.gov/link/uscode/10/3204 https://www.govinfo.gov/link/uscode/10/3204 https://www.govinfo.gov/link/uscode/10/3204 https://www.govinfo.gov/link/uscode/10/3204 https://www.govinfo.gov/link/uscode/10/3204

2024-08-26T07:43:49-0400
SPARR.THOMAS.F.1271327826
2024-09-03T14:04:40-0400
LOVING.SHAWN.MICHAEL.1402045619

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