v1FINAL_LSJ_OFBAP UFMS_UFS OM Support Services 03132024.pdf

General Services Administration Federal Supply Schedule Limited Source Justification

1. Identification of the agency and contracting activity:

a. Federal agency and contracting activity.

Agency: Health and Human Services (HHS) Operational Division (OPDIV): Food and Drug Administration (FDA) Office of Operations (OO) Office of Finance, Budget, Acquisitions and Planning (OFBAP) Office of Acquisitions and Grant Services (OAGS) Division of Information Technology Acquisitions (DITA)

b. Sponsoring organization.

Office of Finance, Budget, Acquisitions and Planning (OFBAP) Office of Financial Management (OFM) Financial System Support Staff (FSSS)

c. Contracting Officer’s Representative (COR)/Requiring Activity Point of Contact (POC) information.

i. Name:

ii. Mailing address:

iii. E-mail address:

iv. Telephone number:

2. Nature and/or description of the action being approved.

a. Acquisition purpose and objectives.

The FDA seeks to obtain functional and technical services for Information Technology (IT) operations and maintenance (O&M) support to maintain the OPDIV’s business needs and processes, as well as support the day-to-day operations one of FDA’s key Financial Management systems, Unified Financial Management System (UFMS). Doing so will support the operability of outbound and inbound interfacing financial transactions for other source systems including; the User Fee System (UFS), One Stop Shop (OSS), and Business Intelligence Reporting Solution (FBIS). This is needed in order to efficiently maintain continuity for the business financial infrastructure requirements while necessary tasks are completed to competitively solicit and award a comprehensive procurement vehicle which will support FDA’s suite of financial systems, including the next iteration of the Integrated Budget and Acquisition Planning System (IBAPS).

Development, modernization and enhancements (DME) and O&M services supporting UFMS, UFS, OSS and FBIS have been procured by issuing orders against FDA’s blanket purchase agreement (BPA) HHSF223201810047B. The BPA was competitively solicited in 2018 using GSA’s Federal Supply Schedule (FSS) Special Item Number (SIN) 132-51; Information Technology (IT) Professional Services. The final twelve (12) month ordering period of the BPA was exercised pursuant to FAR clause 52.217-9; Option to Extend the Term of the Contract. It concluded on September 20, 2023. The BPA’s estimated ordering ceiling at award was defined as $49M. The total obligated value of all orders is $47.6M.

BPA order HHSF22318001 provides UFMS O&M support services. The order’ s duration of performance is four-and one-half years, September 24, 2019– March 23, 2024. The order’s obligated value is $23M. As discussed earlier, the BPA is no longer available for ordering. The FDA is pursuing award of a comprehensive procurement vehicle supporting FDA’s suite of financial systems. The schedule required to complete pre- solicitation activities, competitively solicit, make award of new contract vehicle and transition to new service provider is estimated between twenty-four (24) to thirty (30) months.

To support OFBAP’s requirement for functional and technical UFMS O&M support, it is most efficient to procure services by awarding a single task order to the incumbent contractor on non-competitive basis to maintain operational continuity of service provision. This will be achieved by leveraging the authority of authority of Federal Acquisition Regulation (FAR) subpart 8.405- 6(a)(1)(i)(C).

b. Project background.

UFMS is the HHS department wide financial system of record. The HHS Division of Systems – Operations and Maintenance (DSOM) organization is responsible for managing the global UFMS. FSSS ensures that the functionalities within UFMS meet FDA’s business needs and processes, any changes proposed by other OpDivs or HHS are communicated to FDA UFMS end users and that a proposed change does not break our internal financial business processes. FSSS ensures reliability of financial information by providing accurate and timely solutions to stakeholders.

As one of four OpDivs who share the HHS UFMS, FDA and its OFM FSSS component must communicate and coordinate daily with the HHS Division of Systems, Operations and Maintenance DSOM Project Management Office (PMO) for the effective operation and development of FDA financial systems. FSSS provides day-to-day management coordination of the UFMS which includes the Accounts Payable, Accounts Receivable, Budget Execution, General Ledger Purchase Order/iProcurement modules, Projects, User Provisioning (UPA), Governance, Risk and Compliance (GRC), PMIS, and Purchase Request Information System (PRISM) applications. FSSS also provides system analysis, design, development of extensions, migration instructions, testing, and systems oversight for FDA data held within the Global

UFMS.

3. Description of the supplies or services required to meet the agency’s needs (including the estimated value).

a. Project title.

FDA Unified Financial Management (UFMS) and User Fee Systems (UFS)

b. Project Description.

The FSSS requires functional and technical services to maintain and support the OPDIV’s utility of UFMS, UFS and One Stop Shop; including the reporting components, help desk, and day to day operations;

ensure legislative compliance; carry out minor enhancements and support financial management of the user fee programs. The required effort will focus on UFS software, operational and day to day activities support, minor enhancements, security adherence, issue identification, defect resolution, administration support, performance tuning, and help desk support necessary to maintain the “lights on” availability, reliability, and security of the system.

Minor enhancements include limited user interface changes, adding additional data elements to existing data sources, new reports, applying software patches, business rule modifications, and small functional improvements. Minor enhancements are defined as work where the planning, design, development, test, implementation, documentation, training and communication.

Requirement type.

Support services (non-R&D)

Supplies/equipment

Information Technology (IT)

Other:

Type of action.

New requirement

Follow-on

Other:

Proposed contract/order type.

Firm-fixed-price

Time and materials:

Indefinite delivery:

Other:

Completion Form

Term Form

Acquisition identification number.

ALP OO-2024-121390

c. Total estimated dollar value and performance/delivery period.

The total duration of the service requirement will not exceed 30 months; 12-month base period, one 12-month optional period and up to an additional 6 months of services may be procured pursuant to FAR clause 52.217-8; Option to Extend Services. The required dates of performance are as follows:

Base Period: March 24, 2024 – March 23, 2025 Optional Period 1: March 24, 2025 – March 23, 2026 6 Month Extension IAW FAR clause 52.217-8: March 24, 2026– September 23, 2026.

The estimated dollar value of the services required for the total duration is $18.8M.

Base Period Optional Period 1 6 Month Extension

4. The authority and supporting rationale (see FAR 8.405-6(a)(1)(i); (b)(1)) and, if applicable, a demonstration of the proposed contractor’s unique qualifications to provide the required supply or service.

a. Acquisition authority.

This acquisition is conducted under the authority of the Multiple Award Schedule Program. In accordance with Federal Acquisition Regulation (FAR) 8.405-6(a), consideration of schedule contractors will be restricted to fewer than the number required at FAR 8.405-1, FAR 8.405-2, FAR 8.405-3 (i.e., fewer than three FSS contractors). FAR 8.405-6 (a)(1)(i), for a proposed order or BPA with an estimated value exceeding the micro-purchase threshold not placed or established in accordance with the procedures in FAR 8.405-1, FAR 8.405-2, or FAR 8.405-3, the only circumstances that may justify the actions are-

(A) An urgent and compelling need exists, and following the procedures would result in unacceptable delays;

(B) Only one source is capable of providing the supplies or services required at the level of quality required because the supplies or services are unique or highly specialized;

(C) In the interest of economy and efficiency, the new work is a logical follow-on to an original Federal Supply Schedule order provided that the original order was placed in accordance with the applicable Federal Supply Schedule ordering procedures. The original order or BPA must not have been previously issued under sole-source or limited-sources procedures.

This acquisition is conducted under the authority of the Multiple Award Schedule Program. In accordance with FAR 8.405-6(b), consideration of schedule contractors will be restricted only to the item peculiar to one manufacturer. An item peculiar to one manufacturer can be a particular brand name, product, or a feature of a product, peculiar to one manufacturer. A brand name item, whether available on one or more schedule contracts, is an item peculiar to one manufacturer.

b. Demonstration of the proposed contractor(s) unique qualifications to provide the required supply or service.

• Name and address of the proposed contractor(s).

EQUINOXYS INC.

11200 BRANTON LN

GREAT FALLS VA 22066-1355

GSA MAS Contract: GS-35F-0331V

• Nature of the acquisition and proposed contractor(s) unique qualifications.

Equinoxys is FDA’s current prime contractor for the services described herein. They were competitively awarded the aforementioned BPA which supports UFMS and UFS DME and O&M needs. Equinoxys’ institutional knowledge of the existing technology as well as the FDA’s technology and business ecosystems makes it uniquely suited to support FDA’s mandate for the UFMS and UFS in within challenging schedule constraints. Procuring the required services from Equinoxys represents the lowest risk alternative for the FDA to meet its requirement for the service need.

5. Determination by the ordering activity Contracting Officer that the order represents the best value consistent with FAR 8.404(d).

The Contracting Officer will ensure the new order represents the best value consistent with FAR 8.404(d) by requesting discounts. The contracting officer will leverage data from BPA HHSF223201810047B and order history to inform pricing strategy for the new work. Leveraging the expertise of technical evaluator(s) of the requirement and real time operational environment will support the Contracting Officer in evaluating quoted pricing. The Contracting Officer will ensure the established prices for the new order represents a fair and reasonable price.

6. Description of the market research conducted among schedule holders and the results, or a statement of the reasons market research was not conducted.

Informal market research was conducted locally within FDA’s portfolio of procurement instruments for the required services. The conclusion resulting from that survey indicates there exists only one solution which would best maximize return on recent FDA investments to the UFMS system, exhaust immediately available private sector institutional understanding of the OFM’s needs for UFMS and avoid schedule delays associated with knowledge transfer and onboarding new contractor employees. It is imperative the services required not only be provided with the greatest efficiency,