A04 Sole Source JA DTSA Final__Redacted.pdf

DEPARTMENT OF DEFENSE

WASHINGTON HEADQUARTERS SERVICES

1155 DEFENSE PENTAGON

WASHINGTON, DC 20301-1155

ACQUISITION

DIRECTORATE

SOLE SOURCE JUSTIFICATION UNDER SIMPLIFIED PROCEDURES

FOR CERTAIN COMMERCIAL ITEMS

UNDER FEDERAL ACQUISITION REGULATION (FAR) 13.5

1. Agency and Contracting Activity: Control Number: 2020-WHS-0247

Agency

Office of the Secretary of Defense (OSD)

Office of the Under Secretary of Defense for Policy (OUSD(P)

Defense Technology Security Administration (DTSA)

Contracting Activity

The Department of Defense (DoD)

Washington Headquarters Services (WHS)

Acquisition Directorate (AD)

2. Description of Action:

Washington Headquarters Services requests a sole source purchase order to be awarded to Redwood

Strategy Group, Inc. Cage Code: 7SKQ7, 42685 Rolling Rock Sq., Chantilly, VA 20152-3950 in support of a Defense Technology Security Administration (DTSA) requirement. Specifically, this effort will entail the use of the Defense Agencies Initiative Workforce Preparation Toolkit (DWPT), which encompasses the tools, materials, methodology, unique capabilities, prior experience and in-depth knowledge with large scale Defense Agencies Initiative (DAI) implementation and training support for numerous Defense Agencies are required to provide the DTSA with specialized training for their DAI financial system.

3. Description of Supplies/Services:

The contractor shall provide services for DTSA financial workforce to consult and train using its DWPT, step-by-step guide on how to perform various processes within DAI system as well as how DAI system interacts with DTSA’s critical process for business operations, Budget Formulation/Hyperion and business feeder systems such as the Defense Travel System (DTS) and the Defense Civilian Pay System

(DCPS). The contractor will use its DWPT to lay the foundation for production and use of DAI reports and how each sub-module works with each other within DAI. The contractor shall: review DTSA’s

Business Process, review Global Model training material and develop training curriculum for the purpose of DTSA workforce use of DAI and DAI sub-module.

The contract action is for a one year and will be funded using operations and maintenance funding not to exceed $110,620.02.

Period Period of Performance Total

Base Year 30 September 2020 to 29 September 2021 $110,620.02

4. Authority Cited:

In accordance with (IAW) FAR 13.501(a)(1) Acquisitions conducted under simplified acquisition procedures are exempt from the requirements in part 6. This action is under the procedures of Federal

Acquisition Regulation (FAR) 13.5 under the authority of:

41 U.S.C. 1901, Simplified Acquisition Procedures

41 U.S.C. 1903, Special Emergency Procurement Authority

5. Reason For Authority Cited:

Redwood Strategy Group, Inc. is an Economically disadvantaged women-owned small business

(EDWOSB) concern and the sole proprietor of the Defense Agencies Initiative Workforce Preparation

Toolkit (DWPT), to include the tools, materials, and methodology.

The DWPT toolkit and methodologies lays the foundation to train DTSA’s workforce on the inter-dependencies across the DAI system and gives a better understanding of the dataflow within the application and how to course correct financial transactions to avoid any delays in the financial processing. Through the toolkit, DTSA will be able to make financial decisions that aligns with its mission objectives as outlined in the National Defense Strategy.

DTSA’s use of DWPT toolkit services from Redwood Strategy Group, Inc. (RSG), offers methodology, techniques, training material templates, specialized agency specific training within

DTSA’s financial system, DAI, environment across all business processes and sub-modules. To that end, Redwood Strategy Group is uniquely suited to support the financial operation needs of

DTSA to ensure that DTSA DAI users are able to resolve DAI issues as RSG provides hands-on scenario-based exercises that navigate through DAI and interaction with DTSAs business feeder system such as DTS and DCPS.

The services provided by RSG will also allow DTSA to utilize DAI financial system to perform critical financial transactions to include recording time, procuring goods and services, allocating budgets, preparing and justifying budget requirements, and perform financial reconciliations between the differing sub-modules within the system. Redwood Strategy Group, Inc. will not authorize other contractors the use of its DWPT toolkit, materials, and methodology to perform this requirement.

6. Efforts to Obtain Competition:

DTSA contacted WHS DAI helpdesk as well as the DAI Program Management Office (PMO) for consult and training assistance. WHS advised that they did not train or consult other organization however, limited training was available in iCompass.

WHS Financial Management Directorate (FMD) was contacted to explore whether they provide services to assist with the use of the Defense Agencies Initiative (DAI) system.

7. Fair and Reasonable Determination:

The Contracting Officer will ensure the final price is fair and reasonable based on price analysis techniques listed in FAR Part 15.404-1(b)(2). The Government will compare proposed prices with historical prices paid by the Government for the same or similar services and comparison with the respective Independent Government Estimate.

8. Market Research:

After researching similar services with WHS/FMD and WHS/AD Strategic sourcing vehicles it appears based on cost and qualifications, Redwood Strategy Group, Inc. is the only vendor available to meet or exceed DTSA’s DAI requirement.

Redwood Strategy Group, Inc. was also contacted to determine if any 3rd party vendors were eligible or authorized to use its DWPT toolkit, materials, and methodology to support the financial operation needs of DTSA to ensure that DTSA DAI users are able to resolve DAI issues, provide hands-on scenario-based exercises that navigate through DAI and interact with DTSAs business feeder, system such as DTS and

DCPS. for Redwood Strategy Group, Inc. confirmed through a memorandum dated 4 September 2020 that the DWPT toolkit which encompasses the tools, training material templates, techniques and methodology is proprietary. Redwood Strategy Group, Inc.

retains the sole-ownership and will not authorize other contractors to use their DWPT toolkit.

9. Any Other Facts Supporting the Use of Sole Source:

DTSA utilizes the DAI financial system to perform critical financial transactions to include recording time, procuring goods and services, budget formulation/hyperion, allocating budgets, preparing and justifying budget requirements, and perform financial reconciliations between the differing sub-modules within the system. To ensure continuity of operations, the Resources Division requires services to develop

DAI training materials that are specific to DTSA’s business processes and provide cross training of the

DAI sub-modules in format specific to DTSA business scenarios.

10. Interested Sources;

Currently The Redwood Strategy Group, Inc. does not authorize other vendors to use its DWPT toolkit methodology.

Notices required by FAR 5.201 shall be published with appropriate rationale for sole source Justification and Approval and any responses received shall be considered.

11. Actions to Increase Competition:

It was determined during market research that the DWPT Toolkit and methodologies is proprietary to

Redwood Strategy Group, Inc. The DTSA will continue to explore other financial systems to meet its requirements.

Is this acquisition for a non-competitive follow-on acquisition previously awarded on a non-competitive basis?

Yes. A copy of the previous justification is attached. The actions to remove any barriers to competition cited on the previous justification were were not completed [Must include explanation of why the answer is “no”].

No. The original acquisition was conducted on a competitive basis.

Not Applicable. This is a new requirement.

APPROVAL

Based on the foregoing rationale, I certify that this justification is accurate and complete to the best of my knowledge and belief.