A24_JA_for_pentaho_renewal_fy20_Redacted.pdf

JUSTIFICATION FOR AN EXCEPTION TO FAIR OPPORTUNITY

Pentaho Software Subscription with Maintenance

NITYS20RC066

1. Identification of the Requiring and Contracting Activity:

(a) Requiring Activity:

a. Requesting Activity

DFAS-ZTBTB/CL

555 88th Street

Bratenahl, Ohio 44068

XXXXXXXXXXXXX

(b) Contracting Activity

DFAS Columbus

Contract Services Directorate

Building 21, Room 2B218

3990 E. Broad St.

Columbus, Oh 43213-1152

2. Nature or Description of the action being approved:

The purpose of this document is to obtain approval for an exception of the fair opportunity acquisition in accordance with:

FAR 16.505(b)(2)(ii)(A) Orders exceeding $3,500.00, but not exceeding the simplified acquisition threshold.

Competition is limited to the following brand name products: Pentaho software.

The procurement strategy is to issue a request for quote (RFQ) on the NASA Solution for Enterprise-Wide

Procurement (SEWP), and the fair opportunity procedures set up by the SEWP will be followed.

3. A Description of supplies/services required to meet the agency needs (including the estimated value – base and option years)

This procurement is for the renewal of Pentaho Software Subscription.

The software subscription comes standard with one year of maintenance, which requires renewal annually.

Pentaho Data Integration Enterprise Edition Subscription is needed for the production environment while

Pentaho BI Suite Enterprise Edition Subscription - Development & Test are needed for the Development/Test environment.

The estimated cost of this procurement is XXXXXXXX

Period of Performance: 10/1/19 to 9/30/20

4. Identification of the exception to fair opportunity (see FAR 16.505(b)(2)):

General Exceptions used as DFAS for the fair opportunity process:

(a) Only one awardee is capable of providing the supplies or services required at the level of quality required because the supplies ordered are unique or highly specialized.

(b) The order must be issued on a sole source basis in the interest of economy and efficiency because it is a logical follow-on to an order already issued under contract, provided that all awardees were given a fair opportunity to be considered to the original order.

(a) Reason that this is sole source/brand name procurement (i.e., proposed contractor's unique qualifications, etc.):

This request is for the acquisition of maintenance for the software application, Pentaho. Pentaho is a commercial software product that is used to extract, translate and load data. Retirement and Annuitant Pay

(R&A Pay) – JFB uses Pentaho to support Defense Retiree and Annuitant System (DRAS) production payroll applications. The Defense MilPay Office (DMO) – ZTB uses Pentaho software to support Business

Intelligence (BI) COGNOS reporting. Although it is possible to change to a different software product, it would take more than a year to re-train employees and make all the necessary software changes to transition from Pentaho to an alternate tool. In order to continue to use Pentaho, DFAS must renew the Pentaho licenses at the beginning of each fiscal year. Retaining the Pentaho software subscription is the most reasonable and cost effective alternative at this time.

5. A determination by the Contracting Officer that the anticipated cost to the Government will be fair and reasonable.

Pentaho software license costs have remained relatively static over the 10 years we have used the product.

There have been small increased in the cost per unit, which is expected. Overall cost has gone up because we have increased the number of licenses over time. Each year, we compare the new quote to the previous quote to ensure that proposed costs are in line with government expectations. The annual DFAS operating budget includes funds each year to renew Pentaho.

6. Any other facts supporting the justification: None

7. A Statement of actions, if any, the agency may take or remove or overcome any barriers that led to the exception to fair opportunity before any subsequent acquisition for the supplies or services is made:

Hitachi Vantara is the sole manufacturer and provider of the product/service and XXXXXXXX is a trusted authorized distributor. We work with both each year to obtain a new quote for the next fiscal year.

The following XXXXXXX provided pricing and availability information on NASA SEWP:

XXXXXX XXX

XXXXXX XXXXXXXX

XXXX XXXX

1 PREM-PLAT-S1M-16 Pentaho Premium Platform Subscription (16 Core, 12 Months)

- Premium Support

- 12 Training Credits Annually

- 3 Consulting Checkpoints Annually

- 3 Support Contacts

- 16 Production Cores

- 16 Test / Dev Cores

Hitachi Vantara Corporation - PREM-PLATS1M-16

Start Date: 10/01/2019

End Date: 09/30/2020

XXXXXXXXXXXX

8. The contracting officer’s certification that the justification is accurate and complete to the best of the contracting officer’s knowledge and belief.

9. Evidence that any supporting data that is the responsibility of technical or requirements personnel (e.g., verifying the Government’s minimum needs or requirements or other rationale for an exception to fair opportunity) and which form a basis for the justification have been certified as complete and accurate by the technical and requirements personnel.

Technical Certification

Printed Name: ___XXXXXX XXXXXXX___________________

Title: ______XXXXXXXXXXX XXXXXXXXXXX__________

Signature XXXXXXXXXXXXXXXXXXXXXXX Phone: ___XXXXXXXXXX_____________

Requiring Activity/Program Management Office Certification

Printed Name: ____XXXXXX XXXXXX___________________________

Title: XXXXXXXXXXX_________________________________________

Signature XXXXXXXXXXXXXX Phone: __XXXXXXXXXX_______

Contracting Officer Certification

I hereby determine that the anticipated cost for this contract action will be fair and reasonable. I certify that this J&A is accurate and complete to the best of my knowledge and belief.

Printed Name: XXXXXXX XXXXXXXX

Title Contracting Officer Organization Code XXXXXXXXXX

Signature____XXXXXXXXXXXX_________________________________ Phone: XXXXXXXXXX