JA Limited-Sources - Salesforce Short Term BPA CO Signed.pdf

Template for a Federal Supply Schedule (FSS) Limited-Sources Justification

Completion Instructions: HHS has established a standard template for the preparation of a Limited-Sources Justification (LSJ) pursuant to FAR Subpart 8.4. This template is for use with orders issued under the Federal Supply Schedule (FSS) program where the value exceeds simplified acquisition threshold and competition is restricted: (1) to fewer schedule contractors than required in FAR 8.405-1, 8.405-2, or 8.405-3, or (2) to an item peculiar to one manufacturer. See FAR Subpart 8.4 for additional guidance. This template is not for use with acquisitions other than those under FAR Subpart 8.4.

Tailor all aspects of this template to the individual acquisition. Consult FAR 8.405-6 for guidance. An addendum may be added in case additional space is needed.

When this document is printed, the blue italic instructions are automatically deleted on the printed version.

FEDERAL SUPPLY SCHEDULE

LIMITED-SOURCES JUSTIFICATION

Acquisition Title: Salesforce Licensing and Professional Support - Short Term BPA Cal

Agency: PSC

PSC Divisions: Other - HHS

PSC Other Divisions: Administration for Children and Families (ACF)

Acquisition Year (FY): 25

Author: Joseph East

2. Description of Action:

Nature: New Requirement Follow-on Requirement

Modification to Existing Purchase Order/Contract Number:

Pricing: Firm-Fixed Price Time & Materials Cost

Other:

Funds: OMA Other Funds: Multiple-Year Appropriations

<For each proposed contractor if more than one (e.g., brand name):>

Name of Proposed Contractor(s): Carahsoft Technology Corp.

Street Address: 11493 Sunset Hills RD, STE 100

City, State, Zip: Reston, Virginia 20190

Remove ContractorAdd Contractor

3. Description of Supplies and Services to Include Contract Vehicle/Number Utilized:

This will be a four-month, firm-fixed price short term BPA call for Salesforce Licensing and Professional Support. The Contractor shall provide ACF licensing for existing Salesforce OASIS applications, products, and modernization initiatives.

Specifically, licenses and support are being requested under this contract to increase capacity for existing applications and products.

Current contract # 75P00122A00001 / 75ACF123F59002 ends on 29 January 2025 and this acquisition will utilize the same vendor under the new mandatory HHS strategic sourcing Salesforce Suite Enterprise License Agreement BPA #

47QTCA24A0002.

The estimated value of the proposed action, including all options, is $ 3,952,458.14

Briefly describe the supplies or services to be provided, including make & model number where appropriate. Indicate whether the item to be procured is peculiar to one manufacturer (e.g., a particular brand name, product, or a feature of a product, peculiar to one manufacturer). If applicable, include quantities of supplies or period of performance for services.

Provide information for any options included in the order. If the action is a modification to an existing order, distinguish clearly between the work covered by the basic order and the work to be obtained by the proposed modification.

The Contractor shall provide ACF licensing for existing Salesforce OASIS applications, products, and modernization initiatives. Specifically, licenses and support are being requested under this contract to increase capacity for existing applications and products.

The UC Technology system supports cloud-based implementations. This system will integrate services that meets requirements for tracking and managing the care of Unaccompanied Children (UC), enables ORR to perform UC business functions to support its mission, and interfaces with multiple components of stakeholders, external health providers, and the grantees who operate the care provider facilities.

This procurement will support the ORR with UC Technology Modernization professional services. However, end user support and training shall be required for existing ACF Salesforce OASIS application workstreams (SponsorX, Program Management, App Launcher).

The ACF OASIS applications support multiple major workstreams including SponsorX, App Launcher, and Program Management.

Online Sponsor Application: Enables digital completion of Family Reunification Applications and Assessments for Reunification, streamlining the reunification process. This began as an initial pilot of an online sponsor application. We are pivoting from pilot to create a tool focused on supporting Unification Specialist across sponsor touch points including the sponsor application.

User base: Unification Specialists and prospective sponsors.

App Launcher: Provides secure single sign-on access for ACF staff and program administrators to manage application access and support. This SSO portal provides robust user authentication controls, allowing users to access all UC Program applications while enhancing cybersecurity and data protection. These decreases need for users to have multiple passwords and usernames for each application.

User base: 19k+ Users. Everyone who uses a UC Program application.

FFS Solutions: Automates processes and enhances reporting for Federal Field Staff, including planning, site evaluations, and compliance tracking. These tools are designed to assist FFS in planning their travel to program facilities and in collecting detailed information about facility conditions and the quality of childcare provided. Provides FFS and the UC Program with advanced tools, structured data, and robust reporting capabilities to enhance oversight of programs and facilities, ensuring compliance and improving childcare quality.

User base: FFS, CFS, FFS Supervisors

Monitor Solutions: Offers automation and improved reporting for Monitoring staff, covering planning and site monitoring activities. These tools are designed to assist Monitors in planning their travel to program facilities and in collecting detailed information about facility conditions and the quality of childcare provided. Provides Monitors and the UC Program with advanced tools, structured data, and robust reporting capabilities to enhance oversight of programs and facilities, ensuring compliance and improving childcare quality.

User base: Monitors, Monitor Supervisors

Knowledge Library: A centralized repository for ACF staff and stakeholders to access FAQs, policy documents, and guides with search functionality.

User base: UC Program-wide

PO Grant Management Solutions: Supports grant lifecycle management from funding notices to decision memos, improving standardization and compliance oversight. This is a core grant and grantee management application. Features include forecasting bed availability, supporting future funding and budget planning, and centralizing critical program details such as staff contacts, approved budgets, accreditations, and cooperative agreements. Enhances operational efficiency by streamlining grant & grantee management processes. Improves program quality and strengthens grantee oversight, ensuring alignment with compliance and performance standards.

User base: Project Officers

Budget Solutions: Automates budget-related tasks and reporting for the Budget Team, focusing on efficiency and cost-effectiveness in grantee budget management.

User base: Budget Team and Project Officers

4. Authority:

ORDER AGAINST FSS: Authority of the Multiple Award Schedule Program, Title III of the Federal Property and Administrative Services Act of 1949 (41 U.S.C. 251, et seq.); Title 40 U.S.C. 501, Services for Executive Agencies; and Section 803 of the National Defense Authorization Act of 2002 (PL 107-107) and implemented by FAR 8.405-6. Mark the applicable exception and for each discuss how the cited authority applies in accordance with FAR 8.405-6(c)(2)(iv).

An urgent and compelling need exists, and following the procedures would result in unacceptable delays (FAR 8.405-6(a)(1)(i)(A));

Only one source is capable of providing the supplies or services required at the level or quality required because the supplies or services are unique or highly specialized (FAR 8.405-6(a)(1)(i)(B));

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 (FAR 8.405-6(a)(1)(i)(C)); or

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. (FAR 8.405-6(b)).

When competition is limited to items peculiar to one manufacturer, this justification must explain why the particular brand name, product, or feature is essential to the Government's requirements, and that 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 in accordance with FAR 11.105.

The current situation presents a critical need for increased support in order to meet the end-user demand within the Division of Unaccompanied Children Operations (DUCO) under the Office of Refugee Resettlement (ORR), part of the Administration for Children and Families (ACF) within the Department of Health and Human Services (HHS). Due to current resource constraints, engineering support staff are being diverted to handle direct end-user requests. This approach is unsustainable and has hindered our ability to effectively and efficiently fulfill the care and placement requirements for Unaccompanied Children (UC).

This temporary four-month short term order is essential and represents the most feasible solution as we transition to a re-competed long term solution. The additional support must be implemented by January 30, 2025, to ensure the continued, safe placement and care of UC as mandated by the Homeland Security Act of 2002, §462, 6 U.S.C. § 279, which transferred these responsibilities from the former Immigration and Naturalization Service to ORR. The DUCO program is tasked with providing UC with a safe, appropriate, and minimally restrictive environment until a suitable sponsor is identified, and their immigration cases are resolved.

Due to the specific requirements of the DUCO program and its mandate, market research has confirmed that only this particular brand name, product, or service can meet the agency’s unique operational demands. No other alternatives can meet these specialized needs within the urgent timeframe, nor can they be reasonably modified to do so.

Therefore, to ensure compliance and operational continuity, the award of this BPA call on a brand-name basis is justified under FAR 8.405-6(b)(1).

5. Market Research:

Describe the extent of the market research conducted among the schedule holders and the results, or a statement of the reason that market research was not conducted. Brand name specifications shall not be used unless 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 need.

Currently we receive Salesforce professional support through Carahsoft. Due to the urgency, our recommendation is to continue this award with them as it requires detailed knowledge the of the existing systems and will need to work very closely with current teams to provide end user support and overall user experience. HHS has recently awarded the HHS Salesforce Suite Enterprise License Agreement BPA# 47QTCA24A0002.

Carahsoft Technology Corporation agrees to the following terms and conditions set forth herein for this single award BPA.

This will eliminate contracting and open market costs such as: the search for sources, the development of technical documents and solicitations, and the evaluation of quotes. This BPA will further decrease costs, reduce paperwork, and save time by eliminating the need for repetitive individual purchases from the MAS contract. The end result is to create a purchasing mechanism for the Government that works better and costs less.

6. Actions to Increase Competition:

Describe the actions, if any, the agency may take to remove or overcome any barriers that led to the restricted consideration prior to any subsequent acquisition for the supplies or services is made. If no such actions have been taken, explain why.

In order to increase competition for future requirements, the Government will conduct market research and post a sources sought notice to see what other companies can provide this requirement.

7. Any other facts supporting the justification:

N/A

8. Technical / Requirements Certification: By my signature below, I certify that the supporting data under my review which is included in this Limited-Sources Justification is accurate and complete.

Program Manager

Name: Douglas Goldstein

Position Title: IT Specialist

Email address: douglas.goldstein@acf.hhs.gov

Phone: (202) 804-5399

Program Manager Supervisor (or one level above Program Manager)

Name: Soni Meckem

Position Title: ORR Tech Division Leader

Email address: soni.meckem@acf.hhs.gov

Signature:

Date:

9. Best Value Determination: By my signature below, after review of the relevant documents, I have determined that the order subject to this Limited-Sources Justification represents the best value for the Government as set forth in FAR 8.404(d), and constitutes a fair and reasonable price. The basis for my determination is as follows:

Describe in detail the basis for the determination that this order provides the best value, and that the price is fair and reasonable. Attach and/or summarize applicable market research, commercial prices lists, comparable GSA schedule pricing or other markers that were used in this determination.

10. Contracting Officer's Approval (Required for proposed contract not to exceed $700,000 (value calculated including all options)): I hereby certify that this justification is accurate and complete to the best of my knowledge. I approve this justification subject to the availability of funds, and provided that the services and supplies herein described have otherwise been approved for acquisition.

Name: Brandon Atchison Phone: 202-897-6678

Signature: Date:

11. Legal Review:

All J&As greater than $68 million must have a legal review from the General Law Division of the Office of the General Counsel prior to sending it to the Department.

12. OPDIV Competition Advocate Approval (Required for proposed contract over $700,000 but not exceeding $13.5 million (value calculated including all options)):

I have reviewed this justification and find that it adequately supports limiting sources.

Name: Patrick Joy Phone: (202) 951-0133

Signature: Date: Nov 13, 2024

13. Office of Small and Disadvantaged Business Utilization:

I have reviewed this justification and find that it adequately supports limiting sources.

Name: Christine Haber Phone:

Signature: Date:

14. OPDIV HCA Approval (Required for proposed contract over $13.5 million but not exceeding $68 million (value calculated including all options)):

Name: Phone:

Signature: Date:

15. Department Competition Advocate:

Concur: Non-Concur:

Name: Phone:

(The below approval paragraph is required if the cumulative contract value, including all options, exceeds $68 million.)

16. HHS Senior Procurement Executive (SPE) Approval:

Based on the foregoing justification, I hereby approve limiting sources for the above stated procurement, subject to the availability of funds, and provided that the services herein described have otherwise been authorized for acquisition.

State supplies/services being procured:

This will be a four-month, firm-fixed price short term BPA call for Salesforce Licensing and Professional Support. The Contractor shall provide ACF licensing for existing Salesforce OASIS applications, products, and modernization initiatives. Specifically, licenses and support are being requested under this contract to increase capacity for existing applications and products.

Current contract # 75P00122A00001 / 75ACF123F59002 ends on 29 January 2025 and this acquisition will utilize the same vendor under the new mandatory HHS strategic sourcing Salesforce Suite Enterprise License Agreement BPA # 47QTCA24A0002.

State the full statutory authority and FAR cite and title, consistent with paragraph 4, e.g. 41 U.S.C. 3304:

Name: Phone:

Template for a Federal Supply Schedule (FSS) Limited-Sources Justification

Completion Instructions: HHS has established a standard template for the preparation of a Limited-Sources Justification (LSJ) pursuant to FAR Subpart 8.4. This template is for use with orders issued under the Federal Supply Schedule (FSS) program where the value exceeds simplified acquisition threshold and competition is restricted: (1) to fewer schedule contractors than required in FAR 8.405-1, 8.405-2, or 8.405-3, or (2) to an item peculiar to one manufacturer. See FAR Subpart 8.4 for additional guidance. This template is not for use with acquisitions other than those under FAR Subpart 8.4.

Tailor all aspects of this template to the individual acquisition. Consult FAR 8.405-6 for guidance. An addendum may be added in case additional space is needed.

When this document is printed, the blue italic instructions are automatically deleted on the printed version.

FEDERAL SUPPLY SCHEDULE

LIMITED-SOURCES JUSTIFICATION

2. Description of Action:

Nature:

Pricing:

Funds:

<For each proposed contractor if more than one (e.g., brand name):>

3. Description of Supplies and Services to Include Contract Vehicle/Number Utilized:

Briefly describe the supplies or services to be provided, including make & model number where appropriate. Indicate whether the item to be procured is peculiar to one manufacturer (e.g., a particular brand name, product, or a feature of a product, peculiar to one manufacturer). If applicable, include quantities of supplies or period of performance for services. Provide information for any options included in the order. If the action is a modification to an existing order, distinguish clearly between the work covered by the basic order and the work to be obtained by the proposed modification.

4. Authority:

When competition is limited to items peculiar to one manufacturer, this justification must explain why the particular brand name, product, or feature is essential to the Government's requirements, and that 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 in accordance with FAR 11.105.

5. Market Research:

Describe the extent of the market research conducted among the schedule holders and the results, or a statement of the reason that market research was not conducted. Brand name specifications shall not be used unless 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 need.

6. Actions to Increase Competition:

Describe the actions, if any, the agency may take to remove or overcome any barriers that led to the restricted consideration prior to any subsequent acquisition for the supplies or services is made. If no such actions have been taken, explain why.

7. Any other facts supporting the justification:

8. Technical / Requirements Certification: By my signature below, I certify that the supporting data under my review which is included in this Limited-Sources Justification is accurate and complete.

Program Manager Name:

Position Title:

Email address:

Phone:

Program Manager Supervisor (or one level above Program Manager) Name:

Position Title:

Email address:

Signature:

Date:

9. Best Value Determination: By my signature below, after review of the relevant documents, I have determined that the order subject to this Limited-Sources Justification represents the best value for the Government as set forth in FAR 8.404(d), and constitutes a fair and reasonable price. The basis for my determination is as follows:

Describe in detail the basis for the determination that this order provides the best value, and that the price is fair and reasonable. Attach and/or summarize applicable market research, commercial prices lists, comparable GSA schedule pricing or other markers that were used in this determination.

10. Contracting Officer's Approval (Required for proposed contract not to exceed $700,000 (value calculated including all options)): I hereby certify that this justification is accurate and complete to the best of my knowledge. I approve this justification subject to the availability of funds, and provided that the services and supplies herein described have otherwise been approved for acquisition.

Name:

Phone:

Signature:

Date:

11. Legal Review:

All J&As greater than $68 million must have a legal review from the General Law Division of the Office of the General Counsel prior to sending it to the Department.

12. OPDIV Competition Advocate Approval (Required for proposed contract over $700,000 but not exceeding $13.5 million (value calculated including all options)):

I have reviewed this justification and find that it adequately supports limiting sources.

Name:

Phone:

Signature:

Date:

13. Office of Small and Disadvantaged Business Utilization:

I have reviewed this justification and find that it adequately supports limiting sources.

Name:

Phone:

Signature:

Date:

14. OPDIV HCA Approval (Required for proposed contract over $13.5 million but not exceeding $68 million (value calculated including all options)):

Name:

Phone:

Signature:

Date:

15. Department Competition Advocate:

Concur:

Non-Concur:

Name:

Phone:

Signature:

Date:

(The below approval paragraph is required if the cumulative contract value, including all options, exceeds $68 million.)

16. HHS Senior Procurement Executive (SPE) Approval:

Based on the foregoing justification, I hereby approve limiting sources for the above stated procurement, subject to the availability of funds, and provided that the services herein described have otherwise been authorized for acquisition.

State supplies/services being procured:

State the full statutory authority and FAR cite and title, consistent with paragraph 4, e.g. 41 U.S.C. 3304:

State the full statutory authority and FAR cite and title, consistent with paragraph 4, e.g. 41 U.S.C. 3304 Name:

Phone:

Signature:

Date:

11.0.0.20130303.1.892433.887364 Justification & Approval - Federal Supply Schedule Health and Human Services Justification & Approval - Federal Supply Schedule

Current contract # 75P00122A00001 / 75ACF123F59002 ends on 29 January 2025 and this acquisition will utilize the same vendor under the new mandatory HHS strategic sourcing Salesforce Suite Enterprise License Agreement BPA # 47QTCA24A0002.

The UC Technology system supports cloud-based implementations. This system will integrate services that meets requirements for tracking and managing the care of Unaccompanied Children (UC), enables ORR to perform UC business functions to support its mission, and interfaces with multiple components of stakeholders, external health providers, and the grantees who operate the care provider facilities.

This procurement will support the ORR with UC Technology Modernization professional services. However, end user support and training shall be required for existing ACF Salesforce OASIS application workstreams (SponsorX, Program Management, App Launcher).

The ACF OASIS applications support multiple major workstreams including SponsorX, App Launcher, and Program Management.

Online Sponsor Application: Enables digital completion of Family Reunification Applications and Assessments for Reunification, streamlining the reunification process. This began as an initial pilot of an online sponsor application. We are pivoting from pilot to create a tool focused on supporting Unification Specialist across sponsor touch points including the sponsor application.

User base: Unification Specialists and prospective sponsors.

App Launcher: Provides secure single sign-on access for ACF staff and program administrators to manage application access and support. This SSO portal provides robust user authentication controls, allowing users to access all UC Program applications while enhancing cybersecurity and data protection. These decreases need for users to have multiple passwords and usernames for each application.

User base: 19k+ Users. Everyone who uses a UC Program application.

FFS Solutions: Automates processes and enhances reporting for Federal Field Staff, including planning, site evaluations, and compliance tracking. These tools are designed to assist FFS in planning their travel to program facilities and in collecting detailed information about facility conditions and the quality of childcare provided. Provides FFS and the UC Program with advanced tools, structured data, and robust reporting capabilities to enhance oversight of programs and facilities, ensuring compliance and improving childcare quality.

User base: FFS, CFS, FFS Supervisors

Monitor Solutions: Offers automation and improved reporting for Monitoring staff, covering planning and site monitoring activities. These tools are designed to assist Monitors in planning their travel to program facilities and in collecting detailed information about facility conditions and the quality of childcare provided. Provides Monitors and the UC Program with advanced tools, structured data, and robust reporting capabilities to enhance oversight of programs and facilities, ensuring compliance and improving childcare quality.

User base: Monitors, Monitor Supervisors

Knowledge Library: A centralized repository for ACF staff and stakeholders to access FAQs, policy documents, and guides with search functionality.

User base: UC Program-wide

PO Grant Management Solutions: Supports grant lifecycle management from funding notices to decision memos, improving standardization and compliance oversight. This is a core grant and grantee management application. Features include forecasting bed availability, supporting future funding and budget planning, and centralizing critical program details such as staff contacts, approved budgets, accreditations, and cooperative agreements. Enhances operational efficiency by streamlining grant & grantee management processes. Improves program quality and strengthens grantee oversight, ensuring alignment with compliance and performance standards.

User base: Project Officers

Budget Solutions: Automates budget-related tasks and reporting for the Budget Team, focusing on efficiency and cost-effectiveness in grantee budget management.

User base: Budget Team and Project Officers State the full statutory authority and FAR cite and title, consistent with paragraph 4, e.g. 41 U.S.C. 3304: The current situation presents a critical need for increased support in order to meet the end-user demand within the Division of Unaccompanied Children Operations (DUCO) under the Office of Refugee Resettlement (ORR), part of the Administration for Children and Families (ACF) within the Department of Health and Human Services (HHS). Due to current resource constraints, engineering support staff are being diverted to handle direct end-user requests. This approach is unsustainable and has hindered our ability to effectively and efficiently fulfill the care and placement requirements for Unaccompanied Children (UC).

This temporary four-month short term order is essential and represents the most feasible solution as we transition to a re-competed long term solution. The additional support must be implemented by January 30, 2025, to ensure the continued, safe placement and care of UC as mandated by the Homeland Security Act of 2002, §462, 6 U.S.C. § 279, which transferred these responsibilities from the former Immigration and Naturalization Service to ORR. The DUCO program is tasked with providing UC with a safe, appropriate, and minimally restrictive environment until a suitable sponsor is identified, and their immigration cases are resolved.

Due to the specific requirements of the DUCO program and its mandate, market research has confirmed that only this particular brand name, product, or service can meet the agency’s unique operational demands. No other alternatives can meet these specialized needs within the urgent timeframe, nor can they be reasonably modified to do so. Therefore, to ensure compliance and operational continuity, the award of this BPA call on a brand-name basis is justified under FAR 8.405-6(b)(1).

Carahsoft Technology Corporation agrees to the following terms and conditions set forth herein for this single award BPA. This will eliminate contracting and open market costs such as: the search for sources, the development of technical documents and solicitations, and the evaluation of quotes. This BPA will further decrease costs, reduce paperwork, and save time by eliminating the need for repetitive individual purchases from the MAS contract. The end result is to create a purchasing mechanism for the Government that works better and costs less.

Current contract # 75P00122A00001 / 75ACF123F59002 ends on 29 January 2025 and this acquisition will utilize the same vendor under the new mandatory HHS strategic sourcing Salesforce Suite Enterprise License Agreement BPA # 47QTCA24A0002.