Justification and Approval for Other Than Full and Open Competition.pdf

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Purchase Static Balancing Machine and Accessories for C130J and C27J Propeller Blades
Solicitation number
70Z03825PD0000057
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This document is a U.S. Coast Guard Justification for Other Than Full and Open Competition using Simplified Acquisition Procedures (SAP). The Coast Guard intends to purchase specialized equipment from Balance Technology Inc. (BTI) on a sole source basis, including a Model VNR-1000 Hard Gage Static Balancing Machine, a Rotary Bearing Style Balance Tool Adapter, a Custom Balance Master, and machine set-up and training services. The procurement is specifically for balancing propeller blades used on C130J and C27J aircraft, with the goal of reducing vibration, noise, and potential damage to aircraft components.

The justification for sole source procurement is based on BTI's status as the Original Equipment Manufacturer (OEM), which owns all technical data, specifications, and drawings required for manufacturing and installing the equipment. The Coast Guard determined it would be uneconomical to purchase the technical data rights from another source, and the government does not possess the necessary technical information to reverse engineer or develop an equivalent purchase description. The combined synopsis/solicitation will be posted on SAM.gov, allowing other responsible sources to submit capability statements or proposals for consideration.

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Last Updated 11/01/24

U.S. COAST GUARD JUSTIFICATION FOR OTHER THAN FULL AND OPEN COMPETITION

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

PURCHASE REQUEST OR REQUISITION NUMBER:

ESTIMATED TOTAL VALUE, INCLUDING OPTIONS:

(Over Micro-Purchase Threshold, but up to the SAT)

AUTHORITY JUSTIFICATION TYPE

☒ 13.106-1(b)(1) ONLY ONE SOURCE REASONABLY AVAILABLE (e.g., urgency, exclusive licensing agreements, or industrial mobilization).

☐ FAR 5.102(a)(6), FAR

11.105, FAR 13.106-1

(b) (1)

BRAND NAME – Items peculiar to one manufacturer: 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 needs.

BRIEF DESCRIPTION OF SUPPLIES OR SERVICES REQUIRED AND THE INTENDED USE:

The United States Coast Guard (USCG) intends to purchase the goods and services shown in the table below on a sole source basis directly from the Original Equipment Manufacturer (OEM) – Balance Technology Inc. (CAGE Code: 34472), hereinafter referred to as

BIT.

Line Item Nomenclature/Description Quantity

1 Model VNR-1000 Hard Gage Static Balancing Machine 1 each

Rotary Bearing Style Balance Tool Adapter with Electric Solenoid Remote Unlatching Compatible with C130J and C27J Propeller Blades

1 each

Custom Balance Master – Custom part manufactured to simulate the mass properties and mounting configuration of a typical prop assembly. The master will be supplied with a custom-fitted, caster-mounted wooden storage box, two (2) test weights, and weight certification.

1 each

Machine Set-up and Training at Air Station Barbers Point, Honolulu, HI One BTI service technician to provide three (3) days (24 hours) of machine set-up and operator training. Pricing shall include all labor, travel, and per diem expenses.

1 job

The Balancing Machine is used to balance the propeller blades used on the C130J and C27J aircraft. This provides substantial reductions in transmitted vibration and noise to the cabin and reduces excessive damage to other aircraft and engine components.

SUGGESTED SOURCE NAME, ADDRESS, & UNIQUE ENTITY IDENTIFIER (UEI):

Balance Technology Inc. (BTI) (CAGE Code: 34472)

7035 Jomar Drive

Whitmore Lake, MI 48189-8241

UEI: JXBJK7KZBLF9

RATIONALE FOR JUSTIFICATION TYPE SELECTED ABOVE TO INCLUDE RELEVANT INFORMATION GAINED

THROUGH YOUR MARKET RESEARCH TO SUPPORT THE JUSTIFICATION TYPE:

The goods and services to be purchased under this acquisition are highly specialized and have been specifically designed and manufactured by BTI. As the OEM, BTI owns all rights to the technical data, specifications, and drawings required for their manufacture, installation, and set-up of this equipment. The rights to the technical data necessary to acquire these items from sources other than the OEM or an OEM approved source are not owned by the Government, and it has been determined that it is uneconomical to purchase these rights. The items must meet critical safety, durability, and reliability requirements, the achievement of which require extensive and/or sophisticated testing. The Government does not own or possess any rights to the relevant technical data, specifications, and drawings required to develop an adequate purchase description. In addition, the

Government has not developed the technical data required to reverse engineer this equipment and has no plans to do so.

https://www.acquisition.gov/far/13.106-1 https://www.acquisition.gov/far/5.102 https://www.acquisition.gov/far/11.105 https://www.acquisition.gov/far/11.105 https://www.acquisition.gov/far/13.106-1 https://www.acquisition.gov/far/13.106-1

Last Updated 11/01/24

This item is not available from any required or optional source of supply IAW FAR 8.002. A combined synopsis/solicitation will be posted to the Contract Opportunities section of the web site at www.sam.gov. All responsible sources may submit a capability statement, proposal, or quotation which shall be considered by the agency.

CONTRACTING OFFICER - FAIR AND REASONABLE PRICE DETERMINATION METHODS:

☐ MARKET RESEARCH

☒ COMPARISON OF PROPOSED PRICE WITH PRICES FOUND REASONABLE ON PREVIOUS PURCHASES

☐ CURRENT PRICE LIST

☒ COMPARISON WITH SIMILAR ITEMS IN A RELATED INDUSTRY

☐ COMPARISON TO IGCE

CONTRACTING OFFICER’S PERSONAL KNOWLEDGE (EXPLAIN)

☐ OTHER (EXPLAIN)

SIGNATURE AND TITLE OF TECHNICAL AND REQUIREMENTS POC

DATE

SIGNATURE OF CONTRACTING OFFICER

DATE

http://www.sam.gov/

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