Justification for Single Source redacted.pdf

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ROI Professional Certification
Solicitation number
SP-HRS-609328
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This document is a Single Source Justification for a firm fixed-price purchase order to provide Return on Investment (ROI) Professional Certification training. The Office of Personnel Management (OPM) intends to negotiate a sole-source contract with ROI Institute, Inc. to deliver up to two 5-day training courses for up to 30 personnel per course. The training will build the capacity of OPM's Center for Leadership Development to perform ROI analyses and implement ROI methodology. ROI Institute, Inc. is the sole source provider, as they own the proprietary ROI methodology and ROI certification. The estimated period of performance is a one-year base period. The total estimated value is $$$$. The Government intends to make an award by December 1, 2024 and is not requesting quotes at this time, but will consider responses from interested firms capable of meeting the requirement within 7 days of the notice publication.

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SharePoint ID: SP-HRS-609328 Page 1 of 3

FAR Part 13.106-1(b) Single Source Justification Version Date: 12/2023

Single Source / Brand Name Determination In Accordance with FAR 13.106-1(b) and 13.106-3(b)(3)(i)

For Contract Actions Above the Micro-Purchase Threshold and at or Below the Simplified Acquisition Threshold (SAT)

1. Agency and Contracting Activity:

a. Contracting Activity: Office of Personnel Management (OPM)/ Office of Procurement Operations (OPO)

b. Requesting Activity: Human Resource Solutions/Center for Leadership Development (HRS/CLD)

2. Nature/Description of Action: In support of HRS' mission, CLD needs to acquire a contractor to provide up to two, 5-day training courses for up to 30 personnel per course, to build capacity within CLD to perform financial return on investment (ROI) analyses and implement ROI Methodology within CLD programs.

3. Description of Supplies/Services:

The selected contractor must provide certified and experienced personnel to deliver the training. The contractor must have experience delivering ROI training both in-person and virtually.

The contractor will provide all management, supervision, labor, materials, supplies, and equipment (except as otherwise specified); and will plan, schedule, coordinate, and assure the efficient training and certification of up to 60 Government personnel.

The contractor will facilitate ROI certification and ensure all logistics are in place including self-preparation for class.

The contractor will provide facilitator(s) that have expert knowledge of the topics and services outlined herein. The contractor will provide facilitator(s) that will play an active and primary role in the participants’ learning experience. Minimum qualifications will include related experience, education, training, and necessary specialized skills.

Each facilitator will have:

• Experience teaching Return on Investment (ROI) methodology

• A minimum of 20 years of experience delivering training

• Certified or qualified on ROI methodology

SharePoint ID: SP-HRS-609328 Page 2 of 3

Version Date: 12/2023

• In-depth subject matter expertise, knowledge, and background of complex public sector challenges that relate to key points and real-world examples from a broad spectrum of Government agencies and initiatives

a. Estimated Value (including all options): $$$$

b. Type of Contract: Firm Fixed Price

c. Delivery schedule and/or period of performance: One 12 month base period

4. Rationale Supporting the Circumstance to Solicit from a Single Source (including Brand Name):

Market research indicates that the proposed contractor is the only vendor in the marketplace that provides this type of training on Return on Investment (ROI) analysis. The vendor has over 30 years of experience providing workshops, consulting, and training in this subject area, and is the leading source of content, tools, and services in measuring and analyzing ROI. Further, this course will result in ROI Professional certification for attendees, a unique credential which is not available through any other vendor. Also, the ROI Professional Certification is proprietary to ROI Institute, Inc. ROI Institute, Inc. owns the proprietary ROI methodology and the ROI certification. They developed the methodology, copyrighted it in books and articles, and have registered trademarks for both terms.

5. Any Other Supporting Facts: None

(See next page for approvals and signatures)

SharePoint ID: SP-HRS-609328 Page 3 of 3

Version Date: 12/2023

6. Contracting Officer Certification:

I hereby certify that the information provided herein to support this justification is accurate and complete to the best of my knowledge and belief.

Digital Signature

File details come from the government source that posted it. Updated .