Limited Source Justification - FAR 8.405-6_ Penn State Courses - 20240918.pdf

CUI

LIMITED SOURCES JUSTIFICATION FOR MULTIPLE AWARD SCHEDULE (MAS)

ORDERS FAR 8.405-6(a) or (b)

1. Identification of the agency and the contracting activity and specific identification of the document as a limited source justification.

This requirement is in support of the General Services Administration (GSA), Public Buildings Service (PBS), Office of Facilities Management. The contracting office is GSA PBS R2 Acquisition Management Division (AMD) located at One World Trade Center, New York, NY 10007.

2. Nature and/or description of the action being approved.

The statutory authority permitting other than full and open competition is FAR 8.405-6(a), Limited Sources. The rationale for this justification is based on FAR 8.405-6(a), which pertains to limiting sources, when only one source is capable of providing the supplies or services required at the level of quality required, because the supplies or services are unique or highly specialized.

a. Contemplated Contract Type:

A firm-fixed-price (FFP) Task Order under GSA Multiple Award Schedule (MAS) contract holders (GS-21F-025CA).

b. Proposed Approach under Consideration:

A Request for Quotation (RFQ) will be issued via GSA MAS Facilities - Facilities Services SIN 541690E Energy Consulting Services contract holders that have the specific web-based training courses entitled, Effective Facility Operations and Maintenance (EFOM), Facility Infrastructure Fundamentals Training (FIFT), Facilities Water Conservation and Management (FWCM), Fundamentals of Effective Facility Commissioning (FEFC), Fundamentals of High-Performance Buildings (FHPB), Smart Buildings Operations Training (SBOT) from the Pennsylvania State University (Penn State) (GS- 21F-025CA) on behalf of the GSA PBS Office of Facilities Management.

c. Period of Performance:

The 6 training courses, encompassing 12 training sessions, along with a closeout period, will take place between September 23, 2024, and March 27, 2025.

3. A complete description of the supplies and/or services required to meet the agency’s needs.

The total estimated value is $350,543.76 on a Firm-Fixed-Price Task Order.

Docusign Envelope ID: 8E9C44BD-0517-48D1-9D3C-E569D50A3591

Class Name Description Course Dates Quantity Totals

Effective Facility Operations and Maintenance (EFOM)

In alignment with the FBPTA, the Effective Facility Operations and Maintenance (EFOM) course is a practical hands-on course designed to assist the facilities professional with managing their building maintenance program and operations and maintenance (O&M) contracts. This course will include instruction on the best maintenance practices for heating, ventilating, and air conditioning (HVAC); plumbing; electrical; and elevator systems. Instructors will guide the course participants through the maintenance requirements of specific pieces of equipment within the facility. Instructors emphasize the energy savings related to proper maintenance.

11/05/2024 – 11/07/2024

02/25/2025 – 02/27/2025

2 $58,423.96

Facility Infrastructure Fundamentals Training

(FIFT)

In alignment with the FBPTA, the Facilities Infrastructure Fundamentals Training (FIFT) course provides facilities professionals with the basics of the most critical building systems including electrical (power distribution, emergency lighting, uninterruptible power supply [UPS]), HVAC, elevators, fire and security, and building envelope.

This course offers a new perspective to facilities personnel who enter buildings every day to operate, maintain, or manage them. Course participants will explore building systems and their complex interactions through lectures, interactive case studies, exhibits, experiments, and guided building tours.

12/03/2024 – 12/05/2024

12/17/2024 – 12/19/2024

01/28/2025 – 01/30/2025

3 $87,635.94

Facilities Water Conservation and Management (FWCM)

In alignment with the FBPTA, the Facilities Water and Conservation Management (FWCM) course teaches facilities professionals

10/29/2024 – 10/31/2024 1 $29,211.98 technologies that optimize water and system efficiency and promote sustainability and conservation resulting in a high-performance, water-conserving building. Course participants will gain an understanding of how water consumption in a building is a function of operating the building and creating comfort and an aesthetically pleasing environment for the tenants.

Instructors will articulate the federal government’s need for reduction in water consumption as specified in EO 13693.

Fundamentals of Effective Facility Commissioning

(FEFC)

In alignment with the FBPTA, the Fundamentals of Effective Facility Commissioning (FEFC) course is designed to assist the facilities professional with optimizing the performance of their facility.

Course participants will learn the concepts of initial commissioning, retro-commissioning, recommissioning, ongoing commissioning, and the difference between the various commissioning methods. Through numerous case studies, participants will become familiar with managing the commissioning process, including measurement, verification, phasing, and the commissioning agent’s duties.

02/11/2025 – 02/13/2025 1 $29,211.98

Fundamentals of High- Performance Buildings

(FHPB)

In alignment with the FBPTA, the Fundamentals of High- Performance Buildings (FHPB) course builds on the material presented in FIFT. Course participants will gain an understanding of the high-performance sustainable infrastructure. Facilities professionals will learn the technologies that optimize system efficiency and promote

11/12/2024 – 11/14/2024

02/04/2025 – 02/06/2025

2 $58,423.96 sustainability resulting in a high-performance building. This course includes electrical metering, high-efficiency lighting and controls, building automation systems, leading-edge HVAC technology, water conservation, and building envelope strategies to optimize building performance.

Smart Buildings Operations Training

(SBOT)

In alignment with the FBPTA, the Smart Building Operations Training (SBOT) course is the next step for optimizing the functionality of high-performance buildings. Facilities professionals will learn how technology and the smart building concept can be used to maximize building performance. By integrating all the building's systems and their data, building owners can control facilities through technology to improve energy efficiency, enhance operational effectiveness, and increase tenant satisfaction.

This includes building control and management systems such as GSAlink and National Computerized Maintenance Management System (NCMMS) and building commissioning.

10/01/2024 – 10/03/2024

10/15/2024 – 10/17/2024

02/18/2025 – 02/20/2025

3 $87,635.94

Total with 2% Quantity / Volume Discount 12 $350,543.76

4. The authority and supporting rationale (see FAR Part 8.405-6(a)(1)(i) and (b)(1)) and, if applicable, a demonstration of the proposed contractor’s unique qualifications to provide the required supply or service.

● FAR 8.405-6(a)(1)(i)(B), Only one source is capable of providing the supplies or services required at the level of quality required because the supplies or services are unique or highly specialized. (Note: A signed copy of this justification document will be posted to SAM.gov for 30 days within 14 days from the date of award). Provide rationale for your selection:

The basis for other than full and open competition is that the combination of all the listed courses provided by Penn State, are unique and the training material is proprietary. There are no training institutes that provide all the required training to support the GSA Federal Building Personnel Training Act (FBPTA) requirements for facility and property managers. The FPBTA of 2010 requires all federal personnel providing building operations and maintenance services to

Docusign Envelope ID: 8E9C44BD-0517-48D1-9D3C-E569D50A3591 https://www.congress.gov/111/plaws/publ308/PLAW-111publ308.pdf https://www.congress.gov/111/plaws/publ308/PLAW-111publ308.pdf demonstrate competencies necessary to effectively operate government facilities.

The Penn State has worked closely with GSA on training that meets the requirements of this Act, and these courses will develop facility and property the competencies and technicalities of how to utilize building systems data and better understand the tools and terminology needed to effectively manage federal buildings and communicate with internal and external stakeholders.

5. A determination by the ordering activity that the order represents the best value consistent with FAR 8.404(d).

The Contracting Officer (CO) reviewed the submitted quote, conducted market research on the GSA eLibrary, compared the proposed prices with historical pricing and other published price lists and determined that Penn State's proposed price is fair and reasonable.

6. A description of the market research conducted among schedule holders, and the results of the research, or a statement why market research was not conducted.

Market research was conducted under the Multiple Award Schedule (MAS), 541690E, Facilities Services category for any vendor that could conduct the requested course or equivalent to the requested requirements. In reviewing the 175 contractors under this category, only Penn State fulfilled the specified training requirements needed. Additionally, prior history and data determined that Penn State would be the only vendor to respond to solicitation with limited sources justification, due to their proprietary ownership of the specified training courses.

7. Any other facts supporting the limited sources justification.

Not Applicable.

8. A statement of the actions, if any, the agency may take to remove or overcome any barriers that led to restricted consideration before any subsequent acquisition for supplies or services is made.

The Penn State courses are proprietary and directly meet GSA’s needs. However, when this requirement is procured market research will be conducted to determine if other vendor training offerings satisfy the Agency’s requirements.

9. Official Certification & Signatures/Concurrence:

a. Program / Technical Official Certification:

I hereby certify and accept the responsibility that all supporting data provided above or used to justify the above requested for a sole source procurement (e.g., verifying the Government’s minimum needs, schedule requirements, and/or other rationale for other than full and open competition) is accurate and complete to the best of my personal knowledge and belief.

Ling Xu Date Primary Contracting Officer’s Representative Office of the Chief of Staff

9/18/2024

Angela Ochipinti Date Secondary Contracting Officer’s Representative Office of Facilities Management

b. Contracting Officer’s Certification:

I hereby certify that the information contained in this Limited Source Justification, is accurate and complete to the best of my knowledge.

Nadia Shokry Burns Date Contracting Officer Acquisition Programs and Quality Assurance Branch

c. Contracting Officer Supervisor Concurrence:

James Smith Date Branch Chief Acquisition Programs and Quality Assurance Branch

Docusign Envelope ID: 8E9C44BD-0517-48D1-9D3C-E569D50A3591

9/18/2024

Certificate Of Completion Envelope Id: 8E9C44BD051748D19D3CE569D50A3591 Status: Completed

Subject: Complete with Docusign: Limited Source Justification - FAR 8.405-6_ Penn State Courses - 202409...

Source Envelope:

Document Pages: 6 Signatures: 4 Envelope Originator:

Certificate Pages: 4 Initials: 0 Nadia Shokry Burns

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Washington DC, DC 20405 nadia.shokry.burns@gsa.gov

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9/18/2024 3:58:53 PM

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Signer Events Signature Timestamp Angela Ochipinti angela.ochipinti@gsa.gov

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Electronic Record and Signature Disclosure:

Accepted: 9/18/2024 4:07:00 PM ID: 709ce3f3-2364-4e23-940c-2931b3789861

James Smith jamesk.smith@gsa.gov

Branch Chief, R&A Branch, AMD

US General Services Administration

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Ling Xu ling.xu@gsa.gov

US General Services Administration

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Nadia Shokry Burns nadia.shokry.burns@gsa.gov

Acquisition Management Specialist

US General Services Administration Security Level: Email, Account Authentication (None)

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