LSJ_for_IT_Research_and_Advisory_Services.pdf

DEPARTMENT OF THE NAVY

OFFICE OF NAVAL INTELLIGENCE

425 I Suttland Road Wa.chngton, 1X'20395

Date: 01 Jun 2018

LIMITED SOURCE JUSTIFICATION AND APPROVAL (LSJ)

1 IDENTIFICATION OF REQUESTING AGENCY AND CONTRACTING OFFICE:

a. Agency Name

Office of Naval Intelligence 4251 Suitland Road Washington DC 20395-5720

b. Contracting Activity:

Office of Naval Intelligence 4251 Suitland Road Washington DC 20395-5720

2. NATURE AND/OR DESCRIPTION OF THE ACTION BEING APPROVED:

This limited source justification is for the firm fixed price purchase of research and advisory services from Gartner Inc.

3. A DESCRIPTION OF THE SUPPLIES OR SERVICES REQUIRED TO MEET THE AGENCY NEED

(INCLUDING THE ESTIMATED VALUE):

The purchase of Gartner research and advisory services targeted for (1) Gartner for Executive Programs Leadership Team Plus - Team Leader;

(2) Gartner for Executive Programs Leadership Team Plus - Partner Member; (3) Gartner for Executive Programs Leadership Team Plus - Advisor Member; (4) Gartner for Crossfunctional Members Total

4. IDENTIFICATION OF JUSTIFICATION RATIONALE (SEE 8.405-6(a) & (b) OR 16.505 (b)(2)(i)(A)

TO (E)) AND, IF APPLICABLE, A DEMONSTRATION OF THE PROPOSED CONTRACTORS

UNIQUE QUALIFICATIONS TO PROVIDE THE REQUIRED SUPPLY OR SERVICE. IN

ACCORDANCE WITH:

(Check the appropriate FAR citation/title permitting other than full and open competition:)

I. FAR 8.405-6 (b)(1) - An item peculiar to one manufacturer (e.g., a particular brand name.

product or a feature of a product, peculiar to one manufacturer).

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

iii. FAR 8.405-6(a)(1)(i)(B) - Only one source is capable of responding to the unique or specialized nature of the work.

iv. FAR 8.405-6(a)(1)(i)(C) - The new work is a logical follow-on to an original Federal Supply ni Schedule order or BPA. (Note: The original order must have been placed in accordance with the L_J applicable Federal Supply Schedule ordering procedures. The original order must not have been previously issued under sole source or limited source procedures)

v. DFARS 208.405-70(b) - Each order exceeding $150,000 shall be placed on a competitive basis in accordance with DFARS 208.405-70(c), unless this requirement is waived on the basis of a justification that is prepared and approved in accordance with FAR 8.405-6 and includes a written determination that--

(1) A statute expressly authorizes or requires that the purchase be made from a specified source; or

(2) One of the circumstances described at FAR 16.505(b)(2)(i)(A) through (E) applies tothe order. Follow the procedures at PGI 216.505-70 if FAR 16.505(b) (2)(i)(B) or (C) is deemed to apply.

vi. FAR 16.505(b)(2)(i)(A) - The agency need for the supplies or services is so urgent that providing a fair opportunity would result in unacceptable delays;

vii. FAR 16.505(b)(2)(i)(B) - Only one awardee is capable of providing the supplies or services El required at the level of quality required because the supplies or services ordered are unique or highly specialized:

viii. FAR 16.505(b)(2)(i)(C) - The order must be issued on a sole-source basis in the interest of economy and efficiency as a logical follow-on to an order already issued under the contract, provided that all awardees were given a fair opportunity to be considered for the original order.

ix. FAR 16.505(b)(2)(i)(D) - The order is necessary to place an order to satisfy a minimum guarantee.

x. FAR 16.505(b)(2)(i)(E) - For orders exceeding the simplified acquisition threshold, a statute E expressly authorizes or requires that the purchase be made from a specified source.

xi. DFARS 216.505-70(b) Each order exceeding $150000 shall be placed on a competitive basis

El in accordance with DFARS 216.505-70(c), unless this requirement is waived on the basis of a justification that is prepared and approved in accordance with FAR 8.405-6 and includes a written determination that --

(1) A statute expressly authorizes or requires that the purchase be made from a specified source; or:

(2) One of the circumstances described at FAR 16.505(b)(2)(i)(A) through (E) applies to the order. Follow the procedures at PGI 216.505-70 if FAR 16.505(b)(2)(i)(B) or (C) is deemed to apply.

5. IF PURSUING AN EXCEPTION PER FAR 8.405-6 (b)(1) NAME BRAND DESCRIBE IN DETAIL

WHY A PARTICULAR BRAND NAME, PRODUCT, OR A FEATURE OF A PRODUCT, PECULIAR

TO ONE MANUFACTURER MUST BE USED. IF PURSUING AND EXCEPTION PER FAR 16.505,

PROVIDE JUSTIFICATION AND RATIONALE FOR USING THE AUTHORITY. THIS IS DIFFERENT

FROM THE JUSTIFICATION FOR THE REQUIREMENT. DESCRIBE HOW THIS ACTION

REQUIRES THE USE OF THE AUTHORITY CITED. IF APPLICABLE, IDENTIFY THE PROPOSED

OR POTENTIAL CONTRACTOR(S), AND INCLUDE A DISCUSSION OF THE PROPOSED

CONTRACTORS UNIQUE QUALIFICATIONS TO PROVIDE THE REQUIRED SUPPLY OR

SERVICE.

Gartner, Inc. (hereafter referred to as Gartner) provides a one-of-a-kind service that makes them the only source that can provide the Government with the required level of support. Gartner provides information technology research and advisory services. Its analysts perform in-depth evaluations on vendors and trends within discrete information technology segments. Gartner does not perform IT implementation services and does not sell information technology or produce research on a "sponsored" basis, so Gartner is completely objective in its analysis of the market with no partiality to a particular technology, product, tool, or vendor-specific methodology. Specifically, only Gartner offers:

a. Recommendations and perspectives on DoD trends.

b. Acquisition strategy input on how to lower costs and proven cost savings

c. Facilities Clearance and offers account executives and Executive Partners with clearances for conversations and document reviews on classified topics.

d. Executive Partners with Defense knowledge and experience which is necessary to allow for the best use of ONI ClO/CTO's limited time.

e. On-Site Strategy Meetings for Executive Service Gartner for IT Executives which is required by ONI 010 to enable ONI to leverage the service effectively.

f. access to critical data and maturity assessments based on the world's largest IT benchmark database.

j"At least 10 IT events in the U.S. per year. This allows the ONI to stay current with trends and network with peers for their specific role and responsibility.

h. CIO focused Symposium and leadership forum. This provides the executives with a wide array or sessions with CIO-specific tracks. In addition there is a full day government sector sessions.

i. On-line peer networking portal with Federal specific peers. No other research and advisory company provides ONI with the ability to hear best practices from their peers.

.j. Leadership Partners with Defense knowledge to assist with implementation of best practices for the roles reporting into the CIO & 0010. The Leadership Partners provide the ONI with expertise that align to their individual roles

k. Provides annual IT compensation data, including trend reports, to provide insight into the competitive staffing market conditions that exists today.

I. Specific research and toolkits written exclusively for ClOs on topics surrounding the intersection of IT and business.

m. Access to over 1200+ subject matter experts that are specialist in their field. No other company has the breadth and knowledge that Gartner can provide.

6. DETERMINATION BY THE ORDERING ACTIVITY CONTRACTING OFFICER THAT THE ORDER

REPRESENTS THE BEST VALUE (FAR Part 8) OR FAIR AND REASONABLE (FAR Part 16):

The requirement will be solicited via GSA ebuy stipulating preference for GSA holder, Price analysis will be conduct to determine the price is fair and reasonable. The resultant order will represent the best value (as defined in FAR 2.101) and result in the lowest overall cost alternative (considering price, special features, administrative costs, etc.) to meet the Governments needs.

7. DESCRIPTION OF MARKET RESEARCH CONDUCTED AMONG SCHEDULE HOLDERS AND

RESULTS,

-OR-

STATEMENT OF REASON MARKET RESEARCH WAS NOT CONDUCTED:

Market research was conducted via technical magazines. INTERNET sites and consultation with other Navy commands and Government agencies for the acquisition of research and analysis on information technology (IT). computer hardware, software, communications, and related technology industries.

While other sources were identified, those sources did not have the depth of material and services required to meet the Governments requirements.

8. OTHER FACTS SUPPORTING JUSTIFICATION:

Gartner provides material not only at a high, strategic level but which also addresses technical and detailed facets of practical implementation targeted toward technical IT implementation professionals, particularly in the specific areas of data center management, cloud computing, networks and telecom, collaboration and content, identity and privacy, security and risk management, data management, and enterprise architecture. Additionally, only Gartner provides an on-line 'encyclopedia-like reference and IT architectural decision-support tool like the Reference Architecture tool. Gartner provides a proprietary tool for Cloud Decisions, which provides up to date data on features, pricing, performance and availability of cloud providers. This will help ONI in the transition to Cloud. Gartner Team Plus offering allows ONI to have access to an expanded set of research to better define strategies. to make the right decision quickly, and then to execute on those decisions. The Team Plus content also includes member driven, best practices case studies that provide actionable insight. Ignition Guides designed to drive success implementation and proprietary tools and templates for project base priorities.

9. ACTIONS THE AGENCY MAY TAKE TO REMOVE OR OVERCOME ANY BARRIERS THAT LED

TO THE RESTRICTED CONSIDERATION BEFORE ANY SUBSEQUENT ACQUISITION FOR

SUPPLIES OR SERVICES IS MADE:

ONI CIO will continue to monitor the industry by participating in trade shows, conferences, review of trade journals and interface with other Government agencies to identify potential sources that can meet ONI requirements.

10. REFERENCE TO APPROVED ACQUISITION PLAN/STRATEGY:

171a. An Acquisition Plan is not required. This acquisition is below the thresholds prescribed in DFARS 207.103 for a written acquisition plan.

b. The Acquisition plan covering this requirement is attached. ONI requirement for service contracts over $150000.00

Title: A .s

TECHNICAL AND REQUIREMENTS CERTIFICATION REQUIRED BY FAR 8.405-6(d) and/or FAR 16.506(b)(2) I certify that the facts and representations under my cognizance which are included in this justification and which form a basis for this justification are complete and accurate.

Technical Cognizance:

HARPER.KIMBERLY.LEE. 1263683451 Digitally signed by HARPER.KIMBERLY. LEE, 1263683451 Date: 2018.09.24 11:30:33 -04'00

Title: Deputy CIO

Phone:

Organization: Office of Naval Intelligence

Code: ONI-6B

. CONTRACTING OFFICER'S CERTIFICATION:

FAR 8.405..6(d)(1): For a proposed order or BPA with an estimated value exceeding the simplified JR acquisition threshold, but not exceeding $650,000. I certify that this justification is accurate and complete to the best of my knowledge and belief.

fl FAR 16.505(b)(2)(ti)(A): Orders exceeding $3,000, but not exceeding the simplified acquisition threshold.

The contracting officer shall document the basis for using an exception to the fair opportunity process.

FAR 16.505 (b)(2)(IiXC)(1): For proposed orders exceeding the simplified acquisition threshold, but not fl exceeding $650000, the ordering activity contracting officers certification that the justification is accurate and complete to the best of the ordering activity contracting officer's knowledge and belief will serve as approval, unless a higher approval level is established in accordance with agency procedures.

Title: Phone:

Organization: Organization: f M,Wct T i_E,t& CiiCode:

REVIEW BY • FICEOF COUNSEL (ALL ACTIONS EXCEEDING $150,000)

Organization:

Phone'

Code:

fl APPROVAL REQUIRED BY COMPETITION ADVOCATE FAR 8.405-6(d)(2): For a proposed order or BPA with an estimated value exceeding $650,000, but not exceeding $12.5 million, the justification must be approved by the competition advocate of the activity placing the order.

D FAR 16.505 (b)(2)(il)(C)(2) For a proposed order exceeding $650,000, but not exceeding $12.5 million, the justification must be approved by the competition advocate of the activity placing the order.

Title: Phone:

Organization:

Code: