Sole_Source_Justification_-_TeamMate_AM_Software.pdf

Procurement Action Type:

Requisition Number: RQ-35-15-000346

Contractor Name or Brand Name Product:

Wolters Kluwer Financial Services, Inc.

3. DESCRIPTION OF THE SUPPLIES OR SERVICES REQUIRED TO MEET THE AGENCY’S NEEDS

Contract Number:

Total estimated value: $120,000.00

2. DESCRIPTION OF THE ACTION BEING APPROVED

SOLE SOURCE JUSTIFICATION

(FOR SAP PROCUREMENTS)

Contracting Organization: Pension Benefit Guaranty Corporation (PBGC) / Procurement Department (PD)

1. AGENCY AND CONTRACTING ACTIVITY

Supplies or services to be procured:

PBGC proposes to make a direct award to Wolters Kluwer Financial Services, Inc.

for TeamMate Audit Management (AM) software licenses, maintenance and related training. The specific services are listed below.

1. 25 new TeamMate AM Licenses

2. 25 TeamMate AM License renewals

3. One-time Training Session

4. Champion Services

Supplies: Quantity and estimated value of each item to be procured:

or Services: Period of performance and estimated value of each service to be procured:

Period of Performance (Base Period): 9/19/2015 - 9/18/2016 Period of Performance (Option Period 1): 9/19/2016 - 9/18/2017

TBD

revision date 09/01/2015 older versions are obsolete and should not be used 09/04/2015

Authority for this Sole Source procurement:

FAR Subpart 13.106-1(b)(1) - Only one source (including brand name product) is deemed reasonably available to provide the required supplies or services and the cost/price is at or below the SAT.

FAR Subpart 13.106-1(b)(2) – The required supplies or services are commercial items, only one source (including brand name product) is capable of satisfying the Agency’s requirement, and the cost/price exceeds the SAT.

FAR Subpart 13.5 – Test Program for Certain Commercial Items.

5. DEMONSTRATION THAT THE CONTRACTOR’S UNIQUE QUALIFICATIONS OR THE NATURE OF THE

ACQUISITION REQUIRES THE USE OF THE AUTHORITY CITED

Not applicable to Sole Source procurements at or below the SAT

Wolters Kluwer Financial Services, Inc. is uniquely able to fulfill this requirement because it is the owner and has full right and title to license the TeamMate Audit Management software package. This software enables PBGC to move towards a paperless environment and bring efficiencies to its planning, testing, review, reporting, and archival processes for the plan asset evaluations of PBGC's trusteed pension plans. Furthermore, the TeamMate software is an auditing tool that focuses on the entire auditing process. Buying one software that focuses on the entire auditing process is more advantageous to the government than buying several different types of software.

The TeamMate software is already in use by multiple departments within PBGC, and changing the software would be cost prohibitive, time consuming, and would increase performance risk to the agency by potentially delaying ongoing audit activities.

4. AUTHORITY PERMITTING SOLE SOURCE PROCUREMENT

Determinstion:

A determination that the cost/price is fair and reasonable will be made by the Contracting Officer before the contract action is issued.

Identify the actions that will be taken to provide the basis to be used for making the cost/price fair and reasonableness determination:

7. DETERMINATION BY THE CONTRACTING OFFICER THAT THE ANTICIPATED COST TO THE

GOVERNMENT WILL BE FAIR AND REASONABLE

The contracting officer will determine price fair and reasonableness utilizing the technique(s) outlined in Federal Acquisition Regulation 13.106-3(a)(2).

6. DESCRIPTION OF EFFORTS MADE TO ENSURE THAT QUOTATIONS ARE SOLICITED FROM AS

MANY POTENTIAL SOURCES AS PRACTICABLE

Not applicable to Sole Source procurements at or below the SAT

8. DESCRIPTION OF THE MARKET RESEARCH CONDUCTED AND THE RESULTS, OR A STATEMENT

OF THE REASON MARKET RESEARCH WAS NOT CONDUCTED

Not applicable to Sole Source procurements at or below the SAT

9. ANY OTHER FACTS SUPPORTING THE USE OF SOLE SOURCE

Not applicable to Sole Source procurements at or below the SAT

Not applicable to Sole Source procurements at or below the SAT

11. A STATEMENT OF THE ACTIONS THE AGENCY MAY TAKE TO REMOVE OR OVERCOME ANY

BARRIERS TO COMPETITION BEFORE MAKING ANY SUBSEQUENT ACQUISITION FOR THE

SUPPLIES OR SERVICES REQUIRED

Not applicable to Sole Source procurements at or below the SAT

10. LISTING OF SOURCES, IF ANY, THAT EXPRESSED, IN WRITING, AN INTEREST IN THE

ACQUISITION

Name (Competition Advocate)

Signature Date

I approve this Sole Source Justification Justification exceeds $650K but does not exceed $6.5M

13. CONTRACTING OFFICER’S CERTIFICATION AND APPROVAL

Signature

Name (Contracting Officer)

Signature Date

I hereby certify that this Sole Source Justification and all supporting data are accurate and complete to the best of my knowledge and belief.

12. TECHNICAL OR REQUIREMENTS PERSONNEL CERTIFICATION

14. COMPETITION ADVOCATE’S APPROVAL

Date

I hereby certify that this Sole Source Justification and all supporting data are accurate and complete to the best of my knowledge and belief.

Justification does not exceed $650K - I approve this Justification.

Justification exceeds $650K

Name (Program Office/COR)