PetersonCAT_SSDetReq_Approved.pdf

SOLE-SOURCE DETERMINATION AND JUSTIFICATION

FOR SUPPLIES AND SERVICES

To: Designated Procurement Officer

Oregon Military Department

From: Camp Rilea Installations Division Oregon Military Department

Agency Analyst/Procurement Specialist: Corey Brech

Date: 11/15/2022

Re: Sole Source Determination pursuant to Oregon Revised Statute (ORS) 279B.075 and Oregon Administrative Rule (OAR) 125-247-0275

Part A

1. Authority to enter into a Sole-Source Contract: OAR 125-246-0170(2)(c)(H)

2. Estimated Total Value of Contract: $12,618.11

Peterson Machinery Co. Quote # 2112584-1 dated 10/13/2022 is referenced.

3. Subject of Contract: Parts and services by Peterson Machinery Co. to reseal the hydraulic hose-lines for the Caterpillar 518 Skidder at Camp Rilea Armed Forces Training Center.

Peterson is an Oregon company that engages in the business of renting, selling, and servicing

Caterpillar brand heavy machinery in Oregon, Washington, and California.

4. Background: This sole source justification applies to the purchase of:

Replacement parts and service to repair the Caterpillar 518 Skidder at Camp Rilea Armed Forces Training Center. This equipment requires non-routine major repair and maintenance work to reseal the hydraulic hose-lines. A Caterpillar certified dealer is the only viable vendor to perform the maintenance and repairs.

Peterson Machinery Co. is the exclusive Manufacturer’s Representative for genuine Caterpillar parts and services in Oregon, Washington, and California.

Peterson Machinery Co. has the territorial rights to repair and maintain Caterpillar equipment in our area. No other factory certified dealers are available.

5. Findings:

A. Market Research Overall Finding.

This market research supports that repairing the hydraulic hose-lines for the Caterpillar 518 Skidder requires the parts, components, installation and service must be through Peterson Machinery Co. A Caterpillar certified dealer is the only viable vendor to perform the maintenance and repairs. Peterson Machinery Co. has the territorial rights to repair and maintain Caterpillar equipment in our area. No other factory certified dealers are available.

And

B. Findings of Fact pursuant to OAR 125-247-0275(2) must include, at a minimum, one of the following:

1. Pursuant to OAR 125-247-0275(2)(a): Compatibility. Provide findings supporting your determination that the efficient utilization of existing goods requires the acquisition of compatible goods or services from only one source.

Peterson Machinery Co. is the exclusive Manufacturer’s Representative for genuine Caterpillar parts and services in Oregon, Washington, and California. This equipment requires non-routine major repair and maintenance work by a certified Caterpillar dealer to protect the equipment trade-in value and warranty.

2. Pursuant to ORS 279B.075 (2)(b): Exchange of Software or Data. Provide findings supporting your determination that the goods or services required for the exchange of software or data with other public or private agencies are available from only one source.

NA

3. Pursuant to ORS 279B.075 (2)(c): Pilot or Experimental Project. Provide findings supporting your determination that the goods or services are for use in a pilot or an experimental project.

NA

4. Pursuant to ORS 279B.075 (2)(d): Other findings that support the conclusion that Supplies and Services are available from only one source may include but are not limited to considerations of: unique design, availability, geographic location, exclusive authorized representative, cost of conversion, and warranty services.

The goods and services under this Sole Source memo are not available under DAS statewide price agreements, inmate labor, surplus, or any Oregon Forward Program Contractor.

A Caterpillar certified dealer is the only viable vendor to perform the maintenance and repairs.

Peterson Machinery Co. has the territorial rights to repair and maintain Caterpillar equipment in our area. No other factory certified dealers are available.

Approved By: ____________________________________________________________________ Sean McCormick, Designated Procurement Officer Date:

Oregon Military Department