Redacted_Limiting Competition Under SAT_Aegis.pdf

Control No: ==========

Version – February 2017 FOR OFFICIAL USE ONLY

Memorandum for Record – Limiting Competition at or below the Simplified

Acquisition Threshold

1. Contracting Activity: U.S. Army Contracting Command – New Jersey (CCNJ), Joint Armaments (JA), Picatinny Arsenal, NJ 07806-5000

2. Description of Action: Aegis Software add-ons to existing software (currently approved and in use)

Nature: New Requirement Follow-on Requirement

Contract Vehicle: Purchase Order Number _____TBD______________________

Blanket Purchase Agreement (BPA) Number _______________

Order/BPA# _______ against FSS Contract #_____ _________

Order #___________ against Multiple Award IDIQ Contract Name or #______________

Order #_______ against a single award IDC Contract

Modification # _______ to existing PO/TO/DO/Call Order

Pricing/Contract Type: Fixed Price Time & Materials/Labor Hours

Cost Reimbursable Hybrid

Funds: Operations & Maintenance, Army (OMA) Other Funds: ========

FY: ======

Name of Proposed Contractor(s) and Address:

AEGIS Software ========== Regional, Sales Manager =============== 220 Gibraltar Road, Suite 300 Horsham, PA 19044 Phone: ============ Email: ===============

Brand Name Buy: Yes No

3. Description of Services or Supplies:

The =========================================== has a need to purchase annual software license maintenance for FactoryLogix software application.

FactoryLogix provides ============================================

===========. The requirement is for software modules that will =============== ====================================. The software modules include: NPI Module, Logistics Module, Production Module, and Analytics Module.

The NPI Module =================================================== version that can be used by ============================================= ================. The Logistics Module will ============================.

The Production Module =============================. The Analytics Module

AEGIS Software is the only reasonable source that can provide the required software because this procurement is for add-on modules to software that is currently owned by that will be required to interact with software that is currently being used. Additionally, AEGIS Software has confirmed ======================= that it is the exclusive supplier of FactoryLogix.

The product must interface with the current AEGIS software and include interfaces to ==========================. The modules =========================== ================================. The supply is required =============== This is a software product so there are no delivery, distribution, locational, or unique requirements necessary.

The total value (inclusive of options) is ============== as broken out below.

Base Period: ============= to ============== Value: =========== Option Period 1: ============= to ============== Value: =========== Option Period 2: ============= to ============== Value: ===========

4. Authority:

FAR 13.106-1(b)(1): For purchases not exceeding the simplified acquisition threshold (SAT), only one source reasonably available, urgency, exclusive licensing agreements, brand name, or industrial mobilization.

Or

FAR 8.405-6(a)(1)(i)(B) and 8.405-6(b)(1)Brand Name

FAR 8.405-6(a)(1)(i)(A) Urgency

FAR 8.405-6(a)(1)(i)(B) Only One Source is Capable

FAR 8.405-6(a)(1)(i)(C) Logical Follow-on

Or

FAR 16.505(b)(2)(i)(B) Only One Awardee is Capable

FAR 16.505(a)(4) Brand Name

FAR 16.505(b)(2)(i)(A) Urgency

FAR 16.505(b)(2)(i)(C) Logical Follow-on

FAR 16.505(b)(2)(i)(D) Minimum Guarantee

5. Reasons for Authority Cited:

The brand name FactoryLogix software procurement is essential to meet ======== mission requirements, which provides benefits to ========================= ================. Currently, ========== utilizes FactoryLogix software, which is supplied by AEGIS Software. ======== has a need for FactoryLogix software modules that will expand upon the currently owned FactoryLogix software. These modules include a New Product Introduction (NPI) Module, Logistics Module, Production Module and Analytics Module. FactoryLogix is the only software available on the market that interfaces with the Government’s current FactoryLogix module and provides an all-in-one solution to multiple problems.

AEGIS Software is the only reasonable source that can provide the required software.

The Technical POC contacted numerous sales representatives within the industry and attended ============== Conference. The Technical POC reviewed similar software such as ===================================== as well as ============== ===. Both software suites provide ========================; however, neither of the software suites ================================================== ======================================= when compared to the AEGIS software. Additionally, AEGIS is =================== while the =============== software suites are ==================== and are designed for ============ ==============. Having ================= reduces the logistics of ==========

These software add-ons will allow the Government ========== ================ ========== and will allow for ========================. This will reduce the ======== ====================================================. These add-ons will also ====================================================

If the Government were to utilize a different software, the Government would have to purchase an entirely new software suite from a different source which would create unnecessary increased cost to the Government. The duplication cost is estimated approximately ======= as the Government would have to purchase multiple software packages in order to meet mission requirements. Furthermore, purchasing separate software packages =================================================

6. Publicizing Contract Actions: For FAR Part 13 actions, the public display and synopsis requirements of FAR 5.101 and FAR 5.203 do not apply due to the $ threshold, apply and will be followed, or do not apply due to an exception at 5.202(a)(10).

Requirement to post justification in accordance with FAR 8.405-6(b)(3), FAR 13.105(c), or FAR 16.505(a)(4)(iii)(A)

Action is NOT a brand name restriction and is under $150K, no posting required

Action is a brand name restriction, under $25K, no posting required

Action is a brand name restriction, over $25K. It will be redacted and posted with the solicitation.

Action is a brand name restriction over $25K but will not be posted due to exception:

FAR 6.305(f)

FAR 8.405-6(b)(3)(iii)(A)

FAR 8.405-6(b)(3)(iii)(B)

FAR 8.405-6(b)(3)(iii)(C)

FAR 16.505(a)(4)(iii(C)

7. Market Research:

Market Research was conducted during ===============================, and

============ by both ============================== as well as =========

===================================. The results of the Market Research showed that AEGIS Software is a small business and the only manufacturer, supplier, and seller of FactoryLogix software.

As part of the Market Research, the Technical POC contacted knowledgeable people within industry. The Technical POC contacted numerous sales representatives. These sales representatives were contacted as expert sales representatives with knowledge of the industry and possible solutions to the software requirement. The Technical POC contacted =============================== as well as ==========, a sales representative from ============ and ============, a sales representative from

===============================. ======== provided =============

=========================== the Government’s requirements and ========= indicated that ============================.

The Technical POC attended the ======== Conference from ===================

============== and talked with all relevant vendors that possess software capable of

Finally, the Technical POC received a ================================== confirmed that ===========================. A search for “FactoryLogix” was conducted ============== and the results confirmed that ===================

8. Other Facts: None.

9. Technical/Requirements Certification: I certify that the supporting data under my cognizance which are included in the justification are accurate and complete to the best of my knowledge and belief.

Typed Name: =================== Date: =================== Title: =================== Signature: ===================

10. Contracting Officer Certification/Approval:

I hereby determine that the anticipated cost or price to the Government for this contract action will be fair and reasonable based upon a price analysis.

I certify that this justification is accurate and complete to the best of my knowledge and belief, and that completing this purchase as a sole source is in the best interest of the Government. Additionally, I approve this justification to limit competition subject to the availability of funds and provided that the services or supplies herein described have otherwise been authorized for acquisition.

Typed Name: =================== Date: =================== Title: =================== Signature: ===================