Redacted_Sole Source -Brand Name Justification.pdf

DEPARTMENT OF THE TREASURY

SF 1009 - FAR 13.106-1(b) SOLE SOURCE JUSTIFICATION FOR

ACQUISITIONS AT OR BELOW THE SIMPLIFIED ACQUISITION THRESHOLD

Treasury Standard Form – 1009 (Rev 10/18)

Prescribed by Treasury: DTAP 1013.106(b)

1. Identification of the requesting activity and contracting activity. The requiring activity is the OCC’s Chief Counsel’s Office and contracting activity is OCC’s Acquisition

Management.

2.a A description of the supplies or services required to meet the agency’s needs.

The purpose of this sole source justification is to obtain approval to award a contract with

Practising Law Institute (PLI) for the purchase of “privileged membership program” which provides unlimited access to all of PLI’s live and online education offerings, including legal and business training programs, Webcasts, Groupcasts, Audio Briefings, SEC Institute

Forums, On-Demand Learning and Interactive Learning Center. The need date for these items is March 1, 2021. The period of performance is March 1, 2021 – February 29, 2024.

2.b Name and business size of the vendor. Practising Law Institute (PLI) / Large Business

2.c Requisition No. XX

3. IGCE/Estimated dollar value.

The estimated dollar value is XX for a three year period.

4.a Identification of the circumstances that preclude competition (Check the appropriate box that applies).

Urgency Exclusive licensing agreements Brand-name Industrial mobilization.

Other: Only one source reasonably available

4.b Supporting information and facts (i.e. the details surrounding the requirement that supports the selection made in 4.a).

PLI’s unique qualifications and the nature of the acquisition requires use of the authority cited as follows:

i. PLI developed and owns the propriety and patented hardware, software and algorithms that are used in these products and support the services specifically required for this acquisition; thereby the proposed source has the sole unique technical and other resources required for this acquisition;

ii. Chief Counsel’s Office currently uses PLI’s product. This brand name product supports the

Chief Counsel’s Office need for continuity of operations in support of providing quality training which allows OCC’s attorneys to remain active with Continuing Legal Education

(CLE) and Continuing Professional Education (CPE) requirements.

5. Any other important information.

The previous contract was a sole source award to PLI.

PLI is the sole provider of this type of service. No other product provides the same type of service.

Treasury Standard Form – 1009 (Rev 10/18)

Prescribed by Treasury: DTAP 1013.106(b)

6. Certifications and Approvals.

6.a Program Office certification (Requiring Activity). I hereby certify that the supporting information and data provided and which form the basis for this justification are accurate and complete to the best of my knowledge and belief.

Name: Date:

Signature:

6.b Contracting Officer approval. In accordance with FAR 13.106-1(b)(1), as a warranted contracting officer, I hereby determine that the circumstances of the acquisition make only one brand-name or source reasonably available for the reasons provided above; therefore precluding competition and supporting the Government’s determination to solicit as a brand-name requirement or solicit and award to the vendor stated in section 2.b.

Name: Date:

Signature:

https://www.acquisition.gov/?q=/browse/far/13

Treasury Standard Form – 1009 (Rev 10/18)

Prescribed by Treasury: DTAP 1013.106(b)