SF 1012 - 20340622A00006 (Redacted).pdf

DEPARTMENT OF THE TREASURY

LIMITED-SOURCES JUSTIFICATION

This acquisition is conducted under the authority of the Multiple Award Schedule Program (see FAR 8.401)

Treasury Standard Form – 1012 (Rev 5/18)

Prescribed by Treasury: DTAP 1008.405-6

Tracking No.

1. Identification of the agency and the contracting activity: The Bureau of Fiscal Service, on behalf of Community Development Financial Institutions Fund (CDFI Fund) - requires Operations & Maintenance (O&M) support for the CDFI Information Mapping System v.3 (CIMS3) built upon Cartegraph Systems LLC’s InVision product.

2.a Nature and/or description of the action being approved: The purpose of this limited-sources justification is to obtain approval to single-award a Blanket Purchase Agreement with Cartegraph Systems LLC, a small business, against GSA MAS Schedule Contract GS-35F-0490X.

2.b Name of the vendor: Cartegraph Systems LLC - XLFTN395HFC5 2.c Requisition No.: Funding will be made available at the BPA order level.

2.d Bridge contract: Yes No 2.e Brand name: Yes No 3.a A description of the supplies or services required to meet the agency’s needs: The CDFI

Fund requires Operations & Maintenance (O&M) support for the CDFI Information Mapping System v.3 (CIMS3). CIMS3 provides automated, web-based, geospatial, analytical, mapping, and reporting capabilities to support the CDFI Fund’s grant, loan, tax credit, and certification programs. CIMS3 is built upon Cartegraph Systems LLC’s InVision product. The CDFI Fund requires the InVision-based CIMS3 to fulfill business requirements related to application preparation, application processing, and compliance reporting for multiple CDFI Fund programs. These programs each have analysis and reporting requirements that CIMS3 is configured to support for both CDFI Fund employees as well as users external users (i.e., CDFI Fund applicants and recipients). Due to the evolving business needs of CDFI Fund programs, CIMS3 O&M must also include a sustainment/modernization task that addresses changes in business requirements, IT capabilities, and government-wide mandates (e.g., cloud-based offerings).

Additionally, in order to provide CIMS3 O&M, Cartegraph Systems LLC ensures that the existing

InVision functionality continues to support the CDFI Fund business processes. A selection of that functionality includes:

• Row level security for data and maps

• Automated geo-processing eligibility analysis by CDFI Fund program

• Map attachments to program application.

• Bulk address management and integration with other CFI Fund systems.

• User management capabilities.

3.b Includes IT: Yes No NAICS 541519 & PSC 7A21 3.c IGCE/Estimated dollar value: The IGCE is $723,801.24 inclusive of a base year plus four twelve-month option periods.

Base Year - 9/26/2022 – 9/25/2023 - $112,786.95 Option Year 1 - 9/26/2023 – 9/25/2024 - $116,170.56 Option Year 2 - 9/26/2024 – 9/25/2025 - $119,655.68 Option Year 3 - 9/26/2025 – 9/25/2026 - $123,245.35 Option Year 4 - 9/26/2026 – 9/25/2027 - $126,942.71 Total Contract Value: $723,801.24

This acquisition is conducted under the authority of the Multiple Award Schedule Program (see FAR 8.401)

4.a Identification of the authority being used (Check the appropriate box that applies).

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

FAR 8.405-6(a)(1)(i)(B) – Only one source is capable of providing the supplies or services required at the level of quality required because the supplies or services are unique or highly specialized.

FAR 8.405-6(a)(1)(i)(C) – In the interest of economy and efficiency, the new work is a logical follow-on to an original Federal Supply Schedule order or BPA provided that the original order or BPA was placed in accordance with FSS procedures in accordance with the applicable Federal Supply Schedule ordering procedures. The original order or BPA must not have been previously issued under sole-source or limited-sources procedures.

FAR 8.405-6(b) – Items peculiar to one manufacturer.

4.b Supporting Rationale: CIMS3 is essential to the operation of the CDFI Fund grant, loan, tax credit, and certification programs. CIMS3 is built on the Cartegraph InVision product; therefore, O&M for CIMS3 requires the capability to support the InVision product. Cartegraph Systems is the creator of the InVision product and is the only vendor from which federal organizations can purchase InVision products and support services.

5. A determination by the ordering activity Contracting Officer that the order or BPA represents the best value consistent with FAR 8.404(d): At the BPA establishment level, the Contracting Officer will evaluate Cartegraph Systems LLC quoted labor categories and labor rates to ensure they are listed on their GSA MAS Federal Supply Schedule contract, and that their quoted labor rates are not higher than the rates identified on their GSA contract, as well as other published and awarded contracts for similar services considering the quoted key personnel’s years of experience and education level.

At the BPA Order level, the Contracting Officer will engage the CDFI Fund's Evaluation Team’s expertise in evaluating the Cartegraph Systems LLC's price quotes to ensure that their pricing represents the best value to government in accordance with FAR 8.404(d) by having them first determine if the quoted labor mix and levels of efforts per task and corresponding deliverables are appropriate to successfully complete the work in comparison to the IGCE, for each BPA Order. The Contracting Officer will also ensure their quoted labor categories or services are identified on their GSA Schedule contract and that their quoted prices are not higher than what is listed on the BPA and their current GSA Schedule Contract. Lastly, the Contracting Officer will hold communications with the Cartegraph Systems LLC to address any pricing concerns until a best value determination is reached.

6. A description of the market research conducted among schedule holders and the results or a statement why market research was not conducted: Fiscal Service Procurement conducted market research in April and May of 2022. In accordance with FAR subpart 5.2, an intent to sole source was posted on SAM.gov on April 20, 2022, and the posting closed on May 11, 2022 with no responses from any vendors with an equivalent solution. April 20, 2022 and the posting closed May 11, 2022 no any vendors responded with an equivalent solution. Searches of federal and Treasury-mandated, and optional sources (GSA E-Library) resulted in no other sources being identified to fulfill this requirement. Additionally, Cartegraph provided a letter confirming they are the only vendor who provide the Operation & Maintenance (O&M) and additional enhancements to their system the Government requires. Cartegraph is a small business, and they have GSA MAS Schedule Contract #GS-35F-0490X through 07/19/2031.

This acquisition is conducted under the authority of the Multiple Award Schedule Program (see FAR 8.401)

10.c Head of the Procuring Activity or Authorized Designee (if over $13.5 million, but not exceeding $68 million) (Contracting Activity). I have reviewed this limited-sources justification and find it to be accurate and complete to the best of my knowledge and belief.

Therefore, unless additional approvals are required as prescribed below, as the head of the procuring activity or authorized designee, I hereby approve this limited-sources justification.

Name: N/A Date:

Signature:

10.d Treasury Chief Information Officer (for IT requirements that are over $68 million). I have reviewed this justification and find it to be accurate and complete to the best of my knowledge and belief, and representative of the Government’s need. Therefore, I hereby consent to the approval of this justification.

Name: N/A Date:

Signature:

10.e Senior Procurement Executive (if over $68 million) (Contracting Activity). I have reviewed this limited-sources justification and find it to be accurate and complete to the best of my knowledge and belief. Therefore, I hereby approve this limited-sources justification.

Name: N/A Date:

Signature: