J&A6.302-1SPE7MX18RX041.pdf

SPE7MX-18-R-X041

Source Selection Information – See FAR 2.101 and 3.104

JUSTIFICATION FOR OTHER THAN FULL AND OPEN COMPETITION

ORIGINAL

ADDENDUM (attach copy of original J & A for add-ons or revisions)

1. The Defense Logistics Agency, DLA Land and Maritime, is the contracting activity.

2. The action being approved is the acquisition of supplies on other than a full and open competition basis.

3. The supplies required to meet the using activity's needs are described as follows:

The subject solicitation is for a Single-NSN 5-year IDC project for DLA Land & Maritime CORE/Super KID NSN 4330-01-481-9949 (FILTER ELEMENT, FLUID) with an ADQ of 3373. This item is a commercially available filter element used to filter water from engine fluids used on various types of vehicles including the Army M-915 Series and Stake Trucks. The AMC/AMSC is 1/C with estimated values as shown below.

ICP: DLA Land & Maritime

ESTIMATED ADV:

ESTIMATED TOTAL VALUE (3-Year+ 2 Options):

MAXIMUM CONTRACT VALUE:

4. The statutory authority permitting other than full and open competition is:

(x) 10 U.S.C. 2304(c)(1) - Available from only one or a limited number of sources.

5. If restricted to the only source(s) of supply, include source(s) and CAGE code:

PARKER HANNIFIN (55752) and DAIMLER TRUCKS N.A. (64678)

The use of the authority cited in other than 10. U.S.C. 2304(c)(1) above:

(x) AMC 1. Suitable for competitive acquisition for the second or subsequent time.

The use of the authority cited is based on:

The NSN listed in Section #3 above is available only from the coded sources Parker Hannifin (55752) and Daimler Trucks N.A. (64678). The Government does possess some technical data for this item as drawings are referenced in the Item Description; however, those drawings are incomplete to permit the complete manufacture of the required item.

The Government’s lack of production knowledge, partial technical data, and/or data rights serves as Parker Hannifin and Daimler’s unique qualification requiring the use of other than full and open competition because these sources are the only sources that possess the data or data rights to produce this ESA approved item.

The data found in item #3 above notates an AMSC code for the NSN detailing the level of information the Government does possess. DLA Land and Maritime SAPD Product Specialist reviewed and confirmed the accuracy of the PID, AMC/AMSC, approved sources, and associated NSN data prior to solicitation. The approved source information for this NSN is as follows:

NSN ITEM APPROVED

CAGE COMPANY NAME APPROVED

PART#

4330-01-481-9949

FILTER

ELEMENT,

FLUID

55752 PARKER-HANNIFIN CORPORATION DBA S3226P

64678 DAIMLER TRUCKS NORTH AMERICA LLC N122 R50418

64678 DAIMLER TRUCKS NORTH AMERICA LLC ABP N122 R50418

The project NSN has an AMC/AMSC of 1/C which indicated that this part requires engineering source approval by the design control activity in order to maintain the quality of the part. Existing unique design capability, engineering skills, and manufacturing knowledge by the qualified source(s) require acquisition of the part from the approved source(s). If at least two sources are approved or if data is adequate for an alternate source to qualify in accordance with the design control activity’s procedures, AMCs 1 or 2 are valid.

Parker Hannifin (55752) and Daimler Trucks N.A. (64678) retain the data rights, manufacturing knowledge, or technical data that are not economically available to the Government, and the data or knowledge is essential to maintaining the quality of the part. An alternate source must qualify in accordance with the design control activity's procedures, as approved by the cognizant Government engineering activity. The qualification procedures must be approved by the Government engineering activity having jurisdiction over the part in the intended application. Only Parker Hannifin and Daimler possess the rights to the technical data/drawings and/or the data itself necessary to produce the required item.

6. Efforts to ensure that offers are solicited from as many sources as practicable are:

(x) The acquisition will be synopsized 15 days prior to solicitation issue.

(x) Dealers of the manufacturer will be solicited.

(x) Other. (Explain) Initial Sources Sought Notice posted to FedBizOps on 09/28/2017 and closed 10/05/2017 with ZBB issuing a second Sources Sought on 04/25/2018 and closing 05/03/2017.

7. I hereby determine that the anticipated cost to the Government will be fair and reasonable.

The basis for the Government’s fair and reasonable price determination is anticipated to be PPI based price analysis and/or the analysis of other than cost or price data such as informal cost break-downs and/or material invoices with final negotiated pricing reviewed in comparison with recent past buy history and publically available commercial pricing.

8. Market Research/Efforts to Obtain Competition:

Describe the market research conducted and the results.

Other market research efforts include: A review of the purchase history, coordination with the DLA Land and Maritime Small Business Office. Two (2) Sources Sought Notices were posted 09/28/2017 – 10/05/2017 by ZBB Branch and then 04/25/2018 - 05/03/2018 to FEDBIZOPS by the Acquisition Specialist of ZBB Branch with no responses received.

Market Survey [10 U.S.C. 2304(f)(3)(D)]:

A market survey was conducted on/during: 09/26/2017 to 04/26/2018.

Total number of vendors contacted: ___9_____.

Names of vendors contacted:

FYDA FREIGHTLINER (1B791), STEWART STEVENSON (3GMY8), SOUTHEAST

POWER (3L018), SUPPLYCORE (4V314), CAVANAUGH (5UY76), BADGER TRUCK

(06YZ5), MATHENY MOTOR TRUCK (019W6), PARKER HANNIFIN (55752), AND

DAIMLER TRUCK (64678).

Names of vendors providing survey responses: SUPPLYCORE (4V314) and SOUTHEAST

POWER (3L018).

Techniques used to conduct survey: _______Formal Market Survey, email and telephone.

Types of information requested: __________See Survey Results included_______________.

Summary of information received: See Survey Results included.

Information received regarding the commerciality of the item(s): See Survey Results

9. Additional facts supporting other than full and open competition are:

(x) Based upon the technical certification on file in DLA Land and Maritime-VEP technical data is not available and cannot be developed to permit full and open competition. The data presently available reflects the minimum needs of the Government.

10. A listing of sources, if any, indicating an interest in the acquisition is: SUPPLYCORE (4V314) and SOUTHEAST POWER SYSTEMS (3L018).

11. The following actions are being taken to identify additional sources:

(x) The solicitation contains DLAD Procurement Notes L04, “Offers for Part Numbered Items” and M06, “Evaluation of Offers for Part Numbered Items".

**On 04/26/2018 the Contracting Officer was advised by of DLA Land & Maritime Value Management (VEE) that they have identified Donaldson (18265) and Wix (79363) as possible commercial equivalent filters to Parker Hannifin (55752). Information is being collected and will be coordinated with the ESA’s which will take up to 90 days to rule on their approval or not. ZBB was advised to continue to procure from the current approved sources as it is uncertain if these commercial equivalents will be approved and do not hold-up any procurement actions.

No additional new approved sources are noted.

I/A/W the recent DFARS/DFARS PGI 206.303-2 changes dated 4/20/2015 concerning “Additional J&A requirements for noncompetitive follow-on acquisitions”, the current IDPO contract (SPE7MX15D5008) covering this material did not utilize a J&A and therefore a copy cannot be provided to assist the approval authority.

Market Research / Survey Summary

Market Survey Results: The market research for this project was conducted by the Acquisition Specialist with ZBB Branch attempting to conduct formal market surveys with approved sources PARKER HANNIFIN (55752), AND DAIMLER TRUCK (64678) and seven (7) known dealers of the approved sources as listed above in Section 8. Only authorized distributors SupplyCore (4V314) and Southeast Power Systems (3L018) responded with a completed survey and are summarized as follows.

1. SupplyCore (4V314) is a small business distributor located in Rockford, Illinois. Senior Proposal Coordinator returned a completed formal survey completed by Vice President to DLA on 10/02/2017 and a follow-up was completed by the Contracting Officer Scott D. Knowles on 04/25/2018 indicating the following key information.

i. SupplyCore is interested in a Long Term Contract

ii. Items are considered commercial.

2. Southeast Power Systems (3L018) is a small business distributor for manufacturer Parker Hannifin (55752) and is located in Orlando, Florida. Government Sales Support member returned a completed formal survey to DLA on 05/02/2018 indicating the following key information.

i. Interested in a Long Term Contract

ii. Items are considered commercial.

xiii

NSN: 4330-01-481-9949

CONTRACTING OFFICER CERTIFICATION

I hereby certify that the information contained in this justification is accurate and complete to the best of my knowledge.

__________________________________________ 2-8029_____________________ Contracting Officer Phone Date

Scott D. Knowles_____________________________ Typed name of Contracting Officer

Approval/Certification

I have reviewed and approve this justification. The estimated total value of the J&A is

Mary E. Couture Date DLA Land & Maritime - Competition Advocate

APPROVAL REQUIREMENTS

( ) Up to $700,000 Contracting Officer ( x ) $700,000 to $13,500,000 Competition Advocate ( ) $13,500,00 to $93,000,000 Head of the Contracting Activity (HCA) ( ) over $93,000,000 Senior Procurement Executive (AQ)

KNOWLES.SCOT

T.D.1251897480

Digitally signed by

KNOWLES.SCOTT.D.125189748

Date: 2018.05.10 14:29:46 -04'00' 5/10/2018

COUTURE.MAR

Y.E.1230253613

Digitally signed by

COUTURE.MARY.E.1230253613

Date: 2018.05.21 16:18:42 -04'00'