Redacted_JOFOC_Redacted.pdf

As prescribed by FAR 6.3 10/2015

JUSTIFICATION FOR OTHER THAN FULL AND OPEN COMPETITION

(JOFOC)

FAR SUBPART 6.3

I recommend the use of other than full and open competition for the acquisition of the following supplies or services. If this acquisition is to be made with only one source or a limited number of sources, negotiations will be conducted with the indicated proposed supplier(s).

1. IDENTIFICATION OF THE AGENCY AND CONTRACTING ACTIVITY:

Requesting Activity: Internal Revenue Service (IRS), Office of Information Technology Enterprise Operations

Contracting Activity: Internal Revenue Service (IRS), Office of Procurement

2. NATURE/DESCRIPTION OF THE ACTION BEING APPROVED:

This is a Brand Name requirement to establish an order on a Firm-Fixed-Price basis for IBM Interactive System Productivity Facility (ISPF) z/OS licenses and maintenance. The IRS requires maintenance on existing licenses and the ability to purchase and obtain additional licenses.

3. DESCRIPTION OF SUPPLIES OR SERVICES

This requirement is to purchase on-going maintenance and additional ISPF licenses and maintenance for the Internal Revenue Service (IRS). The IRS currently owns ISPF licenses that are operational in the IRS environment; this order would allow for the purchase of maintenance and additional licenses.

See Attachment 1 for list of products

Period of Performance: Date of award through on/about June 1, 2016 plus 2 one year option periods

4. REQUISITION NO.

Q6Q10MSS76000

5. NAME(S) OF PROPOSED SOURCE(S)

International Business Machines Corporation 6710 Rockledge Drive Bethesda, MD 20817

DUNS: 835130485

6. COST ESTIMATE

Base:

CERTIFICATION OF TECHNICAL OR REQUIREMENTS PERSONNEL

I hereby certify that any supporting information and data provided, which form the basis for this justification, are accurate and complete to the best of my knowledge and belief.

7. PROGRAM OFFICE

(Requiring Activity) (Name & Title)

Chief, IBM z/VM z/Linux Support Section

(Signature) (Phone No.)

(Date)

5/10/2016

SMALL BUSINESS CERTIFICATION

I have reviewed this justification, including any attached documentation, if applicable, and concur X / do not concur with the findings.

8. SMALL BUSINESS

SPECIALIST

(Signature) (Phone No.) (Date)

PROCUREMENT OFFICE CERTIFICATION

> This requirement [ ] will, [ x ] will not, provide for a bridge contract I certify that this submission is accurate and complete to the best of my knowledge and belief. This certification will serve as approval, unless action exceeds $700K.

9. CONTRACTING OFFICER

(Name)

Brian Carper

(Signature) (Phone No.) (Date)

Before requesting this procurement, state one statutory authority for this procurement to be conducted under “other than full and open competition” procedures. Provide narrative justification associated with the respective state authority in block number 17.

7 5/10/16

Digitally signed by Z3DPB

PB,

.M.Carper@irs.

05.10 17:29:42 -04'00'

THE COMPETITION IN CONTRACTING ACT OF 1984 (P.L. 98-369)

(place “X” in appropriate box) 10.

X

41 U.S.C. 3304(a)(1), FAR 6.302-1– Only one responsible source; or brand name specification

11. 41 U.S.C. 3304(a)(2), FAR 6.302-2 – Unusual and compelling urgency

12. 41 U.S.C. 3304(a)(3), FAR 6.302-3 – Industrial mobilization, engineering, developmental, or research capability; or expert services

13. 41 U.S.C. 3304(a)(4), FAR 6.302-4 – International agreement

14. 41 U.S.C. 3304(a)(5), FAR 6.302-5 – Authorized or required by statute

15. 41 U.S.C. 3304(a)(6), FAR 6.302-6 – National Security

16. 41 U.S.C. 3304(a)(7), FAR 6.302-7 – Public Interest

17. JUSTIFICATION (ADD PAGES IF NEEDED)

A. DEMONSTRATION THAT THE PROPOSED CONTRACTOR’S UNIQUE QUALIFICATIONS OR

THE NATURE OF THE ACQUISITION REQUIRES USE OF THE AUTHORITY CITED.

The IRS deployed IBM RACF for z/VM and in order to realize this deployments full capabilities the IBM ISPF tool is required in order for the IRS to configure, harden and monitor the z/VM LPAR on the Masterfile Mainframe Computer (GSS-21). ISPF tool will also be used to interface with other security tools (ie z/Secure) to help monitor and protect the access of taxpayer data. IBM is the developer of the Operating System Software and also the RACF component and as a result only the ISPF product will properly interface with the OS and RACF.

IBM is the only vendor that has the ability and expertise to support the software for the purposes of maintenance services, including software update, enhancements, bug fixes, and standard technical support issues because the software is proprietary property of IBM. In addition IBM does not have any authorized resellers for ISPF, which is considered a special offering. A product change is not feasible as it would require a complete change to the IRS IT environment.

B. DESCRIBE THE EFFORTS TAKEN TO ENSURE OFFERS W ERE SOLICITED FROM AS MANY

POTENTIAL SOURCES AS IS PRACTICABLE, INCLUDING W HETHER A NOTICE W AS OR

WILL BE PUBLISHED AS REQUIRED BY SUBPART 5.2 AND, IF NOT, W HICH EXCEPTION

UNDER 5.202 APPLIES.

A notice of intent synopsis will be published on FedBizOpps (FBO). The original ISPF licenses notice of intent was also published on FBO in June 2015 and based on that posting no additional sources submitted a capability statement.

C. DETERMINATION THAT THE ANTICIPATED COST TO THE GOVERNMENT WILL BE FAIR

AND REASONABLE.

The Contracting Officer will determine the prices to be fair and reasonable based on applicable price analysis techniques.

D. DESCRIBE THE MARKET RESEARCH THAT W AS CONDUCTED AND THE RESULTS OF

THAT SURVEY. IF ACTIONS W ERE TAKEN BY PROCUREMENT PERSONNEL TO SATISFY

THIS REQUIREMENT SUCH AS A GPE SOURCES SOUGHT SYNOPSIS, PLEASE SPECIFY.

No other solutions were considered as this is the only software that will enhance the other IBM tools currently utilized.

However, market research was conducted via GSA to identify resellers, but based on communication with the OEM they do not allow resellers to offer special offerings, which include ISPF. In addition, based on the FBO posting for the initial procurement of ISPF licenses no source express interest.

E. DESCRIBE ANY OTHER FACTS TO SUPPORT THE JOFOC.

Not applicable

F. LIST SOURCES, IF ANY, THAT EXPRESSED, IN W RITING, AN INTEREST IN THE

ACQUISITION.

No sources expressed, in writing, an interest in the acquisition

G. LIST THE ACTIONS THE BUREAU WILL TAKE TO REMOVE OR OVERCOME ANY BARRIERS

TO PROMOTE THE COMPETITION ON ANY SUBSEQUENT ACQUISITIONS FOR SIMILAR

SUPPLIES OR SERVICES.

The Government will continue to search the market place for IBM ISPF authorized resellers that can meet the Government’s requirement.

H. STATEMENT THAT REQUIREMENT DOES NOT RESULT FROM A LACK OF PLANNING OR

THE EXPIRATION OF FUNDS.

The program office was aware of the requirement as this is an expansion of an existing requirement and submitted the request in a timely manner, before expiration of funds. This requirement is required to ensure the IRS maintains the ability to utilize IBM ISPF licenses currently owned with no interruption and procure additional licenses.

ADDITIONAL APPROVALS

O

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R

0,

18. BUREAU COMPETITION

ADVOCATE (Name & Title)

[ ] APPROVE

[ ] DISAPPROVE

R $1

3.

M

IL

LI

O

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19. HEAD OF THE

PROCURING ACTIVITY

OR AUTHORIZED

DESIGNEE (Name & Title)

[ ] APPROVE

[ ] DISAPPROVE

R

M

IL

LI

O N

20. SENIOR

PROCUREMENT

EXECUTIVE (Name & Title)

[ ] APPROVE

[ ] DISAPPROVE

(Signature) (Phone No.)

(Date)

NOTE: Each review must be preceded by lower level approval(s). e.g., over $68 million all approvals are required. IN NO CASE W ILL AN INDIVIDUAL SIGN MORE THAN ONE APPROVAL LEVEL.