REDACTED.pdf

Control No. 2013-7

PROCUREMENT SENSITIVE INFORMATION – SEE FAR 2.101 AND 3.104

FOR OFFICIAL USE ONLY

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JUSTIFICATION AND APPROVAL

FOR OTHER THAN FULL AND OPEN COMPETITION

(Actions NTE $650K for other than Simplified Acquisition Procedures)

1. Agency/Contracting Activity: MICC-Fort Knox

2. Description of Action:

Nature: X New Requirement Follow-on Requirement Mod to Existing Purchase Order/Contract Number

Pricing: X Firm-Fixed Price Time & Materials Cost

Funds: X OMA Other Funds:

Name of Proposed Contractor(s): Winning Mind (CAGE Code 1URW1) Street Address: 1010 University AVE City, State, Zip: San Diego, CA 92103-3398 Phone: 619-497-0156

3. Description of Services or Supplies:

a. The total estimated value of the proposed requirements-type contract (RTC) with a base period and four-one-year option periods action is $500,000. (GFEBS PR 0010250044-0001;

SAF FY2013.)

b. The Attentional and Interpersonal Style (TAIS™) inventory is a web-based psychological assessment tool utilized by the OCP/Center One for all Recruiting and Retention School students and US Army Recruiting Command (USAREC) field personnel. New and historical data provide personalized feedback to station commanders and the OCP as part of the ongoing USAREC Leader Development Program. The following table sets forth each period’s quantities (i.e., minimum and maximum)

MINIMUM

MAXIMUM

PR LINE QTY U/I UP EXT AMT

PR LINE QTY U/I UP EXT AMT

0001 1000 EA $25.00 $25,000.00 0001 4000 EA $25.00 $100,000.00

1001 1000 EA $25.00 $25,000.00 1001 4000 EA $25.00 $100,000.00

2001 1000 EA $25.00 $25,000.00 2001 4000 EA $25.00 $100,000.00

3001 1000 EA $25.00 $25,000.00 3001 4000 EA $25.00 $100,000.00

4001 1000 EA $25.00 $25,000.00 4001 4000 EA $25.00 $100,000.00

5000 $125,000.00 20000

$500,000.00 teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight

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4. Authority: The statutory authority is 10 U.S.C. 2304(c)(1), FAR 6.302-1, Other Than Full and Open Competition—Only one responsible source and no other supply or services will satisfy agency requirements.

5. Reasons for Authority Cited:

a. During development of this requirement’s price estimate for a web-based assessment tool, it was determined the TAIS™ inventory is commercially available on the open market through authorized resellers of the TAIS™ copyright holder—Enhanced Performance System (EPS).

The founder and CEO of EPS and developer of the TAIS™ Inventory is Robert M. Nideffer, Ph.D. Based upon EPS data the TAIS™ Inventory “is a 144 item questionnaire assessing concentration and communication skills, and various procedures used to improve those skills…and is utilized around the world by professional service providers to identify and train individuals who must consistently perform at high levels under challenging conditions.”

b. As of 11 December 2012, the MICC-Fort Knox Contract Specialist (Teresa Simpson) received verification from EPS’ Mr. Richard J. Dawes (rdawes@epstais.com;

(http://www.enhanced-performance.com/) that EPS has three authorized resellers: Winning Mind, Rembisz & Associates, and Multi-Health Systems, Inc. Enhanced Performance Systems identified Winning Mind as its exclusive and sole distributor of TAIS™ products to Military and Emergency Services organizations.

c. Based upon EPS being the trademark and copyright holder for the TAIS™ Inventory and its authorized military reseller is Winning Mind, this follow-on contract for a sole source action will avoid duplication of costs not expected to be recovered through competition; and in fact, create unnecessary and unacceptable delays to the government. For example: Between FY 2002 and 2012, USAREC expended $995,450. for TAIS™ products. As described with the following table: The unit price has remained constant at $25.00. Based upon USARECs (Mary C. Halterman, Chief, Procurement Branch, G4/8), market research, it perceives the expected price for—100+ quantities—to remain stable throughout any resultant contract period.

Whereas, an authorized reseller’s open market, corporate price is estimated at $60. If the government were to acquire the: minimum total quantity of 5K/EA, it would realize a savings of $175K (58.33%); and maximum total quantity, it would realize a savings of $700K (58.33%).

WINNING

MIND’s

PRICING

UNIT

PRICE

MINIMUM

TOTAL

QUANTITY

MINIMUM

EXTENDED

AMOUNT

MAXIMUM

TOTAL

QUANTITY

MAXIMUM

EXTENDED

AMOUNT

Government $25.00 5000 $125,000.00 20000 $500,000.00 Corporate $60.00 5000 $300,000.00 20000 $1,200,000.00

-$35.00

-$175,000.00

-$700,000.00 -0.5833

-0.583333333

-0.583333333

58.33% mailto:rdawes@epstais.com http://www.enhanced-performance.com/ teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight

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6. Actions to Increase Competition:

a. In accordance with FAR 6.305(a)—Availability of the Justification, the agency shall make publically available the justification required by FAR 6.303-1 as required by 10 U.S.C. 2304(1) and 41 U.S.C. 253(j); and as indicated within the MICC Desk Book’s paragraph 6.305(200)— Availability of the FAR 6.302-1 justification, a copy of the legally-reviewed/redacted justification will be made available for public inspection within 14 days after contract award using the ASFI interface to the Federal Business Opportunities website.

b. This requirement is sole source because of proprietary data being used by USAREC for its leader development program.

7. Market Research:

a. During market research conducted by the contract specialist, the Small Business Administration’s Dynamic Small Business Search (SBA’s DSBS) search engine was used with the following criteria: NAICS Code 611430 + assessment tools. It resulted in the following 12 nationwide, small business concern profiles:

VENDOR CAGE

CODE

CITY/STATE CAPABILITIES NARRATIVE

Anautics, Inc. 1V9F9 Newcastle, OK Software Dev & Design, Web Design, Software Architect, DB Design, Algorithm, Data Mining, Training, C++,J2EE,TCL, Graphics Design, Shell, Scripting#, PHP, Fortran, Java, Lisp, Perl, .NET, Ruby, SQL, Access, SQL Server, Oracle, Stored Procedure, MySQL, Informix (e.g., Anautics Order Tracking System, Program Management Software, Intelligent Cross-Reference Data Tool, Assessment Tools, knowledge assessment tool, Single Sign-On Capability, Product Lifecyle Management (PLM) Tools)

Howerton Consulting, Inc 3TWC5 Durham, NC We specialize in developing business work environment that enhance focused productivity in the areas of: Leadership Development, Diversity Awareness; Organizational Assessment; and Relationship Building; Customer Service and Focused Intentional Coaching (e.g., Assessment Tools used: DiSC, Dimensions of Behavior; Human Patterns, Self Assessment Instrument; Myers-Briggs Type Indicator).

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QED Consulting, LLC 1VUH6 NY, NY None given.

Integrated Focus, Inc 4HRC2 Dallas, TX Leadership and organizational development to build & develop high performance leaders to improve performance and competitive edge, employee retention, and team building (e.g., 360 assessments tools, Coaching Plan, Communication workshops - DISC, Career Management, and Conflict Resolution tools and workshops, and presentation skills).

Ergonomic Consultant, LLC 4SP86 Antlers, OK Ergonomic Assessments, Quantitative Job Demands Analysis, Post Offer Screens, Risk/Hazard Analysis, Back Safety Training, Consultation, Functional Capacity Evaluations, Work Conditioning and Treatment of Injured Employees (e.g., We utilize the ErgoScience protocol and have peer reviewed, researched based, standardized assessment tools for Functional Capacity Evaluations. .

Renaissance Services, Inc.

DBA Insight Systems Consulting

62QX1 Colorado Springs, CO

Organizational assessment and Analysis, Employee assessment and development, talent selection and development, job benchmarking/analysis, scorecard development, performance appraisal, executive coaching, team building (e.g., Scorecard software, online assessment tools).

JAMA Enterprises DBA Strategic Consulting Partners

4ASJ8 Mechanicsburg, PA

A full service management consulting firm serving all sectors of business and government. Areas of specialty include: Strategic Planning, Operational Analysis, Marketing Analysis, Project Management, Organizational Development and Training (e.g., Copy written training materials customized for each client.

Copy written organizational and operational assessment tools used for strategic, organizational and operations planning).

Sukhchan Alliance LLC 3F7K2 Bethesda, MD CMMI based Process Improvement, SCAMPI Appraisals, Requirements Engineering & Mgmt, Data warehousing, Business Intelligence, IEEE standards, & Appraisals, teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight

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Technical Services, Program & Project Mgmt (e.g., CMMI Implementation, SCAMPI Appraisals, Acquisition Management, Systems & Software Eng, Database Designing Tools, Software Development Tools CMMI Assessment Tools, In House State of the Art Computer Lab & training facility).

Groupwyse Management Consulting

58R17 Bellevue, WA MOBIS, Management, Leadership, Training, Organizational Development, Strategic Planning, Quality Improvement, Team Building, Communications, Assessment Tools, Emotional Intelligence Profiles, Myers-Briggs Temperament Indicator (MBTI).

Gaibler Co Inc., The, 6ND30 Wilsonville, OR The Gaibler Corporation provides expertise in leadership, talent development & advancing organizational performance. We specialize in coaching, improving performance & customer satisfaction, staff training & development (e.g., Extensive HR library, OFCCP & EEOC approved on-line assessments, facilitating session tools, situational preparation of participant handouts & workbooks and business computer system).

Impact Training Systems Inc DBA Impact Consulting Services

3B1Q6 Springfield, VA

Consulting, customized training, mentoring programs and partnerships, leadership development, management development, team building, recruiting and retaining talent, assessment tools, organization development and organizational alignment.

California Academic Press, LLC DBA Insight Assessment

4GJC7 Millbrae, CA Critical thinking testing and reasoning skills assessment tools.

On-line and paper-and-pencil testing, scoring and statistical support. Leadership development, accreditation, teaching strategies and assessment consulting services (e.g., Educational Tests including:

California Critical Thinking Skills Test, California Critical Thinking Disposition Inventory, Test of Everyday Reasoning, Health teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight teresa.a.simpson Highlight

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Sciences Reasoning Test, CM3, Quant-Q).

Winning Mind1 1URW1 San Diego, CA Management, Leadership, TAIS™, Personality, Testing, Stress, Performance, Enhancement

b. As identified in paragraph 5 above, TAIS™ is a trademarked and copyrighted by EPS and Winning Mind has been identified as the sole authorized reseller to DoD.

8. Procurement History: Attached MS EXCEL Worksheet identifies purchase orders/contracts between FY 2002 and FY 2012 with Winning Mind with a total expenditure of $995,450.

9. Additional Information to support the justification.

a. Although USAREC has a continuing need for TAIS™ Inventory assessment products, future market research will take into consideration vendor’s within NAICS Code 611430 to determine whether vendor capabilities exist to provide comparable web-based psychological inventory assessment tools compatible with existing training materials, requirements, and improvements to the recurring professional development training conducted at USAREC’s Recruiting and Retention School/Center One and for its Station Commanders.

b. Using this requirement’s market research findings, a sources sought notice will be used when attempting to overcome barriers to competition.

c. If USAREC were unable to support a competitive acquisition, it will perform, document, and submit a business-case analysis supporting its future, long-term requirements.

10. Technical / Requirements Certification: I certify that the supporting data under my cognizance which is included in this abbreviated J&A is accurate and complete to the best of my knowledge and belief.

Submitted By: Gina Plegge Position Title (Division Chief or higher): Chief, Programs, Analysis & Acquisitions Division, USAREC

Email address: gina.plegge@usarec.army..mil

Signature: ______________________

1 The Winning Mind was added by CAGE Code Search, and its profile includes NAICS Code 541611 and 611430.

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11. Fair and Reasonable Price Determination: As contracting officer, I hereby determine that the anticipated cost to the government for this contract action will be fair and reasonable based upon established prices, procurement history, and price analysis IAW FAR 15.402 for an acquisition valued at less than $650K.

Submitted By: Sharon L. Crady Position Title: Contracting Officer/Team Leader Email address: sharon.l.crady.civ@mail.mil

12. Reviews:

a. I have reviewed this justification and find it sufficient:

Small Business Specialist

Submitted By: Theresa K. Jones Position Title: Small Business Specialist Email address: theresa.k.jones.civ@mail.mil

b. I have reviewed this justification and find it legally sufficient.

Legal Counsel (if value exceeds $150K)

Submitted By: John P. Hill Position Title: Contracts Attorney Email address: john.p.hill22.civ@mail.mil john.peter.hill Typewritten Text 22 Jan 13

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13. Contracting Officer’s Approval: I hereby certify that this justification is accurate and complete to the best of my knowledge and belief. Based on the foregoing, I approve this sole source justification subject to availability of funds, and provided that the services and supplies herein described have otherwise been authorized for acquisition.

Submitted By: Sharon L. Crady Position Title: Contracting Officer/Team Leader Email address: sharon.l.crady.civ@mail.mil

a. During development of this requirement’s price estimate for a web-based assessment tool, it was determined the TAIS™ inventory is commercially available on the open market through authorized resellers of the TAIS™ copyright holder—Enhanced Per...