JA HVAC Redacted.pdf

Personnel Recovery HC-130J Flight Simulator Monaco

JUSTIFICATION AND APPROVAL (J&A)

FOR OTHER THAN FULL AND OPEN COMPETITION

1. Contracting Agency: US Army Corps of Engineers, Louisville District, PO Box 59, Louisville, KY 40201-0059

2. Description of the Action: Section 888(a) of the Fiscal Year 2017 (FY17) National Defense Authorization Act (NDAA) (Pub. L. 114-328) requires competition on Department of Defense contracts not be limited through the use of brand name or equal descriptions or proprietary specifications or standards, in solicitations, unless a justification is approved in accordance with 10 USC 2304(f). In accordance with DASA(P) Alert 19-108, Brand Name or Equal requires justification for “or equal” descriptions. Approval is requested to indicate that the brand-name or equal products identified in the solicitation for heating, ventilation, and air-conditioning (HVAC) are used as the basis of design on a new construction contract action to construct a new one-story, 18,170 sf, steel structure to house two new flight simulators and associated devices for the training of US Air Force flight crews are justified on a brand-name or equal basis. The firm-fixed-price construction project is funded with Air Force Reserve Military Construction (MILCON) funds. The plans and specifications indicate the standard of quality required and the make and model used as basis of design and are only listed because it is necessary to complete a 100% construction designs necessary for a Design-Bid-Build solicitation.

3. Description of Supplies/Services or Nature of Construction: The construction contract requires the construction of a new one-story, 18,170 sf, steel structure to house two new flight simulators and associated devices for the training of US Air Force flight crews. The contract also includes associated site work and utility infrastructure upgrades to support the new facility. Substantial completion of the construction is expected by May 2023. The construction contract estimate is approximately .

The estimated value of HVAC equipment and materials with basis of design indicated is approximately . The design includes twenty-seven (27) separate instances where Brand- Name or Equal identification is made for HVAC Materials, with an aggregate value of approximately

. See Attachment 1 for a complete list of items, manufacturer, and estimated cost of all items which have a Brand Name indicated to provide offerors insight to the quality of product expected for the design and to aid in understanding the features included for estimating cost bid items.

4. Authority Cited: The statutory authority permitting sole sourcing for this acquisition is 10 USC 2304(c)(1) as implemented by FAR 6.302-1, Only one responsible source and no other supplies or services will satisfy agency requirements. In accordance with Defense Federal Acquisition Regulation (DFARS) 206.302-1(c)(2) and section 888(a) of the NDAA for FY17 (Pub. L. 114-328), this J&A is required in order to use brand name or equal descriptions.

5. Reason for Authority Cited:

a. Background. The Patrick SFB Personnel Recovery Flight Simulator facility is subject to severe weather to include hurricanes and associated flooding. Due to the critical nature of its training operations, the facility requires should remain operational to the maximum extent possible.

b. Justification. It is industry standard practice, while designing intricate mechanical and HVAC systems, to base the design around products that meet the needs of the project based on the standard of quality required and the make and model used as basis of design. As the general note that is prominently displayed on the schedule sheets indicates, the contractor is free to use any product which meets the government’s minimum requirements and are not in conflict with other contract provisions, and that other manufacturers may be substituted as long as the standard of

Personnel Recovery HC-130J Flight Simulator Monaco quality and characteristics of the substituted manufacturer meet or exceed the standard of quality and characteristics of the basis of design. Because each manufacturer’s product has slightly different characteristics (i.e. dimensions), to achieve a 100% design within a reasonable amount of time it is necessary to use one product as the basis of design. To not do this would leave such ambiguity in the design that it would not have sufficient detail necessary to complete the contract. We are not at all attempting to limit competition, but rather are simply being “up front” about this essential facet of the design process.

c. As all the components of a system must work together and function as a system, the basis of design of each individual component may change based on substitution. The standard of quality must remain the same as the USACE design.

In addition to a functional system, the products used as the basis of design for the subject project also fit within a specific footprint.

Competition is only limited to the extent necessary to meet the government legitimate needs of this project. Contractors are free to use any product which meets the government’s minimum needs.

As indicated on the plans and specifications “all listed manufacturers are the basis of design. Other manufacturers may be substituted as long as the standard of quality and characteristics of the substituted manufacturer meet or exceed the standard of quality and characteristics of the basis of design. Reference FAR clause 52.236-5, Material and Workmanship.

The Materials and Workmanship clause reiterates this point: “References in the drawings and specifications to equipment, material, articles, or patented processes by trade name, make, or catalog number, shall be regarded as establishing a standard of quality and shall not be construed as limiting competition.” The Contractor may, at its option, use any equipment, material, article, or process that, in the judgment of the Contracting Officer, is determined to be equal through formal evaluation comparison against the specified salient characteristics as provided by the written specifications for each piece of equipment, material, article or process.

Because each manufacturers’ product has slightly different specifications, to achieve a 100% design, it is necessary to use one product (in each of the 27 instances here it is necessary) as the basis of design. This is because to achieve 100% design, you must consider factors such as mounting bolt locations, electrical requirements, enclosure dimensions, and exhaust alignments, as examples and among others. While similar, these elements vary among manufactures and not utilizing one component as the basis of design would leave such ambiguities in the design that it would not have sufficient detail necessary to compete a Design-Bid-Build contract.

d. Alternatives. The only potential alternative would be to convert the procurement into a design-build procurement without complete designs. Utilizing a basis of design as assumptions is a critical component of designing complete, functional mechanical and electrical systems. It is impossible to fully design a system to meet requirements without assumptions of specific equipment specifications.

The alternative to providing assumptions of equipment and the make and model of the basis of design is to solely list the standard of quality and all characteristics whereby the Contractor can design their own system.

e. Impact. Providing the make and model of equipment used as the basis of design is an industry standard necessary to complete a 100% design needed for a Design-Bid-Build procurement. Design- Bid-Build procurements ensure that the government has maximum control over the design of the requirement and maximize competition amongst offerors. If the basis of design elements here were not permitted to be used, it would effectively limit the ability of the government to control the design and impact competition.