SF 1009_Redacted.pdf

This is a Treasury Standard Form 1009 – a Sole Source Justification for an acquisition at or below the Simplified Acquisition Threshold under FAR 13.106-1(b).

The U.S. Department of the Treasury, Office of Intelligence and Analysis (OIA), seeks to award a firm-fixed-price purchase order to Oxford Economics USA, Inc. (classified as Other than Small Business) for brand-name economic modeling software and services. Requisition number 26PR-TDPDIR-0139 covers a twelve-month base period (08/01/2026 through 07/31/2027) with one twelve-month option period. The need date is 08/01/2026. The estimated dollar values for the base period, option period, and total are redacted in the document.

The justification identifies brand-name as the sole circumstance precluding competition. OIA requires Oxford Economics' customizable Global Economic Industry Model to support macroeconomic analyses of economic and financial topics affecting U.S. interests and policy. The model provides coverage of 85 core countries with the capability to add 108 additional countries, incorporates over 70,000 equations, and features monthly data updates from a team of over 550 economists. OIA notes that competing firms—including S&P Global, Fathom Consulting, Inform, and Moody's—offer either inferior geographic coverage, lack of direct user access to models, narrower sectoral analysis capabilities, or less frequent data updates. A notice of intent to award was posted on 07/01/2026 and closed on 07/10/2026, yielding three capability statement responses that were determined not to meet OIA's requirements.