A24 Redacted JA.pdf

Source Selection Information - FAR 2.101 & 3.104. Reset Form

Version 2.0 MAR 2024 Page 1 of 3

10/1/2026 thru 9/30/2027 176,709.6

DEFENSE FINANCE AND ACCOUNTING SERVICE

Contract Services Directorate

3990 E. Broad Street Bldg. 21

Columbus, OH 43213-1152 NOTE: To ensure form populates correctly, enter Estimated Value below under 3. prior to completing any other entries.

FAR 12 - Justification for Soliciting from a Single Source

SOLE SOURCE

Purchase Request #(s)

CONTRACTING ACTIVITY: DFAS Contract Services Directorate

1. REQUIRING ACTIVITY:

2. DESCRIPTION OF THE ACTION BEING APPROVED: Solicit a Sole Source requirement and award a Contract/Order.

3. DESCRIPTION OF SUPPLIES/SERVICES: This justification covers the acquisition of the following article(s):

The Required Delivery Date/PoP is: Estimated Value (include options): $ Option(s)

4. STATUTORY AUTHORITY PERMITTING OTHER THAN FULL AND OPEN COMPETITION:

FAR 12.102(a) For acquisitions valued at or below the simplified acquisition threshold (SAT), document the decision that only one source is available and the basis for the decision.

5. FOR FAR 13, UNDER SAT FAR 8.4 AND UNDER SAT 16.5 BUYS THIS SECTION IS N/A

6. RATIONALE JUSTIFYING USE OF CITED STATUTORY AUTHORITY

7. DESCRIPTION OF EFFORTS MADE TO SOLICIT OFFERS FROM AS MANY OFFERORS AS PRACTICABLE:

HQ0476622843

ESS-JJAHD

The scope of the contract is to obtain an agency subscription to a web-based financial service for one base year plus four option year

Accounting and Reporting work center (DFAS-IN/JJAHD) allowing access to the vendor’s interactive financial network. This network will provide real-time financial market data, analytics, and content to be used for investment of trust funds managed by the work center.

Only Bloomberg Finance L.P. (Bloomberg) provides the comprehensive analytical tools, and portfolio tracking at the level that can accommodate the vast size of DoD Trust Funds. Additionally, Bloomberg is the sole provider of concise information and analysis of and other data not available from any other service). Bloomberg provides several individual and aggregated forecasts from government and industry professionals, about future inflation/deflation that is used by the Investment Advisory Committee to make appropriate choices with regard to the assets they recommend be placed in the portfolio. The Government issued a Sources Sought Notice on the GPE from 2/11/2026 through 2/24/2026. This notice identified all required characteristics for the web-based financial services and received zero vendor interest.

Market Research determined that the requirement can only be provided by a single source

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8. A SHORT DESCRIPTION OF RESULTS OF RFI/BETA.SAM.GOV POSTING, OR MARKET RESEARCH CONDUCTED OR A STATEMENT

OF THE REASON NONE OF THE ABOVE ACTIONS WERE CONDUCTED.

9. LIST OF THE SOURCES THAT EXPRESSED A WRITTEN INTEREST IN THE ACQUISITION.

10. ANY OTHER FACTS SUPPORTING THE USE OF OTHER THAN FULL AND OPEN COMPETITION:

11. A STATEMENT OF THE ACTIONS, IF ANY, THE AGENCY MAY TAKE TO REMOVE OR OVERCOME ANY BARRIERS TO COMPETITION BEFORE ANY SUBSEQUENT ACQUISITION FOR THE SUPPLIES OR SERVICES REQUIRED.

In 2011, the DFAS Investment Advisory Committee (IAC) conducted comprehensive market research and concluded that Bloomberg and Eikon were the only platforms with adequate bond and Treasury analytics, leading to the adoption of Bloomberg web services.

Continued evaluation in 2019 found that Eikon lacked certain analytical capabilities for TIPS portfolios and portfolio stress-testing, which Bloomberg already provided.

In March 2026, further market research was conducted to identify and compare leading financial data providers. The research

Capital IQ and FactSet offer the most relevant features and data for those advising on intricate corporate transactions, such as mergers and acquisitions. In contrast, Bloomberg and Refinitiv Eikon focus on facilitating activities related to buying and selling securities, such as stocks and bonds. Market research showed that Bloomberg provides the most extensive and analytical support, especially in Treasury Inflation-Protected Securities (TIPS). **Eikon’s** TIPS does not offer advance scenario analysis, detailed attribution, risk modeling, and “what-if” analyses which is required for the Advisory board to make the best decisions with regards to assets in the portfolio.

None

There are no known actions. The Government requires this data to adequately manage the DoD Trust Fund and Bloomberg is the only service provider that has all required data. Another company would have to add these capabilities to allow for competition.

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Poe

DeNise

April Breck

12. DETERMINATION OF FAIR AND REASONABLE COST: The contracting officer will determine that the anticipated cost to the Government of the service/supplies covered by this justification will be fair and reasonable.

13. TECHNICAL/REQUIREMENTS REPRESENTATIVE CERTIFICATION:

I hereby certify that this justification is made in good faith, that the supporting data and information are accurate and complete to the best of my knowledge and belief, and that I would not be making this request if it were feasible to fully compete this requirement. I further certify that this request is not the result of lack of advanced planning or a desire to expend funds while those funds are still available.

Technical Reviewer

Name: Title: Director, Trust Funds Accounting Signature

Requiring Activity/Program Management Office Certification:

Name: Title: Signature

14. CONTRACTING OFFICER’S CERTIFICATION: I hereby certify that this justification is made in good faith, that the supporting data and information are accurate and complete to the best of my knowledge.

Title: Contracting Officer Name: Org. Code Signature

15. LEGAL SUFFICIENCY REVIEW:

Name: Signature

75520

POE.JONATHAN.1367375520

Date: 2026.04.01 08:36:20 -04'00'

91384591

DENISE.DANIELLE.R.1291384591

Date: 2026.04.01 08:39:01 -04'00'

E.1080840868