JA.pdf

DEPARTMENT OF THE TREASURY

SF 1013 - JUSTIFICATION & APPROVAL FOR FAR SUBPART 13.5 SOLE SOURCE

(INCLUDING BRAND NAME) ACQUISITIONS

Treasury Standard Form – 1013 (Rev 5/18)

Prescribed by Treasury: DTAP 1013.501

Tracking No.

1. Identification of the requiring activity and the contracting activity:

The requiring activity is Library Services/Workplace Services/Office of Management and the contracting activity is Office of Management.

2.a Nature and/or description of the action being approved:

The planned action is a sole source award to CCH Incorporated for the VitalLaw online services. The need date for these items is 1/1/2025. The base period of performance will be for 1/1/2025 – 12/31/2025, with four 12-month option periods.

2.b Name of the vendor. CCH Incorporated 2.c Requisition No.: 6149 2.d Bridge contract: Yes No 2.e Brand name: Yes No 3.a A description of the supplies or services required to meet the agency’s needs:

Banking and Consumer Finance Law Suite, Commodity Futures Law Reporter, Federal Securities Law Report Plus Primary, FINRA VitalLaw, MSRB Manual, SEC Filings and No Action Letter News Bundle, and 401K Answer Book Pension VitalLaw.

3.b Includes IT: Yes No 3.c IGCE/Estimated dollar value: The total cost estimate is $731,963 for the base and four option years.

4. Identification of the authority being used (Check the box that applies):

41 U.S.C. 1901 – Simplified acquisition procedures.

41 U.S.C. 1903 – Special emergency procurement authority.

5. A demonstration that the proposed contractor’s unique qualifications or the nature of the acquisition requires use of the authority cited:

CCH Inc., a Wolters Kluwer company, is the sole source for the CCH VitalLaw Banking and Consumer Finance Law online service, which provides access to electronically searchable and retrievable contents, including FDIC, FFIEC, FRB, OCC, and SEC laws, regulations, forms, municipal securities, NASO date, all via one single sign-on service available via the OCC intranet. These online banking libraries contain information that is proprietary to CCH and cannot be purchased from another vendor. This content is provided through a unique copyrighted search and retrieval platform that allows flexible searching, side-by-side comparison, and customizable displays.

6. A description of efforts to ensure that offers were solicited from as many potential sources as is practicable, including whether a notice was or will be publicized as required by FAR subpart 5.2 and, if not, which exception under FAR 5.202 applies:

The Library COR had discussions with other librarian colleagues amongst the financial regulatory agencies and performed internet research in the process of verifying that VitalLaw Banking and Consumer Finance Law is only available from one manufacturer, CCH Incorporated, and its material is proprietary, copyrighted content that is not available through resellers, only available via licensed use only. No other publisher is in the market with an offer of all these services that is referenced above. A Notice of Intent to award a sole source contract to CCH, Inc. will be posted on SAM.Gov, as required by FAR part 5.2. All interested parties will have the opportunity to contact the OCC should they be interest in responding to the notice.

7. A determination by the contracting officer 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.

Treasury Standard Form – 1013 (Rev 5/18)

Prescribed by Treasury: DTAP 1013.501

Tracking No.

8. A description of the market research conducted (see FAR part 10) and the results or a statement of the reason market research was not conducted:

Market research was conducted by the Program Office between March and May 2024. The results of the market research supported the Government’s determination to obtain these services under a sole source basis.

9.a Any other facts supporting this justification:

N/A 9.b Attachments: Yes No

10. A listing of sources, if any, that expressed, in writing, an interest in the acquisition:

N/A

11. A statement of the actions, if any, the Requiring Activity or Contracting Activity may take to remove or overcome any barriers to competition before any subsequent acquisition for the supplies or services required:

The Contracting Activity will continue to search the marketplace for potential sources by holding industry days; publishing acquisition forecasts; and attending vendor exhibits at professional conferences.