SF 1009 - Redacted.pdf

DEPARTMENT OF THE TREASURY

SF 1009 - FAR 13.106-1(b) SOLE SOURCE JUSTIFICATION FOR

ACQUISITIONS AT OR BELOW THE SIMPLIFIED ACQUISITION THRESHOLD

Treasury Standard Form – 1009 (Rev 10/18)

Prescribed by Treasury: DTAP 1013.106(b)

1. Identification of the requesting activity and contracting activity.

The Office of Financial Research (OFR) is the requiring activity on behalf of the Financial Stability Oversight Council (FSOC); with Treasury Consolidated Services Center (TCSC) as the contracting activity.

2.a A description of the supplies or services required to meet the agency’s needs.

The mission of OFR and FSOC is charged with three primary purposes: to identify risks to the financial stability of the United States, to promote market discipline, and to respond to emerging threats to the stability of the U.S. financial system. The Financial Stability Oversight Council (“the Council”) brings together the expertise of federal financial regulators, state regulators, and an insurance expert appointed by the President. The Council promotes financial stability by collecting data, providing data to the Council and member agencies, standardizing types and formats of data reported and collected, performing applied research and essential long-term research, developing tools for risk measurement and monitoring, performing other related services, making the results of the activities for OFR available to financial regulatory agencies. The types of formats of data needed and authorized by the Dodd-Frank Act to be collected by the agencies are assembled by the use of the Infopro Digital software.

This data covers four main areas:

1. News and Analysis: In-depth intelligence across our four desks risk management, investing, regulation and markets.

a) Risk Management: Covering the measurement, modelling and management of financial risks. Reports on issues related to a range of risk types from the perspective of multiple financial institutions.

b) Markets: Coverage spans derivatives, interest rates, credit, FX and structured products, with a focus on OTC markets and related futures and cash activity.

c) Investing: They cover risk management, markets and regulation from the buy-side, tracking how asset managers and hedge funds model and manage investment risk for clients.

d) Regulation: Practical insight from regulators outlining their thinking behind directives, and from the banks themselves about how they are implementing, and reporting against, the latest regulations

2. Data and Benchmarking:

a) Risk Quantum: Tracks thousands of public data points, then highlights key insights.

b) Counterparty Radar: Assembles publicly disclosed regulatory data across 11 different instruments.

c) Risk Quantum Database: Database gives full access to the datasets, complete time series and export options.

d) Risk Benchmarking: Scrutinizes risk practices at a range of financial institutions.

3. Technical Content: We specialize in publishing books on financial risk management, derivatives, finance, banking, regulation, and related topics. These are available as part of Risk Management and Front office subscriptions packages.

The books offer deep, technical, and practical finance content, especially aimed at professionals in risk management, quantitative finance, and banking.

4. Peer to Peer Networking: networking of deep, technical, and practical finance content, especially aimed at professionals in risk management, quantitative finance, and banking. They are published in collaboration with leading industry practitioners and academics.

- The CRO Network creates a space where senior risk leaders can discuss complex challenges with peers who truly understand. Through regular virtual and in-person meetings tailored to

Prescribed by Treasury: DTAP 1013.106(b) your priorities, the Network offers fresh perspectives beyond your own organization.

-The package offers three main features:

a) CRO meetings; personalized calendar of meetings with CROs who have matching priorities.

b) Curated content; Content hubs pulling together the most relevant intelligence for you and unique previews of our benchmarking findings.

c) Subscription access; Risk management level access to Risk.net, including Risk Benchmarking.

Pursuant to its mandate, OFR is interested in pursuing a firm fixed-price contract with Infopro Digital Inc. for the purchase of the Sole-Source items described in section 3.a below.

The Period of Performance (PoP) is: 3/28/2026 - 3/27/2027.

2.b Name and business size of the vendor. InfoPro Digital, Inc. / 1000 employees 2.c Requisition No. 26PR-TDP-0140

3. IGCE/Estimated dollar value.

Price per user: $7,395.00 OFR Users – 12 @ $7,395.00 = $88,740.00 **Optional Users** 3 @ $7,395.00 = $22,185.00 FSOC Users – 3 @ $7,935.00 = $22,185.00 **Optional Users** 1 @ $7,395.00 = $7,395.00 Estimated Total Contract Value: $140,505.00

Base year only – options are not available at this pricing level

4.a Identification of the circumstances that preclude competition (Check the appropriate box that applies).

Urgency Exclusive licensing agreements Brand-name Industrial mobilization.

Other: Sole-Source 4.b Supporting information and facts (i.e. the details surrounding the requirement that supports the selection made in 4.a).

The Office of Financial Research (OFR) and the Financial Stability Oversight Council (FSOC) requires continued access to current scholarly and professional publications providing broad coverage on risk in the financial markets. The principal journals currently in use by OFR supporting active OFR research projects, monitors, and reports are published through the online portal of Risk.net and Waters Technology through InfoPro Technology.

The proposed acquisition is to acquire renewed annual subscriptions for Infopro Digital Inc.’s brand name dataset: Risk.net Premium; including Risk, Asia Risk, Energy Risk, Insurance Risk, Operational Risk & Regulations, Structured Products, and Hedge Fund Review or equal.

The proposed contractor developed and owns the propriety platforms and work efforts that are used in these products and support the services specifically required for this acquisition. The proposed source has the sole unique technical aspect and other resources required for this

Prescribed by Treasury: DTAP 1013.106(b) acquisition.

Risk.net premium provides reporting and analysis of the latest issues in the risk management and derivatives industry. With the exception of the continuously updated online feed for the Risk.net website, all of the following publications are available as online periodicals: Risk, Operational Risk and Analysis, Structured Products, Custody Risk, Energy Risk, Journal of Energy Markets, Journal of Financial Market Infrastructures, Journal of Investment Strategies, Journal of Operational Risk, Journal of Risk, and the Journal of Risk Model Validation.

5. Any other important information. An intent to Sole Source was posted to SAM.gov on 2/6/2026, closed on 2/19/2026 without any responses received.

6. Certifications and Approvals.

6.a Program Office certification (Requiring Activity). I hereby certify that the supporting information and data provided and which form the basis for this justification are accurate and complete to the best of my knowledge and belief.

Name: Thomas Fulton Date: fjfjfhkfhk

Signature: ;dlgkh;ldgk;kdg;lkdg;kd;glk 6.b Contracting Officer approval. In accordance with FAR 13.106-1(b)(1), as a warranted contracting officer, I hereby determine that the circumstances of the acquisition make only one brand-name or source reasonably available for the reasons provided above; therefore precluding competition and supporting the Government’s determination to solicit as a brand-name requirement or solicit and award to the vendor stated in section 2.b.

Name: Kara D. Zeigler Date: ehfjjfhjfhfhkfh

Signature: sfhglsfhglsfhglsfjgljsf;gjs;jf;sjf;sjf https://www.acquisition.gov/?q=/browse/far/13