Intent to Sole Source - Finadium Full Access Research Data Subscription

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Contract Opportunity

INTENT TO SOLE SOURCE

Finadium Full Access Research Data Subscription

#SS-OFR-26-046

The Treasury Common Services Center (TCSC), on behalf of The Office of Financial Research (OFR) and the Financial Stability Oversight Council (FSOC), intends to contract with Finadium LLC, 65 Stone Root Lane, Concord, MA 01742, on a sole source basis. There is no competitive vendor or regulatory agency that provides these datasets. The proposed Contractor developed and owns the propriety and patented hardware, software and algorithms that are used in these products and support the services specifically required for this acquisition; thereby the proposed source has the sole unique technical and other resources required for this acquisition.

The Office of Financial Research (OFR) and the Financial Stability Oversight Council (FSOC) require a subscription to Finadium Full Access Research Data, which contains information and independent analysis on micro and macro trends and news in the securities lending and securities repurchase agreement markets.

The data must minimally include:

• Detailed information and independent analysis on securities lending data. These data will include securities repurchase agreement (repo) markets that highlight micro and macro trends which include news updates.\


• Comprehensive information on the securities lending and repo market.


• Independent research on market conditions, surveys of market participants, news, issue-based conferences, and a quarterly newsletter. Securities lending and repos are classified as Securities Financing Transactions (SFTs).

The OFR and FSOC currently use the proposed contractor’s brand name product for their mission 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. In addition, the data is used in their mission to deliver an annual assessment of the state of the U.S. financial system, as required by the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010.

Pursuant to its mandate, the OFR is interested in pursuing access to current scholarly and professional publications on risk in the financial marketplace for securities lending agreements and securities repurchase agreements. OFR and FSOC require access to news and research from an objective source on conditions and trends in the securities lending market and securities repurchase agreement (repo) market trends. In securities lending repurchase agreements (repos) are financial contracts in which one party sells a security to the other with the promise to repurchase it at a later date for a previously specified price. To further study this secondary market in securities lending, the OFR requires independent reporting, analysis, and research from a neutral source not tied to an interested party such as a hedge fund or a trade association.

The period of performance for the purchase order is anticipated to be one 12-month base period with four 12-month options.

The total estimated value of this purchase order will not exceed the simplified acquisition threshold.

NO SOLICITATION IS AVAILABLE. A request for more information, or a copy of the solicitation, will not be considered an affirmative response to this Special Notice. Telephone responses or inquiries to this Special Notice will not be accepted.

Fiscal Service will consider written responses received no later than 07/24/2026 Responses must be submitted electronically to purchasing@fiscal.treasury.gov, Finadium/Attn: AM - KZ. Responses must include sufficient evidence that clearly shows your company is capable of providing the content described in this notice. Responses received will be evaluated; however, a determination by the Government not to compete the proposed procurement based upon responses to this notice is solely within the discretion of the Government. If no written response is received by the aforementioned deadline that clearly demonstrates an ability to meet all requirements, and that is more advantageous to the Government, Fiscal Service will make award on a sole source basis to Finadium LLC. Qualified Contractors must provide the following:

1. The name and location of your company, contact information, and identify your business size (Large Business, Small Business, Disadvantaged Business, 8(a), Service Disabled Veteran Owned Small Business, HUBZone, etc.). Please ensure contact information includes the name of the point of contact, email address, and telephone number, should the Government have questions regarding individual responses.

2. UEI Number.

3. Specific details of the product(s) that your company offers in regards to this notice.

4. Whether your content is available through a Government contract vehicle or Open Market.

5. A brief capabilities statement (not to exceed 5 pages) that includes a description of your company's standard line of business, as well as a list of customers to whom your company currently provides the specific required content.

The following file extensions are not allowable and application materials/data submitted with these extensions cannot be considered:

.bat, .cmd, .com, .exe, .pif, .rar, .scr, .vbs, .hta, .cpl, and .zip files.

Microsoft Office and Adobe compatible documents are acceptable.

No other information regarding this Special Notice will be provided at this time.

The period of performance for this action is to be one (1) twelve-month base period with four (4) 12-month option periods with a Period of Performance of 07/31/2026 – 07/30/2031. Fiscal Service may consider information received no later than 12:00pm. EST on Friday, July 24, 2026, submitted to purchasing@fiscal.treasury.gov, Finadium/Attn: AM - KZ.

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