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Intent to Sole Source - Fathom Financial Consulting Limited

ID: SS-OIA-26-042 • Type: Special Notice • Match:  100%
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Description

Special Notice: Intent to Sole Source

Capital Flows Tracker
July 1, 2026
Contracting Office: Treasury Common Services Center (TCSC), 200 3rd St Parkersburg, WV 26101
SS-OIA-26-042

The Treasury Common Services Center (TCSC), on behalf of Office of Intelligence and Analysis (OIA), Office of Analysis and Production (A&P) and the contracting activity is IRS OITA, intends to contract with Fathom Financial Consulting Limited, United Kingdom, on a sole source basis. Fathom Financial Consulting Limited has services related to their proprietary Econometric modeling and scenario development Consultation Program. This information is proprietary in nature and is not available from other sources.

The proposed contractor's unique qualifications and the nature of the acquisition requires use of the authority cited as follows:

  1. Fathom Consulting's global macroeconomic forecast(s) allow customers to provide specific inputs/criteria for various forecast scenarios which can be input in their proprietary trackers (Capital Flows Tracker and Energy Transition Scores) and access to their proprietary databases (RiCArdo database) allowing users to track trade developments between countries.
  2. Their product suite allows use of their (proprietary) Financial Vulnerabilities Indicator Model for global financial crisis risk. Fathom Financials Services also include customer-focused conversations with experienced economists to better understand the interplay of economic theory, models, and current events. Additionally, Two of the their models were developed by and for the Intelligence Community (IC), such that affiliated services via these models focus on questions and countries that are of interest to the Intelligence Community rather than those that are of importance to general financial analysts or academic economists.
  3. Fathom Consulting services allows OIA economic analysts to answer policymakers' questions and provide early warning on economic and financial risk at country, region, and global levels by providing OIA with econometric skills not currently found in OIA's workforce. Their services would also allow OIA analysts to generate scenarios using Treasury's unique expertise.
  4. The Government currently uses the proposed contractor's brand name product at other Intelligence Community (IC) agencies, including CIA.

The period of performance for the purchase order/contract is anticipated to be one 12-month base period and four 12-month option periods.

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.

All responsible sources may submit a capability statement, proposal, or quotation, which shall be considered by the agency. Treasury Common Services Center will consider responses received no later than 07/10/2026. Responses shall be submitted electronically to starla.kalb@treasury.gov, SS-OIA-26-042 /Attn: Starla Kalb. Responses must include sufficient evidence that clearly shows your company is capable of providing the requirement 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, Treasury Common Services Center will make award on a sole source basis to Fathom Financial Consulting Limited.

NAICS: 541990

Product Service Code: R499

Qualified Contractors must provide the following:

1. The name and location of your company, contact information, and identify your business size (Small Business, Small Disadvantaged Business, 8(a), Service Disabled Veteran Owned Small Business, HUBZone, Women Owned Small Business, Other than Small Business 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 regard 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, .cab, .cmd, .com, .cpl, .dot, .dotx, .exe, .hqx, .hta, .mim, .mp3, .mp4, .pif, .rar, .scr, .vbs, .uu, .uue, .vbs, .wsf, xxe,.wmv, html, mhtml, and .zip files

The allowable Microsoft Office and Adobe PDF file types as follows:

Microsoft Office (.doc, .docx, .xls, .xlsx, .ppt, .pptx) and Adobe PDF (.pdf) are acceptable.

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

Overview

Response Deadline
July 10, 2026, 10:00 a.m. EDT Due in 8 Days
Posted
July 1, 2026, 2:12 p.m. EDT
Set Aside
None
Place of Performance
DC - District of Columbia, DC 20220 United States
Source

Current SBA Size Standard
$19.5 Million
Pricing
Likely Cost Plus
Est. Value Range
Experimental
$250,000 - $1,250,000 (AI estimate)
Signs of Shaping
100% of similar contracts within the Departmental Offices had a set-aside.
On 7/1/26 Departmental Offices issued Special Notice SS-OIA-26-042 for Intent to Sole Source - Fathom Financial Consulting Limited due 7/10/26.
Primary Contact
Name
Starla Kalb
Phone
None

Secondary Contact

Name
Jason Schofield   Profile
Phone
None

Documents

Posted documents for Special Notice SS-OIA-26-042

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Additional Details

Source Agency Hierarchy
TREASURY, DEPARTMENT OF THE > DEPARTMENTAL OFFICES > OFFICE OF INTEL AND ANALYSIS
FPDS Organization Code
2001-203441
Source Organization Code
100522332
Last Updated
July 1, 2026
Last Updated By
starla.kalb@treasury.gov
Archive Date
July 25, 2026