Treasury Dept. Seeks Contractor to Provide Datastream for the OFR


WASHINGTON, DC--(Marketwired - November 04, 2016) - The Bureau of Fiscal Service, on behalf of the Office of Financial Research (OFR), Department of the Treasury, issued on Friday, November 4, a sources sought synopsis to identify parties having an interest in and the resources to support a requirement for business and financial information subscription services. The OFR is the principal government agency tasked with financial research to ensure a transparent, efficient, and stable financial system.

The contractor must provide a portal for streamed data, with a downloadable financial data solution without data caps (download size limitations). All downloaded data must be capable of being exported to Excel as well as common statistical and data analytic packages such as Mat Lab and Python. Terminal based solutions are not acceptable.

The OFR requires the following types of data:

  • Fundamental Data: This type of data consists of United States and global financial data from quarterly and annual reports, benchmarks, and annual performance information. Data is required back to 1985 for US financial data and 1996 for foreign companies. Examples of such data include: annual and interim/quarterly data, detailed historical financial statement content, per share data, calculated ratios, pricing, text information, major benchmark indexes worldwide; fully adjusted pricing and dividends information, including high, low, close, price/earnings ratio, yield, earnings per share, market value, volume traded & shares outstanding.
  • Ownership Data: This data consists of ownership data for companies, funds, and transaction data. Data is required with the maximum historical coverage and for the period 2003 to present at a minimum.
  • Pricing Data: US and global market pricing data from 1980 (or prior) for markets, over the counter (OTC) equities and other financial instruments, exchange traded pricing for equities, bonds, futures, options, and fixed income financial instruments.
  • Corporate and economic event data: Calendar of significant events 90 or more days in the future and historical events (e.g., stock splits and the like) back to 2007 or earlier.
  • Classification data: Classification data for corporations, businesses and funds such as legal entity identifiers and proprietary classification data.

All parties are welcome to respond, but the primary purpose of the sources sought is to determine whether there are any businesses, especially small businesses, capable of providing the service. Vendors are invited to provide any current contracts they hold against which the government can place an order (e.g., GSA Schedule, Fedlink, etc.) which can satisfy the requirement.

The applicable North American Industry Classification System code assigned to this procurement is 519190, All Other Information Services.

Contractors interested in this opportunity must submit a capability statement by no later than December 1, 2016 at 2 p.m. EST to purchasing@fiscal.treasury.gov ATTN: B. Burnworth.

The capability statement must not exceed twenty-five pages in length. Pages must be no larger than 8.5" x 11" in size, and the font no smaller than 10 points in size. Interested contractors also can provide marketing materials as part of the capability statement.

The capability statement must include the following information:

  • Company name, address, e-mail address, website address, telephone number, and point of contact
  • Description of product offering and how it meets the requirements of the notice (e.g., data fields, perhaps screenshots of the portal, public price lists, etc.)
  • Size and type of company ownership (i.e., small business, 8(a) business development participants, HUBZone, service-disabled veteran-owned, and economically disadvantaged women-owned, and women-owned small business)
  • D&B Number
  • CAGE Code
  • North American Industry Classification System code
  • A succinct description of three current or past contracts or task orders within the past three years that identify the company's ability to provide the financial information via a portal accessible download of the information in a format compatible with current common data analytic and statistical packages and Excel. Include the following information to substantiate past contracts or task orders:
    • Project Title
    • Description of the dataset or database
    • Contract/Task Order Number
    • Contract/Task Order Amount
    • Government agency/Organization or Commercial entity
    • Contracting officer representative's name, address, telephone number, and e-mail address, or contact information for the commercial buyer
    • Current status (e.g., completed and/or in progress, start, and estimated completion dates)

To receive the contract, contractors must be registered with the System for Award Management (SAM) database, and have as part of the Registration all current Representations and Certifications.

US Federal Contractor Registration, the world's largest third-party government registration firm, completes the required Registrations on behalf of its clients. It also makes available information about opportunities like this, as well as training on how to locate, research, and respond to opportunities.

For more information, to get started with a SAM registration, or to learn more about how US Federal Contractor Registration can help your business succeed, call 877-252-2700, ext. 1.

Contact Information:

US Federal Contractor Registration
William Henderson
Marketing Manager
877-252-2700, ext. 750