SF33_RFP 50310224R0006 002.pdf
PDF 115 KB Posted
- Attached to
- 13F List Services
- Solicitation number
- 50310224R0006
- Issued by
-
Securities and Exchange Commission
About this file
This document is a Solicitation, Offer and Award (SF 33) for Request for Proposals (RFP) 50310224R0006 Amendment 002, issued by the Securities and Exchange Commission (SEC) for 13F List Services. The SEC is seeking a qualified vendor to provide quarterly 13F list services, which comply with the requirements of Section 13(f) and Rule 13f-1 of the Securities Exchange Act of 1934, as described in the Statement of Work.
The solicitation includes a base period from 09/01/2024 to 08/31/2025 and four one-year option periods. Offers are due by the date and time specified, and will be evaluated based on the factors outlined in the solicitation. The contract will be awarded to the responsible offeror whose proposal, conforming to the solicitation, is determined to be the best value to the government. Detailed pricing, technical, and other terms and conditions are provided in the solicitation documents.
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Other files
| File | Type | Posted |
|---|---|---|
| Questions and Answers_RFP 50310224R0006.pdf | ||
| 50310224R0006 Amend 001.pdf | ||
| Att 3_13F_Report.pdf | ||
| Att 4_13F List.txt | TXT text file | |
| Att 2_ NDA Contractor Personnel.pdf | ||
| Att 1_NDA Contractor Entity.pdf | ||
| RFP 50310224R0006.pdf |
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Text version
SOLICITATION, OFFER AND AWARD
4. TYPE OF SOLICITATION2. CONTRACT NUMBER 3. SOLICITATION NUMBER
50310224R006 Amendment 002
7. ISSUED BY CODE 8. ADDRESS OFFER TO (If other than Item 7)
ORDER UNDER DPAS (15 CFR 700)
6. REQUISITION/PURCHASE NUMBER
NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid" and "bidder".
NEGOTIATED (RFP)
SEALED BID (IFB)
5. DATE ISSUED
1. THIS CONTRACT IS A RATED RATING PAGE OF PAGES
C. E-MAIL ADDRESS
EXT.NUMBERAREA CODE
B. TELEPHONE (NO COLLECT CALLS)A. NAME
10. FOR
INFORMATION
CALL:
CAUTION: LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.
(Date)(Hour) local timeuntildepository located in copies for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8, or if hand carried, in the
SOLICITATION
9. Sealed offers in original and
PART IV - REPRESENTATIONS AND INSTRUCTIONS
OTHER STATEMENTS OF OFFERORS
EVALUATION FACTORS FOR AWARD
INSTRS., CONDS., AND NOTICES TO OFFERORS
REPRESENTATIONS, CERTIFICATIONS AND
LIST OF ATTACHMENTS
CONTRACT CLAUSES
PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACH.
I
J
K
L
M SPECIAL CONTRACT REQUIREMENTS
CONTRACT ADMINISTRATION DATA
DELIVERIES OR PERFORMANCE
INSPECTION AND ACCEPTANCE
PACKAGING AND MARKING
DESCRIPTION/SPECS./WORK STATEMENT
SUPPLIES OR SERVICES AND PRICES/COSTS
SOLICITATION/CONTRACT FORM
PART II - CONTRACT CLAUSESPART I - THE SCHEDULE
H
G
F
E
D
C
B
A
SEC. DESCRIPTION PAGE(S) (X) DESCRIPTION SEC. (X)
11. TABLE OF CONTENTS
18. OFFER DATE17. SIGNATURE
SUCH ADDRESS IN SCHEDULE.
IS DIFFERENT FROM ABOVE - ENTER
15C. CHECK IF REMITTANCE ADDRESS
EXT.NUMBERAREA CODE
15B. TELEPHONE NUMBER
(Type or print)AND
ADDRESS
OF
OFFEROR
CODE FACILITY
16. NAME AND TITLE OF PERSON AUTHORIZED TO SIGN OFFER15A. NAME
DATEAMENDMENT NO.DATEAMENDMENT NO.
and related documents numbered and dated):
amendments to the SOLICITATION for offerors
(The offeror acknowledges receipt of
14. ACKNOWLEDGEMENT OF AMENDMENTS
CALENDAR DAYS (%)30 CALENDAR DAYS (%)20 CALENDAR DAYS (%)10 CALENDAR DAYS (%)
(See Section I, Clause No. 52.232.8)
13. DISCOUNT FOR PROMPT PAYMENT
designated point(s), within the time specified in the schedule.
by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the price set opposite each item, delivered at the
NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.
OFFER (Must be fully completed by offeror)
IMPORTANT - Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.
28. AWARD DATE
(Signature of Contracting Officer)
27. UNITED STATES OF AMERICA
25. PAYMENT WILL BE MADE BY
26. NAME OF CONTRACTING OFFICER (Type or print)
CODE 24. ADMINISTERED BY (If other than Item 7)
ITEM
(4 copies unless otherwise specified)
23. SUBMIT INVOICES TO ADDRESS SHOWN IN
41 U.S.C. 253 (c) ( 10 U.S.C. 2304 (c) (
22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION:
21. ACCOUNTING AND APPROPRIATION20. AMOUNT19. ACCEPTED AS TO ITEMS NUMBERED
AWARD (To be completed by government)
CODE
04/18/2024 X
SEC-OA - 03
SECURITIES AND EXCHANGE COMMISSION
OFFICE OF ACQUISITIONS
MISSION AND OPERATIONS SUPPORT BRANCH
100 F STREET NE
MAIL STOP 4226
WASHINGTON DC 20549
1500 ES 04/29/2024
KATHLEEN FERTE 202
fertek@sec.gov
551-6946
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X
X
X
X
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PAGE(S)
KATHLEEN FERTE
AUTHORIZED FOR LOCAL REPRODUCTION
Previous edition is unusable
STANDARD FORM 33 (Rev. 9-97)
Prescribed by GSA - FAR (48 CFR) 53.214(c)
12. In compliance with the above, the undersigned agrees, if this offer is accepted within _____0_________ calendar days (60 calendar days unless a different period is inserted
ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT
NAME OF OFFEROR OR CONTRACTOR
2 35
CONTINUATION SHEET
REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF
50310224R0006
(A) (B) (C) (D) (E) (F)
Period of Performance: 09/01/2024 to 08/31/2025
00001 Base Period: The Contractor shall provide the services necessary to provide the 13F List in acordance with Section C, Statement of Work (SOW).
00002 Option Period One: The Contractor shall provide the services necessary to provide the 13F List in acordance with Section C, Statement of Work (SOW).
(Option Line Item)
Period of Performance: 09/01/2025 to 08/31/2026
00003 Option Period Two: The Contractor shall provide the services necessary to provide the 13F List in acordance with Section C, Statement of Work (SOW).
(Option Line Item)
09/01/2026
Period of Performance: 09/01/2026 to 08/31/2027
00004 Option Period Three: The Contractor shall provide the services necessary to provide the 13F List in acordance with Section C, Statement of Work (SOW).
(Option Line Item)
09/01/2027
Period of Performance: 09/01/2027 to 08/31/2028
00005 Option Period Four: The Contractor shall provide the services necessary to provide the 13F List in acordance with Section C, Statement of Work (SOW).
(Option Line Item)
09/01/2028
Period of Performance: 09/01/2028 to 08/31/2029
OPTIONAL FORM 336 (4-86)
Sponsored by GSA
FAR (48 CFR) 53.110
NSN 7540-01-152-8067
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