ATTACHMENT 7 - Selected brokerage examples.pdf

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Request for Proposal (RFP)/Combined Synopsis-Solicitation for Automated Financial Institutions and Providers Data Feed Products and Services (OEC eFeeds)
Solicitation number
50310224R0010
Issued by

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This document appears to be a Request for Proposal (RFP) for Automated Financial Institutions and Providers Data Feed Products and Services (OEC eFeeds) issued by the Securities and Exchange Commission. The RFP seeks electronic data feed services in accordance with the attached Statement of Objectives, with a one-year base period and four one-year option periods. The NAICS code is 541511 with a $34M size standard, and this is a full and open competition with no small business set-aside. Proposals are due by 1:00 PM ET on July 19, 2024, and questions must be submitted in writing by June 26, 2024. The anticipated contract start date is September 30, 2024, with work to be performed at the contractor's site. The evaluation criteria and additional contract terms and conditions are specified in the attached SF-1449 solicitation document.

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Other files

File Type Posted
Questions and Answers on RFQ 50310224R0010 OEC eFeeds FINAL.pdf PDF
50310224R0010 Amendment 0001 - OEC eFeeds SIGNED.pdf PDF
ATTACHMENT 5 - Information Technology Security Questionnaire for Acquisitions - Offerors 5-30-2024.docx DOCX document
ATTACHMENT 6 - Pricing Template FINAL.xlsx XLSX spreadsheet
ATTACHMENT 4 SF1449 RFP 50310224R0010 for OEC eFeeds CO SIGNED.pdf PDF
ATTACHMENT 2 - Non-Disclosure Agreement - Contractor Personnel.pdf PDF
ATTACHMENT 1 - Non-Disclosure Agreement - Contractor Entity.pdf PDF
ATTACHMENT 3 - SOO with Appendices.pdf PDF

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Brokerage Fidelity Brokerage Services LLC Charles Schwab Vanguard ETrade T Rowe Price Computershare TD Ameritrade Inc TD Waterhouse Inc Morgan Stanley Merrill Lynch

TIAA

Coinbase Bank of America Merrill Lynch Robinhood Financial Empower Retirement JPMorgan Chase Wells Fargo Advisors, LLC Principal Financial Group Voya Financial American Funds John Hancock

UBS

Edward Jones Equiniti Group Janus Ameriprise Financial Services Inc Victory Funds TransAmerica LPL Fin Corp.

ADP

Ascensus Capital Group Ally Invest Citigroup Northwestern Mutual Life Insurance Co Franklin Templeton Alight Financial Solutions Invesco Nationwide Raymond James and Associates Inc Lincoln Financial Interactive Brokers Corp American Century Brokerage Inc Broadridge Financial Solutions Inc Prudential Securities Inc MetLife RBC Capital Markets Corp National Financial Services LLC OneAmerica Securities Inc Pershing LLC USAA Inv Mgmt Co USAA Fin Adv Inc

ATTACHMENT 7 - Selected Brokerage Examples

2023 CoH examples

File details come from the government source that posted it. Updated .