50310225Q0089 (Attachement 1 Requirements List).pdf
PDF 145 KB Posted
- Attached to
- XBRL Subscription Service Federal contract opportunity
- Solicitation number
- 50310225Q0089
- Issued by
- Securities and Exchange Commission
About this file
This document is a Requirements List for an XBRL Data and Analytics Service solicitation (50310225Q0089) issued by the U.S. Securities and Exchange Commission (SEC). The SEC seeks a web-based financial data research platform that provides comprehensive access to XBRL and interactive financial data from public filings. The platform must support up to 40 users initially, with options to expand, and include advanced search capabilities, data analysis tools, and the ability to extract, transform, and compare financial data across companies and periods.
Key requirements include providing time series financial data, standardized metrics, corrected XBRL tags, parsed footnotes from 8-Ks, 10-Qs, and 10-Ks, and raw XBRL data. The system must enable financial searches by company name, ticker, or identifier, support comparative analysis, offer an Excel add-in, and provide biannual training and live customer support. The base performance period is from September 27, 2025, to September 26, 2026, with four optional 12-month extension periods possible through September 26, 2030. All services will be performed remotely via a secure web interface, with deliverables including platform access, user training, and a user manual, all to be provided within 5 business days of award.
View the file
Other files for this federal contract opportunity
| File | Type | Posted |
|---|---|---|
| SEC Responses to Questions (XBRL Subscription Service).pdf | ||
| SEC Responses to Questions (XBRL Subscription Service).pdf | ||
| 50310225Q0089 - Attachment 3 - Offeror Verification (Contractual Terms).pdf | ||
| 50310225Q0089 (Attachment 2 Requirements Checklist Matrix).pdf | ||
| 50310225Q0089 (Attachment 4 Pricing).xlsx | XLSX spreadsheet | |
| Combined Synopsis Solicitation -50310225Q0089.pdf |
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50310225Q0089 - Attachment 1 - Page 1 of 3
Requirements List
Title: XBRL Data and Analytics Service
Combined Synopsis/Solicitation: 50310225Q0089
1. Background
The U.S. Securities and Exchange Commission (SEC) requires a web-based research platform that provides access to a database of XBRL and other interactive and non-interactive data from public filings submitted to the SEC.
2. Scope
The contractor shall provide access to a web-based financial data research platform capable of performing advanced searches and data analysis on financial filings submitted in XBRL format and other formats. The platform will serve up to 40 users with options for expansion and include support, training, and analytical tools.
3. Objectives
Enable data extraction, transformation, and analysis from SEC filings.
Allow comparison of financial data across companies and periods.
Provide standardized and raw financial datasets with traceability.
Support SEC analysts in building custom reports and performing in-depth reviews.
4. Requirements
4.1 Data Access
The contractor shall provide access to the following:
1. Time series company financial data, including both reported and restated figures.
2. Standardized financial metrics with traceability to source documents.
3. XBRL tags corrected for errors and inconsistencies, traceable to original filings.
4. Parsed footnotes and disclosures from, at a minimum, 8-Ks, 10-Qs, and 10-Ks, categorized by topic.
5. Standardized data from earnings releases and other non-XBRL sources, such as Proxy filings.
6. Raw XBRL data.
4.2 Functionality
The system must support:
1. Financial data searches for a supplied search term such as company name.
50310225Q0089 - Attachment 1 - Page 2 of 3
2. Metadata or financial searches for a supplied company ticker, CUSIP or CIK to build company profiles and customized financial statements for analysis.
3. Targeted searches that match user defined tags and location terms.
4. Retrieval of individual company descriptive information, financials and/or ratios.
5. Company queries based on specific filters or screening criteria.
6. Period-over-period comparative analysis.
7. Comparative disclosures across companies and sectors.
8. An Excel add-in to export and interact with data.
9. Toggling between viewing as reported and restated figures.
4.3 User and Support Requirements
1. Access for 40 users initially, with optional CLINs to increase by 10 and 10 users.
2. Training offered biannually (2x per year).
3. Live web and telephone customer support.
5. Period of Performance
Base Period: September 27, 2025 – September 26, 2026
Option Periods: Four (4) 12-month option periods through September 26, 2030
The Government reserves the right to exercise up to four 12-month option periods in accordance with FAR 52.217-9.
6. Place of Performance
All services will be performed remotely. The Government will access the platform via a secure web interface.
7. Deliverables
Deliverable Due Date Format Web-based data platform access
Within 5 business days of award
Online Portal
User Training Scheduled and coordinated within 30 calendar days of award and every 6 months thereafter.
Virtual/On-Demand
Technical Support Contact Info
Upon award PDF/Email
Platform User Manual Within 5 business days of award
Via Online Portal
50310225Q0089 - Attachment 1 - Page 3 of 3
8. Government Furnished Equipment (GFE)
None. All access and tools shall be web-based and vendor-hosted.
9. Security Requirements
The system must comply with all applicable federal IT security requirements. No CUI or PII will be stored or processed.
File details come from the government source that posted it. Updated .