Attachment 2 - Requirements Matrix Checklist.xlsx
XLSX spreadsheet 11 KB Posted
- Attached to
- FINANCIAL DATA SOURCES SUBSCRIPTION Federal contract opportunity
- Solicitation number
- 50310222R0002
- Issued by
- Securities and Exchange Commission
About this file
This document includes an attachment to a combined synopsis/solicitation seeking a financial data sources subscription. The Securities and Exchange Commission is soliciting offers for a commercial off-the-shelf subscription that does not require custom development. The subscription should include data available via WRDS including I/B/E/S estimates and guidance, insider filings, mutual fund and 13F ownership, and Dealscan. Additionally, delivered data should include Lipper Hedge Funds data. Data delivered via the vendor's platform should incorporate various financial transactions databases, financial time series and economic information, standardized financial statements and ratios, and market and company data. Offerors must be registered in the System for Award Management by the submission deadline. The North American Industry Classification code is 519190 and the small business size standard is $30,000,000.
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Other files for this federal contract opportunity
| File | Type | Posted |
|---|---|---|
| SEC Response to Qusestions (50310222R0002).pdf | ||
| Combined Synopsis Solicitation_50310222R0002.pdf | ||
| Attachment 3 - Pricing Spreadsheet.xlsx | XLSX spreadsheet | |
| Attachment 1 - SEC Requirements List.pdf |
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Text version
Sheet1
| Combined Synopsis Solicitation: 50310222R0002 |
| Attachment 2 - Requirements Matrix Checklist |
| Instructions: Offerors shall indicate whether their proposed solution meets or does not meet each requirement by marking in "X" in the appropriate block below. |
| Offerors may include supporting notes in Column D. |
| Offeror Name: (Please input your company name in this block) | |||
| Requirement | Meets Requirement | Does Not Meet Requirement | Supporting Notes |
| I. Data available via WRDS | |||
| A. I/B/E/S Estimates and Guidance | |||
| 1. I/B/E/S Estimates Data with monthly updates. | |||
| 2. I/B/E/S U.S. Earnings Consensus Surprise Data with monthly updates. | |||
| 3. I/B/E/S Consensus Data for use with Standard & Poor’s Compustat service. | |||
| 4. I/B/E/S Guidance with daily updates. | |||
| B. Insider Filing Data | |||
| C. Mutual Fund Ownership & 13F Ownership | |||
| 1. Mutual Fund Data | |||
| 2. 13F Ownership | |||
| D. Dealscan |
| II. Delivered Data |
| A. Lipper Hedge Funds |
| III. Data Delivered via Platform |
| A. Financial Transactions Database |
| 1. Equity New Issues |
| 2. Debt New Issues |
| 3. Global Mergers & Acquisitions |
| 4. Global All Municipals |
| 5. Private Equity |
| B. Financial Time Series & Economic Information Data |
| 1. Historical Global Financial and Economic Information |
| a) Global Equities |
| b) Indices |
| c) Bonds |
| d) I/B/E/S Current Consensus |
| e) Economic Indicators |
| f) Global Foreign Exchange Rates |
| g) Commodities & Energy |
| h) Unit and Investment trusts |
| 2. Standardized Financial Statement & Financial Ratio Information |
| 3. Market & Company Data |
| a) SEC Filings |
| b) Equity Research Reports |
| c) Events |
| d) Company Financial, Ownership & Governance Data |
IV. SEC Usage
V. Data Documentation
File details come from the government source that posted it. Updated .