Attachment 3 - Price Estimate Spreadsheet (Financial Data Sources).xlsx

This is a price estimate spreadsheet template for respondents to the SEC's Sources Sought Notice (50310226Q0222) for a Financial Data Sources subscription. Respondents must complete the spreadsheet by inputting their company name and providing detailed pricing breakdowns for a Base Year (with an anticipated start of March 2027) and four Option Years. The pricing template is organized into five major categories: (I) Data available via WRDS, including I/B/E/S estimates, guidance, insider filing data, mutual fund ownership, and Dealscan; (II) Delivered Data such as Lipper Hedge Funds; (III) Data Delivered via Platform, encompassing financial transactions databases, time series and economic information, standardized financial statements, and market/company data; (IV) SEC Usage; and (V) Data Documentation. The SEC explicitly notes that pricing for categories IV and V should be included in the total price estimate rather than listed separately.

Respondents should provide supporting notes in a designated column, particularly noting whether certain data items are bundled. If a company cannot meet a specific requirement, respondents must enter "Does not meet" in that field. The completed spreadsheet must be submitted to garrettj@sec.gov by the response deadline of 3:00 PM EDT on September 16, 2026, as part of a comprehensive response package that includes a summary/cover letter, capability description, completed requirement matrix checklists, and this pricing spreadsheet. The SEC has indicated a preference for Commercial Off The Shelf (COTS) subscriptions that do not require development.