Attachment B_Corporate Experience.docx

DOCX document 24 KB Posted

Attached to
RFQ - OCC's Probability of Default Data Federal contract opportunity
Solicitation number
2031JW24Q00007
Issued by
Department of the Treasury Office of the Comptroller of the Currency

About this file

This document provides instructions for quoters to submit examples of relevant corporate experience for RFQ number 2031JW24Q00007 from the Department of the Treasury Office of the Comptroller of the Currency seeking probabilities of default data services. Quoters must provide at least two examples within the past three years demonstrating experience providing electronically accessible datasets of U.S. and foreign public company data as well as probability of default data for U.S. banks and thrifts. Each example must show the services were provided for at least one year under separate contracts to different clients, and the data provided must include U.S. and foreign public company information dating back to the timeframe specified in Section C. For each example, quoters must detail the awarding agency or firm, points of contact, contract details like number and period of performance, number of users, and an overview description of the deliverables and work performed related to the probability of default data services sought by the RFQ.

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Other files for this federal contract opportunity

Other files attached to RFQ - OCC's Probability of Default Data, newest first.
File Type Posted
SF 30 A0001_2031JW24Q00007_PDD QandA-Govt.pdf PDF
Attachment D_QandA Worksheet-Government.pdf PDF
RFQ 2031JW24Q00007_Prob of Default Data Supp.pdf PDF
Attachment A_Price-Cost Schedule.xlsx XLSX spreadsheet
Attachment D_Questions and Answers Worksheet.xlsx XLSX spreadsheet
CSSN_2031JW24Q00007_PDD.pdf PDF
Attachment C_Quoters Provisions Response.docx DOCX document

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ATTACHMENT B – CORPORATE EXPERIENCE

INSTRUCTIONS: Provide at least two examples of the Quoter’s corporate experience within 3 years prior to the closing of the RFQ, that is the same or significantly similar per the statement of work (SOW) of the RFQ, including providing electronically accessible datasets consisting of U.S. and foreign public companies as well as require PD data for U.S. banks and thrifts at the charter or certificate level. Corporate experience PD datasets sought to meeting the following standards:

i) the PD data services were provided under at least two contracts to separate references (clients);

ii) the PD data services were provided for at least 1 year in total, when adding together periods of performance for all experience reference contracts; and

iii) the data provided under the experience reference contracts included U.S. public company PD data and foreign public company PD data from at least as far back in time as noted in Section C of this RFQ; and the PD data provided under the experience reference contracts covered at least the number of U.S. and foreign public companies identified in Section C of this RFQ

Page limitation for this attachment is four pages total for both corporate experience examples provided.

Corporate Experience Example (#1)

Awarding Agency/Firm:

Agency/Firm’s COR/POC Name:

Agency/Firm’s COR/POC Number:

Agency/Firm’s COR/POC Email:

POC #2 (e.g., Contracting Officer; optional) (name, current telephone number, and email address):

Procurement/Program/Project Title:

Contract number (If applicable):

Contract vehicle type (e.g., IDIQ, GSA Schedule, BPA, GWAC) (if applicable):

Contract ceiling per year:

Contract ceiling value:

Period of performance (month and year, including beginning and end dates):

Contract type (e.g., FFP, T&M, Combined):

Number of users per data subscription services:

Project Description and Overview

Description of the deliverables and work performed including the services provided related to the Probabilities of Default Data sought. The corporate experience record identified above shall be relevant in terms of size (e.g., subscriber volume), scope, and/or complexity (e.g., federal agency Customer, commercial firm users, foreign public companies) per section C of the RFQ (#2031JW24Q00007). Quoters are to describe performance activities (if applicable), timeliness of meeting delivery requirements, and accessibility of data to demonstrate its capability of meeting or exceeding the task requirements as identified in the RFQ.

Corporate Experience Example (#2)

Awarding Agency/Firm:

Agency/Firm’s COR/POC Name:

Agency/Firm’s COR/POC Number:

Agency/Firm’s COR/POC Email:

POC #2 (e.g., Contracting Officer; optional) (name, current telephone number, and email address):

Procurement/Program/Project Title:

Contract number (If applicable):

Contract vehicle type (e.g., IDIQ, GSA Schedule, BPA, GWAC) (if applicable):

Contract ceiling per year:

Contract ceiling value:

Period of performance (month and year, including beginning and end dates):

Contract type (e.g., FFP, T&M, Combined):

Number of users per data subscription services:

Project Description and Overview

Description of the deliverables and work performed including the services provided related to the Probabilities of Default Data sought. The corporate experience record identified above shall be relevant in terms of size (e.g., subscriber volume), scope, and/or complexity (e.g., federal agency Customer, commercial firm users, foreign public companies) per section C of the RFQ (#2031JW24Q00007). Quoters are to describe performance activities (if applicable), timeliness of meeting delivery requirements, and accessibility of data to demonstrate its capability of meeting or exceeding the task requirements as identified in the RFQ.

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