FRTIB1-25-Q-0018-Perf Wk Statement-Attch A_6.16.25.pdf

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Financial Data Subscription
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FRTIB1-25-Q-0018
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This Performance Work Statement (PWS) details the Federal Retirement Thrift Investment Board's (FRTIB) requirements for a financial data subscription service to support informed decision-making for the Thrift Savings Plan (TSP). The subscription must provide comprehensive financial market information, including real-time and historical pricing for equities, bonds, commodities, currencies, and derivatives, with capabilities spanning news, research, trading information, and customer support.

The contract includes a base year from November 1, 2025 to October 31, 2026, with four potential option years extending through October 31, 2030. Key service requirements include 24/7 access to financial data and news across desktop and mobile platforms, customer service support seven days a week, staff training, and delivery of real-time alerts for price movements, volume spikes, and news events. The subscription must aggregate financial data functions, provide indicative data and reporting, and include detailed information such as earnings reports, economic indicators, geopolitical events, and corporate news to help fiduciaries make informed decisions for TSP participants and beneficiaries.

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Attachment A Financial Data Subscription

CUI//SP-PROCURE

FEDERAL RETIREMENT THRIFT INVESTMENT BOARD (FRTIB)

Financial Data Subscription Services

Performance Work Statement

Financial Data Subscription

CUI//SP-PROCURE

A. Background

The Federal Retirement Thrift Investment Board (FRTIB or Agency) is an independent Federal Agency in the Executive branch created by the Federal Employees’ Retirement System Act of 1986 (FERSA) to administer the Thrift Savings Plan (TSP).

B. Purpose

The purpose of this requirement is to grant the Federal Retirement Thrift Investment Board access to financial market information services and data analytics.

This access will help fiduciaries make informed decisions for the benefit of the Participants and Beneficiaries.

C. Scope of Work

The required subscription services must have the capabilities of providing real-time and historical pricing, indicative data, and reporting. This real-time/historical information will provide the Board with detailed information that is required to make informed decisions for the benefit of Participants and Beneficiaries.

Subscription service capabilities must aggregate, into one delivery mechanism, key financial data functions of the following:

• News

• Research

• Pricing and Trading information

1) Real-Time/Historical Pricing

Instantly updated prices for equities, bonds, commodities, currencies, and derivatives.

alerts for price movements, volume spikes, or news events. Historical pricing: access to decades of historical data for virtually any security.

• GP (Graph Price): For historical price charts.

• HP (Historical Price Table): For tabular historical data.

• GIP (Graph Intraday Price): For intraday historical data.

2) Indicative Data/Reporting and Research

Non-binding, informational pricing or market data that gives a general idea of where a financial instrument might trade. Helps investors, and analysts gauge market sentiment.

Financial Data Subscription

CUI//SP-PROCURE

3) Trading Information

• Earnings reports (Corporation/company).

• Economic indicators (e.g., inflation, unemployment)

• Geopolitical events

• Corporate news (mergers, acquisitions, leadership changes)

4) Financial News-Additionally, the subscription service should encompass financial news impacting global markets and interest rates, accessible on both desktop computers and mobile devices.

5) Customer Service - Provide customer service support on an as needed basis seven (7) days a week during a 24-hour period.

6) Training - Train FRTIB staff on using subscription services technology as required by the users.

D. Performance Standards - Access to financial news and data 24-hours 7-days a week without interruption.

E. Period of Performance

Period Dates

Base Year 1 Nov 2025- Oct 31, 2026

Option Year One (1) 1 Nov 2026- Oct 31, 2027

Option Year Two (2) 1 Nov 2027- Oct 31, 2028

Option Year Three (3) 1 Nov 2028- Oct 31, 2029

Option Year Four (4) 1 Nov 2029- Oct 31, 2030

F. Information Technology/Agency Requirements

Products and services delivered under this contract must comply with agency information technology policies.

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