Intent to Sole Source - Urban Institute.pdf

INTENT TO SOLE SOURCE

The Urban Institute

#SS-OFR-25-061

The Bureau of Fiscal Service (Fiscal Service), on behalf of The Office of Financial Research (OFR) and the Financial Stability Oversight Council (FSOC), intends to make award to The Urban Institute 500 Lenfant Plaza SW Washington, DC 20024 for Urban Institute data subscription.

The Office of Financial Research has a need to obtain approval to award a firm fixed-price contract with Urban Institute for the purchase of Urban Institute Monthly State Government Tax Revenue and Urban Institute Monthly State Revenue Highlights datasets.

The proposed contractor developed and owns the propriety and patented software, algorithms, and work efforts that are used in these products and support the services specifically required for this acquisition; thereby the proposed source has the sole unique technical and other resources required for this acquisition.

In order that it may monitor increasing strain and financial impact on US debt markets, the OFR requires state tax revenue data covering state and local municipal debt. The OFR requires, at minimum, monthly data from all 50 US states covering personal income tax, corporate income tax, sales tax, and total tax with histories extending to at least 2010. Personal income tax further must provide data on withholding, estimated payments, final payments, refunds, and total personal income tax. Data must include commentaries, projections, and status updates.

Presently, data reported by publicly available sources is inadequately delayed alongside a significant effort to correct errors found in the data, and only reports quarterly data.

Vendor provided data must measurably exceed quality, quantity, and availability above and beyond data available from public sources demonstrating a propriety effort. Data provided must allow for OFR to publish findings based on aggregated data.

Urban Institute uniquely provides significant error correction, estimating, and up-to-date reporting for state and local tax revenue data, including trends, commentaries, and projections above and beyond data available from publicly reported sources, making them the only known source of the most accurate and up-to-date data on individual state fiscal performance.

The period of performance for the contract is anticipated to be one (1) twelve- month base period with four (4) twelve-month options. 11/18/2025 – 11/17/2030

The total estimated value of this purchase order is expected to exceed the simplified acquisition threshold.

NO SOLICITATION IS AVAILABLE. A request for more information, or a copy of the solicitation, will not be considered an affirmative response to this Special Notice. Telephone responses or inquiries to this Special Notice will not be accepted.

Fiscal Service will consider written responses received no later than 7/03/2025. Responses must be submitted electronically to purchasing@fiscal.treasury.gov, Urban Institute /Attn: CG – DV.

Responses must include sufficient evidence that clearly shows your company is capable of providing the content described in this notice. Responses received will be evaluated; however, a determination by the Government not to compete the proposed procurement based upon responses to this notice is solely within the discretion of the Government. If no written response is received by the aforementioned deadline that clearly demonstrates an ability to meet all requirements, and that is more advantageous to the Government, Fiscal Service will make award on a sole source basis to The Urban Institute.

Qualified Contractors must provide the following:

1. The name and location of your company, contact information, and identify your business size (Large Business, Small Business, Disadvantaged Business, 8(a), Service Disabled Veteran Owned Small Business, HUBZone, etc.). Please ensure contact information includes the name of the point of contact, email address, and telephone number, should the Government have questions regarding individual responses.

2. UEI Number.

3. Specific details of the product(s) that your company offers in regards to this notice.

4. Whether your content is available through a Government contract vehicle or Open Market.

5. A brief capabilities statement (not to exceed 5 pages) that includes a description of your company's standard line of business, as well as a list of customers to whom your company currently provides the specific required content.

The following file extensions are not allowable and application materials/data submitted with these extensions cannot be considered:

.bat, .cmd, .com, .exe, .pif, .rar, .scr, .vbs, .hta, .cpl, and .zip files.

Microsoft Office and Adobe compatible documents are acceptable.

No other information regarding this Special Notice will be provided at this time.

The period of performance for this action is to be one (1) twelve-month base period with four (4) twelve-month option periods after receipt of order (ARO). Fiscal Service may consider information received no later than 10:00 a.m. EST on Thursday, July 3, 2025, submitted to purchasing@fiscal.treasury.gov, Urban Institute / Attn: CG - DV.

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