JOFOC FAR13 Below SAT Redacted.pdf

This document is a SF 1009 Sole Source Justification for the Department of the Treasury, Office of the Comptroller of the Currency. The agency seeks to award a firm fixed-price contract to the Trustees of the University of Pennsylvania for an Enterprise Wharton Research Data Services (WRDS) subscription. The subscription period will be from 10/1/2025 to 9/30/2026, with four one-year options, covering twelve specialized financial databases including Bank Regulatory Data Bases, CBOE Options, Fama-French portfolios, and other financial datasets.

The justification emphasizes WRDS as the sole source capable of providing these proprietary financial datasets in a standardized format. The contract will enable the OCC to access critical financial data from sources like Markit, Compustat, LESG Deal Scan, TRACE, and Preqin, which would otherwise require significant time and cost to merge and format. The requisition number is R000670000, and the contract aims to relieve the OCC of the heavy burden of excessive programming time and significant costs associated with directly purchasing formatted datasets from multiple vendors.