Notice of Intent to Sole Source.docx

Notice of Intent to Sole Source Elements as Required by FAR Part 5

1. Action Code: N/A

2. Date: See SAM notice

3. Year: Fiscal Year 2025 RFI/Notice of Intent to Sole Source for Award in Fiscal Year 2026

4. Contracting Office Zip Code: 20219

5. Product Service Code: DA10

6. Contracting Office Address: 400 7th St SW, Washington, DC 20219

7. Subject: Notice of Intent to Sole Source Requirement for Industry Standard Financial Datasets

8. Proposed Solicitation Number: N/A, Soliciting only one source per FAR 13.106-1(b)

9. Closing Date of Notice; See SAM notice

10. Contracting Officer: Joey Barden, joey.barden@occ.treas.gov

11. Contract Award Number: N/A

12. Contract Award Value: N/A

13. Line Item Number: N/A

14. Contract Award Date: N/A

15. Contractor: Trustees of the University of Pennsylvania

16. Description:

Wharton Data Research Service - permits retrieval of data from industry standard financial datasets in a common standardized format. The twelve databases are: Bank Regulatory Data Bases (5), Blockholders Database, CBOE (Chicago Board Options Exchange), SEC Disclosure of Order Execution Statistics, Fama-French portfolios and factors, Federal Reserve Board Foreign Exchange Rates & Interest Rates, and State Composite, Penn World Tables Database, and Philadelphia Stock Exchange Currency Options and Implied Volatility. Accessing these financial datasets in a standardized format through WRDS relieves the OCC of the undue burden of the programming time and related costs of merging data from various datasets to conduct analysis and research critical to the OCC’s mission. In addition to the above datasets, WRDS is the only known source that permits retrieval of data from proprietary datasets which the OCC subscribes: Center for Research in Securities Prices (CRSP), Markit, Factset, Compustat, FISD, etc. in a common standardized format.

Period of Performance: October 1, 2025, to Sept 30, 2026, with three (but up to four, depending on negotiations) additional option periods of one year each beginning and ending on the same month/day as the initial period of performance. Additionally, a six-month option to extend will be included.

17. Place of Contract Performance: Washington, DC

18. Set-aside Status: None Though the agency is not actively seeking quotations in response to this notice, in accordance with FAR 5.207(c)(16)(i) all responsible sources may submit a quotation which will be considered by the agency. Please submit a request for information to the listed contracting officer above if your company wishes to submit a quotation that meets the description in this notice. The agency may, at its own discretion, still proceed with the sole source procurement regardless of any submission of a quotation or other information.