RFQ 2043FY-26-Q-00069 (5000225128) Subscription 9.3.2026.pdf

2043FY-26-Q-00069 RFQ

COMBINED SYNOPSIS/SOLICIATION

Subscription Database

PART I – COMBINED SYNOPSIS/SOLICITATION

This is a combined synopsis/solicitation for commercial products and commercial services prepared in accordance with the format prescribed in Federal Acquisition Regulation (FAR) Subpart 12.6, in conjunction with FAR Part 13, Simplified Acquisition Procedures, as supplemented with the additional information included in this notice. This announcement constitutes the only solicitation. Quotes are being requested, and a separate written solicitation will not be issued.

The Internal Revenue Service (IRS) Large Business and International Division (LB&I) Program requires access to a commercially available insurance industry subscription database solution to support life insurance income, deductions, reserves, reinsurance, and may include life insurance, captive insurance, other non-life (i.e., property and casualty; accident and health, etc.) insurances and related non-life insurance company taxable income, investment income, underwriting income, gains and losses incurred, and various other issues.

The Government is seeking a commercially available, web-based insurance industry subscription database solution that provides comprehensive insurance industry data, reporting, and analytical capabilities necessary to support Internal Revenue Service (IRS) Large Business and International Division (LB&I) and Northeastern Compliance Practice Area (NECPA) activities. The proposed subscription solution shall meet all minimum technical, functional, data, reporting, access, support, training, and performance requirements identified in the Statement of Work (SOW).

The combined synopsis/solicitation number is 2043FY-26-Q-00069 for the Insurance Subscription Service. The solicitation incorporates the provisions and clauses in effect through Federal Acquisition Circular (FAC) 2026-01, effective March 13, 2026.

Offerors must be actively registered in the System for Award Management (SAM) at https://sam.gov at the time of award. In accordance with FAR 4.1102 and FAR 52.204-7, the Government will verify the apparent successful Offeror's SAM registration prior to award. Failure to maintain an active SAM registration may render an Offeror ineligible for award.

The applicable North American Industry Classification System (NAICS) code is 519290 – Web Search Portals and All Other Information Services, with a corresponding small business size standard of 1,000 employees.

Period of Performance

The period of performance consists of a twelve (12)-month base period and four (4) twelve (12)-month option periods, if exercised by the Government. The anticipated period of performance is September 29, 2026, through September 28, 2031, as follows:

Base Period: September 29, 2026 – September 28, 2027 Option Period 1: September 29, 2027 – September 28, 2028 Option Period 2: September 29, 2028 – September 28, 2029 Option Period 3: September 29, 2029 – September 28, 2030 Option Period 4: September 29, 2030 – September 28, 2031

The Government intends to award one Firm-Fixed-Price (FFP) contract. The anticipated award date is September 29, 2026.

https://sam.gov/

To be eligible for award, the apparent successful Offeror must be actively registered in the System for Award Management (SAM) at https://sam.gov at the time of award, in accordance with FAR 4.1102 and FAR 52.204-7, System for Award Management.

Quotes shall be submitted electronically to:

Contracting Officer Patricia Brown, patricia.e.brown@irs.gov and Contract Specialist Tonya Bradley, tonya.d.bradley@irs.gov.

Quote Due Date and Time:

Quotes are due no later than September 10, 2026, at 5:00 p.m. Eastern Time (ET).

Questions Regarding the Solicitation:

Questions regarding this solicitation shall be submitted electronically to the Contracting Officer and the Contracting Specialist at the email addresses above no later than September 8, 2026, at 10:00 a.m.

Eastern Time (ET).

Quotes received after the closing date and time specified in this solicitation may be considered late and may not be evaluated for award.

THE QUOTATION MUST ADHERE TO ALL THE SPECIFICATIONS LISTED IN THE LINE-ITEM TABLE

BELOW.

Line-Item Table

Item No. PSC Item Description QTY Unit of

Issue Unit Price

Total Value

0001 T099

CLIN 0001 – Base Period – Commercial Insurance Industry Subscription Database The Contractor shall provide one (1) commercially available, web-based insurance industry subscription database solution that meets all requirements identified in the Statement of Work

(SOW).

Period of Performance:

September 29, 2026 – September 28, 2027.

5 EA

1001 T099

CLIN 1001 – Option Period One (1) – Commercial Insurance Industry Subscription Database The Contractor shall provide one (1) commercially available, web-based insurance industry subscription database solution that meets all requirements identified in the Statement of Work

(SOW).

Period of Performance:

September 29, 2027 – September 28, 2028.

5 EA

2001 T099

CLIN 2001 – Option Period Two (2) – Commercial Insurance Industry Subscription Database The Contractor shall provide one (1) commercially available, web-based insurance industry subscription

5 EA

https://sam.gov/ mailto:patricia.e.brown@irs.gov mailto:tonya.d.bradley@irs.gov database solution that meets all requirements identified in the Statement of Work

(SOW).

Period of Performance:

September 29, 2028 – September 28, 2029.

3001 T099

CLIN 3001 – Option Period Three (3) – Commercial Insurance Industry Subscription Database The Contractor shall provide one (1) commercially available, web-based insurance industry subscription database solution that meets all requirements identified in the Statement of Work

(SOW).

Period of Performance:

September 29, 2029 – September 28, 2030.

5 EA

4001 T099

CLIN 4001 – Option Period Four (4) – Commercial Insurance Industry Subscription Database The Contractor shall provide one (1) commercially available, web-based insurance industry subscription database solution that meets all requirements identified in the Statement of Work

(SOW).

Period of Performance:

September 29, 2030 – September 28, 2031.

5 EA

BASIS FOR AWARD

The Government intends to award one Firm-Fixed-Price contract resulting from this solicitation. Award will be made using a Lowest-Priced Technically Acceptable (LPTA) methodology as further described in Section L – Instructions to Offerors and Section M – Evaluation Factors for Award.

The apparent successful Offeror must be determined responsible and satisfy all solicitation requirements prior to award.

Additional Requirement Requested to be Completed with Price Quote:

Notice and Consent to Disclose and Use of Taxpayer Return Information (May 2018) Electronic Invoicing and Payment Requirements for the Invoice Processing Platform (IPP) (Jul 2019)

ADDITIONAL REQUIREMENTS

Notice and Consent to Disclose and Use of Taxpayer Return Information

(a) Definitions. As used in this provision- "Authorized representative(s) of the offeror" means the person(s) identified to the Internal Revenue Service (IRS) within the consent to disclose by the offeror as authorized to represent the offeror in disclosure matters pertaining to the offer.

"Delinquent Federal tax liability" means any unpaid Federal tax liability that has been assessed, for which all judicial and administrative remedies have been exhausted or have lapsed, and that is not being paid in a timely manner pursuant to an agreement with the authority responsible for collecting the tax liability.

"Tax check" means an IRS process that accesses and uses taxpayer return information to support the Government's determination of an offeror's eligibility to receive an award, including but not limited to implementation of the statutory prohibition of making an award to corporations that have an unpaid Federal tax liability (see FAR 9.104-5(b)).

(b) Notice. Pursuant to 26 U.S.C. 6103(a) taxpayer return information, with few exceptions, is confidential.

Under the authority of 26 U.S.C. 6103(h)(1), officers and employees of the Department of the Treasury, including the IRS, may have access to taxpayer return information as necessary for purposes of tax administration. The Department of the Treasury has determined that an IRS contractor's compliance with the tax laws is a tax administration matter and that the access to and use of taxpayer return information is needed for determining an offeror's eligibility to receive an award, including but not limited to implementation of the statutory prohibition of making an award to corporations that have an unpaid Federal tax liability (see FAR 9.104-5).

(1) The performance of a tax check is one means that will be used for determining an offeror's eligibility to receive an award in response to this solicitation (see FAR 9.104). As a result, the offeror may want to take steps to confirm it does not have a delinquent Federal tax liability prior to submission of its response to this solicitation. If the offeror recently settled a delinquent Federal tax liability, the offeror may want to take steps to obtain information in order to demonstrate the offeror's responsibility to the contracting officer (see FAR 9.104-5).

(c) The offeror shall execute the consent to disclosure provided in paragraph (d) of this provision and include it with the submission of its offer. The consent to disclosure shall be signed by an authorized person as required and defined in 26 U.S.C. 6103(c) and 26 CFR 301.6103(c)-1(e)(4).

(d) Consent to disclosure. I hereby consent to the disclosure of taxpayer return information (as defined in 26 U.S.C. 6103(b)(2)) as follows:

The Department of the Treasury, Internal Revenue Service, may disclose the results of the tax check conducted in connection with the offeror's response to this solicitation, including taxpayer return information as necessary to resolve any matters pertaining to the results of the tax check, to the authorized representatives of _______________ on this offer.

I am aware that in the absence of this authorization, the taxpayer return information of _________________ is confidential and may not be disclosed, which subsequently may remove the offer from eligibility to receive an award under this solicitation.

I consent to disclosure of taxpayer return information to the following person(s):

I certify that I have the authority to execute this consent on behalf of:

Offeror Name: ______________________________________ Offeror Taxpayer Identification Number: __________________ Offeror Address: _____________________________________ Name of Individual Executing Consent: ___________________ Title of Individual Executing Consent: _____________________ Signature: __________________________________________ Date: ______________________________________________

Electronic Invoicing and Payment Requirements for the Invoice Processing Platform (IPP)

(a) Definitions:

"Short payment" as used in this clause means the partial payment of an invoice for goods/services rendered at the time of payment when the invoice includes additional goods/services that have not yet been provided/rendered.

“Short payment” example: The contract requires the delivery of a set number of items, with the price, delivery location, and delivery due date also specified. The vendor delivers 50% of the items as specified but invoices for 100% of the items. Before implementation of the IPP, the IRS would have paid the vendor for the items delivered and instructed the vendor to re-invoice the IRS when the balances of the items were delivered. In other words, the IRS would "short pay" the invoice since the IRS did not remit payment for the full invoice amount. With implementation of the IPP, the IRS can no longer do this because the IRS cannot accept an electronic invoice that includes items not yet received. The IRS will reject the invoice. The vendor needs to submit an invoice for only the items received by the IRS (in this case, 50%), and, if these items meet all other contract terms and conditions, the IRS will pay the invoiced amount. The vendor submits subsequent invoice(s) for items as they are delivered and accepted.

The Invoice Processing Platform (IPP) is a secure Web-based electronic invoicing and payment information service available to all Federal agencies and their suppliers. Effective October 1, 2012, invoicing for payment through the IPP will be mandatory for all new contract awards. Additional information regarding the IPP may be found at the IPP website address https://www.ipp.gov.

Contractors must complete the contractor point of contact information below and submit it with their proposal submissions. Contractors may contact the IPP Helpdesk for assistance via e-mail at ippgroup@stls.frb.org or via phone at (866) 973-3131. Once a contract award has been made, the contractor will be contacted by the IPP via e-mail to set-up an account. It will be necessary for contractors to login to their IPP accounts every 90 days to keep their IPP accounts active.

Contractor Point of Contact Information Contractor Name:___________________________________________________ Contractor IPP Point of Contact Name:__________________________________ Contractor Phone Number:____________________________________________ Contractor E-mail Address: ___________________________________________

Electronic Invoicing and Payment Requirements Vendor invoices submitted electronically through the IPP should be in the proper format and contain the information required for payment processing. To be approved for payment, a “proper invoice” must list the items specified in FAR 52.232-25 (a)(3)(i) through (a)(3)(x), or in the case of a Commercial Item Contract, the items included in 52.212-4(g)(1)(i) through (g)(1)(x).

If the vendor is offering a discount via the IPP, the discount must be reflected on the invoice. The vendor will select 'Create Invoice'. The IPP system will default to ‘Net 30 Prompt Pay’ under the Payment Terms dropdown box. The vendor will select from 54 different discount options for the invoice that is being created. If the vendor chooses to offer a discount on the invoice screen, the information will interface to the payment system for processing. Discounts that are offered on attachments rather than the invoice itself cannot be accepted.

Under this contract, the following documents are required to be submitted as an attachment to the invoice (Contracting Officer fills in additional documentation that must be furnished by the contractor (e.g., timesheet)).

Please do not submit into IPP any documentation/attachments that conflict with what is stated on the invoice:

Payment and Invoice Questions For payment and invoice questions, contact the Ancillary Systems at (304) 254-3372 or via e- mail at cfo.fm.ipp.customer.support@irs.gov.

Waiver If the Contractor is unable to use the IPP for submitting payment requests starting on October 1, 2012, then a waiver form must be completed and submitted with the contractor’s proposal submission for review and approval by the Contracting Officer based on one of the conditions listed in the waiver.

The vendor will be notified prior to award as to whether their request for waiver has been approved or denied. If the waiver is granted, then a copy of the waiver must be submitted with each paper invoice that the vendor submits to the payment office or the invoice will be returned.

Short Payment Short payment on vendor submitted invoices will no longer be processed or paid. If any portion of the invoice does not meet the requirements for a proper invoice, the entire invoice shall be rejected and returned to the vendor unpaid.

IRS Invoice Processing Platform (IPP) Waiver Form The IRS invoicing and payment requirements clause (IR1052.232-9000) requires that all invoices under awards made (or effective) on or after October 1, 2012, be submitted electronically via the IPP unless a waiver is requested and granted. If the Contractor is unable to submit its invoice through the IPP, the Contractor shall complete this waiver form indicating the reason for the waiver request by http://www.ipp.gov/ mailto:at%20ippgroup@stls.frb.org mailto:at%20ippgroup@stls.frb.org mailto:cfo.fm.ipp.customer.support@irs.gov selecting the appropriate box below and providing a narrative summarizing in detail the circumstances requiring a waiver.

For a solicitation, submit the waiver form with the proposal submission. For a modification that incorporates the IPP clause into an existing contract, submit the waiver form with the modification.

The CO will notify the vendor via e-mail or another appropriate means of communication prior to award as to whether their waiver has been approved or denied. If the waiver is granted, then a copy of the approved waiver must be submitted with each invoice that the vendor submits to the payment office or the invoice will be returned.

Reason for requesting a waiver of the requirement to submit an electronic invoice via the IPP:

Submission of invoices through IPP would impose a hardship on an individual (includes employees and sole proprietors) due to either a physical or mental disability; a geographic, language, or literacy barrier; or an undue financial burden. The requirement to submit invoices through the IPP is automatically waived for all individuals who do not have payment capability using ACH with a U.S. financial institution.

The political, financial or communications infrastructure where the place of business is located does not support access to the IPP for submitting invoices electronically.

The contractor is located within an area designated by the President of the United States or an authorized agency administration as a disaster area. (Please identify area/location.)

The submission of invoices electronically may pose a threat to national security, the life or physical safety of an individual may be endangered, or a law enforcement action may be compromised.

The agency does not expect to receive more than one invoice from the same contractor within a one-year period. i.e., the invoice submission is non- recurring.

The contractor customarily submits a high volume of invoices on a regular basis via file format, not currently supported by the IPP (i.e., uses a file format other than XML or CSV) and the high volume of invoices would cause a significant burden to the contractor if submitted through the IPP individually. If utilizing this exception, please identify the file formats supported by your invoicing system so that the IPP may consider implementing the requested file format at a later date. File format(s) used:

Other - Please explain:

Attach a separate sheet of paper with a summary narrative substantiating the circumstances for the waiver exception selected from above (1 through 7).

Waiver Submitted By:

Contractor Name: __________________________________ Name of Person Submitting Request for Waiver: _______________________________________ Title Signature of Person Submitting Request for Waiver: __________________________________ E-mail Address Phone No.

Contract/Order No. Date Submitted

Waiver Approved By:

Contracting Officer’s Name Printed: __________________________________________________ Contracting Officer’s Signature Date

Organizational Conflicts of Interest

(a) Purpose: The purpose of this clause is (1) to ensure that the contractor is not biased because of conflicting roles in financial, contractual, organizational, or other interests which relate to the work to be performed under this contract, and (2) to ensure the contractor does not obtain any unfair competitive advantage over other parties as a result of its work under this contract.

(b) Scope: The restrictions described herein shall apply to performance or participation by the contractor and any of its affiliates or their successors in interest (hereinafter collectively referred to as the "contractor") in any activities related to this contract.

The term contractor includes the prime contractor, subcontractors, mentors, joint ventures, consultants, or any others acting in a similar capacity.

(c) Reporting: The contractor shall immediately report to the CO any conflicts or potential conflicts that arise during the performance of work under this contract, including those that may surface at the subcontract level. Once reported, the CO may terminate the contract for convenience if such an action is in the best interest of the Government. However, should there be any misrepresentation of facts in reporting an OCI or a potential OCI, at the prime or subcontract level, or a complete failure to report such, the CO may impose the remedies provided in subparagraph (f) of this clause.

(d) Restrictions: (The CO shall list appropriate restrictions for the particular acquisition. Listed below are three sample restrictions.)

(1) The contractor shall not be eligible to participate in Internal Revenue Service contracts, subcontracts, or proposals which stem directly from the contractor's performance of work under this contract, for a period of years after the completion of this contract.

(2) The contractor shall not perform any advisory or assistance services work under this contract for a period of years, unless directed to do so by the CO, if the contractor has been or is substantially involved in the developing or marketing of its products or services or the products or services of another firm.

(3) If, under this contract, the contractor prepares a statement of work or specifications to be used in competitive acquisitions, the contractor shall be ineligible to perform or participate, in any capacity, in any acquisition which is based on said statement of work or specification for a period of years.

(e) Subcontracts: The contractor shall include a clause, substantially similar to this clause, including this subparagraph, in all subcontracts (including purchase/delivery orders), teaming arrangements, and/or other agreements calling for the performance of work related to this contract unless exempted in writing by the CO.

(f) Remedies: For breach of any of the above restrictions or for nondisclosure or misrepresentation of any facts required to be disclosed concerning this contract, including the existence of an actual or potential organizational conflict at the time of or after award, the IRS may terminate the contract for default, disqualify the contractor from subsequent related efforts, and pursue such other administrative remedies as may be permitted by law or other terms and conditions of this contract.

Mandatory IRS Security & Privacy Training for Information Systems, Information Protection and Facilities Physical Access

The Federal Information Security Modernization Act of 2014 (FISMA) requires each federal agency to provide periodic information security and privacy awareness training to all contractors/subcontractors involved in the management, use, or operation of Federal information and information systems. In addition, contractor/subcontractor personnel are subject to the Taxpayer Browsing Protection Act of 1997, which prohibits willful unauthorized inspection of returns and return information as defined in IRC 6103(b)(2) and details that any violation of the Act could result in civil and criminal penalties under IRC sections 7213, 7213A, and 7431. Contractor/subcontractor personnel are subject to the Privacy Act of 1974 (5 U.S.C. 552a; Pub. L. No. 93-579), December 1974. Contractor/subcontractor personnel are bound by the Records Management by Federal Agencies (44 U.S.C. Chapter 31) regarding the care and retention of federal records.

1. The contractor must ensure all new contractor/subcontractor personnel complete all assigned briefings which are based on the responses provided on the Risk Assessment Checklist Form 14606. These responses pertaining to access to any IRS system, including basic LAN, email, and internet; access to any Sensitive but Unclassified (SBU) data; and access to any IRS facility. Since new contractor/subcontractor personnel will not have access to the IRS training system, the COR shall provide softcopy versions of each briefing.

i. Exception: Contractor personnel (including subcontractors) performing under IRS contracts with Nonprofit Agencies Employing People Who Are Blind or Severely Disabled (as described in FAR Subpart 8.7) are exempted from the aforementioned briefing requirements, unless the contractor requests access to the training, or there is a compelling justification for requiring the training that is approved by the Contracting Officer (CO). An example of this would be in an instance where visually impaired personnel is assigned to perform systems development and has potential staff-like access to IRS information.

ii. Contractor/subcontractor personnel working with IRS information at contractor-controlled facilities with no access to the IRS network will be subject to all mandatory briefing excepting the Facilities Management Physical Security briefing as outlined in Publication 4812.

iii. Service Personnel: Inadvertent Sensitive Information Access Training Contractor personnel performing: (i) janitorial and cleaning services (daylight operations), (ii) building maintenance, or (iii) other maintenance and repair and need staff-like access to IRS facilities are required to complete Inadvertent Access to Sensitive Information (SBU) Access training.

iv. Service Personnel Security and Privacy Awareness Training: Contractor personnel providing services in the following categories are required to complete FMSS Physical Security Training:

Medical;

Cafeteria;

Landscaping;

Janitorial and cleaning (daylight operations);

Building maintenance; or Other maintenance and repair

2. In combination these mandatory briefings are known as IRS Security Awareness Training (SAT). The topics covered are: Cybersecurity Awareness, Privacy Information Protection and Disclosure, Unauthorized Access to Taxpayer Data, Records Management, Inadvertent Sensitive Information Access, Insider Threat, and/or Facilities Physical Security. The completion of the assigned mandatory briefings constitutes the completion of the Security Orientation.

3. The SAT must be completed by contractor/subcontractor personnel within 5 business days of successful resolution of the suitability and eligibility for staff-like access as outlined in IR1052.204-9000 Submission of Security Forms and Related Materials and before being granted access to SBU data. The date listed on the memo provided by IRS Personnel Security shall be used as the commencement date.

i. Note: To be authorized, all personnel must complete required training (IRS annual and role-based privacy, information protection, and disclosure training requirements, Unauthorized Access [UNAX] awareness briefings, records management briefings, and all other specialized privacy training) and background investigations before given access to SBU data (including PII and tax information). [OMB A- 130]

4. Training completion process:

The contractor must submit confirmation of completed SAT mandatory briefings for each contractor/subcontractor personnel by either:

i. Using Form 14616 signed and dated by the individual and authorized contractor management entity and returned to the COR. This option is used for new contractor/subcontractor personnel and any that do not have an IRS network account.

ii. Using the IRS training system which is available to all contractors with IRS network accounts

5. Annual Training. For contracts/orders/agreement exceeding one year in length, either on a multiyear or multiple year basis, the contractor must ensure that personnel complete assigned SAT mandatory briefings annually no later than October 31st of the current calendar year. The contractor must submit confirmation of completed annual SAT on all personnel unable to complete the briefings in the IRS training systems by submitting completed Form 14616 assigned to this contract/order/agreement, via email, to the COR, upon completion.

6. Contractor’s failure to comply with IRS privacy and security policy (to include completion and certification of SAT requirements within the timeframe specified) may be subject to suspension, revocation, or termination (temporarily or permanently) of staff-like access to IRS IT systems and facilities.

7. Flow down of clauses. The contractor shall include and flow down, in its subcontracts (or arrangements or outsourced service agreements) that entails staff-like access to SBU information by a subcontractor, at any tier, the same Federal Acquisition Regulation (FAR) and local privacy and security or safeguard clauses or provisions for protecting SBU information or information systems that apply to and are incorporated in its prime contract with IRS.

STATEMENT OF WORK

INSURANCE DATA SUBSCRIPTION SERVICE

1. BACKGROUND

The Internal Revenue Service (IRS), Large Business and International Division (LB&I) and Northeastern Compliance Practice Area (NECPA), require access to commercially available insurance industry information to support examination, analysis, appeals, and tax court litigation activities.

IRS Subject Matter Experts provide technical support to examiners, actuaries, counsel, advisors, appeals officers, and other personnel working life and non-life insurance tax matters.

Insurance is a highly regulated industry requiring an additional layer of statutory accounting information. In order to properly analyze and assess insurance tax returns, statutory accounting information is used as a starting point for reconciliation to Generally Accepted Accounting Principles (GAAP), applicable book accounting, and tax accounting requirements. Historically, analysts obtained required information through multiple public and commercial sources. This approach required substantial manual research and created challenges regarding the completeness, timeliness, consistency, and efficiency of information collection. The Government requires access to a centralized, commercially available insurance industry subscription database to improve research efficiency, reduce manual data collection, and support timely and consistent compliance analysis.

2. SCOPE

The Contractor shall provide a commercially available, web-based insurance industry subscription database that provides comprehensive current and historical life and non-life insurance information required to support IRS compliance activities.

The subscription shall provide insurance industry data, reporting, research, and analytical capabilities necessary to support IRS examinations, issue development, appeals, and tax court litigation activities.

The Contractor shall provide the subscription service throughout the Base Period and any Option Period exercised by the Government.

3. REQUIRED SUBSCRIPTION CAPABILITIES

The Contractor shall provide a commercial subscription solution that:

1. Provides access to historical and current annual and quarterly data derived from applicable insurance regulatory filings.

2. Provides statutory filing information submitted to the National Association of Insurance

Commissioners (NAIC), as applicable, and commercially available GAAP and IFRS reporting for U.S. Property & Casualty (P/C) and Life & Health (L/H) insurers.

3. Provides insurance industry information including, as commercially available, market share, reinsurance activity, investment portfolios, loss reserves, expenses, and aggregated industry metrics.

4. Provides current and historical organizational and ownership information necessary to support comparative analysis and assessment of historical business trends.

5. Provides pre-built and standard reporting capabilities and tools allowing users to develop or customize reports using selected data fields.

6. Provides analytical tools supporting peer group selection, company ranking, loss reserve analysis, reinsurance analysis, investment portfolio analysis, and related insurance industry research.

7. Provides current and historical insurer information, including applicable credit ratings, financial indicators, states and lines of business, investment information, licensing information, and relevant industry news.

8. Provides information regarding applicable corporate changes, including company name changes, domicile changes, licensing changes, mergers, and acquisitions.

9. Provides commercially available customer support, user documentation, training resources, and assistance with use of the subscription database.

10. Provides secure web-based access and commercially available data export functionality compatible with commonly used Microsoft Office file formats.

4. MINIMUM TECHNICAL AND FUNCTIONAL REQUIREMENTS

The Contractor shall:

1. Provide historical and current annual insurance data with coverage dating back to at least calendar year 2015 and update the information regularly to include the latest commercially available insurance information.

2. Provide integrated reporting, including commercially available NAIC, GAAP, and IFRS information applicable to the insurance industry.

3. Provide advanced search, filtering, and analytical capabilities that allow users to identify trends, compare historical and current performance, and conduct targeted research.

4. Provide reporting capabilities allowing authorized users to generate, customize, and export reports and datasets.

5. Provide regularly updated insurance industry news and reporting.

6. Integrate insurer information, industry information, analytical tools, and reporting functionality within a single web-based commercial subscription solution.

7. Provide continuous web-based access, except during scheduled maintenance or service interruptions.

8. Provide a user-friendly interface suitable for Government personnel without requiring specialized programming knowledge or technical expertise.

9. Provide commercially available customer support, user documentation, and training resources.

5. REQUIRED DATA

The Contractor shall provide authorized Government users with access to all data, tools, reports, and functionality included in the commercial subscription level purchased by the Government.

At a minimum, the Contractor shall:

1. Permit authorized users to save searches, reports, and datasets where such functionality is commercially available.

2. Provide commercially supported data export capabilities in standard formats compatible with Microsoft Office applications.

3. Provide data that is current, accurate, and complete in accordance with the Contractor’s commercially available data-management and quality-assurance practices.

4. Provide integrated access to applicable insurance industry performance information, reporting, industry contacts, news, and analytical tools.

5. Support research, reporting, and data analysis through an intuitive user interface.

6. Provide user account management and authentication consistent with the Contractor’s standard commercial subscription offering.

7. Maintain the confidentiality of Government user account information in accordance with applicable contractual requirements and the Contractor’s standard commercial security practices.

8. Permit licenses to be reassigned when an authorized Government user no longer requires access, to the extent supported by the commercial subscription arrangement.

6. USER ACCESS

The Government anticipates approximately five (5) authorized users.

The Contractor shall provide the required number of authorized Government users access to the subscription service throughout the applicable Period of Performance.

User access shall be established no later than the first day of the applicable Period of Performance.

7. INFORMATION ACCESS

The Contractor shall provide secure, web-based access to the subscription database through commercially available authentication methods.

The subscription service shall:

1. Be accessible via the internet twenty-four (24) hours per day, seven (7) days per week, except during scheduled maintenance or service interruptions.

2. Be compatible with currently supported standard web browsers and applicable Government operating environments.

3. Provide export capabilities for reports and datasets using commercially supported file formats compatible with Microsoft Excel, Word, and PDF, as applicable.

4. Comply with Section 508 requirements.

5. Operate without requiring installation of specialized Government software unless specifically authorized by the Government.

8. CUSTOMER SUPPORT

• The Contractor shall provide commercially available customer support throughout the Period of

Performance.

• Support shall include, as applicable:

• System access and authentication;

• Account setup;

• Technical troubleshooting;

• Data interpretation;

• Report generation assistance;

• Export functionality; and

• General system functionality and troubleshooting.

9. TRAINING

The Contractor shall provide commercially available training and onboarding support for authorized Government users upon request.

Training may include virtual instruction, recorded training, instructor-led sessions, user guides, training materials, and instruction concerning search, reporting, export, and analytical capabilities.

10. DELIVERY

The Contractor shall provide all required subscription credentials and authorized-user access no later than the first day of the applicable Period of Performance.

11. QUALITY AND PERFORMANCE

The Contractor shall provide current, accurate, and complete commercially available information consistent with its established commercial data-management and quality-assurance practices.

The subscription service shall maintain at least 99 percent availability, excluding scheduled maintenance or outages beyond the Contractor’s reasonable control.

Under normal operating conditions, searches, queries, and report-generation functionality shall respond within commercially reasonable timeframes consistent with the Contractor’s standard commercial service levels.

Reports and datasets shall remain usable when exported from the subscription service.

The Government may evaluate system functionality, reporting capability, export capability, accessibility, and operational usability throughout the Period of Performance to determine continued compliance with SOW requirements.

12. SECURITY

The Contractor shall not receive, process, store, or transmit IRS taxpayer information under this requirement.

Government users will access commercially available information through the Contractor’s web-based subscription service.

No Government Furnished Information (GFI) or Government Furnished Equipment (GFE) is anticipated under this requirement.

13. PERIOD OF PERFORMANCE

Base Period:

September 29, 2026 – September 28, 2027 Option Period One:

September 29, 2027 – September 28, 2028 Option Period Two:

September 29, 2028 – September 28, 2029 Option Period Three:

September 29, 2029 – September 28, 2030 Option Period Four:

September 29, 2030 – September 28, 2031

Provisions Incorporated by Reference:

52.204-7 System for Award Management—Registration (Oct 2025) 52.212-1 Instructions to Offerors—Commercial Products and Commercial Services 52.212-4 Contract Terms and Conditions – Commercial Products and Commercial Services

52.217-5 2043FY-26-Q-00069 Evaluation of Options 52.219-4 Notice of Price Evaluation preference for HUBZone Small Business Concerns (Oct 2025)

Full Text Provisions:

52.209-12 Certification Regarding Tax Matters.

Certification Regarding Tax Matters (Oct 2025)

(a) This provision implements section 523 of Division B of the Consolidated and Further Continuing Appropriations Act, 2015 (Pub. L. 113-235), and similar provisions, if contained in subsequent appropriations acts.

(b) If the Offeror is proposing a total contract price that will exceed $7 million (including options), the Offeror shall certify that, to the best of its knowledge and belief, it

(1) Has □ filed all Federal tax returns required during the three years preceding the certification;

(2) Has not □ been convicted of a criminal offense under the Internal Revenue Code of 1986; and

(3) Has not □, more than 90 days prior to certification, been notified of any unpaid Federal tax assessment for which the liability remains unsatisfied, unless the assessment is the subject of an installment agreement or offer in compromise that has been approved by the Internal Revenue Service and is not in default, or the assessment is the subject of a non-frivolous administrative or judicial proceeding.

(End of provision)

52.240-90 Security Prohibitions and Exclusions Representations and Certifications.

Security Prohibitions and Exclusions Representations and Certifications (Deviation Date)

(a) Definitions. As used in this provision-— Backhaul, covered article, covered telecommunications equipment or services, critical technology, FASCSA order, Intelligence community, interconnection arrangements, national security system, roaming, sensitive compartmented information, sensitive compartmented information system, source, and substantial or essential component have the meanings provided in the clause 52.240-91, Security Prohibitions and Exclusions.

Business operations means engaging in commerce in any form, including by acquiring, developing, maintaining, owning, selling, possessing, leasing, or operating equipment, facilities, personnel, products, services, personal property, real property, or any other apparatus of business or commerce.

Marginalized populations of Sudan means—

(1) Adversely affected groups in regions authorized to receive assistance under section 8(c) of the Darfur Peace and Accountability Act (Pub. L. 109-344) (50 U.S.C. 1701 note); and

(2) Marginalized areas in Northern Sudan described in section 4(9) of such Act.

Restricted business operations means business operations in Sudan that include power production activities, mineral extraction activities, oil-related activities, or the production of military equipment, as those terms are defined in the Sudan Accountability and Divestment Act of 2007 (Pub. L. 110-174).

Restricted business operations do not include business operations that the person (as that term is defined in Section 2 of the Sudan Accountability and Divestment Act of 2007) conducting the business can demonstrate—

(1) Are conducted under contract directly and exclusively with the regional government of southern Sudan;

(2) Are conducted under specific authorization from the Office of Foreign Assets Control in the Department of the Treasury, or are expressly exempted under Federal law from the requirement to be conducted under such authorization;

(3) Consist of providing goods or services to marginalized populations of Sudan;

(4) Consist of providing goods or services to an internationally recognized peacekeeping force or humanitarian organization;

(5) Consist of providing goods or services that are used only to promote health or education; or

(6) Have been voluntarily suspended.

Sensitive technology—

(1) Means hardware, software, telecommunications equipment, or any other technology that is to be used specifically—

(i) To restrict the free flow of unbiased information in Iran; or

(ii) To disrupt, monitor, or otherwise restrict speech of the people of Iran; and

(2) Does not include information or informational materials the export of which the President does not have the authority to regulate or prohibit pursuant to section 203(b)(3) of the International Emergency Economic Powers Act (50 U.S.C. 1702(b)(3)).

(b) Procedures.

(1) Covered telecommunications and video surveillance. The Offeror shall review the list of excluded parties in the System for Award Management (SAM) at https://www.sam.gov for entities excluded from receiving federal awards for “covered telecommunications equipment or services.”

(2) FASCSA Orders.

(i) The Offeror shall search in SAM for the phrase “FASCSA order” for any covered article, or any products or services produced or provided by a source, if there is an applicable FASCSA order described in paragraph (e) of FAR 52.240-91, Security Prohibitions and Exclusions.

(ii) The Offeror shall review the solicitation for any FASCSA orders that are not in SAM but are effective and apply to the solicitation and resultant contract (see FAR 40.204-1(c)(2)).

(iii) FASCSA orders issued after the date of solicitation do not apply unless added by an amendment to the solicitation.

(c) Covered telecommunications equipment or services representations. By submission of its offer, the Offeror represents that, after conducting a reasonable inquiry (that looks at any information in the Offeror’s possession but does not need to include an internal or third-party audit)—

(1) It will not provide covered telecommunications equipment or services to the Government in the performance of any contract, subcontract or other contractual instrument resulting from this solicitation, except as waived by the solicitation, or as disclosed in paragraph (g); and

(2) It does not use covered telecommunications equipment or services, or use any equipment, system, or service that uses covered telecommunications equipment or services, except as waived by the solicitation, or as disclosed in paragraph (g).

(d) FASCSA Representation. By submission of this offer, the offeror represents that it has conducted a reasonable inquiry, and that the offeror does not propose to provide or use in response to this solicitation any covered article, or any products or services produced or provided by a source, if the covered article or the source is prohibited by an applicable FASCSA order in effect on the date the solicitation was issued, except as waived by the solicitation, or as disclosed in paragraph (g). A reasonable inquiry will look at any information in the offeror’s possession but does not need to include an internal or third-party audit.

(e) Sudan certification. By submission of its offer, the offeror certifies, after conducting a reasonable inquiry (that looks at any information in the offeror’s possession but does not need to include an internal or third-party audit), that the offeror does not conduct any restricted business operations in Sudan.

(f) Iran Representation and Certifications.

(1) Except as provided in paragraph (f)(2) of this provision or if a waiver has been granted in accordance with FAR 40.203-3, the offeror, after conducting a reasonable inquiry (that looks at any information in the offeror’s possession but does not need to include an internal or third-party audit), by submission of its offer—

(i) Represents, to the best of its knowledge and belief, that the offeror does not export any sensitive technology to the government of Iran or any entities or individuals owned or controlled by, or acting on behalf or at the direction of, the government of Iran;

(ii) Certifies that the offeror, or any person (as defined at section 15 of the Iran Sanctions Act of 1996, Pub. L. 104-172, 50 U.S.C. 1701 note) owned or controlled by the offeror, does not engage in any https://www.sam.gov/ activities for which sanctions may be imposed under section 5 of the Act. These sanctioned activities are in the areas of development of the petroleum resources of Iran, production of refined petroleum products in Iran, sale and provision of refined petroleum products to Iran, and contributing to Iran’s ability to acquire or develop certain weapons or technologies; and

(iii) Certifies that the offeror, and any person owned or controlled by the offeror, does not knowingly engage in any transaction that exceeds $15,000 with Iran’s Revolutionary Guard Corps or any of its officials, agents, or affiliates, the property and interests in property of which are blocked pursuant to the International Emergency Economic Powers Act (50 U.S.C. 1701 et seq.) (see OFAC’s Specially Designated Nationals and Blocked Persons List at https://www.treasury.gov/resource-center/sanctions/SDN-List/Pages/default.aspx)

(2) Exception for trade agreements. The representation and certification requirements of paragraph (f)(1) of this provision do not apply if—

(i) This solicitation includes a trade agreements notice or certification (e.g., 52.225-6, Trade Agreements Certificate); and

(ii) The offeror has certified that all the offered products to be supplied are designated country end products or designated country construction material.

(iii) The offeror shall email questions concerning sensitive technology to the Department of State at CISADA106@state.gov.

(g) Disclosure.

(1) If the Offeror is not able to represent compliance with the prohibitions in paragraphs (c) or (d), then the Offeror shall disclose within 72 hours to the contracting office identified in paragraph (g)(2) the following information for each product or service not compliant:

(i) Contract number and order number, if applicable;

(ii) Identification of whether this disclosure relates to paragraph (c) on covered telecommunication equipment or services, or to paragraph (d) on FASCSA orders;

(iii) A description of the products or services that the Contractor identifies or has reason to suspect is prohibited (include brand; model number, such as the original equipment manufacturer (OEM) number, manufacturer part number, or wholesaler number; and item description, as applicable);

(iv) The entity that produced the product or service (include entity name, unique entity identifier, Contractor and Government Entity (CAGE) code, facilities responsible for design, fabrication, assembly, packaging, and test of the product, and whether the entity was the OEM or a distributor (provide manufacturer codes and distributor codes used for the product));

(v) Description of the functionality of the product or service and how that functionality impacts the risk to the product or service;

(vi) An explanation of any factors relevant to determining if the product or service should be permitted by an applicable exception, exemption, or waiver (if the offeror would like the Government to consider a waiver);

(vii) Whether alternative products or services are available that would be compliant with the prohibition;

(viii) If the product or service is related to item maintenance, include the following information on the item being maintained:

(A) Brand;

(B) Model number, OEM number, manufacturer part number, or wholesaler number; and

(C) Item description, as applicable.

(ix)…