SS-OFR-22-046.pdf

INTENT TO SOLE SOURCE

Wharton Research Data Services products (WRDS)

#SS-OFR-22-046

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 contract with Trustees of the University of Pennsylvania, 3451 Walnut St Ste 440A, Philadelphia, PA 19104-6205, on a sole source basis. There is no competitive vendor or regulatory agency that provides these datasets. The proposed Contractor developed and owns the propriety and patented hardware, software and algorithms 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.

Pursuant to its mandate, the OFR/FSOC has a need for access to business, financial, economic, and marketing data through a self-managed service with centralized access; a high volume of cross-disciplinary data; and flexibility of delivery including computing cloud access. With this data, the OFR/FSOC also requires technical and research technical, and research specialists available for online assistance and orientation toward academic research information furnished on a platform which consolidates access to major datasets and databases used by academia, regulatory agencies, and commercial entities with financial market and economic information requirements to meet these needs, the OFR/FSOC is pursuing Wharton Research Data Services (WRDS) access.

WRDS consolidates access through one platform to commonly accessed financial data sets such as FactSet Revere, S&P CUSIP, Hedge Fund Research, and others. WRDS also provides access to financial datasets required for regulatory and financial research datasets not available elsewhere critical to OFR regulatory and financial research.

The aforementioned datasets reside on the WRDS platform and are provided at no additional cost to academic and government researchers. These datasets include but are not limited to: Bank Regulatory Database, Blockholders, the Fama-French Portfolio analysis factors; FDIC bank filings; Federal Reserve Bank Reports; the SEC Disclosure of Order Execution; and TRACE which provides OTC corporate bond transaction information.

The OFR and FSOC will use the proposed contractor’s brand name product for the continuing mission to deliver an annual assessment of the state of the U.S. financial system, as required by the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010.

The period of performance for the purchase order is anticipated to be a twelve (12) month base period with four (4) option periods of twelve (12) months each. The total estimated value of this purchase order will 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 02/11/2022. Responses must be submitted electronically to purchasing@fiscal.treasury.gov, WRDS /Attn: KZ - CW. 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 Trustees of the University of Pennsylvania.

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, mailto:purchasing@fiscal.treasury.gov

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. DUNS 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 the purchase order is anticipated to be a twelve (12) month base period with four (4) option periods of twelve (12) months each. Fiscal Service may consider information received no later than 12:00 p.m. EST on Friday, February 11, 2022, submitted electronically to purchasing@fiscal.treasury.gov, WRDS /Attn:

KZ - CW.

mailto:purchasing@fiscal.treasury.gov