13F List Services
Closed Solicitation Posted
This opportunity was awarded. See the award notice from , or the latest solicitation from .
- Solicitation number
- 50310224R0006
- Responses due
- Set-aside
- No set-aside
Opportunity facts
- NAICS code
- 523210 Securities and Commodity Exchanges
- Place of performance
- Washington, District of Columbia, United States
- Points of contact
-
- Kathleen Ferte fertek@sec.gov (202) 551-6946
Notice details come from SAM.gov. Updated .
About this opportunity
The Securities and Exchange Commission (SEC) is seeking a qualified vendor to provide 13F list services, a quarterly list of public securities that complies with the requirements of Section 13(f) and Rule 13f-1 of the Securities Exchange Act of 1934. The vendor will be required to deliver the 13F list electronically to the SEC within 10 business days before the end of each calendar quarter. The contract has a one-year base period and four one-year option periods. The SEC estimates the level of effort to be 44 hours per period. Offers will be evaluated based on technical factors, which are more important than price, to determine the best value to the government.
This is a full and open competition, with no set-aside designations. The primary NAICS code is 541611 (Administrative Management and General Management Consulting Services), and the PSC code is R408 (Support- Professional: Management). There is no information provided about potential incumbents or award values. The place of performance is Washington, DC, USA.
Notice text
3 versions
Update #3 · Latest ·
This is an amendment 002 to provide Questions and Answers to the subject RFP for 13F list services..
Update #2 ·
This is an amendment to update the Statement of Work in the RFP only.
The SEC is seeking a qualified vendor to provide 13F list services, a quarterly list of public securities which complies with the requirements of Section 13(f) and Rule 13f-1 of the Securities Exchange Act of 1934 as indicated in the RFP. All interested vendors should carefully review the solicitation and attachments in their entirety and submit questions (if needed) and subsequent proposal in accordance with the timelines specified in the solicitation.
Update #1 ·
The SEC is seeking a qualified vendor to provide 13F list services, a quarterly list of public securities which complies with the requirements of Section 13(f) and Rule 13f-1 of the Securities Exchange Act of 1934 as indicated in the RFP. All interested vendors should carefully review the solicitation and attachments in their entirety and submit questions (if needed) and subsequent proposal in accordance with the timelines specified in the solicitation.
Attachments
| File | Type | Posted |
|---|---|---|
| SF33_RFP 50310224R0006 002.pdf | ||
| Questions and Answers_RFP 50310224R0006.pdf | ||
| 50310224R0006 Amend 001.pdf | ||
| Att 1_NDA Contractor Entity.pdf | ||
| Att 4_13F List.txt | TXT text file | |
| RFP 50310224R0006.pdf | ||
| Att 3_13F_Report.pdf | ||
| Att 2_ NDA Contractor Personnel.pdf |
Notice history
| Notice | Type | Posted |
|---|---|---|
| 13F List Services | Award Notice | |
| 13F List Services | Solicitation | |
| 13F List Services | Solicitation | |
| 13F List Services | Pre-Solicitation |
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