Compile a 13F List

Pre-Solicitation Posted

This opportunity was awarded. See the award notice from , or the latest solicitation from .

Solicitation number
50310219Q0068
Agency
Securities and Exchange Commission
Responses due
Not on record
Set-aside
No set-aside

Opportunity facts

NAICS code
523930 Investment Advice
PSC
Not on record

Notice details come from SAM.gov. Updated .

Notice text

This announcement serves as a pre-solicitation notice only and not a solicitation. The Securities and Exchange Commission's (SEC), Office of Acquisitions, intends to issue a solicitation to seek a vendor who will provide services to the SEC in order to compile a 13F List. The objective of this contract is to allow the SEC to make public a quarterly report consisting of a list of securities which complies with the requirements of Section 13(f) and Rule 13f-1 to be used by institutional investment managers in the preparation and filing of Form 13F with the SEC (such list, the "13F List").

This requirement is being conducted as a non-commercial item acquisition in accordance with FAR Part 13 and FAR Part 15. The Government anticipates awarding a single Firm Fixed Price (FFP) contract as a result of the solicitation. The period of performance for this procurement shall consist of one (1) base period (to last one (1) year), and four (4) one (1) year option periods.


The Request for Quote (RFQ) shall require the submission of a technical proposal as well as a price proposal. It is the contractor's responsibility to monitor the FBO website for the issuance of the RFQ as well as any updates to the solicitation.


All contractors must be currently registered (have an active registration) in the System for Award Management (SAM.gov) (http://www.sam.gov). Further, Offerors are required to complete their Online Representations and Certifications under SAM.gov prior to submittal of a proposal. All responsible sources may submit a proposal in response to the solicitation in accordance with the terms and conditions of the solicitation, which shall be considered by the agency.


The solicitation will be posted to Federal Business Opportunities on or about April 25, 2019.


The point of contact is Consuela Ginn, Contract Specialist, who may be reached at ginnc@sec.gov.

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Notice history

Notices posted for this opportunity, newest first
Notice Type Posted
13F List Award Award Notice
Compile 13F List Latest solicitation Solicitation
Compile a 13F List This notice · Original Pre-Solicitation

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