Defined Contribution Research Subscription
Awarded Limited / Sole Source Justification Posted
- Solicitation number
- PR-26-OPR-0002
- Set-aside
- No set-aside
Opportunity facts
- Contract number
- FRTIB1-26-P-0002
- NAICS code
- 541990 All Other Professional, Scientific, and Technical Services
- PSC
- R499 Support- Professional: Other
- Place of performance
- Washington, District of Columbia, United States
- Points of contact
Notice details come from SAM.gov. Updated .
About this opportunity
The Federal Retirement Thrift Investment Board (FRTIB) issued a Limited/Sole Source Justification Notice for the procurement of a Cerulli Associates Inc. subscription to provide comprehensive retirement investment market analysis and research resources. The subscription, valued at $121,000 over five years with annual costs ranging from $23,000 to $25,400, includes proprietary reports such as the U.S. Retirement Markets annual report, U.S. Defined Contribution Distribution annual report, U.S. Retirement End Investor annual report, The Cerulli Edge quarterly retirement edition, and access to Cerulli Retirement Interactive Data along with the Lodestar online analytical tool. FRTIB determined that Cerulli Associates Inc. was the sole vendor capable of meeting their specific requirements, as the company possesses unique proprietary reports and specialized analytical tools featuring dynamic charts and visual displays essential for retirement market analysis. Following market research that included a Request for Information and Statement of Work, FRTIB justified the sole-source procurement based on Cerulli's exclusive capabilities in this specialized market segment. The contract (FRTIB1-26-P-0002) was awarded to Cerulli Associates Inc. on May 4, 2025, under NAICS code 541990 (All Other Professional, Scientific, and Technical Services).
Notice text
Awarded contract FRTIB1-26-P-0002 to unknown vendor for unknown amount on 2025-05-04.
Files
| File | Type | Posted |
|---|---|---|
| Limited Sole Source_defined contribution.pdf |
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