Financial Data Sources subscription
Closed Pre-Solicitation Posted
- Solicitation number
- 50310226Q0222
- Responses due
- Set-aside
- No set-aside
Opportunity facts
- NAICS code
- Not on record
- PSC
- Not on record
- Place of performance
- Washington, District of Columbia 20549, United States
- Points of contact
Notice details come from SAM.gov. Updated .
About this opportunity
The U.S. Securities and Exchange Commission is conducting a sources-sought notice for a Financial Data Sources subscription, with responses due by 3:00 PM EDT on September 16, 2026, and question submissions due by 3:00 PM EDT on August 31, 2026.
The SEC strongly prefers a Commercial Off The Shelf (COTS) subscription and will not accept proposals requiring development. The agency seeks a single provider capable of delivering interoperable datasets through a consolidated platform with unified interfaces, though alternative commercial data sources meeting full requirements will receive consideration. All identified datasets are designated mission-critical and will support market supervision, economic analysis, rulemaking, risk-based examination planning, enforcement, and investigation activities.
The requirement encompasses three delivery models: data accessible via the Wharton Research Data Services (WRDS) platform, delivered data on SEC servers, and data delivered via vendor platform. WRDS-accessible data includes I/B/E/S Estimates and Guidance, U.S. Earnings Consensus Surprise Data, Insider Filing Data, Mutual Fund Ownership and 13F Ownership data, and Dealscan. Delivered data includes the Lipper Hedge Fund Database. Platform-based data encompasses Financial Transactions Databases covering equity and debt new issues, global mergers and acquisitions, and private equity; Financial Time Series and Economic Information Data including global equities, indices, bonds, economic indicators, and foreign exchange rates; Standardized Financial Statement and Financial Ratio Information; and Market and Company Data including SEC filings, equity research reports, and company financial and governance information. User seats total 550 on the platform plus one SDC Platinum ALL user, with smaller groups for WRDS and delivered data. The SEC prefers broad geographic coverage and will favorably consider enhancements such as entity resolution, ownership transparency, relationship mapping, and workflow automation.
Responses must include a three-page summary with company information and SAM UEI, a 15-page capability description, completed Requirement Matrix Checklists and Questionnaire (Attachment 2), and a Price Estimate Spreadsheet (Attachment 3) with Base Year pricing (anticipated start March 2027) and four Option Years. Pricing must be submitted by category with supporting notes. SEC responses to vendor questions were posted on September 2, 2026.
Notice text
2 versions
Update #2 · Latest ·
Update (09/02/2026): This notice is updated to post the SEC's responses to questoins (see attached). All other terms of the notice remain unchanged.
Original Posting (08/20/2026):
The U.S. Securities and Exchange Commission (SEC) is issuing this notice to seek sources for a Financial Data Sources subscription in accordance with Attachment 1 – SEC Draft Requirements List. The SEC has a preference for a Commercial Off The Shelf (COTS) subscription. The SEC is not seeking a subscription that requires development.
Each respondent to this Sources Sought notice shall provide the following:
1. Summary/cover letter (limited to 3 pages) with following company information:
- Business name and address;
- SAM Unique Entity Identifier (UEI) number
- Name of company representative and their business title;
- Business size and any whether company has any current socio-economic classifications (e.g. Service Disabled Veteran Owned Small Business (SDVOSB)
- Existing contract vehicles available to the Government for the procurement of the requirement, such as the General Service Administration or FEDLINK
2. Description of your company’s capability to meet the requirements in Attachment 1 – SEC Draft Requirement List. Note: merely restating the requirements is not sufficient. (limited to 15 pages, note: summary/cover letter does not count against this limit)
3. A completed response to Attachment 2 – SEC Questionnaire and Requirement Matrix Checklists.
4. A completed response to Attachment 3 - Price Estimate Spreadsheet. Responses shall include a price estimate breakdown for one Base Year and four Option Years.
Question Deadline: All questions regarding this notice must be submitted to garrettj@sec.gov by no later than 3:00 PM EDT on August 31, 2026. The SEC will post responses to all questions on SAM.gov.
Response Deadline: All responses to this notice must be submitted to garrettj@sec.gov by no later than 3:00 PM EDT on September 16, 2026. All responses must include: summary/cover letter, description your company’s capability to meet the SEC’s draft Requirements, completed response to the Attachment 2 – Requirements Matrix Checklists & Questionnaire, completed response to Attachment 3 - Price Estimate Spreadsheet.
Note: The SEC may contact respondents for further information including one-on-one meetings and demos as part of the market research process.
DISCLAIMER: THIS SOURCES SOUGHT IS FOR INFORMATIONAL PURPOSES ONLY. THIS IS NOT A REQUEST FOR PROPOSAL. IT DOES NOT CONSTITUTE A SOLICITATION AND SHALL NOT BE CONSTRUED AS A COMMITMENT BY THE GOVERNMENT. RESPONSES IN ANY FORM ARE NOT OFFERS AND THE GOVERNMENT IS UNDER NO OBLIGATION TO AWARD A CONTRACT AS A RESULT OF THIS ANNOUNCEMENT. NO FUNDS ARE AVAILABLE TO PAY FOR PREPARATION OF RESPONSES TO THIS ANNOUNCEMENT. ANY INFORMATION SUBMITTED BY RESPONDENTS TO THIS TECHNICAL DESCRIPTION IS STRICTLY VOLUNTARY.
Proprietary information and trade secrets, if any, must be clearly marked on all materials. All information received that is marked Proprietary will be handled accordingly. Please be advised that all submissions become Government property and will not be returned. The Government shall not be held liable for any damages incurred if proprietary information is not properly identified.
Update #1 ·
The U.S. Securities and Exchange Commission (SEC) is issuing this notice to seek sources for a Financial Data Sources subscription in accordance with Attachment 1 – SEC Draft Requirements List. The SEC has a preference for a Commercial Off The Shelf (COTS) subscription. The SEC is not seeking a subscription that requires development.
Each respondent to this Sources Sought notice shall provide the following:
1. Summary/cover letter (limited to 3 pages) with following company information:
- Business name and address;
- SAM Unique Entity Identifier (UEI) number
- Name of company representative and their business title;
- Business size and any whether company has any current socio-economic classifications (e.g. Service Disabled Veteran Owned Small Business (SDVOSB)
- Existing contract vehicles available to the Government for the procurement of the requirement, such as the General Service Administration or FEDLINK
2. Description of your company’s capability to meet the requirements in Attachment 1 – SEC Draft Requirement List. Note: merely restating the requirements is not sufficient. (limited to 15 pages, note: summary/cover letter does not count against this limit)
3. A completed response to Attachment 2 – SEC Questionnaire and Requirement Matrix Checklists.
4. A completed response to Attachment 3 - Price Estimate Spreadsheet. Responses shall include a price estimate breakdown for one Base Year and four Option Years.
Question Deadline: All questions regarding this notice must be submitted to garrettj@sec.gov by no later than 3:00 PM EDT on August 31, 2026. The SEC will post responses to all questions on SAM.gov.
Response Deadline: All responses to this notice must be submitted to garrettj@sec.gov by no later than 3:00 PM EDT on September 16, 2026. All responses must include: summary/cover letter, description your company’s capability to meet the SEC’s draft Requirements, completed response to the Attachment 2 – Requirements Matrix Checklists & Questionnaire, completed response to Attachment 3 - Price Estimate Spreadsheet.
Note: The SEC may contact respondents for further information including one-on-one meetings and demos as part of the market research process.
DISCLAIMER: THIS SOURCES SOUGHT IS FOR INFORMATIONAL PURPOSES ONLY. THIS IS NOT A REQUEST FOR PROPOSAL. IT DOES NOT CONSTITUTE A SOLICITATION AND SHALL NOT BE CONSTRUED AS A COMMITMENT BY THE GOVERNMENT. RESPONSES IN ANY FORM ARE NOT OFFERS AND THE GOVERNMENT IS UNDER NO OBLIGATION TO AWARD A CONTRACT AS A RESULT OF THIS ANNOUNCEMENT. NO FUNDS ARE AVAILABLE TO PAY FOR PREPARATION OF RESPONSES TO THIS ANNOUNCEMENT. ANY INFORMATION SUBMITTED BY RESPONDENTS TO THIS TECHNICAL DESCRIPTION IS STRICTLY VOLUNTARY.
Proprietary information and trade secrets, if any, must be clearly marked on all materials. All information received that is marked Proprietary will be handled accordingly. Please be advised that all submissions become Government property and will not be returned. The Government shall not be held liable for any damages incurred if proprietary information is not properly identified.
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