Financial Subscription Licenses

The CHIPS Program Office (CPO) requires licenses to a platform to assist employees in accessing and working with financial data of publicly-traded semiconductor companies, including SEC filings and earnings transcripts. This data helps inform CPO decision-making around overall risk profile, risk ratings, underwriting analysis, and portfolio monitoring for CHIPS direct funding and loan award applicants. 

CPO is interested in procuring licenses to an all-in-one data platform platform. The platform should help streamline CPO financial risk analysis by providing timely email alerts, sophisticated search capabilities across filings and transcripts, and collaborative features. The all-in-one data platform should provide tools to efficiently analyze a large magnitude of documents across various companies and data sources. The platform should include access to key company information such as recent and historical earnings transcripts, articles of incorporation, credit agreements, corporate structure, insider transactions, institutional ownership, and events.

The platform at the minimum shall have the following characteristics:

•           Comprehensive, seamless search function for finding data and information across publicly-traded semiconductor company transcripts and other SEC filings.

•           Ability to quickly download company documents and financial data included in earnings transcripts and other documents.

•           Ability to efficiently collaborate and share documents and data with team members.

•           Solution must be fully accessible from a web browser.

•           Solution must provide the ability to trace the underlying build and source of financial statements (e.g., what individual line items are being considered to calculate EBITDA).

HOW TO RESPOND TO THIS NOTICE

In responding to this notice, please DO NOT PROVIDE PROPRIETARY INFORRMATION.  Please describe your capabilities to meet the Government’s requirements identified above. In addition, describe if the product can be procured via a third part reseller.

Please include only the following information, readable in either Microsoft Word 365, Microsoft Excel 365, or .pdf format, in the response.  Submit the response by email to Robert Singman at robert.singman@nist.gov notice as soon as possible, and preferably before the closing date and time of this notice.

• Provide the complete name of your company, address, name of contact for follow-up questions, their email, their phone number and, if your company has an active registration in https://sam.gov, your company’s Unique Entity ID (UEI).

• Identify any aspects of the description of the requirements in the BACKGROUND section above that could be viewed as unduly restrictive or create unnecessary barriers that adversely affect your firm’s ability to fully participate in a procurement for such services and explain why.  Please offer suggestions for how the requirements could be organized or structured to encourage the participation of small businesses.

• For NAICS code: 519290 - Web Search Portals and All Other Information Services. Small Business Size Standard 1000 employees.

• Indicate whether your company is (a) a small business or (b) other than small business.  See the Table of Small Business Size Standards and the associated .pdf download file for small business size standards and additional information.

• If you believe the NAICS code listed in this notice is not the best NAICS code for the type of product addressed in this notice, identify an alternative NAICS code that you believe would be more appropriate for the planned procurement. 

• If your firm has existing Federal Supply Schedule contract(s) or other contracts for services against which the Department may be able to place orders, identify the contract number(s) and other relevant information.

• Describe your firm’s experience (as a prime, subcontractor, or consultant) providing the services described in Background section.

• Provide any other information that you believe would be valuable for the Government to know as part of its market research for this requirement.

• Please let us know if you would like to engage to get a better understanding of the requirement or need additional information about the Government’s requirement for the services described in the Background section. 

IMPORTANT NOTES

The information received in response to this notice will be reviewed and considered so that the NIST may appropriately solicit for its requirements in the near future. 

This notice should not be construed as a commitment by the NIST to issue a solicitation or ultimately award a contract. 

Responses will not be considered as proposals or quotations.

No award will be made as a result of this notice. 

The NIST is not responsible for any costs incurred by the respondents to this notice.

The NIST reserves the right to use information provided by respondents for any purpose deemed necessary and appropriate.

Thank you for taking the time to submit a response to this request!