Notification of the SECs Intent to Award a Single Source Purchase Order to IW Financial

Closed Special Notice Posted

Solicitation number
SECHQ116P0028
Agency
Responses due
Set-aside
No set-aside

Opportunity facts

NAICS code
523930 Investment Advice

Notice details come from SAM.gov. Updated .

Notice text

2 versions

Update #2 · Latest ·

Submit capabilility statements to cairov@sec.gov.

Update #1 ·

The U.S. Securities and Exchange Commission (SEC) intends to award a sole source contract to IW Financial. The base period of performance will be March 1, 2016 to February 28, 2017. The contract will have a base year with four option years and will result in a firm fixed price purchase order. The SEC requires access for 5 single-user passwords with unlimited access to IW Financial WorkStation - Global Compliance Product database that provides profiles of publicly traded companies with connections to any country that has been identified by the U.S. Department of State as being a state sponsor of terrorism and as having programs for the production or proliferation of weapons of mass destruction or ballistic missile systems.

The database shall include:

• An explanation of the connection between each company and the country in question, including company financial information, lawsuit details, shareholder activism, and negative publicity related to each company
• Analysis of the investment risk associated with companies with ties to those countries
• Underlying source materials used for each profile, when permitted by copyright law
• Explanation of how the vendor reached the conclusions expressed in the product
• Data included in the online profiles in Excel spreadsheet format.
• Full text search functionality
• Updated at least quarterly

Due to exclusive licensing agreements the Government intends to solicit only one source using simplified acquisition procedures in accordance with FAR 13.106-1(b). Interested organizations may submit their capability statements and qualifications for the provision of this requirement. Information received will be considered solely for the purpose of determining whether to conduct future competitive procurements. This notice of intent is not a solicitation. No solicitation or additional information will be made available with regard to this sole source notice.

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