Notification of the SEC’s intent to award a sole source purchase order for subscription to financial information

The U.S. Securities and Exchange Commission (SEC) intends to use the procedures of FAR Part 13.501(a) to award a fixed-price purchase order on a sole source basis to Refinitiv US LLC for subscription to financial information including fixed income ownership and institutional investor profile data, and Business Development Companies (BDC) data.    The SEC requires fixed income ownership and institutional investor profile data including historical data dating back to 1998, and BDC data including holdings and performance analysis for at least 100 BDCs, aggregated publicly traded and non-traded BDC data, fund-specific information, and comparative analysis on BDCs.   Refinitiv US LLC is the only known source that has subscription products that meet all of the data requirements in the format required by the SEC.    

The total estimated value of the contract is below the dollar threshold in FAR 13.5 for the Test Program for Certain Commercial Items.  The anticipated period of performance of the contract is a Base Period of 24 months and to three Option Periods of 12 months each.  The SEC anticipates awarding a purchase order to Refinitiv US LLC on or about July 25, 2023.

This notice is not a competitive request for proposals. A competitive solicitation will not be issued. However, the government will give consideration to interested parties that identify their interest and capability to respond to the requirement or submit proposals by the response date of this notice.