Private Equity and Private Credit Data Services
Open Solicitation Posted
- Solicitation number
- 2031JW27Q00013
- Agency
-
Office of the Comptroller of the Currency
Department of the Treasury
- Responses due
- Set-aside
- No set-aside
Opportunity facts
- NAICS code
- 519290 Web Search Portals and All Other Information Services
- PSC
- B507 Special Studies/Analysis- Economic
- Place of performance
- Washington, District of Columbia 20219, United States
Notice details come from SAM.gov. Updated .
About this opportunity
The Department of the Treasury's Office of the Comptroller of the Currency seeks private equity and private credit data subscription services under a single-award, firm-fixed-price contract, with quotations due November 30, 2026, at 4:00 PM ET. The procurement is unrestricted, with no set-aside, and is issued as a combined synopsis/solicitation RFQ under FAR Subpart 12 for commercial products and services. It is classified under NAICS 519290, with a 1,000-employee small business size standard, and PSC B507.
Place of performance is Washington, DC 20219. All data collection, storage, and processing must remain within the United States. The period of performance is a 12-month base year (2027) and four 12-month option years (2028 through 2031).
Two pricing options are offered: five user licenses with simultaneous data retrieval and download via API or bulk download, and an optional package of up to 12 user licenses with content-written reports and limited download capability. Required coverage includes over 500,000 portfolio companies, more than 40,000 investors, over 150,000 funds, and over 600,000 deals with historical coverage since 2014. Other requirements include daily data updates, API access with at least 20,000 annual data calls (with an optional 20,000 additional calls per period), entity identification and linkage capabilities, clear data documentation, and customer support within 48 hours. Section 508 ICT accessibility compliance is documented through a Voluntary Product Assessment Template (VPAT).
Quoters submit three volumes: a Vendor Solicitation Response Matrix, completed CLIN pricing tables, and solicitation fill-in information, including tax certifications and the VPAT. Award is based on comparative evaluation that prioritizes the response matrix, oral demonstration performance, and price. Oral demonstrations must show entity linkage capabilities across CLO and BDC portfolios. Questions are due November 18, 2026, at 4:00 PM ET. Contract specialist Christine Guy and contracting officer Casey Helman are the points of contact.
Notice text
COMBINED SYNOPSIS/SOLICITATION REQUEST FOR QUOTATION (RFQ)
Issuing Office: U.S. Department of Treasury, Comptroller of the Currency, Acquisition Management 400 7th Street SW, Washington, DC 20219
Agency Contacts: Christine Guy, Contract Specialist, Christine.Guy@occ.treas.gov, Casey Helman, Contracting Officer, Casey.Helman@occ.treas.gov
Solicitation Number: 2031JW27Q00013
Title: Private Equity and Private Credit Data Services
Solicitation Release Date: November 13, 2026
Questions Due Date: November 18, 2026, at 4:00 PM ET
Quotation Due Date: November 30, 2026, at 4:00 PM ET
This is a combined synopsis/solicitation issued in accordance with Federal Acquisition Regulation (FAR) Subpart 12 Acquisition of Commercial Products and Commercial Services, as supplemented with additional information included in this notice. This solicitation is issued as a request for quotation (RFQ) and will be carried out to establish a single-award contract for Private Equity and Private Credit Data Services. This requirement is being solicited as un unrestricted procurement (i.e., is NOT set aside for small business). NAICS code for this acquisition is 519290, “Web Search Portals and All Other Information Services,” and the small business size standard is 1,000 employees.
Files
| File | Type | Posted |
|---|---|---|
| 2031JW27Q00013 PEandPC Data Services.pdf | ||
| Attachment 2 - QandA Worksheet.xlsx | XLSX spreadsheet | |
| Attachment 3 - Vendor Solicitation Response Matrix.xlsx | XLSX spreadsheet | |
| Attachment 1 - Pricing Table for CLIN Descriptions.xlsx | XLSX spreadsheet |
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