RFQ - OCC's Probability of Default Data

Closed Solicitation Posted

This opportunity was awarded. See the award notice from .

Solicitation number
2031JW24Q00007
Agency
Office of the Comptroller of the Currency Department of the Treasury
Responses due
Set-aside
No set-aside

Opportunity facts

NAICS code
541690 Other Scientific and Technical Consulting Services
PSC
B507 Special Studies/Analysis- Economic
Place of performance
United States

Notice details come from SAM.gov. Updated .

About this opportunity

The Office of the Comptroller of the Currency is soliciting proposals to provide probability of default data for U.S. and foreign public companies through a firm-fixed-price contract with a period of performance from December 15, 2023 through December 14, 2028 if all option periods are exercised. Proposals are due by October 31, 2023 and will be evaluated based on technical capability, corporate experience, and price factors to award a single source contract. The solicitation incorporates FAR provisions and questions must be submitted by October 17, 2023.

There is no set-aside designation. The NAICS code is 541990 and PSC code is R499. The incumbent contractor is not named. The contract will provide probability of default data for up to 35 users through both downloadable files and a secure file transfer portal. The data must cover U.S. and foreign public companies dating back to 2010 with daily updates, and optional data for U.S. banks and thrifts would be quarterly. The place of performance is within the United States.

Notice text

This is a COMBINED SYNOPSIS/SOLICITATION for commercial items prepared in accordance with a format tailored in meeting FAR Subpart 12.6, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; quotations are being requested as a written solicitation WILL NOT be issued.  The solicitation reference number is 2031JW24Q00007. The Department of Treasury, Office of the Comptroller of the Currency (OCC), Office of Acquisition Management (AQM), on behalf of the Supervision Risk & Analysis Division, is issuing a combined synopsis/solicitation to procure an electronic file and/or portal access to probability of default data. See the solicitation (i.e., request for quote (RFQ)), for details.  THIS REQUIREMENT IS BEING SOLICITED UNRESTRICTED.  The period of performance of the resulting contract shall be from December 15, 2023 through December 14, 2028, should all four 12-month option periods be exercised.  The solicitation document incorporates all mandatory commercial item provisions and clauses in effect through Federal Acquisition Circular 2023-05; effective September 22, 2023.  All Quoters that provide a quotation package: 1) agrees to the terms and conditions identified within the solicitation (RFQ’s provisions and clauses); 2) must be capable of providing the technical services require and comply with the established security requirements; 3) quote a solution that is accessible via electronic file data and/or portal access; and 4) must be able to provide the probability of default data services for the specified performance period.  Quoters that cannot provide the requirements and/or perform the services sought for the duration of the resulting performance period should not provide a quote.

All Quoters must have an active registration in the System for Award Management (SAM) at https://sam.gov     

The provisions at 52.212-1 with addendum, 52.212-2, 52.212-4 with addendum, and 52.212-5 applies to this acquisition, and are either incorporated by reference or in full-text in the attached RFQ.  The complete text of the FAR and clauses and provisions are available online at http://www.acquisition.gov/far/

Questions Submission: Any questions regarding this solicitation shall be submitted to the OCC via email at Anethra.Facione@occ.treas.gov no later than 12:00 PM ET Tuesday, October 17, 2023.  A response reply to questions will be provided timely.  All responsible sources may submit a quote that, if timely received, shall be considered by the agency (OCC) for evaluating. 

Quotations must be received by 12:00 PM ET Tuesday, October 31, 2023.  Quotation packages shall be submitted electronically to Anethra Facione at Anethra.Facione@occ.treas.gov

QUOTERS MUST COMPLETE AND SUBMIT WITH ITS QUOTATION PACKAGE, BOTH WHICH ARE PROVIDED WITHIN THE RFQ (ATTACHED):

FAR 52.229-11 TAX ON CERTAIN FOREIGN PROCUREMENTS—NOTICE AND REPRESENTATION (JUN 2020)

AND

OCC 1052.239-8001 INFORMATION AND COMMUNICATION TECHNOLOGY (ICT) ACCESSIBILITY (JAN 2023)

(SEE ATTACHMENTS FOR DETAILS)

Attachments

Files attached to this notice, newest first
File Type Posted
SF 30 A0001_2031JW24Q00007_PDD QandA-Govt.pdf PDF
Attachment D_QandA Worksheet-Government.pdf PDF
RFQ 2031JW24Q00007_Prob of Default Data Supp.pdf PDF
Attachment B_Corporate Experience.docx DOCX document
Attachment A_Price-Cost Schedule.xlsx XLSX spreadsheet
Attachment D_Questions and Answers Worksheet.xlsx XLSX spreadsheet
CSSN_2031JW24Q00007_PDD.pdf PDF
Attachment C_Quoters Provisions Response.docx DOCX document

Notice history

Notices posted for this opportunity, newest first
Notice Type Posted
AWARD NOTICE - OCC's Probability of Default Data Award Award Notice
RFQ - OCC's Probability of Default Data This notice · Latest solicitation Solicitation

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