S&P Capital IQ Data

Added: Apr 27, 2018 3:50 pm

This is a "SOURCES SOUGHT NOTICE" only. This is not a request for formal proposals or quotes. No formal solicitation document exists at this time. This request for information (RFI) is for planning purposes only and shall not be considered as an invitation for bid, request for quotation, request for proposal or as an obligation on the part of the Government to acquire any products or services. Your response to this Sources Sought Notice will be treated as information only. No entitlement to payment of direct or indirect costs or charges by the Government will arise as a result of contractor submission of responses to this announcement or the Government use of such information. This request does not constitute a solicitation for proposals or the authority to enter into negotiations to award a contract.
The United States Patent and Trademark Office (USPTO), Office of Policy and International Affairs, Office of the Chief Economist (OCE), has a requirement for economic research. The OCE requires access to business, financial, economic, and marketing data through a self-managed service with centralized access, a high volume of cross-disciplinary data, flexibility of delivery including computing cloud access, and orientation toward academic research. In an effort to obtain access to this information, OCE is seeking to procure a subscription to S&P Capital IQ Data or an equivalent database.
The following is a general description of those salient physical, functional, or performance characteristics of S&P Capital IQ Data that an "equal" item must meet to be acceptable.
• Financial Modeling application to quickly evaluate company performance , produce in-depth peer analysis, conduct backtest research with the ability to quickly generate models in desktop application built-in wizards and Excel
• Provide transparent and robust analytic datasets to assist in benchmarking, price validation, cost of capital calculation and transfer pricing
• Provide intelligence for public and private companies and industries globally with information including financials, transactions, professionals, board members, key events, ownership data and capital structure details
• Ability to dynamically analyze information in Excel and PowerPoint linking directly back to the same database
• Provide as-presented, Compustat and Capital IQ standardized financials which look into MD&A and adjusting accordingly for non-recurring charges to enhance comparability in all accounting standards including the International Financial Reporting Standards (IFRS), Financial Accounting, Standards Board (FASB), Securities & Exchange Commission (SEC) and Generally Accepted Accounting Principles (GAAP) guidelines and principles
• Provide access to all forms of financial fillings including press releases, initial filings, restatements and appropriate pre and post adjusted financial statements to improve clarity, consistency and comparability
• Provide audit ability for each line item in a financial statement to arrive at the exact location of where a line item is stated in a company filing on both a web platform and through Excel
• Provide ability to search and screen based upon financial data, professional functions, board memberships, education, transaction details, security level data , credit ratings, key events, ownership data, equity and fixed income data
• Provide ability to monitor companies, regional economies, sectors, industries and their associated constituents with the capacity to customize dashboards to reflect this information
• Key events and market moving news on both public and private companies including transactions, corporate actions and announcements, transaction rumors, product announcements and potential red flags
• Ability to receive email and web platform alerts on all relevant company and industry information
• Provide detailed transaction data including M&A, private placements, spin/split offs, takeover defenses, share buybacks and public offerings.
• Provide transparency and categorized market pricing for debt funding through Corporate Yield Curves
• Ability to incorporate proprietary data with S&P Capital IQ data side on a by-side on the platform and through Excel
• Access to private company financial information to compare against public company financials
• Access to corporate hierarchies to look at all direct and indirect subsidiaries to understand the corporate tree, customers, suppliers, ownership and potential vulnerabilities
The intent of this Sources Sought Notice is to identify potential Small Business (SB) and Large Business (LB) concerns that are capable of providing S&P Capital IQ Data or an equivalent database subscription. The anticipated base period of this subscription is 1 July 2018 through 30 June 2019. Additionally, two (2) subsequent 12-month subscriptions will be acquired; spanning from 1 July 2019 through 30 June 2021.
Responses to this Sources Sought Notice should be able to demonstrate their firm's ability, capability, and responsibility to deliver S&P Global Market Intelligence's Compustat Fundamental Data or an equivalent database subscription. Responses should include the following information: Business name, address, DUNS number, business size and Socioeconomic Category (Service Disabled Veteran-Owned Small Business, Veteran-Owned Small Business, etc.), point of contact information (e-mail address and telephone number) and product offered with detailed description.
All offerors must be registered in the System for Award Management (www.sam.com), and Representations and Certifications must be completed prior to any future offer.
Any offeror capable of providing S&P Global Market Intelligence's Compustat Fundamental Data or equivalent database subscriptions shall notify the Contracting Officer by email prior to 11 May 2018 @ 5:00 P.M. EDT. The NAICS Code is 518210, Application Service Provider, with a size standard of $32.5M million.
All information is to be submitted via e-mail to Joe.Nguyen@uspto.gov and Teressa.Kelley@uspto.gov.
Determination by the USPTO not to compete this proposed contract action based on responses to this notice is solely within of the discretion USPTO.