S&P Capital IQ Platform Subscription Services

The United States Patent and Trademark Office (USPTO), Office of Policy and International Affairs (OPIA), Office of the Chief Economist (OCE) has a requirement for continued contractor support for a S&P Capital IQ platform subscription services renewal for economic research. The platform will provide 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 robust tools that enable efficient company screening, academic research, and analysis. 

The company must have Company Search tools consisting of all elements: Method to search companies by NAICs codes, Company Search by keyword (e.g., "Internet of Things"), Batch Company Name Lookup Tool, Excel plugin with the ability to do batch company name matching inside excel.  Database Coverage consisting of all elements: Database includes private North American Companies and Public & Private International companies, using the web-based company search tool: output historical financial information for companies in search results for at least the last 20 years. Search Results consisting of all elements: Tool to find out why company is not showing up in search results (using web-based search platform), using web-based search platform: Export at least 10K search results at time to Excel file format, if searching for companies by selected keywords, online search results include both a column with the text used, and also the selected keywords are highlighted. Customer Support must include all elements:  Phone support availability at least 24 hour a day Monday through Friday. Support technician can directly access your saved company search query, generate a second company search query based on your support request, and share the generated second query directly via web platform.

For this procurement, the USPTO is exempt from the Competition in Contracting Act (CICA) as the subject requirement is being procured using the Alternative Competition Method in accordance with the Patent and Trademark Office Acquisition Guidelines (PTAG) and the Patent and Trademark Office Efficiency Act 35 U.S.C. 2(b)(4)(A). The full text is located here: https://federalregister.gov/a/2013-24316 

We have identified S&P Global Market Intelligence LLC as the only company capable of provided the required level of web-based system attributes necessary to meet all technical requirements for support of OCE.

To make this sole source determination and in accordance with PTAG 6.1.1 (b), the USPTO conducted market research which included an extensive review of SAM.gov, GSA Advantage, as well as targeted web-searches, outreach to vendors and historical knowledge of previous awards.

As a result, per PTAG 6.1.1 (d), the USPTO intends to negotiate and award firm-fixed price Purchase Order for a S&P Capital IQ platform subscription. The anticipated award date is September 29, 2024.

This requirement utilizes NAICS CODE 519290 - Web Search Portals And All Other Information Services and has a period of performance that includes a one-year base period with four option years from date of award.

This notice of intent is not a request for competitive proposals nor will a solicitation be issued to the public.  Any questions regarding this notice must be submitted in writing via email to the following points of contact (POC) no later than 1:00 PM EST on July 29, 2024.

POCs: Jennifer.Springer@uspto.gov, Contracting Officer and Emalee.Gawreski@uspto.gov, Contracting Officer

NO PHONE CALLS PLEASE

PTAG SYNOPSIS STATEMENT

The USPTO intends the subject requirement to be procured using the Alternative Competition Method in accordance with the Patent and Trademark Office Acquisition Guidelines (PTAG) and the Patent and Trademark Office Efficiency Act 35 U.S.C. 2(b)(4)(A). The subsequent solicitation will not be posted on SAM.gov and instead sent directly to the vendor listed above.

DISCLAIMER

All information received in response to this Special Notice that is marked as proprietary will be handled accordingly. Responders are solely responsible for all expenses associated with responding to this special notice.