Online Subscription for Financial Information Access for Office of Credit Risk Management

Past Recompete Updated

Agency
Solicitation expected
Not on record
Estimated value
$251,000 to $500,000
Set-aside
Total Small Business

Forecast facts

Anticipated award
Through
NAICS code
519290 Web Search Portals and All Other Information Services
Forecast number
23665
Points of contact

Forecast details come from the GSA Acquisition Gateway. Agencies' dates and values are estimates.

About this forecast

This is a recompete federal contract opportunity from the Small Business Administration (SBA) for an online subscription service to provide financial information and data access. The key requirements include providing real-time news and alerts, industry-specific financial market data, regulatory and performance data on federally regulated lending entities, and the ability to generate customized reports. The estimated award date is June 30, 2024.

The contract is set aside for small businesses and the specific details on the award value or budget range are not provided. However, the scope of services indicates the need for a robust and comprehensive financial data and analysis platform to assist the SBA in monitoring the financial health and performance of its lending partners.

Forecast text

This subscription should have the expertise to assist in providing:

  • Real-time news/alerts, news archive, and company profiles;
  • Industry specific financial market data feed;
  • Documents, industry/market data, research reports as entitled;
  • Standardized and as-reported sector-specific financials, transcripts, presentations;
  • Mergers & acquisitions data, capital offerings, institutional ownership;
  • Peer comparison, credit ratings and analyst estimates;
  • Asset-level and regulatory data, excel integration tools and mapping/demographics for financial institutions, publicly traded banks, thrifts, specialty finance companies, and investment companies to assist in monitoring SBA’s lenders;
  • Performance metrics and financial statements for making comparisons;
  • Ability to build unique downloadable reports (Excel format) across all federally regulated lending entities with corresponding unique identifiers (FDIC, NCUA etc.) for each entity. This should be available via a web-based application;
  • Ability to pull vast array of rates and values into reporting into downloadable format.  This functionality should encompass rates and values built off of the four primary financial statements (Balance Sheet, Income Statement, Cash Flow Statement, and Statement of Changes in Equity);
  • Ability to pull all regulatory order / enforcement action information through reporting in downloadable format; this information should include but not be limited to type of regulatory order, issue date, modified date, and termination date;
  • Provide a landing page for each federally regulated lending entity detailing financial, ownership, and other pertinent aspects. This landing page will deliver a well-rounded view of the lending entity, providing the type of detail and insight an investor or regulating body would need to assess the financial integrity and trajectory of the institution. Provide the ability to download federally required reporting (10-K, 10-Q etc.), all regulatory order / enforcement action information, and other pertinent publications/releases at this landing page location as well. This should be available via a web-based application; 
  • Training of new users and client support; and
  • Provide an interactive demonstration of the service. 

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