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FBO DAILY ISSUE OF JULY 20, 2012 FBO #3891
SOLICITATION NOTICE

D -- Data Subscription Services

Notice Date
7/18/2012
 
Notice Type
Presolicitation
 
NAICS
519190 — All Other Information Services
 
Contracting Office
Department of the Treasury, Internal Revenue Service (IRS), National Office Procurement (OS:A:P), 6009 Oxon Hill Road, Suite 500, Oxon Hill, Maryland, 20745
 
ZIP Code
20745
 
Solicitation Number
TOFS-FY-12-30
 
Archive Date
8/9/2012
 
Point of Contact
Beverly Johnson, Phone: 202-283-5049
 
E-Mail Address
Beverly.Johnso@irs.gov
(Beverly.Johnso@irs.gov)
 
Small Business Set-Aside
N/A
 
Description
Sole Source -- Synopsis This action is being taken pursuant to FAR 6.302-1. This notice of intent is NOT a request for competitive proposals. The Internal Revenue Service (IRS), Office of Treasury Procurement Services (OTPS) intends to negotiate and award a sole source contract to SNL Financial LC for Data Subscription Services in support of Treasury’s Office of Financial Stability (OFS). The services under this proposed effort include the following: 1) Provide financial data (GAAP and Regulatory data) on Commercial Banks, Thrifts and Credit Unions since 1990. Regulatory data includes Call Reports, Y9s, Thrift Financial Reports (TFR) and Financial Performance Reports (FPR) for Credit Unions. 2) Provide additional critical data used in analysis of financial service institutions including M&A history, capital offerings, deposit market share, officers and directors, compensation, news, transcripts, presentations, SEC filings, and press releases. 3) Present data in a consolidated form that can be both downloaded into the MS excel suite (most important - Excel) and customized in a presentation format (custom report creation as a PDF file). 4) Provide custom mapping tools and demographic data (e.g., MSA level population and income data), including deposit and branch level data on financial institutions. 5) Provide merger modeling functionality 6) Provide regulatory enforcement action data on depositories 7) Provide peer groupings and analysis for depositories 8) Indicate which regulated depositories are TARP participants and present them in a consolidated form with the ability to download into Excel and customize in a presentation format (such as a PDF file). 9) Offer an Excel Add-in function which pulls requested bank data from the internet directly into Excel spreadsheets 10) Offer an Excel Add-in that provide an extensive data wizard to pull ad-hoc queries and reports of banking data 11) Provide an Excel Add-in that provide a template library for data in banking, insurance, securities and investments, specialty finance, and financial technology industries 12) Offer an Excel Add-in that provide a template library for finance data by geographic region 13) Offer an Excel Add-in that provides a “Refresh” function to update existing data in existing spreadsheets 14) A telephone line or live chat function for immediate customer support 15) Provide a web-based “Knowledge Center” for educational materials (including white papers, training slideshows, audio seminars, etc.) regarding the developments in the banking and finance industries 16) Offer a market share data at the State, MSA, County, and City levels with the ability to download into Excel 17) Provide data on bank failures, including terms of FDIC assisted transactions, with the ability to download into Excel 18) Provide a functionality to create portfolios of institutions with the ability to track all filings, press releases, and other news related to institutions within these portfolios The solicitation will NOT be available electronically via the Government Point of Entry (GPE) at www.fbo.gov. No written, telephonic, facsimile, e-mail or other type of request for the solicitation will be accepted. A request for a proposal is anticipated to be requested from only one source, on or after August 28, 2012.
 
Web Link
FBO.gov Permalink
(https://www.fbo.gov/spg/TREAS/IRS/NOPAP/TOFS-FY-12-30/listing.html)
 
Place of Performance
Address: Contractor's Facility, United States
 
Record
SN02806824-W 20120720/120718235053-e4e547d0fffb0555c4d10e1ede9b08ae (fbodaily.com)
 
Source
FedBizOpps Link to This Notice
(may not be valid after Archive Date)

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