SPECIAL NOTICE
D -- Cerulli Subscription Services
- Notice Date
- 4/26/2018
- Notice Type
- Special Notice
- NAICS
- 519190
— All Other Information Services
- Contracting Office
- Federal Retirement Thrift Investment Board, Office of Financial Service, Office of the Chief Financial Officer, 77 K Street NE, Suite 1000, Washington, District of Columbia, 20002, United States
- ZIP Code
- 20002
- Solicitation Number
- TIB-2018-RFI-0005
- Point of Contact
- Sean G. Williams, Phone: 202-864-8707, La-Treece Holt, Phone: 202-864-8855
- E-Mail Address
-
Sean.Williams@tsp.gov, La-Treece.Holt@tsp.gov
(Sean.Williams@tsp.gov, La-Treece.Holt@tsp.gov)
- Small Business Set-Aside
- N/A
- Description
- Statement of Work The objective of this requirement is to procure a subscription that involves comprehensive analysis of the Retirement Investment market. This subscription should include on-line and hard copy access to investor-level research on the defined contribution market. The Agency is seeking a series of reports which references data collected in a proprietary survey of 1,000 defined contribution plan participants and identifies behavioral and transactional trends with additional insight by participant age, investable assets, and gender. The vendor shall provide an online data analytical tool that will assist the Business Intelligence Division in analyzing participant data to ensure the plan features are in line with industry standards. The Contractor shall: • Provide a series of reports which references data collected in a proprietary survey of 1,000 defined contribution plan participants and identifies behavioral and transactional trends with additional insight by participant age, investable assets, and gender. • Provide an online analytical tool which is unique and offers dynamic charts and visual displays that quickly allows users to answer important questions by interacting with custom filters. • Provide training of the online tool. • Provide online and hard copy access to investor-level research on the defined contribution market. Scope of Work In order to fulfill these requirements completely, the Contractor shall possess or obtain subject matter expertise (SME) with worldwide asset management and distribution analytics and guidance which include virtually all of the top 50 global asset management firms, as well as banks, broker/dealers, insurance companies, consulting firms, and private equity firms. The general technical services will include: a. Online subscription to analytical tools and reports b. Printed subscription to quarterly and annual reports c. Training of the online analytical tool to multiple users, as needed. Period of Performance Period of Performance This contract expires 12 months from award or at the end of the agreement period, whichever is earlier.
- Web Link
-
FBO.gov Permalink
(https://www.fbo.gov/spg/FRTIB/OA/WashingtonDC/TIB-2018-RFI-0005/listing.html)
- Place of Performance
- Address: 77 K Street Northeast, Washington, District of Columbia, 20002, United States
- Zip Code: 20002
- Zip Code: 20002
- Record
- SN04902624-W 20180428/180426231109-dd46eb7895fbbf65e613a02b41848432 (fbodaily.com)
- Source
-
FedBizOpps Link to This Notice
(may not be valid after Archive Date)
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