SAM #50310226Q0222

SEC seeks subscriptions to financial data sources from multiple OEMs

The U.S. Securities and Exchange Commission (SEC) is seeking subscriptions to a range of financial data sources to support its analytical and reporting needs. - Government Buyer: - U.S. Securities and Exchange Commission (SEC), Washington, DC - OEMs and Vendors: - Wharton Research Data Services (WRDS) platform - I/B/E/S (Institutional Brokers' Estimate System) - Lipper - Dealscan - SDC Platinum - Products/Services Requested: - Subscriptions to financial datasets, including: - I/B/E/S Estimates Data (25 users) - I/B/E/S U.S. Earnings Consensus Surprise Data (25 users) - I/B/E/S Consensus Data for use with Standard & Poors Compustat service (25 users) - I/B/E/S Guidance (25 users) - Insider Filing Data (10 users) - Mutual Fund Data (10 users) - 13F Ownership Data (10 users) - Dealscan Database (10 users) - Lipper Hedge Fund Database (67 users) - Financial Transactions Database (550 users) - SDC Platinum ALL (1 user) - Financial Time Series & Economic Information Data (550 users) - Standardized Financial Statement & Financial Ratio Information (550 users) - Market & Company Data (550 users) - Unique or Notable Requirements: - Preference for Commercial Off The Shelf (COTS) subscription solutions - No custom development required - Data must be accessible to varying numbers of users (from 1 to 550, depending on dataset) - Detailed data documentation required - Data will be used for analyses, reports, and public disclosures under controlled conditions - Respondents must provide a completed requirements matrix and price estimate spreadsheet for one base year and four option years

Description

The U.S. Securities and Exchange Commission (SEC) is issuing this notice to seek sources for a Financial Data Sources subscription in accordance with Attachment 1 – SEC Draft Requirements List.   The SEC has a preference for a Commercial Off The Shelf (COTS) subscription.  The SEC is not seeking a subscription that requires development. 

Each respondent to this Sources Sought notice shall provide the following:

1. Summary/cover letter (limited to 3 pages) with following company information:

Business name and address; SAM Unique Entity Identifier (UEI) number Name of company representative and their business title; Business size and any whether company has any current socio-economic classifications (e.g. Service Disabled Veteran Owned Small Business (SDVOSB) Existing contract vehicles available to the Government for the procurement of the requirement, such as the General Service Administration or FEDLINK

2. Description of your company’s capability to meet the requirements in Attachment 1 – SEC Draft Requirement List.  Note: merely restating the requirements is not sufficient. (limited to 15 pages, note: summary/cover letter does not count against this limit)

3.  A completed response to Attachment 2 – SEC Questionnaire and Requirement Matrix Checklists.  

4.  A completed response to Attachment 3 - Price Estimate Spreadsheet.  Responses shall include a price estimate breakdown for one Base Year and four Option Years.

Question Deadline:  All questions regarding this notice must be submitted to garrettj@sec.gov by no later than 3:00 PM EDT on August 31, 2026.  The SEC will post responses to all questions on SAM.gov. 

Response Deadline:  All responses to this notice must be submitted to garrettj@sec.gov by no later than 3:00 PM EDT on September 16, 2026.   All responses must include: summary/cover letter, description your company’s capability to meet the SEC’s draft Requirements, completed response to the Attachment 2 – Requirements Matrix Checklists & Questionnaire, completed response to Attachment 3 - Price Estimate Spreadsheet.    

Note: The SEC may contact respondents for further information including one-on-one meetings and demos as part of the market research process. 

DISCLAIMER: THIS SOURCES SOUGHT IS FOR INFORMATIONAL PURPOSES ONLY. THIS IS NOT A REQUEST FOR PROPOSAL.  IT DOES NOT CONSTITUTE A SOLICITATION AND SHALL NOT BE CONSTRUED AS A COMMITMENT BY THE GOVERNMENT.  RESPONSES IN ANY FORM ARE NOT OFFERS AND THE GOVERNMENT IS UNDER NO OBLIGATION TO AWARD A CONTRACT AS A RESULT OF THIS ANNOUNCEMENT.  NO FUNDS ARE AVAILABLE TO PAY FOR PREPARATION OF RESPONSES TO THIS ANNOUNCEMENT.  ANY INFORMATION SUBMITTED BY RESPONDENTS TO THIS TECHNICAL DESCRIPTION IS STRICTLY VOLUNTARY.

Proprietary information and trade secrets, if any, must be clearly marked on all materials.  All information received that is marked Proprietary will be handled accordingly.  Please be advised that all submissions become Government property and will not be returned.  The Government shall not be held liable for any damages incurred if proprietary information is not properly identified.

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