SAM #2031JW27Q00013

OCC private equity and private credit data subscriptions

The U.S. Department of the Treasury’s Office of the Comptroller of the Currency (OCC) is seeking private equity and private credit data subscriptions for supervisory analysis. - Government buyer: U.S. Department of the Treasury, Office of the Comptroller of the Currency (OCC), Acquisition Management office. - OEMs and vendors: No OEMs, vendors, or named data platforms are identified in the provided materials. - Requested subscriptions: Each base or option year includes five user licenses for structured data access by API or bulk download (CLINs 0001, 1001, 2001, 3001, 4001). Each period also includes an optional subscription for up to 12 user licenses with written reports and limited download capability (CLINs 0002, 1002, 2002, 3002, 4002). - Data coverage: Private equity and private credit funds, investors, deals, portfolio companies and financial information, CLOs, BDCs, and fund and GP-LP relationships. Minimum requested scale includes over 500,000 portfolio companies, 40,000 investors, 150,000 funds, and 600,000 deals, with historical coverage since 2014. - Notable requirements: Daily data updates; at least 20,000 API calls annually, with an option for up to 20,000 additional calls per period; usable identifiers; documentation; customer support with responses within 48 hours; usage and API reporting; and delivery within seven days of award. Accessibility, U.S.-based data processing, and security requirements apply. - Competition: Potential alternatives include PitchBook, Preqin, S&P Global, LSEG, FactSet, and Burgiss.

Description

COMBINED SYNOPSIS/SOLICITATION REQUEST FOR QUOTATION (RFQ)

Issuing Office: U.S. Department of Treasury, Comptroller of the Currency, Acquisition Management 400 7th Street SW, Washington, DC 20219 

Agency Contacts: Christine Guy, Contract Specialist, Christine.Guy@occ.treas.gov, Casey Helman, Contracting Officer, Casey.Helman@occ.treas.gov

Solicitation Number: 2031JW27Q00013        

Title: Private Equity and Private Credit Data Services

Solicitation Release Date: November 13, 2026

Questions Due Date: November 18, 2026, at 4:00 PM ET

Quotation Due Date: November 30, 2026, at 4:00 PM ET

This is a combined synopsis/solicitation issued in accordance with Federal Acquisition Regulation (FAR) Subpart 12 Acquisition of Commercial Products and Commercial Services, as supplemented with additional information included in this notice. This solicitation is issued as a request for quotation (RFQ) and will be carried out to establish a single-award contract for Private Equity and Private Credit Data Services. This requirement is being solicited as un unrestricted procurement (i.e., is NOT set aside for small business). NAICS code for this acquisition is 519290, “Web Search Portals and All Other Information Services,” and the small business size standard is 1,000 employees.

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