SOLICITATION NOTICE
D -- Financial Data Sharing/Searching Systems
- Notice Date
- 8/24/2004
- Notice Type
- Solicitation Notice
- 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, MD, 20745
- ZIP Code
- 20745
- Solicitation Number
- Reference-Number-LMSB-04-R-00001
- Response Due
- 9/8/2004
- Archive Date
- 9/23/2004
- Point of Contact
- Steve Vanderlinden, Contract Specialist, Fax 202-283-1514,
- E-Mail Address
-
steve.g.vanderlinden@irs.gov
- Description
- This is a combined synopsis/solicitation for commercial items prepared in accordance with the format in FAR subparts 12 and 13, as supplemented with additional information included in this Notice. This Notice constitutes the only solicitation; proposals are being requested via this Notice. A separate, written solicitation will not be issued. The Internal Service is interested in acquiring commercial, off-the-shelf open architecture financial data sharing/searching systems based on the SEC?s EDGAR system. The systems will be used by Researchers, Economists, International, and Revenue Agents within the Large and Mid-Size Business (LMSB) IRS Business Unit during the period from the date of award through twelve months thereafter. The NAICS Code is 514199; the small business size standard is $6,000,000. This is a firm fixed price contract. This acquisition is being conducted in parallel with the test and evaluation project previously advertised. Multiple contract awards are possible under this acquisition. Offers should include pricing for both line items, the CD/DVD product and the web-based product. Offers shall be transmitted to the contract specialist by electronic mail (MS Word or .pdf format) by 4:00 p.m., EST on the due date. Proposal evaluation will be on technical factors (compliance with specifications, past performance) and price. Technical factors are approximately equal in importance, and the sum of technical factors is approximately equal to price in importance. Offerors shall include as part of their proposals technical points of contact (name, title, telephone number) and project descriptions for at least three projects performed during the last three years which were similar to this one in scope. This solicitation and the clauses and provisions cited are in effect through Federal Acquisition Circular 2001-24, Dated June 18, 2004. The following FAR clauses apply to this solicitation: 52-212-1, INSTRUCTIONS TO OFFERORS--COMMERCIAL ITEMS (01/2004); 52.212-4, CONTRACT TERMS AND CONDITIONS--COMMERCIAL ITEMS (10/2003); 52.216-18, ORDERING (10/1995); 52.216-19, ORDER LIMITATIONS (10/1995); 52.216-22, INDEFINITE QUANTITY (10/1995); 52.217-8, OPTION TO EXTEND SERVICES. The following clauses cited in 52.212-5, CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES OR EXECUTIVE ORDERS--COMMERCIAL ITEMS (06/2004) also apply: 52.222-3, CONVICT LABOR (06/2003); 52.233-3, PROTEST AFTER AWARD (08/1996); 52.222-21, PROHIBITION OF SEGREGATED FACILIITIES (02/1999); 52.222-26, EQUAL OPPORTUNITY (04/2002); 52.222-35, EQUAL OPPORTUNITY FOR SPECIAL DISABLED VETERANS, VETERANS OF THE VIETNAM ERA, AND OTHER ELIGIBLE VETERANS (12/2001); 52.222-36, AFFIRMATIVE ACTION FOR WORKERS WITH DISABILITIES (06/1998); 52.222-37, EMPLOYMENT REPORTS ON SPECIAL DISABLED VETERANS, VETERANS OF THE VIETNAM ERA, AND OTHER ELIGIBLE VETERANS (12/2001); and 52.232-33, PAYMENT BY ELECTRONIC FUNDS TRANSFER--CENTRAL CONTRACTOR REGISTRATION (10/2003). 52.212-3, OFFEROR REPRESENTATIONS AND CERTIFICATIONS--COMMERCIAL ITEMS (05/2004) shall be completed and returned by each offeror as part of its proposal. Under line item 0001, we are specifically seeking a maximum of 90 CD or DVD media disk sets containing EDGAR Financial Data and international data which has been cleaned and standardized, including but not limited to financial, statistical and market information such as income statements, balance sheets, changes in financial positions, and supplementary data as reported to the Securities and Exchange Commission (SEC) and other US and International reporting and data collection entities for, at a minimum, the most recent 10 year period, in a standardized English language format which facilitates year to year and company to company comparisons. The CD or DVD sets will be sent to up to 16 locations. The information shall be updated at least annually for each company. The software necessary to access, search, and compile the data will be included along with the supply of the financial information. The means of providing this software must be such that it is compatible with IRS laptops/workstations and their associated operating systems and operating environment. The databases shall allow the identification and selection of available company financial data: (a) by searching on specific criteria such as Standard Industrial Classification and North American Industry System Classification Codes, location and stock exchange, company size, and other key financial characteristics, (b) by keyword search of business description and other significant database information. The database information shall have the ability to Microsoft Excel spreadsheet applications. The CDs/DVDs will become the property of the IRS. The IRS will maintain an archive or library of historical CDs/DVDs that include the data as reported in each year. The archive will extend over at least a 10 year period. The product shall work with computers using either the Windows XP or Windows NT operating systems. The product shall include a means for individual users to contact the vendor, during normal business hours, to secure assistance in the use of the product, including but not limited to questions dealing with information on the databases, the use of the software attached to the databases in terms of searching the databases, compiling information, outputting information and generating reports. The product shall include training adequate to allow the individual users full use of the databases. Under line item 0002, we are seeking access to the contractor?s COTS web-based financial data package for all 5,500 LMSB employees, including but not limited to financial, statistical and market information such as income statements, balance sheets, changes in financial positions, and supplementary data as reported to the Securities and Exchange Commission (SEC) and other US and International reporting and data collection entities for the most recent 15 to 20 year period, in a standardized English language format which facilitates year to year and company to company comparisons. The database information shall be updated at least once every 48 hours and shall have the ability to link and export data to Microsoft Excel spreadsheet applications and Microsoft Access databases. Both product formats shall include, but not be limited to, (1) all data reported by the largest and most significant firms listed on the major international stock exchanges, including inactive and active companies; (2) information available from Annual Reports, Proxy Statements, Forms 10-K and other reports as filed at least annually with the Securities and Exchange Commission, and other US and International reporting and data collection entities, in English; (3) business descriptions, industry and business trends and projections, Company Standard Industrial Classification/North American Industry System Classification Codes, mergers, acquisition, and corporate transactions from major international markets; (4) company names, addresses and telephone numbers, and tax identification numbers; (5) identification of major stock ownership and the names and addresses for up to four top company officers; (6) ownership data for parent and subsidiary companies and brother/sister corporations; and (7) partnership and trust information for all entities required to register with the SEC. The contractors will be expected to provide compliance with IRS Enterprise Architecture; implementation of the Financial Data test plan; assistance connecting to their Databases; compliance with IRS security settings/permissions during the duration of the project; review of their portion of the project documentation consisting of feedback and suggestions regarding changes necessary to the databases to support modeling; and a means for individual users to contact the vendor, during normal business hours, to secure assistance in the use of the product, including but not limited to questions dealing with information on databases, the use of the software attached to the databases in terms of searching the databases, compiling information, outputting information, generating reports etc. The product shall include a level/type of training adequate to allow the individual users full use of the databases. The product shall be available using modem and dial-up networking connections as well as through the IRS Intranet using a Web Browser on http port 80 only, and it shall work with computers using the Windows XP and Windows 2003 Server Operating Systems. The financial data available shall be standardized for comparability consistent with the standards and regulations of various recognized accounting principles and practices. The databases shall allow the identification and selection of available company financial data by keyword search of business description and other significant database information. The data shall be accessible by searching on specific criteria such as Standard Industrial Classification and North American Industry System Classification Codes, location and stock exchange, company size, and other key financial characteristics. Contractors will initiate work to allow an IRS server with Visual Analytics Digital Information Gateway software to connect to any and all financial databases used to support the Web Based COTS products offered to IRS. This server to server connection will allow IRS to integrate the vendor?s financial data into our LMSB automation systems. In most instances an IRS DBA will load and maintain operational data stores. The contractor will provide unique services or optimization for their databases, including assistance with Visual Links modeling of financial data; assistance with DIG modeling of financial data; suggestions for updates/modifications to the databases to better support modeling efforts; development of reports and a Report Certification Process for reports published to the enterprise (these reports are anticipated to be consumed by the general user population rather than the researchers. Researchers will likely create their own ad-hoc reports, as needed, and will have specialized reports to meet their needs.) Data may also be used to prepare Reports that may be used and cited by specialists, revenue agent reports, and other reports or papers prepared in the normal course of IRS business operations. These derivative reports and papers will be shared with IRS customers, CPA firms, law firms, and other outside entities as required by operations. The products shall be in compliance with Section 508 of the Rehabilitation Act of 1973.
- Place of Performance
- Address: Washington, DC
- Country: USA
- Country: USA
- Record
- SN00650871-W 20040826/040825043002 (fbodaily.com)
- Source
-
FedBizOpps.gov Link to This Notice
(may not be valid after Archive Date)
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