SOLICITATION NOTICE
D -- Financial Data Subcription - Pricing Structure
- Notice Date
- 5/6/2015
- Notice Type
- Combined Synopsis/Solicitation
- NAICS
- 519190
— All Other Information Services
- Contracting Office
- Department of Labor, Office of the Assistant Secretary for Administration and Management, Office of Procurement Services, 200 Constitution Avenue, NW, S-4307, Washington, District of Columbia, 20210-0001, United States
- ZIP Code
- 20210-0001
- Solicitation Number
- DOL-OPS-15-Q-0027
- Archive Date
- 5/30/2015
- Point of Contact
- Michael R Lamb, Phone: 202-693-4573, Donna McMullen, Phone: (202) 693-4570
- E-Mail Address
-
lamb.michael@dol.gov, McMullen.Donna.R@dol.gov
(lamb.michael@dol.gov, McMullen.Donna.R@dol.gov)
- Small Business Set-Aside
- N/A
- Description
- Financial Data Subscription Pricing Structure THIS IS A COMBINED SYNOPSIS/SOLICITATION FOR COMMERCIAL ITEMS PREPARED IN ACCORDANCE WITH THE FORMAT IN FAR SUBPART 12-6 STREAMLINED PROCEDURES FOR EVALUATION AND SOLICITATION FOR COMMERCIAL ITEMS-AS SUPPLEMENTED WITH ADDITIONAL INFORMATION INCLUDED IN THIS NOTICE. THIS ANNOUNCEMENT CONSTITITUTES THE ONLY SOLICITATION; QUOTATIONS ARE BEING REQUESTED, AND A WRITTEN SOLICITATION DOCUMENT WILL NOT BE ISSUED. THE SOLICITATION IS BEING ISSUED USING SIMPLIFIED ACQUISITION PROCEDURES. This solicitation is a Request for Quotation (RFQ). The solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular (FAC) 2005-81, effective April 10, 2015. Interested vendors must submit all questions concerning this solicitation in writing to Mr. Michael Lamb at Lamb.Michael@dol.gov. Questions should be received by May 8, 2015 1:00pm (est). Any responses to questions will be made in writing, without identification of the questioner; and will be included as an amendment to the solicitation. The US Department of Labor (DOL), Employee Benefits Security Administration (EBSA), Office of Policy and Research (OPR) has a requirement for Financial Data Subscription, three (3) licenses with options for up to six (6) more licenses (for a total of 9). Each license will be for a base period of twelve (12) month period, with two (2) option periods. All responsible vendors shall provide a quote in accordance with the Statement of Work (SOW) provided in the solicitation. Delivery terms shall be F.O.B. Destination. The contractor shall deliver all information electronically, including via e-mail. U.S Department of Labor/EBSA/OPR POC: David Garrett Phone: (202) 693-8332 Evaluation Criteria: The government will award a purchase order resulting from this solicitation to the responsible offeror whose quotation meets or exceeds all of the criteria in the Statement of Work based on the Lowest Price Technically Acceptable (LPTA). *Please use attached Pricing Structure* The selected Offeror must comply with the following commercial item terms and conditions, which are incorporated herein by reference: FAR 52.212-1, Instructions to Offerors - Commercial Items, applies to this acquisition; FAR 52.212-3, Offeror Representations and Certifications - Commercial Items - the selected offeror must submit a completed copy of the listed representations and certifications; FAR 52.212-4, Contract Terms and Conditions - Commercial Items; FAR 52.212-5, Contract Terms and Conditions Required To Implement Statutes or Executive Orders-Commercial Items, paragraph (a) and the following clauses in paragraph (b): 52.222-21, 52.222-26, 52.222-35, 52.222-36, 52.222-37, 52.225-13, 52.232-34. The full text of any Federal Acquisition Regulation (FAR) provision or clause may be found electronically at: http://acquisition.gov/comp/far/index.html The following clauses apply to this acquisition: 52.212-4 Contract Terms and Conditions-Commercial Items; 52.212-5 Contract Terms and Conditions Required to Implement Statutes or Executive Orders-Commercial Items including subparagraphs: 52.219-28 Post-Award Small Business Program Re-Representation; 52.222-3, Convict Labor; 52.222-19 Child Labor - Cooperation With Authorities And Remedies; 52.222-21, Prohibition of Segregated Facilities; 52-222-26, Equal Opportunity; 52.222-36, Affirmative Action for Workers with Disabilities; 52.225-1 Buy American Act - Supplies; 52.223-18, Contractor policy to ban text messaging while driving; 52.225-13 Restriction on Certain Foreign Purchases; 52.232-33 Payment by Electronic Funds Transfer-Central Contractor Registration. Department of Commerce Agency-Level Protest Procedures Level above the Contracting Officer is also incorporated. It can be downloaded at www.nist.gov/admin/od/contract/agency.htm. All quoters shall submit the following: 1) An original and one (1) copy of a quotation which addresses the SOW; 2) For the purpose of evaluating technical capability: Technical description and/or product literature which clearly details the manufacturer, make and model of the proposed product(s), addressed all required specifications, and clearly documents that the offered product(s) meet(s) or exceeds the specifications stated herein. 3) Description of commercial warranty; 4) A current copy of the Contractor's price list or catalog pages that contain pricing for the equipment/services defined within the Contractor's quotation; 5) This is an Open-Market Combined Synopsis/Solicitation for equipment as defined herein. The Government intends to award a Purchase Order as a result of this Combined Synopsis/Solicitation that will include the terms and conditions that are set forth herein. In order to facilitate the award process, ALL quotes shall include a statement regarding the terms and conditions herein as follows: The offeror shall state "The terms and conditions in the solicitation are acceptable to be included in the award document without modification, deletion, or addition." OR The offeror shall state "The terms and conditions in the solicitation are acceptable to be included in the award document with the exception, deletion, or addition of the following: Offeror shall list exception(s) and rationale for the exception(s) Please note that this procurement is not being conducted under the GSA Federal Supply Schedule (FSS) program or another Government-Wide Area Contract (GWAC). If an offeror submits a quotation based upon an FSS or GWAC contract, the Government will not accept the quote. All quotes shall be received via email not later than May 15, 2015 11:00 AM local time, at Office of Procurement Services/USDOL, 200 Constitution Ave., N.W., S-4307, Washington, D.C. 20210; Attn: Mr. Michael Lamb. E-mail quotes ARE acceptable. Fax quotes will NOT be accepted. Quotations shall not be deemed received by the Government until the entire quotation is entered into the e-mail address inbox set forth above. Statement of Work: Financial Data Subscription A. Background The Department of Labor's (DOL) Employee Benefits Security Administration (EBSA) administers and enforces the reporting, disclosure, and fiduciary requirements of Title I of the Employee Retirement Income Security Act of 1974 (ERISA). EBSA's oversight ensures the security of the private-sector, employer-sponsored retirement, health, and other workplace related benefits of American workers and their families. EBSA is committed to educating and assisting Americans covered by private retirement, health, and other welfare benefit plans; as well as plan sponsors and members of the employee benefits community. EBSA balances proactive enforcement with compliance assistance and works diligently to provide quality assistance to plan participants and beneficiaries. EBSA's policy is to provide the highest quality of service to its customers. The Office of Policy and Research (OPR) carries out EBSA's policy responsibilities and activities on behalf of the Assistant Secretary and Deputy Assistant Secretary for Policy. OPR's products include policy analysis, economic research, and monitoring employee benefits policy related developments and activities. OPR also supports the Secretary and the Assistant Secretary in connection with the Secretary's duties as Chairman of the Board of the Pension Benefit Guaranty Corporation and Trustee for the Social Security and Medicare Trust Funds, and provides quantitative analytic support to EBSA's enforcement and other programs and serves as EBSA's ears and voice in relevant international forums. OPR seeks access to financial data that will assist EBSA in its analysis of the financial health of plan assets of employee benefit plans and support EBSA in its regulatory responsibilities. B. Purpose In support of its mission, EBSA closely monitors financial markets and a broad range of investment vehicles. Close analysis of instruments and plan holdings allows EBSA to develop regulations best suited to protect the interests of plan beneficiaries (such as whether investments are under-performing) and identify those plans most at risk. To accomplish these goals effectively and efficiently, EBSA requires access to detailed data on a broad range of investment instruments and asset classes that the agency can easily download and analyze. The contractor shall provide the following in its data subscription and tools: • The subscription shall provide financial information (such as name of the investment, ticker, management fee, performance fees, load fees, net assets, dividend, price, price history, and historical performance) for a minimum of the following investment instruments: equities, bonds, institutional mutual funds, retail mutual funds, closed-end funds, and exchange-traded funds (EFTs). • The subscription shall provide financial information (such as name of the investment, name of the company, CUSIP, maturity date, coupon rate, coupon frequency, fees, price, price history, historical performance, and ratings) for bonds. • The subscription shall provide financial information (such as the name of the investment instrument, list of the underlying investments or strategies, management fee, performance fees, other fees, price, price history, and historical performance) for a minimum of the following investment instruments: alternative investments, pension portfolios, hedge funds, separately managed accounts (SMAs) and collective investment funds (CIFs). • The subscription shall provide comprehensive information on fees for a range of investment classes, especially mutual funds, including: the fund's ticker, inception date, net assets, net and gross expense ratio, management fees, 12b-1 fees, load fees, and share class. • The subscription shall support analysis of asset allocation, portfolios, lineups, and investment research. This analysis shall also include information on income statements, cash flows, and balance sheets. • The subscription shall include an advanced investment research platform that allows EBSA to integrate its proprietary data with the global investment data and conduct highly customized analysis. • The subscription must provide the most comprehensive and timely total net assets and flow data in the marketplace. • The subscription must offer real-time data from global sources, including all major equity and commodity exchanges (such as NYSE, NASDAQ, JPX, London, CBEX). • The tools shall allow the user to evaluate investments and portfolios at the individual financial instrument level and to support research with a searchable database. • The tools shall allow the user to create highly customized fact sheets, reports, data sets, and spreadsheets, and allow users to download more than 1000 records at once into a spreadsheet. C. Tasks EBSA seeks a subscription contract for access to the financial data and information listed above in Section B. The Contractor shall provide a subscription containing the specified data elements and the necessary maintenance during the entirety of this contract. The subscription to this financial data shall be fully functional and available throughout the entirety of the contract (except during agreed upon maintenance and update periods). If the Contractor makes updates or additions to the underlying data upon which the subscription is based, then the Contractor shall also make the same updates and additions to the subscription. C.1 Optional Task - Describle training available on use of the subscription (including materials, webinars, briefings, etc.) and specify if additional costs are associated with the training. Government may or may not exercise its right to award the optional task. D. Staff The contractor shall provide technical assistance during normal business hours. Further, the contractor shall designate both a technical and subject matter point of contact should EBSA require technical support or clarification regarding the data elements. E. Rights in Data and Copyright Throughout the period of this Agreement, the Government reserves exclusive and unlimited rights to the information provided to the Contractor, except for the information the Government makes available to the public. The Government also reserves exclusive rights to the results and findings produced by this project. The Contractor agrees that the Government may use the Product to carry out the Government 's Business Purposes, as defined herein, subject to the restrictions contained herein. The Government 's Business Purposes include: (a) sharing of the information provided by the Product ("Information") within and among Government 's employees and agents with a need to know; (b) incorporating portions of Information either in unmodified ("raw") or summary ("aggregate") form, into works that the Government creates, including, but not limited to: research papers (such as papers prepared for publication in academic journals), speeches, testimony, reports, official publications, and internal documents (created works hereinafter collectively, " Work Product"): and (c) sharing descriptive documentation provided by the Contractor regarding the Services (such as user guides and data dictionaries) within the EBSA and with government agencies (e.g. the United States Department of Treasury, the Federal Deposit Insurance Corporation, Financial Stability Oversight Council) who have a need to know such Information. The Government 's Work Product will not incorporate Information in a quantity or manner that would cause the Work Product to constitute a substitute for the purchase of the Product from the Contractor.
- Web Link
-
FBO.gov Permalink
(https://www.fbo.gov/spg/DOL/OASAM/WashingtonDC/DOL-OPS-15-Q-0027/listing.html)
- Place of Performance
- Address: U.S. Department of Labor/EBSA, 200 Constitution Ave., N.W., Washington, District of Columbia, 20210, United States
- Zip Code: 20210
- Zip Code: 20210
- Record
- SN03721654-W 20150508/150506235141-4fab8994f2646277bd1b38cefd0ae8fa (fbodaily.com)
- Source
-
FedBizOpps Link to This Notice
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