Municipal Market Data Subscription Service

Sources Sought Municipal Market Data Subscription Service

RFI Number: 2032H325N00010

Notice Type: Sources Sought

SYNOPSIS

Treasury Departmental Offices requires a database to extract municipal market data, including but not limited to yields for benchmark and individual securities, issuance statistics, credit spreads, credit ratings, and secondary trading volumes. This data feeds into various recurring internal reports and situational research that support the offices' monitoring and analysis of the municipal bond market for Treasury. This database also requires an inventory of municipal bond documents and a calculator for bond calculations and analysis, supporting entity-level research.

In addition, the Department of the Treasury's Office of Investment Security (International Affairs) needs a tool to research corporate information in support of the multi-agency, and Treasury based, Committee on Foreign Investment in the United States (CFIUS).

The North American Industry Classification System (NAICS) code for this request may likely include: 519290 Web Search Portals and All Other Information Services. SMALL BUSINESSES ARE ENCOURAGED TO RESPOND. Include whether or not you are a small business; 8(a) small business; HUB Zone small business; service-disabled veteran-owned or veteran-owned small businesses; women-owned or economically disadvantaged women-owned small business; or small disadvantaged business in order to assist the Treasury in determining the appropriate acquisition method, including whether a set-aside is possible.

GENERAL PURPOSE

1.0 Purpose

Treasury may have an upcoming opportunity for a subscription service that provides Municipal Market Data subscription and an Advanced Analytics subscription. This platform must provide all requirements listed in Section 2.1 of this Sources Sought Notice.

The purpose of this Sources Sought is to gather information that will assist the Departmental Offices in planning, formulating, and evaluating contractor capability to provide the service described in the Technical Requirements. The Treasury Departmental Offices are also open to alternative ideas and respondents are encouraged to provide information about alternative solutions that may assist in better meeting future needs.

1. 1. Acquisition Approach

The Treasury has not determined the acquisition approach. Any results of this Sources Sought will assist the Treasury Departmental Offices and the Office of the Chief Procurement Officer (OCPO) Treasury Acquisitions, Departmental Offices Branch; Section 1 Procurement Office in determining an acquisition strategy about how to proceed.

SOURCES SOUGHT REQUIREMENTS

2.0 Description of Information Requested

OCPO Treasury Acquisitions, Departmental Offices Branch; Section 1 is requesting information regarding the respondents' capabilities in providing the aforementioned required.

1. Provide company information, to include:
   1. Company name and address;
   2. Size of company (number of personnel, total revenue, ownership, parent corporation, etc.);
   3. Unique Entity Identifier (UEI)
   4. Company point(s) of contact including name, phone number, address, and email; length of time in business;
   5. Geographic presence;
   6. Company experience in providing valuation services to government or commercial entities;
   7. Provide any pertinent information that will assist us in this assessment.
   8. Contract Number and value/capacity; and
   9. Available Strategic Contracts (e.g., GSA, Indefinite Delivery Indefinite Quantity (IDIQ) contract allowing decentralized ordering, etc.). Please identify type of ordering contract (e.g., GSA Multiple Award Schedule, GSA Professional Service Schedule, etc.).

2.1 Technical Requirements/Scope

The Contractor shall provide all requested user licenses to the specific subscription products, as specified above, including login information via the vendor's website and technical assistance, as needed.

INSTRUCTIONS AND RESPONSE GUIDELINES

Responses to this Sources Sought may be provided through a capabilities statement which shall include the information listed in 2.0 and 2.1. This Sources Sought is for information and planning purposes only and shall not be construed as a solicitation or an obligation on the part of the Treasury to issue a request for proposal or award a contract. Treasury does not intend to award a contract on the basis of responses nor otherwise pay for the preparation of any information submitted. Contractors responding to this Sources Sought should submit the information necessary for the Treasury to make a determination that the source is capable of satisfying the Government's anticipated need. Treasury reserves the right to contact individual companies for additional information. This notice does not obligate the Treasury to provide acknowledgment or receipt of all responses received resulting from this notice. Should such a requirement materialize, no basis for claims against the Treasury shall arise as a result of a response to this Sources Sought or the Government's use of such information as either part of our evaluation process or in developing specifications for any subsequent requirement. Responses should be identified with Sources Sought #2032H524N00010 and are due no later than Tuesday, February 4, 2025 at 2:00 PM EST. All interested parties must submit their responses via email to: Angela C. Gallo, Contracting Officer via email at Angela.C.Gallo@irs.gov. Questions (oral or written) regarding this Sources Sought will NOT be accepted, nor responses to such questions provided. This Sources Sought is for planning purposes only and does not commit the government to pay for the information requested, issue a solicitation, or award a contract. No solicitation document exists at this time.