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OpenSolicitation 2031JW27Q00013

Private Equity and Private Credit Data Subscription Services for the Comptroller of the Currency

Buyer
U.S. Department of Treasury, Comptroller of the Currency Acquisition Management
Place of performance
Contractor's own facilities (offsite); optional training at OCC headquarters in Washington, DC
Submission deadline
Nov 30, 2026

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What the buyer needs

AI summary

The U.S. Department of the Treasury, Office of the Comptroller of the Currency (OCC), seeks a single-award firm-fixed-price contractor to provide private equity and private credit data services. The scope includes a 12-month base subscription offering API or bulk download functionality for structured data access, plus up to 12 user licenses with written reports, limited download capability, Section 508 accessibility compliance, and offsite performance. This unrestricted procurement under NAICS 519290 is open to onshore U.S. organizations. Interested quoters must submit questions by November 18, 2026, at 4:00 PM ET, and submit quotations by November 30, 2026, at 4:00 PM ET, including a Vendor Solicitation Response Matrix, Pricing Table with prices held firm through December 31, 2027, and Solicitation Fill-In Information. The OCC will conduct a comparative evaluation to select the best-value quote. Proposals will be evaluated in descending order of importance on the Vendor Solicitation Response Matrix, Oral Demonstration, and Price.

Scope of work

  • Five user licenses with simultaneous data retrieval and download capability
  • Option for up to 12 user licenses with access to written reports
  • API or bulk download functionality for structured private equity and credit data
  • Dataset covering over 500,000 portfolio companies, 150,000 funds, 40,000 investors, and 600,000 deals
  • Historical data coverage since 2014 with daily data field updates
  • API providing at least 20,000 data calls annually, plus optional 20,000 calls
  • Data documentation, customer service within 48 hours, and monthly usage reporting
  • Virtual product demonstration once per year if required

How proposals are evaluated

CriterionWeight / scoring
Factor 1 - Vendor Solicitation Response MatrixNot specified
Factor 2 - Oral DemonstrationNot specified
Factor 3 - PriceNot specified

Minimum qualifications

  • Active System for Award Management (SAM) registration
  • Compliance with Revised Section 508 Standards and WCAG Level A and AA
  • Data must be accessed, transferred, stored, or processed within the United States
  • Responsibility determination in accordance with FAR 9.104-1

Documents to include with your response

  • Cover page with Quoter point of contact and alternate point of contact
  • Volume I: Attachment 3, Vendor Solicitation Response Matrix
  • Volume II: Attachment 1, Pricing Table (Microsoft Excel Spreadsheet)
  • Volume III: FAR 52.209-11 Representation by Corporations Regarding Delinquent Tax Liability
  • Volume III: FAR 52.229-11 Tax on Certain Foreign Procurements—Notice and Representation
  • IRS Form W-14 (if claiming exemption under FAR 52.229-11)
  • Accessibility Conformance Report (VPAT) for ICT products and services

How to submit

Method
Email
Instructions
Submit quotes via email to both agency points of contact in three volumes: Volume I (Vendor Solicitation Response Matrix), Volume II (Pricing), and Volume III (Solicitation Fill-In Information), plus a cover page with point of contact information.
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