Committee on Uniform Security Identification Procedures (CUSIP) Enterprise License - Notice of Intent to Sole Source
Contract Overview
Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.
AI Contract Overview
The Office of the Comptroller of the Currency intends to award a sole source contract to FactSet Research Systems, Inc. for an enterprise license to access the Committee on Uniform Security Identification Procedures (CUSIP) system, a critical tool for identifying North American financial instruments such as stocks and bonds through nine-digit alphanumeric codes. This license is essential for the OCC to embed CUSIPs into its internal data products and third-party datasets to support regulatory research and analytical functions. The contract is justified under FAR 12.102(a) due to the unique and exclusive nature of CUSIP management by FactSet on behalf of the American Bankers Association, with no alternative source available. The base period of performance runs from September 30, 2026, to September 29, 2027, with four optional one-year extensions available. Although this is a sole source action, the government will accept and review written responses from any responsible source submitted by 12:00 PM Eastern Time on July 10, 2026, solely to assess whether a competitive procurement is warranted—an outcome determined entirely at the OCC’s discretion. Responses must be submitted in writing via email to Danielle Pena at danielle.pena@occ.treas.gov and must include clear, convincing evidence of the respondent’s ability to deliver the required CUSIP services; telephone inquiries or submissions will not be accepted. The solicitation number is 2031JW26NOI706800, and the NAICS code is 519290. The contract will be performed primarily in Washington, D.C., with point of contact information and additional details available through the official SAM.gov posting.
General Info
Agency
NAICS
Place of Performance
Washington, DC, USASet-Aside
Documents
(0)AI Contract Breakdown
Uniform Contract FormatNo contract breakdown available.
Cannot generate Contract Breakdown because no documents were found from this contract's source.
Timeline
Response Deadline
Organization & Contact Information
Full Description
The Office of the Comptroller of the Currency (OCC) hereby announces its intent to solicit and enter into a sole source contract with FactSet Research System, Inc 45 Glover Ave, Suite 700, FL 7, Norwalk, CT 06850, in accordance with FAR RFO 12.102 (a) only one source is reasonably available valued at or below the simplified acquisition threshold. This notice complies with FAR RFO 5.101 pre-solicitation notice.
The OCC requires an enterprise license subscription to access Committee on Uniform Security Identification Procedures (CUSIP). A CUSIP is a nine-digit number or nine-character alphanumeric code that identifies a North American financial instrument, including stocks and bonds, facilitating trading, clearance and settlement. CUSIP is managed by FactSet Research Systems, Inc on behalf of the American Bankers Association. The license enables the OCC to use CUSIPs embedded within OC data products and third-party data products for OCC related research and analytical efforts. The base period of performance is 09.30.26 – 09.29.27, with four 12-month option periods.
This is not a request for competitive quotes; however, the Government will consider responses from all responsible sources received no later than 12:00 PM Eastern Time on July 10, 2026. Responses must be supported with clear and convincing evidence to clearly be able to provide the services outlined in this notice. Any responses received will only be considered for the purpose of determining whether to conduct a competitive procurement in lieu of the sole source described in this notice, and such determination shall be made at the sole discretion of the OCC.
Responses must be submitted in writing to Danielle Pena via email at Danielle.pena@occ.treas.gov, no later than the timeframe noted above. Telephone responses and requests will not be received.