This Sources Sought opportunity from Securities And Exchange Commission was posted on September 2, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Financial Data Sources subscription

Closed

50310226Q0222Federal

Submission Closed09/16/2026, 07:00:00 PM UTC

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

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NAICS: 519290

New

International

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Solicitation # Doc3359796597

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US Geological Survey

POSTED

3 days ago

DEADLINE

N/A

AI Contract Overview

The U.S. Securities and Exchange Commission (SEC) is conducting market research through a Sources Sought notice (solicitation 50310226Q0222) to identify providers for a Financial Data Sources subscription. The SEC is specifically seeking Commercial Off The Shelf (COTS) subscriptions and is not interested in solutions requiring development. The requirement encompasses three primary delivery methods: access to databases such as I/B/E/S Estimates, Insider Filing Data, Mutual Fund and 13F Ownership, and DealScan via the Wharton Research Data Services (WRDS) platform; the Lipper Hedge Fund Database delivered as compressed zip files for hosting on an SEC server; and a web-based or desktop system for real-time financial transactions and economic time series data. The scope includes specific user allocations, with 550 users for the financial transactions database, 67 for Lipper Hedge Funds, and smaller groups for WRDS-based services. Technical requirements emphasize data integrity, particularly for 13F holdings, and comprehensive documentation including data models, schemas, and table definitions. The SEC also requires the ability to make insubstantial amounts of licensed data public for academic or legal purposes, provided the contractor is cited as the source. Interested respondents must submit a package by September 16, 2026, consisting of a three-page summary cover letter, a capability description limited to 15 pages, a completed requirements matrix and questionnaire, and a price estimate covering one base year and four option years. This notice is for informational purposes only and does not constitute a formal request for proposal or a commitment to award a contract.

General Info

SEC market research seeking commercial off-the-shelf financial data subscription providers by September 2026.

Agency

Securities And Exchange Commission

NAICS

519290 - Web Search Portals and All Other Information Services

Place of Performance

Washington, DC, 20549, USA

Set-Aside

NONE

Documents

SEC Sources Sought 50310226Q0222 - Requirements Matrix Checklist

4 pages · sources-sought

High

SEC Sources Sought Notice 50310226Q0222 - Price Estimate Spreadsheet

6 pages · sources-sought

High

50310226Q0222 - SEC Draft Requirements List: Financial Data Sources Subscription

11 pages · sources-sought

Low

50310226Q0222 Sources Sought Q&A

2 pages · sources-sought

Low

AI Contract Breakdown

Uniform Contract Format

Timeline

1 update

PhaseClosed

PostedAug 20

Sources Sought

Notice updatedSep 2

The notice description changed.

Response DeadlineSep 16

Deadline has passed

Submission Closed

09/16/2026, 07:00:00 PM UTC

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Organization & Contact Information

AgencySecurities And Exchange Commission

Contacts1 person available

OfficeWASHINGTON, DC, 20549, USA

Organization / AgencySecurities And Exchange Commission

Office AddressWASHINGTON, DC, 20549, USA

Contacts

Jeremy Garrett

contact@example.gov

Full Description

Update (09/02/2026): This notice is updated to post the SEC's responses to questoins (see attached). All other terms of the notice remain unchanged.

Original Posting (08/20/2026):

The U.S. Securities and Exchange Commission (SEC) is issuing this notice to seek sources for a Financial Data Sources subscription in accordance with Attachment 1 – SEC Draft Requirements List. The SEC has a preference for a Commercial Off The Shelf (COTS) subscription. The SEC is not seeking a subscription that requires development.

Each respondent to this Sources Sought notice shall provide the following:

1. Summary/cover letter (limited to 3 pages) with following company information:

Business name and address;
SAM Unique Entity Identifier (UEI) number
Name of company representative and their business title;
Business size and any whether company has any current socio-economic classifications (e.g. Service Disabled Veteran Owned Small Business (SDVOSB)
Existing contract vehicles available to the Government for the procurement of the requirement, such as the General Service Administration or FEDLINK

2. Description of your company’s capability to meet the requirements in Attachment 1 – SEC Draft Requirement List. Note: merely restating the requirements is not sufficient. (limited to 15 pages, note: summary/cover letter does not count against this limit)

3. A completed response to Attachment 2 – SEC Questionnaire and Requirement Matrix Checklists.

4. A completed response to Attachment 3 - Price Estimate Spreadsheet. Responses shall include a price estimate breakdown for one Base Year and four Option Years.

Question Deadline: All questions regarding this notice must be submitted to garrettj@sec.gov by no later than 3:00 PM EDT on August 31, 2026. The SEC will post responses to all questions on SAM.gov.

Response Deadline: All responses to this notice must be submitted to garrettj@sec.gov by no later than 3:00 PM EDT on September 16, 2026. All responses must include: summary/cover letter, description your company’s capability to meet the SEC’s draft Requirements, completed response to the Attachment 2 – Requirements Matrix Checklists & Questionnaire, completed response to Attachment 3 - Price Estimate Spreadsheet.

Note: The SEC may contact respondents for further information including one-on-one meetings and demos as part of the market research process.

DISCLAIMER: THIS SOURCES SOUGHT IS FOR INFORMATIONAL PURPOSES ONLY. THIS IS NOT A REQUEST FOR PROPOSAL. IT DOES NOT CONSTITUTE A SOLICITATION AND SHALL NOT BE CONSTRUED AS A COMMITMENT BY THE GOVERNMENT. RESPONSES IN ANY FORM ARE NOT OFFERS AND THE GOVERNMENT IS UNDER NO OBLIGATION TO AWARD A CONTRACT AS A RESULT OF THIS ANNOUNCEMENT. NO FUNDS ARE AVAILABLE TO PAY FOR PREPARATION OF RESPONSES TO THIS ANNOUNCEMENT. ANY INFORMATION SUBMITTED BY RESPONDENTS TO THIS TECHNICAL DESCRIPTION IS STRICTLY VOLUNTARY.

Proprietary information and trade secrets, if any, must be clearly marked on all materials. All information received that is marked Proprietary will be handled accordingly. Please be advised that all submissions become Government property and will not be returned. The Government shall not be held liable for any damages incurred if proprietary information is not properly identified.