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This Government Contract opportunity from Securities And Exchange Commission was posted on April 2, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Notification of the SEC's intent to award a single source Purchase Order to Institutional Shareholders Services

Closed
50310224Q0053Federal

Contract Overview

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

Active Opportunities Like This One

NAICS: 541219
New
SLED
RFQ - ARBITRAGE REBATE CALCULATION AND ANALYSIS SERVICES
Solicitation # 13362
The County of San Diego, Chief Financial Office, is soliciting quotes under RFQ 13362 for arbitrage rebate calculation and analysis services. The selected contractor will be responsible for monitoring tax-exempt long-term obligations, including certificates of participation, lease revenue bonds, and various tax allocation and special tax revenue bonds. Key deliverables include the production of annual arbitrage reports and accurate calculations performed in accordance with Internal Revenue Codes and United States Treasury Regulations. The contract features an initial term from December 1, 2026, to December 31, 2027, with four optional one-year extension periods through December 31, 2031. The County will award the contract based on best value, evaluating technical merit, total cost, cultural competency, and sustainability impacts. Applicants must submit their quotes by November 23, 2026, primarily via the BuyNet portal, ensuring the response does not exceed twenty pages. Required documentation includes a cost/price exhibit, a signed representations and certifications form, and evidence of experience with at least three large governmental clients. The contractor must adhere to strict compliance standards, including Board policies on artificial intelligence and fraudulent conduct, and maintain high professional standards. Payment is processed monthly within thirty days of receiving a correct, substantiated invoice.
San Diego County

POSTED

4 days ago

DEADLINE

in 26 days

AI Contract Overview

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The U.S. Securities and Exchange Commission intends to award a non-competitive, fixed-price purchase order to Institutional Shareholders Services (ISS), Inc. for a renewal of online data access. This single-source award is based on the determination that ISS is the only provider capable of meeting the specific current and historical data requirements for Board Data, Voting Analytics, Shareholder Proposal Data, Governance Data, and the Incentive Lab Executive Compensation Database. The anticipated period of performance consists of a 24-month base period followed by three 12-month option periods, with an expected award date around May 31, 2024. While no competitive solicitation will be issued, the government will consider interested parties that demonstrate their capability to meet the requirements by the specified response deadline.

General Info

SEC non-competitive fixed-price award to ISS for online data access renewal.

NAICS

541219 - Other Accounting Services

Place of Performance

Not specified

Set-Aside

NONE

Documents

0

No documents available

Documents will appear here when they are available.

AI Contract Breakdown

Uniform Contract Format

No documents to break down

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Timeline

PhaseClosed
Posted

special-notice

Response Deadline

Deadline has passed

Submission Closed

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Organization & Contact Information

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AgencySecurities And Exchange Commission
Contacts1 person available
OfficeN/A
Office AddressN/A
Contacts
Pleshette Brown

Full Description

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The U.S. Securities and Exchange Commission (SEC) intends to award a fixed-price purchase order on a single source basis to Institutional Shareholders Services (ISS), Inc., 702 King Farm Boulevard #400, Rockville, MD, 20850-5774. The SEC has a requirement for online access to ISS Board Data, Voting Analytics - Proxy Voting Data, Shareholder Proposal Data, ISS Incentive Lab Executive Compensation Database and Governance Data. This is a renewal contract action. Institutional Shareholders Service provides data required by SEC, both current and historical with required data range and variables. Access is provided to subscribers over the Internet in a variety of output formats. The contracting officer has determined that ISS is the only source that can reasonably meet the SEC's requirement in accordance with FAR Part 13.106-1(b) because ISS is only known source to provide data required by SEC, both current and historical with required data range and variables. The period of performance for the purchase order is anticipated is a base period of 24 months with three (3) 12-month option periods. The SEC intends to award a purchase order to ISS on or about May 31, 2024. This notice is not a competitive request for proposals. A competitive solicitation will not be issued. However, the government will give consideration to interested parties that identify their interest and capability to respond to the requirement or submit proposals by the response date of this notice.

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