This Government Contract opportunity from Securities And Exchange Commission was posted on June 25, 2014. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Services to Compile 13f List

Awarded

SECHQ1-12-Q-T-021Federal

Submission Closed06/18/2014, 12:00:00 PM UTC

Contract Overview

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

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NAICS: 523930

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AI Contract Overview

The Securities and Exchange Commission's Office of Acquisitions plans to issue a solicitation for a vendor to provide services aimed at compiling the 13F List, a publicly released report made on a quarterly basis. This list includes securities data consistent with Section 13(f) and Rule 13f-1 requirements, facilitating institutional investment managers' preparation and filing of Form 13F with the SEC. The acquisition will follow non-commercial item acquisition procedures under FAR Parts 13 and 15, with the Government expecting to award a Firm Fixed Price contract. The contract will have a one-year base period and up to four additional one-year option periods. Interested contractors will need to submit both a technical and price proposal when the solicitation is released, which is anticipated around June 7, 2012. Contractors must be registered in the Central Contractor Registration and complete their Online Representations and Certifications Application via the Business Partner Network before submitting proposals. The work will be performed in Washington, DC, and inquiries can be directed to the SEC's designated Contract Specialist and Contracting Officer. The contract relates to NAICS code 541990 and is managed by the SEC’s Office of Acquisitions.

General Info

SEC seeks vendor for quarterly 13F list services under fixed-price, 1-year plus 4 option contracts.

Agency

Securities And Exchange Commission

Contract Value

NAICS

523930 - Investment Advice

Place of Performance

DC, USA

Set-Aside

NONE

Awardee

ICE DATA PRICING & REFERENCE DATA, LLC

Award Issued Date

06/18/2014, 12:00:00 AM UTC

Documents

No documents available

Documents will appear here when they are available.

AI Contract Breakdown

Uniform Contract Format

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Timeline

2 updates

PhaseAwarded

PostedMay 17

Presolicitation

Notice updatedJun 7

Notice type changed from Presolicitation to Special Notice. Response deadline added: Jul 6, 2012. The notice title changed. The notice description changed.

Notice updatedJun 15

The notice description changed.

AwardedJun 18

Contract was awarded

Submission Closed

06/18/2014, 12:00:00 PM UTC

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Organization & Contact Information

AgencySecurities And Exchange Commission

Contacts2 people available

OfficeWASHINGTON, DC, 20549, USA

Organization / AgencySecurities And Exchange Commission

Office AddressWASHINGTON, DC, 20549, USA

Contacts

Cheryl A. GreenfieldContract Specialist

contact@example.gov

Angela DunsonContracting Officer

contact@example.gov

Full Description

This announcement serves as a pre-solicitation notice only and not a solicitation. The Securities and Exchange Commission's (SEC), Office of Acquisitions, intends to issue a solicitation to seek a vendor who will provide services to the SEC in order to compile a 13F List. The SEC's objective of this contract is to allow the SEC to make public quarterly a report consisting of a list of securities which complies with the requirements of Section 13(f) and Rule 13f-1 to be used by institutional investment managers in the preparation and filing of Form 13F with the SEC (such list, the "13F List"). This requirement is being conducted as a non-commercial item acquisition in accordance with FAR Part 13 and Part 15. The Government anticipates award of a Firm Fixed Price (FFP) contract resulting from the solicitation. The period of performance for this procurement shall consist of one (1) year base period with four (4) one(1) year options. The Request for Quotation (RFQ) shall require the submission of a technical proposal as well as a price proposal. It is the contractor's responsibility to monitor the website for the issuance of the RFQ as well as any updates to the solicitation. All contractors must be registered in the Central Contractor Registration (CCR) (http://www.ccr.gov). Further, quoters are required to go online to the Business Partner Network (http://orca.bpn.gov) to complete their Online Representations and Certifications Application (ORCA) prior to submittal of a proposal. The solicitation will be posted to Federal Business Opportunities on or about June 7, 2012.