Description

The Treasury Common Services Center (TCSC), on behalf of the Office of Financial Research (OFR), Financial Stability Oversight Council (FSOC) and Departmental Office (DO) intends to make award to S&P Global Inc (S&P) on a sole source basis, under authority of FAR 6.302-1 for access to all S&P related products and services. These products and services may include but not limited to the following products. The final consolidated product list will be tailored through negotiations and finalized at time of award: S&P Index Data: The Government requires S&P index data which will allow OFR to analyze the S&P 500 earnings trends, revenue and other financial metrics into subsets of the aggregated data. The information required consists of the following indices: S&P 500, S&P Mid Cap 400, S&P Small Cap 600, S&P Composite 1500, S&P 100, S&P 900, S&P 1000, S&P Style, Attribute-Weighted Indices, S&P Select Industries, S&P Preferred Index, and other related sub-indices. History must be available to the 1970s for trend analysis. Not separately priced access for OFR/FSOC users to the supplying firm's research analysts for bespoke or ad-hoc inquires is necessary. Commercial, proprietary, and governmental legal entity identifiers (LEI) and other reference identification data for financial products: Global and regional commercial, government, and proprietary business classification and financial product classification services (LEI data) is required for the cross reference of financial products and counter party identification. Due diligence databases: Due diligence databases are required which monitor company ownership, financial products and compliance risk through the monitoring of ownership networks and sanction listings, watch lists, regulatory and law enforcement lists, Interpol lists, US Treasury Office of Foreign Asset Control watch lists, financial crime and charges listings, and ownership by Politically Exposed Persons (PEP). Fundamental data and datasets: OFR requires fundamental data (used in fundamental value analysis) which includes the standard financial ratios (e.g. price earnings ratios (P/E), book value, etc.) and company Key Performance Indicators (KPI). This data includes fundamental data and data sets for US and global firms. Data provided must include point in time information including archived history for at least two decades. Macroeconomic research and analysis data feed and analytics: Macroeconomic research and analysis and related analytics are required which are provided on a regional, global, asset or sector basis. This incorporates the tracking of daily business, corporate, and significant news with financial ramifications; comparison of US, regional, and global key economic indicators such as Gross Domestic Product (GDP) growth; stock valuation data such as P/E estimates, defined fundamental ratios, and I/B/E/S Global and sector aggregates for markets and stocks; economic point in time data; forecasting and presentation integrated t…

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