Description

GENERAL PURPOSE 1.0 Purpose The contractor shall provide research data subscription services to the Office of Capital Markets (OCM) to provide comprehensive performance data regarding the opaque and decentralized private credit market; this data must provide detailed and accurate views into fund performance for global private credit funds to support benchmarking and portfolio analysis; including making propriety data available to reveal fundraising trends, capital deployment, exposure, participants in the market, and longitudinal performance data for private credit, spanning individual funds as well as aggregated index benchmarks. Acquisition Approach The Treasury has not determined the acquisition approach. Any results of this Sources Sought will assist the Treasury Departmental Offices and the Departmental Offices & Enterprise Procurement Branch, Treasury Common Services Center – Acquisition Services (TCSC) in determining an acquisition strategy about how to proceed. SOURCES SOUGHT REQUIREMENTS 2.0 Description of Information Requested TCSC Acquisition Services is requesting information regarding the respondents' capabilities in providing the aforementioned required. Provide company information, to include: Company name and address; Size of company (number of personnel, total revenue, ownership, parent corporation, etc.); Unique Entity Identifier (UEI) Company point(s) of contact including name, phone number, address, and email; length of time in business; Geographic presence; Company experience in providing valuation services to government or commercial entities; Provide any pertinent information that will assist us in this assessment. Contract Number and value/capacity; and Available Strategic Contracts (e.g., GSA, Indefinite Delivery Indefinite Quantity (IDIQ) contract allowing decentralized ordering, etc.). Please identify type of “ordering” contract (e.g., GSA Multiple Award Schedule, GSA Professional Service Schedule, etc.). 2.1 Technical Requirements The contractor's solution must provide an accessible software platform (with excel add-ins and export plugins) that provides the following data regarding private credit markets: 2.1.1 Fund-Level Data Fund profiles (strategy, vintage, size, geography) Fund status (raising, closed, liquidated) Fund terms (fees, carry, hurdle rates where available) Fundraising timelines and targets Fund-level performance metrics (IRR, multiples) 2.1.2 Performance and Benchmarking Net IRR, DPI, RVPI, TVPI Quartile rankings Benchmark indices by strategy, geography, and vintage year Public Market Equivalent (PME) comparisons Cash flow data (capital calls and distributions) 2.1.3 Deal and Transaction Data Loan and deal-level records Deal size, structure, and type Borrower/company details Sponsor-backed and direct lending classification Entry and exit data where available Historical deal flow and activity trends 2.1.4 Investor Data Institutional investors allocating to private credit Allocation strategies and prefe…

Place of Performance

Contracting Office

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