SOURCES SOUGHT
70 -- Test and Evaluation of Financial Data Sharing/Searching Systems
- Notice Date
- 5/21/2004
- Notice Type
- Sources Sought
- NAICS
- 518210
— Data Processing, Hosting, and Related Services
- Contracting Office
- Department of the Treasury, Internal Revenue Service (IRS), National Office Procurement (OS:A:P), 6009 Oxon Hill Road, Suite 500, Oxon Hill, MD, 20745
- ZIP Code
- 20745
- Solicitation Number
- Reference-Number-FDSS-04-01
- Response Due
- 6/11/2004
- Archive Date
- 6/26/2004
- Point of Contact
- Steve Vanderlinden, Contract Specialist, Phone null, Fax 202-283-1514,
- E-Mail Address
-
steve.g.vanderlinden@irs.gov
- Description
- The Internal Service is interested in acquiring, for test and evaluation purposes, commercial, off-the-shelf open architecture financial data sharing/searching systems based on the SEC?s EDGAR system. The systems should include, but not be limited to SEC filings, Foreign Government Filings, Press Releases, Analysts Reports, company organization charts, ratio analysis and charts. These will be used by Researchers, Economists, International, and Revenue Agents within the Large and Mid-Size Business (LMSB) IRS Business Unit for an evaluation period of 120 days. We expect that contractors furnishing systems for trial would have significant experience in the design, development, and application of the financial database software functionalities required for this project; possess in-depth knowledge regarding the analytical processes and data presentation issues; and have intimate knowledge of SEC filings and financial ratio analysis and graphic comparative analysis of corporations? structures. First, we are specifically seeking 150 CD or DVD media disk sets containing EDGAR Financial Data and international data which has been cleaned and standardized, including but not limited to financial, statistical and market information such as income statements, balance sheets, changes in financial positions, and supplementary data as reported to the Securities and Exchange Commission (SEC) and other US and International reporting and data collection entities for, at a minimum, the most recent 10 year period, in a standardized English language format which facilitates year to year and company to company comparisons. The CD or DVD sets will be refreshed at least monthly. The software necessary to access, search, and compile the data will be included along with the supply of the financial information. The means of providing this software must be such that it is compatible with IRS laptops/workstations and their associated operating systems and operating environment. The database information shall be updated at least once every 48 hours and shall have the ability to link and export data to Microsoft Excel spreadsheet applications and Microsoft Access databases. Second, we are seeking access to the contractor?s COTS web-based financial data package for all 5,500 LMSB employees, including but not limited to financial, statistical and market information such as income statements, balance sheets, changes in financial positions, and supplementary data as reported to the Securities and Exchange Commission (SEC) and other US and International reporting and data collection entities for the most recent 15 to 20 year period, in a standardized English language format which facilitates year to year and company to company comparisons. The database information shall be updated at least once every 48 hours and shall have the ability to link and export data to Microsoft Excel spreadsheet applications and Microsoft Access databases. Both product formats shall include, but not be limited to, (1) all data reported by the largest and most significant firms listed on the major international stock exchanges, including inactive and active companies; (2) information available from Annual Reports, Proxy Statements, Forms 10-K and other reports as filed at least annually with the Securities and Exchange Commission, and other US and International reporting and data collection entities, in English; (3) business descriptions, industry and business trends and projections, Company Standard Industrial Classification/North American Industry System Classification Codes, mergers, acquisition, and corporate transactions from major international markets; (4) company names, addresses and telephone numbers, and tax identification numbers; (5) identification of major stock ownership and the names and addresses for up to four top company officers; (6) ownership data for parent and subsidiary companies and brother/sister corporations; and (7) partnership and trust information for all entities required to register with the SEC. The contractors will be expected to provide compliance with IRS Enterprise Architecture; implementation of the Financial Data test plan; assistance connecting to their Databases; compliance with IRS security settings/permissions during the duration of the project; review of their portion of the project documentation consisting of feedback and suggestions regarding changes necessary to the databases to support modeling; and a means for individual users to contact the vendor, during normal business hours, to secure assistance in the use of the product, including but not limited to questions dealing with information on databases, the use of the software attached to the databases in terms of searching the databases, compiling information, outputting information, generating reports etc. The product shall include a level/type of training adequate to allow the individual users full use of the databases. The product shall be available using modem and dial-up networking connections as well as through the IRS Intranet using a Web Browser on http port 80 only, and it shall work with computers using the Windows XP and Windows 2003 Server Operating Systems The financial data available shall be standardized for comparability consistent with the standards and regulations of various recognized accounting principles and practices. The databases shall allow the identification and selection of available company financial data by keyword search of business description and other significant database information. The data shall be accessible by searching on specific criteria such as Standard Industrial Classification and North American Industry System Classification Codes, location and stock exchange, company size, and other key financial characteristics. Contractors will initiate work to allow an IRS server with Visual Analytics Digital Information Gateway software to connect to any and all financial databases used to support the Web Based COTS products offered to IRS. This server to server connection will allow IRS to integrate the vendor?s financial data into our LMSB automation systems. In most instances an IRS DBA will load and maintain operational data stores. The contractor will provide unique services or optimization for their databases, including assistance with Visual Links modeling of financial data; assistance with DIG modeling of financial data; suggestions for updates/modifications to the databases to better support modeling efforts; development of reports and a Report Certification Process for reports published to the enterprise (these reports are anticipated to be consumed by the general user population rather than the researchers. Researchers will likely create their own ad-hoc reports, as needed, and will have specialized reports to meet their needs.) Data may also be used to prepare Reports that may be used and cited by specialists, revenue agent reports, and other reports or papers prepared in the normal course of IRS business operations. These derivative reports and papers will be shared with IRS customers, CPA firms, law firms, and other outside entities as required by operations. The products shall be in compliance with Section 508 of the Rehabilitation Act of 1973. Firms interested in providing their financial data products to the IRS for a no-cost trial period not to exceed 120 days should submit a written description of their product to the Contracting Officer at the address provided herein no later than June 11, 2004. The product description should include ballpark pricing for providing the quantities of products identified above for twelve months beginning approximately November 1, 2004, plus four one-year option periods. Participation in this trial does not guarantee that any future solicitation will be issued for products of this type or that the contractor will be invited to provide an offer under any solicitation which might be issued.
- Place of Performance
- Address: Washington, DC
- Country: USA
- Country: USA
- Record
- SN00590594-W 20040523/040521212458 (fbodaily.com)
- Source
-
FedBizOpps.gov Link to This Notice
(may not be valid after Archive Date)
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