Notice of Sole Source Intent - Regulatory Support Reports & Data Subscription Tender

Procurement Summary

Country : USA

Summary : Notice of Sole Source Intent - Regulatory Support Reports & Data Subscription

Deadline : 26 Jul 2024

Other Information

Notice Type : Tender

TOT Ref.No.: 104535536

Document Ref. No. : ACQ-24-0512

Competition : ICB

Financier : Self Financed

Purchaser Ownership : Public

Tender Value : Refer Document

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Tender Details

Description

NOTICE OF SOLE SOURCE INTENT

Reference No. ACQ-24-0512

Cerulli Associates, Inc.

699 Boylston St FL 16

Boston, Massachusetts 02116

The Department of Labor (DOL), Office of Assistant Secretary of Administration and Management (OASAM), intends to negotiate on a sole source basis with Cerulli Associates, Inc under the authority of FAR 13.106‐1(b)(1)(i) - Soliciting from a Single Source.

The Employee Benefits Security Administration (EBSA) requests the renewal of the agencies Regulatory Support Reports and Data Subscription currently provided by Cerulli Associates, Inc. The Regulatory Support Reports and Data Subscription is a used by the DOL EBSA to secure historical, current, and projected information on retirement markets, investment vehicles and stakeholders impacted by its regulations and programs, such as IRAs, annuity market, employer-sponsored retirement plans, registered investment advisers, broker-dealers, retirement plan participants and retail investors. Specifically, EBSA is seeking reports and databases which provide comprehensive data on these topics: small and mid-sized retirement plans; retirement plan participants; projected IRA assets; projected annuity sales; retail investors- rollover decisions; retail investors- relationships with financial advisors and broker-dealers and registered investment advisors; retail and institutional use of alternative investments including hedge funds, private equity, cryptocurrency, and special purpose acquisition companies (SPACs); and how institutional and retail investors use Environmental, Social, and Governance (ESG) factors.

This software subscription is proprietary to Cerulli Associates, Inc. EBSA is responsible to administer and enforces the reporting, disclosure, and fiduciary requirements of Title I of the Employee Retirement Income Security Act of 1974 (ERISA). EBSA-s oversight ensures the security of the private-sector, employer-sponsored retirement, health, and ot...
Active Contract Opportunity Notice ID ACQ-24-0512 Related Notice Department/Ind. Agency LABOR, DEPARTMENT OF Sub-tier OFFICE OF THE ASSISTANT SECRETARY FOR ADMINISTRATION AND MANAGEMENT Office DOL - CAS DIVISION 1 PROCUREMENT
General Information
Contract Opportunity Type: Special Notice (Original)
All Dates/Times are: (UTC-04:00) EASTERN STANDARD TIME, NEW YORK, USA
Original Published Date: Jul 20, 2024 06:59 pm EDT
Original Response Date: Jul 26, 2024 05:00 pm EDT
Inactive Policy: 15 days after response date
Original Inactive Date: Aug 10, 2024
Initiative:
Classification
Original Set Aside:
Product Service Code:
NAICS Code: 541990 - All Other Professional, Scientific, and Technical Services

Place of Performance: Washington, DC USA

Documents

 Tender Notice