Combined Synopsis/Solicitation
Global Macroeconomic Software Licenses
Department of the Treasury · Office of the Comptroller of the Currency
AI summaryCombined synopsis/solicitation 2031JW27Q00011 (Global Macroeconomic Software Licenses) from the Treasury Department's Office of the Comptroller of the Currency (OCC), Chief National Bank Examiner. It asks for five transferable licenses to a global macro-econometric model, with scenario reports, data downloads, training and support, for one base year plus four option years. SAM.gov and the Standard Form 1449 (SF 1449) give the response due date as November 9, 2026, 10:00 AM Eastern, but the RFQ text says November 5, 2026, 12:00 PM Eastern. More in the summary
AI summary Beta
Combined synopsis/solicitation 2031JW27Q00011 (Global Macroeconomic Software Licenses) from the Treasury Department's Office of the Comptroller of the Currency (OCC), Chief National Bank Examiner. It asks for five transferable licenses to a global macro-econometric model, with scenario reports, data downloads, training and support, for one base year plus four option years. SAM.gov and the Standard Form 1449 (SF 1449) give the response due date as November 9, 2026, 10:00 AM Eastern, but the RFQ text says November 5, 2026, 12:00 PM Eastern.
Who can bid (4)
- Open to all businesses: SAM.gov lists no set-aside used and the form is marked unrestricted
- Active SAM.gov registration with a UEI and CAGE code shown on the quote cover page
- A model already in production that covers all G-20 economies and the eight listed macroeconomic sectors
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- A valid Section 508 Accessibility Conformance Report (ACR) from the last 12 months, plus a signed attestation
How to submit: Email to Matthew Quinn, contracting specialist, matthew.quinn@occ.treas.gov, due November 9, 2026, 10:00 AM Eastern (SAM.gov and SF 1449 block 8). RFQ section 1.0 says November 5, 2026, 12:00 PM Eastern.. What to include is under Full summary below. Check the solicitation's instructions on SAM.gov.
Things to watch (7)
From the version posted Oct 26, 2026.
- Serious: Specialized product: few vendors can meet it. The model must already be in production, cover all G-20 economies with about 350 variables per country, and offer an API, so only established economic forecasting vendors are likely to qualify.
- Worth checking: Questions due October 29, 2026. Questions must reach the contracting specialist by email by October 29, 2026, 12:00 PM Eastern; answers come in one amendment.
- Worth checking: Price hold period differs: 60 vs 90 days. FAR 52.212-1(c) says hold prices firm 60 calendar days from the date quotes are due, while section 24.3.2 says a minimum of 90 calendar days from the closing date.
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- Worth checking: Section 508 report and signed attestation required with the quote. A missing or outdated accessibility report (over 12 months old) or missing company-official signature could hurt the quote.
- Worth checking: Government terms override the vendor's license terms. Click-wrap terms do not bind the OCC, and the vendor's own license terms are overridden on venue, arbitration, indemnity, automatic renewal and liability, so standard software license terms may need changes.
- Minor: Daily reports and fast incident reporting. The statement of work asks for analytical reports published every business day and a security incident report to the OCC within one hour of confirming it.
- Minor: Solicitation text mentions court reporting services. Section 1.0 describes the RFQ as for nationwide court reporting services, which does not match the software license requirement; the rest of the document is about the macroeconomic model software.
Read from the notice and 1 attachment. Show which files.
- 2031JW27Q00011 Global Macro - Final RFQ.pdf (read)
Full summary
What they want
- Five transferable user licenses (up to five more if needed) to a global macro-econometric model that is already in production and can simulate shocks by country, sector and across countries
- Cover at least all G-20 countries, with an average of at least 350 macroeconomic variables per country, quarterly projections, a four-year forecast horizon and at least monthly data updates
- Provide an application programming interface (API) so tools like Python or R can pull data and run the model, plus model documentation showing how each indicator is forecast
- Supply monthly or quarterly staff-written stress scenarios (with at least one upside scenario) and regularly published analytical reports, with downloadable data and reports
- Give training (up to four times a year) and technical support, with a response within two business days and two meetings a year with the vendor's Chief Economist
- Send regular usage reports that list each licensed user's last login date
- Protect all information as controlled unclassified information (CUI), meet Section 508 accessibility rules, and report security incidents within one hour
- Contract type
- Firm-fixed-price (FFP): one set price, whatever the work ends up costing. Commercial products and services under FAR Part 12; request for quotation (RFQ)
- Period of performance
- Base year December 1, 2026 to November 30, 2027, plus four one-year options through November 30, 2031; a possible extension of up to 6 months under FAR 52.217-8
- Place of performance
- Contractor's facility or a location approved by the Contractor (SAM.gov lists Washington, DC, USA)
- Estimated value
- Not stated
- How they'll choose
- Best value comparison of quotes, with the Government free to make tradeoffs between Technical Capability and Price; award intended without negotiations
- Offers due
- November 9, 2026, 10:00 AM Eastern (SAM.gov and SF 1449 block 8). RFQ section 1.0 says November 5, 2026, 12:00 PM Eastern.
- How to submit
- Email to Matthew Quinn, contracting specialist, matthew.quinn@occ.treas.gov
What they'll judge offers on
- Technical Capability: quality of the macroeconomic model; quality of scenarios and research briefings; scope of the scenarios and research briefings; accessibility, delivery and technical support (including Section 508 compliance)
- Price: total evaluated price is the base year plus the four options plus half of option year four's price to stand in for the 6-month extension; unbalanced pricing is checked
What to include when you submit
- Send a cover page with a point of contact and an alternate (phone and email), business address, SAM.gov unique entity ID (UEI) and CAGE code
- Send two volumes, which may be in one document if clearly separated: Volume I Technical Capability and Volume II Price
- Volume I must cover model quality (in production, all G-20 economies, all listed sectors, number of variables, documentation, linkages, banking sector, reserves and ratings, methods, quarterly frequency, four-year horizon, monthly updates), scenarios and briefings, and accessibility, delivery and support
- Include a valid Accessibility Conformance Report (ACR) made within the last 12 months, using the Voluntary Product Accessibility Template (VPAT), with the attestation signed by a company official
- Volume II must give a firm-fixed price in US dollars for the base year and each option year; a pricing narrative is optional
- Include the quote items required by FAR 52.212-1(b), such as solicitation number, express warranty terms, price and discount terms, completed representations and certifications (FAR 52.212-3), and acknowledgment of any amendments
- Send questions by email to the contracting specialist
Current contractor
No incumbent is named. The statement of work says the OCC needs the software for its stress-test scenario work under the Dodd-Frank Act.
Not in the notice text
- The Government's estimate or budget is not stated
- The OCC's contract number or prior award for this software is not given
- Whether the November 9, 2026 or the November 5, 2026 response due date governs is not settled by the documents
- Whether the OCC will accept price quotes for the optional five additional licenses is not clear; the line items show 1 EA for each year
Eligibility and how to respond
- No set-aside: any business, large or small, can bid unless the notice says otherwise.
- How to submit, from the AI summary: Email to Matthew Quinn, contracting specialist, matthew.quinn@occ.treas.gov. Check it in the notice before you send anything.
- Service contracts usually set minimum pay rates (the Service Contract Act). Price the labor with the SCA price calculator.
Notice details
- Posted
- Oct 26, 2026
- Notice type
- Combined Synopsis/Solicitation
- Office
- Chief National Bank Examiner, Washington, DC
- Product/service code
- DA10 · IT and Telecom – Business Application/Application Development Software as a Service
- Business type
- IT, software & telecom (FedReady's grouping, from NAICS 518210)
- Attachments
Past awards and competition
Who has won work like this before, the likely incumbent, and what similar contracts paid, from USAspending.gov.
Before you respond
- How to respond to a solicitation (8 steps)
- How to read a government solicitation
- How to price a government contract
Terms on this notice: Solicitation
Full notice text from SAM.gov
See attached combined synopsis/solicitation.
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