This is a combined synopsis/solicitation for commercial items prepared in accordance with the format in Subpart 12.603 of the Federal Acquisition Regulations (FAR), as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; quotes are being requested and a written solicitation will not be issued. The solicitation number for this procurement is FHF-12-MATLAB. This procurement is issued as a Request for Quote (RFQ). The solicitation documents and incorporated provisions and clauses are those in effect through Federal Acquisition Circular 2005-55. The government anticipates awarding one Firm Fixed Price (FFP) purchase order as a result of this solicitation. The associated North American Industry Classification System Code (NAICS) is 511210 - Software Publishers. Size Standard $25.0 Million. STATEMENT OF WORK: The Federal Housing Finance Agency (FHFA), Division of Housing, Mission and Goals (DHMG) and the Division of Federal Home Loan Bank Regulation (DBR) require renewal of the brand name or equal MATLAB software (Commercial Perpetual Group License(s)) products which is a programming environment for algorithm development, data analysis, visualization, and numerical computation. Refer to Attachment 1 for a description of the products and quantities. At a minimum, the vendor shall provide the following brand name or equal services: • Statistics Toolbox - This toolbox provides functions and graphical user interfaces for analyzing historical data, modeling data, simulating systems, and developing statistical algorithms. These functions address a range of statistical areas such as linear and nonlinear modeling, multivariate statistics, calculation and fitting of probability distributions, hypothesis testing, and more. • Optimization Toolbox - The Optimization Toolbox extends the MATLAB environment to provide tools for general and large-scale optimization. Additional tools are provided for linear programming, quadratic programming, nonlinear least-squares, and nonlinear equations. The interactive MATLAB environment allows optimization problems to be easily refined and adapted, providing the User with valuable feedback and useful insight into a problem's "best" solution. • Financial Toolbox - The Financial Toolbox is used for a wide array of applications, including time series analysis, fixed income pricing, yield and sensitivity analysis, advanced term structure analysis, coupon cash flow date and accrued interest analysis, and derivative pricing and sensitivity analysis. • Financial Derivatives Toolbox - The Financial Derivatives Toolbox extends the Financial Toolbox with functionality for analyzing and modeling equity and fixed-income derivatives and securities contingent on interest rates. • Fixed Income Toolbox - The Fixed-Income Toolbox extends MATLAB by providing functions for fixed-income modeling and analysis. The toolbox includes tools for determining the price, yield, and cash flow for many types of fixed-income securities, including mortgage-backed securities, corporate bonds, treasury bonds, municipal bonds, certificates of deposit, and treasury bills. The Fixed-Income Toolbox also provides functionality for working with derivatives, such as swaps, convertible bonds, and treasury futures. • Econometrics - This toolbox provides functions for modeling economic data. It enables econometricians and financial professionals to select and calibrate economic models for use in simulation and forecasting. Capabilities include univariate ARMAX/GARCH composite models with several GARCH variants, multivariate VARMAX models, Monte Carlo methods for linear and nonlinear stochastic differential equations, and a variety of diagnostic tests. • Global Optimization - Global Optimization Toolbox provides methods that search for global solutions to problems that contain multiple maxima or minima. It includes global search, multistart, pattern search, genetic algorithm, and simulated annealing solvers. The User can use these solvers to solve optimization problems where the objective or constraint function is continuous, discontinuous, stochastic, does not possess derivatives, or includes simulations or black-box functions with undefined values for some parameter settings. • Genetic algorithm and pattern search solvers support algorithmic customization. The User can create a custom genetic algorithm variant by modifying initial population and fitness scaling options or by defining parent selection, crossover, and mutation functions. The User can customize pattern search by defining polling, searching, and other functions. For Data I/O • Spreadsheet Link - This toolbox lets the User integrate MATLAB math and graphics into a Microsoft Excel spreadsheet. Using MATLAB as a computation engine for Excel, the User can deliver high quality graphics and significantly reduce execution time for the Userr complex applications. • Datafeed Toolbox - This toolbox enables the User to make multiple datasource connections, monitor the status and history of each connection, and request real-time, time series, and historical data from a chosen connection from within MATLAB. This toolbox supports connections to Bloomberg, FactSet, DataStream, Haver Analytics, IDC, HyperFeed, and YAHOO!FINANCE. • Database Toolbox - This toolbox enables the User to exchange data between MATLAB and any ODBC/JBDC-compliant database. The Visual Query Builder tool within the toolbox enables the User to query stored data without needing to know or learn SQL. This gives the User the ability to access, analyze, and store the Userr data quickly and easily from within MATLAB. Deployment (Creating a stand alone application) • MATLAB Compiler, MATLAB Builder for Java, MATLAB Builder for .Net, MATLAB Builder for Java. These tools allow to create an application in MATLAB and deploy them as an executable, Excel add-in, .Net Object. Or Java classes. For Speeding Up MATLAB & Handling larger data sets • Distributed Computing - Distributed Computing Toolbox enables the User to solve computationally and data-intensive problems using MATLAB and Simulink in a multiprocessor computing environment. The User can use the toolbox to solve problems that comprise either several independent units of work or a single large computation by harnessing multiple processors. These processors can reside in one multiprocessor computer or, when the toolbox is used with MATLAB Distributed Computing Engine, on a computer cluster. • Parallel Computing Toolbox - Parallel Computing Toolbox TM lets the User solve computationally and data-intensive problems using MATLAB® and Simulink® on multicore and multiprocessor computers. Parallel processing constructs such as parallel for-loops and code blocks, distributed arrays, parallel numerical algorithms, and message-passing functions let the User implement task- and data-parallel algorithms in MATLAB at a high level without programming for specific hardware and network architectures. Other tools used in this area include: • Wavelets Toolbox • Neural Networks • Fuzzy Logic • Signal Processing • Symbolic Math Toolbox • Partial Differential Equations • Spline Toolbox • Curve Fitting PERIOD OF PERFORMANCE: The purchase order will be for a one-year base and four one-year options. SCHEDULE: Offerors should complete Attachment 1 and return it with the quote. The offeror shall provide the unit price for EACH item as well as the extended price for the Period of Performance identified above. SUBMISSION OF QUOTES: To be considered for award, please submit quotations electronically to
[email protected] no later than 2:00 PM EST February 29, 2012. Quotations shall be submitted in accordance with FAR 52.212-1, Instructions to Offerors - Commercial Items (Jun 2008), and addendum, specified under the section "APPLICABLE CLAUSES". Quote should consist of the following: (1) Written quote addressing factors a, b, and (c) Price - Attachment 1 and a copy of the Perpetual Group License Agreement. APPLICABLE CLAUSES: This solicitation incorporates the provisions and clauses that are in effect through Federal Acquisition Regulation Circular 2005-53, effective July 5, 2011. Provisions FAR 52.212-1, Instructions to Offerors-Commercial Items (Jun 2008) and addendum are incorporated into this solicitation. Addendum to 52.212-1, Modify: (b) Submission of offer(s) is to read as follows: "Submit quotes electronically to
[email protected]". Provision 52.212-2, Evaluation-Commercial Items (Jan 1999) is incorporated by reference with the following insert under (a): The following factors shall be used to evaluate offers: (a) Technical Capability of the item offered to meet the Government requirement (brand name or equal), (b) Ability to Meet Delivery Schedule, and (c) Price. The award will be made on the basis of the lowest evaluated price of proposals meeting or exceeding the acceptability standards for non-cost factors. Provision 52.212-3, Offeror Representations and Certifications-Commercial Items (May 2011) is incorporated. Contractors may submit their Online Representations and Certifications Application (ORCA) at the following government portal: http://orca.bpn.gov. Clauses 52.212-4, Contract Terms and Conditions--Commercial Items (Jun 2010) (DEVIATION) and FAR 52.212-5, Contract Terms and Conditions Required to Implement Statutes or Executive Orders-Commercial Items (AUG 2011), apply to this solicitation. The following additional clauses under FAR 52.212-5 are applicable: 1) 52.219-28, Post Award Small Business Program Representation; 2) 52.222-3, Convict Labor; 3) 52.222-21, Prohibition of Segregated Facilities; 4) 52.222-26, Equal Opportunity; 5) 52.222-36, Affirmative Action for Works with Disabilities; 6) 52.223-18, Encouraging Contractor Policies to Ban Text Messaging While Driving; 7) 52.232-33, Payment by Electronic Funds Transfer - Central Contractor Registration; and 8) 52.239-1, Privacy or Security Safeguards. FAR Clause 52.252-6, Authorized Deviations in Clauses, is also incorporated. In addition, this solicitation incorporates the Federal Housing Finance Agency (FHFA) provisions and clauses identified in Attachment 2, Terms and Conditions.