Attachment 1_Statement of Work_CreditRating.pdf

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Attached to
242 Credit Rating Subscription Services Federal contract opportunity
Solicitation number
86615624Q00010
Issued by
Department of Housing and Urban Development

About this file

This document is a Statement of Work (SOW) for a federal solicitation for 242 Credit Rating Subscription Services. The Department of Housing and Urban Development (HUD), Office of Healthcare Programs (OHP) requires a contractor to provide a subscription service that offers credit ratings, research, economic data, industry benchmarks, credit trends reports, and special reports on American acute care hospitals, including not-for-profit and government-owned facilities. The service must demonstrate market leadership in covering hospitals in the below-investment grade category. The contractor shall provide timely reports, access to analysts, and help desk support. The period of performance is a 12-month base period with four 12-month option periods. The work does not require access to sensitive or private information. The contractor must protect third-party proprietary data.

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Attachment 2-Price Schedule.pdf PDF
Solicitation 86615624Q00010.pdf PDF

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Text version

Attachment 1 – Statement of Work (SOW)

Solicitation 86615624Q00010

242 OHP Credit Rating Services

Statement of Work (SOW)

06/25/2024

1.0 Introduction

Under Section 242, the Department of Housing and Urban Development (HUD), Office of Healthcare Programs (OHP), insures mortgages for acute care hospitals. The 242 Office of Healthcare Programs (OHP) objective supported by this procurement is to avoid insurance claims and provide successful and proactive underwriting and loan monitoring for the mortgages it insures. Noting that Section 242 traditionally serves a high percentage of financially stressed hospitals, OHP seeks a service that provides data consistent with the current and historical OHP hospital portfolio. The subscription service will provide for credit ratings of American acute care health organizations (hospitals), American healthcare sector analysis, and access to analysts with knowledge of the American healthcare system and hospitals, with a specific competency in below-investment grade hospitals.

2.0 Scope

Minimum technically acceptable requirements:

OHP requires access to a subscription service on the contractor’s platform. The subscription service shall provide online reports and materials covering the American healthcare sector. This will include, but is not limited to, rating reports, sector commentary, benchmarks, and industry outlooks.

2.1 Requirements

The Contractor must offer public credit ratings and written reports, both of which shall cover not for profit and government owned hospitals. Further, the Contractor shall demonstrate market share leadership in its ratings covering borrowers in below investment grade categories. The Contractor shall provide OHP users with timely reports and access to analysts for conference calls and meetings. The

Contractor shall provide an unlimited web-based subscription service that provides these detailed credit ratings, research, economic data, American hospital industry benchmarks, credit trends reports, and special reports.

The Contractor shall provide Help Desk support, with availability Monday through Friday, 8AM to

5PM EST. Inquiries shall be answered within 24 hours of receipt.

3.0 Deliverables

The Contractor shall provide the COR with a current copy of thirty (30) licensed user agreements within five business days from the date of award.

The Contractor shall provide, no less than once per quarter, an industry update session lead by no less than three analysts trained and versed in American acute care hospital ratings and analysis, for the

OHP workgroup.

4.0 Period of Performance

The Period of Performance will be a 12-month base period, with four, twelve-month option periods.

5.0 Place of Performance

Contractor’s facility.

6.0 Travel

Not applicable.

7.0 Security

Not applicable.

Work on this project does not require that Contractor personnel have access to sensitive, privileged, or

Privacy Act information.

The Contractor personnel shall not divulge, or release privacy data or information developed or obtained in the performance of this contract, until made public or specifically authorized by the

Government. The contractor must not use, disclose, or reproduce third party companies' propriety data, other than as authorized and required in the performance of this contract.

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