Attachment 2 - Minimum Requirements Checklist.pdf
PDF 88 KB Posted
- Attached to
- ESG data subscription Federal contract opportunity
- Solicitation number
- 50310223Q0011
- Issued by
- Securities and Exchange Commission
About this file
This document includes a minimum requirements checklist and details of a federal contract opportunity for an ESG data subscription. The minimum requirements checklist specifies eight mandatory criteria a vendor's commercial off-the-shelf subscription must meet to be considered, including providing GHG and climate risk data for global public and private securities as well as funds. The related federal contract opportunity is issued by the Securities and Exchange Commission to procure a comprehensive ESG data subscription for domestic and foreign issuers, indices, and funds. The North American Industry Classification code is 519290 and small businesses with under 1,000 employees can compete for this unrestricted solicitation.
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Other files for this federal contract opportunity
| File | Type | Posted |
|---|---|---|
| SEC Responses to Questions (Combined Synopsis-Solicitation 50310223Q0011).pdf | ||
| Solicitation Attachment 3 - Pricing Spreadsheet.xlsx | XLSX spreadsheet | |
| Attachment 1 - SEC Statement of Work (SOW).pdf | ||
| SEC Combined Synopsis-Solicitation_50310223Q0011.pdf |
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Page 1 of 2 Solicitation: 50310223Q0011
SEC Solicitation: 50310223Q0011
ESG Data Subscription
Attachment 2 – Minimum Requirements Checklist
The SEC will only accept responses from offerors that currently provide a Commercial-off-the-Shelf (COTS) subscription product that meets all minimum requirements within this checklist. The SEC is not seeking a subscription that requires development. Each company responding to this solicitation must complete this checklist and return a signed copy with quote submission
Instructions: Fill-in your company name in the space below and indicate whether your company meets each of the minimum requirements by marking an “X” next to the “Yes” or “No” for each minimum requirement. At the end of the Checklist there is a space for a company representative to sign the checklist. A response (“X”) must be indicated for each minimum requirement and the checklist must be signed by an authorized company representative otherwise it will be considered incomplete and your company’s submission will be given no further consideration for this solicitation.
Offeror Name: __________________________________________
Minimum Requirement # 1: Subscription shall provide GHG data (Scope 1 and 2, and other climate risk information, such as TCFD reporting) for domestic and foreign issuers of publicly traded equities and fixed income, as well as non-traded securities (e.g. non-traded real estate investment trusts). Scope 3 GHG data is not required but strongly preferred. If subscription does not currently offer Scope 3 data, the SEC requests timeframe estimate for when Scope 3 data will be made available and contractor shall agree to provide Scope 3 data at no additional charge to SEC once available within subscription.
Does your company meet Minimum Requirement # 1? Yes ____ No____
Minimum Requirement # 2: Subscription shall provide underlying climate data per issuer.
Does your company meet Minimum Requirement # 2? Yes ____ No____
Minimum Requirement # 3: Subscription shall provide climate data and metrics for domestic and foreign market indices (e.g., equity, fixed income, and sector indices).
Does your company meet Minimum Requirement # 3? Yes ____ No____
Page 2 of 2 Solicitation: 50310223Q0011
Minimum Requirement # 4: Subscription shall provide climate data for domestic and foreign mutual funds, ETFs, CEFs, BDCs and private funds with Climate metrics for these equities. The subscription shall provide the fund name, description of fund, ticker symbol, ISIN, asset class, sector and CIK for these equities.
Does your company meet Minimum Requirement # 4? Yes ____ No____
Minimum Requirement # 5: Subscription shall provide fund data including the composition/constituents (as permitted by licensing terms) of each fund and each of their ESG ratings.
Does your company meet Minimum Requirement # 5? Yes ____ No____
Minimum Requirement # 6: Subscription shall provide CDP data.
Does your company meet Minimum Requirement # 6? Yes ____ No____
Minimum Requirement # 7: Subscription shall provide ESG ratings data on both issuers and registered funds, including historical data.
Does your company meet Minimum Requirement # 7? Yes ____ No____
Minimum Requirement # 8: Subscription shall provide robust privacy safeguards to ensure users’ search activities are well protected, including a secure encrypted data feed, and the subscription shall provide ability to anonymize user credentials.
Does your company meet Minimum Requirement # 8? Yes ____ No____
Offeror Representation: I certify to the best of my knowledge that the responses on this checklist are accurate.
Print or type Name an Title of authorized company representative
Signature of authorized company representative Date
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