SoleSourceJustificationMergentSigned.pdf

NAVSUPINST 4200.85D, Encl (1) 1 of 3

JUSTIFICATION FOR SOLE SOURCE (Simplified Acquisitions <$250K)

The service or material listed on (ALLNDU-18-0048) HQ0100-9050-A049 Mergent follow on is sole source and competition is precluded for reasons indicated below. There are no substitutes available for this material or service.

Restricted to the following source. Mergent, Inc. (If a sole source manufacturer distributes via dealers, ALSO provide dealer information.)

Manufacturer: Mergent, Inc.

Manufacturer POC & phone nr. John Carino, Senior Sales Manager, Phone: 212-413-7768, Email:

john.carino@mergent.com Mfr.

Dealer / Rep

Dealer / Rep address / phone nr. 580 Kingsley Park Drive Fort Mill, South Carolina 29715

Description of the item or service required, the estimated cost, and required delivery date.

This sole source requirement is for Mergent Online License renewal to Mergent, Inc. in support of the National Defense University (NDU).

TOTAL ESTIMATED AMOUNT: The total estimated price, inclusive of two, one-year option periods is $86,569. See below breakdown.

Base $28,008 Option Period I $28,848 Option Period II $29,713

DESIRED DELIVERY SCHEDULE: The coverage period for the base year is 1 September, 2019– 31 August 2020.

Specific characteristics of the material or service that limit the availability to a sole source (unique features, function of the item, etc.). Describe in detail why only this suggested source can furnish the requirements to the exclusion of other sources.

As part of their academic program, students at the National Defense University study critical aspects of the resources component of national security. At minimum, study of industries, companies, and countries with a specific understanding of company financial data and information. Students must search for, locate, and download company financial data for U.S. and non-U.S. companies that they may be expected to contact during domestic and international travel or that they may be expected to research and report on during specific industry-related and country-related seminars. They require, at minimum, data for U.S.

and non-U.S. organizations, annual business reports, news reports, SEC filings, acquisitions, cash flow, balance sheets, and income statements, along with supplementary industry profiles and country statistics for their accreditation.

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MERGENT ONLINE provides the National Defense University with these minimum sources of information sufficient to meet the needs and requirements of the faculty, staff, and students and of the curriculum. MERGENT ONLINE is the sole owner and only known online source of Moody’s Company Data, which is the only known source for detailed company profiles for both publicly- and privately-held companies, a minimum requirement of NDU’s academic program. It combines financial statements, company reports, filing data, news, income and cash flow statements, contact information, stock information, and information on acquisitions, mergers, and disposals. Mergent, Inc. is the only known provider of the MERGENT ONLINE service, data that is not available in other resources.

The requested material or service represents the minimum requirements of the government.

CHECK & FILL IN ALL APPLICABLE BLANKS BELOW

The material/service must be compatible in all aspects (form, fit and function) with existing systems presently installed/performing. Describe the equipment/function you have now and how the new item/service must coordinate, connect, or interface with the existing system.

The required Mergent, Inc. software license provides the software licensee with access to Mergent Online and software updates for the online applications of Mergent which is currently in use at NDU.

X A patent, copyright or proprietary data limits competition. The proprietary data is proprietary content including the required minimum financial information (balance sheets, income statements, acquisitions, stock information, dividend payment history), specifically access to Moody’s that cannot be provided by other sources.

These are “direct replacements” parts/components for existing equipment.

X Other information to support a sole source buy:

Market research was conducted on the Internet, trade publications were accessed, discussions took place with subject matter experts (NDU faculty), and potential providers were contacted. All known sources and points of contact within the industry and company profile market were canvassed for names of firms that are potentially qualified for the tasks outlined under the Performance Work Statement.

Comparable products are IBISWorld, Marketline Advantage, EMIS Emerging Markets and Hoover’s Company Profiles. Each of these products has a specific focus area and none includes the minimum requirement in offering searchable and comparable company profiles that provide financial information for U.S. and non-U.S. public and private companies, all of which are critical to the mission of NDU. IBISWorld does not include company profiles; Hoover’s does not include annual reports, downloadable SEC filings, or a comparable level of historical comprehensive financial information or a way for users to create customized comparisons between company profiles; Marketline Advantage focuses on narrative descriptions of company history, company views and strategy, and written analysis of strengths, weaknesses, opportunities, and threats but does not provide data; EMIS is focused on emerging market countries and does not include

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Date ________________________________ SAP Sole Source content for the developed world.

It was determined that no other vendor is available that can provide National Defense University with the required combination of Moody’s Company Data with historic financial data across selected U.S. and non-U.S. companies, including privately-held companies, with the data and information appropriate for the NDU environment and minimum required curriculum.

I CERTIFY THAT STATEMENTS CHECKED, AND INFORMATION PROVIDED ABOVE, ARE

COMPLETE AND CORRECT TO THE BEST OF MY KNOWLEDGE. I UNDERSTAND THAT THE

PROCESSING OF THIS SOLE SOURCE JUSTIFICATION PRECLUDES THE USE OF FULL AND

OPEN COMPETITION.

Signature Title Contract Manager

Activity National Defense University Date 16 August, 2019

Contracting Officer Signature