REQUIREMENT_-_Microfinance_Ratings.pdf

Microfinance Ratings & Analysis Requirements/Scope of Work

Background:

As the U.S. Government’s development finance institution, the Overseas Private Investment Corporation (OPIC) mobilizes U.S. private capital to help solve critical development challenges and in doing so, advances U.S. foreign policy. Because OPIC works with the U.S. private sector, it helps U.S. businesses gain footholds in emerging markets, catalyzing revenues, jobs and growth opportunities both at home and abroad. OPIC achieves its mission by providing investors with financing, guarantees, political risk insurance, and support for private equity investment funds.

OPIC currently manages a $14.5B portfolio of projects in over 105 countries and operates on a self-sustaining basis at no net cost to the American taxpayer. Since its inception, OPIC has supported over $200B of investment in developing markets and created approximately 277,000 U.S. jobs.

Microfinance Ratings & Country Analysis

OPIC’s Information Center requires a commercial off-the-shelf (COTS) web based information system providing access to a microfinance service provider and microfinance country analysis to meet the analytical needs of the up to 5 users.

The award will be for a Base Year and two (2) Option Years.

General system Requirements:

• Internet based system available 24 hours a day with limited down time.

• Access for up to 5 users.

• User friendly interface to all reports, benchmarks and data.

• Ability to track financial service providers and microfinance markets.

• Ability to create a custom portfolio feature.

• Ability to download, print or save search results in an appropriate format such as Word, PDFs or

Excel.

• Access to a Help Desk or other interactive search assistance

• Access to training or market update sessions via the web or onsite.

Content Requirements:

• Access to all MFI and related entity profiles and ratings in all available countries.

• Access to all available country sector reports.

• Significant coverage of MFIs, networks and other appropriate microfinance institutions in the following regions: Africa, Asia, Europe, Latin America/Caribbean. (OPIC is particularly interested in Africa and Asia.)

• Business performance information for worldwide MFIs (microfinance institutions), funders, networks and service providers.

• Social performance date for MFIs.

• Selected country specific market analysis reports providing detailed information on the microfinance market in a country including the current state of/trends in the market including gross loan portfolios, borrower growth rates and PAR projections.

• Entity performance reports and country market analysis reports updated on a regular basis throughout the year.

• Access to cross-market analysis tools that enable OPIC to create customized reports based on selected market indicators and MFI groupings.

• Access to MFI profiles with the ability to display the information in varying report formats.