Sole Source Justification 50310222P0026_Redacted.pdf

factors, WRDS provides unique efficiencies, in terms of both researcher time and OIT infrastructure support requirements.

Compustat North America and Compustat Global. These databases provide both current and historical financial statement data for both active and inactive publicly traded companies.

Annual and quarterly data for North American and international companies is provided on a monthly basis. Data for North American companies includes stock price history and dividend earnings history.

CRSP/Compustat Merged (Center for Research in Security Prices). CRSP WRDS merges historical financial data provided by CRSP (University of Chicago Graduate School of Business, CRSP) and by Standard and Poor’s. This merged database uses permanent identifiers shared by both services, permitting a seamless time- series examination of companies and securities, regardless of ticker or CUSIP changes.

Execucomp. Execucomp provides information on executive compensation in companies that are part of the S&P 1500 plus companies, and those that were once part of the 1500 plus companies, have been removed from the index, but are still trading. The information includes data on top executives’ salaries, bonuses, options and stock awards since 1992 for the S&P 500 companies and from 1994 for all others. This data set includes over 80 different compensation characteristics, including the top five executive officers for each company, and over 35 measures of company financial performance taken from Compustat.

Additionally, SEC requires information services identified below that provide subscription to proprietary financial data, analytics and research, analyst reports combined with powerful application tools through a web based platform.

Data delivered via Web Based Platforms: A web-based platform provides an easy-to-use interface that permits for the searching and combining of information without requiring programming or data science expertise. In addition, web-based platforms provide access to curated displays of data, making it efficient for researchers to understand and analyze data, as well as to readily find connections between data points.

S&P Capital IQ Platform. S&P Capital IQ platform provides financial data, analytics and research. It provides a broad range of structured key financial data on a significant number of public and private companies back to 2001. Coverage provides financials for 88,000 public companies and 825,000 private companies, including 13,000 private companies with public debt. The service also provides profiles for at least 62,000 public companies and 4.4 million private companies. S&P Capital IQ platform provides current and historical data on company asset levels, their securities offerings, shares outstanding, stockholders of record, and the number of shares held by large shareholders. It is available via web based platform that combines deep information on companies, markets and people worldwide with robust tools for analysis. It also provides data for smaller reporting companies and non-reporting private companies. The data provides analysis of company performance with S&P Capital IQ's industry-leading financials with over 5,000 individual data items, including industry-specific metrics on 17 industries.

Capital IQ Aftermarket Research. Capital IQ Aftermarket Research provides research reports from over 1,800 brokers and independent research providers worldwide. It combine S&P Global Market Intelligence's research platforms with knowledgeable insights from Aftermarket Research contributors.

Capital IQ Aftermarket Research Pay-Per-View Reports. Pay-per-view collection shall provide access to content from leading market research firms, such as Euromonitor and IDC, and credit research firms such as Moody’s.

The estimated value for the base year is . The total estimated value of the requirement is .

4. An Identification of the statutory Authority for Other Than Full and Open Competition:

FAR Part 13.5 in accordance with 41 U.S.C. 1901(e)(2)(justified in writing and approved in accordance with 41 U.S.C. 3304(e)), only one source and no other supplies or services will satisfy agency requirements.

5. A demonstration that the proposed contractor’s unique qualifications or the nature of the acquisition requires use of the authority cited:

Data from Compustat North America and Compustat Global, CRSP/Compustat Merged and Execucomp delivered via WRDS is only available from S&P Global Market Intelligence LLC.

S&P Global Market Intelligence compiles and publishes the data, and provides it to WRDS.

Subscription to WRDS is available to all SEC authorized users. SEC authorized users include SEC employees, interns, academic fellows and contractors working on projects authorized by the SEC. Access to the data via WRDS enables authorized users to search, filter, and analyze data within the WRDS environment, as well as to download data for use with a variety of analytical, business intelligence or database management software outside of the WRDS environment, together with other data sets or reference files.

Compustat North America and Compustat Global are the only services available on WRDS platform that provide both current and historical financial statement data for active and inactive companies that goes at least 20 years of data for North American companies and at least 12 years of data for foreign companies. For most companies, annual history is available back to 1950 and quarterly history back to 1962 with monthly market history back to 1962. Annual and quarterly data for North American companies shall be provided on a monthly basis; annual data for international companies is provided on a monthly basis. Data for North American companies includes stock price history and dividend earnings history.

CRSP/Compustat Merged database is the only service available via WRDS that provides merged University of Chicago Graduate School of Business, CRSP and Capital IQ Compustat historical financial data provided. This merged database uses permanent identifiers shared by both services, permitting a seamless time-series examination of companies and securities, regardless of ticker or CUSIP changes.

Execucomp is the only service available via WRDS that provides information on executive compensation with required parameters, depth and historical coverage. Execucomp provides information on executive compensation in companies that are part of the S&P 1500 plus companies, and those that were once part of the 1500 plus companies but have been removed from the index and are still trading. The information includes data on top executives’ salaries, bonuses, options and stock awards since 1992 for the S&P 500 companies and from 1994 for all others. This data set includes over 80 different compensation characteristics, including the top five executive officers for each company (with link to description of each data items), and over 35 measures of company financial performance taken from Execucomp.

Additionally, data from S&P Capital IQ Platform, Capital IQ Aftermarket Research and Capital IQ Aftermarket Research Pay-Per-View Reports delivered via a web based platform is only available from S&P Global Market Intelligence LLC. The web based platform facilitates the retrieval and manipulation of data in a consistent data format with S&P Platform specialized data analysis tools. Access to these web based products enables SEC users to search, filter, analyze and combine information within the Capital IQ platform in one environment, as well as to export company data in bulks directly into spreadsheet format.

S&P Capital IQ Platform is the only service available via a web based platform that provides a comprehensive in depth and in historical data coverage of the private companies. S&P Capital IQ links directly to Compustat (another S&P product) when with Excel add-in user the user can retrieve the Compustat GVKEY associated with a company identifier. It provides large and comprehensive database of M&A going back 20+ years all over the world and including public companies, private companies, divisions of companies, and even real estate. It is a database of capital structure details, with lots of information about individual debt/equity issues.

Capital IQ Aftermarket Research is the only service available via a web based platform that provides analyst reports for medium and small size company and smaller regional companies. It provides access to reports from hundreds of research providers that are unavailable elsewhere. It provide links between companies to competitors, customers, suppliers, and subsidiaries, auditors and auditors source documents.

Capital IQ Aftermarket Research Pay-Per-View Reports is the only service via a web based platform that provides access to content from leading market research firms.

6. A description of efforts made to ensure that offers are solicited from as many potential sources as is practicable, including whether a notice was or will be publicized as required by Subpart 5.2 and, if not, which exception under 5.202 applies.

The SEC Office of Acquisitions posted a synopsis on SAM.gov – Contract Opportunities on 17 March 2022 to provide notification that the SEC intends to award a sole source procurement to S&P Global Market Intelligence in accordance with FAR 5.201.