SP Recompete SON (6.15.26) (003).pdf

STATEMENT OF NEED

ELECTRONIC FINANCIAL DATA SUBSCRIPTION SERVICE

1. PURPOSE

This acquisition is being conducted to establish a single award contract for the US Department of Housing and Urban Development Government National Mortgage Association (GINNIE MAE) to provide an electronic subscription service of financial data from S&P Global Market Intelligence, LLC (SPGMI) to support the continued surveillance of Ginnie Mae’s issuers and financial counterparties. The contractor shall provide financial content covering: financial news and analysis; reviews of domestic and global banks; financial industry data; annual and quarterly regulatory filings; bank performance and peer analytics; earnings reports; and announcements and investor presentations. The contractor also shall provide a U.S. Bank Regulatory Custom Data Feed. This content will be delivered online as an electronic financial subscription service.

This work shall be performed in accordance with all sections of this contract and any attachments.

2. SCOPE

As an integral component of this effort, Ginnie Mae seeks to procure in-depth financial analysis and data services in a proprietary suite of comprehensive financial content covering: financial news and analysis; reviews of domestic and global banks; financial industry data; annual and quarterly regulatory filings; bank performance and peer analytics; earnings reports; and announcements and investor presentations. This content shall be delivered as an electronic subscription service for financial data. Electronic financial delivery products are unique because they support the integration of financial information directly into Ginnie Mae’s proprietary software models and applications, without any additional requirements to the contractor to facilitate financial analysis and better management of the Ginnie Mae Risk Profile. Ginnie Mae will use the data for various purposes, including the creation of derivative works for its internal use, such as development of risk models, financial histories, credit profiles and other analytical tools relating to its role in the mortgage industry.

3. SPECIFICATIONS

SPGMI shall provide access to the following comprehensive on-line financial services:

RatingsDirect® which provides access to SPGMI’s credit ratings, research, and credit-adjusted financial statements. It allows users to monitor credit trends, rating upgrades and downgrades, credit performance, and industry outlooks. Ratings coverage includes 9,500 global issuers and 81,000 securities; 720 U.S. Public Finance entities and 700,000 securities; and 16,500 Structured Finance transactions, including asset-backed, commercial mortgage-backed, residential mortgage-backed securities, and collateralized debt obligations and 43,000 securities.

RatingsXpress® provides access to S&P Global Ratings data for issuers and fixed income securities in a structured feed format that can been delivered directly into internal systems, databases, models and analytical workflows. This data is available by asset class, global issuers, international public finance and government entities. RatingsXpress is well suited for use cases such as counterparty risk monitoring, internal scorecards, benchmark analysis, model development, policy testing and other analytical processes that rely on timely and historical ratings data.

SNL FIG via Capital IQ Pro Desktop provides access to specialized financial institutions data that supports the analysis of banks, credit unions, insurance companies, and related financial entities. The content includes global banking data, financial institutions regulatory data, bank branch data, depository rates, and insurance data.

SNL Banking Data API is a comprehensive banking suite that offers reliable and timely financial data that includes banking-specific benchmarks, such as asset quality details, loan and deposit composition, and regulatory capital breakdown including the latest Basel III disclosures.

4. DELIVERY

4.1 Delivery Date: Within 30 days of contract award.

4.2 Delivery Place: Licenses to be issued via email access upon delivery of usernames to contractor.

5. REHABILITATION ACT AMENDMENTS OF 1998 – SECTION 508

APPLICABILITY

All items which are identified as EIT in terms of Section 508 (Accessibility) requirements must be noted by the contractor as compliant, non-compliant, or requiring Agency Review based on how the equipment meets or does not meet the applicable standards for that technology.

EIT is information technology (IT), as defined at FAR 2.101, and any equipment or interconnected system or subsystem of equipment, which is used in the creation, conversion, or duplication of data or information. EIT includes:

*Telecommunication products, such as telephones.

*Information kiosks.

*Transaction machines.

*World Wide Web sites.

*Software and Operating Systems *Computers *Multimedia (including recordable media); and office equipment, such as copiers and fax machines.

EIT is defined by the Access Board at 36 CFR 1194.4 and in the FAR at 2.101.

a. Applicable Standards

One or more of the following 508 standards apply to all SEWP EIT line items

- Software Applications and Operating Systems (1194.21)

- Web-based Intranet and Internet Information and Applications (1194.22)

- Telecommunications Products (1194.23)

- Video and Multimedia Products (1194.24)

- Self Contained, Closed Products (1194.25)

- Desktop and Portable Computers (1194.26)

- Subpart C ‐‐Functional Performance Criteria § 1194.31 Functional performance criteria (If none of the technical standards of Subpart B applies, then Subpart C applies)

The contractor must comply with these technical standards at 36 CFR 1194. The contractor must provide a completed Government Product Assessment Template (GPAT) and/or document how each product was tested for Section 508 conformance. All Section 508 standards will be complied with in performing this contract.