Salient_Characteristics_Sources_Sought_V2.pdf

Comparable Data Resource (Database)

Salient Characteristics:

Cloud-based database which provides searchable, global private and public company data which includes (at a minimum), o Company financial information o Parent Companies and sub-companies o # of employees o SEC filings o Previous owners o Board of Director information o Incorporations o Registry documents (may be included as optional characteristic) o Company data, to include addresses, telephone numbers, etc.

o Unique identifiers o Summarized company information, including incorporation date o Industry and activities, including codes in local and international classifications o Detailed overviews, available on millions of company records o Company financials in a standardized format o Original filings/images o Projected financials o Financial strength indicators o Standardized credit risk information o Anti-Money Laundering (AML) documentation for financial institutions o Detailed company ownership structures with adjustable percentage thresholds for beneficial ownership o Politically Exposed Persons (PEPs) and Sanctions information on individuals, companies and corporate groups o News linked to companies, with negative stories highlighted o Information on people, including advisors, auditors, board members, directors and other contacts o Mergers and acquisitions information o Private equity portfolios o Private equity data and portfolios o Peer group reports o Information on patents associated with companies o Independent industry market research o Additional sections for listed companies, including ratings, more detailed accounts and stock data o Historical data must go back a minimum of five years

Database must provide 100% sharable data, no restrictions on usage

Data must be searchable by company name, person name, association, location, and type of business

Database must provide a minimum of 75 million European companies’ information, and

150 million companies worldwide

Minimum weekly data refresh

Accessible online from anywhere

Accessibility for concurrent usage, minimum 2 concurrent users (i.e. more than one analyst can search at the same time)

Exportable data straight to email in common format (Microsoft Excel, Adobe PDF, etc)

Estimated number of licenses: 2-5, each at unique locations (i.e. Germany and Italy)