DoDL Investment Financial Ratings & Literacy Basics

Combined Synopsis/Solicitation DoDL Investment Financial Ratings & Literacy Basics 773 Enterprise Sourcing Squadron Joint Base San Antonio (JBSA) Lackland, TX 78226-1865 Date: 4 September 2024 Title: DoDL Investment Financial Ratings & Literacy Basics Request for Quote (RFQ) / Solicitation Number: FA8052PRE0758 Closing Response Date: 18 September 2024 at 4:00 PM CST Contact Point(s): LaTasha Boyd, Contracting Specialist Email: latasha.boyd@us.af.mil Contact Point(s): Ernest Medina, Contracting Officer Email: ernest.medina.2@us.af.mil 1. Description: This is a combined synopsis/solicitation for commercial items prepared in accordance with the format in Subpart 12.6, as supplemented with additional information, included in this notice. This announcement constitutes the only solicitation; quotes are being requested and a written solicitation will not be issued. This requirement shall be a Full and Open under NAICS 519210 with a size standard of $21.0 in millions. The Department of Defense, Air Force Libraries, 773 Enterprise Sourcing Squadron (ESS) has a requirement for the provision of a DoDL Investment Financial Ratings & Literacy Basics Subscription. See attachment 1, Product description and a list of line-item number(s) and items, and units of measure, see Pricing Schedule B. 2. Requirement: The mission of Department of Defense (DoD) Morale, Welfare, and Recreation (MWR) Libraries is outlined in DoDI 1015.10 stating DoD Libraries will provide information resources and services required to accomplish the mission. The libraries support military personnel assigned to contingency operations, remote sites, and military missions IAW DoDI 1015.10, Military Morale, Welfare, and Recreation Programs. The program provides professional military and voluntary education programs materials and services. Libraries also provide facilities, resources, and services to enhance the quality of life, regeneration, and resiliency for authorized customers. The DoD Library Consortium exists to create partnerships among the libraries within the various services of the DoD. They cooperatively acquire materials that are made available to military and civilian employees across the DoD. These resources relate to various overarching goals of the DoD such as recreation, physical wellness, emotional resiliency, and educational pursuits. The 773d Enterprise Sourcing Squadron is seeking potential sources that can provide Financial Ratings Online and Financial Literacy Basics offers an online resource of carefully compiled and researched Financial Ratings Series providing a single source for important banking, insurance and investment ratings, and financial planning tools. Must be an independent rating service for approximately 900 life and annuity insurers, 2,700 property and casualty insurers, and 600 health insurers and HMO's plus 8,000 banks and S&Ls. The U.S. General Accounting Office validated ratings accuracy in its Insurance Ratings study. Must distributes independent ratings on shares of thousands of publicly traded companies, mutual funds, closed-end funds, and ETFs. Must provide Financial Literacy Basics provides the essentials of early financial literacy in accessible terms for subjects such as renter's insurance, checking accounts, paying back student loans, starting a 401k, and sticking to a budget. Must be able to provide an existing commercial off the shelf platform in the library marketplace. Product Characteristics an equal item must meet to be considered: Must be able to provide financial strength ratings and financial planning tools covering insurance, banks, mutual funds, and stocks. Must be able to provide information on the strength and weakness of banks and credit unions by geographical area. Must be able to provide information and ratings on insurance companies including those that supply Medicare supplemental insurance decisions and get the best price for their plan. Must be able to provide customer accounts that can be personalized. Must be able to provide independent, unbiased ratings of over 63,000 stocks, funds, insurers, and financial institutions. Must provide basic information on financial topics for beginners and more detailed analysis for the intermediate investor or business professional. Must provide simple search screens make finding information quick & easy. Must be able to compare companies or investments side by side, get stock quotes and live news feeds on the companies ratings that are unbiased, accurate ratings. Must enable users to create their own screeners to compare companies or investment using criteria that are important to them and create their own personal watchlist for immediate notification of changes to their portfolio. Must use easy-to-use letter grade ratings perfect for the beginning investor or first-time researcher. Must provide important articles on timely investment, banking, and insurance options. Must be able to interface with all 4-service branch library and Military OneSource websites using industry standard authentication methods to ensure only eligible patrons can access resources from any internet connected computer browsers and mobile devices. Must work with contract POC to establish authentication methods to provide optimal accessibility for all eligible patrons. Security between the Website and server must be Transport Layer Security (TLS) 1.3. Must be able to supply or allow retrieval of database usage statistics by Branch of Service (Air Force, Army, Marine Corps, Military OneSource/Other, and Navy). Must have HTTP Strict Transport Security (HSTS) with long duration deployed on the servers to mitigate/prevent man-in-the-middle attacks. Website certificates should be RSA 2048-bits (SHA256withRSA). VCL must be able to test the platform to evaluate if it meets requirements. Must provide username and password to view content on platform. 3. Period of Performance: The Period of Performance (POP) is for one (1) 12-month base period of performance and four (4) 12-month option periods. The entire period of performance for this contract action shall not exceed 60 months. Estimated Schedule: Base Period: 30 September 2024- 29 September 2025 Option Period 1: 30 September 2025- 29 September 2026 Option Period 2: 30 September 2026- 29 September 2027 Option Period 3: 30 September 2027- 29 September 2028 Option Period 4: 30 September 2028- 29 September 2029 4. Questions: The Government will accept questions concerning solicitation number FA8052PRE0758 until 11 September 2024 at 4:00 PM CST. Email your questions to latasha.boyd@us.af.mil. Any questions received after this date and time need not be considered. 5. Quotes Due Date: Quotes must be submitted electronically to the Contract Specialist, LaTasha Boyd, via e-mail at latasha.boyd@us.af.mil and Contracting Officer, Ernest Medina, Email: ernest.medina.2@us.af.mil . Quotes must conform to the requirements of this solicitation and be received no later than 18 September 2024 at 4:00 PM CST. It is the responsibility of the offeror to ensure that the quotes and its attachments are received. Any quotes received after designated closing date and time need not be considered. Quotes must include aggregate total of base plus all option year CLINS on Pricing Schedule B (IAW FAR 52.217-5 Evaluation of Options). All quotes shall conform to the Contract Line-Item Number (CLIN) structure of the attached Pricing Schedule B. 6. Notice to Vendor(s): The Government reserves the right to cancel this solicitation, either before or after the closing date. In the event the Government cancels this solicitation, the Government has no obligation to reimburse Vendors for any costs. Respondent understands and agrees that it submits its quote at its own risk and expense, and releases 773 ESS/PK from any claim for damages or other liability arising out of the posting process. 773 ESS/PK shall not be liable for any errors in Vendor's response. Vendor is responsible for careful review of its entire response to ensure that all information is correct and complete. Vendors are liable for all error or omissions contained in their responses. All informational material submitted in response to this posting becomes the property of 773 ESS/PK and shall not be returned. 7. Period of Acceptance of Quotes: The Vendor agrees to hold the prices in its quote firm for 60 calendar days from the date specified for receipt of offers. 8. Wide Area Work Flow (WAWF): Include in the quote that a Wide Area Work Flow (WAWF) account has been initiated or already established (DoD) has mandated the use of WAWF. All invoices shall be submitted using Wide Area Work Flow (WAWF). To get more information about how to register for WAWF contractors can go to the following web site and download the Contract Pay information: http://www.dfas.mil/contractorpay/ContractPayInformation.pdf. 9. SAM Registration: Firms submitting a quote subsequent to the solicitation described herein, MUST be registered in the System for Award Management (SAM) database, or risk the quote as being non-responsive, regardless if the package is considered complete, timely or any other salient consideration. Information to register on SAM can be found at the web site, SAM.gov | Home . 10. General Information: The following must be submitted for the requirement: 1) A capability report that is in Word document format with standard text and FONT (e.g., Times New Roman 12) that is between one (1) page to 10 total pages (do not exceed 10 pages in the capability report) with detailed information, examples or responses in sentence or paragraph format for Product Description's list of items that are in bulleted form. We encourage any offeror to provide a statement(s) or paragraph with specific details and information that answers each bullet in the product description's list. The offeror can include an executive summary and company general information as part of the capability report as long as the entire capability report does not exceed a total of 10 pages. The capability report coincides with ATCH - 1 the Product Description. 2) An offeror will use the ATCH - 2 and enter the required information for all fields in the document. The offeror must have a current registration in SAM.GOV and the price sheet must include the UEI and CAGE code. Please note to confirm that the NAICS code for this requirement is in the SAM.GOV profile. List of Attachments: Product Description Pricing Schedule Provisions and Clauses