Inactive

The Financial Planning – Investment Subscription is a subscription that specializes in providing investment information and instruction on investment management. This Financial Planning- Investment Su... The Financial Planning – Investment Subscription is a subscription that specializes in providing investment information and instruction on investment management. This Financial Planning- Investment Subscription will offer daily market updates and allows its users to customize their searches to meet their personal investment needs. Below are the product characteristics an item must meet to be considered: Must be able to provide 4 monthly newsletters with a 12-month archive. Must be able to provide daily articles published and archived covering market updates, personal finance/retirement, in-depth fund, stock, exchange-traded fund, analyst reports, and college savings plans. Must be able to provide daily videos published and archived videos covering market updates, personal finance/retirement, college savings plans. Must be able provide basic to advanced courses for stocks, funds, portfolios and bonds and a quiz at the end of each level to test knowledge. 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) Must be able to interface with the Air Force Portal, Army Knowledge Online (AKO), Marine Corps, Military OneSource, and Navy Digital Library (NDL) and the DoD Library Service Platform. Questions: The Government will accept questions concerning solicitation number FA805223PRE029 until 13 September 2023 at 1:00 PM CST. Email your questions to austin.grabowski@us.af.mil and dorothy.howe@us.af.mil. Any questions received after this date and time need not be considered. Quotes Due Date: Quotes must be submitted electronically to the Contract Specialist, Austin Grabowski, via e-mail at austin.grabowski@us.af.mil and Contracting Officer, Dorothy Howe at dorothy.howe@us.af.mil. Quotes must conform to the requirements of this solicitation and be received no later than 18 September 2023 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.

Inactive

Combined Synopsis/Solicitation Financial Planning- Investment Subscription 773 Enterprise Sourcing Squadron Joint Base San Antonio (JBSA) Lackland, TX 78226-1865 Date: 20 September 2023 Title: Financi... Combined Synopsis/Solicitation Financial Planning- Investment Subscription 773 Enterprise Sourcing Squadron Joint Base San Antonio (JBSA) Lackland, TX 78226-1865 Date: 20 September 2023 Title: Financial Planning- Investment Subscription Request for Quote (RFQ) / Solicitation Number: FA805223PRE029 Closing Response Date: 21 September 2023 at 1:00 PM CST Contact Point(s): Austin Grabowski, Contract Specialist Email: austin.grabowski@us.af.mil Contact Point(s): Dorothy Howe, Contracting Officer Email: dorothy.howe@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 full and open competition: under NAICS 516210 with a size standard of $47M. The Department of the Air Force, Air Force Installation Contracting Center (AFICC), 773 Enterprise Sourcing Squadron (ESS) has a requirement for Financial Planning- Investment Research Center Subscription per the attached Product Description. 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. To meet these needs, the DoD libraries must procure resources that can be accessed globally, including in areas with low or no Internet access, and provide the below stated requirements. Financial Planning- Investment Subscription is a vital educational tool for DoD personnel. Access to Financial Planning- Investment Subscription is important to service personnel and library staff for having the ability to provide investment information and instruction on investment management to meet mission needs. This Financial Planning- Investment Subscription will provide information that supports education and enhances quality of life for DoD personnel and their families. Performance shall be in accordance with the Product Description at attachment 1. 3. Period of Performance: The Period of Performance (POP) is for one (1) 12-month base period of performance and two (2) 12-month option periods. The entire period of performance for this contract action shall not exceed 36 months. Note: IAW FAR 17.206, the Contracting Officer shall evaluate offers for option periods contained in the solicitation when it is likely the Government will exercise options. And, IAW FAR 52.217-8, rates may only be adjusted as a result of revisions to prevailing labor rates provided by the Secretary of Labor. Estimated Schedule POP Start POP End Base Period 30 September 2023 29 September 2024 Option Period 1 30 September 2024 29 September 2025 Option Period 2 30 September 2025 29 September 2026 4. Questions: The Government will accept questions concerning solicitation number FA805223PRE029 until 20 September 2023 at 5:00 PM CST. Email your questions to austin.grabowski@us.af.mil and dorothy.howe@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, Austin Grabowski, via e-mail at austin.grabowski@us.af.mil and Contracting Officer, Dorothy Howe at dorothy.howe@us.af.mil. Quotes must conform to the requirements of this solicitation and be received no later than 21 September 2023 at 1:00 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 773rd ESS/PK from any claim for damages or other liability arising out of the posting process. 773rd 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 773rd 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 .

Inactive

This Sources Sought is issued solely for information and planning purposes – it does not constitute a Request for Quote (RFQ) or intent to issue a RFQ in the future. This Sources Sought does not commi... This Sources Sought is issued solely for information and planning purposes – it does not constitute a Request for Quote (RFQ) or intent to issue a RFQ in the future. This Sources Sought does not commit the Government to contract for any service whatsoever. Furthermore, the Government is not at this time seeking proposals and will not accept unsolicited proposals. Respondents are advised that the Government will not pay for any information or administrative costs incurred in response to this Sources Sought; therefore, all costs associated with responding will be solely at the interested party’s expense. Not responding to this Sources Sought does not preclude participation in a future RFQ, if one is issued. It is the responsibility of the potential offeror to monitor www.SAM.gov for additional information pertaining to this requirement. The 773d Enterprise Sourcing Squadron is seeking potential sources that can provide subscription access to the The Morningstar Investment Research Center. The Morningstar Investment Research Center is a database that specializes in providing investment information and instruction on investment management. Morningstar offers daily market updates and allows its users to customize their searches to meet their personal investment needs. They publish a monthly e-newsletter to help customers navigate the investment field, and their Investment Classroom offers over 100 courses on stocks, bonds, and portfolio building to help new investors understand the basics of investment. The product characteristics are listed below: Database that specializes in providing investment information and instruction on investment management. Daily market updates which allows its users to customize their searches to meet their personal investment needs Must be able to provide 4 monthly newsletters with a 12-month archive Must be able to provide daily articles published and archived covering market updates, personal finance/retirement, in-depth fund, stock, etf analyst reports, and college savings plans. Needs to be able to provide daily videos published and archived videos covering market updates, personal finance/retirement, college savings plans. Needs to be able provide basic to advanced courses for Stocks, Funds, Portfolios and Bonds. Quiz at the end of each level to test knowledge. 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) Must be able to interface with the Air Force Portal, Army Knowledge Online (AKO), Marine Corps, Military OneSource, and Navy Digital Library (NDL) and the DoD Library Service Platform