ATCH 1 - Product Description.pdf

Product Description

Financial Planning / Investing Subscription

772 Enterprise Sourcing Squadron

Joint Base San Antonio (JBSA) Lackland, TX 78226-1865

3 September 2026

Scope The Contractor shall provide a commercially available, commercial off-the-shelf (COTS), web-based investment research and financial education database subscription that is available in the library marketplace. The subscription shall provide investment information, financial education, market research, and online learning resources accessible to eligible patrons through participating Department of the Air

Force, Army, Marine Corps, Navy, and Military OneSource library websites. The Contractor shall provide all licenses, subscriptions, platform access, authentication integration, technical support, customer support, usage reporting, administration, and other resources necessary to meet the requirements of this

Product Description.

Subscription Requirements The Contractor shall provide a web-based investment research and financial education resource that includes, at a minimum, the following content and capabilities:

Newsletters The subscription shall provide four (4) monthly investment-related newsletters during each 12-month subscription period. The Contractor shall maintain an accessible archive of newsletters for at least 12 months.

Daily Investment and Financial Content The subscription shall provide daily articles and an archive of previously published articles addressing the following subject areas:

• Market updates;

• Personal finance and retirement planning;

• In-depth fund analysis;

• Stock analysis;

• Exchange-traded fund (ETF) analysis;

• College savings plans; and

• Other investment-management topics relevant to individual investors.

Video Content The subscription shall provide daily video content and an archive of previously published videos addressing, at a minimum:

• Market updates;

• Personal finance and retirement planning; and

• College savings plans.

Financial Education Courses The subscription shall provide online financial education courses covering basic through advanced concepts in the following areas:

• Stocks;

• Funds;

• Portfolios; and

• Bonds.

Each course level shall include a quiz, knowledge check, or similar assessment that enables patrons to evaluate their understanding of the material.

Eligible-Patron Access The Contractor shall provide access for eligible patrons of participating Department of War (DoW) library programs through internet-connected computer browsers and mobile devices.

The subscription shall support access through the websites of the following library programs:

• Department of the Air Force libraries;

• U.S. Army libraries;

• U.S. Marine Corps libraries;

• U.S. Navy libraries; and

• Military OneSource.

Security Requirements

• Communications between the user’s browser and the Contractor’s website or server shall use

Transport Layer Security (TLS) version 1.3.

• The Contractor shall implement Hypertext Transfer Protocol Strict Transport Security (HSTS) with a long-duration policy to mitigate or prevent man-in-the-middle attacks.

• Website certificates shall use RSA 2048-bit encryption with SHA-256 signatures

(SHA256withRSA).

Usage Statistics and Reporting The Contractor shall provide the Government access to database usage statistics at no additional cost.

Usage statistics shall be available by the following service categories:

• Air Force;

• Army;

• Marine Corps;

• Navy; and

• Other.

The Contractor shall provide usage data through an online administrative portal, downloadable report, or another Government-approved method.

Customer and Technical Support The Contractor shall provide a designated customer-service and technical-support point of contact to assist the Government with:

• Subscription activation and renewal;

• Authentication setup, testing, and maintenance & access issues;

• User-account or administrative issues, if applicable;

• Usage-statistics access and reporting;

• Content or platform questions; and

• Resolution of service outages or other performance issues.