Attachment 1- DoDL investment financial Ratings Literacy Basics.pdf

Product Description

DoDL Investment Financial Ratings & Literacy Basics

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.