DoDL Investment Financial Ratings & Literacy Basics

Awarded Limited / Sole Source Justification Posted

Solicitation number
FA805224P0036
Agency
Set-aside
No set-aside

Opportunity facts

Contract number
FA805224P0036 Federal contract award
NAICS code
519210 Libraries and Archives

Notice details come from SAM.gov. Updated .

About this opportunity

This Limited/Sole Source Justification Notice is for the procurement of the Weiss Financial Ratings Online Database and Financial Literacy Basics subscription from Grey House Publishing, Inc. by the Department of the Air Force Materiel Command Installation and Mission Support Center Installation Contracting Agency. The justification cites Grey House Publishing as the sole source provider of this service, which includes independent financial strength ratings and planning tools for insurance, banking, mutual funds, and stocks, as well as early financial literacy content. The proposed contract is for a 60-month period from September 30, 2024 to September 29, 2029, with an estimated contract value. The contracting officer determined the anticipated price will be fair and reasonable based on historical data and an Independent Government Estimate.

Notice text

The program provides 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.

Awarded contract FA805224P0036 to unknown vendor for unknown amount on 2024-09-30.

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