Morningstar Subscription

NOTICE OF INTENT TO AWARD SOLE SOURCE

The United States Air Force (the Government) intends to issue a Firm-Fixed-Price Purchase order to a single source, Morningstar U.S.A., under the authority of FAR 13.106-1(b)(1)(i) (only one source reasonably available) on or about 15 July 2018. The period of performance (PoP) shall be from 30 September 2018 - 29 September 2019.

FSC: 7630

NAICS: 519130

Size Standard: 1000 employees

Subscription name: Morningstar

Supplier name: Morningstar U.S.A.

Product description: A database that specializes in providing investment information and instruction on investment management. It offers daily market updates and allows its users to customize their searches to meet their personal investment needs. It publishes a monthly e-newsletter to help customers navigate the investment field, and its Investment Classroom offers over 100 courses on stocks, bonds, and portfolio building to help new investors understand the basics of investment.

Product characteristics an equal 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, 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 to provide basic to advanced courses for Stocks, Funds, Portfolios and Bonds. Quiz at the end of each level to test knowledge.

This notice of intent is not a request for competitive quotations. However, all responsible sources may submit a capability statement, proposal, or quotation, which shall be considered by the Government. The Government will consider responses received within twenty (20) days of issuance of this notice. Information received will normally be considered solely for the purpose of determining whether or not to conduct a full and open competitive procurement or a small business set aside competitive procurement. The Government will not pay for any information received in response to this announcement.

If the Government decides to compete this requirement, a synopsis shall be issued utilizing the combined synopsis/solicitation procedure identified in FAR 12.603. If this effort becomes a Small Business Set-Aside, FAR 52.219-14, Limitation on Subcontracting, will apply. Therefore, small businesses that want to be considered for a small business set-aside should demonstrate how they intend to comply.

A determination not to compete this requirement based upon responses to this notice is solely within the discretion of the Government.
Contractors should be aware of the following information:

1. Contractors must include the following information:

a. Points of contact, addresses, email addresses, phone numbers.

b. Identification as a large U.S. business, a small U.S. business, or a foreign business. Please note that size indicated should be based on the NAICS code for this effort listed above.

c. Identification of any other socioeconomic status including: Women-Owned Small Business, Economically Disadvantaged Small Business, 8(a), Service Disabled Veteran Owned Small Business, Veteran Owned Small Business or HUBZone.

d. Company CAGE Code or DUNS Number.

2. In your response, you must address how your product meets the product characteristics specified above.

3. Submitted information shall be UNCLASSIFIED.

4. Responses are limited to 10 pages in a Microsoft Word compatible format.

Responses should be emailed to Matthew Marshall at matthew.marshall.6@us.af.mil and Joelynn Laux at joelynn.laux@us.af.mil no later than 2 July 2018, 2:00 PM EST. Any questions should be directed to Matthew Marshall through email.

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