Notice of Intent Morningstar 2022 Renewal.pdf

Solicitation #: 2031JW22Q00056 Title: Morningstar Investment Analysis Tool

Title: Notice of Intent to Sole Source

The Office of the Comptroller of the Currency (OCC) a bureau of the United States Department of the Treasury, intends to award a sole source purchase order to Morningstar Inc. of 22 West Washington Street, Chicago, IL 60602-1607 on a sole source basis utilizing FAR PART 13 Simplified Acquisition, procedures in accordance with 41 USC 253(c)(1) as implemented by FAR 6.302-1, only one responsible source and no other supplies or services will satisfy agency requirements.

The purchase order will result in the acquisition for Investment Analysis Workstation tool. The Morningstar Advisor Workstation is a robust web-based platform that always provides the latest Morningstar independent stock market investment fund research data. The service is being sole sourced to Morningstar, Inc. because they offer real-time data information; while other companies don’t have, nor offer this vital capability. Potential competitors purchase their data from Morningstar, Inc. to design their product. This need is unique and exclusive to Morningstar and only Morningstar, Inc. can fulfill this requirement.

Period of Performance: January 27, 2022 through January 26, 2023.

Morningstar, Inc. is the sole source. This notice of intent is not a request for competitive quotes;

a solicitation document will not be issued. However, firms that believe they can provide a service that fully meets the Government's requirements may submit substantiating documentation in writing to the identified point of contact within five (5) calendar days after publication of this notice. Such documentation will be evaluated solely for the purpose of determining whether or not to conduct this procurement on a competitive basis. A determination by the Government not to compete this proposed effort on a competitive basis, based upon the responses to this notice is solely within the discretion of the Government. Information received will be considered primarily for the purpose of determining whether to conduct a competitive procurement. Oral communication is not acceptable in response to this notice.