INTENT TO SOLE SOURCE - MorningStar.pdf

INTENT TO SOLE SOURCE

Subscription to MorningStar

#SS-OFR-20-041

The Bureau of Fiscal Service (Fiscal Service), on behalf of The Office of Financial Research (OFR) and the Financial Stability Oversight Council (FSOC), intends to contract with MorningStar Inc., 22 W. Washington Street, Chicago, IL 60602 on a sole source basis. The OFR requires licenses to Morningstar Direct in order successfully fulfill the direct responsibilities of the OFR as outlined in the Dodd-Frank Wall Street Reform and Consumer Protection Act (“Dodd-Frank”). Specifically, Morningstar Direct provides a comprehensive source of various datasets on mutual fund returns, fees, loads, turnover, holdings, and non-U.S. mutual funds. The mutual fund returns data is updated on a daily basis, while the remaining datasets are refreshed on a monthly basis.

Further, access to these data will allow the OFR to fulfill the purposes and duties of the office including collecting data on behalf of the Financial Stability Oversight Council. The Treasury requires a subscription to Morningstar Direct given that it is the most comprehensive source of mutual fund data. Morningstar Direct will allow researchers to conduct a review of firms and the individual funds they manage and if they are potential threats to U.S. financial stability.

The period of performance for the purchase order is anticipated to be one 12-month base period with two 12-month options.

The total estimated value of this purchase order will exceed the simplified acquisition threshold.

NO SOLICITATION IS AVAILABLE. A request for more information, or a copy of the solicitation, will not be considered an affirmative response to this Special Notice. Telephone responses or inquiries to this Special Notice will not be accepted.

Fiscal Service will consider written responses received no later than 01/22/2020. Responses must be submitted electronically to purchasing@fiscal.treasury.gov, MorningStar /Attn: BC – EDG.

Responses must include sufficient evidence that clearly shows your company is capable of providing the content described in this notice. Responses received will be evaluated; however, a determination by the Government not to compete the proposed procurement based upon responses to this notice is solely within the discretion of the Government. If no written response is received by the aforementioned deadline that clearly demonstrates an ability to meet all requirements, and that is more advantageous to the Government, Fiscal Service will make award on a sole source basis to Dealogic. Qualified Contractors must provide the following:

1. The name and location of your company, contact information, and identify your business size (Large Business, Small Business, Disadvantaged Business, 8(a), Service Disabled Veteran Owned Small Business, HUBZone, etc.). Please ensure contact information includes the name of the point of contact, email address, and telephone number, should the Government have questions regarding individual responses.

mailto:purchasing@fiscal.treasury.gov

2. DUNS Number.

3. Specific details of the product(s) that your company offers in regards to this notice.

4. Whether your content is available through a Government contract vehicle or Open Market.

5. A brief capabilities statement (not to exceed 5 pages) that includes a description of your company's standard line of business, as well as a list of customers to whom your company currently provides the specific required content.

The following file extensions are not allowable and application materials/data submitted with these extensions cannot be considered:

.bat, .cmd, .com, .exe, .pif, .rar, .scr, .vbs, .hta, .cpl, and .zip files.

Microsoft Office and Adobe compatible documents are acceptable.

No other information regarding this Special Notice will be provided at this time.

The period of performance for this action is to be one (1) twelve month base period with two (2) 12-month option periods after receipt of order (ARO). Fiscal Service may consider information received no later than 12:00 p.m. EST on Wednesday, January 22, 2020, submitted to purchasing@fiscal.treasury.gov, MorningStar / Attn: BC - EDG.