Notice of Intent to Sole Source - Morningstar Advisor Workstation Annual Software Licenses
Closed Pre-Solicitation Posted
- Solicitation number
- 2031JW26NOI7095
- Agency
-
Office of the Comptroller of the Currency
Department of the Treasury
- Responses due
- Set-aside
- No set-aside
Opportunity facts
- NAICS code
- 519290 Web Search Portals and All Other Information Services
- Place of performance
- Washington, District of Columbia, United States
- Points of contact
Notice details come from SAM.gov. Updated .
About this opportunity
The Office of the Comptroller of the Currency (OCC) intends to sole source a contract with Morningstar, Inc. for eight annual Morningstar Advisor Workstation software licenses under FAR 12.102(a), citing unique availability, with a response deadline of June 22, 2026. The OCC does not intend this as a competitive procurement; responses are accepted only to support the agency's evaluation of whether to conduct competitive procurement in lieu of sole source, a determination made at the OCC's sole discretion.
The licenses support analytical work for the OCC's 401(k) Investment Subcommittee and enable data consistency checks with Charles Schwab, the Plan's recordkeeper. Period of performance runs September 30, 2026, through September 29, 2027. The anticipated award value is at or below the simplified acquisition threshold (currently $250,000). Morningstar, Inc. is located at 22 West Washington Street, Chicago, Illinois 60602.
Responses must demonstrate clear and convincing evidence of the ability to provide the services described and must be submitted in writing to Danielle Pena (Danielle.pena@occ.treas.gov) by 12:00 PM Eastern Time on June 22, 2026. Telephone responses are not accepted. This notice satisfies FAR 5.101 pre-solicitation notice requirements.
Notice text
The Office of the Comptroller of the Currency (OCC) hereby announces its intent to solicit and enter into a sole source contract with Morningstar, Inc 22 West Washington St, Chicago, IL 60602, in accordance with FAR RFO 12.102 (a) only one source is reasonably available valued at or below the simplified acquisition threshold. This notice complies with FAR RFO 5.101 pre-solicitation notice.
The OCC requires eight (8) Morningstar Advisor Workstation annual software licenses. The licenses support the analytical needs of the OCC’s 401(k) Investment Subcommittee and align with the tools used by Charles Schwab, the Plan’s recordkeeper. This shared data source enables the Subcommittee to cross-check analyses with Charles Schwab information, ensuring consistency, transparency, and reliable decision-making. The period of performance is a 09.30.26 – 09.29.27.
This is not a request for competitive quotes; however, the Government will consider responses from all responsible sources received no later than 12:00 PM Eastern Time on June 22, 2026. Responses must be supported with clear and convincing evidence to clearly be able to provide the services outlined in this notice. Any responses received will only be considered for the purpose of determining whether to conduct a competitive procurement in lieu of the sole source described in this notice, and such determination shall be made at the sole discretion of the OCC.
Responses must be submitted in writing to Danielle Pena via email at Danielle.pena@occ.treas.gov, no later than the timeframe noted above. Telephone responses and requests will not be received.
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