Notice of Intent to Sole Source - Morningstar Advisor Workstation Annual Software Licenses
Contract Overview
Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.
AI Contract Overview
The Office of the Comptroller of the Currency (OCC) intends to enter into a sole source contract with Morningstar, Inc. for eight annual licenses of the Morningstar Advisor Workstation software. These licenses are essential to support the analytical functions of the OCC’s 401(k) Investment Subcommittee and to ensure compatibility with Charles Schwab’s systems, the Plan’s recordkeeper. This shared data tool allows the Subcommittee to validate investment analyses with Schwab’s information, promoting consistency, transparency, and sound decision-making. The contract covers a one-year period of performance from September 30, 2026, through September 29, 2027, and is issued under the simplified acquisition threshold in accordance with relevant federal acquisition regulations. Although this notice is not a request for competitive quotes, the OCC welcomes responses from any qualified sources before the deadline on June 22, 2026, at 12:00 PM Eastern Time. Responses must be submitted in writing to the designated contact, Danielle Pena, via email and include strong evidence of the ability to provide the required services. Any submissions will be reviewed solely to determine if a competitive procurement should be pursued instead of the planned sole source contract. All communications must be written; phone inquiries will not be entertained. This procurement is managed under NAICS code 519290, and the work will be performed in Washington, D.C.
General Info
Agency
NAICS
Place of Performance
Washington, DC, USASet-Aside
Documents
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Timeline
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Organization & Contact Information
Full Description
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.