No attachments available.
Notice of Intent to Sole Source - Morningstar Advisor Workstation Annual Software Licenses
Contact and place of performance
Danielle Pena
Washington, DC
USA
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 eigh...
View moreResponses must be submitted in writing to Danielle Pena via email at [email protected], no later than the timeframe noted above. Telephone responses and requests will not be received.
The Office of the Comptroller of the Currency (OCC) intends to award a sole source contract to Morningstar, Inc. for eight Morningstar Advisor Workstation annual software licenses. These licenses support the analytical requirements of the OCC’s 401(k) Investment Subcommittee and ensure data alignment with Charles Schwab, the Plan’s recordkeeper. This shared platform allows the Subcommittee to cross-check analyses against recordkeeper information to maintain consistency and transparency in decision-making processes.
The anticipated period of performance for these licenses runs from September 30, 2026, through September 29, 2027. Primary performance will take place in Washington, DC, under solicitation number 2031JW26NOI7095. This procurement is classified under NAICS 519290 for Web Search Portals and All Other Information Services and PSC B506 for Special Studies/Analysis- Data (Other Than Scientific). No set-aside has been designated for this requirement.
While this notice is not a request for competitive quotes, the government will consider written responses from responsible sources received by 12:00 PM Eastern Time on June 22, 2026. Submissions must provide clear and convincing evidence of the respondent's ability to provide the required services and will be used by the OCC to determine whether to conduct a competitive procurement. All inquiries must be directed to Danielle Pena via email.
Generated by Lumen AI
Scoped analysis and attachments—go beyond the summary when you need detail from the solicitation package.