Name | Type | Posted | Actions |
|---|---|---|---|
SS-OFR-26-026.pdf | Apr 2, 2026 |
Intent to Sole Source: Morningstar Subscription Data Renewal
Contact and place of performance
SA
Chicago, IL 60602
USA
The Treasury Common Services Center (TCSC) on behalf of the Office of Financial Research (OFR), 717 14ᵗʰ St NW Washington DC 20005, intends to contract with Morningstar Inc., 22 W Washington St Chicago, IL 60602, on a sole source basis for the purchase of Morningstar Subscription Data. There is no competitive vendor or regulatory agency that provides these datasets. The proposed Contractor develop...
View moreThe period of performance for this award is anticipated to be one 12-month base period with four
12-month options:
Base Year: 05/17/2026-05/16/2027
Option Year 1: 05/17/2027-05/16/2028
Option Year 2: 05/17/2028-05/16/2029
Option Year 3: 05/17/2029-05/16/2030
Option Year 4: 05/17/2030-05/16/2031
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.
Responsible sources may submit a capability statement, proposal, or quotation, which may be considered by the agency. TCSC will consider responses received by 04/23/2026 and time 10:00 AM Eastern Time. Responses shall be submitted electronically to [email protected], SS-OFR-26-026/Attn: SA and KZ. Responses must include sufficient evidence that clearly shows your company is capable of providing the requirement 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, TCSC will make award on a sole source basis to Morningstar, Inc.
Qualified Contractors must provide the following:
1. The name and location of your company, contact information, and business size (Small Business, Small Disadvantaged Business, 8(a), Service Disabled Veteran Owned Small Business, HUBZone, Women Owned Small Business, Other than Small Business, 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.
2. UEI Number.
3. Specific details of the product(s) that your company offers regarding 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:
.b64, .bat, .bhx .cab, .chm, .cmd, .com, .cpl, .dot, .dotx, .exe, .hqx, .hta, Media, .mhtml,
mht,.mim, .mp3,
.mp4, .one, .pif, .rar, .scr, .vbs, .uu, .uue, .vbs, .wsf, xxe,.wmv, html, mhtml, and .zip files
Microsoft Office non-macro enabled compatible documents and .PDF documents are acceptable.
No other information regarding this Special Notice will be provided at this time.
The Bureau of the Fiscal Service, on behalf of the Office of Financial Research, intends to award a sole-source contract to Morningstar Inc. for subscription data services under solicitation number SS-OFR-26-026. This requirement focuses on Morningstar Direct, a cloud-based global investment analysis platform providing proprietary data including historical portfolio holdings, equities, hedge funds, and real-time pricing. The agency requires these specific datasets and analytical tools, which are supported by the contractor's patented hardware and software, to support institutional research and streamline data on-boarding processes.
This procurement is classified under NAICS 519290 Web Search Portals and All Other Information Services and PSC 7630 NEWSPAPERS AND PERIODICALS. No set-aside is assigned for this action, identified as set-aside NONE; explanation: NONE. The anticipated period of performance consists of a 12-month base period beginning May 17, 2026, with four 12-month option periods potentially extending services through May 16, 2031. Performance will take place in Chicago, Illinois.
Responsible sources may submit a capability statement, proposal, or quotation for consideration by April 23, 2026, at 10:00 AM Eastern Time. Electronic responses must include company contact information, UEI number, product details, and a capabilities statement limited to five pages. One attachment, a PDF titled SS-OFR-26-026.pdf, was issued with the notice on April 2, 2026. The government will evaluate received responses to determine whether to compete the procurement, though the final decision remains at the agency's discretion.
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