SAM #SS-OFR-26-026

Sole Source Subscription Data Renewal: Morningstar for Treasury OFR

The Department of the Treasury's Office of Financial Research (OFR) is announcing its intent to award a sole source contract to Morningstar Inc. for subscription data and analytics services. - Sole source procurement for Morningstar Subscription Data, including Morningstar Direct - Morningstar Direct is a cloud-based global investment analysis platform - Data includes historical portfolio holdings, equities, separate accounts, hedge funds, ETFs, indexes, and real-time pricing - Only Morningstar Inc. can provide these proprietary datasets and technology - Contract includes a 12-month base period (05/17/2026–05/16/2027) with four 12-month option years (potentially through 05/16/2031) - May include other Morningstar products as needed - Place of performance is Morningstar's Chicago, IL office; government offices involved are in Washington, DC and Parkersburg, WV - Procurement is managed by the Treasury Common Services Center (TCSC) on behalf of OFR

Description

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 developed and owns the propriety and patented hardware, software and algorithms that are used in these products and support the services specifically required for this acquisition; thereby the proposed source has the sole unique technical and other resources required for this acquisition.

The Office of Financial Research (OFR), requires the use of Morningstar Subscription Data. The intent is to establish a contract to provide access to various Morningstar Subscription Data. In addition, other Morningstar products may be procured under this contract. This will greatly reduce duplicative administrative processes and allow data to be on-boarded more efficiently.

There is an immediate need to purchase Morningstar Direct data. Morningstar Direct is a cloud-based global investment analysis platform that unites Morningstar's data and institutional research, private and third-party content, rigorous analytics, and productivity tools. Direct's global data includes historical portfolio holdings, equities, separate accounts, hedge funds, ETFs, indexes,  and real-time pricing.

The 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 purchasing@fiscal.treasury.gov, 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.  

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