SAM #2031JW26NOI7095

Sole Source Procurement of Morningstar Advisor Workstation Software Licenses

The Office of the Comptroller of the Currency (OCC), part of the U.S. Department of the Treasury, intends to award a sole source contract for software licenses. - Government Buyer: - Office of the Comptroller of the Currency (OCC), U.S. Department of the Treasury - OEM and Vendor: - Morningstar, Inc. (OEM and sole vendor) - Products/Services Requested: - Eight (8) annual software licenses for Morningstar Advisor Workstation - No part numbers specified - Notable Requirements: - Sole source justification: Only Morningstar, Inc. can provide the required software - Licenses support the OCC’s 401(k) Investment Subcommittee - Compatibility required with Charles Schwab, the Plan’s recordkeeper - No other products or services requested - Period of Performance: - One-year annual subscription

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.

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