Notice of Intent to Sole Source - Morningstar Advisor Workstation Annual Software Licenses
Overview
Buyer
Place of Performance
NAICS
PSC
Set Aside
Original Source
Timeline
Qualification Details
Fit reasons
- NAICS alignment with historical contract wins in similar service areas.
- Scope strongly matches core technical capabilities and delivery model.
Risks
- Past performance thresholds may require one additional teaming partner.
- Potential clarification needed on staffing minimums before bid/no-bid.
Next steps
Validate eligibility requirements, assign capture owner, and schedule partner outreach to confirm teaming strategy before submission planning.
Quick Summary
The Office of the Comptroller of the Currency (OCC) has issued a Notice of Intent to Sole Source for Morningstar Advisor Workstation annual software licenses. The OCC intends to award a contract to Morningstar, Inc. for eight (8) licenses, valued at or below the simplified acquisition threshold, in accordance with FAR RFO 12.102(a).
Scope of Work
The required eight (8) Morningstar Advisor Workstation annual software licenses are essential for supporting the analytical needs of the OCC’s 401(k) Investment Subcommittee. These licenses ensure alignment with the tools utilized by Charles Schwab, the Plan’s recordkeeper. This shared data source facilitates cross-checking analyses with Charles Schwab information, thereby ensuring consistency, transparency, and reliable decision-making for the Subcommittee.
Contract & Timeline
- Type: Notice of Intent to Sole Source
- Duration: September 30, 2026 – September 29, 2027
- Set-Aside: None specified (sole source intent)
- Response Due: June 22, 2026, by 12:00 PM Eastern Time
- Published: June 12, 2026
Evaluation
This is not a request for competitive quotes. However, the Government will consider responses from all responsible sources received by the deadline. Responses must be supported with clear and convincing evidence demonstrating the ability to provide the outlined services. Any responses received will be considered solely for the purpose of determining whether to conduct a competitive procurement instead of the described sole source, with such determination made at the OCC's sole discretion.
Additional Notes
Responses must be submitted in writing via email to Danielle Pena at Danielle.pena@occ.treas.gov. Telephone responses and requests will not be accepted.