Notice of Intent to Sole Source - Morningstar Advisor Workstation Annual Software Licenses
Key Takeaways
- Set-aside for No Set Aside businesses
- Work to be performed in WASHINGTON, DC
- Industry: Web Search Portals and All Other Information Services
- Advance notice of upcoming solicitation
Contract Details
- Notice ID
- 2031JW26NOI7095
- Opportunity Type
- Presolicitation
- Sub-Agency
- OFFICE OF THE COMPTROLLER OF THE CURRENCY
- Office
- COMPTROLLER OF CURRENCY ACQS
- Posted Date
- Friday, June 12, 2026
- Response Deadline
- Monday, June 22, 2026
- PSC Code
- B506
- Set-Aside
- No Set Aside
- Place of Performance
- WASHINGTON, DC, 20219
- Status
- Active
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 OCCs 401(k) Investment Subcommittee and align with the tools used by Charles Schwab, the Plans recordkeeper. This shared data source enables the Subcommittee to cross-check analyses with Charles Schwab information, ensuring consistency, transparency, and reliable decision-
Why This Opportunity Matters
TREASURY, DEPARTMENT OF THE is actively seeking qualified contractors for web search portals and all other information services with a set-aside for No Set Aside businesses in WASHINGTON, DC. This set-aside designation means eligible businesses face reduced competition from larger firms.
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