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Intent to Sole Source Morningstar Subscription Tender - 138929219

The TREASURY, DEPARTMENT OF THE | BUREAU OF THE FISCAL SERVICE has issued a Tender notice for the procurement of a Intent to Sole Source Morningstar Subscription Data Renewal in the USA. This Tender notice was published on 03 Apr 2026 and is scheduled to close on 23 Apr 2026, with an estimated Tender value of Refer Document. Interested bidders can access detailed Tender information, eligibility criteria, and complete bidding documents by referencing TOT Ref No. 138929219, while the tender notice number is SS-OFR-26-026 and Registering on the platform.

Procurement Summary

Country: USA

Summary: Intent to Sole Source Morningstar Subscription Data Renewal

Deadline: 23 Apr 2026

Posting Date: 03 Apr 2026

Other Information

Notice Type: Tender

TOT Ref.No.: 138929219

Document Ref. No.: SS-OFR-26-026

Competition: ICB

Financier: Self Financed

Purchaser Ownership: Public

Tender Value: Refer Document

Purchaser's Detail

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Tender Details

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 inquirie...
Notice ID: ss-ofr-26-026

Department/Ind. Agency: treasury, department of the

Sub-tier: bureau of the fiscal service

Product Service Code: 7630 - newspapers and periodicals

NAICS Code: 519290 - Web Search Portals and All Other Information Services

Inactive Dates: may 08, 2026

Inactive Policy: 15 days after response date

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