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The TREASURY, DEPARTMENT OF THE | OFFICE OF THE COMPTROLLER OF THE CURRENCY has issued a Tender notice for the procurement of a Notice of Intent to Sole Source Morningstar Advisor Workstation Annual Software Licenses in the USA. This Tender notice was published on 13 Jun 2026 and is scheduled to close on 22 Jun 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. 143244625, while the tender notice number is 2031JW26NOI7095 and Registering on the platform.
Procurement Summary
Country: USA
Summary: Notice of Intent to Sole Source Morningstar Advisor Workstation Annual Software Licenses
Deadline: 22 Jun 2026
Posting Date: 13 Jun 2026
Other Information
Notice Type: Tender
TOT Ref.No.: 143244625
Document Ref. No.: 2031JW26NOI7095
Competition: ICB
Financier: Self Financed
Purchaser Ownership: Public
Tender Value: Refer Document
Purchaser's Detail
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Email: Login to see tender_detailsLogin to see details Tender Details 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. Documents
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 [email protected], no later than the timeframe noted above. Telephone responses and requests will not be received.
Notice ID: 2031jw26noi7095
Department/Ind. Agency: treasury, department of the
Sub-tier: office of the comptroller of the currency
Office: comptroller of currency acqs
Product Service Code: b506 - special studies/analysis- data (other than scientific)
NAICS Code: 519290 - Web Search Portals and All Other Information Services
Inactive Dates: jul 07, 2026
Inactive Policy: 15 days after response date
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