Notice of Intent to Sole Source - Morningstar Advisor Workstation Annual Software Licenses

Notice ID:2031JW26NOI7095

The OCC intends to award a sole source contract to Morningstar, Inc. for eight annual software licenses to support its 401(k) Investment Subcommittee. The period of performance is from September 30, 2026, to September 29, 2027. Services will be performed at Morningstar’s location in Chicago, IL. No budget amount is specified. This is not a competitive solicitation, but the government will consider responses from other sources to determine if a competitive procurement is warranted.

Department/Ind.Agency Subtier Office
TREASURY, DEPARTMENT OF THE OFFICE OF THE COMPTROLLER OF THE CURRENCY COMPTROLLER OF CURRENCY ACQS
NAICS 519290 - Web Search Portals and All Other Information Services
  PSC   B506 SPECIAL STUDIES/ANALYSIS- DATA (OTHER THAN SCIENTIFIC)
LOCATION: Not Given
Primary Contact
Danielle Pena
d***********a@occ.treas.gov
202-***-0603

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