SPECIAL NOTICE
76 -- Morningstar Direct Database Access
- Notice Date
- 1/25/2021 10:58:31 AM
- Notice Type
- Special Notice
- NAICS
- 519130
— Internet Publishing and Broadcasting and Web Search Portals
- Contracting Office
- BUREAU OF THE FISCAL SERVICE
- ZIP Code
- 00000
- Solicitation Number
- SS-OFR-21-041
- Response Due
- 2/9/2021 6:00:00 AM
- Archive Date
- 02/24/2021
- Point of Contact
- Cali Wesson, Erwin DeGraef
- E-Mail Address
-
purchasing@fiscal.treasury.gov, purchasing@fiscal.treasury.gov
(purchasing@fiscal.treasury.gov, purchasing@fiscal.treasury.gov)
- Description
- INTENT TO SOLE SOURCE Morningstar Direct Database Access #SS-OFR-21-041 The Bureau of Fiscal Service (Fiscal Service), on behalf of The Office of Financial Research (OFR) and the Financial Stability Oversight Council (FSOC), intends to contract with Morningstar, Inc, 22 W. Washington Street, Chicago, Illinois 60602, on a sole source basis. 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 database access which offers rating services, primarily for stocks and mutual funds, through a nine-blocker display, has its own investment consultancy and investment management service, and has dedicated products and services exclusively for investment advisors. These additional services are critical for the OFR in performing its research.� The required software must provide a comprehensive source of various datasets on mutual fund returns, fees, loads, turnover, holdings, and non-U.S. mutual funds. The mutual fund returns data must be updated daily, while the remaining datasets must be refreshed on a monthly basis. The user interface must be convenient and offer more comprehensive data than is available from other vendors. The database must give users access to mutual fund, ETF and other fund and account risks in a structured format and also provide information about the variable annuity market at the company level. The OFR and FSOC currently use the proposed contractor�s brand name product for the continuing mission to deliver an annual assessment of the state of the U.S. financial system, as required by the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010. � The period of performance for the purchase order is anticipated to be a twelve (12) month base period with four (4) option periods of twelve (12) months each. The total estimated value of this purchase order will exceed the simplified acquisition threshold. 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 inquiries to this Special Notice will not be accepted. Fiscal Service will consider written responses received no later than 02/09/2021. Responses must be submitted electronically to purchasing@fiscal.treasury.gov, Morningstar Direct /Attn: CW � ED. Responses must include sufficient evidence that clearly shows your company is capable of providing the content described in this notice. Responses received will be evaluated; however, a determination by the Government not to compete the proposed procurement based upon responses to this notice is solely within the discretion of the Government. If no written response is received by the aforementioned deadline that clearly demonstrates an ability to meet all requirements, and that is more advantageous to the Government, Fiscal Service will make award on a sole source basis to Morningstar, Inc. Qualified Contractors must provide the following: 1. The name and location of your company, contact information, and identify your business size (Large Business, Small Business, Disadvantaged Business, 8(a), Service Disabled Veteran Owned Small Business, HUBZone, etc.). �Please ensure contact information includes the name of the point of contact, email address, and telephone number, should the Government have questions regarding individual responses. 2. DUNS Number. 3. Specific details of the product(s) that your company offers in regards to this notice. 4. Whether your content is available through a Government contract vehicle or Open Market. 5. A brief capabilities statement (not to exceed 5 pages) that includes a description of your company's standard line of business, as well as a list of customers to whom your company currently provides the specific required content. The following file extensions are not allowable and application materials/data submitted with these extensions cannot be considered: .bat, .cmd, .com, .exe, .pif, .rar, .scr, .vbs, .hta, .cpl, and .zip files. Microsoft Office and Adobe compatible documents are acceptable. No other information regarding this Special Notice will be provided at this time. The period of performance for the purchase order is anticipated to be a twelve (12) month base period with four (4) option periods of twelve (12) months each. Fiscal Service may consider information� received no later than 12:00 p.m. EST on Thursday, February 9, 2021, submitted electronically to purchasing@fiscal.treasury.gov, Morningstar Direct /Attn: CW � ED.
- Web Link
-
SAM.gov Permalink
(https://beta.sam.gov/opp/0a5c6111dda2449bb3e8f2d9325c1745/view)
- Place of Performance
- Address: Washington, DC, USA
- Country: USA
- Country: USA
- Record
- SN05898718-F 20210127/210125230100 (samdaily.us)
- Source
-
SAM.gov Link to This Notice
(may not be valid after Archive Date)
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