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Department of the Treasury

Intent to Sole Source: Morningstar Subscription Data Renewal

Solicitation: SS-OFR-26-026
Notice ID: a0201972cbbc4094915eafac5255adda
TypeSpecial NoticeNAICS 519290PSC7630Set-AsideNONEDepartmentDepartment of the TreasuryAgencyBureau Of The Fiscal ServiceStateILPostedApr 02, 2026, 12:00 AM UTCDueApr 23, 2026, 02:00 PM UTCCloses in 14 days

Special Notice from BUREAU OF THE FISCAL SERVICE • TREASURY, DEPARTMENT OF THE. Place of performance: IL. Response deadline: Apr 23, 2026. Industry: NAICS 519290 • PSC 7630.

Market snapshot

Awarded-market signal for NAICS 519290 (last 12 months), benchmarked to sector 51.

12-month awarded value
$10,319,407
Sector total $557,489,996 • Share 1.9%
Live
Median
$344,511
P10–P90
$136,990$552,032
Volatility
Volatile120%
Market composition
NAICS share of sector
A simple concentration signal, not a forecast.
1.9%
share
Momentum (last 3 vs prior 3 buckets)
-67%(-$5,211,710)
Deal sizing
$344,511 median
Use as a pricing centerline.
Live signal is computed from awarded notices already observed in the system.
Signals shown are descriptive of observed awards; not a forecast.

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Map for IL
Live POP
Place of performance
Chicago, Illinois • 60602 United States
State: IL
Contracting office
Not listed

Applicable Wage Determinations

SAM WDOL references matched to this opportunity's location and scope language.

WD Directory →
Best fit for this contractDavis-Bacon
IL20260002 (Rev 3)
Match signal: state matchOpen WD
Published Jan 23, 2026Illinois • Alexander, Champaign, Christian +38
Rate
tes Fringes Asbestos Workers/Insulator Includes the application, installation, and cleanup of all insulating materials, protective coverings, coatings, and finishings to all types of mechanical systems
Base $43.48Fringe $27.24
Rate
ASBESTOS WORKER/INSULATOR Includes the application of all insulating materials, protective coverings, coatings, and finishes to all types of mechanical systems
Base $55.02Fringe $35.75
+182 more occupation rates available in the full WD.
View more for this contract
3 more WD matches and 182 more rate previews.
Davis-BaconBest fitstate match
IL20260002 (Rev 3)
Open WD
Published Jan 23, 2026Illinois • Alexander, Champaign, Christian +38
Rate
tes Fringes Asbestos Workers/Insulator Includes the application, installation, and cleanup of all insulating materials, protective coverings, coatings, and finishings to all types of mechanical systems
Base $43.48Fringe $27.24
Rate
ASBESTOS WORKER/INSULATOR Includes the application of all insulating materials, protective coverings, coatings, and finishes to all types of mechanical systems
Base $55.02Fringe $35.75
Rate
Fire Stop Technician
Base $44.02Fringe $32.76
+181 more occupation rates in this WD
Davis-Baconstate match
IL20260051 (Rev 1)
Open WD
Published Jan 16, 2026Illinois • Alexander
Rate
BRICKLAYER
Base $30.79Fringe $21.69
Rate
Carpenter/Drywall Hanger (including Batt Insulator)
Base $31.30Fringe $18.90
Rate
ELECTRICIAN Work not to exceed 8-plex family housing units
Base $32.58Fringe $12.11
+7 more occupation rates in this WD
Davis-Baconstate match
IL20260024 (Rev 2)
Open WD
Published Jan 16, 2026Illinois • Williamson
Rate
BRICKLAYER
Base $30.79Fringe $21.69
Rate
Carpenter/Drywall Hanger (including Batt Insulator)
Base $31.30Fringe $18.90
Rate
ELECTRICIAN Work not to exceed 8-plex family housing units
Base $32.58Fringe $12.11
+7 more occupation rates in this WD
Davis-Baconstate match
IL20260045 (Rev 1)
Open WD
Published Jan 16, 2026Illinois • Pulaski
Rate
BRICKLAYER
Base $30.79Fringe $21.69
Rate
Carpenter/Drywall Hanger (including Batt Insulator)
Base $31.30Fringe $18.90
Rate
ELECTRICIAN Work not to exceed 8-plex family housing units
Base $32.58Fringe $12.11
+7 more occupation rates in this WD

Point of Contact

Name
SA
Email
purchasing@fiscal.treasury.gov
Phone
Not available
Name
KZ
Email
purchasing@fiscal.treasury.gov
Phone
Not available

Agency & Office

Department
TREASURY, DEPARTMENT OF THE
Agency
BUREAU OF THE FISCAL SERVICE
Subagency
Not available
Office
Not available
Contracting Office Address
Not available

More in NAICS 519290

Description

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 inquiries to this Special Notice will not be accepted.

Responsible sources may submit a capability statement, proposal, or quotation, which may be considered by the agency. TCSC will consider responses received by 04/23/2026 and time 10:00 AM Eastern Time. Responses shall be submitted electronically to purchasing@fiscal.treasury.gov, SS-OFR-26-026/Attn: SA and KZ. Responses must include sufficient evidence that clearly shows your company is capable of providing the requirement 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, TCSC 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 business size (Small Business, Small Disadvantaged Business, 8(a), Service Disabled Veteran Owned Small Business, HUBZone, Women Owned Small Business, Other than Small Business, 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. UEI Number.
3. Specific details of the product(s) that your company offers regarding 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:

.b64, .bat, .bhx .cab, .chm, .cmd, .com, .cpl, .dot, .dotx, .exe, .hqx, .hta, Media, .mhtml, 
mht,.mim, .mp3,
.mp4, .one, .pif, .rar, .scr, .vbs, .uu, .uue, .vbs, .wsf, xxe,.wmv, html, mhtml, and .zip files 

Microsoft Office non-macro enabled compatible documents and .PDF documents are acceptable.

No other information regarding this Special Notice will be provided at this time.
 

Files

Files size/type shown when available.

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FAQ

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It summarizes awarded-contract behavior for the opportunity’s NAICS and sector, including a recent pricing band (P10–P90), momentum, and composition. Use it as context, not a guarantee.

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What do P10 and P90 mean?

P10 is the 10th percentile award size and P90 is the 90th percentile. Together they describe the typical spread of award values.