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

The Office of the Comptroller of the Currency (OCC) intends to enter into a sole source contract with Morningstar, Inc. for the provision of eight Morningstar Advisor Workstation annual software licenses. The licenses will 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. The period of performance is from September 30, 2026, to September 29, 2027. • The OCC requires eight Morningstar Advisor Workstation annual software licenses. • The licenses support the analytical needs of the OCC's 401(k) Investment Subcommittee. • The licenses align with the tools used by Charles Schwab, the Plan's recordkeeper. • The period of performance is from September 30, 2026, to September 29, 2027.