Definitive Contract 20341520C00007
- Not listed
- The Department of the Treasury Departmental Offices awarded a firm fixed price delivery order to Morningstar, Inc., a leading provider of independent investment research, to supply a variety of investment data and analytics subscriptions. The $370,500.00 contract has a performance period ending on May 16, 2020 and was awarded on May 19, 2017 with no set-aside designation. The specific products and services provided through this contract include financial planning software,...
- This federal contract award is a purchase order issued by the National Office (a civilian government agency) to Morningstar Inc., a global financial services firm headquartered in Chicago, Illinois. The purpose of this $888,514.04 firm-fixed-price contract is to provide financial data subscription services. This contract does not have a small business set-aside designation, indicating Morningstar competes as a large, established provider. The contract supports critical government functions...
- This is a firm-fixed-price purchase order contract awarded by the Department of the Treasury Departmental Offices to Morningstar Inc. for a dataset subscription. The $3,459,031 contract has a period of performance through May 16, 2026 and supports the Committee on Foreign Investment in the United States (CFIUS) by providing access to Morningstar's financial data and analytics platforms, including the Pitchbook Platform. This data and tools enable CFIUS to conduct investment analysis, assess...
- This federal contract award to Morningstar Inc. provides Morningstar Annuity Intelligence, a suite of financial data and investment research products, to the U.S. Department of the Treasury. The $196,015 firm-fixed-price contract was awarded on a non-competitive basis, as Morningstar's proprietary datasets and subject matter expertise were deemed necessary by the agency. The contract does not have a set-aside designation. As a leading provider of independent investment research, Morningstar...
- The Department of Labor's Employee Benefits Security Administration awarded a firm-fixed-price purchase order to Morningstar, Inc. to provide a financial global database subscription service. The $152,558.33 contract will support research and study of asset health for employee benefit plans. This award was not set aside for any specific business type. Morningstar, a leading provider of independent investment research, has been awarded similar federal contracts worth hundreds of thousands to...
- The Securities and Exchange Commission (SEC) awarded a firm-fixed-price purchase order to Morningstar Inc., a leading financial services firm, for a subscription to the Morningstar Hedge Fund Database. The contract has a ceiling value of $113,696.00 and a period of performance through April 30, 2030. This sole-source award was made in accordance with FAR Part 13.106-1(b), as the SEC determined Morningstar's database contains unique information critical to the agency's hedge fund industry...
- The Department of Defense Education Activity awarded a firm fixed price purchase order to Morningstar Investment Management LLC, a subsidiary of Morningstar, Inc., for an Investment Research Center Database. The $1,381,739.00 contract has a completion date of September 29, 2022 and was originally awarded on September 30, 2019. This contract does not have a set-aside designation. Morningstar, as a leading independent investment research provider, has been awarded similar data and analytics...
- The U.S. Department of the Treasury, through its Departmental Offices, awarded a $218,585.38 firm fixed-price purchase order to EPFR, Inc. for subscriptions to EPFR/iMoneyNet data services. The contract, awarded on September 30, 2023, is scheduled for completion by September 29, 2025, and will be performed in Boston, Massachusetts. No small business set-aside was utilized for this procurement. EPFR, Inc. provides financial market data and analytics services, with the iMoneyNet product offering...
- This is a federal contract award from the Securities and Exchange Commission (SEC) to Morningstar Inc., a leading provider of independent investment research and data services. The contract, awarded on a firm-fixed-price basis, has a ceiling value of $85,000.00 and a period of performance ending on October 26, 2020. The contract provides the SEC with access to Morningstar's comprehensive dataset and database subscriptions, including investment holdings, returns, fees, and other data to support...
- This firm-fixed-price purchase order worth $75,500.00 was awarded by the Securities and Exchange Commission (SEC) to Morningstar Inc., a leading provider of independent investment research. The contract is for access to Morningstar's hedge fund database to support the SEC's oversight and regulatory functions. The award has no set-aside designation and the period of performance runs through April 30, 2020. Morningstar is a for-profit organization that has provided specialized financial data,...
The Department of the Treasury awarded a $491,100 firm fixed price contract to Morningstar, Inc. of Chicago, Illinois to provide a Morningstar Direct subscription. The funding agency is the Department of the Treasury Departmental Offices in support of the Office of Financial Research. Per the original solicitation, the subscription will allow the Office of Financial Research to access daily and monthly updated mutual fund return, fee, holding, and non-U.S. fund information to assess potential threats to financial stability from firms and funds. The contract has a start date of May 17, 2020 and end date of May 16, 2023, including a one year base period and two one year options to extend the subscription. No subcontractors or set aside designations were identified.
Name | Description | Solicitation Number | FederalAgency | Type | PostedDate |
|---|---|---|---|---|---|
Subscription to MorningStar | SS-OFR-20-041 | Department of the Treasury Bureau of the Fiscal Service | Special Notice 1/1 | 1/8/20, 3:32 PM |
Mod # | Description | ReasonForModification | Federal Obligation | Date |
|---|---|---|---|---|
| Not listed | Not listed | $112.7k | 4/3/20 |