Definitive Contract TOSOFR17F0003A

Award Date 1/19/17
Potential Completion Date 1/18/21
Potential Value $196K
Funding Federal Agency
Departmental Offices
Contracting Federal Agency
Bureau of the Fiscal Service
Ultimate Awardee
Not listed
Set-Aside Type
No Set-Aside Used
Federal Contract Vehicle
Extent Competed
Not Competed
Major Defense Program
Not listed
Pricing Type
Firm Fixed Price
Place of Performance
Chicago, IL 60602, USA
Solicitation Procedures
Only One Source
Number Of Offers Received
1
Legislative Mandate
Not listed
National Interest Action
Not listed
Research Type
Not listed
Primary Consortia Member
Not listed
Similar Awards
This federal contract award is for a dataset subscription from Morningstar, Inc., a leading provider of independent investment research. The $3,506,432.00 firm-fixed-price purchase order was awarded on May 17, 2021 by the Department of the Treasury with a performance period through May 16, 2026. The contract does not have a set-aside designation. Morningstar, a for-profit organization, has provided specialized data, research, and analytics products and solutions to support economic analysis,...
This is a firm-fixed-price purchase order awarded by the National Office of the U.S. government agency with ID 1600|1621|VPEBSANO-A to Morningstar, Inc., a for-profit organization, for a financial data subscription. The contract has a ceiling value of $880,716.64 and a period of performance through September 25, 2026. Morningstar is an established provider of investment research and data analytics products and services to federal agencies, including the Department of the Treasury, Securities and...
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,...
The Securities and Exchange Commission (SEC) awarded a $5,352,800 firm-fixed-price purchase order contract to Morningstar Inc., a leading financial services firm based in Chicago, Illinois. The contract provides the SEC with access to Morningstar's data products, including Morningstar Direct, investment holdings data, historical portfolio information, API research data, and annuity intelligence. This sole-source contract has a period of performance of one base year with four one-year option...
The Securities and Exchange Commission (SEC) awarded a firm fixed price purchase order to Morningstar, Inc., a leading provider of independent investment research, for the provision of Morningstar API data. The $2,908,000.00 contract, which has no set-aside designation, will run through June 30, 2022. Morningstar has provided similar subscriptions and data services to other federal agencies such as the Department of the Treasury and Department of Labor to support market oversight, economic...
This is a firm-fixed-price purchase order awarded by the Office of the Comptroller of the Currency (OCC) to Morningstar, Inc. for an annual subscription to the Morningstar Workstation, which provides investment research and financial analysis tools. The contract has a ceiling value of $16,551.24 and a performance period ending on January 26, 2023. The award is not associated with a larger contract vehicle and does not have a set-aside designation. Morningstar, Inc. is a leading provider of...
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 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...
This firm-fixed-price purchase order for $433,420.00 was awarded by the Department of Defense Education Activity (DoDEA) to Morningstar Investment Management LLC, a subsidiary of Morningstar Inc. The contract is for a Morningstar subscription that will provide the DoDEA with investment research, data services, and educational content to support its financial planning and investment analysis programs. The original solicitation was a notice of intent to award this requirement on a sole-source...
<p>The Department of Defense Education Activity (DOD) awarded a $497,093 purchase order contract to Morningstar Investment Management LLC, doing business as Morningstar Investment Services LLC, a division of Morningstar, Inc., to provide the Morningstar Investment Research Center Database. The one-year firm fixed price contract runs from September 30, 2022 through September 29, 2023 and will be performed in Chicago, Illinois. No applicable subcontractors were identified.</p>

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 has supplied a variety of financial data, analytics, and compliance solutions to multiple federal agencies to support their economic analysis, market oversight, and regulatory functions.

Generated 4/2/25, 11:23 PM