Morningstar direct
Ended Awarded Last action
- Contract number
- TDOXOFR17F0019
- Awardee
-
Morningstar Inc. UEI FWYMNZL7NWU8
- Awarding agency
-
Bureau of the Fiscal Service
Department of the Treasury
- Obligated
- $342,000
Award facts
- Contract value 92% obligated
- $370,500.00 Current and potential, with all options
- Completion date 100% complete
- Current and potential, with all options
- Funding agency
- Departmental Offices Department of the Treasury
- NAICS code
- 519190 All Other Information Services
- PSC
- 7630 Newspapers And Periodicals
- Set-aside
- No set-aside
- Competition
- Full and Open Competition Negotiated Proposal / Quote
- Pricing
- Firm Fixed Price
- Place of performance
- Chicago, IL 60602, USA
Award details come from SAM.gov/FPDS.
Transactions
| Action | Obligated | Date |
|---|---|---|
| Exercise an Option | $104,500 | |
| Exercise an Option | $104,500 | |
| Original award | $133,000 |
About this award
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, environmental/social/governance (ESG) metrics, hedge fund data, historical portfolio information, annuity intelligence, and other datasets to support the Treasury Department's market oversight, economic analysis, and regulatory compliance objectives.
Quick answers
Who was awarded contract TDOXOFR17F0019?
TDOXOFR17F0019 was awarded to Morningstar Inc. by Bureau of the Fiscal Service (Department of the Treasury) on May 19, 2017.
How much is contract TDOXOFR17F0019 worth?
The government has obligated $342,000 on TDOXOFR17F0019. Its current value, with exercised options, is $370,500.
Which agency awarded contract TDOXOFR17F0019?
Bureau of the Fiscal Service (Department of the Treasury) awarded TDOXOFR17F0019, with funding from Departmental Offices (Department of the Treasury).
Is contract TDOXOFR17F0019 an order under another contract?
Yes. TDOXOFR17F0019 is a delivery order under LC14C7111, an indefinite delivery contract.
Was contract TDOXOFR17F0019 competed?
The extent of competition for TDOXOFR17F0019 was full and open competition.
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