Financial data subscription

Ended Purchase Order Awarded Last action

Contract number
1605C121P00028
Awardee
Awarding agency
Obligated
$147,910

Award facts

Opportunity
  • 1605C121Q00080 Solicitation number
Contract value 17% obligated
$892,914.04 Current and potential, with all options
Completion date 100% complete
Current and potential, with all options
Funding agency
National Office Employee Benefits Security Administration, Department of Labor
Set-aside
No set-aside
Competition
1 offer Only One Source
Pricing
Firm Fixed Price
Place of performance
Washington, DC 20210, USA

Award details come from SAM.gov/FPDS.

Transactions

Action Obligated Date
Supplemental Agreement for work within scope P00016 · Morningstar financial subscription $4,400
Other Administrative Action P00015 · The purpose of this modification is to DE-obligate excess funds in the amount of $6,328.60 from order 1605C1-21-P-00028. -$6,329
Exercise an Option P00014 $149,839
Other Administrative Action P00013 $0
Terminate for Convenience P00012 $0
Supplemental Agreement for work within scope P00011 $0
Supplemental Agreement for work within scope P00010 $49,860
Exercise an Option P00009 · Exercise option period three (3) and fully fund clin 3001, 3002, 3003, and 3005. Financial data subscription $132,017
Other Administrative Action P00008 $0
Other Administrative Action P00007 $0
Supplemental Agreement for work within scope P00006 $11,351
Exercise an Option P00005 $194,295
Supplemental Agreement for work within scope P00004 $6,405
Exercise an Option P00003 $190,675
Supplemental Agreement for work within scope P00002 $0
Other Administrative Action P00001 $0
Original award $160,400
Show all 17

About this award

Written by GovTribe AI ·

Morningstar Inc., a global financial services firm headquartered in Chicago, Illinois, received a firm fixed-price purchase order from a civilian federal agency for financial data subscription services, valued at approximately $893K with an ultimate completion date of September 26, 2026. The contract, awarded on September 27, 2021, with no small business set-aside, provides access to Morningstar's specialized financial data platforms and research services. Morningstar's subsidiary, Pitchbook Data Inc., delivers comprehensive financial analytics covering private capital markets, venture capital, private equity, mergers and acquisitions, and private company profiles to support federal agencies' investment analysis, due diligence, economic research, and financial monitoring activities.

Morningstar Inc. maintains an established presence across the federal government through multiple contract vehicles, including a $1.7M blanket purchase agreement with the Advanced Research Projects Agency - Energy (ARPA-E) running through September 2030 and a $2.05M indefinite delivery contract with the Department of the Treasury Departmental Offices, which specifically supports the Committee on Foreign Investment in the United States (CFIUS). The company's subscription-based platforms, including the Pitchbook Platform and Morningstar Advisor Workstation, provide web-based access to financial data tools and research services, enabling federal agencies across multiple departments to conduct investment analysis and market assessment as needed through task order mechanisms.

Quick answers

Who was awarded contract 1605C121P00028?

1605C121P00028 was awarded to Morningstar Inc. by Office of the Assistant Secretary for Administration and Management (Department of Labor) on September 27, 2021.

How much is contract 1605C121P00028 worth?

The government has obligated $147,910 on 1605C121P00028. Its current value, with exercised options, is $892,914.

Which agency awarded contract 1605C121P00028?

Office of the Assistant Secretary for Administration and Management (Department of Labor) awarded 1605C121P00028, with funding from National Office (Employee Benefits Security Administration).

Was contract 1605C121P00028 competed?

The government received 1 offer.

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