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 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 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 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 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...
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 firm-fixed-price purchase order was awarded by the Central Program Planning Coordination and Support (VPARSCPPCS-A) office of the U.S. Department of Commerce to Pitchbook Data Inc., a subsidiary of Morningstar, Inc. The $130,000.00 contract provides a 5-user subscription to Pitchbook's financial data and analytics platform. This subscription supports the agency's investment analysis, due diligence, economic research, financial monitoring, and market mapping activities. The contract has a...
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 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 for-profit organization, for a subscription to comprehensive environmental, social, and governance (ESG) data for domestic and foreign issuers, market indices, mutual funds, and exchange-traded funds. The contract, valued at $1,566,150.00, has an ultimate completion date of March 31, 2028. There is no set-aside designation for this award. Morningstar, a leading provider of independent...