Purchase Order 1605TA20P00008
- Not listed
- 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 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...
- 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...
- 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...
- 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...
- 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 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,...
- Morningstar, Inc. was awarded a firm-fixed price purchase order by the Securities and Exchange Commission (SEC) for a $85,700 hedge fund data subscription. The award was made non-competitively on May 1, 2020 pursuant to a special notice posted on April 14, 2020 seeking a single source subscription to Morningstar's Hedge Fund database. The SEC requires comprehensive coverage of hedge funds from multiple data sources to perform ongoing hedge fund industry surveillance in support of its market...
- <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 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...
The Department of Labor Employee Benefits Security Administration National Office awarded a $155,242.00 firm fixed price purchase order to Morningstar, Inc., a leading provider of independent investment research, to provide a financial global database subscription service to research and study the asset health of employee benefits plans. The award, which does not have a set-aside designation, will provide Morningstar's data, research, tools, and solutions for financial planning, asset allocation, and portfolio management to support the agency's market oversight, economic analysis, and regulatory compliance objectives. Morningstar has previously provided similar investment data and analytics subscriptions to other federal agencies, including the Department of the Treasury and the Securities and Exchange Commission.
Mod # | Description | ReasonForModification | Federal Obligation | Date |
|---|---|---|---|---|
| P00003 | Other Administrative Action | $0 | 8/2/21 | |
| P00002 | Other Administrative Action | $11.9k | 7/30/21 | |
| P00001 | Other Administrative Action | $0 | 12/3/20 | |
| Not listed | Not listed | $143.3k | 8/14/20 |