Morningstar advisor workstation assess solution license subscription.

Ended Purchase Order Awarded Last action

Contract number
2031JW23P00035
Awardee
Awarding agency
Obligated
$22,650

Award facts

Contract value 100% obligated
$22,650.00 Current and potential, with all options
Completion date 100% complete
Current and potential, with all options
Contracting staff
NAICS code
518210 Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services
PSC
DA10 It And Telecom - Business Application/Application Development Software As A Service
Set-aside
No set-aside
Competition
Not Competed under SAP · 1 offer Simplified Acquisition
Pricing
Firm Fixed Price
Place of performance
Washington, DC 20219, USA

Award details come from SAM.gov/FPDS.

About this award

The Department of the Treasury's Office of the Comptroller of the Currency awarded a $22,650 firm fixed price purchase order to Morningstar, Inc. for a Morningstar Advisor Workstation Assess Solution license subscription. The contract has a period of performance of one year, from September 30, 2023 through September 29, 2024. Morningstar will provide its financial planning and portfolio analysis software solution under this contract to support the OCC's regulatory and supervisory responsibilities. The funding agency, the OCC, is responsible for chartering, regulating, and supervising all national banks and federal savings associations as well as federal branches and agencies of foreign banks in the United States. No major subcontractors or set aside designations were identified.

Quick answers

Who was awarded contract 2031JW23P00035?

2031JW23P00035 was awarded to Morningstar Inc. by Office of the Comptroller of the Currency (Department of the Treasury) on September 30, 2023.

How much is contract 2031JW23P00035 worth?

The government has obligated $22,650 on 2031JW23P00035.

Was contract 2031JW23P00035 competed?

The extent of competition for 2031JW23P00035 was not competed under sap. The government received 1 offer.

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