Morningstar advisor workstation assess solution license subscription.
Ended Purchase Order Awarded Last action
- Contract number
- 2031JW24P00046
- Awardee
-
Morningstar Inc. UEI FWYMNZL7NWU8
- Awarding agency
-
Office of the Comptroller of the Currency
Department of the Treasury
- Obligated
- $20,000
Award facts
- Contract value 100% obligated
- $20,000.00 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
- 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 Office of the Comptroller of the Currency awarded a $20,000 firm fixed-price purchase order to Morningstar Inc. on September 30, 2024, for subscription access to the Morningstar Advisor Workstation Assessment Solution. The contract, which runs through September 29, 2025, was awarded without a set-aside designation. Morningstar Inc., a Chicago-headquartered global financial services firm, specializes in independent investment research, data, and analytics. The company provides this subscription-based solution to support the agency's financial analysis and advisory capabilities, leveraging the comprehensive investment research and data tools available through the Morningstar platform.
This award reflects the OCC's continued reliance on specialized financial intelligence platforms to support its regulatory and analytical functions. Morningstar has established a significant presence across federal civilian agencies through its subsidiary Pitchbook Data Inc., holding multiple contract vehicles including a $2.047 million Indefinite Delivery Contract with the Department of the Treasury that supports critical functions such as the Committee on Foreign Investment in the United States. The Morningstar Advisor Workstation provides agencies with access to investment data, research, and analytics capabilities necessary for informed decision-making within the financial services regulatory environment.
Quick answers
Who was awarded contract 2031JW24P00046?
2031JW24P00046 was awarded to Morningstar Inc. by Office of the Comptroller of the Currency (Department of the Treasury) on September 30, 2024.
How much is contract 2031JW24P00046 worth?
The government has obligated $20,000 on 2031JW24P00046.
Was contract 2031JW24P00046 competed?
The extent of competition for 2031JW24P00046 was not competed under sap. The government received 1 offer.
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