Morningstar advisor workstation licenses

Ended Purchase Order Awarded

Contract number
2031JW25P00026
Awardee
Awarding agency
Obligated
$21,400

Award facts

Contract value 100% obligated
$21,400.00 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

This is a firm-fixed-price purchase order awarded by the Office of the Comptroller of the Currency (OCC), a civilian federal agency, to Morningstar Inc. for Morningstar Advisor Workstation licenses. The $21,400.00 contract has a period of performance through September 29, 2026 and does not utilize a small business set-aside designation. Morningstar, a global financial services firm headquartered in Chicago, has been awarded numerous federal contracts across civilian and defense agencies to provide subscription-based financial data and analytics services, particularly through its Pitchbook Data Inc. subsidiary. This contract specifically supports the OCC's Committee on Foreign Investment in the United States (CFIUS), enabling the agency to conduct investment analysis and national security oversight functions using Pitchbook's comprehensive financial intelligence platform.

Quick answers

Who was awarded contract 2031JW25P00026?

2031JW25P00026 was awarded to Morningstar Inc. by Office of the Comptroller of the Currency (Department of the Treasury) on September 30, 2025.

How much is contract 2031JW25P00026 worth?

The government has obligated $21,400 on 2031JW25P00026.

Was contract 2031JW25P00026 competed?

The extent of competition for 2031JW25P00026 was not competed under sap. The government received 1 offer.

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