Purchase Order 2031JW26P00019

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...

<p>The Department of the Treasury Departmental Offices awarded a purchase order to Morningstar Inc. for a two-month extension of Morningstar Inc. dataset subscriptions with a ceiling value of $3,474,449.00, effective May 17, 2021 through July 16, 2026. Performance takes place in Chicago, Illinois. The order is a firm fixed-price commercial subscription to financial data and analytics services supporting government investment analysis and market research.</p>

The Office of the Comptroller of the Currency awarded a purchase order to FactSet Research Systems Inc. for FactSet Premium Workstations for up to seven users, valued at $760,788.00, with an award date of October 11, 2023. The order was closed on March 31, 2026. Place of performance is Norwalk, Connecticut. The purchase order originated from a Special Notice posted August 16, 2023, under which OCC declared its intent to renew existing FactSet licenses on a sole-source basis. FactSet provides...

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,...

<p>The Office of the Comptroller of the Currency awarded a purchase order to FactSet Research Systems Inc. for a CUSIP enterprise license for the OCC Chief National Bank Examiner with a ceiling value of $198,046.00 on September 27, 2026. Place of performance is New York, New York. The license carries a firm fixed price and an ultimate completion date of September 26, 2031.</p>

<p>The Office of the Comptroller of the Currency awarded a purchase order to S&amp;P Global LIMITED for credit default swaps data valued at $1,229,344, with an award date of March 19, 2024, and ultimate completion date of March 18, 2029. The work is performed in Washington, DC. This is a firm fixed-price purchase order with no set-aside designation. The underlying solicitation was posted on August 29, 2023, with a due date of September 19, 2023.</p>

<p>The Office of the Comptroller of the Currency awarded a purchase order to CCH Incorporated valued at $70,353.90 on August 1, 2022, to exercise option period four for a Blue Chip Economic Indicator PDF email delivery multi-user license subscription. Performance occurs in Riverwoods, Illinois. The subscription runs through July 31, 2027. The order carries firm fixed pricing under a special notice solicitation posted June 1, 2022.</p>

<p>The Office of the Comptroller of the Currency awarded a purchase order to Financial Times Limited for $52,709.50 on May 28, 2026. The order, with a firm fixed price structure and an ultimate completion date of May 27, 2027, covers digital subscription and database access services to the Financial Times' premium financial news, analysis, and data platforms. Work is performed in Washington, DC. The procurement carries no small business set-aside.</p>

<p>The Office of the Comptroller of the Currency awarded a purchase order to FactSet Research Systems Inc. for FactSet Financial Database Service on October 1, 2018, with a ceiling value of $789,601.00. Work is performed in Norwalk, Connecticut. The order is firm fixed price with no set-aside designation. Ultimate completion is scheduled for September 30, 2023. The award followed a pre-solicitation opportunity posted September 12, 2018, with a proposal due date of September 17, 2018.</p>

The Office of the Comptroller of the Currency (OCC) has awarded a purchase order to Moody's Analytics, Inc. for a subscription to Moody's Analytics Ratings and Research Reports, valued at $2.93 million with a completion date of December 18, 2029. This modification reinstates Option CLIN 1002, which had been previously canceled. The contract utilizes firm fixed price pricing and carries no set-aside designation, reflecting a full and open competitive procurement. Performance will take place at...