Purchase Order 50310220P0056
- Not listed
- This is a firm fixed price purchase order contract awarded by the Securities and Exchange Commission (SEC) to Refinitiv US LLC, a subsidiary of London Stock Exchange Group PLC, for a web-based subscription to a commercial-off-the-shelf (COTS) solution that provides consolidated credit ratings data and credit watch updates from S&P, Moody's, and Fitch across corporates, municipals, and asset-backed securities. The $4,610,973.88 contract will support the SEC's ongoing market monitoring and...
- The Securities and Exchange Commission (SEC) awarded a $5,352,800 firm-fixed-price purchase order contract to Morningstar Inc., a leading financial services firm based in Chicago, Illinois. The contract provides the SEC with access to Morningstar's data products, including Morningstar Direct, investment holdings data, historical portfolio information, API research data, and annuity intelligence. This sole-source contract has a period of performance of one base year with four one-year option...
- This is a firm fixed-price purchase order awarded by the U.S. Securities and Exchange Commission (SEC) to Mergent, Inc., a wholly owned subsidiary of the London Stock Exchange Group PLC, for access to a comprehensive historical fixed income securities database. The contract has a ceiling value of $118,727 and a period of performance of up to 5 years, with a one-year base period and four one-year option periods. The database will support the SEC's regulatory, surveillance, and policy-making...
- The U.S. Securities and Exchange Commission (SEC) awarded a firm fixed-price purchase order contract worth $250,000.00 to Municipal Bond Information Services LLC (MBIS) for an "ACCESS TO MBIS DATA SOLUTION." The contract does not have a set-aside designation and was awarded on September 25, 2017 with a completion date of September 24, 2022. The place of performance is in Washington, DC. MBIS is a foreign-owned, for-profit organization that is providing the SEC with access to its...
- 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 awarded a sole source purchase order to Municipal Bond Information Services LLC (MBIS) on September 25, 2022, for access to municipal bond quote data and securities identification information. Valued at $303,750, this firm fixed-price contract supports the SEC's evaluation of compliance with Municipal Securities Rulemaking Board Rule G-18, which governs fair pricing practices in the municipal securities market. The award was made without competitive...
- This is a $109,946.17 firm fixed-price delivery order contract awarded to Dun & Bradstreet Inc. by the Securities and Exchange Commission (SEC). The contract provides access to Dun & Bradstreet's commercial database and analytical services. This award is not set aside. Dun & Bradstreet is a leading global provider of business decisioning data and analytics. Through this contract, the SEC will gain access to Dun & Bradstreet's suite of services, including credit reporting,...
- The Securities and Exchange Commission (SEC) awarded a $249,995.00 firm fixed-price purchase order contract to MSCI Inc., a for-profit organization, to provide access to MSCI's Accounting & Governance Risk Ratings service. The contract period of performance runs through September 22, 2027. MSCI has previously provided IT support, financial data subscriptions, and market pricing index data to various federal agencies, including the Department of State, SEC, and Department of Commerce. This...
- The Securities and Exchange Commission (SEC) awarded a $274,520.00 firm-fixed-price purchase order to Markit North America Inc., a subsidiary of S&P Global Inc., for enterprise access to credit default swap (CDS) reference data. This single-source contract has a one-year base period with four one-year option periods, and it was awarded without a set-aside designation. The contract provides the SEC with comprehensive CDS reference data, including unique identification codes for entities and...
- The U.S. Securities and Exchange Commission (SEC) awarded a firm-fixed-price purchase order to Broadridge Financial Solutions, Inc. for data in structured format that provides detailed information on investment managers and pension fund consultants. The contract is valued at $707,310.00 and has a period of performance of one base year with four one-year option periods. The SEC determined Broadridge Financial Solutions, Inc. to be the sole source capable of meeting the requirement in accordance...
The Securities and Exchange Commission awarded a firm fixed price purchase order valued at three hundred twelve thousand five hundred dollars ($312,500) to DBRS Limited, doing business as Dominion Bond Rating Services. The contract provides the SEC with access to DBRS Morningstar RatingsNOW, which includes credit ratings data from structured finance markets such as commercial mortgage-backed securities, residential mortgage-backed securities, and asset-backed securities. Performance will take place in Washington, D.C. over a one-year base period starting in October 2020, with four optional one-year extensions. The SEC published a special notice of its intent to award on a single-source basis due to DBRS Morningstar being the only source able to satisfy the agency's needs for these data to support its mission of protecting investors, maintaining fair, orderly and efficient markets, and facilitating capital formation.
Name | Description | Solicitation Number | FederalAgency | Type | PostedDate |
|---|---|---|---|---|---|
Notification of the SEC's Intent to Award a Single Source Purchase Order to Morningstar, Inc. | 33000-20-0084 | Securities and Exchange Commission | Special Notice 1/2 | 7/22/20, 10:21 AM | |
Notification of the SEC's Intent to Award a Single Source Purchase Order to DBRS Morningstar, Inc. | 50310220P0056 | Securities and Exchange Commission | Limited / Sole Source Justification 2/2 | 10/13/20, 11:07 AM |
Mod # | Description | ReasonForModification | Federal Obligation | Date |
|---|---|---|---|---|
| P00002 | Exercise an Option | $62.5k | 8/8/22 | |
| P00001 | Exercise an Option | $53.8k | 9/8/21 | |
| Not listed | Not listed | $45.0k | 9/23/20 |