The Securities and Exchange Commission (SEC) awarded a firm-fixed-price purchase order to Morningstar Inc., a leading financial services firm, for a subscription to the Morningstar Hedge Fund Database. The contract has a ceiling value of $113,696.00 and a period of performance through April 30, 2030. This sole-source award was made in accordance with FAR Part 13.106-1(b), as the SEC determined Morningstar's database contains unique information critical to the agency's hedge fund industry...
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...
Morningstar, Inc. was awarded a firm-fixed price purchase order by the Securities and Exchange Commission (SEC) for a $85,700 hedge fund data subscription. The award was made non-competitively on May 1, 2020 pursuant to a special notice posted on April 14, 2020 seeking a single source subscription to Morningstar's Hedge Fund database. The SEC requires comprehensive coverage of hedge funds from multiple data sources to perform ongoing hedge fund industry surveillance in support of its market...
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...
The Securities and Exchange Commission (SEC) awarded a firm fixed price purchase order to Morningstar, Inc., a leading provider of independent investment research, for the provision of Morningstar API data. The $2,908,000.00 contract, which has no set-aside designation, will run through June 30, 2022. Morningstar has provided similar subscriptions and data services to other federal agencies such as the Department of the Treasury and Department of Labor to support market oversight, economic...
The Securities and Exchange Commission (SEC) awarded a firm-fixed-price purchase order to Morningstar Inc., a for-profit organization, for a subscription to comprehensive environmental, social, and governance (ESG) data for domestic and foreign issuers, market indices, mutual funds, and exchange-traded funds. The contract, valued at $1,566,150.00, has an ultimate completion date of March 31, 2028. There is no set-aside designation for this award. Morningstar, a leading provider of independent...
This is a firm-fixed-price purchase order awarded by the National Office of the U.S. government agency with ID 1600|1621|VPEBSANO-A to Morningstar, Inc., a for-profit organization, for a financial data subscription. The contract has a ceiling value of $880,716.64 and a period of performance through September 25, 2026. Morningstar is an established provider of investment research and data analytics products and services to federal agencies, including the Department of the Treasury, Securities and...
The Department of Defense Education Activity awarded a firm fixed price purchase order to Morningstar Investment Management LLC, a subsidiary of Morningstar, Inc., for an Investment Research Center Database. The $1,381,739.00 contract has a completion date of September 29, 2022 and was originally awarded on September 30, 2019. This contract does not have a set-aside designation. Morningstar, as a leading independent investment research provider, has been awarded similar data and analytics...
This federal contract award to Morningstar Inc. provides Morningstar Annuity Intelligence, a suite of financial data and investment research products, to the U.S. Department of the Treasury. The $196,015 firm-fixed-price contract was awarded on a non-competitive basis, as Morningstar's proprietary datasets and subject matter expertise were deemed necessary by the agency. The contract does not have a set-aside designation. As a leading provider of independent investment research, Morningstar...
This is a firm-fixed-price purchase order awarded by the Office of the Comptroller of the Currency (OCC) to Morningstar, Inc. for an annual subscription to the Morningstar Workstation, which provides investment research and financial analysis tools. The contract has a ceiling value of $16,551.24 and a performance period ending on January 26, 2023. The award is not associated with a larger contract vehicle and does not have a set-aside designation. Morningstar, Inc. is a leading provider of...