Purchase Order SECHQ115P0176
- Not listed
- 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 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...
- 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...
- 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...
- 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 federal contract award is a purchase order issued by the National Office (a civilian government agency) to Morningstar Inc., a global financial services firm headquartered in Chicago, Illinois. The purpose of this $888,514.04 firm-fixed-price contract is to provide financial data subscription services. This contract does not have a small business set-aside designation, indicating Morningstar competes as a large, established provider. The contract supports critical government functions...
- The Department of Labor Employee Benefits Security Administration National Office awarded a $155,242.00 firm fixed price purchase order to Morningstar, Inc., a leading provider of independent investment research, to provide a financial global database subscription service to research and study the asset health of employee benefits plans. The award, which does not have a set-aside designation, will provide Morningstar's data, research, tools, and solutions for financial planning, asset...
- This is a firm-fixed-price purchase order contract awarded by the Department of Labor (DOL) to Morningstar, Inc. for $289,625.00 to provide financial data subscription services in support of the DOL's Employee Benefits Security Administration (EBSA). The contract has an ultimate completion date of September 14, 2018. Morningstar is a leading provider of independent investment research, financial data, and analytics solutions. This contract does not have a set-aside designation. Morningstar has...
- This is a firm-fixed-price purchase order contract awarded by the Department of the Treasury Departmental Offices to Morningstar Inc. for a dataset subscription. The $3,459,031 contract has a period of performance through May 16, 2026 and supports the Committee on Foreign Investment in the United States (CFIUS) by providing access to Morningstar's financial data and analytics platforms, including the Pitchbook Platform. This data and tools enable CFIUS to conduct investment analysis, assess...
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 agency's economic analysis, market oversight, investor protection, and regulatory compliance functions. Morningstar has supplied similar financial data and analytics products to other federal agencies such as the Department of the Treasury and Department of Labor. This appears to be a sole-source award, as the contract was not set aside and Morningstar is leveraging its proprietary datasets and subject matter expertise. While primarily a prime contractor, Morningstar has occasionally partnered with other firms to deliver specialized financial planning and portfolio management solutions across the federal sector.
Name | Description | Solicitation Number | FederalAgency | Type | PostedDate |
|---|---|---|---|---|---|
Notification of the SEC's Intent to Award a Sole Source Purchase Order to Morningstar Credit Ratings | SECHQ1-15-Q-0159 | Securities and Exchange Commission | Award Notice 1/1 | 7/22/15, 2:03 PM |
Mod # | Description | ReasonForModification | Federal Obligation | Date |
|---|---|---|---|---|
| P00006 | Exercise an Option | $19.0k | 6/12/19 | |
| P00005 | Exercise an Option | $18.0k | 9/11/18 | |
| 4 | Exercise an Option | $17.0k | 8/3/17 | |
| 3 | Other Administrative Action | $0 | 10/24/16 | |
| 1 | Other Administrative Action | $0 | 4/19/16 |