Morningstar credit ratings
Ended Purchase Order Awarded Last action
- Contract number
- SECHQ115P0176
- Awardee
-
Morningstar Inc. UEI FWYMNZL7NWU8
- Awarding agency
-
Securities and Exchange Commission
- Obligated
- $85,000
Award facts
- Opportunity
-
- SECHQ115Q0159 Solicitation number
- Notification of the SEC's Intent to Award a Sole Source Purchase Order to Morningstar Credit Ratings Award Notice · Posted Jul 22, 2015
- Contract value 100% obligated
- $85,000.00 Current and potential, with all options
- Completion date 100% complete
- Current and potential, with all options
- NAICS code
- 523930 Investment Advice
- Set-aside
- No set-aside
- Competition
- Not Competed under SAP · 1 offer Simplified Acquisition
- Pricing
- Firm Fixed Price
- Place of performance
- Chicago, IL 60602, USA
Award details come from SAM.gov/FPDS.
Transactions
| Action | Obligated | Date |
|---|---|---|
| Exercise an Option | $19,000 | |
| Exercise an Option | $18,000 | |
| Exercise an Option | $17,000 | |
| Other Administrative Action | $0 | |
| Exercise an Option | $16,000 | |
| Other Administrative Action | $0 | |
| Original award | $15,000 |
About this award
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.
Quick answers
Who was awarded contract SECHQ115P0176?
SECHQ115P0176 was awarded to Morningstar Inc. by Securities and Exchange Commission on September 16, 2015.
How much is contract SECHQ115P0176 worth?
The government has obligated $85,000 on SECHQ115P0176.
Was contract SECHQ115P0176 competed?
The extent of competition for SECHQ115P0176 was not competed under sap. The government received 1 offer.
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