Purchase Order SECHQ117P0077

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 U.S. Securities and Exchange Commission (SEC) awarded a $220,000.00 firm fixed-price purchase order to MSCI Inc., a leading global provider of financial data, analytics, and market indices. The contract is to provide a subscription to comprehensive environmental, social, and governance (ESG) data for domestic and foreign issuers, market indices, mutual funds, and exchange-traded funds. The award was made under an unrestricted open-market solicitation, with no set-aside designation. The...

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...

The U.S. Securities and Exchange Commission (SEC) awarded a firm fixed-price purchase order valued at $49,999 to Barra, LLC, a subsidiary of MSCI Inc., for a 12-month subscription to the company's proprietary equities risk factor model data. The contract was awarded on a sole-source basis, as the SEC determined Barra, LLC is the only source that can meet the agency's data and formatting requirements. This recurring purchase order, with a performance period from June 2024 to June 2025, provides...

The U.S. Securities and Exchange Commission (SEC) awarded a $49,999 firm-fixed-price purchase order to Barra, LLC, a subsidiary of MSCI Inc., for a 12-month subscription to the company's proprietary equities risk factor model data. This sole-source contract, awarded without a set-aside designation, provides the SEC with specialized financial analytics and risk modeling services that are critical for the agency's regulatory and analytical functions. The contract, which has a performance period...

The Securities and Exchange Commission (SEC) awarded a firm fixed price purchase order contract to Factset Research Systems Inc., doing business as Factset, for $359,878.00. The contract is for the provision of Factset's proprietary financial data, analytical applications, and related services to support the SEC's economic analysis, investment research, policy making, and regulatory oversight activities. The contract has a period of performance from April 18, 2017 to April 30, 2022, with work to...

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 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 (SEC) awarded a $663,000 firm fixed price purchase order to Crisil Irevna US LLC, doing business as Greenwich Associates, for a subscription to Greenwich Associates' proprietary market structure and technology research data and analysis. The contract has a base period of 12 months and four 12-month option periods, with a total potential value of $663,000. This was a sole source award using simplified acquisition procedures due to the proprietary nature of...

The Securities and Exchange Commission (SEC) awarded a $49,999 firm-fixed-price purchase order to Barra, LLC, a subsidiary of MSCI Inc., to provide a subscription to the company's proprietary equities risk factor model data. This is an annual contract that the SEC has awarded to Barra since at least 2019 to access the firm's specialized financial data and analytics services. The contract is for a 12-month period of performance from May 2023 to May 2024. No set-aside designation was used for this...