Notification of the SEC's Intent to Award a Single Source Purchase Order to Morningstar, Inc.

Closed Special Notice Posted

A later notice was posted: the Limited / Sole Source Justification from .

Solicitation number
33000-20-0084
Agency
Responses due
Set-aside
No set-aside

Opportunity facts

NAICS code
523930 Investment Advice

Notice details come from SAM.gov. Updated .

About this opportunity

The Securities and Exchange Commission published a Special Notice to announce its intent to award a single source purchase order to Morningstar, Inc. The Special Notice concerns access to Morningstar's credit ratings data through a fixed-price purchase order with an initial one-year period of performance and four optional one-year extensions.

The purchase order aims to provide the SEC with credit ratings data from structured finance markets, including CMBS, RMBS, and any current or future ABS ratings, as required by SEC staff. Interested parties have until July 29, 2020 to identify their interest and capability to meet the requirement by responding to the notice. However, no competitive solicitation will be issued as the contracting officer determined Morningstar Credit Ratings to be the only source reasonably able to satisfy the SEC's needs according to FAR 13.106-1(b). The estimated total value of the purchase order is below the simplified acquisition threshold. If certain eligibility criteria are met, the SEC will award the purchase order to Morningstar, Inc. on or around August 21, 2020.

Notice text

The U.S. Securities and Exchange Commission (SEC) intends to award a fixed-price purchase order on a single source basis to Morningstar, Inc., 22 W Washington Street, Chicago, IL, 60602, for access to their credit ratings data.  The NAICS code is 523930.  The contracting officer has determined that Morningstar Credit Ratings is the only source that can reasonably meet the SEC’s requirement in accordance with FAR Part 13.106-1(b).    Morningstar Credit Ratings is one of the ten Nationally Recognized Statistical Rating Organization (NRSROs) from which the SEC requires credit ratings data.  This data includes all the following credit ratings from the structured finance market: CMBS, RMBS and any ABS ratings available currently or in the future which is required by the SEC staff.

The period of performance for the purchase order is anticipated to be one (1) year with four (4) one (1) year options.  The total estimated value of this purchase order is below the simplified acquisition threshold.

The SEC intends to award a purchase order to Morningstar, Inc. on or about August 21, 2020. This notice is not a competitive request for proposals.  A competitive solicitation will not be issued. However, the government will give consideration to interested parties that identify their interest and capability to respond to the requirement or submit proposals by the response date of this notice.

Notice history

Notice Type Posted
Notification of the SEC's Intent to Award a Single Source Purchase Order to DBRS Morningstar, Inc. Latest Limited / Sole Source Justification
This notice Latest special notice Special Notice

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