Notification of the SEC's Intent to Award a Sole Source Contract to Morningstar, Inc.

Closed Special Notice Posted

Solicitation number
50310222Q0048
Agency
Responses due
Set-aside
No set-aside

Opportunity facts

Notice details come from SAM.gov. Updated .

About this opportunity

Written by GovTribe AI ·

The Securities and Exchange Commission published a Special Notice to award a sole source contract to Morningstar, Inc. for access to various investment research data and analytics. The SEC requires these services to support its regulatory mission.

The Notice communicates the SEC's intent to award a fixed-price contract to Morningstar, Inc. for one base year with four option years to provide Morningstar Direct, investment holdings data, historical portfolio information, API research data, and annuity intelligence. Interested parties have until May 24th to identify their capability to meet the requirement, though a competitive solicitation will not be issued as the contracting officer determined Morningstar the only qualified source under FAR 13.501(a). The NAICS code is 518210. The SEC will make award on or around June 20th to Morningstar for these important data and research services.

Notice text

The U.S. Securities and Exchange Commission (SEC) intends to award a fixed-price contract on a sole source basis to Morningstar, Inc., 22 W Washington Street, Chicago, Illinois, 60602 for access to Morningstar Direct, Morningstar Investment Company Holdings Data, Morningstar Historical Portfolio Information Data, Morningstar Application Programming Interface (API) Investment Research Data, and Morningstar Annuity Intelligence. The NAICS code is 518210.  The contracting officer has determined that Morningstar, Inc. is the only source that can reasonably meet the SEC’s requirement in accordance with FAR Part 13.501(a).

The period of performance for the contract is anticipated to be one year with four one-year option periods.

The SEC intends to award a contract to Morningstar, Inc. on or about June 20, 2022. 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.

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