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

ID: 50310222Q0048 • Type: Special Notice • Match:  95%
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Description

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.

Overview

Response Deadline
May 24, 2022, 3:00 p.m. EDT Past Due
Posted
May 17, 2022, 3:11 p.m. EDT
Set Aside
None
Place of Performance
Not Provided
Source

Current SBA Size Standard
$40 Million
Pricing
Fixed Price
Est. Level of Competition
Sole Source
Signs of Shaping
59% of similar contracts within the Securities and Exchange Commission had a set-aside.
On 5/17/22 Securities and Exchange Commission issued Special Notice 50310222Q0048 for Notification of the SEC's Intent to Award a Sole Source Contract to Morningstar, Inc. due 5/24/22.
Primary Contact
Name
Christina J. Turner   Profile
Phone
None

Documents

Posted documents for Special Notice 50310222Q0048

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Additional Details

Source Agency Hierarchy
SECURITIES AND EXCHANGE COMMISSION > SECURITIES AND EXCHANGE COMMISSION > SECURITIES AND EXCHANGE COMMISSION
FPDS Organization Code
5000-503102
Source Organization Code
100158379
Last Updated
May 17, 2022
Last Updated By
turnerc@sec.gov
Archive Date
May 17, 2022