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FBO DAILY - FEDBIZOPPS ISSUE OF APRIL 29, 2017 FBO #5636
SPECIAL NOTICE

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

Notice Date
4/27/2017
 
Notice Type
Special Notice
 
NAICS
518210 — Data Processing, Hosting, and Related Services
 
Contracting Office
Securities and Exchange Commission, Office of Acquisitions, Office of Acquisitions, 100 F Street, NE, MS-4010, Washington, District of Columbia, 20549, United States
 
ZIP Code
20549
 
Solicitation Number
SECHQ1-17-Q-0047
 
Archive Date
5/23/2017
 
Point of Contact
Christina J. Turner, , Anke C. Taylor,
 
E-Mail Address
turnerc@sec.gov, taylorank@sec.gov
(turnerc@sec.gov, taylorank@sec.gov)
 
Small Business Set-Aside
N/A
 
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's Application Programming Interface (API) data. 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 SEC requires comprehensive investment research data from Morningstar to be delivered through their API. The SEC requires at a minimum the following Morningstar API Datasets: Investment Research, Industry Identifiers, Fund Attributes, Cash Flows, Current Manager Detail, Fees & Expenses, Purchase Information, Investment Disclosure, Month-end Trailing Performance and Historical Performance, Daily and Historical Prices, Daily Returns, MPT & Risk statistics, Yields, Distributions (current and historic), Morningstar Star Rating, Morningstar Analyst Rating, Classification, Style Box, Portfolio Statistics, Daily Indexed Value, and Portfolio Full Holding. 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 May 27, 2017. 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.
 
Web Link
FBO.gov Permalink
(https://www.fbo.gov/spg/SEC/OAPM/PCB/SECHQ1-17-Q-0047/listing.html)
 
Record
SN04488519-W 20170429/170427235350-70bf691b942d7e970027a5e60e4a16cb (fbodaily.com)
 
Source
FedBizOpps Link to This Notice
(may not be valid after Archive Date)

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