Financial planning-investment research
Ended Purchase Order Awarded Last action
- Contract number
- FA805223P0050
- Awardee
-
Morningstar Investment Management LLC UEI Y2SGBJNB5AG1 Part of Morningstar Inc.
- Awarding agency
-
Air Force Installation Contracting Agency
Air Force Installation and Mission Support Center, Department of Defense
- Obligated
- $1,613,795
Award facts
- Contract value 100% obligated
- $1,613,795.00 Current and potential, with all options
- Completion date 100% complete
-
- Current, with exercised options
- Potential, with all options
- Contracting staff
- Funding agency
- Air Education and Training Command Air Force, Department of Defense
- NAICS code
- 516210 Media Streaming Distribution Services, Social Networks, and Other Media Networks and Content Providers
- PSC
- 7630 Newspapers And Periodicals
- Set-aside
- No set-aside
- Competition
- Competed under SAP · 3 offers Simplified Acquisition
- Pricing
- Firm Fixed Price
- Place of performance
- Lackland AFB, San Antonio, TX, USA
Award details come from SAM.gov/FPDS.
Transactions
| Action | Obligated | Date |
|---|---|---|
| Exercise an Option | $559,162 | |
| Exercise an Option | $537,656 | |
| Original award | $516,977 |
About this award
This is a $1,613,795.00 firm-fixed-price purchase order contract awarded by the Air Education and Training Command, a defense agency, to Morningstar Investment Management LLC. The contract is for financial planning, investment research, and access to the Ancestry Fold3 library database for Department of Defense members. This contract does not have a set-aside designation. Morningstar Investment Management LLC is a subsidiary of the parent company Morningstar Inc., which is a global financial services firm that has been awarded numerous federal contracts to provide financial data, analytics, and subscription-based services across civilian and defense agencies. The contract supports critical government functions like investment analysis, due diligence, and national security-related oversight of foreign investments.
Quick answers
Who was awarded contract FA805223P0050?
FA805223P0050 was awarded to Morningstar Investment Management LLC by Air Force Installation Contracting Agency (Air Force Installation and Mission Support Center) on September 30, 2023.
How much is contract FA805223P0050 worth?
The government has obligated $1,613,795 on FA805223P0050.
Which agency awarded contract FA805223P0050?
Air Force Installation Contracting Agency (Air Force Installation and Mission Support Center) awarded FA805223P0050, with funding from Air Education and Training Command (Air Force).
Was contract FA805223P0050 competed?
The extent of competition for FA805223P0050 was competed under sap. The government received 3 offers.
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