Non acat morningstar subscription

Ended Purchase Order Awarded Last action

Contract number
FA860418P5051
Awardee
Awarding agency
Obligated
$433,420

Award facts

Opportunity
Contract value 100% obligated
$433,420.00 Current and potential, with all options
Completion date
Current and potential, with all options
Funding agency
DOD Education Activity Department of Defense
Set-aside
No set-aside
Competition
Not Competed under SAP · 1 offer Simplified Acquisition
Pricing
Firm Fixed Price
Place of performance
Chicago, IL 60602, USA

Award details come from SAM.gov/FPDS.

Transactions

Action Obligated Date
Other Administrative Action P00001 · Morningstar administrative modification $0
Original award $433,420

About this award

This firm-fixed-price purchase order for $433,420.00 was awarded by the Department of Defense Education Activity (DoDEA) to Morningstar Investment Management LLC, a subsidiary of Morningstar Inc. The contract is for a Morningstar subscription that will provide the DoDEA with investment research, data services, and educational content to support its financial planning and investment analysis programs.

The original solicitation was a notice of intent to award this requirement on a sole-source basis, as Morningstar was deemed the only reasonably available source. The solicitation outlined detailed product characteristics the subscription service must meet, including the provision of monthly newsletters, daily market updates and analysis, investment education courses, and testing capabilities.

This award is not associated with a larger contract vehicle. It does not have a set-aside designation, indicating Morningstar competed as a large business. The DoDEA, which provides educational services to Department of Defense personnel and their families, is leveraging Morningstar's specialized financial data and analytics expertise to enhance its investment program management and support for military communities.

Quick answers

Who was awarded contract FA860418P5051?

FA860418P5051 was awarded to Morningstar Investment Management LLC by AFLCMC Wright Patterson AFB (Lifecycle Management Center) on September 30, 2018.

How much is contract FA860418P5051 worth?

The government has obligated $433,420 on FA860418P5051.

Which agency awarded contract FA860418P5051?

AFLCMC Wright Patterson AFB (Lifecycle Management Center) awarded FA860418P5051, with funding from DOD Education Activity (Department of Defense).

Was contract FA860418P5051 competed?

The extent of competition for FA860418P5051 was not competed under sap. The government received 1 offer.

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