Purchase Order FA860418P5051
- Not listed
- <p>The Department of Defense Education Activity (DOD) awarded a $497,093 purchase order contract to Morningstar Investment Management LLC, doing business as Morningstar Investment Services LLC, a division of Morningstar, Inc., to provide the Morningstar Investment Research Center Database. The one-year firm fixed price contract runs from September 30, 2022 through September 29, 2023 and will be performed in Chicago, Illinois. No applicable subcontractors were identified.</p>
- The Department of Defense Education Activity awarded a firm fixed price purchase order to Morningstar Investment Management LLC, a subsidiary of Morningstar, Inc., for an Investment Research Center Database. The $1,381,739.00 contract has a completion date of September 29, 2022 and was originally awarded on September 30, 2019. This contract does not have a set-aside designation. Morningstar, as a leading independent investment research provider, has been awarded similar data and analytics...
- This federal contract award is a purchase order issued by the National Office (a civilian government agency) to Morningstar Inc., a global financial services firm headquartered in Chicago, Illinois. The purpose of this $888,514.04 firm-fixed-price contract is to provide financial data subscription services. This contract does not have a small business set-aside designation, indicating Morningstar competes as a large, established provider. The contract supports critical government functions...
- This is a firm-fixed-price purchase order contract awarded by the Department of the Treasury Departmental Offices to Morningstar Inc. for a dataset subscription. The $3,459,031 contract has a period of performance through May 16, 2026 and supports the Committee on Foreign Investment in the United States (CFIUS) by providing access to Morningstar's financial data and analytics platforms, including the Pitchbook Platform. This data and tools enable CFIUS to conduct investment analysis, assess...
- This is a $328,200.00 firm fixed price purchase order awarded by the Department of Defense Education Activity (DoDEA) to Cengage Learning, Inc. to provide a twelve-month subscription to an interactive online kindergarten readiness program, with four additional twelve-month option periods through September 2026. The requirement was initially posted as a combined synopsis/solicitation for commercial items under Federal Acquisition Regulation Part 13, seeking quotes for electronic access to the...
- <p>The U.S. Department of Defense Education Activity (DoDEA) awarded a $270,000.00 firm-fixed-price purchase order contract to Grey House Publishing, Inc. for a DODL Financial Ratings and Literacy Basics Subscription. The contract has an ultimate completion date of September 29, 2029 and was awarded on September 30, 2024. This contract is not associated with a set-aside designation.</p>
- The U.S. Department of Defense has awarded a firm fixed-price purchase order to Pitchbook Data Inc., a subsidiary of Morningstar, Inc., for a $170,000.00 Pitchbook subscription renewal. The contract provides ongoing access to Pitchbook's financial data and analytics platform, which includes private company profiles, investment deal details, people analytics, and other market intelligence. Pitchbook has been awarded numerous similar federal contracts as a prime contractor, providing data services...
- The Department of Defense Education Activity awarded a $2,610.30 firm fixed price delivery order to Math Teachers Press Inc. of Golden Valley, MN for teacher resources in digital format. The contract has a period of performance through December 30, 2021 to provide the requested digital teaching materials with no set-aside designation utilized. As the Defense Department's education agency supporting schools worldwide, this award will likely supply online or downloadable lesson plans,...
- This firm-fixed-price purchase order worth $75,500.00 was awarded by the Securities and Exchange Commission (SEC) to Morningstar Inc., a leading provider of independent investment research. The contract is for access to Morningstar's hedge fund database to support the SEC's oversight and regulatory functions. The award has no set-aside designation and the period of performance runs through April 30, 2020. Morningstar is a for-profit organization that has provided specialized financial data,...
- This firm fixed price purchase order was awarded by the Office of the Secretary of Defense to Pitchbook Data Inc., a subsidiary of Morningstar, Inc., to provide a Pitchbook subscription with access to Pitchbook's financial data and software platform. The $135,000.00 contract has a completion date of March 3, 2021 and no set-aside designation. Pitchbook has been awarded numerous similar contracts by federal agencies, including the Departments of Defense, Justice, Treasury, and others, to...
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.
Name | Description | Solicitation Number | FederalAgency | Type | PostedDate |
|---|---|---|---|---|---|
Morningstar Subscription | FA8604-18-Q-5051 | Department of the Air Force Materiel Command Lifecycle Management Center Wright Patterson Air Force Base | Award Notice 2/2 | 9/7/18, 10:08 AM | |
Morningstar Subscription | FA8604-18-Q-5051 | Department of the Air Force Materiel Command Lifecycle Management Center Wright Patterson Air Force Base | Pre-Solicitation 1/2 | 6/12/18, 2:20 PM |
Mod # | Description | ReasonForModification | Federal Obligation | Date |
|---|---|---|---|---|
| P00001 | Other Administrative Action | $0 | 2/6/19 | |
| Not listed | Not listed | $433.4k | 8/27/18 |