Purchase Order FA860419P5045
Award Date 9/30/19
Potential Completion Date 9/29/22
Potential Value $1.4M
Funding Federal Agency
Contracting Federal Agency
Ultimate Awardee
PSC Category
Set-Aside Type
No Set-Aside Used
Federal Contract Vehicle
- Not listed
Extent Competed
Competed under SAP
Major Defense Program
Not listed Pricing Type
Firm Fixed Price
Place of Performance
Chicago, IL 60602, USA
Solicitation Procedures
Simplified Acquisition
Number Of Offers Received
1
Legislative Mandate
Not listed National Interest Action
Not listed Research Type
Not listed Primary Consortia Member
Not listed Similar Awards
- <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>
- 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...
- 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...
- This is a firm-fixed-price purchase order contract awarded by the Department of Labor (DOL) to Morningstar, Inc. for $289,625.00 to provide financial data subscription services in support of the DOL's Employee Benefits Security Administration (EBSA). The contract has an ultimate completion date of September 14, 2018. Morningstar is a leading provider of independent investment research, financial data, and analytics solutions. This contract does not have a set-aside designation. Morningstar has...
- Morningstar Inc., a global financial services firm headquartered in Chicago, Illinois, received a firm fixed-price purchase order from a civilian federal agency for financial data subscription services, valued at approximately $893K with an ultimate completion date of September 26, 2026. The contract, awarded on September 27, 2021, with no small business set-aside, provides access to Morningstar's specialized financial data platforms and research services. Morningstar's subsidiary, Pitchbook...
- The Securities and Exchange Commission (SEC) awarded a $5,352,800 firm-fixed-price purchase order contract to Morningstar Inc., a leading financial services firm based in Chicago, Illinois. The contract provides the SEC with access to Morningstar's data products, including Morningstar Direct, investment holdings data, historical portfolio information, API research data, and annuity intelligence. This sole-source contract has a period of performance of one base year with four one-year option...
- 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,...
- The Securities and Exchange Commission (SEC) awarded a firm fixed price purchase order to Morningstar, Inc., a leading provider of independent investment research, for the provision of Morningstar API data. The $2,908,000.00 contract, which has no set-aside designation, will run through June 30, 2022. Morningstar has provided similar subscriptions and data services to other federal agencies such as the Department of the Treasury and Department of Labor to support market oversight, economic...
- The Securities and Exchange Commission (SEC) awarded a firm-fixed-price purchase order to Morningstar Inc., a for-profit organization, for a subscription to comprehensive environmental, social, and governance (ESG) data for domestic and foreign issuers, market indices, mutual funds, and exchange-traded funds. The contract, valued at $1,566,150.00, has an ultimate completion date of March 31, 2028. There is no set-aside designation for this award. Morningstar, a leading provider of independent...
- 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 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 subscription contracts by federal agencies such as the Department of the Treasury and the Securities and Exchange Commission to support financial analysis, market oversight, and regulatory compliance objectives.
Generated 3/22/24, 3:08 PM
Mod # | Description | ReasonForModification | Federal Obligation | Date |
|---|---|---|---|---|
| P00002 | Exercise an Option | $469.0k | 5/6/21 | |
| P00001 | Exercise an Option | $462.0k | 8/6/20 | |
| Not listed | Not listed | $450.8k | 9/26/19 |