Notice_of_Intent_to_Sole_Source.pdf
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- NOTICE OF INTENT TO SOLICIT FROM A SOLE SOURCE
- Solicitation number
- DOIDFBO250007
About this file
This document is a Notice of Intent to Solicit from a Sole Source, issued by the Department of the Interior (DOI), Acquisition Services Directorate (AQD), Interior Business Center (IBC), on behalf of the Bureau of Trust Funds Administration (BTFA). DOI intends to negotiate a sole source contract with Bloomberg Finance L.P. to provide high-quality financial analysis information and tools, including Bloomberg Anywhere and the Bloomberg Asset and Investment Manager (AIM) Enterprise system, to support BTFA's fixed asset management and investment needs. The scope includes seven financial analyst workstations, mobile devices, and supporting software. The NAICS code is 519290 with a small business size standard of 1,000 employees. AQD anticipates awarding a firm-fixed-price purchase order to Bloomberg in Q1 FY 2025. Interested parties have until November 12, 2024, at 3:00 PM ET to identify their capability to meet the requirements.
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Text version
United States Department of the Interior
INTERIOR BUSINESS CENTER
Washington, DC 20240
NOTICE OF INTENT TO SOLICIT FROM A SOLE SOURCE
DOIDFBO250007
Title: Financial Analysis Information Tools and Services
Issue Date: October 31, 2024
Response Due Date: November 12, 2024 @ 3:00 PM, Eastern Standard Time (ET)
THIS IS A SOLE SOURCE NOTICE ONLY. THIS IS NOT A REQUEST FOR QUOTE (RFQ)
OR A REQUEST FOR PROPOSAL (RFP). THIS DOES NOT CONSTITUTE A
SOLICITATION AND SHALL NOT BE CONSTRUED AS A COMMITMENT BY THE
GOVERNMENT.
Issued by: This Notice of Intent to Solicit from a Sole Source is being issued by the Department of the Interior (DOI), Acquisition Services Directorate (AQD), Interior Business Center (IBC), on behalf of the Bureau of Trust Funds Administration (BTFA).
Requirement: DOI, IBC, AQD on behalf of BTFA, intends to negotiate with Bloomberg Finance L.P.
on a sole source basis under the authority of FAR Subpart 13.105(a) - Only one responsible source and no other supplies or services will satisfy agency requirements, to implement the following:
BTFA is intending to procure high-quality financial analysis information and tools to support the fixed asset management comprised of proprietary terminals and computer software.
Under BTFA is the Office of Trust Funds Investments (OTFI). The OTFI meets the investment needs of Indian beneficiaries through prudent management of Trust financial assets. OTFI is responsible for investment of approximately $8.8 billion in Trust assets. Assets are managed in-house by experienced portfolio managers who are skilled investment professionals.
The scope of this work includes seven financial analyst workstations, mobile devices and the supporting software. The investments are primarily fixed income securities as mandated by BTFA’s investment authority 25 USC 162(a).
Bloomberg Anywhere and Terminal: The solution provider shall provide access to Bloomberg Anywhere (Deliverable A001) for seven (7) financial analysts utilizing mobile devices and terminals.
Bloomberg Anywhere Terminal Service is a computer software system provided by the financial data vendor Bloomberg Finance L.P. that enables professionals in the financial services sector to access, monitor, and analyze real time financial market data and place trade. The system also provides news, prices quotes and messaging across its proprietary secure network. The Bloomberg Anywhere Terminal Service is needed to provide industry standard broker/dealer access for Seven (7) Financial Analysts within The Office of Trust Funds Investments (OTFI)/BTFA.
Asset and Investment Manager (AIM) Enterprise: Bloomberg AIM Enterprise + Integration Solutions is also a computer software system provided by Bloomberg. The AIM system offers market risk tools to help manage and measure market-related risk exposures and portfolio analytics for characteristic reports, performance attribution and stress testing. AIM will also monitor and ensure that BTFA will be compliant with its investment policy. In addition, AIM will provide access to electronic data, security position and transaction storage. Currently BTFA stores documents in paper form and AIM would give the government the ability to transition to electronic storage. AIM shall utilize the already existing Bloomberg Anywhere terminals within OTFI.
The NAICS Code is 519290 – “Web Search Portals and All Other Information Services” with services related to specific financial information tools and services activities at BTFA. The small business size standard is $1,000 employees. AQD anticipates negotiating and awarding a firm-fixed-price purchase order to Bloomberg Finance L.P. in the first quarter of Fiscal Year 2025. Interested parties that believe they could satisfy the requirements listed above for BTFA may clearly and unambiguously identify their capability to do so in writing on or before the response date for this notice.
This notice of intent is not a solicitation. Information submitted in response to this notice will be used solely to determine whether competitive procedures could be used for this acquisition. All responses to this notice of intent must be submitted to Megan_Trostle@ibc.doi.gov so that they are received no later than November 12, 2024, at 3:00 PM ED.
[End of Notice of Intent to Solicit From a Sole Source]
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