Bloomberg Finance LP

Forecast Exercise of Option Updated

Agency
Solicitation expected
Estimated value
$2,000,000 to $4,900,000
Set-aside
8(a) Sole Source

Forecast facts

Anticipated award
Not on record
NAICS code
519290 Web Search Portals and All Other Information Services
Place of performance
NM
Forecast number
51861
Points of contact

Forecast details come from the GSA Acquisition Gateway. Agencies' dates and values are estimates.

About this forecast

The Department of the Interior will exercise an option under an existing contract to provide financial analysis information and tools for the Trust Operations Field office, with solicitation release estimated for December 31, 2026. The requirement includes seven financial analyst workstations, mobile devices, and supporting software built on the Bloomberg Terminal platform, incorporating Asset and Investment Manager (AIM) and Portfolio & Risk Analytics (PORT) tools to deliver real-time market data, portfolio management, and risk analytics for trust fund investment activities. This 8(a) sole-source award supports the Bureau of Trust Funds Administration's management of over 2,200 Tribal and 404,000 Individual American Indian fixed-income portfolios totaling more than $8.5 billion in trust assets.

The estimated award value ranges from $2 million to $4.9 million under a firm fixed-price contract structure. Performance takes place in New Mexico. Pamela Jurgensen, Director of Financial/Contract Management at BTFA, is the federal point of contact and can be reached at pamela_jurgensen@btfa.gov or +1 505-206-2141.

Forecast text

BTFA - Infrastructure - IT Management 010-000002634

This forecasted FY27 requirement will provide financial analysis information and tools for the Trust Operations Field office to support trust fund investment activities.

The contractor will furnish seven financial analyst workstations, mobile devices, and supporting software. The solution includes the Bloomberg Terminal platform—along with its Asset and Investment Manager (AIM) and Portfolio & Risk Analytics (PORT) tools—which deliver real‑time market data, portfolio management, and risk analytics used in BTFA investment operations.

These capabilities help manage over 2,200 Tribal and 404,000 Individual American Indian fixed‑income portfolios totaling more than $8.5 billion in trust assets.

This action is anticipated as an option exercise under an existing contract. This requirement supports Indian Affairs (IA) Bureau of Trust Funds Administration (BTFA).

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