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This Combined Synopsis/Solicitation opportunity from Department Of The Treasury was posted on February 4, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Caseware IDEA Software Licenses and Support

Closed
5000219731Federal

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The Internal Revenue Service (IRS) plans to award a sole source purchase order to Caseware USA Inc. for the procurement of 176 licenses of Caseware IDEA software, along with maintenance and customer support services. This software will enable IRS auditors to analyze taxpayer books and data across various formats, enhancing audit accuracy and integrity. The purchase will be conducted under the Simplified Acquisition Procedures in compliance with the Federal Acquisition Regulation (FAR) Part 13, and includes ongoing technical support and security patch updates throughout the contract. Although this is not a request for competitive proposals, vendors interested in providing equivalent software solutions are invited to submit capability statements by February 9, 2026, to demonstrate their ability to meet the IRS’s requirements. The contract is classified under NAICS code 423430, with a total small business set-aside under FAR 19.5, and is managed by the Department of the Treasury’s Office of IT Strategy and Modernization. The place of performance is in Texas, and all correspondence should be directed to the IRS contacts provided. Any information submitted will be used solely to determine whether a competitive procurement is necessary in the future, and the government will not reimburse costs associated with submission.

General Info

IRS awards sole source contract to Caseware USA for 176 IDEA software licenses, support included.

NAICS

423430 - Computer and Computer Peripheral Equipment and Software Merchant Wholesalers

Place of Performance

TX, 77084, USA

Set-Aside

SBA

Documents

3

IRS RFQ 5000219731 Caseware IDEA Software Licenses

PDF, High priority: read this first94 pages · rfq
High

Sole Source Justification SF 1009 for Caseware Software Acquisition

PDF, High priority: read this firstjustification-and-authorization
High

IRS Notice of Intent Sole Source Caseware IDEA Software Licenses

PDF, Low priority1 page · sources-sought
Low

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Timeline

PhaseClosed
Posted

Combined Synopsis

Response Deadline

Deadline has passed

Submission Closed

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Organization & Contact Information

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AgencyDepartment Of The Treasury → It Strategy And Modernization
Contacts2 people available
OfficeWashington, DC, 20224, USA
Office AddressWashington, DC, 20224, USA

Full Description

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The Internal Revenue Service (IRS) intends to award a sole source purchase order to Caseware USA  Inc. for the acquisition of Caseware IDEA software licenses. The purchase order will be made using procurement procedures in accordance with Federal Acquisition Regulation (FAR) FAR Part 13 Simplified Acquisition Procedures. The vendor must provide software licenses and related support that provide/meet the following requirements:


The vendor shall provide 176 software licenses that allow IRS auditors to analyze taxpayer books and records, acquire taxpayer data, perform analysis on the taxpayer data, and improve audit integrity. The software licenses must also allow IRS auditors to import and to analyze different formats of taxpayer data and allow auditors to fully and comprehensively examine taxpayer data. The vendor also must provide maintenance and customer support for technical issues and security patch updates throughout the life of the purchase order.


This notice is published for informational purposes only. This is not a request for competitive proposals. Potential sources and interested parties who believe they can provide the service above are invited to submit a capability package in writing to louis.c.browniii@irs.gov no later than 4:00 PM EST February 9, 2026.


It is your responsibility to demonstrate how your company is capable of providing the same functionality that exists with the services mentioned above. The Government will not seek additional information from your company if you fail to provide sufficient evidence of having a service capable of meeting the Government's needs. Information received will normally be considered solely for determining whether to conduct a competitive procurement in the future.


The Government will not cover any costs for any information or inquiry submitted as a result of this notice. The North American Industry Classification System Code (NAICS) for this acquisition is 423430. The small business size standard is 250 Employees.
 

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