15 Sole Source SF 1009_Redacted.pdf

This is a Department of Treasury SF 1009 Sole Source Justification form for a simplified acquisition threshold procurement. The requesting activity is the Internal Revenue Service (IRS) IT Office of Acquisition Strategy, and the contracting activity is the IRS Taxpayer Focused Support Division. The Government seeks to award a Firm Fixed Price contract with a base twelve-month period plus two twelve-month option years to Caseware USA, Inc. for the purchase of CaseWare IDEA (Interactive Data Extraction and Analysis) software.

CaseWare IDEA enables the IRS to acquire and analyze taxpayer data while improving audit integrity by importing and analyzing different formats of taxpayer data. The software is described as mission-critical, used by CFO staff for the ongoing GAO financial statement audit, and mandated for formatting data submissions to GAO. The justification cites brand-name and sole-source rationales, noting that Caseware developed and owns proprietary and patented hardware, software, and algorithms required for this acquisition, and that Caseware is the sole source provider no longer using third-party resellers. The software is reportedly the only solution in its class that is Section 508 compliant and compatible with the Government's network security requirements. The contracting officer, James Tryniak, approved the sole-source award determination under FAR 13.106-1(b)(1), determining that circumstances preclude competition and support solicitation as a brand-name requirement.