JOFOC JETCS_Redacted.pdf

IRS Form (Rev. 6/21)

IRSAP 1006.3

Unit. In addition, IRS devoted nearly seven months configuring Thomson Reuters Tax Calculator software with the ECM Form 1040 Pega application. Any alternative mitigation to this proposed sole source award will set the IRS back by nearly a year in the effort to modernize legacy case management systems.

Thomson Reuters is a large business. However, the IRS selected Thomson Reuters for this proposed Bridge Contract because they are the manufacturer of the GoSystem Tax Calculator software (“1040 COTS”) currently integrated with ECM which delivers all critical computation capabilities required for 3,500 IRS Revenue Agents to process Form 1040 audit cases.

For Tax Calculation software, IRS requires the product to: (1) be cloud-based, (2) contain a User Interface that integrates with Pega Applications, and (3) possess APIs that compute complex Form 1040 tax calculations and (4) support all the related forms and schedules for Individual Income Tax.

B. DESCRIBE THE EFFORTS TAKEN TO ENSURE OFFERS WERE SOLICITED FROM AS MANY

POTENTIAL SOURCES AS IS PRACTICABLE, INCLUDING WHETHER A NOTICE WAS OR

WILL BE PUBLISHED AS REQUIRED BY FAR SUBPART 5.2 AND, IF NOT, WHICH

EXCEPTION UNDER FAR 5.202 APPLIES.

As Thompson Reuters is the manufacturer of this product that has an unexpected urgent need, they are the only logical source. The new solicitation package effort intends to solicit to as many potential sources as practicable. This justification will be posted to the Government Point of Entry (GPE) as required in FAR part 5.

C. DETERMINATION THAT THE ANTICIPATED COST TO THE GOVERNMENT WILL BE FAIR

AND REASONABLE.

The government has historical pricing for similar tax calculator solutions to utilize for price analysis and the Contracting Officer will determine price fair and reasonable prior to award.

IRSAP 1006.3

D. DESCRIBE THE MARKET RESEARCH THAT WAS CONDUCTED AND THE RESULTS OF

THAT SURVEY. IF ACTIONS WERE TAKEN BY PROCUREMENT PERSONNEL TO SATISFY

THIS REQUIREMENT (SUCH AS A GPE SOURCES SOUGHT SYNOPSIS), PLEASE SPECIFY.

Since this urgent award is being processed due to an unexpected termination of the existing contract, and since a new package will take several months to process from development to award, and since tax season will begin approximately January 2026, no further market research was complete, and no other contractors were contacted for this requirement.

E. DESCRIBE ANY OTHER FACTS TO SUPPORT THE JOFOC.

Unforeseen circumstances have forced this urgent need. The IRS has limited the PoP on this short-term solution to 6 months in order to provide time to get a permanent contractual solution in place.

F. LIST SOURCES, IF ANY, THAT EXPRESSED, IN WRITING, AN INTEREST IN THE

ACQUISITION.

No sources have expressed, in writing, an interest in the acquisition.

G. LIST THE ACTIONS THE BUREAU WILL TAKE TO REMOVE OR OVERCOME ANY BARRIERS

TO PROMOTE THE COMPETITION ON ANY SUBSEQUENT ACQUISITIONS FOR SIMILAR

SUPPLIES OR SERVICES.

The government will continue to utilize Requests for Information (RFI)/Sources Sought to identify vendors capable of providing required services and materials to the agency. The government will verify that the requirements do not utilize unneeded restrictive language, and competition will be utilized when market research and supporting RFI/Sources Sought findings support it.

H. STATEMENT THAT REQUIREMENT DOES NOT RESULT FROM A LACK OF PLANNING OR

THE EXPIRATION OF FUNDS.

This requirement does not result from a lack of planning or the expiration of funds.

IRSAP 1006.3