Bloomberg Corporate/Income Tax Software, Middleware, Support, and Training
Closed Pre-Solicitation Posted
- Solicitation number
- 5000197240
- Agency
-
Internal Revenue Service
Department of the Treasury
- Responses due
- Set-aside
- No set-aside
Opportunity facts
- NAICS code
- Not on record
- PSC
- Not on record
- Place of performance
- Washington, District of Columbia, United States
Notice details come from SAM.gov. Updated .
About this opportunity
The Internal Revenue Service (IRS), a civilian agency under the Department of the Treasury, is issuing a combined Request for Information (RFI) and Sources Sought Notice to identify potential vendors capable of providing Bloomberg Tax software products, middleware, support, and training services for the Large Business and International (LB&I) division's Individual and Corporate Tax Audit operations. The procurement seeks to continue utilizing tax software tools including Corporate Tax Analyzer (CTA), Income Tax Planner (ITP), and IMS Middleware (IMS M) to enhance audit efficiency, taxpayer engagement, and case resolution capabilities. Interested vendors must demonstrate relevant experience, capacity to integrate with existing IRS systems, and small business certifications if applicable. The notice solicits company information, capability descriptions, system integration abilities, pricing estimates, and full-time equivalent (FTE) requirements from potential sources. Responses to this pre-solicitation notice are due by October 24, 2025, providing a one-week window for interested parties to submit information.
This pre-solicitation notice uses no set-aside designation and indicates that Bloomberg Tax is the current incumbent provider, having supplied software solutions to the IRS for approximately 20 years. The Performance Work Statement specifies procurement of approximately 300 individual user license rights each for CTA and ITP software, along with approximately 600 User Technical Support Packages, with a base contract period of performance from April 1, 2026 through March 31, 2027, followed by four optional one-year extension periods extending through March 31, 2031. Contract requirements include software maintenance, upgrades, comprehensive technical support, and mandatory training consisting of yearly face-to-face sessions and quarterly virtual training for all licensed users. Vendors must meet rigorous security requirements for contractor employees, including background investigations and mandatory IT training in compliance with IRS security protocols. While specific budget information is not disclosed in this pre-solicitation phase, the scope encompasses software licensing for a significant user base over a five-year potential contract period.
Notice text
Combined Request for Information (RFI) and Sources Sought Notice for Tax Software Products to aid the Internal Revenue Service (IRS) with Individual and Corporate Tax Audits
This is a combined Request for Information (RFI), and Sources Sought Notice issued by the Internal Revenue Service. The purpose of this notice is to conduct market research to identify potential sources and gather information on industry capabilities to fulfill a requirement for tax software products inclusive of associated training and support as outlined in the attached DRAFT Performance Work Statement (PWS). The intent of this combined notice is twofold:
- To gather information on market capabilities, pricing, delivery, and other relevant data to assist in the development of an acquisition strategy.
- To identify potential sources, including small businesses, capable of meeting the requirements.
Currently, the IRS Large Business and International (LB&I) appeals business unit uses Bloomberg Tax software products - specifically Corporate Tax Analyzer (CTA) Income Tax Planner (ITP), and IMS Middleware (IMS M) software to complete Individual and Corporate Tax Audits in coordination and integration with several IRS tax systems. The products assist with working cases more efficiently and effectively, increasing taxpayer engagement, leveraging technology and data to resolve casework, and improving taxpayer communication/collaboration.
If your organization has the potential capacity to perform this contract requirement, please provide the following information in response to this notice:
- Company name, address, and point of contact information.
- Description of capabilities and experience relevant to the requirement.
- Description of abilities to integrate with existing IRS systems.
- Estimated pricing information, if applicable.
- Estimated # of full time equivalents (FTEs) to meet the requirement
- Indicate if your company is a SB, SDB, 8(a), HUBZone, woman-owned, veteran-owned, or SDVOSB.
- Indicate any existing contract vehicles (e.g., GSA Schedule, GWAC) that your company holds.
Responses must be submitted electronically to the following by 10/24/2025, 5:00 PM ET. Late submissions may not be considered.
- Louis Brown, Contract Specialist: louis.c.browniii@irs.gov
- Daniel Rapoport, Contracting Officer: daniel.s.rapoport@irs.gov
This notice is issued solely for information and planning purposes and does not constitute a solicitation or a promise to issue a solicitation in the future. Responses are voluntary. The government assumes no financial responsibility for any costs incurred. The government reserves the right to use information provided by respondents for any purpose deemed necessary and legally appropriate. Respondents are advised that the government is under no obligation to acknowledge receipt of the information received or provide feedback to respondents with respect to any information submitted.
Files
| File | Type | Posted |
|---|---|---|
| DRAFT PWS.pdf |
Similar open opportunities
| Opportunity | Agency | Set-aside | Responses due |
|---|---|---|---|
| Tax Software and Support | Internal Revenue Service | No set-aside |
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