Caseware IDEA Software Licenses and Support
Closed Solicitation Posted
- Solicitation number
- 5000219731
- Agency
-
Internal Revenue Service
Department of the Treasury
- Responses due
- Set-aside
- Total Small Business
Opportunity facts
- PSC
- 7E20 IT and Telecom - End User: Help Desk;Tier 1-2,Workspace,Print,Output,Productivity Tools (HW/Perp SW)
- Place of performance
- Texas 77084, United States
Notice details come from SAM.gov. Updated .
About this opportunity
The Internal Revenue Service is seeking to procure 176 Caseware IDEA software licenses through a sole-source acquisition under FAR Part 13 Simplified Acquisition Procedures. The software enables IRS auditors to analyze taxpayer books and records, acquire and analyze taxpayer data in multiple formats, and improve audit integrity through comprehensive data examination. The procurement requires the vendor to provide maintenance and customer support for technical issues and security patch updates throughout the contract period. The IRS has justified this as a sole-source award based on Caseware USA Inc.'s proprietary and patented technology, Section 508 compliance, compatibility with Government network security requirements, and position as the only solution in its class meeting these specifications. Interested parties who believe they can provide equivalent functionality are invited to submit capability packages demonstrating their capacity to meet these requirements to louis.c.browniii@irs.gov by 4:00 PM EST on February 9, 2026, with technical questions due by February 6, 2026. The Government will use submissions solely to determine whether to conduct competitive procurement in the future and will not reimburse costs for submitted information.
This acquisition is designated as a Total Small Business set-aside with a WOSB (Women-Owned Small Business) procurement component, and the potential incumbent is Caseware USA Inc. The contract will be awarded on a Firm Fixed Price basis for a 12-month base period beginning February 21, 2027, with two optional 12-month renewal periods extending through February 20, 2029, with deliverables due within 48 hours of award. Required support services include Monday through Friday, 9:00 AM to 5:00 PM EST technical assistance via telephone and email, access to an online e-support center, and all patches and maintenance releases at no additional cost beyond annual maintenance fees. The successful offeror must be an authorized reseller of Caseware IDEA products (version 13.1) and comply with extensive FISMA requirements, IRS security controls per Publication 4812, Federal Tax Information safeguards, and mandatory employee security training. Performance of work will take place in Houston, TX 77084, and the NAICS code for this acquisition is 423430 (Computer and Computer Peripheral Equipment and Software Merchant Wholesalers) with a small business size standard of 250 employees.
Notice text
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.
Files
| File | Type | Posted |
|---|---|---|
| 15 Notice of Intent Sole Source SAM.pdf | ||
| 15 Caseware IDEA RFQ Solicitation.pdf | ||
| 15 Sole Source SF 1009_Redacted.pdf |
On GovTribe
Work this opportunity
- Track it in your pipeline
- Find teaming partners
- Similar opportunities
- Ask GovTribe AI about this opportunity