Notice of Intent to Sole Source

The Department of Labor's Office of the Assistant Secretary for Administration and Management (OASAM) has issued a Special Notice of Intent to Sole Source a procurement for ProSystems FX Engagement software licenses and maintenance support. Specifically, the notice pertains to the Employee Benefits Security Administration's (EBSA) Office of the Chief Accountant's requirement for software used in reviewing ERISA-covered plan audits. The procurement is for 17 ProSystem FX Engagement Add Trial Balance/Workpaper licenses and 17 Knowledge Coach User licenses, covering a 12-month period from January 1, 2025 through December 31, 2025. CCH Incorporated has been identified as the sole source provider for these specialized software services, with the procurement justified under FAR 13.106-1(b). The software is critical for EBSA's ability to efficiently review audit workpapers from CPA firms performing ERISA-covered plan audits.

The primary objective of this sole source notice is to procure mission-critical software that enables the Department of Labor to effectively conduct regulatory oversight of ERISA-covered plan audits. Contractors interested in challenging the sole source determination must submit capabilities statements by December 23, 2024 at 8:00 AM EDT, demonstrating how alternative competition could benefit the government without causing delays or prohibitive costs. The contract will be firm-fixed-price and falls under the Software Publishers NAICS code 513210, with a $47 million size standard. Eligible contractors must provide clear evidence of their ability to meet the specific software requirements, which are uniquely fulfilled by CCH Incorporated's ProSystem FX Engagement software. The government will determine price reasonableness through historical data analysis and an Independent Government Cost Estimate (IGCE). Potential contractors should carefully review the detailed requirements and be prepared to show how their offering could potentially provide equivalent capabilities to the specified software solution.