Caseware IDEA Software Licenses and Support

Other / Unclassified (Notice of Intent to Award Sole Source)

This document is a Notice of Intent from the Internal Revenue Service (IRS) to award a sole source purchase order to Caseware USA Inc. for the acquisition of 176 Caseware IDEA software licenses and related support. The software is intended to enable IRS auditors to analyze taxpayer books and records, acquire and analyze taxpayer data, and improve audit integrity. The vendor is also required to provide maintenance, customer support, and security patch updates throughout the life of the purchase order.

This notice is for informational purposes only and is not a request for competitive proposals. However, potential sources and interested parties who believe they can provide the same services are invited to submit a capability package. This package must demonstrate the company's ability to meet the specified requirements and should be submitted in writing to louis.c.browniii@irs.gov no later than 4:00 PM EST on February 9, 2026. Information received will be considered solely for determining whether to conduct a competitive procurement in the future. The NAICS code for this acquisition is 423430, with a small business size standard of 250 Employees.

Sole Source Justification

This document is a Sole Source Justification (SF 1009) for acquiring brand-name items from Caseware USA, Inc. The requiring activity is the IRS IT Office of Acquisition Strategy, and the contracting activity is IRS Taxpayer Focused Support Division. The purpose is to award a Firm Fixed Price contract for Caseware IDEA software.

• Purchase of Caseware IDEA (Interactive Data Extraction and Analysis) software.

• The software is used to acquire, analyze taxpayer data, and improve audit integrity.

• It is critical for formatting data for submission to the GAO and for completing the IRS financial statement audit.

• The software is mandated by GAO, is the only one in its class that is Section 508 compliant, and is compatible with network security requirements.

• Contract Type: Firm Fixed Price, Base + 2 Option Years.

• Period of Performance: One 12-month base period and two 12-month option periods.

• Need Date: Specified in the document (redacted).

• Requisition Number: 5000219731.

This document is a justification for a sole source acquisition, not a solicitation. Therefore, proposal submission and evaluation details are not applicable.

• Vendor: Caseware USA, Inc.

• Business Size: WOSB (Woman-Owned Small Business).

• Justification for Sole Source: The proposed contractor developed and owns the proprietary and patented hardware, software, and algorithms. Caseware is the sole source provider for this software, and no longer uses third-party resellers.

• Procurement history indicates current use of this software for past years.

• The software is considered mission-critical by the CFO staff.

Solicitation / RFP / RFQ

This Request for Quote (RFQ) from the Internal Revenue Service (IRS) seeks to acquire Caseware IDEA software licenses. These licenses are used by Computer Audit Specialists to analyze taxpayer data, improve audit integrity, and acquire taxpayer data. The IRS anticipates awarding a sole source, Firm Fixed Price contract for these licenses.

• Procurement of Caseware IDEA software licenses, maintenance, and customer support.

• Provision of 176 licenses for the Caseware IDEA Standalone License (v13.1) for a 12-month base period and two 12-month option periods.

• Software license and maintenance/customer support for technical issues and security patch updates.

• Service Level Maintenance Software Support including telephone and email support, access to an online e-support center, and provision of patches, maintenance, and major releases.

• Compliance with Section 508 of the Rehabilitation Act and accessibility requirements.

• Offerors must be authorized sellers/resellers of the required supplies and/or services.

• Contract Type: Firm Fixed Price Delivery Order (DO).

• Period of Performance: One (1) 12-month base period and two (2) 12-month option periods.

  • Base Period: 02/21/2026 – 02/20/2027
  • Option Period 1: 02/21/2027 – 02/20/2028
  • Option Period 2: 02/21/2028 – 02/20/2029

• NAICS Code: 423430

• Size Standard: 250 Employees

• Quotes must be submitted electronically via email to louis.c.browniii@irs.gov.

• Quote Submission Deadline: On or before 4 PM ET, February 9, 2026.

• Questions Deadline: On or before 4 PM ET, February 6, 2026.

• Award will be made based on FAR 13.106-1(b), evaluating quotes without discussions, based on the most advantageous proposal considering price and other factors.

• Quote submittals must include: Solicitation number, Entity UEI Number, applicable discounts, POC name/address/telephone.

• This acquisition is set aside 100% for North American Industry Classification Standard (NAICS) 423430.

• Offerors must be authorized sellers/resellers.

• The IRS intends to issue a Brand Name, Firm Fixed Price, Delivery Order (DO) for Caseware IDEA software licenses, maintenance, and customer support against a General Services Administration (GSA) Schedule or NASA SEWP contract.

• Invoices must be submitted via the Invoice Processing Platform (IPP) at www.ipp.gov.