Electronic Tax Research

SOL #: OCPOJustificationSole Source

Overview

Buyer

Treasury
Internal Revenue Service
DEPT OF TREASURY IRS
KEARNEYSVILLE, WV, 25430, United States

Place of Performance

Place of performance not available

NAICS

Software Publishers (513210)

PSC

End User Client Computing Delivered As A Service. Includes Software And Support Tools Delivered As A Service Contract And Used For End User Support Such As Tier 1 And 2 Help/Service Desk, Deskside Support, Adds/Moves/Changes, Workspace Technical Support, Audio/Video (A/V, Vtc) Conferencing, And Print Services. A/V And Vtc Include Services Typically Used In Conference Rooms And Dedicated Telepresence Rooms To Enable Workforce Communications. Print Services Include Managed Print Services (Mps) For Multifunction Printers (Print, Scan, Fax, Copy), And Other Central Printing Or Output Support Services. Workspace Includes Desktop As A Service (Daa S) And Workspace As A Service (Waa S) Delivered Via Public Cloud Or 3rd Party Providers. Client Compute Equipment Provisioned By Service Contract. Also Includes Client Related Productivity Software Accessed As A Service (Saa S), Used To Author, Create, Collaborate And Share Documents And Other Content. (DE10)

Set Aside

No set aside specified

Timeline

1
Posted
May 5, 2026

Qualification Details

Fit reasons
  • NAICS alignment with historical contract wins in similar service areas.
  • Scope strongly matches core technical capabilities and delivery model.
Risks
  • Past performance thresholds may require one additional teaming partner.
  • Potential clarification needed on staffing minimums before bid/no-bid.
Next steps

Validate eligibility requirements, assign capture owner, and schedule partner outreach to confirm teaming strategy before submission planning.

Quick Summary

The Internal Revenue Service (IRS), under the Department of the Treasury, has issued a Sole Source Justification for the procurement of Electronic Tax Research services. This justification, identified as a Treasury Standard Form - 1013, is for a bridge contract to acquire commercial off-the-shelf (COTS) tax software and support services from Bloomberg Industry Group. The purpose is to ensure continuity of operations for critical electronic tax research functionalities, including Corporate Tax Analyzer (CTA), Income Tax Planner (ITP), and IMS Middleware (IMS M) software.

Scope of Work

This action covers the provision of COTS tax software and associated support services essential for the IRS LB&I division's electronic tax research needs. The specific software components include Corporate Tax Analyzer (CTA), Income Tax Planner (ITP), and IMS Middleware (IMS M).

Contract & Timeline

  • Type: Sole Source Justification (for a bridge contract)
  • Product Service Code: DE10 (End User Client Computing Delivered As A Service)
  • Set-Aside: None specified
  • Published: May 5, 2026

Future Procurement & Market Research

While this specific action is a sole source justification for a bridge contract, the document explicitly states that it is part of a larger effort to procure these services competitively. The IRS is actively conducting market research for an upcoming competitive procurement of electronic legal research services. This research includes Requests for Information (RFI), industry outreach, and market analysis to inform the acquisition strategy and requirements for the future solicitation. The agency is refining requirements to focus on essential functionalities and developing a comprehensive training and change management plan to address potential barriers to switching providers. The competitive solicitation for the long-term contract is expected to be issued after thorough market research and acquisition planning.

Contact Information

People

Points of Contact

Waquine ThornePRIMARY
waquine.j.thorne@irs.gov

Files

Files

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Versions

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Justification
Posted: May 5, 2026
Electronic Tax Research | GovScope