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Notice ID: f50944123373423a8aa48521bc18c4f6Combined Synopsis/Solicitation

Caseware IDEA Software Licenses and Support

Archived on February 24, 2026. Combined Synopsis/Solicitation posted by TREASURY, DEPARTMENT OF THE (INTERNAL REVENUE SERVICE) on February 4, 2026. Solicitation 5000219731.

NAICS 423430 (Computer and Computer Peripheral Equipment and Software Merchant Wholesalers). Set-aside: Total Small Business Set-Aside (FAR 19.5). Place of performance: Texas. Original response deadline: . Full description on SAM.gov.

Description

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.
 

Full description on SAM.gov

Overview

Agency:
Department of the TreasuryINTERNAL REVENUE SERVICE
Office:IT STRATEGY AND MODERNIZATION
Posted:February 4, 2026
NAICS:423430: Computer and Computer Peripheral Equipment and Software Merchant Wholesalers
Last Updated:Aug 21, 2026
PSC:7E20: IT and Telecom - End User: Help Desk; Tier 1-2, Workspace, Print, Productivity Tool (HW/Perpetual SW)
Response Deadline:
Set-Aside:Total Small Business Set-Aside (FAR 19.5)
Type:Combined Synopsis/Solicitation
Place of Performance:Texas, 77084

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Combined Synopsis/SolicitationINTERNAL REVENUE SERVICEFeb 4, 2026323.07 KB
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Combined Synopsis/SolicitationINTERNAL REVENUE SERVICEFeb 4, 20261.97 MB

Lifecycle

Solicitation:5000219731
  1. Combined Synopsis
  1. Combined SynopsisCurrentFeb 4, 2026

    Caseware IDEA Software Licenses and Support

    Notice f50944123373423a8aa48521bc18c4f6 on SAM.gov

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Naval Surface Warfare Center Indian Head Division (NSWC IHD), located in Indian Head, Maryland, is interested in establishing Blanket Purchase Agreements (BPAs) with companies that provide standard commercial supplies and services at competitive prices in Classification: PSC/FSC Code 7E20, NAICS 423430, IT and Telecom - End User: Help Desk; Tier 1-2, Workspace, Print, Productivity Tool (HW/Perpetual SW) BPA Calls will not exceed the Simplified Acquisition Threshold and Offerors will compete at the call level. Interested companies must (have/include): Cover sheet with the official company name, cage code, and point of contact including name, phone number, and email address. Documentation addressing the capabilities and expertise. Complete and return a price list, if applicable. BPA's will be awarded on the basis of positive Past Performance. Interested vendors should provide a minimum of three Past Performance References (attached). The Past Performance references shall include name of the business/organization, address, and contract /order number, and award amount, point of contact, telephone number and description of the item. The Past Performance will be evaluated based upon Customer Satisfaction, Timeliness, Technical Success, Program Management, and Quality. The government reserves the right to use additional references if available. An active account in the Procurement Integrated Enterprise Environment (PIEE formerly WAWF) at https://pieef.eb.mil to enter invoices and receiving reports, or credit card as a method of payment. An active account in System for Award Management (SAM https://www.sam.gov) Important Notes: *This is a small business set-aside. If you possess a GSA contract, please note your GSA contract number in your response. *Vendors who are found to have technical and past performance merit will be issued a Master BPA to be able to bid on future requirements. *Price lists and catalog prices can be provided as they may help with direct award under the $10k threshold. UPATED 9/30/2024 The Government is updating the required submission deadlines and changing the award dates. The following is the new guidelines: The Government intends to issue Master BPAs on a 6-month rotation through June 2029. To be considered for a June award, Interested Vendors should provide documentation and references to my email, rebecca.m.collins17.civ@us.navy.mil, no later than 30 April. For a December award, interested vendors should provide documentation and references by email to rebecca.m.collins17.civ@us.navy.mil no later than 31 October. PREVIOUS DATES *The Government intends to issue Master BPAs on 6 month rotation through February 2029. To be considered for a February award, interested vendors should provide documentation and references by email to rebecca.m.collins17.civ@us.navy.mil no later than 31 December. For an August award, interested vendors should provide documentation and references by email to rebecca.m.collins17.civ@us.navy.mil no later than 30 June. *The Government reserves the right to consider past performance information available from other sources, including, but not limited to, information in the Contractor Performance Assessment Reporting System (CPARS), the Past Performance Information Retrieval System (PPIRS https://www.ppirs.gov), and the Federal Awardee Performance and Integrity Information System (FAPIIS). The Points of Contact for this request are: Rebecca Collins- rebecca.m.collins17.civ@us.navy.mil Brandi Sorzano – brandi.l.sorzano.civ@us.navy.mil TPOC/TAS – (Normary Camachocardo) – normary.camachocardo@navy.mil **Attachments** All announcements should include 3 Past Performance Reference. (Sheet attached). ***AMENDMENT 0001*** At this time, IHD is pausing the rolling admissions process for additional BPA vendors. If your company submitted a package for evaluation, when the rolling admissions process is reopened, your company will be afforded an opportunity to submit a new package or resend your prior package for consideration. Our IHD team is exploring opportunities to automate the BPA interest and evaluation process. We look forward to sharing the new process enhancements with you in the future. Please do not contact the individuals listed below regarding the BPA status or process at this time. Our IHD_BPA@us.navy.mil inbox will be used for all future inquiries.
Combined Synopsis423430Total Small Business Set-Aside09/22/202611/11/2028Indian Head, MD
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Naval Surface Warfare Center Indian Head Division (NSWC IHD), located in Indian Head, Maryland, is interested in establishing Blanket Purchase Agreements (BPAs) with companies that provide standard commercial supplies and services at competitive prices in Classification: PSC/FSC Code 7E20, NAICS 423430, IT and Telecom - End User: Help Desk; Tier 1-2, Workspace, Print, Productivity Tool (HW/Perpetual SW) BPA Calls will not exceed the Simplified Acquisition Threshold and Offerors will compete at the call level. Interested companies must (have/include): Cover sheet with the official company name, cage code, and point of contact including name, phone number, and email address. Documentation addressing the capabilities and expertise. Complete and return a price list, if applicable. BPA's will be awarded on the basis of positive Past Performance. Interested vendors should provide a minimum of three Past Performance References (attached). The Past Performance references shall include name of the business/organization, address, and contract /order number, and award amount, point of contact, telephone number and description of the item. The Past Performance will be evaluated based upon Customer Satisfaction, Timeliness, Technical Success, Program Management, and Quality. The government reserves the right to use additional references if available. An active account in the Procurement Integrated Enterprise Environment (PIEE formerly WAWF) at https://pieef.eb.mil to enter invoices and receiving reports, or credit card as a method of payment. An active account in System for Award Management (SAM https://www.sam.gov) Important Notes: *This is a small business set-aside. If you possess a GSA contract, please note your GSA contract number in your response. *Vendors who are found to have technical and past performance merit will be issued a Master BPA to be able to bid on future requirements. *Price lists and catalog prices can be provided as they may help with direct award under the $10k threshold. UPATED 9/30/2024 The Government is updating the required submission deadlines and changing the award dates. The following is the new guidelines: The Government intends to issue Master BPAs on a 6-month rotation through June 2029. To be considered for a June award, Interested Vendors should provide documentation and references to my email, rebecca.m.collins17.civ@us.navy.mil, no later than 30 April. For a December award, interested vendors should provide documentation and references by email to rebecca.m.collins17.civ@us.navy.mil no later than 31 October. PREVIOUS DATES *The Government intends to issue Master BPAs on 6 month rotation through February 2029. To be considered for a February award, interested vendors should provide documentation and references by email to rebecca.m.collins17.civ@us.navy.mil no later than 31 December. For an August award, interested vendors should provide documentation and references by email to rebecca.m.collins17.civ@us.navy.mil no later than 30 June. *The Government reserves the right to consider past performance information available from other sources, including, but not limited to, information in the Contractor Performance Assessment Reporting System (CPARS), the Past Performance Information Retrieval System (PPIRS https://www.ppirs.gov), and the Federal Awardee Performance and Integrity Information System (FAPIIS). The Points of Contact for this request are: Rebecca Collins- rebecca.m.collins17.civ@us.navy.mil Brandi Sorzano – brandi.l.sorzano.civ@us.navy.mil TPOC/TAS – (Normary Camachocardo) – normary.camachocardo@navy.mil **Attachments** All announcements should include 3 Past Performance Reference. (Sheet attached).
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Naval Surface Warfare Center Indian Head Division (NSWC IHD), located in Indian Head, Maryland, is interested in establishing Blanket Purchase Agreements (BPAs) with companies that provide standard commercial supplies and services at competitive prices in Classification: PSC/FSC Code 7E20, NAICS 423430, IT and Telecom - End User: Help Desk; Tier 1-2, Workspace, Print, Productivity Tool (HW/Perpetual SW) BPA Calls will not exceed the Simplified Acquisition Threshold and Offerors will compete at the call level. Interested companies must (have/include): Cover sheet with the official company name, cage code, and point of contact including name, phone number, and email address. Documentation addressing the capabilities and expertise. Complete and return a price list, if applicable. BPA's will be awarded on the basis of positive Past Performance. Interested vendors should provide a minimum of three Past Performance References (attached). The Past Performance references shall include name of the business/organization, address, and contract /order number, and award amount, point of contact, telephone number and description of the item. The Past Performance will be evaluated based upon Customer Satisfaction, Timeliness, Technical Success, Program Management, and Quality. The government reserves the right to use additional references if available. An active account in the Procurement Integrated Enterprise Environment (PIEE formerly WAWF) at https://pieef.eb.mil to enter invoices and receiving reports, or credit card as a method of payment. An active account in System for Award Management (SAM https://www.sam.gov) Important Notes: *This is a small business set-aside. If you possess a GSA contract, please note your GSA contract number in your response. *Vendors who are found to have technical and past performance merit will be issued a Master BPA to be able to bid on future requirements. *Price lists and catalog prices can be provided as they may help with direct award under the $10k threshold. UPATED 9/30/2024 The Government is updating the required submission deadlines and changing the award dates. The following is the new guidelines: The Government intends to issue Master BPAs on a 6-month rotation through June 2029. To be considered for a June award, Interested Vendors should provide documentation and references to my email, rebecca.m.collins17.civ@us.navy.mil, no later than 30 April. For a December award, interested vendors should provide documentation and references by email to rebecca.m.collins17.civ@us.navy.mil no later than 31 October. PREVIOUS DATES *The Government intends to issue Master BPAs on 6 month rotation through February 2029. To be considered for a February award, interested vendors should provide documentation and references by email to rebecca.m.collins17.civ@us.navy.mil no later than 31 December. For an August award, interested vendors should provide documentation and references by email to rebecca.m.collins17.civ@us.navy.mil no later than 30 June. *The Government reserves the right to consider past performance information available from other sources, including, but not limited to, information in the Contractor Performance Assessment Reporting System (CPARS), the Past Performance Information Retrieval System (PPIRS https://www.ppirs.gov), and the Federal Awardee Performance and Integrity Information System (FAPIIS). The Points of Contact for this request are: Rebecca Collins- rebecca.m.collins17.civ@us.navy.mil Brandi Sorzano – brandi.l.sorzano.civ@us.navy.mil TPOC/TAS – (Normary Camachocardo) – normary.camachocardo@navy.mil **Attachments** All announcements should include 3 Past Performance Reference. (Sheet attached).
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Naval Surface Warfare Center Indian Head Division (NSWC IHD), located in Indian Head, Maryland, is interested in establishing Blanket Purchase Agreements (BPAs) with companies that provide standard commercial supplies and services at competitive prices in Classification: PSC/FSC Code 7E20, NAICS 423430, IT and Telecom - End User: Help Desk; Tier 1-2, Workspace, Print, Productivity Tool (HW/Perpetual SW) BPA Calls will not exceed the Simplified Acquisition Threshold and Offerors will compete at the call level. Interested companies must (have/include): Cover sheet with the official company name, cage code, and point of contact including name, phone number, and email address. Documentation addressing the capabilities and expertise. Complete and return a price list, if applicable. BPA's will be awarded on the basis of positive Past Performance. Interested vendors should provide a minimum of three Past Performance References (attached). The Past Performance references shall include name of the business/organization, address, and contract /order number, and award amount, point of contact, telephone number and description of the item. The Past Performance will be evaluated based upon Customer Satisfaction, Timeliness, Technical Success, Program Management, and Quality. The government reserves the right to use additional references if available. An active account in the Procurement Integrated Enterprise Environment (PIEE formerly WAWF) at https://pieef.eb.mil to enter invoices and receiving reports, or credit card as a method of payment. An active account in System for Award Management (SAM https://www.sam.gov) Important Notes: *This is a small business set-aside. If you possess a GSA contract, please note your GSA contract number in your response. *Vendors who are found to have technical and past performance merit will be issued a Master BPA to be able to bid on future requirements. *Price lists and catalog prices can be provided as they may help with direct award under the $10k threshold. UPATED 9/30/2024 The Government is updating the required submission deadlines and changing the award dates. The following is the new guidelines: The Government intends to issue Master BPAs on a 6-month rotation through June 2029. To be considered for a June award, Interested Vendors should provide documentation and references to my email barbara.j.grinder.civ@us.navy.mil no later than 30 April. For a December award, interested vendors should provide documentation and references by email to Barbara.j.grinder.civ@us.navy.mil no later than 31 October. PREVIOUS DATES *The Government intends to issue Master BPAs on 6 month rotation through February 2029. To be considered for a February award, interested vendors should provide documentation and references to by email to Barbara.j.grinder.civ@us.navy.mil no later than 31 December. For an August award, interested vendors should provide documentation and references by email to Barbara.j.grinder.civ@us.navy.mil no later than 30 June. *The Government reserves the right to consider past performance information available from other sources, including, but not limited to, information in the Contractor Performance Assessment Reporting System (CPARS), the Past Performance Information Retrieval System (PPIRS https://www.ppirs.gov), and the Federal Awardee Performance and Integrity Information System (FAPIIS). The Points of Contact for this request are: Barbara Grinder – Barbara.j.grinder.civ@us.navy.mil Brandi Sorzano – brandi.l.sorzano.civ@us.navy.mil TPOC/TAS – (Normary Camachocardo) – normary.camachocardo@navy.mil **Attachments** All announcements should include 3 Past Performance Reference. (Sheet attached).
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Additional Details

Solicitation Number

5000219731

Archive Date

Feb 24, 2026

Office Address

Washington, DC, 20224