Administering Social Benefits through Tax Codes
ID: 25-06-A-PMOType: Special Notice
Overview

Buyer

TREASURY, DEPARTMENT OF THEINTERNAL REVENUE SERVICE

NAICS

Tax Preparation Services (541213)

PSC

SUPPORT- PROFESSIONAL: PROGRAM MANAGEMENT/SUPPORT (R408)

Set Aside

Total Small Business Set-Aside (FAR 19.5) (SBA)

Original Source

https://sam.gov/opp/2943ad1f509543209a551384b2fa6357/view
Timeline
    Description

    The Department of the Treasury, specifically the Internal Revenue Service (IRS), is seeking information from qualified firms to support a joint research project with the Taxpayer Advocate Service (TAS) focused on administering social benefits through the tax code. The initiative aims to evaluate the economic implications and administrability of various proposals related to social benefits, including the analysis of taxpayer demographics and the impact of changes to the Earned Income Tax Credit (EITC) structure. This project is critical for enhancing the effectiveness of social benefit delivery through the tax system and will involve data collection, statistical analysis, and the development of actionable policy recommendations. Interested parties must submit their responses to the Request for Information (RFI) by January 16, 2025, at 10 a.m., and can direct inquiries to Lori Wingrove at proc.apmo.mr@irs.gov.

    Point(s) of Contact
    Lori Wingrove
    proc.apmo.mr@irs.gov
    Files
    Title
    Posted
    25-06 IRS _TAS -A Wholistic Evaluation of Administer (1).docx
    The Internal Revenue Service (IRS) is seeking information through a Request for Information (RFI) concerning a joint research project with the Taxpayer Advocate Service (TAS) focused on administering social benefits via the tax code. This initiative aims to evaluate the economic implications and managing complexities of various proposals related to social benefits. Key objectives include analyzing taxpayer demographics, the impact of changes in the earned income tax credit (EITC) structure, challenges surrounding individual tax identification numbers (ITINs), and exploring ways to modernize benefit eligibility definitions. The government is particularly interested in firms that can supply subject matter experts to produce a detailed evaluation of existing IRS training materials and assist in the training of IRS personnel to enhance their capabilities in tax enforcement. Responses to the RFI are structured into two parts: company profile information and capability responses, due by January 16, 2025. The IRS emphasizes that this RFI is for information-gathering purposes and does not obligate the government to issue a solicitation or award a contract based on received responses.
    Attachment 3 RFI Response Template (1).xlsx
    The document outlines a Request for Information (RFI) regarding the administration of social benefits through the tax code, with a response deadline set for January 16, 2025, at 10 a.m. It states key requirements for company submissions, including company details, potential subcontracting opportunities, technical points of contact, applicable North American Industry Classification System (NAICS) codes, and a list of any existing governmentwide contracts awarded to the company. The request emphasizes the need for companies to identify their business classification and socio-economic status. The RFI also includes a technical capability section that prompts companies to respond to specific questions regarding their ability to administer social benefits effectively. Overall, the document seeks to collect pertinent information from interested companies to gauge their qualifications and readiness to engage in a contract related to social benefits administration. This aligns with the broader context of federal grants and RFPs, emphasizing transparency and competitive selection processes.
    PWS Draft 25-06-A-PMO-Taxpayer Advocate Service (TAS) Final 1.docx
    The Taxpayer Advocate Service (TAS) of the IRS is soliciting contractor support to design and implement a research initiative centered around administering social benefits through the tax system. The project seeks a comprehensive evaluation of the economic implications for taxpayers, particularly those utilizing Individual Taxpayer Identification Numbers (ITIN), and the administrability of potential legislative revisions. Key objectives include assessing the impact of ITIN policies, identifying changes for optimizing social benefits distribution, and modeling the economic effects of proposed adjustments like restructuring the Earned Income Tax Credit (EITC). The contractor will conduct data collection and advanced statistical analysis, develop actionable policy recommendations, and facilitate knowledge transfer sessions for TAS staff. The project spans a 12-month base period, with options for four additional years, outlining a structured approach to identify pain points in the current system and improve the integration of social benefits in tax administration. This initiative aims to provide stakeholders with insights to enhance the effectiveness of social benefit delivery through the tax code.
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    Administering Social Benefits through Tax Codes
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