Preparation of Original Issue Discount (OID) Tables for IRS Publication 1212
ID: 25-43_APMO_Preparation_of_Original_Issue_Discount(OID)_Tables_for_IRS_Publication_1212Type: Sources Sought
Overview

Buyer

TREASURY, DEPARTMENT OF THEINTERNAL REVENUE SERVICEIRS - WASHINGTON DCWASHINGTON, DC, 20224, USA

NAICS

Offices of Certified Public Accountants (541211)

PSC

SUPPORT- MANAGEMENT: ACCOUNTING (R703)

Set Aside

8(a) Sole Source (8AN)

Original Source

https://sam.gov/opp/4ef0a7aa3bda471aacde2dee2eb99dbd/view
Timeline
    Description

    The Department of the Treasury, specifically the Internal Revenue Service (IRS), is seeking qualified firms to prepare Original Issue Discount (OID) Tables for IRS Publication 1212. The contractor will be responsible for managing an OID data repository, correcting discrepancies with issuers, calculating OID accruals, and producing annual tables that are essential for compliance by financial institutions, brokers, and taxpayers. This initiative is crucial for ensuring accurate reporting of OID instruments, thereby enhancing taxpayer services and regulatory compliance. Interested parties must submit a capabilities statement by 4:00 PM ET on August 20, 2025, to Jonathan Brown at Jonathan.L.Brown@irs.gov or Deric Patton at Deric.C.Patton@IRS.gov, as this opportunity is designated as an 8(a) Sole Source procurement under NAICS code 541211.

    Point(s) of Contact
    Jonathan Brown
    Jonathan.L.Brown@irs.gov
    Deric Patton
    Deric.C.Patton@IRS.gov
    Files
    Title
    Posted
    25-43 OID Tables RFI Response (Attachment 2).xlsx
    The document is a Request for Information (RFI) regarding the preparation of Original Issue Discount (OID) Tables for IRS Publication 1212, with a response deadline set for August 20, 2025. It outlines the requirements for potential vendors, emphasizing company background information and technical capabilities. Key areas of focus include the company’s experience with OID tables, software tools used for financial calculations, and methods for ensuring data integrity and compliance with federal standards. Vendors are asked to respond to specific questions about their processes for meeting deadlines, quality assurance measures, identification of issues during production, and their approach to cost estimation for the services detailed in the Statement of Work (SOW). Additionally, feedback on the appropriateness of selected Product Service Code (PSC) and NAICS codes, as well as any concerns regarding the IRS’s requirements or potential cost drivers, is requested. Essentially, the document seeks to gather information from companies that could potentially support the government in preparing OID tables, ensuring they meet necessary regulatory standards and operational goals. This RFI serves as a platform to assess interest and capability among potential contractors before proceeding with formal procurement processes in line with government contracting protocols.
    25-43 RFI OID Tables.docx
    The Internal Revenue Service (IRS) is issuing a Request for Information (RFI) for the preparation of Original Issue Discount (OID) Tables for IRS Publication 1212. This RFI, designated 25-43 APMO, is for planning purposes only and not a solicitation for proposals or contracts. The IRS seeks capabilities from firms to provide services that include managing an OID data repository, correcting discrepancies with issuers, calculating OID accruals, and producing annual OID tables crucial for financial compliance by institutions and taxpayers. Respondents will need to submit a capabilities statement and provide industry feedback, addressing specific questions regarding their experience, software tools, data integrity protocols, and cost estimates for a one-year service provision. Notable restrictions include the prohibition of proprietary information and extraneous materials in responses. Interested parties must send their submissions via email by 4:00 PM ET on August 20, 2025. The government retains the right to utilize non-proprietary information and does not guarantee any outcomes from this RFI. This initiative reflects the IRS's commitment to enhancing its taxpayer services through collaboration with the private sector.
    Draft_OID_SOWv6 (Attachment 1).docx
    This Statement of Work (SOW) outlines the responsibilities of contractors in preparing the Original Issue Discount (OID) Tables for IRS Publication 1212, which is essential for reporting OID instruments by financial institutions and brokers. The contract focuses on gathering and processing bond data, resolving discrepancies, and ensuring all information is accurately formatted for public access. The objectives include producing accurate OID tables while preserving historical formats, as shown in the delivery timelines: draft tables by November 15 and final tables by January 15 annually. Key tasks involve maintaining a secure OID accrual database, performing calculations, and responding to public inquiries timely. Performance will be evaluated based on quality standards set for deliverables, which must comply with IRS regulations. This contract will last for one year, with the option to renew for four additional one-year periods. It emphasizes data security, confidentiality, and compliance with federal standards to protect taxpayer information. Ultimately, the contractor's role is crucial in ensuring the integrity and accessibility of OID information, contributing significantly to compliance efforts across the finance sector.
    Lifecycle
    Title
    Type
    Preparation of Original Issue Discount (OID) Tables for IRS Publication 1212
    Currently viewing
    Sources Sought
    Similar Opportunities
    Inflation Reduction Act (IRA) Digitalization Transformation (DT) SupportEnergy Security PMO
    Buyer not available
    The Department of the Treasury, specifically the Internal Revenue Service (IRS), is seeking contractor support services for the development and implementation of an Energy Security Program as mandated by the Inflation Reduction Act (IRA). This initiative aims to create an enterprise-wide solution to manage the administration, eligibility determination, tracking, reconciliation, and distribution of approximately 15 energy credits, with urgent requirements impacting the 2023 Filing Season. The selected contractor will play a crucial role in ensuring compliance with legislative mandates, with initial support needed by March 1, 2023. Interested parties can contact Shantice Wright at shantice.m.wright@irs.gov or (240) 613-2500 for further details.
    Notice of Intent to Sole Source – Inside Mortgage Finance Publication
    Buyer not available
    The Office of the Comptroller of the Currency (OCC) intends to award a firm fixed price contract on a sole source basis to Inside Mortgage Finance Publications for a subscription covering critical regulatory, political, legislative, and market issues in the residential mortgage sector. This subscription will provide essential insights, including mortgage industry statistics, exclusive quarterly rankings of top originators and servicers, and coverage of significant congressional and regulatory actions affecting the industry. The contract period is set from January 8, 2026, to January 7, 2027, with four additional option periods available. Interested parties may submit information by the requested date, as the OCC will consider responses to determine if a competitive procurement is warranted.
    Brand name - Ricoh Programming Services Hardware and Software Maintenance services to enhance the Notice Delivery System’s (NDS) Tax Correspondence Delivery Tracking (TCDT2)
    Buyer not available
    The Department of the Treasury, specifically the Internal Revenue Service (IRS), is seeking to procure brand name Ricoh programming services for hardware and software maintenance to enhance the Notice Delivery System’s (NDS) Tax Correspondence Delivery Tracking (TCDT2). The objective of this procurement is to ensure the effective operation and administration of the NDS application, which is critical for the IRS's system-generated taxpayer mail production. This service is vital for maintaining the integrity and efficiency of IRS correspondence production services. Interested vendors can reach out to Vincent J. Hill at Vincent.J.Hill@irs.gov or by phone at 240-613-2098, or Tiffany Williams at tiffany.d.williams@irs.gov or 240-613-5039 for further details.
    CI-Medical
    Buyer not available
    The Department of the Treasury, specifically the Internal Revenue Service's Criminal Investigation division, is soliciting proposals for a Firm-Fixed Price, Four-Year Indefinite Delivery Indefinite Quantity Contract for medical services. The contract aims to provide comprehensive medical evaluations and screenings for special agents, including applicant screenings, annual incumbent screenings, fitness-for-duty exams, immunizations, and breath alcohol testing, with a focus on adhering to IRS data safeguarding protocols. This procurement is critical for ensuring the health and fitness of law enforcement personnel, with the contract expected to run from October 1, 2025, to September 30, 2030. Interested contractors should contact Diana Vitenko at diana.vitenko2@irs.gov or 510-907-5083 for further details, as proposals will be evaluated based on a best-value trade-off approach emphasizing technical and management capabilities.
    Social Media Recruitment Data Analytics
    Buyer not available
    The Department of the Treasury, specifically the Internal Revenue Service (IRS), is seeking a contractor to provide social media recruitment data analytics services for its Large Business & International (LB&I) Division. The primary objective of this procurement is to enhance recruiting and direct hiring outreach to business professionals, as well as to develop customized industry reports that will aid in strategic planning based on data gathered from professional social media platforms. This initiative is crucial for the IRS to effectively attract talent and make informed decisions regarding workforce planning. Interested parties can reach out to Annette Jones at Annette.E.Jones@irs.gov for further information regarding this opportunity.
    Dell EMC maintenance and support
    Buyer not available
    The Department of the Treasury, specifically the Internal Revenue Service (IRS), is seeking qualified vendors to provide maintenance and support for Dell EMC storage, backup, and recovery products. This procurement aims to ensure the operational efficiency of these critical IT and telecom network support services, as outlined in the IRS Statement of Work entitled "Dell Storage Maintenance Solution." The solicitation (RFQ 2032L226Q00004) is expected to be released in late November or early December 2025, with a closing date anticipated in the first two weeks of December, and will be exclusively available through NASA SEWP. Interested parties should monitor the NASA SEWP site for updates and are encouraged to direct any inquiries to Christopher Monosiet at christopher.monosiet@irs.gov.
    Fiduciary Liability Insurance and Consulting Services
    Buyer not available
    The Department of the Treasury, specifically the Office of the Comptroller of the Currency (OCC), is seeking proposals for Fiduciary Liability Insurance and Consulting Services through Request for Quotation No. 2031JW26Q00011. The OCC requires a qualified specialty lines insurance broker to provide fiduciary liability insurance with a minimum coverage of $10 million, along with errors and omissions coverage for its 401(k) plans, and to deliver expert consulting and training sessions to 401(k) Committee members. This procurement is crucial for ensuring compliance with fiduciary responsibilities and mitigating legal risks associated with the management of retirement plans. Interested parties should note that the solicitation is anticipated to be posted on SAM.gov by November 7, 2025, and can contact Karen A. Green at karen.green@occ.treas.gov for further information. The estimated contract value exceeds $150,000, with a base period from January 1, 2026, to December 31, 2026, and four additional one-year options.
    Social Media Management Tool Sole Source Justification
    Buyer not available
    The Department of the Treasury, specifically the Internal Revenue Service (IRS), is seeking to justify a sole source procurement for a Social Media Management Tool due to unusual and compelling urgency. This procurement falls under the category of IT and Telecom, specifically focusing on business application/application development software as a service. The tool is essential for managing the IRS's social media presence effectively, which is increasingly important for communication and engagement with the public. Interested parties can reach out to Joleen R. Dedmon-Rinato at joleen.r.dedmon-rinato@irs.gov or by phone at 520-271-6922 for further details regarding this opportunity.
    Financial Systems Support and Reporting Services.
    Buyer not available
    The Department of Justice, specifically the Office of Justice Programs (OJP), is seeking qualified vendors to provide Financial Systems Support and Reporting Services. The primary objective of this procurement is to deliver comprehensive financial management operations support, including financial reporting, data analysis, audit support, and internal controls for OJP's grant-making components, which manage a substantial $17 billion financial operation. This opportunity is critical for ensuring compliance and efficiency in financial operations, with key tasks involving grant and non-grant financial support, development of reporting solutions, and implementation of controls to mitigate errors. Interested parties should submit their responses to the Request for Information by December 10, 2025, via email to Treva Paris at Treva.Paris@usdoj.gov, with a maximum of 10 pages in PDF or Word format.
    Information Technology Infrastructure Support Services
    Buyer not available
    The Department of the Treasury, specifically the Office of the Comptroller of the Currency (OCC), is seeking to procure Information Technology Infrastructure Support Services (ITISS) through a follow-on task order valued at approximately $21 million, or $26 million including options. This procurement aims to maintain critical IT infrastructure support while a new competitive contract is being re-competed, ensuring continuity of services essential for the OCC's operations. The acquisition is justified under FAR 8.405-6(a)(1)(i)(C) as a logical follow-on to a previously competed task order, with the contracting officer determining that this limited-source action represents the best value. Interested parties can reach out to Azita Mamdouhi at azita.mamdouhi@occ.treas.gov for further information.