Internal Revenue Service (IRS) CFO Financial Management and Audit Support Services - Sources Sought Notice (SSN)
ID: 2032H8-24-N-000XXType: Sources Sought
Overview

Buyer

TREASURY, DEPARTMENT OF THEINTERNAL REVENUE SERVICENATIONAL OFFICE - PROCUREMENT OBONEW CARROLLTON, MD, 20706, USA

NAICS

Other Accounting Services (541219)

PSC

SUPPORT- MANAGEMENT: AUDITING (R704)

Original Source

https://sam.gov/opp/61b4db88590243c283fd971deedd9491/view
Timeline
    Description

    The Department of the Treasury, specifically the Internal Revenue Service (IRS), is seeking information through a Sources Sought Notice for Financial Management and Audit Support Services. The IRS requires professional assistance in financial systems assessments, policy formulation, data analytics, and accounting support to enhance its financial management capabilities and ensure compliance with federal regulations. This initiative is critical for developing accurate financial statements, facilitating audits, and improving internal controls within the IRS's financial management office. Interested vendors must submit their responses by 5:00 PM EDT on September 11, 2024, to Mathew Nelker at Mathew.Nelker@irs.gov, as the anticipated contract will span 12 months with four optional one-year extensions and will be based on commercial terms.

    Point(s) of Contact
    Mathew Nelker
    Mathew.Nelker@irs.gov
    Files
    Title
    Posted
    PWS - IRS CFO Financial Management and Audit Support Services 8-27-24.pdf
    The DRAFT PERFORMANCE WORK STATEMENT (PWS) outlines the requirement for IRS Financial Management and Audit Support Services, aimed at assisting the IRS Chief Financial Officer's office in ensuring effective financial management and compliance with federal regulations. The contractor will provide extensive support in various areas, including financial reporting, system architecture development, policy implementation, and data analytics. Key tasks include reviewing and preparing financial reports that comply with federal accounting standards, supporting the annual financial statement audit, and improving internal controls. The contractor is also expected to recommend automation and innovative processes to increase efficiency within the financial management office. Essential services will cover areas such as revenue reporting, accounting support, and systems management related to the IRS’s Integrated Financial System (IFS). The document emphasizes the critical nature of accurate financial statements, compliance with legislation, and the importance of timely communication with oversight entities like GAO and TIGTA. Background investigations will be required for contractor personnel given the sensitivity of the financial data handled. The PWS calls for key personnel with specific qualifications, underscoring the importance of expertise in federal accounting practices and relevant software systems, particularly SAP and Business Objects.
    Sources Sought Notice and Questionnaire - IRS CFO Financial Management and Audit Support Services 8-27-24 - Revised.pdf
    The Internal Revenue Service (IRS) is seeking information through a Sources Sought Notice for Financial Management and Audit Support Services. This initiative aims to assess market capabilities before potentially issuing a formal Request for Proposal (RFP) or Request for Quote (RFQ). The IRS requires assistance in financial systems assessments, policy formulation, data analytics, and accounting support, particularly in developing financial statements and facilitating audits. The anticipated contract will span 12 months with four optional one-year extensions and will be based on commercial terms. Interested vendors must respond by September 11, 2024, providing insights into their relevant experience, specifically regarding federal agencies, SAP financial systems, and corrective actions for audit findings. Additionally, the requirement includes staffing approximately 25 cleared personnel at the contract's commencement. The notice will be posted on SAM.gov, and all submissions will become government property. This step underscores the IRS's commitment to enhancing its financial management capabilities and ensures that the government assesses the viability of potential contractors in alignment with regulatory compliance and efficient service provision.
    Sources Sought Notice and Questionnaire - IRS CFO Financial Management and Audit Support Services 8-27-24 .pdf
    The Internal Revenue Service (IRS) has issued a Sources Sought Notice seeking professional financial management and audit support services to assist with annual financial statements, external reporting, and audits. This notice serves as preliminary market research, not a formal solicitation, as the government is assessing industry capability before issuing a Request for Proposal (RFP) in early Fiscal Year 2025. The contract is anticipated to be a Hybrid Firm Fixed-Price/Labor Hour Contract, with a base period of twelve months and multiple option years. Interested vendors must respond by September 11, 2024, providing detailed answers to specific queries about their experience with federal financial systems, corrective actions for deficiencies, G-Invoicing support, staffing capabilities, and potential partnerships or joint ventures. The notice emphasizes the importance of submitting responses via email and clearly marks that no proprietary information will be returned. This initiative reflects the IRS’s commitment to enhancing its financial management through qualified contractor engagement.
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