Electronic Research Services (ERS) Tax Research Services
ID: 2032H8-24-R-00023Type: Solicitation
Overview

Buyer

TREASURY, DEPARTMENT OF THEDEPARTMENTAL OFFICESNATIONAL OFFICE - IRSNEW CARROLLTON, MD, 20706, USA

NAICS

Web Search Portals and All Other Information Services (519290)

PSC

SUPPORT- ADMINISTRATIVE: INFORMATION RETRIEVAL (R612)
Timeline
  1. 1
    Posted Mar 17, 2025, 12:00 AM UTC
  2. 2
    Updated Apr 18, 2025, 12:00 AM UTC
  3. 3
    Due May 5, 2025, 4:00 PM UTC
Description

The Department of the Treasury, specifically the Internal Revenue Service (IRS), is seeking proposals for Electronic Research Services (ERS) Tax Research Services through a full and open competition. The objective of this procurement is to secure a comprehensive suite of electronic research services that will support approximately 15,000 IRS employees in their tax analysis, audits, and customer service efforts, ensuring fair application of tax laws. This initiative is critical for enhancing operational efficiency and taxpayer service quality, as it aims to provide standardized content, continuous updates, and user support tailored to the diverse needs of IRS staff. Proposals must be submitted electronically to Brian Carter at brian.j.carter@irs.gov by 12:00 P.M. EST on May 5, 2025, with a focus on technical approach, management strategy, and past performance. Interested parties should refer to the attached documents for detailed requirements and guidelines.

Point(s) of Contact
Files
Title
Posted
Apr 18, 2025, 3:06 PM UTC
The document is a collection of inquiries regarding a government RFP for Tax Research Services issued by the IRS. It addresses critical issues such as the inclusivity of enterprise-wide packages, permissible references from the private sector, and considerations for remote work. The RFP specifies implementation plans for customer service, training, and marketing, while also seeking clarifications on various security provisions and requirements, notably regarding sensitive information handling and compliance with federal cybersecurity standards. The responses confirm the presence of an incumbent provider, allow for the inclusion of commercial references, and specify that certain security clauses will remain applicable despite questions about indirect access to IRS data. Additionally, it clarifies submission guidelines for representations, certifications, and accessibility templates, as well as detailing proposal structure and page limitations. The document lists anticipated service needs, including the scale of users and database requirements, and proposes considerations for proposal evaluation, demonstrating the IRS's intention to secure efficient tax research solutions within a competitive framework while ensuring compliance with existing federal regulations. The deadline for proposal submission has been extended, reflecting the complexity of the RFP's requirements.
Apr 18, 2025, 3:06 PM UTC
The IRS seeks to secure centralized electronic research services through a Performance Work Statement (PWS) that outlines requirements for a comprehensive tax research product to support approximately 15,000 employees. The services are intended to facilitate thorough analysis during tax audits, collections, and taxpayer assistance, thereby ensuring fair law application. The PWS encompasses contractors' obligations to provide standardized content, continuous updates, and user support under specific technical and operational guidelines. Proposals must detail how they will meet the diverse needs of IRS staff, including mandatory content such as the Internal Revenue Manual, tax legislation, judicial decisions, and commercial tax services. Features like advanced search capabilities, comprehensive help functions, and customer training are essential. The contractor will also manage user access through an enterprise solution and is required to submit regular reports detailing user engagement and system efficacy. This procurement reflects the IRS's focus on modernizing its resources to enhance operational efficiency and taxpayer service quality while ensuring compliance and robustness in its research capabilities.
Apr 18, 2025, 3:06 PM UTC
The Internal Revenue Service (IRS) seeks to acquire standardized electronic research services to support approximately 15,000 employees engaged in tax analysis, audits, and customer service. The Performance Work Statement (PWS) outlines the need for a comprehensive tax research library, integrating regulatory, judicial, and IRS-specific materials tailored to diverse user requirements. Proposals must detail how contractors will maintain consistent content availability, provide operational support, and implement a user-friendly electronic interface compatible with IRS technical specifications. Key components include a mandatory content checklist, such as the Internal Revenue Manual and various legal and administrative resources, as well as desirable features like advanced search capabilities and training support. Contractors should expect to engage in contract management activities, including quarterly reviews and reporting statistics on system usage. Overall, the initiative emphasizes quality case resolution and fair application of tax laws through improved access to research resources, underscoring the IRS's commitment to effective taxpayer service and compliance.
Apr 18, 2025, 3:06 PM UTC
The Quality Assurance Surveillance Plan (QASP) outlines standards and procedures for overseeing contractor performance related to tax research services as specified in the federal Performance Work Statement (PWS). Its primary aims include ensuring that the contractor meets performance standards and delivering services that adhere to government expectations. Key components include roles and responsibilities of the Contracting Officer (CO) and Contracting Officer’s Representative (COR), defined methodologies for assessing contractor performance through monitoring techniques like random sampling and customer feedback, and the establishment of acceptable quality levels (AQLs). Performance assessments will involve routine evaluations, with the COR responsible for documenting findings and potentially requiring corrective action plans if standards are not met. The QASP emphasizes customer satisfaction, outlines a feedback mechanism, and stipulates reporting requirements to track overall contractor performance. Overall, the QASP aims to facilitate effective monitoring and ensure the government only pays for the services received, establishing an accountability framework between the contractor and federal agencies.
Apr 18, 2025, 3:06 PM UTC
The document outlines a Past Performance Questionnaire intended for evaluating contractors in the context of federal and state local RFPs and grants. It requires detailed reference information about the contractor, such as contract type, performance period, total value, and client contact information. The questionnaire assesses the contractor’s past performance through a rating system (ranging from Excellent to Unsatisfactory) based on the consistency and quality of their work, compliance with contractual requirements, and risk evaluations for future performance. Key sections include assessing the level of service, satisfaction with the product, and ease of use. Respondents are asked to rate various aspects, including contractor support, training materials, billing procedures, user-friendliness, and reliability of data. Additionally, the questionnaire seeks insights into any downtime experienced and whether the reference would engage the contractor again. Overall, this document serves to gather objective data on contractors, helping decision-makers assess past performance to inform potential future engagements in government projects. Its structured format emphasizes the importance of systematic evaluations in selecting contractors for government contracts.
Apr 18, 2025, 3:06 PM UTC
The document outlines a government Request for Proposal (RFP) concerning Electronic Research Services (ERS) focused on tax law, detailing service requirements for different user tiers over multiple years, including base and option years. Each Contract Line Item Number (CLIN) specifies costs associated with various user capacities ranging from 10,000 to 35,000, with additional CLINs allocated for each user exceeding these thresholds. The structure includes a base year followed by four option years, each projecting increasing user capacities and associated costs for annual and optional six-month extensions. These services are designed to support government agencies needing access to ERS for tax law, highlighting compliance with user limitations and expanding accessibility as demands grow. The document emphasizes the scalable nature of the service, accommodating varying numbers of users and periods for contract execution. With a focus on both the administrative requirements of the program and the financial implications for service providers, this RFP serves as an essential tool for policy implementation and resource allocation within public sector tax law research.
Mar 25, 2025, 4:06 PM UTC
The document outlines a government Request for Proposal (RFP) for Electronic Research Services (ERS) regarding Tax Law, structured over multiple years and option periods. It includes different quantities and pricing structures for user subscriptions, ranging from a base year with offerings up to 35,000 users to four subsequent option years, each mirroring the former in total quantities. Each option year consists of various Contract Line Item Numbers (CLINs) pertaining to user payment combinations, emphasizing scalability with added charges for users exceeding standard limits. Notably, the pricing details remain unspecified throughout, highlighting potential financial implications yet unmet and necessitating further clarification. Overall, the document underscores a demand for electronic resources compliant with tax law, indicating a systematic approach toward user management and fiscal planning in federal and state contexts, essential for potential contractors and stakeholders in government funding endeavors.
Mar 25, 2025, 4:06 PM UTC
The Internal Revenue Service (IRS) has issued a Request for Proposal (RFP) for the provision of Electronic Research Services (ERS) related to tax law, aimed at enhancing the agency’s capabilities in legal, business, and news research. The modification to the proposal outlines that submission deadlines have shifted from April 1 to April 30, 2025. Under a full and open competition model, the IRS intends to award one Indefinite Delivery Indefinite Quantity (IDIQ) contract categorized under NAICS code 519290 for web search portals and information services. This procurement encompasses a Firm Fixed Price contract, which will span across four options for additional performance periods from July 1, 2025, through June 30, 2030. Key components include the access for varying user quantities and associated pricing structures. Offerors must adhere to specific clauses concerning the eligibility and compliance requirements as stipulated by federal regulations, notably concerning telecommunications equipment. Overall, this RFP represents a critical initiative by the IRS to enhance its research capabilities, streamline processes, and ensure compliance with federal acquisition regulations while fostering competition among potential contractors.
The Internal Revenue Service (IRS) seeks proposals for a Request for Proposal (RFP) related to the provision of Electronic Research Services (ERS) Tax Law. This project aims to secure a comprehensive suite of electronic research services tailored to the agency's needs. The amendment updates include a shift in the proposal submission deadline from April 30, 2025, to May 5, 2025, and provides responses to vendor questions. The contract will be a Firm Fixed Price (FFP) agreement and will follow FAR Part 12 and FAR Part 15 regulations. The evaluation will consider technical approach, management strategy, past performance, and price, with technical and past performance being prioritized over cost. Proposals must be submitted electronically by the stated deadline to Brian Carter at the IRS. The contract encompasses multiple user tiers and option periods extending up to five years. This initiative underscores the IRS’s commitment to enhancing digital resources critical to its operational effectiveness in tax law research and compliance.
Mar 25, 2025, 4:06 PM UTC
The Internal Revenue Service (IRS) issued a Request for Proposal (RFP) to solicit bids for the Electronic Research Services (ERS) Tax Law, aiming to establish a firm-fixed-price (FFP) Indefinite Delivery/Indefinite Quantity (IDIQ) contract. The RFP is intended for a suite of electronic research services to support the IRS's unique tax, legal, business, and news research needs. The procurement process is open to all qualified vendors under the NAICS code 519290, with an initial award planned for one contract. Interested parties must submit proposals by April 1, 2025. The contract term spans a base period from July 1, 2025, to June 30, 2026, with options for four additional years. The evaluation will prioritize technical approach, management strategy, past performance, and price in descending order of importance. The document includes detailed proposal submission instructions, relevant clauses, and provisions, underscoring compliance with industry regulations, assessment of offerors' capabilities, and the importance of timely and thorough proposal submissions. This RFP reflects the government’s approach to ensuring the IRS is equipped with robust research tools while adhering to federal contracting standards.
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