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
    Description

    The Department of the Treasury, specifically the Internal Revenue Service (IRS), is seeking proposals for Electronic Research Services (ERS) to support its tax research needs through a comprehensive suite of electronic resources. The procurement aims to provide a centralized tax research product that will facilitate analysis during audits, collections, and taxpayer assistance for approximately 15,000 IRS employees, ensuring compliance with tax laws and enhancing operational efficiency. This opportunity is structured as a Firm Fixed Price (FFP) contract with a base period from July 1, 2025, to June 30, 2026, and includes four option years, with proposals due by May 26, 2025. Interested vendors should direct inquiries to Donnell Nance at Donnell.NanceJr@irs.gov or Junior Kameni at Junior.A.KameniNitcheu@irs.gov for further details.

    Point(s) of Contact
    Files
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    Posted
    The IRS is seeking proposals for Tax Research Services, with the current provider being Bloomberg, L.P. The Request for Proposals (RFP) outlines expectations for an enterprise-wide package and allows vendors to include references from commercial sectors. Remote work is acceptable. The project is a recompete, hence similar services were provided in the past. Key sections of the RFP include requirements for various Implementation and Operation plans such as customer service, training, and marketing support. The document specifies cybersecurity and information security standards that the contractor must adhere to, while also emphasizing that the contractor will have limited access to IRS information. Proposals must be submitted in two volumes—Technical and Price—with a specified format that could include a limit on the number of pages and font size. The deadline for inquiries and proposals has been set with requests for extensions being considered. The evaluation will prioritize technical performance over price, reflecting a best value trade-off approach. This RFP emphasizes the IRS's commitment to obtaining effective tax research solutions while maintaining adherence to compliance and security protocols. The document serves as a framework for potential vendors to understand the requirements and expectations for proposal submission.
    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.
    The document addresses inquiries related to an RFP for Tax Research Services by the IRS. It includes questions about the project's nature, vendor requirements, remote work policies, and incumbent contracts, with Bloomberg, L.P. currently providing such services. Key points include the allowance for vendors to submit commercial references, remote work configurations, and the government's insistence on maintaining certain cybersecurity clauses despite contractor access limitations. Additionally, the document outlines proposal requirements regarding page limits, submission formats, and evaluation processes, highlighting the necessity for detailed compliance descriptions rather than simple affirmatives. The IRS has stated that the proposal timeline has been amended and that a separate solicitation for Comprehensive Research Services is expected soon. There are specific instructions on providing temporary access accounts for evaluation, past performance references, and the inclusion of accessibility documentation. Overall, the document emphasizes the importance of thoroughness and compliance within the proposal while outlining the operational parameters for award considerations.
    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.
    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.
    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.
    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.
    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.
    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.
    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.
    The Internal Revenue Service (IRS) is seeking proposals for a suite of electronic research services tailored to meet agency-specific needs in tax, legal, business, and news research as stated in RFQ 2032H8-24-R-00023. The contract will be awarded through full and open competition under NAICS code 519290, covering a Firm-Fixed-Price acquisition per FAR guidelines. The submission deadline has been extended to May 12, 2025, with all proposals to be sent via email to the designated Contract Specialist. The period of performance spans from July 1, 2025, to June 30, 2030, with multiple option years available for renewal. The RFP specifies contract line items for varying user capacities and preferential considerations for small businesses and other categorized enterprises. Potential offerors must adhere to detailed provisions and clauses outlined within the document, reflecting compliance with various federal regulations. The procurement process emphasizes technical capability, management approach, past performance, and price evaluation, highlighting the IRS's commitment to acquiring high-quality electronic research solutions while ensuring transparent and competitive bidding practices.
    The Internal Revenue Service (IRS) seeks proposals through a Request for Proposal (RFP) for an Indefinite Delivery Indefinite Quantity (IDIQ) contract focusing on Electronic Research Services (ERS) related to Tax Law. The proposal deadline has been extended to May 26, 2025, with responses to vendor queries outlined in multiple amendments. The RFP aims to fulfill the IRS's unique research needs by acquiring robust electronic research services, operating under a Firm Fixed Price (FFP) contract structure, with a base period from July 1, 2025, to June 30, 2026, and four option years. It invites competition primarily from entities classified under the NAICS code 519290. Evaluation will consider technical approach, management, past performance, and price, with non-price factors taking precedence. Offerors must submit comprehensive proposals adhering to guidelines and include past performance details. The RFP also stipulates adherence to various regulations regarding telecommunications and ensures that entities maintain compliance with government standards. The successful contractor will enhance the IRS's capabilities to address tax-related inquiries efficiently.
    The Internal Revenue Service (IRS) has issued a Request for Proposal (RFP) under RFQ 2032H8-24-R-00023, aiming to acquire a suite of robust electronic research services for its unique tax, legal, business, and news research needs. The contract is a Firm Fixed Price (FFP) agreement, categorized under NAICS code 519290, and the proposal submission deadline has been extended to May 26, 2025. Amendments to the RFP have clarified amendments regarding proposal submissions and certification requirements. The contract encompasses a base period beginning July 1, 2025, through June 30, 2026, with four one-year option periods extending until June 30, 2030. A variety of contract line items (CLINs) detail user capacity options ranging from 10,000 to 35,000 users across multiple scenarios. Submission guidelines emphasize the need for a technical description, compliance with certifications, and proposal evaluation criteria, which prioritize technical approach, management, past performance, and price. Offerors must complete representations and certifications as part of their submission. This RFP highlights the IRS's commitment to enhancing its electronic resources to support its operational demands effectively.
    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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