Electronic Tax and Comprehensive Research Services - MarketResearch

Section: Sources Sought Notice R - Professional, administrative, and management support services R -- Electronic Research Services Contact: Zachary Slater, Contract Specialist, Email zachary.q.slater@irs.gov THIS IS A REQUEST FOR PRODUCT DEMONSTRATION ONLY. This is not a Request for Proposal (RFP) and is not a commitment by the Government to issue a solicitation or award a contract on the basis of this request. Responses to this request will NOT serve as proposals, bids or offers which could be accepted by the Government in the form of a binding contract. Responses will assist the Government in its market research to determine whether to, in accordance with applicable law, set-aside, restrict competition, or solicit offers from all responsible sources. In order for the Internal Revenue Service (IRS) to assess set-aside possibilities, interested parties should identify their company as one or more of the following: small business, 8(a), HUBZone small business, small disadvantaged business, woman-owned business, veteran-owned small business, service disabled veteran-owned small business or large business. The IRS is in the pre-procurement phase for the acquisition of electronic research services for tax law, legal, business, and news information. During this phase and as part of market research, the IRS is seeking interested vendors with electronic research services capabilities to provide a product demonstration during the week of May 13, 2024. The draft statement of work from the previously posted RFI is included with this posting for reference purposes in addition to the summary of services below. The IRS is interested in learning about the current capabilities of the marketplace applicable to, potentially expanding on, the SOW. To save travel costs, demonstrations are to be conducted via a web-conferencing service such as Microsoft Teams, Zoom, etc. Prior to the demonstration, the vendor will coordinate with the Program Analyst to ensure Internal Revenue Service attendees are able to access the web-conferencing tool that will be employed for the demonstration. In general, vendors are requested to fully demonstrate how the content and functionality of their product will satisfy the Agency's diverse population of users and research requirements. Interested vendors will have a 60-minute time frame to demonstrate their product(s). There will be an IRS Question & Answer period following each demonstration. All interested parties shall contact Carlisa Sanders, Email Carlisa.J.Sanders@irs.gov, to schedule an appointment. Interested parties shall email their availability for demonstrations by the close of this notice and identify their top three preferred times. The IRS will attempt to accommodate requested times when scheduling demonstrations, but does not guarantee requests will be accommodated. Please advise if special presentation needs are required so that the appropriate accommodations can be made. Summary of services: The IRS has a wide range of diverse users with different and unique tax, legal, business and news research requirements. The principal use of electronic research services is to complete a full analysis of a tax return, whether as part of the audit process, collection process, or assistance process. Users of these research materials are primarily: Customer Service Account Management Representatives, Revenue Officers, General Program Revenue Agents, International Agents, Attorneys, Coordinated Examination Agents, Employment Tax Personnel, Appeals Officers, Estate and Gift Tax Attorneys, Employee Plans Specialists, and Exempt Organizations Specialists. In addition to tax law research, IRS employees in other disciplines use the legal, business and news services to research personnel and labor law, conduct statistical and trend analysis, research academic journals and publications related to tax administration, and to identify industry news and trends. These employees include: General Legal Attorneys, Personnel Specialists, Labor Relation Specialists, Statisticians, and Operational Research Specialists. -------------- UPDATE #1: The purpose of the demonstration is to allow industry the opportunity to educate the IRS on its available services. The draft PWS was provided for reference purposes, however should vendors wish to segregate their services in line with the current Award Group 1 and Award Group 2 structure, then the vendor will be afforded an hour demonstration for each group. --------------