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Sources sought

TE/GE Employee Plans AI Assistor RFI

26-40-APMO

Internal Revenue Service, Tax Exempt Govt Entities. Other Computer Related Services.

36 open like this View on SAM.gov Markdown

Response deadline

July 7, 2026 at 12:00 PM EDT

Closed 117 days ago. Posted July 6, 2026, first published June 30, 2026. Scheduled to archive July 22, 2026.

Get the next one like this from Internal Revenue Service by email, the day it is posted.Find my opportunities

This one closed in 2026

36 like it are open now in other computer related services

All 36 open in other computer related services

Description

As published on SAM.gov.

July 6, 2026 - RFI questions and answers have been posted.

REQUEST FOR INFORMATION (RFI) – TE/GE Employee Plans AI Assistor

The Internal Revenue Service (IRS), Tax Exempt and Government Entities (TE/GE), Employee Plans (EP) Division, is conducting market research to identify commercially available and emerging Artificial Intelligence (AI) solutions that can enhance retirement plan compliance activities, improve operational efficiency, strengthen compliance risk identification, and support informed decision-making by IRS personnel.

The Government seeks information on AI-enabled solutions capable of securely ingesting and analyzing structured and unstructured retirement plan data; interpreting plan documents and applicable statutory and regulatory requirements; performing retirement plan calculations and compliance analyses; generating reports and workpapers; conducting scenario modeling; integrating with enterprise systems such as PegaSystems and Salesforce; and providing secure, explainable, and governed AI outputs.

THIS IS A REQUEST FOR INFORMATION (RFI) ONLY. This notice is issued solely for market research purposes in accordance with FAR Part 10 and FAR 15.201. It does not constitute a solicitation, request for proposals, or request for quotations. The Government will not reimburse respondents for any costs associated with responding.

Responses will be used to assess marketplace capabilities, identify potential sources, support acquisition planning, develop an Independent Government Cost Estimate (IGCE), evaluate commercial practices, and inform future procurement strategy. There is no funding currently associated with this RFI.

Interested vendors are invited to submit a capability statement and responses to the attached RFI. Responses shall not exceed 16 pages total (15 pages plus a one-page cover sheet) and must be submitted electronically in Microsoft Word or PDF format.

Questions are due no later than 12:00 p.m. Eastern Time on July 2, 2026.

RFI responses are due no later than 12:00 p.m. Eastern Time on July 7, 2026.

Submit questions and responses via email to DAVIDA.E.PATTON@IRS.GOV and FRANCESCA.CONTEE@IRS.GOV. Include "RFI Response to TEGE AI Employee Assistor – (Company Name)" in the subject line.

Attachments

Files listed on SAM.gov. The ones we hold a copy of download from here; the rest open SAM's download, which needs no account.

Publications

Every notice SAM.gov issued under this solicitation number, oldest first. Each is a separate record on SAM.

  1. June 30, 2026

    Sources sought

    Due July 7, 2026 at 12:00 PM EDT. SAM.gov, notice 1e4519c4efa44e9aa9da86c96ff96e02

    2 revisions on SAM
    • July 6, 2026: publish, sources sought
    • June 30, 2026: publish, sources sought

  2. July 6, 2026

    Sources sought

    Due July 7, 2026 at 12:00 PM EDT. SAM.gov, notice 900872506c184483991a439dc92f5149

    2 revisions on SAM
    • July 6, 2026: publish, sources sought
    • June 30, 2026: publish, sources sought

Points of contact