# TE/GE Employee Plans AI Assistor RFI Canonical: https://abierto.us/opportunities/2640apmo - Solicitation number: 26-40-APMO - Notice type: Sources sought - Status: Closed. Deadline was July 7, 2026 at 12:00 PM EDT - Department: Department of the Treasury - Agency: Internal Revenue Service - Contracting office: Tax Exempt Govt Entities (2031JA) - NAICS: 541519 Other Computer Related Services - Place of performance: Lanham, Maryland - First posted: June 30, 2026 - Last posted: July 6, 2026 - SAM.gov: https://sam.gov/workspace/contract/opp/900872506c184483991a439dc92f5149/view ## Description 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. ## Publications - June 30, 2026: Sources sought, due July 7, 2026 at 12:00 PM EDT. Notice 1e4519c4efa44e9aa9da86c96ff96e02. https://sam.gov/workspace/contract/opp/1e4519c4efa44e9aa9da86c96ff96e02/view - July 6, 2026: Sources sought, due July 7, 2026 at 12:00 PM EDT. Notice 900872506c184483991a439dc92f5149. https://sam.gov/workspace/contract/opp/900872506c184483991a439dc92f5149/view ## Points of contact - Davida Patton, davida.e.patton@irs.gov, 240-613-7306 - Francesca Contee, francesca.contee@irs.gov --- Source: SAM.gov Contract Opportunities bulk extract. Confirm deadlines on SAM.gov before responding. Cite https://abierto.us/opportunities/2640apmo.