# Tax Research Services - Sources Sought Canonical: https://abierto.us/opportunities/5000195882 - Solicitation number: 5000195882 - Notice type: Sources sought - Status: Closed. Deadline was September 3, 2024 at 9:00 AM EDT - Department: Department of the Treasury - Agency: Internal Revenue Service - Contracting office: Operation Services (2032H8) - NAICS: 513120 Periodical Publishers - Product or service code: DE10 End user client computing delivered as a service. Includes software and support tools delivered as a service contract and used for End User support such as Tier 1 and 2 help/service desk, deskside support, adds/moves/changes, workspace technical support, audio/video (A/V, VTC) conferencing, and print services. A/V and VTC include services typically used in conference rooms and dedicated telepresence rooms to enable workforce communications. Print services include Managed Print Services (MPS) for multifunction printers (print, scan, fax, copy), and other central printing or output support services. Workspace includes Desktop as a Service (DaaS) and Workspace as a Service (WaaS) delivered via public cloud or 3rd party providers. Client compute equipment provisioned by service contract. Also includes client related productivity software accessed as a service (SaaS), used to author, create, collaborate and share documents and other content. - Place of performance: Washington, District of Columbia - County: District of Columbia (FIPS 11001). https://abierto.us/counties/district-of-columbia-dc-11001 - City: Washington. https://abierto.us/cities/washington-dc-1150000 - First posted: August 9, 2024 - Last posted: August 9, 2024 - SAM.gov: https://sam.gov/workspace/contract/opp/6ab20bce113e495cbb6f3e94003a1702/view ## Description **1. SOURCES SOUGHT:** THIS SOURCES SOUGHT NOTICE (SSN) IS RELEASED PURSUANT TO FEDERAL ACQUISITION REGULATION (FAR) PART 10, MARKET RESEARCH. This SSN is issued solely for information and planning purposes and shall not be construed as either a solicitation or obligation on the part of Government. This is NOT a solicitation for proposals, proposal abstracts or quotations. This notice is for market research purposes only to determine whether to set-aside an acquisition for Small Business. No formal solicitation document exists at this time. Further, this SSN does not commit or guarantee the Government will issue any solicitation for the described requirements in the future. The North American Industry Classification Systems (NAICS) Code proposed for the requirement is 513120, Periodical Publishers. The size standard for NAICS 513120 is 1,000 employees. Comments on this NAICS and suggestions for alternatives must include supporting rationale. The PSC that is intended for this acquisition is DE10. No reimbursement will be made for any costs associated with providing information in response to this announcement or any follow-up information requests. This notice is published to gain knowledge of potential vendors capable of providing services for the draft IRS Transformation Office Performance Work Statement (PWS). Vendors with the skill and capability necessary to perform the various requirements described in the attached draft PWS are invited to provide a response per the requirements listed below. Respondents are advised that the Government is under no obligation to acknowledge receipt of the information received or provide feedback to respondents with respect to any information submitted. Respondents will not be notified of the results of this analysis. All data received in response to this SSN that is marked or designated as corporate or proprietary information will be fully protected from release outside the Government. The Government shall not be liable for, or suffer any consequential damages for, any proprietary information not properly identified. Proprietary information will be safeguarded in accordance with all applicable Government regulations. All documentation shall become the property of the Government and will not be returned. **2. OBJECTIVES:** Technical Capabilities The IRS seeks to identify potential small business vendors with the skills and capabilities necessary to perform the requirements outlined in the attached draft PWS. Responses from other than small businesses will not be reviewed. **3. BACKGROUND:** The IRS has a wide range of diverse users with different and unique tax, legal, business and news research requirements. The principal use of a tax research service is to complete a full analysis of a tax return, whether as part of the audit process, collection process, or assistance process. This improves the quality of cases, assists in the fair application of the laws, and helps frontline assistors resolve taxpayer questions. Users of these research materials are primarily: Taxpayer Resolution Representatives, Customer Service Representatives, Revenue Officers, Revenue Agents, International Agents, Attorneys, Employment Tax Personnel, Tax Compliance Officers, Appeals Officers, Estate and Gift Tax Attorneys, Employee Plans Specialists, Exempt Organizations Specialists, and Librarians. **4. SUBMISSION INFORMATION:** See attached SOW for the draft requirements for Tax Research Services. The IRS is requesting submission of Technical Capabilities demonstrating the ability to meet the draft requirement. Technical capability statements should go beyond generic capability statements and be tailored to the information requested and demonstrate the ability to perform the requirements within the draft SOW and provide the following information: **A. General and Technical Information:** 1. Company Name 2. Company Address 3. Company Point of Contact, Phone and Email address 4. Unique Entity Identifier (UEI) Number 5. Business status (i.e., small business, disadvantaged, Hub Zone, woman-owned, etc.); If business size varies depending upon NAICS code or contract vehicle, please specify 6. List any contract vehicle along with the associated contract number and task area(s) appropriate for this notice; and list related North American Industry Classification System (NAICS) Code that you offer as it relates to this project. 7. Anticipated teaming or subcontracting arrangements (delineate between work accomplished by prime and work accomplished by teaming partners) 8. No more than three (3) corporate experiences in similar size, scope, and complexity to the enclosed draft Statement of Work shall be submitted. The corporate experience shall demonstrate the company’s experience in completing the tasks as stated in the draft Statement of Work. Contractors shall include the contract number, funded dollar value(s), period of performance, relevant scope summary, and experience as it pertains to the tasks within the draft SOW. The corporate experience provided shall not exceed 2-pages per example. 9. Include responses to the following (provide a yes or no): Will your company sub-contract out a portion of the requirement? Will your company sub-contract out more than 50% of the requirement? Does your company have similar or previous experience with the type of work described within the SOW? **5. DUE DATE:** Vendors capable of providing these services should submit a Statement of Capability containing the above reference information via e-mail to zachary.q.slater@irs.gov no later than 9:00 AM EDT, Tuesday, September 3, 2024. Vendors shall reference “SSN Response – Tax Law Research Services” in the subject line of their response email. ** THE GOVERNMENT WILL NOT RESPOND TO PHONE CALLS REGARDING THIS NOTICE ** ## Publications - August 9, 2024: Sources sought, due September 3, 2024 at 9:00 AM EDT. Notice 6ab20bce113e495cbb6f3e94003a1702. https://sam.gov/workspace/contract/opp/6ab20bce113e495cbb6f3e94003a1702/view ## Points of contact - Zachary Slater, zachary.q.slater@irs.gov --- Source: SAM.gov Contract Opportunities bulk extract. Confirm deadlines on SAM.gov before responding. Cite https://abierto.us/opportunities/5000195882.