25-43 OID Tables RFI Response (Attachment 2).xlsx
XLSX spreadsheet 143 KB Posted
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- 25-43_APMO_Preparation_of_Original_Issue_Discount(OID)_Tables_for_IRS_Publication_1212
About this file
This document is a Request for Information (RFI) from the Internal Revenue Service (IRS) seeking responses for the preparation of Original Issue Discount (OID) Tables for IRS Publication 1212. The RFI is structured in two parts: Company Profile and Technical Capability, with a response deadline of 08/20/2025 at 4:00 PM ET. The IRS seeks a contractor to manage the OID bond data repository, contact issuers to correct discrepancies, calculate OID accruals, and produce publication tables for public compliance by financial institutions, brokers, and taxpayers.
The RFI requires detailed information from potential contractors, including company background, technical capabilities, software tools, data integrity procedures, quality assurance measures, and deadline management protocols. Respondents must address specific questions about their experience preparing financial or tax-related data tables, their approach to handling called bonds, compliance with federal information security standards, and their ability to identify and resolve data discrepancies. The document also invites feedback on the Product Service Code, NAICS code, draft Statement of Work, and anticipated cost for providing the described services for one year.
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Other files
| File | Type | Posted |
|---|---|---|
| Draft_OID_SOWv6 (Attachment 1).docx | DOCX document | |
| 25-43 RFI OID Tables.docx | DOCX document |
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Part I Company Profile
| Preparation of Original Issue Discount (OID) Tables for IRS Publication 1212 | |
| RFI Response Due Date: 08/20/2025 at 4:00 PM ET | |
| Part I: Company Profile | |
| 1 | Company Name and Address |
| 2 | Company technical Point of Contact (POC) and Contract Lead POC information to include name, title, telephone number, and email address |
| 3 | Applicable NAICS (North American Industry Classification System) Code |
| 4 | List active governmentwide contracts that your company has been awarded (GWACs, IDIQs, and BPAs – include applicable SIN) |
| 5 | Identify Business Classification / Socio-Economic Status (e.g., large, small, 8(a), women owned, hub-zone, SDB, Service-Disabled Veteran Owned) |
| 6 | Identify subcontracting/partnering/teaming possibilities |
Part II Technical Capability Preparation of Original Issue Discount (OID) Tables for IRS Publication 1212 RFI Response Matrix
| RFI Response Due Date: 08/20/2025 at 4:00 PM ET |
| Part II: Technical Capability |
| Number | Questions | Answers |
| 1 | Briefly describe your organization's experience preparing financial or tax-related data tables, specifically Original Issue Discount (OID) tables or similar instruments. Include the number of years your firm has performed this type of work. | |
| 2 | Briefly list or describe the primary software tools or calculation methodologies your team would use to ensure accuracy and reliability of OID-related financial calculations. | |
| 3 | Briefly describe your approach for identifying and correctly adjusting called bonds in financial reporting and name any primary data sources or tools you would use. | |
| 4 | Briefly outline your firm’s procedures and protocols for ensuring data integrity, confidentiality, and compliance with federal and IRS-specific information security standards (for example, FISMA, NIST, IRS Pub. 4812, Section 508 compliance). | |
| 5 | Briefly summarize your internal quality assurance measures to ensure accurate and timely calculations of complex financial data. | |
| 6 | Briefly summarize your process for consistently meeting strict, recurring deadlines such as those outlined for draft and final OID tables. | |
| 7 | What methods does your company use to promptly identify, communicate, and resolve issues or discrepancies (for example, missing or incorrect data) encountered during production? | |
| 8 | Briefly describe your notification and escalation protocol if a deliverable is at risk of delay, including your typical timeline and how you ensure transparency. | |
| 9 | Are there any concerns with the primary Product Service Code (PSC) selected? If so, which PSC would be a better fit? | |
| 10 | Are there any concerns with the NAICS code selected? If so, which NAICS code would be a better fit? | |
| 11 | Does the draft SOW (Attachment 1) clearly describe the Government’s requirement? | |
| 12 | Is there any specific language in the draft documents that may be unnecessarily driving cost, schedule, or performance? | |
| 13 | Are there any specific concerns regarding the IRS’s requirement, acquisition strategy, or attachments? | |
| 14 | How much do you anticipate it would cost to provide the services (materials and labor) described in the SOW for one year. |
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