25-43 RFI OID Tables.docx
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- Solicitation number
- 25-43_APMO_Preparation_of_Original_Issue_Discount(OID)_Tables_for_IRS_Publication_1212
About this file
This is a Request for Information (RFI) issued by the Internal Revenue Service (IRS) for the Preparation of Original Issue Discount (OID) Tables for IRS Publication 1212. The RFI seeks to gather market research from potential contractors who can support the annual preparation of Publication 1212, which provides OID instrument data. The project involves managing an OID bond data repository, contacting issuers to correct discrepancies, calculating OID accruals, and producing 100-150 pages of tables for public release.
Responses are due by August 20, 2025, and must be submitted via email to Jonathan Brown and Deric Patton. The RFI requires vendors to provide a five-page capabilities statement and respond to detailed industry feedback questions covering experience with financial data tables, software tools, data integrity protocols, quality assurance measures, and deadline management. The solicitation is classified under NAICS code 541211 (Offices of Certified Public Accountants) and Product Service Code R703 (Support-Management: Accounting), with no commitment to award a contract. The information gathered will be used to inform potential future solicitation documents.
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Other files
| File | Type | Posted |
|---|---|---|
| Draft_OID_SOWv6 (Attachment 1).docx | DOCX document | |
| 25-43 OID Tables RFI Response (Attachment 2).xlsx | XLSX spreadsheet |
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Internal Revenue Service (IRS)
25-43 APMO
Preparation of Original Issue Discount (OID) Tables for IRS Publication 1212 Taxpayer Services Request for Information (RFI) July 29, 2025
Preparation of Original Issue Discount (OID) Tables for IRS Publication 1212 RFI | ii Introduction This is a Request for Information (RFI) -- hereinafter Notice. This is NOT a solicitation for proposals, proposal abstracts, request for bids or quotations, nor a promise to issue a solicitation in the future. The purpose of this RFI is for the Government to obtain knowledge and information for project planning purposes only.
No proprietary, classified, confidential, or sensitive information should be included in responses to this Notice, unless otherwise appropriately marked by the Respondent. The Government reserves the right to use any non-proprietary technical information received in response to this Notice in any resultant solicitation(s). Do Not Submit any Proposals / Offers / Quotes in response to this Notice.
At a summary level, the Government has interest in and is seeking information regarding the capability of firms who can provide services pertaining to Preparation of Original Issue Discount (OID) Tables for IRS Publication 1212.
Request for Information Number: 25-43 APMO Preparation of Original Issue Discount (OID) Tables for IRS Publication 1212 Project Title / Short Description: 25-43 APMO Preparation of Original Issue Discount (OID) Tables for IRS Publication 1212 PSC or FSC Code: R703 – Support- Management: Accounting NAICS Codes: 541211 – Offices of Certified Public Accountants Release Date: 07/29/2025 Response Date: 08/20/2025 Primary Point of Contact and Contact Information:
Name: Jonathan Brown and Deric Patton Title: Procurement Analyst and Tax Analyst Email: Jonathan.L.Brown@IRS.gov CC: Deric.C.Patton@IRS.gov
Project Title: Preparation of Original Issue Discount (OID) Tables for IRS Publication 1212 This contract provides support for the annual preparation and release of Pub. 1212, Guide to Original Discount (OID) Instruments, which lists Original Issue Discount (OID) instruments. The contractor will manage the OID bond data repository, contact issuers to correct discrepancies, calculate OID accruals, and produce tables for publication. The results will be made publicly available to support compliance by financial institutions, brokers, and taxpayers.
Description of Contemplated Services Currently, the IRS is required to provide OID information to brokers, middlemen, and the public on an annual basis. Pub. 1212 provides the necessary data to perform various financial calculations and references a list of OID debt instruments (bonds) posted on the IRS website (IRS.gov/Pub1212).
The information is collected from various sources but primarily from completed Forms 8281, Information Return for Publicly Offered Original Issue Discount Instruments. The resulting OID tables include income amounts to be reported on information returns for each calendar year, calculated through a variety of methods, generating approximately 100 to 150 pages of tables.
RFI Instructions The IRS is seeking responses from Interested Parties, which shall be provided in two (2) Sections: capabilities statement and industry feedback. Vendors who believe they can meet the requirements outlined in the attached Draft Statement of Work (SOW Attachment 1), should respond by completing the (2) parts below: Capabilities Statement and Industry Feedback.
All responses shall be sent via email to Contract Specialist Jonathan Brown and Tax Analyst Deric Patton at Jonathan.L.Brown@IRS.gov and Deric.C.Patton@IRS.gov. Submissions must be received no later than 4:00 pm Eastern Time (ET) on 20 August 2025. Questions or comments regarding this notice may be addressed to the email addresses above. No phone calls will be accepted; all correspondence shall be in writing at this time.
Responses shall not contain any brochures, advertising or any other type of extraneous, graphic literature or documents that have not been requested and are not relevant or essential in demonstrating the company’s ability to provide the required services.
Vendors shall reference "Preparation of Original Issue Discount (OID) Tables for IRS Publication 1212" in the subject line of their response as well as in the subject line of any other e-mail correspondence referencing this notice.
Part I: Capabilities Statement Responders to this Notice shall provide a capabilities statement, not to exceed five (5) pages, as it relates to their ability to provide the equipment and services outlined in the attached draft SOW (Attachment 1). In addition to the capabilities statement, please complete the following questions on the “Part I Company Profile” tab on the RFI Response Template (Attachment 2):
Company Name and Address Company technical Point of Contact (POC) information to include name, title, telephone number, and email address.
Applicable NAICS (North American Industry Classification System) Code List active governmentwide contracts that your company has been awarded (GWACs, IDIQs, and BPAs – include applicable SIN) Business Classification / Socio-Economic Status (e.g., large, small, 8(a), women owned, hub-zone, SDB, Service-Disabled Veteran Owned) Subcontracting / partnering / teaming possibilities Part II – Industry Feedback Respondents are strongly encouraged to provide feedback on the RFI Response Template (Attachment 2), The questions are as follows:
| 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. |
Terms and Conditions regarding this Notice This Notice does not obligate the Government to award a contract or otherwise pay for the information provided in response. All costs associated with responding to this Notice are solely at the responding party's expense. The Government reserves the right to use information provided by respondents for any purpose deemed necessary and legally appropriate. Further, the Government may contact the vendor for additional information regarding the information submitted as part of this market research effort. Any organization responding to this notice should ensure that its response is complete and sufficiently detailed to allow the Government to determine the organization’s qualifications to perform the work. 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. After a review of the responses received, a pre-solicitation synopsis and solicitation may be published in Government Point of Entry or other similar source (e.g., GSA E-buy). However, responses to this notice will not be considered adequate responses to a solicitation.
Responses to this notice are not offers and cannot be accepted by the Government to form a binding contract or agreement. The Government will not be obligated to pursue any acquisition alternative as a result of this notice. Responses to the notice will not be returned. Not responding to this notice does not preclude participation in any future solicitation if one is issued.
No proprietary, classified, confidential, or sensitive information should be included in responses to this Notice, unless otherwise appropriately marked by the Respondent. The Government reserves the right to use any non-proprietary technical information received in response to this Notice in any resultant solicitation(s).
Do Not Submit any Proposals/Offers in response to this Notice.
Thank you for your response to this Request for Information.
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