Attachment 4 - Vendor Response Template Amend1.xlsx
XLSX spreadsheet 135 KB Posted
- Solicitation number
- 26-12-APMO
About this file
This is a Vendor Response Template for the Internal Revenue Service (IRS) Taxpayer Assistance Center (TAC) Modernization Request for Information (RFI), Solicitation Number 26-12-APMO. The template is designed to collect comprehensive information from potential contractors interested in supporting the modernization of over 350 TAC offices nationwide that provide in-person taxpayer assistance with tax law inquiries, account resolution, identity verification, and related services.
The template is structured in two parts: Part I collects company profile information including business size classification, socio-economic status, NAICS codes, relevant government contracts, and subcontracting capabilities; Part II requests detailed technical capability responses addressing the contractor's ability to perform required services, relevant experience, resource requirements for current state assessment, future state roadmap development, and full implementation. Specific queries include estimated timeframes (3, 6, or 9 months, or custom), required labor categories and positions with hours per month, expertise levels, team experience, pricing recommendations (firm fixed, labor hour, or other contract types), and estimated total project costs. The RFI seeks contractor support across three primary phases: documenting current state operations, developing a future state roadmap, and assisting with implementation of the approved roadmap. This is a comprehensive modernization effort encompassing people, technology, and reporting components. Responses are limited to 3,000 characters per cell in the template. The RFI was amended on February 12, 2026, with updated submission instructions.
View the file
Other files
| File | Type | Posted |
|---|---|---|
| TAC Modernization_RFI Amend 1.pdf | ||
| Attachment 2 - Acronyms.pdf | ||
| Attachment 1 - TAC Modernization - PWS v5_RFI.pdf | ||
| TAC Modernization_RFI_v2.pdf | ||
| Attachment 3 - Contractor On-Boarding Requirements.pdf | ||
| Attachment 4 - Vendor Response Template.xlsx | XLSX spreadsheet |
On GovTribe
Work with this file
- Download the original file
- Contacts named in this file
- Similar government files
- Ask GovTribe AI about this file
Text version
Part I Company Profile
| Attachment 4 - Taxpayer Services TAC Modernization RFI | |
| RFI Response | |
| Part I: Company Profile | |
| 1 | Company Name and Address |
| 2 | Company Size: Small Business or Large Business |
| 3 | What is your company’s classification: a SB, SDB,WBE, WOSB, 8A, VOSB, SDVOSB, MBE, DBE, |
| 4 | Company technical Point of Contact (POC) information to include name, title, telephone number, email address, and website. |
| 5 | Applicable NAICS (North American Industry Classification System) Code |
| 6 | List active governmentwide contracts that your company has been awarded (GWACs, IDIQs, and BPAs – include applicable SIN) |
| 7 | Business Classification / Socio-Economic Status (e.g., large, small, 8(a), woman owned, hub-zone, SD, Service-Disabled Veteran Owned) |
| 8 | Subcontracting / partnering / team possibilities |
Part II Technical Capability Taxpayer Services TAC Modernization RFI Response Matrix
Part II: Technical Capability
| Number | Questions | Answers (3000 character limit per cell) |
| 9 | Does your company have the capability to perform all required services in the Draft Requirements Document? Yes/No. If "no" describe your capabilities. | |
| 10 | Does your company have similar previous experience with the type of work outlined in the Draft Requirements Document? Yes/No. If "yes" describe your experience. | |
| 11 | Does the Draft Requirements Document contain the sufficient information that would enable you to adequately respond to a solicitation? Yes/No. If "no" please provide additional information. | |
| 12 | To complete a current state assessment as written, what resources are required? | |
| 12.a | Part A - how much time would you estimate to be required? a. 3 months b. 6 months c. 9 months d. (custom) ____________ | |
| 12.b | Part B - what labor categories/positions are neccessary to complete the current state assessment? Describe your team structure including title, description and estimated hours per month each position would need to be assigned to complete their tasks. | |
| 12.c | Part C – What level of expertise would those resources have (e.g., experience, training, certifications, etc.)? | |
| 13 | To complete a future state assessment as written, what resources are required? |
13.a Part A - how much time would you estimate to be required?
a. 3 Months
b. 6 Months
c. 9 Months
d. (Custom) __________________
| 13.b | Part B - What labor categories/positions are necessary to complete the full implementation of future state? Describe your team structure including title, description and estimated hours per month each position would need to be assigned to complete their tasks. |
| 13.c | Part C – What level of expertise would those resources have (e.g., experience, training, certifications, etc.)? |
| 14 | To complete full implementation of future state, what resources are required? |
| 14.a | Part A - how much time would you estimate to be required? |
a. 3 Months
b. 6 Months
c. 9 Months
d. (Custom) __________________
| 14.b | Part B - What labor categories/positions are necessary to complete the full implementation of future state? Describe your team structure including title, description and estimated hours per month each position would need to be assigned to complete their tasks. |
| 14.c | Part C – What level of expertise would those resources have (e.g., experience, training, certifications, etc.)? |
| 15 | Describe any additional resources you would use to achieve the TAC modernization objective? |
| 16 | What are the average years of experience for team members your company would assign to this potential contract? |
| 17 | If you use a subcontractor, is the company a small or large business and is it part of a joint venture? |
| 18 | What pricing/contract type (FP, LH, etc.) would you recommend for the services and why? |
| 19 | What is an estimated total price to successfully deliver this requirement? |
| 20 | Provide comments, suggestions, and/or any insights not already requested herein that would benefit the IRS as related to this RFI. |
| 21 | Does your company have the capability to provide personnel with the requisite Department of Treasury clearances? Additionally, do you have any employees that have already been cleared for work at Treasury? |
| 22 | Optional Feedback: Please provide any feedback or questions you may have related to this requirement and the Draft Requirements Document. This section is only for questions or feedback to the Agency about this requirement and to further expand on any responses provided above. |
File details come from the government source that posted it. Updated .