Attachment 2 -Response Template_JETCSTaxCalc.xlsx
XLSX spreadsheet 257 KB Posted
- Attached to
- Joint Enterprise Tax Calculator Solution (JETCS)
- Solicitation number
- 26-25-A-PMO-JETCS-SSN
About this file
This is a response template for a Sources Sought solicitation issued by the Internal Revenue Service (IRS) for a Joint Enterprise Tax Calculator Solution (JETCS). The template is designed to collect information from vendors regarding their capabilities to provide cloud-based tax calculator software that integrates with IRS systems using standard API architectures. Responses are due May 8, 2026, at 3:00 PM (ET) for the initial submission and May 12, 2026, at 3:00 PM (ET) for the Sources Sought Notice (SSN) response.
The template is organized into four primary sections requesting company profile information, capability assessments, competition mindedness feedback, and task-specific questions. Company profile requirements include identification of points of contact, SAM UEI, NAICS codes, relevant government contracts, business classification, annual revenue for three years, and teaming arrangements. The capability section addresses whether vendors offer Commercial-off-the-Shelf (COTS) tax calculation products, including CMMI Level III or ISO 9001 certification status, current installation locations, and ability to meet specific PWS requirements in sections 4.2 through 4.5. Vendors must detail published API capabilities, processes for identifying and integrating tax law changes, documentation practices, security documentation and ATO experience, and ballpark pricing and timelines. Task-specific questions address five key areas: orientation briefing experience, system integration and performance with large data volumes, operational and maintenance capabilities for tax software, federal security and compliance experience, and tax form support (1040, 1041, 1065, 706, 1120, 1120-S) and API licensing policies. This is a market research tool and not a formal solicitation for proposals.
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Other files
| File | Type | Posted |
|---|---|---|
| Attachment 1 - PWS_IRS JETCS Tax Calc.pdf | ||
| SSN_26-25-A-PMO-JETCS-SSN.pdf |
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Text version
Part I Company Profile
| Joint Enterprise Tax Calculation Service (JETCS) Integration and Orchestration Service (JIOS), Tax Calculations | ||
| SSN Response Due Date: 5/8/2026 at 3:00 PM (ET) | SSN Response Due Date: 5/12/2026 at 3:00 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. List your company assigned System for Award Management (SAM) Unique Entity ID (UEI). | |
| 3 | Applicable NAICS (North American Industry Classification System) Codes | |
| 4 | List active governmentwide contracts related to the services required in the draft PWS that your company has been awarded (GWACs, IDIQs, and BPAs). For any GSA vehicles include applicable SIN(s). | |
| 5 | Identify Business Classification / Socio-Economic Status (e.g., large, small, 8(a), women owned, hub-zone, SDB, Service-Disabled Veteran Owned) | |
| 6 | Provide a brief description of the company's business size (i.e., annual gross revenue for the prior three (3) years) | |
| 7 | Describe anticipated teaming or subcontracting arrangements. |
Part II Capability
| Joint Enterprise Tax Calculation Service (JETCS) Integration and Orchestration Service (JIOS), Tax Calculations | ||
| SSN Response Due Date: 5/12/2026 at 3:00 PM (ET) | ||
| Part II: Capability | ||
| Number | Questions | Answers |
| Commercial-off-the-Shelf (COTS) Functionality and Expansion Capability | s | |
| 8 | Does your company offer a commercial off-the-shelf (COTS) product that calculates taxes? If yes, provide the name of your software. | |
| 9 | Is the solution Capability Maturity Model Integration (CMMI) Level III or International Organization for Standardization (ISO) 9901 certified? | |
| 10 | Where is your product currently installed? Provide: |
a. Customer name and contact information
b. How is it being utilized (via a user interface (how many users) and/or called systematically by another program (how many programs)),
c. High-level information on the technical environment (such as Windows/Linux/RHEL server, Windows/Mac/Unix based laptop/desktops
d. Where is it installed - in customer data center(s) (on-premises) and/or on Cloud (include cloud service provider name),
e. Security accreditation (i.e. FedRAMP, customer specific, none).
9 Can your product meet all the requirements listed in sections 4.2, 4.3, 4.4, and 4.5 of the PWS? If not, provide:
a. List of the specific requirements (per sections 4.2, 4.3, 4.4, and 4.5) your software can and cannot currently meet (e.g. bullet for bullet analysis of sections 4.2 through 4.5)
b. Whether you can modify your software to meet all the requirements listed in the PWS and if yes, how long that would take?
| 11 | Does your product have published API that can be leveraged to integrate with other systems within the IRS? If not, can it be modified to provide such capability and be production ready by October 31, 2026? If yes, provide details on your approach to achieving this. If not, provide your proposed modification method and timeline. |
| 12 | What is your process for identifying, assessing, and integrating changes in tax laws, regulations, and IRS procedural updates. Please include how often your software is updated to reflect these changes? |
| General | |
| 13 | Please provide specifics on documentation for your product: |
a. For example, is documentation available for all your calculations?
b. How is the documentation delivered (via online as PDF and/or other methods)?
c. Provide an example of your documentation
| 14 | Have you successfully provided security related documentation to your clients in order to receive an authority to operate (ATO)? If so, provide details. If not, explain why not. |
| 15 | Does your company have the capabilities and skill set to set-up requirements and ensure the structure, processes, workflows, and tools are in place to execute this requirement? |
| Pricing and Timeline | |
| 16 | Does your company have the capability to meet the period of performance schedule requested? |
| 17 | What is a ballpark estimated price (ROM)and timeline to successfully deliver these requirements? Provide high-level information on your pricing model. |
General
| Joint Enterprise Tax Calculation Service (JETCS) Integration and Orchestration Service (JIOS), Tax Calculations | ||
| SSN Response Due Date: 5/12/2026 at 3:00 PM (ET) | ||
| Part III: Competition Mindedness | ||
| Number | Short Answers | Answers |
| Commercial-off-the-Shelf (COTS) Functionality and Expansion Capability | s | |
| 18 | Would a interchange meeting and/or industry day help to develop future requirements and competition? | |
| 19 | Is there a particular strategic sourcing vehicle for this type of requirement that you recommend the government gather market research and/or solicit? | |
| 20 | What in your recommendation prevents this requirement from receiving multiple responses/offers? |
Part IV Questions and Comments
| Joint Enterprise Tax Calculation Service (JETCS) Integration and Orchestration Service (JIOS), Tax Calculations | |
| SSN Response Due Date: 5/12/2026 at 3:00 PM (ET) | |
| Part IV: Questions and Comments | |
| Questions | |
| Task 1 - Orientation Briefing | |
| 1 | Do you have experience organizing and conducting orientation-type briefings for government officials or similar stakeholders? |
| 2 | Describe your understanding of the objectives and scope of this Task Order PWS. |
| 3 | What risks or dependencies do you foresee in executing this effort? |
| 4 | How will you ensure alignment with IRS stakeholders throughout the task order lifecycle? |
| 5 | |
| Task 2 - System Integration and Performance | |
| 1 | Do you have experience supporting large volumes of data related to tax information? |
| 2 | Provide a detailed architecture diagram showing how your calculator integrates with target systems at the IRS. |
| 3 | Is your solution stateless or stateful? |
| 4 | How do you handle transaction integrity, error handling, and data validation? |
| 5 | What are your documented performance benchmarks (response time per transaction) and tested peak transaction volume? |
| Task 3 -Operational and Maintenance (O&M) Objectives | |
| 1 | Do you have relevant corporate experience maintaining tax calculator–type software solutions? |
| 2 | Describe your process for implementing annual indexed tax parameter updates |
| 3 | How do you track and incorporate ad-hoc legislative changes? |
| 4 | Provide your incident response workflow |
| 5 | |
| Task 4 -Security and Compliance Objectives | |
| 1 | Do you have relevant experience adhering to federal guidelines such as NIST, FISMA, and FIPS standards? |
| 2 | Is the solution single-tenant or multi-tenant? |
| 3 | Describe vulnerability scanning frequency. |
| 4 | How quickly are critical patches deployed? |
| 5 | Have you supported other federal ATOs? Provide examples. |
| Task 5 -Calculation Software & Licensing and Support | |
| 1 | Can you support APIs capable of handling the volume, scale, and performance levels requested by the government? |
| 2 | Describe your API licensing policy, including any applicable terms, restrictions, and pricing models. |
| 3 | Have you supported other federal agency's obtain and maintain ATO? Provide examples. |
| 4 | Are all required forms (1040, 1041, 1065, 706, 1120, 1120-S) and supporting schedules currently supported, if not what forms are supported? |
| 5 | |
| Comments | |
| Task 1 - Orientation Briefing | |
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| Task 2 - System Integration and Performance | |
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| Task 3 -Operational and Maintenance (O&M) Objectives | |
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| Task 4 -Security and Compliance Objectives | |
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| Task 5 -Calculation Software & Licensing and Support | |
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| Comments | |
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