Attachment 2 - Vendor Response Form.xlsx
XLSX spreadsheet 139 KB Posted
- Attached to
- Data Web Access Subscription
- Solicitation number
- 26-18-APMO
About this file
This is a Vendor Response Form (RFI submission template) for the IRS Data Web Access Subscription opportunity. Vendors responding to this pre-solicitation must complete two parts: Part I requests company profile information including SAM.gov UEI, technical point of contact details, company size classification (small business or other), socioeconomic status (HUBZone, WOSB, SDVOSB, 8A), applicable NAICS codes and PSCs, relevant Governmentwide Acquisition Contracts (MAS, OASIS SB, OASIS+, ALLIANT 2, ALLIANT 3, 8a STARS III, VETS2, POLARIS, NASA SEWP vehicles, or other), employee count, and subcontracting/partnering capabilities.
Part II contains 24 technical capability questions with a 3,000-character response limit per question, designed to evaluate vendor experience and software functionality. Key evaluation areas include prior experience supporting organizations requiring public and private company information access, years providing worldwide business financial research database software, comprehensive coverage of financial data (company financials, ownership structures, filings, M&A data, patent/IP data, sanctions screening), regional coverage (EMEA and Asia/Pacific), historical data archives (minimum 5 years), unlimited download capabilities, module navigation without re-entering search criteria, saved searches and analysis functionality, 24/7 help desk support, minimum 3 virtual training courses monthly, full compliance with draft requirements, value-added services for resellers, recommended pricing/contract type, and estimated total delivery price. The RFI response deadline is April 24, 2026, at 4:00 PM EST.
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Other files
| File | Type | Posted |
|---|---|---|
| RFI - Data Web Access Subscription 4.20.26.pdf | ||
| Attachment 1 - DWAS Requirement Document.pdf |
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Part I Company Profile
| Vendor Response Form: RFI for IRS Data Web Acces Subscription | |||||||||||||||
| 1. Company Name | 1a. Address | 2. System for Award Management (SAM.gov) Unique Entity Identifier (UEI) | 3. | Company technical Point of Contact (POC) information to include name, title, telephone number, email address, website, and social media if applicable. | 4. | Company Size: Small Business or Other than small business | 5. | What is your company’s classification: HUBZone, WOSB, SDVOSB, and/or 8A. | 6. | North American Industry Classification System (NAICS)(s) | 6a. | Product Service Code(s) (PSCs) | 7. | List all applicable Governmentwide Acquisition Contracts (GWACs) from the list below (use commas between GWACs): | |
| • | MAS | ||||||||||||||
| • | OASIS SB | ||||||||||||||
| • | OASIS+ | ||||||||||||||
| • | ALLIANT 2 | ||||||||||||||
| • | ALLIANT 3 | ||||||||||||||
| • | 8a STARS III | ||||||||||||||
| • | VETS2 | ||||||||||||||
| • | POLARIS | ||||||||||||||
| • | NASA SEWP 334111 Group A | ||||||||||||||
| • | NASA SEWP 541519 Group B | ||||||||||||||
| • | NASA SEWP 541519 Group C | ||||||||||||||
| • | NASA SEWP 541519 Group D | ||||||||||||||
| • | OTHER | ||||||||||||||
| If your company holds a contract under another vehicle than on this list, type in "OTHER" Do Not add name below. Please list other vehicles under 7.a | 7a. Provide Contract number for each vehicle and include applicable SIN, or title of other GWAC(s). | 8. | Number of Employees | 9. Subcontracting / partnering/ team possibilities |
| Instructions: |
| Complete Tabs Part I and II |
| Please use commas to separate different items, classifications, or types within each cell. |
Part II Technical Capability
| Questions | Answers (3000 character limit per cell) | |
| 10. | Does your company have similar previous experience to the type of work outlined in the Draft Requirements Document? Yes/No | |
| 10a | Explain how your software has supported organizations (current and previous clients) requiring access to public and private company information, including historical data and source filings? For each example, identify the following: | |
| • | Customer type | |
| • | Approximate user count | |
| • | Deployment model | |
| • | Major software modules used | |
| • | Period of performance | |
| 11. How many years has your company provided a worldwide business financial research database software as a commercial product? | ||
| 12. | Does your company provide a worldwide database of public and private current and historical financial business information including standardized company financials, detailed corporate ownership structures (including beneficial ownership Information), directors and contacts, stock data for listed companies, country profiles, financial strength metrics, and compliance data (including sanctions screening and PEPs identifications)? | |
| 12a. Describe your experience providing software that combines the following: | ||
| • | Company financials | |
| • | Ownership structure | |
| • | Filings/source documents | |
| • | New/events | |
| • | Loan/debt data | |
| • | M&A/deal data | |
| • | Patent/IP data | |
| • | Alert/monitoring | |
| 13. Does your company provide worldwide public and private business financial information, with coverage of the Europe, Middle East, and Africa (EMEA) regions? | ||
| 13a. If yes, please describe your capabilities to provide business financial data from EMEA such as types of financial data. | ||
| 14. Does your company provide worldwide public and private business financial information, with coverage of the Asia/Pacific regions? | ||
| 14a. If yes, please describe your capabilities to provide business financial data from Asia/Pacific. | ||
| 15. Does your company maintain an archive of up to 5 years or more of company financials, including assigned industry codes and company descriptions for each year of analysis for comparable companies? | ||
| 15a. | If yes, please describe your database archive. If no, please specify the number of years archived company financials, assigned industry codes, and company descriptions your company provides. | |
| 16. | Does your company provide unlimited download ability for data associated with searches and screening analysis (i.e., company, IP loan, similar screens, etc.)? | |
| 16a. Please describe the data and download capabilities of your software. | ||
| 17. Explain how users move between modules without re-entering search criteria or rebuilding analyses. | ||
| 18. Describe how your software supports saved searches, reusable screens, saved analyses, and future retrieval of prior work. | ||
| 19. | Does your company provide 24 hours and 7 days a week of help desk support for all users? | |
| 19.a Please describe the type of help desk support provided to your clients and how help is requested by users. | ||
| 20. Does your company provide a minimum of 3 virtual training courses per month for all modules available to all users? | ||
| 20a. Please describe the type of user training provided (i.e., courses, etc.) and how training is scheduled and held. | ||
| 21. Does your company have the capability to perform all required services outlined in the Draft Requirements Document? | ||
| 21a. Describe any differences between your software capabilities and the requirements document. | ||
| 22. If you are a reseller of a worldwide business financial research database, does your company provide value-added services in addition to the database subscription cost? | ||
| 22a. | If yes, describe the types of value-added services provided? | |
| 23. What pricing/contract type (FP, LH, etc.) would you recommend for the services and why? | ||
| 24. What is an estimated total price to successfully deliver this requirement (including the yearly price). | ||
| 26. | Provide comments, suggestions, and/or any insights not already requested herein that would benefit the IRS as related to this RFI. |
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