Attachment 4 - Vendor Response Template.xlsx

XLSX spreadsheet 135 KB Posted

Attached to
Internal Revenue Service (IRS) Taxpayer Assistance Center (TAC) Modernization
Solicitation number
26-12-APMO
Issued by

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 nationwide TAC offices.

Part I of the template requests company profile information including company name and address, size classification (small or large business), socio-economic status designations (SB, SDB, WBE, WOSB, 8A, VOSB, SDVOSB, MBE, DBE), technical point of contact details, applicable NAICS codes, active governmentwide contracts (GWACs, IDIQs, BPAs), and subcontracting or teaming possibilities. Part II focuses on technical capability assessment through 14 substantive questions requiring vendors to demonstrate experience with similar work, evaluate the adequacy of the draft requirements document, and estimate resources needed across three distinct phases: current state assessment, future state assessment, and full implementation of future state. For each phase, vendors must specify estimated timelines (3, 6, 9 months, or custom), identify necessary labor categories with titles and estimated monthly hours, and describe the expertise levels required. Additional questions address team composition and average experience years, subcontractor status, recommended pricing and contract types (FP, LH, etc.), total estimated pricing, Treasury Department clearance capabilities, and any comments or feedback regarding the modernization objectives and draft requirements.

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Part I Company Profile

Attachment 4 - Taxpayer Services TAC Modernization RFI
RFI Response
Part I: Company Profile
1Company Name and Address
2Company Size: Small Business or Large Business
3What is your company’s classification: a SB, SDB,WBE, WOSB, 8A, VOSB, SDVOSB, MBE, DBE,
4Company technical Point of Contact (POC) information to include name, title, telephone number, and email address.
5Applicable NAICS (North American Industry Classification System) Code
6List active governmentwide contracts that your company has been awarded (GWACs, IDIQs, and BPAs – include applicable SIN)
7Business Classification / Socio-Economic Status (e.g., large, small, 8(a), woman owned, hub-zone, SD, Service-Disabled Veteran Owned)
8Subcontracting / partnering / team possibilities

Part II Technical Capability Taxpayer Services TAC Modernization RFI Response Matrix

Part II: Technical Capability

NumberQuestionsAnswers
9Does your company have the capability to perform all required services in the Draft Requirements Document? Yes/No. If "no" describe your capabilities.
10Does your company have similar previous experience with the type of work outlined in the Draft Requirements Document? Yes/No. If "yes" describe your experience.
11Does 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.
12To complete a current state assessment as written, what resources are required?
12.aPart A - how much time would you estimate to be required? a. 3 months b. 6 months c. 9 months d. (custom) ____________
12.bPart 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.cPart C – What level of expertise would those resources have (e.g., experience, training, certifications, etc.)?
13To 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.bPart 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.cPart C – What level of expertise would those resources have (e.g., experience, training, certifications, etc.)?
14To complete full implementation of future state, what resources are required?
14.aPart A - how much time would you estimate to be required?

a. 3 Months

b. 6 Months

c. 9 Months

d. (Custom) __________________

14.bPart 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.cPart C – What level of expertise would those resources have (e.g., experience, training, certifications, etc.)?
15Describe any additional resources you would use to achieve the TAC modernization objective?
16What are the average years of experience for team members your company would assign to this potential contract?
17If you use a subcontractor, is the company a small or large business and is it part of a joint venture?
18What pricing/contract type (FP, LH, etc.) would you recommend for the services and why?
19What is an estimated total price to successfully deliver this requirement?
20Provide comments, suggestions, and/or any insights not already requested herein that would benefit the IRS as related to this RFI.
21Does 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?
22Optional 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.

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