Audit Svcs RFI.pdf

INTERNAL REVENUE SERVICE (IRS)

REQUEST FOR INFORMATION (RFI)

IRS OFFICE OF THE CHIEF FINANCIAL OFFICER

AUDIT SERVICES (IRS-AUDIT_SERVICES)

JANUARY 5, 2026

BACKGROUND

The Internal Revenue Service (IRS) is an agency within the U.S. Department of the Treasury (Treasury) responsible for administering and enforcing federal tax laws. The IRS Office of the Chief Financial Officer (CFO) supports enterprise-wide financial management activities, including financial accounting, financial reporting, internal controls, and audit support that enable the IRS to meet statutory and regulatory financial management requirements and support informed decision-making. The CFO Financial Management organization supports both administrative and custodial accounting activities, and maintains key financial management systems and reporting capabilities.

The IRS is conducting market research in support of an anticipated requirement for professional financial management, financial management systems, and audit support services aligned to the attached draft Performance Work Statement (PWS). The draft PWS includes task areas supporting: (1) financial accounting, reporting, reconciliations, cost accounting, internal control, and audit readiness activities; (2) Integrated Financial System (IFS) and related financial systems support; (3) ad hoc CFO financial management support for emerging requirements; (4) task order management; and (5) transition-in and transition-out activities to ensure continuity of operations.

PURPOSE

THIS IS A REQUEST FOR INFORMATION (RFI) ONLY. This RFI is issued solely for market research, planning and information purposes and is not to be construed as a commitment by the U.S. Government to issue a subsequent solicitation (Request for Proposal, etc.). This RFI does not commit the U.S. Government to contract for any supply or service. IRS is not seeking proposals at this time. Further, IRS will not accept unsolicited proposals in response to this RFI. Participants in this market research are advised that the U.S. Government will not pay any costs incurred in response to this RFI. All costs associated with responding to this RFI will be solely at the interested party’s expense. Responses to this RFI will be used to identify potential sources, vehicles and set asides for specific small business classifications. There is no funding set aside for this requirement at the time of this RFI.

This RFI is conducted as part of the Government’s market research and exchange of information with industry consistent with Federal Acquisition Regulation (FAR) Part 10 (Market Research) and FAR 15.201 (Exchanges with industry before receipt of proposals).

To establish an Independent Government Cost Estimate (IGCE), the Government is encouraging vendors to provide budgetary and/or standard rate information relevant to the services outlined in the attached draft PWS (for example: labor category mapping recommendations, fully burdened hourly rates under existing contract vehicles, or commercially available rate cards, as applicable). Please note that this is not a request for a formal proposal or price quote.

IRS may use the responses to this RFI in developing a procurement strategy. IRS will weigh the capability, quality, and feasibility of proposed approaches; staffing and transition strategies; ability to support an on-site operational environment; demonstrated experience supporting federal financial management operations and financial statement audits; and the level of risk in consideration of the formal procurement strategy. The information provided in this RFI is subject to change and is not binding to the U.S. Government. All submissions become the property of the U.S. Government and will not be returned. Responses to the RFI may be used to develop U.S. Government documentation. Responses to this RFI may be reviewed by U.S. Government technical experts drawn from staff within IRS and other Federal agencies.

SCOPE

IRS is conducting market research via this Request for Information (RFI)/Sources Sought Notice (SSN) for the purpose of identifying prospective sources capable of providing professional financial management, financial systems, and audit support services in support of the IRS CFO Financial Management organization, in accordance with the attached draft PWS.

At a high level, the requirement includes integrated support across the following areas:

• Financial accounting, reporting, and analysis support; administrative and custodial accounting operations support; cost accounting support; and internal control support.

• Financial management systems support, including functional and accounting support for the Integrated Financial System (IFS) and related systems, including documentation, configuration support, reporting support, testing support, and support for system change initiatives.

• Audit support, including responsiveness to audit requests and inquiries (e.g., Government Accountability Office audit support and other oversight support), and corrective action planning and monitoring.

• Task order management, including status reporting, risk/issue management, staffing/resource planning, and communication support across all task areas.

• Transition-in and transition-out activities to ensure continuity of operations, structured knowledge transfer, and preservation of institutional knowledge.

Additional environmental considerations reflected in the draft PWS include (but are not limited to):

performance alongside Government personnel in an on-site operating environment in the Washington, District of Columbia metropolitan area; background investigation requirements consistent with staff-like access; and the need to safeguard sensitive information used in financial management operations.

RESPONDING TO THIS RFI

Sources able to satisfy the requirements detailed in the attached draft Performance Work Statement (PWS) are invited to submit information describing their capabilities and relevant experience. Please limit submissions to a MAXIMUM of 16 pages (15 pages including single cover page, white paper response, diagrams, staffing concepts, and any attachments). Responses shall be provided in Microsoft Word or Adobe Portable Document Format (PDF), using 11 font size and 8.5 x 11-inch pages. No hard copies will be accepted.

Submissions shall be received at IRS via email to RYAN.M.DOLAN@IRS.GOV, no later than 11:59pm eastern February 6, 2026. Please cc Samantha.R.Cairns@irs.gov, also. Early submissions are encouraged. IRS reserves the right to review late submissions; however, there is no guarantee of review of late submissions.

Please include the RFI title “RFI Response to IRS-FM_AUDIT_SVCS – (Company Name)” in the subject line of your email and provide electronic submission (Microsoft Word or PDF) of your response.

Responses shall include the information requested below.

Cover Page (one page maximum)

The cover page shall include the following information:

• Company Information and Single Point of Contact (Name, Title, Contact Information)

• System for Award Management (SAM.gov) Unique Entity Identifier (UEI)

• Addresses (mailing address, website, and social media if applicable)

• Brief Overview of the Company and Core Capabilities Relevant to the Draft PWS

• Number of Employees

• Business Type, North American Industry Classification System (NAICS) code(s), and Company Size (e.g., other than small, small business, Service-Disabled Veteran-Owned Small Business, etc.)

• Confirmation of (or recommended) NAICS code(s) and Product Service Code(s) (PSCs) for this requirement

• List of any General Services Administration (GSA) Multiple Award Schedule contracts, Governmentwide Acquisition Contracts (GWACs), or other Federal contract vehicles relevant to this requirement

RFI QUESTIONS

In addition to the cover page, the Government requests responses to the questions provided in the attachment “RFI Questions.” Prospective vendors shall limit responses to the RFI questions and any supplemental documentation (such as staffing concepts, process diagrams, or relevant past performance summaries) to a MAXIMUM of 15 pages plus cover page (16 total). Responses received by the Government exceeding the 15-page limit will not be reviewed beyond the first 15 pages after the cover page.

Any company proprietary information, performance capabilities, and/or future modifications should be clearly identified and marked; please segregate proprietary information. Please be advised that all submissions are confidential between the company and the Government, shall be deemed Government property, and will not be returned.

QUESTIONS RELATIVE TO THE RFI

All questions regarding this RFI shall be received at IRS via email at RYAN.M.DOLAN@IRS.GOV, and due no later than 11:59pm eastern January 23, 2026.All answers to the questions will be posted via this publication on SAM.gov.

TERMS & CONDITIONS

This RFI 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 RFI 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 RFI 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 the Governmentwide point of entry or other similar source (e.g., GSA eBuy). However, responses to this RFI will not be considered adequate responses to a solicitation.

Responses to this RFI 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 particular acquisition alternative as a result of this RFI. Responses to the RFI will not be returned. Not responding to this RFI does not preclude participation in any future solicitation if one is issued.

The Government reserves the right to contact some, all, or none of the responding vendors for further discussions regarding the RFI response. Any discussion is for clarification or for further information gathering and shall not be misconstrued as the Government’s interest to pursue or enter into any contractual agreement or obligation.