Business Intelligence Platform FY26_SOW 3-6-25 .pdf

Statement of Work

Office of Research Analysis and Statistics (RAAS)Internal Revenue Service (IRS)

1. BACKGROUND

The Statistics of Income (SOI) Division, recognized by the Office of Management and Budget (OMB) as the Department of the Treasury’s principal statistical unit, fulfills its statutory “publish-and-protect” mandate under the Foundations for Evidence-Based Policymaking Act of 2018 and the Internal Revenue Code (IRC) sections 6108 and 6103.

Consistent with OMB’s Trust Regulation (5 CFR Part 1321), SOI upholds the fundamental responsibilities to produce high quality credible Corporation and Partnership data while ensuring the confidentiality and integrity of the information entrusted to it.

SOI’s Corporation and Partnership Studies are mission-critical data programs supporting SOI’s primary customers, including Treasury’s Office of Tax Analysis (OTA), the Congressional Joint Committee on Taxation (JCT), the Federal Reserve Board (FRB), and the Bureau of Economic Analysis (BEA). The outputs—such as the Corporation Income Tax Returns Line Item Estimates, the Corporation Complete Report, and public products published through the IRS Tax Stats website—provide authoritative insight into the structure, behavior, and performance of the U.S. corporate sector.

Sustained external demand from policy institutions, economists, and researchers underscores the need for continued investment in high-standard data sources to ensure accuracy, comparability, and transparency in tax-based statistics.

2. PURPOSE

The SOI Division requires an access to Business Intelligence Platform. The access is essential for the collection, research, and validation of corporate and partnership tax return data.

Specifically, SOI needs to use Business Intelligence data for:

• Verifying and validating corporate identities, mergers, and organizational structures.

• Confirming North American Industry Classification System (NAICS) codes and assign accurate industry designations.

• Researching corporate financial data, including revenues, assets, and ownership hierarchies; and

• Cross-referencing publicly filed business information to ensure the accuracy and consistency of SOI’s corporate tax return statistics.

This information is critical to the accuracy and integrity of SOI’s corporate statistics, which in turn support the production of national macroeconomic indicators, including the Gross Domestic Income (GDI) and the National Income and Product Accounts (NIPAs) compiled by Treasury, OTA, JCT, FRB, and BEA.

3. OPERATIONAL REQUIREMENTS

SOI’s research, editing, and statistical data validation processes rely on accurate industry classifications, verified financial information, and structured ownership data to conduct in-depth entity analysis and cross-entity linkage research. Maintaining accurate and consistently applied NAICS classifications is critical to preserving the statistical quality required under Office of Management and Budget (OMB) standards for federal statistical units. Access to a structured, externally validated industry classification source strengthens data verification processes and reduces classification inconsistencies.

Therefore, the platform must provide integrated access to verified corporate data for both public and private entities, standardized and consistently applied NAICS classifications (primary and secondary codes), financial information, physical business location data, and structured hierarchical business relationships.

In addition, the platform must provide structured, multi-tier ownership hierarchies, including parent–subsidiary relationships, ultimate parent identification, affiliated entity linkages, and domestic and global ownership structures. These capabilities are necessary to ensure accurate identification of related entities and to support continuity analysis across reporting periods.

The platform must also identify corporate structural events and organizational changes, including mergers and acquisitions, consolidations, reorganizations, spin-offs, divestitures, bankruptcy restructurings, and successor/predecessor relationships.

Visibility into these events is essential to prevent statistical distortions in longitudinal studies and to ensure accurate entity tracking across tax years.

Finally, the platform must provide structured, machine-readable data capable of supporting AI-assisted data validation, automated anomaly detection, cross-entity matching algorithms, and pattern recognition for structural changes. These capabilities align with Treasury’s AI modernization objectives and support the implementation of AI-based data verification processes within SOI workflows.

Without access to an integrated platform that combines verified financial data, NAICS classifications, structured ownership hierarchies, and corporate structural event indicators, SOI’s ability to conduct comprehensive corporation and partnership studies would be significantly impaired. Fragmented or disconnected data sources would not provide the level of integration necessary to support reliable linkage analysis, statistical validation, and modernization initiatives.

4. SCOPE

The Contractor must provide renewal of subscription services platform for twenty-seven

(27) named user licenses in support of the SOI Division, Internal Revenue Service, Department of the Treasury.

The Contractor shall provide users with continuous access to a commercial business intelligence platform that includes the research and analytical capabilities described herein. The platform must support entity identification, industry classification validation, financial analysis, ownership hierarchy analysis, corporate structural event identification, and advanced filtering and data extraction necessary to support SOI research and statistical validation activities.

The platform shall maintain a comprehensive global business database containing information on no fewer than 300 million business entities (active and inactive), including both public and private companies, to ensure sufficient coverage for domestic and international entity research, ownership linkage analysis, and longitudinal statistical validation. The database must provide broad industry and geographic coverage necessary to support SOI’s corporation and partnership research requirements.

The Contractor shall provide technical support and account management services The Contractor shall provide technical support during standard business hours (at a minimum, Monday–Friday, 8:00 a.m.–5:00 p.m. Eastern Time, excluding federal holidays).

Acknowledge receipt of support requests within four (4) business hours. Resolve routine user access issues within one (1) business day. Initiate corrective action for system-wide outages within four (4) business hours of notification. Support shall be available via email. The Contractor shall provide clear contact information and escalation procedures.

The Contractor shall provide account management services necessary to support subscription administration and performance oversight.

Account management services shall include:

• A designated account representative

• Coordination with the Contracting Officer’s Representative (COR) regarding license management

• Assistance with subscription renewals and administrative inquiries

• Notification of significant platform updates or changes that may affect functionality

• Support with user onboarding guidance and high-level orientation materials

• The Contractor shall respond to administrative inquiries from the COR within one

(1) business day.

The Contractor shall ensure timely administration of user accounts, including activation, modification, and deactivation of named user seats as directed by the SOI’s Contracting Officer’s Representative (COR).

User Account Administration Measurable Standards:

• Account Activation: New user accounts shall be activated within one (1) business day of receipt of written authorization from the COR.

• Account Modification: Changes to user information (e.g., name change, email update, role adjustment, reassignment of license) shall be completed within one

(1) business day of receipt of written request from the COR.

• Account Deactivation: User accounts shall be deactivated within one (1) business day of receipt of written direction from the COR.

• License Reassignment: When a named user separates or no longer requires access, the Contractor shall reassign the license to a replacement user within one (1) business day of COR notification.

In addition, the Contractor shall maintain platform availability during core business hours of 8:00 a.m. to 6:00 p.m. Eastern Time, Monday through Friday, excluding Federal holidays, with a minimum uptime of 99 percent during those hours throughout the period of performance.

The Contractor shall schedule routine system maintenance, updates, and upgrades outside of core business hours whenever practicable to avoid disruption of SOI operations. Any planned maintenance expected to impact service availability during core business hours shall be coordinated in advance with the Contracting Officer’s Representative (COR) and shall require prior notification. The Contractor shall provide confirmation of completion of all account related actions via email to the COR.

Optional / Desired Capability (Non-Mandatory)

In support of SOI’s implementation of Treasury’s AI modernization initiative, the SOI seeks enhanced bulk upload and data export capabilities within the platform’s list management and entity matching functionality, if commercially available and consistent with standard licensing terms.

Specifically, the SOI looking for the ability to upload and match business entity lists exceeding 50,000 records within the platform’s list management or entity matching tools;

perform batch matching of large entity datasets against the platform’s company records to support entity validation and research workflows; export matched company information in quantities exceeding the current per-download limitation (e.g., limits of 999 records), where commercially permissible.

Expanded upload and export capacity would improve efficiency in entity matching, reduce manual segmentation of datasets, and enhance SOI’s ability to conduct large-scale validation and cross-entity linkage analysis.

This functionality is requested as an enhancement and shall be provided if available within the Contractor’s commercial offering and consistent with licensing and data usage terms. If such expanded capabilities are not available, the Contractor shall identify any commercially available options, add-ons, or tiered subscription levels that would enable increased upload and export thresholds.

5. OBJECTIVE

The objective is to obtain online access for 27 users to:

• Update information on industry and financial information for companies in the Business Intelligence Platform.

• Update explanations for corporate structure and lines of business for companies listed in the business database.

• Download and export company- and industry-level data necessary to support SOI entity research and classification, including but not limited to:

NAICS industry classifications (primary and secondary codes) Company financial indicators (e.g., revenue, employee size, and related metrics as commercially available) Corporate ownership and hierarchical relationship data Corporate structural event indicators (e.g., mergers, acquisitions, reorganizations) Business location and geographic identifiers Industry-level summary data and segmentation results The platform shall allow authorized users to extract and download such data in standard, machine-readable formats (e.g., CSV, Excel, or equivalent) consistent with commercial license terms to support internal corporate analysis and statistical validation.

6. TASKS

The Contractor shall provide online access to for 27 users to Business Intelligence Platform.

7. PERIOD OF PERFORMANCE

The period of performance for this award will be a base year plus four option years.

Base Year: 03/18/2026 – 03/17/2027 Option Year 1: 03/18/2027 – 03/17/2028 Option Year 2: 03/18/2028 – 03/17/2029 Option Year 3: 03/18/2029 – 03/17/2030 Option Year 4: 03/18/2030 – 03/17/2031

13. DELIVERABLES TABLE

Del.

# Milestone - Deliverable Date of Completion or Delivery

1 Online Access to Business Intelligence Platform NLT 1 business day after activation