RFI 01082025.docx

Internal Revenue Service (IRS) Instructional Systems Designer and Industrial Organizational Psychologist Support Services Request for Information (RFI) January 8, 2025

RFI ISD/IO 5000204817 | ii Introduction This is a Request for Information (RFI) -- hereinafter Notice. This is NOT a solicitation for proposals, proposal abstracts, request for bids or quotations, nor a promise to issue a solicitation in the future. The purpose of this RFI is for the Government to obtain knowledge and information for project planning purposes only.

No proprietary, classified, confidential, or sensitive information should be included in responses to this Notice, unless otherwise appropriately marked by the Respondent. The Government reserves the right to use any non-proprietary technical information received in response to this Notice in any resultant solicitation(s). Do Not Submit any Proposals / Offers / Quotes in response to this Notice.

At a summary level, the Government has interest in and is seeking information regarding the capability of firms who can provide services pertaining to Organizational Psychologist (IO) professionals to assist the IRS in its continuing efforts to optimize training programs to align with business goals and enhance employee performance.

Request for Information Number:

Project Title / Short Description: Request for Information (RFI) on Instructional Systems Designer (ISD) and Industrial and Organizational Psychologist (IO) Support Services Capabilities.

PSC or FSC Code: 8299 NAICS Codes: 611430 Professional and Management Development Training Release Date: January 8, 2025 Response Date/Time: January 21, 2025/3:00 PM EST Primary Point of Contact and Contact Information:

Project Title The IRS is looking for vendors who can provide support from Instructional Systems Designer (ISD) and Industrial and Organizational Psychologist (IO) professionals to assist the IRS in its continuing efforts to optimize training programs to align with business goals and enhance employee performance. ISD support includes updating/developing course curricula, courseware, and learning strategies/solutions for mission critical occupations within identified business units. IO support includes assessing employee career paths and aligning the relevant competencies and behavioral indicators to each mission critical occupation and developing assessment tools to accurately measure gains in proficiency to enhance employee performance.

Description of Contemplated Services The scope of contemplated services encompasses Contractor Support for IRSU activities including, but not limited to, support for training services. IRS University (IRSU) serves as the framework for developing and educating IRS employees to deliver the IRS mission by strengthening individual and organizational learning, knowledge, competencies, and skills. IRSU follows a corporate university model, serving as an innovative, centralized learning function that relies on technology to provide employees with enhanced training experiences. The Contractor shall provide support from Instructional Systems Designer (ISD) and Industrial and Organizational Psychologist (IO) professionals to assist the IRS in its continuing efforts to optimize training programs to align with business goals and enhance employee performance. ISD support includes updating/developing course curricula, courseware, and learning strategies/solutions for mission critical occupations within identified business units. IO support includes assessing employee career paths and aligning the relevant competencies and behavioral indicators to each mission critical occupation and developing assessment tools to accurately measure gains in proficiency to enhance employee performance.

The IRS mission requires Contractors who have expertise in such areas as program and project planning, creating web-based applications, databases, and associated utilities for service-wide communications, program management and administration, performance measurements, cost reporting, and recommended solutions based on understanding of IRS’s information architecture, infrastructure, and organization.

As the federal agency that collects taxes and administers internal revenue laws, the IRS is required to administer the tax provisions included in all legislation. The Contractor will provide services to support current tax code applications and build new processes that do not exist in tax administration today.

The contractor will be responsible for operating and maintaining systems and upgrading more than a dozen key enterprise IT Systems and overseeing several tax systems designed to carry out legislative changes.

The contractor should be capable of providing program management support and of facilitating the integration of SMEs into IRS activities.

The contractor should be capable of making a detailed technical assessment of the quality of the IRS’s existing training materials for revenue agents and of providing recommendations for improvements. This review should include both the content and the mode of delivery.

The contractor should be capable of creating comprehensive technical material and conduct training for IRS Revenue Agents and Economists to (1) understand the basics of financial statements, tax laws focused on economic interpretation and application of transfer pricing regulations. (2) addressing large partnerships, s-corps, trusts, and advanced individual (high-income and high-wealth) issues. The creation of training materials could be performed at the vendor’s place of performance and training sessions could be conducted in the most cost-effective cities and locations as determined by the training coordinators.

The contractor should be capable of providing a group of tax subject matter experts (SMEs) to provide strategic advice and insights to the IRS. The contractor should demonstrate the ability to secure capable SMEs as the IRS’s needs evolves.

RFI Instructions Responses to this RFI are requested in three (3) parts and must be submitted using Attachment 3 RFI Response Template.

Part I Company Profile Information - IRS seeks company profile information about the firms that provide services positioned to address the requirements discussed above.

Part II Technical – IRS seeks Industry responses to specific questions. Do not include any support documentation for any company other than your own. This is an analysis of your company’s abilities.

Part III – Capability - Vendors are encouraged to submit capability statements not to exceed (5) five pages as part of the response to this RFI.

Part I: Company Profile Information Responders to this Notice must provide the following company information:

Company Name and Address Company technical Point of Contact (POC) information to include name, title, telephone number, and email address.

Applicable NAICS (North American Industry Classification System) Code List active governmentwide contracts that your company has been awarded (GWACs, IDIQs, and BPAs – include applicable SIN) Business Classification / Socio-Economic Status (e.g., large, small, 8(a), women owned, hub-zone, SDB, Service-Disabled Veteran Owned) Subcontracting / partnering / teaming possibilities Part II: Technical Responses to this Notice must include the following:

Request Structure In your estimation, is it reasonable to have these separate requests (new training, training assessment, advisory services) on a single Performance Work Statement (i.e., is it likely that your company or any company could perform well on each of them)?

Pricing

1. How would you structure the team members needed to successfully deliver on this potential requirement?

What labor categories do you think are applicable to each task, and why?

What level of expertise would those resources have?

What hourly rates would your company charge for the different levels of expertise needed?

What is a ballpark estimated price to successfully deliver these requirements?

Experience / Expertise

1. Does this request lend itself to a contractor that is a large business or small business? Does business size matter when it comes to meeting this requirement?

What is your company’s prior experience with developing, assessing, and delivering complex technical tax training or providing strategic advisory in these IRS high-priority areas (large partnership structures and tax strategies, high income and high wealth tax strategies, economist transfer pricing issues)?

What level of education or certification (CPA, J.D., LLM in Taxation) would your team members offer?

What are the average years of experience of the team members your company would assign to this potential contract?

General Please provide any additional insights that would help us craft the requirement(s) to best meet our needs to provide the contemplated services.

Part III: Capabilities Vendors are encouraged to submit capability statements not to exceed 5 pages as part of the response to this RFI.

Terms and Conditions regarding this Notice This Notice 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 Notice 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 notice 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 Government Point of Entry or other similar source (e.g., GSA E-buy). However, responses to this notice will not be considered adequate responses to a solicitation.

Responses to this notice 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 notice. Responses to the notice will not be returned. Not responding to this notice does not preclude participation in any future solicitation if one is issued.

No proprietary, classified, confidential, or sensitive information should be included in responses to this Notice, unless otherwise appropriately marked by the Respondent. The Government reserves the right to use any non-proprietary technical information received in response to this Notice in any resultant solicitation(s).

Do Not Submit any Proposals/Offers in response to this Notice.

Thank you for your response to this Request for Information.

RFI ISD/IO 5000204817 | 1

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