RFI - Data Web Access Subscription 4.20.26.pdf

Internal Revenue Service (IRS)

Large Business & International (LBI) Data Web Access Subscription Request for Information (RFI)

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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 that will provide the Internal Revenue Service (IRS) with a database extensive financial data on global companies, including privately owned companies, regarding transfer pricing analysis, general tax compliance research and for criminal investigations.

Request for Information Number: 26-18-APMO

Release Date: April 14, 2026 1:30 PM EST

Response Date: April 24th, 2026 4:00 PM EST

Primary Point of Contact and Contact Information:

Name: Ana Rollins Title: Management Analyst Email: analeatha.s.rollins@irs.gov

Secondary Point of Contact and Contact Information:

Name: Iman Street Title: Staff Assistant Email: iman.street@irs.gov

Attachments Attachment 1 – Requirements Document Attachment 2 – Vendor Response Form

Project Title IRS - LB&I Data Web Access Subscription mailto:analeatha.s.rollins@irs.gov mailto:iman.street@irs.gov

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Description of Contemplated Services The Large Business & International division of IRS is looking for a curated global company database with integrated research tools and a suite of database subscriptions to enable tax audit, analysis, and potential tax assessments in the area of Section 482 transfer pricing and international taxation. The IRS is seeking full access allowing users to easily export all relevant information, save analyses, search sets for future use, and provide future enhancements/updates to the government at no additional cost.

Acquisition Strategy The Government’s acquisition strategy has not yet been determined. This RFI will be posted on multiple platforms, including SAM.gov, NASA SEWP, and GSA. Where appropriate, the Government prefers the use of established Government-wide acquisition vehicles.

Individual responses to firm inquiries will not be provided. Any answers to questions or additional acquisition information will be released through updates to this RFI posting.

RFI Instructions Firms who are registered on multiple platforms are not required to submit a response on all various platforms. However, firms may provide an additional response on another platform.

For your review, a draft requirements document is attached.

1) Additionally, please submit your responses into the Vendor Response Template attachment 2 (Do not alter the template).

2) Also, please attach your company’s capabilities statement (Adobe Portable Document Format (PDF) compatible, 1-page limit, minimum 11-point font size).

3) Additionally, attach your software specification brochure (Adobe PDF compatible, 2-page limit, minimum 11-point font size).

RFI responses must be submitted via email to the primary point of contract and secondary point of contact listed herein this RFI by the response date. The email has a maximum file size capacity of 10 Megabytes (MB).

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 Capability - 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.

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Part I: Company Profile Information Responders to this notice must provide the following company information in attachment 2:

1. Company Name

a. 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, 8A

6. Recommended applicable NAICS code(s); and

a. Product Service Code(s) (PSCs)

7. List all applicable Governmentwide Acquisition Contracts (GWACs) from the list below:

• 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 under 7. Please list other vehicles under 7.a

a. List contracts and SINs and other vehicles.

8. Number of Employees

9. Subcontracting / partnering / teaming possibilities

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Part II: Capability As indicated in instruction all responses are to be submitted via Attachment 2 RFI Vendor Response Form.

Responses to this notice must include the following:

10. Does your company have similar previous experience to the type of work outlined in the Draft Requirements Document? Yes/No

a) 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)? Yes/No

a. 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? Yes/No

a. 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?

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a. 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? Yes/No

a. 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.)? Yes/No

a. 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?

Yes/No

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? Yes/No

a. 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? Yes/No

a. 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? Yes/No

a. 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).

25. Does the Draft Requirements Document contain sufficient information that would enable you to adequately respond to a future solicitation? Yes/No

a. If “no”, please provide additional information.

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26. Provide comments, suggestions, and/or any insights not already requested herein that would benefit the IRS as related 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.