RFI - ITMT LBI.pdf

Internal Revenue Service (IRS)

Large Business & International (LBI) International Tax Modeling Tool (ITMT)

Request for Information (RFI) May 26, 2026

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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 is seeking information on industry capabilities to provide a secure, IRS-compatible software solution for modeling and analyzing complex international tax provisions under the Tax Cuts & Jobs Act of 2017, the One Big Beautiful Bill Act of 2025, and prior law. The solution should enable IRS personnel to evaluate tax impacts and taxpayer planning strategies, support integration of tax return data (e.g., XML ingestion), and include associated services such as training, ongoing maintenance, and operational integration, while ensuring strict compliance with taxpayer confidentiality requirements under IRC §6103.

Request for Information Number: 26-22-APMO

Release Date: May 26th, 2026 12:00 PM EST

Response Date: July 17th 2026 12:00 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

Attachment Attachment 1 – Vendor Response Template

Project Title IRS - LB&I International Tax Modeling Tool mailto:analeatha.s.rollins@irs.gov mailto:iman.street@irs.gov

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Description of Contemplated Services The Department of the Treasury, Internal Revenue Service (IRS), on behalf of the Cross Border Activities (CBA) Practice Area within the Large Business & International Division, is seeking information from industry on the capability to deliver a software solution that enables IRS personnel to model and analyze the application of international tax provisions under the Tax Cuts & Jobs Act (TCJA) of 2017, the One Big Beautiful Bill Act of 2025 (OB3), and pre-existing tax law.

The scope includes not only development and delivery of the tool, but also comprehensive support services such as user training, ongoing maintenance, and eventual integration of the solution into IRS operations.

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 do not need to respond on every platform, but they may submit extra responses across platforms if they wish.

1) Submit your responses into the Vendor Response Template attachment 1 (do not alter the template).

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

3) Additionally, as applicable, 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.

Part I: Company Profile Information Responders to this notice must provide the following company information in attachment 1:

1. Company Name and Address (mailing address, website, and social media if applicable)

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

3. Company Size: Small Business or Other than Small Business

4. Company classification: (e.g., HUBZone, WOSB, SDVOSB, 8A)

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

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

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

8. Number of Employees

9. Subcontracting, partnering, or teaming options

Part II: Capability As indicated in instructions, all responses are to be submitted via attachment 1 (RFI Vendor Response Template).

Responses to this notice must include the following:

1. Does your firm have expertise in international tax provisions, including TCJA and non-TCJA provisions, and newly issued tax provisions (e.g. OB3)? If yes, provide a description of relevant experience, including representative clients and the nature of services performed.

2. Describe your firm’s experience in developing software tools for modeling international tax provisions:

a. Identify the specific international tax provisions modeled

b. Describe the scale and complexity of the models developed

c. Specify the tools, platforms, and technologies utilized

d. Clarify your firm’s role (e.g., solution architecture, design, development, implementation)

e. Identify the client(s) served

f. Provide any additional information about relevant experience

3. Describe the flexibility of your solution in modeling calculations across diverse taxpayer profiles and fact patterns, particularly when using a filed tax return as the baseline input.

Include any design limitations:

a. Identify components of tax modeling that are inherently difficult to standardize

b. Explain how the tool accommodates varying taxpayer profiles

c. Describe how the system adapts to new or evolving tax regulations

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4. Specify the location(s) where services will be performed and the extent to which services can be delivered remotely versus on-site.

5. Provide an estimated timeline for development and customization of the solution (e.g., in weeks or months).

6. Identify the resources required to develop and implement the tax modeling tool, including staffing (roles and team size) and supporting technologies.

7. Describe the process and frequency for updating the tool to reflect changes in tax law, including governance and deployment mechanisms.

8. How many concurrent users can your product support? Describe any system limitations or constraints related to user concurrency and performance.

9. Describe the product’s maximum processing capacity, including supported data volumes, record counts, and concurrent workloads.

10. Describe the available data storage and retrieval architectures for the solution, including deployment on government-furnished infrastructure (e.g., local machines, on-premises servers, or government cloud) versus vendor-managed environments. Provide a comparative analysis of each option, including security, compliance, performance, scalability, accessibility, and operational control considerations.

11. Provide your current FedRAMP authorization status, including the authorization level (Low, Moderate, or High), the authorizing body, and whether the authorization is active and listed in the FedRAMP Marketplace. If your solution is not currently authorized, indicate whether you are pursuing FedRAMP authorization and your anticipated timeline.

12. Assuming the solution is customized for exclusive IRS use, describe available options for ongoing vendor support, including service models, service level agreements (SLAs), and long-term maintenance considerations.

13. Describe the solution’s capability to ingest, or be modified to ingest, XML data to replicate an “as-filed” tax return. Include details on data ingestion, validation, transformation/mapping processes, and any constraints (e.g., number of entities, tax years, or file size limitations).

14. Describe the setup, configuration, customization, and deployment process for the solution.

Include methodologies, tools, or accelerators used to enhance efficiency, along with estimated timelines, required resources, and key factors affecting implementation speed.

15. Recommend appropriate pricing and contract structure (e.g., Firm-Fixed-Price, Labor-Hour, Time-and-Materials), including a rationale for the proposed approach.

16. Provide an estimated total cost to deliver the full scope of the requirement, including recurring annual costs.

17. Provide any additional comments, recommendations, or insights that would assist the IRS in refining this requirement or evaluating potential solutions.

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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.