RFI Response Template - Taxpayer 360 Employee Tools Solution v3_3.19.2024.xlsx
XLSX spreadsheet 249 KB Posted
- Attached to
- Internal Revenue Service (IRS) Transformation and Strategy Office (TSO) Taxpayer 360 Employee Tools Solution
- Solicitation number
- 24-IRA-020-OITA
About this file
This document is a Request for Information (RFI) issued by the Internal Revenue Service (IRS) Transformation and Strategy Office (TSO) for the Taxpayer 360 Employee Tools Solution. The RFI seeks information from industry on the capability to provide services related to creating new specialized tax training courses, assessing existing agency training courses, and providing strategic tax advisory services.
The RFI requests responses in three parts: Company Profile, Capability, and Questions/Comments. It outlines the IRS's interest in developing an integrated interface to consolidate core taxpayer information and enable efficient access for customer service representatives. Key details include the need for data integrations, interface design and deployment, call center ecosystem integration, security and performance standards, and testing protocols. The RFI provides information on the project background, timeline, and point of contact. Responses are due by April 5, 2024 at 6:00pm EST. The Government reserves the right to use any non-proprietary technical information received in response to this RFI in any future solicitation.
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Text version
Part I Company Profile Internal Revenue Service (IRS) Transformation and Strategy Office (TSO) Taxpayer 360 Employee Tools Solution Request for Information (RFI) Response
| RFI Response Due Date: 4/5/2024 at 6:00pm EST | |
| Part I: Company Profile | |
| 1 | Company Name and Address |
| 2 | Company technical Point of Contact (POC) and Contract Lead POC information to include name, title, telephone number, and email address |
| 3 | Applicable NAICS (North American Industry Classification System) Code |
| 4 | List active governmentwide contracts that your company has been awarded (GWACs, IDIQs, and BPAs – include applicable SIN) |
| 5 | Identify Business Classification / Socio-Economic Status (e.g., large, small, 8(a), women owned, hub-zone, SDB, Service-Disabled Veteran Owned) |
| 6 | Identify subcontracting/partnering/teaming possibilities |
Part II Capability Internal Revenue Service (IRS) Transformation and Strategy Office (TSO) Taxpayer 360 Employee Tools Solution Request for Information (RFI) Response
| RFI Response Due Date: 4/5/2024 at 6:00pm EST | ||
| Part II: Capability | ||
| Request Structure | ||
| Number | Questions | Answers |
| 1 | In your estimation, is it reasonable to have these separate requests (data integrations, interface design and deployment, etc.) 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? | |
| 2 | What labor categories do you think are applicable to each task, and why? | |
| 3 | What level of expertise would those resources have? | |
| 4 | What hourly rates would your company charge for the different levels of expertise needed? | |
| 5 | What is a ballpark estimated price to successfully deliver these requirements? | |
| Experience/Expertise | s | |
| 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? | |
| 2 | What is your company’s prior experience with developing, assessing, and delivering integrated data access interfaces to consolidate core information on a user base (e.g,. CRM systems), especially for larger organizations with 15k+ employee users? | |
| General | ||
| 1 | Please provide any additional insights that would help us craft the requirement(s) to best meet our need to provide our future and existing enforcement workforce with technical tax expertise in these high-priority areas of taxation. | |
| 2 | Is there another PSC or NAICS code that you recommend for this scope of work? |
Part III Questions and Comments Internal Revenue Service (IRS) Transformation and Strategy Office (TSO) Taxpayer 360 Employee Tools Solution Request for Information (RFI) Response Questions and Comments
| RFI Response Due Date: 4/5/2024 at 6:00pm EST |
| Part III: Questions and Comments |
| Questions |
| Task 1 - Data Integrations |
| 1 |
| 2 |
| 3 |
| 4 |
| 5 |
| Task 2- Interface Design |
| 1 |
| 2 |
| 3 |
| 4 |
| 5 |
| Task 3 - Call Center Ecosystem Integration |
| 1 |
| 2 |
| 3 |
| 4 |
| Task 4 - Security, Accessibility, and Performance Standards |
| 1 |
| 2 |
| 3 |
| 4 |
| 5 |
| Task 5 - Test Protocols |
| 1 |
| 2 |
| 3 |
| 4 |
| 5 |
| Comments |
| Task 1 - Data Integrations |
| 1 |
| 2 |
| 3 |
| 4 |
| 5 |
| Task 2- Interface Design |
| 1 |
| 2 |
| 3 |
| 4 |
| 5 |
| Task 3 - Call Center Ecosystem Integration |
| 1 |
| 2 |
| 3 |
| 4 |
| Task 4 - Security, Accessibility, and Performance Standards |
| 1 |
| 2 |
| 3 |
| 4 |
| 5 |
| Task 5 - Test Protocols |
| 1 |
| 2 |
| 3 |
| 4 |
| 5 |
File details come from the government source that posted it. Updated .