Sources Sought Notice for Web Portal Portals_NAICS 519230.pdf

Sources Sought Notice

Web Search Portals and All Other Information Services

Notice Type

Sources Sought Notice

Agency

Department of the Treasury Internal Revenue Service (IRS) Small Business Self-Employed (SBSE)

Purpose

This is a Sources Sought notice issued solely for market research purposes in accordance with Federal Acquisition Regulation (FAR) Part 10. This notice is not a solicitation, Request for Quotations (RFQ), or Request for Proposals (RFP), and shall not be construed as a commitment by the Government to award a contract or otherwise pay for information submitted in response to this notice.

The Financial Services Industry of the Internal Revenue Service (IRS) Large Business and International Division (LB&I) employees Revenue Agents who examine complex financial transactions engaged in by taxpayers. Financial Services Agents examine tax issues that are national in scope, significant in dollars, important to tax administration and/or important for uniform and consistent treatment across the IRS. LB&I International Examiners, Engineers and Subject Matter Experts also assist in the examination of taxpayers’ financial transactions.

Financial transactions include, but are not limited to, stocks, bonds, mortgages, foreign currency, commodities, options, forward contracts, futures contracts, swaps, and other financial derivatives. As part of the examination of a financial transaction, the Revenue Agent must understand and analyze the market price and financial background of financial instruments. Although some financial data, such as the prices of publicly traded domestic stock, is publicly available on the internet, financial data for many financial instruments can only be obtained by accessing private, subscription-only financial services

Requirement

IRS agents require access to a full range of global financial data, pricing tools, training and live help. Such data and tools are crucial to Financial Services Agents in the examination of complex financial transactions.

Access to the vendor’s global suite of global financial data and pricing tools will assist the Agents to check taxpayers’ pricing of sophisticated financial instruments and to target areas of compliance risk.

The Agents’ needs for this financial data include, but are not limited to: comparable financial data in order to price convertible bonds and verify that taxpayers’ pricing and yield calculations are reasonable, historical dividend information based on CUSIP numbers to verify taxpayers’ dividend amounts, dividend timing and tax withholding, a database of municipal securities in order to verify whether taxpayers have properly classified their investments as taxable or tax-exempt, financial tools to price a large portfolio of securities and derivatives at once, oil and gas pricing, prices of commodities traded on foreign exchanges, and stock/equity historical prices including when a company has been de-listed due to merger, acquisition or bankruptcy.

Scope of Work

This is a subscription to access the vendor’s repository of financial data on its internet site.

Pursuant to the subscription, this provides access to real time and historical market data for Equities, Futures, Options, Fixed Income and Currency Markets, historical dividend information, over the counter pricing from leading brokers, pricing data for oil and gas markets, financial data about foreign corporations and foreign stock prices, calculators to help price commodity swaps and options, credit default swap fundamentals and pricing, forward curve analytics, tools for calculating yield, spread, option-adjusted spread and total return, global foreign currency news, and other financial data and tools.

This subscription must also allow Agents to link the data streams onto Excel spreadsheets, in order to price a large volume of securities at once and download the data into Excel.

The service also includes training, both on demand and in-person and live help from experienced financial professionals. Further this service will provide daily financial news of relevance to Revenue Agents, such as news about securities regulation, corporate mergers and acquisitions, corporate penalties and fines, hedge funds, private equity funds and similar.

Deliverables

This requirement is for access to an online data suppository; therefore, deliverables include data queries including stock and bond issuance and pricing details, derivative values, derivative pricing models, foreign currency rates, market prices for securities traded outside of U.S. markets, and a mechanism to download financial data into Excel.

The service must also include training, both on demand and in-person and live help from experienced financial professionals. Further this service provides daily financial news of relevance to Revenue Agents, such as news about securities regulation, corporate mergers and acquisitions, corporate penalties and fines, hedge funds, private equity funds and similar.

Vendor Response Instructions

Interested vendors are requested to submit the following information via email by 12 pm (EST) on Wednesday, July 22, 2026: All submissions must be sent to Ms. Joan Estelly at joan.b.estelly@irs.gov and Ms. Patricia Brown at patricia.e.brown@irs.gov. Questions regarding this Sources Sought Notice may be submitted in writing by email to joan.b.estelly@irs.gov and patricia.e.brown@irs.gov. Verbal questions will NOT be accepted. The Government does not guarantee that questions received after 22 July 2026 will be answered.

1. Company name, address, UEI, and CAGE Code.

2. Business size and socioeconomic status (e.g., Small Business, 8(a), HUBZone, SDVOSB, WOSB, EDWOSB, or Large Business).

3. Manufacturer and model number of the proposed product.

4. Product literature, specifications, or brochures demonstrating compliance with the minimum technical requirements.

5. Confirmation that the proposed product is Microsoft Teams Certified.

6. Confirmation that the proposed product includes all required accessories listed in this notice.

7. Estimated delivery lead time after receipt of order.

8. Authorized reseller status, if proposing products manufactured by another company.

9. Identification of the applicable GSA Multiple Award Schedule contract number, if applicable.

10. Any additional information that would assist the Government in determining market capability.

Submission Information

1. Responses shall be submitted electronically in PDF format.

mailto:joan.b.estelly@irs.gov mailto:patricia.e.brown@irs.gov mailto:joan.b.estelly@irs.gov mailto:patricia.e.brown@irs.gov

2. Responses should not exceed ten (10) pages, excluding product literature.

Questions for Industry

The Government requests responses to the following:

1. Is your company capable of providing the required quantity within commercially reasonable delivery timelines?

2. If proposing an equal product, please explain how your product meets or exceeds each of the Government's minimum requirements.

3. Are there any commercial best practices or alternative configurations the Government should consider?

4. Are there any anticipated supply chain constraints or extended lead times for this requirement?

Disclaimer

This notice is issued solely for market research purposes. It does not constitute a solicitation or a promise to issue a solicitation in the future. The Government will not reimburse respondents for any costs incurred in preparing or submitting information in response to this notice.

Any information received may be used by the Government to assist in acquisition planning, including determining the availability of commercial products, the extent of competition, and whether any future procurement should be set aside for small business concerns.

No contract award will be made as a result of this notice.