TAC Modernization_RFI_v2.pdf

Internal Revenue Service (IRS)

TREASURY - IRS Taxpayer Assistance Center (TAC) Modernization (Mod)

Services - Market Research Request for Information (RFI)

February 6, 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 Notice is for the Government to obtain knowledge and information for project planning and market research 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 IRS has interest in and is seeking information regarding the capability of firms who can provide services pertaining to providing public safety through an Explosive Detection Canine Team.

Project Title / Short Description: IRS TAC Mod

PSC or FSC Code: R799 – Support: Management: Other

NAICS Codes: 541611 - Administrative Management and General Management Consulting Services

Release Date: February 6, 2026

Response Date: February 20, 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

Attachments Attachment 1 – Performance Work Statement (PWS) Attachment 2 – Acronyms Attachment 3 – Contractor On-Boarding Procedures Attachment 4 – Vendor Response Template mailto:analeatha.s.rollins@irs.gov mailto:iman.street@irs.gov

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Project Title TREAS – IRS Taxpayer Assistance Center (TAC) Modernization (Mod)

Description of Contemplated Services The purpose of this RFI is to seek contractors to support IRS in assessing and implementation of a roadmap to modernize the over 350 nationwide TAC offices that provide assistance to taxpayers who require in-person help with tax law inquiries, account resolution, identify verification and other taxpayer needs. As part of this implementation, we will need support to 1) Document current state, 2) Develop a roadmap for future state and 3) help implementation of approved roadmap. This would be a comprehensive modernization effort including people, technology and reporting.

RFI Instructions For your review, a draft Performance Work Statement (PWS) with appendices are attached.

Additionally, please submit your responses into the Vendor Response Template attachment 4. RFI responses must be submitted via email to the primary point of contract and secondary point of contact listed on SAM.gov 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 4:

1. Company Name and Address

2. Company Size: Small Business or Large Business

3. What is your company’s classification: SB, SDB, WBE, WOSB, 8A, VOSB, SDVOSB, MBE, DBE,

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

5. Applicable NAICS (North American Industry Classification System) Code

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6. List active governmentwide contracts that your company has been awarded (GWACs, IDIQs, and BPAs – include applicable SIN)

7. Business Classification / Socio-Economic Status (e.g., large, small, 8(a), women owned, hub-zone, SDB, Service-Disabled Veteran Owned)

8. Subcontracting / partnering / teaming possibilities

Part II: Capability As indicated in instruction all responses are to be submitted via Attachment 4 RFI Vendor Response Template.

Responses to this notice must include the following:

9. Does your company have the capability to perform all required services outlined in the Draft Requirements Document?

Yes/No - If “no”, describe your capabilities.

10. Does your company have similar previous experience with the type of work outlined in the Draft Requirements Document/PWS?

Yes/No - If “yes”, describe your experience.

11. Does the Draft Requirements Document contain sufficient information that would enable you to adequately respond to a future solicitation?

Yes/No - If “no”, please provide additional information.

12. To complete a current state assessment as written, what resources are required?

12.a Part A – how much time would you estimate to be required?

a. 3 Months

b. 6 Months

c. 9 Months

d. (Custom) __________________

12.b Part B – What labor categories/positions are necessary to complete the current state assessment? Describe your team structure including title, description and estimated hours per month each position would need to be assigned to complete their tasks.

12.c Part C – What level of expertise would those resources have (e.g., experience, training, certifications, etc.)?

13. To complete a future state assessment as written, what resources are required?

13.a Part A – how much time would you estimate to be required?

e. 3 Months

f. 6 Months

g. 9 Months

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h. (Custom) __________________

13.b Part B – What labor categories/positions are necessary to complete the future state assessment? Describe your team structure including title, description and estimated hours per month each position would need to be assigned to complete their tasks.

13.c Part C – What level of expertise would those resources have (e.g., experience, training, certifications, etc.)?

14. To complete full implementation of future state, what resources are required?

14.a Part A - how much time would you estimate to be required?

a. 3 Months

b. 6 Months

c. 9 Months

d. (Custom) __________________

14.b Part B – What labor categories/positions are necessary to complete the full implementation of the future state? Describe your team structure including title, description and estimated hours per month each position would need to be assigned to complete their tasks.

14.c Part C – What level of expertise would those resources have (e.g., experience, training, certifications, etc.)?

15. Describe any additional resources you would use to achieve the TAC modernization objective?

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

17. If you use a subcontractor, is the company a small or large business and is it part of a joint venture?

18. What pricing/contract type (FP, LH, etc.) would you recommend for the services and why?

19. What is an estimated total price to successfully deliver this requirement?

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

21. Does your company have the capability to provide personnel with the requisite Department of Treasury clearances? Additionally, do you have any employees that have already been cleared for work at Treasury?

22. Optional Feedback: Please provide any feedback or questions you may have related to this requirement and the Draft Requirements Document. This section is only for questions or feedback to the Agency about this requirement and to further expand on any responses provided above.

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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 obliged to pursue any acquisition alternative because 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 RFI.