TAS Operations Support L and E Development of Experiential Activities Workshops and Case Studies RFI.docx

Internal Revenue Service (IRS) Taxpayer Advocate Service (TAS): Operations Support (OPS): Learning & Education (L&E): Development of Experiential Activities, Workshops, and Case Studies Request for Information (RFI) December 16, 2024

Development of Experiential Activities, Workshops, and Case Studies RFI RFI | ii 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 assist the Taxpayer Advocate Service (TAS) in defining technical and management requirements for developing experiential activities, workshops, and case studies. The Government is gathering feedback on best practices, innovative methodologies, and contractor capabilities to ensure robust and effective training solutions.

Request for Information Number: 25-07-A-PMO Instructional Designer Project Title / Short Description: Operations Support (OPS): Learning & Education (L&E): Development of Experiential Activities, Workshops, and Case Studies PSC or FSC Code: AF13 EDUCATION, TRAINING, EMPLOYMENT, & SOCIAL SVCS R&D SVCS; EDUC SVCS R&D; EXPERIMENTAL DEVELOPMENT NAICS Codes:

Information available at Census.gov 611710 – Educational Support Services Release Date: December 16, 2024 Response Date: January 13, 2025 Primary Point of Contact and Contact Information:

Name: Cynthia Pittman Title: Director TAS Learning & Education (L&E) Email: Cynthia.L.Pittman@irs.gov

Instructional Design Support The IRS is looking for vendors who will be responsible for designing instructional materials, including experiential learning activities, workshops, and case studies, aligned with adult learning principles. These deliverables must comply with Section 508 accessibility standards and IRS security protocols. The contractor will collaborate with TAS leadership to improve employee training engagement and achieve program objectives.

Description of Contemplated Services The IRS is looking for a vendor with the capability of making a detailed technical assessment of TAS’s existing training materials and providing recommendations for improvements. This review should include both the content and the mode of delivery.

The vendor must have the capability of creating experiential learning activities, workshops, and case studies using instructional strategies and methodologies for Technology-Enabled Learning (TEL) that addresses people, processes, and technology.

Knowledge of adult learning theories, practices, and techniques is critical in order to provide the most appropriate learning solutions for each training course and audience.

The contractor shall be able to develop computer-based activities that conform with IRS security standards and 508 compliance standards. They should be able to convert existing job performance lessons and workshops into experiential learning activities.

RFI Instructions Responses to this RFI are requested in two (2) parts and must be submitted using Attachment 3 RFI Response Template.

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:

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

Applicable NAICS (North American Industry Classification System) Code List active governmentwide contracts that your company has been awarded (GWACs, IDIQs, and BPAs – include applicable SIN) Business Classification / Socio-Economic Status (e.g., large, small, 8(a), women owned, hub-zone, SDB, Service-Disabled Veteran Owned) Subcontracting / partnering / teaming possibilities Part II: Capability Responses to this Notice must include the following:

Request Structure In your estimation, is it reasonable to have these separate requests (new training, training assessment, advisory services) 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?

What labor categories do you think are applicable to each task, and why?

What level of expertise would those resources have?

What hourly rates would your company charge for the different levels of expertise needed ?

What is a ballpark estimated price to successfully deliver these requirements?

Experience / Expertise

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?

What is your company’s prior experience work with the government developing, assessing, and delivering training?

What level of education or certification (CPA, J.D., LLM in Taxation) would your team members offer?

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

General

1. Please provide any additional insights that would help us craft the requirement(s) to best meet our needs to provide the contemplated services.

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.

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