TE/GE Employee Plans AI Assistor RFI
Closed Pre-Solicitation Posted
- Solicitation number
- 26-40-APMO
- Agency
-
Internal Revenue Service
Department of the Treasury
- Responses due
- Set-aside
- No set-aside
Opportunity facts
- NAICS code
- 541519 Other Computer Related Services
- PSC
- Not on record
- Place of performance
- Lanham, Maryland, United States
Notice details come from SAM.gov. Updated .
About this opportunity
The Internal Revenue Service Tax Exempt and Government Entities Employee Plans Division is conducting market research via Request for Information to identify commercially available and emerging AI solutions capable of enhancing retirement plan compliance activities, with RFI responses due July 7, 2026 at 12:00 p.m. Eastern Time.
The Government seeks AI-enabled solutions that can securely ingest and analyze structured and unstructured retirement plan data; interpret plan documents and applicable statutory and regulatory requirements; perform retirement plan calculations and compliance analyses including discrimination testing, coverage testing, and funding requirements; generate examination workpapers and compliance reports; conduct scenario modeling; and integrate with enterprise systems including PegaSystems and Salesforce. Solutions must provide secure, explainable, and governed AI outputs with configurable workflows supporting human review and approval before final compliance determinations.
Mandatory security and compliance requirements include FedRAMP authorization, FISMA compliance with NIST SP 800-53 controls, Federal Tax Information (FTI) protection per IRS Publication 1075, and Section 508 accessibility compliance. The solution must support deployment flexibility across cloud-hosted, hybrid, on-premises, or government-controlled environments and demonstrate prior federal agency deployment experience with measurable outcomes.
This RFI is for market research purposes only under FAR Parts 10 and 15.201 and does not constitute a solicitation or commit funding. The Government will not reimburse response costs. Responses shall not exceed 16 pages total (15 pages plus one cover sheet) and must be submitted in Microsoft Word or PDF format to DAVIDA.E.PATTON@IRS.GOV and FRANCESCA.CONTEE@IRS.GOV. Questions and answers were posted July 6, 2026. The IRS has not yet determined set-aside treatment, acquisition structure, contract vehicle, or whether to require independent third-party assurance.
Notice text
2 versions
Update #2 · Latest ·
July 6, 2026 - RFI questions and answers have been posted.
REQUEST FOR INFORMATION (RFI) – TE/GE Employee Plans AI Assistor
The Internal Revenue Service (IRS), Tax Exempt and Government Entities (TE/GE), Employee Plans (EP) Division, is conducting market research to identify commercially available and emerging Artificial Intelligence (AI) solutions that can enhance retirement plan compliance activities, improve operational efficiency, strengthen compliance risk identification, and support informed decision-making by IRS personnel.
The Government seeks information on AI-enabled solutions capable of securely ingesting and analyzing structured and unstructured retirement plan data; interpreting plan documents and applicable statutory and regulatory requirements; performing retirement plan calculations and compliance analyses; generating reports and workpapers; conducting scenario modeling; integrating with enterprise systems such as PegaSystems and Salesforce; and providing secure, explainable, and governed AI outputs.
THIS IS A REQUEST FOR INFORMATION (RFI) ONLY. This notice is issued solely for market research purposes in accordance with FAR Part 10 and FAR 15.201. It does not constitute a solicitation, request for proposals, or request for quotations. The Government will not reimburse respondents for any costs associated with responding.
Responses will be used to assess marketplace capabilities, identify potential sources, support acquisition planning, develop an Independent Government Cost Estimate (IGCE), evaluate commercial practices, and inform future procurement strategy. There is no funding currently associated with this RFI.
Interested vendors are invited to submit a capability statement and responses to the attached RFI. Responses shall not exceed 16 pages total (15 pages plus a one-page cover sheet) and must be submitted electronically in Microsoft Word or PDF format.
Questions are due no later than 12:00 p.m. Eastern Time on July 2, 2026.
RFI responses are due no later than 12:00 p.m. Eastern Time on July 7, 2026.
Submit questions and responses via email to DAVIDA.E.PATTON@IRS.GOV and FRANCESCA.CONTEE@IRS.GOV. Include "RFI Response to TEGE AI Employee Assistor – (Company Name)" in the subject line.
Update #1 ·
REQUEST FOR INFORMATION (RFI) – TE/GE Employee Plans AI Assistor
The Internal Revenue Service (IRS), Tax Exempt and Government Entities (TE/GE), Employee Plans (EP) Division, is conducting market research to identify commercially available and emerging Artificial Intelligence (AI) solutions that can enhance retirement plan compliance activities, improve operational efficiency, strengthen compliance risk identification, and support informed decision-making by IRS personnel.
The Government seeks information on AI-enabled solutions capable of securely ingesting and analyzing structured and unstructured retirement plan data; interpreting plan documents and applicable statutory and regulatory requirements; performing retirement plan calculations and compliance analyses; generating reports and workpapers; conducting scenario modeling; integrating with enterprise systems such as PegaSystems and Salesforce; and providing secure, explainable, and governed AI outputs.
THIS IS A REQUEST FOR INFORMATION (RFI) ONLY. This notice is issued solely for market research purposes in accordance with FAR Part 10 and FAR 15.201. It does not constitute a solicitation, request for proposals, or request for quotations. The Government will not reimburse respondents for any costs associated with responding.
Responses will be used to assess marketplace capabilities, identify potential sources, support acquisition planning, develop an Independent Government Cost Estimate (IGCE), evaluate commercial practices, and inform future procurement strategy. There is no funding currently associated with this RFI.
Interested vendors are invited to submit a capability statement and responses to the attached RFI. Responses shall not exceed 16 pages total (15 pages plus a one-page cover sheet) and must be submitted electronically in Microsoft Word or PDF format.
Questions are due no later than 12:00 p.m. Eastern Time on July 2, 2026.
RFI responses are due no later than 12:00 p.m. Eastern Time on July 7, 2026.
Submit questions and responses via email to DAVIDA.E.PATTON@IRS.GOV and FRANCESCA.CONTEE@IRS.GOV. Include "RFI Response to TEGE AI Employee Assistor – (Company Name)" in the subject line.
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