Web Search Portals and All Other Information Services

Closed Pre-Solicitation Posted

Solicitation number
5000229734
Agency
Responses due
Set-aside
No set-aside

Opportunity facts

Place of performance
Las Vegas, Nevada 89106, United States

Notice details come from SAM.gov. Updated .

About this opportunity

The Internal Revenue Service is issuing a sources sought notice for market research purposes to identify vendors capable of providing subscription access to a comprehensive web-based financial data portal and information services; responses are due by 12:00 p.m. EST on July 22, 2026.

The IRS Large Business and International Division (LB&I) Financial Services agents require access to real-time and historical market data covering equities, futures, options, fixed income, and currency markets; over-the-counter pricing from leading brokers; oil and gas pricing; foreign exchange data; municipal securities databases; derivative pricing models and calculators for commodity swaps and options; credit default swap fundamentals; and forward curve analytics. The platform must enable agents to link data streams to Excel spreadsheets for bulk pricing analysis and download capabilities. Historical dividend information indexed by CUSIP numbers is required. The service must include on-demand and in-person training from experienced financial professionals and daily financial news relevant to revenue agents, including securities regulation, corporate mergers and acquisitions, corporate penalties, hedge funds, and private equity information.

Vendor responses in PDF format should not exceed ten pages excluding product literature and must include company identification, business size and socioeconomic status, product specifications demonstrating technical compliance, delivery timelines, GSA Multiple Award Schedule contract numbers if applicable, and responses to four specific industry questions regarding delivery capability, requirement compliance, commercial best practices, and supply chain constraints. Responses should be submitted electronically to Joan Estelly (joan.b.estelly@irs.gov) and Patricia Brown (patricia.e.brown@irs.gov). This notice is for market research only and does not constitute a solicitation or commitment to award a contract.

Notice text

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

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