DRAFT SF1449 Electronic Tax Preparation Software
Overview
Buyer
Place of Performance
NAICS
PSC
Set Aside
Original Source
Timeline
Qualification Details
Fit reasons
- NAICS alignment with historical contract wins in similar service areas.
- Scope strongly matches core technical capabilities and delivery model.
Risks
- Past performance thresholds may require one additional teaming partner.
- Potential clarification needed on staffing minimums before bid/no-bid.
Next steps
Validate eligibility requirements, assign capture owner, and schedule partner outreach to confirm teaming strategy before submission planning.
Quick Summary
The Department of the Treasury, Internal Revenue Service (IRS) has issued a Draft Solicitation Notice for Electronic Tax Preparation Software. This notice is for informational purposes only to inform industry of a forthcoming requirement for commercial off-the-shelf (COTS) tax preparation software and support services. This is not a request for proposals, and no responses are required at this time.
Anticipated Scope of Work
The anticipated solicitation will seek a single-award, Firm-Fixed-Price (FFP) contract for COTS tax preparation software licenses and associated support. The software will be utilized by volunteer sites for tax preparation assistance programs, including IRS Employees (Employee Elective), Tax Counseling for the Elderly (TCE), and Volunteer Income Tax Assistance (VITA). Key requirements include:
- Capability to prepare and file federal, state, and local income tax returns for all tax situations.
- Support for multiple operating environments (web-based, desktop, self-preparer).
- Compliance with IRS security requirements and successful security reviews.
- Provision of orientation, software setup, reporting, help desk assistance, regulatory compliance, knowledge transfer, and transition support.
- Deliverables such as software licenses, user guides, final desktop versions, disaster recovery plans, management reports, help desk metrics, and training materials.
Anticipated Contract Details
- Contract Type: Firm-Fixed-Price (FFP) single-award.
- Period of Performance: A base period (August 17, 2026 - August 16, 2027) with four (4) consecutive 12-month option periods.
- Minimum Guaranteed Order: 8,500 software licenses during the base period and each option period.
- Set-Aside: Unrestricted. Small Business Participation goals will be evaluated (SB 40%, SDB 12%, WOSB 5%, HUBZone 3%, SDVO 3%).
Anticipated Submission & Evaluation
For the formal solicitation, quotes are expected to be submitted via email to patricia.e.brown@irs.gov and ladoris.r.tuck@irs.gov. Submissions will likely require a Technical Section, a fully functional software copy for COE testing, a Pricing Section, and a Past Performance Section. Evaluation will be based on Best Value, considering Technical Capability, Relevant Work Experience, Software Capability, Past Performance, Subcontracting Plan, and Price.
Important Notes
This is a draft for industry review only. The Government will not respond to questions or inquiries regarding this notice. A formal solicitation, if issued, will be synopsized separately on SAM.gov. Interested parties should monitor SAM.gov for future updates.