Electronic Research Services- Tax Research Services
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 Internal Revenue Service (IRS) Office of Research, Applied Analytics and Statistics (RAAS) has issued a Request for Information (RFI), also known as a Sources Sought, for Electronic Research Services - Tax Research Services. This RFI aims to identify vendors capable of providing a robust suite of electronic research services to meet the agency's tax research needs for approximately 12,000 employees. The government will use responses to determine if a small business set-aside is appropriate for a future acquisition. Responses are due by March 5, 2026, at 4:00 PM EST.
Purpose & Scope
The IRS requires a standardized, consistent online research product that caters to diverse user needs, including tax, legal, business, and news research. Key content requirements include the Internal Revenue Manual (IRM), legal and administrative tax content (e.g., IRC, Regulations, Rulings), full-text judicial decisions, and at least one commercial tax service. The service must offer advanced search capabilities (Boolean, proximity, exact phrase, conceptual, citation), filtering, and a tax citator. Integration of Artificial Intelligence (AI) for legal research, document analysis, summarization, and drafting is a critical requirement.
Key Requirements
- Content: IRM, legal/administrative tax content, judicial decisions, commercial tax services.
- Functionality: Advanced search, filtering, tax citator, AI integration for legal research and document analysis.
- Performance: Monthly content change notifications, 30-day notice for system changes, monthly/quarterly usage reports, 24/7 technical support.
- Support: Customer service, technical support, and training (e-learning and commercial packages).
- User Management: Enterprise solution for managing user access.
Submission Details
Interested vendors should provide a capabilities statement package, limited to 10 pages (single-spaced, 12-font minimum), demonstrating their ability to meet the requirements outlined in the draft Statement of Work (SOW). Submissions must be in Microsoft Word, Adobe Acrobat, or a combination, and must be searchable. The package should include a company profile (POC, NAICS, active government contracts, socio-economic status, subcontracting possibilities) and detailed capabilities (product offerings, AI integration process, COTS vs. development, similar experience, training, sources, customization, SOW adequacy). Email submissions to Philip.J.Ward3@irs.gov and Darnesha.L.Kennedy@irs.gov with the subject line: "Sources Sought Response for Tax Research Services (TRS)".
Contract & Timeline
- Type: Request for Information (RFI) / Sources Sought
- NAICS: 519290 Web Search Portals and All Other Information Services (Size Standard: 1,000 employees)
- Anticipated Contract Type: Firm Fixed Price (FFP) for a 12-month base period and four 12-month option periods.
- Anticipated Award Date: June 2026
- Response Due: March 5, 2026, 4:00 PM EST
Set-Aside & Evaluation
This RFI is for market research purposes. The government encourages all small business concerns in all socioeconomic categories to respond, as the information will be used to determine if a small business set-aside is appropriate for the future acquisition. This is not a solicitation for proposals, and no award will be made from this notice.