Internal Revenue Service (IRS) Taxpayer Assistance Center (TAC) Modernization

Form / Attachment / Pricing Sheet

This document is a vendor response template for a Request for Information (RFI) regarding Taxpayer Services TAC Modernization. It guides potential vendors on the information required to respond to the RFI.

Part I: Company Profile

• Company Name and Address
• Company Size (Small/Large Business)
• Company Classification (SB, SDB, WBE, WOSB, 8A, VOSB, SDVOSB, MBE, DBE)
• Technical Point of Contact (POC) information
• Applicable NAICS Code
• Active Governmentwide Contracts (GWACs, IDIQs, BPAs)
• Business Classification / Socio-Economic Status
• Subcontracting / Partnering possibilities

Part II: Technical Capability

• Capability to perform required services (Yes/No, with description if No)
• Previous experience with similar work (Yes/No, with description if Yes)
• Sufficiency of information in Draft Requirements Document for response (Yes/No, with explanation if No)
• Resources required for current and future state assessments (time, labor categories, team structure, expertise level)
• Resources required for full implementation of future state (time, labor categories, team structure, expertise level)
• Additional resources for TAC modernization
• Average years of experience for assigned team members
• Subcontractor details (size, joint venture status)
• Recommended pricing/contract type and justification
• Estimated total price
• Comments, suggestions, or insights
• Capability to provide personnel with requisite Treasury clearances
• Optional feedback section

This template outlines the specific information vendors must provide to respond to the RFI. It covers company qualifications, technical capabilities, resource requirements, and pricing considerations related to the Taxpayer Services TAC Modernization. Completing this template accurately is essential for vendors to express their interest and provide relevant feedback to the government.

Request for Information (RFI)

This RFI is for market research purposes only and is NOT a solicitation for proposals. The Internal Revenue Service (IRS) is seeking information regarding the capabilities of firms to support the modernization of over 350 nationwide Taxpayer Assistance Center (TAC) offices. This modernization effort will involve assessing and implementing a roadmap for these offices, which provide in-person taxpayer assistance.

The IRS requires support in three main areas:

• Documenting the current state of TAC operations.
• Developing a roadmap for the future state of TAC operations.
• Assisting in the implementation of the approved roadmap. This effort is described as a comprehensive modernization including people, technology, and reporting.

Vendors are asked to provide:

• Company Profile Information: Name, address, size, socio-economic classification, technical POC, NAICS codes, active government contracts, business classification, and subcontracting/partnering possibilities.

• Capability Information: Responses to specific questions regarding their ability to perform the outlined services, relevant experience, and sufficiency of the provided Draft Requirements Document. Vendors must also detail resources (time, labor categories, expertise) required for current state assessment, future state assessment, and full implementation. Additionally, they are asked for average team experience, subcontractor details, recommended contract types, estimated pricing, and insights.

• Do Not Submit Proposals/Offers/Quotes: This is strictly for information gathering.

• No Proprietary Information: Do not include classified, confidential, or sensitive information unless appropriately marked.

• Response Submission: Responses must be submitted via email to the primary and secondary points of contact by the response date (February 20, 2026, 12:00 PM EST). The email has a maximum file size of 10 MB.

• Attachments: The RFI includes a draft Performance Work Statement (PWS), Acronyms, Contractor On-Boarding Procedures, and a Vendor Response Template.

• No Obligation: This RFI does not obligate the government to award a contract or pay for response costs. The government reserves the right to use all non-proprietary technical information received.

Statement of Work (SOW) / Performance Work Statement (PWS)

The primary objective of this effort is to support the IRS in identifying and implementing modernization strategies to improve the efficiency, effectiveness, and quality of service provided by the Taxpayer Assistance Centers (TACs).

• The contractor shall support IRS efforts to modernize TACs through process improvements, technology evaluation, and pilot testing.

• The contractor will deliver measurable insights on efficiency, service quality, and modernization potential.

• Assessment of TAC Operations Current State: Conduct an in-person environmental scan of current TAC operations, evaluating workflows, layout mapping, time utilization, payments, standardization, staffing, resource utilization, employee/customer experience, IRM enhancements, and taxpayer identification/data security measures. This includes reviewing current systems, operational assessments, and data analytics.

• Recommendations for TAC Future State: Develop a report with recommendations for improving TACs based on the current state analysis, covering process efficiencies, taxpayer identification/data security, technology modernization, operational assessment, and IRM enhancements. This includes a comprehensive report of improvements, a step-by-step roadmap, and recommendations for technology modernization.

• Support Implementing Recommendations: Assist in developing an action plan and providing guidance for implementing future state recommendations, including developing a dynamic dashboard, a testing and piloting strategy, designing pilot use cases, executing pilot plans, and monitoring/evaluating pilot performance.

• Project Management Task: Manage all tasks and communications, apply Agile project management, ensure clear communication paths, conduct status meetings and briefings, and maintain a quality control plan.

• One (1) 12-month base year and one (1) 12-month option year.

• Base Year: May 1, 2026 – April 30, 2027

• Option Year One: May 1, 2027 – April 30, 2028

• Primarily remote or at the contractor's site.

• In-person work required for environmental scans of TACs and interactions with employees/taxpayers.

• Program management review meetings (Kick-off, Closing) in Atlanta, GA (preferred) or virtual.

• Provide an agile team with a balance of key and non-key personnel.

• Ensure all personnel have the required expertise, knowledge, and training.

• Key Personnel include a Project Manager.

• Deliverables include a timeline for current state assessment, comprehensive reports of current state and future state recommendations, a step-by-step roadmap, written recommendations for technology modernization, reports on IRM enhancements, proof-of-concept dashboards, dynamic dashboards, pilot use cases, and quality control plans.

• Firm-fixed-Price contract.

• Minimum Background Investigation (MBI) clearances required.

• Compliance with IRS security policies, Federal Acquisition Regulation (FAR), and Section 508 of the Rehabilitation Act.

• Adherence to Homeland Security Presidential Directive 12 (HSPD-12) and Personal Identity Verification (PIV) requirements.

• Personal Identity Verification (PIV) Badge and Laptop Computer with Local Area Network Access will be provided.

• Manuals, notes, memos, and other relevant information will be provided upon request.

Request for Information (RFI)

This Request for Information (RFI) is for market research purposes only. The IRS is seeking information regarding the capabilities of firms that can provide services to support the modernization of over 350 nationwide Taxpayer Assistance Center (TAC) offices. The goal is to assess and implement a roadmap for modernizing these offices, which assist taxpayers with in-person tax law inquiries, account resolution, and verification needs. This effort will involve documenting the current state, developing a future state roadmap, and assisting with the implementation of the approved roadmap.

• This is NOT a solicitation for proposals, bids, or quotes. No offers will be accepted, and no contract will be awarded based on this RFI.

• Respondents should not submit proprietary, classified, confidential, or sensitive information unless appropriately marked.

• The IRS may use non-proprietary technical information received in response to this RFI in any future solicitation.

• Responses should be submitted via email to the primary and secondary points of contact by the response date.

• The maximum email file size capacity is 10 Megabytes (MB).

• Responses must be submitted using the provided Vendor Response Template (Attachment 4).

• Responses should include:

  • Part I: Company Profile Information: Name, address, size, classification (SB, SDB, WBE, etc.), technical POC, and NAICS codes.
  • Part II: Capability: Information on the company's ability to perform the services, relevant experience, and resources required for current state assessment, future state assessment, and full implementation.

• Release Date: February 6, 2026

• Response Date: February 20, 2026, 12:00 PM EST

• Primary Point of Contact: Ana Rollins, Management Analyst (analeatha.s.rollins@irs.gov)

• Secondary Point of Contact: Iman Street, Staff Assistant (iman.street@irs.gov)

• Attachment 1: Performance Work Statement (PWS)

• Attachment 2: Acronyms

• Attachment 3: Contractor On-Boarding Procedures

• Attachment 4: Vendor Response Template

• All costs associated with responding are at the respondent's expense.

• Not responding to this RFI does not preclude participation in any future solicitation.

Form / Attachment / Pricing Sheet

This document is a vendor response template for the Taxpayer Services TAC Modernization RFI. It is designed to guide potential vendors in providing structured information to the government regarding their company profile, technical capabilities, and recommendations for the modernization effort.

Part I: Company Profile

• Company Name and Address
• Company Size (Small/Large Business)
• Company Classification (SB, SDB, WBE, WOSB, 8A, VOSB, SDVOSB, MBE, DBE)
• Technical Point of Contact (POC) information
• Applicable NAICS Code
• Active Governmentwide Contracts (GWACs, IDIQs, BPAs)
• Business Classification / Socio-Economic Status
• Subcontracting / Partnering possibilities

Part II: Technical Capability

• Capability to perform required services (Yes/No, with description if No)
• Previous experience with similar work (Yes/No, with description if Yes)
• Sufficiency of Draft Requirements Document for response (Yes/No, with explanation if No)
• Resources required for current and future state assessments (time estimates, labor categories, team structure, expertise levels)
• Resources required for full implementation of future state (time estimates, labor categories, team structure, expertise levels)
• Additional resources for TAC modernization
• Average years of experience for assigned team members
• Subcontractor details (size, joint venture status)
• Recommended pricing/contract type and justification
• Estimated total price for delivery
• Comments, suggestions, or insights
• Capability to provide personnel with Treasury clearances
• Optional feedback and questions

This template is crucial for any vendor interested in responding to the Taxpayer Services TAC Modernization RFI. It outlines the specific information the government requires to assess vendor capabilities, experience, and potential approaches to the modernization project. Completing this template accurately and thoroughly is essential for a successful RFI response.

Form / Attachment / Pricing Sheet

This document outlines the "Contractor On-Boarding Requirements Language" for employees requiring "staff-like access" to IRS systems and facilities. It details the necessary procedures, forms, and eligibility criteria that contractors must meet before commencing work on IRS contracts.

• Paperwork Completeness and Accuracy: Emphasizes the need for accurate and complete submission of all required forms, including the Risk Assessment Checklist (RAC) and investigative forms. Incomplete or inaccurate submissions will be rejected.
• Contractor Eligibility: Outlines requirements for U.S. Citizenship or Lawful Permanent Resident (LPR) status, Selective Service Registration (for males born after 12/31/59), and Federal Tax Compliance.
• Timeliness: Specifies deadlines for submitting investigative forms (within 10 business days of receipt), fingerprinting (within 5 business days of sponsorship email), and completing the eAPP application (within 8 calendar days of invitation).
• Investigative Forms/Documentation: Lists required forms such as the RAC, OF-306 (Declaration for Federal Employment), Non-Disclosure Agreement (NDA), Form 13340 (FCRA), and Notice 1379 (Tax Check Notice). It also details the fingerprinting and eAPP process.
• Contractor Training Requirements: Mandates Security Awareness Training (SAT) within 10 business days of interim staff-like access approval, along with certification using specific forms.
• Security Badges: Requires completion of Form 13716A for ID media and outlines responsibilities for safeguarding and wearing the badge.
• Contractor Separation: Details the vendor's responsibility to notify the COR of employee separation and the employee's obligation to return all IRS-issued items.

This document is critical for any bidder who anticipates needing staff-like access to IRS facilities or systems. It provides a clear roadmap of the pre-employment screening, documentation, and training requirements that must be fulfilled by their employees. Understanding these requirements is essential for accurate proposal planning, resource allocation, and ensuring timely onboarding of personnel upon contract award.

Form / Attachment / Pricing Sheet

This document is an acronyms table intended to provide definitions for terms used within the "Taxpayer Assistance Center (TAC) Modernization (Mod)" opportunity. It serves as a reference to ensure clear understanding of technical and administrative jargon.

• Lists acronyms alphabetically.
• Provides the full, expanded form for each acronym.
• Covers a wide range of terms related to IT, government operations, security, and project management.

Bidders should review this document to familiarize themselves with the terminology used in other solicitation documents (e.g., SOW, PWS, technical specifications). Understanding these acronyms is crucial for accurately interpreting requirements, scope of work, and any technical details related to the TAC Modernization opportunity.