International Tax Modeling Tool

Form / Attachment / Pricing Sheet

This document is a vendor response form for a Request for Information (RFI) concerning an International Tax Modeling Tool (ITMT). It is designed to gather information from potential vendors regarding their company profile, technical capabilities, and suggested solutions.

Part I: Company Profile

• Company Name, Address, SAM.gov UEI
• Technical Point of Contact (POC) information
• Company Size (Small/Other than Small)
• Socio-economic classifications (HUBZone, WOSB, SDVOSB, 8(a), etc.)
• Recommended NAICS and PSC codes
• Existing contract vehicle holdings (GSA MAS, OASIS, Alliant, etc.)
• Number of Employees
• Subcontracting/partnering possibilities

Part II: Technical Capability

• Expertise in international tax provisions (TCJA, non-TCJA, OB3)

• Experience developing tax modeling software tools (specific provisions, scale, complexity, tools/platforms, role, clients)

• Flexibility of solutions for diverse taxpayer profiles and evolving regulations

• Service performance locations (remote vs. on-site)

• Estimated development and customization timelines

• Required resources (staffing, technologies)

• Process for updating the tool for tax law changes

• Concurrent user support and system limitations

• Maximum processing capacity (data volumes, record counts)

• Data storage and retrieval architectures (government vs. vendor-managed)

• FedRAMP authorization status

• Ongoing vendor support options (SLAs, maintenance)

• Capability to ingest XML data for tax returns

• Setup, configuration, customization, and deployment process

• Recommended pricing and contract structure

• Estimated total cost (including recurring annual costs)

• Additional comments or recommendations

• Complete both Part I and Part II.

• Answer all questions.

• If an answer is 'No', leave the cell blank (do not type 'N/A', 'No', or 'None').

• Specific instructions are provided for GWAC contract holders.

This form is crucial for vendors to provide detailed information about their company, their technical expertise in international tax modeling, and their proposed solutions. It guides the government in understanding vendor capabilities and refining the RFI requirements. Bidders must carefully complete all sections to ensure their response is considered.

Request for Information (RFI)

This RFI is issued by the Internal Revenue Service (IRS), Large Business & International (LBI) division, to gather information on industry capabilities for a secure, IRS-compatible software solution. The tool is intended to model and analyze complex international tax provisions under current and upcoming tax laws (TCJA 2017, OB3 Act 2025, and prior law). The goal is to help IRS personnel evaluate tax impacts, taxpayer planning strategies, and integrate tax return data, while ensuring compliance with confidentiality requirements.

Respondents are asked to provide:

• Company profile information (address, UEI, size, classification, POC, NAICS/PSC codes, contract vehicles, employee count, teaming options).

• Expertise in international tax provisions (TCJA, non-TCJA, OB3).

• Experience developing similar software tools, including:

  • Specific tax provisions modeled.
  • Scale and complexity of models.
  • Tools, platforms, and technologies used.
  • Firm's role (architecture, design, development, implementation).
  • Clients served and relevant experience.

• Solution flexibility in modeling calculations across diverse taxpayer profiles and fact patterns, using filed tax returns as input.

• Design limitations and how the tool accommodates varying profiles and adapts to new regulations.

• Location of services and remote/on-site delivery extent.

• Estimated timeline for development and customization.

• Required resources (staffing, technologies).

• Process for updating the tool for tax law changes.

• Concurrent user support, system limitations, and performance.

• Maximum processing capacity (data volumes, record counts).

• Data storage and retrieval architectures (government-furnished vs. vendor-managed).

• FedRAMP authorization status.

• Options for ongoing vendor support (service models, SLAs, maintenance).

• Capability to ingest XML data for "as-filed" tax returns.

• Setup, configuration, customization, and deployment process.

• Recommended pricing and contract structure.

• Estimated total cost (development and recurring annual costs).

• Any additional comments or insights.

• Responses must be submitted via email to the Primary and Secondary Points of Contact by July 17th, 2026, 12:00 PM EST.

• Maximum email file size is 10 Megabytes (MB).

• Responses should be submitted using the provided Vendor Response Template (Attachment 1).

• Companies may also attach a 1-page capabilities statement and a 2-page software specification brochure (PDF format).

• This is NOT a solicitation for proposals, bids, or quotes. It is for information gathering only.

• Do NOT submit proposals, offers, or quotes.

• No proprietary, classified, confidential, or sensitive information should be included unless marked.

• The Government reserves the right to use non-proprietary technical information received.

• Responses will not be returned and are not considered adequate responses to a future solicitation.

• The Government may contact vendors for additional information.

• The acquisition strategy is not yet determined and may utilize Government-wide acquisition vehicles.

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

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

• Release Date: May 26th, 2026, 12:00 PM EST

• Response Date: July 17th, 2026, 12:00 PM EST