On-Site Scanning and Digitization of Taxpayer Documents - Plantation, FL
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) is conducting a Sources Sought for market research to identify qualified small businesses capable of providing On-Site Scanning and Digitization of Taxpayer Documents in Plantation, FL. This effort aims to convert approximately 330,000 hardcopy taxpayer records into searchable electronic files while maintaining their original organizational structure and ensuring the protection of sensitive information. Responses are due by June 22, 2026, at 12:00 PM EST.
Purpose & Scope
This is a market research notice to identify potential SBA certified 8(a), Service-Disabled Veteran-Owned Small Business (SDVOSB), HUBZone Small Business, Women Owned Small Business (WOSB), and/or Small Business (SB) firms. The required services include:
- Providing all labor, supervision, equipment, materials, and supplies for on-site scanning and digitization.
- Handling approximately 101 boxes of records (estimated 330,000 pages).
- Performing all work on-site at the IRS facility in Plantation, FL; records cannot be removed.
- Document preparation (staple/clip removal, page repair).
- Scanning documents into searchable PDF format (OCR, 300 DPI, legible, maintaining original order, capturing both sides and handwritten notes).
- Restoring and maintaining files in their original organizational structure.
- Adhering to strict performance standards for scanning accuracy, file organization, security compliance, and timeliness.
Contract & Timeline
- Type: Sources Sought / Market Research (not a request for proposal)
- Set-Aside: Market research targets various small business categories (8(a), SDVOSB, HUBZone, WOSB, SB).
- NAICS: 518210 (Data Processing, Hosting, and Related Services)
- PSC: R699 (Other Administrative Support Services)
- Period of Performance: Four (4) months from the date of award (anticipated).
- Response Due: June 22, 2026, by 12:00 PM EST
- Published: June 17, 2026
Submission Requirements
Interested firms must submit:
- Company information: name, address, POC, phone, email, CAGE code, Unique Entity ID, NAICS.
- Business size and socioeconomic status (if small).
- Indication if services can be provided via GSA schedule or Open Market.
- A brief description of capability, resources, technical competencies, and organizational experience relevant to the key tasks. Submissions are limited to five (5) single-sided pages, excluding cover page, table of contents, and cover letter. No proprietary, classified, confidential, or sensitive information should be included.
Special Requirements
- Strict adherence to secure handling of taxpayer information (PII, SBU, CUI, FTI).
- Contractor personnel must sign Non-Disclosure Agreements (NDAs).
- Use of Government-approved secure file transfer methods (e.g., Kiteworks).
- Personnel must be legally authorized to work in the U.S. and complete required background/security procedures.
- The Government will provide access to records, workspace, organizational instructions, and COR support.