Web-Based Application Tax Research Tool for the Treasury Office of Tax Policy
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's Office of Tax Policy is conducting a Sources Sought (RFI Number: 2032H326N00008) to identify vendors capable of providing a web-based application tax research tool. This tool is essential for the Office of Tax Policy to create and maintain tax policies, evaluate regulations, negotiate tax treaties, and provide economic and legal policy analysis. The Treasury has not yet determined the acquisition approach. Responses are due by July 3, 2026, at 4:00 PM EDT.
Scope of Work
The required subscription service must provide comprehensive access to:
- Federal, state, and local taxation reports.
- Expert tax treaties and journals.
- The International Tax Library.
The tool must feature sophisticated search capabilities, editorial enhancements, alerts, news tracking, training, technical and research support, and an option for mobile access. It should also offer editorially-enhanced federal tax cases and IRS rulings, including prior histories, cautions, numbered headnotes, and links to referenced source material.
Information Requested
Respondents should submit a capabilities statement including:
- Company name, address, size (personnel, revenue, ownership), and UEI.
- Point(s) of contact (name, phone, email).
- Length of time in business and geographic presence.
- Experience in providing valuation services to government or commercial entities.
- Contract numbers and value/capacity.
- Available strategic contracts (e.g., GSA Multiple Award Schedule, IDIQ).
Contract & Timeline
- Type: Sources Sought / Market Research
- Set-Aside: None specified
- Response Due: July 3, 2026, 4:00 PM EDT
- Published: June 17, 2026
- Contact: Angela Gallo (Angela.Gallo@treasury.gov)
Additional Notes
This notice is for planning purposes only and does not constitute a solicitation or an obligation to issue a request for proposal or award a contract. The Treasury does not intend to award a contract based on responses or pay for information submitted. No questions (oral or written) regarding this Sources Sought will be accepted or answered.