SPECIAL NOTICE
D -- Tax S/W Prog. for Intern'l Training Solution for Cross Boarder Activities
- Notice Date
- 6/24/2024 3:06:48 PM
- Notice Type
- Special Notice
- NAICS
- 513210
—
- Contracting Office
- INTERNAL REVENUE SERVICE
- ZIP Code
- 00000
- Solicitation Number
- 24-33-APMO-OITA
- Response Due
- 7/11/2024 1:00:00 PM
- Archive Date
- 07/26/2024
- Point of Contact
- Cherie Hunter
- E-Mail Address
-
proc.apmo.mr@irs.gov
(proc.apmo.mr@irs.gov)
- Description
- TO ALL INTERESTED PARTIES Sources Sought � THIS SOURCES SOUGHT NOTICE IS RELEASED PURSUANT TO FEDERAL ACQUISITION REGULATION (FAR) PART 10, MARKET RESEARCH.� This Sources Sought Notice (SSN), hereafter referred to as �Notice�, is issued solely for information and planning purposes only and shall not be construed as either a solicitation or the obligation on the part of Government. This is NOT a solicitation for proposals, proposal abstracts or quotations. This notice is for market research purposes only. � No reimbursement will be made for any costs associated with providing information in response to this announcement or any follow-up information requests. Respondents will NOT be notified of the results of the analysis. All data received in response to this Notice that is marked or designated as corporate or proprietary information will be fully protected from release outside the Government. The Government shall not be liable for or suffer any consequential damages for any proprietary information not properly identified.� Proprietary information will be safeguarded in accordance with all applicable Government regulations.� All documentation shall become the property of the Government and will not be returned. BACKGROUND: � The Department of Treasury, Internal Revenue Service (IRS) in support of its examination units (i.e., Large Business and International (LB&I)) is seeking information on potential tax software for Cross Border Activities to improve operational efficiency and training. This tax software would prepare a corporate income tax return with all the international forms for the training return that will be used in the capstone exercises for international intermediate training for new hires. Although there are several technological and conceptual guardrails within which the solution would likely need to function, the IRS does not have a predefined idea of how a successful solution would need to function. The IRS is seeking a solution could be a server-based solution (SBS) for online users. SBS will require server-based licenses, infrastructure/server environment set up, and a common service layer that can connect to the tax software Application Programming Interfaces (API�s)/Middleware as well as other calculators in the suite of tax calculators (ex, API, bridge/plug-in/connector). The IRS does not have a predefined idea of how the solution should work as there are numerous specialized tax computation software products, each designed for specific audit types (individual returns, business returns, estate and gift tax returns, etc.). The IRS is open to a single solution/provider; however, recognizes this may not be possible due to the number and types of calculations, and existing case management systems. IRS is looking for a solution/provider that addresses three overarching needs: 1) reduce the need to manually create test cases and dummy returns for new hires; 2) handle complex international tax scenarios involving various forms and schedules for a corporate entity; 3) create various scenarios and save each as a separate file; and 4) provide an on-line multi-user platform with the Sandbox facility to practice a real-life corporate tax calculation problems. As noted at the end of this Notice, there is no guarantee of a solicitation resulting from this Notice. Through this Notice, the IRS is looking to gain a better understanding of the types and capability of tax computation software offered by industry partners. As part of market research, demonstrations will be held with a sub-set of the firms who respond to this Notice. It is also possible that the IRS will follow up with another Notice regarding more specific questions. Although there is no specific timeframe for these activities, it is likely this would occur over the next two to three months. SUBMISSION INFORMATION: The IRS is requesting submission of Technical Capabilities. I.����� Responses may not exceed ten (10) pages, excluding the cover page. Each response must include the following information: Company Name. Company Address. Company Point of Contact, Phone and Email address. Current Contract Number and Task Area(s) appropriate for this notice; including the Data Universal Numbering System (DUNS) Number and North American Industry Classification System (NAICS) Code. Type of Company (i.e., small business, 8(a), woman owned, veteran owned, etc.) Contract holder�s capability statement that addresses organizational and staff experience and expertise.� Given the above information, what experience do you have in providing computation software products for a large, complex, and diverse amount of work? Provide an estimate of time you will need to design, develop, test, and deploy your proposed solution. Identify whether your proposed solution will be a proprietary or a commercial off the shelf (COTS) product. If a COTS product, describe the tailoring effort.� List three organizations to which similar types of services have been previously provided within the last three years � to include contract number, description of the requirement, dollar value, contract type, name, and telephone number of the customer. Delivery timeframe required to install and set-up the product, verify compliance and conduct training.� Does the delivery date vary on the item being purchase/ service being performed? Commercial practices (e.g., warranty, support, spare parts, limitation of liability, etc.). Possible solutions and approaches that may currently exist in the marketplace, and information regarding innovative ideas or concepts regarding the product or service in question. Are there qualifications/ certifications requirements for individuals or to the vendor as whole who is performing the services?� If so, what are they and do they apply to this acquisition? The requested needs are: The system shall have the ability to generate dummy returns for training situations. The system shall have the ability to develop test cases. The system shall have the ability to handle complex international tax scenarios involving various forms and schedules for a corporate entity. The system shall have the ability to generate a complete Form 1120, with schedules C, J, K, L, M-1 and M-2. The system shall have the ability to generate Forms 5471, 8858, 8865, 8991, 8992, 8993, and 1118 with all schedules. The system shall have the ability to allow manual input for prior year returns. The system shall have the ability to compute line-item calculations and map it automatically to the final form 1120. The system shall have the ability to create various scenarios and save each as a separate file. The system shall have the ability for carryforwards to automatically populate future years. The system shall have the ability for input in billions of dollars. The system shall have the ability to create various schedules of Form 5471 like schedules A, B, C, E , E-1, F,G-1, H, I-1, J, L, M, O, P, Q and R. The system shall have the ability to retrieve and print forms and schedule in a PDF form. The system shall have the ability to allow scalability in expanding and changing the practice problems from time to time for training purposes. The system shall have the ability to provide an on-line multi-user platform with the Sandbox facility to practice a real-life corporate tax calculation problem. Provide features of your solution regarding its ability to limit the amount of resources and errors associated with manual tax calculations. Does your solution automatically pre-populate calculations from prior years or related forms/situations, automatically generate schedules for carryforward and carryback credits, or provide capabilities to limit cut and paste activities?
- Web Link
-
SAM.gov Permalink
(https://sam.gov/opp/3eccef9dc7df4a8d9ccbc69f33ae135d/view)
- Place of Performance
- Address: Washington, DC 20220, USA
- Zip Code: 20220
- Country: USA
- Zip Code: 20220
- Record
- SN07105198-F 20240626/240624230112 (samdaily.us)
- Source
-
SAM.gov Link to This Notice
(may not be valid after Archive Date)
| FSG Index | This Issue's Index | Today's SAM Daily Index Page |