What this opportunity is
The Department of the Treasury is seeking information from vendors capable of providing a web-based subscription service for a comprehensive tax research tool to support its Office of Tax Policy. This opportunity is open to all businesses, as there is no set-aside for small businesses. Interested companies should respond to the Sources Sought notice by detailing their capabilities, experience, and any relevant contracts, as the Treasury is still determining its acquisition strategy.
Analysis by Mindy, grounded in the SAM.gov notice.
Description
Sources Sought – Web-Based Application Tax Research Tool for the Treasury Office of Tax Policy
RFI Number: 2032H326N00008
Notice Type: Sources Sought
GENERAL PURPOSE
1.0 Purpose
The Department of Treasury’s Office of Tax Policy creates and maintains tax policies and programs, continuously evaluates regulations and rulings for the Internal Revenue Code, negotiates tax treaties, and provides economic and legal policy analysis for domestic and international tax policy decisions. To achieve their deliverables, Tax Policy requires a web-based subscription to a comprehensive tax research tool.
Acquisition Approach
The Treasury has not determined the acquisition approach. Any results of this Sources Sought will assist the Treasury Departmental Offices and the Departmental Offices & Enterprise Procurement Branch, Treasury Common Services Center – Acquisition Services (TCSC) in determining an acquisition strategy about how to proceed.
SOURCES SOUGHT REQUIREMENTS
2.0 Description of Information Requested
TCSC Acquisition Services is requesting information regarding the respondents’ capabilities in providing the aforementioned required.
Provide company information, to include:
Company name and address;
Size of company (number of personnel, total revenue, ownership, parent corporation, etc.);
Unique Entity Identifier (UEI)
Company point(s) of contact including name, phone number, address, and email; length of time in business;
Geographic presence;
Company experience in providing valuation services to government or commercial entities;
Provide any pertinent information that will assist us in this assessment.
Contract Number and value/capacity; and
Available Strategic Contracts (e.g., GSA, Indefinite Delivery Indefinite Quantity (IDIQ) contract allowing decentralized ordering, etc.). Please identify type of “ordering” contract (e.g., GSA Multiple Award Schedule, GSA Professional Service Schedule, etc.).
2.1 Technical Requirements
The Office of Tax Policy requires a subscription to a web-based application tax research tool that provides access to federal, state, and local taxation reports, expert tax treaties and journals, and access to the International Tax Library, through sophisticated search capabilities, editorial enhancements, alerts and news tracking, training, technical and research support, and an option for mobile access.
This subscription service will facilitate ongoing research, which greatly expedites the office’s deliverables/reporting with analysis and up-to-date domestic and international information provided. This service must also provide editorially-enhanced federal tax cases and IRS rulings, including prior histories for cases and cautions for rulings, numbered headnotes by issue to quickly locate the discussion in the full-text, and links to all referenced source material.
INSTRUCTIONS AND RESPONSE GUIDELINES
Responses to this Sources Sought may be provided through a capabilities statement which shall include the information listed in 2.0. This Sources Sought is for information and planning purposes only and shall not be construed as a solicitation or an obligation on the part of the Treasury to issue a request for proposal or award a contract. Treasury does not intend to award a contract on the basis of responses nor otherwise pay for the preparation of any information submitted. Contractors responding to this Sources Sought should submit the information necessary for the Treasury to make a determination that the source is capable of satisfying the Government’s anticipated need. Treasury reserves the right to contact individual companies for additional information. This notice does not obligate the Treasury to provide acknowledgment or receipt of all responses received resulting from this notice. Should such a requirement materialize, no basis for claims against the Treasury shall arise as a result of a response to this Sources Sought or the Government's use of such information as either part of our evaluation process or in developing specifications for any subsequent requirement. Responses should be identified with Sources Sought #2032H326N00007 and are due no later than Friday, July 3, 2026 at 4:00 PM EDT . All interested parties must submit their responses via email to: Angela Gallo, Contracting Specialist via email at Angela.Gallo@treasury.gov. Questions (oral or written) regarding this Sources Sought will NOT be accepted, nor responses to such questions provided. This Sources Sought is for planning purposes only and does not commit the government to pay for the information requested, issue a solicitation, or award a contract. No solicitation document exists at this time.
Source: SAM.gov, as posted. Verify the current solicitation before responding.