Treasury IRS RFQ: Electronic Tax Preparation and Transmission Software and Support (ETSA) IDIQ

Notice ID: 2032H5-21-Q-00001

“The objectives of this single award Indefinite Delivery/Indefinite Quantity (IDIQ) contract are the following:

  • to provide commercial off the shelf (COTS) Tax Preparation Software which may be customized to meet IRS regulatory, security, and privacy standards and IRS report generating requirements; and
  • to provide software services including software maintenance, report generation, customer support, Help Desk support, training for software users, and training materials for IRS use.”

“The contractor shall provide electronic tax preparation software and support services for volunteer tax preparers. The respective software and services shall allow tax preparers to complete accurate tax returns and securely transmit the completed returns to the IRS and state agencies. The respective software and services shall support the IRS organizations’ various tax assistance programs described in the previous sections of this statement of work. The software shall take advantage of current and commercially proven technology. The tax preparation software shall meet the requirements under this contract and be compliant with IRS electronic e-file for tax preparation capability. The tax preparation software shall operator out-of-the-box with minimal configuration/custom development to meet IRS regulatory, security and privacy standards.

CARE’s goal is a successful deployment of various user-friendly software applications to be used by the IRS tax assistance programs to provide free electronic federal and state tax return preparation and transmission for taxpayers. The software is expected to be used by preparers with varying degrees of experience, including tax professionals and non-tax professionals. This includes IRS partners, volunteers, employees (referred to hereafter as IRS licensees) and taxpayers at approximately 12,000 locations worldwide, with diverse technical operating environments.

CARE’s requirements include contractor support and facilitation of the following tasks:

  • TASK 1, Orientation Briefing
  • TASK 2, Software Production Environment: Software
  • TASK 3, Reporting Capabilities: User Generated, Recurring Contractor Generated Management Reporting and Ad Hoc Contractor Generated Reporting
  • TASK 4, Help desk assistance and technical problem resolution support
  • TASK 5, Regulatory, Security and Privacy Standards
  • TASK 6, Ramp-Up Knowledge Transfer-In
  • TASK 7, Ramp-Up Knowledge Transfer-Out
  • TASK 8, Period of Performance Summary Report
  • TASK 9, Transition to Support
  • TASK 10, Site File Upload to the Tax Software
  • TASK 11, Direct Client Portal…”

“The base ordering period is one twelve-month base period, with four (4) consecutive twelve month option ordering periods…”

Read more here.


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