SYNOPSIS

The Department of the Treasury, Internal Revenue Service (IRS) is currently enacting reduction initiatives (Deferred Resignation Program (DRP), Treasury Designated Resignation Program (TDRP), Voluntary Early Retirement Application (VERA) etc.) as authorized by Executive Order 14210, Implementing the President's “Department of Government Efficiency" Workforce Optimization Initiative (February 11, 2025). These Treasury Department initiatives are being implemented in alignment with Office of Personnel Management (OPM) and Office of Management and Budget (OMB) guidance. The IRS Retirement Planning and Support Center (RPSC) is the business unit that processes the submitted retirement applications for the IRS Federal Employees and is seeking contractor support to assist the RPSC processing retirement applications submitted by IRS Federal Employees. The objective is to accurately process submitted applications for federal retirement with no errors. 

The North American Industry Classification System (NAICS) code for this request may likely include: 524292 - Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds. SMALL BUSINESSES ARE ENCOURAGED TO RESPOND. Include whether or not you are a small business; 8(a) small business; HUB Zone small business; service-disabled veteran-owned or veteran-owned small businesses; women-owned or economically disadvantaged women-owned small business; or small disadvantaged business in order to assist the Treasury in determining the appropriate acquisition method, including whether a set-aside is possible.

GENERAL PURPOSE

1.0 Purpose

IRS may have an upcoming opportunity to establish a contracting vehicle for use by IRS and other Treasury agencies to obtain contractor support to assist in the review, verification, and completion of federal retirement packages. The contractor will be requested to provide qualified Retirement Specialists with expertise in federal retirement processes and OPM regulations to work in parallel with government personnel. The goal is to reduce backlog, improve timeliness, and mitigate internal burnout while maintaining high standards of accuracy and customer service.

The purpose of this Sources Sought is to gather information that will assist the IRS in planning, formulating, and evaluating contractor capability to provide the service described in the darft PWS. The IRS is also open to alternative ideas and respondents are encouraged to provide information about alternative solutions that may assist in better meeting this immediate need.

1. Acquisition Approach

The Government has not determined the acquisition approach. Any results of this Sources Sought will assist the IRS OCPO in determining an acquisition strategy about how to proceed.

SOURCES SOUGHT REQUIREMENTS

2.0 Description of Information Requested

IRS is requesting information regarding the respondents’ capabilities in providing the aforementioned required.

1. Provide company information, to include:
   1. Company name and address;
   2. Size of company (number of personnel, total revenue, ownership, parent corporation, etc.);
   3. Unique Entity Identifier (UEI)
   4. Company point(s) of contact including name, phone number, address, and email; length of time in business;
   5. Geographic presence;
   6. Company experience in providing valuation services to government or commercial entities; 
   7. Provide any pertinent information that will assist us in this assessment.
   8. Contract Number and value/capacity; and
   9. 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/Scope

Vendors are expected to provide a capabilities statement with a clear and comprehensive overview of their existing capabilities and past experience delivering services similar in scope and complexity to those described in this requirement. Submissions must demonstrate that the vendor possesses the requisite skills, experience, and capacity to fulfill the Government’s needs as outlined in the attached Draft Performance Work Statement (PWS). It is of particular interest to the Government for respondents to identify the total available staff and their clearance levels that may be able to begin performance with little to no delays.

INSTRUCTIONS AND RESPONSE GUIDELINES

Responses to this Sources Sought may be pro