TE/GE Employee Plans AI Assistor RFI

Agency: TREASURY, DEPARTMENT OF THE
State: Maryland
Type of Government: Federal
FSC Category:
  • D - Automatic Data Processing and Telecommunication Services
NAICS Category:
  • 541519 - Other Computer Related Services
Set Aside: No Set aside used
Posted Date: Jul 6, 2026
Due Date: Jul 7, 2026
Solicitation No: 26-40-APMO
Original Source: Please Login to View Page
Contact information: Please Login to View Page
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TE/GE Employee Plans AI Assistor RFI
Active
Contract Opportunity
Notice ID
26-40-APMO
Related Notice
Department/Ind. Agency
TREASURY, DEPARTMENT OF THE
Sub-tier
INTERNAL REVENUE SERVICE
Office
TAX EXEMPT GOVT ENTITIES
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General Information View Changes
  • Contract Opportunity Type: Sources Sought (Updated)
  • Updated Published Date: Jul 06, 2026 12:57 pm EDT
  • Original Published Date: Jun 30, 2026 01:16 pm EDT
  • Updated Response Date: Jul 07, 2026 12:00 pm EDT
  • Original Response Date: Jul 07, 2026 12:00 pm EDT
  • Inactive Policy: 15 days after response date
  • Updated Inactive Date: Jul 22, 2026
  • Original Inactive Date: Jul 22, 2026
  • Initiative:
    • None
Classification
  • Original Set Aside: No Set aside used
  • Product Service Code:
  • NAICS Code:
    • 541519 - Other Computer Related Services
  • Place of Performance:
    Lanham , MD
    USA
Description View Changes

July 6, 2026 - RFI questions and answers have been posted.



REQUEST FOR INFORMATION (RFI) – TE/GE Employee Plans AI Assistor



The Internal Revenue Service (IRS), Tax Exempt and Government Entities (TE/GE), Employee Plans (EP) Division, is conducting market research to identify commercially available and emerging Artificial Intelligence (AI) solutions that can enhance retirement plan compliance activities, improve operational efficiency, strengthen compliance risk identification, and support informed decision-making by IRS personnel.



The Government seeks information on AI-enabled solutions capable of securely ingesting and analyzing structured and unstructured retirement plan data; interpreting plan documents and applicable statutory and regulatory requirements; performing retirement plan calculations and compliance analyses; generating reports and workpapers; conducting scenario modeling; integrating with enterprise systems such as PegaSystems and Salesforce; and providing secure, explainable, and governed AI outputs.



THIS IS A REQUEST FOR INFORMATION (RFI) ONLY. This notice is issued solely for market research purposes in accordance with FAR Part 10 and FAR 15.201. It does not constitute a solicitation, request for proposals, or request for quotations. The Government will not reimburse respondents for any costs associated with responding.



Responses will be used to assess marketplace capabilities, identify potential sources, support acquisition planning, develop an Independent Government Cost Estimate (IGCE), evaluate commercial practices, and inform future procurement strategy. There is no funding currently associated with this RFI.



Interested vendors are invited to submit a capability statement and responses to the attached RFI. Responses shall not exceed 16 pages total (15 pages plus a one-page cover sheet) and must be submitted electronically in Microsoft Word or PDF format.



Questions are due no later than 12:00 p.m. Eastern Time on July 2, 2026.



RFI responses are due no later than 12:00 p.m. Eastern Time on July 7, 2026.



Submit questions and responses via email to DAVIDA.E.PATTON@IRS.GOV and FRANCESCA.CONTEE@IRS.GOV. Include "RFI Response to TEGE AI Employee Assistor – (Company Name)" in the subject line.


Attachments/Links
Contact Information
Contracting Office Address
  • 1111 CONSTITUTION AVE, NW WASHINGTON DC 20006
  • WASHINGTON , DC 20228
  • USA
Primary Point of Contact
Secondary Point of Contact
History

Related Document

Jun 30, 2026[Sources Sought (Original)] TE/GE Employee Plans AI Assistor RFI
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