Retirement Support Services

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. 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. 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/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 provided through a capabilities statement which shall include the information listed in 2.0 and 2.1. 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 Government to issue a request for proposal or award a contract. The Government 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 Government to make a determination that the source is capable of satisfying the Government�s anticipated need. The Government reserves the right to contact individual companies for additional information. This notice does not obligate the Government to provide acknowledgment or receipt of all responses received resulting from this notice. Should such a requirement materialize, no basis for claims against the Government 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 #2032H525N00001 and are due no later than Monday, July 7, 2025 at 2:00 PM EST. All interested parties must submit their responses via email to: Christi Edwards, Contracting Officer via email at Christi.S.Edwards@irs.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.