TE/GE Employee Plans AI Assistor RFI 26-40-APMO
Summary
AI-generated · Jul 07, 2026Identify commercially available and emerging AI solutions that can support the TE/GE Employee Plans division by enhancing retirement plan compliance activities, improving operational efficiency, strengthening compliance risk identification, and aiding informed decision-making by IRS staff. The AI should securely ingest and analyze both structured and unstructured retirement plan data, interpret plan documents and applicable statutes/regulations, perform retirement plan calculations and compliance analyses, generate reports and workpapers, conduct scenario modeling, and integrate with enterprise systems such as Pega and Salesforce, while producing secure, explainable, and governed outputs.
This is a market-research-only RFI. It seeks capability statements and responses to assess marketplace capabilities, inform acquisition planning and cost estimation, evaluate commercial practices, and shape future procurement strategy. Responses are limited to 16 pages total (15 pages plus a cover), submitted electronically in Word or PDF. Questions and responses should be directed to the IRS TE/GE contacts, and include "RFI Response to TEGE AI Employee Assistor (Company Name)" in the subject line. No funding is associated at this time.
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.
From Sources Sought posted on Jul 06, 2026Notice history
1Details
Award Information
Not yet awarded
Contacts
Phone
Agency
Place of Performance
USA