RFA/RFP Partnerships

1
RFA/RFP Partnerships

• Federal/State Electronic Filing Symposium
• May 1 - 3, 2000

2
IRS e-file Marketing Partnerships Expanded in 2000

• Purpose To Partner with Private Industry to
  Cooperatively Promote IRS e-file Options
• IRS Offered Services (e.g., Printing,
  Distribution of Letters and Multi-Media Products,
  a Hyperlink, etc.) in Exchange for Industry
  Promotional Efforts on Behalf of IRS e-file
• Established Through the Request for Agreement
  (RFA) Process

3
Agreements Were Granted to Support Various e-file
Marketing Efforts

• Companies Engaged in the Following Types of
  Promotional Activities
• Distributed IRS e-file Messages and Promotional
  Ads to Company Employees and/or Customers
• Provided Mailing Lists of Employer Groups and/or
  Financial Institutions for Improved Target
  Marketing
• Promoted IRS e-file Logo and Key Messages on
  Company Web Sites
• Promoted IRS e-file to Practitioner Audiences
  Currently Not Participating with IRS e-file

4
Agreements Were Granted to Support Various e-file
Marketing Efforts - Cont.

• Companies Engaged in the Following Types of
  Promotional Activities - Cont.
• Placed IRS e-file Ads and/or Key Messages in
  Professional Trade Publications
• Provided Multi-Media Products (e.g., CD-ROMs with
  Appropriate e-file Packaging) That Offer the
  e-file Capability

5
IRS Will Continue Focusing Its IRS e-file
Partnership Efforts

• Free Tax Preparation and e-file is the Trend
  and/or Wave of the Future
• Through Industry Partnerships, IRS Will Pursue
  This Trend Aggressively
• Future Cooperative Marketing Agreements Will Be
  Related to FREE Tax Preparation and e-file
  Opportunities for Taxpayers

6
IRS Will Continue Focusing Its IRS e-file
Partnership Efforts - Cont.

• A Request for Information (RFI) and a Draft RFP
  (or RFA) Will Be Issued in May 2000 to Determine
  Industry Interest Level, Requirements and/or
  Implementation Issues
• A Subsequent RFP Will Be Issued for Industry
  Proposal Submission
• Cooperative Marketing Services Will Be Offered by
  the IRS In Exchange for Free Services Offered by
  Industry
• Goal is to Have Opportunity Available to
  Taxpayers by Filing Season 2001 (But No Later
  Than Tax Year 2002)

7
IRS e-file Partnerships Are Key to Obtaining 80
Goal