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Marketing Agreements

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									RFA/RFP Partnerships

  Federal/State Electronic Filing
           Symposium
         May 1 - 3, 2000
   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
    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
     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
     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
     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)
IRS e-file Partnerships Are Key to
       Obtaining 80% Goal

								
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