24-28-A-PMO-OITA RFI Technology Strategy and Management Support Services.pdf

Internal Revenue Service (IRS)

Enterprise Services

Technology Strategy and Management Support

Services

Request for Information (RFI)

July 9, 2024

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Introduction

This is a Request for Information (RFI) -- hereinafter Notice. This is NOT a solicitation for proposals, proposal abstracts, request for bids or quotations, nor a promise to issue a solicitation in the future. The purpose of this RFI is for the Government to obtain knowledge and information for project planning purposes only.

No proprietary, classified, confidential, or sensitive information should be included in responses to this Notice, unless otherwise appropriately marked by the Respondent. The Government reserves the right to use any non-proprietary technical information received in response to this

Notice in any resultant solicitation(s). Do Not Submit any Proposals / Offers / Quotes in response to this Notice.

At a summary level, the Government has interest in and is seeking information regarding the capability of firms who can provide services pertaining to Technology Strategy and

Management Support Services

Request for Information Number: 24-28-A-PMO-OITA RFI

Project Title / Short Description: Technology Strategy and Management Support Services

PSC or FSC Code: DA01 – IT and Telecom – Business Application/Application Development

Support Services (Labor)

NAICS Codes:

• 541512 Computer Systems Design Services

• 523940 Portfolio Management and Investment Advice

• 611430 Professional and Management Development Training

RFI Release Date: July 9th, 2024

Cut-off date/time for Vendors questions: July 16th, 2024, 5:00 PM EST

RFI Response Date: July 30th, 2024, 10:00 AM EST

Primary Point of Contact

Email: proc.apmo.mr@irs.gov

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Secondary Point of Contact and Contact Information:

Name: Annette U. Smith

Title: APMO Facilitator

Email: annette.u.smith@irs.gov

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Technology Strategy and Management Support Services

Technology Strategy Management provides executive leadership in shaping and implementing the overall IT agency strategy while identifying high-return technological investments for potential use within IRS. TSM organization plays a unique, differentiated role in IT and promote integration management as a function that helps translate strategies to the execution level. The Technology

Strategy Management (TSM) PMO operates as a “prime integrator” of IT delivery partners in the organization across the enterprise. TSM is comprised of 5 groups and 3 Sub-groups: Enterprise

Infrastructure Currency (EIC), Infrastructure Platform Strategy and Services (IPSS), Large Program

Implementation Services (LPIS), Managed Technology Shared Services (MTSS) and Common

Services & Integration (CS&I).

To assist TSM in its mission, the IRS requires professional expertise to provide end to-end support to improve its Digital Ops competency and provide a full range of development and associated services necessary to plan, coordinate and execute technical and strategic approaches in alignment with requirements and scheduling demands for the TSM delivery partners and other business stakeholders.

Description of Contemplated Services

In performance of calls, the Contractor shall support the objectives for TSM developing, modernizing, and maintaining IT capabilities with a full range of services. The Contractor shall also perform technical and management support services to assist the organization with technical strategy, integration, and delivery management services. The Contractor shall support collaboration with internal and external IRS stakeholders to fulfill the TSM mission. Some other objectives for calls under this BPA will be:

• Empower and enable all taxpayers to meet their tax obligation, simplify the process of filing, correction, and payment for all taxpayers and their representatives; develop secure digital options for taxpayers and professionals to interact efficiently with the IRS, while maintaining and improving traditional service options

• Protect the integrity of the tax system, develop, and maintain a secure application fitting the needs of the TSM mission; ensure compliance through administering and enforcing the tax code; identify and plan for compliance risks; investigate violations of the tax code and maximize deterrence.

• Advance data access, usability, and analytics to inform decision making and improve operational outcomes. Update data collection and retrieval capabilities and processes to provide faster authorized access to information; improve analytic tools; emphasize the use of data analytics and qualitative information to select high priority work.

• Drive increased agility, efficiency, effectiveness, and security in IRS operations. Modernize and integrate technologies and systems that support secure, flexible, and accurate work across IRS functions; safeguard taxpayer data and protect the IRS against internal and external threats, with an emphasis on cyber defense; simplify policies and processes to improve operational efficiency and coordination across business units.

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• Manage and integrate data from various sources, including databases, applications, and external sources. Handle structured and unstructured data and ensure data quality and consistency. Include data visualization, predictive modeling, machine learning, and statistical analysis. Apply these techniques to derive insights and make data-driven decisions. Scale analytics infrastructure and processes to handle large volumes of data and accommodate growth in data volume and complexity over time. Ensure that analytics solutions provide adequate performance to meet the organization’s needs. Implement encryption, access controls, and other security measures to safeguard data privacy and integrity.

• Offer technical strategy and integration support services for TSM Organization. Perform administrative management, operations, logistics and strategic planning consulting services.

Perform Management Consulting Services to include all services related to the practice of helping organization improve their performance, primarily through the analysis of existing organizational problems and development of plans for improvement.

The scope of work for this requirement is set forth as a collection of task areas necessary for successful project planning, management, and execution. This Blanket Purchase Agreement (BPA) does not include support for 1) issuance of a call order exclusively for Project Management support (outside of TSM specific tasks); 2) the purchase of hardware or development, modernizing enhancement or operation and maintenance of hardware; 3) technical and operational support for networks. For this BPA, Project Management Support is defined as internal support to each respective task-order. The BPA task areas are:

Task Area 1: Project and Program Management Support

Task Area 2: Design, Architecture, Blueprint of Platform of Delivery

Task Area 3: Delivery of Platforms with IT, BOD, and others

Task Area 4: Technical Strategy and Integration

Task Area 5: Transition Services, Managed Services, and Surge Support

Task Area 6: Sustainment – Operations and Maintenance (O&M) Support

Task Area 7: Service Management

Task Area 8: Enterprise Services

RFI Instructions

Responses to this RFI are requested in two (2) parts and must be submitted using Attachment 3

RFI Response Template.

Part I Company Profile Information - IRS seeks company profile information about the firms that provide services positioned to address the requirements discussed above.

Part II Capability - IRS seeks Industry responses to specific questions. Do not include any support documentation for any company other than your own. This is an analysis of your company’s abilities.

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Part I: Company Profile Information

Responders to this Notice must provide the following company information:

1. Company Name and Address

2. Company technical Point of Contact (POC) information to include name, title, telephone number, and email address.

3. Applicable NAICS (North American Industry Classification System) Code

4. List active governmentwide contracts that your company has been awarded (GWACs, IDIQs, and BPAs – include applicable SIN)

5. Business Classification / Socio-Economic Status (e.g., large, small, 8(a), women owned, hub-zone, SDB, Service-Disabled Veteran Owned)

6. Subcontracting / partnering / teaming possibilities.

Part II: Capability

Responses to this Notice must include the following:

1. What experience do you have in achieving an ATO (Authority to Operate) with the private or federal sector? Include any specific artifacts or processes in achieving the ATO"

2. Provide experience examples using the Implement Continuous Integration and Continuous

Delivery (CI/CD) to help automate testing and achieve approval through the Agile OneSDLC process.

3. Provide experience examples in the private and federal sector managing and integrating data from various sources, including databases, applications, and external sources

4. Describe your experience with examples and dates developing, modernizing, and maintaining

IT capabilities with a full range of services to assist the organization with technical strategy, integration, and delivery management services

5. Describe your experience with examples and dates of engaging in projects to advance data access, usability, and analytics, to provide faster authorized access to information; and improve decision making and operational outcomes

6. Describe your experience with examples and dates of modernizing and integrating technologies and systems that support secure, flexible, and accurate work across enterprise functions; safeguard data and protect the organization against internal and external threats, with an emphasis on cyber defense. Also, provide examples of implementing encryption, access controls, and other security measures to safeguard data privacy and integrity

7. Describe your experience with examples and dates of working with data visualization, predictive modeling, machine learning, and statistical analysis then applying these techniques to derive insights and make data-driven decisions

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8. Describe your experience with examples and dates of scaling analytics infrastructure and processes to handle large volumes of data accommodating growth in data volume and complexity over time and ensure that analytics solutions provide adequate performance to meet the organization's needs

9. Describe your experience with examples and dates of offering technical strategy and integration support services through performing administrative management, operations, logistics and strategic planning consulting services to help organization improve their performance, primarily through the analysis of existing organizational problems and development of plans for improvement

10. Describe your experience with examples and dates of performing program and project planning, creating web-based applications, databases, and associated utilities for service-wide communications, program management and administration, performance measurements, cost reporting, and recommended solutions based on understanding of organization information architecture, and infrastructure

11. Describe your experience with examples and dates of providing Enterprise Life Cycle (ELC) support to include as a minimum Capability Maturity Model Integration process guidelines are met, or a like model, and all data is recorded and archived based on call order needs

12. Describe your experience with examples and dates of using the Agile delivery approach for all projects focusing on developing or configuring functionality or upgrades in phases and checkpoints (sprints) to demonstrate progress to Management

13. Describe your experience with examples and dates of contributing to various digital transformation methodologies and frameworks providing an architectural foundation for decommissioning legacy systems and integrating business processes, technologies, and data to enable organization to innovate, adapt to changing regulatory demands, and deliver enhanced value to citizens

14. Describe your experience with examples and dates of developing component-driven, technical frameworks to identify the standards, specifications, the technologies that support and enable the delivery of service components and capabilities will boost the adoption and implementation of component-based architectures

15. Describe your experience with examples and dates of creating platforms to support business process management (BPM), internal facing, simple and complex case management workflows, workforce intelligence, low-code development and chatbots to automate processes, fast-track innovation and enhance productivity

16. Describe your experience with examples and dates of developing/deploying Low/No code platforms and solutions to customize, adapt, and automate enterprise workflows to automate repetitive tasks and streamline business processes

17. Describe your experience with examples and dates of conducting research and analysis, assessment, and Independent Verification and Validation (IV&V) efforts to establish or confirm accuracy, completeness, sufficiency, appropriateness, and/or effectiveness of selected

Technology Strategy and Management Support Services RFI | 7 elements including program solutions, designs, products, technologies, data, frameworks, processes, practices, and documentation

18. Describe your experience with examples and dates of implementing continuous integration and continuous delivery (CI/CD) to help automate testing and achieve a “Release on Demand” approval through the Agile OneSDLC process

19. Describe your experience with examples and dates of providing impact assessments of proposed changes to established baselines, testing strategies, and captured metrics

20. Describe your experience with examples and dates of providing extensive support for two-way customer engagement and digital services (Live Chat, SMS, Email, Computer Telephony

Integration (CTI), Mobile Integration/Apps, Enterprise BOTS, Customer Service Analytics and more)

21. Describe your experience with examples and dates of developing new technologies that provide a systematic approach to specify, catalog, and trace numerous unstructured complex

NFRs to help keep specifications consistent, up-to-date, and accessible

22. Describe your experience with examples and dates obtaining Platform Software/Platform as a

Service licenses to be consumed as "Pay-As-You-Go" mode

23. Describe your experience with examples and dates providing the Managed Service Provider

(MSP) for platforms to support and maintain the platforms’ IT infrastructure

24. Describe your experience with examples and dates providing Cloud based services from leading Cloud Service Providers, and maintaining, and upgrading all cloud-hosted hardware, infrastructure, and appliances necessary for delivery of the new capabilities and in accordance with all applicable Federal policies, guidelines, and directives

25. Describe your experience with examples and dates working a highly collaborative model across multiple stakeholders within IT & Business to deliver rapid outcomes and results

Terms and Conditions regarding this Notice

This Notice does not obligate the Government to award a contract or otherwise pay for the information provided in response. All costs associated with responding to this Notice are solely at the responding party's expense. The Government reserves the right to use information provided by respondents for any purpose deemed necessary and legally appropriate. Further, the

Government may contact the vendor for additional information regarding the information submitted as part of this market research effort. Any organization responding to this notice should ensure that its response is complete and sufficiently detailed to allow the Government to determine the organization’s qualifications to perform the work. Respondents are advised that the Government is under no obligation to acknowledge receipt of the information received or provide feedback to respondents with respect to any information submitted. After a review of the responses received, a pre-solicitation synopsis and solicitation may be published in Government

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Point of Entry or other similar source (e.g., GSA E-buy). However, responses to this notice will not be considered adequate responses to a solicitation.

Responses to this notice are not offers and cannot be accepted by the Government to form a binding contract or agreement. The Government will not be obligated to pursue any particular acquisition alternative as a result of this notice. Responses to the notice will not be returned.

Not responding to this notice does not preclude participation in any future solicitation if one is issued.

No proprietary, classified, confidential, or sensitive information should be included in responses to this Notice, unless otherwise appropriately marked by the Respondent. The

Government reserves the right to use any non-proprietary technical information received in response to this Notice in any resultant solicitation(s).

Do Not Submit any Proposals/Offers in response to this Notice.

Thank you for your response to this Request for Information.