Sources Sought Notice and Questionnaire - IRS CFO Financial Management and Audit Support Services 8-27-24 - Revised.pdf

** This Sources Sought Notice announcement is issued for the purpose prescribed in the Federal Acquisition Regulations (FAR) Part 10 “Market Research” and is for informational and acquisition planning purposes only. This announcement is not a request for quote (RFQ)/request for proposal (RFP) and a formal solicitation is not available at this time. If a formal RFQ/RFP is released, its contents may differ from the information contained in this announcement. This announcement does not constitute a commitment by the government to issue an RFQ/RFP, contract, or order. The government will not pay for any effort expended or any material provided in response to this announcement, nor will the government return any data provided. Proprietary information, if any, should be minimized and must be clearly marked. To aid the Government, please segregate proprietary information. Please be advised that all submissions become Government property and will not be returned. **

Sources Sought Notice for IRS CFO Financial Management and Audit Support Services The Internal Revenue Service (IRS) Chief Financial Officer (CFO) Financial Management office requires professional financial management assistance with requirements assessments to support financial systems and system architecture development; policy and procedures; data analytics;

and accounting support services to assist in developing its annual financial statements, reporting to external entities, supporting the financial statement audit, and addressing issues identified by senior financial management staff. The services shall be in accordance with the attached Performance Work Statement (PWS) entitled “DRAFT IRS Financial Management and Audit Support Services”.

This Sources Sought Notice will be available on August 27, 2024, and will be distributed solely through SAM.gov, under NAICS 541219 – Other Accounting Services.

The requirement:

• Will use commercial terms and conditions (FAR Part 12).

• Is intended to be a Hybrid Firm Fixed-Price/Labor Hour Contract.

• Has an expected period of performance of a twelve-month base period, and four one-year options, and one six-month option using the authority 52.217-8.

• Has an anticipated start date of early Fiscal Year (FY) 2025

Interested parties should respond to this Sources Sought Notice by providing the requested information/answering the following questions, in addition to providing a capabilities statement as they relate to the requirement set forth in this announcement. Results of this Sources Sought

Notice may impact the selection of the acquisition approach, and as such, interested parties are requested to fully respond to the following questions.

Interested sources shall provide detailed responses by 5:00 PM EDT on Wednesday, September 11, 2024, to the following 7 questions***

1. Have you been a prime contractor or 1st tier subcontractor for a similar scope of work in support of financial reporting, financial statement audits and SAP financial systems operations, including system upgrades, at federal agencies or bureaus that have obtained a clean audit opinion in the last three years? Which federal agency or bureau did you support? Explain your role and responsibility as a prime contractor or 1st tier subcontractor.

2. Have you been a prime contractor or 1st tier subcontractor that implemented accounting practices and business processes in SAP at other federal agencies or bureaus? Please explain what you did to meet the requirement at each agency or bureau.

3. Do you have experience in executing corrective actions that resulted in the prevention or remediation of large-scale significant deficiencies or material weaknesses? Explain your experience in executing corrective actions.

4. Have you been a prime contractor or 1st tier subcontractor at a federal agency or bureau that your company supported the implementation and ongoing maintenance of G- Invoicing in SAP? Please name the federal agencies you have supported. Explain what you did to support the processing of G-Invoicing sales orders and purchase orders in G- Invoicing. Explain what you analyzed from the audit reports from G-Invoicing in SAP.

5. This requirement must be staffed by an estimated 25 cleared staff personnel on day one.

Can you meet this requirement? Explain reasons why you cannot staff 25 cleared personnel on day one.

6. Are you a member of or would you consider forming a Joint Venture to perform this type of work? Will you perform at least 50% of the work outlined in the PWS?

7. Describe your experience providing recommendations for automation and process improvements to improve the efficiency of financial reporting and analysis at federal agencies or bureaus.

Responses to this Sources Sought Notice shall be provided no later than 5:00 PM, EDT, on Wednesday, September 11, 2024. The requested information shall be submitted via e-mail to Mathew Nelker at Mathew.Nelker@irs.gov.

Note: No telephone inquiries will be accepted. The government does not commit to providing a response to any comments or questions. No basis for a claim against the government shall arise as a result of this announcement.

mailto:Mathew.Nelker@irs.gov

Interested sources shall provide detailed responses by 5:00 PM EDT on Wednesday, September 11, 2024, to the following 7 questions***