Attachment 3. RFI Response Template 24-57.xlsx
XLSX spreadsheet 139 KB Posted
- Solicitation number
- 24-57-A-PMO-OITA
About this file
This document is a Request for Information (RFI) issued by the Internal Revenue Service (IRS) for a Blanket Purchase Agreement (BPA) to provide Low-Code/No-Code platform support services. The IRS is seeking information on the capabilities of firms to provide technical, management, and quality control services to plan, design, configure, implement, deliver, operate, and enhance Low-Code/No-Code workflows using a business-led delivery methodology.
The RFI consists of two parts: Part I requests company profile information, and Part II asks specific technical capability questions. Responses are due by 5:00 pm ET on August 30, 2024. The IRS is interested in understanding the respondents' experience with various Low-Code/No-Code platforms, their ability to meet the draft requirements, their approach to program/project management, and any other insights that could benefit the IRS in planning this potential procurement. The RFI is part of the market research for the TREAS - IRS ECMO Case Management Modernization Support BPA, which will be a multiple-award BPA for these services.
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Other files
| File | Type | Posted |
|---|---|---|
| RFI 24-57-A-PMO-OITA-Enterprise Case Management Office (ECMO) Case Management Modernization.docx | DOCX document | |
| Attachment 1. SOO.docx | DOCX document | |
| Attachment 2. ECMO_Attachments_A___D.pdf |
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Part I Company Profile
| TREAS - IRS ECMO Case Management Modernization Support BPA - Market Research RFI Response | |
| RFI Response Due Date: 08/30/2024 at 5:00 p.m. | |
| Part I: Company Profile | |
| 1 | Company Name and Address |
| 2 | Company technical Point of Contact (POC) and Contract Lead 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 | Identify Business Classification / Socio-Economic Status (e.g., large, small, 8(a), women owned, hub-zone, SDB, Service-Disabled Veteran Owned) |
| 6 | Identify subcontracting/partnering/teaming possibilities |
Part II Technical Capability TREAS - IRS ECMO Case Management Modernization Support BPA - Market Research RFI Response RFI Response Matrix
| RFI Response Due Date: 08/30/2024 at time of 5:00 p.m. | ||
| Part II: Technical Capability | ||
| Questions: | ||
| Number | Questions | Answers |
| 1 | Does your company have the capability to perform all required services in the Draft Requirements Document? |
Yes/No
| 1a | Does your company have Low-Code/No-Code platform experience and capabilities for the following? | |
| a. | Pega | |
| b. | Salesforce | |
| c. | ServiceNow | |
| d. | UIPath | |
| e. | PowerApps | |
| f. | Palantir | |
| g. | Other (Any Other relevant Low-Code/No-Code platform(s) experience and capabilities you have) | |
| 1b | Describe your company’s respective Low-Code/No-Code platform experience and capabilities for applications selected above. (Note: it is not expected that vendors will have experience and capabilities for all products listed above.) |
Yes/No
| 2 | Does your company have similar previous experience with the type of work outlined in the Draft Requirements Document? |
| 3 | Does the Draft Requirements Document contain the sufficient information that would enable you to adequately respond to an RFP? If “No,” please identify what areas within the SOO need to be refined, expanded upon, or otherwise clarified for your company to better propose on any resulting solicitation. (Your response should indicate, where applicable, the specific paragraph, page, or identifying element.) |
Yes/No 4 Are there any additional services/service areas you would suggest the SOO should include, highlight, or expand upon?
Yes/No 5 Are the SLAs in your SOO Attachment D – Service Level Agreements, sufficient for the services required for your company to provide the services and have the recognized accurately?
Yes/No 6 Are the SLAs in SOO Attachment D – Service Level Agreements realistically measurable from your experience?
Yes/No 7 Do you recommend the Government add, remove, or alter any specific SLAs/Metrics?
Yes/No
| 7a | If yes, please provide additional details that describe and ensure any suggested SLAs/Metrics are measurable from your experience. |
| 8 | What methods of incentives and/or disincentives would you recommend, in addition to or in replacement of those described in the SOO, so the government can receive high levels of service to ensure SLAs are met throughout the life of the orders? |
| 9 | Do you foresee notable risks under the proposed BPA strategy? |
Yes/No 9a Under the proposed SOO and any resulting BPA for Low-Code/No-Code platform support services, do you foresee a potential for Organizational Conflicts of Interest (OCI)?
Yes/No
| 9b | If yes, please describe the potential conflicts and associated risks. |
| 9c | If yes, please provide ways to mitigate or prevent such OCIs and risks. |
| 9d | If yes, what are the risks and what processes you have utilized under previous efforts to mitigate these risks? |
| 10 | What benefits and risks do you foresee with the BPA approach to Low-Code/No-Code platform support services? If applicable, please share a different or modified approach to improve the construct and concept of the BPA. |
| 11 | What pros and cons do you foresee with the BPA approach to Low-Code/No-Code platform support services? If applicable, please share a different or modified approach? |
| 12 | Are there any software-infrastructure dependencies or specialized integration software required for the installation / deployment that should be addressed in the SOO or resultant PWS (e.g., Operating System)? |
| 12a | Are there any additional services/service areas you would suggest the SOO should include, highlight, or expand upon? |
Yes/No
| 12b | If yes, please describe. | |
| 12c | As written, what questions or comments do you have on the provided draft SOO? | |
| 13 | List possible solutions and approaches that may currently exist in the marketplace based on the attached SOO. | |
| 14 | In your estimation, how much of this potential requirement would your company need to subcontract to other companies? | |
| a. | None | |
| b. | Less than 15 percent | |
| c. | Between 15 and 30 percent | |
| d. | Between 30 and 50 percent | |
| e. | More than 50 percent | |
| 15 | How much lead time would your company need from notification of award to start of contract performance – or delivery, if product(s) only? | |
| a. | None | |
| b. | 30 days or less | |
| c. | 30 – 60 days | |
| d. | 60 – 90 days | |
| e. | 90 days or more | |
| 16 | Does your company have Low-Code/No-Code platform experience and capabilities for the following? |
(Please describe your company’s respective Low-Code/No-Code platform experience and capabilities for applications selected in the ‘Optional Feedback’ space below or in your attached Capabilities Statement. Note: it is not expected that vendors will have experience and capabilities for all products listed below.)
| a. | Pega | |
| b. | Salesforce | |
| c. | ServiceNow | |
| d. | UiPath | |
| e. | PowerApps | |
| f. | Palantir | |
| g. | Other (Any other relevant Low-Code/No-Code platform(s) experience and capabilities you have) | |
| 17 | Do you provide this service and/or product commercially? (optional) |
(In accordance with FAR Part 12: Subpart 12.1 – Acquisition of Commercial Products and Commercial Services, this question is to support DoD with commercial items and commercial determination) Yes/No
| 18 | Please choose the NAICS code(s) you determine are appropriate for this requirement. (Choose all that apply) | |
| a. | 541511 | |
| b. | 518210 | |
| c. | Other –Please indicate NAICS codes | |
| 19 | What pricing/contract type (FP, LH, etc.) would you recommend for the services described in the SOO and why? | |
| 20 | What labor categories do you recommend that align with the scope of work outlined in the SOO? What labor categories have you previously utilized on alike services? | |
| 21 | How would you structure the team members needed to successfully deliver on this potential requirement? | |
| 22 | What level of expertise would those resources have? | |
| 23 | What hourly rates would your company charge for the different levels of expertise needed? | |
| 24 | What is a ballpark estimated price to successfully deliver these requirements? | |
| 25 | Describe your company’s experience using Agile iterative methodology and approach to maximizing re-use in application development of similar size, scope, and complexity to the SOO objectives. | |
| 26 |
During the course of the multiple award BPA, the government reserves the right to issue requests for call order proposals that are:
· Platform Agnostic in that BPA holders may base their proposed technical approaches on a platform they identify (for their approach) to meet the call order requirements.
· Platform Specific in that the call order request for proposal would specify what platform the technical approach/proposal must be based on Please provide suggestions, if any, for an efficient call order request for proposal process.
| 27 | Describe your company’s ability to create new solutions quickly, securely, and consistently by leveraging cloud infrastructure software, such as Software-as-a-Service (SaaS), Platform-as-a-Service (PaaS), and Infrastructure-as-a-Service (IaaS) to provide efficient, cost-effective, secure, and scalable technologies. Examples can include replacing custom-built legacy applications with industry-standard, modern technologies to reduce the technology footprint and operating costs. | |
| 28 | Describe your company’s level of experience and qualifications to provide the services in the attached Statement of Objectives (SOO) (i.e., business-led delivery methodology, user centered design, configurations, testing, implementation, training etc.) | |
| 29 | Describe your company’s ability to meet the requirements in the attached SOO. Specifically, are you able to provide solutions to the Strategic and Operational Objectives stated in the SOO? | |
| 30 | Provide three examples of your company’s experience with projects similar in size, scope, and complexity to the work outlined within the SOO. The examples can be government or relevant commercial experience. | |
| 31 | Provide up to three hyperlinks to examples of relevant agile iterative solutions your team has developed and implemented in the last 3 - 5 years. These can be publicly facing web portals, software demonstrations, or videos of working software. | |
| 32 | Include an overview of your company, not to exceed four pages, that addresses your company’s: | |
| • | History, mission, and values | |
| • | What differentiates your company from your competitors? | |
| • | Approach to recruiting, hiring, staffing, and retaining highly qualified contractor personnel | |
| • | Approach for implementing applicable security procedures and data integrity/protection | |
| • | Approach to program/project management including cost, schedule, scope, and quality management and control, as well as the project management tools utilized | |
| • | Managing risk within your contracts/orders for commercial/government customers, including quantitative risk management | |
| 33 | Provide comments, suggestions, and/or any insights not already requested herein that would benefit the IRS as related to this RFI. | |
| 34 | In your estimation, is it reasonable to have these separate requests (new training, training assessment, advisory services) on a single Performance Work Statement (i.e., is it likely that your company or any company could perform well on each of them)? | |
| 35 | In your estimation, is it reasonable to have these separate requests (new training, training assessment, advisory services) on a single Performance Work Statement (i.e., is it likely that your company or any company could perform well on each of them)? | |
| 36 | Does this request lend itself to a contractor that is a large business or small business? Does business size matter when it comes to meeting this requirement? | |
| 37 | What is your company’s prior experience with developing, assessing, and delivering complex technical tax training or providing strategic advisory in these IRS high-priority areas (large partnership structures and tax strategies, high income and high wealth tax strategies, economist transfer pricing issues)? | |
| 38 | What level of education or certification (CPA, J.D., LLM in Taxation) would your team members offer? | |
| 39 | What are the average years of experience of the team members your company would assign to this potential contract? | |
| 40 | Please provide any additional insights that would help us craft the requirement(s) to best meet our needs to provide the contemplated services. | |
| 41 | If you have a Capability Website, please provide the link. (optional) | |
| 42 | Please provide a Capability Statement. | |
| 43 | Optional Feedback: Please provide any feedback or questions you may have related to this requirement and the Draft Requirements Document. This section is only for questions or feedback to the Agency about this requirement and to further expand on any responses provided above. |
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