Clean Energy Sources Sought MR Final.docx

Internal Revenue Service (IRS) TREAS - IRS Clean Energy System Development Support Services - Market Research Sources Sought December 10, 2024

Clean Energy Support RFI | ii Introduction This is a Sources Sought 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 code development, program management, database management, software testing, cyber security, and system architecture design.

Project Title / Short Description: TREAS - IRS Clean Energy System Development Services- Market Research PSC or FSC Code: DA10 IT and Telecom—Business Application/Application Development Software as a Service NAICS Codes:

54151 Computer Systems Design and Related Services Other considered NAICS: 518210 Data Processing, Hosting and Related Services

Release Date: December 10, 2024 Response Date: December 24, 2024

Primary Point of Contact and Contact Information:

Name: Helen Tidwell-Zaldana

Name: John R. Sims Title: Contract Specialist Email: john.r.sims@irs.gov

Project Title TREAS - IRS Clean Energy System Development Services - Market Research The IRS is seeking vendors to provide the technical, management, and quality control processes required to provide software developers/engineer services for development and Integration of a Clean Energy solution to enable the IRS to plan, design, configure, implement, deliver, operate, and enhance workflows to meet legislative provisions using an agile business-led delivery methodology.

Description of Contemplated Services The purpose of this SS is to seek contractors to support CE with the continued development activities and services to deliver a cloud-based CE solution that can provide taxpayers certificates for tax credits and deduction on investments in renewable energy. The CE Portfolio is envisioned to comprise a data-driven solutions to facilitated sharing of data across multiple user communities and organizational functions. The Business and IT organizations shall partner to meet their objectives to define the direction and delivery of legislative mandated CE provisions to provide certificates for tax credits to IRS customers.

These solutions are business-led with Contractor and IRS Information Technology (IT) support providing resources on integration and implementation. Through this requirement, the Clean Energy program will be able to rapidly access Contractors who can plan, design, and implement as well as provide Operations and Maintenance (O&M) support services. The solution provides an automation process that will help to streamline business processes, automate repetitive tasks, and improve customer experiences. The clean energy solution will allow for faster application processing and improved customer experience.

Sources Sought Instructions For your review, a draft Performance Work Statement (PWS) is attached as Attachment 1 to this RFI. Additionally, responses to this RFI must be submitted using Attachment RFI Response Spreadsheet.

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.

Part I: Company Profile Information Responders to this notice must provide the following company information in the attachment 2:

Company Name and Address Company Size: Small Business or Large Business What is your company’s classification: a SB, SDB,WBE, WOSB, 8A, VOSB, SDVOSB, MBE, DBE, Company technical Point of Contact (POC) information to include name, title, telephone number, and email address.

Applicable NAICS (North American Industry Classification System) Code List active governmentwide contracts that your company has been awarded (GWACs, IDIQs, and BPAs – include applicable SIN) Business Classification / Socio-Economic Status (e.g., large, small, 8(a), women owned, hub-zone, SDB, Service-Disabled Veteran Owned) Subcontracting / partnering / teaming possibilities Part II: Capability As indicated in instruction all responses are to be submitted via Attachment 2 RFI Response Template.

Responses to this notice must include the following:

1. Does your company have the capability to perform all required services in the Draft Requirements Document?

Yes/No

1. Does your company have similar previous experience with the type of work outlined in the Draft Requirements Document?

Yes/No

Does the Draft Requirements Document contain the sufficient information that would enable you to adequately respond to an RFP? If “No,” Yes/No

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

If you use a subcontractor is the company a small or large business and is it part of a joint venture.

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.)

f. Pega

g. Salesforce

h. ServiceNow

i. UiPath

j. PowerApps

k. Palantir

l. Other (Any other relevant Low-Code/No-Code platform(s) experience and capabilities you have)

Please choose the NAICS code(s) you determine are appropriate for this requirement. (Choose all that apply)

m. 541511

n. 518210

o. Other –Please indicate NAICS codes

What pricing/contract type (FP, LH, etc.) would you recommend for the services and why?

What labor categories do you recommend that align with the scope of work? What labor categories have you previously utilized on alike services?

How would you structure an agile team to successfully deliver on this potential requirement?

What is an estimated total price to successfully deliver this requirement?

What level of expertise would those resources have (e.g., java developers, etc.)?

Describe your company’s experience using Agile iterative methodology and approach to maximizing re-use in application development of similar size, scope, and complexity.

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.

Provide comments, suggestions, and/or any insights not already requested herein that would benefit the IRS as related to this RFI.

What are the average years of experience of the team members your company would assign to this potential contract?

If you have a Capability Website, please provide the link. (optional)

Please provide a Capability Statement.

Does your company have the capability to provide personnel with the requisite Department of Treasury clearances? Additionally, do you have any employees that have already been cleared for work at Treasury?

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.

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 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 Sources Sought Notice.

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