IRS ECMITPMSS Sources Sought Notice.docx

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Enterprise Case Management Information Technology Portfolio Management Support Services (ECMITPMSS)
Solicitation number
ECMITPMSS8260
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This document is a Sources Sought Notice (SSN) issued by the Internal Revenue Service (IRS) for market research purposes to identify potential sources capable of providing support services for the IRS Enterprise Case Management (ECM) Information Technology (IT) Portfolio Management (PM) Support Services (SS).

The IRS is looking to establish a cloud-based ECM platform and seeks program management services support for various functional areas, including the Program Management Office, Strategy & Planning, Enterprise Services, Enterprise Operations, Cybersecurity, User and Network Services, and Information Resources Accessibility Program. The scope of work does not include development, technical integration, operations, and maintenance, which will be handled under separate contracts. The IRS is interested in small businesses that can provide these program management services in a collaborative, quick-response team setting. Respondents are requested to provide information on their relevant corporate experience, staff expertise in Agile methodologies and IBM's Engineering Lifecycle Management tool, as well as examples of their experience in program management support services for case management functionalities, SAFe processes, and IT modernization. Responses to the SSN questions are due by May 1, 2024, 3PM ET.

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This is a Sources Sought Notice (SSN) for market research purposes only. This SSN is issued solely for information and planning purposes – it does not constitute a Request for Proposal (RFQ) or a promise to issue an RFQ in the future. This SSN does not commit the IRS to contract for any supply or service whatsoever. Further, the agency is not at this time seeking proposals and will not accept unsolicited proposals. This SSN is being published to identify potential sources capable of providing support services for the Internal Revenue Service (IRS) Enterprise Case Management (ECM) Information Technology (IT) Portfolio Management (PM) Support Services (SS).

Responders are advised that the agency will not pay for any information or administrative costs incurred in response to this SSN; all costs associated with responding to this SSN will be solely at the interested party’s expense. Not responding to this SSN does not preclude participation in any future RFP, if any is issued. It is the responsibility of the potential offerors to monitor the agency sources for additional information.

Background

ECM is a business-driven transformation program that addresses the need to modernize, upgrade, and consolidate case management systems with similar functionality that are running in the IRS ecosystem today. IRS is in the process of establishing a cloud-based ECM platform to collect and analyze data, catalog issues and potential solutions to accomplish its mission. The legacy case management systems in use result in significant redundancy and overlap in data; and the maintenance on multiple legacy systems with numerous languages, and different structures is costly. The scope of work for this acquisition includes efforts to continue to grow an enterprise system to subsume the functionality of numerous individual organizations’ legacy case management systems to achieve the efficiencies and cost-effectiveness inherent in a standard system universally available to all authorized IRS employees.

This BPA will focus on program management services support for Program Management Office, Strategy & Planning, Enterprise Services, Enterprise Operations, Cybersecurity, User and Network Services, Information Resources Accessibility Program, and program management services in support of Delivery Partners. Development, technical integration, operations, and maintenance will be accomplished under contracts administered by the IRS Applications Development (AD) organization. The work performed under this BPA represents only the program management portion of the work activities that do not include other Business and IT development participants. The Contractor will coordinate with other organizations such as IT AD to identify the key/critical integration points and cooperate to ensure the success of all parties. An important consideration regarding these efforts is the ability of the Contractor to work collaboratively in a quick-response team setting with other contractors and Government stakeholders.

Objective

No decision has yet been made regarding the acquisition strategy or the small business strategy for this requirement. The purpose of this SSN is to identify interested vendors with capabilities to meet the Government requirements at a fair market price.

Vendors’ SSN responses shall be uploaded to GSA eBuy by May 1, 2024, 3PM ET or via email (if submitting via SAM.gov). The agency is not seeking marketing information and will not review it. No phone calls or emails related to this source sought notice will be accepted.

Submission Instructions

The North American Industry Classification Systems (NAICS) Code proposed for the requirement is 541519, Other Computer Related Services. The size standard for NAICS 541519 is $30M.

The Government requests that only small businesses submit the information outlined below.

1. Contractor Name

2. Address

3. Point of Contact (POC)

4. POC phone number and e-mail address

5. DUNS number

6. Business status (i.e. large/small business, disadvantaged, Hub Zone, woman-owned, etc.)

7. Brief description of the company's business size (i.e. annual gross revenue for the prior three (3) years)

8. Anticipated teaming or subcontracting arrangements (delineate between work accomplished by prime and work accomplished by teaming partners)

9. Responses to SSN questions below.

10. Page limit and formatting requirements: The company's standard format is acceptable; however, the limit for all responses shall be ten (10), 11 font size, 8 ½ x 11-inch pages.

SSN Questions

1. Please provide three corporate experiences with at least one corporate experience as a prime contractor providing services in similar size, scope, and complexity to the enclosed Performance Work Statement. The contract size of the corporate experience must be at least $150M for five years or $30M per year. Corporate experience shall include the contract number, funded dollar value(s), period of performance, and a brief relevant scope summary.

2. Of the number of current information technology program management staff within your organization how strong is the organization’s experience with Agile methodologies?

Agile
Very Strong >85 % of IT staff Strong > 50% of IT staff Average >35% of IT staff Weak 20% or less of IT staff

3. What is your organization’s experience using IBM’s Engineering Lifecycle Management (ELM) tool for capturing product metrics and continuous process improvement?

4. Please provide two examples of your organization’s experience in program management support services that result in a comprehensive disciplined approach to managing individual case management functionalities into a single case management system.

5. Please provide two examples of your organization’s experience in program management services that provide day-to-day agile support that implements the SAFe® processes, methods, standards, and techniques.

6. Please provide two examples of your organization’s program management experience in accelerating IT modernization utilizing SAFe® practices to deliver case management that scales at the enterprise level.

7. Please provide two examples of your organization’s experience with mature SAFe® management practices building on traditional program management office responsibilities and driving strategic enterprise, portfolio, program, project alignment that include effective decision making and risk mitigation mechanisms.

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