I_4 SF - 1014 IRA PMO JEFO Posted on sam.gov.pdf

DEPARTMENT OF THE TREASURY

SF 1014 -JUSTIFICATION FOR AN EXCEPTION

TO FAIR OPPORTUNITY

- Enterprise Services Technology Integration and Operations

- Integration and Analysis with the IRS Strategic Operating Plan Outreach and Conummications of IT

Modernization due to IRA modernization ftmding

- Cybersecurity

The anticipated period ofperfo1mance is for 12 months upon contract award.

3.b Includes IT: 1:8:1 Yes □ No PSC: DFOl NAICS Code: 541512 3.c

IGCE/Estimated dollar value:

4.a Identification of the exception to fair opportunity being used:

1:8:1 FAR 16.505(b)(2)(i)(A)-The agency need for the supplies or services is so urgent and compelling that providing a fair opporttmity would result in unacceptable delays.

4.b Supporting rationale:

The urgency of this high-profile acquisition is not due to lack of planning as the Inflation Reduction Act was enacted in August 2022 with accelerated milestones which include requiring the Agency to provide the IRA Strategic Operating Plan to the Secreta1y of the Treasmy in Febma1y 2023.

The IRS tax system and processes are highly complex, unique, and present multiple layers of abstraction;

thereby, requiring a support vendor who has specialized knowledge and tmderstanding of the infonnation pipeline. It takes approximately 6 months to reach a minimum baseline understanding of the IRS enviromnent and 12 or more months to folly understand the IRS environment, processes, and workflow. As the contractor working on the prior task order Deloitte has a foll understanding of the IRS infonnation pipeline, business, and technical workflows as well as organizational dependencies that will enable IRS to complete its planning for the implementation required by the IRA Strategic Operating Plan. Specifically, Deloitte Consulting, LLP is cun-ently providing mission critical planning and analysis support and reporting for the IT related activities that will be conununicated in the IRA Strategic Operating Plan under a contract vehicle that expires Janmuy 31, 2023. Deloitte is the glue, which provides the mission critical integration actions the IRS IT IRA PMO requires to successfolly conununicate and repo1t IT related activities in the IRA Strategic Operating Plan and immediately execute on its approval.

Specifically, Deloitte Consulting, LLP is ctmently providing the following support which must continue to avoid non-compliance with IRA 2022 and to meet related Treaswy-issued requirements:

• Ongoing planning, prioritization and costing assumptions must continue and be completed to suppo1t implementation of the IRS IRA Strategic Operating Plan which must be submitted to the Secreta1y of the Treasmy in Febmaiy 2023.

• Analyzing and integrating IT input into the IRA Strategic Operation Plan.

• Continued repo1ting is required which has multiple IT integration points and capabilities that must be planned, scoped, costed, and developed within FY23. This suppo1ts the Plan and the Secretaiy of Treasmy's quick wins to improve the Taxpayer Experience (Hire 5,000 Customer Service Representatives (CSRs) in time for filing season, Expand Customer Callback to include 95% of all IRS phone demand, Expand Document Upload Tool (DUT), to allow taxpayers to respond to 95% of notices online, and Expand scanning services so that by filing season, we ai·e scanning 80-90% of paper 1040s ), etcetera.

• Working across IT analyzing and integrating the modernization portfolio that has roughly 102 subcomponents identified.

• Upon i1mnediate approval of the plan, the team will need to continue to rapidly move out on execution planning and dependencies of the Strategic Operating Plan across the Service to meet the FY23 committed goals such as expanding scaiming se1vices by filing season, allowing taxpayers to respond to notices online, and expanding customer call back for taxpayers. In addition, this suppo1t is needed to help drive the Strategic Operating Plan over the next 12 months.

Treasury Standard Form -1014 (Rev 5/18)

Prescribed by Treasury: DTAP 1016.505