IRS EDCMO Intro Announcement - October 28th.pdf

October 28th, 2020

The purpose of this special notice is to provide an update on the activities of the new Enterprise

Digitalization and Case Management Office, which spearheads IRS efforts to empower taxpayers and IRS employees to rapidly resolve issues in a simplified digital environment. Specifically, this notice will provide an update in regards to our: 1) efforts in rolling out the first instance of Enterprise Case

Management, 2) pilots in the Enterprise Digitalization space; 3) overarching philosophy on balancing near-term needs and opportunities with longer-term strategic goals; and, 4) anticipated Fiscal Year 2021 contract support requirements.

From an Enterprise Case Management (ECM) perspective, Tax Exempt and Government Entities (TE/GE) will be the first IRS business unit transitioned into the ECM system. This roll-out, known as TE/GE

Exempt Organizations Customer Support, will be completed in December 2020 and will provide TE/GE the ability to digitize the 30,000+ letters and forms it receives on an annual basis. True to our underlying philosophy, an incremental release of core capabilities occurred in September in the cloud production environment. In Fiscal Year (FY) 2021, we anticipate rolling out multiple new business processes, with a focus on leveraging foundational work and lessons learned, and increasing our operational tempo for subsequent ECM releases.

From an Enterprise Digitalization perspective, we began pursuing pilot projects in FY 2020 with specific application and learning objectives. We identified four pilots, with incremental chunks of work, for near term learning opportunities that will lead to informed decisions about feasibility, scalability, and return on investment (ROI) for full-fledged Enterprise projects. These pilots were selected because they explore business process improvement, policy, and/or technology opportunities, and will help inform our strategic path moving forward. For example, if a change to business process demonstrates benefit and ROI, EDCM will pursue scaling that approach to other areas, and will ensure it informs longer-term strategic goals. Conversely, if utilization of an existing or new technology does not demonstrate sufficient benefit or ROI, EDCM will stop assigning resources to that effort and will make sure lessons learned are incorporated in longer-term strategic goals and the selection of future pilots.

EDCM will have multiple procurement needs going forward in FY 2021 and beyond. Some will leverage existing orders and contract vehicles, while others may be new solicitations released and competed elsewhere. These procurement needs fall within three major buckets: 1) expiring contracts / recompete needs, especially within the Case Management space; 2) new contract needs (i.e., no incumbent performing these efforts), especially within the Enterprise Digitalization space; and, 3) pilot activities, especially within the Enterprise Digitalization space. When combined, these needs total roughly $25-

$50M in FY 2021. For many of these needs, EDCM will work to craft pricing and contract structure approaches that will reflect the flexibility and incentivization structure needed to be successful. For instance, ‘straight’ Firm-Fixed Price (FFP) approach may not always provide the flexibility needed to scale successful efforts across the enterprise – a hybrid, Time and Material (T&M) / FFP approach may be more appropriate. Additionally, EDCM will be looking for appropriate ways to incentivize shared success. For instance, award term contracts, optional CLINs, or incentive/award fees may be used to reward performance that has led to improved outcomes.

Although we are still working through the specific acquisition strategies for these requirements (i.e., will any new contract needs be combined with expiring contract / recompete needs), please find below additional information on a subset of FY 2021 requirements that currently pertain to Enterprise

Digitalization. It is certainly possible that these requirements will expand or be altered dramatically based on, for example, the inclusion of an expiring contract which supports Case Management requirements.

Subset of FY Enterprise Digitalization Contract Support Requirements for FY 2021

Approximate Value in FY 2021: $10-15M

Anticipated Solicitation Release Date Range: December 2020 – January 2021

Rough Scope of Work:

1) Consolidating and distilling multiple requests and opportunities for digitalization projects across the agency, adhering to and enhancing an existing strategic framework;

2) Supporting program and project management needs for multiple pilot projects and the finalization and application of performance and ROI metrics for the purposes of portfolio management, as well as scaling and expansion activities for successful projects;

3) Supporting program and project management needs for broader, more long-term acquisitions led by EDCM; and,

4) Supporting activities to ensure that Enterprise Digitalization projects, as appropriate, feed into and reflect existing Case Management efforts, roadmaps, etc.

Acquisition Strategy: Best value evaluation methodology, technical approach significantly more important than price; hybrid FFP / T&M pricing approach; single award; contract vehicle – unknown; small business strategy – unknown. IRS has existing multiple-award vehicles which may be suitable for this effort – these vehicles, along with socio-economic, Best-In-Class, and

Spend Under Management goals will be considered first.

Timeline: Request for Information (RFI) with additional scope of work and acquisition strategy information anticipated NLT November 16; subsequent market research efforts / one-on-one conversations may be pursued if time permits. Period of time for proposal/quote generation will be three (3) weeks or less.

Please continue to monitor https://beta.sam.gov for updates. The IRS and EDCM appreciate your interest in our mission and look forward to engaging with you.

https://beta.sam.gov/