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ENTERPRISE DIGITILIZATION CASE MANAGEMENT REQUIREMENT
LISTENING SESSION
February 19, 2021
| INDUSTRY QUESTIONS |
| GOVERNMENT RESPONSE |
| 01 |
| Please describe the four Pilots that are currently underway |
| IRS RESPONSE: EDCMO 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. The capability to identify and distill opportunities for pilot efforts is being sought in this solicitation. |
| 02 |
| For the five Pilots planned for 2021, how will they be procured? |
| IRS RESPONSE: The IRS has not identified the procurement vehicle for upcoming pilots. |
| 03 |
| Describe the "Pilot IRS" procurement vehicle. |
| IRS RESPONSE: The Pilot IRS initiative is an incremental agile approach to identify, test and procure emerging technologies quickly and at lower costs. |
| 04 |
| Describe the existing orders and contract vehicles that will be leveraged for the FY 2021 procurement needs. |
IRS RESPONSE: The EDCMO is a new requirement. The IRS intends to procure a single award contract. In keeping with policy and guidance from the Office of the Chief Procurement Officer and Department of Treasury, we currently anticipate issuing an unrestricted competitive solicitation under an existing multiple award vehicle, most likely a Best-In-Class. We expect that this unrestricted solicitation will have language supporting and requiring substantive small business participation, to include evaluation factors. Neither a full-and-open solicitation nor a short-term contract is currently being considered.
| 05 |
| Provide a list of the 38 firms that responded to the December 2020 RFI. |
| IRS RESPONSE: The IRS will provide the Listening Session attendees list. Due to the Procurement Sensitive nature of vendor responses, the Government will only release IRS information in relation to the impending requirement. |
| 06 |
| We have seen large implementations similar to this one derive a lot of value from standing up a Center of Excellence (COE). Is this being considered at the IRS? |
| IRS RESPONSE: The IRS is not considering standing up a Center of Excellence as part of this effort at this time. |
| 07 |
| What is the aggregate volume of documents in consideration for digitalization under EDCMO and what is the primary metric being used for measuring program success? |
| IRS RESPONSE: This requirement will be focused on managing the Enterprise Digitalization Case Management program. Therefore, there will be no documents actually provided for digitalization under EDCMO. |
| 08 |
| Is EDCMO responsible for complying with OMB M-19-21: Transition to Electronic Records? |
| IRS RESPONSE: The IRS is still developing this requirement internally. |
| 09 |
| Will the services being sought for EDCMO solution be customer-facing (taxpayer) or internal-facing solution? In other words, will the contractor be working IRS staff or general public? |
| IRS RESPONSE: We anticipate a mix of customer and internal facing efforts, but the contractor will be working with IRS staff. The initial efforts will likely focus on internal facing solutions, however, there may be customer facing efforts as well. The objective will be to provide the governance, selection, management evaluation, and scaling of project efforts and related acquisitions, and enhancing the EDCMO Strategic Framework while maintaining alignment with the IRS’s strategic frameworks. |
| 10 |
| How will this office (EDCMO) demonstrate that it is a net positive to IRS? |
| IRS RESPONSE: EDCMO intends to demonstrate its value using cost savings realized through its pilot and project efforts. |
| 11 |
| Will the EDCMO provide specific feedback to RFIs submitted? |
| IRS RESPONSE: The responses provided to the EDCMO were intended to befor informational purposes only. The IRS sole intent was to utilize this information for Market Research. As well, the Government reviewed information in an effort to gain the understanding of the most feasible way to procure our requirement. Any program specific feedback has been provided in the updates on beta.SAM.gov. |
| 12 |
| Where is the organization on the journey toward building an enterprise-oriented framework for big data and the application of AI? What are the key challenges EDCMO faces in merging business, culture and technology in this effort? |
| IRS RESPONSE: The IRS is considering AI as part of its overall strategy but does not wish to comment on the overall state of maturity in the organization. We face multiple challenges in the business process, policy, and technology arenas and we anticipate seeking help in these areas through this solicitation. |
| 13 |
| Does the EDCMO have a timeline for reaching its short-term, medium-term ad long term objectives? And how will the timeline impact the period of performance for the first initial task order? |
| IRS RESPONSE: EDCMO hopes to establish some of those timelines as part of this effort. This should not impact the period of performance of the first task order. |
| 14 |
| When you say single award will be under an existing vehicle, do you mean a BIC vehicle such as CIO-SP3, GSA Alliant 2 or OASIS, or are you talking about EPMSS? |
| IRS RESPONSE: Yes, Best-In-Class (BIC) vehicles are mandatory sources. |
| 15 |
| Has the IRS settled on a pricing model they feel comfortable with? Is the IRS considering a price per image banded pricing approach? |
| IRS RESPONSE: This requirement will deal with the Program Management aspect of the Enterprise Digitalization Case Management program. The requirement will detail criteria for pricing within the solicitation once published. |
| 16 |
| Are you open to take best practices from other countries? |
| IRS RESPONSE: The IRS is open to evaluating best practices that will allow us to achieve our stated outcomes. |
| 17 |
| What is EDCMO’s interest in engaging with members of the public and agency staff to identify opportunities and co-create new policy, process and tools? |
| IRS RESPONSE: EDCMO relies heavily on stakeholder engagement to identify and distill opportunities for pilots. It is anticipated the contractor will assist EDCMO to develop and manage these engagements as part of the scope of work. |
| 18 |
| What would it be the purchasing strategy for small business? Would the opportunities be open or a set aside for small business? |
| IRS RESPONSE: The IRS expects that the solicitation will have language supporting and requiring substantive small business participation, to include evaluation factors. The Government is contemplating a Full and Open competition under a strategically sourced vehicle. |
| 19 |
| Can the panel please elaborate on the needs and audience/stakeholders here? Also, hasn’t IRS historically worked with large PR firms and agencies on communications and engagement? |
| IRS RESPONSE: EDCMO anticipates the need for internal and external stakeholder engagement to identify and distill pilot opportunities. The IRS has historically worked with both small and large firms to accomplish stakeholder engagements. |
| 20 |
| Doesn’t MITRE already provide the type of support you are describing? |
| IRS RESPONSE: EDCMO does not wish to comment on support services currently being provided by specific vendors. |
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