LSJ_Enterprise Data Platform.pdf

DEPARTMENT OF THE TREASURY

LIMITED-SOURCES JUSTIFICATION

Acquisition Title: EDP-Platform This acquisition is conducted under the authority of the Multiple Award Schedule Program (see FAR 8.401)

Treasury Standard Form � 1012 (Rev 12/24)

Prescribed by Treasury: DTAP 1008.405-6 Tracking No.

1. Identification of the agency and the contracting activity:

The requiring activity is the Internal Revenue Service (IRS), Information Technology, Enterprise Services ACIO, Technology Service Management Division, and the contracting activity is IRS Procurement, Office of the Chief Procurement Office, IT Modernization & Strategy Division, Enterprise Services Branch.

2.a Nature and/or description of the action being approved:

The purpose of this limited sources justification is to obtain approval to award a one-time, Firm-Fixed Price (FFP) Task Order (TO) to Booz Allen Hamilton (BAH) for Enterprise Data Platform (EDP) Platform Architecture and Engineering Implementation Services as described in section 3.a. below, based on an urgent and compelling need. The period of performance (PoP) will be a 3-month base, plus two (2) 3-month option periods, one (1) 2-month option period, and 1-month transition out. For a total PoP of 12 months from April 30, 2025 through April , 2026.

2.b Name of the vendor: Booz Allen Hamilton 2.c Requisition No.:

2.d Bridge contract: Yes No 2.e Brand name: Yes No 3.a A description of the supplies or services required to meet the agency�s needs:

The Enterprise Data Platform (EDP) is an enterprise-critical operational and transactional data platform operated as a managed service requiring 24/7/365 support. The EDP must continuously remain operational with access to live data to support the current 2025 filing season. The platform provides tax filing capabilities critical to delivering digital taxpayer experience. This modern platform provides access to information via application programming interfaces (APIs) for taxpayer, employee- facing programs and establishes access to the data to improve compliance and informed data-driven decisions.

3.b Includes IT: Yes No NAICS 518210 and PSC DA01

3.c IGCE/Estimated dollar value:

The IGCE is inclusive of three (3) months base period, two (2) 3-month option periods, one (1) 2-month option period, and 1-month transition out.

4.a Identification of the authority being used (Check the appropriate box that applies).

FAR 8.405-6(a)(1)(i)(A) � An urgent and compelling need exists, and following the procedures would result in unacceptable delays.

FAR 8.405-6(a)(1)(i)(B) � Only one source is capable of providing the supplies or services required at the level of quality required because the supplies or services are unique or highly specialized.

FAR 8.405-6(a)(1)(i)(C) � In the interest of economy and efficiency, the new work is a logical follow-on to an original Federal Supply Schedule order or BPA provided that the original order or BPA was placed in accordance with FSS procedures in accordance with the applicable Federal Supply Schedule ordering procedures. The original order or BPA must not have been previously issued under sole-source or limited-sources procedures.

FAR 8.405-6(b) � Items peculiar to one manufacturer. (i.e., Brand Name specifications)

Acquisition Title: EDP-Platform This acquisition is conducted under the authority of the Multiple Award Schedule Program (see FAR 8.401)

Treasury Standard Form � 1012 (Rev 12/24)

Prescribed by Treasury: DTAP 1008.405-6 Tracking No.

4.b Supporting Rationale:

This requirement was previously managed via a Request for Services (RFS051) under Department of Homeland Security (DHS)/ Cyber security and Infrastructure Security Agency (CISA) Delivery Order (DO) 47QFRA24F0006, under the General Services Administration (GSA) Government wide Acquisition Contract (GWAC) number 47QTCK18D0004, with period of performance of May 01, 2024 April 30, 2027. On February 14, 2025, DHS/CISA informed Treasury via email that they lacked the flexibility to continue to support activities that do not align with the original intent of the Continuous Diagnostics and Mitigation (CDM) Program after April 30, 2025. As a result, this task could no longer be included on the CDM contract vehicle. Treasury/IRS actions did not cause the delay nor was it due to lack of planning because of the surrounding circumstances. Consequently, the IRS had only 75 days remaining to put another contract in place, which created an Urgent and Compelling situation resulting in this request for a Limited Source Justification.

The platform includes on boarding new datasets to the platform, provides business units access to that data, and ensures that production data is available for taxpayer and IRS stakeholder access. The platform requires 24/7/365 support and access to live data to support the American Taxpayers as they file their current 2024 taxes.

Booz Allen Hamilton (BAH) is certified in Capability Maturity Model Integration (CMMI) development and service level 5, which means they are equipped with knowledge and resources and possess a deep knowledge of the current IRS environment to include T-Cloud and Treasury networks, Platform Security Operations, data security, and end-to-end platform troubleshooting capabilities to expeditiously respond to resolve Priority 1 and Priority 2 critical incidents and perform critical infrastructure configuration changes. Transitioning a new contractor team without ample time will impact the taxpayer experience and services and tax filing for the American Taxpayer.

Additionally, BAH possesses a multitude of specialized certifications to support the platform:

AWS certified Developer, Certified Solutions Architect, AWS Certified Sysops Administrator, Splunk certified power user, Splunk certified User, Amazon EMR, Cloud Security, Platform Architecture, Cloud Networking, IaC developer, AWS Certified Machine- Learning Specialty, AWS Certified DevOps Engineer - Professional, Certified Kubernetes Administrator(CKA), Red Hat Certified Architect, Cisco Certified Networking Associate(CCNA), Informatica Power Center Specialist, StreamSets Control Hub, CISSP- ISSAP,(Security Architecture), CISSP-ISSMP(system security management), CISSP(security), CSSLP(software lifecycle security), CGRC(governance, risk, compliance), and SSCP(system security practitioner) certifications, Tableau Server certified Associate- Hand on experience with Big Data/Analytics/AI/ML using AWS redshift, Sagemaker, Starburst, Databricks Notebook, Spark, Kafka, Hadoop, Linux, Java, Python, Scala, GenAI Platforms and AWS Bedrock, LLMs- API.

BAH is also providing defect triage and mitigation, conducting platform security, effectively engaging with the T-cloud managed service provider, supporting all tenant deployments and managing deployment readiness gates and migrating large and/or key datasets to EDP including MeF/MTRDB, eGain, GMF, and others slated for migration to EDP to meet IRS

Acquisition Title: EDP-Platform This acquisition is conducted under the authority of the Multiple Award Schedule Program (see FAR 8.401)

Treasury Standard Form � 1012 (Rev 12/24)

Prescribed by Treasury: DTAP 1008.405-6 Tracking No.

tenant and stakeholder demand. Any lapse or reduction in support due to a contractor transition will significantly increase the risk to the IRS�s ability to securely process tax returns and refunds and will negatively impact multiple IRS programs relying on integration with EDP to achieve their critical objectives. Leveraging the incumbent�s institutional knowledge eliminates redundancy and allows resources to be allocated in the most economical and efficient manner, whereas any transition to a different contractor would cause disruption of service, duplication of efforts, transition delays, and/or increased cost.

If there is a break in service unacceptable delays would occur and the IRS would potentially have inaccurate business and individual taxpayer information resulting in delays in processing and collections/refunds to and from the taxpayers. Additionally, AI automation/analysis capabilities for platform data, that would improve efficiency and optimization, would be delayed. The following critical services would also stop:

Providing continuous O&M support (24/7/365) to ensure the integrity of the EDP infrastructure, including maintaining the data pipelines for regular data loads, operations of production databases, technical platform support during scheduled and ad-hoc maintenance windows, and technical support for the resolution of incidents.

Maintaining the necessary data access policies and data governance functions to secure data based on UNAX policies, need-to-know information, and ensuring all entitlement processes are followed and enabled. Note there are 800+ users with entitlements to production data in EDP governed by 3,500+ entitlements which are growing daily.

Collecting and cataloguing new data onboarding to the platform, which supports master data management and the consolidation and retirement of key data assets across legacy systems. This would include management of the taxpayer account and other persistent data entities, while connecting data siloes that exist across the enterprise.

Continued support for EDP Filing Season-dependent services that provide information on the number of filers direct to the IRS, services to allow businesses to view and edit their account information for optimized filing, and support to the individual taxpayer accounts for streamlined processing. The platform remaining up and active ensures the IRS prevents delays / negative for the taxpayer and avoids impacts to accessing data via the mainframe.

Due to the nature of the work in progress, such as the IT and program environment institutional knowledge and intellectual capital already gained, unacceptable delays will impact the filing season currently in progress. With only a little over 30 days remaining on the current RFS and considering IRS on-boarding challenges, to award to a new vendor would be disruptive to the IRS mission leading to inefficiencies, unacceptable delays, substantial duplication of time, resulting in duplication of costs, missed milestone deliveries, and loss of continued efficiencies and effectiveness for the enterprise data platform.

Acquisition Title: EDP-Platform This acquisition is conducted under the authority of the Multiple Award Schedule Program (see FAR 8.401)

Treasury Standard Form � 1012 (Rev 12/24)

Prescribed by Treasury: DTAP 1008.405-6 Tracking No.

5. A determination by the ordering activity Contracting Officer that the order or BPA represents the best value consistent with FAR 8.404(d):

The award will be based on a GSA Multiple Award Schedule (MAS) Information Technology

- IT Solutions contract. GSA has already determined prices under schedule contracts to be fair and reasonable for supplies, fixed-price services, and hourly rates. Although GSA has already negotiated fair and reasonable pricing, the Contracting Officer will seek additional discounts to MAS prices. Booz Allen Hamilton also has significant experience in providing similar services to the Government. Therefore, the Contracting Officer has determined that this TO procurement represents the best value to the Government and the IRS.

6. A description of the market research conducted among schedule holders and the results or a statement why market research was not conducted:

Due to the rgent and ompelling nature of this requirement, market research conducted is in-progress, the CO and PM will ensure that extensive market research is .

7.a Any other facts supporting this justification:

This requirement was a U.S. Department of Treasury Internal Revenue Service Inflation Reduction Act (IRA) Strategic Planning Request for Service (RFS)-051, awarded under GSA GWAC Number 47QTCK18D0004, Task order, 47QFRA24F0006, the Continuous Diagnostics and Mitigation Dynamic and Evolving Federal Enterprise Network Defense- Group D (DEFEND D) task order.

The purpose of the RFS was to assist IRS Information Technology (IT) Enterprise Services (ES) with IRA implementation by delivering transformational guidance to achieve modernization goals and support across critical domain areas, including Cyber, Cloud, Data and Data Encryption, Advanced Analytics, Platforms and Apps, Taxpayer Experience, Account Management, Case Management, Compliance, and Internal Operations.

RFS051 Base period of performance is May 1, 2024, through April 30, 2025. The total estimated value was and the EDP requirement was . IT ES anticipated the support for RFS051 would continue under the CDM TO, which contains options through April 30, 2027.

8. A statement of the actions, if any, the Requiring Activity and Contracting Activity may take to remove or overcome any barriers that led to restricted consideration before any subsequent acquisition for the supplies and services is made:

For any subsequent acquisition for similar requirement, the Government will seek competition to the maximum extent possible. Additionally, the Government is currently working on a long-term follow-on requirement that will be procured competitively.

Acquisition Title: EDP-Platform This acquisition is conducted under the authority of the Multiple Award Schedule Program (see FAR 8.401)

Treasury Standard Form � 1012 (Rev 12/24)

Prescribed by Treasury: DTAP 1008.405-6 Tracking No.

9. Certifications and Approvals:

9.a Program Office Certification (Requiring Activity). I hereby certify that any supporting information and data provided (e.g., the Government�s minimum needs or requirements, or other rationale for the limited sources) and which form the basis for this justification for an exception to fair opportunity, are accurate and complete to the best of my knowledge and belief.

Name:

Signature:

9.b Contracting Officer Certification and Approval. I hereby determine the circumstances of this acquisition support the justification to acquire these supplies or services on a limited source basis. I also certify this limited-sources justification is accurate and complete to the best of my knowledge and belief. Therefore, unless additional approvals are required as prescribed below, as the authorized contracting officer for this acquisition, I hereby approve the processing of this requirement on a limited-source basis.

Name:

Signature:

10. Additional Reviews and Approvals (As applicable):

10.a Bureau Chief Information Officer or Authorized Designee (for IT requirements that are over $5 million, but not exceeding $75 million) (Contracting Activity). I have reviewed this justification and find it to be accurate and complete to the best of my knowledge and belief, and representative of the Government�s need. Therefore, I hereby consent to the approval of this justification. (Note: The Bureau CIO may delegate their authority for proposed contracts over $5 million, but not exceeding $15 million to the Associate Bureau CIO(s).)

Name: Date:

Signature:

10.b Advocate for Competition (if over $750,000, but not exceeding $15 million) (Contracting Activity). I have reviewed this limited-sources justification and find it to be accurate and complete to the best of my knowledge and belief. Therefore, unless additional approvals are required as prescribed below, as the ordering activity�s Advocate for competition, I hereby approve this limited-sources justification.

Name:

Signature:

10.c Head of the Procuring Activity or Authorized Designee (if over $15 million, but not exceeding $75 million) (Contracting Activity). I have reviewed this limited-sources justification and find it to be accurate and complete to the best of my knowledge and belief. Therefore, unless additional approvals are required as prescribed below, as the head of the procuring activity or authorized designee, I hereby approve this limited-sources justification.

Acquisition Title: EDP-Platform This acquisition is conducted under the authority of the Multiple Award Schedule Program (see FAR 8.401)

Treasury Standard Form � 1012 (Rev 12/24)

Prescribed by Treasury: DTAP 1008.405-6 Tracking No.

Name: Date:

Signature:

10.d Treasury Chief Information Officer (for IT requirements that are over $75 million).

I have reviewed this justification and find it to be accurate and complete to the best of my knowledge and belief, and representative of the Government�s need. Therefore, I hereby consent to the approval of this justification.

Name: Date:

Signature:

10.e Senior Procurement Executive (if over $75 million) (Contracting Activity). I have reviewed this limited-sources justification and find it to be accurate and complete to the best of my knowledge and belief. Therefore, I hereby approve this limited-sources justification.

Name: Date:

Signature:

Requirement Title: Bridge for Enterprise Data Platform (EDP), Platform Architecture, and Engineering Implementation Services

This signature page was added to document that this is an exception to the moratorium on making awards to other-than-small-businesses that are bridge actions (reference: Memorandum entitled �Concern over critical Internal Revenue (IRS) acquisition deficiencies�).

Prepared By:

Ebenezer Owusu Date Contracting Officer, IRS

Reviewed By:

George Lee Bonds, Jr Date Acting Chief Procurement Officer, IRS

Acquisition Title: EDP-Platform This acquisition is conducted under the authority of the Multiple Award Schedule Program (see FAR 8.401)

Treasury Standard Form � 1012 (Rev 12/24)

Prescribed by Treasury: DTAP 1008.405-6 Tracking No.

Approved By:

Date Kaschit Pandya Chief Officer, IRS

Dottie Romo Date Acting Chief Operating Officer and Head of Contracting Activity, IRS

Alan Monico Date Acting Senior Procurement Executive, Treasury