LTIS4 PWS RFI 04042024.pdf

4/4/2023

RFI

PERFORMANCE WORK STATEMENT

Long Term Integration Support 4

(LTIS 4)

1.0 INTRODUCTION AND BACKGROUND

The IRS established the Individual Masterfile Modernization (IMF Mod) Portfolio to modernize individual taxpayer account management functions, modernize distribution of individual taxpayer account data, decommission legacy IMF programs and technology, and support adoption of modernized solutions for downstream systems and end users. IRS Modernization will:

• Implement 21st century technology and services to enable the IRS business to provide a wide range of digital services to the taxpayer and enable more timely taxpayer compliance.

• Improve security and privacy of taxpayer information by eliminating identified weaknesses.

• Provide more timely and accurate responses to taxpayer inquiries and faster resolution by establishing an authoritative data source with daily processing capability.

• Increase the integrity and accuracy of taxpayer accounts, which are the cornerstones of the US Financial System

• Improve the agility and flexibility of the IRS to respond to new legislative mandates and taxpayer expectations.

Four initiatives have been defined which together will establish a Modern Data Platform and modernize the IMF. (1) Customer Account Data Engine 2 Program (CADE 2), (2) IMF Retirement Acceleration (IMFRA) Program, (3) Marketplace Project, and (4) Enterprise Data Platform. The CADE 2 Program will deliver state-of-the-art individual taxpayer account processing by replacing the legacy tax processing engine and providing data-centric technologies (i.e., relational database processing capability) to improve taxpayer service and enhance IRS tax administration. The CADE 2 Individual Tax Processing Engine (ITPE) Project will modernize the core IMF components responsible for posting, settlement, and analysis of taxpayer accounts - where most tax law is embedded. The IMFRA Program is focused on modernizing the legacy systems responsible for producing reports, extracts, and analytical functions by using Common Services and enabling self-service reporting. The Marketplace Project will modernize data distribution mechanisms to allow faster and easier data consumption by downstream users and consumers. Enterprise Data Platform is a core element of the IMF Modernization effort and will provide a centralized hub to facilitate easier access to individual account data and provide tools / technology for reporting.

The IMF Modernization Program serves as the Prime Integrator, driving program delivery and integration efforts in a consistent yet flexible manner. The IMF Modernization Program has determined the target-state objectives and solution to address the pressing issues faced by the IRS with regard to tax processing and has updated the IRS capabilities to industry-level. With contractor support being provided to the IMF Mod Program under this PWS, the IRS will implement the solution of a single integrated environment for managing individual taxpayer account; hence Long Term Integration Support, that will:

• Replace the IMF Account Data Structures with a modern CADE 2 alternative.

• Conduct Individual Tax Processing Engine in a modern, data centric solution.

• Produce the minimal mandatory outputs necessary to Close the Accounting Cycle

• Provide downstream consumers with a modern method to access taxpayer data.

• Develop a repository that stores multiple representations of individual taxpayer data to enable improved analytics.

• Provide downstream consumers with the means to conduct self-service reporting and analytics.

• Create reusable common services that perform account management functions.

• Migrate Users to leverage new data formats and services.

• Retire legacy applications and data files.

The IMF Mod Program is being implemented through a series of programs, releases, and projects, which will individually employ the development methodology (e.g., agile, iterative or waterfall) determined to best meet the project, release, and program needs.

2.0 GOALS

The goal of this PWS is to obtain Contractor professional and management support services and subject matter expertise to assist the IMF Modernization Program in all dimensions including planning, program strategy and analysis, program technical solutions analysis and specifications, supporting and project definition and oversight, and ad hoc analysis support. In developing proposed approaches, the contractor should note that it is bound by the following constraints:

Constraint: Proposed approach shall support the IRS Integrated Modernization Business Plan in improving the taxpayer experience by modernizing core tax administration systems, IRS operations and cybersecurity.

Constraint: Proposed approach shall comply with the IRS Enterprise Life Cycle requirements in Internal Revenue Manual (IRM) 2.16.1 to manage and implement business change and information systems initiatives

Constraint: Proposed approach shall result in processes, procedures, and systems that are scalable (+/-) to meet changes in processing volumes.

For each goal below, derived from IRS’s Integrated Modernization Business Plan, IRS has developed one or more strategies to execute IMF Modernization efforts. Contractors are expected to propose innovations, ideas, or best practices related to these goals and strategies:

Goal 1: Maintain current operational effectiveness and high level of customer service, expand systems functionality in compliance with customer requirements, and optimize technical capabilities of systems platforms.

Strategies to attain this objective:

• Build in efficiencies in Process and Methodology definition, tailoring and execution.

• Monitor deployed applications and systems to identify resource utilization issues or bottlenecks.

• Enhance testing, including the design and development of automated test artifacts to the extent practicable.

Goal 2: Strengthen the security posture of IMF Modernization systems.

Strategies to attain this objective:

• Continue to make critical improvements that will enhance security, efficient operations, and the taxpayer experience.

• Ensure improved processes and tools to identify, report and correct or mitigate security- related incidents and anomalies.

• Support and facilitate Cyber reviews of software deployments.

• Integrate the build process with execution of code scans (vulnerability/security scans as well as static code analysis).

Goal 3: Enhance the IMF Modernization Program Manager’s (PM’s) oversight and accountability for solutions and reduce operational costs.

Strategies to attain this objective:

• Establish enhanced collaboration and virtual teaming.

• Establish performance measures, and the relevant monitoring, assessment, and reporting procedures, that provide effective oversight and control.

• Establish knowledge transfer strategies, including documentation, structured training, and work-shadowing.

• At the discretion of IRS, transition selected work areas to organic IRS resources over time.

Goal 4: Meet accelerated milestones using a Vendor Driven / Vendor Built model (see Figure Below) to deliver select components of IMF Modernization scope.

Under the Vendor Driven/Vendor Built approach, the vendor/contractor will:

• Identify and develop requirements and scope.

• Develop the program/project schedule.

• Conduct program/ project management tasks.

• Build the solution architecture.

• Conduct development sprints to support execution activities.

• Implement technical capabilities to modernize and decommission legacy applications as part of CADE 2 Target State and IMFRA scope.

• Support transition and knowledge sharing for the implemented solution.

Figure 1: IRS Vendor Driven Model

3.0 SCOPE OF WORK AND DESCRIPTION OF TASKS

The scope of this PWS encompasses Contractor support for IMF Modernization Program implementation activities to include program, project, and release management; architecture and engineering; development and integration; cybersecurity; environments integration;

modernization, tools, and technologies; and project scheduling support; all of which require interfacing with and supporting delivery partners and coordinating the deployment of newly developed capabilities.

The activities and responsibilities of the contractor will include those identified under the task and sub-task areas listed below:

Optional Labor Hour (LH) Due to uncertainties in the future years’ budgets, and the desire to ensure flexibility for both the Government and the Contractor, both tasks and sub- tasks. Structure of this Task Order includes a base quantity of PMO-funded FFP services with multiple optional services to be exercised on a labor hour basis when additional Delivery Partners, projects, and funding become available; however, all optional work will be within the scope identified herein.

3.1 TASK 1, TRANSITION SUPPORT (OPTIONAL) - FFP

This optional task may be exercised one time, at any time, during the base period or option periods. If exercised, the period of performance shall be completed no later than 90 days from the start date of the exercised optional task.

The Contractor shall provide a plan for 45 calendar days of outgoing transition for transitioning work from the current task order (TO) to a follow-on contractor under a new contract/TO or Government entity.

This Transition Plan shall include, but is not limited to:

IRS Responsible for overall solution and determines “WHAT” to develop while enabling vendor to determine “HOW”

Compliant with IRS Policies, Guidelines, &

Standards

Speed to Market / Velocity

Innovation

Vendor Neutral (No Lock-In)

Portable to Move into IRS if

Needed

Consistency

1. Coordination with Government representatives

2. Review, evaluation, and transition of current support services

3. Transition of historic data to new Contractor system

4. Transfer of all necessary business and/or technical documentation

5. Orientation phase and program to introduce Government personnel, programs, and users to the Contractor's team, tools, methodologies, and business processes.

6. Disposition of Contractor purchased Government owned assets, (if applicable)

7. Transfer of Government Furnished Equipment (GFE) and Government Furnished

Information (GFI), and GFE inventory management assistance.

8. Turn-in of all government keys, ID/access cards, and security codes.

In accordance with the Government-approved Transition Plan, the Contractor shall assist the Government in planning and implementing a complete transition from this TO to the successful awardee. The transition support shall include formal coordination and continuous updates with Government staff and successor staff. The transition support shall also include delivery of copies of existing policies and procedures, and delivery of required metrics and statistics.

Key deliverables to be produced are:

• Transition Project Plan (tasks and timeline)

• Transition Presentation, Kickoff meeting and subsequent meetings with the IMF

Modernization and new vendor

• Final Work Summary Report (to include identification of any gaps)

• Document inventory and gap analysis

• Transfer knowledge of technical skills and lessons learned to IRS staff/ new contractor upon completion of deliverables and work products.

• Transfer knowledge of operations and maintenance processes and procedures.

• Support transition efforts to assist the Government with the transition of work from the contractor to the Government or to a successor contractor.

• Develop a Transition Plan that includes training material, status report, planned activities, issues encountered and identified risks.

DESIRED OUTCOME

All contract efforts are transferred timely and completely from the incumbent contractor to the awardee contractor and from one task order to another contract. The Government is continuously informed of transition progress, there is no lapse in services provided, and there are no delays in scheduled performance.

3.2 TASK 2 PROGRAM, PROJECT, AND RELEASE MANAGEMENT – FFP AND /

OR OPTIONAL LH

The Contractor shall provide program planning and integration support to the IMF Modernization PMO including technical integration and release/deployment planning.

3.2.1 Program Planning and Integration Support

The Contractor shall provide the IMF Modernization PMO with strategy, planning and integration support; to include updates to the existing Implementation Plan, benefits definition, and projects. The Contractor shall provide updates to the overall strategy for the current transition state, while adjusting for changes in legislation, internal direction, etc., chartering, and adjusting program / projects. The support will include the coordination of Program communications, risk and change control processes to ensure the results align with the IMF Modernization Implementation and Release Overview document.

Specific Activities The Contractor shall:

• Conduct annual reviews and perform updates, as necessary, review, revise to the Integrated IMF Modernization Implementation and Release Overview document;

to include adjustments for external changes, such as legislation and changes in external systems, and for internal changes, including changes to internal systems, schedules, and benefits measurement. The Integrated IMF Modernization Implementation and Release Overview includes the latest Release Plan and the Program Operating Model and may include planning for the target state.

• Conduct analysis to support internal and external reporting, (e.g., Treasury

Reporting CIO Briefings, Omnibus reporting, audits, etc.), develop communications, coord ina t e risk updates, and change control board activities, make recommendations, coordinate & provide supporting presentations, and track actions.

• Provide support services for IMF Modernization Planning activities by collaborating with other IT organizations to develop and update the strategic communication plan, templates, dashboards, and similar artifacts to articulate the Program’s planning goals, objectives, and ongoing progress to key executive stakeholders internal and external to the IRS.

3.2.2 Integrated IMF Modernization Portfolio Release Plan

The Contractor shall develop an Integrated IMF Modernization Portfolio Release Plan.

Specific Activities The contractor shall:

• Provide Portfolio-level planning support to align Program, technical, business, and downstream customer stakeholders on initial release priorities.

• Develop iteration of an Integrated IMF Modernization Release Plan /Roadmap (to be iteratively refined and expanded) to include:

o Collaborating with Release Execution Team and external initiative POCs to document high-level dependencies among closely related efforts (e.g., Enterprise Data Platform (EDP) o Collaborate with IRS ELC Coach to determine appropriate ELC paths for initial releases (applying the Agile-first mindset)

3.2.3 IMF Modernization Portfolio Governance Processes

The Contractor shall provide support for the execution of IMF Modernization Portfolio Governance Processes.

Specific Activities The contractor shall:

• Facilitate the IMF Modernization governance board review and approvals for PMO-owned Program ELC documentation.

• Coordinate the governance processes by maintaining workplans, developing presentation materials to enable information sharing and decision making by IMF Modernization governance board, and document meeting minutes.

3.2.4 IMF Modernization Portfolio Internal and External Strategic Communications The Contractor shall provide support for the IMF Modernization Portfolio Internal and External Strategic Communications

Specific Activities The contractor shall:

• Provide reporting support for the IMF Modernization Portfolio efforts as needed (e.g., Quarterly Treasury Omnibus Report, Capability/Milestone development and reporting, Modernization ProSight, Monthly Treasury Financial Reporting, and other internal and external IRS reports, etc.).

• Draft content to be included in regular briefings to share IMF Modernization plans, hot topics, and progress with the CIO, ACIOs, and Program / Project stakeholders.

• Develop IMF Modernization cross-portfolio Health Assessment reports, including data calls, material development, and review meeting facilitation.

• Track, report status, and facilitate completion of TIGTA audit-related Information Documentation Requests (IDRs), meeting requests, and follow-on questions as needed.

3.2.5 IMF Modernization Portfolio and Projects – Risk Management The Contractor shall provide Risk Management support for IMF Modernization Portfolio and Projects.

Specific Activities The contractor shall:

• Provide support for proactive risk identification and facilitate alignment on risk language and documentation

• Assist with the development of portfolio-level risk mitigation strategies.

• Support tracking and status reporting for risks across the IMF Modernization portfolio

3.2.6 IMF Modernization Portfolio and Projects – Change Management The Contractor shall provide Change Management support for IMF Modernization Portfolio and Projects.

Specific Activities The contractor shall:

• Conduct Change Request (CR) and Unified Work Request (UWR) related data calls.

• Compile information to populate CR and UWR forms for submittal.

• Provide support for Change Control Board processes and decision tracking.

• Conduct Configuration Control Board and Technical Integration Reviews, as needed.

3.2.7 IMF Modernization Portfolio and Projects – SharePoint

The Contractor shall provide SharePoint Support for IMF Modernization Portfolio and Projects.

Specific Activities The contractor shall:

• Assist with organization of IRS PMO SharePoint content and documentation into an established structure, ensure completeness of documentation, and support ongoing knowledge management.

• Provide support maintenance of existing PMO SharePoint workflows and establish new workflows as needed.

3.2.8 Release and Project Management and Execution Support

IMF Modernization is using the release focus to streamline project management and integration activities to achieve program efficiencies. The Contractor shall support IMF Modernization Program with end-to-end system impact analysis and overall coordination of IMF Modernization releases and projects, as well as with upstream/downstream systems. This includes release and project planning, management, and analysis activities.

Contractors will work with the Program-assigned Release Managers, Project Managers, and associated delivery partners as necessary to complete the activities.

• Revise, review and update the release and project documentation to ensure identification and status of the necessary activities, resources, reviews, and decision points for each release in support of the current Release Plan. This includes integration points between projects within a release and between releases. It will include analysis to ensure that all impacts are identified early in the release planning and are appropriately tracked during release execution. This includes selection of and alignment with the appropriate ELC path and design methodology.

• Conduct analyses of release and project progress and risks, resulting in management and integration recommendations to mitigate risks. Analysis activities include collecting the required data, conducting the analysis, and contributing recommendations.

• Support release and project progress through meetings, presentation materials, and issue resolution activities.

3.2.9 Technical Integration Description Support

The Contractor shall support IMF Modernization with technical integration analysis of

IMF Modernization projects and releases, including consideration and interfaces of upstream/downstream systems, with a particular emphasis on enterprise processes, infrastructure, tools`, technologies and environments.

Specific Activities

• The contractor shall: Perform technical integration planning, review, and update for each release, based on the Contractor’s technical analysis of the release plans, projected capabilities, and schedule. This will be accomplished in coordination with Program, Release and Project support under Sub-Tasks 3.2 and will not duplicate any effort under those Sub-Tasks.

• Analyze technical alternatives if the release will not deploy on schedule or meet its objectives and develop high-level plans and activities for implementing the alternatives.

3.2.10 Organizational Readiness Support

The Contractor shall provide IMF Modernization with Organizational Readiness support, working across the technical and business organizations to ensure that this readiness work ties directly to our goal of ensuring people, process, and technology readiness.

• Provide support to IMF Modernization leadership with project team readiness for Project

Testing phases.

• Provide support to IMF Modernization leadership with integration of multiple organizational readiness workstreams focused on people readiness, process readiness and technology readiness. For the purposes of this, organizational readiness includes transition to operations.

• Ensure that each IMF Modernization project/release has a plan and provides development, integration, and execution support for that plan for:

Providing IMF Modernization managers with implementation information to ensure they are ready for deployment from a people perspective including staffing, labor relations, training, and communications.

Ensuring that IMF Modernization managers are ready for deployment from a process perspective including business processes, operational processes, and operational and infrastructure documentation.

• Develop Enterprise Organizational Workbooks, where required, to reflect the plans described above.

DESIRED OUTCOME

Each Release and its associated projects have the planning and management guidance and insight necessary to successfully deploy assigned capabilities.

The IMF Modernization program ensures that new releases and projects are seamlessly integrated into the broader enterprise without negative impacts to overarching IMF Modernization or filing season functionality.

The IMF Modernization program has an integrated plan and process for ensuring the IRS organization is ready for deployment of each release and project, from people, process, and technology perspectives, including coordinating and executing activities, identifying gaps, and tracking resolution implementation across the program.

The IMF Modernization Program is executing its Organizational Readiness plan and has a documented artifact to summarize all Organizational Readiness and Transition Management activities.

The Integrated IMF Modernization Implementation and Release Overview accurately reflects any needed changes and defines an achievable program.

3.3 TASK 3 IMF MODERNIZATION EXECUTIVE SUPPORT – FFP AND

/OR OPTIONAL LH

3.3.1 IMF Modernization Operational Support.

• Provide strategic and program management (PM) support for the IMF Modernization Office organization.

• Develop processes to support hiring function in candidate identification and selection.

• Provide support for the definition of the employee onboarding program, to include developing an office-wide mentoring program and IMF Modernization bootcamp.

• Provide employee engagement by providing communications development, strategy sessions, and activity planning/tracking, as needed.

• Support ad-hoc special projects for the IMF Modernization Executive

3.3.2 IMF Initiative Integration Support.

• Providing support to IMF Modernization Executive by planning, creating meeting materials, and assisting with facilitation of ongoing hot topic discussions with key Delivery Partners and other stakeholders

• Assisting IMF Modernization Executive with implementing executive integration approach and forums across IT and the Business; developing structure and agendas for these forums, and documenting the outcomes and actions

• Development support, maintenance, and archive of various artifacts for program/project and audit purposes including but not limited to documenting decisions, risks, issues, and mitigations, schedules, and reports.

3.3.3 Strategic Communications Support.

Specific Activities The contractor shall:

• Develop key messages for IMF Modernization Executive and support initial and ongoing IRS internal engagement (Executives, IT, Business, Downstream Customers, etc.) and external stakeholders.

• Provide support to the IMF Modernization Executive in executing the IMF Modernization Communications Plan (e.g., newsletter development, IMF landing page design)

• Facilitate IT leadership and key stakeholder workshop(s) to educate, engage and align IT leadership, and additional stakeholders, where necessary

• Provide support for Integration and Stakeholder Engagement with ACIO Areas (including S&P, ES, etc.) to align IMF Modernization priorities from the small working group with in-flight and planned IT initiatives.

Support the IMF Modernization program in establishing and documenting internal office processes, as needed, required to operationalize the IMF Modernization Office

3.4 TASK 4 ARCHITECTURE AND ENGINEERING SUPPORT – FFP AND

/OR OPTIONAL LH

3.4.1 Architecture Support and Integration Support

The Contractor shall perform technical analyses, including updates to and assessments against the IMF Modernization Solution Architecture, Vision Solution and Architecture (VSA), and Program Roadmap.

• Review project and release plans and related documentation and assist with analysis and planning of technical solutions to ensure adherence to the IMF Modernization Solution Architecture and software framework included in the architecture. This effort includes evaluating architecture components, services, and interfaces to be implemented in each project and release;

establishing a clear articulation of project impacts on the IT Modernization Plan including risks, gaps, and dependencies; and providing recommendations to address.

• Document IMF Modernization Solution Architecture questions and provide timely resolution in collaboration with subject matter experts, the originator, and other accountable personnel to preclude delays and disruptions to program and project schedules. Track and document business process reengineering opportunities for future state solutions.

• Facilitate and participate in detailed logical and physical design reviews at the project and release levels, providing recommendations, and ensuring that all issues are timely dispositioned to preclude delays and disruptions to project schedules.

• Prior to each milestone exit, review, revise, and update, as necessary, the IMF

Modernization Solution Architecture and the Vision Solution Architecture (VSA); this effort includes planning review meetings, preparing materials and conducting architecture and engineering briefings for technical and executive decisions.

• Track and support analyses of action items, make recommendations, and coordinate and provide supporting presentations. This includes tracking decisions or other changes that might impact the Solution Architecture.

• Ensure timely access to subject matter experts to identify and resolve technical issues that affect IMF Modernization Timely means in time to preclude delays and disruptions to program and project schedules. This includes developing technical materials to drive decision making, including recommending meeting agenda items to facilitate development, status, and review of solutions.

• Provide PMO team with as-needed IMF Modernization planning support around defining technical capabilities, product area functionality, and technical issues / constraints that may result in schedule impacts. This effort shall include defining project roadmaps/plans, target architectures for project functionality, logical transition steps to achieve, and solution dependencies among initiatives.

• Explore architectural concepts in the future state through prototyping and analysis to identify potential risks, evaluate and propose technical contingencies and mitigations to those risks when moving to the future state, and provide feedback and code samples to the projects being executed in the current state.

Contractor shall provide support for ES EA Support for Data Access Marketplace

• Provide Data Access Marketplace related support to ES including activities needed to stand-up the Data Access Marketplace Project by continuing to update the Marketplace VSA through architecture and alternative analysis.

Contractor shall provide support for ES EA Support for IMF Retirement Acceleration

• Provide IMF Retirement Acceleration related support to ES EA, including analysis activities to develop the roadmap to incrementally decommission the downstream usage of IMF data.

Contractor shall provide support for ES EA Support for CADE 2 Taxpayer Data and EDP Integration

• Define an architectures and data synchronization architecture for the exchange of data through APIs, on-prem connectors, and cloud data exchange tools with other IRS Cloud Systems (e.g., IEP) and the enabling architecture.

3.5 TASK 5 SOLUTION ENGINEERING SUPPORT (LH) and /or Optional LH

3.5.1 Technical expertise to ensure the development, update, and review of technical artifacts for IMF Modernization projects.

Facilitate and conduct analyses at the necessary depth for current and upcoming projects beginning with pre-planning/analysis, including but not limited to:

• Identifying development problems and recommending alternative solutions.

• Conducting feasibility studies, including possible industry research, on proposed solutions; these studies will establish analysis criteria that consider all relevant factors necessary to ensure responsiveness and reliability of results and recommendations to facilitate informed decisions by IRS stakeholders.

• Facilitating knowledge transfer to requirements, design, and application development teams.

• Supporting the creation and/or updates to IMF Modernization design specification reports (DSRs) in conformity with IRS design methods and tools specific to each project.

• Ensuring that project designs and development applications accurately integrate platform, performance, data, and software engineering analysis.

• Ensuring that the Interface Control Documents and other interface artifacts adhere to the Solution Architecture and meet the intended performance.

• Document the technical information to support the agile teams during sprint execution for projects under active design and development, this may include design, data, and interface documentation.

3.5.2 Development, update, and review of technical artifacts for Performance Analysis for IMF Modernization

Conduct Performance Engineering Modeling & Testing to include:

• Extend CADE 2 Performance Engineering Model (PEM) to cover AC30 and future needs.

• Plan/Execute Performance Tests / Analysis for IBM z/OS environment, CADE 2 DB, and Eligibility Engine Java applications.

• Make Performance Tuning recommendations.

The IMF Modernization Solution Architecture and Program Roadmap adhere to the IRS Enterprise Architecture and Target State, and accurately reflect the planned goal and approach, including expected components and services, and are accurately and completely implemented in architecture tools in use at the IRS.

Subject matter experts participate and advise in collaborative efforts to timely identify and resolve technical issues that affect IMF Modernization.

Design Specifications and related documentation are accurate and complete and integrate platform, performance, data, and software engineering analysis.

3.6 Task 6 IMF MODERNIZATION TESTING SUPPORT – FFP and /or Optional LH The Contractor shall provide planning and integration support for testing of IMF Modernization projects.

3.6.1 Project Test Strategy and Test Plan

• Develop, review, and update the Program Test Strategy and Test Plan for each IMF Modernization project based on program changes, enterprise changes, and process improvements.

• Lead the collaborative update of the test strategy and test plan.

• Provide the required testing expertise to assist in analyzing and recommending updates to the strategy and plan components.

• Produce the Test Strategy and Test Plan documents.

• Facilitate meetings and interviews to collaborate with the Test Integration Office

(TIO) and other stakeholders to:

1. Gain an understanding of changing requirements.

2. Update knowledge of IRS testing disciplines, environments, processes, and tools/templates.

DESIRED OUTCOME

A Test Strategy and Test Plan that covers all applicable IRS Enterprise testing disciplines will be created and updated for IMF Modernization Projects.

3.6.2 Enterprise Test Status Reports

• Be responsible for administering the template and processes for reporting test statuses and related metrics for IMF Modernization projects.

o Provide leadership coordination, design, and creation of the reporting artifact.

o Create a single (dashboard type) report showing the status of all test types across Delivery Partners, projects, and releases as appropriate.

• Set up a repeatable process and transition the process to identified IRS staff members when appropriate.

A standardized Enterprise Test Status Report that provides a comprehensive view into IMF Modernization projects is used.

3.6.3 End of Test Completion Reports

• Based on ELC requirements, facilitate the creation of the End of Test Completion

Report (EOTCR), including developing the report shell, identifying sources of the necessary information, capturing this information, and producing the report.

• The Contractor shall produce an updated EOTCR in accordance with feedback and disposition comments.

An accurate and timely End of Test Completion Report (EOTCR) for IMF Modernization projects is produced.

3.6.4 Performance Test Plans

• Plan, develop, coordinate, and report on Performance Test Plan for IMF

Modernization Projects. Performance Test Plans shall include the detailed plan for Performance Testing. Supporting activities include:

• Lead the collaborative development of the performance test plan.

• Provide the required testing expertise to assist in analyzing and defining the plan components and to develop the detailed performance test plan.

• Facilitate meetings and interviews to collaborate with TIO and other stakeholders as needed.

• Conduct supporting analyses, make recommendations, coordinate, provide supporting presentations, and track actions.

Performance Test Plans for IMF Modernization projects that cover all applicable EST testing disciplines.

3.6.5 Program Management Test Integration Support

• Assess the current IMF Modernization projects’ test integration processes for improvements, and document findings, coordinate implementable recommendations that will support emerging test integration requirements and maturation.

• Provide support for the overall test integration process by identifying means of automating the collection and reporting processes (supporting meetings, and standardizing reporting).

IMF Modernization projects will execute a disciplined test integration process.

3.7 Task 7 DEVELOPMENT INTEGRATION SUPPORT

3.7A Sub-Task 3A - Development Integration – FFP and /or Optional LH

The Contractor shall provide integration and coordination support for the IMF Modernization program that encompasses risk mitigation planning, application system requirements management and impact coordination; deployment and operations/production process support; and related integration and coordination activities as required.

• Provide support to IMF Modernization -impacted domains in the areas of program and project management, integration, environments, and analysis.

Specifically, the Contractor shall:

• Support special projects and initiatives as needed to update processes and supporting tools to implement IMF Modernization development methodologies (e.g., knowledge management, build management, continuous integration, DevOps). Expect no more than 4 such activities a year, with a focused objective and analysis and implementation of no longer than 6 months’ duration.

• Maintain and update the AD Vision and Strategy document, including Transition Strategy and Checklist for AD Programs and Initiatives.

• Review IMF Modernization project and release test and deployment plans and schedules to identify schedule and resource risks and recommend mitigations.

Contractor shall provide AD support for IMF Modernization projects, CADE 2 Taxpayer Data, and EDP integration, including:

• Provide CADE 2 ITPE related support to AD including activities needed to stand-up the CADE 2 ITPE Step 2 and Target State projects and establishing the CADE 2 database as the modernized authoritative datastore for individual taxpayer account data.

• Provide IMF Retirement Acceleration related support to AD, including analysis activities to develop common services, establish the analytical datastore, and enable self-service reporting.

• Support development of the roadmap to incrementally decommission the downstream usage of IMF data and coordinate with downstream systems to plan to access modernized data formats and transition off IMF legacy applications and file formats.

• Provide Data Access Marketplace related support to AD including activities needed to stand-up the Data Access Marketplace project to develop modernized data distribution mechanisms to enable faster and easier data consumption by downstream consumers and users.

• Support implementation of data synchronization architecture for the exchange of data through APIs, on-prem connectors, and cloud data exchange tools with other IRS Cloud Systems (e.g., IEP) and the enabling architecture to create a centralized hub to facilitate easier access to individual account data, allowing self-service reporting and analytical tools.

Integration processes and risk mitigation plans are developed with sufficient technical detail to allow the integrated team to achieve the development objectives, on schedule and in accordance with the IMF Modernization business requirements.

3.7B Sub-Task 3B – Vendor Built / Driven Development Support - LH

Description The Contractor shall provide implementation support by adopting a Vendor Driven/Vendor Built Model to meet accelerated milestones of IMF Modernization. This approach will require responsible contractor teams to deliver the implementation of parts of IMF Modernization scope.

In support of the creation of CADE 2 Target State, Marketplace, and IMFRA component, the Contractor shall create a Vendor Built solution that provides the required functionality. The Contractor shall:

• Collaborate with the IRS to clarify and align on overall objectives and expectations.

• Create a product roadmap based on IRS product vision and design a product solution.

• Collaborate with the PO to create/refine the product backlog.

• Perform product development activities to submit for implementation of user stories.

• Conduct ongoing Agile ceremonies (e.g., Sprint Planning, Daily Scrums, Backlog Grooming, Sprint Retrospective)

• Continue refining enablers and artifacts.

• Conduct product demos to share in-flight and completed user stories with the IRS.

• Provide transparency into the product under development through continuous communications and periodic reporting to raise risks, issues, etc. to appropriate POCs.

• Deliver the product to the PO & POC through an established agreed upon process.

• As requested by the IRS, provide support for integration tests as needed.

• As approved by the IRS, deploy (or support deploying) the product into an agreed-upon production environment and provide supporting documentation.

• As requested by the IRS, conduct and/or provide support for ongoing O&M

• The contractor shall plan, schedule, prepare and conduct transition tasks to provide transition services after the implementation of development activities in support of IMF Modernization. The duration of transition activities shall be agreed up by government and the contractor. Contractor shall develop and facilitate a knowledge transfer plan to assist the IRS in maintaining the implemented modernized application and support UAT.

Transition activities shall include the following:

• Provide documentation of the following:

o Requirements and scope o Risks and issues o Solution architecture o Standard operating procedures o Automation scripts/strategy o Guidelines on implementation of encryption and integrations o Required OneSDLC documentation.

• Provide necessary training.

o Develop the followings:

Knowledge Transfer plan and Curriculum Virtual classroom sessions

• Conduct Knowledge Transfer Sessions o Support UAT o Provide testing scenarios.

o Defect triage and remediation

DESIRED OUTCOMES

Under the Vendor Driven/Vendor Built approach, the vendor will identify and develop requirements and scope, develop the program/project schedule, conduct program/ project management tasks, build the solution architecture, conduct development sprints to support execution activities, implement technical capabilities to modernize and decommission legacy applications as part of CADE 2 Target State, Marketplace, and IMFRA scope. IRS EST will support UAT and validation of objectives. The vendor will optionally provide interim or long-term Operations and Maintenance support for the solution, and Applications Development will take over the operations and maintenance after the modernized application(s) is fully transitioned to the government.

3.8 Task 8 CYBERSECURITY – FFP and /or Optional LH

The Contractor shall provide IMF Modernization projects with the development and deployment of security architecture and engineering changes made as part of IMF Modernization.

In coordination with IRS security and privacy managers, the Contractor shall:

• Provide and review deliverables based on a deep understanding of security and privacy principles and solutions. Deliverables will need to be independently verified and validated for each project from a security and privacy perspective to include architecture, logical and physical design, service specifications, and developer security testing.

• Support coordination and resolution of identified defects through analyses, presentations, and coordination meetings.

• Document risk mitigation strategies and alternative solutions for security and privacy risk areas. The Contractor shall also identify risks, assess alternatives, solutions, recommend mitigation strategies, and creating briefings or whitepapers discussing possible security weaknesses, courses of action, mitigation steps, and recommendations.

• Create Change Requests (CRs) to enhance security or privacy and assess the security impact of externally prepared CRs; deliver a timely response to the CCB, using the standard CR comment process and forms.

• Annually review internal processes in order to improve delivery quality and efficiency, including but not limited to:

o Maintaining version control of security and privacy artifacts on a designated IRS team site.

o Maintaining an internal risk register to track potential security and privacy weaknesses, ensure that security risks are tracked in the IRS risk reporting tool, that mitigation plans are developed and included in the Integrated Master Schedule (IMS), and that status briefings are prepared.

o Changing the access password annually on all stored items.

• Assisting in developing and maintaining the security Work Breakdown Structure

(WBS) in support of development and deployment of IMF Modernization projects.

Security and privacy inputs are efficiently and effectively incorporated into IMF Modernization Program processes, and documentation correctly identifies and records security aspects. IMF Modernization program has effective risk mitigation strategies for selected security and privacy risks. Communications with stakeholders regarding security and privacy matters are effectively coordinated.

3.9 TASK 9 ENVIRONMENTS INTEGRATION – FFP AND /OR OPTIONAL LH

The Contractor shall support IMF Modernization environment planning and provisioning, including the Infrastructure Roadmap and Disaster Recovery strategy, planning schedule and risk analysis, and execution support.

The Contractor shall:

• Coordinate and integrate environment need for projects and ensure that the appropriate enterprise processes are executed to achieve timely access to environments for development, test, and integration.

• Coordinate and integrate disaster recovery requirements and implementation for IMF Modernization, including:

o Prepare and update the Disaster Recovery (DR) documents for IMF

Modernization projects, including the DR Strategy, the DR Plan, and the DR Solution documents for each project and release, as well as for the integrated Program.

o Provide support to sustain DR planning and optimization activities for IMF Modernization projects and leverage those practices for the IRS enterprise.

This includes providing project coordination and management support for IMF Modernization DR activities.

o Support planning and implementation efforts to synchronize IMF Modernization Recovery Time Objectives as needed for each release.

• Provide all levels of OS support for Mainframe z/OS, Cloud planning and analysis and participate in the following activities at the direction of the Government to achieve the desired outcomes:

o Support Development, Test, Pre-Production, Production and Disaster Recovery (DR) environments, across the enterprise; provide initial troubleshooting and triage.

o Support discussions focused on environment planning, upgrades, and mainframe slowness.

o Advise on monitoring and reporting system performance and workload.

o Advise on Development Test Strategy and execution plan.

o Support procurement of additional hardware and forecast future capacity needs.

o Review the designs/configurations. Ensure it adheres to best practices and IRS policies/standards. Coordinate with the SMEs of impacted areas and facilitate the design/configuration reviews.

o Lead, facilitate, and coordinate technical discussions (including documenting and distributing decisions and next steps o Represent IRS operations in high level architecture/design/configuration technical discussions.

o Coordinate activities across workstreams to maintain schedule; Collect and report status daily.

o Assist /coordinate troubleshooting of infrastructure operations issues.

o Provide knowledge transfer/training to current IRS support staff, including documentation of processes, procedures, and system configurations.

Environment provisioning for projects is executed to support successful project completion.

IMF Modernization disaster recovery plans and status are accurately and effectively communicated.

3.10 TASK 10 BUSINESS TOOLS AND TECHNOLOGIES (OPTIONAL) – LH

The Contractor shall provide impact analysis and Enterprise Organizational Readiness support for IRS business organizations.

• Complete and submit a business impact analysis recommendation of Individual

Master File Modernization projects to determine how new/modernized technologies will impact existing IRS business operations.

• Complete a business benefit analysis that summaries how IMF Modernization will improve IRS business operations and taxpayer service.

• Develop and deliver IMF Modernization communications for business executives and business subject matter experts, as needed to share program goals, project status, milestones, risks, and issues.

• Support business enterprise organizational readiness activities, including development of training material and delivery of training courses for all IMF Modernization deployments that change/modify current business processes and/or procedures.

Best practices are employed for successful release planning and completion of enterprise organizational readiness to support IRS business organizations.

3.11 TASK 11 PROJECT SCHEDULING – FFP and /or Optional LH

The Contractor shall create and maintain an integrated, networked, and multi-layered IMS containing all of the detailed, discrete work and planning packages (from IMF Modernization Project schedules and lower-level tasks or activities) necessary to support the events, accomplishments, and criteria of IMF Modernization.

• Develop and maintain a WBS that is deliverable-based and identifies all of the activities that lead up to a completed Program-wide IMF Modernization IMS.

• Create and maintain the associated IMF Modernization project schedules containing all of the detailed, discrete work and planning packages (and lower-level tasks or activities) necessary to support the development of each IMF Modernization Project.

Scheduling services result in successful and timely exits of Program/Project Milestones which incorporates multiple subordinate projects and program components, and for all scheduled activities that are included in the Resource Loaded IMS.

Best practices are employed for successful release planning and completion of enterprise organizational readiness to support IRS business organizations.

4.0 SKILL REQUIREMENTS

In addition to any pre-defined labor categories, which are anticipated as necessary to fulfill the Government’s requirements, the Contractor is required to provide expertise, knowledge, and skills relating to software development lifecycle, modernization, project management, program management, and other services.

4.1 Key Personnel

Contractor employees identified as Key Personnel shall be dedicated to this project. If any changes in proposed key personnel become necessary during actual performance, the contractor shall provide written notification 60 days in advance. In the event of a sudden change in key personnel (death, incapacitation, immediate termination, etc.), the contractor shall provide written notice to the CO within 3 calendar days of the event. For any substitution, the contractor shall submit justification with a proposed substitute whose qualifications are equal to or greater than the person being replaced, along with a 1 to 2-page introductory summary, in sufficient detail to permit review/approval within 10 calendar days of notification of a substitution.

Table 1 – Key Personnel

Name Position or Role Key Personnel Minimum

Experience and Skill Requirements

TBD Program Manager • 10+ years of supervisory or managerial experience in leading federal contracts of which…