RFI Identity Assurance 20241202.pdf

Internal Revenue Service (IRS)

IRS PGLD IDENTITY ASSURANCE CONTRACTOR

SUPPORT

Request for Information (RFI) December 2, 2024

Technology Strategy and Management Support Services RFI | 1

Introduction This is a Request for Information (RFI) -- hereinafter Notice. This is NOT a solicitation for proposals, proposal abstracts, request for bids or quotations, nor a promise to issue a solicitation in the future. The purpose of this RFI is for the Government to obtain knowledge and information for project planning purposes only.

No proprietary, classified, confidential, or sensitive information should be included in responses to this Notice, unless otherwise appropriately marked by the Respondent. The Government reserves the right to use any non-proprietary technical information received in response to this Notice in any resultant solicitation(s). Do Not Submit any Proposals / Offers / Quotes in response to this Notice.

Request for Information Number: 25-05-IRA-A-PMO

Project Title / Short Description: IRS PGLD IDENTITY ASSURANCE CONTRACTOR SUPPORT

PSC or FSC Code: R408; support- professional: program management/support

NAICS Codes: 541611: Administrative Management and General Management Consulting Services

Release Date: December 2, 2024 Response Date: December 11, 2024 at 12:00 PM EST Questions are due: December 5, 2024 at 12:00 PM EST

Primary Point of Contact and Contact Information:

Maria Hagedorn - maria.c.hagedorn@irs.gov

Katherine Diaz – katherine.diaz@irs.gov

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Project Title The Internal Revenue Service (IRS) is looking for vendors to support the Identity Assurance (IA) in Authentication, Authorization, and Access (A3), policy, identifying capabilities and propels business solutions to enable secure services and reduce customer burden across contact channel.

Description of Contemplated Services IA requires contractor support with expertise in analytics, monitoring, and reporting for systems and business processes related to identity assurance and authorization as well as expertise in project management to develop action plans, strategies, and roadmaps related to identity verification and authentication. The addition of the Inflation Reduction Act (IRA) and its requirements for both domestic and international taxpayers to be provided compliant digital services has resulted in requirements for development and enhancement of services to meet the needs of the represented taxpayers.

IA requires contractor support with expertise in analytics, monitoring, and reporting for systems and business processes related to identity assurance and authorization as well as expertise in project management to develop action plans, strategies, and roadmaps related to identity verification and authentication. The addition of the IRA and its requirements for both domestic and international taxpayers to be provided compliant digital services has resulted in requirements for development and enhancement of services to meet the needs of the represented taxpayers.

The contractor shall provide analytical support such as generating insights into user activity, access characteristics, authentication outcomes, filing behaviors and associated taxpayer activities related to identity assurance and authorization digital and non-digital channels.

Contractor shall be able to perform all tasks and required service outlined in the attached Performance Work Statement (PWS).

Part I: Company Profile Information

1. Requested Information:

Responses to this RFI are requested in three (3) parts as detailed below.

PART I: Company Profile (1 page limit)

Please provide the following information about your company:

Company Overview Name of Company

Address

City, State, Zip

Point of Contact Name

IRS PGLD Identity Assurance Professional Services Contract Support RFI | 3

Telephone Number

E-mail Address

Number of years your company has been in the management consulting or transformation services industry

Provide an overview of your company

Company size and socioeconomic status (if applicable)

Experience/Similar Project Info as related to this project (e.g., contract #, POP, brief description, agency/company supported)

Part II: Capability

PART II: Responses to Questions (10-page limit)

1. What’s your org’s experience with Authentication?

2. What’s your org’s experience with federal government privacy, security, and authentication standards, particularly with NIST Special Publication 800-63-3 and familiarity with the public draft NIST Special Publication 800-63-4?

3. Tell us about your support of implementation of agency-specific privacy and security standards, such as the Privacy Act and 26 USC Section 6103, for IRS

4. Tell us about an analytics project where you had seasonal data and had to make projections on future usage of products?

5. What’s your org’s experience with entity authorization in large domestic or international financial companies or large federal or state agencies?

6. How have you advised clients with large volume, highly complex service offerings to strengthen knowing customer identity across service channels?

7. Tell us about your familiarity with the federal government requirements for e-signatures.

8. Tell us about how you have administered high impact, complex projects with multiple stakeholder who have not always agreed within the context of short deadlines for deliverables.

9. What’s your org’s experience with communicating across complex organizational structures, to executives, senior executives, and oversight organizations (such as Congress, TIGTA, and

GAO)?

10. Tell us about the technologies and experience you’ve utilized supporting organization’s Extract, Transform, and Load (ETL) operations.

11. Tell us about your analytics experience and the tools (ex. data analytics software, statistical programming languages, etc.) utilized in support of national public service programs.

12. Tell us about your experience developing configuration tools and processes to manage configuration changes to the processes and codebases your team has supported.

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13. Tell us about your process to validate analytic results to ensure accuracy and consistency.

14. Tell us how you have used data visualizations to communicate an analysis or deliver a data story and what techniques were utilized.

15. Tells us how you’ve supported other business or policy-type organizations as they interact with IT to implement transformational projects?

PART III: Exhibits and Attachments (2-page limit)

Your response may include attachments. These items must be clearly marked as attachments.

Please provide any additional information you believe is pertinent for our consideration.

3. How to submit a response.

RFI Responses to this Notice shall be emailed to the attention of both individuals listed in this Notice on page 1.

Page limit and formatting requirements: Responses are to be submitted in either MS Word or PDF format. The company's standard format is acceptable, however limit of responses shall not exceed 13 pages, excluding any cover page. Responses must use 11 font size and 8 ½ x 11-inch pages.

RFI Responses are to be submitted no later than: December 11, 2024 at 12:00 PM EST

*Note: The Government reserves the right to contact some, all or none of the responding vendors for further discussions regarding the RFI response. The IRS will reach out to the point of contact listed on the response should we choose to contact any vendor(s). This discussion is for clarification or for further information gathering. This exchange should not be misconstrued as the Governments interest to pursue or enter into any contractual agreement or obligation.

Proprietary information, if any, should be minimized and MUST BE CLEARLY MARKED.*

Place of Contract Performance: Contractor or a Third-party location.

Security Requirements: For purposes of this RFI, vendors shall comply with all IRS standard security requirements. If/when a formal solicitation is issued all required security clauses will be provided in the RFQ and shall be adhered to.

4. Terms and Conditions regarding this Notice This Notice does not obligate the Government to award a contract or otherwise pay for the information provided in response. All costs associated with responding to this Notice are solely at the responding party's expense. The Government reserves the right to use information provided by respondents for any purpose deemed necessary and legally appropriate. Further, the Government may contact the vendor for additional information regarding the information submitted as part of this market research effort. Any organization responding to this notice should ensure that its response is complete and sufficiently detailed to allow the Government to determine the organization’s qualifications to perform the work. Respondents are advised that the Government is under no obligation to acknowledge receipt of the information received or provide feedback to respondents with respect to any information submitted. After a review of the responses received, a pre-solicitation synopsis and solicitation may be published in Government Point of Entry or

IRS PGLD Identity Assurance Professional Services Contract Support RFI | 5 other similar source (e.g., GSA E-buy). However, responses to this notice will not be considered adequate responses to a solicitation.

Responses to this notice are not offers and cannot be accepted by the Government to form a binding contract or agreement. The Government will not be obligated to pursue any particular acquisition alternative as a result of this notice. Responses to the notice will not be returned. Not responding to this notice does not preclude participation in any future solicitation if one is issued.

No proprietary, classified, confidential, or sensitive information should be included in responses to this Notice, unless otherwise appropriately marked by the Respondent. The Government reserves the right to use any non-proprietary technical information received in response to this Notice in any resultant solicitation(s).

Do Not Submit any Proposals/Offers in response to this Notice.

Thank you for your response to this Request for Information.