RFI - Sources Sought.pdf

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Financial Operations (FinOps)
Solicitation number
5000194309
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This is a Sources Sought/Request for Information (RFI) issued by the Department of Treasury's Internal Revenue Service seeking contractor support to develop a comprehensive FinOps technical and strategic management approach for the Office of the Chief Technology Officer (OCTO). The requirement will be a 100% Total Small Business Set-Aside under NAICS code 541512 (Computer Systems Design Services).

The IRS is seeking industry input on providing strategic, financial, and technical advisory management support to help transform and modernize IT operations, focusing on efficiency, accuracy, and security improvements. The RFI includes a draft Performance Work Statement (PWS) for review. Responses are due by February 10, 2025 at 4:00 PM EST, with questions accepted until February 5, 2025 at 4:00 PM EST. Vendors must provide their organizational information (including UEI, CAGE code, business size, and socio-economic status) and a tailored capability statement addressing the RFI requirements and technical questions. Work can be performed at contractor site or remotely with COR approval. The government emphasizes this is for market research only and will not result in a contract award or reimbursement for response preparation.

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File Type Posted
QAs Part 2.docx DOCX document
QAs Part 4.xlsx XLSX spreadsheet
QAs Part 3.xlsx XLSX spreadsheet
QAs Part 1.xlsx XLSX spreadsheet
RFI - Sources Sought 1-30-25.pdf PDF
DRAFT PWS.pdf PDF

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SOURCES SOUGHT– THIS REQUEST FOR INFORMATION (RFI) IS RELEASED PURSUANT TO

FEDERAL ACQUISITION REGULATION (FAR) PART 10, MARKET RESEARCH.

This RFI is only issued for information and planning purposes. It shall not be construed as either a solicitation of the obligation on the part of the Government. All information received from this RFI will be used for Market Research purposes only. The Department of Treasury solicits vendor responses to this RFI for market research purposes only. This RFI will not result in a contract award.

The Government does not intend to award a contract based on responses to this RFI nor otherwise reimburse vendors for the preparation of any information submitted or Government use of such information. There is no guarantee of a solicitation resulting from this RFI.

Acknowledgment of receipt of responses will not be made, nor will respondents be notified regarding the outcome of the information received. All data received in response to this Sources Sought synopsis marked or designated as corporate or proprietary information will be fully protected from release outside the Government.

The Government shall not be liable for or suffer consequential damages for proprietary information not properly identified. Proprietary information will be safeguarded in accordance with all applicable Government regulations. All documentation shall become the property of the Government and will not be returned.

Reference/Notice Number: 5000194309

Project Title / Short Description: The Office of the Chief Technology Officer (OCTO) requires contractor support to develop a comprehensive FinOps technical and strategic management approach using industry best practice to set the broader IT organization up for success. The IRS faces increasing demands of efficiency, accuracy, and security, while the growth of digital technologies creates new opportunities and challenges. IRS is taking on critical challenges in a dynamic environment; to successfully accelerate the transformation of IRS, the CTO will require strategic, financial, and technical advisory management support to lay the groundwork for foundational IT efforts and the long-term execution of the strategies across the enterprise.

PCS or FSC Code: DA01, IT and Telecom – Business Application/Application Development Support Services (Labor)

NAICS Code: 541512: Computer Systems Design Services. This will be a 100% Total Small Business Set-Aside

Release Date: 29 January 2025

Closing Date 4:00 PM 10 February 2025

Questions/Answers can be submitted up until 5 February 2025 by 4:00pm EST

Primary Point of Contact: Contracting Specialist: Gregory Kaiser Contact Information for Primary Point of Contact: Email: Gregory.f.kaiserjr@irs.gov

Description: The Office of the Chief Technology Officer (OCTO) requires contractor support to develop a comprehensive FinOps technical and strategic management approach using industry best practice to set the broader IT organization up for success. The IRS faces increasing demands of efficiency, accuracy, and security, while the growth of digital technologies creates new opportunities and challenges. IRS is taking on critical challenges in a dynamic environment; to successfully accelerate the transformation of IRS, the CTO will require strategic, financial, and technical advisory management support to lay the groundwork for foundational IT efforts and the long-term execution of the strategies across the enterprise. For additional information, the Office of Procurement has provided a copy of the DRAFT Performance Work Statement (PWS).

Please respond to the following questions within your submission if your organization can provide the requirements in the DESCRIPTION SECTION of this RFI. Please use a separate document to address the following:

1. Organization name, Unique Entity Identifier (UEI), Commercial and Government Entity (CAGE) code, Business size (large or small) and socio-economic status (i.e., 8(a), Small Disadvantaged, Historically Under-utilized Business Zones (HUBZone), Service-Disabled Veteran-Owned, Women- Owned Small Business, etc.), address, primary points of contact (POCs) and their email address, web site address, telephone number.

2. Provide a tailored capability statement addressing the requirements of this RFI, to include that the Technical Question captured in attachment “Technical Questions”. All data received in response to this RFI that is marked or designated as corporate of proprietary will be fully protected from any release outside the Government.

Additional Attachments

1. DRAFT PWS

Submit responses to the following POC: Gregory Kaiser

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 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. Place of Contract Performance: Place of performance can be Contractor site or a remote location with the COR’s approval.

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