IRS Sources Sought: Digitalization Transformation (DT) Integration and Innovation Support

Notice ID: 2032H5-24-N-00014

White Paper Request:

White Paper Interested parties are requested to submit a capabilities statement in the format of a White Paper as outlined below. The White Paper should be concise (no more than 5 pages) and address only the information requested below (title pages, cover letter, etc., will not count against the 5-page limit). Again, this information will support market research activities within Department of Treasury.

The Digitalization Transformation (DT) Program Office needs Integration and Innovation Support is to expand digital services and digitalization (Taxpayers will be able to file all documents securely and exchange correspondence electronically), as part of the collective delivery of the IRS IRA vision. The DT Program Office requires support to identify the initiative outcomes, define and manage the portfolio of projects required to achieve impact, and measure and report up and out to the IRA Initiative

OUTPUTS

The Digitalization Transformation (DT) Integration and Innovation Support in alignment with the IRS IRA Initiative 1.2 scope includes the oversight of expanding digital services and digitalization over the following ten (10) critical projects and 25 sub-projects:

• Create digital forms. Create modernized forms that are dynamic, easy to use, and mobile friendly, working with business functions to develop requirements and procedures for electronic documents.
• Expand historical digitalization. Clear out historical forms and documents stored at physical sites in Kansas City, Austin, and Ogden through leveraging current scan & store program methodology to digitize forms currently stored in C-sites. Enable conversion of historical media archives (e.g., CDs, microfiche) for long-term digital storage.
• Expand correspondence digitalization. Enable taxpayer notice recipients to respond with the requested documentation digitally through expanded DUT for quicker account-related interactions and minimizing internal paper-producing processes. Onboard additional customers to the Digital Enablement Platform. Deliver solution to enable downstream system processing for correspondence, helping achieve desired service level across channels.
• Expand tax return digitalization. Develop additional requirements, schemas and procedures to enable MeF to directly intake additional tax returns – by form and volume. Digitalize incoming tax returns at point of receipt through 3rd party scanning, supporting operations to scale current managed-service programs. Explore alternative pathways and innovative solutions to digitalization (e.g., bypass MeF).
• Expand information return digitalization. Digitalize incoming information returns at point of receipt, supporting operations to add this document type to current managed service programs.
• Expand payment digitalization. Define and deliver solution to intake digital methods of payments, re-engineering processes to improve capability for this electronic filing service.
• Enable digital data delivery throughout the IRS. Integrate various intake methods and downstream systems with the Digital Enablement Platform, migrating to modernized platform that accounts for all functionalities. Deliver enhancements to the Digital Enablement Platform (e.g., enhanced search capabilities). Enable and enhance search and view capabilities in Document Clearance Record (DCR). Add and enhance capabilities for extracting data from images, barcodes, and other sources from all paper and electronic documents for processing.
• Enable and implement digital processing. Secure long-term scanning contract (e.g., USPS) and procurement strategy, utilizing available data to drive business case for digitalization efforts; Operationalize strategy to scale with demand. Replace SCAMPS machines in Kansas City.
• Evaluate which taxpayers are most burdened during filing and remove barriers to electronic filing. Define the technical journey map, outlining the user interactions with the IRS and associated data and system interactions. Prioritize creating and improving digital pathways for taxpayers who may be limited in their options for filing.
• Expand modernization of electronic filing. Develop modernized electronic filing capabilities, accelerating digital intake and enabling the retirement of MeF. Digital Transformation (DT) will require contractor services to provide expertise in communications, program and project management, technical solutions and analysis, Digital Enablement Platform, records management experience, Cloud Design and Requirements Package (CDRP), Enterprise Lifecycle (ELC) Management, governance and system integration support required to integrate modernized business solutions into the IRS. Support services include …

The period of performance of this Task Order shall be from of award for a period of a

Base and Three Option Years. The Base period will be Twelve (12) Months followed by Three Twelve (12) Month Option Years.

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