IRS Sources Sought: Digitization/Pega Platform Transition

Notice ID:  2024-8372

The Enterprise File Storage (EFS) system enables the transition from paper-based processing of faxed inventory with a paperless electronic workflow system and secure digital repository and customized reporting. Users will retrieve and process documents electronically, eliminating printing, storage, and disposal costs. This project will provide support services to paperless workflows for the processing of over 60 million pages of critical taxpayer service inventory and provide the stable and flexible technical foundation for additional printed paper inventories to be added to the expanded platform being built under this project.

The objective is to provide program support services for the ongoing development, support, test, enhancements, and upgrades to the portfolio of programs impacted by the new technology. There is a need to maintain the continuity of operations which require a high level of the required skills sets, Internal Revenue Service (IRS) clearances, access to environments and other support operations that are available upon contract award.

Program support services will include the development of four (4) EFS Pega electronic workflows for:

• Centralized Authorization File (CAF)
• US Department of Agriculture Relief Program (USDA)
• Employee Identification Number (EIN)
• Return Integrity & Verification Operations – Taxpayer Protection Program (RIVO TPP)

This Performance Work Statement (PWS) describes the scope and expectations for below areas.

• Program Management Support
• Unified Communications (UC) Enterprise File Storage (EFS) Re-Platform Support Services, Technology Design, Implementation and Sustainment
• User Network Services (UNS) Engineering Support

The objective of this task order is for ongoing development, support, test, enhancements and upgrades to the portfolio of programs impacted by the new technology identified in section C.3.1. There is a need to maintain the continuity of operations which require a high level of the required skills sets, IRS clearances, access to environments and other support operations.

Program Management Support includes:

• The contractor shall provide expertise in implementing program management methodology and processes using the IRS’ Software Development Lifecycle (SDLC) methodology and industry standard best practices in the field of program management.
• The contractor shall have knowledge of various IT development methodologies as well as industry best practices such as IT Infrastructure Library (ITIL), Capability Maturity Model Integrated (CMMI), Project Management Institute (PMI) and ISO9000 to tailor the IRS’ Enterprise Lifecycle (ELC) methodology to meet the specific program needs of the UC organization.
• The contractor shall provide subject matter expertise to IRS task leaders and program managers. This support shall include but is not limited to development of customized presentations for UC stakeholders, preparation of white papers addressing UC sponsored technology solutions, developing program related reports and processes, maintaining SharePoint sites, and documentation libraries for the lifecycle of a program.
• The contractor shall provide a comprehensive transition plan for all supported programs. The transition plan will include recommendations on changing IRS processes impacted by a specific program and how the new processes will adhere to the UC plan.
• The contractor shall have in-depth experience and understanding of major programs and existing business processes to make appropriate transition recommendations…

The estimated POP is 04/30/2024-4/29/2025.

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