Treasury IRS: Criminal Investigation (CI) Enterprise Case Management Support

Notice ID: 24-IRA-003-OITA

The Enterprise Case Management project is an effort to modernize Investigative Technology applications into the Pega Platform environment. Pegasystems is software that provides a powerful low code platform for AI-powered decisioning and workflow automation. The company’s core software product is the Pega Platform, part of its Pega Infinity portfolio of applications for customer engagement and digital process automation, which are designed to connect customer interfaces with back-end process automation. The ECM Task Order effort supports the following Goals and Objectives of the IRS-CI Strategic Plan.

Goal 1—Case Development and Investigation

• Objective: Protect the integrity of the tax system by encouraging compliance through administering and enforcing the tax code.
• Objective: Advance data access, usability, and analytics to inform decision making and improve operational outcomes.
• Objective: Drive increased agility, efficiency, effectiveness, and security in IRS operations.
• Objective: Integrate ever evolving and employee focused technologies that drive a more agile, efficient, mobile, and impactful financial investigative capability.
• Objective: Modernize information systems to improve service and enforcement
• Objective: Empower and enable all taxpayers to meet their tax obligations.
• Objective: Collaborate with external partners proactively to improve tax administration.
• Objective: Ensure the safety and security of people, facilities, and information systems.
• – Objective: Modernize business processes and align the infrastructure support to maximize resources devoted to front-line operations.

Goal 2—Modernize Data and Technology

Goal 3–Communications

The IRS Office Criminal Investigation shall rely upon the contractor for Case Management Operations support to modernize multiple Investigative Technology applications for case management using the Pega Platform to meet CI’s mission. The Pega Platform will provide a centralized law enforcement investigation management system that allows for deconfliction (IRS employee safety), centralized evidence/file management, investigative report production and investigation information sharing. The work will include:

1. Collaborating with legacy system owners to determine requirements;
2. Analyzing legacy systems content and functionalities;
3. Developing solutions to transition required functionalities into the COTS ECM:
4. Testing and validating ECM to ensure owner requirements are satisfied; and
5. Similar integration services to retire the individual systems, as the ECM fully matures. IRS CI requires a Contractor to provide all necessary services to support the full IRS CI Migration of ECM to ICM in the Pega Cloud.

More here.

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