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Enterprise Case Management (ECM) Solution Development Services

ID: ECM8214 • Type: Sources Sought

Description

Posted: July 30, 2024, 6:57 a.m. EDT

Amendment 2: This sources sought is being amended to revise some of the questions, requirements, etc. This amendment focuses on small business responses. This notice will also be posted to GSA MAS. Only one response is required.

Amendment 1: The original sources sought is being amended and new market research is being performed. Responses to the original sources sought will not be considered. Interest parties shall respond to this amended sources sought with the information requires in the sources sought announcement.

SOURCES SOUGHT NOTICE

This is a Sources Sought Notice for market research purposes only and is not a Request for Quote (RFQ). A solicitation is not being issued at this time and this notice shall not be construed as a commitment by the Government to issue a solicitation, nor does it restrict the Government to a particular acquisition approach.

This source sought is being published to identify potential small business sources capable of providing support services for Enterprise Case Management (ECM) Solution Development Services. This sources sought notice is seeking responses from small businesses only. Responses from large businesses will not be reviewed. The Government intends to pursue a multiple award Blanket Purchase Agreement (BPA) under GSA MAS with a maximum value of $1,250,000,000.00. However, the Government reserves the right to alter this plan as a result of market research.

Please see the attached Draft Performance Work Statement for a more thorough description of the overview, objectives and scope of work. A draft of the task order 0001 PWS is attached as well.

The North American Industry Classification Systems (NAICS) Code proposed for the requirement is 541511, Computer Systems Design Services. The size standard for NAICS 541511 is $34M. Comments on this NAICS and suggestions for alternatives must include supporting rationale. The PSC that is intended for this acquisition is DA01.

No decision has yet been made regarding the small business strategy for this acquisition. The Government is interested in determining whether small businesses are capable of performing the requirement at a fair market price.

The Government requests that interested parties submit a brief description of their company's business size (i.e. annual gross revenue for the prior three (3) years), business status (i.e., 8(a), Historically Underutilized Business Zone, Service Disabled Veteran Owned Small Businesses, small or large business). Small businesses are advised that FAR 52.219-14, Limitations on Subcontracting, would apply.

The purpose of this acquisition is to support Information Technology (IT) Application Development (AD) to deliver a cloud-based ECM platform that contains a Portfolio of case management Solutions/Products capable of supporting issue-resolution across all IRS' Lines of Businesses (LOBs) utilizing IT Enterprise Program Management Office's (EPMO's) ECM Program's (hereafter referred to ECM Program's) selected Commercial Off the Shelf Software (COTS) development platform, currently Pega. The ECM Portfolio of Solutions/Products shall give every authorized IRS employee the ability to see the entire range of issues and communications with an entity, quickly resolve concerns cost effectively, and give visibility to responsible managers. This comprehensive strategy shall enhance taxpayer service, modernize business processes, and improve the efficiency of IRS operations. This contract does not include any new development activities which are covered under ECM Solution Integration Services (SIS) which supports IT EPMO ECM Program.

The scope of work for this acquisition includes all efforts to is to support Information Technology (IT) Application Development (AD) to install an enterprise case management development platform to implement the ECM Program's Portfolio's set of Solutions/Products to subsume the functionality of numerous individual organization's legacy case management systems in order to achieve the efficiencies and cost-effectiveness inherent in a standard COTS development platform universally available to all authorized IRS employees. The work will include:

(1) collaborating with legacy system owners to determine requirements; (2) analyzing legacy systems content and functionalities; (3) developing the Portfolio of Solutions/Products to transition required functionalities onto the ECM COTS development platform;(4) testing and validating the ECM Portfolio's Solutions/Products produced to ensure owner requirements are satisfied; (5) similar development services to retire individual systems, as ECM Portfolio fully matures, and (6) performing O&M on developed Solutions/Products thereafter.

Specific details can be found in the Sources Sought and draft PWS attachments. The souces sought attachment has certain requirements delineated that an interested party shall respond to help the Government determine where capabilities exist within industry.

Posted: March 18, 2024, 3:24 p.m. EDT
Posted: March 18, 2024, 2:25 p.m. EDT
Posted: Feb. 23, 2023, 10:47 a.m. EST
Posted: Feb. 22, 2023, 7:47 a.m. EST
Posted: Feb. 16, 2023, 7:40 a.m. EST
Posted: Feb. 15, 2023, 10:50 a.m. EST
Posted: Aug. 4, 2021, 2:40 p.m. EDT
Background
The Internal Revenue Service (IRS) is seeking small business sources capable of providing support services for Enterprise Case Management (ECM) Solution Development Services. The goal of this acquisition is to deliver a cloud-based ECM platform that enhances taxpayer service, modernizes business processes, and improves the efficiency of IRS operations.

The IRS currently operates 60 legacy case management systems, which result in redundancy and high maintenance costs. This contract aims to consolidate these systems into a single ECM platform using Commercial Off the Shelf Software (COTS), specifically Pega, to streamline operations across all IRS Lines of Business (LOBs).

Work Details
The contractor will be responsible for:

(1) Collaborating with legacy system owners to determine requirements;
(2) Analyzing legacy systems' content and functionalities;
(3) Developing a portfolio of solutions/products to transition required functionalities onto the ECM COTS development platform;
(4) Testing and validating the solutions/products produced to ensure they meet owner requirements;
(5) Providing similar development services to retire individual systems as the ECM portfolio matures; and
(6) Performing Operations and Maintenance (O&M) on developed solutions/products thereafter.

The work will also include supporting IT Application Development, ensuring governance for executive meetings, managing risks, facilitating stakeholder communications, and ensuring compliance with IRS standards throughout the project lifecycle.

Period of Performance
The work is expected to be performed over a 12-month Base period with four optional 12-month periods, allowing for scaling as the ECM Portfolio expands.

Place of Performance
The contract will be performed at various IRS locations as required.

Overview

Response Deadline
April 2, 2024, 10:00 a.m. EDT (original: Aug. 19, 2021, 10:00 a.m. EDT) Past Due
Posted
Aug. 4, 2021, 2:40 p.m. EDT (updated: July 30, 2024, 6:57 a.m. EDT)
Set Aside
None
Place of Performance
Lanham, MD 20706 United States
Source
SAM

Current SBA Size Standard
$34 Million
Pricing
Likely Fixed Price
Est. Level of Competition
Low
Est. Value Range
$1,200,000,000 - $1,250,000,000 (value based on agency estimated range)
Odds of Award
16%
Vehicle Type
Blanket Purchase Agreement
On 8/4/21 IRS Office of the Chief Procurement Officer issued Sources Sought ECM8214 for Enterprise Case Management (ECM) Solution Development Services due 4/2/24. The opportunity was issued full & open with NAICS 541511 and PSC DA01.
Primary Contact
Name
Kane Leedy   Profile
Phone
(717) 840-6006

Documents

Posted documents for Sources Sought ECM8214

Question & Answer

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Additional Details

Source Agency Hierarchy
TREASURY, DEPARTMENT OF THE > INTERNAL REVENUE SERVICE > NATIONAL OFFICE - PROCUREMENT OITA
FPDS Organization Code
2050-2032H5
Source Organization Code
100168402
Last Updated
July 30, 2024
Last Updated By
kane.e.leedy@irs.gov
Archive Date
July 30, 2024