Enterprise Case Management - Request For Information - A17-089

Agency: Department of the Treasury
State: Maryland
Level of Government: Federal
Category:
  • D - Automatic Data Processing and Telecommunication Services
Opps ID: NBD00159272291301563
Posted Date: Oct 4, 2017
Due Date: Jun 5, 2017
Solicitation No: A17-089-RFI
Source: Members Only
Solicitation Number :
A17-089-RFI
Notice Type :
Sources Sought
Synopsis :
Added: May 18, 2017 2:47 pm
The Internal Revenue Service (IRS) Office of the Chief Procurement Officer (OCPO) appreciates the importance of a productive relationship with the industry partners that ultimately help it accomplish its mission. The foundation of this relationship is transparency and opportunities for open communication. The IRS also acknowledges that the more time and information it makes available to industry when performing market research, the more it expands the competitive landscape.
This posting continues an engagement strategy with industry partners related to the IRS's potential requirement for Enterprise Case Management (ECM). The IRS posted an informational notice on April 19th, 2017 indicating that a Request for Information (RFI) would be issued in approximately two to four weeks; this posting represents that RFI. The April 19th posting also highlights a cycle of informational postings and RFIs that will occur over a series of weeks and months. This RFI is the first cycle, and responses to it will be summarized and posted to www.FBO.gov no later than July 6th, 2017, after the receipt of responses.
This RFI has three overarching purposes: 1) to provide background information regarding the IRS's mission and the tax processes supported by its various case management solutions; 2) to provide information regarding the current state of case management within the IRS, including current business processes, IT requirements/solutions, challenges, and priorities; and, 3) to request input from industry on a series of questions designed to highlight to what degree the IRS's current approach matches up with existing Commercial-Off-the-Shelf (COTS) capabilities.
The IRS requests that responses to this RFI be provided no later than 9:00 am on June 5th, via an e-mail (with the subject line "ECM RFI Response") to IT.ECM.EPMO@irs.gov. Although there are no specific restrictions for formatting, please keep responses to 10 pages or less, adhere to general formatting principles, and ensure legibility of the response. Additionally, there is no guarantee that the IRS will have funding or issue a solicitation for this potential requirement, nor will it reimburse costs associated with responding to this RFI. The IRS acknowledges that this RFI provides a significant amount of background information, and that industry partners can expend substantive resources reviewing and responding to RFIs. The IRS hopes that the amount and specificity of the information provided underscores its sincere interest in identifying existing COTS case management capabilities and opening the competitive aperture for any potential requirement. The IRS intends to utilize "out-of-the-box" functionality (with as little customization as possible) provided by a COTS platform to meet business needs. The term platform' is used within this document to describe one product or a suite of products.

Please see attachment for full details pertaining to this Request For Information.
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RFI Details
Type:
Other (Draft RFPs/RFIs, Responses to Questions, etc..)
Label:
RFI Details
Posted Date:
May 18, 2017
Description: Further detailed information regarding Request for Information
Package #2
Posted Date:
May 30, 2017
Description: The purpose of this amendment is hereby to:
1. Correct the dates from June 26th, 2017 - June 29th, 2017 to July 10th, 2017 - July 14th, 2017 under Section III. "Questions for Industry Input/Response" in the following sentence: "The IRS plans to, based on the nature and content of responses, request follow-up conversations or in-person meetings with a sub-set of respondents from June 26th , 2017 through June 29th, 2017." The revised sentence is as follows: "The IRS plans to, based on the nature and content of responses, request follow-up conversations or in-person meetings with a sub-set of respondents from July 10th , 2017 through July 14th, 2017."
Informational Posting
Type:
Other (Draft RFPs/RFIs, Responses to Questions, etc..)
Label:
Informational Posting
Posted Date:
July 12, 2017
https://www.fbo.gov/spg/TREAS/IRS/NOPAP/A17-089-2/li...
https://www.fbo.gov/spg/TREAS/IRS/NOPAP/A17-089-2/listing.html
Description: this is a duplicative notice of the Informational Posting dated 7/10/17 Solicitation Number
A17-089-2 (see above link). This amendment is to centralize all notification postings and to ensure consistency for all provided information regarding Enterprise Case Management. All consecutive postings will be issued as an amendments to this posting for future reference.
Responses to Questions
Type:
Other (Draft RFPs/RFIs, Responses to Questions, etc..)
Label:
Responses to Questions
Posted Date:
August 3, 2017
Description: This is an Informational Posting regarding the five common themes and responses to questions submitted in RFI #1.
RFI #2
Type:
Other (Draft RFPs/RFIs, Responses to Questions, etc..)
Label:
RFI #2
Posted Date:
August 18, 2017
Description: The purpose of this amendment is to hereby:
1. Post Request for Information #2
2. Provide Enterprise Case Management Conceptual Architecture Brief Version Slides (Attachment A)
ATTACHMENT_A_-_ECM_Conceptual_Arch_Brief-81717-A.PRO... (511.61 Kb)
Download/View ATTACHMENT_A_-_ECM_Conceptual_Arch_Brief-81717-A.PROCTOR_EDIT.pdf
Description: ATTACHMENT A - ECM Conceptual Architecture Brief Slides
Statement RE: RFI#2
Type:
Other (Draft RFPs/RFIs, Responses to Questions, etc..)
Label:
Statement RE: RFI#2
Posted Date:
October 4, 2017
Description: The attached statement is in reference to RFI#2, follow-up meetings with a subset of the respondents.
Contracting Office Address :
IRS, 1111 Constitution Ave, NW,
C7-NCFB

Washington, District of Columbia 20024
United States
Place of Performance :
5000 Ellin Road
Lanham, Maryland 20706
United States
Primary Point of Contact. :
Anita L. Proctor,
Contracting Officer
Phone: 2406137447

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