Core Individual Tax Processing Modernization and Operations & Maintenance Support Services
ID: 25-08Type: Sources Sought
Overview

Buyer

TREASURY, DEPARTMENT OF THEINTERNAL REVENUE SERVICEDEPT OF TREASURY IRSMEMPHIS, TN, 38118, USA

NAICS

Custom Computer Programming Services (541511)

PSC

IT AND TELECOM - BUSINESS APPLICATION/APPLICATION DEVELOPMENT SUPPORT SERVICES (LABOR) (DA01)

Set Aside

Total Small Business Set-Aside (FAR 19.5) (SBA)

Original Source

https://sam.gov/opp/4dd964b9feff4e47bb3ef985cb3e2683/view
Timeline
    Description

    The Department of the Treasury, specifically the Internal Revenue Service (IRS), is seeking qualified vendors to provide modernization and operations & maintenance support services for the Core Individual Tax Processing system. The primary objective of this procurement is to replace the outdated Individual Master File (IMF) system with a modern tax processing solution, structured into two phases, with a focus on enhancing taxpayer data access and improving operational efficiency. This initiative is crucial for modernizing the IRS's IT infrastructure, ultimately aiming to enhance taxpayer experience through increased accuracy and accessibility of tax processing services. Interested parties should direct inquiries to Tametha Morrow at proc.apmo.mr@irs.gov, with responses to the Request for Information (RFI) due by December 31, 2024, and a detailed company profile submission deadline set for December 5, 2024.

    Point(s) of Contact
    Tametha Morrow
    proc.apmo.mr@irs.gov
    Files
    Title
    Posted
    25_08 RFIs.xlsx
    The document outlines a Request for Information (RFI) for the modernization of the Individual Tax Processing System (ITPS) and associated Operations & Maintenance Support Services by the IRS. Respondents are required to provide detailed company profiles, including unique identifiers, business certifications, socio-economic statuses, and relevant past performance. The RFI seeks insights on evaluation criteria, acquisition development considerations, and responses to specific technical questions related to program management and modernization processes. Key areas of emphasis include the company's expertise in modernizing legacy applications, extracting logic from legacy code, and developing solutions using advanced methodologies like Scaled Agile Framework (SAFe). Additionally, respondents must demonstrate experience with Java implementations, security testing, cloud services, and Agile development practices. The document further requests organizational structure details, experiences with similar projects, and recommendations for key personnel with relevant certifications. The response deadline is set for December 5, 2024. Overall, the RFI aims to gather comprehensive information to facilitate informed decisions for the ITPS modernization efforts, ensuring improved efficiency and sustainability of tax processing services.
    25-08 ITPE and TAMI Support_RFI_12_19_24.docx
    The Internal Revenue Service (IRS) has issued a Request for Information (RFI) for potential vendors to provide modernization and maintenance support for its Core Individual Tax Processing system. This RFI aims to gather insights for planning the acquisition of services outlined in a Draft Performance Work Statement (PWS) that focuses on replacing the outdated Individual Master File (IMF) system with a modern tax processing solution. The modernization will be executed in two phases, with the second phase prioritizing enhancing taxpayer data access, analytics tools, and reporting functionalities. The RFI invites both small and large businesses to demonstrate their expertise and capabilities in addressing the technical requirements detailed in the Draft PWS. It emphasizes a collaborative approach, looking for responses that detail past experience, technical methodologies, and proposed acquisition strategies. Responses must adhere to specified formatting and submission protocols, and should be sent by December 31, 2024. Notably, this RFI does not constitute a solicitation for bids or proposals, but is purely for information gathering and market research purposes. It underscores the IRS’s commitment to modernizing its IT infrastructure while maintaining oversight and leveraging partnerships with industry leaders to enhance taxpayer service delivery.
    25-08 PWS_12_19_24.docx
    The Performance Work Statement (PWS) outlines the Internal Revenue Service (IRS) initiative to modernize the Individual Master File (IMF), transitioning from outdated programming to a cloud-based, modern system. This modernization is divided into two phases, with the second phase focusing on implementing the CADE 2 Individual Tax Processing Engine (ITPE). This phase aims to enhance the processes for managing taxpayer accounts, improve data access, and facilitate self-service reporting through a centralized Enterprise Data Platform (EDP). The document details the necessity for contractor support due to a shortage of in-house resources with required skillsets in Assembly Language Code (ALC) and Java. Key tasks include code refactoring, requirements documentation, and testing strategies, alongside ongoing Operations and Maintenance (O&M) of current systems. The PWS emphasizes Agile methodologies and collaboration, requiring effective project management and continuous integration practices. To fulfill the outlined objectives, the IRS seeks subject matter experts and agile development professionals for various roles, ensuring adherence to security standards and compliance. This modernization serves the broader goal of enhancing taxpayer experience by increasing efficiency, accuracy, and accessibility of tax processing services, reflecting the government’s commitment to leveraging technology for better public service delivery.
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