REQUEST FOR INFORMATION: Internal Revenue Service Pega Platform Support Commercial-off-the-Shelf (COTS) Blanket Purchase Agreement (BPA)
ID: RFI_InternalRevenueService_PegaBPAType: Sources Sought
Overview

Buyer

TREASURY, DEPARTMENT OF THEINTERNAL REVENUE SERVICENORTHEAST REGIONNEW YORK, NY, 10007, USA

NAICS

Computer Systems Design Services (541512)

PSC

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

Original Source

https://sam.gov/opp/0f6f24a00f444dc89b6806b2f5cd028a/view
Timeline
    Description

    The Department of the Treasury, specifically the Internal Revenue Service (IRS), is seeking vendors to provide support for the Pega Platform through a Blanket Purchase Agreement (BPA). This initiative aims to facilitate the IRS's transition from legacy systems to a cloud-based Enterprise Case Management (ECM) platform, requiring expertise in configuration, licensing, and technical support for Pega’s low-code software solutions. The BPA will encompass the acquisition of Pega COTS software licenses and configuration support, with a focus on enhancing IRS efficiency in case management and taxpayer services over a five-year period, including a base year and four option years. Interested vendors must submit their qualifications and responses to the Request for Information (RFI) by March 4, 2025, and can contact Brian Driscoll or Christina Nortey for further details.

    Point(s) of Contact
    Brian Driscoll
    brian.r.driscoll@irs.gov
    Christina Nortey
    christina.n.nortey@irs.gov
    Files
    Title
    Posted
    RFI Attachment 01 - DRAFT PWS PEGA COTS BPA.pdf
    The Internal Revenue Service (IRS) is initiating a Blanket Purchase Agreement (BPA) for Pega Platform support to facilitate its transition from legacy systems to a cloud-based Enterprise Case Management (ECM) platform. This BPA aims to provide configuration, licensing, and technical support for Pega’s low-code software solutions, enhancing IRS efficiency in case management and taxpayer services. The scope includes two main tasks: acquisition of Pega COTS software licenses and configuration support, which encompasses requirements development, deployment, and post-implementation maintenance. The contractor is responsible for ensuring timely software delivery, maintenance, and high-quality outputs that align with IRS standards, while meeting performance-based metrics. Annual customer satisfaction is expected to exceed 90%. Security, compliance with Section 508, and proper handling of government-furnished property and information are critical components of this BPA. The contract will span five years with a base year and four option years, focusing on producing outcomes that modernize the IRS’s operational capabilities and improve taxpayer engagement.
    RFI Attachment 02 - DRAFT PWS PEGA COTS BPA Labor Categories.pdf
    The DRAFT PWS Attachment B outlines labor categories for a Business Process Management (BPM) framework centered on Pega technology. It includes detailed titles and descriptions for various specialized roles, ranging from Pega Architects to Security Subject Matter Experts. The document categorizes roles into two segments: Pega and Non-Pega labor categories, defining knowledge and skill levels across four classifications—Junior, Journeyman, Senior, and Subject Matter Expert (SME). It further specifies responsibilities for additional roles like Business Intelligence Analysts, Information Security Analysts, and Software Developers. This comprehensive structure is aligned with federal RFPs and grants, serving as a guideline for potential contractors to understand task requirements, expertise needed, and project management roles which are critical for successful technology implementation and system management. The delineation between Pega and Non-Pega roles aims to ensure that both specialized and general skills are adequately addressed to meet project objectives and client needs.
    RFI Pega BPA Recompete for Brand Name or Equal FINAL.pdf
    The Internal Revenue Service (IRS) has issued a Request for Information (RFI) for vendors capable of providing support for the Pega Platform as part of a Blanket Purchase Agreement (BPA). This RFI serves only as an information-gathering tool and does not obligate the government to issue a solicitation or award a contract. Interested vendors are sought for their expertise in Pega products and support services, as the IRS aims to modernize its Enterprise Case Management (ECM) processes by transitioning from legacy systems to a cloud-based platform. The RFI outlines that vendors should demonstrate their qualifications, including their status as authorized resellers of Pega or equivalent solutions. Key functional requirements include connectivity options, web service hosting, capabilities for offline operation, and flexibility in developing applications. Vendors are instructed to provide detailed responses about their capabilities, prior performance, and potential innovative solutions, emphasizing value and compliance with government regulations. Responses should be submitted electronically by March 4, 2025, and must adhere to specified formatting requirements. The RFI is primarily a market research initiative, and the government does not anticipate providing feedback on submitted responses.
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