IRS RFP: Pilot IRS EDCMO AR

Updated September 1, 2021

Notice ID RFI_EDCMO_IRS_AR
Related Notice IRS-EDCMO-UPDATE

“Thank you for your interest in the Pilot Internal Revenue Service (IRS) Enterprise Digitalization and Case Management Office (EDCMO) Augmented Reality (AR) Solution Challenge. A draft solicitation was posted on August 17, 2021. IRS held a listening session on Tuesday August 31, 2021. IRS is issuing the final Request for Proposal/Solicitation today, Tuesday August 31, 2021. Proposals are due promptly on Tuesday September 07, 2021 at 08:00 AM EDT. No late submissions shall be accepted. Please submit your proposals to marcela.a.almeida@irs.gov by the stated date and time. Thank you for your interest in doing business with the IRS…”

“Goals: Pilot IRS has three goals: 1) to promote innovative responses to challenges; 2) to broadly communicate areas of interest in the innovative solutions and technologies arena; and, 3) to create a streamlined progression from concept to prototype, testing, and limited deployment that allows for incremental funding decisions for promising solutions and technologies…”

“Solution Challenge (SC) Seven – Augmented Reality…”

“This solicitation is for innovative solutions to improve the IRS’s ability to provide solutions capable of generating information which improves the taxpayer experience when any mobile device is directed at IRS images, forms, etc. Because initial phases (or potentially the entire project) will not directly affect the taxpayer’s ability to generate tax or informational returns, this effort will be primarily focused on improving the taxpayer experience. Therefore, empirical data in regard to the (improvement of) taxpayer experience will be essential to determining whether or not to continue funding for projects. There are no specific solutions or approaches (i.e. a mobile device application) that are being requested; rather, any approach which is focused on the three goals of the solicitation will be considered. The three goals are:

  • Generate information which improves the taxpayer experience when any mobile device is directed at IRS images, forms, etc., based on IRS’s publicly available information. Additionally, solutions which provide multiple sets of information via a single interface (i.e., augmented reality); for instance, solutions which superimpose computer-generated images of submission instructions, phone numbers, deadlines, translated versions of forms, etc.
  • Interface appropriately and efficiently with IRS websites and information (i.e., do not create lag for other users of IRS.gov). Adhere to any cybersecurity requirements for IRS websites.
  • Provide immediate feedback on the taxpayer experience using satisfaction metrics, data sets, unique user information, etc., as well as being able to rapidly include additional/new IRS’s publicly available information or additional IRS images, forms, etc…”

“Although IRS will consider any reasonable solution, we are anticipating a few types of solutions/approaches. We are anticipating a solution which leverages Augmented Reality (AR) or a comparable version of Extended Reality (XR) capability which uses IRS publicly-available information to improve the taxpayer experience through the use of any computing device. We also expect there to be some sort of empirically-driven interface that provides the IRS with real-time insight into the use of and satisfaction surrounding the tool. We generally expect a successful solution to not be hosted on the IRS architecture, as the tool/solution will focus on IRS’s publicly available information. If the solution is hosted in the cloud, this shall be FEDRAMP certified. None of these approaches are preferred over another, nor are these the only types of solutions that will be considered. When responding, please keep in the forefront of your mind the three goals (generate information that improves the taxpayer experience, interface appropriately with IRS websites, and provide immediate feedback on the taxpayer experience). For instance, a solution which demonstrates an ability to generate information that improves the taxpayer experience but cannot interface appropriately with IRS websites, will not rate as highly as another comparably priced solution which generate information that improves the taxpayer experience and can interface appropriately with IRS websites…”

Read more here.


Posted August 18, 2021.

Notice ID RFI_EDCMO_IRS_AR

“Thank you for your interest in the Department of Treasury, Internal Revenue Service (IRS) [Enterprise Digitalization and Case Management Office] EDCMO Augmented Reality (AR) Requirement. IRS plans to issue a solicitation during the week of August 30th, with proposals due the week of September 7th .  IRS plans to hold a listening session during the week of August 30th. We are providing you the draft Request for Proposal today Tuesday August 17, 2021 to guide our discussion during the listening session. This listening session is being held in lieu of the traditional questions and answers and will NOT be recorded. The questions and answers will NOT be transcribed. We hope your company can attend.

IRS will hold a listening session on Tuesday August 31, 2021 at 9:00 am – 10:30 am EST via ZoomGov…”

“Background and Summary: …”

“The purpose of Pilot IRS is to provide an incremental and modular approach to identifying, testing, and deploying solutions that support our mission, regardless of whether or not that solution, technology, or firm currently resides within the IRS or the federal government. Inherently, this process will represent some risk to the IRS, as the technologies may not currently be fully aligned to its mission; however, the IRS recognizes that risk is inherent to the operations of any organization, and acknowledges that it must sometimes accept risk in order to further its mission.

In order to achieve that purpose, Pilot IRS has established an approach where solicitations/calls and proposals/bids will be simple for firms to create and the IRS to evaluate, and decisions will be made in a streamlined and accelerated timeline. Multiple Solution Challenges (SC’s) will be released under the broader Pilot IRS framework set forth within this document, each highlighting an area that the IRS would like to explore in greater detail (i.e., Robotic Process Automation or Optical Character Recognition), and setting out specific phases for funding decision points for that SC…”

“Introduction and Goals Introduction: …”

“Goals: Pilot IRS has three goals: 1) to promote innovative responses to challenges; 2) to broadly communicate areas of interest in the innovative solutions and technologies arena; and, 3) to create a streamlined progression from concept to prototype, testing, and limited deployment that allows for incremental funding decisions for promising solutions and technologies…”

“Solution Challenge (SC) Seven – Augmented Reality

The IRS has a substantial and substantive amount of information available to the public on IRS.gov and other publicly available websites. Notwithstanding, a significant portion of the American public accesses information using their mobile device. This Solution Challenge (SC) is focused on utilizing (at least in initial phases) publicly available information to generate improved taxpayer experience when utilizing any mobile device that is directed at IRS images, forms, etc. Additionally, this SC does necessitate immediate feedback and data in regard to the utilization rate of a solution/tool, taxpayer satisfaction in regards to the tool, additional functionality that the taxpayer desires, etc.

This solicitation is for innovative solutions to improve the IRS’s ability to provide solutions capable of generating information which improves the taxpayer experience when any mobile device is directed at IRS images, forms, etc. Because initial phases (or potentially the entire project) will not directly affect the taxpayer’s ability to generate tax or informational returns, this effort will be primarily focused on improving the taxpayer experience. Therefore, empirical data in regard to the (improvement of) taxpayer experience will be essential to determining whether or not to continue funding for projects. There are no specific solutions or approaches that are being requested; rather, any approach which is focused on the three goals of the solicitation will be considered. The three goals are:

  1. Generate information which improves the taxpayer experience when any mobile device isdirected at IRS images, forms, etc., based on publicly available information. Additionally, solutions which provide multiple sets of information via a single interface (i.e., augmented reality); for instance, solutions which superimpose computer-generated images of submission instructions, phone numbers, deadlines, translated versions of forms, etc.
  2. Interface appropriately and efficiently with IRS websites and information (i.e., do not create lag for other users of IRS.gov). Adhere to any cybersecurity requirements for IRS websites.
  3. Provide immediate feedback on the taxpayer experience using satisfaction metrics, data sets, unique user information, etc., as well as being able to rapidly include additional/new publicly available information or additional IRS images, forms, etc…”

Read more here.

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