Treasury Sources Sought: CUI-PGLD eRecords Program

ID RFQ1504806

“1. Synopsis

This sources sought, in accordance with FAR Part 10, is to conduct Market Research on Industry’s Capabilities in providing records management consulting services to support the IRS in leveraging records management capability and/or deploy a technology solution: a) to provide CUI markings in accordance with the 32 CFR 2002 requirements and compliance with Executive Order (EO) 13556; and b) to provide configuration to manage temporary records and digitize records to enable compliance with NARA M-12-19 mandate by December 31, 2022. This requirement shall include all project management support necessary to achieve the planning, implementation, execution and post-deployment activities to achieve the modernization of applicable IRS systems. The Internal Revenue Services’ Office of Business and Solutions (OBSA), Contracting Office intends to issue a Firm Fixed Priced contract with a twelve (12) month Base Period and two (2) 12 Month Option Periods…”

“1. INTRODUCTION

The existing IRS infrastructure is aging and needs to be modernized and refreshed, from both a hardware and software perspective. The IRS’ Privacy Governmental Liaison Disclosure (PGLD) office is committed to: (1) modernizing its (2) environment, improving its infrastructure and software to meet Infrastructure Currency mandates for N, N-1 levels, (3) implement new technology or innovation requirements and (4) the refreshment of its aging infrastructure.

  1. BACKGROUND

With the implementation of the Controlled Unclassified Information (CUI) Program, executive branch agencies are required to review and transition existing Sensitive but Unclassified (SBU) materials regardless of media format to the newly developed and uniform CUI standards in accordance with the 32 CFR 2002 requirements. The goal is to ensure effective execution of data classification and data security policies, so, as to establish a non-proprietary, scalable approach for maximum data flexibility in the business operational needs. To ensure compliance with these standards, agencies must guarantee employees and contractors have the tools to properly apply the new CUI markings on emails, briefings, reports, federal records, and other agency documents.

Records Management is an important aspect of the Internal Revenue Service (IRS). Records Management encompasses the creation, maintenance and use, and disposition of records and information, regardless of media. The Federal Records Act applies to electronic records (eRecords) and paper records. Records must be properly stored and preserved, available for retrieval, and subject to appropriate approved disposition schedules.

IRS must have a solution that provides records management capability/functionality to manage electronic records to meet OMB/NARA guidelines regardless of where the data resides. The solution must be able to manage records in cloud, on prem, etc.

  1. OBJECTIVE

The IRS must leverage records management capability and/or deploy a technology solution:

  1. To provide CUI markings in accordance with the 32 CFR 2002 requirements and compliance with Executive Order (EO) 13556
  2. To provide configuration to manage temporary records and digitized records to enable compliance with NARA M-12-19 mandate by December 31, 2022.
  3. SCOPE OF WORK

This Task Order shall include all project management support necessary to achieve the planning, implementation, execution and post-deployment activities to achieve the modernization of applicable IRS systems. The activities and deliverables cover the enterprise project and include initial project planning through end-of-project planning…”

“5.1. TECHNICAL REQUIREMENTS

Contractor shall provide technical team with the following skillset:

5.2 The proposed technical staff must have knowledge and understanding of the NARA M-19-21 and familiar with the IRS processes for records management.

5.3 The proposed technical staff must be able to use Microsoft Office Suite, Word, Excel, PowerPoint, Visio and MS Project as necessary to perform requirements and tasks.

5.4 The proposed technical staff must be able to adapt, learn and use in-house IRS systems manage the projects as needed.

5.5 The proposed technical staff must have working knowledge of the IRS Enterprise LifeCycle (ELC) process, development of the required artifacts to included but not limited to: project charter, business systems report (BSR) and Design Specification Report (BSR) etc.

5.6 The proposed technical staff must have good communication skills to facilitate meetings with Business Units and IT stakeholders to develop project requirements.

5.7 The proposed technical staff must have knowledge of Agile Program Management, facilitate project structure and reporting to align with the Agile discipline…”

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