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Continuing Education (CE) Provider Registration and Tracking System

ID: 05062024 • Type: Sources Sought

Description

THIS IS AN RFI ONLY - NOT A SOLICIATION FOR PROPOSALS. FOR MARKET RESEARCH PURPOSES ONLY.

This RFI is open to all vendors. No phone calls will be accepted.

The IRS is a bureau of the Department of the Treasury and one of the world's most efficient tax administrators. The Return Preparer Office's (RPO) mission is to improve taxpayer compliance by providing oversight and support of tax professionals. The RPO oversees Continuing Education (CE) programs for Enrolled Agents (EA) and Enrolled Retirement Plan Agents (ERPA). It is mandatory that EAs and ERPAs take continuing education from IRS approved CE Providers. Both EAs and ERPAs must complete 72 hours of continuing education triennially.

RPO oversees registration, testing, suitability and continuing education (CE) programs for certain groups of tax professionals. It is mandatory that these tax professionals take CE courses from IRS-approved CE providers. The Government is seeking to continue developing and administering a similar solution once the current contract expires on August 31, 2026. In preparation for possibly awarding a follow-on contract, the IRS is interested in learning about innovative technologies and methods in application development related to the 20 requirements cited under General Scope section of the RFI.

See the attached RFI PDF for further details and instructions.

Background
The IRS is a bureau of the Department of the Treasury and oversees Continuing Education (CE) programs for Enrolled Agents (EA) and Enrolled Retirement Plan Agents (ERPA). The RPO's mission is to improve taxpayer compliance by providing oversight and support of tax professionals. The RPO is interested in learning about innovative technologies and methods in application development related to the 20 requirements cited under General Scope section of the RFI.

Work Details
The IRS is seeking to continue developing and administering a similar solution once the current contract expires on August 31, 2026. The contractor will provide support to continue the registration, annual renewal, and review of CE providers. This includes developing, hosting, and maintaining a system to administer CE Provider registration/renewals, course completion records, and related tasks by electronic and paper means. The anticipated requirements include web-based application development, compliance with IRS security policies, IPv6 compliance, phishing resistant MFA, PIV card authentication, auditing, PCI compliance for secure payment, account management functions for providers, communication with providers via secure mailbox, historical data storage, PTIN updates storage, call center support for providers.

Period of Performance
The current contract expires on August 31, 2026.

Overview

Response Deadline
May 20, 2024, 9:00 a.m. EDT Past Due
Posted
May 6, 2024, 10:42 a.m. EDT (updated: May 15, 2024, 8:33 a.m. EDT)
Set Aside
None
Place of Performance
Lanham, MD 20706 United States
Source
SAM

Current SBA Size Standard
$34 Million
Pricing
Likely Fixed Price
Est. Level of Competition
Low
Est. Value Range
Experimental
$500,000 - $2,000,000 (AI estimate)
Odds of Award
17%
On 5/6/24 Internal Revenue Service issued Sources Sought 05062024 for Continuing Education (CE) Provider Registration and Tracking System due 5/20/24. The opportunity was issued full & open with NAICS 541511 and PSC DA01.
Primary Contact
Name
Shontae Harley   Profile
Phone
None

Secondary Contact

Name
Carrie Smith   Profile
Phone
None

Documents

Posted documents for Sources Sought 05062024

Question & Answer

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Additional Details

Source Agency Hierarchy
TREASURY, DEPARTMENT OF THE > INTERNAL REVENUE SERVICE > NATIONAL OFFICE - PROCUREMENT OBO
FPDS Organization Code
2050-RSAPB
Source Organization Code
100168403
Last Updated
June 4, 2024
Last Updated By
shontae.t.harley@irs.gov
Archive Date
June 4, 2024